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Home My WebLink AboutOC1968-1456 - ESTATE OF HARKEYRCC-BI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ELLA W.HARKEY (Executor~' IN YOUR REPLY PLEA.E REP'IER TO 637-1 0-3 J In Re:Esta te of ...!.!W~.--,FRAN~=KL=·=IN~HAR=:.::KE=Y=--:a:J.l....=;k:Ll=a _ _____-'W.!!f'AS~H'_:!:.I!!:NG~T~O~N~County -File No.63-68-1456 Dear Mrs.Harkey: You are hereby notified that the original appraisement in the estate of W.Franklin Harkey a/k/a has been filed in the office of the Register of Wills qf Washington County on March 25 ,19~.Said appraisement reflects the following valuations: Real Estate _--'-_ Personal Property ~1~.~7~4~1~.~4~3 _ Transfers ---,.._ Tota1 ,....---1......,7lJ4..1L".....4....3'---- As to such ~ax that is paid within three months.from date of death,a five (5%)percent discount is allowable.As to any tax t.hat remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __~Mar-...e!!!r!!h~2~5~.~1!!:-<9~6~9 _.Signes&£c:::c::-52 ~ Title W.R.CHANEY,CHIEF~ISER DATE OF DEATII:November 8,1968 Note:This is not a bill. OFFICE OF.THE REGISTER OF WILLS ~---_~-_....~-.~.~ FOlln 1\0.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 18,1981. EFFECTIVE JANUARY 1.~9~2..(F!LE I~.~UPUCATE WITH COPY OF .WILL ATTACHED)~__...._..""'/ ~'_~'C\.......'...'.~:.., County of ....Waihingtpn:.::..."...' .Ella W.Harkey 696 Shirls Ave.,Washington,Pa.,.............., ,,'.., , ,of ~;. (Name)(Address) being duly .__§~2!'_~.according to law,Aeppses and says that he is the ~_~~_<?_~~_~!:"_W.Franklin Harkey,aIkl a .(Exec..Adm.•Legatee,Etc.). of the estat~of ~_~__E_~~~~_~!._..whose last residence was ·---(?N--2)§---?~!~-~~---~Y(-S-~-~)-~---------------------o.treet __W~§.h~Il,gt9A_I J.:>_~_!_,--.deceased,and that the whole of the estate of said dece (CitY.Borough or Township) consisted of: REAL PROPERTY o died ~_~_~~!?_~_~_}_9.!1968, (Date) REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRA <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 - ,. 0 "-\ ,~'.... Personal Property Checking Account -Mellon National Bank and Trust Company, Washir..gton,Pa.,Office -1,349·4.. Household goods and furnishings -696 Shirls Avenue,Washington PennsYlvania NOTE:Ella w.Harkev I widow I indi viduallv ", o\ined many items of household goods and furnishings which are ,.......... , not included 1.Downstairs Office or Study Office Desk ..25.00 Seven chairs 11.1.00 2 end tables ..4·0011Arnallstoolsh..OO 2 magazine racks ...2.00 1 t,.",1 AU;.:d nn {10 VAAT'~nl n ,C:,OO 1 radio?(10 years old)2.00 ).la"'f-i1fHI.-c:00 --1 day bed .4.00 ,...."t"P (Q v ,?\~fI() '-".50.00'~Books ..~ 1 l",~ll ~l n~k -q.()()&l2~.OO ,... TIl'J - 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 de~h and tpe type of account,account number and the exact name or nani"es in which the account is registered... .-,-EstimatedJointlyHeldProperty- -~.---...Valu!!..-...~... ~All iointlv owned oro-oertv.real and personal.was held by W..-. Frankibin R ,v a/k/a Wo •'F.lIarkev and Ella W.Harkev.his wife. as~tenaD.ts by the Anf.i 'l"AtiAl=l... . t •,0 0 '.~0 :. Transfers within TWO YEARS Prior to Death-no transfers - -\. , . 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 deput~,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 Mellon National Bank and Trust CO ••W.F.HarkAv And Washine:ton.Pal •Office Ella W.Harkey wife , BENEFICIARIES " BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF.LIFE INTEREST OF'(If step-children or TENANTS OR -. DECEDENT --(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent or otherwise,i!1 estate.)are involved,set OR,NO AT DEATH OF IN ESTATE '"l ..I ,-forth this fact.)DECEDENT , ~-'.... Ella W.Harkev ..-.... .696 Shirls Avenue ...'...- Washington,Pal 15301 wife yes lmtire estate ,•J ."\1 r" .. ..,...... ·.', ", ·I . ... ,< ~·,, -.--- " : l' ----. 2.Upstairs Hall 1 mirror 1.00 checs't of drawers 2.,0 1 chair 1.,0 1 runner ,.00 10.00 3.Living Room Upstairs 1 piano and stool 50.00 1 sofa and 2 chairs and ottoman (45 years of age)35.00 3 chairs 15.00 2 end tables and coffee table 15.00 6 electric lamps 20,00 1 rug 12 x 15 10.00 145.00 4·Downstairs Hall 1 lamp 1.00 1 mirror .50 1.5 ~W5.Basement La~ndry 1 gas kitchen stove (Old),.00 1 Kelvinator Refrigerator (old)5.00 2 tables -.50~each 1.00 11.00 6.Kitchen 1 Gen.Refrigerator ,0.00 1 radio 1.00 2 chairs 2.00 1 stepstoo1 1.00 54.00 7.Bedroom 2 single beds 20.00 2 chairs 2.00 1 night table 2.50 1 9 x 12 rug 3.00 chest of drawers 10.00 dresser 10.00 47.50 Total Household goods and furnishings 392.00 1,741.43 ,- $Funeral expenses paid '",,'~,u,•,".R_J _~,~.E~S~[Q~E.:....'N~T~D..::E..:.:C::E..::D~E::.-N:..:T::::':;:"':':':""::':":::....:::!:=::""::':::..L.:..:..D:..:.E.::.:B=-=T.!-S=A::.·N...:...D::..:..:..:D:..:.E::..:D.:..:U.:..:C=-T.:..:I.:..:(j~:N::::..::S~'C~L:.:.A::..::I....:M:::E::.:.D:...::.=.==..:....---,-__--=-.i_NOTE:List first five items in the spaces so provided,observe notations ther,eon,and instructions..111 DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN~---~~::-::~::::":::':~::'-----""'---'--"-------=~'=:::::"-='-=--':==.-,---:-.-:z----,-.:..:=::..::....::....:...:...=r-----toREGISTER ONLY $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * ",. I OTHER'DEBTS AND CLAIMS , ! (*)See Note below \I ~Total .:', .'(Executor-A~~ ...W/il.~:p,~ng.t9.!;l..,I:>~,153Ql . (City or Town and State) ...~9.~..~h~p~f:l ..~y~~:q.~. (Street Number) Note:The estate agrees to advise the Register of W ills if the amount actually paid in settlement of any fee"commission oi'debt is greater 01'less than the estimated amount claimed and allowed. Subscribed a~d sworn to before me this .l7.th . ...'r;",day of ~1.~r.Qh ,19 Q9;~Ng~~n'~~:'" My Comm?ss'on exp'res Apr"12;1971 Having been duly sworn ~c59rding to law,I do ~re9 certify that the above appraisement is m~in conformity with law on this . ................cx?J~dayOf ~U-.<'~-;;i'~~19 ..~.~.~~~~~(C/'(~:Z:'~"~-\. Appraiser In the event that any future interest in this estate is transferred in possession 01'enjoyment to col ateral 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 OF THE REGISTER OF 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,except as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or lesser amount represents the slim allowed as a deduction.-,- Dated:'' . Register of Wills ,, '! " : "':, " l\t.\" ...-4iI--..... •t FOlln No,RCC-62 (12-66) Will Administration INo Year ..' . IN THE I, I ... ...~ , ; \ " "\.•'r ~ MATTER OF THE APPRAISEMENT OF THE ESTATE OF w.Franklin Harkey,a/k/a W.F.Harkey, Deceased Late of c.!t3:.Pf..\r{ashington . .----::.------._--',":'-,- ,Washington;.ar:-County of ....::$''''-;''.....~...!5"v',r"."':'~,('"...:'~.-~~._...-.FFI ~---.;...'t'...",;;...-.....en .'~.--..,"--iJ$~"Commonwealtlciif~~ijsylvail r-,.~;- :;:;if)(f}::0,,"P;.p".".,.,.m 'f.~~,--~~,r"'''-rTf ~'.-=I ~r-"""..-I REPol@ aN:D APPRAI~~*0';11'-,-'7'l~-0 .....,~, .(fl),~.".......L~~,..,fIt""--..,.,;:.~.'.:::.-~.-.:---,-=.:;0 '-~~~.~,~r-Q....c;n"e...." ~. .:"~..- " ':OMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT HARKEY~W•..FRANKLIN a/k/a "HARKEY,W.F. FILE #63-68-1456 November 8,1968 .SUMMARY I~the undersigned #63 Washington the real and personal opposite each item in FILE #63-68-1456 Dated: ftEPonT 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". 03-25-69 1l-08-68 RET'OR'l'OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for _ County,Pennsylvania,(1(1 ST)I·(:tf!l:Ll~'report that I have allowed deductions in the amounts claimed by deponent,ex<;"I't ItS to those items where a greater OT lesser amount is set forth in the last column to tbe right in Schedule "F",which greater or lesser amount represents the swn allowed as a deduction. Dated: REGISTFR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $'-$$1,741.43 1,741.43 ------ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) cT oint-Held Property (Schedule E) rOTAL GROSS AS~ETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities . . . . . . . . ESTATE T~X ASSESSnffiNTS 1,741.43 =====.- $----- ~------ 1,741.43 =====.-======:= COMPUTATION OF T~XFORUSEOFREGISTERONLY Tax 'on *________fi% T ax on $-~.6-t~O~1.oTaxon~~~Tax on $,1~% E xemptions,?,======:=(:::) Total Estate __ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ~ !!:---~--$------- $------ $-----*=====~=$------- $=======1= (:::)As evidenced by Charitable Exemption Certificates issued b'y the Secretary of Revenue. 3ALANCE OF INHERITANCE TAX DUE St_·------- 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 Register of Wills,for proper reason,same should be noted below,with short explanation. :~~inistratiOn t No.Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ...:w..-..j:':~Iq.~~Iq!.Y...~/¥.la . Deceased Late of WASHINGTON..... County of W.l\Sl:lJ.NG'r'ON .. Commonwealth of Pennsylvania REPORT AND APPRAISAL ..,. ,. 1J Ii· II DATE ~.~h:?.5.~J.9.§.9.. COUNTY w.~~.l.4.~.~~~. FILE NO..~?::.§.?:.Yt.?.§_. COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT I 'r., ./,DEPARTMENT OF REVENUE "BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 12 7 ~, •• Whereas,W .¥..r.~.~.~M~r~~y ~/~/~late of ~~.~.~~.~~~.~. in the County of W.~.~.h.m.gt..9.P.:Commonwealth of Pennsylvania,having died on the ~~h day of N.QY;~l:>.E:lr 19 ~~.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W~.R.~.Qb.~~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. Unit Appraisement Description of Asset Values Made for Inherllance Tax Purposes $ PERSONALTY : Checkine:Account -Mellon National Bank and Trus t Company, I Washin2ton.Pa ••Office 1,349.43 1,3':'9 43 Household p;oods and furnishinp;s ~O?nn 1,741.43 1,741 43 I .,. •. TotAl 1,71..1 1..1 I II'I ---.-----~_.------_._~----------------------------------- .....................WASHING.'l'.ON..Cou·tlty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ....................w..~.~.~~.~~.~~/~/~,. Deceased. Late of ...............................WA$..tI!NG.';f.9..N...... Date of Death,N9.y.~~.l:l;r.?.+..9.§.~. Appraisement Docket Vol.,3..7 ,. Page,.l.9.~3.No ~?::.~?::M:.~.§.. Filed in Register's Office,~.:r..~h ?.5..,..19.9.9 .. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Exa1t/,ined and Approved,.. Wrote abo.llt Appra.isement, Appeal j1'om Appraisement,. Entered and charged,,. .'I '. "/• AND AGENT OF THE COMMONWEAL7H .....~~#'£3-C,f-/f{5-c ~~Q ?:t THE SUM OF $~..,::t{f...6h DmA?2:4;£~ Reglater of Wills,Ag..~t Form RC C·1(' OFFlC~L'"nll, REGISTER OF WILLS OF COUNTY (p-r-:;d'(;':J~tff-I'I5tf~t/(J (1b)-.37-l?'tJ -:3 STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN J W.Frankl~n Harkey,a'k/a ESTATE OF W.F.Harkey LATE oFWashington,Washington COlmty,pe. DATE OF FILING APPRAISEMENT March 25,1969 DATE 11-7 ...68 11-12~68 11-12~68 NO.OF" VOlJCHIi" NAM&:OF PAyEE Russell Marino.Register Wash.Co.Renorts Observer Publishing Co. DATS OF tlEATH October 10,J 968 REMARKS Letters Test.-l She Certif. Estate Notice It It AMOUNT III 00 III 00 11.l 00 Rus s ell Marifl9~.-..:..±R~e'!.i.llZ:..:i~s~t~e~r=--_-+=F:...:i~l~i~n~llZ;;,........;I~n~v::....:.~&~A::JlD~nr!:..la=.:i:.!s:..:e~m~e~n~t~+-__C;..L-t=0~O~_ Stewart F.Barnhill Funeral bill 1 ':l./.q 100 Dr•.M.W.Graham MOT'el::md Burial Vault Co. Medical services Memorial Ma",keT' C;loo J,7810h Ella W.~ia ":K8V.wi dow Fam;lv 11';;on 1000 100 G.Ashton Brownlee Attornev's Fee Total hC;O 00 INHERITAPtCE TAX PURPOSES. ---+--~c-----..----.------------+-----------------t-----+-- I I---1----;....._-_._._-----------_._-+-----------------+----+-- ----1f---l----t----------------+---------------+----t---- COMMONWEALTH OF PENNSYLVANIA COUNTY OF Washington I.Ell a W.Harkey HEREBY CERTIFY.THAT.TO THE BE.T OF MY I(NOWL~DGE AND BELl :iF,THI!:FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSD 01" ADMINISTRATION SUBMITTED TO THE ESTATE OF W.Frankl;n Harksy DECEASED.AS DEDUCTIONi>FOR~/?t~A,~<L.S.) SWORN AND SUBSCRIBED BEFORE ME THIS 5th DAY 01'Ella W.Harkey,,Executrix of th ~a.y.~III 6.9..-Last Will and Testament of""',~==~.'4~a;L...-l.:::C".....e.~...L..,!,~~:!L...d!....:....l:6;...t~;,.-.------W.Franklin Harkey,a/k/aotaryPublic Washingto ,Washington County,Penna.W.F.Harkey,deceased My Commission expires April 12,1971 L-_ .-t ~ri1 ~"f:JD ,NDJ.'NIH'S;1,M S71]dM::1:O '~jiSI~3}J D,N,U:lV.~I '7"73 SSn tJ 52 J kid Z HJlfIiS. ,la''~ll '...,l":1,.".I.~,I ,i i •.,"~I ,'-..,"..,'~<:iI 1:;1,:_' ,'tr,i,)"I, ". .' ; Affibnuit (@f itxrrutnr (@r A~mini!itrntnr j;tate nf 'ennsylnania,~55: atnunty nf lIas!Jingtnn \. P all b f h d . d h'N'otarov Public . d f 'dersony e ore me,t .e un erslgne aut onty,a ::..I!In an or Sal County,and State,appeared E.lla.Ji l:1arkey who,being duly sworn according to law,deposes and says that she is the executor or administrator of the estate of W.Fr~J.!.P.:B;§.~~.~Y.:.,~:I.~.I.§.W.!E..!:g.~r..~~.Y..,deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of....W.......F.r.anklinwH~ke~.~.~.J~/k/a deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures oppMitet'ehcI-P-tM'*ey, 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 item maqe by the above named Executor AdJMinistl'lltOP. da~:.;:::~:~~:~.~.~:;~.:.;this l.7..th...)~~..~ NotarYPUbi"~~ii~~m:tii:tN~TRUCTIONS Executor-1ldmi=Irator- My Com.exp1res Apr.12,1971 . 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy 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 lIuueutnru nub .!\.ppraisemeut of the goods and chattels,rights and credits which-W.FrankTIn Harkey,a/k/a were of ,..W.A F..Il Har.ka.y..,Jate of Q.;..~.y.g.f.~f.~.~.:g..~D-gt.Q.P..i . Washington County,Pa.,taken and made in conformity with the above affidavit. Checking Acco~t -Mellon National Bank and Trust Company,Washington,Pa.,Office Hous.ehold goods and.furnishings -696 Shirls Avenue Washington,Pennsylvania ' NO~E:Ella W.Harkey,widow,individually owned many 1tems of household goods and furnishings which are not included in this Inventory and Appraisement. DOLLARS 1,349 CENTS 43 <1 t, / -. >' ,7 Inventory and Appraisement IN THE ESTATE OF ,< W.Franklin Harkey,a/k/aW.F.Harkev <_.•.............................................'1.•.•.••..•............................................... Filed ,19 9..9. " it i ':..:' .' ,-4'''',:'t-:.-~. :-.0 ... ./ ! ,f: ......." ;.~. \'~." L ~9 I' ~. ... ,, ...;.~ ';", ... "-'''''"'.r.,r .3.Living Room Upstairs ,. 1 Piano and stool 1 sofa and 2 chairs and ottoman (45 years of age) 3 chairs 2 end tables and coffee table 6 electric lamps ~rug 12 x 15 4.Downstairs Hall 1 lamp 1.mirror 5.Basement Laundry i gas kitchen stove (old) ~Kelvinator Refrigerator (old) 2 tables -.50~each 6.:{itchen 1 Gen.Refrigerator1Radio 2 chairs l stepstool 7.Bedroom 50.00 35.00 15.00 15.00 20.00 10.00 1.00 .50 5~OO 5.00 1.00 50.00 1.~0 2.00 1.00 145.00 1.50 11.00 54.00 2 single beds 2 chairs 1 night table 1 9 x 12 rug chest of drawers dresser 20.00 2.00 2.50 3.00 .10.00 10.00 47.50 Total Household goods and furnishings • .. - 2 - • ••• • • 392.00 1,741.43 deceased. r The Tuttle Law Print,Publish.m"Rutland,Vt>., ---- r- f11o'lIP ::.t;'; .:::0--oJ ""t:J::::: ~ l-v.t;: ;)()t9 a/k/a W.F.Harkey, G.j -~f-·/1·~'- G.ASHTON BROWNLEE ATTORNEY AT LAW WASHINGTON TRUST BUILDING WASHINGTON,PENNA.~ 0'f~' -L-cn-(/)cnZ"-f~C"j m r- --..,.:0 ~....o .o-<=""l'JA:;o :t-...o::E"~:.;::;- ",,....:;Ie»'(1)0---,. w.Franklin Harkey, Invento~~and ApF!aia~ent p.,..,,~c..o ~ •Co _'" Estate of ':1 " '1 -------~--------------------_.- i \',"