HomeMy WebLinkAboutOC1969-0136 - ESTATE OF WOODBURNEsti.dVa'
Jointly Held Property -,
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Joint Tenants by Mary Jane Lawe and Rose L.Woodbu n,-
Real estate held as
.htp d not as tenants in com.mon
with rie:ht of surViVors 1 an
Washington County,Penn-
Lot 21 in Block 42 lying in ~orough of Donora,
d Bradford Alley,fronting 40 feet on
sylvania,lying betwe,~n McCrea Avenue an
East side of Castner Avenue and running back 150 feet to Apple Alley.
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deed dated Mav 29.1956.and of record in Deed Book Vol.,963 U-rJ5-....
See ~---',r Tv
1/2 Value thereof subject to tax '':1,In~i'it.tJ J X),~1,100.00
Page 117 -"-,...,
..A I/~.1:0_.J 'l L)"v
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Transfers within TWO YEARS Prior to Death
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That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly wit~,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
Mellon National Bank &Trust Co.-Rose L Woodhnrn ann
Donora Office Marv Jane Lawe Daul!hter-in-l;:tw
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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
Marv Jane Lawe Daughter-in-la\l Yes All
90 Castner Avenue
Donora,Pennsylvania 15033
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Rose L.Woodburn left a will in which Mary .J ane Lawe .s sole bene iciary.
This will was not filed due to the fact that the onlvasse was real ef tate held in name
of Rose L.Woodburn and Marv Jan e Lawes daught€r-in-laws as Joint Ter ants with the ril!ht
of survivorship and not as tenants i a.common.
Lot 21 Block 42 -Dono at Pa.i.l//"",See Deed Book Vol.963 Pa!2:(117 1CJy~./
./
FormNq.RCC.62 (2.64ITHIS _EFF~VE JAN FORM REQillRED IN ALL ESTATES WITH GR ---..
'.:,.;UARY ••.....(fru;:N DuPuCAn W'T"CO,,"OF W~~~D~HDER....:'.UNDER 'ECnON '"OF A'"OF JUNE '.,....J*'~...O';;.CE OF THE REGISTER OF.~I~~~
County of .'..w~~WI).gton.~~:rY..J.ane Lawe '..-.
. . "'"'..'(N~;)'"'.~;.-.-'.of '".:P.~:q.9~?-.,•.~~nnsylvania _
being duly -------~~2J::'rL:_.::__~:_~.ac ."'...(Add;~i ;.
-cordmg to law,deposes and says that he is the ----~-~ght~J::'_':'.in -law t
of the estate of..---~-2.~~__~!__~W_~_2.~1?~rn ..,...;..(Exec.,Adm~'-i.egatee:EtcT"---------------,.------------------..whose last resldence-waS 2P Castner A.
D --------.--------venue.'..onora P .1 .(No)---------------------------------------------c.l.----~!::l:l?:~y__~~E:~~,.d ..',(Street)------
•(City.Borough or Township)---.---.eceased,and that the'whole of the estate of'said dececlent who died"July':251967
con,slsted .?f:'-----------(Da~f------------
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MOR
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIi~~C:S ~~~~:RAN(!;ES UPON EACH PARCEL AT DEATH OF DECEDENT
•AMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS:
Real Estate Estimated
Value
None
--.,......(A '"j
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-
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--...-.-
Personal Property I
The Prudential Insurance Company of America 210.00
--.
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......-
.<0
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--..
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.
(jRESI~NT\DECEDENT f··.....
DEBTS AND DEDUCTIONS CLAIMEDi .",
NOTE'List-first five items in the spaces so provided,observe notations thereon,and instructions.
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
KEGISTER ONLY
Lawson-Rabe Funeral Home Funeral expenses paid $1~089 75 $
Family exemption (will not be allowed unless
decedent died residing with a spouse or children,)
Administration Expenses *
Geo.o.Frazier.Attornev Counsel fees *28 100
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
Rev.McCullougn Fu.n.eral Services 20 00
Kurtz Monument Co.Engraving Marker 36 00 ,
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All bills paid by 1\~ary Jane Lawe,daughter-in-law.
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Total 1,173 75
Note:The estate aip:ees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater
0'I..,than tho ;;'ti~a:od amonnt dalmod and allowod..,~.,..,,."~".'.Y.,-fJ...~...,.,,.....',.,...,,..,.
Subscribed and sW0.1'n to~beiore me this ..,..,,.,d.,/(ecutor-Administrator).7 -r::!J Daughter-in-law
.....,/day~f J!3::t;l:q:~.J.:y ,..,19~9.9.Q.G~,!?t~~!...t\Y~.z:r1l:~,.
..,!~'.~~~~~!¥.??~~~~.c:(StreetNumber)
,...----:.P~.1?-~.~~.,..~~.~.~y.lY~l?-~~....~?Q~.~.....'".
My com".'expit a:March 15,1969 (City or Town and State)
Having boon duly ,~,,'nr"~ing to law,,,*,,,,,bY ,notify that tho 'abovo app,'aIRmont I,modo in onn',,'mity with law on thi,
.....,c:1/~..,.'"day of "r:/'~~...../7..'/19.'p /")~L..L~:Z".....~.~Cl.(~.......c:I'A";pralsel'
In the event that any futul'e interest in this estate is transferred in possession 01'enjoyment to ollateral heirs of the decedent after the
expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right toappraise 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 c aimed by deponen cept as to those items where a greater or lesser amount
is set forth~'the st column to the right in said schedule above,which greater or I ser a unt l'presents the sum allowc.d h deduction,..,
Dated:~4t·.-!4:'z,..', , , , ,'",.,.,..7/?~'(flJ.Register of Wills
Form No.RCC·62 (2·64).,
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'Will
Administration INo year ../
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IN THE
---.l'
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
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ROSE L.WOODBUR.l',f..,
Deceased
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.Donora",1-_"t,J....................,".
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REPORT AND A'PPRAISAL
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Late of
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Commonwealth of=Pennsylyania
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:-:,•.g',:-:.r-Was.h'1~g~n _._
County of ::.;~' .:::.-----..
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:GEO.,0·..FR.A.ZIERj Es(tl...
Attorney.at Law
Dono:ra:fj>Fa:.,.
1.5(:)3.3
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R CC-SI (2-64)
~COMMONWEALTH OF PENNSYLVANiA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
IN YOUR REPLY PLEA8E
REFER TO 37-181-2
IvlARY JANE LAWE Informant
In Re:Est ate of_--_-,...:R:::.;:OS=E::.-'=L~•......:W:.:..:I'O~O::.:D:::BU:::::-.:.:PJJ:::.-._
___-__.....,;.:.WAS::,::::..:H.:.::I~NG.::.:T:;..:O:..:;N~---.....County -File No.63-69-136
Dear Mrs.Lawe:
You are hereby notified that the original
appraisement in the estate of Rose L.Woodburn
has been filed in the office of the Register of Wills qf WashiDiton
County on January 31 ,:,l.9.Q.9..Said appraisement reflects the
following val~ations:
Jt.Held Real F;state _,....;...1~,:..:.:1:-0_0...;.,•...;.,OO _
Personal PropertY~~2~1~O~.~O~O~__
Tr;:lnsfers --__._--__._-=--=-=-=--=-=__-----
Total _--_-__-=1~t3.t.:.l::.;O~.~O:..::O:-..---
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.
Dat e .::.J.=an~ua=..r~y-f,-._3<::!1:;,.l't.-=;1,",,9~6..L9__.....-.-
DATE OF DEATH:July 25,1967
Note:This is not a bi II.
~----~-~---------c------------------,
··"CC-39 (6-67);
':OMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
WOODBURN,ROSE L.
FILE #63-69-136
July 25,1967
SUMMARY
.;.
FILE #63-6e-136 rU<:POnT OF INHERITANCE TAX APPRAISER
I.the unclersigned rluly appointed Inheritance Tax A.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","e"and "E".
Dated:01-31-69
07-25-67
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for WasbjngtoD
County,Pennsylvania,do respectfully 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 colwm to the right in Schedule "F",which greater or lesser amount represents
the sum allowed as a deduction.~/)~D'b'fii?f,~__
Dated:01-31-69 ~
REGISTtR OF WILLS
======:=
210.00
1,100.00
1,310.00
1,,173.75=~======.~
136.25
210.00
1,100.00
1,310.00
1,173.75=~~~=.~.-
136.25
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$------~-
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)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities . . . . . • . .$---
ESTATE TAX ASSESSMENTS $------
CO~WUTATION OF TAXFORUSEOFREGISTERONLY
T ax on $5:10
Tax on $10~
Tax on ~136.25:~~
T~x on $.15%
Exemptions :=(::,)
Total '~state __
TOTAL TAX
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
$-------
<l>':'---o-,--~""""~$_=2.=..J.7=2:.....--.-;
$------
$-----
*=====._--
$------
$=====:=
(:::)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
BALANCE OF INHERITANCE TAX DUE $--------
Add in~erest 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 subse~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
explanation.
Will ~Administration \No.Year ..
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
ROO E L.WOODBURN
Deceased
...
~
Late of .
County of
DONORA
WASHIII.GTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,.
...
.~
,.
,..
DEPARTMENT OF REVENlJE4
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17127
COMMONWEALTH OF PENNSYLVANIA.
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~.~~~.:r.y )~.J.J.9.9..9..
COUNTY ~~.~.~.~.!.:l~~:r,J:.
FILE NO..??::::.?.?.:~~..?...
Whereas...RQ.!?~~.~W.9.gg.9Y.,r.P.late of .P..~!.1.~:r..a.:.
in the County of ~~~~~~~?~Commonwealth of Pennsylvania.having died on
the ?5.gh day of ~.~y 19 ~7 seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.........................................~~.~..~.....9..~.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 Ufe 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 Purpo.es
$
PERSONALTY:
The Prudential.Insurance Company of America 210.00 210 00
JT.HELD:
Real Esatate helad as Joint Tenants by Mary Jane Lawe
and Rose L.Woodburn,with right of survivorship and
not as tenants in common.
Lot 21 in Block 4.2 lviru?:in Borough of Donora,
Washington County,Pa.,lying btitween McCrea Ave.,and
Bradford Alley,fronting 40 feet on East Bide of
Castner Ave.,and running back 150 feet to Apple Alley.1,100.00 1,100 00
"
!
.
Total 1.310 00
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;dla......:.:..::......::.............................................,,
(PoRt Office)
Penna.
·:wASHINGTON................................County
RESIDENT iNHERITANCE TAX APPRAISEMENT
Estate of
...........................ROO.E L.•....WQOD.BURN..
Deceased.
Late of
DONORA
Date of pealh,J..~y ~.5.,J.9~7.: .
Appraisemel!t Docket Tlol.,..3.7..
Page,+.$+::?No.§3.:::-.§.~:::-.~??..
Filed in Register's Office,J..'3.J.l:':l~~y....?~"J9.??..
Am.ount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abart!Appra.isement,
Appeal ft-am Appraisement,.
Entered and charged,.
'to
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