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HomeMy WebLinkAboutOC1969-0243 - ESTATE OF HARRIS SR....-- RCC-6\(2-64) "COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE~ BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT EDWARD J.HARRIS Inforrrant IN YOUR REPLY PLEA.IE REFER TO In Re:Estate of E....,D.;..W_AR.:...;..D_HA_RRI_·_S...,:,:....-.S_R_._ ______WA_S_H_IN_G_TO_N County -File No.63-69-243 Dear Mr.Harris: You are hereby notified that the ori~na1 appraisement in the estate of Edward Harr~s,Sr. has been filed in the office of the Register of Wills qf Washington County on November 26 ,19~.Said appraisement reflects the following valuations: Re alEstate _--'---::---::=,......",.",-_ Personal Property ~~~,~O~O_O_.~OO _ Transfers -,-__ Total -'-__---,_...!52...,,~O~O~O~•.l:::!: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 (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date -=N~o::.:iV-=an=be:::::r:........:::2:.;:6:.z.,_1::.9~6:::..o9~__Signed OJ ed<&A kl Lnt ~-e Title W.R.CHANEY,~IEF APPRAJBER DATE OF DEA.TH :November 28,1968 Note:This is not a bill. / CC-39 (5-6)1.).;;;.'' COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT -.. SUMMARY Estate of HARRIS, (Last Name) EDWARD, (First Name) SR.DATE OF DEATH 11-28-68 FILE NO.63-69-243 (Initial) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WashingtCJl 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". Dated:.....1~1~-=26~-~6<..<9'--_ 11-28-68 ~~~AX APPRAISER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect- fully 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:--=1=1-:-2~6-=__=6~9 _ VALUE AS REAPPRAISED $-------+--2,000 )0 2,000 DO 1,822 30 178 ~ 2.000 CO 1,822 00 VALUE AS REPORTED VAllIE AS APPRAISED $--~~OOO+OO-$ 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 -L= (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. __c $ t= $ $ 1== $ COMPUTATION OF TAX $------=-=~.,...,..-$......:l=.:O=----+i=_=_6g_ $---------4-- $-------+--.- $---------4-- $=====9 $------1 $========= ___.......JL- TOTAL TAX BALANCE :----~~ PAID $-lL BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $--~---t Estate tax paid $--1 BALANCE DUE Add interestat rate of 6%from ------Ito----- Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death TOTAL TAX FOR USE OF REGISTER ONLY Tax on $----------4--A Tax on $''7~00 ~ Tax on $5% Thxoo$1~ Tax on $15% Exemptions '" Total Estate-----1-__ FOR USE OF REGISTER ONLY 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 Administration f No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .E.I>WARPfIJ\.Itlt~,.:3J:(~.. Deceased .. ., Late of ... County of WASHINGTON Wi\Sl{INGTON ,-- Commonwealth of Pennsylvania REPORT AND APPRAISAL ~, '< "~" Form RCC-2 DEPARTMENT OF REVENUE'", BUREAU'OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 ,COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX..APPRAISEMENT DATE ~9.y.~1:?~~??.~~.?.?..?. COUNTY ~~~.h~.~.~.?.~.1 FILE NO §?:.§.?:?.4?.' Whereas,~g.~~.9 ~§..t.~~.~J ~F.!late of ~~.~.~?~.~.??. in the County of W.~§.b..i.P.gt.9.~L Commonwealth of Pennsylvania,having died on the ?g.~.h _day.of NQy.§mP..l?r.19 9..?..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania', Therefore,I,.................................w.~.~..~....9.h~~.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 : 20 Shares Star Mould.Machine &Foundry Corp 1,500.00 I I.. 20 Shares Star Engineering &Sales Corp.500.00 , I 2,000.00 2,000 00 I n_ . I I Total 2,000 00 I I I I form~~V~~hb~~~:l:;,~w(.r'"~j~~~l~~·~a~o~e~7[jj~/;!;.~:~~~~r;:n.~i;;ieltE ;.cl Appralller ;J:t:;)~.../I;J................................·..~·~·~·:P:t·::z:~~t.).................................,Penna. r=================-------------------------------------------------------------------------~----------------, W.AS.I:u.NG'l'QlIL County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of EDWARD HARRIS.SR. Deceased. Late of WASHING-roN Date of Death,N.Qy.~l?~:r ?$.1 J9..~$. Appraisenzellt Docket Vol.,J7 . Page,/%..r.~Z No Q,}::.~9:'.?4.J.. Filed in Register's Office,N..Qy.~mQ.~.:r ?.Q.d99.9 .. Anuntnt......!!f ~x due,.$,,:"..=:-:"-.::.:.::.:::.::.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,. Entered and charged,. r ; I .., ',\ Form No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITHGROSS ASSETS UNDER $10.000,UNDER SECTION 701 OF ACT OF JUNE 16.1961.j EFFECTIVE JANUARY 1.1962.(FILE IN DUPLICATE WITH COpy OF WILL ATTACHED)6.2--~1-.<,Y..?_*'OFFICE OF THE REGISTER OF "WILLS County of W'A~tI.~~gf:Q~. ..........EmW'ARD.J.•.HARRIS of ~~.~.1(·..9~$:r.~~:r:.$f.~~~.~,.~~~~H:(:N.QTON (Name)(Addre88) being duly S.WllRN .according to law,deposes and says that he is the .INF_QRMANT _ (Exec.,Adm.,Legale".EtC.) of the estate of ~_:myARD HA.RRl.S_~---.s..R.!..-----whose J~st residence was -------93.5.--Ml...--CHESTNUST--STREE'l;.(No.)(Street) .._.....JY-~§Jg~Q_1'.Q~.deceased,and that the whole of the estate ~f said decedent,who died N9..Y.!f_S_,1968 .(City.Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES Aim RELATIONSHIP OF OTHER OWNERS. 00 00 e 00 Real Estate Estimated Value M{111.~ Personal Property .I '/ 20 SHARES STAR MOULD.MACHINE &FOUNDRY CORP.(8-18-49)@ 75.DWf1..,500. 20 SHARR~~rrAR RNr.,·II\IIHOlll\Il.;.f...~ATF.~f'{1J>'O f1 '>,c::n ~25.DOI;.-0J~oo ,1'. 20 SHARES IN-PLANT GENERAL CO .•---(7_?1_h()~o va ue No Valu .,' ".\. TOTAL 2,000. NOTE:You may expedite the processing of this return QY 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 Estimated 1 "Value ~.. t,- ~- - , i \ Transfers within TWO YEARS Prior to Death , I , , I ! I I i I I ! I That at the time of death there was no safe deposit box registered in 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 anothe~as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION i THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX i IN NAME OR NAMES OF HOLDERS TO DECEDENT I, I I -I iI, BENEFICIARIESI BENEFICIARIES AND ADDRESSES RELATIONSHIP S.URVIVED 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 I .. I - ,- I I --.....,..-'"""?..:.:-._~.-........,'~-~-......--------------......--_.~~----------------------~-...., RESIDENT DECEDENT ~DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions. DEBT OR CLAIM NATURE OF SAME .."AMOUNT THIS COLUMN ....p...KEGISTER ONLY ROBERT HUMMELL Funeral expenses paid $822.{0 $ Family exemption (will not be allowed upless decedent died residing with a spouse or children.)1IDOO.OC Administration Expenses * Counsel fees *I Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below I Total 1,822 O{ 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 01'less than the estimated amount claimed and allowed.l •/.' /ft~Subscribed and sworn to before me this , . . . . .. ,. ,day of , . , "19 . (Street Number) (City or Town and State) Having been duly SWolLccording to law,I do hereby certify that the above appraisement is m~e in conformity with law on this....",.J.L.'J.,day of ,..~~~.;J.)C'···./?,h9,&.'1 ~\\ ....tv:\/.·._...~J'.......~7J:L.o/(2.,...AP(fai~er In the event that any future interest in this estate is transferred in possession 01'enjoyment to colla . I heirs of the decedent after the expiration of any estate for life 01'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,;f~?ISTE I,the undersigned duly elected Register of Wills in and for...[j__.i/.I~••:-<-:,1r.'.~.UM.4..."'l-4'n'-:-:-:-:--: report that I have allowed debts and deductions in the amounts claimed by deponent, is set forth ITI the last columi to the right in said schedule above,which greater or Ie Dated:~.~...4."I""!9.c"J. r -i 'mm No.'CC·""·W' "WillAdministration lNo..:<f.~...Year .~., IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF EDWARD HARRIS SR •........................ .......,. Deceased Late of . . . .,\TASHINGTON............................ County of .'''ASHINGTON.....................,. Commonwealth of Pennsylvania REPORT AND APPRAISAL ~, -Vld ..··OG ,N:Ol'~,;~UHS'l1A SlliJ1Il.\"zjij ·~?J1.Sa~3<J @~m\1~1l1~SSgnll .., ~~EUd ~2 fiOM 69, °0.311 j :--" L -.",_. ;."'