HomeMy WebLinkAboutOC1968-1346 - ESTATE OF NOTE•
..
··---,-·-·-;;-~------;-,-------.-----
'.EFFECTIVE IANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)
, Fonn No. RCC-62 (12,66) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER •10,000, UNDER SE~TION 01 OF
~··-..... ;;..:-... ~.-~ .... t~ ;. ., ~ f c.. • -., · ·.c 3 -cP-/.i'Y'(.
t • I ,. ......
JExt. ~ ~oustof!, Pa. fi9 4-'t{
._, .. , "'I. Q~u!lt~--_of . ~ ~~~~~~~g~;9~ ~ . ~ ~· .. :.· ~ ~ ~=~~~
0( 351 {Cher.:cy Av.e. 1
•V
. . ~.. "
. . . . . . -.... . . . . . . . . .. • . . • . . • . . . . . • . 0. ·-· .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .-. -.... ·.·· ..... -.... .. ,., (Name) ~ ~ v "" . ' i~ddresa~ •!•"'\':l. :'\'~f . -' ~ .... ... .... ~ -~ ... ~
b · d 1 sworn · d' 1 d.· ' d · h h · h · legatee . emg u y -------------------------------·-------·-.accor mg to aw., eposes an says t at e ts t e-=-----------------~----------__________ , ___________ , ______ • (Exec., Adm., Legatee, Etc.)
.._ .~ • L.. ,.;... --...... : ...... .; ...... ......: .. <. -• ~· • • .. "" .;_-.. -• .;,.
of the estate of ____ p_~~~!?-. .:!:.~~:-~.1?..~-~-----------------------whose last residence: was ---=-----3.5J ... ~.h~.:r..~r---AY~-'---~-~~-~-~------• • ~ • • < · · ~ ·-• ·• (Nor < J -·(Street) ·
, 1 • _\'(Hou-st.on,Pa. . '•·' -d.d Se···t ·7_' 196 ---------------------------------------------------·deceased, and that the whole of the estate of satd decedent, who te ________ f> .... L. _ _, ______ --(Ciry, Borough or Township) . ·(Date)
8
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN<i: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 Estimated
Value
None ''-'
"'
,,
-
~
/
Personal Property
None
.. ~ ~ ;~ . ··-
.. ~ -
·, '· ~ ~-
'
..
-
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 th
decedent as of the date of death. Such letters must be signed by a responsible officer of the financia
e
1
s
n
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent'
account at the date of death and the type of account, account number and the exact name or names i
which the account is registered •
. !'!
.._;_____ -
. , ...... -.. .. • . . ··:(l ... ' .
Jointly Held Property -·Estimated
Value ,_ . -
·> .. ' "!
All that certain lot or parcel of gro,und situate in Chartiers
rn . 1. • -r.r . ·'-. ;, n 1 _] _]
~ ~ ·£~ ....... ~.1:-'' UUQh~££e.~~u ~~ ...... ~,' A ..... 0' £'-U'V , .. <.AU'U. 'U.'-'0-'-l;;U<.AV'-''U. ...... 0 -
Lot No. 36 in the Harry L. McNary Addition to Houston, a .L:J pl.an or wn1cn ad.d.ltlon lS or record lri.The Kecorder•s urr1ce
of said County in ,I?lan Book 4, page 68, -as more fully des crib ed
in deed from Domenick Note, widower, to Domenick Note and
Lucretia--Poness. his daue:hter. as .ioint tenants with the
right of survivorship, and not as tenants in conunon, dated
.C::<:>n'+.o::>mh~,;: ? 1 -lof\·'2 .,.,.,...n.,rlo::>rl ;n 11\)o::>.::.rl Rnr"\lc llfll ..-.. -:>,'a'p. '2 R ,. -
£ ~ .. --= ~
$9500.00 L!) Total Value j t. .:;.0. $4,750.0
t \' t •'---0
~&;(1' ~ ~
1/J!(-,-'97
\
·;: ....
Transfers within TWO YEARS Prior to Death
None ·~
... -
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:-.
. I
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE D-EPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
J
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or T,ENANTS OR INTEREST OF I
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 IN· ESTATE
forth this fact.) DECEDENT
Lucretia Poness Uaughter Yes
351. Cherry Ave.Ext.
u n
~ ......... ~~££' ........
' -
-
I·
. ~ ......... -~ .... ···. . -
• R-E-8i't>ENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED •.• I t ,(.
NOTE· List first five items in the spaces so provided, observe notations there;:.;o:..:n:L,-=a=n::..::d:....:.:in::..::s:..:tr:..u=c=t=io:..:n:..:s.:,.__;_:o_, ______ -r __ J· ___ :___
DEBT 0 R CLAIM -~---=.:N..:.:A:..:T_::U:...:.R:.::E::.....::O..:.:F__.:S:::;..:A..:.:M=E-----'---,-_.;;:..A:..::M.::...·O=-U=-N=-T.::,.·-' _~ "-mTHIS COLUMN ~------~~:..__::~..:.:=~~-------.-----,· ~EGISTERONLY
Speakman Funeral Home Funeral expenses paid $ 1200 00 $ -·
Lucretia Poness Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
1000. 00
Ad_~inistration Expenses *
Counsel fees *
Fiduciary COmJ:lliSSiOn *
OTHER DEBTS AND CLAIMS
(*) See Note below
Washington Hospital Ho~pital bill ! of Mortgage-Mellon Bank Total Amount $5200.00
MRlfERANCE~-. GRAY, ;Notary Public
Ca"ansh!!rg >w3Sfimgt&i Co. Pa.
Total
40
2600
00
00
00
~~~~~: ......... .
(Executor-Administrator) .
• ~::-1 v17~ ~-.f-L, ············~;;;·~~.·~····
.......... ';0 .............. , ..................... .
(City or Town and State)
;. •
.~
·~
..
"'
,.)
·)
~
Fonn No. RCC-62 (12-66)
wm·
Administration }No. · · ........ Year . ." .. .
) IN THE
'I
:MATTER OF THE APPRAISEMENT
) OF THE
ESTATE OF
')
)
Domenick Note .......... · ............................. .
Deceased
L~tJ of Chartiers Township ::.' ............................... .
County of . . . . . . Washington J ••••••••••••••••••••••• ~
. I
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
·~
'I
·vd ··o~3 NOl.~~UY-IIS\fA\
Sllf.ffl .::H) ii3llS853l~
O~l~'t~j ll.3SSI!1M
)
8 I' ~ Ud h2 HVJ.J 69.s
6 0 311 j
' \,,_:.:~':;:/: .. ::, ·•
-/1/· ~.... '"-~ \
•
1/JiJ(I~JII,~jtYI (•''\ •
•,
'·
( . ... ·t. -.
; R CC--8 I (Z-64)
!
C::OMMONWEAL TH OF PENNSYLVANIA ·
DEPARTMENT OF REVENUE·.·
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVIS'!ON IN YOUR REPLY PLEA8E
REFER TO 37~;154-5
1:
t.
I I.
1
NOTICE OF FILING OF APPRAISEMENT
LUCRETIA PONESS Informant
In Re: Estate of 001-tENICK NOI'E
' .. .-· : .:
·I
-····
_____ W:..:.AS.:...;;H:..:.I...;.;N~GT.:::...ON.:.;;: ::_:; _____ County-·File No. 63.;.68~1.346 ...
You are hereby notified that the origin!
appraisement in the estate of Domenick Note
has been filed in the office of the Register of Wills qf Washington
County on March 26 , 19_29. Said appraisement reflects the
L •· 'following valuations:
Jt, Held Real Estate -~----!:1:4 ..... 7J...5~0::...!•!.!:0!!:0~--
Personal Property _________ __
Transfers _______________ __ .. Total __________ ~--~4~·u7~5~0~.0~0~--
I ~ f 1, As to such tax that is paid within three months. rom date of
• death, a five (5%) percent discount is allowable. As to any tax that
, remains unpaid after one year from date of death, interest at the· rate
1· of six ( 6%) percent per annum is charged.
f
Any party in interest who is aggrieved by an appraisement may
t appeal therefrom as provided by law.
~
J
I
I ,..
t
Date March 26• 1969 Signed~/ ~t a.~~:·
Title tV.R.. CHANEY, CHrt;/{l>FRAISER -1 f
t ! f DATE OF DEATH: . September 71 1968
~ ESTATE INSOLVENT
.
i. Note: This is not a bill.
/
<lC~39 (6·67) _.,~
; •:ol'fiMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
NOTE, OOMENICK
FILE # 63-68-1346
September 7, 1968 ~-
SUMMARY
FILE # 63-68-1346 fl .. SPOI\T OF INHERITANCE TAX APPRAISER
I~ the undersigned rluly appointed Inheritance Tax Appraiser in and for the County of
# 63 Washington , 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 item in the last column to the right in Schedules "A", "B", "C" and "E".
Dated: 03-26-69
09-07-68
HFPOR.T OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for Washingtcn
County, Pennsylvania, \1· :->Tl,.·r:t.fuLI.y report that I have allowed deductions in the amounts
claimed by deponent, exc·!1• t as to those i terns where a greater o-r lesser amount is set forth
in the last column to the r.i.ght in Schedule "F", which g72rea or lesser amount represents
the sum allowed as a dedue tion · · , _ /J
19
. ~ c ..c._ _ -...,:?
Dated: 03-26-69 ~/fiP'V~'-:!1
INVENTORY
Real Property (Schedule A)
Personal Property (Scherlule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities ...•....
ESTATE TA..'<: ASSESSMENTS
FOR USE OF REGISTER ONLY
Tax on $________ !')%
T~x on $ _____________ .. ~0%
T~x on~---------------~~ Tax on $ , __ lfl%
E~emptions ___ (':')
Total Estate ________ __
TOTAL TAX
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3'months after death
3~\LANCE OF INHERITANCE TAX DUE
Add interest at rate of o% from
to --------
REGISTER OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$ $ $ ---------------
4.750.00 4,750.00
4,840.00 4,840.00
====~E~s~t~e Insolvent ========
$ ____ _
"' ·? _________ _
COMPUTATION OF TAX
~ -------!1: ---'-----$ _____ _
$ ___ . ;._, ----
$ ____ _
$ =======~= $ _____ _,__
*=====:=
As evidenced by Chari'table Exemption
Certificat.es issued by the S~cretary
of Revenue.
~--~------------
$_ .. _____ _
AMOUNT OF ESTATE TAX ASSESSED $ _____ _
Estate tax paid
BALANCE DUE
Add interest at rate of 6% from
to
FOR USE OF REGISTER ONLY
d> ~·------
TOTAL TAX BALANCE
PAID
ADJUSTMENTS
$ ______________ _
$ ______ _
$ ______ _
$
NOTE: <Where subsequent adjustments are made to the above computation of tax by the
.. negister of Wills, for proper reason, same should be noted below, with short
explanation.
l
Will
Administration ( No .......... .
IN THE
. Year ........... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
. :OO~JC~ ... l'IO'r~ ....... .
Deceased
Late of. HOU.$'1'0.~ ...................................... .
County of ...... ............... .V'IJ\s.lg.N.GTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL ;;;~ '"'
r
,
I·
COMMONWEALTH OF PENNSYLVANIA
I
March .. ~·6· '1969 DATE ...................................................... 1. ........................................... .
. ,:,. DEPARTMENT ·oF REVENUE ~ .
BUREAU OF COUNTY COLLECTIONS
HARRISBURG. PENNA. 1 7 1 2 7
.. ~ • 4
RESIDENT INHERITANCE TAX
APPRAISEMENT
COUNTY .................. :W.~.~.h~g_!.,~~ ............................. .
FILE NO ..................... 63.::::6.8.~.13..4.6 ............................ ..
JT.
Whereas, ....................................... P.Q~~~-~~ ... ~~~-~ ................................................................. late of ............................... ~~-~-~-~-~ ..................................................... ..
in the County of ............................... W.a~.@..ng:l:r.9.n .................................................................... Commonwealth of Pennsylvania, having died on
the .......................... 7J:~h .................................................... day of ....................... ~~.P.!-.~.n.!-?.~.~ ....................... 19 .... 68., seiz.ed and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; _
Therefore, I, ............................... W~.R~ ..... 9.b.an~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 event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the deeedent 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.
Appraisement Unit Description of Auet Values Made for Inheritance
Tax Purpoaea
$
HELD:
All that certain lot or parcel of ground situate in Chartiers Twp., I
Washinrt.on liounty~ Pa. ~ known and designated as Lot No. 36, in the
Harnr L_. McNarv Addition to Houston, a plan of which addition is of
record in the Recorder's Office of said County in Plan Book 4, page 68
as more fully described in deef from Domenick Note, widower to
Domenick Note and Lucretia Poness, his daughter as jointtenants with
the 'ri l7ht. of survivorshin and nota s tenants in COliD110n. 4,750 00
t• r.-, '
,, ' ,_ l -•t . ' ~·· ... r; -..
. ~~ ,.
-..
' Total 4,750 00
"'\.J ..
I
Estate Insolvent
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
DOMENICK NOTE
Deceased.
Late of
HOUSTON.
Date of Death, ... Septemb.er .... 7.1 .... l.968 ................... .
Appraisemel!t Docket Vol., .................. .?!.?. .......................... .
Page, .......... 15.4~9. .................... No ........ 6~.6~1346 .... .
Filed in Register's Office, ........ ~~~~----~?..~.19 ... ?..?..
Amount of tax due $ ' ................................................................... .
DEPARTMENT OF REVENUE
Received,
Exan:tined and Approved,
Wrote abo.ut Appraisement,
Appeal f1'om Appraisement,
Entered and ch<Jrged, .... ·
(,
•
·•
"' ..
;
;