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HomeMy WebLinkAboutOC1968-1472 - ESTATE OF MARSHALLR CC-BI (2-64) •COMM.oNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLI;"CTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT I GLENN EUfr)TI~- (Executor~ IN YOUR REPLY PLEA.E REFER TO 37-161-9 In Re:Estate of ~MA~R~Y~E.:::T,.:::LF...;.N~MARS;;:...:;.;:::..:.HAL=:.:::L:......::al..../k:.:./~a=___ ______W,:.;;:A.:::S;.;;;H;.;;:OO::.:;;;..T;:;..;O:;..;;N.:....-COt.!-ll tr -FHe No.63-68-1.472 De ar Mr.Eustis: You are hereby notified that the original appraisement in the estate of Mary Ellen Marshall a/k/a has been filed in the office of the Register of Wills qf WashingtOn County on December 6 ,19~.Said appraisement reflects the following valuations: Real Est ate _-'---,-...:2::;...l,~3~O~O.:..-=-OO~-- Personal Property --2~O~O~.~O~O~--- Transfers ---,._..,..-~-_ Total -~2=.;~...5t.l::O~b~.~OO~-__ 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 +~te 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 D~e~c£ernwb.bOL-£e.....r~6:+-,.........1>..t.9.lo16.lo18 _ DATE OF DEATH:October 8,1968 Note:This is not a bill. MARSHALL, ;''1CC-39 (o-on ··:OM.MONWEA~TH OF PENNSY~VANIA "...•• TRANSFER INHERITANCE TAX RESIDENT DECEDENT HARY ELLEN,a/k/a MARSHALL,1-I1ARY E. FILE #63-68-1472 October 8,1968 SUMMARY I~the undersigned #63 Washington FILE #63-68-1472 10-08-68 nJ~PonT OF INHERITANCE TAX APPRAISER duly appointed Inheritan~e 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". ~..12-06-68 the real and personal opposite each item in Dated: REGISTtR OF WILLS 12-0$-68Dated: REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do '·,~sper.tfully report that I have allowed deductions in the amounts claimed by deponent,exci:pt as to those items where age OT lesser amount is set forth in the last column to the right in Schedule "F",whic great r or lesser amount represents the sum allowed as a deduction. AS APPRAISED V-,-,A"",L",,UE~'..;.A""S~~RE~'~AP~P~RA~.~I~S~E~D 2,300.0Q_$_ 200.0Q_ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) cT oint-Held Property (Schedule E) tOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE VALUE AS REPORTED $2,300.00 200.00._ 2,500.00._ 653.63 := 1,846.37.__ VALUE $ 2,500.0q_ 653.6~= 1,846.3(_ ======:= Valuation of life estates or annuities.• . . . . . .*_ ESTATE TAX ASSESSMENTS ~_ CO~WUTATION OF TAX (:::)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. 276.95 $---------~------- FOR USE OF REGISTER ONLY T ax on $!)%---------Tax on $.__10% Tax on !l;~<)r1 $ Tax on $1,846.37 ::=1:%$ E~emptions~=============Total Estate _ TOTAL TAX $~_ Less tax previously paid *============:=== BALANCE *_ Less !)%of tax if paid within ~months after death $=====:=iJALANCE OF INHERITANCE TAX DUE $_ Add interestat rate of n%from to $---------AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $_ BALANCE DUE $_ Add interest at rate of 6%from to *_ TOTAL TAX BALANCE $_ PAID $ FOR USE QF REGISTER QNLY 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 !...No.Administration IN THE .......Year . MATIER OF THE APPRAISEMENT OF THE ESTATE OF .........W$,l..~;J4EN ..MARS.HALL.:.a/kla .... Deceased Late of CECIL 'fV.JP . County of WAS Hn.UTON............................................... Commonwealth of Pennsylvania REPORT AND APPRAISAL .. ..,~.. COUNTY w.~:?.h:i.:P.g:t.9P.:. FILE NO..Q?::Q.?::J:.4..7.?_.. .r DEPARTMENT OF REVENUE BuREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA -RESIDENT INHERITANCE TAX APPRAISEMENT DATE I I I ..................P.~.~.~~.~.:r.:?!.~.??.?.1 Whereas,~r.y :§;U.~.p.!r.l?::r~h~~~/.~l~late of ~:.~~~~.~. in the County of w.a.!?l:r~D.gt.9.IL Commonwealth of Pennsylvania,having died on the §:~.tt day of .9.?~.~?.:19 f>.?,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,w..~.~.~.9.P.~.~,an appraiser duly appointed according to law, haying 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 ApprallementDescriptionofAllatValuesMadeforInheritance Tax Purpolel $ REALTY: All that certain lot of ground situate in Cecil Twp.,Washington County.Pa ••known as lot No.186 in a plan of Lots laid out by James M.Colaizzo,et al.,called the Muse Plan,recorded I in the Recorder's Office of Washington County,Pa.,in Plan Booki 7,page 188,and being more particularly baounded and described in Deed from Glenn Eustis,Excr.of the Last Will and Testament of Mary Ellen Marshall to Anne Kimes and John E.Kimes,by Deed dated November 20,1968 an~recored on November 21,1968, Paper No.7637.2,300 00 PERSONALTY:. One lot of old used furniture 200 00 Total 2,500 00 " fonn~;V~~hb~~::~h:'W<ll"ll~~~~~'~:;:r~~~PI>r;i~:~":~g~~ ~.;z.':'~: .........:oi2~=i:''')····················..······......Penna. ....................W-!\$.HlNG'r9.W......................................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .......................f:'JARx....~.;J;J.:N....~.HAg ....~/15j~..... Deceased. Late of CECIL TWP •................................................................................. Datc of Death Uctober 8 1968I......•••••.......••••.•...•..•.••••••..•J . Appraisemel!t Docket Vol.,.:3..7... Page,)".6),,::::9 No 9.J..:::.~.I3.::~.7..?. Filed in Register's Office,D..~.~.~z.n.~.~~§,L..19.??... Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.lIt A ppra.isement, Appeal f,.om Appraisement,.. Entered and charged,.. .. j ". j. OFFICE OF THE REGISTER OF WILLS County of W~pA:!-P.91;:.9A . ..............(n,~~..~lJp.'J;+P.·of ?~.~e:~~.e:c;ly..~y~.~!..~~~?~~.9.1;.9~.,~. (Name)(Addrellll) being duly §~9~_n .according to.law,deposes and says that he is the ~_~~_<?.~~_~;_a/k/a Mary E.Marshall (Exec.,Adm.,Legatee,Etc.) of the estate of ~~;Y__~_~~_~~__~~E_~~_~~.~__(whose last residence was ~~_~§_¥.:~_~~~E~§.!:~_ (No.)(Street)• ...Fonl1 Xo.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER '10,000.UNDER SECTION 701 OF AC EFFECTIVE JANUARY I,1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)•.~ ~~~_~__J9-~_qt~~_!l ..deceased,and that the whole of the estate of said decedent,who died 9..g1:_~(:D---e)-L---l~-9-8 (CitY,Borough or Township)A .ate -d""""'::_..... consisted of:c..:...~ REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANeES 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 ALL that certain lot of qround situate in Cecil Town- Estimated Value ship,Washington County,Pennsylvania,knO\ffi as Lot No.186 inaPlanofLotslaidoutbyJamesM.ColaizZQ,et al.,called the Muse Plan,recorded in the Recorder's Office of Washington County,Pennsylvania,in,Plan Book 7,page 188,and beinq more particularly bounded and-described in Deed from Glenn Eustis,Executor of the Last Will and Testament of Mary E~~en.Marshall a/k/a Mary"E.Marshall to Anne Kimes and John E.\Keml.s,by Deed dated November 20,1968,and recorded on November 21,1968 as paper No.7101'1.Sale price $2,300.00 ~I""':/J),.~$2,300.00 Personal Property One lot of old used furniture.namely;kitchen table and four chairs;two cabinet bases;two small arm chairs;Philco Refrig- erator;cooking stove;three piece living room suite,end table victrola and old records;two beds;four dressers;two odd chaiJs; broken sewinq machine;record cabinet;and.one old broken down radio in need of repairs'(one lot of old dishes and knives and forks stolen from house before executor was aDDointed).,Is 200.00 .-~f' 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. "'".'a:.." Jointly Held Property NONE \. Transfers within TWO YEARS Prior to Death NONE \. \. -Estimated" Value 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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT NONE ! I BENEFICIARIES RELATIONSHIP AGE OF LIFE . BENEFICIARIES AND ADDRESSES SURVIVED \(If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARYaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF·IN ESTATE· forth this,fact.),DECEDENT Glenn Eustis 62 Kennedy Ave. Washington,Pa.,15301 friend Yes ------Sole Devisee - f';;:r', .J.'. ./itESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED ~OTE'"'List first five items in the spaces so provided,observe notations thereon,and instructions $Funeral expenses paidLouisN.Sollon DEBT OR CLAIM NATURE OF SAME.AMOUNT THIS COLUMN~---~=-=---=--=-==:":::=""_~·_--'-----~---='':'':'::';::''';:''=---=''::'''''''':::;=':==-------,----==-=--='''::''''':T----toiKEGISTERONLY $ Russell Marino Georae J.Modrak Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expens~11 *Letter~$11.5('+-__--=1:....:4:....:.,.5=0-t----1__and Inh.Tax Return ~3.0U Counsel fees *minimum fee '150.00 Fiduciary comJ:llission * OTHER DEBTS AND CLAIMS (*)See Note below 5.00 1.00 16.00 23.00 90.00 18.00 opening and closing grave lettering monument.--probate witness fee ....-T Janet Scott Affidavit on Return Preparing Deed and Acknow1~dgment One-half of transfer stamps Oak Spring Cemetery Co. Everlasting Memorials I.......~..'.•.... Total Having been duly sworn according to law,I d;>1ereby certify that the above appraisement is made in conformity with law on this ..................~.~.....dayOf ..£J~~..~.~,19../-:J ../.-:-:~..~:(2~...<-~~....~.•A:-t V£A~~~~~· In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to coli er heirs of the decedent after the expiration of any estate for life 01'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 REqISTER 2F I,the undersigned duly elected Register of Wills in'and for ...dd~"",......~.....~....County,Pennsylvania,do respectfully report that I have allowed debts anti deductions in the amoun~i;;d'b;deponent ept as to those items where a greater or lesser amount is set forth4e last column to the right in said schedule above,which greater or es r amou~esents.the s~m allow.ed as a deduction. Dated:../~~~G/"/P~...R....I.q"t.~:.t:.(;,~~~. Register of Wills • l'\.,. J'0' I'~. (, FOl1n No.RCC-62 (12-66) Will ;,:,:( .Adrniriistrat"ion SINo Year ..' . 0, ,/IN THE ,.1 1.,4 of MATT~R OF rHE APPRAISEMENT f ,. ,' .,1 .~". OF THE.' '~ESTATE OF +' " ,,:?~ ,/ ; ,.-:_~~r '\,\\ r"',,,\...\~. ,I '.,,~.•.J " " ,j MARY E~LEN MARSHALL a/k/a ~~¥..~.•..HM~J;lAA~. Deceased Late of :'.~ec:i.l..t.Q~Sll;1.~P'. :1: .county of ..~~.~1?-~~gton·.................. Commonwealth of Pennsylvania ;, \\~REPORT AND APPRAISAL {. t. ~ ~~. GEORGE J.r,:ODRAK ATTORNEY AT LAW ~2 :NORTH CENTRAL AVENUE CANONS~u..RG.PA. .c ",-""~"" S;~':~'~'~';"" (."'I. \,..,v .(.~\';:?':) '\'~.;;,...:\." J) *'."('f'~,'",.,I • :2, l' .,J~r/ .("; ~<f;.J • ,! ~. Form RCC-4-RI-3-66 ~Il COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 979168 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No 63-68-147~ Date Deceaber 12 19~WASHINGTONOfficeREGISTEROFWILLS,Pa. WASHINGTON Olen Eati.County,ss:Received from (Executor,f the estate of MARY ELLD MARSHALL who died October 8 19---.!~the sum of TWO Wt,'DRED SIXTY-THREE and 1Q/100 - - - -Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Tax on $5%$ Date Valuation 12-6-68 $2.300.00 Tax on $10%$ Tax on $2%$ $1,846.37 276.952,300.00 Tax on $15'}'o $Total $ Personal Property Exemptions *$ Date Valuation 12-6-68 200eoo 200.00 Total Estate $ $276.95 Total Tax $$ Total $Less Tax Previously Paid (if any)$ Total Gross Assets $2,500.00 Balance $ Less Debts and Expenses of 653.63 Less five per centum of tax if paid 13.85 Administration $within 3 months after date of death $ Clear Value of Estate $1,846.37 Amount of Estate Tax Assessed under Valuation of life Estates or Annuities the Act of May 7,1927.$ Date 19__$Add interest at the rate of %19__$from Estate Tax Assessments to $ Date 19__$263.10Total$19__$*As evidenced by Charitable Exemption Certificates issued by the Secretary of NOTE:In accepting the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended the life tenant or tenant for r,ears,as evidenced by this receipt,it is understood that the Com-by Act No.381,approved July II,1957,and Act No.207,1961,Section 302.monwealth shall not be prec uded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditional S.~A9taxmaybelegallydueandcollectibleforanyreasonwhatsoever. LrOOD~[LD©£lJlE DalUiL I I /;... I (t "D ,~.,I (,'(l . ,,I & NOTE:This Triplicate Receipt to be retained by the Regi.ter 01 Will.and Iiled in numerical -.7.Re~sttr'of ills ..quence lor audit purposes.IIOORE BUSINESS 'ORMS,IHC.,ELMIRA,N.Y. ./ FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT 37Docket Page 161 ljne 9 I MARY ELI.BN MARSHALLEstateoLf_ OFFICE OF REGISTER OF WILLS WASlItHGfON Po. Date Decea.ber 12 19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9,1929.P.L.343 AS AMENDED BY ACT MAY 15,1945.P.L.528 :. Rl1SSBLL MARINO Register 01 Wills 1201 (g),Act 01 April 9.1929,P.L.343,as amended, viz:-"To receive Irom Registers 01 Wills alI duplicate re- ceipts lor taxes paid to them by executors or adminis. trators and to charge the Registers receiving the money with the amount receipted lor.The original 01 each suchreceiptshallbesignedandsealedbytheRegister01Willsandtransmittedtotheexecutororadministrator,whereupon it shall be a proper voucher in the settlement 01 the estate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegister01Wills." Fill in below name and address 01 person to whom tax receipt is delivered: To ATTY.GEORG&.J ..XODRK 22 N.Central ayenue Canonsburg,Pennsylvania L 15317 I -.I