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HomeMy WebLinkAboutOC1968-1262 - ESTATE OF SCHACHR C C-81 (2-64) ,J:OMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT J.A. SCHACH 1nformant (~~)· .~ IN YOUR REPLY PLEA8E REP'I:R TO 37-14 9-4 In Re: Estate of ___ ~M=IN::.;l:.:;U=-E~ -=S:.::C:.::HA=CH::,;_ ______ _ _____ W:.:.:AS~H:;..;;:IN~GT::..O::_N _____ County -File No. 63-68-1262 Dear, Mr. Schach: You are hereby notified that the ori~ina1 appraisement in the estate of Minnie Schach has been filed in the office of the Register of Wills qf Washington County on September 27 , 19 6S. Said appraisement reflects· the following valuations: Real Estate __ ~----------~----------Pe r son a 1 Pr ope rt y ______ 1=-z..., 0.:;.6:::.:2:::..:..• 5~0::...._ __ ..;..._ Transfers ______________________ ~---- Total ----------------~1~1~0~6~2~·~5~0 ____ _ As to such tax that is paid within three months.from date of death, a five ( 5%) percent disc~unt 'is allowable. As to any tax that remains unpaid after one year from· date of death, interest at tbe ·rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraise~ent may appeal therefrom as provided by law. Date ___ ~S~ep~t~em~b~e~r~2~7~,~1~9~6~S __ _ DATE OF DEATH: August 19, 1968 ESTATE INSOLVENT Note: This is not a bill. "lCC-39 (6-~7) /. -• COMMONWEALTH OF PENNSYLVANIA ... -TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHACH, HINNIE FlLE # 63-68-1262 August 19, 1968 SUMMARY FILE # 63-68-1262 TU~POHT OF INHERITANCE TAX APPRAISER I~ the unrl_ersigned ff 63 Washington rluly appointed Inheritance Tax Appraiser in and for the County of , Pennsylvania, do respectfully report tha:. 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". the real and personal opposite each item in ~£~~ Q_, -=< V/ INHERITANC~ APPRAISE~ Dated: 09-27-68 08-19-68 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 deductio:1s in the amounts claimed by deponent, except as to those j_ terns where a greater or lesser am)unt is set forth in the last column to the right in Schedule "F", which greater or lesser a.mount represents the sum all owed as a deduction. . /) = """-. _; ~ Dated: 09-27-68 ~~~ ~ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEA~ VALUE OF ESTATE Valuation of life estates or annuities ESTATE TAX ASSESSMENTS FOR USE OF REGISTER ONLY Tax on $___________ !1% Tax on$ ~"'- Tax pn ~ o Tax on $ ·--. 1o Exemptions := (':') Total Estate __________ __ TOTAL TAX Less tax previously paid BALANCE Less !1% of tax if paid within 3. months after death J,\LANCE 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 FOR USE OF REGISTER ONLY REGISTER o= WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ ·-$ $ _____ _ 1,062.50 1J062.50 1,062.50 1,062.50 1,468.80 ·~ ======:= ESTATE INSOLVENT ----------· ------------- $-~--- ~ ---------- COMPUTATION OF TAX ~------*--------':..--$ ____ _ $ ______ _ $ ____ _ c1> '~======:= $ _____ _ $===== := $ _____ _ d> ~'------- TOTAL TAX BALANCE PAID ADJUSTMENTS As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. ~----------·------ $ ______ _ *------- $ ______ _ $ ______ _ $ NOTE: Where subse11uent adjustments are made to the above computation of ta,-: by the rtegister of Wills, for proper reason, same should be noted below, wir.h short explanation. Will Administration t No ......... . IN THE Year MA TIER OF THE APPRAISEMENT OF THE ESTATE OF M.I.~I~.I.li: .S.G.W\Gk\ ........................................ . Deceased Late of .... _ . STOCKDALE . . ............. ··--·---~--·-. ··-·-··-·· .. ~·· ............... ·-·· ..... ·-·~. ~. County of ........... :W.J\5..HIN.G:'r.ON ............................... . Commonwealth of Pennsylvania REPORT AND APPRAISAL -~---~-~~-------------------------- ·' , :;.J of· ;. '-... Fonn RCC-2-Rl ,, ;). . . --tEPARTMENT OF REVENUE • COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ...................... ~-~.P.~.~~--~-~ ..... ~?..! ...... ~.?.?.?. ..... . BUREAU OF COUNTY COLLECTIONS COUNTY ........................... W.?.:.f'.fl.t.Ag~.QP.: ........................... .. HARRISBURG, PENNA. FILE NO .................... ~.2.::::.~.?::::~.~.?..? ..................................... . Whereas, ........................ M~.n~~ ..... $ .. g.h.~.9..h ............................................................................... late of ................................. ~-~? ... ~~Cl:.~~ ............................................. . W hin ton in the County of ............................ ~.~ ......... Js ............................. : ......................................................... Commonwealth of Pennsylvania, having died on the ................ l.9. ... t.h .............................................................. day of ................ ~~.~.~~ .......................................... 19 .. §?. .. , seized and possessed of an estate subject to Inheritan-ce Tax under the laws of the Commonwealth of Pennsylvania; . . Therefore, I, ... ~.: .............. , ...... W •. R ....... Qhaney. .................................................................... , 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. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes ·--$ REALTY: NONE NONE ·- PERSONAL 'IT: t:;(-) S'h::ll"P~ WP.Rt.P.l"n PP.nnRvl v::~.ni ::1. R~nk (a) ?1 ?t:; nAT' Sh.<:~l"P 1 .Of..? I 'iO .. - TRANSFERS: NONE : NONE I JT. HELD: ,i NONE NONE ' Total 1,062 50 I I I I I I I I I I I --I ESTATE INSOLVENT I - ' form~;·:;:~hb~: ::rh~wDrn;;?2i~~· ~; o~·~~~~;:.t* ~~·ppraisft;• l~n cog ' /~ ,;;::Z ...&-~ . .. .... ,;;,;.;;;; ...... ~--_ ••.. L:;t.:_;t"=' -••••••••••. ~~;;,;: (Poat Offiee) ,-- , J~ . ~~ i1· WASH::I:_I~';f'Q~ .................................. County =============-~--=··=·-============= RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MINNIE SCHACH ············································································································· Deceased. Late of ..... S..TQC~.P.A~ Date of Death, ........ .Apgg~t .... .J..:.9.J ..... J::.99..~ ..................... . Appraiseme11t Docket Vol., ............. .3.7 ................................ . Page, ........ 1.4.9:::4 ...................... No ... 9.J.~ .. 9?~f.?..f?.?. ......... .. Filed i1l Register's 0 ffice, ... S.e.:pt ...... 27., ........ l9.6.8 .. .. Am.ount of tax due, $ .................................................................. .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, .... RCC-103 (2-64) l j COMMONWEALTH OF PENNSYLVANIA • DEPARTMEI'!T OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR IN SOL VENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF \V'ASHINGTON This return must be completed in detail ond filed in duplicate, with the Register of Wills in the County where the decedent resided within one year after date of death, unless an extension is granted by the Secretory of Revenue. Will Admn. No. ___ l9· __ I, __ --=J:.._;.:..__.,..=A.::.,_.~S=...;c::...::h=a=-=c::...::h=-------of -=1=0-=2'--"-'R=a=i~l~r,-:::o-=a~d'---=S-=t-=r,-:::e,-:::e-+1:-"-'---- cName> (Addres!.) St kd 1 p oc a e, a. Misc. being duly sworn according to law, deposes and says that he is the __ =I..=.N:..::F:.._O=-ID=-=1A:::..::..::N:..:..T=---,--------------- MINNIE SCHAeR (Exec., Adm., Legatee, etc.) of the estate of ________________ late of --=S:..:T:....:O:...:C:..:.K=D:..:.:A~L:=:E:..,-_________ _ A City, Borougb, or Town!-hie.) deceased, and that the whole of the estafe of S<Jid decedent, who died on ____ u_,g=<-u_· _S-::t:---l-:--9_.,'---l-9_6_1::! ________ _ (Date) consisted of the assets listed below and that all~wable debts and deductions exceeded the fair ma'rket value of the assets and ASSETS (Attach additional sheets if necessary) Description of Asset 50 Shares Western Pennsylvania Bank @ $ 21.25 per share TOTALS REPORT OF INHERITANCE TAX APPRAISER u (Title) Estimated Marke· Value· $1,062.50 Department Valuation CAUTION (Do not writ.e in this space) I, the undersigned duly appointeti Inheritance Tax Appraiser in and for the above County do respectfully report that !'have appraised the real and personal property as reported in the foregoing schedule at the values set forth opposite each item in the last column to the right. D t d a e : lnhet"itance Tax A·,praise· DEBTS AND DEDUCTIONS Amount Amount Approved Name of Payee Nature of Claim Claimed by Register $ !J 1/&f. j RUTH ECKERT FUNERAL Funeral Expenses 1,468.80 HOME .• TOTALS $1,468.80 ~ v~J fo REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for the above County, do respectfully report thati 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 ;, the Ia" calumo t~ch g•eate• •• le•w amauot •ep•e•e•h the •• a lowed •• a deduct;ao. · ~ 0::/z. Date of Approval: ~~ ~d? / , "' . /. ~ ;> Reaish>r of Wills \ (; ~ s"· .-.1-·l·lt,,, " ) j id'f IJ.,f ·,·~ .... ,.·11 ,,, '' l~ j ' -!t· ,, , ,·~~.Yii~fl. \', ·;;.... "'·)··. ~ r, • • I \-:1 .o • . / .~6mrm~trot•~n .. : ~ No. Year __ _ ~ .-----':.~ ! = '\'•', ,•).::: . .. 1,." \\: v ,: d f IN THE ;:. •, j ...,_.(I.:--. .," ~~ ~ 7 •• .• -.• / "' -~-/;·1 :;::M'fr!l~~ ... ,OF THE APPRAISEMENT ~,,.,, L: 't. 'V '-'"~"' . ltl''l'''\~·\1 OF THE ESTATE OF Deceased Late of ________________________________ _ County of __________________ __ Commonwealth of Pennsylvania· REPORT AND APPRAISAL Slllt.\ .:D H:.!J.Sl:J3C1 Oim.J\1!.1 TtJSSnU -~ 0 o r Ud .• •':"I \'"'"'\ (v' ,.,; . r.; • c. ~\ \.:::J c~,\.:1~.·..__:::·~ Cl .. -~ .. -,. \ ~· h ··~ ••. ' .1. •. .-~ ,lj "·' / RCC·72 (6•67) COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE .c BUREAU OF COUNTY COLLECTIONS ' ; I , l .APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES -REGISTERED IN THE NAME OF A RESIDENT DECEDENT APPLICATION TO THE PENNSYLVANIA DEPARTM-ENT OF REVENUE: DATE October 16, 1968 ·, Application is. hereby made for coosent to the transfer of the following securities of a Pennsylvan·ia· Corporation or a National-Banking Association located in Pennsylvania: '· ·-. . (a) 50 Shares (b) · Western Pennsylvania National Bank (c) Common . (NOTE:i' ln. describing securities enter in ·(a), .ab 01e, either the number of shares o{ stock or the face &mount· of register~d bonds, in (b), the name of the issuing company and in (c) the class of stock_or_ the stated interest rate and mat~rity date 'of registered bonds.) · . . ; . · · · · · . ' f . -'. ISSUED!pN S~e .reversed side ~and. having a TOTAL MAR.KET VALUE _OF $ __ ~.£_0_·6i_2-'-'e.50-::..___ ___ ~- . ~--t~ . · (Date) • ·· · · 6 as of th~·.dote of death of the decedent, ·Minnie Schack , on __ A_ug=--us_t_l...:..9:..., _l--"9_8...:..· _ (Name of Decedent) (Date of death) I whowa~loteof __ -=1~02~Rai~=lr~· ~oa~d~S~t~·L•~S~to~·c~k~dal~e~1~P~a~·--------Wa_s_h_ing-=t_o_n~-------P_a_. ____ _ . , (Street and Number) (Post Office} ' (County) (State) The secLi tie~ ore .registered as fo II ows·: --------"Minn=" =i:.:::e~S:::..ch=a=-=c=k'----"-. -----------------------'--- t (Name or names in which certificates are registered) ADMINISTRATOR) Joseph A. Schack (Husbrutd) 102· Railroad St., Stockdale, Pa. EXECUTOR ·. } (Name) (Address:t r NAME OF APPLICANT Joseph A. Schack ~ } ' . . ' ~ COUNTY FILE NUMBER63-68-1~62 ADDRESS OF APPLICANT 102 Railraod St., Stockdale, Pa. I BUREAU FILE NUMBER 63-6e-1262 SIGNATURE OF APPLICANT...::;,:.~1f0!.:.!,_£..:f-.L!!.~~~~-- NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS AB ICA ION, IT WILL NOT BE I. CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU F~ COMPLETION. · COMMONWEALTH OF PENNSYLVANIA-DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DAT~ct. lSth. 1968 I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive 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 and the 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 j I above-named Decedent. Signe;,~~te Secretary al RevenUe , By~/?z~ . I. (Signa tore) Register of Wills (Title) (County) Washington No. 32314 No. 24941 No. 062.16 Xo .. ~b7'1 l.o. 20568 I~o. 2~86 tlo. Up741 No. 14390 No. 9<702 2 Shares of W.J .w .J. 1 Share ot' W.l-.iJ.D. 2 Shares of W.P.N,B. 2 Shares of ~.r.~.H. 1 Share of w • .t-.h.d. 16 Shares ot W.f'.N.B. 24' :3hl!.ree of ••• 1-'.N.B. 1 Share of w.t-.. -..H. 1 ~hare of W.r.i~.B. Common Cammon Common Camnon Coumon Common Common Common Common ... t ... March .c.l, 1964 February 6, 1963 · December 1, 1965 April 29, 1966 April 3, 1 <;62 December .31, 1?56 September 28, 1965 February 3, 1961 Fe~ruary 8, 1960 , . . , _1 ;'' ----------·--·-- Form RCC-4-Rl-3-66 ~a COMMONWEALTH OF PENNSYLVANIA j RESIDENT DECEDENTS No. 978981 OFFICIAL RECEIPT Transfer Inheritance and Estate Tax File No 63-68-1262 Dme Oetober 14 68 ____ .-__19_ WASHINGTON Office REGISTER OF WILLS, a. •:..tASHINGTON County, ss: Received from Henrietta Haywood, Plying on Ind. Liab. UH3~~~H~SrmD~f the estate o£ Mlt~IE SCHACK who died Auguat 19, 19 68, the sum of TWENTY-SL~ and 89/100 - - - - - - - - -Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Real Estate Date Valuation $~----- $ _____ _ Total $'------- Personal Property Date Valuation Jt. Held $ 471.60 Bank Acct. $. _____ _ Total $ 4?1.60 Total Gross Assets .!:$================= Less Debts and Expenses of Administration $'--------- Clear Value of Estate $ Valuation of Life Estates or Annuities ~================ Date 19 __ $'-------- ---------19__ .!::$=================== Estate Tax Assessments DatA ______ 19 __ ________ 19__ ~$================== NOTE: In accepting the transfer inheritance tax on tuture estates prior to the death of the life tenant or tenant for years, 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 additional tax may be legally due and collectible for any reason whatsoever. 11000 [PJ[LD ©£ LJ[E 37-149-4 NOTE: This Triplicate Receipt to b• r•tczin•d by the Regi•ter of Wills cmd fil•d Ia aumericcrl sequeace for audit purpo .. a. Computation of Tax Tax on $ -------------5% $ 10% $ 6% ~ $ Tax on $ ------------:-- Tax on$ 471.60 28.30 Tax on $ -------------15% $ Exemptions * $ =============. Total Estate $ ------------28.30 Total Tax $ ------------ Less Tax Previously Paid (if any) $================ Balance $ ------------ Less five per centum of tax if paid 1. 41 within 3 months after date of death $ ============ Amount of Estate Tax Assessed under the Act of May 7, 1927. $ ----------- Add interest at the rate of__ % from ________________ _ to---~ 26.89 Total $ * 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 11, 1957, and Act No. 207, 1961, Section 302. SEA·L-~ L l '· · . .~ ..., __ ..::/ -"~,t·.t,_,,, !.' Register of Willa MOORE BUS I HESS FORIIS, INC., ELIIIJtA, ft. y. j,_ i FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE 'IAX, RESIDENT DECEDENTS. RECEIPT 'becket 37 Page l49J ine~--· 4~- Estate eLf _MI_NN_I_B_SC_UA_C_B __ _ OFFICE OF REGISTER OF WILLS WASHINGTON ________________________________ __.a, Date October 14~ 1 g~ 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 RUSSELL MARINO Register of Wills 1201 (g), Act of April 9, 1929. P. L. 343. cs amended, viz:-"To receive from Registers -of Wills all c.uplicate re-ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receivin!;" the money with the amount receipted for. The original ol each such receipt shall be signed and sealed by the Register of Wills and transmitted to the executor or ao3ministrator, whereupon it shall be a proper voucher in tbe settlement of the estate. In no event shall the executor or adminis- trator be entitled to a credit in his accc unt by the Register unless the receipt is so signed an~ sealed hy the Register of Wills." Fill in below name and address of person to whom tax receipt is delivered: I I To 1ms. IMlrttE'nA &WOOD 175 FISBER ftfS. , RT ~ 837 15063 L _j