The URL can be used to link to this page

Home My WebLink AboutOC1968-1596 - ESTATE OF STRENNEN• • RCG-39 (!5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of STRENNEN. STEPHEN JOHN (Last Name) (First Name) (Initial) SUMMARY DATE OF DEATH 12-8-68 REPORT OF INHERITANCE TAX APPRAISER FILE NO. 63-68-1596 I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 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: 09-09-69 ------~12~-~0~8-~6~8-------- REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greade . r lesser a.mount repres.ents the sum allowed as a deduction. ( _. ,. /7 £? ~ { Dated: 09-09-69 · "~ /J?tf~ REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ 8._88_1 50 $ $ ____________ -+--- 8.887 .50 Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 8.887 50 2.836 01 6,051 49 annui~ies................... $--------+--- ESTATE TAX ASSESSMENTS $ -------"--- 8.887 50 .3.836 01 6,051 49 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ ---------,,...-.,~-+---2% Tax on$ 6.051 k-9 ~ $---------~~--$ ___ ___..3:...::;~63'-+=09L-- Tax on$ 5% $--------4-- Tuoo$ lK $ _______ -4-- Tax on$ 15% $ _________ ~--- ~~ptioos * Total Estate ______ ----JI--- TOTAL TAX $--------~--- Less tax previously paid $=======+==== BALANCE $ _________ ,_ __ Less 5% of tax if paid within 3 months after death $========= (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE 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 ------~10-------- $------~--- $-------4~ TOTAL TAX BALANCE $ -----+--PAID $ _________ __J_ __ FOR USE OF REGISTER ONLY ADJUSTMENTS 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 ( No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .. STEPHEN . JOHN .. STREE.NEN ... Deceased Late of. .. SCENERY .. HILL ... County of . ........ WASHlNGTO.N .. . Commonwealth of Pennsylvania REPORT AND-APPRAISAL • i· I Fonn RCC-2 ~EP.AflTMENT OF REVENUE COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX. DATE ................... $.~p~~JAQ~.:r. ..... 9 . .? ..... J.9.9..9. ............. . "~ BUREAlJ OF COUNTY COLLECTIONS ' . COUNTY .................. ~c:J:.~!J:~:r!.g~.?..~ .................................. . HARRISBURG. PENNA. 7772 7 APPRAISEMENT FILE NO. .. ............. 9J..::.Q.$.::+..5.9..f?. ....................................... .. Whereas, ................................. $t..l11Ph~JL.J..Qhn .... $.t..r..~nn.~ ........................................... late of .................................. 9.g.~-~~_cy:_ ... ti;!;t): ................................. . in the County of ....................................... W9:1?.htP..gt&n .............................................................. Commonwealth of Pennsylvania, having died on the ................................. $. .... t.h ................................................ day of .................... P.~2.~P.~.~.............................. 19 .... 9..?.., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......................................... W..R. ....... Chane.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 Pur poles $ PERSONALTY: 200 shares Niagara Mohawk valued at $22.00 4,400.00 100 shares Public Service Electric valued @36,375 3,637.50 1967 Ford Sedan MfR:. 850.00 8.881.50 8,887 50 Total 8,887 50 form~~"!,~ 7.~ ::%:Owe>r!l ~~r~,it':· ~.~ 0~~~~ c:r~,;~~he a ..... ve~pj)fllise;;: ~~~ ~ .~7./.<...... .. ........ ~-r..y:............. .. .. . ...... ~ .... ~ .............. Appraillt'r ............................. 2 ...... : .... 2 ......................................................................................... 4'.4:-/ L., ...... . ...~~-~-~;,: .. :~ ... ~~-~~~t·>· ................................ , Penna. (Post Oftlee) - ----------~ WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of STEPHEN JOHN STR.El\TNAN ~-- Late of Deceased. ........................ $C.~2RX. ... H.::I:.I.+. ... ····································· Date of Death, ........... P.~.9.~m.P.~:r. .... $., ... .l.9f?.$. ............ . AppraisemeHt Docket Vol., ............. .3..7 ............................... . Page, ..... l7.~~8 .................... No .... 63.~.68~l5.9.6 ........ . Filed in Register's Office, ... P.~P.t..~ .... 9 . .~ .......... 19 .. 9.9 .. Amount of tax due, $ .................................................................. . DEPARTMENT OF REVENUE Received, .... Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, ', i - ~ R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT GLADYS IRENE STBENNAN (Executor~ IN YOUR REPLY PLEASE REFER TO 37-171-8 In Re : Estate of ________ ....!S::::..:T!:..=E~P~HE~N_.:J~O~HN~..!::::S:..:.T.:.!:RE!::!:NN~rAN!:i· l!..--- ---------l!.IW..D.AJ.!ISHu..I~..~:N~GL.I.'ID:I.LNIL.-___ County -File No. 6-68-1596 Dear Mrs. Strennan: You are hereby notified that the original appraisement in the estate of Stephen John Strennan has been filed in the office of the Register of Wills qf Washington County on . September 9 , 19 69 • Said appraisement reflects the following valuations: Real Estate -------:---:,.-:-=:,--,.,-,----- Personal Property __ 8~,~8~8~7~·~5~0~---- Transfers _______ ~~-------- Total _______ ~.~8~,~8~87~.5~0~· ----- 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 ____ ~S~e~pt~emb~e~r~9~,~1~9~6~9 ______ _ £2¥.: APPRAISER DATE OF DEATH: December 8, 1968 Note: This is not a bill. / -·· '·· ' . ' ! /j I lAST \VILL AND TESTAi1IENT I, STEPHEN JOHN STRENNEN, of Scenery Hi'll, Hashington County, Pe!1nsylvan:La, do melee this my Last Hi.ll and Testarnent, hereby revoking in full all wills heretofore made by ~e. FIRST: I direct my Executor or Executrix, hereinafter named, to,pay my debts and the expenses of my last illness and funeral. SECOND: I glve, devise~ and bequeath unto my wife, Gladys Irene Strennen, all the rest, residue, and remainder of my property, real, personal, and mixed, of whatsoever nature or kind,. and \vheresoever s:L tua te, of \•7hich I she: 11 die seized snd oossessed. or of which I shall be entitled to dispose at m'.~1 ..L . / ... decesse. THIRD: In the event that rny 't·.Jj_fe, '"'lad·us T·..-enP l..:r . .I _.._ • -St:cen;:le~cl, shall die du;:-j_n:; my l:Lfet.:LtT;e, .or shall d:i_e s:>mltaneousl::)' \·7:tth llie, or in t~e event that oy said w~fe shall not surv~ve me by at lens;-,_,1~-· -~-~c: 1.-'...! .L. •·. L)' (30) days, I g~ve, devise. and bequesth all the rest, residue, and reoaindsr of my estate, aforesaid. to ~y adopted son, of P\.. D. )1,1 -;r ' Scenery I-I:Lll~ end 1 • !1).8 he:i_rs. FGURTH: I nom::.na t:e, COl!Stitute .1 . • .. -ana appo~nt my w~~e, Gl" c1vs Irene 3 tJ~er•.r:en, tD be Executl·:Lx of t~1:Ls ov Last H:L 11 and C\ 'J - In the event that she is unable to serve reason, I hereby nor;-,::_nate, constitute s.nd ~::ppoint ny adopted s,Jr', J ~-·--··en C'j--~o-,~-1"''·) ti)'D·"' E:~'t:'CU ... Lo-~ '~.L.r:: t11.;S [,,,, T"'S'L·-r ... ,7·.:_1l "'Pd Tr->o:::t~r,,:e,-n_,.-;-c-:.1: u. u -L~lt.!.. :_l.. , ... · ._ \-1.. v _ .;_ ~'J L..:::. __ 0.-1 -~ ._ .. _ ... ._ IN HITJ:.TESS ~.Jl-IEREOF, I, the sa:Ld STEPHEN JOI-m STP.Et·Tl';En, have to th:Ls my Last 1:-I:i.ll and Testc.Dcnt, set ''lY hand and se,zl ;.I ! I f~ .. this _...;_. _dcty of-~' and Sixty-seven (1967). G/ · One Thousand Nine Hundred In our presence Stephen John Strennen signed this and declared it to be his will and now at his request, in his presence and in the presence of each other we sign as witnesses. ~P:1!-UI~'k!~/L.4" ,-. 0-·----~ · "'{~7-J:.es.,_aen.._e V , ~~~71· tr.:IJ~~·ll_li~~e:.. · Res1den~ ~ • 0 Residence ~----------------·--. ----··· ------ ci (.)<0 ..... c ., 0 ..... to. .... c N ·-..... .c :I: "' .c (/) "' u 0: :;!:: :a ct: c :::;: .... 0 .. ..... ... .. 1>.0 ... ..; .: ·a. . ~ ~ ct: "' c 0: 3:: 0 >-• ·c;; ~ ~ ·§ ::s E c. 0 ~(.) "' >oi o::iE z: G:, 3---~ g--;sri l\ffi~auit ®f 1£xrrutnr ®r l\bmiuiatratnr ~tate nf Jruu.ayluauia } Qtnuuty nf lht.a~iugtnu .n.n: Personally before me, the undersigned authority, a .NQ_t;a_ry __ .P.JJb.l_ic _________ in and for said County and State, appeared .. G.I.A.DYS .. .IR.ENE. .. .S.TRE..N.NP'~---------------------------------.. who, being duly sworn according to law, deposes and says that she is the executor or administrator of the es- tate of __ S..TEl'.lJEN..JO.lU.~ .. :Sl'.R.EN.NEN. ______ deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of --------------------------------------------· deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor Administrator. -···. hi~::;(ui ~ ~ -Sworn~-= d subicribed~before me t 'sv. ..... ~ ............ } ~ "'-. ' ~ ~£· '~ !J 'day af './A(]JI~~~1""' 19 6'1 · . · ...... ... .. ................................... . ~ { 1-......... x: .. ·::_;:.:j; .. S(... .. .. /'.. .... Executor-Administrator ....... .. . -rg;:~-2..~~ ,.................................................. - : .:': .·/;,_"::} ADDITIONAL INSTRUCTIONS 1. An inventtr{must be filed within three months after appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 Juurutnry auil .1\pprai.atttttut of the goods and chattels, rights and credits which were of .......... ~-~-~Ph~~ ... J.9.b.~ .. -~.t~.~~~~~ .......... .late of ... $.~~-~~.rY. .. Ji.tl:J.., ......................................... . Washington County, Pa., taken and made in conformity with the above affidavit. DOLLARS CENTS REAL ESTATE None PERSONAL PROPERTY 200 shares Niagara Mohawk valued at $22.00 100 shares Public Service Electric valued at 36.375 1967 Ford Sedan Mfg. No. 7Kl0Tl31091 Title · No. Al8577269 4400 00 3637 50 850 00 ~ ~~~f 1 ~6 L__ ______________ ~ ______________________________________ _____._., __ _!L ______ I__ ____ ------ / ,, £ d-.... :b 6961 031!-J • ..,J .1, ., Fonn No. RCC-62 (12-66) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 18, 1981, EFFECTIVE .JANUARY 1,1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) ~ ·. ;, ... OFFICE OF. THE REGISTER OF WILLS. County of .. ~~q ~P.~r:t8."~C?~ ........... . . . . . . . 9.~PX$ .. r.~~NE;. ;:;:r:~~-~N ............... of . -~··· .:Q ••• .fn., .. Sf!.~~~.r:y . .lii~.l.,. P.Cl, ......... . · (Name) (Address) being duly _____ c ___ SNQRN_ _________________ .according to law, deposes and says that he is the ____ E_x.e.c.u.t_rix ________________________________ _ (Exec., Adm., Legatee, Etc.) of the estate of __ ?.!~?.Ji~~--_.JQft~ ___ S:f_Rf::_~_N _______ whose last residence was ______ B._! ___ p_~----~1-------------------------------------(No.) (Street) _______ Sc_en_e_ry ___ Hil~---------------·deceased, and that the whole of the estate of said decedent, who died ___ !_?/~/§_? ___________ _ (CitY, Borough or Township) (Date) 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 Aim RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value NONE !' I I f i \ Personal Property 200 shares Niagara Mohawk valued at $22.00 $4400.00 100 shares Public Service Electt.ic valued at 36.375 3637.50 1967 Ford Sedan Mfg. No. 7Kl0Tl31091 Title No Al8577269 RSO 00 / yg y7, ~0 .. ' - 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. Sueh 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 Estimated~-..... Valu~ ,..,.._ ·--1966 Victor FK Mobile-home · 51 X 12 Serial No. C-7569 NONE ' - (Held b~ entireties) ~A .J'-4A J _./ ~ 1J ff' ~~-}l Jl:) ' ' ~dLi L~AA'l g_ ~-/,. .. , 7f ~ -(/ ' - Transfers within TWO YEARS Prior to Death NONE 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 ~1.:=tchr~ TrP.nP. !SrrP.nnPn 1rJi fp VP.~ ~ '. - - RELATIONSHIP OF JOINT HOLDERS TO DECEDENT INTEREST OF BENEFICIARY IN ESTATE Rnrir,:> ,. . DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE: List first five items m the spaces so provided, observe notations thereon, and i11st:r;uctions. DEBT OR CLAIM NATURE OF SAME • AMOUNT THIS COLUMN ~------~~~~~------~----.----------------------------------,--------.--ro~EGISTERONLY Kenneth Thomson OTHER DEBTS AND CLAIMS Russell Marino Washington Co. Reports Observer -Reporter Russell Marino Walston & Co. Bell Motor 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 Probate Will and short certificates Advertise Letters Testamentary Advertise Letters Testamentary File Inventory Transfer of Stock Total $ 1054 00 $ 1000 · bo 12 pO 14 PO 14 DO 41 51 700 ~0 o/ 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. .(f./) '.~.-.!.~.~ ~ecutor-Administrator) .e!J-·1····~.~--/ ... /'-./. ........... . (S~ber) s}h,~ .~.-tZ .. IS.~/,{) ( ty or Town aM State) ,. Commission Explles IYiaiC' ' Having been duly Y~ ~c~·ding to Ia'!f. I do h~re~e~ifL~_ ~~o:e appraisement i~~e in conformity with law on this ....................... .z.-r. ..... dayof ....... ~········./?:19 .. :Y. ~ ~v~ ~/ .. (~ ...... ~.~~~~;r····· In the event that any future interest in this estate is transferred in possession or enjoyment to col~l heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby exp1·essly reserves the right to appraise and assess transfer-inheri- tance taxes at the lawful collateral rate on any such future interest. f. ,~:· •t.., l. •. Fonn No. RCC-62 (12-66) Will Administration \No. · · ........ Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .. S.t;fi!phe~ .. J9AQ.. S.t;J;~A'Q~A ........ . Deceased Late of .. SceneJ:.y.. H:i.l;l. .............. . -{,0 County of ..... Wf:J.fib;i..Q.~Q'Q ........... . :::0 (/) _,.., :::0 f1"1 oc: :n Commonwealth o~nnsylvania --rt ,..,:-.,.., -:::of= w -.a-.. I ""lj-::.. REPOR~AND ~PRA~ r-;c: ~0 w 0 .. w V1 .... ;" .... ,.;,··i-1("\ .... ;·.,. ..... ..... . -. . :: ... r·,.., r \ ... ; :'-; ~ ,. .... •. I \. ' .. - \ \ ; ...... ~ ~ .. ,.I 'i,/ "•~. . .,••t \~,J ,,"' ~, /· ...... ~~-'1" ,'-',,, l' t'j r \\ . ,,•' ,,,,, t 1-t'' If' I I Ill I If t 1 -11