HomeMy WebLinkAboutOC1969-0260 - ESTATE OF KNOXRCcoal (2-64)
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COMMONWEALTH OF PENNSYLVAN1A•I 'DEPARTMENT OF REVENUE1
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
IN YOUR REPLY PLEA8£
REP'ER TO 37-190-6
j
ROBEnT R.PATTERSON Informant
In Re:Estate of_,__..::.JE.::;':.;:NN:.:.;I=.;E::.-.:;P--::.--=:KN=OX=--------
_____W;.;.:A.;.;S..::,H:.;:;I;;;..NG;;;..T;;..;O::.;N:....-----County -File No.63-69-260
Dear Mr.Patterson:
You are hereby notified that the original
appraisement in the estate of Jennie P.Knox
has been filed in the office of the Register of Wills qfWashington
County on March 26 ,19..6.2.Said appraisement reflects the
following valuations:
Jt.Held
Real Estate _~~:-:-_-_
~:...r_o_p_e_r-t_y~~~~~;~:;;j~l(D:~~~~:¥:?&~--
Tota1 4).7.24,..]].
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 --::Ma=r~c:::h_2::.;6:=.;IL...::l:..!:9..::.6~9 _
DATE OF DEATH:December 17,1968
Note:This is not a bill.
:..
--../;'CC-39 (6-67)
':OMMONWEALTH OF PENNSYLVAN.IA •.
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
KNOX,JENNIE ,F.i
FILE #63-69~26e
December 17,1968
SUMMARY
FILE #63-69-260 nT~POn'l'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'?-!3 reported in the foregoing return at the values set forth;:::::te each itemo~~~::last column to the righ:;&edUles "A","fi","c"an:z~
12-17-68 AISER
REPORT OF THE REGISTER OF WILLS
I,tlJe undersigned duly elected Register of Wills in and for Washington
County,Pennsylvania,do rpSTH;(;tfu:Ll,Y report that I have allowed deductions in the amounts
claimed by deponent,eXCejlt as to those items where a greater OT lesser amount is set forth
in the last column to the right in Schedule "F",which grelLater,r lesser amount represents
the sum allowed as a deduction.I
Da ted:03-26-69 't.-~~e,-"f)o:....-.._
REGISTfR OF WILLS
======1=
2,724.11
1,284.86
1,439.25===~~~=:""
1,269.11
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$------413.66 413.b6
2,310.45
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule 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 ~------
1<OR USE OF REGISTER ONLY
T ax on *________1):10
T ax on $.~_10%
Tax on ~2"S
Tax on $1.284.86 :~~
Exemptions 1=(::,)
Total Estate __
TOTAL TAX
Less tax previously paid
BALANCE
Less 1)%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 _
COMPUTATION OF TAX
~------%_-~=-~~192.73"'-----=~~::.
$-----<t>",======._---$--~----
*=====:=
*----~~$-----~
TOTAL TAX BALANCE
PAID
As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
$-~-----
$-------
$-----~~
$-------$
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 ~No.year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
JENNIE P.KNOX............
Deceased
Late of . .WASHINGTOO............_-..
..,
.'.
l
County of
WASHINGTON........
-€ommonwealth·oEPennsylvania---_.
REPORT AND APPRAISAL
---..~
('
1
-----:-
Form'RCC-2
'".....................Ma.rQb.....z.6.~,......l9.6.9.........COMMONWEALTH OF PENNSYLV~I~DATE•.-1'.......
DEPARTMENT OF REVENUE'....RESIDENT INHERITANCE TAX 'j,................w."i..~.!4.~g!:,.~_*-................COUNTYBUREAUOFCOUNTYCOLLECTIONS ..............
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.......................QJ.~.6..9:::?9..~.............................
Whereas,..........................................~.~~.~.~....~.~....~~..........................................................late of .............................W~!?pJpg1i.9.J.l..............................................
in the County of ......................................~~~.~.~.~?.~..........................................................Commonwealth of Pennsylvania,having died on
the .......................................17...t.b......................................day of ..........................l?.~~~!Jll.l~~........................19...~~..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W.R.Chaney 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 :
Check from Medicare 2.3.3.20
Check from Blue Shield 58•.30
Check from Blue Shied 20.00
Check From Pennzoil 12.16
Refund from Eauitable Life Insurance Co.90.00
II'3.66 413 66
JT.HELD:
Saviruzs Acct.in First Federal Savings &Loan,
Washington,Pa.,in names of Jennie Patterson Knox
or Robert M.Patterson.715.75
Saviruzs Acct.in Mellon National Bank &Trust Co.,
Washington Pa.,in names of Mrs.Jennie L.Patterson .
Knmt or Robert R.Patterson 1.594.70
2..310.45 2,.310 45
Total 2,724 11
Having been duly sworn a~ld~law,I do hereby cer~t the above appraisement is made in co -.
formity with law on this ...........q .....................................day of .............................................~.................................~.........19 ..¥.~.~•••H ••••••~••...c~..........................a ............\....
aiser
;;;it!;~.Z..................................................................................................
(and Street)
.A--.!)Penna....~....,......,..........................,.............................,
(POJt Ofllee)
IL..
WA.P.H:r.NG'I'ON....................COUtlty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JENNIE P.KNOX
~~..........................................- -.
Deceased.
Late of
..~1A9.~.~G.T9l.'l..
Date of Death,p..~q.~m.p.~;r.17.,1.9Q.~.
Appraiseme/!t Docket Vol.,.3.7 .
~•
Page,J.9~.~No....,§?.~.§.9.~?§9..
..
Filed in Register's Office,~.Q~L..?9.J 19..J>.9
Am.o~nt !!f !!!x due,.~:~.:~.."-.=:c..~,=,=,.
DEPARTMENT Of R~VENUE
Received,
Examined and Approved,.
Wrote abo,ut Appra.isement~
Appeal f1'om Appraisement,..
Entered and charged,.
..•
;;
!
...
,.....,'"---------'_v·~--.----------------..-.-...'l
Fonn ~~,RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 18.1981,/
,.J!:FFECTIVE JANUARY 1.1982,(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)0 Ct..s;7-/.9 1
•R~1URN FOR I1'!HERITANCE TAX PURPOSES ONLY ":
OFFICE'OF THE REGISTER OF WILLS C J -C.9..,;e;-6!
-County of ,.'Washington ,,,:,,~~,,.~.~.
,:Rp.Q~;r,1;,R.,P'q.1=:t,Ep;~,q1),•.",,',,;',,.,',,, ,. , ., , ,.,oj-~,~,.,.p,.,.:9,,:.W~~l:t~,~9:t,~ljl,.-.I;'~~~,.,::,,;:".
(Name).(Addresa)
....tbeingduly~__~~Q~_~_;_:.__:_=__=o__=__=___:=_~-_.ac_€0l'diflg-ro--la-w-,d~p0ses-and says that he isrthe-__.Q~Q~b_~v..~!l:g~gMlt
~f .J~nn!_~__fi_JS!lQ~~:whose'last residence was J~it_n~l1---~~-v..~n~~----~-:--:--~----------_
.(No,)(Street)
Wg,$..b.i_ng~Qn-,-P-~_~~,__::,deteased,and that the whole of the estate of said decedent"who died __J2~_q~__J:1'_'__T!2~8
(City.Borough or Township)(Date)
consisted of:
'REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANGES 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
Nnno
,
Personal.Property ....
.......,.-F,..nm MorH "'~'I"O ..3.......3 12/1211Q6R c:::')~~')()).
..."".4!_,......R.1 ..,..e",';,..1";--".....--",')/1 s:t /,o~s:t .1:)8 SO
Ch~ck from Blue Shield dated 1/20/1969 20.00
......from P '1 dated 1/30/1969 ,.,,A
~...--"from Eouitab1e Life Insurance CO ..QO 00
""c ,
~.d.''::t AA
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 I account number and the exact name or names in
which the account is registered.;#'n
Ilo.....~.,.
...
Jointly Held Property Estimated
Value
.
s &Loan
ton Pa in names of Jennie Patterson Knox or Robert R
Patterson,
balance at death
s Joicnt -Tenants
A National Bank'and Trust
I
Co ~Washin ton Pa -in names of Mrs Jennie L Patterson Knox
1 2 taxthY318939Whole60F
or Robert R.Patterson (brother)as-iQ.i=n=-=t~t=-=e=n=a=n=t=s=...;.,,------=..;<=-e=n=e=d +-------.rl}(.~
1594 70~.
-------~---------~--
Transfers within TWO YEARS Prior to Death
N n
I
That at the time of death there was no safe deposit box registered ih dec~dent'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:-I
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
1\JI'\1"\O
!
I
BENEFICIARIES
I.
BENEFICIARIES AND ADDRESSES
RELATIONSHIP ISURVlVED AGE OF LIFE
(If step-ehildren or TENANTS OR INTEREST 'OF
(State full names of all and their addresses who have illegitimate children DECEDENT AN'NUITANTS BENEFICIARYSTATEYESaninterest,vested,contingent orotherwise,in estate.)are involved,set I O'R NO AT DEATH OF IN ESTATE
forth this fact.)I DECEDENT
-.~-.........1 up~\\no li'TP 1:';:lIl
R D 6 -.........-....,E:;~()'
-I
,
I
r "-
........R•..D.•..6 .
(Street Number)
........Washington,..Pa•....15301 .
(City or Town and State)
.-.-.....-------------------~_.~---.....--------.....-------~~~-'~--~,,~,~~~......~---
,..
~./
RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIME:.D '~.
,,
DEBT OR CLAIM .NATURE OF SAME 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 *
I
OTHER DEBTS AND CLAIMS
(*)See Note below
See debts and deduct ~ons statements filed herewith.
j
,,
..
~-
i
-~
.h ..·,,·t
Total
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settle.ment of any fee,commission or debt is greater
s~::::~h:~:~~O~:~::~~~::i:l..m~and~l~~~.......,,1/~It..I'~
"'::lI brother ~J.tenant
......~~~:-.:-day of Maz:ch ,19.69~~~~.\~...•....•..•.••..•••~.~.y~~
Notary blic
My Com.Exp:_March 26,1971 -Wash.Wash.Co.,Pa.
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this
............00000..~dayOf ~~4?..~..)P.~/·~~/.~;z ~..~~.
ppralser
In the event that any future interest in this estate is transfelTed in possession or enjoyment to colla ral 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 REGISTERj>F WILL
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 amou .claimed by deponent cept as to those items where a greater or lesser amount
:s set forth in the last column to the right in said schedule above,which greater or s r am~epresents the s~owedas a deduction..
Dated:~wd..~"/.Y~.x........I.~~..~..~~a .
Register of Wills .
/Fonn No.RCC-62 (12-66)
•
~...
WillAdministration INo Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE ./
ESTATE OF ,.'<,-
I~
.....J:ennie.P.•.Knox .
Deceased
Late of ....Ci1:;y..o£.Washingt.on.....
County of Washing.ton .
Co~onwealth of Pennsylvania
REPORT AND APPRAISAL
fij,.--'
._......~~..""~...
..~-en':'I
~~toO __
For Inher~ii~~Tax~r~~so.JAI~(J)~!_~:£I:!'"(fl f'T1Z-Im ~.<n rn r-(J1,...........
-i .;;0 r-"....,.,.ry~;
S:;O..-a'"
-"'Pl ~:.x~j;J>o~%I ~f ~~,;f'"':'%"'t/.r-0,."Cft.
Adam L.Sanders,
B.A.Franks,Attorneys at Law
,"
'"i"
~I
o{<.,
~rm Rce·IO DEDUCTIONS ALLOWED IN
Register of Will.,Agut
.
.STATEMENT OF DEBTS
AND DEDUCTIONS
OFFicE OF TNE
REGISTER OF WILLS
OF Washington COUNTY
_C;-2N#'jj_CO~f":;;;{j y~Q /1%
March C?',1969
ESTATE OF Jennie P.Knox
DATE OF FILING APPRAISEMENT
LATE OF _~Ci:.!:·..Jtt.JYt.....:oilfol..-.!lWu;a&>s:L!hu.1.=.·.lJn~gutloJor/.!;n6l.t-,....!.P""'aLl.L-._
DATi OF DEATH _.J,O.!.lei:Olco..:e5:&.lJjmu.bu;e:o...lr'--...1.L7....,----=l!o,..9ii:.6~8'___
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH';"
1969
~?7 1 o-M Dunbar M-0_...........to:.......1 ~,..,.._.."11?100.F
F..........?7 ?-.-M D moni"'~l foY'..:1------..:1 ?C;00
Fon ?7 ~Ir.r--.....;nnton Manor debt of deceased 18 75
M",,...J-.<:'4 INo",1o H'l1no'~l Home funeral of d d 1 ?28 00
M.......'1-~r:;IU"",l"",...'rln"",TOO~,Ir:;o
M......1..-)'"ft Albm L Sanders attornevs fee c:;n Inn
M:l'r'1.--)'7 Russell Marino_Rea.fi1ino·return and 0 &E 4.bo
Total------------------'~1 4~O be;
---1----1----1------------+-----------__1---__1----
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Wa5h j ngton
I,Robert R_Patterson HEREBY CERTIFY,THAT.TO THE BEeT OF
MY kNOWLEDGE AND BELIEF,THE FOREGOING lSI.JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF
:::;::;::::'~::~~::.::,TOTNE ESWE OF 1,"10;:(j;":Zi-A.~~:.F:':
SWORN AND SUBSCRIBED 1l.~~E ME THIS ~~DAY OF
~":/m~PUb1iC
My Com.Exp:March 26,1971
Washington,Washington County,Penna.