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HomeMy WebLinkAboutOC1968-1079 - ESTATE OF DAVIDSONI Fon'.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,/ E):r~YE JANUARY 1.1982.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)"&3 ..-.~.2:-I CJ 19 v' OFFICE OF THE REGISTER OF WILLS REAL PROPERT _.._.H_QJ1§_t_Qn.....f..~_t..._._...deceased,and that the whole of the estate 0 "..._""",,-,~_,~ed _....Qh...ll.....1968 (CitY,Botough or Township).,....--7"'-...!!~..,...'---------_(D_ate).~)/cons;"ed oE ~ County of , , , , ,.\1fi.Elb;i.,ngt.Qn.,.,,,,. •, ..............~~.s.~~..I!~.g~~.~~~,of .}~?.\i~.~~:.PJ~~.,.9~.~~~:t.•.gq~.S.t:9rh.P.a.•. (Name)(Address) being duly ..__<~~g.~~_._._._..according to law,deposes and says thatS1e is the .!~g£_~~.~~.~-..-.-.-:-~. (Exec.,Adm.,gatee,Etc.) of the estate of ..~~~~_~~~.'Y.~.?:~.9_~___whose last residence was -~-iJ2 REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN<\: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,Value. }Tone 0.00 ,':'1 - Personal Property None 0.00 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. ~----~-~-~--_..--~-~----~---------------------------------------.......,.... -,I .....7 Estimate~iJointlyHeldProperty77-Value ~,. Joint savin~s account #uSl.Western Pennsylvania National - Bank,Houston,Pa ••with Elsie D.Cushman and James M. Cushman,face $10,,00.00,interest from November 1.1967. $1,4.00,total $10,6,4.00 $3.,,1.33. ~~-.J).j ~~#8-:~!J'?LS ~~Q,-,,~'",0 , - .,,-.~... Transfers within TWO YEARS Prior to Death None o 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 or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATEforththisfact.)DECEDENT Elsie D.Cushman dautZhter ves James D.Cushman grandson yes - 1------------------------------------------------------..... Afn~ENT DECEDENT DEBTS AND DE;~'CTIONS CLAIMED •_f NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions. Funeral expenses paidSpeakmanFun.Home ...--=D:..:E=.:B=..:T=----=O:..::.R:........::.C=LA:.:.:-:IM=---,----'N::..:..::..::A:..::.T:..::.U.=.:R:=E:........::.O=-F:...:S=A=M:=cE=---,-_=A=M:..:O:...:U:...:N-=T=r----1oTHIS COLUMN~EGISTERONLY $1,000 )0 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Ka therine C.Yard N.P.Administration Expenses * m"--a T.1l."'~"''''<'1''''''Counsel fees * notary fee .< 1 )0 ~ Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Gaydos Monument Co.Grave marker 1,0 10 Total 1,176 (~O eb.A...~,..., Informant(~~ .,.,:n.q.:W~.~:t ..~,,~~,.S'jj.~~et,,. (Street Number) Hou~ton,Pa. S'b .bed d b f thO first day ofuscnansworntoeoremeIS•..•.•..•.....••.•.••• Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission 01'debt is greater or less than the estimated amount claimed and·allowed., ........ft:?~.~~.~.,~,19P{3........~..e..:.""'-;-.J/A:~.. /KATHERINE C.YARD,Nor Public ,Washingtoll,Washingt n'0.,Pa. My Commission Expines .'November 1,1969 . Having been dUI~~Ording to law,I do y-reby c~rt..!!y'.that the above appraisement i~?-in conformity with law on this ...............................'"day of .;~~~---:-c.?'/,R':;J9.Q~,.~./L:..~~Z'......~~.A:'..K .......~Appraiser In the event that any future intel'est in this estate is transfel'l'ed in possession 01'enjoyment to'c-o ateral 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~H~GI}iTER W 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 amOUR-'s claimed by deponent,t as to those items where a greater or lesser amount .s set forth in the I~olumnto the right in said schedule above,which greater or less a ou t represents:h~allowed as a deduction. Dated:..~.~---;-.?~'/'.?~&.F ~~~.~"'-~M-..Register of Wills •,. 1"onn ~o.RCC-62 (12-66) WillAdministration }No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Anna M.Davidson..•.......•.....•..•.....•.. J ........•. Deceased Late of ..~C?r.o.'?-81l..<?f..~~~~t;.~l?-. County of ~~~hington..................... l--;-Vr::::/- '"-Commonwealth of Pennsylvan.Ia=tJ '-.)~i~.....!2c::C•Con G)<.;-..''..,-.. REPORT AND APPRAISAB'/Or-h,____ ~:::.--._:t;...: ::",';0 ::0r--.::::-.;;:t-o<r;..u, v"') ~iI I Il Thomas L.Anderson R CC-81 (2-64) COMMONWEAGTH OF,PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA8E REI"IER TO 37-135-9 ELSIE D.CUSHMAN Informant In Re:Est ate of AN_T _N_A.,.:..,_M_._D_A_V_I_DS_'_'O_N _ WASHINGTON 6 6____..:..:.:::..:.:.:=~~County -File No.3-8-1079 Dear Mrs.Cushman: You are hereby notified that the original appraisement in the estate of Anna M.Davidson has been filed in the office of the Register of Wills qf Washi.ngton County on September 9 ,19M.Said appraisement reflects the following valuations: Real Estate _--'-_ Jt.Held ~,.L3.Lo,5""'5z1.:....3""'3~_ Transfers --:,.......,:-:::":"--=~-- Total ~~3.z..:,5~5::.::1:.::.o:&.3..:..3-- 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 (5%)percent per annum is charged. ,Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e __--=S~e..t:p:.::.t:.::.em=b=-e=.:r:.......9w,!......:1:..!9~6:.::.8~_Signed DATE OF DEATH:March ll,1968 Note:This is not a bill. \I ~CC"39 (6·61) COMMONWEAL TH OF PENNSYL.VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT DAVIDSON,ANNA M. FILE #63-68-1079 llfat'ch-lll,1968 SUMMARY -~ 03-11-68 09-09-68 FILE #63-68-1079 rtEPOHT OF INHERITANCF.TAX APPRAISER I.the undersigned duly allpointed Inheritance Tax Appraiser in and for the County of #W·~•63 ash1ngton ,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". &£~~ehV"oINHERITANC~AP;RAISE~ Dated: 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,except 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.9-,lJ/lCh//L ~~/IA Dated:09-09-68 ~~~~~~~v REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$*------ 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) CLEAR VALUE OF ESTATE 3,551.33 3,551.33 =~~,~1~76~.•~0="S0=.~._ 2,375.33 3,551.33 3,551.33 ==,!1~,~17=6=.==00==._ 2,375.33 ======:= Valuation of life estates or annuities • • . • . . . . ESTATE TAX ASSESSMENTS ------_._- (':,)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. COMPUTATION OF TAXfORUSEOFREGISTERONLY Tl;tx on $._~fi%!l:__~--~ Tax on $~{O%~ T a:x on ~----'2-;3~7,...,5-.~33,..--~-,~%==14:='2=.5:2=== Tax on $.lfi% Exemptions :=(':') Total Estate __ TOTAL TAX $_ Less tax previously paid $~==~~====:. BALANCE $-~----L~ss 5%of tax if paid within 3'months after death $=======:'_ 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%from to _ TOTAL TAX BALANCE PAID $--------- $~----- $------- $----~--$---------$/..~.:. FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,same should be noted below,with short explanation. Will ~Administration \No.Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ...ANNA .,M •..PA.VI..DSON. Deceased Late of .fIQlJ..$Al.>N.. County of \<JASHINGTON...,-..-....... Commonwealth of Pennsylvania REPORT AND APPRAISAL 1 ... Form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ..........................9..~.P~..~.l:?~!.......?~......~??.?, DEPARTMENT OF REVENUE ..~'",RESIDENT INHERITANCE TAX ...................~~~?~~~.:?..!:l .........................-COUNTYBUREAUOFCOUNTYCOLLECTIONS 63-68-1079HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO........................................................................ Whereas,........................................Anna....M.......D.av.idson....................................................;late of Houston............................................................................................................... in the County of .....................................~~.~P..~~K~.9.P.:..............................................................Commonwealth of Pennsylvania,having died on the .............................~.+.....~p.................................................day of .............................J~r..~h ..............................19....9$..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,....................,..........Ji..!.R.~.....C..bg,n.~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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoles $ REALTY: NONE NONE PERSONALTY: ,NONE NONE I TRANSFERS: NONE NONE. JT.HELD: As per appraisement filed 3,551 33 Total 3,551 33 form~;v~fhbl:~::t,:,w<>rll.£~~~'~.~o~~~'E~:r~~is;t/?: .~4 Apprai""r .............~....................................................................................................:................................. ,4~r~;~)··················....·...·........Penna. ·............wJ\S.HJ.NGTON ........County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANNA M.DAVIDSON Deceased. Late of HUUSTON Date of Death,M~~.c..h..ll,1.9.6.8 . Appraisemeilt Docket Vol.,3.7.. Page,:L.J5.:::9 No 9~.q$~.J,Q7.9 . ....................................................................................... Filed in Register's OfficeJ.~E:lPt..L.9"'196$.. Amount of tax due,:{j . DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f1'om Appraisement,. Entered and charged, , i , I. l Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 949050 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No 63...\)8.1079 Date August i,1916- Office REGISTER OF WILLS.Pa.\1ASiaI~GTONt tlASaI~t:tTON County,ss:Received from Blsie D.Cush.xaan and James ..Cusa;:taBPayingonInd.Liab....:oi. ~'Ex5cu>t~~~ratolr"€l~1!!1aroli-U of the estate of Mlt!A ~.;.·........~'..DOO..'"C!iolI"'"1oסii_.........:...!'oIl>_""'iIiIaii"'~" who died 1:.•;iH ..19~the sum ofONR itU:mr.tD Tltm1Y au~52/100 Dollars, being TRANSFER lfilfN'A TAX and/or EST E TAX due the Commonwealth as follows:-.... Appraisements Made and Filed Computation of Tax Real Estate Tax on $5%$ Date Valuation $Tax on $10%$ $Tax on $Od Accuunt """',.....,.ij $110.52U].1 Total $Tax on $15%$. Personal Property Exemptions *$ Date Valuation Total Estate $$ $Total Tax $ Total $Less Tax Previously Paid (if any)$ Total Gross Assets $Balance $ Less Debts and Expenses of Less five per centum of tax if paid Administration $within 3 months after date of death $ Clear Value of Estate $It\OOiji\1L;.i;i:B Amount of Estate TaxAssessed under Valuation of Life Estates or Annuities the Act of May 7,1927.$ Date 19__$Add interest at the rate of %'19__$..from Estate Tax Assessments to $ Date 19__$,, '.Total $130.en19__$*As evidenced by Charitable 'Exemption Certificates issued by th:~:tretary of NOTE:In'accepting the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.1.1757,effective June I,1957,as amended the life tenant or tenant for years,as evidenced by this receipt,it is understood that the Com-by Ad No.381.app'Ov.d July 11.1957.=dU'l!NO.207.19;~01~monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever.SEA L 'r.A~.if .iJ pj .'fI-<l lfooO [P)[LD ©£If[E 31-/3S-:t e .......nl"'"..........·4.i.,., NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed in'numerical fI Register of Wills sequence for audit purposes.MOORE BUSINESS FORMS,INC.,ELMIRA,N.Y. FORM RCC-4-RI tRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket .3'2 Page OfLine,--::Y_o_'__ Estate of !11f:A li..DAVIDSOll omCE OF REGISTER OF WILLS t1aSHI~G'fO}l,Pa. Date Augast 2..19--68. 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 RUSSELL 13ARINO Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended,viz:-"To receive from Registers of Wills all duplicate n- ceipts for taxes paid to them by executors or adminis-trators and to'charge the Registers receiving the money with the amount receipted for.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmilledtotheexecutororadministrator,whereupon it shall'be a proper voucher in the selllement01theestate.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 wholll tax receipt is delivered: I AT'i'V.1'Um!AS,L.lUIDE..l{SON 1026 tlASHTh"'OfON mUST DUItDIIil1 L tlAStlIl»TON,PEhl~SYLVANU 15301 -l 1fr!!!"*'PM 1_0*AWI /'~,I RESIDENT DECEDENTS File No.6 3-SB-l&'\79 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax ~s September 27 19~8 978930 Form RCC-4-RI-3-66 No. Date. Office REGISTER OF WILLS,WASHINGTON Pa. WASHINGTON Q~dau «Oleoi·.D·C',,,,'''''''..County,ss:Received from ~~~~-~~g e ...US.r~-...l'l ~/··_y~\·.v~.lNRon~fAN~'Il'1t;;rTV~1t1f,y A"nu.V DAl1Insn.lo~AE~lIU@Jt12A(im.mfsl~t.Cl~~bl.mE110J!:l\J"'Of the estate of .I.U'4lL ..,':1.j U VfI' who died March 11,19 68,the sum of TUELVEalld noll\)o .......-..................Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Date ·---Vcluatlon NOTE:This 'triplicate Receipt to be retained by the Register of Wills and filed in numericcd.sequence for audit purposes. NOTE:In accepting the transfer inheritance tax on future estates prior to the death ofthelifetenantortenantforYElars,as evidenced by this receipt,It Is understood that the Com-monwealih shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneverItappearsthatsuchadditional tax may be legally due and collectible for any reason whatsoever. 142.52 5%$ 10%$ 6~~~$ 15%$ Tax on $_ Tax on $2 ,375 ..33 -. Tax on $._ Exemptions *$============= Total Tax $142~ Less Tax Previously Paid (if any)$1.30 ..52 Balance $12•00 Total Estate $_ MOORE BUSINESS FORMS,INC.,ELMIRA.N.Y. Amount of Estate Tax Assessedunder the Act of May 7,1927.$_ Tax on $_ Less five per centum of tax if paid within 3 months after date of death $============ Register of Wl1ls $======== Total $12·00 *As evidenced by Charitable Exemption Certificates issued by the Secretary ofReve~ue under Act of May 28,1956,P.L.1757,effective June 1,1957,as =ended by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302. SE L'-''. E j /~....,..""..~,.r ,,/"~~~C.;erl'~''l.t }I l.·,.,t·./it''''''''...~C,../"//,pv~> Add interest at the rate of % from _ to 31...135....9 $1,176.00 $2;375 ..33 $3,551.33 $3 t 551.33 Valuation $,------ $---,----- Total $,------- 1J[]1D [P)[LD ©£1J[E 9-9...68 Date Real Estate $3t!Sl§33 $,------- Total Total Gross Assets Less Debts and Expenses of Administration Personal Property Clear Value of Estate Valuation of Life Estates or Annuities Date 19__$,----'------ ________19__~$======= Estate Tax Assessments Date 19__$-------- _______--:--19__~$=:::;::====== 9 I FORM RCC-4-Rl TRA~SFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT 31 135DocketPage I ine _ Estate of AU':,A tI..DAVIDSON OFFICE OF REGISTER OF WILLS tiASllIt:Ol'ON Pa. Septeuber 2'1 58 Date 19__ 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 RUSBm.L tlArtnto Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended. viz:-"To receive from Registers of Wills all duplicatere- ceipts for taxes paid to them by executors or adminis-t,rators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each such receipt shall be signed and sealed by the Register of Wills and transmitted to the executor or administrator.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 delivered: I UASllINGTOfl,PENNSYLVAUIA L 15301 I --.J