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HomeMy WebLinkAboutOC1968-1560 - ESTATE OF LAWR C C-81 (2-64) '"COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FII,.ING OF APPRAISEMENT IN YOUR REPLY PLEA8E REFER TO 37-170-l In Re: Estate of..,... ___ .....:W~IL::;::::.::L:.::I:;.;AM::.:;...,.:.:R~OD:.;ER;:::' :.=.:J!:=::C~K::..,..::I.WW=:__....,.---- _____ W.!!:!A~S~H~I:!IV~T~O~N~-__,.--County ..,... File No. 63-68-1560 Dear Mr~. Law: You are hereby notified that the original appraisement in the e~tate of William Roderick Law has been filed in the office of th~ Register of Will~ qf. Washington County on December 19 , 19 68. Said appraisement reflects the following valuations: Real Estate------------~~~~~-­ Personal Property __ _..,...~--~57~6~.2~5~---- Transfers ______ --_____ ~------~---- Total ____ ~--~------~.5~7~6~',~2~5-· --~~~ .. As to such ta~ that is paid within three death, a five (5%) percent 4iscount is allowable. remains unpaid after one year :f;'rom date of death', of six (8%) percent per annum is charged. months.from date of A~ to any tax that intere~~ at the rate Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __ _..,... __ ~D~e~c~e~rnb~eur~.~l~9~.1~1~9~6~8~---- DATE OF DEATH: November 9, 1968 ESTATE INSOLVENT Note: This is not a bill. / RCC-39 (!;,;67) r· '4 ':9MMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT LAW, WILLIAM RODERICK FilE # 63-68.;.1560 ··' November 9, 1968 SUMMARY FILE # 63-68-1560 TlEPOHT OF INHERITANCE TAX APPRAISER I. the undersigned duly appointed Inheritance Tax Appraiser in and for the County of # 63 WaSington , Pennsylvania, do respectfully report that~ 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 Dated: 12-19-68 11-09-68 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, do r8spectfu1'ly 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: 12-19-68 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 FOR. USE OF REGISTER ONLY Tax on $ !'i% Tax on $ ~1~ Tax on ~ Tax on $ lfl'% ·--' Exemptions ( ':') ·--Total Estate TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death JALANCE 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 rd~a ~??h/~/p;?/ REGISTfR OF WILLS VALUE AS REPO~rED VALUE AS APPRAISED VALUE AS REAPPRAISED $ $ $ __ .;_,57,;_b_ .• 2...;;,5:= 576.25 ----- 575.25 2,096.90 =====~=-·-======:= Estate Insolvent --------------------- ~ -------- COMPUTATION OF TAX d> t:) <t> . ~. $ $ $ ____ _ *===== ~~ *-~-~-- $====== := *--~--­$ ----~- TOTAL TAX BALANCE PAID ADJUSTMENTS (':') As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. $--~--- $ ______________ _ *--~----$ ______ _ $ NOTE: Where subsequent adjustments are made to the above computation of tax by the rtegister of Wills, for proper reason, same should be noted below, with short explanation. Will Administration t No ................ . IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF WILLIAM RODERICK LAW Deceased Late of . DONORA County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL / •. , .I ~ COMMONWEALTH OF PENNSY·LV ANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .................. .P..~.C:..~~l:>,~~---·~.?..'. ....... ~.968 DE~ARTMENT OF REVENUE BlmEAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 72 7 COUNTY ......................... !1.~.~-~-~~-~gl.J: ...................... . FILE NO. . ................ ?.?. .. :§.?.:~~.?.9. .............................. .. Whereas, .................................... :W.~,J.l~m ... ?:9.4..~.r..~~-~ ... b~.\! ......................................... late of .......................................... P.<>.~.<>.:r..~ .............................................. . in the County of ........................................ .W:a..~b..in.gt.on ......................................................... Commonwealth of Pennsylvania, having died on the ................................ 9 .... t..h ................................................. day of .................. ~9Y..~~l:?.~~ ................................ 19 .. ~.?. ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......................... W..!.?:.! ..... GP.~~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 Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes $ PERSONALTY: Checking acctount No. 55-3-789684, Donora Office of Pittsburgh National Bank. 576 25 Total 576 25 ,. Estate Insolvent form~;·~':fhbl:: ~:~;.wOl"Il ~CCO~~~: ~:; .~er~~~~th~••;•n~~d~;{ A tser ~;;_;;7 :~ ~~;; . ~~=~· ' ' I ' I ... W..I\$.JI:I:NG.'l'Q.N .... . ......... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of WILLIAM RODERICK LAW ··········-··· ·················································· Deceased. Late of DONORA Date of Death, ....... N9.Y~P..E.l.r. .. 9.J ...... ),.99.$. ................ . Appraisemel?t Docket Vol., ................. .3.7 ............................ . Page, .... 1.7~1 ......................... No ... 63.":':':.68~15.6.0 ......... . Filed in Register's Office, P~c.~roPE.l.r .... l919.9.S. .. . Amount of tax due, $ ................................................................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f,.om Appraisement, Entered and charged, i ·* ·~ '· ' "' ~ -.') IN THE ORPHANS r COURrr1 OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ESTATE OF WILLIAM RODERICK LAW, DECEASED. PETITION FOR FMHLY EXEMPTION TO P.V. MARINO, PRESIDENT JUDGE: The Petition of Rachel Law, by her Attorney, Paul M. Petro, respectfully represents; 1. Your Petitioner is an adult individual who resides in the Borough of Donora, Washington County, Pennsylvania, at 745 Meldon Avenue, Donora, Pennsylvania, 15033. 2. Your Petitioner is the widow of William Roderick Law, who died on November 9, 1968, a resident of the Borough of Donora, Washington County, Pennsylvania, at the same address set forth in paragraph 1. 3. The decedent and your petitioner were married on June 30, 1941 in Cumberland, Maryland, and your petitioner was a member of the decedent's household at the time of his death. 4. Your petitioner claims the proceeds of a checking account in the name of 11W. Roderick Law11 in the Donora Office of the Pittsburgh National Bank, which said checking account is No • .5.5-3-789684 and in the amount of $.576.2.5. I f' ('I~ WHEREFORE, your Petitioner prays your Honorable Court to direct the Donora Office of the Pittsburgh National Bank to pay to your Petitioner the proceeds of the checking account No. 55-3-789684, in the name of the decedent, and in the amount of $5?6.25 as her widow's exemption. Petitioner . '> ' r> ·-......... COlviMONWEALTH OF PENNSYLVANIA : COUNTY OF WASHINGTON . • ss: . I BEFORE ME, the undersigned authority, personally appeared RACHEL LAW, the within petitioner, who, being duly sworn, deposes and says that the facts set forth in the within Petition For Family Exemption are true and correct according to her personal knowledge. -. Rachel Law Sworn to and subscribed before me, this lOth day of December, 1968. ~rJ~rlrk A. _f. k Not£/rPubiic 'F- MARTHA 0. llCHT, Notary Pullllc My Commission Expires February 28, 1972 Donora, Washington County, Pa. . •'+-t .• ,, IN THE ORPHANS' COURT OF WASHING'I10N COUNTY, PENNSl'LVANIA IN RE: ESTATE OF WILLIAM RODERICK LAW, DECEASED. ORDER NO. 0}, 1968, o.c. * AND NOW, this ;IJI~ay of December, 1968, upon consideration of the within Petition For Family Exemption, presented by Rachel Law, widow of the above decedent, by her Attorney, Paul M. Petro, it is hereby Ordered and Decreed that the Donora Office of the Pittsburgh National Bank pay the proceeds of the checking account No. 55-3-789684 in the name of 11W. Roderick Law" and in the amount of $.576.25 to Rachel Law as her widow's exemption under Section 211 of the Fiduciaries Act of 1949, as amended. COUN1'Y ' . . , PENNA. ,, .:;- OF 1968, ~ IN RE: ESTATE. OF WILLIAM HODERICK LAW, DECEASED.; PETITION FOR ~FAMILY EXEMPTJ:ON. , :->·:3 ~~~ .:..i"'' ,,,,";( ::c:r- U-;1 ~: [!j ...... ...... -'•""' ( i -··y r---t '~~-.' L· I )"",' RCC-103 (2.-64) COMMONWEALTH OF PENNSYLVANIA· DEPARTMEI'o!T OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION ) ::._ INHERITANCE TAX RETURN FOR IN SOL VENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF WASHINGTON j This return must be completed in detail and filed in duplicate, with the Register of Wills in the County where the decedent resided within one year after date of death, unless an extension is granted by the Secretory of Revenue. Will Admn. No. 19 I, RACHEL LAW of 745 Meldon Ave. ,Donora, P?nna. (Name) (Address) l.:;~OJJ Misc. she · being du I y sworn according to law, deposes and says that 1ft is the _..s..,u.,.,r"-"-v_,i,_,v'-'i.._.n~g-=-"w .... i...,d~o...,w'-:-___ --:-________ _ (Exec., Adm., Legatee, etc.) of the estate of WILLIAM RODERICK LAW late of__,D""'o""n"-"-'7or~a~--:----=:---:---:---------(city, Borough, or Township) deceased, and that the whole of the estate of said decedent, who died on --=!:.!N~o'-v"-'e""m=b'-"e~r'--:~9~,-:-=1=-9"-6~8:._ ________ _ (Dote) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and no Pennsylvania Transfer Inheritance Tax is due. -.. ' . ' .... Sworn and subscribed before me ' ., ' .., -the .. . ;.'-". . -' l Type of Asset; ·M Real Estate}Pers. Property ,'Jointly Held Prop. or Transfers p ers.Propert'Y ........ Puhlit' Commission Expires Feoruary t.o, J.:n" Donora, washington County, ~a., ASSETS R (SignqturQ.} acne.L Law, (Attach additional sheets if necessary) Description of Asset Checking account No. 55-3-78968~., Donora Office of Pittsburgh National Bank. TOTALS REPORT OF INHERITANCE TAX APPRAISER S • • (Title) • d urv1v1ng Wl ow Department Estimated Valuation Market CAUTION Value/ (Do not writ.e in this space) ~.J. $576.25 . < $576.25 I, the undersigned duly appointee! Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the values set forth opposite. each item in the last column to the right .. Dated: Name of Payee Law Funeral Home Donora, Pa. Charleroi-Monessen Hospital Inheritance Tax Appraiser DEBTS AND DEDUCTIONS Nature of Claim Funeral bill Hospitalization for the period from 11-4-68 to 11-9-68 (date of death) / TOTALS REPORT OF THE REGISTER OF WILLS Amount Claimed $1,672.5'0 Amount Approved by Register I, the undersigned duly elected Register of Wills in and for the above County, do respectfully report that I have allowed 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 t e right, which greater or lesser amount represents the sum a II owed as a deduction. Register af Wills ~ "\ 'ii Ti;-J" J 11 • .,,· . . !. ., , .,,.i '· \ j:.. i·.., ,., , ... ,..,./ .... ' • "'\. I + ' .~ ' .. _;,.. ~ ,· . \ .... * ........... .. •• \ .. t:_l~l -..... \ } ~ _ .wr J ... :· -? \ld.,qlfnl;trciticit No. Year __ _ -l. ~,-(' '--~ -~ -~ .? ../ : :-u-7:: ~ \.,. .. -... . ... ..,-::- -. -;:.:.\~__. ~ \. 1" /~\~f IN THE \...; ..... -.~ ·:t... ... ~ ....... ' .....••• ~··: .. ?.., ....... ~ • .;- '•,,, ··" t.MA.ls'ER OF THE APPRAISEMENT *.; .. "-4 ~. l ~ ~ tl ~" ; '' \ . OF THE ESTATE OF WILLIAM RODERICK LAW. Late of Donora County of Washington Commonwealth of Penn~ylvania . REPORT AND APPRAISAL Paul M. Petro, Esq. 215 Seventh Street Donora, Pa. 15033 Deceased S-i~L:\ .' J 't' 'I j\~··~U c:~~ __ :, ll. j~;r:,S~:J 9S : 1 II I '. J 'i'£ (.. Jr CJ ~-