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Home My WebLink AboutOC1968-1261 - ESTATE OF MARQUISI:onn No. RCC-62 (12-66) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF AC Er¥ECTIVE .JANUARY 1,1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) ~ OFFICE OF THE REGISTER OF WILLS J R County of ...... W.~:ip.).,:r;tg:t. <rn ....... . . . . . . -~-~· .. ?.~r:t~.e.~~?.r:t ... · ................... of .. -~··· );> .••..... 1. ~~c;~.QrY . .a. f.~rw.s.yJ,.;v:~tti,~,. (Name) She (Addreaa) being duly -----------~~9~~----------------.according to law, deposes and says that .Se is the --~~~~Jnf.Q_:r:m..Mt ___ _ · (Exec., Adm., Legatee, Etc.) of the estate of Maude P • Marquis whose last residence was.~.R~ ___ .P.._~ ___ J ________ , __ JU&kQ1.'.Y-..t. ... M.9J . .mt Pleasant Township, Washington <No.> · <Street> Qg_~!.?:~Y.t .. -~.?..~~-!.l _________________ .deceased, and that the whole of the estate of said decedent, who died --~~P~!_I)_, __ J._CZU 9, (City, Borough or Township) . · (Date) consisted of: two lots of ground situate in South Park Township, Allegheny County, Pe·nna. . REAL PROPERTY · 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 Offic o ~n These two lots f ont on · ruman (formerly Grant Avenue) for a distance of 50 feet and extend bac therefrom of an even width 106 feet to the center of a 12 foot alley, which alley separates lots 13 and 14 from Lots Nos. thirt one 1 and thirt two 2 in the same section • .Upon which lots there are no improvements. Bei . two lots of round which became vested in Maude P. Marquis, deceased, upon the death of her J. Loyal r:rarq-ui , who died intestate seized thereof on M ~ Personal Property -NO PERSONAL PROPERTY - Estimated Value ,, NOTE: You may expedite the processing of this return by filing with it, and as a ptrt 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 o~ principal and interest in the decedent's account at the date of death and the type of account, account number and the exact r_ame or names in which the account is registered. ;· Jointly Held Property -NONE - Transfers within T'YO YEARS Prior to Death -NONE - ,. ··' t .• Estimated Value- That at the time of death there was no safe depo~it 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 I:!'STITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT no saf_e denosit box \ . 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 otherwis_e, in estate.) are involved, set OR NO AT DEATH OF IN· ESTATE forth this fact.) DECEDENT Hazel M. Henderson R. D. , Hickory, Pa. dau_ghter yes nncH vi riArl ·1 /~,.,., . Thomas r"l • Marguis R. D. , Hickory, Pa~ son yes undivided l/'3rd - J. Alvan Marquis Hanoverton, Ohio son ves 11nrl; 1d n<=>n 1 /'lnn - . -.. ... ,.,.. .. ---: . ....,.,.~ ........... -..~)!·. :• .. vl:. • •. •. ,• . . ~ ........... : .-"' ., ....... ' ·r- RESIDENT DECEDENT ' • DEBTS AND DEDUCTIONS CLAl.MED. • .. -------------------------------------------------------NOTE· List first five items in the spaces so provided, observe notations thereon, and instructions DEBT OR CLAIM NATURE OF SAME .\MOUNT THIS COLUMN w. ~oward .. ~hQmpson, !KEGISTER ONLY uneral DJ.rector .. Funeral expenses paid . -$ gif~> ( § i $ Hazel M. 'Henderson, daugh er rli th whom decedent lived Family exemption (will not be allowed unless 750 JO I\ decedent died residing with a spouse or children.) Administration Expenses • " Counsel fees • Fiduciary commission • I OTHER DEBTS AND CLAIMS . (*) See Note below 11'" .... .,. - TOTAL I 1,365 99 I ( . . ' .. .. .. . .. . . I Total 1.36~ 9~ Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any ee,. commission or debt is greater or less than the estimated amount claimed and allowed. I I .I I . / i . (Execu·t~r::L~. · · · · · · · · · · 1, Subscribed and sworn to before me this ..................... . . ....... 25.t~h. · ... : .. day of. : ... $·.~p-~·~I!J.R~.r:' .... , 19 ... ~8 . . . ·. 7h,f ._. .............. '. . ................ ~ ..... .. 12~ ... • .. P. .• .......... ' ........ ' ........ '.' ......... ' (Street. Number) · . -~~<?~~.r:'Y 1 .. ~.~~~.7.~ :V:~.l?-~.~ .............. . (City ~r ToU~n and State) Having been duly sw?r~ac;prding to law I do certif that thyabove appraisement is made in coJnformity with law on this .............. .'?r!7~ .... dayof.·.... .... ~):,i:r .. ~l~.E . /) ~ ~-*····~:z ... ~ .. ~ ...... -..... /' .• ~.,. Pl>rRiser In the event that any future interest in this estate is transferred in possession or enjoyment to col al hei;-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. r . " ~ { ,. .i,:·. • I' • . ; .. .•. . ~ \ \ ' F6t1n,No. RCC-62 {12-66) Will Administration \No. · · ......... Year ..... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ~ I . .MAUDE .. P •.. MARQUIS, .............. . Deceased Late of Mtc • . :P.l~A~ aP.cl. l!Q\:IP.~bj.;P., ... R. D. 1, Hicko·ry, Penna. County of .. W.asbing:t.on .............. . Commonwealth of Pennsylvania -~~~. '" REPORT AND APPRAISAL s-lli:ii .:10 }l?.LSID:n:l o: 11 :J v ~-~ ·n:: s sm..! ,..,. --~ (';~.-~~ 6S : ( ~M ~:·."~ d::;~ L:,:t'~. G. ASHTON BROWNLEE, Attorney 414 Washington· Trust •. B~dg\. Washington, PennSirUarli·a-. \...! .... ~~ \ t ,,~ " .. ~ ' s-rn;;\ .-n ~\?t',)\~1~ or\\\.W ~.r~.l·r~ssn't.l G r . r 1.1) c;~ .J~~ t:"C'.~\ :::l t. h~ ·-''-' U=·'"' ""~ ..J• C'"1 ~--1 __ ... \. \ -\ -\ " -•""'" ~ ... TO;; Allegheny County Register INSTRUCTIONS AS TO HOW TO REACH THESE LOTS After going through the Liberty Tubes, turn left on Route $1 and travel to its intersection with Route 88. Stay on Route 88 through Castle Shannon, through Hillcrest to the intersection at South Park and travel approximately two miles further. These lots, upon which there are no improv9ments, are in back of the property of Mr. and Mrs. J. P. Verno, who reside at 1513 Main Boulevard, Library Heights, Pennsylvania. If you contact the Vernos they will point out these lots. ~~ i v~ ~ &~-.s--:t.s-¥~ NOTICE TO THE REGISTER OF WILLS OF ALLEGHENY COUKTY, PENNSYLVANI~ The within described lots of ground were owned by J. Loyal Marquis, who died on May 16, 1947• At that time they were apprais~d at a total value of $200 .. 00., J .. Loyal Marquis died intestate and under the intestate laws his mother, Maude P. Marquis became the owner of the two lots. She died two years later on September ~3, 1949.. As she had no other estate, no letters of adninistration were ever issued. Your appraisement of these lots should be as of the date of her death, to wit, September 13, 1949 .. There were no improvements upon the property at that time. I !~-;:,-;R::~:=~:;~cu:Jua:~w~~;:=HOF PENNSYLVANIA -!WJULWtwwm •. *W A RESIDENT DECEDENTS OFFICIAL RECEIPT · No.11 0 9 4 3 Transfer Inheritance and Estate Tax File No. 2245 I , ~ I i Date J,, 1 y 2 19__48. Office REGISTER OF WILLS, Washington, Pa. Washington County, ss: Received from Hazel M. Henderson (~XAdministrator oiiOilai~the estate of ". ••uy~± '"La.rqua.~ · , who died May 16, 19 47 ,. t[le sum o£ Twelve and 29/100. . . . • . . . . • . . . . . Dollars, being the amount of TRANSFER INHERITANCE and/or ESTATE Tax due the Commonwealth, as follows: __ j\ppraisements Made and Filed Real Estate -~·· .,..: Date Valuation July 25,1947 $. _____ _ Personal Property -Date $ _____ _ Total Valuation $. ______ _ $ _____ _ Total Total Gross Assets Less Debts and Expenses of # Admini,s.tratio:Q 20 May Term,.I~'±b,Jt,F_. Clear Value uf E::;tate Valuation of Life Estates or Annuities Date 19 __ __________ jg __ Estate Tax Assessments ::J .~.;;:-·•>'· • //r 200.0?;· \:= ..:,!/ ,#>' 1!11!#' ......... ~~ $ 1,124.05 $ 1,324~05 $ 710.83 $ 613 .. 12 $. $ Date _______ 19 __ $. ______ _ _________ 19__ !.:$======= r:oTE: In OCCC}:tin~"J 1hc tronsfr:r inh(!ri!ance tax on fl:tUre cs1a!es r;rior to the death of Computation of Tax Taxon$ 5% $ ___________ __ Tax on$ 10% $ ____________ _ Tax on$ 613.12. 2% $ 12.£6 Tax Paid on Account $==============~ Total $ 12.26 Less Tax Previously Paid (if any) $~=========== Balance $------------------------ Less five per centum of tax if paid within 3 months after date of death Amount of Tax due Commonwealth Estate Tax Assessed under the Act of May 7, 1927, as amended AdcLinterest or penqlJ,x-at th~ r<l,t~4 of __ 6% from l••c.Y lb , ..l~ 8 $ $ 1!2.26 $ ______________ __ to July 2/ 1948,per· award:$ .03 decree 6 3/48 Total $ 12.29 the 1I!e !~'".:r.ant t'jf tonr.:nt for yr·"lr~. ns 11Vidr.ncod by this t(;Ct:lpt. 11 i:i t:r.derstood that the Com· ~'' :r .. r_.r.we:.-:::~h rholl not l::;,e pr~cludf:d or rrr..:V(:ntC:d from 1-.'l-r(:a:Hr.:r O!:~esstn'1' additional inheritance tax at the d'!al!. rJf the lifo tr;nf"Jnt cr t~n0nt for Ytars wi-.e:n~·,ar it apt:ears that such addi- Uo.o> >oo mo, to '''""' doo @"000 ~0 '~"£'0:"' _ ~ #. . eL_ l _ # ~>ooo>wm. UOTE: To bo dolivorod to ta"payer by Req:o!or of Willa 26 -238 NOO~[ DUSINtSS FOAMS· INC,, ElMIRA. II. '· ~--------·J-·--_.., -~ --_.,.. __ , -r > :r=:r:::z:=--dt!'f,7 :x;z;·7=:zr=:rx--·:=t::"'i:'V'l----=r::r::= ~ .:r:..:....""TT=r:::~ ~'!..x=:a:uct!UlXtiLZU!KUOllttiiXUi&&e %W W'!J'1t,~ll'"' -W!Q:a&iU RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOI,I::t REPLY PLEA8E REFIR TO 37_149_3 In Re : Estate . of ----=-·MA-=D..:;.P~E__:_P_;_. --=100..:...· ____.:Q:..:..U_IS_' _____ ___;__ ____ ....:.;W;:.:A..:...SH;;:,:I::::.N.:.=G:..::.T..:..ON~-----County -File No. 63-68-1261 Dear Mr. Henderson: You are hereby notified that the original appraisement in the estate of Ma.ude P. Marq:uis has been filed in the office of the Register of Wills qf Washingto4 County on September 27 , 19~. Said appraisement reflects t3e following valuations: Real Estate ----'-~---· ;:::1"-, ..:....00..:....0..;...;:_. 00,;,_;_ __ _ Personal Property---------- Transfers-----------~-- Total ------~~1~0~0~0~.00~---( As to such tax that is paid within three months-from date of death, a five (5%) percent discount is allowable. As to any ~ax that remains unpaid after one year froni 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 September 27,·1968 · Ti ue DATE OF DEATH: September 13, 1948 ESTATE INSOLVENT Note: This is not a bill. j ::v "'CC•39 (6-67) :OMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ~~RQUIS, MAUDE P. FILE # 63-68-1261 September 13, 1949 SUMfylARY FILE # 63-68-1261 flEPOHT OF INHERITANCE TAX APPRAISER I~ the undersigned tf 63 Washington 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 th~ values set forth the real and personal opposite each item in the last column to the right in Schedules "C" and "E". Dated: 09-27-68 09-13-49 HEPOR.T OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Was.hington County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts claimed b;y deponent, except as to those i terns 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. /) LJ, , Dated: 09-27.;.68 /Ll[_~7/l~ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LE~~ Debts and Deductions (ScHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ESTATE T~X ASSESSMENTS fQR USE OF REGISTER ONLY REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ 1,000.00 ·-$ 1,000.00 $ _____ _ 1,000.00 1,000.00 =1~,3~6~5::!:!~99:t:;. =·~ ==1=,_3:!::::6=5=· 9:!:9=·-======:= --~ES='T=A=TE_ ~NS_QLV.:::E=NT=----- $ __ _ ~------ COMPUTATION OF TAX Tax on$ ______________ ._._._~% *----------- Tax ·on$ . ~ t _____ --:- Tax on ~ . ~~ *--~--------'1' ax on $ , __ lfl% $ _____ _ Exemptions := (':') Total Estate _____ _ TOTAL TAX Less tax previously paid BALANCE Les~ 5% of tax if paid within 3 months after death JALANCE OF INHERITANCE TAX DUE Add interest at rate of H% from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6% from to FQH USE OF REGISTER ONLY $ ____ .;._ "' '~======··= $ ------ *=====:= *---~--$ ------ TOTAL TAX BALANCE PAID ADJUSTMENTS As evidenced by Chal!'i table Exemption Certificates issued by th€"Secretary of Revenue. $ ______________ __ $ _____ _ $ ______ _ ·$ ----------------$ ______ _ $ NOTE: Where subsequent adjustments are made to the above computation of tax by the "egister of Wills, for prop~r reason, same should be noted below, with short explanation. Will Administration t No ..................... Year ........... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF MAUDE P. MARQUIS Deceased Late of . . . . . . . . . .lf:J:.G~Q~(Y .. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL r, I (;~ Form RCC~ 2·RI I '· .... .. . .. :. .. COMMONWEALTH OF PENNSYLV A.'l\l'IA RESIDENT INHERITANCE TAX APPRAI~EM~ENT DATE ................... §..~P~.~~-~F ..... ?.7.?. ..... }::?..§.?. ....... . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. COUNTY .................... w.~:§h .. i.AK~.9..!1 .................................. . • FILE !iO. . ............... ?.?..:.??.:.~.~.?.~ ............. -......................... . Whereas, .......................... Ma.ude .... P. •.... Marqu.i§ ................................................................... late of ................................ I:I~.~~<?.r..Y ...................................................... . in the County of .......................... ~~9.-.~h~D:gj;..<?..n. .......................................................................... Commonwealth of Pennsylvania, having died on the ..................... :J.J ..... ~h .......... , .............................................. day of .............. e.~P.~.~~-~~································ 19.4.~ .... , seized and possessed of an estate subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania; ! . Therefore, I, ....................................... :W..! .. R.~ ..... C.h~~.Y ....................................................... , an appraiser duly appointed according to law, ' -~-naving been design~ted 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 collatel!al 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 Unit Appraisement Values Made for Inheritance · Tax Purposes $ REALTY: All those two lots of ground situate in South Park.Twp. (formerly Snowden Twp.) Allegheny County", -Pennsylvania, lmown and designated .. as Lots Nos. 13 -14111 Sec. V, in the Prudential Co-Operative Realty; Company's Plan of Lots called Library Hieghts, as the sames is recor ei in the Recorders Officeof Alleghenv Countyin Plan Book Vol. 2476 Pa.e:e 747. These two lots front on Truman Ave., in said plan(formerly Grant Avenue) for a distance of 50 feet and extend back therefrom of an · 1( even width 106 feet to the center of a l2 foot alley, which alley - I I I ' I seoerates lots 13 a~d 14 from Lots Nos. thirty-one and thirty-two • I in the same sections • . Unon which lots there are not improvements. Beinj:1' twollots of .e:round which becamed vested in Maude P Marquis, deceased, unon the death of her son, J. Loyal Y~quis, who died, intestate. seized therof, on May 16, 1947 1,000 00 pERSONALTY: NONE NONE TRAtBFEH.S: NONE NONE JT. HELD: NONE ESTATE INSOLVENT Total 1,000 00 c' \ i' ' I • . \ \ WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .t-iA.\J.P.Ii: .... P.~ .... ~Q\J.J.~ ........................................ . Deceased.· Late of ................................. m;g_~9.~X .............. . Date of Death, .... §.~P~.~P..~:r ..... J.J.1. .... J.9.4.9. ............... . Appra.iseme1!f Docket Vol., ............ 3..7 ........... : ................. : ... . Page, ....... 14..9~3 ........................ No .. 6J~.6..$.~.:12.6.l. ............ . Filed in Register's Office, ..... 9..~.P.t..~ .... ?.7., ..... .1W?. .... . Amotmt of tax dtce, $ ............................................... : ................... . DEPARTMENT OF REVENUE Received, Era.mined and Approved, Wrote abo.ut App.ra.isement, Appeal ft'om Appraisement, Entered and· charged, .... ., _:d