HomeMy WebLinkAboutOC1968-1485 - ESTATE OF MILLERR C C-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
MAY ZUVER
(Executor~)·
IN YOUR REPLY PLEA8E
REP'ER TO 37-163-1
7
In Re:Est ate of ~J~OS=EY~_=E:.!..__'MI=I==,I=Ji=:R.:....;::a:Ll..::k':L/.=a _
WASHINGTON C t 63-68-1485______=~::.;;;.=_=_:-OUD y -File No._
You are hereby notified that the original
appraisement in the estate of Jose,E.Miller a/k/a
has been filed in the office of the Register of Wills qf Washington
County on May 21 ,19-29.Said appraisement reflects the
following valuations:
Real Est ate -:--::-::=0=--::-:,.....-__
Personal Property ~1~,~O~O~3~.~O~O __
Transfers -=--=-=-=--=-=--__
Total -~1~,~O~O,3£,;,O::.:O::....-.--
As to such tax that is paid within three months·from date of
death,a five (5%)percent discount is allowable.As tp any tax that
remains unpaid after one year from date of death,interest at the rate
of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e ~Ma.~y--!2~1!:J'1.-:!::1..£:.96~9,---
DATE OF DEATH:November 7,1968
ESTATE INSOLVENT
Note:This is not a bill.
-'..
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of MILLER,
(Last Name)
JOSEY
(First Name)
E.
(Initial)
DATE OF DEATH 11-7-68 FILE NO.63-68-ll,85
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".
Dated:--=0:.L5--=21~---'6"_'9<___
11-07-68
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 forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.~<"
,~vt/I/(.A/(/VDated:05-21-69
REGISTER OF WILLS
1.003 00
1.003 00 ,
2,444 90
e Insolventat
$
1 003 00
1.003 -00
2.444 90
Est
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$-------+--
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)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuit,ies . . . . . . . . . . . . . . . . ...$t=
-
ESTATE TAX ASSESSMENTS $.-E
FOR USE OF REGISTER ONLY
Tax on $-----------f--2%
Tax on $-----------4----l....6~
Tax on $5%
nXoo$lK
Tax on $15%
Exemptions *
Total Estate -l-__
TOTAL TAX
COMPUTATION OF TAX
$---------+--
$--------+---$--------+---
$---------+--
$--------+---
$--l-__
(*)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
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
_____to $-------
AMOUNT OF ESTATE TAX ASSESSED $----~I-
Estate tax paid $--lL.-
BALANCE DUE $-----,-
Add interest at rate of 6%from----------~to-----TOTALTAXBALANCE :=========~~~
PAID $....JL
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
.J9.5.~..:E:~~~I,t ..fj./k.!~.
Deceased
~
'1
Late of ..~..'I'1Jv'P..!.
County of WA.s.I1J.N.G'l'QN .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
r
.,
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Furm'RCC-2
•I ,I"
A •'DEPARTMENT 'OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~~l~~.~~..~!.~.~.~.
COUNTY W.~~.h~.~~~.#.
FILE NO•..................Q3~.Q.~1.4.?.5._ .
Whereas,,""',,~,~~,~y ..,~,!,~~J~,~, ,.., ,..,',".,",late of ,".Am~~lJ"!w.P,!, ,..,,.,.
in the County of '~~~?,~~.~,~"Commonwealth of Pennsylvania,having died on
the ...7..,:~p.,""day of ~l?,y.~~~.~19..,~.~..,seized and possessed of an estate
subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,"W,~:R..~,9.~~~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 Appral,ementDe,crlptlon of Asset Value'Made for Inherltanc.rax Purpol.'
$
XfiPERSONALTY :
Pitt.s.bur/;!'h National Bank Checki.n,g Acct.986.00
1950 3/4 ton Ford truck 16.00
1955 Ford 2 door sedan 1.00
1,003.00 1,003 00
r.
,
Total 1,003 00
Estate Insolvent
fonn~;V:fhbl::::rh~.Wlll"Il.~~~~:~a~:re~..~y;e~~;~~o~ea~Prlli~~;;.~~de 1~J:t
..,/.:«.l..",,~"_.~.&-.;k...e ..y..,,',~:z;;,,9.?'Z','.,·,·.~J ~p;;;i..r..~·..·7"..·"·.., · · · ·../£..,;.J.~~;,,)Penna
...........................WA$.H.I~'J,'Q:N...............................County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
......................~9.?.:~r..~.!~~/~l~.
Deceased.
Late of
AMEELL'TWP •............................................................:.
Date of Death,~.?Y..~1>,.~F 7.'-~.~.§.?.
Appraisement Docket Vol.,:..3.7...
Page,If?3.~.;\,:No 9.3..~.9..$~.;\,4.$6 ..
Filed in Register's Office,~y.?J,.19 9..9.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.llt Appra-isement,..
Appeal f1'om Appraisement,..
Entered and charged,.
,;
.,
\
$
:,.'.....-..~...Il .h:.._.......
:~".
,LAST WILL AND TESTAr;lENT
all Wills by me at any time heretofore made.
,.
,I,JOSEY E.tITLLER a/k/a JOSEY EDVOOD MlLLER,of Alm'Tell fuwnship,i
j Washington County,Pennsylvania,being of sound mind,memory and understarrling;
I do hereb7..make and publish this r11)'last W:IJJ.and Testament,hereb7 revoking I
I
ITEM 1:I direct that lItV'Executrix hereinafter named shall pay
'.j all of my just debts ani funeral expenses as soon as conv-enient after my
II decease.'".-".....
ITEM 2:All the rest,residue and remainder of nv estate,of
I,Vihatever kind and wherever situate,I give,devise and bequeath unto my
daughter,Grace Donahoo,IN 'lRUST NEVERTHELESS,to hold,invest and reinvest
the same,to collect the income therefrom,and to apply such parts of the
income and principal as in the sole discretion of my said Trustee may be
necessary for the maintenance,welfare,comfort and support of nu wife,
Edythe V.Miller,and at the death of 'my said wife,to pay the reasonable cost
At the
estate I give,devise and bequeath as follows:
I
I
I
I1 of her burial and the erection of a proper momnnent at our graves,
death of my said ,:rife,said Trust shall terminate and whatever remains of rrry
I
estate herein devised.
without interest within three (3)years from the term:i.m.tion of the Trust
,.
I
!
.•..
:'
I
IFayeRedd,Grace Donahoo,
!
I
I give and devise unto my daughter,Grace Donahoo,my(a)
'(b)All the reminder of said TruSt estate,I give,devise
"
I
Earl Hiller,Alice Zuver,May Zuver,and Faye Redd,the sum of $1,500.00
Earl MiJ.1er,Alice Zuver and 'May Zuver.
beforementioned,and I hereby e:xpressly charge said legacies upon the real
and bequeath in ~qual shares among my five children:
condition however,that my said daughter pay unto each of my other childrenp-
,,
fam of 152 Acres in Amwell Tovmship,Washington County,Pennsylvania,on
viz:
"
J ,.,.:--.....-....-~.,--..~....:.-.....--'_~............"...-I,••-.:-...,....,.:I .-'
,.';':'',',::..',....'..•.'.':.",..~.'..'
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I,JOSEY E.MILLER,the Testator,have unto
to#.day of
,_,~~,_~_.._~_,,,~_~..,_~_~_____,.____''",....'-._.,,.-T
~..~'','.'.-'!r·.'·_····_--,._··~'_·-·,.._~~-·~__~,--~-~'~7 __','!
1\I!!:!!.LASTLY:I nomimte,constitute and appoint my daughter,G!:'ace i
'.;\~i Donahoo,as Executrix of this rrry Last Will and Testament and direct that my !
:;said Trustee or Executrix shall not be required to furnish bond in any jurisdiJ.
:1 ..
'III tien in which she may act.
II'I,:~"VITNESS WHEREOF,
II this TTI"!T Last Will am Testament,set my hand and seal this\1 ~J
11 June,1964.
II
II
:...p.~=--;.---;~WITNES~.
,I
"
I,
M g~-L/.(SEAL)
declared by the above-named,JOSEY E.lITLLER,as
..~.:~I.·.'...
II Signed,sealed,published and
I'II and for his Last Will and Testament,in ~he presence of us,\'Tho have hereunto
II;.'".,II subscribed our names a'ti his request as witnesses thereto,in the presence ofII\,.
II the said Testator and of each other.
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1\ffi~auit (@f fxrrutnr QDr 1\bministratnr
&tatr of 'rnnaylnania,talI:
C!tnunty of llIaa~ington \
P all b f h d . d h'Notary Public .d f 'dersony e ore me,t .e un erslgne aut orlty,a..............................In an or Sal
County and State,appeared MaY..z.UY.e.r;who,being duly
sworn according't.o law,d~.po~es aPd says that s he is the executor KJK~~of the estate ofJoseyE.MIlLer a/Kia uosey Elwood ..M:i.:.;I:.!-e.F deceased,that the foregomg schedules constitute a
I ·T d .f hId If.Josev E.Millercompetemventor)an appraIsement 0 t e rea an persona estate 0 ~,.
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite 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 made by the above named Executor ~i§mmr.
Sworn and subscribed before me this......l2::th:..:l ~/1
day .of ~~x.:~~9 ;?J '..../..L.r..·c:u..·..E·~&·.(·~iOOK·X·..·..,
..............................~~..,;,--:,~~~~~'·.r ..\'"C''''-""';''''';;21'iall ADDITIONAL INSTRUCTIONS~'ly 'l~..I';~~i.,j.~~~'e Ii "",.;~..,...~""""~J ,
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 $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
3Juurutnrg aub .Apl!rai.armrut of the goods and chattels,rights and credits which
Josey E.M~ller a/k/a Josey'.
were of ElwQo.Q Mi.l.l~x ~Jate of ~~.~:I!:~.9.~~.~.e:fp...L :..
Washington County,Pa.,taken and made in conformity with the abave affidavit.
.J
PERSONALTY:
Pittsburgh National Bank (Washington Office)-balance .
checking account
1950 .3/4 ton Ford truck (junk value)
1955 Ford 2 door Sedan (junk value)
Social Security Death benefit
Total
DOLLARS C,ENTS
986 00
16 00
1 00
"2:5:0 :8:0
1,253 80
REALTY:
None
c::;.doo
~3 -~?.,Ilf%$"'
Inventory and Appraisement
IN THE ESTATE OF
JOSEY E.MILLER a/~/a JOSEY
·EEwooD····M·I'E·LE·if~···..(fec·eas·ea......···....·..·...
Filed May..................................................................,19....;~.~
~'!1 """"":::0
en
P-m:;Q u;;ien..-.-::r::~C i!~(/l (f)r-z~<'..f?o,.,c;;
0rnfT'l m-4:::01"""..
o .r -+='
",-
2:0 0;g;;~\:l ...
;;;;l;.
r--=---"'Qj'=~N
.~en 0 ~
~
Y~1
SHERMAN H.S~L,ESQUIRE
215.Washington Trust B1dg.+
washington,Pennsylvania
Fonn No.RCC-62 (I2-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER '1~.000.UNDER SECTION 701 OF ACT OF JUNE 16.1961.
EFFECTIVE JANUARY I,1962.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)
'.
J
OFFICE OF THE REGISTER OF WILLS .-
L
.County of W}\$~.~~~~Q~.
...................MAY.ZllVER of .R •.D•.JI:.4,..Washington,.P.ellnsyl.'lan.ia.
(Name).she (Addreu)
being duly s:tOCQr..:n ..according to law,deposes an'd says that hX is the Exe_c_u.t.rix c _
.Josey E.Miller a/k/a (Exec.,Adm.,Legatee,Etc.)
of the estate of_J5:>.~H~y..E_1W_QQQ__M_il~er ..whose last residence was _~_R.•.D..jt4.,.__w.ashingt.on_,.._P.enna •
(No.)(Street)
_Amw~_11.__T9_WJ1S.hiP_-----------....deceased,and that the whole of the estate of said decedent,who died __NQy_.7_.,...l9.6-B
(City,Borough or Township). .'.(Date)
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,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
NONE
~J _A~~,I A _
~O~~l'vY!'r:;+tY',~*X,v ,,/I(~
Personal Property
-n~. ....~~~4 ~...~,D..,...".(rAl""c,h;()-F-F;("00\balance checkinq ----"OJ ~
qRf\nn ~~d-
lQr:;n ~/L1.....,......l4'n,...r:I -1.(;l1n'"U~111P)1<nn~
./
~Qr:;r:;1<',.......~?~"'n,...C:o~",n (;11...'"u",1110)1 nn~~J'
o'r -r
~:--'P IT -·ecrth-Benef.....:i.~t...,-.
Total 1~-3-:-8.g·
/003 Go.,
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.
....
e
e
e
Jointly Held Property Estimated
Value
/....
Farm containinq 151 Acres 42 perches situate in Amwell Township.~
Washington County,Penna •.was owned as ioint tenant bY the ~
with wife.Edith V.(See deed of I ..,./entireties Miller Marcus McK:.h::ua-
/'jZ."et ux.to Josey E.Miller and Edith V.Miller.his wife.dated
""'",
December 22.1947"and recorded in Deed Book 733 oaqe 296.)Not taxabl
14 u.S.Savinqs Bonds Series E reqistered in name of Josey E.
Miller or Edythe V.Miller,hi,s wife·,Not taxabl
-Pittsburgh National Bank -savings account in names of Josey E.
Miller or Edythe V.Miller,his.wife Not taxabl
Transfers within TWO YEARS Prior to Death
NONE
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 DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
(State full names of all and their addresses who haveaninterest,vested,contingent or otherwise,in estate~)
RELATIONSHIP
(If step-children or
illegitimate children
are involved,setforththisfact.)
SURVIVED
DECEDENT
STATE YES
OR NO
AGE OF LIFE
TENANTS OR
ANNUITANTS
AT DEATH OF
DECEDENT
INTEREST OF
BENEFICIARY
IN ESTATE
Ed.ytne V.l.''U~~er
o n :Il:Ll TA1:.ch;yes All
Grace Donahoo~Qn T.:.l..-ou;Ot.T nr;u<=>
Daughter yes
Son yes
.....-......:t "";;)
Daughter yes
Daughter yes
Alice Zuver
R.D.#1,Scenery Hill,~Cl.
R.D.#4,Washington,Pa.
Wa~hington,P~nna.
R.D.#4,Washin~ton,Pa.
May Zuver
Faye Redd
Washington,Penna.
--JT::a-=m:-:e~s=--:;::E'-:a~r=-"1---'M7J.T"''l'l-:e~r---:---------t----=------+-----"':=-----+------f-----------
laOl R M:.;.nt:>ro c::+-
Funeral expenses paidWm.G.Neal Funeral Home
r~'\RES~DENT DECEDENT (.".'.,"'DEBTS AND DEDUCTIONS CLAIMEO
---<'\~E'List first five items in the spaces so provided,observe notations thereon,and instructions.
*',---=D:..::E:.:B::..:T:......::°:..::R~C:..::L:.:.A:.:I=M=___~--_.---.----=..:N=A::..::T:...:U:....:R:.:.E=-O:....:F=--=S:.:A.=M=E_·.,----=-A.:..:M=-=.O..=U=N.:...:T'r-----mTHIS COLUMNltEGISTERONLY
$143590 $
Edythe V.Mi ller Family exemption (will not be allowed unless
Register of Wills-filing decedent.died residing with a spouse or children.)
Inventory,Debts &Deductions-..Administration Expenses *~'iV l...CU..'y'.r:ee ..'
Counsel fees *
1000
q
00
nn
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note beiow
Total 2444 9C
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt'is'greater
or less than the estimated amount claimed and allowed...
(Street Number)
.0 ~:f ~.'...Washing.to.n.,..Penn"sy.lva'n.:ta .15.30.1
(City or Town and State)..
..-",........ ··.·····.·····.··.·..0.·..
Subscribed and sworn to before me this 12th .
.~day of May ...........•19..69
.....J.~:.~;~..~.
lViy I,;omm"":~~_c:..~:_.c'".'.,..
Having be~~'d~I'Y~~';'~'a;cJc'i>'tJiJ'l,tW7J1.w,I do ~rtifY that the above appraisement iS22;in conformity with law on this
................0~dayOf J ,19.~e ~
.~/.~C?:.-:-~.._.~;:(.:.~_.e...-<.~"~J!?~'~Appraiser t:;:?'J\.
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral hei'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 RE~STER ~WILLS .
I,the undersigned duly elected Register of Wills in and fOl.~/4~.L-.c'-4~.....~ounty,Pennsylvania,do respectfully
report thatI have allowed debts and deductions in the am~~i~~~dby deponen~ce t as to t e items where a greater or lesser amount
is set forth in the last column to the right in said schedule abov~.which greater or:lesser mount epr sents the su~a deduction.Dated:~4y ~?/?~/..,'~.'".~.'..~.~~'1(l)..c./.'Register of Wills .
:t
I,
,FOIll1 No.ReG-62 (12-66)
WillAdministration IN0......'.'. . . .Year .....
IN THE
MATTER OF THE APPRAISEMENT
~1tS,/OF THE
ESTATE OF
---.~--
!~
i~
JOSEY E.MILLERa/k/a JOSEY
ELWOOD MILLER.......................................
Deceased
Late of &n.we)),.';r~WJ;l?l}ip..
County of ...~~.~I:ington•••••••••••••••••••°0 ••
"'"~";Commonwealt~'b~ennsylv~a "I.
•,J n.1~~~(:.')0'Q'3·:r:-;.(;.ri :i;;>O~r" ....:.CI)<Ji -=.:.
REPOifu';AN:D APPRAISXt......,-t.""0'I.--c::"-0,'-;··,·~':;;l
~Q,~--."'n-Co.;:~~.q x;:.:1>::;x-OE:::;.:r
;;[k:ii
---~.@.;po Ci!>,
..r;:-
SHERMAN H.SIEGEL,ESQUIRE
215 Washington Trust Bldg.~
Washington,Pennsylvania
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