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HomeMy WebLinkAboutOC1968-1426 - ESTATE OF WASSUMRCC-SI (2-64) COMMONWEALTH OF PENNSYLVANfA .DI:PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANC~TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA8E R~FItR TO 37-157-9 j ..\ LILLIAN A.WASSUM &ETHEL P•WASSUM In Re:;Est ~te 0 f ",'"!",,!,,,""_--..,,~,.,.....,...;:.P.:.:A:;::.U=L.....:F:..;.:......:,\tv:.:.;-A;::;S.::S.::;UM::;.-...-_,....,...,_---.. ~.~."..,...,.....,.,.,.......",---...,..,.......L!W~A~SH/ol.:IN~.~G!,:T.;zt.O:::.N..,..__......,.,,...County -File No.63-68-1426 Y9u are hereby notif~ed that th~original appraisement ~n t~e estate of . ...'Paul F•Wassum has been filed in the qffice of the Regist~r.of':Wills of 'Wa.shington County on ....,I(lD11qr;y.J 7 ,.'19.,..6,9,Said appraisePlent reflects the followipg val\latio!lr$:. Re a1 ~s t ~t e._--..".;.....,....,..,...,...,.....,..-.;;.34,4+7:;5°7-.=-;°'"°"':-......,....- Personal property ~..,.1~;74..,.2-6~.8~5~'__---- Tran.sfeI'ljl ---.".,..,...-----,....--.,.........--:0::"7--::-=-'-~Tota;L ~_..,---,_~__....,.:;.:1411-,187::r.J..:6~.:..:::8:.c:.5....;'.,..,...,._ As tq such ~a~that is.paid within ~hree mon.t~$from·date of death,a five (5~)percept discount is allowable.As to any ~ax that remains unpaig after ope year f~om qate of death,interest at the rate of six (e~)percent Per.anp~i~charged. Any Jlartyi"n..inte:rel:1t wb,o i~aggrieved py an appra~sement may appeal ther.efro~as provi,c;led'1:ly taw." Dat e .,..,.-_....;J;;.,.:,an=..:.::ua=..:.:.r~Y,,,,..;l:;')HI!.,-,.::1~i~.=,694-.."""".__..,.......sig~~L~e~ Title W.R.c~~F APPRAISER....'..".'"-..,,-.-... •!' DATE OF DEATH:October 15,1968 Note:Thi~is n9t a bill, "lCC;-39'(6-67) ,<OMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ,, ..._;.1'.,. \lTASSUM,PAUL F. FILE #63~68-1426 October 15,1968 SUMMARY I,the undersigned #63 Washington 10-15-68 01-17-69 FILE #63-68-1426 the real and personal opposite each item in Dated: nEPonT OF INHERITANCE TAX APPRAISER 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 the values set forth the last column to the right in Schedules "A","B","C"and "E". ~/./c?k;;r £-oL~~INHERITANCE APPRAISE~ ~.d~~ REGIST[R OF WILLS 01-17-69Dated: 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 deductions in the amounts claimed by deponent,except as to those i terns where a greater'OT lesser amount is set forth in the last column to the right in Schedule "F",which greater or iesser amount represents the sum allowed as a,deduction. VALUE AS REPORTED VALUE AS APPRAISED V~A~L::::.:UE~<~A;::::S_~RE~AP~P~RA~I~S~ED~ $2,585.00 ,_$3,450.00 *_ 1,426.85 1,k26.85 .___ 1.772.85 _,_ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LE~~Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 4,011.85 =::b23Q..QQ := 4,876.85 ._ .2,239.00 I ' 2,637.85 ._ =======1= Valuation of life estates or annuities . . . . • • . .$_ ESrATE TAX ASSESSMENTS $_ As evidenced by CHaritable Exemption Certificates issued by the Secretary of Revenue. CO~WUTATION OF TAX $-------<.. cI>,r=======:=$--~--- $=====:~ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 'months after death I'FO.R USE OF REGISTER ONLY Tax on $________5%$__,;:-__ T~x on $,__10%~__...;;,-_ Tax on!l;~$., Tax on $2,637.85 :~<$===3=9=5=:,628=== E~emptions :=(:::) Total Estate __ BALANCE OF INHERITANCE TAX DUE $--------------- Add interest at rate of 6%from ______tO$_"_ AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $_ BALANCE DUE *_ Add interest at rate of 6%fromto $_ TOTAL TAX BALANCE $_ PAID $ FOR.USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the rtegister of Wills,for proper reason,same should be noted below,with short explanation. ~=========~----------------------_._----~~._... :~~inistratiOn (No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF PAUL F.~vASSUM............•.••...........•••...•...•............. Deceased Late of ......CANONSBURG................................•............................. ••I County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ".~J FoniRCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 •COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.~?~.~!~.7..!..._..~.???.! COUNTY ~~.~.~.~.I.!g.~g~. FILE NO ??:.??:~.~~.?. Whereas,~.?:~.f..~~~.~.s..~late of ?~?.~~.~~.~.. in the County of w.~.§h.mgt.Q.n.Commonwealth of Pennsylvania,having died on the l5.t.h day of .9..<::.~~.1:>.~:r::19 ~~..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,,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 th I tI f t t f l"f f th C lth h b I th I h t is d t feexpraon0anyesa e or 1 e or or years,e ommonwea ere y express y reserves erg t 0 appra e an assess rans er Iinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit Apprallillment I Description of Allet Values Made for Inheritance Tax Purpo.e. $ REALTY: All the right,title and interest of Paul F.Wassum situate in and to All that certain lot of ground on the east no side of Ridge Ave.,in the First Ward of the Borough of Canonsburg, WashinQton County,Pa.,and being Lot No.17 in a plan of lots laid out for W.R.McCONNELL and of record in the Recorders Office of Washington Couty,Pa.,in Plan Book 136,page 318 3,450 00 PERSONAl.TY: Checking acct.at Pittsburgh fiation Bank,Canonsburg 548.85 Eigh~$100.00 Bonds of Greater Canonsburg Industrial Development Corporation and accumulated dividends 878.00 Total 1,426.85 1,426 85 Total 4,876 85 form~;V~~h bl:':::rh;.w~~L~o~::~a~o~~~~~~~iSrti:.:~:~? 7 -....~.-J......AppraIser ~.. ber and Street) ..........,Penna. (Poot Ollie.) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .........C..ANQ.N9~Y..~g···································D;~;~;;i Late of OANONSBURG............................................................................................................................... Date of Dealh,.Q.~~~1'.~.~J2.,J.9.~.?. Appraisemel!t Docket Vol.,.3.7 . Page,.+..5..7:~.9 No..§,J..::.9.f3.:::.~.?~. Filed in Register's Office,.J..@.~y +.7.L.19..9..9.. Anwunl of tax t!tte,$:.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,. Entered and charged,.. ~ .' Fonn~.RCC-W(J2-66)1HIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER 110,000,UNDER SECTION 701 OF ACT OF JUNE 18.1981,J EFF.""VE lANUARY 1,1982,(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)1_.~/r7 ;---"'';'.oJ .•'' .. .'.'.~•c.d ~-~t5 -J "1.:2.../, lJ ~ •OFFICE OF THE REGISTER OF WILLS T{)3?-/37-J County of ..~.~~~~.~~~~I,1 . I,~i;.~~.~.~~.'YJ:~~~.qql..~.~.i;+J.~.~.lh.Y?~~.~~\D....of ~~4:..~~p.g~.lW'#.•.&•~qnp.n~l:>~X'g.,..~P,.,15317 (Name)(Addresa) being du1y §~Q~_~.according to law,deposes and says thad:b~---------~~~-~~-!:~~-~--------------------------(Exec.,Adm.,Legatee,Etc.) of the est,te of ~~~~~~~~~~~.whose last residence was ~}~...gi_gg_~__~y~_!_ (No.1 (Street) ______~~~~.!?:e~9 ..dece~sed,and that the whole of the estate of s:la·r"..I'.7:7:;-_nt,wh di~~_Qg_~.!t__J:.'.25~~~t... (Ci:y,Borough or Township) 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,ADDRES~ES AND RELATIONSHIP OF OTHER OWNERS. Real EsU=.te All the right,title and interest of paul F.Wassum Estimated ~.;,lone-third interest)in and to All that certain lot of Value grouriCi/on the east side of Ridge Avenue in the First Ward of The Borouqh of Canonsburg.Washington County.PennsYlvania.and bein~ Lot No.17 in a plan of lots laid out forW.R.McConnell and of record in the Recorder's Office of Washington County.Pennsvlvan a in Plan Book 135,page 318 and bounded and described as follows: FRONTING fifty feet on Ridge Avenue and extendinQ'back of eve width l34~feet to an al:1ey and bounded on the south by Lot No. 16 and on·the north by Lot No.'18.Having erected thereon a dwelling k/a 434 Ridge Avenue,Canonsburg,Pennsylvania. BEING the same property conveved to Ethel P.Wassum.Lillian A.Wassum and Paul F.Wassum,by John w.Wassum,et ux.,et ale , dated June 13"1953,of record in D.B.Vol.868,page 355,Wash- ington County Records.~ Taxable 1/3 interest $"I ".....~.~ ",'.~":;~~S'o.".0.~"tiJ$:Ii!b..,~·'\~;'.~.fr--~""r""':::-~'~~~.~..:;;:-.~..~-~~;~r f~'~{~f~~; -.\.-:.··~:~~-r]lfi~:.. J -,;L ..,·.,.-~~.I .\·. Personal Property Checkinq account at Pittsburqh National Bank.Canonsburq Office.. Bal.as of 10-15-68.$548.85.$548.85 Eiaht (8)SlOO.OO ~t"\nnC!of Greater ,C!h,tra ~..L'ial ~~~. -Development Corporation and accumulated dividends .878.00 . _..._...---"!/~t~S5, · .~. -.---...._-'..-..-,.,.. '. 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 signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account nu:nber and the exact name or names in which the account is registered. ,"... Jointly Held Propert}' -...tstiU\ated. Value 4 --------------~·,~-----------------'''--''--,---.'--------+------~l __ NONE • \"'.#,r-,. .~.. Transfers within TWO YEARS Prior,to ·Death " NOm: .. " \. \.\.:.;, \.- "J ,. ,.'.J 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 IN WHICH DECEDENT RENTED A SAFE D'EPOSIT BOX THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN NAME OR NAMES OF HOLDERS TO DECEDENT National Bank Pa. '.! Paul F.Wassum Lillian A sisters Wassum and Ethel P.Wassu BENEFICIARIES BENEFI~IARIES 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 orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE f forth this:fact.)DECEDENT .Z ;"- Lillian'A•.Wassum ,.- 434 Ridge Avenue Canonsburg,Pa.,15317 sister yes -----one-half ~hare - Ethel P.Wassum 434 Ridge Avenue Canonsburg,Pa.,15317 sister II -----one-half'share _.......... po.t,a I• RESIDENT DECEDENT 'DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions $Funer~!expenses paid Balance JGriffithFuneralHome DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN,------=-=~=--='-=-'-..::.=~--------;-----~-------------,------.--to~EGISTERONLY 788.:>0 $ !.lillian A.Wassum and 6thel P.Wassum.sisters 1.000.00 14.50 150.00 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below pak Spring Cemetery [5.Whites Sons ·Dr.John H.Hall,Jr. Washington Hospital DeAngelo Mortuary Theodore Lazorchak opening and closing grave marker medical balance of bill ambulance probate witness fee 83.00 110.00 45.00 '23.50 20.pO 5.~0 Total $2,239'~PO 61'_ Note:The estate agrees to advise the Register of Wills if the amount actually paid in s or less than the estimated amount claimed and allowed.. Subscribed and sworn to before me this:').),th . ...'.'~_'."'"day 0Ji .y"!\\li!l'Y ,1!P.~.·_·····~~)ODRA'.~············· •.Canonsburg,Washington Co.,Pa. My CommisslOII txp"e~",ay N,1972 ...4~.4 ..~.~9,g~.~y.~~~~. (Street.Number) ...q~~~.~;>.\p:::g.,~~~.,..).~~.l:7 . (City or Town and State) Having been duly sworn according to law,I do ~ereby certify that the above appraisement is made in conformity with law on this ..................................day of ,19 . ApprRiser In the event that any future interest in this estate is transferred in possession 01'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'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT O'FF~T~~~~~~~~~I,the undersigned duly elected Register of Wills in and·fa:County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amoun laimed b eponent,except as to those items where a greater or lesser amount ia "t fa th'n th.':'t <Olum~h',ight In aaid ach""ul.abo"'.whl,h ."at<"",,,'''am~....nts tho ,um allow""aa a d.d"\'on. Dated:...:,::l.'Il-:.I#.~r...................f.~~..9h~... ."•.},Register of Wills ',t'o.'·~l' r-_.Form No.RCC-62 (12-66) 1 l'~:i:..;,..' : ,:Will ::';. :l\d~ip.~stra~ioll INo.year ...... .. IN THE MATTER 'OF THE.APPRAISEMENT , "...,..'OF THE .' ". .'1 i j :ESTATE OF ~I~I ,•_4 ~ L~te~f-"'CAAQP sburg...:'......,.. ......~!\tg•..~~.~~~.~~. Deceased .Count~~f ;~~~J:iJ;~9tori:-.,.... ..-.'~_!.. J oJ.~_ ,~ ,I . ~ l ,-' • I }I ..-. ~,) .. It 'i 'l:;1 REPORT°'AND APPRAISALv~'J ~'....,/ Commonwealth Q{e'ennsylvania .. :1 ff'~:~...:....;..-~ 'I,... .\ ,.-'. < .'/. " ~.; :;:,. VI I~ -. '.c', ") GEORGE"J.MODRAK ATTORNEY AT LAW 22 NORTH CENTRAL :AVi:;NUE CANONSBURG.PA. FOr.~[~o.11~·~WILL·For S.tl·,b,'P.O.X"ly Co,.L:tw I:l:tn!:PU!lli,h.,r; -HS LirJ.r.::::it••l'g-~L 1:1,}\t, 01 ~PAUL F.WASSill1,' Canonsburg.,County 01 T,o]ashington and State of Pennsylvania being of sound mind m;d memory,do hereby make, pUblish and declare this to'be my Last Will and Testament,in manner and form foTlowing,hereby revoking any tom or w-ills heretofore made by me. First.1 direct that an my just debts and funeral expc'nses be fully paid and satisfied,as soon as convenientZy rnay be)after my decease. Second.I.give,bequeath and ,devise all of my estate,real,per- ..sonal and mixed to my'sisters,Lillian A.Wassum and Ethel P.Wassum, 'or their survivor.In the event of their de'ath before mine,'then to my brother John Wassum and my sister,Mildred E.M.Phipps;share and, :share alike.The share .of any deceased.devisee shall go tb the issue of such deceased devisee. ,I " .. /// // /'/// // .'-!:/' //. /.' // /' /r""'/ .... 1 do hereby make,constit'ute'and appolnt Lillian A.Hassum and Ethel ·P. Wass~m)ot survivor, .to be my execut ors 01 this my Last Will and Testament.In the even t of the death of both of said executors)then in such event my brother John \vassum and my sister Hildred E.H.Phipps ,or the surviv.or)shall be .the exe~utors)and George J.Nodrak as attorney for my estate...... ]l1·Wi~llc.5$Wocrcof,1 Paul F.Hassum the Testat or ?-?-",.:/C".::,";.........,,.__ in the year 01 our Lord one thoz~a?lcl nine hunched and above nan~ed,have hereunto subscribed my name and affixed my seal,the ./7" da f I !-/"/'''1-'f.,AY0V/'"V~., (/'seven (1957).' fifty- ~."~(]/1..~~7L~~~c:~(Y..;rO~::~!.~~~t."!I..ePaul'F.Hassum Signed,sealed,published and declared by the above named. Paul F.Wassum )as and 10":his •<t ."'••~'~;~.,". in the pTesence 01 t~,who have hereunto subscr'ibed our nan~es at.......'.''....his request t;l8witnesses therezmto,in the 'Presence 01 said testator }and 0/each other. .-,-'7"?7/1./1'-r '-'"/l'~'~iJ.-.<.A..<-'v'.,.;.1--l'-:-'(.~"L..--4C~-,-_."''''':'}'.-.."-"-"':~'~:;::"j,1:~-.·i·'······~:_ _ . __.__~t(2:?fL~Y...--!.:(~~k.0:.~i ~_._.._.. r \'.. ················r.:d······""0)·cu··m ~··....·,...·0,Q)'r{'~···.....:.·r ·~:J ~~·til I ~·~~ttl Il.··~<'>~.••.1:L-"::"';'~~·eu ~Q):>·OJ·l-l m'>M·~,~~ui.·,,'0 ~<C >.'i:,..;"~~o t,).. ~0"'J:~1?'.::8 .wM ~.I;) ,~ ~m ttl ~~ ~~~""·0 •l-l Q)ai-~·.....~0 ~>..w ~l ,. .. 0 ~ ::.: ~Q)~!J~': ....Q)~(1)...:3.... S ·.~b!)HUbO ~?·~·"'·l-l 0 }..I·~ ~~~O.w..e :J l: jl.(cu ,~0.)..w .\J ,.0 " ·~"d Co'~H to') "d cu o ~~ "d Z 0 ~ ~~ ti 0 ~c:i "d (.)N ttl () cu >. cu .~NU d ~cu z ~"d t;, .,~~0 ~~II ll..ti Q..,~ .~. .- ~'.-~~._--~._.._.~~..__.....~.~:_~~~_'.~'__~~~::.~~~~~~_~..~:~~~~_-=~_-:~_~--=-==-'==:.~.~=~~._'"__2~.~~,~_:.~,\~-.-"....~..~",."_.',-':-~-I"-·-."-'':~·.;-',',....".'''"".-.,,'--.-. / RCC·4 (8·68)COMMONWEALTH OF PENNSYLVAN1Ai.;'.·;':)l:1 •.DEPARTMENT OF REVENUE :'...........;<.,;tt,~..No~A 033049 OFFICIAL RECEIPT •PENNSYLVANIA INHERITANCE A~P.;liS,J~;t;i';t,f.X·i~.'~\.,., $,---------,---1111 $ $ $236.84 $ $ $ 11.84 $ %Tax on $_ Estate Tax,Act of May 7,1927 TOTAL TAX CREDIT Less five percentum of tax if paid within .three months after date of death Plus interest at the rate of __%from _ "to _ \ WASHINGTON Name of Decedent ---1 January 13,1969DateofPayment ---j PAUL F.WASSUM CANONSBURG,,ENNSnVANIA 63.68.1426FileNo.Date of Deathl ~_---j Remarks: From:LILLIAN A.WASSUM fI ETHEL e/o £TT'Y.GEORGE MODRAKAddress-~HN_..~m:Nt!W~~~SNUlij-----____j TWO HUNDRED TWENTY.FIVE and no/100 --•-•-..__•RECEIVED .__.__.--=---,---:--__:----:-dollars representing Penn~ylvania Inheritanc:e or . - P.WASSUM,Excrastate Tax due from the following estate: County ---------------------1 SEA L TOTAL AMOUNT PAID 225.00 $,===========l'l NOTE:This Tripi cate Receipt to be retained for au.dit purpa~es.....,(/),"/'h ~/' ;',Received by ---.:'_11_-d.-_-_~__.~_.~__'-=-_v_/_'_~-:".~,,_-_'/_t:V__'_~~_O_'"\__flJl NOTE:In ac:epting the transfer inheritance tax on future.estates,pri~r to the death of the life j2 (Sjgncitur~)...).• tenant or tenant f,,,years,as evidenced by this receipt.it is.understoodthat the Commonwealth sholl 6':?~V~;://t/"-c'C~ not be precluded or prevented from hereafter assessing additional inheritance lox at the death of the L " life tenant or tenant for years whenever it appears that such'additional tax may be legally due and-.:...--...z..-----:(.,::;Ti:.."tl--:e),...-----------Il1, collectible for any ,eoson whatsoever. _--,,~~-_~~~_',.~_.L.....:.......•.:..-..-__~._......:........:"'--~_.•..:............_~..._._~_.~._,~.-'...:...0 -"-~~_.._._