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Home My WebLink AboutOC1969-0135 - ESTATE OF NELSONT OF JUNE 18,81,/ ,. OFFICE OF THE REGISTER OF WILLS RM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF (FILE IN DUPUCATE WITH COpy OF WILL ATTACHED) County of W~.qWNO.1'QN . ....,J.:1"9RM~N.N~~.$Q!;J.·of .,.~~?~~r;q .G;r~~t;l.p.17~~t;l,M~.¥lf:r:r?-.Y.,..:P.~~~yl ... (Name)(Addreu)vania being duly ~n:YQ);1L ,according to law,deposes and says that he is the ~_~K~~_~_~_ _(Exec"Adm.,Legatee,Etc.) of the estate of~1~~!-!__M_~.rQ!3:_R'f_~~§'9_~whose last residence was _~~}§_J~~!~..Q.~2Y_~_J?xAy~.__..._ (No.)(Street),. .M~M~EE~Y-..deceased,and that the whole of the estate of said decedent,who died __~~_E~_~~_1?-~~~__~!__}968 (CU'!',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 HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value None None s - Personal Property 25 Shares,capital stock,of St.Clair Deposit Bank of Pittsburgh, P ennsy1vania,evidenced by Certificate Number 4526 p 1250.00.", ,.'t - t 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 l\bne Transfel's within TWO YEARS Prior to Death None '_J-:-..... ,. None .. 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 Nonp - 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,conti~~ent or otherwise,in estate.)are involved,set OR.NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Norman Nelson,138 Elm Grove I ~r.Husband yes McMurray,Pennsylvania Walter N.Nelson,138 Elm Grov e Dr.Son ves \McMur~ennsvlvaniaI- t \ \ \- I, I\ \ \ \iI \\ I ': \. \ \ \ \ \ \\ \ \\ f', AMOUNT THIS COLUMN' EGISTER ONLY $1210 40 $ .- 1000 00 00 135 00 nonecommission*Fiduciary Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) J\.dministra,tjon ExpensesI *reCQfd,ing .pet.for settlement 0 sma!estate Counsel fees * DEBTS AND DEDUCTIONS CLAIMEDc. ,:.• None L.G.Beinhauer Norman Nelson Register of Wills Patronn,Geisler and Edwards DEBT OR CLAIM NATURE OF SAME List first five items in the spaces so provided,observe notations thereon,and instructions. OTHER DEBTS AND CLAIMS (*)See Note below Pete Donati &Sons Dr.James C.Campbell Dr.V.G.Hwnphrys St.Clair Memorial Hospital Mt.Lebanon Cemetery Go. Flowers Services during last illness Services during last illness Hospitalization during last illness Grave and opening grave 38 25 25 203 3;)2 75 00 00 15 00 .'" Total 3037 30 •••••••••••'••0"• 0.•••••••••~•••••••••••••••••••••••• (Street Number),I ,.N.Subscribed and sworn to before me this , " . Note:The estate agrees to advise the Register of Wills if the amount actually paid in $ettlement of any fee,commission or debt is greater or less than the estimated amount claimed and allowed.-. ...·..,/7.·daYOlt(~.,.•19hj ..-~:.irh~~~~.~~. nARIE L "0,Dub"Po~1I0 PIIIsIIlIrl.h,"lIp~h"!l1I ~"I!tw P. ,-t1y ~DllmlsslOIl EllJIlrol ;Haviogb~n doly ;w..~a",ol'll.J'''''''''''''i do~y ",my that the above app,·ai"ment i,mad'in ,onlo,·mity with law on,thi,,~ ...............~~dayOf ~~.._:;.~..~~.,..<::?"/7.~R:c/.~f":C-~..~...praiser In the event that any future interest in this estate is transferred in possession or enjoyment to collat al 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. 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 amount 8:imed by deponent,exc s to those items where a greater or lesser amount ::~o~~c:::::::.:i-;2~;;;bove.whi,h greate,0'l'.'~~:..~~~t..p .e~~t~.the.:n~~II~%~ /'~C/Register of Wills OF THE Fonn No.RCC-62 (12-66) MATTi~:R OF THE APPRAISEMENT I <'.,'•.)~c'f '/''".",' ',-" 'J (', (: '\J''.-,,~\ ~....,'., IN THE ..~."(I'..,. ~.; Will .l.Administration SNo.....0 •••••Year 0 •••• ESTATE OF .. ETHEL MAJOR NELSON Deceased Late of .l.~e.~lro..Q~9:V:~.1?;r.•........... McMurray .---" r~- f'j ,C'~('l County of ..Y'(~os.4~~g~on.................. ,,'-'- Commonwealth of Pennsylvania -.,., •I REPORT AND APPRAISAL .. "'?, oJ'l .' RCC-81 (2-64) 1. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA8E REFER T037-181-3 NORMAN NELSON Informant In Re:Est ate of_--,-----=E;=.T,:.:HEL=--=lV=1A.;;;::J-=O.:;.;H;...NELS='=...::O;,.=.N=---_ ______---..,:;W~A~SH~I::::N.:.:::G~T.:::;ON~----County -File No.63-69-135 De ar Mr.Nelson: You are hereby notified that the original appraisement in the estate of Ethel Major Ne1~n has been filed in the office of the Register of Wills qfWashington County on January 31 ,19~.Said appraisement reflects the following valuations: Real Estate -------- Personal froperty __-~1~,~2~5~O~,~O~O __ Transfers __------__.._------ Tota1 ---------lJ..",""'2;..;;5u.0t..•..I..O/L<OI..--- As to such tax that is paid within three months from date of death,a five (p%)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. Date ~J~an!::~ua~!Y.z....,..3~1!:J.~1:.£9~6.t..9 _Sign,aM e ~£.~ Title W.R.,CHANEY,CH APPRAISER DATE OF'DEATH:September 6,1968 ESTATE INSOLVENT Note:This is not a bill. ~CC-3.9 (~-67) ':OMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT NELSON,ETHEL MAJOR FILE #63-69-135 September 6,1968 SUMMARY FILE #63-69-135 rmpOHT OF INHERITANCR TAX APPRAISER I.the undersigned duly appointed Inheritance Tax Appraiser 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". /~~~~Q~'At V~APPRAfSE'~09-06=68 01-31-69nated: REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed b;y deponent,except as to those items where a greater or lesser amount is set forth in the last column to tJ,e right in Schedule "F",which greater or lesser amount representsthesumallowed~:_;l~:;uction.~~" Dated:_~_ REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $'-$$----~-1,250.00 1,250.00 __E_st,ate ,In~olv~e-=n~t=---_ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LE~~Debts and Deductions (SCHEDULE F) eLSAH VALUE OF ESTATE 1,250.00 3,037.30="'~~~===:=;:._.._. 1,250.00 3,037.30=~========,-======:- Valuation of life estates or annuities . . . • • . . .$--- ESTATE T~X ASSESSMENTS ~------ COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on $~.__.5% T ax on $'.riIJJ·'!-."ooTaxon~-----------T ax;on $,__lfi% Exemptions:::=======:=(::,) Total Estate _ TOTAL TAX Less tax previously paid BALANCE Le~s 5%of tax if paid within 3 months after death d>•.r.>~_....:-;__~~ ~--~---$----.,'''c--~-*------ $-----$======~--....,.;.$--~--- $=====:= (::,)As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. 3ALANCE OF INHERITANCE TAX DUE St ~_ Add interest at rate of 6%from to $__~_~~_ AMOUNT OF ESTATE TAX ASSESSED $~ Estate tax paid $__ BALANCE DUE $_ Add interest at rate of 6%fromto $~_ TOTAL TAX BALANCE $~~ PAID $ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the negister of Wills,for proper reason,same should be noted below,with short explanation. Will l Administration ~No......Year IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ETHEL MAJOR NELSON Deceased Late of . .McMVRJ:u.\.X................. County of WASHlNGrON . Commonwealth of Pennsylvania REPORT AND APPRAISAL .. " .. :Fonn RCC-2 ..,COMMONWEALTH OF PENNSYLVANIA DATE ...............................~~~~;r......?~.!.....?.::~§......'Di'PARTMENT OF REVENUE .~ RESIDENT INHERITANCE TAX ~...........................~.~~.h~.P.:gY.g:r.1......................BUREAU OF COUNTY COLLECTIONS COUNTY HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•..............§.2.:§.?::::.~?~....................................... Whereas,...............................Ethel....M.aj.Qr.....N~l§.9.P ......................................................late of .........................~~~~.~!.......................................................... in the County of ................................We.~h.~~.9.P.:..................................................................Commonwealth of Pennsylvania,having died on the ........................§....~.!,l.....................................................day of ............~.:.~.:~~:.:.................................19~.~.....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.....................................W.~g.~.....G.h\l..P~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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ PERSONALTY: 25 shares.capital stock of St.Clair Ueposit Bank of Pittsburgh,Pennsylvania,evidenced by Certificate Number 4526.1,250.00 1,250 00 Total 1.250 00 Estate Insolvent ...........................•Penna. form~;V:~hb::::~h~sW~~~j~~'~:;o~e~~~~~~":tt~e aboV~~~~rai~e?~;Z~~~~~.. ~~....~c~,/.~ .......................WASHINGTON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ETHEL MAJOR NELSON.............................................................................. Deceased. Late of McMURRAY Date of Death,e..(3.p.~~~.~:r.?,L..~.9.?.~. Appraisemel!t Docket Vol 37",. Page,J~~::::J.N o ??~.?£3.:.1.:??.. Filed in Register's Office,c.!.@1J.~.r.Y J..+-'J9..9.9.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal j,.om Appraisement,. Entered and charged,.~ to