Loading...
HomeMy WebLinkAboutOC1968-0836 - ESTATE OF THOMSON37-127-7 R CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA•• RE".R TO \ BERTHA 14AY THOMSON Informant In Re:Estate 0 f ..::.J;::OS::::'EP=....:;H:....:,.P.:.•....;T::H:.:O::.:MS=..::::01:.:..~_ ____W!!<AU!S:!.!H.!:!I:!!N~G.=.lTOllUN:!.._County -File No.63-68-836 Dear Mrs.Thomson: You are hereby notified that the original appraisement in the estate of .Joseph pi Thomspon has been filed in the office of the Register of Wills qf Wishingtgn County on June 27 19-2?Said appraisement reflects the following valuations: Re alEst ate ----'-------=--=0:::--=--Personal Property ~l~,~OO~O~.~O~O__ Transfers _ Total -~.:!::l:.J.,~OO~O~.!..::OO~-- As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date J=-un=::;:e=-=2~7..L,-=1::..9~6:.::8:....-__ DATE OF IEATH:December 8,1967 ESTAWE INSOLVENT Note:This is not a bill. :'CC-;9 (&-64) CO\fMONWEALTH OF P.\NNSYLVANU T!U~~FEH INHERITANCE TAX R..~SIDENT DECEIlSNT THOMSON,JOSEPH P. FILE it 63-68-836 December 8,1961$ SUMMARY 12-08-67 06-27-i8Dated: FILE #63-68-836 ~rlEPOHT OF INHERITAiiCE TAX APPRAISER I~the undersigned duly appointed Inheritance Tax Appraiser in and for the County of #63 Washington ,Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A"~"""C"and REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for WashinJ2:ton County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed by deponent,~xcept as to those i terns where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction.() Dated:.06-27-68 1t4~~~7a/-L4.--t·~dJ REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $._-$$---------1,000.00 .___1,000.00 ESTATE INSOLVEJ.IIT----==~,------- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEA..Jt VALUE OF ESTATE --.b000•OO 11 910.99 :--,. 1,000.00 ======:= Valuation of life estates or annuities •••..•.•$~---- ESTATE TAX ASSESSMENTS $------ (::')As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. COMPUTATION OF TAX *-------d>1:..;)------- FOR USE OF REGISTER ONLY Tax on $,•__5~10 $_ T ax on $.-®t,'_ T ax on $.-2%$_ T ax on $.__1(')%$_ Exemptions :_(::,) Total Estate _ TOTAL TAX $_ Less tax previously paid $============~===BALANCE $_ Less 5%of tax if paid within 3 months after death $=====:= BALANCE OF INHERITANCE TAX DUE Add interest at rate of 8%[rom to AMOUNT OF ESTATE TAX ASSESSED Es tate tax paid BALANCE DUE Add interest at rate of 6%from to TOTAL TAX BALANCE PAID $--------- $------- $------- $------- $------- $ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,same should be noted below,with short explanation. Will lAdministration~No.Year . ~THE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF JOSEPH P.THONSON............ Deceased Late of . County of SPEERS WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL .. ! Fonn'RCC-2· DEPA~T.MENTOF REVENUE-BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE A.~~?7..1.~.?§?. COUNTY W.;.~.h.~~.~~. FILE NO A~::.~.?::::.??.~_. Whereas,~.9.~.~p.h ~.~~.h.9.~~~:r?:late of ~P..~.~I.:.~. in the County of w.~.~~.~~.<D.~Commonwealth of Pennsylvania,having died on the ~t..p.day of P..E!l.~.E!lJ1l:t>.E!l~19..~.7.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore I W R.Ohaney an appraiser duly appointed according to law,,..................................~.........................................................................................,, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ REALTY: NOm;NONE PERSONAillY: As per appraisement filed 1,000 00 TRANSFERS: NONE NONE JT.HELD: NONE NONE Total l,OOC 00 ti'..+..+""~Iso'vent I : : ; form~~V:fhh~:~:~h:'W~~~~:~:;o~e~~;~~~;~~;=;~~~~e~ .Ap ler-~·····......··..·Z........·..·····..·..··········..···············.......................................................~~..........~~~.:p~;::~~~~.~....................................,Penna. I l____.. .......................WJ.\.§tI:mG':l'9~County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOSEPH P.ThOMSON Deceased. Late of SPEERS Date of Death,De.celIb.er ..8.,1.96.7 . Apprat'selnel!t Docket Vol.,.3.7 .. Page,l.2.7~7 No ~3..~9..$~.$3..9... Filed in Register's Ofjice,June 2.7.,......J9.6.8.. Amount of tar due,$..__ DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra-isement, Appeal f"om Appraisement,.. Entered and charged,.!' IN THE ORPHANS I COURT OF \>lASHINGTON COUNTY,.PENNSYLVANIA IN RE:Estate of JOSEPH P.THOMSON alias JOSEPH THOMSON,. deceased. NO.f,:if OF 1968 o.C. PETITION TO SETTLE ESTATE-.,. UNDER SECTIONS 202 AND 211 OF THE FIDUCIARIES ACT TO THE HONORABLE PATSY V.MARINO, PRESIDENT JUDGE OF THE SAID COURT The Petition of.BERTHA MA.YTH~MSON,respectfully represents: 1.That JOSEPH ~THOMSON alias JOSEPH THOMSON died testate on Friday,December 8,1967,domiciled in the Borough of Speers, Washington County,Pennsylvania (P.O.address 269 Grandview \'lay, Charleroi,Fa.) 2.The Petitioner BERTHA MAY THOMSON is the widow of the said decedent and resides at 269 Grandview Way (Speers Borough) Charleroi,Washington County,Pennsylvania,and as such is entitled the whole of decedent1s estate as evidenced by his Last Will and Testament dated June 25,1964.A photocopy thereof being hereto attached;made a part hereof and marked Exhibit IIA.J1 3.The decedent and the Petitioner were married December 30,1909 at 139 McKean Avenue in the Borough of Charleroi, Washington County,Pennsylvania. 4.That the estate of the d~cedent on the date of his death and the value thereof consists only of the following,to wit: REALTY:NONE -I-p 'f PERSONALTY:Medical payments coverage as provided under The Travelers Insurance Company Policy No. AP 9072520 issued to the decedent during -his life time and in force at his death, tbtalling••••••••••••••$1,000.00 as set forth in The Travelers Ins~rance Company IS letter dated gune 11,1968,The original of which is hereto attached;made a part hereof and marked Exhibit uB." 5.The decedent on the date of his death was retired from employment,he having attained the age of 89 years and 9 months. 6.That your Petitioner continuously resided and cohabited with the decedent and formed a part of his household from the date of their marriage on December 30,1909,yp and until his death as aforesaid,and as such is the only person entitled to the family exemption of $1,000.00 out of decedent 1 s estate for which sum Petitioner makes her claim. 7.That the said'decedent by his Will,aforementioned,but .not probated,devised all his estate unto his wife,BERTHA MAY THOMSON nee Ray,the Petitioner herein. 8.That your Petitioner has assumed and paid all of decedent's debts as follows,to wit: 3/12/68 C.Ramaswamy Surgery $150.•00 2/8/68 Charleroi-Monessen Hospital Hospitalization 103.25 1/10/68 Charles H.Dow,M.D.Consultation 20.00 1/15/68 Harold L.Schrock Funeral Director 1,637.74 Total.• • • $1,910.99 being all claims known to and which have come to the knOWledge of the Petitioner,as claims against decedentls estate. 9.That the names of all the unpaid claimants of whom the Petitioner has notice or knOWledge are as follows: NONE - 2 - ., 10.The probate of decedent's Will is deemed unnecessary and will not be accomplished.A return for Inheritance Tax purposes will be filed showing that the estate is insolvent. WHEREFORE,showing as aforesaid,your Petitioner prays your Honorable Court to.make an Order awarding her decedent's afore- mentioned assets all as provided for and allowed by Sections 202 and 211 of the Fiduciaries Act of 1949 and its amendments. AND she will ever pr~y. COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ~) SSe BERTHA MAY THOMSON being duly sworn according to Law deposes '~ and says that the facts set forth in the foregoing Petition are true and correct. Sworn to and sbhscribed before me this 15th day 1968. BETTY .J,SWEENEY,Notary Public Charleroi Borough,Washington County My Commission Expire~JUly 31(1971 - 3 - LAST WILL AND TESTAMENT l ' to wit: FIRST:I direct the payment out of my estate of all the And as to all of my estate,real,personal or mixed of _hich , I· ,1 iIofwhatsoeverkindandnatureandwheresoeversituate,I give, SECOND:All the rest,residue and remainder of my estate e~penses of my last illness and funeral. THIRD:,I nominate,con~itute and appoint the PITTSBURGH and assigns forever. devise,and bequeath the same unto my beloved wife,BERTHA ~ THOMSON nee RAY,to have and to hold the same unto her,her heirs NATIONAL BANK,Executor of this my Last Will and Testament,and I direct that it shall not be required to enter security in any jurisdiction in which it may act. IN WITNESS WHEREOF,I have set my hand and seal to this my Last Will and Testament,this 25th day of June,One Thousand Nine Hundred and Sixty-four (1964). DOW ALL MIN BY THESE PRESENTS,the t I,JOSEPH THOMSON alias 1 JOSEPH P.THOMSON alias JOE THOMSON,of the Borough of Speers, washington county,Pennsylvania,being of sound and disposing mind,memory,and understanding,do hereby make,publish,and at the time of my decease,I give,devise and bequeath as follows, I shall die seized and possessed,or to which I shall be entitled' declare this to be my Last Will and Testament,hereby revoking any and all former Wills by me at any time heretofore made. ~I Ir~q "III.,"I! I, ), 'i :1 I'I :--..~, ~~ I~~~ij ~~ ·iI~ 1~~ '1 ~ ~iI H~ "'.I""~': _.. ~>&>J.<Jrft.!;'i:~,~H>~~1-:(SEAL) -//J{)PH THOMS ON if Signed,sealed,pUblished and declared by JOSEPH THOMSON,the above named Testator,as and for his Last Will and Testament, in the presence of us,who at his request,jn his presence and in the presence of each other,all being present at the same time,hav~hereunto su~cribed our names as wit~e~~es~~~ L~......i.~/).4 ".1':L/i7AUVrJv.'iz:JdZ<j/'/cL,!...·1 Address '.:.(/1 I~~:./.L~~~'/!~,,"'<te,'/;l~"";,<,V Addres s L (~~,L ([ck'-l'(~_,)r=--~-"...~... I \ / EXHIBIT fl~II THE TRAVELERS THE TRAVELERS INSURANCE COMPANY •THE TRAVELERS INDEMNITY COMPANY CLAIM DEPARTMENT B.F.WOODSON,MANAGER June 11,1968 .(\....August L.Sisrnondo Attorney at Law Fourth St.&Fallowfield Ave. Charleroi,Pa. B-18791.49 Joseph Thompson . MEn PAY CLAIM DIL 11-25-67 Dear Mr.Sismondo: PITTSBURGH OFFICE Chatham Center Office Building PITTSBURGH,PENNSYLVANIA 15219 Telephone:281-9700 This will confirm our telephone conversation of June 7,1968 re the captioned.Please be advised that upon receipt of proof of appoint- ment of administrator of the Insured's ·estate,we will be in a posi- tion to issue our draft in the amount of $1,000 which represents total payment of the Insured's Medical Payments coverage available to him under Policy No.AP-9072520. In reviewing the benefits payable to the Insured under policy as cap- tioned we find that this is the extent of our obligation to our Insured. Please furnish papers covering appointment at your earliest opportunity so that we might consider our obligation. Very truly yours ~C.~ Charles E.Michaux \::.0) Supervising Adjuster CEM/jg HOME OFFICE:.HARTFORD,CONN ECTICyT EXHIBIT "B" ------------..-----------------------,----------......----""""'1'""__, •.,~ \I IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA 1 . , I, I, In Re:Estate of JOSEPH P.THOMSON alias JOSEPH THOMSON, deceased. DECREE------ /7.¢;AND NOW,this ~day of .,!/::~~~::::::'.i'1968,upon consid- eration of the annexed Petition on motion of AUGUST L. MAY THOMSON,the Petitioner,i-,-,-. SISMONDO,Esq.,Attorney for BER the Court Orders and Decrees that the distribution of decedent's ; assets as set forth in said Petition is hereby approved and THE I . TRAVELERS INSURANCE COMPANY is hereby directed and authorized to deliver the amount due JOSEPH THOMSON1'S ESTATE as Medical I ~. Payments coverage under Policy No.9072520 totalling $1,000.00 unto the Petitioner,BERTHA MAY THOMSON,on account of her family exemption and payment of decedent's debts paid and assumed by her • .This Decree shall in all respects have the same force and effect as a Decree of Distribution by a personal representative and a certified copy thereof shall constitute full authorization to effect the transfer and payment of said medical payments IcoveragetothePetitioner,BERTHA MAY THOMSON. • -0 -~ .'IN THE ORPHANS'COURT IDF WASHINGTON COUNTY,PENNA. NO.Y3/(OF 1968 ~. In Re:Estate of ~"',.o~.. ...~~f l JOSEPH P.THOMSON alias JOSEPH THOMSON, deceased. i''. .. PETITION TO SETTLE ESTATE UNDER SECTIONS 202 AND 211 OF THE FIDUCIARIES ACT--" and IoR D E R ;<<a ," CHARLEROI,PA. ""--~ r,.) c~ .r-... \.) ~---::::~; r-'._r--~-.J ,,-~ ~\'\\"-""V_/II\ '.'"-~\~...~,. I'~~ti·i ~~~( CJ \'tr:~'"~.\\L ~\~~/"','l\~~\AUGUST L.SISMONDO I ~':-, ATTORNEY AT LAW !~'"CORNER FOURTH ST.AND FALLOWFIELD AVE.,~ i :;"~'~\','",....~;.ij ..' t;'.j t";I _,Siil'J:l .".~~0·:.''f1~~.;r-,It?_:'~·:;.,"ifo'""1~<.-;";'.,;:.:,<.~)~. The Tuttle Law Print,Publishers,Rutland,Vt. I ~/'-:At ( ._~..:..~.,,-,,:~, \I l ,~cL:;.,~;~,;,"::,,,",~~,~-u:"/-'~2t1>z'Y}.<-~~.ht'2.':~.:~ Jlff.-S4J RCC·I03 (2-64) COMMONWEAL TH OF PENNSYLVANIA' DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION / INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF_W_A_S_H_I_N_G_TO_N _ This return must be completed In detail and"flled In duplicate,with the Register of WIlls in the County where the decedent resIded within one year after dote of death,unless on'extension Is gronted by the Secretary of Revenue, of the estate of JOSEPH P.THOMSON Pa. 1,_-::B~e:;.,:;r~t:::..:h=a~Ma~Y,---,T:::..:h:.:.;'o::..:m=s::...:o=-=n~of 269 Grandvj ew We ¥,Charleroi • / (Noms)(Address) Misc. being duly sworn according to law,deposes and says that he is the __w.....=i..:;d:..;o:..:w-'---:=-_--:-:_-:---:--_ (Exec.,Adm.,Legatee,etc.) late of __S-,p,-e-;,-=e:-r_s-=-",-B_o...:;r:-o.:...u.:::g~,.::.;h;..---,---:-_ (City,Borough,or Township) deceased,and that the whole of the estafe of s(lid decedent,who died on __....D<.>e...,c.....".e.u.mu.b~e~r"_:...8~J>-l.L79...61_f7~-------­(Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and Department Valuation CAUT10N(Do 'not wrHe in this space) Estimated Market Value ASSETS ,(Attach additional sheets if necessary) 'Description of Asset Type of As et: Real Estate,Pers. Property,Jointly Held Prop.or Transfers no Pennsylvania Transfer Inheritance Tax is due. Sworn a~ubscribed before me O~·~o::-~) the ,;2-/19 ~TTY 1.SWEENEY,Notary -PUbIiC~---_-1--------__,_----- harlerpi Borough,Wa,shington County (Signature)(Title)Widow ~d-&.a.4.&.t.fL~~~:::::zL~kC.~~~~lonExpires July 31,1971 Perso~al Property Medical payments coverage as prOVided under The Travelers Ins.Co.Policy No. AP 9072520 issued to,'the decedent during his life,time and in force at his death $1,000.00 TOTALS $1,000.00 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointeCllnheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the values set forth opposite each item in the last column to the right.' Dated:Inheritance Tax Appro iser Name of Payee DEBTS AND DEDUCTlON$ Nature of Claim Amount Claimed Amount Approved by Register C.Ramaswamy Charleroi-Monessen Hospital Charles H.Dow,M.D. Harold L.Schrock Surgery Hospitalization Consultation Funeral Director $150.00 103.25 20.00 1,637.74 TOTALS REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed,except where I have set forth a greater or lesser amount in the last column to the ght,which greater or lesser amount represents the sum allowed as a deduction. Register of Wills .,:...~,.:", .:1 Will '} Administration Mise. .No.836 of Year~68 IN THE "'4iiilIIII -, MATTER OF THE APPRAISEMENT OF TH!;:: ESTATE OF JOSEPH P.THOMSON alias JOSEPH THOMSON Deceased Late of Speers Borough County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL ,.~, .". 4: /' ., .... ,) .'~ :u:~;;w PC:--::/.l IJ)<f.l:-~r:'1....---~....-...._-;- ~~ ::::::0 r......= '0(fl f·-'t.·'·....r',"tk. r_ ~ p .~.~ ~::::: lD.. LtJ i\J -";-.;.,•I ....--.Irn CJ .i AUGUST L.SISMONDO ATTORNEY AT LAW " 337 FALLOWFIELD AVE• CHARLEROJ,PAw I "