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Home My WebLink AboutOC1968-1466 - ESTATE OF EVANSRCC-39 (!lo68).: COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of EVANS, (Last Name) GEORGE (First Name) c. (Initial) DATE OF DEATH_..:::.10:::"'-...L.5:..--.::.;68=--_FILE NO.63-68-1466 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 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". 09-22-69 10-05-68 Dated:___--':...L-~:.._.:::..L__ 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 f,orth in the last column to the right in Schedule "F",which greater 01)I,ese,r amount represents the sum allowed as a deduction.~,VI I 'PUt' Dated,09-22-69 ':~l ~ RE }J/EJR OF WILLS,(.,'1 VALUE AS REAPPRAISED $-------+--b.~lU 8Sk 65 7,354 65 1,287 [3-0 6,067 ~5 VALUE AS APPRAISED $ 65 6,067 35 1 287 30 CLEAR VALUE OF ESTATE INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) Valuation of life estates or FOR'USE OF REGISTER ONLY Tax on $--1__2% Tax on $--1__6% Tax on $----------1--5% Taxon $~Tax on $b.Obi 35 15% Exemptions========i== Total Estate --!-__ TOTAL TAX COMPUTATION OF TAX $------.........-- $------~f__- $------.........-- $-------.,I'TT"7.......-+-rr..--$'7.:..:::::....lL1U.....+.l=--U_ $-----_--1._- (*)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 :::::::::::::t=== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $---J AMOUNT OF ESTATE TAX ASSESSED $------1L- Estate tax paid $---.Jl- BALANCE DUE $------JL- A_d_d_in_te_r_e_st_at--{;:_te_of_60fc_o_f_ro_m_$---------<t=' TOTAL TAX BALANCE $ -~, PAID $-J 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. Will lAdministration~No Year .. IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ....GEORGE C EVAl\\:>... Deceased Late of Iv10RRIS TWP •........................... County of W-A-SHINGTON............................................. Commonwealth of Pennsylvania REPORT AND APPRAISAL .., > RCC-81 (2-64) ·, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT EDWIN L.EVANS (Executor ~~. IN YOUR REPLY PLEA8E RIEP'KR TO 37-161-6 / In Re:Estate of ~G=Effi.=.::.;G:::E=_i'....:C:..:.:.......=E~'N.::..:.AN:..:=.S _ ______W.:.:.;A;;::S:..:.H:.;:IN=GT:..:O::.N:...----County -File No.63-6S-l466 Dear Mr.Evans: You are hereby notified that the original appraisement in the estate of George C.Evans has been filed in the office of the Register of Wills qf Washington County on September 22 19.i..9.Said appraisement reflects the following valuations: Re alEst ate _--'-6....:,:....:5:,...,00.,.--•....,0..,..,0__ Personal property ~S~5~4~.~6~5 __ Transfers =--=-=..,..-..,...,..,.__ Total ...,.-.....:-~7..z..,3""'5::.::4!:.::.•..:::.6"'"5__ As to such tax that is paid within three months·from date of death,a five (5%)percent discount is allowable.As to any ~ax that 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. Dat e __~S~ep~t~e~m~b~e~r-=::2.::::.2L.'-=1=...9~6~9:.....-__ Title W.R.CHANEY,APPRAISER DATE OF DEATH:October 5,1965 Note:This is not a bill. Fonn RCC-2 •DEPAItTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA_ RESIDENT INHERITANCE TAX "i.,..; APPRAISEMENT DATE ~.~P~~~:\:>.~!:??L ~.???.'.. COUNTY ~~.~.~.~.~.?.~, nLE NO ??:.~.?.:::~~.§.1 Whereas,g,~.~F~.~g.~~y.~.!.1.~late of M9..~:t.§1'.~..!. in the County of ~~~.~~.~.~g.~Commonwealth of Pennsylvania,having died on the 2 ~.~day of .9..~~g9.~~19..~.?..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore I vi .R.Chaney 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. 1 Unit AppraisementDescriptionofAnetMadeforInheritanceValuesTaxPurposes !I $ REALTY: ~Tract containing 110 Acres more or less,Morris Township,\'lashington County,Pennsylvania,'title reference Deed Book 292 page 427 and Deed Book 292 page 473.6,500 00 I PERSONALTY: Household goods and furnishings 700.80 Carnegie Gas Company Royalties 75.00 Miscellaneous Cash.78.85 854.65 I 854 65. !.....I, I . I ... I ... Total 7,354 65 , fonnft;V:fhbl:~:::hi~W<>rn~~~~~~:~~o~e~~:~ci'~~;r~:"-"is ..?e~tii:~~ ································Z····,·················~Z:··.........····...........................~·:'.......•.4J~:?~'~~:;'...................................Penna. ......................Wfi.$.tI~NQ'J:'Q.l\J....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of GEORGE C.EVANS Deceased. Late of MORRIS TTtJP. Date of Dealh,.Q.Gt.9.p...~.r.....5..J l9.9~L . Appraisemel!t Docket Vol.,..3.7.. Page,..)·§k~.9 N o..9J.::::~.$.:::.J.A.~f?. Filed in Register's Office,.$.~.pt..~.•.....:?Z..,19 6.9. Amount'of tax due,$. DEPARTMENT OF REVENUE .Received, Examined and·vtipr6Be~01·~·NTj.fs··'ihf········..··········· wrote ~bo.ut -Si¥llzMe~fl.n~::HS,.~·3-tt·························-".-~. ~.()N,.t~.y.¥:L.J.J.~..$l.$.'O'~.................................:..................r, ~.(i'Appeal f1'Om AppraIsement,,\:,:.. tlS .(W-d .~2 .A:l..~..§$.~.............................................................·i~··a·~..::,l's·';;1 Entered and charged,;..;-f ~.. -~~&," _.,_.-_._---- ;. t.3-'-C:::.%-/~~~~ i\ffi~uuit (@f Exrrutnr (@r i\~miui!itratnr ~tau of 'ennsgluania.(lUI: C!!ounlg of masIrtngtnl1 ( Personally before me,the undersigned authority,a N.9.j~.a.;r.y l.?u..'b..1.i..Q in and for said County and State,appeared EDWIN L Ev.ANS who,being duly sworn according to law,deposes and says that he is the executor ~of the estate of ......................G.;$..QB.G:~Q.~;$.YAN.$:deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of...._..GE.Q.R.GE C.A EV.AN.S , deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposit.e 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 ,.'item mad~11by the above ~amed Executor ~~ministrator.~cife Sworn~and subscribed before me this ~.tb_}'......~day o(...S.~'p',~:~m.Q.§.;r........__.196..9.......'A.-?'btA.A.'~.=..3~::.~Z--:~.~--=.___...(..~:::::;:. ......./.·.t:.·~A~~cm."•.•"''''::::rr....······......····.......·····..................Executor-~ '.:--.tiotaryf!:J~li6~Washington,Washfiigfoli OI.ADDITIONAL INSTRUCTIONS 1.AJlr.rR9mr~rffll!f~slj~n~iWlW'Jl:hin three months after appointment of personal representative. '1_,.,2.,A su'ppI~mental 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 Ori;ginal 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,including 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 lIuueutnry anh Appraisement of the goods and chattels,rights and credits which were of···GE.O.R.GE C EVAliJ:S .late of MQr..;r..t..~L..~.Q.wn.§h.;i,p _ Washington County,Pa.,taken and made in conformity with the above affidavit. PERSONAL PROPERTY: Household goods and furnishings,~ld at public auction,net proceeds Social Security benefit Carnegie Gas Company Royalties Miscellaneous cash REAL PROPERTY:' One sixth undivided interest in tract containing 110 acres more or less,Morris Township,Wash- ington County,Pennsylvania,title reference Deed Book 292 page 427 and Deed Book 292 page 473 (actual selling price $6500.00) DOLLARS 700 80 165 00 75 00 78 85 1083 33 ~2102 98 CENTS .Inventory and Appraisement~:~ / ,. ,l I , " ., tfbY ~3--~%-/ijC ~ IN THE ESTATE OF 1 ..,,'"',~~,..'<~.'~""~'"",-,:"' "'1"1 (~~,~,,:~'"~-'.\-\.\""1,-,.'~',.>.'EDWIN.fA.,J,l ,I ~;;~,"l t 'L.EVANS' . }'iled __,19.__.... =nrrl;ryI,')c::--u) U'>'J) --1''''1fTl","-::0;- 0_ ""'::-~=tJ;:::~.r-e;en J---..,(0t:;li t.W (/)1.'/~ U7 :::-~~'-..~ e e o Ul ~~.l ;-.r- ~~;i / V '.~ ~ Y:rVp~~~~~.~-~lV~ W.80~301 :/y'/ ~2 . WM.C.PORTER,ESQ. 307 Washington Trust Bldg. Washington,Pennsylvania 15301 OF.fICE.pF iHE REGISTER OF WILLS Form No,RCC·62 (2·641 THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 16.1961. ,E~FE~IVE JANUARY 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)~...§l-~t?_/~~ ~?-/~/-&- / County of WASHUH1TON : . ..........EP.WlN..~•..EVAWS..'of ..SQut:Q...~tr.a.bM~.~Qmab~. (Name)(Address) being duly _f?,:~mX'_L _.according to law,deposes and says that he is the Ji!~~.9.!J..t.Q.r..____.,(Exec.,Adm"Legatee,Etc.) of the estate of g.~.QBQE C.!_:ID!AN.§-..-..-__ _whose last residence was ···----·-·········-·········-·····(-s·····)···········.--.(No.!ueet _.._.J1Qr_:r-i.f?'r.QWP-&h_tR._.....__.deceased,and that the whole of the estate of said decedent,who died __.QQ.t..Q]J(.D.~J=').•-.5.J...1968, (City,Borough or Township)ate consisted of: REAL PROPERTY REAL PROPERTY IN ,PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRAN€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 ,.trac t containin 110 Acres Morris To~vnshi Washin ton Count title reference Deed Book 292 and Deed Book 292 (Actual TOTAL --------- Personal Property oods and furnishin s sold at ublic auction, net proceeds 75.00 165 00, alties Benefit cash ..-s Carne ie Gas ~I .t Drr6£-... -, .'- .........---..-- 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 number and the exact name or names in which the account is registered. Jointly Held Property Estimated ValJl.e ..;)0 ..,' None (Tax paid on joint account held with Edvlin L.Evans -. in Pittsburgh National Bank) ~.~/-.?..fl-~?/;. Xlt9 J /JtJ.3,.{I()j?/ , - Transfers within TWO YEARS Prior to Death NonA - . ~.,.: That at the time of death there was no safe deposit box registered in 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 Nnl1p. -----.--.....- , BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or TENANTS OR .INTEREST OF (State full names of all and their addre$ses who have illegitimate children DE<::EDENT ANNUITANTS BENEFICIARYSTATEYESaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE.forth this fact.)DECEDENT Howard Evans~Westlake~Ohio brother Yes .1/5 Sophia Kiger.Westover.i'IT.Va.sister Yes 1/5 Jessie Lewis.'{.IJashington.Pa.si ster Yes 1/5 .Evelyn Scott.Aliauiooa.Pa.niece Yes ...•t'1/20 .Dona }10nzingo,Aliquippa~Pa.niece Yes 1/20 Florence Bar~erstock. Aliquippa,Pa.niece YA~1/20 Dorothy Beschi AliLquippa,Pa.niece Yes 1/20 M~A Rv~'l1~AbinQ'ton.Va none Yes 1/20 Irene Cole.\vashington.Pa.niece Yes 1/20 Ann Thomas,Panarama,Cal.niece,Yes ,1/20 Edwin L.Evans nephew Yes 1/20 ~--_............-.---- ~ j -.'.~ RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces §o p'rovided observe notations thereon and instructions-.',, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN KEGISTER ONLY Hummell Funeral Home Funeral expenses paid $1062 5<$ Family exemption (will not be allowed unless decedent died residing with'a spouse or children.) Administration Expenses *III I~o Counsel fees *lot;t1~ Fiduciary commission *10~,~ OTHER DEBTS AND CLAIMS (*)See Note below · · . . · .,\ . Total 1287 SO ...27,9..Gr.e.enbill..~j..Y~',.". (Street,Number), ...W~"E!h~~gi?9P"..,~~~~.Y~Y~.~~..~?~ql (City or Town and State) Note:The estate agrees to advise the Register of Wills if the amount actually paid iGZseten,of any fee,c m'ion or debt is greater or less than the estimated amount claimed and allowed.. \",t\'1.1 J h \ '.'..~Subscribed and swom to before me this 4.~J;1., ,......' . ,. .,.. . , , .~-.'.",.'".-'~(Executor-~)..'-......"-?l'"-~'-,~,'~.S t b'..L9. ."',':':,',~","::",'...fi:,...'_,"d~y of 00 ~p..~J(l..~.~oo ...00'1~...~~,~'d~~/~~. .,,;"';400 :';;:';'00 :':';"--MA~~lfii::RCEtI'",:,,:'"'00 00 ."";..-,t:",~t\;'.,~....~i1.~J <-;..;'/'-''N.otal'9 Publlc;,Washlngton.WashIngton DS. ..r....,#T '.• "~.,)......."".,hi;CSiiiiiiissi~Jj E;;lliras JURa 29,1971 REPORT OF THE.»9ISTE I,the undersigned duly elected Register of Wills in and for./:~~ot;.~.~."".~..:.r~~~~County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depo ,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 esser amouta represents .thl s~m allowed as a deduction. Dated:.:/-'~/'····~f·/L~/:.f.~~~&,'1~/~-1.t!/.~~.~!7nO~WillS ~ \ Form No,RCC·6z (2·64) WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE "\ If"\~..,:"/rl:~~J'fl~..(-,.,-'""'"\J~.~,,<""~"."";.r:!:/;'" ....","'-r-'"~_..'.~~....:;,'"i\\:.t !c:",::.,.-~-::~.;>,~~~-""~ <"J~'-..- c''.IE'n I ,,!r \c·,~:..C'.":i \~,:-.'\~,;~:.'":;..':' -:;.".j>""'~~.I0_",0<'>~":.;","-J~"j ";~OJ..."......"-·~Y....,\,...~ "I:,l~1!r:-~~..t~'.~,t-,1'flt .~_.....-I\\~\"J.l~'J'~~!;i','t",..., ESTATE OF ........G~9.I1g~..Yt ..~YA~~. Deceased Late of .JtIP.I?:ri.s .T.Qwu.s.b ip . o...-.....rz00en County of ~f~13.:q~~g~:.,en c;;> Commonwealth q.~:P~nns§.&ania~'" c)c v t !,.'.(,")- '""'''(j)~e::;VI __ REPORTd\}iD APPRAisAL .....,>~i 't ';::=::0 3: o -.J \.i ,}~. tiM.C.PORTER,ESQ. 307 Washington Trust Bldg. Washington,Pennsylvania 15301 --_-..-_..-------,-,~~:.::==:==~J RCC-4 (8-68)COMMONWEALTH OF PENNSYLVANIA *DEPARTMENT OF REVENUE NO.A033081 OFFICIAL RECEIPT.PENNSYLVANIA INHERITANCE AND ESTATE TAX ,THREE HUNDRED SEVENTY-FIVE and no/10O .........-....dollars -RECEIVED EDWIN L.EVANS.PAYINO ON IND.LIAB.~representing Pennsylvania Inheritance or From:Estate Tax due from the following estate: 279 GREENHILL DRIVE Address 2%Tax on $$ WASHINGT0:ti,PENNSYLVANIA 15'301 6%Tax on $Jt.Held Bank $Acct. 63..68-1466 10-5-68 2,500.00 375.00- File No.Date of Death 15%Tax on $$. January 22,1969 f--Date of P,oY,ment %Tax on $$ GEORGE c.EVANS Estate Tax,Act of Name of Decedent May 7,1927 $. WASHINGTON TOTAL TAX CREDIT 375.00 County $C Less five percentum of tax if Remarks:paid within three months after date of death '$ Plus interest at the rate of __%from.to $.; lYOO ~[p [L~@illlYrn 1 375.00 SEA L TOTAL AMOUNT PAID $. NOTE:This Triplicate Receipt to be retained lor audit purposes.;a.-..... •'.Received by (;vY/:';;U2U:/e/a-'t--t':'~L.-C NOTE:In accepting the transler inheritance ta~,.an future estates,prior ta.the death of the life '.(Signature)...•. . tenant or lenanl for years,as evidenced by this receipt,it.is undecstood th'iJt th~':Commonweallh sholl /2."(~~.-~ot be precluded or prevented Irom here~fter.assessing additi~nal.~nheritanc:.e tax ot the death of the .r.4~¥p~~. 1,Ie tenant or tenant lor years whenever ,t appears that'such add,t",nal tax may be legally due and ~(/t(T'tl ). collectible for any reason whatsoever.'.I e ".,,.."""-... --."-. -.....-..-.~__.~--...;....__~_............-.......____.-..........",.:~.o=-.~....o-.:...~______-...-c..--...._,._.-:-__,,""'--.-.1,........_._._,~-.__~_____~__~._____.___. _~__~~....---:,,,,:,,-____.~----,--,_.~_.~~__,-,----__~•.~_.<L-__t:..______-.-.