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
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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
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