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HomeMy WebLinkAboutOC1968-1221 - ESTATE OF AMESFonn No.RCC-62 (12-1;6)THIS FORM aEQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDEF;$10.000.UNDER SECTION 701 OF ACT OF JUNE 18.1981. ~~~EgrIVE.".~UARY 1.1982.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)..~:: '. "" OFFICE OF THE REGISTER OF WJLLS County of yq~~htp9t;9A . ......Q :p~~~~..~It\~l?of ..I:..•..l?~..#?,1..~~.~~~4~~.~,..R~x:tn~:I . (Name)(Address)..- being duly §~9~XL .according to law,deposes and say>that he.is the h_~~E _ . ..'(Ex~c.,Adm.,Legatee,Etc.) of the estate oL__~~!J.~__~_~~~~__.whose last residence was_~~~_!:__?-_~~_~__~~~~'<?-~~_~~_~j?_,_ ".'..·(No.)(Street) ________________________...deceased,and that the whole of the estate of said decedent,who died __}::-_~::-_?.~_ (CitY,Boro'lgh or Township).'(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENC-:JMBRAN<i:ES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GlV.E NAMES.ADDRESSES A~D RELATIONSHIP OF OTHER OWNERS. Real Estate certain tract or parcel of land s1t~ate 1n west P1ke Run Townshin Wash-naton Countv Pennsvlvania bounded and described as follows: BEGINNING at an iron pin in the Black Top Public Road leadinq·from Clover Hill to Californiar common to land of Adrian D.Ames,et ux.,and at the southwest corner of the tract or parcel herein described;thence..from said iron pin f the place of beginnin'if'along the line of land of Adrian D. Amp~pr.mr North is 44'West 626 90"feet to an iron oin· th~nce alonq line of land formerly of J.B.Graves,North7q00"E~sf.66 feet to a stone·thence alona the same, 'S"outh 21°00'East,634.40 feet to a stone-at the aforesaid Black '['00,Public Road·thence a10na said Public ROrln ~Ollrh 79°00"West,124.51 feet -to an iron pin at the place of bp-ainn1nrr Estimated Value H~' Personal Property ,. ~ CONTAINING 1.366 Acres.~1 /,9 0,('----...~-~\..dil.;"':t:J~()O,.g-f> AS pe.m:·-survey made by Julius'Kepenach,Registered r /'../~.- Engineer,No.7275,on May 9,1949.$2 5~~.~jnj~____~,W~. ~71 NONE ...... I 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 indicatec1earlY,am01lUlts 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 iri which the account is registered. JOintlyH:~{~~~'~'~~:~y"""".",',,',.'1'",.<.,I 1".,'"''',,''.....Es·timated __"'\ ___________________________~____;_-------___1:___--V-a-Iu-e-' ..-:.I None ,.~...t J"•t .~..;...-::1 Transfers within TWO YEARS Prior to Death None. !,1'>",'.. ... That at the time of death there was no safe deposit box registered ih decedent's in'dividual name,or jointly with,or as agent or deputy of another,or in decedent's individual n~me,with right of acces~by another as agent or deputy,with the exception of ~he folloWing:- ~, NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT REN,TED A SAFE DEPOSIT BOX None •. THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF ,. BENEFICIARIES RELATION;>HIP OF JOINT HOLDERS TO DECEDENT BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full naines 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 John I.Ames Husband Yes 1/3 Freda R.Levda Dauqhter Yes 2/33 ~h""lnl"'ln L Ames Son Yes .2/33 ..Mildred E.Farrell Dauqhter Yes 2/33 Oakely R.Ames Son Yes 2/33 , -2/33BernardN.Ames Son Yes ""'2/33AudreyA.Ames Dauahter Yes Q.Duane Ames Son Yes 2/33 w nl"'ln~ln :n.mp!':.(Decld.3-19-56 J~l"'ln No ?/ii Martha Ames )aughter-in~12 w Yes getty Mae Conkle ~r•Daughter Yes Donald Lee Ames ;r.Son Yes J.Oscar Ames (Decld.7-12-64)'Son Yes 2/33 Lucinda H.Ames )auahter-in-L2w Yes KennethM.\Dec I~..,).j 2/33Ames..-25-64 "Son ..YeS ''F.nit-h R 2l..m",,!':.""r-i n-T.;:Iw v",,!':. ,.'- ,J .•• ..,.,I J ~"........ .....¥....1...,"'!~., ~'RE~DENT DECEDENT DEBTS AND DEDUCTIONS'CLAIMED I,NOTE'List first five items in the spaces so provided,observe notations r.hereorF,'and,iJlr'$tructions. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN iKEGISTER ONLY Greenlee Funeral Horne Funeral expenses paid $970.50 $ Family exemption (will not be allo.....ed unless c\ecedent died residing wit.h a spousa or children.) Administration Expenses *-' Counsel fees • Fiduciary conu::nission * I OTHER'DEBTS AND CLAIMS (*)See Note below (Quinet Monument Memorial 290.00 --Church Servioes 25.00 -.. .• - -Total $1,285 00 (City or Town and State) £JA ',Cp{~.~. (Executor-Admin~t7ator), ...~~..p.~..#.~,' . (Street Number) Ruffsdale,Penna. SlIIbscribed and SWOl'n to before me this .'~.~t::1). "'"}'~~'"'4".~',:.'~.'.<'.'.'sept'rnber 68,..'-:~.P·;T":,,:;',:.",:..~:. ',19 . .............;'......~..: .~......f:!~~~~·~'~~:aShil1gtonCo. .../'Notary Public.lHash'"~ton.'126 1970 T..,• ',.'Expires Augus •"My CommlSSlon Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee"commission oi'debt is greater 0'1'less than the ,~stimated amount claimed and allowed. expirar.ion of any estate for life or for years,the Commonwealth hereby expressly reserves the rign tance taxes at the lawful collateral rate on any suC!h future interest. r ..~~~i.~~.~~~~./~~I:~i.~gd::::~'..I~OOdh~~~~~~~~:<:appraisement I,the undersigned duty elected Register of Wills in'and fo .... report that I have alloWEd debts and deductions in the a nts claimed by dEponent,e. is set forth in thvv astcolumn to the right in said scheduJe above,which greater or Sel' Dated:=4/?:'.~~ County,Pennsylvania,'do respectfully as to those items where a greater or lesser amount represents the sli..ro-.aRowed as a ~duction. /Ad/l-~................................................ Register of Wills 1-~ .Fonll No.RCC-62 (12-66) Will .,•I .Administ~a.tion SNo.:.. . . . . . . .Year ..'... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF /,',, .......; ..;- /' .... .~ <? ~ J~IA E.AMES'( Deceased .. 1 ., ~Late of West:Pike Run Township................................ County of .v;r~.~hington...... Commonwealth of Pennsylvania REPORT AND APPRAISAL SlllNl .:10 i.G1SI83~Oi~JC1V~,j TnSsn~ . j ... ... ~ -" 0.3 -ll.:JI Il -: j,:..!"-'t £,G :17.Hd " ZI d'1R m~51 ...;. "j""11 ....~.. I ri,. I ~._to.i\ / // ,..~ ., / ~ .. COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REV.ENUE" BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN '~OUR REPLY PLEA8E REPIER TO NOTICE OF FILING OF APPRAISEMENT Mr.Ames: ____-I'W~'A~S~H~IN=G~T.:O:.:.N County -File So. '...~. , ,_. Informant ~):' Q.DUANE AMES I' In Re:Estate of .....:J~U~L~I:!.:A~E~•.....:AMES:.::=·:....__ months·fro~date of As to any tax that interest at the rate scgne~rZ-<<2 AP-jtj> T:.tle ~l.R.CHMJk¥,'.IEII'APPrtAIS'T'· March.6,1958 S~tember 1e,1968 r You are her~b;}"notified that th.~oritlinal ,appraisement in the estate of ;t)))j.a E.Ames I~as be,en.filed in the office of the Regis ter of Wills qf Washington ~ount~on Sept.ember 16.'19...s.a .SaU appraisement reflects'the following valuations:..,.r Real Est ate _---'-.....3U1.~OO~·~~~.•~OO~~..,..,f Personal Property __--:-_ I Transfers!As toT::::tax that is paid wi ~::7:~e ~de~th,a five (5%)percent dis~o:mt 'is allowable: lremains unpaid after one year from date cf death, lo.,.f.SiX (8%)percent per annum is charged. \Any party in interest who is a~grieved by an appraisement may ";:;?:~,;irPeal therefrom as provided hy law. " t r're p:, :DATE OF'DEATH:i,,; ,r Note:.This is not a bill. f ,• RC"'G39 16-67) COMMONWEALTH ':>F PENNSYLVANIA --) TRANSFER INHERITANCE TAX RESIDENT DECEDENT AMES,JULIA E. FILE #63-68-1221 March 6,1958 SUMMARY I,the undersigned #63 Washington 09-18-68 the real and personal opposite each item in f1..EPOl1.T OF INHEIUTANCR TAX APPRAISER duly appointed Inheritance Tax Appraiser in a~d 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 righ~in Schedules "A","3","E". 03-06-58 Da ted: FILE #63-68-1221 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do r'.;spectful.lj'report that [have allowed deductions in the amounts claimed by deponent,except as to those items where a greater OT lesser amount is set forth in the last column to the right in Schedule "F",WhiCh~great r or lesser amount rl'presents the sum allowed as a deduction.( oa ted:09-18-68 -;7j,Orvt4--v() REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $2,500.00 ._$3,000.00 $_ INVE~TORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) cT oint-Held Property (Schedule E) TOTAL GROSS ASSETS LE~S Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 2,500.00 1,285..00 =:= 1,21 5.00 ._ 3,000.00 ==l~,,:!::6~85~:!,:::::0===Q=:= 1.715.00 ======:= Valuation of life estates or annuities . . . . • . . .$----- ES~ATE TAX ASSESSMENTS,~------ TOTAL TAX BALANCE PAID J~LLANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from tc AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $_ BALANCE DUE Add interest at rate of 6%from to /Sli •__ $------ *------- $------- $-------$ As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. CO~WUTATION OF TAX $=====:= $----_._-- $=====~=$-------- TOTAL TAX Less tax previously paid BALANCE LEiS's 5%of tax if paid wi thin 3 'mpnths after death FORUSE OF REGISTER ONLY Tax on $•__fl%$_ Tp -0:;'1 $._~!t _ Tax on !l;1.715.00.~'$__·......3=4~.3"'-0"'--_ T ax on $.__1~%$_ Exemp-sions :=(::') Total Estate _ 1!,," FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of Register of Wills~for proper reason,same should be noted below, explanation. t9.X by the with short ~I MATTER OF THE APPRAISEMENT .. ... Will ~~ Administration ~No........ IN THE, .Ii)., OF THE ESTATE OF .'~' ,"'~~t:Year'. ~~ ,. ...co',,.. " ~.;. ..,,".,.'-)..;..,-.:--,,·r ",:-.._.._.;•--,~j .. ........tI.~L..I.lt ~.~..A.l1E.s........... . Deceased ~, Late of .V['~:r ..p.~.~..ftlJ~:E.r.Wr..'. 'j ........ County of :WNi.H.:rWGTON .. Commonwealth of Pennsylvania REPORT AND APPRAISAL ,"--{~ ~ rI "'-'r" DATE ~.~P.~~!f.Il?..~E ~.?!.~.?~.~. COUNTY ~~.~h.:!::!1.&~?.~.. FILE NO,~?:..§.§:~~.~.~.3.~.~. Cel\uI0NWEALTH OF PENNSY~VANIA .'::~'...~... RESIDENT INHERI.TANCE TAX APPRAISEMENT DEPARTMENT OF REVENUE BUREAU OF COUNT1'COLLECTIONS 'HARRISBURG,PENNA.J7J271----------'-----------"'----------1 Whereas,J.ulia E.A.m~.~late of w.e..~t Pike.R.un Twp .. in the County of ~a.:~.h.~~9..!.1 ::.Commonwealth of Pennsylvania,having died on the A.._~.t:day of J:1!'4:'.9.D....................................19 9.Jt,seized and possessed of an estate subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Th f I W.R.CHANEY ,',.d I 't d d't·1ereore,,:::,an appraIser u y appom e accor mg 0 aw, .having been designated to make a fair and conscionable appraisem:mt 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 thl"e~··"te is transferred In po~session.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. . I ,./-Description of Allet REALTY: As per appraisement filed PERSONALTY :. I NONE ... r TRANSFERS: NONE JT.HELD: NONE I I Unit Values $ Appraisement Made for InheritanceTaxPurpOIeS 3.000 00 NONE NON.J£ Total 3,000 00 .... " 1 w I do hereb c J?tif -hat th above a I raisement is made in c n- .J) WASHINGTON....•...•••.•..••.•.........••....••..••••.•.•• .r County RESIDENT INHERITANCE TAX APPRAISEMENT ~..~~ " • I ":~ ~~~.~ ,!J j Estate of JULIA B.AMES............. Deceased. Late of W.l:!ST PIKE RUN TWP •...............................-. t ",",({ f'\, '{; .. ,Date of Death,~.r..~.h 9..J J,,9.5?. A1?praisemel!t Docket Vol.,.3.7 :·.. Page,.._..14.6~.~No 63.~.6~~221 .. Filed in Register's Office,....$.~Pt...!.....l$"........19..6.$... Am.ount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. .,.01"~• .Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,.. Entered and charged,.0 ~!- -" ..;~. ,. /' l ----'~-'--'.- Office REGISTER OF WILLS,~".:.jl:::'.in~Pa. COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax ~9 978915 Form RCC-4-RI-3-66 No Date :l()'1tc:'lbc~24..1961J ••.•-.('f:T r'.(r'··."l"r'!d/·.,t.•.{County,ss:ReceIved from •\J 1__H vt,:J'Jr,·:rL (Eie"cu"tor.,1A"dmimstrCrtot.oz.:'Guardkfu)of the estate of JLl.Ir.~.::.J :; who died i't;>.l'oh 6,19.s!l.-,the sum of FLiT:!...::,["l.OJ/Ina.............- - - -......- -..--..._..Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Tax on $1,715.00 Tax on $_Real Estate Date '.,-le-6S VCifuation $;;~OOO.OO $------ Total $3,000.00 5%$_ Tax on $10%$----_ 2%$34.30 Tax on $15%$_ NOTE,This Triplicate Receipt to be retained by the Register of Wills and filed in numericalsequenceforauditpurposes. NOTE:In accepting the transfer inheritance tax on future estates prior to the death oftheliIetenantortenantforyears.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 additionaftaxmaybelegallydueandcollectibleforanyreasonwhatsoever. Estate Tax Assessments Date 19__$,------- ________19__~$============= lJOOD[P[LD©£lJ[ $-------- $lS.73 $-------- $"-.... $-------- $======== Register of Wilfs Total Tax SEAL .,.J ..... /4v.'.J..J;.·d ,.1f/#/{..~r/t,· Exemptions *$============:::: Less Tax Previously Paid (if any) Balance MOORE BUSINESS FORYS,INC.,ELMIRA,N.Y. Total Estate $_ Amount of Estate Tax Assessed under the Act of May 7,1927. 1.ess five per centum of tqx if p<:Jid within 3 months alter date of death Total $54.0,3 *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 =ended by Act No.381,approved July II,1957,and Act No.207,1961.Section 302. Add interest at the rate of 6 % from i:Ur.;h U,lS5~ to Dnto 37-14t.-2 $,------ $3,000.00 $1,2C5.CO $1,715.0.:> $------ $. ValuationDate Personal Property $,------- $------- Tulu! Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date 19__ _'--Hl__ ..- Estate of JUUJ\R.MAS Register of Wills I " ." " ~;.. ,- -4 Page 146 I jne,_~2~_ RECEIPT FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS.• .,- t:.dlnnTmI Po. I IlUfSLl !u'\ti~m Date ~aptet:bor 23,19~ OFFICE OF REGISTER OF WILLS I 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 .Docket 31 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 money with the amount receipted for.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 To ATI'!.J:.'!:.C~!:?A t-iA:HIC:iCR CCUf1iY COtl1rlHOU:S ~ L t'lH,HTht:Sl:11_~P~4:);J "lI:tJHIII.15301 --l I .-_