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Home My WebLink AboutOC1968-1403 - ESTATE OF BOYD.=:-.,.~--. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY ___DATE OF DEATH 6.9...~9'"'Q.?CJ FILE NO.63-68-1403NAOMIS. (First Name)(Initial) estate of BOYD---------------(Last:Name) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington PennsylvanilL,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values Silt forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:05-18-70 09-29-68 . REPORT OF THE REGISTER OF WILLS I,the 11ndersigned 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.0 ~//~h ~~~.J~ Dated:05-18-70 /~U-/vvvvl./~"--'==-....I..:~-----'REGiSTEROFWI LLS 222 00 222 00 1.503 08 te Insolventta $ 222 00 222 00 1.503 08 Es VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$-------+-- HNVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts Iilnd Deductions (SCHEtlULE F) CLEAR VALUE OF ESTATE Valuation of life estates or '(*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. _c COMPUTATION OF TAX $-------~ $-------4-- $--------4-- $-------1--- $--..,..-----~- $ t= $ $ C "$___---IL- TOTAL TAX BALANCE :----~~ PAID $-1L BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%fromto_ AMOUNT OF ESTATE TAX ASSESSED $----~ Estate tax paid $-1 BALANCE DUE Add interest at rate of 6%from ------lto----- Less tax previously paid $====== BALANCE $~ Less 5%of tax if paid within 3 months after death $======== TOTAL TAX FOR USE OF REGISTER ONLY Tax on $-4-__2% Tax on $-+-__6% Tax on $---------+--5% Taxon $~ Taxon $~ Exemptions :I< Total Estate 1...-_ FOR USE OF REGISTER ONLY i\DJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No .. IN THE Year .. MATTER OF THE APPRAISEMENT OF THE ESTATE OF ",.. ...NAOMI.S.•..BQXP .......... Deceased \"., "Iv Late of MONONGAHELA................................................................ 1':1 ....,;/,,.. County of ~iASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL 4" RCCoOI (2-641 . . COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COU~TY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT CHARLES BARTON i ~.-. IN YOUR RIPLY PLEA•• RIPU TO 37-155-9 j In Re:Estate of --=.:NA~,~m~rr~S~•......=:BO~YD::::...._ __\..:.-__--:.:\'l..:.::AS~H~IN=G.:::.:'ID;N~County -File No •.63-68-1403 Dear Mr.Barton: You are hereby notified that the engi val appraisement in the estate of Naomi S Be¥d ~as been filed in the office of the Register of Wills Q£kffisbington dounty on May 18 ,19-1°.Said appraisement reflects the following valuations: Real Estate ~:---:~--- Personal Property ~2~2~2~.~0~0 __ Transfers ------ Total ----a2.a2.a2....,l,/;OO~-- As to such ~ax that i~paid within three death,a five (5*>percent discount is allowable. remains unpaid after one year from date of death, of six (6*>percent per annum is charged. months·from date of As to any tax that interest at tbe·rate Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date .:.......:M~a::::.y~:m~8;:.s•....;;I"""97.1,;O~_Signed Title DATE OF DEATH:September 29,1968 ESTATE IN30LVENr Note:This is not a bill. Form RCC-2, ...<'-C9MMONWEALTH OF PENNSYLVANIA DATE ,......................~y...,+.?-'.....J.9.7.9............,.. DEPARTMENT OF REVENUE .~.;.- RESIDENT INHERITANCE TAX COUNTY Washington BUREAU OF COUNTY COLLECTIONS ..................................................................................................... HARRISBURG.PENNA.17127 APPRAISEMENT FlLE NO.....................9.2.::::.~.?::::!,4.9.2 ..................................... Whereas,.....................................Naomi...S.........B.Qyd...................................................................late of .............................................r.19.p.9.pg~h~J::~......................... in the County of ...........................Wap..hingtQn........................................................................Commonwealth of Pennsylvania,having died on the ..........................................Z.9....th....................................day of .....................s.,~Pt..~p..~r...........................19.9.E?....,seized and possessed of an estate subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,....................................J~~.R.~....G.hC3:n~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 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 Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpolel $ PERSONALTY : 1 lott of furniture.old and "Jell worn 158.00 - Travelers Insurance Company -reimbursement for medical insurance.6L..OO 222.00 222 00 Total 222 00 ESTATE INSOLVENT Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law 00 thia/J''dZ2 day of~7;Z;:;z'.~~;i~ ...{;;2d ··..~b~~···~d···St~~~t·;··..·.·.·.·.·.·.·.·.·.·.·.·.·.·,;~:.~~.~ (Post OfDee) ·........................ylf\,$.I:I.:I:NQ1'QN COUtlty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of NAOHr s.BOYD................................................................................................................................. Deceased. Late of HONONGAHE~A Date of Death,$.~.pt..~m9..E?r..?.9,.J.".9q.$. Appraisemel!t Docket Vol.,.3.7 .. Page,l5..5..~.9 No 63.~.68~1403... Filed in Register's Office,~y J..f?.L..19.7O'.. Amount of tax due,$.. DEPARlMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra.isement, Appeal j"om Appraisement,.. Entered and charged,.. \ '\. , l~ .' ..-or'"I ...< RCC-t 0.9 12-64) COMMOI/WEAL TH OF PENNSYLVANIA DEPARTME~T OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF R,ESIDENT DECEDENTS COUNTY OF--'W'""'a=s.::.::h;.:io:.;n::..;;q;&.;t::.;:o::.:n:.:.-_ / This return must be completed In detail and filed In duplicate,with the Register of Wills In the County where the decedent resided within one year after dote of death,unless on extension Is granted by the Secretary of Revenue, Misc. being d'Jly sworn according to law,deposes and says that he is the Will Admn.No.19__I,Joseph L.Hoffmann' (Name) of 242 W Main St.Monongahela,Pa. (Address) Attorney for Charles Barton,I::xecutor (Exec.,Adm.,Legotee,etc.) of the estate of __N_A~O.;;;";M=I,---=S;,...;.,---=B:;;",;O:;;,,,;Y=.;D=-.L..«_.Iate of Monongahela«Pennsylvania, .(Clty.Borough,or Township) deceased"and that the whole of the estafe of said decede'nt,who died on ...B.!=pffunber 29,1968 « .(Date) co~sist,~d of the assets listed below and that allowable debts and deductions exceeded the fair ma'rket value of the assets and.. no P~"lIsylv.ani'aJ:'~ansfer Inheritance Tax is due.....~." Swarn and subscribed before me Department Valuation CAUTION (Do not writ.e in this spa~e) (Title)AttO'rney for Executor Estimated 11 Market ~f 1(;...~."~(Value .,I' ASSETS (Attach additional sheets if necessary) Description of Asset Type cf A set: Real Estate,Pers. Property,Jointly HeId F'rop.or Transfers 19 70....=..::J==:..L-IJE'fTY E.WENZEL,Notary Public Monongahela,Washington County,Pa.--J.:::Z::::.tL/.~d,t.z...:..:7-J,.;,~~IUL-----=Mv Commission Expires ~...1;.$158.00.,t (."i . ~•f "\64~l 00..~~:) +...,l~·l'- well-WO~ -reimburs' l J Travelers Insurance Company ment for medical insurance 1 Lot of furniture,old and Personal Property TOTALS $222.00 95,3·60 .;;R3·Col /0.7/ 7.J~60 ~5"'.S6 "..g.e>6 :35.0 0 Amount Approved by Register 383.67 10.91 92.00 25.50 .3.00 35.00 $953.00 DEBTS AND DEDUCTIONS Nature of Claim Funeral expenses Balance on note of Orugs Ambulance service Probate of Will Filing RCC-103 Attorney fees Date~- REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointee!Inheritance Tax Appraiser in and for the above County do appraised the real and personal property as reported in the foregoing schedule at the value the last col mn to the right. L.M.Frye Western Pennsylvania National Bank Span &Taylor National Ambulance Service Russell Marino Russell Marino Joseph L.Hoffmann TOTALS $1503.08 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report th~t I have allowed deductions in the amounts set forth in the above schedule as claimed,except where I hav,e set forth a greater or lesser amount In the la",aIU~19ht.whl,h g,eate,a,Ie,,",amaunt 'e.'e'ent',he 'u~'~• Date of Approval:.7 /?/77tf ',~ .>(,.,Register of Wills '., ;-"'(I Will ) Administration No.Year ,_ IN THE MATTER OF THE APPRAISEMENT OF THE •"I./ ESTATE OF N,A,OM;I:p~aO~Dr Deceased Late of Monongahela County of Wash;i,ngton Commonwealth of Pennsylvania -, o.. =r <.AJ :l::1O c:> '"-t1RE~~~ND A~RAI.SoAL (/)0 C :;c......~-:J:-c.n -0 ~ -(f>cn :::0 z ---;r:"1 ~,.)ril' G':'l rn r"-t"'.......,--1 .,.:...'r,-' °0,:Z "1 o .-::;>O~::::'Ji-'-r-..,...-or-o:>en 1.~I \, Joseph L.Hoffmann Aitorney at Law 142 W.Maio!Stred .oaongahe1a,Pa.10063 .,:-:,;.~~'~:"~.,-¥"1!~.• ._._-----~ "~..:~~..~~t,.\~~"j:::/:'-r ~:.'{~.~:,:..:....;r..~:~",:,-i.i:".:f ~.~:.--_.'." -..-_....--:-.~_."..__..--.- ,I, li ~Will of Naomi S.Boyd :/'I S.~~f:) I,I,NaomiA widow,of the City of Monongahela,Washington jl • ';County,Pennsylvania,having full legal capacity in the premises, ""::do hereby make this my Last Will and Testament,hereby revoking ""IHand making void any and all wills by me at any time heretofore H l!made,in manner and form as follows,Viz: j, 11 I direct that my body shall be interred in the Boyd lot in :1 I!the Mo~ongahela Cemetery beside the grave of my late husband. r:1 I direct that my Executor shall sell my real estate and :~personal property,and from the proceeds thereof shall pay the ;:costs of my funeral,pay all of my just debts,and the costs of .~,the administration of my estate.He shall also pay all of my dI"',obligations to Charles Barton and Alverda Beaver.",!':1U All the rest and residue of my ~state I will,devise and ;J " I 1 ;'bequeath unto Charles Barton 'and Alverda Beaver,in fee simple ~and,absolutely,share and share alike.This gift is made by reason of the fact that the said Charles Barton and Alverda " Beaver have cared and looked after me during my illness. I hereby appoi~t Charles Barton as Executor of this my Last Will and Testament. IN WITNESS WHEREOF I have hereunto set my hand and seal \. this seventh day of October,A.D.1964. The,foregoing will was signed,sealed,published,acknowl- edged an~declared'by Naomi S.£oyd,widow~as and for her last Will and Testament in the,presence of us,who at her request and in her presence,and in the presence of ~ach other,have hereunto subscribed our names as witnesses thereto.