HomeMy WebLinkAboutOC1969-0193 - ESTATE OF ALLEN,.
R CC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
ED ALlEN
(Executor ~.
IN YOUR REPLY PLEA8E
REP'IER TO 37-185-6
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In Re:Estate of S.;..A.;..MU:.:.-EL:.:.-A:..;L=:I=:E...:;N.:..-------
_____W_AS_H_IN_G_T_O_N County - FHe No.63-69-193
De ar Mr.Allen:
You are hereby notified that the original
appraisement in the estate of Samuel Allen
has been filed in the office of the Register of Wills qfWashington
County on April 1.4 ,191tl..Said appraisement reflects the
following valuations:
Re al Estate _~---l.6~'o.../5~Q~Q!.a'~OO~--
Personal Property 5~O~Q~O~O~__
Transfers ----------,,--,=c:,.....,,,.,,,...--Total --..:6:..l1.U!£S:;;r:':.::;O,%..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 A~pr_i_l_14~,_1:..:9_6.,:..9 _Si.ne~/&~Q~
Title W.R.CHANEYJCHIEF ~RAISER
DATE OF DEATH:January 23,1969
Note:This is not a bill.
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~(SEAL)
LAST WILL AND TEST~;ffiNT
I,Sam Allen,of 283 Buena Vista Street,Canton Township,
I appoint my said brother,Ed Allen,'to be the executor
In Witness Whereof I have hereunto set my hand and seal,
absolutely and in fee simple.
wills by me at any time heretofore made.
I give,devise,and bequeath my entire estate,real
and personal of any nature whatsoever,to my brother,Ed Allen,
of this my will.
and for my last will and testament,hereby revoking all other
this seventh day-of April,A.D.1953.
declared by the above named testa-
Signed,sealed,published and
presence who in his presence,and
last Will and Testament 1n our
tor,Sam Allen,as and for his
at his request and in the presence
of each other have hereunto sub-
acribed our names as witnesses
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@OFFICEOFTHEREGISTEROFWILLS..t.'..
.County of ..l.i!\..~J?:;IN(rJ'P.~,..,
......,.,."""ED.Ar..~m.,,'.., ,of .,q:t.9,,:e\l~.:q.:;t ..v~;3,'t!~I ..W"{l;3.l:J.~P:g'\iPA ,~l?:p.A~f
(Name)(AddreB8)
being duly ~_WQJ!l,.according to law,deposes and says that he is the .m~~£~_~_~~_ALLEN (Exec.,Adm.,Legatee,Etc.)
of the estate of.SAN .AL1EN g.l~l~L_s...AJ1QE1 whose last residence was .a.l_9.__BJ.:U:~n!;L_v.:i_$_t(~S)_tr~_e-t _
(No.)Street
jJ_an_t_QD_.JJc{P-.A._I-_Ji~.s_b,,_'p_g._~.deceased,and that the whole of the estate of said decedent,who died ._.J_~n._!gJ...t l_9.Q9
(City.Borough or Township).(Date)
consisted of:
Form No.RCC-62 (12-66)THIS F RM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 7 0
EFFECTIVE .JANUARY 1.962.(FILE IN DUPliCATE WITH COpy OF WILL ATTACHED),..._".,.'7.
//.'
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRAN<i: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
Lots Nos.21.L8.2l.L9 and 250 in Gordon Land Company Plan.on
which there is erected a Lt.room arid bath frame dwelling•~tOoe.oo.
Deed references:Lot No.248 -Deed Bool-c 619,Page 607 ~60o#o~
Lot No.21J.9 -Deed Book 1J.92.Page 529 M'C~
Lot No.2t;0 -Deed Book 716.Paf!e 176
l"'?"".,..,J/~~J.,..~....c,...;L JI?
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~~6flJ-r,(5'O 'lv.-...L-IL__
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Personal Property
1 lot of household furniture 50.00
."~P7t'"l:£.ilooo'ifF"
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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.
--~--_.'_._--~--~----------------------------------III\I
Jointly Held Property Estimated
Value ~_
.'"'-",NONE ",
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Transfers within TWO YEARS Prior to Death
NONE .
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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
N()T\TR
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
'RA All"",.,Brother Yes All
bIg Buena Vista Street
lATa on;no-ton.Penna.1t;301
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NATURE OF SAMEDEBTORCLAIM.~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 *
Fiduciary commission *
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OTHER DEBTS AND CLAIMS
(*)See Note below
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Total
RESIBENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
t-f'o"iF;.List first five items in the spaces so provided,observe notations thereon,and instructions.
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater
or.less than the estimated amount claimed and allowed.
-Subscribed and SWGm to before me this .
....:.-~.7~~._:.day of H~p~~,19P9.
...":.''~~;H£RCrG""'".
Notary Public,Washington.Washlngtoll
My Commission Expires JUlie 28a19U
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(Executor-~
.Ql 9..B.\l~:r;l.q.Y.i.s.ta.Stre.et .
_(Street Number)
.~I~~P.~g~~~.~..~.~~~Y.~Y.~~~..~?~q~..
(City or Town and State)
Having been duly swo)'n...~ording to law,I do ~c.ertifY that the above appraisement is made in conformity with law on this................/~*dayOf·······~~······A··j····,19/~/r-J ~"~.~~;z~~(.....~.-t'..4··/.~praiser
In the event that any future interest in this estate is transferred in possession 01'enjoyment to col ate I 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.
REPORT OF THE REGISTER OF WILLS
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 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 said schedule above,which greater or lesser amount represents the sum allowed as a deduction.
Dated:- .
Register of Wills
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Fonu No.RCC-62 (12-66)
WillAdministration lNo Year ..' .
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IN THE :::.;:'..-~~:"'""-
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MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
SAM ALLEN alkla
SAMUEL ALLEN...........................,..-..
Deceased
Late of ..CAntAn.:r~P.~~;i.'p'.
County of w:s.$l)..:i,I?-g~91 .
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Commonwealth of Pennsylvania ....:
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JAMES C.BANE,ESQ.
307 WaSh~ngton Trust Building
Washington,Pennsylvania 15301
'*-DEPARTMENTOF REVENUEJJ'
BUREAU OF COUNTY COLLECTIONS..
HARRISBURG.PENNA.17 12 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX."\.-..
APPRAISEMENT
TE April 14,'1969DA .
COUNTY w.~.~.~~.~.
FILE NO..9.3.~.6..9~1.9.3..
...............................Penna.
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Whereas..9..~:g,~l..:!\J.),~.~late of ~~.~.~.~~.~~..
in the County of ~~~.~~~~?~Commonwealth of Pennsylvania.having died on
the ?3.r.4.day of ~.~.~~.l:7 19 ??.seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
WR ChaTherefore,I,.....................................~......~................D-.~y................................................................,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
I
Unit Appraisement I
Description of Asset Values Made for Inheritance I
Tax Purpoles
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$l
REALTY:
Lots Nos.248,249 and 250 in Gordon Land Company Plan,I
on which there is erected a 4 room and bath frame Hwelling.6,500 00
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PERSONALTY:I
1 lot of household furniture.50 00
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Total 6,650 00
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Having been duly sworn accor~to law,I do hereby certify t t the ab ve appraisement is made in c -
formity with law on this .............../:.......~...,....day of ..................................:.......'.............................................................19 .....Z
WASHINGTON............................................................Cou'nty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.......~AM.:w::I,.!i.~.
Deceased.
Late of
WASHINGTON.........................................................................
Date of Death,~~~.y.??.~}~~§~:.
Appraiseme/!t Docket Vol.,3.7 .
Page,J.,~5..::~No §?~.cr!.9.?..
Filed in Register's Office,:A..P!.!.:I.:!4.1.19..§..9...
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,..
Wrote abo.ut Appraisement,..
Appeal f,.om Appraisement,..
Entered and charged,.
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"lCC-39#(6-671
9,O'MMO~,,""EALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
ALLEN,SAMUEL
FILE #63-69-193
January 23,1969
SUMMARY
I.the undersigned
#63 Washington
FILE #63-69-193
the real and personal
opposite each item in
ltEPOHT OF INHERITANCE TAX APPRAISER
auly 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".
Da ted:04-14-69
01-23-69
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for _
County,Pennsylvania,do respectfully 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:
REGISTER OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$5.600.00 .~$6L500.00 $__~_
50.00 50.00
INVENTORY
Real Property (Schedule A)
Personal Property (Scheaule B)
Transfers (Schedule C)
J oint-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
5,050.00
====="".~-~=====.-======:~
(*)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
CO~1PUTATION OF TAX
*-------d>~'-------
fOR USE OF REGISTER ONLY
T ax on S.f)'Yo---~---_.--,Tax on $.10%
T ax on ~20S $__.,.-_
T ax on $'-=<:h"l~~....,.-
Exemptions .__(:::)
Total Estate __
TOTAL TAX $_
Less tax previously paid $~======~==\..
BALANCE $_
Less f)%of tax if paid within
3 months after death $======:=
3,\LANCE OF INHERITANCE TAX DUE
Add interest at rate of 6%from
to
AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
BALANCE DUE
Add interest at rate of 6%from
to
TOTAL TAX BALANCE
PAID
St _
$--~---
$-------
$~-------
$------$
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 (...No.Admlmstration
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
SJU;1UEL ALLEN
Deceased .,
Late of ..WA$lI.I.NQ'rON " .
County of _.._~.@gI.N.:cr~()ll .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
...
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Form RC C·10
OFFICE OF THE"~.
REGISTER OF WILLS
OF _W.:.:.A=S=H:.=I:.:::;N"""G;:..=T:...;O:..:;l\c:...J __COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN j
THE SUM OF $?!(C?f~.tf
DATE i2~£:!;~;
Register of Wills,Agent
ESTATE OF SAM ALLEN a/k/a
SAIVJUEL ALLEN J/
DATE OF FILfNG APPRAISEMENT L:d?1-~r
LATE OF 819 Buena Vista Street,Washington,Pa.
DATS OF DEATH _,.l,jJUia:!olon..lo.lll~a:a.r=-Y.J-..!=2.....3LJ'L.....::l:!::..9.L.,;6~9 _
DATE NO.OF NAME OF PAYEE REMARKS A"'OUNT
VOUCH""
1/~1 '1969 Russell Marino.Reg.Probate Will 12 00
1?1?11 qAR Amhll1ance &Chair Service Ambulance Service 20 00
1?I?/1 qAR Washinrrton Hosnital Account 1389 70
Bernard Berman.M.D.Medical services 30 00
E.Snosato.M.D.Medical services 1 A~('I()
?I?R '196 0 Robert HU1I1l11el1 Funeral Home Funeral expenses 1198 50
l/?o III qhq A,TA11 a Jusko Ren t pavment 20 00
?/l~111969 Columbia Gas Comn any Account 59 36
~/17 1/1969 West Penn Pm'Jer Company Account 9 65
2/l~V196S Citizens Water Company Account 3 78
Ernest R.Weltner Real Esta ue Realtor's Commission 390 00
J~D.Woodward,Recorder Transfer stamps 65 001%state Transfer stamps
John D.Woodward,Recorder Transfer Stamps 65 00
Mae Herceo:NotarY fees 4 00
Ed Allen Executor's commission 327 50
James C.Bane Attorney's commission 327 50
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TOTAL $4J l06 99
COMMONWEALTH OF PENNSYLVANIA }
~~_s.:COUNTY OF ~ASHTNGTON
I --J;:,E....DI-...J;A;l..LT~IT...LI,EI\~J _
•HEREBY CERTIFY.THAT.TO THE BEar OF
MY KNOWLe:DGE AND BELIEF,THe:FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE El'n'.\n OF SA~-1 ALLEN a/k/a"SAIVEL ALLEN DECEASED,AS DEOUCTION$FOR
INHERITANCE TAX PURPOSES.~."-,--fl///Jd
_.-:>j,4Z Ed ~(L.S.)
SWORN AND SUBSCRIBED BEFORE,ME:nlls.%n DAY 01'&2t4/:P~4;;'4 leM-"
"MAE HERCEG~r -.~
NofaIY Public,Washington,Washlngtoft'CcIa"
.My Commission Expires JunQ 28~J9l1