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Home My WebLink AboutOC1969-0083 - ESTATE OF DOAK. \ . . \ '\ "' 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, / _EFFEC~VE .JANUARY 1,1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) t ..j'-~ y,.., P _§ V . , . *' OFFICE· OF THE REGISTER OF WILLS I .t.. ' ,.. ' County of .... ~~~~~~~~<?~.········· R d ·, );-:-;,. MILDRED BAKER 635 Browns Ferry oa , · ~·~' ................................................. of Car:mi.chaels.,.. P.enn.s.yl:v;al;l;t.CI. ......... \i .. . (Name) (Addreaa) · f") she · :" being duly ___________ SW.Qt'D. ________________ .according co law, deposes and says chac}Q)( is the ___________ daught.e_r ____________________________ _ (Exec., Adm., Legatee, Etc.) · I of }ff()tM~UCMK.Blanche._.E ____ Do.a)C __________________ whose lase residence was ______ f!_~ ___ W.Q~I:,~---~Y.~.l?:~~---_t~~~-"!:~.~LTwp ,...!-L.,1 (No.) (Sireet) washington , Penna. · ·d d d -------------"------------------------.--------------deceased, and chat the whole of the estate of sa1 ece enc (City, Borough or Townsh1p) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DE WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER 0 Real Estate ' Estimated Value N 0 N E / _.. Personal Property N 0 N E -. - ·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 N 0 N E Transfers within TWO YEARS Prior to Death ALL THAT CERTAIN lot of ground situate in Washington County, Pennsylvania, being .. Estimated Value .., West side of Wolf' Avenue~and extending back therefrom of uniform Conveyed to Mildred Baker by deed of Blanche E. Doak, widow, NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX 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 Mildred Baker 635 Browns Ferry Road daughter yes , , T'l ,., ....... ............ ...... ........... '-' ...... , .. '-' ........ .l ... v ............... - RELATIONSHIP OF JOINT HOLDERS TO DECEDENT INTEREST OF BENEFICIARY IN ESTATE All • .:~ ~ESfDENT DECEDENT DEBTS AND DEDUCTIONS C~AIMED NOTE· List first five items in the space'! so provided, observe notations thereon, and instructions DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN r-R-o~b-t~.~E-.--H-u~mm~e~l~l~F~u-n~e-r-a~1-.----------~~--~--------------~--~~~~KEGISTERONLY Home Funeral expenses paid $ 1156 00 $ Russell Marino, Reg. Sherman H. Siegel, Esq. OTHER DEBTS AND CLAIMS Russell Doak Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees* and notary fee Fiduciary commission * ( *) See Note below Reimbursement for payment of 1/2 1968 School tax 1nnn nn ?t:.. Inn 40 00 Trinity Area School Distr~ct Balance 1968 School tax 30 23 Mildred Baker Reimbursement for payment of: Drs Berman~tSmi th s. White's Sons Rev. David Sisson Dr. Berman Dr. Silverberg Herd Drug Stores Washington Hospital Balance medical services Marker (estimated) Minister at funeral $43.00 50.00 8.25 73.27 Total 174 52 63 00 200 00 15 00 2707 75 Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater or less than the estimated amount claimed and allowed. S~bscribed and sworn to before me this ....... ?.:1,.~,1;. ........ . . ...... ?.?.~~q().4:~ ..... . ~«WX~~~~NK~ . . ~3.~ .. :e:r:own.!;l .. f.G!;r:ry. Eo.aa ............. . (Street Number) Carmichaels, Penna • ........................ day of ... -~-~J;l.t;t?:+Y. ........ , 19~.~. VVV.'-AJI.. ~--~·•··············•· • • • • • • • • • • • 0 •••••••• 0 •••••••• 0 0 •••••••••• 0 •••••• 0. , •• I · .. ~ • F) A. (City or Town and State) My Comm~ssion E:qf~es fcbr!lary 27, 1971 Having been. duly sworn according to Jaw, I ~~c~rtify thaS.Jhe above appraisem~nt is de in conformity with law on this ............... o/.C:.:--.-~ ... dayof .... -:-./.~.~ ..... 0_. ...... ?'"'~v e ··~-·~-~.A~ ... , ........ ~~~;~~.:···· In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby exp1·essly reserves the right to appraise and assess transfer·inheri- tance taxes at the lawful collateral rate on any such future interest. I 'I ' Form No. RCC-62 (12-66) Will Administration lNo. · · ........ Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..... -~~~~~~. ~ ~. p_q~ ............ . Deceased Late of . ~g.:r;J.:t:Q:r;J. •• ':1;9W.l1$!l.:i,p; ......... . County of . Washington ......... · .................... . Commonwealth of Pennsylvania REPORT AND APPRAISAL SHERMAN H. SIEGEL, ESQ. 215 Washington Trust Bldg. washington, Pennsylvania ======================~~ l_ .~i) .. --.., l ... ' ' .. l ~~,. , __ r·· .., Ill .:> f'"'' ,-. ..... ,-, ' ... , •• ". ~\.: :J : ...... r ... · ... :..LS : 5.:1 ', RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA8E RKP'IIR TO 37-177-3 In Re : Estate of ____ ___,B::.::Ll!=·:.:N:.::C~HE=...;E=-=-.• _..:D::..::0::.;1i:.::K:...__ ____ _ _____ ___;W::.:AS=H:.::IN=G.:.TO~No:.-____ County -File No. 63-69-83 Dear Mrs. Baker: You are hereby notified that the original appraisement in the estate of Blanche E, Doak has been filed in the office of the Register of Wills qf Washington County on March 26 , 19_2?. Said appraisement reflects the following valuations: Real Estate ________________________ ___ Personal Property __________________ __ Transfers ______________ ~4~1~5~00X£'~00~----- Total -------------~4~,~500~·~00~----- 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 ______ ~Ma=r~~~=2~6L,_..:l~9~6~9 ______ _ DATE OF DEATH: October 26, 1968 Note: This is not a bill. / "'CC-39 (6-67) ··~o..t,MONWEAL TH OF PEt-'NSYLVANIA .- TRANSFER INHERITANCE TAX .. RESIDENT DECEDENT OOAK 1 BLANCHE E. FILE# 63-69-83 October 261 1968 SUMMARY . ... FILE # 63-69-83 TlEPOrtT OF INHERITANCE TAX APPRAISER I. the unrle~signed rtuly appolr1ted 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: 03-26-69 10-26=68 HEI'fHT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, d STl''{ tfu1l,v report that I have allowed deductions in the amounts claimed by deponent, PX(' ~. 1 as to those i terns where a greater or lesser amount is set forth in the last column to tl1e right in Schedule "F", which greater or lesser amount represents the sum allowed as a derluction. Dated: 03-26-69 INVENTORY Heal Property (Sc.hedule A) Personal Property (Scherlule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS AS~ETS LE~~ Debts and Deductions ( SCI-'EDUL E F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ....... . ESTATE TAX ASSESSMENTS FOR USE OF REGIS':::ER ONLY Tax on $ ~~~ REGISTER OF WILLS VALUE AS HEPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ ·~ $ *----~- ___lu500.00 ·- 22797.75 := 1, 792.25 ·-- $-~-- ~ ------ COMPUTATION OF TAX & ···~----- 4,500.00 4,500.00 := 2_,'](J7.75 ·- 1,792.25 =====-:= .. ~% ~~--..-10=7 ..... -.5 ..... :;-----~~~~~--~ ~-----~~-- Tax on $ Tax on ~ 1,792.25 Tax on $ , __ lR% $ Exemptiorcs :~ (':') Total' Estate ------TOTAL TAX Less tax pre~iously paid BALANCE Less ~% of tax if paid within 3 months after death i3ALANCE OF INHER:::TANCE TAX DUE Add interest at rate of H% from -------------to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at ;ate of 6% from to FOR USE OF REGISTER ONLY $ ____ _ * =====""'·-*-~-~-- *===== := *------<!> ~) _____ _ TOTAL TAX BALANCE PAID ADJUSTMENTS (':') As eviden~ed by Chari table Exemption Certificates issued by the Secretary of Revenue. 11; ______ . $-~----- $ ______________ _ $~-------------$ ______ _ $ NOTE: Where subsel}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 explana ticJn. Will Administration ~ No. ........ .. Year ........... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF B:U.NCHE E. DOAK .......... . ................ ........ . ............ . Deceased Late of _ WASHINGTON -·· ··················· ................ ·····--·················· County of WASHING'IDN Commonwealth of Pennsylvania REPORT AND APPRAISAL ' , ... Fonn.RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ........................ 1.1.~;r,-~;t:l, .... ?..9..1. ..... +.2§9. ............ . • I • ., IJEPARTMENT OF REVENUE B()'REAU OF COUNTY COLLECTIONS , ) HARRISBURG. PENNA. 77 12 7 RESIDENT INHERITANCE TAX COUNTY .................. :.~~-~h-~.!1.8;~-~!\. .......................... . APPRAISEMENT FILE NO ...................... 63..~.6.9~8.3 .................................... . Whereas, ............................................ ~.l@.9.h.~ ... ~.~ .... .P.9.~ ..................................................... late of ............................... ~~-~~-;~&~<?..~ ........................................... . in the County of ....................................... W.~§.h.~~.9P.: ........................................................ Commonwealth of Pennsylvania, having died on the ......................................... ?.~ .. --~~ ................................... day of ................... .9..C:.~.<?.?..~~--····· .......................... 19.9.~ .... , 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. Appraisement Unit Description of Asset Values Made for Inheritance Tax Purpo1e1 $ TRANSFERS: All that certain lot of ground istuate in Canton Township, W .. shington County, Pennsylvania, being part of Lot No. 37 in the Garden t;itv Plan (Plan Book 5 pa~e 84) fronting 60 feet on the West Side of Wolf Avenue and extending back therefrom of uniform width 100 feet. Conve,yed to Mildred Baker by deed of Blanche E Doak, widow, dated and recorded October 14, 1968 in Deed Book 1286 page 1103. 4,500 00 Total 4,500 00 .................................. , Penna. ....... WAs.HI..NG:'l'QN. . .... ........... ...... county RESIDENT INHERITANCE TAX APPRAISEMENT Estate of BLANCHE E. OOAK Deceased. Late of WASHINGTON ·. Date of Death, ................ O.ct..QP.~:r .... ~.6.J ..... l.9.6~ .......... . Appraiseme11t Docket Vol., ................. 3.7 ............................ . Page, ....... l7.7~3.. ...................... No ...... (;>3.~.6.~.$3. ............. . Filed in Register's Office, .. ~-~h. ... ~.Q.A ....... 19 ..... 99 Amount of tax dtte, $ ................................................................... . DEPARTMENT OF REVENUE Received, ' E.x-a.mined and Approved, Wrote abo,ut Appra-isement, Appeal jMm Appraisement, Entered and charged, ... ~ J ONE HUNDRED TWO and 16/100 ~ --~ --------RECEIVED ______________________________________ dollars representing Pennsylvania Inheritance or MILDRED BAKER t ;JNFORMANT From: __ ~~~~~~~HISJ~~~~~il*"~lt----r----------=Es~t:a~te~Ta~x~d~ue~f~ro~m~t~h~e~f~o~llo~w~i~n~g~e=s~ta~t~e~:------------·i 215 WASHINGTON TRUST BLDG. WASHINGTON, PENNSYLVANIA 63-69-89 File No. __________ Date of January 22, 1969 Date m Payment ______________________________ ~ BLANCHE E. DOAK Name of Decedent --------------------------------l WASHINGTON County ______________________________________ ~ Remarks: S E A L NOTE: This Triplicate Receipt to be retained lor audit purposes. 2% Tax on $ _________ "'-----------------IWill On Acct. 107.54 6% Tax on $ _________________ "'·-----------0 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 the rate of __ % from---------------- to ___________________ _ TOTAL AMOUNT PAID $ ________ _ $ _____________ _ 5.38 $ ______________ __ $ ______________ __ 102.16 $======== Received by !2/~· ~;;Z;~.--<"-l·~ ..-; NOTE: In accepting the transfer inheritance tax on future ... stales, prior to the death of the life j (Signature} tenant or tenant for years, as evidenced by 'this receiP.I, it is understood that the Commonwealth shall • not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the-/-~~··;; r~~~:..f:::~7,~--L~::::.__£:.~::::::!:::_:::::: _____ g life tenant or tenant for year; whenever it appears that such additional tax may be legally due and collectible for an reason whatsoever. .··""""'