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HomeMy WebLinkAboutOC1968-1593 - ESTATE OF HAZLETTR C C-81 (2-64) COMMONWEALTH OF PENN-SYLVANIA DEPARTMENT OF REVENUE ~UREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPR.A.ISEMENT IN YOUR R .. Pl.Y PLEA8_. RIP'&:R TO 37-170-7 JAON H. VERDERBER Informant In Re : Estate o:f -.,-----=.;MA=RY=-·....:P:..:.A;;.:::U..::L=IN:::E:::..' _:.HA=Z=I .R~CT::.,;T:...,..._,.....,. __ _ ___ ___;W:.:.:A.;::S;..;H:=l.:.:.NG.:;:..T::.,;O:,:N.:,...,....,.....,.......,...,..__,....__,...,..,..,. County _ File No. 63-68-1593 Dear Mrs. Verderber: You are hereby notifieq that the original appraisement in the estate of . Mary PaUline Hazlett has been filed in the offi9e o:f the Register of W~lls qf Washington Coqnty on December 23 , 19~. Saiq appraisement reflects the following valuations: Real Estate _ __,...._...._.._.9'-"'~00~0..:.• 0~0~.....-................ - Personal Property--~~2~4~7..:.·~82~·--~~-- Transfers ___ ~~--~~~~----~--- Tot a l --....--.,.....,..-.....-"""'""r'"""·'""'Q~,:::::24~71-l. ·~8.::::2:,-, .....,....._..,...,..,... As to such tax that is paid witpin three death, a five (5%) percent dis9o~t is allowable. remains unpaid after one year from date of death, of six (6%) percent per a~nUD'!, is charged. month~ from date of As to any tax tnat inte~es~ at the rate Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ ~De~c~e~mb~e~r~.=23~,-=1~9~6;;.:::8~.---~ Si~ne~O/. ~ ~ ~ Title W.R. CHANEY:C ~PPRAISER DATEOF DEATH: May 17, 1967 Note: This is not a bill. ---------~~-------------------------~~~J R CC ·4 (8·68) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NO. A 0 3 30 40 OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND EST ONE HUNDRED FIFTY-FIVE and 17/100 .... -.. --.. -.. --RECEIVED ______________________________________ dollars representing Pennsylvania Inheritance or Joan Verderber, Informant Estate Tax due from the following estate: From:-,~ar~fT~~~~~F.lfif~~~~DJ~Ht-r-------------------------------------------------1 COURT SQUARE ARCADE Address ____________________________________ ~ WASHINGTON, PENNSILVANIA 15301 File No.63-68•1593 Date of Death S-l?-6? January 9, 1969 Date of Payment -------------------------------1 MARY PAULINE HAZLETT Name of Decedent ------------------------------1 WASHINGTON County ___________________________________ __, Remarks: S E A L NOTE: This Triplicate Receipt to be retained for audit purposes. 2% Tax on $ __ $_7..:...., 6_1_8_._4_5 __ ,p ____ 1_5_2_._:.3_7 __ 1f.i.ll 6% Tax on $ ________________ "·-----------------'Hi 15% Tax on $ _________________ $ _________________ !• % Tax on $ ________________ $ ________ _ 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 thi rate of !__%from 8-7-68 date . to ___________ _ TOTAL AMOUNT PAID Received by $ _________ _ 152.37 $. ______________ __ $ ______________ __ $. ___ ...=...3..::..... 8::.....:0:.__ 155.17 NOTE: In accepting the transfer inheritance tax on future estates, prior to the death of the life tenant or tenant far years, as evidenced by this receipt, it is understood that the Commonwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additional tax may be legally due --~__, ____ _..:::f------:=--;-;---!7------->...L--------- callectible far any reason whatsoever. "'CC-39 (6-67) CQrAMONWEAL TH OF PENNSYLVANIA " TRANSFER INHERITANCE TAX RESIDENT DECEDENT HAZLETT, MARY PAULINE FILE # 63-68-1593 May 17, 1967 . ' SUMMARY FILE# 63-68-1593 TLSPOft'l' 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 ::::::te each12~:;_:; the last column to the r!ght;z;?.s "A", "B", 05-17-67 INHERITANCE -~-~ APPRAISE~.!:...\ REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, do respectfully 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 ~1;;~ the sum allowed as a deduction. Dated: 12-23-68 REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ 9,000.00 $ 9,000.00 $ 247.82·~ 21;.7.82 ·-----~ ~T oint-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 9,247.82 ·~­ .. 1,629.37:-- 7 ,618.42._. $--~-- $ ------ ·-9,ZJ+7 .82 1,629.3'7 ==""=====·- 7,618.45 ======== FOH USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $______________ ~% $ __________ __ Tax on $ .--JQ~ ~·--_,..,=-""'""::---- Tax on ~ ?,618.45 ~ $~---..:1;..::5_2_.3::...7.:.._. Tax on $ , __ l.'"i% $ _____ _ Exemptions == (':') Total 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 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 d> ·~'------ TOTAL TAX BALANCE PAID ADJUSTMENTS (':') As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. $...,-------- $~------ $ ______ _ $ ______ _ $ NOTE: Where subsef}uent 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 .t-1ARY PAULINE HAZLETT Deceased Late of . . N. F RANKDIN TWP. ···································· ·················· County of WASHIKGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ... -~ • I •' Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE December 23 1968 ................................................................ 1 ................................. Jp:PARTMENT OF REVENUE ~ ' - .. RESIDENT INHERITANCE TAX COUNTY Washington • BUREAU OF COUNTY COLLEC'l'IONS . ............................................................................................. HARRISBURG. PENNA. 17127 APPRAISEMENT FILE NO. .. .................... ?.?..::::.§?.::::.~.?..~?. ............................ Whereas, ................................. ~r.Y .... P.~q,J.,;t_m~ ... J~~-~-~t.t. ............................................. late of ............................................... ~-~----~~~~~~!.1 .... ~~~ ........ I in the County of ............................... W.~~.h.?::P.g.~.9n ................................................................. Commonwealth of Pennsylvania, having died on the ..................... J:.7 ... ~.h ......................................................... day of ......................... ~Y. .......................................... 19 ...... ~7. seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................ w.~.~-~ ..... 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 Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ .n~J..ollo .txl.70108 acres on which is erected a frame house knonw as R.D. # 4, Washington, Pa. loca§ed in North Franklin Twp., on Legislateve Route 62131 (Sanitarium Road). 9,000.00 9,000 00 PERSONALTY: Checking account in Pittsburgh National Bank, Washington 230.40 Check No. 6107 issued by Universal C.I.T. C6nsumer Disc. 17-!±2 247.82 247 82 . Total 9,247 82 i form~~vi_;:fhbl:": :.:u:h~w~a¢~~~~: ~.~ o~~~;~12t~n~? ~ Appra1ser ~~"'":=·;;;;.·> . ;:;~: (POJt OIUce) .. .WA$I:i:I:l~"G:'l'Q~ . .. .. ..... ..... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ~~RY PAULINE HAZIETT Deceased. Late of Date of Death, ....... ~~Y. .. J7, ..... +.9f>.7 ................................ . Appraisemel!t Docket Vol. ............ 37 ' ......................................... . ,. Page, ......... b7Q~7 ................... No .. 93~.9.?.~.J59.3 .......... .. Filed in Register's Office, .P.~~-~1IlP~I.:' .... .?.J,J9 .... 9.?. Amount of tax due, $ .............................................. , ................... .. DEPARTMENT OF REVENUE Received, ... Examined and Approved, Wrote abo.ut Appra-isement, Appeal fyom Appraisement, Entered and charged, ... • Form Xo. RCC-62 (12-66) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, EFFECTIVE JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) -... -.. ... ,.__.\> OFFIC.E OF THE REGISTER OF WILLS County of ..... \Y~.s,l?-~PB'~9.11 ........ . . . . ~.Q~n )I .•.. V!=.~Q!=.t:l:;>~.t: .... · ................... of .. 138 .. Peno. . .Str.eet., .. Washingt.an •.. l?a .•.... (Name) (Addresa) being duly _______ f?_WQ_:f!} _____________________ .according to law, deposes and says thashe is the __ :;bn_t_~§_t~_t.~ __ _H~_.i..r _______________________ _ (Exec., Adm., Legatee, Etc.) of the estate of J1~X.Y_ . .P..~:!J_li..n~--_H~_?J~_t;j; __________ whose last residence was ___ R .... __ n .... ___ :ft4_, ___ Jtlash< in> g±..on.., ___ p..a_ · (No.) Street ' ----~.9-~.tlL.f..~9-.n~_lin __ ~_! ••. deceased, and that the whole of the estate of said decedent, who died _______ .M~w ___ l:> 7_+ ___ 196 7 (City, Borough or Township) Tbate 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 1.70108 acres on which is erected a frame house known as '. < R. D. #4, washington, Pa. located in North Franklin Township ' on T.Pai!=:lat-ive Ront-.P fi2l31 (Sanitarium Roan) This property 9,000.00 : -~!:f'Tq~ .. was sold under Article of Aareement dated December _6 l9_6_8_ -___t_o_ Robert w. Caldwell et ux. for _S_9, 000.00. I I (j ~~ ? lJL./ 11A "' .... C) /.., I -. I) !LI Personal Property Checking account in Pittsburgh National Bank, Washington, Pa. 230.40 Check No. 6107 issued bv Universal C.I.T. Consumer Discount 17.42 Company .:11//,.Y< -- ,-- r \\ ' ~ ~-. ------------ ~ -~ -/ ~ ------~ ~ 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. .J • Jointly Held Property Transfers within TWO YEARS Prior to Death . \ --.. Estimated Value _j 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 DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT - BENEFICIARIES BENEFJCIARIES AND ADDRESSES _ RELATIONSHIP SURVIVED AGE OF LIFE (If step-chil<l.rel'\. Qf • _ DECEDENT TENANTS OR . INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT .Toan H verdP.r.ber_ Dauahter Yes 50% Shirlev Kruse Dauahter Yes 50% - __ l I i -----~·-~~~·----~--. ---. -~··~----~---·------~-,....,.------............ ------------, __ RE:&I.DENT DECEDENT DEBTS AND DEDUCTIONS C.LAJMED t ' NOTE· List first five items in the spaces so provided, observe notations thereon, and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~----~==~~~~~--------.-------------------------------.-----,,-~~EGISTERONLY Graham P. Cowieson Reqister of Wills Goldfarb & Goldfarb OTHER DEBTS AND CLAIMS First Federal savings and Loan Association of GreenE County. J. c. McCleery Donald Morrow Simon White Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * ( *) See Note below Balance of Mortgage as of date of death. Appraisal Survey Gravemarker Total $ 1, 087 po $ 9 00 75 bo 355 87 25 )0 60 )0 17 pO 1 629 37 Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commissioJ! or debt is greater or less than the estimated amount claimed and allowed. ~( . . 1f. 1 •• '~ _1_. ~ } n // 7 Subscribed and sworn to before me this . . . . . . . . . . . . . . . . . . . . . . rv. P, .· .. ~-(Executor-Administrator) ........ (~.~ ........ dayof1~ ... ,19.~f. ' ?;w.; 4. NOTARY PUBLIC ................. (st~~~t N~;,;b~;J ................ . e.g., .. '-"-~ M" C · · ......... ' . . . . . . . . . . . . . .. . . . . . . . . ... . .o.tur.russton· -expire~ · ' .-W . May 26, 1969 ashmgton, V\!ashington County Penns •lvani (City or Town and State) Having been duly sworn according to law, I ~eby certify that the above appraisement is made in conformity with law on this ............... ~.:L.d ..... dayof .. ~-.· .:z-.·~ ... fl/>~ , ~ Ap~·'l-..,_ In the event that any future interest in this estate is transfened i ossession or enjoyment to coli · eirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to aise and assess. transfer·inheri- tance taxes at the lawful collateral rate on any such future interest. ·' Fonn Xo. RCC-62 (12-66) Will · l Administration sNo. · · ........ Year .. · .. . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARY PAULINE HAZLETT Deceased Late of .. ~Q+:t.4. f.:t;i?-PJ~:J.;i.n. 'r~WP.s.l}j_p County of Washington ................... · ........... . Commonwealth of Pennsylvania ·~ REPORT AND APPRAISAL ~ ~-. ..., ., ·-., ... .) ) -· !_ -1 ·~ '--:-I-~ ... "" .--~· ~-; ) • i r· r-· ;: ~ (/)"'-.) w '-..__; .. ...... ~ GOLDFARB & GOLDFARB Court Square Arcade washington, Pa. 15301 ;' "'· C" r ··' .. • . ~ .. ~ t , • 1 ~ t ..