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Home My WebLink AboutOC1969-0068 - ESTATE OF LUELLENTHREE HUNDRED EIGHTY-FOUR and -...... -..... 75/100 R E C E I V ED ~~~~~~~~~~0~~~~~~~~~-----------------------·-····················-.. ·-~~ ~~~~~~~~~~~~~~~~~~~~------------------------------------------------·-·············· ------------------------------------.. ···················--------·-----------------------------------------do II a rs EDITH ROMESBURG, PAYING ON IND. LIAB. representing Pennsylvania Inheritance or Estate Tax due from the following estate: Address 63-69-68 10-29-68 File No. Date of Death ______ --1 Dote of Payment January 21. 1969 DORA. M. LUBLLEN Name of Decedent--------------! WASHINGTON County Remarks: voo ~ [p [L~ @ill urn S E A L NOTE: This Triplicate Receipt to be retained far audit purposes. . 2% Tax on $ -------------------------------------------------"'--------~--~~~-~-~~------ral o% Tnx on $ -~~~-~-~~ ---------------------,j) ---------~ ---~ -----~~ -----------------------H On Acct. 15% Tax on $ _________ _ %Tax on $ Estate Tax, Act of May 7, 1927 TOTAl TAX CRFDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __ %from---------- to _______________________ ___ TOTAL AMOUNT PAID 405.00 $ • $ ___ """'"""""'"'""""""""""""""""""""""""""""""""""""""""""" $ _______ _ ~ 20.25 $ _______ _ 384.75 $ ~ Received by I d .y.~.J-c:,_C---C #~ NnTF-In ~((npting tho lranofor inherilonoo lou on future e"lotoo, pric.r tc. tho death .:.1 tho l;k _ '. ./ , ,_ l;)lgnarur:CJ 1 _., //'" tenant or tenant for years, as evidenced by this receipt, it is understood that lhe Commonwealth shall f LZ.""' -t--.;;0'<-.:;:.;t' /p ~?.._.; ont he pr$rh_&0~d or prnury.,tnr:-1 from h0r'.:O('!ftar O~GQCCing r;;~dditionol inhsritCijWaC6 tm: at tho d.3ath uf thu r ,_-II lif~ t~no.nt or tenant for yoort' 1.•/hcnovgr it appoarr; that ouch additional tmt rno;· bo logally duG -1 • • collectible for anv reason whatsoever. Form No. 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, EFI'EC'ftVBIANUAllY I,..... (FILE IN DUPUCATE WITH COPY OF WILL ATfACHFDI t!!ft\' • ' ' ./ .Jr.Lt.. OFFICE OF THE REG)STER OF WILLS ~ ~ ._ ··' . ~/ CountY of ... WAS.HlllGTQ~. . . . . . . . . . . . ...... .' ... ~I?~~. ~q~-~~Y.~<? ... .' ... .' .......... · ... of . ~-~~. -~~~.t. -~~;~~~-~. ~-~:r;~.~~ 1~ .'t-!~~-~~!:1:&;~~~ Pa. (Na.me) (Address) being duly --------~~-~!'!': _______ ._ ___________ .according co law, deposes and says chacs1e is the __ _j_~~P:~---~~P:~P:~----: _____________________ _ (Exec., Adm., Legatee, Etc.) of the estate of -----~-QM:. .. !1L_~1l~'t--~N __________________ whose lase residence was .. ~!!~~),.Q~U.'§.~ ;rA_-ye~~---~----------------(No.) (Street) : . · ··washington -... d d d f f ·d d d h ·d. d, Oct '29 1968 .... ~_ •• , .... ..., ~·""'·--' ··-----+d!J:"--"-----.. ecease , an chat the whole o the estate o sa1 ece ent, w o 1e __________ t _____ -•------(Cicy, Borough or Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELl> AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate NONE Estimated Value ,. . - 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 ProiJerty Estimated, Value 1. Savings account in First Federal Sav;tngs & Loan Association of . . --~~-Washington in the joint names of Mr~. Dora Luellen or Edith - Romesburg, as joint tenants with right of survivorship, opened July 8, 19~balance as of date of death, $5,000.00. $2,500.~ ;...; ~ 2. Checking account in Mellon National Bank and Trust Company, washington, Pennsylvani~, .in the joint names of Dora Luellen and Edith R.8m(:Htbiirii:)0 dnened about 1960: balance as of the <(fate of death, $200.00. 1oo.oo}f!;; .t ):J -. -.._ I . n.('l...LlJG. A - -/ too.oo Transfet·s within TWO YEARS Prior to Death Gift to Edith Romesburg~dated February 27, 1968, of various hieces of furniture, including living room suite and two chairs; reakfast set {five pieces); television set; desk; marble-top 100.0~ table; bedroom suite (four pieces); two rugs; clock; telephone $ stand: dishes: bedclothes: and miscellaneous small items. 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 NONE 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 - - I ~ RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE· List .fir:st five items in the spaces so provided observe notations thereon and instructions ' ' _.,. --. DEBT OR CLAIM ,:;~AT,lJR'E OF SAME AMOUNT THIS COLUMN ~EGISTER ONLY Funeral expenses paid $ $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * " ,. .. . . .. , .. Counsel fees * Fiduciary commission * I OTHER DEBTS AND CLAIMS (*) See Note below ~ ... . I ;... .. . . . ' ' t Total 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 al,Y>wed. ' c2 ..;e,l Subscribed and sworn to before me this .... t1. ............... . ~ .. Cd.d/~4.~ .............. . ( Exec.jttor-Administr.ato Edith Romesourg, Jo1 Tenant .86.9 .. E.q~.t .. Mq;i.Q~J;l .. St;L7~.et .............. . (Street Number) W?:~h~p.g~~~.ll. -~~t;l:~~.Y~ Y.~~~~ .. ~?.~9~ .. (City or Town and State) In the event that any future interest in this estate is transferred in possession or enjoyment to collat 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 ;s 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 ~ 4 Fonn No. RCC-62 (12-66) Will Administration lNo ........... Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF DORA M. LUELLEN Deceased Late of . W~f?!'l.~~g.~<?~ .. ~~~<?~ ~ ........ . South Strabane Township County of ... WB:~I;l.i:IJ.gton ................. Commonwealth of Pennsylvania ...... REPORT AND APPRAISAL ~ ., _-, '-· .... ....__ ~ !..( 1..., GREENLEE, RICHMAN, DERRICO & POSA ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON, PENNA. l ,. ,.. .. I II 1 .I 3 ..., ' t"" "' -f 1 ' ~ ,o ,.-.. I' '..., • j I l ~ > O ' 0 _, J .. , ' . .. ( ' {. ,'v ""\ \.'- R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT O.F REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT EDITH ROMESBURG Informant (-)· IN YOUR REPLY PLEA8E REFER TO 37-176-6 In Re : Estate o f ____ --=D::..:O:::R::.:A::._:,;M::.::·-=L~U=E=L=LE='N:..:...._ _____ _ ____ _!W:.:.;A~S.:.!.H~IN;.:::G:..=T~ON~-----County -File No. 63-69-68 Dear Mrs. Romesburg: You are hereby notified that the oriiinal appraisement in the estate of Dora M. Luel en has been filed in the office of the Register of Wills qf Washington County on Febryary 10 , 19~. Said appraisement reflects th·e following valuations: Real Estate ----------:------ Jt. Held ~---.-:.2:::.J,~6~00~1~0~0 __ Transfers ______________ ~l~O~O~._OO~-- Total ----------------~2~·~7~0~0~.0~0~-- 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 ~t the rate of six (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date _____ F_e~b~r_ua~ry~l~O~,~l~96~9~-----Signed ____________________ __ Title W.H.. CHAN1Y, CHIEF APPRAIS.rili DATE OF DEATH: October 29, l96S Note: This is not a bill. . . ' R C <;-~ (6-67) .i'·~Or.IMONWEAL TH OF PENNSYLVANIA TRANSF'ER INHERITANCE TAX RESIDENT DECEDENT EILE # 63-69-68 LUELL.t'N, DORA M. FILE ff 63-69-68 October 29, 1968 SUMMARY ftEPOJ\T OF INHERITANCE TAX APPRAISER • # I. the unrlersigned # 63 Washington rluly appointed Inheritance Tax i\.ppraiser in and for the County of , Pennsylvania, do respectfully report that I have appraised property as reported in the foregoing return at th~ values set forth the real and personal opposite each item in the last eolumn to the right in Schedules "C" ancl "E". Dated: 02-10-69 10-29-68 REPORT OF THE REGISTER OF WILLS I, tl1e undersigned duly elected Register of Wills in and for------------ County, Pennsylvania, do r•·spe•~ tfu:tl,y 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 colunm to the r lght in Schedule "F", which greater or lesser amount represents the sum allowecl as a deduction. Dated: REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Heal Property (Schedule A) Personal Property (Scheclule B) Transfers (Schedule C) Joint-Held Property (Schedule E) $ ·-$ $ _____ _ TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CL,H;A.R VALUE OF ESTATE Valuation of life estates or 100.00 2,600.00 2,$00.00 ======·~ annuities . . • • . • • • *------~ ESTATE TAX ASSESSMENTS ~------ 100.00 2,600.00 2,700.00 =====·-=====:= FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ ________ , __ R% ~------ Tax on $ ___ 105s ~------ Tax on ~ 21 $ __________ __ Tax on$ :-~ $ Exemptions=?======:=(':') Total Estate __________ __ TOTAL TAX Less tax previously paid BALANCE Less ~% of tax if paid within $ ____ _ * ======~___..;. $ -~-----,-- 3 months after death $ ======:= i3ALANCE 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 FOrt USE OF REGISTER ONLY $ ------ TOTAL TAX BALANCE PAID ADJUSTMENTS As evidenced by Charitable Exemption Certificates issued bi the Secretary of Revenue, % ______________ __ $~----- $ ______ _ $~-~---$ _____ _ $ NOTE: Where subsel}uent adjustments are made to the above computation of tax by the rtegister of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ~ No. ...... .. Year ........... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .. DOM.J1.~. LUELLEN ...... Deceased Late of .. ..... .VVA$ HI. NO: 'rON ................... . County of . ....... WASHINGTON ...... . Commonwealth of Pennsylvania REPORT AND APPRAISAL .. ;/' • " ~ Fonn:Rcc-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPJtAISEMENT DATE ....................... f..~p~~r.Y. .... ~9~~ ...... ~.2.?.9. .. . · D;J'ARTMENT OF REVENUE iuREAU OF COUNTY COLLECTIONS HARRISBuRG, PENNA. 1 7 1 2 7 COUNTY ........................... W.?.:.~.J:li,g_g~_<:>.!.! ........................ . JT. ~ • <( .... 6. FILE NO .............................. ~?..:.?.?..:~.?. .................................. . Whereas, .................................... D.or.a ... .M ..•..... ~:u~.ll.~Hl ........................................................... late of ............................... ~~a...~.~-~~~.?.~ ........................................... . in the County of ................................. J~~a.~mJ).gt.9n ................................................................. Commonwealth of Pennsylvania, having died on the ............................................. 2.9. .... t.h ............................... day of .............................. .9.~.~5?.~.13.~ ...................... 19.?..?. .... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... , .................. Ji.!.~.! ..... G.h.®..%:. ..................................................... , 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. Appraisement Unit Description of Asset Values Made for Inheritance Tax Purpoaes $ HELD: Savings Acct. in First Federal Savings ! Loan Association of Washington tn the names of Mrs. Dora liuellen or Edith Romesburg. 2,500.00 Checking acct. in Mellon National Bank & Trust Co. Washington, in the names of Dora Luellen and Edith Romesburg. 100.00 Total 2,600.00 2,600 00 TRANSFERS: Gift to Edith Romesburg, dated February 27, 1968, of various pieces of furniture, including living roo~ suite, and two chairs, breakfast set, television, desk, marble-top table, bedroom suite, two rugs, clock, telephone, stand, dishes bedclothes and miscellaneous small items. 100 00 Total 2,700 00 form~~v:fhb= ::rh:<>rll /dd~ ~~· ~a~ 0~•~ .. ~~ =~ :t t~e above ~~~':;Iai~~~·~~ ~-{r~ser ..... WAP..BJNQTQN....... .. ............. ... county .. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of DORA 11. LUELThN Deceased. Late of ........ wAS.J:t.lNG.'r.O.N .............................................. . Date of Death, ....... Q.c.t.9.P..~ .... ?..9.,. ... J..:9.9.~L ................ . Appraisemel!t Docket Vol., ................ 3.7 ............................. . Page, ... 17.6~.6 .......................... No .. 9.3::-::.9.9::::9..$ ................. . Filed in Register's Office,F.~P.:t:~~.:t:Y ... J-:9.,..19 .... §~. Amount of tax due, $ ................................................ ------• DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.!tt Appraisement, Appeal j1'om Appraisement, Entered and charged, .... r • , '