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HomeMy WebLinkAboutOC1968-0970 - ESTATE OF ROYEDFonn No.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 18,1981,/ EFFECTIVE JANUARY 1.1982.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)V .)... OFFICE OF THE REGISTER OF WILLS WASHINGTONCountyof . BERNADETTE EMERY R.D.#2,Eighty-Four,Pennsylvania,.........;'of . (Name)(Addreas) being duly §_W_9K~L ...according to law,deposes and says thafbe is the ~~_~_~~~~~_~._ (Exec.,Adm.•Legatee,Etc.) BERNADETTE RaYED .130 Thorn Road,of the estate of.._.•..._whose last residence was ----fN~T-------·---··-----------(s-t;~~i)----·----------------- ______~~~E..!!:_~~_~......deceased,and that the whole of the estate of said decedent,who died _..M~!(-£l1)---~,~-J-~67 (CitY.Borough or Township)Date consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN<i:ES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS, Real Estate Estimated I Value I l/I I~0 ~.FJ~NON~~j J/yv 1XU'''---.-----i - ... I I Personal Property (OY---~J10sharesAmericanTel.&Tel.Company,common, val.at death 3/3/67...-------$61.00 per she $610.00 ! ,', .',, ..-, , ( ..... 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. ...•EstimatedJointlyHeldPropertyValue-.I:. ....~ NONE , ,-, ,., t -t t t \ Transfers within TWO YEARS Prior to Death NONE ~ 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 D·EPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT .-...~~.-,.,-=>';-... NONE - 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 orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Isabel Engel J.~yV :l~nornri~C1pj daughter yes 1 {3rdWashinliton.~. Murray A.Royed,~~le~~~Jrti~PbeMt yes 1/3rd Bernadette Emery R.D.#2 daughter yes 1/3rd .. .l!!.ilghty...J:i our,.t'a.,- ...--...~..<.~ I J .'~ Funeral expenses paidAbelFuneralHome RESlPENT DECEDENT DEBTS AND DEDUCTIONS CCA.IMEb" NOTE:List first five items in the spaces so provided,observe notations thereon,and instructions.,....::.c.....::....:::..:c::..-'--'-__-"-__-.!._~._!___'_'_,_------- ,--D=-=E:::cB-=-T_O_=_R--'-C_'_L---'A-'-I_M__~--___r----~--=-N-=A-=-T=-U-'--R-E-O-'-F_S:,..-A_M_E --..__=A.=..:M=-=.O-=-U--=..N_=T:,.---1nTHIS COLUMNttEGISTERONLY $1,455.00 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees oj< Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below I NSOLVEN'I ESTATm 1-------+-+------+-- Total $1,455.00 Eighty-Four,Penna• .(City '0''':To'~~'~~d'sidiei"""""'" Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlel1',lent of any fee,commission or debt is greater or less than the estimated amount claimed and allowed.'" Subscribed and sworn to before me this . ~.<?-J-fA.'J l'68:.'"iO',..b~:.,'..~",'day of "','U .Y ,19 . ·~(?~~j,ii~····················· My Commission Expires: Having been dulyJ7~'ding to laW~Idoh y ce 'fy that the above appraisement is ~;d,e,in conformity w,ith law,on 1h~ .............../dayof.·/7'/·..77·'l~P ~7M~".~..~-<-v:x K: ~J\p aiser 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 THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or lesser amount represents the sum allowed as a deduction. Dated:. Register of Wills ,~ J', , " FOlln No.RCC-62 (12-66) WillAdministration INo Year ..' . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF BERNADETTE ROYED Deceased Late of yvashington............................................................ County of ..yy~~~tI?-gton...................................... Commonwealth of Pennsylvania REPORT AND APPRAISAL .)--. .~... • I -......- J.-...~,- .........,'" ,~:..., l"i::::!"1'Jc::;~~ "........... ~,-·~11 ""1:... ~.:-".);..:.:'-0c.n ,., (, (~...., (.;; tD ..~..==:.....~ w -- j--- j f I :----.1...._- ,-.~George B.S!~genga" Attorney .' ---~-----------------------~ RCC-81 (2-64) COMMONWEALTH OF PENNSYL"VANIA' DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT BERNADETTE EMERY (Executor ~). IN YOUR REPLY PLEA.E REP'ER TO.37-1-1 / In Re:Estate of ..J:Bl.I.:E£IJ'R.LlIN..a.AD~EQT....ToI.,,!E=_·'..J.R~QL.!Y"""ED!j,/'~_ _____W~AS=<H~I=:N.:=.GT=.:O::.:N~County - FHe No.63-68-970 .De ar MrS.Emery: You are hereby notified that the Qriginal appraisement in the estate of .Bernadette Roied has been filed in the office of the Register of Wills qf Washington County on .July 17 ,19 68.Said appraisement reflects the following valuations: Real Estate _--'-_ Personal Property ~6~1~O~.~OO~_ Transfers ~..."._..."..,,--- Total -~.....;6;;.=1:.;;O..:.•..;.O..;.O--- As to such tax that is paid within three months from date of death,a five (9%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e -:J~ul~y__=17J.,;.L-..:l:.L9.=.68=___ DATE OF DEATH:March 3,1967 Note:This is not a bill. "'CC-:9 (6 -64) CO~ONWEALTH OF PFNN~YLV,\NI:\ T~UN~FFH.INHERITANCE TAX R..~S !DENT DECEDENT ROYED,BERNADETTE FILE ff 63-68-970 March 3,1967 SUMMARY I.the undersigned #63 Wa.shington FILE #63~68-970 the real and personal opposite each item in TmpORT OF INHERITANCE TAX _L\PPRAISEH duly appointed Inheritance Tax ~ppraiser 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 in Schedules "A"1 "B","C"and "E". Dated:07-17-68 03-03-67 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for __ County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed bJ'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. Dated: REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $.-$$~-----610.00 610.00 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 Valuation of life estates or annuities ...•.... ESTATE TAX ASSESS~mNTS 610.00 =====:::::...,.,-- *----- $------ 610.00 =====.-======:= COMPUTATION OF TAXFORUSEOFREGISTERONLY T ax on $•__5%$_ Tax on $.__~\~_ T ax on $.__~$_ Tax on $.__1E'i%$_~_ Exemptions=======:=(:::) Total Estate __ TOTAL TAX $_ Less tax previously paid *~========~.. BALANCE *_ Less 5%of tax if paid within 3 months after death $=====:= (:::)As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE Sl;_ Add interes tat 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 l Administration ~No. P.Il THE Year .. ~IATTER OF THE APPRAISEMENT OF THE EST.-\TE OF .J3~DET:r:E...:tt()J@. Deceased Late of . County of WASHINGTON . WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL .' (~ DEPARTMENT OF REVENUE BuREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 Fonn RCC-2· • ....... COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.~y ~.7.1 ~.9.9..?. COUNTY ~~~~~.?!1::. FILE NO...~?:.§.?.:.2.7.9._. Whereas..~.~.r.~.~.q~t..~.~;R9Y.~4 late of W~.~h.W:\!.9.A . in the County of W.C3:~h.~.~.~Commonwealth of Pennsylvania.having died on the J r.4 day of ~;r..~b...........................................19 6.7....seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania·• Therefore.I...............................~.~~..~.....9.~~~1...............................................................,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ REALTY: NONE NONE PERSONALTY: As Der annraisement filed 610 00 TRANSFERS: NONE NONE JT.HELD:I NONE INONEI I I Total 610 00 I I I ..I I torm~V~~hb::::rh:.w~~t~~~:~;o~e~~~r..".ert Z~~~~.~~~.a~o.~.~...~~~~~~.Q ..~...~~.~~~.~~ei~~.con~ Z._e-<.""~-L:-7""",........,..""""""..;;..~£~A.~;~~i!;~·....~:z~,..··~..b;:..~..d"St~~·~t·)····"..·,··,·""'·..·,..··,"",,..~.~;;2.\'.,,':.:;;;';,Penna.-(Poat OftlCle) WASHINGTON'County..................., RESIDENT INHERITANCE TAX APPRAISEMENT Estate of BERNADETTE OOYED Deceased. Late of .W.A~.l:I.:i:I:'J9'l:'QN.. Date of Death,M~.c.h ..3,1.96.7 ,. Appraisemel!t Docket Vol.,.2.7.. Page,l~l No....q.3.~.9..$~.97.Q . Filed in Register's OfJice,July ..17.,..J9 68. Amount of tax due,$__._._ DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal f"om Appraisement,.. Entered and charged,..• ~ /I.,I BESIDENT DECEDENTS File No.63...h8....g7n COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax 19 5S ~9 WASHINGTON County,ss: Form RCC-4-RI-3-66 No.949032 Date July 25 Office REGISTER OF WILLS.WASHINGtON Pa. Received from Bernadettu :&de1"1 (Executor,}A'm~~mni~U)of the estate of rmRN~nEfTE ROmD who died .March _3 19 67,the sum of f\fELW and 30/100 ...-...._...............Dollars, being TRANSFER iNHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax NOTE:This Triplicate Receipt to be retained by the Register of Wills cmd filed in numericalsequenceforauclitpurposes. NOTE:In accepting the transfer inheritance tax on future estates 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. Date 19__$,_ ________19_'.~$=========== Estate Tax Assessments. 12*20 Balance $_ 1~,"~Total Tax $_ $======= MOORE BUSINESS FORMS,INC.,ELMIRA,N.Y. Eegister of Wirrrp Less five per centum of tax if paid within 3 months after date of death $============ Less Tax Previously Paid (if any) $,10 12.30\T<:~al $~-.,._ *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,~.L.,1757,effective June I,1957,as =ended by Act No.381,approved July II.1957:a~'d Act No.207,1961,Section 302. SEAL)".. I z:;"f.,;~.~t2e.~dr:~~!fl~t_Jt...~..a Amount of Estate TaxAssessedunder the Act of May 7,1927.$_ Tax on $5%$ Tax on $10%$ Tax on $610.00 2%$ Tax on $15%$ Exemptions,*$. Total Estate $ to date Add interest me~:f.ato6'f 6 %' from .....,_ 37...1...1 $,------ $610.00 $. $,------ $. $,------ $, Valuation $,------- $,------- Total LTTffiD [P)[LD ©£v[E Date1...17....68 Vafuati°610 it,00 $,------ $,------- Total Total Gross Assets Less Debts and Expenses of..Administration Real Estate Date Clear Value of Estate Valuation of Life Estates or Annuities Date 19__ ____'---19__ Personal Property FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket ~age .1 Ijne~ Date. Estate ofBERNMmTfR llOYR-!!. OFFICE OF REGISTER OF WILLS tiASBI"1CTOl':'r Pa..........W&'1 JU11 ~St 190fr SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY IS.1945.P.L.528 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·theRegisterunlessthereceiptissosignedandsealedbytheBegisterofWills," Fill in below name and address of person to whom tax receipt is delivered:. I"I To Am..<lEOrtCS B.SlEGBNGA 516 W QSI~'ln ~"Aun»DU!=~*:;:...,...4IQ.~~if ~:;;~.~"Q L tfA~HINt1TOR,PE~JWm.!VAN:tA 15301 .J