The URL can be used to link to this page

Home My WebLink AboutOC1968-1335 - ESTATE OF TUNNEY~·J~ t .1--/JJS- "ffibUUlf ®f itxrrutnr ®r Abmiutatratnr. §tate nf Jrnu.ayluauia t C!tnunty nf lla.a4ingtnn J !l!i: Personally before me, the undersigned au~hority, a Ko.t;;~,r_y ___ p_y_bl_i_c.. __________ in and for ·said County and State, appeared _____ .EARL ... T.UN.N.EX _______________________________________________________ .. who, being duly sworn according to law, deposes and says that he is the executor' or administrator of the es- tate of ___ MA..BE.L ___ TJJNN.E.Y ______________________________ deceased, that the foregoing schedules constitute· a complete inventory and appraisement of the real and personal estate. of .MAB.EL ... TllNNE.Y ____________ , deceased, except real estate outside the Commonwealth of Pennsylvania; that' the figures opposite each item of real and personal estate in 'the foregoing schedules are .determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death; based upon a just appraisement of each ite·m· made by the above named Execu~1tor, Administrator. . S d b 'bd bf thi c2r-~ -rad worn aiJ; s/, e e ore me s ....... ¥..: ............ } / , . \-" A day .of··~.·:·· ·d ~Ji-;~J. ...... y ·7~ . .. ...... v. · ....... E;~~~t~~~Ad~inlst~~t~~ ................... .. PI!YL\IS·b·KOHE;~:'·•·••·· .0:: ... ~ ... ·· ··················· EARL TUNNEY l California, N(as~Jn .. ~0·• Pa. · •• My commlssio xp1res . ADDITIONAL INSTRUCTIONS ' . · . January 2l}l 19i_5 . ~1 .. An in:yentory must be filed within three months after appointment of personal representative. 2. .A suppl~mental inventory must be filed within thirty da~s of discovery of additional assets .. · · 3 .. 1 Origi:narand 2 Copies and 2 RCRI-34, Under $10,000; .1. Original and 2 Copies and 2 RCRI-33, ' -_ O-ifer '$10;000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding':"~opy· of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 ~nurntnry anil !\pprai.atmtnt .of the goods and chattels, rights and credits which wer~ of ... lWAJ~.E.J,. .... 'l'JHU:tE:X ............................................ .late of .. W;J;;.~T ... 6.RO.W.:t-f.~:Y~J.L.t;J;; ... ;e.QJ.\Q.V.GJL ........ . Washington County, Pa., taken and made in conformity with the above affidavit." PERSONALTY.: 30 shar•s of United States Steel Corporation com~on s.tock .of the par v.alue of 16 '2/3 dollars ·each: Certificate # X36764, 10 shares, date)d March 13, 1949. Certificate# P489387, 5 shares, dated May 3, 1948. Certifica-t;e #X '208056, 15 shares, dated May 13, 1955. REALTY! None !· .. \ DOLLARS CENTS 12 30 00 I / 0 .:t ~ 00 ~ I co t ~ I c.n .--. 0 --0 ~ r· r' ;Jc. t,hd ~ ~ "~ i :J ~ H~'J 2L -~U 'u • 4 I, '::J ···-........ LA.)• 0") ~-, lt:a.,~,r.t .... <6:7o)-THIS-FORM REQmRED iN ALL ESTAT.E:s"wri'H oiioss:AS,SEir's UNDER sio,ooo, .. uN·D-ER s.ECTION.7o'1 oi ACT-oF -JUNE 1e, 1ee1, j .JANUARY 1, 1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) . OFFICE OF THE REGIS.TER OF WILLS. ~ . :··&:..3 --£ .. %!-/ J.-3~ ~-. :· -·· County of . JVA $ll.I.l'Hi;I'.Q:tl' ......•. : ... : . , ' ... ~ . I--_._ .. ~.1\aL. .TTJli~~X ............. · ................... of .~Qfl .. Q·tp,-:; S:t:· .. , .. We tit .5-r.Qwnav:i.J.l-e:, .. Pa .•.. (Name) (Addreu) {; ~ fC ! 11; "2 being duly ....... s.w.Qr_n _________ . _________ ._,accqrding co law, deposes and says that-. he is the ______ E._x.e.cJJ..t.or, _______________________________ __ • , • , ------·-• • • ·-< --(Exec., Adm., Legatee, Ere.) -~ ' . ~ of the estate of .... MB.E.t~ __ 'l:JIN.NE.'Y ____ ; __________ _-____ ::.: .. whose lasi: ·residence was _______________ : __________________ c·s··--------------c·---------- .·. -·-• -·' (No.)·'· • • t~t) --· · Borou h · · -· --· · · -.. · · · -g . . . . . ' ' ' ! W.e.st .... .Br.o.wn:s:vil.l:.e.. ...... : __ ~ ______ deceased, and that the whole of the estate of said decedent, who died ... .S.ep.t ..... JL; ... i.9.68. (Cicy, Borough or Township) · . .-!Dace) - consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HEL~ _AS JOINT. TEN~NT OR TENA~~y BY ENTIRETIES, 9IVE NAMES, ADDRESSES AND RE;~ATIONSHIP OF OTHER OWNERS. . ~ -~ :. ... . . . .... . ' .. . . . .. .. -Estimated Real Estate -. Value- None ----' . .. -' .. ' '. .. ' .. .. ---.. ' . -. ... ' -- .. .. .. ' - .. .. .. .. .. ' . .. .. - ---.. .... .. --.. ·'· -·· ·--- .. .. ._ , . , .. .. .. .. t .. -.. --.. -.. .. .. .. .. < .. .. .. .. '· ' Personal Property 30 shares of United States Steel ·corporation common stock of the "'1?.~0 00 11 00 ~ wr'?-nar value of 16.2/3 dollars A~-~h. l 41.~~ v v Certificate # X36764 10 shares da +.A rl March 13. 1949. Ce_r t: i f i ~at: A # P 4 R 9 3 8 7 5 shares dated Mav 3 1948. Certificate # X208056 15 shares. dated May 13. 1955. - 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 8igned by a responsible officer of the financial institution or mortgage hvlder 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. X ' ' Jointly Held Property 18 89 Tunney or William Earl Tunney ( established over two years before wa.s $37.7:8.-One-half i~ .taxa:ble. in the names of Mabel Tunney or w·illiam Earl Tunney (.established account at the t imP of the neath of Mabel TunnAy was $987. 38 •.. : One ... Washington County, Pennsylvania. Upon which is erected two frame ~~m~~ExR&RN~~~~ dwelling houses. Plan, West Brownsville Borough, Washington County, (For a more detailed description of the above lots see a copy of the e rom Mabel Tunney to Mabel Tunney and Earl Tunney, attached hereto, was executed less than two years prior to the death of Mabel Tunney, the e ire value of $7500.00. That at the time.of death there was no safe deposit 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 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 N'~ - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED: AGE OF LIFE (If step-children or TENANTS OR .. INTEREST OF DECEDENT (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 JN ESTArE ~ -' >--forth this fact.) DECEDENT .• . .. .. I [. ' . DECE;DENT DEBTS ANP DEDUCTIONS CLAIMED NOTE: List first five items in the spaces so provided observe notations thereon and instructions '. ' DEBT OR CL..UM -. . N.A';T;URE Of. SAME AMOUNT THIS COLUMN ~EGISTER ONLY Funeral expenses paid $ $ Family exemption (will not be allowed unless decedent died residing with a sp'?use or children.) Administration Expenses • Counsel fees • Fiduciary commission • OTHER DEBTS AND CLAIMS (*) See Note below ' .. '• -, ,: ...:-.:::~~ ~ '• ,. ~··- ~ ~ -. I :-'l -- I --. : Total Note: The estate agr.ees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt .is greater or Jess than tli~ estimated amount claimed and allowed. ' ' ~· \ ~ .. . ,· ,.... ''· • ' •'< coL ~-z::;;t . Subscribed and swo~:nto before me this ..................... . ' . !~ .................................... · .. . · ( E:r:ecutor-A. ministrator ). . · Earl Tunney .9.0.6 .. 6:tb.. Str.e~t ........................... . · (Street Number) Wt?!.~:t .. ~:r.~W.I.l.~Y.:i, ;L.J:.~., .. ~.~AI.l.~ Y.l:·x~ ~~~ .. (City or Town and State) Havi!'g been duly sw;z.r according to law, I do hereby certify that the above appraisement is made in conformity with Jaw on this ' /'--+-. ....,_,/) ~ ~ ,· ................. 1?? • ..£.-1 ......... day of ..... /.I.L.-~ ......................... .:; ·~: ~~ J2/. , (/ . . . . . . . . . . . . ·~·~·~· ..... A·p·p~~;~;; .... In the eveni th~t any future inte1·est in this estate is transferred in possession 01· enjoyment to collateraJ heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby exp1·essly reserves the right to appraise· and assess transfer·inheri- tance taxes at the lawful collateral rate on any such future interest. · .· REPORT OF TH~~STER/,)Oii' WILLS / · I, the. undersigned duly elected Register of Wills in and for .... ~ ~~· ~ .. County, Pennsylvania, do respectfully. report that I have allowed debts and deductions in the amounts claimed by deponent, ept as to those items where a greater or Jesser amount is set fort}) in the last column to the right in said schedule above, which greater or les amount represen~s ihe sum allowed as a deduction. Dated: •••• 0 ••• 0 •• 0. 0. 0 ••••• 0 .-.•.... 0 ••• 0 0 0 ••• 00 ••••••••••••••• · Register of Wills I 'I I J ·~ ~ Form No. RCC-62 (6-70) Will _.: Administration }No. · · ........ Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF (\(\ ' I ~\A._~ .... ......... \ ~ \~~ .......... o~~~~~ Late of ............................... . County of ............................. . Commonwealth of Pennsylvania REPORT AND APPRAISAL {4;U 1 ~\ ~-~~ t,n ~ 1" ~ a., -~ ' i~ h) j :·71 f)/'JP :' r ... ti . j n ~!. 1 ~!) -.; - liU ~~ ~: E ~-;· :'!_:,_·\ ;;;) 0 fiEGISTEt\ C:F 'diLLS VI A. S Ill N ~-; T 0 N C 0 .. P A. -·- ( ~ ~ 1.-U .._ .l " I .. ~ : I ' .. RCC-81 (6-71) ,, . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE- BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT · .EARL TUNNEY (Executor or Administrator) In Re: Estate of MABEL TUNNEY IN YOUR REPLY PLEASE REFER TO Inheritance Tax Oivisi~~ WASHINGTON C t F.1 N 6.3~13>35 oun y -1 e o. ___ . _. ------'---- Dear SIR: You are hereby notified that the __ O_R_I-=G-:::IN-==AL=-==...----------- appraisement in the estate of· MABEL ~y . has been filed in the office of the Reglster of Wills of __ WA_· _S_MIN_G_TO_·N_l ______ _ County on MAI16, , 19_lg, Said appraisement reflects the following valuations: · Real Estate------....-....... ...--......----- Personal Property ____ 1..::.,_2>_30...:.·•.;.:.0_' O ____ _ T ransfers _______ ..,..,...,,.....,......-:-1.-.r----- J oint I y Owned ------=8_1;'=0..,...1=2_•5:-c,S:r------ Total -------~9~'-2~l,_2~•5_S ___ ___ 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; arid twelve,months when deat~ occurred prior to December 22, 1965)-from 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 __ MA_Y_l_6-=-,_1_9_7_2 ____ _ DATE OF DEATH: September 8, 1968 Note: This is not a bi II. J .., / . .. R c:'c-~~ < s-sel COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ' ' SUMMARY Estate of __ TUNNE __ Y_, __ MABE __ L ____________ DATE OF DEATH 9-8-68 (Last Na,ne) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER FILE NO. 63-68-1335 1 I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_·_·w_A_S--'fl'-I_N_G_T_O_N _______ _ Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each i tern in the last column to· the right in Schedules "A", "B", "C", and· "E". Dated: MAY 16, 1972 ------------- REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for WASHINGTON County, Pennsylvania, do respect- fully report that I have allowed deductions in the 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 Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ $ $-------+-- Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDU'LE F) CLEAR VALUE OF ESTATE Valuation of life estates or none none 9 24~. 58 9,242. 58, annuities. 1 1 1.1............. $·------+-- ESTATE TAX ASSESSMENTS $ _____ 1...__ Tax on·$ 2% Taxon$ _______ 7~·~~~~·~~~d~3~~ $----~~;~j~~~·~· $ ---~J-1...~'"'-'. '-:=--t~'I.Jf'-'-; Tax on$ 5% $~--~----4--- Thxoo~ lK $ _____ ~-4---~ Tax on$ 15% ..... '·' .. ~ r• Exemptions • Total Estate---------~---- TOTAL TAX $ ___________ r-- $----------~--~- (*) ~As evidenced by Charitable ·Exemption Certificates issued by the Secretary of Revenue. Less tax· previously paid BALANCE Less 5% of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE A!d interes:at rate of 6..% from Ja-z-\o=t to re>--~-15" $=====:====!== $-------~-- $====:::::::::::== AMOUNT OF ESTATE TAX ASSESSED $-----+--- Estate tax paid $--------''----- BALANCE DUE :==":=IU $---------~---Add interest at rate of 6% from ----------1'0------ TOTAL TAX BALANCE : ======f:a:J:ta:~I=Q=j= PAID $ _____ _L_ -- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are m.ade to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration t No .................... Year .......... .. IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF . . .. .. .. ..~~:r. ... 'l'lll'J~ ... Deceased Late of ..... W ... BROWNSVILLE ............................... . County of ........ W.A.®I.N.O:'r<?~ .. .. Commonwealth of Pennsylvania REPORT AND APPRAISAL ,., J ,. ,. • p ~ ,. ,.. ~ ;-· Funn ,ilC9-3 DEPARTM£1\!T OF REVENUE ~UREAtJ OF COUNTY COLLECTIONS HARRISBURG, PENNA. 77 1 2 7 ' . COMMONWEALTH OF PENNSYLVANIA .. RESIDENT INHERITANCE TAX APPRAISEMENT DATE ..... ~! ..... :1::.~ . .?. ...... :1::97? .......................................... . COUNTY ............. ~~~~-~~.??.~ .................................... . FILE NO ......... §?:.§.?:!.?.?..?. ........................................ . Whereas, ................... :.L ... ~~ ... r~I ............................................................................... late of ........ ':'1..~ ..... ~~9.~.~YP~~~~: ................................................... . in the County of ............................................ :.~~~~.~.~~~9.~ ........................................................ Commonwealth of Pennsylvania, having died on the .......................................................... S.TH ............................ day of ......... SE.:Pl.'EMa.ElL ................................... 19 ... 6..$. .. , seized and possessed of an estate subj~~.:::~~~~~c~~~It~::np::::::;~ly 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 SEE COPY OF APPRAISEMENT SEE COPY OF APPRAISEMENT TOTAL Unit Values $ Appraisement Made for Inheritance Tax Purposes 1,230 00 9,242 58 '-- ... W.A.§l:f:J:N:Q'J?.9.N.................... County RESIDENT INHERITANCE TAX APPRAISEMENT ,. Estate of MABEL TUNNEY Deceased. Late of W. BROWNSVIllE ······························································· Date of Death, SEPTEMBER 8, 1968 Appraiseme1?f Docket Vol., ..... .3.1.':':': .................................... . Page, .... +.5..4~2. ......................... No ..... 9J..~.9.e.~J..3.3..5. ....... . Filed in Register's Office, .: ... MAX. ... +f>.L ......... .19 ... 7?.. ·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 I I I ----- --~4./' 31-1 r<.{-J DEDUCTIONS ALLOWED IN V' For,;, R~C -10 ... THE SUM OF . . . . . . . . . . . . $ ...... 11..1...&...~~ OFFICE OF THE STATEMENT OF DEBTS REGISTER OF WILLS AND DEDUCTIONS ,~~ 5 1975RUSSELL !.~A~!N1 W)4Ll~n-• DATE . . . . . . . . .. ......................... ~ ............... OF COUNTY AND AGENT OF THE COMMONWiiALTH -~u lu-..... ~ &5-~ e-1 a3s-~ • Register of Wills, Agent ESTATE OF ~~ ·ju~~ LATE oF Vt-r.L: ~.,..~ w. t' r3avo" f t C\th~ 16~ {172--DATS OF DEATH ph U~~ 91 11~ g --~ DATE OF FILING APPRAISEMENT u n ' .... 7 I~ DATE NO. OF NAMii OF PAYEE REMA\~1-'" --, ~-AMOUNT VOUCHIO'I 9 ~;~ tv~W ~~ ~ c~IJwe!~J~ rvv,p-J i::l.~f-<J Jl<t:L toIL ~~ /1 £JV~ -~ lf'nviNJ-~J ~~h,f~ u I~::, s 16 i" ./L i ~~~VI"'<~ ~/fh'1~~~~J rvok~ 1/JJ, II 1':3 Lj 1'}. ~11?-~ '\'1;1 <1Vth<l R .eo. I It#'-:Pil" 'j :t>h.v~VVJ 3 '11 11tlf _Ou , L 0 L;nJh~y S_'))., ,Jw,<-,rd~J&t,. .~~-'-rJ.J -e-rrri I o 3 ~ h? ·' -v ,I 'IJ ~ 4-'fh~ ' ~ :Joo 1"1( ~~!-v,~, e._, rio. P:f. ... :wlt,-r.elfl't- "" I 7 I . .. . . ~) COMMONWEALTH OF PENNSYLVANIA } COUNTY OF __ w..:..;:...~ai=.!IL..!..':L..,~+:ib.L:-..!__ __ _;__ s., I, ------&k;:;..~~·<~l--lf..!::;;\;::..:l,;~~U)~-----------~----HEREBY CERTIFY. THAT. TO THE BEaT OF MY KNOWLEDGE AND BEL~EF, THE FOREGOING IS A Jy}n _A~R!:l.f: STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION S~EIMITT!D .. TO,THE .. ESTATE OF v fVJ ~ jVI-JiyV} _ DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX •'PURP,05Ei.:'""' ::' ~· ~ zqJ_ ~ ................. ,.[... ...,... ~ :£ .. • -, ... , \ · (L. 5.) BWORN ANo_feua~CRI~;-;, BEFORE ~.E THIS -~~--DAY OP' -' J:--~.&:: : 18 If ' LllS L KON'EK, Notary' P~.~:'ic Jfomia, Washington Co., ·;.. Aty Commission Expires . .January 29, 1977 2f lou Ice a) oo l>'O - ' "'""'t1 .. r fTl~ · '• or~· - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NO.E 497 42 OFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AND ESTATE TAX Address-;; W.BrownsVil1e,Penna. 15417 File No. G3-GS ... l335 Date of Death 9-8-68 September 23,1975 Date of Payment _______ · ------------l County __ W_a_s_hi_n_,gtoo"-. __ · __________ ___, Remarks: -~ ·---~-... . . ""'~ ... .,.. ~.,, ... , ,' I • ·~·· ..#:./ 1 .. 2%Tax on $ _________ _ 6%Taxon $ __ 7~'~6~1~6~·~3~3~-- 15% Tax on $ ___ ,;..,_ _____ _ % Tax on $--,--------- Estate Tax, Act of MayJ, 1927 TOTAL TAX CREDIT Less five perceritum of tax if paid within three months after date of death Plus interest at the rate of ,___&__% from 12-8-69 \ \to date $ $ 456.98 $ $ $ $ 456.98 ·$ $ 159.94 '\