HomeMy WebLinkAboutOC1968-1202 - ESTATE OF KLEPPNERRCC-t03 (2'64)'.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMEIH OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANcE TAX DIVISION
INHERITANCE TAX RETURt--l
FOR INSOLVENT ESTATES ONLY'
OF RESIDENT DECEDENTS -COUNTY OF----'W..;..;a=s:..:ch=i=n:.>..;go..;:.t=o=n _
This return must be completed in detail or:d filed in duplicate,with the Register of Wills in the County where the decedent resided within one
year after dote of death..unless on extension is granted by the Secretory of Revenue.
of the estate of EVELYN J.KIEPPNER
Will 534 McKean Avenue
Admn.No.19__I,--"'J....=O=S....E=.P=H..J";--"-.",K=LE=""'=P,-"P-",NE,-,,=,-,R,-'of Donora,Pennsylvania 15033(Name)(Address)
Misc.
being duly sworn according to law,deposes and says that he is the ----""I....n""f...,o'=r~m...an~t........-\-(...S...o.unU+)-_:__--------(Exec.,Adm.,Legatee,etc.)
late of BorOUgh of Donora(CIty,Borough,or Township)
deceased,and that the whole of the estafe of s~id decedent,",ho died on __Aa..J.IU~g~u~s""-t..LL....lo6l,-J,J----,...1.;;J.9~6L.,71-_(Date)
consisted d the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and
nformant
Savings account·no.746,Pittsburgh
National Bank,Donora,Pennsylvania,in
the names of Evelyn J.'Kleppner or
Joseph J.Kleppner,in the total amount
of $4,837.20,one-half taxable,in the
amount of $2,418.60..
Jointly Held
Pr.·operty
no Pennsylvania Transfer Inheritance Tax is due.
Sworn ~nd subscribed before me
').l;j.,.1'!",.
....the ....7th-day of Sept.19~g~..>i:~dku A ~
r:='=_~""'="~.:;..:::.:.J==:=:;_=~~~.~~Mrrn:Mr,jo;:;::ary~p::;;b~,·~====;"4l ~=========;;;;;;;====;;;;;;=;;;;;;==::D====
.....I <Typ'e/of A~j"et·t{.v ommiss,'on'E . •F'u Ie epartment...)(',_~•OJ_xplres e.ruary 28 1972 '-
,Ii'ReaJ ~;;t:lt9:Per,s.,Donara.Washington County pa:ASSETS Estimated Valuation
Property,Jolntly:,,:.(Attach additional sheets if necl:ssary)Market CAU'TtON
HelTd J:>rofP..Aor"..Descr,'pt,'on of Asset (Do not writ.eranser~..11 Value in thO space)
;,
I'
TOTALS $2,418.60..JL
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointealnheritcince Tax Appraiser in and for the abave County do respectfully report that I have
appraised tfle real and personal property as reported in the foregoing schedule at the values set forth opposite each Hem in
the last column to the right.
Dated:Inheritance Tax Appraiser
Name of Payee DEBTS AND DEDUCTIONS
Nature of Claim
Amount
Claimed-
Amount Approved
by Register
.Joseph J.Kleppner ~
Sun Wallpaper,Donora,Pa
Columbia Gas of Pa.,Inc
West Penn Power Co."
DeRienzo Funeral Home,
Paul M.Petro,Esq.
NOTE:Deceased died of
incurred during h
Charleroi-Monessen Hosp
Dr.W.L.Cunningham,Ch
Dr.Dimitri M.Petro,D
Dr.D.E.Brougher,Char
Family exemption
Supplies
onora,Pa~
'Attorney fee
ancer.The folli~g
r last illness:
tal
rleroi,Pat
nora,Pa.
eroi,Pat
expenses were
$1,000.00
11.46
3.17
.'4.]'7
'944~00
,50.00
1,241~.35
225.00
50.00
15.00
I)0UO,Ob
//"~0
3·/1
Y;"/1
,Yf/r:60
So.OO
/;.,(Y~3J
0:1""\1.0 66S-0,0 0
/.J.66
TOTALS
1--------+---------1J:S §/'/:<f-I
REPORT OF TH::REG'ISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed
deductions in the amounts set forth in the above schedule as claimed,except where I have set forth a greater or lesser amount
;.'he I",colum.'4h"wh;,h .,eo'e,0'I....,.mou.',"p,....,.''he ..m~wed..o.deduc,;oo~
Date of At:lproval:.~~~/.,Iz::~~. .Register of Wills
).
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/.""tr Wi {I"\.\,;t......~.:,~:r '-,Adijiini1sJ~otiPn':,o~No.Year__
..to ~~......",'•.1'"~;.......1 ""'::-.'
.;~'"~(,."...:-Co""::-.~-\"'...r \of',,'Q~••,~IN THE....'.......<-.\.\,,:--,.~••••..i""'~t(..-\;.,:-."""<::M~T'rt~k~'6F THE APPRAISEMENT(,u ':ilt ~\\\
OF THE
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ESTATE OF
EVELYN J.:KLEPPNER
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Deceased
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Late of BOROUGH OF DONORA
County of WASHINGTON
Commonwealth of Pennsylvania,
REPORT AND APPRAISAL
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S111/;\:10 ~llSi:J3HONl~\fI"J TE/SSfW
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!i :£::Ud 6 d38 8SS1
\.··PAUL M.PETRO,ESQ.
:'215 -S event~~S1Ije,:f~Donora,~ennsy]vania 15033
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RCC-8 I (2-64)
.;:;;:'.COMMONWEALTH OF PENNSYLVANIA
·DEPARTMENT OF REVENUE;'
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
IN YOUR REPLY PLEA8E
REFER TO 37-144-6
NOTICE OF FILIUG OF APPRAISEMENT
JOSEPh J.KLEPPNh"'R
,~
Informant
E\tELYN J.KLEPPNERInRe:Estate of----==:::.:..:.....::....::-=.::=:...:....:.=:...-_---
_""---W_A_S_H_IN_G_'TO_N -"-_County -File No.63-68-1202
Dear Mr.Kleppner:
You are hereby notified that the original
appraisement in the estate of Eyelyn J.Kleppner
has been filed in the office of the Register of Wills qf Washington
County on September 12 ,19 68.Said appraisement reflects the
following valuations:
Real Estate _--'--..;,......,....._
'Jt.Held~,_~__::;2:..z.,.::r::4-:.::·8::;..::•...::.6,;;..O__
Transfers -,-__
Tota::"..,..--..;,..'&.2+1 .I44...-18~.6~0",--'__
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is aliowable.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 ':"s aggrieved by an appraisement may
appeal therefrom as provided by law.
Da t e __-=S~e;,t::p..::.t.;:;;em=b=.;e::;.:r:......:l:::2c.z.'-=19~6::..;8~_
DATE OF DEATH:August 6,1967
ESTATE INSOLVENT
Note:This is'not a bill.
RCC-39 (6-67)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT ~ECEDENT
~..-..-..
.KLEPPER .EVELYN J •...,...."'",.....
FILE #b-j68-1202
August 6,1967
SUMMARY -"."'"
I!the undersigned
if 63 Washington
FILE #63-68-1202
the real and personal
opposite each item in
HEPonT OF INHERITANCE TAX APPRAISER
rluly appointed Inheritance Tax Appraiser in and for the County of
,Pennsylvania"do respec tfully report that I have appraised
prope:,t,Y 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:09-12-68
08-06-67
&~~~_'-7-_l-~;A.PPRAISE~~',
REPORT OF THE REGISTER OF WILLS
I,the undersigned dul,'i elected Register of Wills in and for Washington
County,Pennsylv-ania,do r'-::Epectful.ly report that I have allowed deductions in the amounts
claimed by deponent,except E.S to those items where a greater or lesser amount is set forth
in the last collunn to the right in Schedule l'F",which g~ret;or'lesser am.ount repres.ents
the sum allowed as a deduction.,~•
Dated:09-12-68 ~~
REGISTfR OF WILLS
.";",0:.
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$'-$*------
Estate Insolvent-----,-------
/;
======:=
2.418.60
.._-
INVENTORY
Real Property (Schedule A)
Personal Property (Scherlule B)
Transfers (Scheduli C)
cT oint-Helct Property (Schedule E)
rOTAL GROSS ASSETS
LE~S Debts and pectuctions
(SCHEDULE F)
CLEA..l{VALUE OF ESTATE
Valuation of life estates or
annuities • • • • . . • •$-----
ESTATE TAX ASSESSMENTS
'.:
'"01 _
CO~WUTATION OF TAX
(=::)As evidenced by Cha;ritable Exemption
Certificates issued by the Secretary
of Revenue.
$======:=
$---_:...-
$=====,="<\:'1'_-----
TOTAL TAX
Less tax previously paid
,BALANCE
Less 5%of tax if paid within
3 'months after death
FQ;R USE OF REGISTER ONLY
T0-x on $•__!)%*_
T ax on $10'10 !t__-:...;_---,_
Tax on !l;._-(R)*---'---..;.....
T ax on $.__lFi%$_
Ex:emptions~======:U)Total Es tate _
3ALANCE OF INHERITANCE TAX DUE St _
A~~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 computatio!l\.of tax by the
ftegister of Wills,for proper reason,same should be noted below,with short
explanation.
\J
,/:~~inistration !No :..,::..\..Year'.........•..:
IN THE
,•.II.
MATTER OF THE 'APPRAISEMENT
OF THE
ESTATE OF
EVELYN J.KLEPPNER
Deceased
, I
.-
,
Late of .
County of
DONORA..
WASHINGTON............................................................
I
Commonwealth of Pennsylvania
REPORT'AND APPRAISAL
}
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~
1 FOMII~CC-2-RI ,.1j .'...................e.~.p:t.~~!>..~.!:.....~?:L..~.9..§.?................-.......;.
COMMONWEALTH OF PENNSYLVANIA DATE,
I
DEPARTMENT 'OF REVENUE l-•RESIDENT INHERITANCE TAX ..........................~~.~~.~~..~.?~.............................COUNTYBUREAUOFCOUNTYCOLLECTIONS...,
APPRAISEMENT -
HARRISBURG.PENNA.17127 FILE NO........................Q3.::.9..~:::.+.:?.Q?......._.........................,
I
of ...............................................PC?~?.~~...........................................Where:as,......................................E.v.elyri....J .•....Kleppner..............:.................................late
in the'County of .........................................J~as.hingt.on ........................._..............................Commonwealth of Pennsylvania,having died on
the ...............................§...~h......................................._.........day of ....................A~us.t......................................19.67....,seized and possessed of an estate
subject to [nheritance Tax under the laws of the Commanwealth of Pennsylvania;
Therefore,I,......................................w..:~.~.....G.J;@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 ,~vent that any future interEst in this estate is transf~rred in possession or enjoyment to collateral heirs of the deced~nt after
the expiration of any estate for Ufe or for years,the Commonwealth hereb~expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit A,praisementDescriptionofAssetValuesMadeforInheritance
Tax PurpolSS
$
REALTY:
NONE.NONE -
..
PERSOHALTY:
NONE NONE
,
TRANSFERS:
NONE .MONE
,JT.HELD:
A!:::np.l".c;p.mF!nt..fi 1 An :;.L 1R flO
Total 2.1..18 60
Estate InsolvEmt..'
".
fonn~~V~b~':::~~W~~JJ~~:'~:;~~~e":ameV;l~~d AppratBer
........................................................................................................................................_....._............
~4r~-::)····························,Penna;
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WASHINGTON.....................
~
County
~=l
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of .
!'EVELYN J.KLEPPNER...............................................................................
.......,,#
Latc of
Deceased.
"
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DONORA..........................................................................................................
'Date of Death,A~.'.l.fl.~??!(l~?...
Appraiscwcl!t Docket Vol.,:.3.7 .
Page,)..44:::.9.No 9.3.~.9..$.:::.J:?.Q?.
Filed in Register's Office,$.~Pt...~l..~.J..19 6.e..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,:~.
Wrote abo,Ht Appra.isement,
Appeal ft-om Appraisement,.
Entere,d and charged,
........,.
.-'
.""
'.
County of .W~.~~tt:lg1:~p'.
.'"q9-p.t:i.~l.)~""·.~.~~f~r.q of 1?:4..ThQI,I1.p~.o.!}.~v:~::O.QI).<;lrii.,..PA....1.5.03:3.
(Name).(Addrelll)
being duly ~~~~P.:.according to law,deposes and sa)'s that he is the ~!C?~E?:~?L ..(Exec.,Adm.,Lega_,Erc.)
'of the estate of_~~.~l:Yp...Jq~P.P.P.-~J.'_..whose last residence was Tb.Qm.P-aQn..Ay.e.n:u.~,
(No.)•(Slr~r)
.........__P9P..~!:~_decl;ased,and that the whole eof the estate of said decedent,who died .!~.l?I _(CitY,Borough or Township)"(Om)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT.
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY E!'TIRETIES.GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Undivided one-fifth (1/5)interest in and-to all that certain Value
parce!l.of la.nd situate in Donora,Wash~ngton County,Pennsylvania;being
a part of lots numbered 16 and 15 in Block numbered 11 of Union
Tm .Co 's Plan of lots of ~::lin ......lCl'h
:
(Known as 434 Thompson Avenue.·See Deed Book 883,page 360,recor<Ei.
of Recorder's Office of 'Washington County Pennsvlvania.)(J..«//l1:;j--.1 365.00
J~/)A~A._/~C-d-8 ~//-"~-T'..
v or
'.
-
;
Personal Property
None '.0
,-~-....-~-"-..
.'~.....-.
;J......~~.:..-.,--!""'.-.
.....'..,
.
C""""
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 h:>lders I 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 a.ccount I account number and the exact name or names in
which the account is registered..•
IJOintlYB.ld P,opo"y None ~tim.ata:i
Value
Transfers within TWO YEARS Prior to Death 'None
I-If--·--
_______1__
That at the time of death th~re 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
IN WHICH DECEDENT RENTED A SAFE:DEPOSIT BOX
THIS SAFE DEPOSlT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
-----~--'---_._----------'------+-------------------+------_.----
BENEFICIARIES
1
1
RELATlONSHIP SURVIVED AGE OF LIFE
BENEFICIARIES AND ADDRESSES (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
JohnKleooner Son Yes 1/10 interest in rea
estate
-
Joseph Kleppner .Son Yes 1/10 interest in rea
..estate
.
.
..,
.
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,...'.o'"
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00--..,
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-.....
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RESIDENT DECEDENT 'DEBTS AND :JEDUCTIONS CLAIMED
NOTE'List first five items in the spaces so provided observe notations thereon and instructions,,
DEBT OR CLAIM NATURE OF SAME AMOUNT THlS COLUMN
it\EGISTER ONLY
"P-.\;lii:1i:e==]§)eRieftz~Funeral expe:1ses'pai'd -.,.~
..",
FamilyexemI:.ti,)n (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses •
I .
Counsel fees •
Fiduciary com::nission •
OTHE~DEBTS AND CLAIMS,(.)See No:e below
>
.~l"
/JV-f::;;j .~~,f)h-IJ-......;,~,.,....\
.:~~t,",'j 1 f '....".',
,\/.-r··.~.L::.0-II ,.,0~h...J..A-.AI-A d ,,~...L [/c:2 tYJSC .'7"r -,I'.'171 --,,
··...."
...
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:
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......--Total //__0 -.....,I""-~,:;)'':5",
(City or Town and State)
0,_0.nP(}~,7'./j~Ji··~'~t
..~~~.!~?~I?~'?~:,.Y~~':l~.....,..,....,....
(Street Number)
Donora,PA 15033
,~~'WffSHiNlittm COUNTY~PA.
Having been dulyswol'n according to law,I do hereby certify that the above appraisement is made in conformity with law on this
..., ,,.~:~...//..,.,dayC,f.,,.~"'--rl;,.,.,19!.7 .~_
,/../~~~~..
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 01'for years,the Commonwealth ihere:>.Y expressly reserves the right to appraise and assess transfer'inheri-
tance taxes at the lawful collateral rate on .any such future interest,
Subscribed and sworn to before me this,. , . , , , . , ,..,..., ,..,-....••1",1#..
~'·'k·',~
......,,\..:~?pl~<~<.!'I~~'day of ..,NC?:V::~IP:1:?~J;'."....,19,~~.
•y.',,'{1k•...\'~I , '.''/0.....;":..Jilid.·&U.'...f1..IU.;r ..
:,,,~'.ilWILA'.Ai.VAR~NOTARY.PUELIC'
~-:m~MlsSiO~EXPIRES'·.MAY.I:!.1980
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 n.an ,the estimated amount claimed and allowed,
REPORT OF THER~I¥ER 0.1 WILLS
I,the -undersigned duly elected Register c-f Wills in and for,_~~,,.County,Pennsylvania,do respectfully
report that 1 have allowed debts and deductions in the amounts c1aim2d by dep'Jnent,except as to ose items where a greater or lesser amount
is set forth in the..}Aast ~o~u."to the right in said schedule above,which greater or lesser amount r.presents the sum a1 ed as a deduction,
Dated;.,.~~~.i?ll.I.f.·l..l.........":~.,..,Re ster of Wills _....
~
...
II
....i
Form No.RCC·62 (6·70)
Will .Administration lNo Year .
IN THE
MATTER OF THE APPRAISEMENT,
OF THE
ESTATE OF,
EVELYN'KLEPPNER
,Deceased
Late of Donora.....
County of .~ashington......................................................
Comm~n:wealthof'Pennsylvania
REPORT AND APPRAISAL
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't'..CT~.~
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Rcc-al (6-73)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127 IN YOUR REPLY PLEASE
REFER TO
J
Inheritance Tax Divisi:)n
NOTICE OF FILING OF APPRAISEMENT
Gabriel A.Zeffirc'.
(Execu,tor or Administrator),
In Re:Estate of Evelyn Kleppner
Washington .County -Fi Ie No.__6_3-_6_8~-_12_0_2 _
Dear Mr.Zeffiro:
You are he reby noti fi ed that the_~s=-u.=.p=-p_l_em_e_n_t_a_l~-----..,.------_
appra isement in the estate of E_v_e_1-"yn....:..,_Kl_ep""-p"-n_e.:....r__-:-:--------_
has been fi led in the office of the Register of Wi lis of__W:..:..>a""s"..h==i"'"noe:g-".t""'ono:...-~_
County on May JO,,19~,Said appraisement refl.ects the following
valuations:
Real Estate 1_,_3....:..65_.°_°--
Personal Property ------__
Transfers -----~--
J0 int Iy Owned -::--=-='=--=-=---
TotaI 1..0..;,3==--6--=5.:....._°-'-°_
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 nine (9)months
(fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive;
and twelve months when death occurred prior to December 22,1965)from date of death,
interest at the rate of six (6%)percent per annum is charged.
8-6-1967D.G.D.
Any party in interest who is aggrieved by this notice mqy object thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961,72 P.S.2485-1001,P.L~373.'.
D May 10,1977 S'd ~ate ~gne ~
T itl e __.~_-#''-=;~=---==----'----==--=----===....7=:....<~=----
Note:This is not a bill.
RCC-39 (5-68)..,
COMMONWEALlH OF PENNSYLVANIA
.TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SlIMMARY
(Initial)
Estate of__Kl_e_p_p_n_e_r__E_v_e_ly_n D!\TE OF DEATH 8-6-1967
(Last Name)(First Name)
FILE NO.63-68-1202
REPORT OF INHERITANCE.TAX APPRAISER
Washington
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _
Pennsylvania,do respectfully report that I have appraised tl:.e 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".
Dated:May 10,1977 ~~AX ~~~mER/
REPORT OF THE.REGISTER OF WILLS
WashingtonI,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in th·e 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 ~chedule "F",which greater or lesser amount represents the Sum
allowed as a aeduction.
Dated:_
REGISTER OF WILLS
VALUE AS REAPPRAISED
$-----'----+--I •..?:;l.00
1,365.:)0
&D 1,128.55
236.~5
D
$
Rema i:1.der
VALUE AS REPORTED ~ALUE AS A~PRAISED
CLEAR VALUE OF ESTATE
INVENTORY
ReaJ Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint -Held Pr·)perty (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
Valuation of life estates or
FOR USE OF REGISTER ONLY ~
Tax on $rfl361 ~6_,.~
Tax on·$6%
Tax on $5%
Thxoo$lK
Tax on'$15%
&emptioos *
Total Estate -'-__
TOTAL TAX
COMPUTATION OF TAX
s ..y.L--l7:~~~~-
$------..,.._-4---
$---------1---
$--------'-...:...--+...--
$'--------4----
$"5/~.L....~_="3;..._
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of ReveOlre.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
$-t:J E'-$---......,£0£--.1.3J
$=========
t=./1'
I_rA
E ~
$---J
$-------1
$-------1
TOTAL TAX BALANCE $-------1
PAID $.....1
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6%from_____to $---J
AMOUNT OF ESTATE TAX ASSESSED $--~-~L
Estate tax paid $~
BALANCE DUE
Add interest as rate of 6%from
------I:to-----
FOR USE OF !REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above cumputation of tax by the Register of WilIs,for proper reason,
same should be noted below,whh short explanation.
Will
Administration !No .
IN THE
.Year
~.- -.1
.......
"
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
,.
:.
~;
...JI:Y.~)"YIl..IQS!.PP:Q~.:r.......... .
Deceased
Late of Donora..............:.
County of .yashington........................................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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R CC-2 (2-64).;...:'...""
COMMONWEALTH OF PENNSYLVANIA DATE May 10,1977
""•DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WashingtonBUREAUOFCOUNTYCOLLECTIONSCOUNTY
I APPRAISEMENT 63-68-12:)2HARRISBURG,PENNA,17127 FILE NO.II~:
Whereas,Evelyn Kleppner late of Donora
in the County of Washington Commonwealth of Pennsylvania,having died on
the 6th day of Aug 0 19 67,seized and possessed of an estate
subject to Inheritanc~ndE:r the law~9ommonwealth of Pennsylvania;
Therefore,I,AI ~~/\./AI .At ~~J an appraiser duly appointed according to law,
having been designated to make tfair,and conscionabl~:ppraisement of the said estate,and to asseas and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following apprE.isement:
In the event that any future interest in this estate is trar.sferred 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 AppraisementDescriptionofAnelValuesMadeforInheritance
Tax Purposes
Real Estate $1,365.eo
See :::0-0'1 of attached appro §xn'Sunolemental
,
..
~
-,
I,
I
1,
"
.,
Having been duly sworn accord~t?l:'I do hereby cer~tha,t-th£.~bove,~aisement is made in con-
formity with law on this C!day of ./'/'/t?<......V.19~v~./f./;,--?~I"/>:::::::.Z,./---~L?~J /
d-L/,¢.J?~~./'/.4 A /'~""7 ~~~;-
--"J.L...A'"(If\Imb<<..."...<7')
t>.~--/~~./~.J Penna.(J&'oft Ofll~e),
Washington CoUllty t
----,
L .
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
Evelyn Kleppner
Deceased.
Late of
Donora
.,
I .j 1..".,,:......,
8-6-1967
/
Date of Death,
Appraisement Docket Vol.,$32-/#:--"
Page,No.63-68-1202
Filed in Register's Office,May 10,19-11
Amount of tar due,$_
DEPARTMENT OF REVENUE
Received,
E.l"amincd and.ApprO'llUd,_
Wrote abo.l/t Appraisement,
Appeal f,.om Appraisement,--------
Entered ami charged,_
\
~
'.
Washington COUNTY
"RCC-46 (4-74)
COMMONWEALTH OF PENNSYLVANIJ.,
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
..~/~-~
RECOMMENDATION OF THE DE;~RT'ENT
OF REVENUE TO COMPROMISE OR
WRITE.OFF TAX CLAIM
63-68-1202~Jl1-/~If~Estate of Evelyn Kleppner County File ~o.Bur.File No.
Date o~death _8_-_6_-_6_7 Date of HI i n91 of Ap prai sement -..:5~-_1:=.0.:::..-~7.!...7 _
Name end Addres~'of Attorney Paul Petro·(No longer Atty for this estate)
Name end Address of Personal Representative·Gabriel Zeffrio Donora.Penna.
Date Oil which current and active lien was last filed-LDI.!.QlIDl.!ea...._
Action initiated by HarD]d A.Smi th
(NAME)
Adm.Officer I
(TITLE)
5-31-77
(DATE)
Rea I Estate -..:1=.!..,.;13=.6::...::.5~•..::.O.::.0 _
Personal Property _
Transfers _
Gross Estate ....;1:!:..L,3::!:6~5..!....~O~O _
Deb'is.&Deductions .........::!1:...!,~1~2~8::..!.!_:5~5:!..-_
Cleer Value _.,...,.-"'=""T_~2:::!3.:::.6..!..~4~5------
T ax Assessed _fSJ_2.;..~_o__..........;:4_=•....:7....:.3:.-.._
Tax Paid -------
Balance of Tax Due .:::4..!.•..!.7-=3~_
Interest to Date 2.42 from 11-6-68 to 5-21-77
TotaI Amount Due --.:7:....:.:....:1::.:5~_
It is he·ebr recommended that the inheritance tax record in the above estate be adjusted as follows:_
Be Marked Closed.
The appraisement on the above .subJ'ect estateAproperinvestigationhasdisclosed:~~_~~~~_~~~~~~~~~~~_~
was appraised and filed with Harrisbu~g and the Register of Wills on 5-10-77
Since the tax due is less than $50.00 and all attempts to try to collect
this tax have failed I recomend that this estate be marked closed.
\.
(ATTACH ADDITI':>NAL Si-tEET IF ItECESSARY)
5-31-77
(DATE)
~~rf"rex
~~~~sr&~·'
Investig,Jted by Harold A.Smith Adm.Officer I
(NAME)•~(-ITLE)
Approval recommended by ;(/~Ui>\.
/if •
bate 5-31-77
1I
Signed
Approved on _
JU~~'9 \977
Approval Re·co·mme.nded on .d~,21-77
. : ..,(DATE),
~~~l;/."IU'(·"'7Signed--="'~!b=::"'::-':"----:=-----':=---#-----"'-.,-}-:J-----
FOR BUREAU OF COUNTY COL~IONS ."
DEPARTMENT OF REV:::NUE
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