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HomeMy WebLinkAboutOC1969-0133 - ESTATE OF LONG-6)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 1 UARY 1,1982.(FILE IN DUPLI,CATE WITH COPY OF WILL ATTACHED) •< < 'OFFICE OF THE REGISTER OF WILLS' County of WA~~.~~~~q~. .......?~~!.i.e;~:t:.~:..l?~.~~~,of ~.~?~:.~~~?~~..~~:.'..~~~~~.~c;J~.~~.'..~~:. (Name)(Address) being duly ~_~~E~According to law,deposes and says that~~Ts the__.~~~~_~~_~~~_ .(Exec.,Adm.,Legatee,Etc.) of the estate of._..B§.J-2b ~_~J:._QD-q __.whose last residence was _~..2 ._!i9~_~~~~!J __I\Y~_~~_~._ (No.)(Street) ~~_~_~!_~9'!:?-~_L_J?_~~_~~.~__...deceased,and that the whole of the estate of said decedent,who died __.!IgDJJgX:Y--.l.J-,.-.19 6 8 .<C'"'.Borough or Township).ii£..r ~<0•• consIsted of:."~, REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANGES 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 N ONE lUI /Jo,'I1)-/-~/-{;9 ,I \ (\\ \\I I....\)~ ~\ ~~) \\ Personal Property \\~ \ N o~E ~\ /~\ /\ \ I \\ \\ \\ \\ \\\ \\\ \~\ \~ \~ 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 IFSee real estate description~~~~e~d~~~~~~~~~~~~~~~~~~~~~~~~_\ First Parcel Second Parcel 4 000 00 I 500 00 5 500.00 ·"':'J~t'_,S _'" Not taxable Transfers within TWO YEARS Prior to Death 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 dep~ty,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFoE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT- NONE ) -" BENEFICIARIES RELATIONSHIP ."AGE OF LIFE BENEFICIARIES AND ADDRESSES (If step-children or SURVIVED TENANTS OR INTEREST OFDECEDENT(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 LOLA LONG Wife Iyes All : -: ,IJEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided,observe notations thereon,and inst;uc'tions.'....::..:.-=--==..:---==..:...=c..."-'-':.::.......:-------'-'------'--~---'---~----------'--------------__r-------:.- DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN~).--R-o-c:b-e-r---,-t-===E=.:....::....".H;-u::..:.mm-=-=e::..:,l:O-lr:----~----r-------=--=..=..~---'---=-----'-------....-----.:.....:..---,,--fo~EGISTERONLY Funeral Home Funeral expenses paid $975 55 $\,I---=--=::..:::=-=---=:.........:===-------,,.------+----~----=~-----------_+--~<-L"""---_r__"!..f----__+___,:___ ~ Family exemption (will not be allowed unless Russell Marino,Reg.-decedent died residing with a spouse or children.) filing debts &expenses 3.001-,1[;:i'~~rE5.-r:--"R~tI-s-:=nrr1:a:ro;;,-feje~dministrationExpenses *2 Q0lVlargarel:.Kii s-~.~__,.y J..C _._ Counsel fees * 5 00 OTHER DEBTS AND CLAIMS Fiduciary commission * R.E.Krause " Margaret Bigler,Dr. (*)See Note below Drugs Transfer inheritance tax (Estate of Joseph D.Flack alias J.D.Flack,deceased) Total 10 25 "1 00 991 80 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater or less than the estimated amount claimed and allowed. S~bscribed and sworn to before me this ~~.t:n.. "day of Qq,!:.qP.E?~,19..9.8 ~.'~03.~. R ,!:J BJI.lLS,Notary PublicMA.-~--,,,,,.CI").•PA. "(f ~%~~~.,. (Executor-Administrator) .~.q7..W~..Mq.j,(;l~n.~'!:.•...................... (Street Number) Washi~gton,Penna.15301 (City or Town and State) ,h,;,,~n.~'~jjJn [""'if'S february 27,1971Havinllli>~'11~uly 'sw'ol'n"~g to law,I do h .by certify that he above appraisement is made in conformity with law on this ...................j$dayof ,_.,..•...~~/?~~P /)~~~'"£~~;Z.......~..~.:~~... raiser In the event that any future interest in this estate is transfel'l'ed in possession 01'enjoyment to coli ral 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. 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 amo s claimed by deponent ept as to those items where a greater or lesser amount Dated:.....column to th.e.~i.~h..:;:oZ;';;:;:bov"whkh .".to,"I ...~.m;;;zz~~;;:~~..... r Register of Wills ~.,---;-".,.Fann No.RCC-62 (12-66) WillAdministration }No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF RALPH C.LONG Deceased Late of ..CLty.af.Washing.ton . County of ....~~~.~~!1.(~r~~n.............................. ......t ,Commonwealth of Pennsylva,nia-.'~_-J -'. ;-!(;...~ REPORT ~Nn AP,PRAISAL;--'-, ~--..r---..-~.=~I , / .._...-.~, (,,)0 .-ry fl.).. A '- r-,...____. 1 I t:::J J '...~.."'" SHERMAN H.SIEGEL,ESQUIRE 215 Wash~ngton Trust Bldg. Washngton,Pennsylvania I I ) ,-- RCC-Bl (2-64) . COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT HARRIETT C.DAVIS Informant IN YOUR REPLY PLEA8E REFER TO 37-181-1 In Re:Estate of --~....::RA=L;.=..P.;.:H~C.=...'.=...•....::L::.::O:..::.N:..::G~~~~~~_ ...,......,..,.....-..:..:.WA:.:;S;.:H:.:..;!I:;:.N:.:::G...::,T..::;ON::..--County -File No.63-69-133 Dear Mrs.Davis: You are hereby notified that the origlnal appraisement in the estate of Ralph C.Long has been filed in the office of the Register of Wills qf Washington County on January ~1 "1922-.Said appraisement reflects the following valuations: Real Estate -,.--'-----_ Jt.Held ~_~5...l,.1.:..:.50:::.::0:,.!...O~O:::..,.._....--_ Transfers --_-----__ Tota1 _.......,...__~--_--'-5...,5.JJQoLlQ.t...o-loQ.tlo.QL.._~~_ 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 (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e _~~~J~an~ua~~:ry.:t-..L31.....,.,.,....1=..9~6ot,..9"""-~--.....,. DATE OF DEATH:JanUllry 13,1968 Note:This is not a bill. .".:'""RCC-39 16-67) :OMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT LONG,RALPH C. FILE #63-69-133 January 13,1968 SUMMARY I.the undersigned #63 Washington FILE #63-69-133 the real and personal opposite each item in n..EPOHT OF INHERITANCR TAX APPRAISER duly appointed Inheritance Tax Appraiser in and for the County of ,Pennsylvania,do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A","B","C"and "E". Dated:01-31-69 01-13-68 PL~Q.7,.~INH~X APPRA~ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do r';spectfully report that I have allowed 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 Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:01-31-69 REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$*------ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) ,J oint-Held Property (Schedule E) rOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLSAR VALUE OF ESTATE valuation of life estates or annuities . • . . . . . . ESTATE TAX ASSESS~mNTS 5.500.00 5,500.00 221.80==b£~~=._,_ 4,508.20 $---- 5,~OO.OO-";"5~,500:W-'- 991:'80:- 4,508.20 ======.- COMPUTATION OF TAXFORUSEOFREGISTERONLY T ax on $________!)%$~_~_ T ax on $---'77"-::-;--..,.....~10<10 ~.....,...---,.. Tax on !l:r..::>c,of;::0'~$OIJO,Yi- T ax on $=~~~~50~g~::2~O~:::zr;?>~~~t~=;;~;~'¥l~§~:2~3~:_: Exemptions=======:=:nTotalEstate__ TOTAL TAX $~_ Less tax previously paid $~~====~==~,' BALANCE *_ Less !)%of tax if paid within 3 months after death $=====:- As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE '1t ~__ Add interest at rate of 8%from to $~--------AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $__ BALANCE DUE $_ Add interest at rate of 6%from to *_ 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 . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF RALPH C.LONG ......... Deceased Late of . County of WA$fI:r:NG1?OllJ . WASH lIDTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ .t j Fonn'RCC-2 .COMMONWEALTH OF PENNSYLVANIA DATE January 31,1969'~"'".l .'..~-,..................................................................................................... DEPARTMENT OF REVENUE ".WashingtonRESIDENTINHERITANCETAX'<. BUREAU OF COUNTY COLLECTIONS COUNTY .............................................................................................. HARRISBURG.PENNA.77127 APPRAISEMENT FILE NO........................§?:§~:!}?..........~................. Whereas,..............................................R~+.ph...Q........~.9.ng........................................................late of .....................................W.a.p.hi.n.gt.Qu..................................... in the County of .......................................~~.~.h:?:-:!.1.~9.!.1 .........................................................Commonwealth of Pennsylvania,having died on the ..............................~?.....~~................................................day of .................~9.:I.1~~y ........................,............19.9.?....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,......................................W.~.R..~.....9.h.9.!t~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 deeedent 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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpol8s $ JT.HELD: All those two certain parcels of land situate in Baline Twp.,Washington County,Pa.,separately bounded and described as follows: FIRST:Bounded on the ::>outh by Main St.and fronting thereon 56 ft.and extending back of the same e~l width 264 feet to an alley;bounded on the West by land of Walter R.Grose:on the North by said alley;and on the Bast by lot nOli or formerly of D.F.Wilson. UDon whicb is erected a frame dwelling house.4,000.00 SECOND:Bounded on the North by Main St.and fronting thereon 60 ft and extending back of the same uniform width 264 feet to South Alley;bounded on the West py lot formerly of Dr.John lvIcCabe t s heirs;on the South by said Alley and on the East by lot of John Reeves. Upon which is erected a frame bungalow.1.500•00 5,500.00 5,500 00 Total 5,500 bo fonn~v:~h b;::::rh~w~:y~~~~:~~:re~~~~::r~iE:ti~:~ ~"~-&Z~........................................,................................................................... (Nu Cl"and Street).................................~y:"..........................................,Penna. (Post Offlee) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of RALPH C.LONG Deceased. ,Late of WASHINGTON.............-_,-. Date of Death,~.a.:P.:~.c:::r::Y 1.),1968........................................... Appraisenlellt Docket Vol.37,. Page,l$.+.~l No §J..~§.9.~~.?2.;. Filed in Register's Office,.~.C¥.l.~~]'7...2.+..1..J9.§9.. Amount of tax due,$. DEPARTMENT OF-REVENUE Received, Examined and Approved,:. Wrote abo,ut Appra-isement, Appeal f1'om Appraisement,. Entered and charged,. " \.t . r