HomeMy WebLinkAboutOC1969-0058 - ESTATE OF JONESForm Xo. RCC-62 (12-66) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS U-NDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, j
EFFECTIVE JANUARY 1, 1962. (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) ../
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,..:", OFFICE .. OF THE REGISTER. OF WILLS
. --County of :·.WASJ;Ill'fG:CON .... -..... -: .. j
T~J.r:IMcc -,.., ; JONES :... . -~ ----·-~ .. ·of • P. o. :Box-~289 , .. ,.
1 111 1 .~ .. ,.. n~~~,t·"'"'• 1 I I I I I I I I I I 1°1 I I I I 1\ I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I 1 I I I I I I I I
(Name) (Addresa)
being duly _______ $..WQ.~fk. .... :~-~---"-----:. .. according to-law, deposes· and ,says that he is-the -~~pQ;_-;;!l.9.~_.J.g_;_~~---:.t~~~~~-----CExec., Adm., Legatee, Etc.)
f •· ( f Cl\Jfllll/\ Tc 1\ 1\T "TQ·Ncc -- . -h. . 1 : '·d-·-. '400 F.!ll i, ·Qw£io·1 ...:~ /\vonuo o the estate o ______ M}:Y.~-->-~~OA.'!. •. >-~. ---~-----------------w ose ast res1 ence was--------------'!!'l*~ --------Y-,-•!.!o., .. n.: •. ~-----!'o-------CNo.l Street
<;.h~~~~-~Q_;_ ______________________________ .deceased, and that the whole of the estate of said decedent, who died ---~_::!;Y-___ ?.~_, ____ !2_(j7
(CitY, Borough or Township) (Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANeES 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
NONE
. ------. -. . --
I :;._ ,, ---,_, --. --( ..
Personal Property
NONE
-------
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.
Jointly Held Property Estimated Value
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Field Finance Corporation, Savings Certificates ,
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15 at $500.00 each or $7,500.00 held as .follows:
James R •. Jones or Emma J. Jones (sister) or < .
0 1-Neil (niece) joint with the right: . c;: .1-6/1·0 -Gl.~dys Bautz as/tenants 0 ,,
of_~~~i~~rsfui.p and not as tenants in common. b\.~ $:% , ~ee .eo
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Transfers within TWO YEARS Prior to Death
NONE
That at the time of death there was no safe deposit box registered in 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
Mellon National Bank & Trust co. James R. Jones brother
Fifth Street Emma J. Jones sister
Charleroi, Penn-sylvania Gladys O'Neil Bautz niece
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
NONE
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~_§!.~"'lT DECEDENT · ~ DEBTS AND DEDUCTIONS CLAIMED ,
NOTE· List first five items in the spaces so provided, observe notations thereon, and instructions .
.-------~D~E=B~T_O~R~C~L=A~I=M~-------.----------~N~A~T~U~R=E=-O~F~S=A=M~E=----------.--~A~M~O~U~N~T.--mTHIS COLUMN fttEGISTER ONLY
Harold L. Schrock
OTHER DEBTS AND CLAIMS
Kurtz Monument Co.
A. s. Sickman, M. o.
\
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
~:t:ave Marker
Medical care, last Illness
Total
$ 1325.( 0 $
170.00
1495.00
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.
. . tj I Subscribed and sworn to before me th1s .... ./. ............. .
0\.PI. G r
........................ dayof .... ~~··········•19 ....
... )\ ................... 1:i. .... ~ ( Executor-AdministratofJ .. -......... ,
. .. r~ .. 9! .. ?.'?~. ~~.~ ......................... .
(Street Number)
... ~~-~~~~.'?~~ .. ~.~··· ....................... . (City or Town and State) JOSEPH SITTE, NO U3l/C
(HARI tR~I BPROUGii, W~SH/tlGT0H COUNTY
'11•1 11 1\C AI ,
Having been duiy sworn a_sco.!Jling to law, ~he y certify that the above appraisement is ~de in conformity with law on this
.................. /.'.~~~ .. dayof ..... ~· ..... ~ ............. ~.2}'19.?-Y /-;J ~ ... .if...~&<:::z ...... ~. ?.n .. ~ ...... · Appraiser
In the event that any future interest in this estate is transfened in possession or enjoyment to ateral 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·inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF THE REGISTER OF WILLS
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 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 said schedule above, which greater or lesser amount represents the sum allowed as a deduction.
Dated: ........ · ............. · ....................... .
Register of Wills
Fonn Xo. RCC-62 (12-66)
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WiH Administration lNo. · ......... Year .. · .. .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
EMMA JEAN JONES · · · · · · · · · · · · · · · · · · · · · · · · · · ·De~~~~~d ....
~ Late of .. 8P.t:ou.gh. a:f. Char.ler.oi ....
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County of . ~~~1!~~9:t.qJ? . . .. . . . . . . . . . . . . .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
...
R C C-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHE:RITANCE: TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
IN YOUR REPI.Y PLEA8E
REP'IER TO 37-175-9
In Re: Estate of...,..-....---,........,-~EMMA~~~JE~· A2.N~J~O~NE~S~....,....,---
_____ W.:.;.;A:.::S::..:;H:.:;:I.::.NG=.:T:..:O;.:.:N _______ County -File No. 63-69-58
Dear Mr. Jones:
You are hereby notified that the original
appraisement in the estate of Enuna Jean Jones '
has been filed in the office of· the Register of Wil.ls qf Washington
County on . . Januar;y; 16 , 1969 • Said appr;:~oisement reflects tbe
following valuations:
Real. Estate Jt. Held ~--~.-.~~~2~,~5~oo~.~a=a~----
Transfers~--~~-----~----~ Tot~l----~----~--~2~,~5~0~0~~~00~~---
As to SUGh t~x t~at is paid within three months from date of
death, a five (5%) percent discount is allowable. As to any tax that
remains unpaid after ~ne year from date of death', interest at the rate
of six (6%) percent per ~nnu~ i~> charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Signed/?£;/~ e~~
'.J:itle W.R, CHANEY •. CH F' APPRAISER
DATE OF DEATH: July 24, 1967
Note: This is not a bill.
'lC.C-i9 (6-67)
: ..... ·:o...m~oNWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
JONES, EMMA JEAN
FILE if 63.;..69-58
July 24, 1967
SUMMARY
FILE # 63-69-58 ft8POHT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax ~ppraiser 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
opposite each item in the last column to the right in Schedules "A"~ "B", "C" and "E".
Dated: 01-16-68
07-24-67
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for-----------
County, Pennsylvania, do respect:fully 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 amo,_mt represents
the sum allowed as a deduction.
Dated:
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LERR Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities
ESTATE TAX ASSESSMENTS
FOR USE OF REGISTER ONLY
Ta'x on $ 15%
Tax on $ 10'1o ·--' Tax on <!> ?"'a ._, :~ Tax on $
Exemptions
Total Estate
TOTAL TAX
Less tax previously paid
BALANCE
.Less 5% of tax if paid within
REGISTtR OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$ ·~ $ $~-----
2,_500.00 2,500.00
2,500.00 2,500.00
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$ ------
COMPUTATION OF TAX
$
~
$
$
$ ____ _
* =====·-$ -~----
(':') As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
3 months after death $ =======
3ALANCE 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
to
FQR USE OF REGISTER ONLY
$
~-----
TOTAL TAX BALANCE
PAID
ADJUSTMENTS
~----------------
$ _____ _
$ ______ _
*------~ $ _____ _
$
NOTE: Where subsequent adjustments are made to the above computation of tax by the
Itegister of Wills, for proper reason, same should be noted below, with short
explanl}tioh.
Will
An ministration t No. Year ........... .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
EMMA JEAN JONES
Deceased ..
Late of . Gl1JI.~QI. ........... .
County of :VJASHINGTON.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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DATE January 16, 1969
, ,.DEPARTMENT OF REVENUE
·COMMONWEALTH OF PENNSYLV ~~~
RESIDENT INHERITANCE TAX
APPRAISEMENT
COUNTY ............. :v.f.~-~!1:-~~~,<?.?. ................... . ·-.BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 1 7 1 2 7 FILE NO ................... 6.3~.6.9~5..?. ...................................... .
JT.
Whereas, ...................................... Emma .... Je.an ... J..on.~.s. .......................................................... late of .............................. 9.~~~-~-::.?~ ................................................ .
in the County of ................................. Was.hingt.on ................................................................. Commonwealth of Pennsylvania, having died on
24 th Jaihy 67 . f the .......................................................................................... day of .............................................................................. 19 ............ , se1zed and possessed o an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ........................ ~-~-~--~ ..... 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
$
HELD:
Field Finance Corporation, SavinEs Certificates 15
at $500.00 each or $7,500.00 held as follwos: James
R. Jones or Emma J. Jones ( sister) or Gladys O'Neil
Bautz (niece) as Joint tenants with the right of
survivorship and not as taaants in common. 1/3/ Taxable 2,500.00 ~J500 00
!
TotaJ 2,500 00 .
form~;:~hb~: ~:7h~w~ ·~~~~· ~.~ 0~~~~~,./:;•t the ~b~~~ a~P.~g;;m;i~!
/-/",.___Appratser
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~·~~,.<:"--(;,~
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WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
EMMA JEAN JONES
Deceased.
Late of
... G.HARLERQJ:.
Date of Death, ....... ~.'Y-ly ____ 4, .... l.99.7 ............................ ..
Appraisemel!t Docket Vol., 37
Page, ...... l7.5~.9 ........................ No ..... 9.3.::::99~.5.?. ............. ..
Filed in Register's Office, .tJ.~-~ry ____ :l:-:?..~ __ 19 .. ?.?.
Amount of tax dtte, $ ................................................................. ..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra-isement,
Appeal fyom Appraisement,
Entered and charged, ....
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f!'orm RCC ·lC·
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DEDUCTIONS AL.L.OWED IN
OFFICIO UF H<l£
REGISTER OF WILLS
STATEMENT OF DEBTS
AND DEDUCTIONS
THE SUM OF ............ $ . i/7£. ~
OF WASHINGTON COUNTY v;;z:;;;;; H~::::I
Register of Wills, Agool
ESTATE oF -~E~M;.!;MA~~J:..!E==AN~~J..::O::.::.N:..:E~S=-----LATE oF _.::;B;..;;o;.;:r:...;o;;..u.;;.;...o<g_h_...;o:...;:f;.;.,_C..;:;._h...;.,a;.;;;r;,..;.l...;.,e:...;r~o..;..i _____ _
DATE OF FILING APPRAISEMENT -~.2..;._-...;S::::,__....:vC!f::--;.f-r----DATli OP' DEATH _J;:;.....U;.;;;l;;.Y'--.;;2.....;4~,'--.;;;1;.;;9...;.,6..;..7..;.._ _____ _
DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCH~"
~OuD L. SCHROCK Funeral of Decedent 1325
Kurtz Monument Company Grave Marker 120
fA,.s. Sickman, M.D. Medical care Last Illness so
TOTAL $14~:5
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}88: COUNTY OF _ _.W...,A"""""'S ..... H...,.I..,.N...,G.,.,TO~u...:N~-.-__ _
COMMONWEALTH OF PENNSYLVANIA
I, James R. Jones -------..=;..;=;.=;.;;;.......::.:..;::__;:~~~--------------HEREBY CERTIP'Y, THAT. TO THE BEaT OF
MY KNOWLEDGE AND BELIEF, THE FOREGOING 18 A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP'
ADMINISTRATION SUBMITTED TO THE ESTATE OF ---Erom=~a.;;....;J-.-e;.;;;a_,n.;.;...;..,..J....;O_n,.e-.-S.._ _____ --r;~I)ICU..ID, AS DEDUCTION$ FOR
INHERITANCE TAlC PURPOSES.
JOSEPH SITTE, NOTARY PUBLIC
CHARlEROI BOROUGH, WWJINGT~'I COU~TY
MY COMI~/SSION EXPIR~S JANUARY 7, 1971
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