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HomeMy WebLinkAboutOC1968-1555 - ESTATE OF VERRONER C C-81 (2-64) , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT DANIEL A. V ERRONE (~~Administrator) IN YOUR REPLY PLEA8E REF'IER TO 37-166-7 In Re: Est ate of ______ MA.,;.T_T_HE_W_1 _VERR __ O_NE ______ _ _____ W_A_SH_I_N_G_T_ON _____ County _ File No. 63-68-1555 Dear Mr. Verrone: You are hereby notified that the original appraisement in the estate of Matthew Verrone has been filed in the office of the Register of Wills qf Washington County on December 10 , 19~. Said appraisement reflects the following valuations: Real Estate ---'------.=:.2,_, 0~0~0~. 00=.. __ Personal Property---------- Transfers-----------~--- Total ________ _;_---'2;..,,~0~0~0L.,,..ou...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 (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date December 10, 1968 DATE OF DEATH: January 7, 1960 ESTATE INSOLVENT Note: This is not a bill. qcc·39 (6-67) ; -:-;,, ~ ~ . ,1"., '""::oo>~MONWEAL. TH OF PENNSYL. VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT VERROI~E, VlA TTHEVl FILE # 63-68-1555 January 7, 1960 SUMMARY FILE # 63-68-1555 HX<:POHT OF INHERITANCE TAX APPRAISER I! the undersigned duly appointed Inheritance Tax ~ppraiser in and for the County of # 63 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: 12-10-68 01-07-60 APPRAIS6 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, •. ·!, •'STl\~ctfu1ly report that I have allowed deductions in the amounts claimed by deponent, exc·~1 1t as to those i terns where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which grea er or lesser amount represents the sum allowed as a deduction. Dated: 12-10-68 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 annuities ....... . ESTATE TAX ASSESSMENTS F0R USE OF REGISTER ONLY REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ 2,000.00 ·-$ 2zOoo.oo,_ $ _____ _ $ $ 2,000.00 =2,.~1~39~·~0~0=:~-,. 2,000.00,_ -2,139. 00:-'--.- E§;tat~ Inso1 vent ---- ------ COMPUTATION OF TAX =======,..-- Tax on $________________ ~% ~~~-------- Tax on ~---------------~ 10~ ~ Tax on i :~~ $------------ '1' ax on $ , __ lf'i% Exemptions == ('!') 1' otal Estate ------TOTAL TAX Less tax previously paid BALANCE Less ~% of tax if paid within 3 months after death 3ALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6% from to -------------- FOR USE OF REGISTER ONLY $--~-----,. $ ____ _ d> ·~======~= $-~---- *===== -:= $ _____ _ $ -----~ TOTAL TAX BALANCE PAID ADJUSTMENTS As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. $ ______ _ $---~---$ ______ _ $ NOTE: Where subse~uent adjustments are made to the above computation of tax by the Hegister of Wills, for proper reason, same should be noted below, with short explanation. --- Will Administration t No. ... .. . . Year .......... .. IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF MATTHEW VERRONE Deceased Late of. HOUSTON County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL / ; ,# .. DATE .................. J?..~.<?..~JP.:~.~~-.... ~9..:?. ...... ~9..6?. .......... . .DtPARTMENT OF REVENUE &"UREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX , • COUNTY .......................... ~.~~-~~~.?.~ ........................ . APPRAISEMENT FILE NO. . .................. 9..J..:.2.?..:.!.?..2.?. ................................... . Whereas, ....................................... JU!..t.t.h.\?.W. .. .Y.~;rr..9.n~ ....................................................... late of .......................... ~~~~-~.9.~ ........................................................... . in the County of ...................................... ~~-~-~~~?.~ ........................................................... Commonwealth of Pennsylvania, having died on the ........................................ .7 .... t.h. ....................................... day of .................... ~.~"!:19:~Y................................... 19 .... ~~-• seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................. .W. .•. R. •..... C.m.n\?.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. Description of Asset REALTY: All that certain lot or piece of ground situate in the Bourough of Houston, Washington County, Pa. marked No. 12 in Block 10 in W.B. Houston's Plan of Houstonville, now Borough of Houston, redorded in Plan Book Vol. 1, page 173, as more fully described in Deed Book 456, page 403. Unit Values $ Appraisement Made for Inheritance Tax Purposes 2,000 00 I --------------------------------------------------~--~~-----+--1 ---~~-,~--~--------------------------------------------------------------~------~~--------~---~ ~! I Total 2,000 00 Estate Insolvent ----------------------------------------------~----~------+-~1 WASHING TO~ ............................................................................................. Cou·nty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of --....-. u .. ;l..i.; ·T·l.~ONE ························ MAT--.r:ri..J!.:w ... ll. .. ............. D ecea.sed · Late of HOlJ..9.'f.QN Date of Death, ......... tJ..<l:r.l.~.cy-.... 7.'-.... J:.9.~.9. .................... .. AppraisemeHt Docket Vol., ................. 3..7 ............................ . Page, ....... l6.6.~7 ..................... No ... 6J.,68,-l55$ ......... . Filed in Register's Office, D..t3.~.t3.J;tll:J..~.~ .... +..9,J9.9..$. .. . Amount of tax due, $ .................................................................. .. DEPARTMENT OF REVENUE Received, 1 Examined and Approved, _,.... Wrote abo.ut Appraisement, Appeal ft<om Appraisement, Entered and charged, .... ~- r.-·Form No. RCC-62 (2-64lT~IS ~ORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 I I -E~~~IVE .JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) ~ I -OFFICE OF THE REGISTER OF WILLS County of ... ~ ~~J:l;l.~g:t.~J?. ....... : .. ·. of the estate of ___ :~tatt.h~xLY.er.r_Qne ____________________ whose last residence was ... 5 .. .West ___ Gr.arrt .. S: r.ee:t. _____________ _ • (No.) (Street) ~::;:;;~~~·~~hQ~fOW!hi,'----------de~~ed, rod t:~t:~ w::~:~:~:Ute of s~d dmde:, who died --~~n6-- REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN<iJES UPON EACH PARCEL AT DEATH OE ECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF•e HER OWNERS. Real Estate Estimated Value All that certain lot or piece of ground situate in the Borough ~-~ of Houston, Washington County, Pennsylvania marked No. 12 in -.. ... 11T:. .tJ!l.JA..., Block 10 in W. B. Houstonts Plan of Houstonville, now Borough ~ ~~~ -'~L of Houston, recorded in PLan Book Vol 1 page 173, ~ I f'11ll-.r rlt:>or>r.;ht:>rl ;n nAArl Rrorolzi"'A'~:::r; ·n,ou:rA ";1()'2 --Till: t? ()()() ()() '\.._"--~ ~ . -1' - I '7 C/ --~ ,., "" "" ...., . , ,._//f..:? -/6 2-J2t;,t -.r:r"' ~ < ( Personal Property None .. -'· ,.J ' 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 death and the type of account, account number and the exact name or names in which the account is registered. Jointly Held Property Transfers within TWO YEARS Prior to Death . \ ' J ' None Estimated Val~ 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 None THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF forth this fact.) DECEDENT Maria Verona,Houston,Pa. wife Yes Daniel A.Verona,Canonsburg, Pa. son Yes William Verona,Canonsburg,F a. son Yes Rose Rodgers,Houston,Pa. -daughter Yes Mary McGuirk,6anonsburg,Pa. daughter Yes Charles Verona son No Anton etta Verona,Houston,Pa. daughter Yes .. RELATIONSHIP OF JOINT HOLDERS TO DECEDENT INTEREST OF BENEFICIARY IN ESTATE • ~ RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED . NOTE· List first five items in the spaces so provided, observe notations thereon, and instructions DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN .-------~~~~-------------.-------------~------------------~----~~~-mKEGISTERONLY De.A.ngelo FuneraL Home Funeral expenses paid $ 1100 0( $ Maria Verona OTHER DEBTS AND CLAIMS Register of Wills Anthony Note Orphanrs Court Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * (*) See Note below Letters of Administration Bond Fil. Pet. to Fix Addll.Securitv Total 1000 11 20 8 2139 oc )0 DO DO 00 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. ~ Subtt<ib<d and •wmn to~''"" mn ... /G.:: ....... r ~:. . : ,day");; . . , ... . . . . MRs: .FRA~~c· s· M.· G.R.Av~· ~fritary ·rub!!c .... Canonsburg, Washington Co., Pa. c/.Q .'":/'d. // ...... ~ ......... C/~ ..... . X~IIOX:Administrator) 608 Parkland Drive •••• •.• •••••• 0 •••••• 0 0 •••••• 0 •••••• 0 ••••••••••••••• (Street Number) Canonsburg,Pa • (City or Town and State) Having been duly sworn 'according to law, I do he· is made in conformity with law on this .............. · ..... /0. .\:!L-; ... day of . . . . . . . . .;.("·~ ~~-~. ~;:z;; ;p . "/?' . 4. r ' /) ~ IV!y Commission Expnes Seple1nbet 19, 197tf /' .. -........... .(bd. . .. • . .. .. ·~·· .. ~1/:;r .... • In the event that any future interest in this estate is transferred in possession or enjoyment to col te · I 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 TH EGISTE OF WI LS I, the undersigned duly elected Register of Wills in and for. .w . . . . . . . County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amo s c aimed by depone , xcept as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule ove, which greater I ser a/4represents the sum allowed as a ded~tion. Dated: .. ~~~ .. /~./.yL{/.. ·· · ·· .. .j.#~.e..~~~ ··· Register of Wills " \' ,. . ' ,, Form No. RCC-62 (2-64) Will Adminlstration l No. · · · · · ..... Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Matthew Verrone Deceased Late ot' Borough of Houston . . ........ ~ ..................... . . County of .. 'Y?.~f?.-?-~gton ..................... ~­.. Commonwealth of Pennsylvania ::""·> r-1 . '-:--: .7"1·--= ~ -" ' I \..I REPORT:AND ~J>PRAISAL _.,_I- ' I ~ _.. --~ r ---r-w (i) ::? . " . w CJ .. ~~ -..: ~ .... > -~ ,. ,. .. ..;. .. -:1'/ I _..f... /,/I; Ill,,. J I •.t' 'I