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HomeMy WebLinkAboutOC1968-1556 - ESTATE OF OLDOCK' ! ~ I '. ; ' '' RCC-81 (2-64) ·COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA8E REP'IER TO In Re : Estate 0 f ______ M_'A __ a __ Y__;:_O"-'~t OOCK~··;;;.;·---· ::::la/r....;k:;:!/._::a::__ ___ _ ______ WA_·,s_f_ll_n_-o..,ro_-_N _____ county _ File No. 6.;.6e .... lSS6 You are hereby notified that the or.ir~n&l appraisement in the estate of Mary Oldock a/k/a has been filed r.in the ~nee of th~ Register of Wills qf Wa.aM.ns::.ton County on )ccombe~ , 19 °~ Said appraisement reflects the following valuations: Jt. Held Real Estate ~!,500.00 --~------::__ __________ __ Personal Property __________________ __ Transfers __________ ~~~~~-------- Total --------------~2~~~s_oo_· __ ._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 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 _____ D_e __ e_en_.,_~_o_~ __ l1~1~l~96_S~------- DA'l'E OF m~A'T.H: Note: This is not a bill. OLDOCK, RARY a/k/a SLDAKOWSKI, MARY FILE # 63-68-1556 "'CC-39 (6·67) ... ~0.-.IMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ~ December 20, 1965 SUMMARY FILE# 63-68-1556 fl.J':POHT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser 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", "C" and "E". Dated: 12-11-68 12-20-65 RRPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, do r•'spec:tfu1ly report that I have allowed deductions in the amounts claimed by deponent, except 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 greater or lesser amount represents the sum allowed as a deduction. Dated: 12-11-68 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) CLEA~ VALUE OF ESTATE Valuation of life estates 6r annuities ESTATE TAX ASSESS~ffiNTS , FOR USE OF REGISTER ONLY ~~~ REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ ·~ $ $ --~--------~- 1,720.00 2,500.00 2,500.00 ==2=• 6=6:E1=. i=:::·O=·-======:= J ,720.00 ESTATE ;LNS_QLV=EN:::..:·T~--- $ __ _ ~ ------ COMJ'UTATION OF TAX Tax on $________ 15:% ~~-.:.......-~~ Tax on$ , __ lOfo ~~----- T (LX on ~ . @ $-~-~-- Tax on $ , __ lR% $ Exemptions :..-:...... (':') Total Estate __________ __ TOTAL TAX Less tax previously paid BALANCE Less 15% of tax if paid within 3 months after death 3"\LANCE OF INHERITANCE TAX DUE Add interest at rate of H% 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 $ ____ _ rl> '~======:= $-~--~- $=====;=:= $ _____ _ d> ~'------ TOTAL TAX BALANCE PAID. ADJUSTMENTS As evidenced by Charttable Exemption Certificates issued by the Secretary of Revenue. $ ______ _ $ ______ _ $ ______ ~ $ $ 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 t No. ... Year .......... .. IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARY OLDOCK a/k/a ........... ······················ .... ······· D~~e~~ed Late of . . . . . . . ATLASBURG . . ........ . ............. . County of WASHINGTON ................. Commonwealth of Pennsylvania REPORT AND APPRAISAL .( " t ,_ .._.,__. .. - . --'··-. -,.._.!_ • ...t-~ __ ·:--=~~.\:·'! .. ~"' .. $ •.. ~i7"fL~:::."' _ __ .~~.-,:!.~~-~-_._ __ Jb ..... ~_J DEPARTMENT OF REVENUE Fonn RCC-2 .. COMMONWEALTH OF PENNSYLVANIA I DATE .................... .P.~.C:.~~.~~ .... ~.~ ...... ~?.?.?. .. ,. ' I # RESIDENT INHERITANCE TAX COUNTY ............................ ~~~.~.~~.~:~: ............... . BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 77 72 7 APPRAISEMENT FILE NO.~·"···············§.?..:.~?.:~.?..?..?. ............................ . Whereas, ..................................... ~.Y. ... .9..~4.9.g.K .. ~./~/~ .................................................... late of ................................... ~~.~.~.~.~~.~ .......................................... . in the County of .................................. ~~.S..~~gY.g~ ................................................................ Commonwealth of Pennsylvania, having died on the ......................................... ?.<? .... ~~ ................................... day of .............. P~.~~.~.~:r. .................................... 19 .. §.?. ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... , ........... W. .•. R. ...... C.haney: ............................................................... , 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 Unit Appraisement Values Made for Inheritance Tax f>urpoaes $ BXxmx JT • HELD: All that certain lot of ground situate in Smith Twp., Washington County, Pennsylvania, containing 0.20 acres and having erected tiler eon one two stnrv frame dwelling knownaas House No. 84, Atlas Mine Plan of Lots. For full and complete description, refer- ence is madeto deed from Carnegie Coal Corp., a corporation, to Mrs. M~rv Oltinr>k .:mn Vi ~t.ol" Oldock her son. dated November 10, 1943 and u of record in Deed Book 693, page 580. 2,500.00 2,500 00 .. ·Total 2,500 00 Estate Insolvent fonn~;·:~hb~~ !:1fh~swortl ·~~ Ia~, ~:; o~·~ .. ~~~~~~~~~:~·~·~ . ~ ... ~ ;zzzz-··········· ............................. ( M umber Stroet) """" -;;r·· .. .. ...... . . . .................. , Penna. ( o.t Oftlce) ' ! ', I ................ WAS.HINGT.ON ..... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ~~X .... 9.Y.J..9.g~ .... a.l¥-::IC3: ................................ . Deceased. Late of ATLASBURG Date of Death, ..... J,)~Q.~.m,P.~;r .. ~~~-----~.9.§.?. .............. . Appraisemel!t Docket Vol., ........... ).?. ................................ . Page, ....... J-:9..9.~.$ ....................... No ..... 92.::::~.~~?..?..~ ....... . Filed in Register's Office, D.~<?.~P.il:>.~:r. .... ~-~.1~.~ .. Amount of tax due, $ ................................................................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal j1'om Appraisement, . Entered and charged, .... .;· -......... _ .... --~~----. ;. .y .. ..:;_i~ ~-_.._._-.~-~--l ,.., .,__ . __ :..:;... ·:·" ~~~~~-Z-.~ -~.:~~~:: ~---~-__:-_· _:::_ • ~ 4 =-~ :·, ;::.-;_ ---, . ·'·:· .. I ~ £ ~· --·"-- RCC-1 03 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMEII!T OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION > " INHERITANCE TAX RETURN FOR IN SOL VENT ESTATES ONLY OF RESIDENT DECEDENTS •. This return must be completed in detail. and filed in duplicate, with the Register of Wills in the County where t year after date of death, unless an extension is granted by the Secretary of Revenue. no Pennsylvania Tra-;;sf!r Inheritance Tax is due. Type of Asset: Real Estate,Pers. Property ,Jointly Held Prop. or Transfers Jointly Held ASSETS (Attach additional sheets if Description of A~IP"!!.,f All that certain lot of Townshipi Washington County, Pennsylvania, containing 0. 20 acres and having erected thereon one two story frame dwelling known as House No. 84, Atlas Mine Plan of Lots. For full and com- plete description, reference is made to deed from Carregie Coal Corp., a corporation, to Mrs. Ma Oldock and Victor Oldock, her son, dated November 10, 1943 and of record in Deed Book 69 3, page 580. The fair market value of the undivided one half interest of the decedent is p~.-...,···r ruo SoCial Security Benefits TOTALS (Title) Value $A, 720.00 •1 REPORT OF JNHERITANCE TAX APPRAISER ,2. f) 1 j partment Valuation CAUTION (Do not writ.e in this space) I, the undersigned duly appointee! .lnh~eritance, Tax Appraiser in and for the above County do respectfully report thc;~t I have appraised the real and personal property as reported i"n the foregoing schedule at the values set forth opposite each item in the last column to the right. Dated: Name of Payee Lee Funeral Home Isadore Lidsky, M.D. J. K McCarrell, M D Cleveland Anesthesia Group Mount Sinai Hospital John D. Woodward, Recorder Edward V. Sciamanna Inheritance Tax Appraiser DEBTS AND DEDUCTIONS Nature of Claim Funeral bill Medical bill Medical bill Medical bill Hospital bill Transfer tax and recording of deed Attorney's fee TOTALS REPORT OF THE REGISTER OF WILLS Amount Claimed $ 920.00 300.00 160.50 75.00 1, 104. 75 26.45 75.00 $ 2,, 66l .. 70. Amount Approved by Register I, the undersigned duly elected Register of Wills in and for the above County, do respectfully report that I have allo.wed deductions in the amounts set forth in the above schedule as claimed, except where I have set forth a greater or lesser amount in the last column to the right, which greater or lesser amount represents the su~ed as a deduction~ Date of Approval: a/~ « /P~/ 'WvtK1_de_ ~~ I Register of Wills ? \' ' .. . , . Will } Administration · ·. No. Year __ .. _: : r.; ·. IN THE f\ ... '' £ ::;,. ~.;·< 'J .• • ". M~ATTER OF THE APPRAISEMENT ""· c "" ....... '•" ~ -l' .. ' ·-~:.·cr-.·c. '·'' ~,, L; . f. ,,, '''·t ,,~\ '''""'""'' OF THE EST~TE:OF. MARY OLDOC.K~-a/k/ a MARY OLDAKOWSKI~ · Deceased Late of Atlasburg County of Washington Commonwealth of Pennsy1vania REPORT AND APPRAISAL . EDWARD V. SCIAMANNA, ESQ. 222 Washington Trust Building Washington, Pennsylvania 15 301 ;· i- 1.' '"' l~ ~ ' ·1. ~ ' I .- Sl1:/,\ .:JO H31SID?t: o;;! ~f·t~-l -nJss~;:.i ? t • c IP ··· · :1 • r··: r-· .":T lJ 1111 c. ,:J c ., I.,_ , r.. .. ·~ 0 ~~-., ·-I I . I .. ~ ' t ..... .• ~ ! " .. , '""),..., ' .