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Home My WebLink AboutOC1968-1496 - ESTATE OF VERNER-.fI'- R CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENU,E .BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT JAMES D.VERNER Informant IN YOUR REPLY PLEA8E RIlP'I!R TO 37-163-3 In Re:Estate of ~A~N~Nl:=_.~E~.___!.V.=:ERNE=~R:..-_ ____~W::.:A=.:SH:..:..:IN=G:.:..TO::.:N~County -File No.63-68-1496 Dear Mr.Verner: You are hereby notified that the original appraisement in the estate of Anna E.Verner has been filed in the office of the Register of Wills qf Washington County on M~7 ,19-69.Said appraisement reflects the following valuations: Real Estate _--'-_ Personal property ~~50~.OO~---- Jt.Held ~.....::8::.L,..L.:70~O::..!•..:::OO:::..-_ Tota1 --.,__~8~'u7....5~O:..-..~O~O:....__ As to such tax that is paid within three months·from date of death,a five (5%)percent discount is allowable.As to any tax 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. Date ~~1a2oJ-y-7~,-"1",,,,9,",,$~9:....-_Signedl'<::::'~:.LL~~~~:....-.£1(2~".....~~ Title W.R.CHANEY PPRAISER DATE OF DEATH:November 8,1968 Note:This is not a bill. ;..-. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of VERNER, (Last Name) ANNA E. (First Name) DATE OF DEATH (Initial) 11-8-68 FILE NO.63-68-1496 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 "Au,"B", "C",and "E". Dated:__----!oO'-'5c-~07:.L.-=6!!!.9~_ 11-08-68 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 :::~d~d"':::~:9 ~~~~ REGISTER OF WILLS _----S2.@".75Q eo1,268.50 VALUE AS REPORTED $-----,F'?'<""-+---r<>.....--- 1,268 50 VALUE AS REAPPRAISED $-------+-- 507,481 8,750 00 VALUE AS APPRAISED ·8.7:~ 507481 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 -t: FOR USE OF REGISTER ONLY Tax on $-=--:--:=+--::-::--2% Tax on $7 .481 50 l6%\ Tax on $50// Tuoo$lK Tax on $15% ~~ptioos * Total Estate --l-__ TOTAL TAX COMPUTATION OF TAX $------r-T...".....~- $~44-+8 18:...:-9_ $-------+-- $--------+-- $--------+--- $-'-__ (*)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 $t= Add interest at rate of 6%from to ----C$---AMOUNT OF ESTATE TAX ASSESSED $. Estate tax paid $I BALANCE DUE $....IL- Add interest at::te of 6%from $--------1t= TOTAL TAX BALANCE $-------'.PAID $.... FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No . IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ANNA E.\EBNER Deceased Late of ....$.!,FM.m.:r.N..':I'WI'.~. County of..........~A.s.H..J:IIJ(;}~9.N . Commonwealth of Pennsylvania REPORT AND APPRAISAL ;~ DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.171Z7•. COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX ..t .... APPRAISEMENT DATE ~?.!.~;~?..~. COUNTY w.~.~.h!M.1'..9.~.. FILE NO 5?J..::.§?=.~9..§_.. Whereas,AM~~.!y~~.~~.~late of ~~.:a.:.~.~~.~.~. in the County of ~~l3,.~.~g~Commonwealth of Pennsylvania,having died on the JL~.h day of ~gy.~~~.~~19.A?,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.J~.~..:R.~G.~~~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 Hfe 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 Assat Value.Made for Inherltanca Tax Purpo.es $ PERSONALTY : 1 lot of household furniture 50 00 JT.HELD: A 2/3 interest in and to All that certain tract of land situate in South Franklin Twp ••Washington County,Pa., containing 85.048 acres.Being the same tract conveyed by Clare E.Crif~,widow,to Jesse G.Verner and Annie E.i'erner.his wife and James D.Verner,their son,by Deed dated June 16.1942.end recorded in the Recorder's Office in Deed Book Vol.658.oage 420.8,700 00 Total 8,750 00 Having been duly sworn according to law,I do hereb~tifY that the above appraisement is made in con- formity with law on this .i'.:zz..day of ..··~·~7:27 ·777 · · ·..;;;:::::::s c::::.:;·19 6,Y ..~~~6~~4X~. p"Appraiser Penna. ..........................,...W:A.$H::r:~ijgJ?9.:N............................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANNA E.VERNER................................................................. Deceased. Late of S.fRANKLIN TWP •..................................................................................... Date of Death,~.9..y.~p.~.~?'-~9.9.?.. Appraisemellt Docket Vol.,).7.: . Page,163.~.6 No 63~.6.$~.14.9.6 . Filed i1l Register's Office,Jf!'1.y..7.1.,..19.9..9 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,. Wrote abo.ut Appra.isement,. Appeal f"om Appraisement,. Entered and charged,. ... t Fonn "0,RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER '10,000,UNDER SECTION701,OF A T OF JUNE 16,1961/J EFFECTIVE JANUARY 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) ---'~;, .OFFICE .OF'THE REGISTER OF WIL:.LS ~ ,,J ~ e..I • County of W.,.~.~:qq.~~9~. .........J.wB~.D nawm .':-~·.a"..l)",..#6.,..W~::Jb1ng~.cm';..F(Jnns-y.lvania'. (Name)(Addresll) being duly 3-W.Q.m!::"'_.according'to law,deposes and·says that'he is the _~~~_~g._1i.~~,. -~._ (Exec,.Adm.,Legatee.Etc.) of the estate oL ~_~~J~_!~~_~wh~se last reside"nce'~as !_:j~~!_~_:P-!j~_,_:}~~~~mg!i_Qg..._:__ ".,(No.)(Street) C!t""'C't r-.u-l o ~-,••-' • •• •-Nov 8'.1968 .-!-1_QU.__!M__~:r,~_m ~_'!."~-~------.deceased,and that the whole of the estate of said decedent,who died ,1-__f:iJ---- (CitY.Borough or Township)(Date) consist~d of:....:=~.....-,'~ '/~AL 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 Personal Property 1 lot of household furniture m~O 00 --.~.-.~........::, .. ..-,'....~ / NOTE:You may ~edite 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. I I ~' J I Jointly Held Property Estimated Value"--,\. A two-thirds interest,in and to ALL that certain tract of,- land situate in South Franklin Township,Washington'Cbunty,Penn- sylvania,.containing.85;01.J.8 Aqres•..Being the same tract conveyed by Clara E.Craft,.c:widow;to Jesse G.Verner and Annie E.Verner.j~" his wife.and·Jwmes~D.Verner.their son,by deed dated.June.16 ,.., lqh2.and~recorded in ·the Recorder's Office in Deed Book Vol....~~,..'-'"-~ 6~.:Page §9 '$8,5e&.ee.-A,.,J .-!-<tT'VVV.OO J.3.D~Q.~7/~~-trp~~2,74'0.t't) o/l)-f'B-'~.- If .1 ~- Transfers within TWO YEARS Prior to Death ""'"f'I I ,--~~'7~,.....)--NON"R ,-"~: , - 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 DECEPENT .RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT NONW, BENEFICIARIES BENEFIqARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE .OF LIFE INTEREST OF -(If step-children or DECEDENT TENANTS OR (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingentor otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT James D.Verner Son Yes All R.D.#6 Washington.Penna.15301 - - , ,:;.~ESmENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided observe notations thereon and instructions,, NATURE OF SAMEw .-DEBT OR CLAIM AMOUNT THIS COLUMN vfashJ.ngton cemetery ~.'..LVV UU HEGISTER ONLY Hummell Funeral Home Funeral expenses paid $900 00 $..... ./:, Family exemption (will not be allowed unless d,ecedent died residing with a spouse or children.) Administration Expenses •.16 00 Counsel fees •~O 00 Feick Brothers Account 37 -150. Fiduciary commission • .. OTHER DEBTS AND CLAIMS (.)See Note below Dr.R.E.Richardson Medical services 15 00 Dr.J.P.Proudfit Medical services 100 00 Dr.w.A.Prideaux Medical services 50 00 r Total 1,268 50 ....W~~.l:l~J;lg~.C?p:,..:f.~~.~~)..5.3.Q~. (City or Town and State) ~..j;).r?r~...{/~;c;4 (Executor-~. .E.•...D #6 . (Street Number) 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. ~-d...SubscdY>ed and sworn to before me this .....~•............. . . . . . . . . . . . . . . . .'.._~•...day of ~.~:r.QA ,1999. ........~~~.~~~~.~.~:--~:. .-"·<!'MAE H~~~:~-'-:T'" -}io18j)':Fi}tilIc..Washington.WashIngton ca. .Ex tiOmmlsslon EXpires June 28•.1971 Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this ..................:..?~dayOf ~~:/?19~~~ J ~~c~~Z......~····.~.Ap r ser In the event that any future interest in this estate is transferred in possession 01'enjoyment to colla~.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. EpISTER.»F WILLS I,the undersigned duly elected Register of Wills in'and for.....~..L--=<..&:~County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the am ts claimed by deponent,etas 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 I am~epresents the.:~owed as a deduction. Da"",~:7"'~/'?<!.'."""..J~C:~~... r"'- II ~ I J Fonn No,RCC-62 (12-66) Will 'Administration INo Year . IN THE . :6': .,; " r '.-'/0~.f~/,1 "".-" ~:~~'-" \:-'r-"f::',"o -: ,_,Il ~,-"(l f"'\"",i£- t..:..0 :;;;"'--' c....,) ~, l MATTER OF THE APPRAISEMENT OF THE ESTATE OF ANNAE.VERNER Deceased Late of .~~'q.~P:.~;r:~.l:~..~9~~P:~~. County of Waflnmg:t.Q:Q.. .Commonwealth of PennsYlv~ia...,,·,f~ :1£=t.O .>-\'T\:0 -(/)~C ::x __ REPo.!T(.fj\~D A~AfsAL ~"""f"I't '~mfi>f'P1'r--.JC:%'r-0~<:>~~'::00'" ""!"l ~::r~~a:t:'Q~;,:p~r=Z."l""'_, ~(:f)- J AI>1ES C.BANE,ESQ.. 307 Washington Trust Bldg. Washington,Pennsylvania 15301 o 0 _-',,-/:~.<C/1.'>~!:/:/ ~""#"""'.'~:.,,&,.e ...".o~","~('>'.....~......... -1-1-1';1'",;,~r:-~~(".'.-;-"t-\''':; !ll'I~Jl;-~~.~t-\I,~>"J '~'~:..'..'---...".--,--~.:...,,--_....'.-...~;'" ~_-T""'._.-.......,..----..........---. ,.."--.-.-".~~-.......,~--:it.(~ ~--'~-?'I:.,/./...: .<l'.t~_ (i,-, LAsrr "JILL AJlm TESTAMENT I,'AJ'!NA E.VJ~RN3R,of South Franklin Township,Wash": debts and funeral expenses,be paid as soon as may be convenientl Will and Testament,hereby revoking and making void any and all other Wills byrne heretofore made o I '.I \ \\ I I. I j II:, i., ! 'j •Ii II I·Ij I I1.- I iI ·j IAllofmyestate,real,person 1 I direct that.all my just rrEM II: ITEM I: done after my death. ington County,Pennsylvania,being of sound mind,memory-and understanding,do hereby make,publish and declare this my last or mixed,of whatsoever nature,or wheresoever situate,which I may o",'n or have the right to dispose of at the time of'my death, I give,devise and bequeath unto my son,JAMES D.VERJllliR,should he survive me,but if he should predecease me,then I give,de- vise and bequeath all of my estate aforesaid to his children, namely: (a)DOROTHY WOOTEN, (b)ROBERT VERNER, (c)JAMES D.VERl'ifER,JR., (d)SHIRL"SY VERNER, (e)BETTY BALDWIN, (f)NANCY STOLLARS, (g)DAVID V8Rl\1ER, share and share alike. I-i I III II I LIi · j :1I·1·-I II·i,. ITEM III:I hereby nominate,constitute and appoint JAt~S D.VERI~R~my son,as the Executor of .this \.'.... ,: .-......-...-...- my last VllIl and Testmnent s but if he si:10uld predecease me,I then nominate,constitute and appoint ROBERrI'VERNER RS ·t'hs....Executor of my said Estate. IN VrrTI~SS '.~!W"~HEOF,I have hereunto set .m:l hand and seal this 24th day of February,1961. (SEJi'-L) I. SIG}ED,sealed,pUblished and declared by the said ANNA E.VERNER,to be her.last 'fvill and Testament in our presence,who at her request and in her presence and in the presence of each other,we believing her to'be of sound and disposing mind,memory and understanding,have hereunto subscrib our names as witnesses. I!I•IIiI d I jI; I:l' II' !I; !I: I~ I.I;I; i I:';,-l'I 'I. l. 1' 1 , I' dollars ~;-.~-------t-------·--~--,)1 r"··"~·'.COMMONWEALTH OF PENNSYLVANIA :(I DEPARTMENT OF REVENUE ~ "NO.A085308 OFFICIAL RECEIPT •PENNSYLVANIA INHERITANCE AND ESTATE TAX ~In=============~~~'~l'FOUR HUNDRID FORTY-EIGHT and 89/100 - - - - --..- -~I ,RECEIVElJames D.Verner,Int.representing Pennsylvania Inheritance or C/O ATTY.JAMBS C.BANS Estate Tax due from the following estate:From:__~---,-III!'!i 63.68-1496 2%Tax on $_..:...-$---------1'",1 7.481.50 $--------$---------u6%Tax on 15%Tax on $,$111 WASHINGTON,PENNSnVANIA 153 1 11.8-6 301 WASHINGTON TRUST BLDG. File No.Date of Death --i Address ----l $---------u $--------- $--------- 448.89 %Tax on $$---------m Estate Tax,Act of May 7,1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to --'-_ ,. ',' WASHINGTON January Sf 1910DateofP.ayment -l ANNA E.VERNER Name of Decedent ----------------1 Remarks: County -----------------------1 $'-------1 j .~~.I 448.89 I NOU;,!H~~!'~_~~~~~OO~'~d~~:i~3.6 TOTAL AMOUNT!J .$'=~=_=)'===,==:~t! .,..""Received by ~,),LJL-Lc.~c-z.,t.-.~J ..NOTE:In accep!ing the transfer,,i,;,h..rllan"ce tax an,f~ture estates,prior to the death of the life 6f (Signature)--- tenant or tenant for ye?rs,'!S eVidenc~by this receipt,11 is understood thaI the Commonwealth shall .,"7":.,~.,."/:/././"/" .not be prec1u,ded or prevented from Iierealter oss,:-ssing additional inheritance tax at the death ,,!f the t<-~6~~/V-c-C-.&-:? life tenant or tenant for years :-:::henever it '?,Ppebrs that such additional tax may be legally due and ,~(tie) collectible for any.reason whatsoever.••',. !Il__~~~~.~_"_~.~__~.~r ~"_:__~""_"~.,,-_,_,__._,__~_,~__-~__., 1 Estate Tax ue from teo owing estate:'C: 307 WASHINGTON TRUST BLDG.~'~ss 2%Tax on $J~.Bank Acbt. WASHINGTON,PBNlfSYJ,VANIA 153 )1 1.436.18 86.11 6%Tax on $$ 63-68-1496 11-8-68 o.Date of Death 15%Taxon $$ J~nuary 5,1970 lfPayment%Tax on $$ ANNA VERNER Estate Tax,Act of of Decedent May 7,1927 $ WASHINGTON 86.17 y TOTAL TAX CREDIT $ \I ""'Less five percentum of tax if ks:I paid within three months after. ,.dote of death $ ........'."Plus interest at the rate of."I __%from\'.,!..,to $..:,-., ,. " 00 86.17o '0 D A ,'~TOTAL AMOUNT PAID i II.:S E A L $ilYOO~[P~@ill1f j "•.A,.' NOTE:This Tripli'cateRecei~t to befretained lor audit pur;l2,..,163-6 -.;.-.) ,•---.Received by '/t'-0~dP ~. NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the life;;;(Signature)~_. tenant or tenant for years.as evidenced by this receipt,it is understood that the Commonwealth shall I 7":~'£C-J':t./',,- not be precluded or prevented from hereafter assessing additional inheritonce tax at the death of the ~?I:"'t'~.".."'r U ~~ life tenant or tenant for years whenever it appears that such additional tax may be legally due and---<<.....::::......:...:..(.,...,'7F:........:..~...,,(T=-it-:-le....,)-W'('---------'I<...L.----==-==~.~-n collectible for any reason whatsoever. Nome Dote 0 File N Addre Remar Couni ,From: L ~-;':--:-._'-----~.--- __lRC~(8'68;COMMONWEALTH OF PENNSYLVANIA ~~:"'••I.,,J i DEPARTMENT OF REVENUENo.'A085309 OFFICIAL RECEIPT.PENNSYLVANIA INHERITANCE AND ESTATE TAX!lll==========================~{~~~~~~~~~~~-~~~~~~~~~~~~r*~~·~-~--~·~-~_·~·~_·~·~·_:~*~-~_-~-~-~dollars ~~; presenting Pennsylvania Inheritance or I( d h f II -"-----.~'-- l....'_.__.--._,._.•.__~_.•_..~