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HomeMy WebLinkAboutOC1968-0842 - ESTATE OF WARD37-125-3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHeRITANce TAX DIVISION NOTICE OF FILINa OF APPRAISEMENT IN YOUR RI'~Y '~IA'I "IFI"TO JAMES A.WARD Informant In Re:Estate of _ED:WARD P.WARD ____..;.;W_AS::..;'H:.:.;I::..;N;.;:G...:.TO.:..;N:..:..------County -File No.63-68-842 Dear Mr.Ward: You are hereby notified that the ~~Q~r.ig~1~·nau·~1~------- appraisement in the estate of Edward P.Ward has been filed in the office of the Register of Wills qf WashinRton County on J,me 18 ,1968-.Said appraisement reflects the following valuations: Re alEst ate 3~'Ll6o!...5~0:!J.uO:QO~-- Personal Property __ Transfers _ Tota1 ---..3~,,.s.6:.t;5u.OL.J.,.O!l..lO'---- 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 .=..Jun=e:::.......=1::..:::8:.J!J-=1.£.96:::;8~--/l ~O~.Signed,.?-"""O::"-~_-b~.....,;l:1l~~4=-~~_~~/7/f. Title W.R.CHANEY CHI.El<'APPRAISER DATE OF DEATH:August 10,1<)61-- Note:This is not a bill. ----------------------------------------------------, "CC.-:'(:)(~-64) cmnJbNWEALTH OF P.<:NNSYLV,\NU T~UN::'FEH.INH1\RITANC"E TAX R.::<:SIDENT JmCE'J~NT WAHD,EDWARD P. F'ILE ..#~6J-,?8-842 August 10,1961 SUMMARY the real and personal opposite each item in I.the undersigned #63 Washington 08-10~61 ApPRAISER rtEPOnT OF INHERITANCF:TAX APPRAISER duly appointed Inheritance Tax Appraiser in and for the County of ,Pennsylvania,do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right .....i~n~S~cTh~ef_d-u-l-e~s~"z:.AJ..".,;;;,~"~B-""::....'4"~c-"-.:::.~a/:"~~"jjr:.'/L'J 06-]8-68 _Vc.-..--./~<;-Dated: FILE,#63-68-842 06-18-68Dated: 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,~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. REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $3,150.00 ._$3,650.00 $~ 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) CLE~q VALUE OF ESTATE 3.150.00 ==l~t5~2~3=.0:::=:0=:__ 1,627.00 3,650.00 1z 523.00 .- 2,127.00 ======:= Valuation of life estates or annuities .*----- ESTATE TAX ASSESSMENTS $------ COMPUTATION OF TAX TOTAL TAX BALANCE PAID ~-----~ d>._:J _ $----~-­ $-------$ $------- $------ $-------- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. *-------d>~'------- FOR USE OF REGISTER ONLY Tax on $________n% Tax on $.__10% Tax on $.~$_ Tax on $2,127.00 .__~/0 $319.05-._ 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%from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6%fromto__ 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 . I'"THE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF EDWARD P.WARD Deceased Late of .. County of MONONGAHELA ..WASHINGTON . ~, Commonwealth of Pennsylvania REPORT AND APPRAISAL ! ... Fonn RCC-2'· DEPAR~NT OF REVENUEf. BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALT'H'OFPENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT D"TI!_..~1IJ'..~?'_~2~,!....1 COUNTY ~~?~~g.~.~~. FILE NO §?:§.?::.~4.~_i Whereas,~~;r.g ,r.~W~4.,late of ~9.~9.Ag~h~J.,~. in the County of w.~.~.h.~OO.9.R ,Commonwealth of Pennsylvania,having died on th 10 th d f A~st 19 61 ' d d sed f t te.........................,.....................................................................ay 0 ......................................................................................,seIze an po s sse 0 an es a e subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...,...,..................................~.~..~,~,..,9.~!}~y...................................................,an appraiser dulr 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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoleS $ REALTY: .As ne'r annraisement filed '1.6150 bo PERSONALTY: NOlll~NONE TRANSFERS: NONE NONE JT.HELD:, NONE NuN.l:!,; Total 3.650 00 form~~V~~h b~::~rh~W~~L"~~:~:;o~e~..~~-Z~~~e ..~~r~ise~s~:~e 1~;J:. %~....,............,~..........,..,_,....rr............~..,......................,;....,....-;z..~......<..............;;;b;;;..';d'..St~~~i';...........................................................,..~"....rfi;;;OO;;j···········································,Penna. .. WASHINGTON COUtlty " RESIDENT INHERITANCE TAX APPRAISEMENT Estate of EDWARD P.WARD.................. Deceased. Late of M0NONGAMELA..................... Date of Death,~:gE'JJ..$t lO',1.961 . Appraisement Docket Vol.,3..7 . Page,:t.??~?No 9.J..:::~.f3.::::?4?. Filed in Register's Ofjice,Jwe.18.,.....J9 68 Amount of tax due,$__.._.___ DEPARTMENT OF REVENUE • Received,...._-.__-_-__---..__.---------- t Exa.mined and Approved,.. Wrote abo.ut Appra.isement, Appeal f1'Qffl Appraisement,.. Entered and cluJrged,.... Fonn No,RCC·62 (12·66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961, EFFECTIVE lANUARY 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)~-;/ OFFICE OF THE REGISTER OF WILLS County of Washing.ton ...,..... ........~~.'?7~..P::..V!~.~~'of Z79..~~.s:t?M~+n .S:t.r:~~.t.' . (Name)(Address) being duly _.~~.~~~.._ _..according to law,deposes and says that he is the __Qrg.t-h_~.:r.__~.._._.._.._____. (Exec"Adm.,Legatee,Etc,) of the estate of _.~~.~~.~~~.~._.~~.:;:~___whose last residence was 775?.~.?:~_~_.JY!~~~..~_~~~~.t...(No.)(Stteet) ~.?~.?_~g:.C:~.~.~~.!....~~.~_.._._.....__.deceased,and that the whole of the estate of said decedent,who died .A..-gg•....l.Q.".._1.961 (CitY,Botough Ot Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN0ES UPON EACH PARCEL AT DEATH OF.DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSH~POF OTHER OWNERS. Real Estate Estimated Lots #16 and #17 in the J.E.Nutt Plan of Tots at.Value _~ ..'",.,'C&/~I ://1 ll~-...·~lack Diamond Stat'ion"Carroll Township.Washington Countv fJlr"""Zl'Jr-Y5--J ::r~ .u IAr~{4 ~ 1/5 interest of the above described premises ;L~-b-00.---j)'~U-I /'UJ~·~r~{c!f$5fJ,.0ouseinthefirstwardoftheCityofMonongahela'7 1/3 of the above house -'"/67(4~,~2.850.00 .,r~,o""',". 2CS-~ V:l~GO, Personal Property / - B H 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~<).. - , ," I ~.;( ,,. , f, - Transfers within TWO YEARS Prior to Death -"....I ..\ ,(".~,.orj.......- .(.('II,' ,.~, r ,..I ~,.. <:',0 " That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly wit~,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 BENEFICIARYaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT - '~1~J :t'!'t. ",, ~Si;ENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided,observe notations thereon and instructions, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN KEGISTER ONLY ,-,.M.FrYe Funeral Home Funeral expenses paid $J..t)2~.00 $ 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 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 ../~•......... ...''77J''daYO~~,19~.:r ~~~~. --:-~\Yr W.NfLSON.NOTARY PUBtlC '2".c~~.a ~{.XbMmlX-Administrator) 1.Q.;E;~~t .Mf:l.:in .S.ji.•....................... .(Street Number) ~C?~~~~~h~.~~.~..f~~.:?~.9~.(City or Town and State) .lilY COMMISSION EXPIRtSIlIAftCH 29.1m ~.Having be.en d.uIY~WOrn ~.i to la,"::,.I do hereby certify that the above appraisemen.t is.made in conformity with law on this ........;.·,::::'o··/.f'.··dayof ...~;?;7//it,'.pr /)-:a-G/. _..»,',\/·~/?······~~.d'L.~·e.y····~A·P~ In the event that any future interest in this estate is transferred in possession or enjoyment to collJrteu«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 THE ~TER gF WIL'LS . I,the undersigned duly elected Register of Wills in and for ~...<"~--6'•~~County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amoun s claimed by deponent,ept as to those items where a greater or lesser amount :s set fort~in.eI ast column to the right in saidschedule above,which greater or re er amo/jpresents the.sum~d as a deduction. Dated:e::?f':x.e<"../t../?~/...........!.~~~~(~~Yf.1f.~'~~~-:!. .Register of Wills I \J .., '-. Fon11 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 t7)'ego; c;~ ///PCf'r---r- I~ :. /\",OJ (/ ~ -I: ../ Form RCC-4-RI-3-66 No.949071 ~9 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax RESIDENT DECEDENTS File No.'3-69-942 WASHINOTON County,ss: Date AtJgust)2 ~19---6fl Office REGISTER OF WILLS.WASHINGTON,Pa. Received from James A.Ward *Intonnant (~~1&~R>of the estate oLf --JE~n~.·Ir~IAUJJ:t!(I);L·~P~,~H~A~nDn--------------- who died August 10 1961 ,the sum of "1m IUlNnRED THIRTY.POn"a~35/100 - -Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax 319.05 Balance $_ fA AA'j/ft P.JJ//fj ,>to'.. SEAL Total Tax $_ Less Tax Previously Paid (if any)$============ 319.05 Less five per centum of tax ifpaid within 3 months after date of death $============ $115.30 Total $434.35 *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended by Act No.381,approved Tuly 11,1957,and Act No.207,1961,Section 302. Amount of Estate Tax Assessed under the Act of May 7,1927.$_ Tax on $5%$ Tax on $10%$ Tax on $2%$ Tax on $2.127.00 15%$ Exemptions *$ Total Estate $ Add interest at the rate of 6 '%'~m 8-10-62 0 ro date $:4,650..00 $1.523.00 $.2,121.00 $,------ $3.650.00 Valuation Valuation $3.650,,00 $,------ Total $i _ $i _ Total VOOD [P)[LD ©£V[E Date 6...8...68 Date Real Estate Personal Property 'f.otal Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date 19__$_ ________19__~$============= Estate Tax Assessments Date 19__$,_ ________19__~$=============== 37...125..3 NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed in numericalsequenceforauditpurposes. NOTE:In accepting the transfer inherflance tax on future estales prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 31 Page 125 I.in,t::..e__3_,_ DWARD P"WAnDEstateo'Lf_~_ OFFICE OF REGISTER OF WILLS tlASHINGTON,-----------_Pa. Date,..,....,__-=A:..::.UQ.:::..U:::...::S=-=T~12=-_19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 RUSSELL HARINO Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills all duplicate re.ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each such receipt shall be signed and sealed by the Register ofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills," Fill in below name and address of person to whom tax receipt is deliveredl r- To L ~ATTY"USia JOsnPR J.BENEDICT 252 WEST l1An~STRlmT