HomeMy WebLinkAboutOC1968-0841 - ESTATE OF WARDFlCc-al (2-04)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANce TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
IN YOUR RE'LY 'LIAII
ItlrlR TO
37-125-4
JAMES A.WARD .J..nformant
In Re:Est ate of --'-J_._G_·RAHAM.'..;...;..'_W.;...AR=.;·.;;;.D _
WASHINGTON L.':l 68-011______________County -File No.6..J-·U/.j.
Dear Mr.Wafd:
You are hereby notified that the original
appraisement in the estate of J.Graham Ward
has been filed in the office of the Register of Wills qf Washington
County on June 18 ,1968.Said appraisement reflects the
following valuations:
Real Estate ~80.::::.0X_L.OO~_
Personal Property _
Transfers _
Total -'8:u.O.u,O.L.",.l.0I.l.0l..-_
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!.U·~e--'lob.!8~.a........Il~9:.loj6~8 _Signed
DATE OF DEATH:October 20,1962
Title W.R.CHANEY,CH .,APPRAISER
ESTATEI INSOLVJ:!:NT
Note:This is not a bill.
,.,.,..c ~...)
,',<I -<q (6-64
('.O~ONWEALTH OF PFNN~YIN;\Nr:\
TRAN~FEn INHl~RITANCB TAX
R;'ti;SIDENT DECEDF.NT
WARD,J.GRAHAM
FILE #63-68-841
SUMMARY
FILE #63-68-841 TtEPOHT OF INHERITA~CF.TAX APPRAISEH
I~the unrlersigned 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","B","C"and "E".
Dated:fti~A/A€SE:>(/P
06-]8-68Dated:
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Washington
County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts
claimed by deponent,e,xcept as to those items 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.
REGISTtR OF WILLS
VALUE AS REPO~rED VALUE AS APPRAISED VALUE AS REAPPRAISED
$300.00 .~$aoo.oo $_
ESTATE INSOLVENT
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEA..q VALUE OF ESTATE
300.00
1,720.00~:±i::::=====:--=---
800.00
11720•00 '-=======1=
Valuation of life estates or
annui ties ...•....$-----'--
ESTATE TAX ASSESSMENTS ~------
COMPUTATION OF TAX
(,:')As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
$======1=
$-----d>'T'======~---,-*-------
TOTAL TAX
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
FOR USE OF REGISTER ONLY
Tax on $;__5%$_
T ax on $.__10%~_
T ax on ~20;;$_
T ax on $:Qf:@ $_
Exemptions~======I=(':')Total Estate _
BALANCE OF INHERITANCE TAX DUE $----------~--
Add interest at rate of 6%from
~to $_
AMOUNT OF ESTATE TAX ASSESSED *_
Estate tax paid $_
BALANCE DUE $_
Add interest at rate of 6%fromto $_
TOTAL TAX BALANCE $_._
PAID $
FOR USE OF REGISTER QNLY 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 ..
D<THE
~IATTER OF THE APPRAISEMENT
OF THE
EST:\.TE OF
J'·G:~WARD .'
Deceased
Late of "",."....}1.o.NO:NGA~
County of WA$l:lIN.G'l'OI'L.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
"
}!'
Form;J RC~t(l2-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000:UND~R SECT~ON 701 OF ACT OF J~NE'16'1961,I
EFFE<?tIVE JANUARY 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)I
OFFICE OF THE REGISTER OF WILLS
County of .,1'l.~l?h~IJ.g,1:!9P.' .
.c!~.n:~~..4 \'f?-.:r:4 'of .779..E~~t.Main .st.&.
,..(Name)(AddreB8)
being duly :;lJ''L9J~V-------c-:-----------·according to law,deposes and says that he is the };>J:~.9Jh_~_:r _
.(Exec"Adm"Legatee,'Etc.)
of the estate of ~_~__.Q~§._h§._t.!'!__W_~!'9:-._whose last residence was _~__'l79__-fJ_~~J!l'1~~n__S1_"'_
..(No,)(Street),
J~2~~!!-_~?--_t!~f_._~L__r§._!,deceased,and that the whole of the estate of said decedent,who died Q,g_t.._~__J9_Q~L _
(City,Borough or Township)(Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANeES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES.ADDRESSES Mm RELATIONSHIP OF OTHER OWNERS.
"
o
Real Estate Estimated
Lots #16 aq.d #17 in the J.E.Nutt Plan of L2ts aJi A Value
r~.L ~,,~y 'I-0 ()O •9'.~~......lack Diamond Station,Carroll Township,Washington Coun y,Pat oJ
7 [>/1"'"
1/5 interest of the above described-~3.OG-:"-~.\JVpremises-
~
~~L yd O 6
Personal Property
B
NOTE:You may expedite the processing of this return by filing with it,and as a part of the return,
letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the
decedent as of the date of death.Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account,account number and the exact name or names in
which the account is registered.
--',Jointly Held Property Estimated
Value
,-
.r,
i \,-,'
r
I \J
,,,I.{I ,\.
-
I Transfers within TWO YEARS Prior to Death
I
\({I .~.;v
(1".f .."),
,I.J ('-
I
I
That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of
another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent orotherwis.e,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
-
'".'.",
----------.-
RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
NOTE'List first five items in the spaces so provided,observeJlotation.s thereon and instructions,
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
iKEGISTER ONLY
L.M.Frye Funeral Home Funeral expenses paid $I..720.PO $
"'
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
,-
Counsel fees *
Fiduciary commission *
I
OTHER DEBTS AND CLAIMS
(*)See Note below
-'
...
~-...
----~.
--"'$
Total 1;'l~O 00
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater
or less than the estimated amount claimed and allowed.
S~bscribed and sworn to before me this.,/~...."...
••H ........::::~••19 ..6~~~~~..,~,.~/
..pAUl-W.NHSON,NOTARY PUBLIC
-MeNOftWCII,IH'SUIHGlON rpmy
-"'1,v7t/j/.Yt.Il,·1l"..q..I:k~.7....~~*Administrator )
..7.T9..~?-.~~.N?-.~~.~~.~, .
_._(Street Number),
..~<?~<?~g,E!-h~;:1;~.~.,~~~)'.59.~3..
(City or Town and State)
MY C3~1~{SSION EXPiRES MARCH 29,1971 • )
Hav'9g b..n .duly ,w".~ngto law,[do h'r':t"tifY that tho abovo app,·a'"m.ot i,mad.in .onfo,·mlty with law 00 thl•
..........',/£~..day of 'z;:r''----'-:r?4.-e...,,.';?7'~d'»:/Q "'--7,~_.,.c:.~.4?~7~7..·....~·..~,a.-.,Apprai7r
I
"-In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to collateral heirs of the decedent after the
expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF T!lE-~E9ISTERj)F WILLS
I,the undersigned duly elected Register of Wills in and ~~~~~~..-!••..County,Pennsylvania,do respectfully
report th~t1havoHow'"d.ht,an."d.du.tio",in tho amoun""aim.d hy d.pon.nt <opt u to th...It..,,,wh....a.greate.1'.0'I",,,amoont
is set forth in test column to the right in said schedule above,which greater or sseI'a72t represents the sU~l}llowedas a deduction.
Dated:~4!..c:r./£'.<fL..........1 ·.~~~.m:4~~~:P..
/'.Register of Wills
(/IIr
",.
r~··
Form No.RCC-62 (12-66)
WillAdministration INo Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Deceased
Late of .
County of .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
"'
.........\.~.,
"..'"
./;1
¢~.r r.//fl
.r
c
...
"'--\~}J ,
---'J ~
'->J \
""
----------vJ "'<\
~V
y CJ /
~-'.
~
'.,
-~1
FonnRCC-2·
COMMONWEALTH OF PENNSYLVANIA DATE June 18 1968.................................................................1..................................DEPhRTMENTOF REVENUE ,RESIDENT INHERITANCE TAX Washingt on .COUNTYBUREAUOFCOUNTYCOLLECTIONS•~...............................................................................................
HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO.....................................9.3...::~.?::.$4J.:.....................
Whereas,......................................~.~.~.~....W.ARP...................................................................late of ........................Monon&i.he.la................................................
in the County of ............:.:.:..................w:~~.h.~.~~9..l,l ....:...........................::=::~:...............Commonwealth of Pennsylvania,having died on
the ......................................<?!..9.........,J~.....................day of .......................Q9.t9.1?.<a.r...............................19..!>.?...,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.................................~~.~.~.....9.~~~y..............................................................,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 AppraisementOescrlptlonofAssetValuesMadeforInheritanceTaxPurposes
$
REALTY:
As per appraisement filed 800 00
PERSONALTY :
.",~
NONE NONE
TRANSFERS:
NONE NON.I£
!l.l:...H.li;W:
NONE NONE
Total 800 00
I
I
I
I
I
I
IESTATEINSOLVENT,
I
I
I
,
....WASHIN.GmON .County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
J.GRAHAM WlRD..................................
Deceased.
I;Late of
4
MONONGAHELA...................-.
.'
Date of Death,O"~t.ob.er..2O',1962 .
Appraisemel!t Do~ket Vol.,...1/8::.2.7..
Page,14.5.~4 :No...6.3.~6.~.$4l .
Filed in Register's Office,June 18.,..19..68...
Amount of tax due,$__._._-
1
DEPARTMENT OF REVENUE
•
Received,..............•.·u········..·__...___._•._..•...,..._.•.._..•
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal j"om APPraisement,.
Entered and charged,.
,'j .\.,
',.
~