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Home My WebLink AboutOC1968-0972 - ESTATE OF GORDON~cc-~q (6.64)..'.~ ('.OMMONWEALTH OF PI~NNt'YIN,\NI.\ THAN~l1'F.H INHERITANCl':TAX fu~SIDENT DECEDF.NT GOROON,CARRIE FILE #63-68-972 April 28,1968 SUMMARY 07-18-68 04-28-67 Dated: FILE #63-68-972 TmpOH'l'OF INHERITANCF.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","B","C"and "E". ~~Q~-<~Vf AX APPRAISE~ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Wa.shington 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 o.r lesser amount represents the sum allowed as a deduction.!? Dated:07-18-68 ~~?~ REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $,~$$------ ___~E!>!.st!at~.l.nso~iv~e~n~t _ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDUL E F) CLEiLq VALUE OF ESTATE 1.250.00 .~_ 1,250.00 ,_ k388.0Q :-o-- 1,250.00._ 1.250.00._ '":2,366.=Q,O=:_======:= Valuation of life estates or annuities ••.•....*----- ESTATE TAX ASSESSAffiNTS $------ COMPUTATION OF TAX (:::)As evidenced by Charitable Exemption;'Certificates issued by the Secretary of Revenue. FOR USE OF REGISTER ONLY Tax on $•__5%$_ Tax on $10'%~_ T ax on $:==@ $__-'--_ Tax on $,__15%$_ Exemptions :~(*) Total Estate __ TOTAL TAX $_ Less tax previously paid *============\:== BALANCE $_ Less 5%of tax if paid within 3 months after death $~==========I_ 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 QF 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. I --l Will Administration t No.Year .. P.I<THE ~IATTER OF THE APPRAISEMENT OF THE EST.\TE OF CARRg;...(]9.@()l\l. Deceased Late of ... County of BROWNSIVILLE.. .WA.$HJNG:'l:()~. Commonwealth of Pennsylvania REPORT AND APPRAISAL " ~ Fonn RCC-2· ,DEPARTMENT OF REVENUE'-- BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAx APPRAISEMENT DATE ~.~;r.~.~?~.?.~.~. COUNTY Wi.§.h;i..ng~.Qn.. ....'.-....~ FILE NO...§.?:.§..?:.???. Whereas..9.!:~~~.~g.9.~.q~!:':late of :~~~.s..!i..~.:l::~. in the County of Washing5on Commonwealth of Pennsylvania,having died on the ??:tJl.day of :A.:p.~~~19..~7.seized and possessed of an estate subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I...W.•.R.Ghanej ,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 Ufe 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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ REALTY:! NONE NONE PERSONALTY: NONE NONE .j , TRANSFERS : NONE NONE JT.HELD: As nAT"..ement filed 1,250 00 Tot&l 1,250 00 Estate Insolvent torm~';,':fhbl::::~~W~~L:t~~~·~.~o~~~&~~~~~·~~i.~e. .."".....~L ....".........~~~d,(,'............~,,£....d ........"................ Appraiser ~··~·····Z···,·..·..("······~r·..;d..St~~~·t·;····,·,..················..······..·.......................... ......::............~.........27~....~,..,!........................,...............................,Penna. lPOlt OIIIel' ................WA~R:I:N.G'J:'Q~.COUllty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CARRIE GOROON Deceased. Late of BROWNSVILLE..........................................,-. Date of Death,Apn.l ?$,J..9Q.$.,. Appraisement Docket Vol.,3.7 . Page,~3.J.,~.9..................No...63.~.Q.~.9J.5... Filed in Register's Office,July 1S.,......J9.6.8... Amount of tax due,$__.__.._-- DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal fMm Appraisement,.. Entered and charged, \'~ 'e .' \ ~ R CC-B'(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT .. ELVA \vORRELL'Informant IN YOUR REPLY PLEASE REnR TO 37-131-9 In Re:Estate of C~ARR~~.·~IE=='~G~ORD~·!CO~N!...··_ _____.....:W.:::.A=s::.:H:.=n=::N::::.GTO~·'~N~·County -File No.63-68-972 Dear Mrs.Worrell: You are hereby notified that the origin;,l appraisement in the estate of Carrje Gardon has been filed in the office of the Register of Wills qf Washjngton County on July 1$,19..6.8.Said appraisement reflects the following valuations: Real Estate _--'-_ Jt.He1~~.:::.1.z.::.2~5~O.~O:.::::O__ Transfers --::~::""'::":~~-- Total -~1;.L.2::::..5~O~.~O~O:....__ 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.:ul::'YL.-:1:.:;:$..z,..--=1::..9:..=::6~8 _Si.ned~teA~ Title W.R.CHAN.I!.."!.«CB'APPRAI~'I DATE OF DEATH:AJri1 28,1967 ESTATE INSOLV.l:f:NT Note:This is not a bill. County of .:..~~?~~~9.~9P . ..........~~~~.!V:q~.~~~-:of,f.·.q:-..~9~.$?~c.g,:l?•.#~j ..l?~.Q\iP.~Y~.J).~.t.\.:ra. (Name)(Address) being duly ~~<?_~!..l .acc~rding to law,dep\oses and s~}'s thatEhe i;the ._....~~_~?_E_~~!.1.~:._...\ . _ ...(Exec.,Adm.,Legatee.Etc.) of the'estate of Q~_:B;J;_~:_-§Q~g~_~whose last residence was .~_~_!Q_~~9~~_~§_I ~.!'_!?_!'_#_?_ .(No.)(Street) ___J?_~2~_~_~A-_!~~.deceased,and that the whole of the estate of said decedent,who died __~p;!;j._J,---~e-,-J,~-Q 7 .(City,Iloroughor Township)(Date) consisted of:..t r r--:;:,No.Ree·""'·00)TBJB FORK _",RED IN ALL BSTAT..WlTN GIlOBS ASSETS UNDER $I',''',UND••SECTIGN .01 GF ACIIG;''UN?:;;', I E:'F~~IJE .JANUARY I,1962.(FILE.IN DUP~CATE WITH COP,F WILL,ATTACHED)j''.:i J ;(r i:,J I •,,7 ,/1 w~OFFICE OF THE REGISTER OF WILLS ..'1-)\.r'lllll'S'1/J 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 Aim RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated NONE Value . .~ personal Property NONE .\ .-.., ~.-".'*.---*.•~ , .' 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 All that certain iece or tract o."'-surface situate in Centerville Borough,Washington County,Pennsy vania,'being Lot No. 22 in the Riverview~Plan of Lots as laid out b lizabeth P. Moschetta and of record in the Recorder's Office of Washington County,Penns lvania in Plan Book 7 a e 135-136 and bein mo e Estimated Value "....., ... particularly bounded and described in Deed from Carrie Gordon, widow"to Carrie Gordon can0.,Elva Wor,rell,her daughter,dated August 27,1964,of record in D.B.Vol.1184,page 396,Washington Count Records NOTE:This ro ert dated July 2,1968, $2,500.00 Transfers within TWO YEARS Prior to Death NONE axable one-half /.I~sold under Articles of A reernent and Betty Danko,his wife,for $1,250.00 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 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 Elva Worrell Box 556,R.D.#2 Brownsville.Pa.daughter yes -----sole beneficiary - "RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED.., ..NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions. DEBT OR CLAIM Kissinaer Funeral Horne Elva Worrell,daughter deceased Russell Marino Georqe J.Modrak of NATURE OF SAME Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses *Filing Inh.TaxReturn Counsel fees *Preparing Inh.TaxPapers,etc. •AMOBNT THIS COLUMN ~EGISTER ONLY $l,055.pO $ 1.000.00 3.00 60.00 OTHER DEBTS AND CLAIMS Fiduciary commission * Lafayette Memorial park "II " Rev.H.L.Davis Rev.Carl Taylor (*)See Note below Grave marker Opening &closing grave church services church services Total 128.00 80.00 20.00 2'0.00 $2,366.00 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..~~M ~'.S~bscribed and sworn to before me this ~J;l.q . (Executor-Administrator)......................•d~(.:::,'~~. GE RG .MODRAK.Notary Public sburg.Washington Co,.Pa. ..~.~~~..J?~~.~?~!..~~..P.~:H:?. (Street Number) ..l?~9.~f?V?-::j.~~.,J?~~. (City or Town and State) Having been duly sw~~ording to law,I dOrrbY certify that the.above.app,·a;~m,nt ;,mad'.;n ,onfm·mity with law on thi, .............../I".~.....dayOf··J·~~········/7·'/·#7 ....".49~r /)e..--,J ~/,.~....~~:?(...~G··~·i~ In the event that any future intel'est in this estate is transfelTed in possession 01'enjoyment to oUa ral heirs of the dec ent after the expiration of any estate for life or for years,the Commonwealth hereby expl'essly reserves.the rigR 0 appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. ...~E~ORT OF T~EROFyILLS . .. 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,ex~s~hose items where a greater or lesser amount :::d~o~t~.jZ.~~.:I~~':Z~.:?;'::;;;~I:.abo..,wh;'h ."at""I'.':':.~.,,,,:nb.th'.:~~~~~..,J. .Register of Wills, ,j,'6nn No.RCC-62 (12-66) I,Will :.. Administration INo year . IN THE II' ~) MATTER OF THE APPRAISEMENT OF THE ESTATE OF CARRIE GORDON..........................................................".. Deceased 'Late of ...l3rownsville..................................e_.. County of ..~~~h:i:-J;l9:'t:-?!l.............................. Commonwealth of Pennsylvania REPORT AND .APPRAISAL(,,_.,. (.-) t...:J ........ ::oJ c_ r.1='J C -,;:")c:r •Z0~~~.:J I,;)r:'-". 0-;"n~._~"==~;=:;: C,:...:.0 Nc.n .. ~... GEORGE J.MODRAK 'ATTORNEY AT LAW 22 NORTH CENTRAL "',VENUE CANONSBURG.PA.