Loading...
HomeMy WebLinkAboutOC1968-1145 - ESTATE OF WALTZR CC-SI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT JF,ANNE CAROT.YN lNAT.TZ IN YOUR REPLY PLEA8E REP'II:R TO 37-1:41-1 j (Executor~,. In Re:Estate 0 f .,.;..'-"JL.llAU!MEu:....:S~RLLOu;;B:u:EJ.llRuT---IllWUiAu..I ....,TZ~-...:.__ _____.!.!.W£:!:.AS~HI~N~G......'IO!o/JNlL._County -File No.63-68-1145 Dear Mrs.Waltz: You are hereby notified that the original appraisement in the estate of J~e~Robert Waltz has been filed in the office of the Register of Wills qfWasb;ngton County on August 30 ,19..68.Said appraisement reflects the following valuations: Re al Est ate ~--'------'i!J.~.":~;..SG;Yt-:'_~ Personal Property 1,b28.00 Transfers ...,--...,.....__---- Tota1 --:--.,;,.--=1~.6~2::::8:::.!.~OO::::.'_ As to such tax that is paid within three death,a five (5%)percent discount is allowable. remains unpaid after one year from date of death, of six (8%)percent per annum is charged. months from date of As to any tax that interest at the rate Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e ~A.LI1J-i::f},u1w.s..Lot,--.;J3.l"j0~,.....1,1.:;.9..L.6BIQ...----Signed$!r ~~# Title W.R.CHANEY,C APPRAISER DATE OF DEATH:May 13,1968 Note:This is not obil!. ------------_._--_.- :'CC-:q (6-64) r.OVMONWEALTH OF PENN~YIN'\NB. TRAN~FF.H INtmRITANCB TAX R.:'<;S !DENT DECEDF.NT WALTZ,JAMES RaBERT FILE #63-68-1145 May 13,;.1.968 " 1-:.'~.,~..... SUMMARY I,the undersigned #63 Washington FILE #63-68-1145 the real and personal opposite each item in Tmpon'!'OF INHERI1'A!'iCF.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 in Schedules "A","B","C"and "E". Dated:08-30-68 05-13-68 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washjngton County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed by deponent,~xcept as to those items where a greater OT 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./7 Dated:08-30-68 ~-~~_ REGISTER OF WILLS ~V=AL=U~E~~~A=S~RE=~P~O=R~T=E~~DVALUE AS APPRAISED VA.~LU~E~<~A~S~~RE~'~AP~P~RA~.~I~S~E~D $----_.~$$------ ____1....",....6u;,,2....8...QQ.],628.00 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 (SCHEDUL E F) CLEA..cJ:l VALUE OF ESTATE :; J,628..oo. ;:l.289~ J ,628.00 ; =J ,289,.25 338.75 :=======:= Valuation of life estates or annuities.• • . • . . •*_ ESTATE T"~~ASSESS~mNTS $_ (':')As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. 8-28-68 $~-~--- $-------- $------- $--------- $-------$ COMPUTATION OF TAX TOTAL TAX BALANCE PAID *------cI><:.:)------ FOR USE OF REGISTER ONLY Tax on $'---5%*_ T ax on $.__10%~_ Tax on $338.75 .~$3.0.33 .P.d...Jn Full T ax on $.__lFi%$_ Exemptions :===(*) Total Estate __ TOTAL TAX $_ Less tax previously paid $============1=== BALANCE $------Less 5%of tax if paid within 3 months after death $======1= 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 _ FOR USE QF REGISTER QNLY ADJUST~NTS 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 {T Administration \No...... P.Ii THE Year .. ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF .,JAMES .ROBERT .WALTZ Deceased Late of . .WASHINGTON . County of ..'WJ\.$I1JNG'I'ON... Commonwealth of Pennsylvania .REPORT AND APPRAISAL .. , Form·RCC-2· "-DEPARTMENT OF REVEN,UE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT lNHERITANCE TAX.~...... APPRAISEMENT DATE .A~~~:f:,?.Q.,}.9.Q.?... COUNTY w.~.$...tP.".p..,gt.9.n... FILE NO...9).=.9..$.::1.+.45.. Whereas,Jame.s .Robe.rt Walt.z ,late of w.~.~.;jp.gt.9.~. in the County of Washington Commonwealth of Pennsylvania,having died on the lJ,th day of May.,..19..6.$,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W•.R Chaney.,,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. Description of Asset REALTY: NONE PERSONALTY: As per appraisement filed TRANSFERS: NONE JT.HELD: NONE Total Unit Values $ Appraisement Made for Inheritance Tax Purposes NONE 1,628 00 NONE .NONE 1,628 00 fonn~v:~hbl:e:::~~w~~~~~~:~~o~e~~~~;2e~~:.~:~~~;~~ti·Z~~ _..~.-,r,.-:-~~A~~~18er ~· · ·..·..·Z··· ..·····,·""..,".".,."".,"""."""""",.,"""..•mber and Street) .....,.4/_A's".)...···..'."7..·'..,'~,Penna. {/IPoat OfBoel .. ·WASHINGTO.N .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..........JAMES..ROBERT..WALTZ.. Deceased. Late of .......WASHINGTON . Date of Death,~lay l3.,.~96.8 _.._.. Appraisl?meHt Docket Vol.,.3.7.. Page,14.1~.1 No 63.~.68.~1145 .. Filed in Register's Office,Au.gu.st 3'O.,..19 68 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,. Wrote abo.ut Appra.isement, Appeal f1'om Appraisement,.. Entered and charged,. ~ I • COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT' TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT APPLICATION Savings ce~ttiioate' (a)..(b)(c)Maturity date' (N6'JU,eWl8<teWribing un ies enter m a,aD we,eit er the number of shares of stock or the face amount of registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for CQ'lsent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association lo~ated in Pennsylvania: ISSUED ON_Sllhe21'~ri'~~t:)--'lH.9H6rtl--'and having a TOTAL MARKET VAtUE OF $--=-1...,.6:;.;;;;20.=8...;;.....•0_0_._.__~~ as'of the date o~deat~of.the d.ecedent~-..,JH9IwllIllliGiH:iil..·.......a~o",.b~e.......!o=-t....·-'WwBiIo-i1....t...z....·--,_,on Mal 18,1968• ....~(Name of Decedent)(Date of deoth) who was late.of .'las fWoadS't •. .(Street ond Number) WasbinltOA (Post Office) Wasblngt9A (County) Pa.' (State). The securities are registered as follo~s:_-,.w~~~~e~s~'~R~O~··~~··~·rLt~.·_W~a~l~t~··.~~.·~~_~~~~~~~_~_~ (Nome or:names In which certificates are registered). ADMINISTRATOR),.C.,a..olu,n W..al,t·'2:-.42 -Parker st.,Elm G~ove,·West ,;Vi.~ilQ~a 'd~Q~e --"'--r-'--EXECUTOR)(Name),(Addriess),""_...,'. N'AME OF :ARPLlCA·NT.Jolln :8~J.~Cre:t:gbt,ESqu1:re.,,... COUNTY FIL~'NUMBE_~63-68-1145'ADDRESS 'OF'APPLICANT .520.w~sb:l.ngton Trust Bldg."..Wa 1;00, BUREAU FILE NUMBER .same'SIGNA TU~E'OF APPLICANT~~'.:.?-L~£'.&.L.:,£-..,;~+-~~~..L/' NOTICE:IF YOU FAIL TO PROPERLY Fl'LL IN ANY PORTION OF THIS .CATION~IT·WILL NOTB CONSIDERED COMPLETE AND WILL.,BE RETURNED'TO YOU FOR OMPLETION.' COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES'"'. .DATEAug.28th.1968 I hereby consent to the transfer of the above securities now registe.red in the name of the aforesaid Decedent and Naive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended andthe Act of June .15,1961,P.L.373,as amended.This is also in accordance with the provisions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. ,~~.~ tie<-(j P -(,V Signed for the Secretary of Revenue'BY~~ (Signature) Register of Wills Washington (Title)(County) Form No,RCC·62 (2·64)THIS FORM REQUIRED IN ALL ESTATES WITH GRoSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 1:'~1~:~~-T EFFECTIVE JANUARY I,1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)~~, .. OFFICE OF THE REGISTER OF WILLS.~ WashingtonCountyof . Jeanne Carolyn Waltz 42 Parker Street,Elm Grove,W.Va •..............................'of ;'. (Name)(Address) being duly ~~~_~~"-------.according to law,deposes and says thatEhe is the-~~~~_li:t!'j,~_ ,,.(Exec,.Adm.•Legatee,Etc.) of the estate of__)_~~~.~~~P..~~_!!~~.!_!~whose last residence was __.!._?_~~~~~.9-~_~~~_~_~_ (No.)(Street) _W~_~hJ!!_g_~~_~L __?-~_~.deceased,and that the whole of the estate of said decedent,who died ~~_~~~~_Y_«?_~Ma y , (CitY.Boro,ugh or Township)96Wate) consisted,of:1 . REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUHBRAN<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 NONE Estimated,.,.Value .' ..,--..' Personal Property ... tv(~Savings Certificate No.150-154203 in Investors Syndicate of America $1,62~OO"" ~+.• l 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 None Estimated Value "" 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 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 .. 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 ESTATE forth this fact.)DECEDENT Jeanne Carolyn Waltz Widow Yes Entire estate 42 Parker Street " Elm Grove,West Virginia ,.• ....-------------------------------------.----~.~~."--.-----.-._---..~-_.....•.......-.-.~ -~ RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMEDr> NOTE'List first five items in the spaces so provided,obsel)ve notations thereon,and instructions. 75 OC 14 2f 1,000 OC Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Family Allowance Jeanne Carolyn Waltz,WJ.d.ow. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN..-----,-,-==,.=.-=--.::.=--=.c:==-_._...----,--------------------,-----,----mIKEGISTER ONLY $$ Fiduciary commission * OTHER DEBTS AND CLAIMS (*)rSee Note below Immaculate Conception Cemetery burial 200 bo Total 1,28225 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. Subscribed and sworn to before me this . 28th August 68...........'//;1 ..day of d:,19 . .....~-:-~. BARBARA CRAIG,NOTARY PUBLIC WASHINGTON,WASHINGTON COUNTY My COMMISSION EXPI BfS 'WNE 25.1970 ~';"t;~:Ad;;';·t;at;,;fl/~ 42 Parker Street (Street Number) Elm Grove,West Virginia (City or Town and State) Having bee'n dUly,sW'orn~ing to law,I do he~~:;~jt:at the above appraisement is made in conformity with law on this ..................$4 day of ..·~~7d:;e ..~QZ::;#) In the event that any future interest in this estate is transferred in possession or enjoyment to cOllatera;2':s 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-inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE ~I~TER OE WILLS' I,the undersigned duly elected Register of Wills in and for....~a';2~...County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amou ,claimed by deponent,exc 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 les,s r ou t epresents the su~edas a deduction. Dated:f'·r~~'3:../&/(~~..:_.Register of Wills -;", ,Form No.RCC-62 (2-64) WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF JAMES ROBERT WALTZ....................................... Deceased Late of ..~i:-1:y..9"!..Wfl.S!J:1;i.~g:t.qI;1 . County of ...W!:l.S!hington...................... Commonwealth of Pennsylvania REPORT AND APPRAISAL,-, t"'., C-J .......1 ~...r-<;:,r-,c''-. (-:;0 Q ~-,;) r+~:'2]r-" ~r-t,...... Q-. - -'i-" t ~)"::.:q i-- ;::::::0 •! :=z ---'- (/)0 VJ 0. ~ I.D -" -,. ~_¥.I.M i ••/ Form RCC-4-Rl-3-66 No.978857 ~9 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax RESIDENT DECEDENTS File No 63-6€-11kS Date Aug"ot.2Q•19ML Office REGISTER OF WILLS,~l\£1.tnml'f!')n Pa, "'J\~l'rr~'N:n County,ss:Received from JGalU');G On.mJi'n ·n~1t.l:l\ (Executor,i,A4r:1limsjfatqi;:pr~Gt)q:rC:llijb)of the estate of flt\t(;':nf.l()r,n~1 ~'l\t~ who died ~y 13.1!9~,the sum of Tl~tnl tmd 3311,00 .......- - - - - - - - - - -•-_..Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Tax on $_ Tax on $_ Less five per centumof tax if paid within 3 months after date of death $============ Balance $_ 5%$_ 10%$_ .338.15 ~::m:2S"o $70.)~...Ie . Tax on $15%$---------- Exemptions *$==============. Tax on $ Total Tax $_ Less Tax Previously Paid (if c:iny)$============ Total Estate $_ $.1.62.8.00 $------ $.1,~.2S $1..•628.00 Valuation VOl.uation $,------- $;------ Total Date Date 8.~j-6S Real Estate $.1,628.00 $,------- Total Total Gross Assets Less Debts and Expenses of Administration Personal Property $33e.7S MOORE BUSINESS FORMS,INC••ELMIRA,N.Y. Register of Wills Amount of Estate Tax Assessed under the Act of May 7,1927.$_ $======== $20.33 *As evidenced by Charitable Exemption Certificates issued by the,Secretary of Revenue under Act of May 28,1956,P.L.1757.effective June 1,1957.as amended by Act No.381,approved July 11,1957,and Act No.207,1961.Section 302. """st A L,1 t f 1 ";,-,,,:/1.,\ V (,k:e'./...;•..t.t~...("~/pi/'-l;rf~""t_r,," Total Add interest at the rate of % from _ to _ Clear Value of Estate Valuation of Life Estates or Annuities Date 19__$,-------- ________19__p':$==================::::. Estate Tax Assessments Date 19__$,------- _________19__~$.==================::::. lJOOOrP[LO©£lJ[E .. NOTE:This 'rriplicate Receipt to be retained by the Registe''.lr+!;i;&''7ld filed in numericalsequenceforauditpurposes. 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 inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditional tax may be legally due and collectible for any reason whatsoever. FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAL RESIDENT DECEDENTS. RECEIPT DocketL-:.3:....:..7_Page iu Li.1ne _ Estate oLf__--=J.::Il=L=':...;~)::......:f:.:{j:.:~:z:.=··'=Ii::.:l!'-=l-::..:.::~tt=r::.:6=--_ OFFICE OF REGISTER OF WILLS l:Ju..:n.n;t;mn p----====-=.::..::.:..--,a. Date'__~Anpus=~t=___==m~,~__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 Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended. viz:-"To receive from Registers of Wills all duplicate reo 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 such receipt shall be signed and sealed by th.e 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 the Register unless the receipt is so signed and sealed byilieRegisterofWills:' Fill in below name and address of person to whom tax receipt is delivered: L 15301