HomeMy WebLinkAboutOC1969-0109 - ESTATE OF ALLISON----------------_..-._---~~,"_.
Form No.RCC·62 (6-70)THIS FORK REQUIRED IN'ALL ESTATES WITH GROSS ASSETS UNDER $10.000,UNDER SECTION 701 OF ACT OF JUNE 16,1961.
EFl"ECTIVE JANUARY 1.1962,(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)J
OFFICE OF'THE REGISTER OF WILLS ~3.-.~7-10 C;'
FILE NO.c Washington63-69-199 ountyof , ,..,.,, .
......C;:.l.q.F.i3:.-N-.l.t ?qI?_'oj ~.q?~~l;<.l.~J;l~..~Y.~I?_!l~".~~~.l;E?!R~".~~.
(Name)(Addreae)'
,..
being duly ?-~~_~~according to law,deposes and says that$ie is the J_nt_QXffifHJ.J _
,,(Exec.,Adm,Lega~,Etc.)
of the estate oL .$_?:f_'?:~~~_~J§9_h :. .._whose last residence was------§~~-~-------------------(-S-----)------------------------(No.)tlttt
___________________________________..,deceased,and that the whole of the estate of said decedent,who died~~_~__~?(;-~)----~-?-~-~
(City,Borough Ot Township)••ate
consisted of:.----------------
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT.
WHERE PROPERTY HELD AS JOINT TENANT'OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES A~lD RELATIONSHIP OF OTHER OWNERS,
Real Estate See return for joint ownershi-under Schedule titled
"Jointly Held Propertytl.
Estimated
Value
See return for joint ownership under Schedule tit1 d
Personal Property
"Joint1 "•-
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 The decedent,Sarah Allison,was owner of Estimated
•r Valuedd"t:::s;--car-JT'Ooi:i:rIIl'''t-C----tt-eerrlnla'=iift:l'tt~v'f;\Til:_'t~h~_'ltS_:lh~ee__:Ir~i=_'g:t.hA-=(;t--{O;>.;lf6---l"ils~uklr;..J'V-;'ll,.',.l,j'U'I,,;Owr;"":S:>.bUJ.J+PL:,l-_lAL.L--1.J.L......ur;:...J.--l...~~:L.b...;;:u.~o...p._-I~:--:\-:.).~,
Rebecca Allison and Clara Allison,said prem~ses being
a one-oor sma we n.,dJ.
555 and part Lot 557 in Section "A"of the
of Charlero1.,as 1.ng on ,.,
June 30,1960 from Melvin B.Bassi et ux.,and recorded October 31,1 60
in e 00 a.
On October 27,1968,being date of death of instant decedent,the
said property in its ent1.rety was assessed at $1820.00,and app y1.ng
the 30%rule customar;i!ly used and accepted in Washington County,it
made the property have a fair market value as of date of death 1.n e
amount of $6,066.67,1/3rd of which ~K bang the interest of the deced nt
going to the·tl~surv1.vors,wou be wort 2,022.2~an t 1.S amount I
is being reported for Inheritance Tax purposes,~~!$2,022.22
Jt~1
The decedent again was joint owner of a savings account with her I
two sisters,Clara and Rebecca at the time of her death,said account
bein in the Charleroi Federal Savin s and Loan Association of
Charleroi,Pa.,and was opned in 1950,said account be1.ng w1.th the I
XW:XK~MK~~X~lI{~X
right of survivorship,and balance as of date of death on October 27,
1968,was $3,723.64,and a similar savings p,ccount in the amount of j------
2 901.~4 at the time of death was in the Charleroi Office of First
National Bank of Charleroi,Pa.,in the same names,for a total of
$6,625.38,and 1/3rd of which in the amount of $2,208.46 was
returnable as being the taxable amount;and the tax on the 1/3rd
valuation of the two accounts was aid January 27 1969 as er
Receipt of Russell Marino,Registell6f Wills,aeting as Agent for the
Commonwealth of Pennsylvania as per official Receipt of the I
Pennsylvania Department of Revenue for Inheritance Taxes,bearing -:-------
No.A033108,and was dated January 27,1969,therefore,thE is solely
being reported at this time for information purposes and not for
payment of any Tax purposes.~rP ,(//1;::"
NO TRANSFERS WITHIN TWO YEARS PRIOR TObEATH .
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
IN WHICH DECEDENT RENTED A SAFE D~!,OSIT BOX
THIS SAFE DEPOSIT ~~X RENTED--i RELATIONSHIP OF JOINT
IN .NAME OR NAMES OF ~LDERSTO DECEDENT
NONE-------------------=-----~---------------+-----_._._--
BENEFICIARIES
RELATIONSHIP SURVIVED AGE OF LIFE
BENEFICIARIES AND ADDRESSES (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
nx The above Rebecca Allis 1m and Clara Ie llison WE.re the two survivinq
sisters of the jointly held re ~l property and person.::1 property reported
~~...-o.uvvo::::u.uuo::::.1.·JV..LU "..Ly no::::..LU r.1.Vp':.1."Y ,ClUU "i":::y 0..1.0::::,"i .0::::.1.O::::..LV.1.0::::,L!<:::;:,U.vv c;v v'-'....;:,
in ownership and title to said real orooertv and oer~ona1 propertv.
,
-----_..
I
,
DEBT OR ·CLAIM NATURE OF SAME AMOUNT THIS COLUMN
iKEGISTER ONLY
Funeral expenses paid $$
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.).
Administration Expenses •
Counsel fees •I
Fiduciary commission •.)
OTHER DEBTS AND CLAIMS
(.)See Note below
.
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Total
See affidavit of Statement
R~~E~'f':"DECEDENT DEBTS AND DEDUCTIONS CLAIMED of Debts and Deductions
NOTE:List first five items in the spaces so provided observe notations thereon,and instructions
(Street Number)
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
01'less than the estimated amount daimed atl'wed.
Subscl'lbe~and sworn to before m IS .•t?:,'"'..'..'".'...~.~..'"."..7·..r (Executor-Administrator)
.........(J0f .........197
'~,,'., ,y CommJ·'fi.1UGRAGE,NOTARY PUBLIC'"..,.......•..............•...........•., .
ISS/on Eri'~(C't T d St t )Cha I',.,.as "pri/30 1977 t Y or own an a erera,Wash'sgt-e '
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 01'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.
,,~E~ORT OF T~RH~I~:J:OF WIL;j ,
I,the undersIgned duly elected RegIster of Wills In and for..\....~tf:.,.,.--:"~:"i'.II'"?!..,..,...,County,Pennsylvama,do respectfully
report that I have allowed debts and deductions in the amounts claimed by depone 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 01'(1 sser amount represents the sum allowed as a deduction.
Dated:P.~J!.~~.1~11~w.~s~~.L.M~RiN.O .
Regist~r of Wills
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Form No.RCC-62 (6-70)
WillAdministration }No Year .
IN THE
MATTER OF THE APPRAISEMENT
,.0 .
/,..:...
...",'".....~......,.;t:/
:I·:-:x
:.:;'.
OF THE
ESTATE OF
SARAH ALLISON
Deceased
Late of ..Charleroi .
County of . . . . . .Washington.....................................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.Vd ..0:)ti ~i ;'H~IHSV"A'
SllW,JU 'UlSI;)]t!
oNIUn'l -1 1?3Sntl
Uclor &.I~JkJ 8~.J3Q Sl,
PO Box no.III5l -=1 -l ,,J
(J IJ n (.1 "....".,Jhartel'oi,ra.15022
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RCC-4 (8-68)COMMONWEALTH OF
.DEPARTMENT OF REVENlJE
NO.A0331 08 OFFICIAL RECEIPT •PENNSYLVANIA INHERITANC:E )l~ND EST.e,TE
SEVENTY-TWO and 31/100............................................RECEIVED --..::..--=--_-;--~~----dollars
representing Pennsylvania Inheritance or
From:Clara &Rebecca Allison,Paying on Ind.ldabT~x due from the following estate:
J
305 OAKLAND AVENUEAddress -1 2%Tax on $$----------1f.II
CHARLBROI,PENNSYLVANIA 15022
File No._6_3_-_6_9_-_1_0_9_Date of Death 10-21-68
6%Tax on
15%Tax on
$,......,..-........--,....---,..---.-----:--Jt.Bank Acct.
507.46$,--------
$-------_."
76.11$-----~---.
$---------1I'lI
Dote of Payment __J_a_tt_u_a_r-=1_·_2_7_,:....-1_9_6_9 --1
SAlWl.ALLISONNomeofDecedent---'---------------1
%Tax on $$----------1lIlI
Estate Tax,Act of
May 7,1927
WASHINCTON
County ----------------------l
Remarks:
SEA L
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
dote of death
Plus interest at the rate of
__%from _
to _
TOTAL AMOUNT PAID
76.11
$---------1",11
3.80
$---------01
$,---------111
72.31
$=======:~
and 92/100 ----------dollars
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
RECEIVED FORTY.PIVE
Clara l1llion
From:Anyit VIctOR E.RIVA
Address 524 FALLOWFIELD AVENUE 2%Tax on $$----------II'Ir11
CHARtBROI PENNSYLVANIA 15022 6%Tax on $$----------11111
File No.63-69-109 Date of Death--'=1""'0:....:.-'=2:::..:1=--•....:6:....:8----1 15%Tax on $.-'.;.21-,-6-,-.*-,-22-,-.'$_----.:....U_I_-'-32-'-._4....;...3_.1
$--------fJI
Date of Payment __--=D:..;::ee:=.=e:;:::Jn:.:::be==.r-=J=2-L.-1=9.:::...'I..:....S.:::..._---l
Name of Decedent ---=Sa=ra::..:·::=......;A:::·=U=.:..=U=....:o:.::n=------I
%Tax on $---------$----------m
Estate Tax,Act of
May 7,1927
J
45.92
$--------1tiI1
$-=1=.:3."----'4:..=9_101
32.43$------:-------DI;.TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
~%from 1-27-69
to__-----l:J)=&""'t""'8""'_
,..Received by
NOTE:In accepting the transfer 'inheritance tax an'future estates,prior to the death of the life
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall
not be precluded or prevented from hereafter 'assessing"addiiional inheritance tax at the death of the
life tenant or tenant for years whenever it appears that such additional tax may be legally due and-.;..-'.",..!;.4f;+.~~~2:7f-7-j".:...I--~~-t-::".J,,,.,.4~,.L.-1UI
collectible for any reason whatsoever.
NOTE:This Triplicate Receipt to b~retainec!Jor'~udit purposes.:
mjrl
Remarks:
County __--'Wi""aa""'·""'h=~=..::o_=n"--,------------1
-,-------_..~,~.
RCC-81 (6-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF.REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
Clara Allison
(Executor or Adm ini strator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
J
In Re:Estate of S_a_r_a_h_A_l_l_i_s_o_n _
_W_a_sh_in_9.=..t_o_n County -Fi Ie No.63-D-69-l09
Dear MS e Allison,
You are hereby notified that the __o_r_i-=9'-.i_n_a_l _
appraisement in th e estate of --=S<..>a...r....,a....hUo-=A::=l'""'l'-"i....s"-'o~n"'__
has been filed in the office of the Register of Wills of Washington
County on December 22 ,19-.TI,Said appraisement reflects the following
valuations:
Real Estate _
Personal Property _
Transfers --::c--:--::_:---::-_
J0 int Iy Owned --:2~,'-;0~2~2~e-'-2;.-2 ----
Tota I 2-'-,_0_2_2_e_2_2 _
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 nine (9)months
(fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive;
and twelve months when death occurred prior to December 22,1965)from date of death,
interest at the rate of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
EstateKAet of 1961,72 P.S~485-1001.P.L 373./I
Date --=:h2.u.-.ki;;fer 7,1 Signed C4kW.'<">~1c.,~~J
Title al'7'~L'ikc·&.d.-;\)-cT;>
Date of Death October 27,1968
Note:This is not a bill.
COMMONWEALTI;I OF PE»NSYLVANIA
""TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Allison,
(Last Name)
Sarah
(First Name)
DATE OF DEATH 10-27-68 FILE NO.63-69-109
(Initial)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of~W=a,"",s~h.L.il..lnlJ..g~t~ol.ln.L·_
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:December 22 1975
'....--/J INHERITANCE TAX APPRAISER
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,p----"'-to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",whi ater or,esser amount represents the sum
allowed as a deduction.
VALUE AS REAPPRAISED
$-------+--
2.022 22
2,022 22
1,806 00
216 22
VALUE AS REPORTED VALUE AS APPRAISED
$$
CLEAR VALUE OF ESTATE
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)
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $---------t--2%
Tax on ~---------t--6%
Tax on $---------t--5%
Tax on $------=='"""'='--t~~10%
Tax on $216 22 @
~~ptioos *
Total Estate -1-__
TOTAL TAX
COMPUTA nON OF TAX
$--------+--
$--------+--
$--------+--
$--------,,..-,---+---,.-
$~32!5:!.--l---=4~3:!.-
$L-_
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death :::::::::::::l==
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $---J
AMOUNT OF ESTATE TAX ASSESSED $-~L-
Estate tax paid $--.Jl-
BALANCE DUE $~~
Add interest at rate of 6%from
------lto-----$-----~t=TOTAL TAX BALANCE $-----~.PAID $.....J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
J
Will
Administration !No.
IN THE
Year
"
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/A
r.
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----------
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Deceased
Late of .
County of
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,
R C C-2 (2-64)
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
.HA~RISBUR.G,PENI'tfA,17127.;
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE December 22,1975
COUNTY Washington
FILE NO.63-69-109
Whereas,Sarah Allison
in the County of Washington
the 27th day of
subject to Inheritance Tax under the laws 0
late of Char]era;
Commonwealth of Pennsylvania,having died on
October 19..6lL,seized and possessed of an estate
w e Commonwealth of Pennsylvania;
Therefore,I,()(J~~..-an appraiser duly appointed according to law,---...--J
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes
,$
Jt.Held
See ocpy attached to appraisement 2,022 22
I
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this day of /')19__.
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(.4/Ai'.-<7 ;'7_l'...-7~A//'/"..-7_"\1 /A A A ~/tI--.:tz '.4'::1-
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Washington County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
Sarah Allison
Deceased.
Late of
Charleroi
Date of Death,10-27-68
No./7 £-?...
Appraisement Docket Vol.,3 7
63-69-109Page,
Filed in Register's Office,Dec.22 19 n 75
Am-ount of tax due,$_
DEPARTMENT OF REVENUE
Received,
Examined and Approved,_
Wrote abo.!lt Appraisement,
"
Appeal f,.om Appraisement,_
Entered and charged,_
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Form RC C·lO
-.'rl,._.OFFICE OF THE
REGISTER OF WILLS
OF __W;.:..:;;a:..:s:,:h.::.;l.::,·n:.:;,.;:g~t:..:o:..:'n~·"_COUNTY
AND AGENT OF THE COMMONWEALTH
STATEMENT OF DEBTS
AND DEDUCTIONS
FILE NO.63-69-109
DEDUCTIONS ALLOWED IN ~
THE SUM OF .....'n"-7L'$,I~[~~,'\DEC 2 3 1~R\}S~f.l \'l~"d\\
Dm''!!~\l u;{~"j~ister of Wills,Agent
ESTATE OF _S~a_r_a_h_.;..A~l_l_i_s_o_n LATE OF __C~h_a-=r_l--=-e_r_o_i _
October 27,1968DATEOFFILINGAPPRAISEMENTDATiOFDEATH_....:;,..__--=-__-!..._
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHlOiIl
Russe.ll Marl.no,Regl.ster or J:<l..Ll.ng ~1:a1:e KeLU.Ln:::.a.uu
Wills Statement of Debts,$3 00
N:tary Public N01:arl.a.L Lees -.;0 auove ~l:al:je
Returns &Statement of Debt s,2 00
-
Toner Funeral Home Funeral expenses.1.306 00
..
Charleroi Cemetery Co.Opening grave,140 00
Headstone,150 00
Joseph J.Buch
Hospl.'ta.1 care
Dr.10/22/68 to 10/27/68,50 00
Dr.J.R.Connelly Consultation fees,25 00
Charleroi-Monessen
3n nnHosnitalTwobloodtransfusions
~!Victor E.Riva,Esq.Estate counsel fees,100 00 I
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COMMONWEALTH OF PENNSYLVANIA }
h ·t S8'COUNTY OF Was l.ng on .
Clara Allison,InformanI,-"';:"'---"';;';;'-'---~-:;;':"'----_"':----HEREBY CERTIFY,THAT.TO THE BEeT OF
MY ICNOWLI!:OGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE EST....TE OF Sarah AlIi son DECEASED,AS DEDUCTION$FOR
INHERITANCE TAX PURP08ES.",d ~~(L.5.)
HIS q f(A;DAY 01"
"'7.......-MU..!~~C41.4~~W:.--I-'8~
ElIZABETH JM ' 'MUGRAGE,NOT~RY nyCommrssion£x~",:'PUBlk,
Charleroi Wash'~"es A;:'nl 30,1977
,Iflgron COunty,Penna.
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Form RC C·lO DEDUCTIONS ALLOWED IN
.
OFFICE OF TME
REGISTER OF WILLS
WashingtonOF..:;...COUNTY
AND AGENT OF THE COMMONWIiiALTH
STATEMENT OF DEBTS
AND DEDUCTIONS
FILE NO.63~69-l09
THE SUM OF $: .
DATE APPROVED .....•..
Register of Wills.Ag.~t
sarah Allison CharleroiESTATEOFLATEOF__-=---=_-=-_
OCtober 27,1968DATEOFFILINGAPPRAISEMENTDATSOFDEATH__--=_...:.....__-=--_
ss:,
-------------------HEREBY CERTIFY.THAT.TO THE BEaT OF
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH",,,.~.IKusse.L.&.Mar1no,Keg1Sl:er or r..\,....J.uy ;;)'-C::U.II::AU ......u
Wills Statement of Debts,$3.00.-NXary Public 1'IU .LlI::''C';)ioU ___._;::)l;c:a.,,1'=f .Returns &Statement of Debt~.2 00
toner Funeral Home Funeral expenses,1,306 00
Charleroi Cemetery co.Opening grave,140 00
Headstone.150 00
l;a.a.caxeDr.Joseph .J.Buch loi22/68 to 10/27/68,50 00
Dr.J.R.COnnelly Consultation fees,25 00
cnar~er01-Monessen
Hogpital Two blood transfusions.30 00
Victor E.Riv&,Esq.Estate counsel fees,..100 00
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COMMONWEALTH OF PENNSYLVANIA
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DECEASED,AS DEDUCTION$FOR
ElIZABETH 1 MU""My C .'.llRA"E,NOT/1tiy PUBi.lGommlsSIonu·,;··A .Ch I'·.·..!€S pnl 30 1377arerOl,Washington County Pe'.'~n~
MY kNOWLEDGE AND BELIEF,THE FOREGOING IS A JU~T A'mtTRX1t:l.ATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF ar son
INHERITANCE TAX PURPOSES.d _t?L~~
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