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HomeMy WebLinkAboutOC1969-0221 - ESTATE OF FINCHAM'. ., RCC-BI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION j IN YOUR REPLY PLEASE REFER TO 37-186-9 NOTICE OF FILING OF APPRAISEMENT LEONARD E.FINCHPJ{Informant RUSSELL E.FINCHAMInRe:Estate of_-.,...----'===::c-::~...:...::::.:..:=:=.::....----- ______---:'i'~vA:::::S~H=IN~G:::..:T::...:::O~N:...___County -File No.~3-69-221 Dear Hr.Fincham: You are hereby notified that the original appraisement in the estate of Russell E.Fincham has been filed in the office of tge Register of Wills qf Washington County on FebruaEY 18 ,19--2.Said appraisement reflects the following valuations: Real Estate _ Personal Property ~4~3~O~.~00~_ Transfers ,....."-,:::---:"..,,,..._ Total ---:::!4:.::;::3..::..0..:....0::..,:0:.-.-__ 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. Date __~F~'e~b~r~ua~r:!:...yoL...:1=.::8::J.:.....=1~9~6.t..9 _Signe~£,~q~ Title W.R.CHANEY,CHI PPRAISER DATE OF'DEATH:September 14,1968 ESTATE INSOLVENT Note:This is not a bill. ,.r ;.....RCC-l 03 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS I COUN TY OF_W;..:,;A'-"S;;;..=H=I=Nc.::G:.=Tc.;:O:.=.N::..-__ This return must be completed In detail and filed in duplicate,with the Register of Wills in the County where the decedent resided within one year after date of death,unless an extension is granted by the Secretary of Revenue. 15367~R.D.#1 Venetia,Pa.,(Address) Misc. being duly sworn according to law,deposes and says that he is the-.....j.J..nl..lf~O..l-.lrr-l.l.m~a~n"-tl..-:----___:_--------- (Exec.,Adm.,Legatee,etc.) ofmhe estate of _R.uwU...Su.Su.E...L....I...,-"'"E....'---'F'-I.L..Nuu..C.J.JHL-"~~M'4-,Iate oJ Peters 'l'oWI+shiD,Wa sb i ngton Co.~a • (City,Borough,or Tbwnship) deceased,and that the whole of the estafe of s\Jid decedent,who died on -....S=e'l-p.....t-"e:::.lm.u.b~e:.J,r.--,1.b-'*4"~1l:-9i416-(;8...,,,------_(Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and Will Admn.No.19 I,Leonard E.Fi ncbam (Name) Department Valuation CAUTION (Do not writ.e in this space) Estimated n Markelf.'b VaiuS ~C<~C'_. ASSETS (Attach additional sheets if necessary) Description of Asset Type of Asset: Real Estate,Pers. Property,Jointly Held Prop.or Transfers no Pennsylvania Transfer Inheritance Tax is due. Sworn and subscribed before me "~ 20th day of JanuarYl9~/~~~Inform.ant BETTY E.WENZEL,Notary Pub.lle (Signature)(Title) _~~~"4L...1..I:.2...:...:..j/..£L."U&.¥-E;L-_:.::.M.::.:on:.::o:::ngahela,Washington County,~.M Commission Ex ire Undivided 1/2 interest in Fincham American Service Station,Venetia,Pa.,consisting of tire changer,refrigerator,and inven- tory of stock at the total value of$560.00 and being sale price to Harold G.McChesne decedent's one~half Personal Property Tools and Air c6mpressor at/' $300.CO ~tJ,decede:_'S value of one~half o~" 150'.00 TOTALS $430.00 Amount Approved by Register Amount Claimed DEBTS AND DEDUCTIONS Nature of ClaimNameofPayee REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointeCi Inheritance Tax Appraiser in and for the above County do appraised the real and personal property as reported in the foregoing schedule at the valu the last~n t the right. Dated: Edward Garry Funeral Home Funeral expenses $800.00 William E.Bartram 1/2 of garage rent owed 62.50 Filing and notary fees 5.00 TOTALS $867.50 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed,except where I have set forth a greater or lesser amount in the 10,',al.mn to the ,i,h.,whi,h ,..at..a,Ie....ama.n'.....,.,,,.he.z;::"awed a,a ded.~tian."- Date of Approval:J{4 /rf/k£~~~2 /Register of Wills Will } Administration No.Year IN THE :, ~. MATTER OF THE APPRAISEMENT OF THE ESTATE OF RTTS$ELL E.FI'NCHAM, -Deceased Late of R.D.#:1,Veneti a, County of Washington Commonwealth of Pennsylvania REPORT AND ,APPRAISAL -, '"r . :t ----1 Vi .~ ~t : i..-.J 1...J -...l 8c:JGp!1 L.Boffmoml Attome)'at Law 94.1 W.maiD Stnet ~Pa.16008 ':>~-39 (6-67) ':OlYlMONWEAL TH OF PENNSYLVANIA, TRANSFER INHERITANCE TAX RESIDENT DECEDENT FINCHAM,RUSSELL E. FILE #63-69-221 September 14,1968 SUMMARY FILE #63-69-221 TtEPOHT 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 opposi te each item in the last column to the right in Schedules "A","B","c"and "E". Dated:02-18-69 09-14-68 REPo~r OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do rc;spectful.ly report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater OT lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowe~:~~6~edUCt1~n.~~~ Dated:~~~ REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-----~.430.00 430.00 Estate Insolvent----------- INVENTORY Real Property (Rchedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) 10TAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 430.00 867.50.=====~=.~._. 430.00 867.50=:::::===::=:::=:::=.-======1= Valuation of life estates or annuities . . • . • . . . ESTATE TAX ASSESSMENTS C011PUTATION OF TAXfORUSEOFREGISTERONLY Tax on $•__5%%~__'_........c__ Tax on $~~~.~ Tax on ~~}~~.$__~__.~._ T ax on $.__lfl%$ Exemptions .__U) Total Estate __ TOTAL TAX $_ Less tax previously paid *============:.. BALANCE $-~----Less 5%of tax if paid within 3 months after death $~==========I___ (,:')As evidenced by Chari table Exemption Certificates issued b~the Secretary of Revenue. $ $~------$ *------- TOTAL TAX BALANCE PAID JALANCE OF INHERITANCE TAX DUE ~-------- Add interest at rate of 6%from to $_ AMOUNT OF ESTATE TAX ASSESSED $~ Estate tax paid $__ BALANCE DUE Add interest at rate of 6%from to FOR USE QF REGISTER QNLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,same should be noted below,with short explanation. Will lAdministration~No.Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF RUSSELL E.FINCHM-1.................. Deceased " Late of .. County of PETERS T~~., WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL , ~ ,~.'(- Form:RCC-2 _.PEPARTMENTOF REVENUE ~.~BUREAU OF COUNTY COLLECTIONS' HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA '-RESIDENT INHERITANCE TAX APPRAISEMENT DATE .f..e.b.r..ugJ;y 1.$."1.999 . •COUNTY Washington.............................................._. FILE NO..Q).::.9..9.::.??.J:, Whereas,R1J,§.§~.ll....~.,f.t.D.9.h.9:m late of X~.~.~~.~~~P.~. in the County of !~~~0.~.~.~?.~Commonwealth of Pennsylvania,having died on the ;)A ~~0 day of ~.~p.~.~~~.~:r...................................19.?~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,y.~.~.~.~?~.?:~~X ,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: Undivided ¢/2 interest in Fincham American Service 1 Statmon,Venetia,Pa.,consisting of tire changer, refrigerator,and inventory of stock at the total value $560.00.2F'C '\"of 280.00 \...JIJ ! I Tools and Air compressor b150.00 430.00 430 00 Total 430 00 I I Estate Insolvent form~V~~hb~~::~h~Sw~·cco!~~I.~.~:;:rer~~~;;i;;?~n?/o' Appral!..~r .....................~.....................•.•................................................................................~............./;.~:~::~~~t.)...............................,Penna. - ~vASHINGTON.................................··.····M .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of RUSSELL E.FINCHAM Deceased. Late of PETERS TWP •................................. Date of Death,s..~.Pt.~mQ.?r.14."l9.6$. Appraiselllel!t Docket Vol.,.'?!... Page,~?~:::-.9.No ~?:::-§9.:::-.??J _ Filed in Register's Office,F.~.l:':r:.~Y.:~?'..19 ?.9.. Amount of tax due,$. Received, Examined and Approved,. Wrote abo,ut A ppra.isement, Appeal f,.om Appraisement,. Entered and charged,.. ...' \. \. .' ,- /I