HomeMy WebLinkAboutOC1969-0168 - ESTATE OF NIXONQ CC-39 (~-571
COMMONWEAL TH OF PENNSYLVANIA.......
TRANSFER INHERITANCE TAX •,
RESIDENT DECEDENT
NIXON,ADDA O.a/k/a NIXON,ADDA.W.
FILE #63-69~168:'
December 10,'·1§68':"'......
-.SUMMARY
I~the undersigned
#63 Washington
FILE #63-68-168
the real and personal
opposite each item in
__rmporrJ'OF INHER.ITANCE TAX APPRAISER
duly appointed Inheritance Tax Appraiser in and for the County of
,Fennsylvania,do respectfully repcrt that I have appraised
property as reported in the foregoing return at the values set forth
the last cclumn to the right in Schedules "A"~"B","c"and "E".
4~~~12-10-68
02-28-69Dated:
RRBQRT OF THE REGISTER OF WILLS
I,the undersigned duly elected Regis ter of Wills in and for Washington
County,Pennsylvania,do 1"~Spe(:tf'ull,Y report that I have allowed deductions in the amounts
claimed by deponent,except as to those i.tems where a greater o'r lesser amount is set forth
in the last column to the right in Schedule "F",which greater or lesser a:nount represents
the sum allowed as a deduction.
Dated:02-28-69
REGISTtR OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALlE AS REAPPRAISED
$$*------
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)
CLEAR VALUE OF ESTATE
5,6)0.00
5.630.00
1.650.00 ._
~~9.?gOQQ_._.._
5,630.00'-
5,630.00'-
1,650.00'-
:=
3,980.00
======:=
.valuation of life estates or
annuities .....•.•*----
=,J:ESTATE T~X ASSESSMENTS
I
~------
CO~1PUTATION OF TAuX
TOTAL TAX BALANCE
PAID
$------
*--------
*-------$-------$
.('::)As evidenced by Charitable Exemption
Certificates issu~d by the Secretary
of Revenue..$-----d>"======~=
$------
*=====1=
*------<!>~)-------
TOTAL TAX
Less tax previously paid
;BALANCE
Less 5%of tax if paid within
3 months after death
3~\LANCE OF INHERITANCE TAX DUE
Add interest at rate of 8%from
to
AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
BALANCE DUE
Add interest at rate of 6%from
to
FOR USE OF REGISTER ONLY
T ~x on *________!'i%$_
T ax on $.~%~.
T ax on ~3.980.00 $__2....:3~8_.;.-8_0__
:Tax on $:__Fi%$_
Exemptions :=(:::)
Total Estate _
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the
TIegister of Wills,.for proper reason,same should be noted below,with short
explanation.
Will t
Administration ~No.....................Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.....ADDA ..O~NIXON .
Deceased
Late of BEA.LLSVILLE. .~.~~~.
County of ..WASH·INGTON······················
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,.,
,.-,
.,
l
.~
Fonn'RCC-2'
COMMONWEALTH OF PENNSYLY~IA DATE .............FebruaI7.....2.a,......l99..9~..........
DEt>ARTMENT OF REVENUE RESIDENT INHERITANCE TAX ......................w.a.,.~.b..;i"ggt..9..~.........................,COUNTYBUREAUOFCOUNTYCOLLECTIONS',"
APPRAISEMENT ·FILE NO............................63.~.6.9~l.9.~......_.................HARRISBURG.PENNA.17127
Whereas....................................Adda....Q.......W.~~~.;m,....~/J~/~...............................................late of ............................~:~.~~.~~.~..........................................
in the County of ..................................w.e,.~.hin.gt.qn ..................................................................Commonwealth of Pennsylvania.having died on
the ............................,l.Q...th................................................day of .......................p..~.c:.~~.~~...........................19...~~...seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,............._..................W.~R..~.....C.A~~......................_......................................,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 Appralsemer.tDescrlptl!ln of Asset Values Made for Inheritance
Tax Purpolos
$i
JT.HELD:
Checldrur Acct.-First National Bank,vJashington in the names
of Adda o.Nixon and Viola N.Wylie 130.00
Savings Acct.-Mount Lebanon Federal Savings and Loan
Assn.in the names of Adda w.Nixon or Viola N.Wylie 1,000.00
Savin~s Acct.-First Federal Savings &Loan Assn.
in the names of Adda Nixon or Viola Wylie 2,000.00
Savi.rul:s Acct -First Federal Savings &Loan Assn.of
Washington,Pa.in names of Adda W.Nixon or Florence'
Alsworth.2.500.00
..
\5,630 005~630.00
·,0
·Ir·
,
;...t·
...
,
.
..
~'T',,+..1 5.630 00
form~;V~fhb~~::~hi:wll<lla~1~='~;o~~~~erl'~hattheab<>~~~~~r~iselTl~n~~~e1~~Z.
~~::·::·~~:~cz~··~~
(ber and Str~et)
..........................,~~.~_,Pe:lna.0/(Post Oflleel
.............................\rI.~.J:qNG.'I'9.~.County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.........................~P~.c.>.~~g2~a..I.~!~..
Deceas.ed.
Late of
BEALISVILLE,.
Date of Death,D~.c..~mlH~r.lQ,l.96.S .
Appraisemel!t Docket Vol.,3.7 ..
Page,J..9~5.No {>~9.9~.!.9.~..
Filed in Register's OfJice,F.~.p.r..~y ge.J..19 6.9..
Amount of tax due,$.,..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal ft-om Appraisement,,.
Entered.and charged,.
r,..
t ....'
.I
"
,"
RCC-81 (2-64)
J
•COMMONWEALTH OF PENNSy'tVANI"A
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E
RBI"IIR TO 37-190-5
NOTICE OF FILING OF APPRAISEMENT
/I
J
FLORENCE N.ALSWORTH Informant
,
I
, I
, i
, I
I I
In Re:Esta te of ..:;;A=D:;;DA:=...;;O::...::.:........=.::N=IX:::.O;::.:N~a::L/k.=L:./a=--_
_____W::.:A=:S~H~I::;NG=-:T~O::::N:...._County -File No.63-69-168
De ar MrS.Alsworth:
You are hereby notified that the o~ina7
appraisement in the estate of lidae6ceN on a:t!a
has been filed in the office of tbeRegister of Wi'lls qf Washin&ton
County on February 28 ,19~.Said appraisement reflects 'the
following valuations:
Rea1 Est ate ---:..------::-""7":".."....,-=,....--Jt.,Held ~:;.;;...__~5.L.'6=3:;..;,O...:;.~O.;;..0~......
Transfers --:-_
Total ---,__..........5'-ol,~6~3~0~.~OO~_
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 __---=.F-=e~b=_ru=ar=_"y'___=2::.::8;.&.-=1.L.96=_9L.__Si~ned~£~e 5?~
Title WeRt CHANEY,C APPRAISER
DATE OF ,DEATH':December 10,1968
Note:This is not a bill.
Form No.RCC-62 (2·64)THIS FORM REQUIRED IN ALLESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 18,1981,J
~,"1O;FFECTIVE JANUARY I,1962,(FILE IN DUPUCATE "tTITH COPY OF WILL ATTACHED)-/'~-................../----~·i
OFFICE OF THE REGISTER OF WILLS
WasblngtonAl-o£..o~.tY,of .., ,Be'••...:.'II -'1'11'8 ..Florence Wi.1i/Jft'4-~,U ~....Pa.......".,."."..,.,...,...,.,'..,.."."."..",.of .""""..,..""..""...",..",..,....,.,.,
(Name)~dd~8tfOrn , .xx an ne...rbeingdulyaccordingtolaw;deposes and says that he is the:...~_
Ado O.N1xon a/kIa Bea11Bvi~1.~m··Pa:e.Etc.),
of the estate of----Jt4lta--W.---Nlxon-.-------------------_·wh~se last residence was ----{No~j-----------------------~~~;;--iO-~-1968.,
___________________________________________________.deceased,and that the whole of the estate of said decedent,who died _
(CitY.Borough or Township)(Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN<l:ES 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
P~rsonal Property
HOlE
.
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 deceden~'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.
.'j
Jointly Held Property Estimated
Value.
\:..
Adda O.Nixon and Viola N.Wyl1e.1/2 taxable
1/Sav1ngs account-Mount Lebanon Pederal Savin s &Loan Assn.2.
1.
3.Savings account in First Federal Savin s &Loan Assn Wash-
,'-2.taxableinnamesofAddaW.Nixon or Viola N.Wlie.
4.Savings account in First Fede:ral SaY!GiynW~L.t!.!t2an......8Ji.ii.Qj:a.s:ll!.J~LI--=---lI~
of t'1ash1ngton,Pa.,in names of Adda
Alstiorth.1/2 taxable [j €
Transfers within TWO YEARS Prior to Death
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
None
,
BENEFICIARIES
r
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children DECEDENT ANNUITANTS BENEFICIARYSTATEYESaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
MrS.Viola N.WYlie daughter Yes --Surviving co-owne
Meadowbrook Circle R.D.or bank accounts.
Venetia.Pa.15361 .
-
}?lorence N.Alsworth daughter Yes --Survlvln2 co-owne
Beallsville,Pa.15313 of bank accounts.
'\
,
r
...
RESIDENT'DECEDENT DEiSTS AND DEDUCTIONS CLAIMED
$Funeral expenses paid
NOTE'List first five items in the !'paces so provid~d,observe notations thereon,and instructions
DEBT OR CLAIM •..·:;NATURE OF SAME-AMOUNT THIS COLUMNr------====-=---=-=.:........:-=::.c==------~-------::....:=:......:c.:::..:.=.----=...c=---==------r-...::...:..::..::....::....::....::..--r--to.KEGISTERONL"!
$
Family exemption (will not be allowed unless
deeedent died residing with a spouse or children.)
Acministration Expenses *
Counsel fees *
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
SEE S'rATEMENT OF DEBTS AND
DEDUCTIONS SEPARATELY FILED.
Total
...................................................
(OIDPX1KX~XWi~
."~..~~~;~gb:'nd~7.~;~gd:::~'ld~;:.:;:,,~~fO,,~th;;;
In the event that any future interest in this e,tate is transfel'l'ed in possession 01'enjoyment to collate~~eirs of tt:e decedent after the
expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inneri-
tance taxes at the lawful collateral rate on any such future interest.
...RE~ORT OFTHE.-~OF W~S .
I,the underSigned duly elected Register of W:lls In and~.......~County,Pennsylvania,do respectfully
report that [have allowed debts and deductions :n the amounts claimed by dep~,except as to those items where a greater or lesser amount
is set forth in the last column to the right in sa.id schedule above,which greater\Q..v esser amo~resentsthe sum allowed as a deduction.
Dated:~~~/:I.~/!?~?'~I.Ff~I?~~?.d Register of Wills
I
~
~.
Form No.RCC-62 (2-64)
WillAdministration lNo Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
. . .ADDA .0 NIXON.a/u/a .
Adda W.Nixon Deceased
Late of aeaU$Y.111~,..P.S,.
.County of ..WaSh:LRg.tQn..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
S~"1r~'"L;-I';~'-.:~
".....',.,'"~"."u,o.~..~v'~i.:
r;.-':r ..Jr"(",'v __~,!.'-d V·~'"<...",...
,.
McCre1ght~'Marr1ner &McCreight
520 Washington Trust Building
Wash~n~tnn.Pa.15301
",j
<~"_.\"f',.,.C\.I.
...
J:lEDUCTlONS ALLOWED IN
THE SUM
M .......""1 ~..)"0;00
DATE APPROVED .•.....at'..:&:?r~~,."
---------~_.---------Rlg;III'01 Wllh.Agrol
Beallsv1lle,Wash1ngton County,Pa.
CATIi 01'"DEATH
\.~Docember 10,1968
IREMARKIII AIo10UI.T
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-...ftl'l,.....v_...-J
'''hrae Death Cert1f1c-ates 3 OC
,
<it '
t.3-:'&Cj-1 t g
STATEMENT OF DEBTS
AND DEDUCTIONS
OfFICE OF 'PHi
RFGI!'TER OF'WILL';
,'t:.h nf'PAl
OF COU~TY
"
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Feb •.16 McCre1ght,Mar'r1ner &
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COMMONWEALTH OF PIiNNSYLVANIA l'Washlngton 011
COUNTY OF FlOP8R68 N.Alswor h
I.
~y KNOIILC.OGE ANO DELIEP'.THE FOREOO;NG IS AMdaA.,Q.TI~lXODJe:lkJEa
A0,"Ill:lir"ATIC N .J IJ D1-11TTEO TO TH&:EaTA"E OF -:----'--------......,;=;::;:;::o--..:...==r"'---rl"~
IN"fRITA"'C£TAX p,li·R?~lIES.,,,
.=-==::...::==.....:;~-...;.;=~..;;..;:;....;;.,...:-(L..5.1
~~."....__DAY 01'
.,;-..l.
iORENA W.ClARi(NOTARY PUniC
WASHINGTON,WASHliiGTGN COUrn,PA.
My commission expires Decemb"r 3.)./f1'7P