HomeMy WebLinkAboutOC1968-1611 - ESTATE OF BARNHART,-··
R C C-81 (2-64)
C~MMONWEAL TH OF PENNSYLVANIA
OEPARTM~NT OF REVENVE
BUREAU OF COUNTY COLLECTIONS
IN!1ERITANCE TAX DIVISION
NOTICE OF FILING OF ~PPRAISEMENT
PERRY BARNHART Informant
IN YOUR REPL,Y PLEASE
REFER TO 37-171-7
In Re : Estate pf _ _,... __ -=S~ARA=:.:.H....:D:;.;•::.,_::B::.:A::.:R:..:.N:.:HA:.:.:R:.:.:T:.,_,_,_ __ __,._
-...----..;.;.WA;.;:;S;...;H;;.;I;;,;.N;.;;;G..;;,T..:...ON;;.;._. _ _,_.,._.....,... County -File No. 63-68-1611
Dear Mr. Barnhart:
You are hereby notified tllat the . original
appraisement in tbe estate of . Sara,h D. Barnhart
has been filed in the office of ·the Register of Will~· qf \~ashington
County on December .J1 . . , 19 68. S;:1j,.d appra,isement reflects the
following va1uations:
Real Estate ____ __.,,..,.,..,.. .. ..,.;1:;;.,~0;..:7...::;5..;.•..,;..0.,;..0__,.._
Personal Property~----~-r~------
Transfers . · ~-~----~-----~--~ Total~~-----~-~1~·~07~.~~·~0~0~--
As to such tax that is paid within three
death, a five (5%) percept discount is a:Llowabl.e.
remains unpaid after one year frow dat,e ef death,
of six (6%) percent per anpum is charged.
months from date of
As to a~y tax that
inte+eSt at the r;:lte
Any party in interest who is aggrieved by a~ appraisement may
appeal therefrom as provided by law.
Date ____ ;D~e~ce~mb~e~r~2~1~,~.=1~96~8~~---sienodd£ ~ (2 7k
~itle WR. CHANEY, ChiEF APPRAISER
DATE OF DEATH: April 12, 1965
ESTATE INSOLVENT
Note: This is not a bill.
~·~
T?.CC-:q ( 6-64) .
'r.oWONWEAIJTH OF PENN~YINANI.\
TRAN~li'F.ll INHl~RITANC~ TAX
R.~S !DENT DECEDRNT
BARNHART, SARAH D.
FILE # 63-68-1611
April 12, 1965
SUMMARY
FILE # 63-68-1611 TtEPOH'l' OF INHERI'l'A!iCF. 'fAX APPRAISER
~Jft" I~ the undersigned
·. "/ # 63 Washington
duly appointed Inheritance Tax ~ppraiser in and for the County of
, Pennsylvania, do respectfully report that I have appraised
property as reported in the foregoing return ·at -the-·val-Hes set forth
the last column to the right in Schedules "A", "B", "C" and "E".
the real and personal
opposite each item in
Dated: 12-31-68
04-12-65 INHERlTANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for _______ w_a_s_h_i_n~gt~o_n _______ __
County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts
claimed by deponent, ~xcept as to those i terns where a greater or lesser amount is set forth
in the last column to the right
the sum allowed as a deduction.
Dated: 12-ll-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)
CLE~q VALUE OF ESTATE
Valuation of life estates or
annuities
ESTATE TAX ASSESSMENTS
FOR USE OF REGISTER ONLY
Tax on $ 5:.'0
Tax on $ ·-~ Tax on $ ~<11
Tax on $ , __ lFi%
Exemptions ·--( :::)
Total Estate
TOTAL TAX
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of H% rrom
to
r or lesser amount represents
REGISTtR OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$ l,O(i}6.00_,~ $ 1,075.00 $ ---------------
1,000.00 ·-
1,298.50:-
r,o?;.oa
============~:===
Estate Insolvent ----------· -------------
*--~--
~ ---------
COMPUTATION OF TAX
$
~
$
$
$
* $
$
=====~=
~=========='===
(':') As evidenced by Chari table Exemption
Certificates issued by the Secretary
of Revenue.
$ ______________ __
$ ______ _
AMOUNT OF ESTATE TAX ASSESSED $ _____ _
Estate tax paid
BALANCE DUE
Add interest at rate of 6% from
to
d> ~'------
TOTAL TAX BALANCE
PAID
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. ..... Year ........... .
rs THE
~lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
SARAH D. BARNHART
Deceased
Late of. WASHI.NGTON .....
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
t, ..
)
,, <t' .. :-~ ...... ~.
:-:.-·_'!.,... _ _..-_._,-
i\ffibauit ®.f 1fxrrutnr ®r 1\~miutatratnr
J;tat.r nf J.rnnHylnauia, ~ nn:
C!lnuuty nf llaH4ingtnu ~
Personally before me, the undersigned authority, a ............ ~.?..~.~E!. .... ~~.!?..~.~.~ ....................... ..in and for said
County and State, appeared ...................... P.~.!:.!:Y. .... ~~.!:.9.h~.!::t.J ..... §.~!".YJ.Y.J!lg .... §.P..Q~.§.~ho, being duly
sworn according to law, deposes and says that he is thej~~xr.fim~imc~f the estate of
............................ §.~~~.~ .... P. .. ~ ..... ~~~.H~.~.r.:t .................................... deceased, that the foregoing schedules constitute a
. . Sarah D. Barnhart complete mventory and apprmsement 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.
Sworn and subscribed before me this ........ ~.:t.h..... !Q AI:J , ;;~~~;~~:~t~4h·~J:=f~!~~-~=:=K-·····-·
-1. An mventory must "be I1fed wlffi1n three monflis aTter appomtment o persona 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
lfuurutnry aull "ppraisrmrnt of the goods and chattels, rights and credits which
Sarah D. Barnhart were of ..................................................................................................... late of .................................................................................................... ..
Washington County, Pa., taken and made in conformity with the above affidavit.
DOLLARS
REALTY:
An undivided 2/27th interest in a parcel of real estate
containing 115.46 Acres, more or less, situate in West
Bethlehem Township, Washington County, Pennsylvania,-For
complete description see Deed of Malzena Kinemond, widow,
et al. to Winnett R. Kinemond, by deed dated August 20,
1926, and of record in the Office of the Recorder of Deed~
in and for Washington County,-Pennsylvania, in Deed Book
CENTS
547, page 230. · 1,000 00
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Form No. RCC-62 (2-64l THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, J
EFFECTIVE JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) . ;. OFFICE OF THE REGISTER OF WILLS ·-Yll\Shington County of ...........................
. . . . . . . . . . ~-~~~.Y:. ~~~~~~~-.· ................... of~~.~· .. !1.~ 1 •• V!~~-~~!1.~~9!l.J.. ~~~~~-~~g-~9!1 .. G9.·., Pa.
(Name) (Address)
. sworn d' 1 d d h h -h . . bemg duly _______________________________________ .accor mg to aw, eposes an says t at e 1s t e ....... SllrY~ll~ng .. spo.us.e.. ............. .. · . (Exec., Adm., Legatee, Etc.)
of the estate of ...... .S.a:.r.ah .. .D ...... .B.a.rnha.r..t ____________ whose last_residence was.R. •.. ~D.a. ... ~~-~---.}Y~§.Ui.P_gj;_gg ______________
· , _ --------(No.) · (Street)
.. Wa.shi.,.n~to.n .. Co. .... a;-.--P.a ........ deceased, and that the whole of the estate:f~;id decedent, ;h~ -died ---~P-~1l .. J.2_, ___ ),._~ 6 5
(City, orough or Towns tp) . • (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 HEI.D AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
An undivided 2/27th interest in a parcel of real estate con-
taining 115.46 Acres, more or less, situate in West Bethlehem
I
Township, Washington County, Pennsylvania, for complete de scrip-' I
tion see Deed of Malzena Kinemond, widow, et al. to Winnett R.
Kinemond, dated August 20, 1926, and of record in the Office of
the Recorder of Deeds ~n and for Washington County, Pennsylvania,
f'V_,/) \, S\1 1 'ono nn -in Deed Book 547, page 230.
A ..,J "')_fn/_,~J. A ~J~ ... I ......
,<.,..,
,..--,~ ,vy""' 1/ -... ~ J If.:) o_;_rl . .~if/ ..
~ '7 w.AtA b.
~ ~ 1~70:~ .L -I t7'-' fJ 7J.·
r ...
------'
..
Personal Property ; --
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N ' I i E \ v J
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/ / I • . /
~ ----l .~ • -" .. ,, ' -----
'· .. . --. -· ' I
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NOTE: You may expedite the processing of this return by filing wit]} it, tand,al? a part of1the r~turp.,
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 narries in
which the account is registered.
~ -------------·-
-~-~-~-·----------------------------------......
Jointly Held Property Estimated
Value
0 :• ., .. . -"--·.'.
N
v
N •
E
' .. -.
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-
Transfers within TWO YEARS Prior to Death
-
.. -..,
N -t
0
N • ( (
E . -\ (
L ~ \ (
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That -at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly wit~, 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
n ... ,
,..
-VN_
E
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or 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
Barnhart Surviving Spo ~se Yes -2/8lst Perry
R. D. #4, Washington, Pa.
Velma Eileen Morris Daughter Yes 1/Slst ;
Aldine Lorraine Hundertmark Daugher Yes 1/Slst
Roy: Russell Barnhart (Minor) Son Yes 1/Slst
R D.#4 Washington, Pa.
Lu Ann Barnhart (Minor). Son Yes l/8lst
R n #4 Washin£:tton.Pa.
RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
Nd'tE · List first five items in the spaces so provided, observe notations thereon, and instructions. --~~--------~--------------,-------------,(" DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN .-----------~---------------,----------------------------------,--------.--ID~EGISTERONLY ..
John H. Shrontz, Fun.Dii.Funeralexpensespaid $ 997 25 $
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
S. E. Murphy, Esquire
OTHER DEBTS AND CLAIMS
Mary L. Francis, N. P.
Kurtz Monument
Administration Expenses *
Counsel fees *
Fiduciary commission *
( *) See Note below
Affidavits
Monument
Total
25 00
I 2. 2,5·
265 00.
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.
Subscribed and sworn to before me this ..................... .
. . . . . . . . . . . . 7.. l41 ...... d~y o~V.tllllb~.r ......• 19. 9.1l ···········~·········d_ ..... ~ .............. .
Washingt , Washington Co., Pa.
My Commi sion Expi~es: April 1, 1972.
Surviving Spouse
.............. R •.. n ... #.4 ...................... .
(Street Number)
Washington, Pa. 15301
(City or Town and State)
Having been duly,s_;vor~ccording to law, I do here7f':tify that t5 ~hove appraisement is made in conformity with law on this ............... J.~ ........ dayof ........ ~ .............. ,19;;c:; /) ~ ....... ~.~./. .. ···~z· ~-.~ ./.f.? 7~·· App ser
In the event that any future interest in this estate is transferred in possession or enjoyment to collatera irs 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 tra~sfer·inheri
tance taxes at the lawful collateral rate on any such future interest.
I, the undersigned duly elected Register of Wills in and for. . . . . . . . . . . . . . . County, Pennsylvania, do respectfully
report that I have allowed debts and deductions in the amou claimed by deponent, exce11 as to those items where a greater or lesser amount
is set forth i~last column to the right in said schedule above, which greater or lesser ~riepresents th~ su~wed as a deduction.
Dated: ...... ~~c ..• $./ .. /9-.c'd.../) ..... {..~~·········~····· /" Register of Wills
1
' Form No. RCC-62 (2-64)
-;
. wm l Administration . f No. · · . . . . . . . . Year .....
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
' ~
~I , · · · · · · · · · · ·, · · · · · · ·. · · · · · · · · · De~~~~~d · · · ·
.L3;te of ............................... .
·county of
Commonwealth of Penl}sylvania
<"-------------:::--
REPORT~AND APPRAISAL ) . . ,
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DATE ....................... ~<::.~~~~!. ... .?..~.~····· ~??.?..
•· DEPARTMENT OF REVENUE "
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 7 7 7 2 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TA.~
APPRAISEMENT
NTY Washington cou ······························································································
FILE NO •............................... §.?..:.??.:.~.§.~! ................... ,
barah D Barnhart Washington Whereas, ............................................................... ~ ....... ~ .......................................................................... late of .............................................................................................................. .
in the County of ..................................... ~~~.~~.~~.~?.~ ........................................................... Commonwealth of Pennsylvania, having died on
the ............................ J..? .... t.h ................................................ day of .................. ~Pi.!~.~ .......................................... 19 ... ?.~ .... seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ....................................... W.~R.~ ..... Gh~P:~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 Purpo1es
$
REALTY:
An undivided 8/27 interest ina parcel of real estate con-
taining 115.46 Acres, more or less, situate in West Bethlehem
Twp., Washington County, Pdnnsylvania, for complet description
see Deed of Malzena Kinemond, widew, et al. to Winnett R.
Inemond, dated August 20, 1926, and of record in the Office of
the Recorder of Deeds in and for Washington County, Pennsylvania,
in Deed Book 547, page 230. 1,075 00
( .
Total 1,075 00
Estate Insolvent
I
fonn~;·:.':~hb~': ::1ih:~ :&~~~~~· ~~ o~~ t~i><>~· ~=r~~~~?
·~ Appraiser .......................... z ............................................................................ ~~ r~';'='' , Penna.
~ '~ '.I
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
SARAH D. BARNHART
Deceased.
Late of
WASHINGTON
Date of Death, ............ ~.P.~.?+ .. ;L.?~ .. :t.~?..?. ................... .
Appraiseme11t Docket Vol., .............. .3..7 ............................... . f
Page, ..... +7.+~.7 ..................... No .... 63.~6.8~.l6ll ........ .
Filed in Register's Office, I?~.C::.~.Ill.l:>.~~ ... ~J..:,J9.9.?.
Amount of tax due, $ ................................................................. ..
DEPARTMENT OF REVENUE
Received,
..
Examined and Approved,
Wrote abo.ut Appra.isement,
Appeal f1'Dm Appraisement, Q
Entered and charged, .... ' I