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Home My WebLink AboutOC1969-0307 - ESTATE OF BALMER.J'RC C-BI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTloNS' INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT MARTHA B.BALMER (Executor ~. IN YOUR REPLY PLEAeE REFER TO 37-196-1 In Re:Estate 0 f ---.;...12MIolo.L!.LT6.l0o!!N!.....!.H!.!.~B!!2!A::!.!LME~R"ll-_ _____-"W.:.::;A=SH=IN:.:.;G=.::TO:.::.:.:N~County - F He No.63-69-307 Dear MrS.Balmer: You are hereby notified that the original appraisement in the estate of Milton H.Balmer has been filed in the office of the Register of Wills qf Washington County on August 25 19~.Said appraisement reflects the following valuations: Real Estate -=-=",.."...-==--__ Personal Property 2~,~0_OO~._OO _ Transfers _ Tota1 ----,__~2..L.O~OO~.!.: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 A....;u~gu=s..:;.t_2~5;....e,~1~9..:;.69~_ DATE OF DEATH:January 16,1969 ESTATE INSOLVENT Note:This is not a bill. • RCC-S9 (&-66) CoMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of BALMER,MILTON (Last Name)(First Name) H. (Initial) DATE OF DEATH_-=1c.....=-1~6::.....-~69L-_FILE NO.63-69-307 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 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 opposite each itern in the last column to the right in Schedules"A","B","C",and "E". Dated:__--;;:0~8____;-2~5r--....;6~9---- 01-16=69 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 dedocHon.~~~n-L,.'_ Dated:08-25-69 ~/b'~ REGISTER OF WILLS 2.000 00 :>.000 00 2.849 00 te Insolventta $ 2.000 00 ?mo 00 2.849 60 Es VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$-------+-- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint·Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDU'LE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR 'USE OF REGISTER ONLY Tax on $-----------4--.A Taxon $~ Tax C?n $5% Tax on $10% Tax on $15% Exemptions $ Total Estate -1-__ TOTAL TAX COMPUTATION OF TAX $--------+-- $--------+--- $--------+-- $--------+-- $--------+-- $----1.__ ($)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::::~t===? BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $----J AMOUNT OF ESTATE TAX ASSESSED $------IL- Estate tax paid $l- BALANCE DUE $---JL- Add interest at rate of 6%from t= -------1to-----$-----~ TOTAL TAX BALANCE $------IPAID$....J 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. REPORT AND APPRAISAL MATTER OF THE APPRAISEMENT County of WAS.Hl.~GT.ON . .. Year . Deceased IN THE CALIFORNIA !No. OF THE ESTATE OF MILTONH.BALMER................ Will Administration Late of . Commonwealth of Pennsylvania ., /" DEPARTMENT OF REVENUE BUREAU#OF COUNTY COLLECTIONS ...HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE.TAX;~ APPRAISEMENT DATE ~~.~~~~.?~~.?.~?. COUNTY Wa§.b.;i.n..g:tQIL . FILE NO...§>.:::..~?=?..9..7._ . Whereas,:Milt.Qn..H.:ealm~~late of .9..~~.f.~.~.~~. in the County of Wa.l?hingtQn Commonwealth of Pennsylvania,having died on the lg,t.h day of ~~~~.y.19 §?.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.~..R.~Q.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 AppraisementDescriptionofAnetValue.Made for InheritanceT..Purpo.e. $ PEROONALTY: 1955 Dodge Royal Lancer automobile four-door sedan 50.00 - lq6t;Dodge Station Wae:on 600.00 lqhh _.'let Corvet automobile 1.350.00 2,000.00 2,000 00 I I I I I Total 2,000 00 I i I ESTATE INSOLVENT form~;V;:fh bl:~::~hiS;~~::J~2:~:;:re~~~~ce~~~~:;?a~~r~se~e~~~e i;l!;~~;..-=~~~,•••••••••••••...............~,=~ ~c.-~~?~;;i·····································......•Penna. ................................wASHINGTON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..........................J1I.Ll'QN H BALMER.. Deceased. Late of ..............."'..G.~:J:.f.Q~;r.A . Date of Death,J.:~.~.~y.1.A~l.:9..~9.. Appraisement Docket Vol.37,. Page,19.6~1 N o..63~.6.9~3.O'7 . Filed in Register's Office,..A¥.@l?t..~.5..,.19 6.9 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement,. Appeal t,.om Appraisement,.. Entered and charged,.. ,. >~~ I ~ I '.' '. II' :.'._.','-'. OF MILTON H.BALMER I,MILTON H.BALMER,of the Borough of California,Washington County,Pennsylvania,do hereby make my Last 'Will a,nd Testament revoking all.wills by me at anytime heretofore made. ITEM 1.I .direct the payment out of my estate of my.debts and expenses of my illness and funeral. ITEM II.I give,devise and bequeath all of my property real and per:- sonal wheresoever situate,to my wife,Martha B.Balmer,her heirs and assigns forever. ITEM III.In the event she should predecease me then and in that event,I give One Hundred and no/100 ($100.DO)Dollars to Sondra Kay Balmer.This nominal gift is made in recognition of the fact that the said Sondra Kay Balmer has already been the recipient of some substantial gifts during my lifetime including a college education. ITEM IV.In the event the said Martha B.Balmer should predecease me, .then and in that event,I give,devise and bequeath all the rest,residue and re- mainder of my estate wheresoever situate to Sondra Kay Balmer,in trust never- theless for the following uses and purposes: (a)To hold,invest,reinvest and collect the income from such residue and remainder,and pay all expenses incident to the management of the trust. (b)To apply such parts of income and principal as may be necessary, in the sole discret ion of the trustee,for the maintepance,support,and education of Brett Bayne Balmer and Bethany Bayne Balmer.Income may be accumulated only for the ber;3fit of minors.I direct that such payments for maintenance and education shall be made without the intervention of a Guardian.Further I recognize that the needs of these two children may differ and !therefore do not require that there be any equalization in payments and that the sole test for the expenditure of income or principa:I shall be the reasonable needs of the two beneficiaries for support and cduation.Vlhen the youngest surviving beneficiary /J../J .,.. •-,'//'/,I' I /7/ ·'.')",. -.' reaches the age of 21,then the trust shall terminate and any halance of principal in the hands of the trustee,shall be distributed in equal one -third (1!3rd)shares' to Sondra Kay Balmer,Bret Bayne Balmer and Bethany Bayne Balmer.Any balance of income shall be distributed at such time to Bethany Bayne Balmer. ITEM V.I hereby empower the within-named trustee"in addition to and not in limitation of any authority given to her by law to do the following things: (a)To sell,mortgage,lease,alter,improve,partition and exchange,. all or any of my real estate,at any time during the continuance in whole or in part of the trusts under this my will and at the termination thereof for purposes of distribution,selling at public or private sale,for such prices and upon such terms as to cash and credit as she may deem best,and to grant and convey good and sufficient title,without liability on the part of the purchasers or other persons so dealing with the executor or trustee,to see to the application of the purchase or consideration moneys. (b)To purchase or otherwise acquire real estate and to exercise the same powers thereover as hereinbefore provided with respect to the other real estate of the estate. (c)To retain all stocks,bonds and investments owned by me,and to invest and reinvest in other stocks,bonds and investments,and to sell and transfer the same,either in person or by attorney,without liability on the part of the purchasers to see to the application of the purchase or consideration moneys. (d)To borrow money and pledge any stocks,bonds or other personal .property of the estat~as security therefor,without liability on the part of the lender to see to the applic~tion of said money. (e')To purchase securities at a premium,to amortize the premium out of income,or to charge the same to principal or income,or partly to prin- cipal and partly to income,at such times and in such amounts,as he shall deem best. -2- ~.... ','..•.. (f)To exercise any option to subscribe for stocks,bonds or other investments. (g)To join in any plan of lease,mortgage,consolidation,exchange, reorganization or foreclosure of any corporation in which the estate may hold stocks,bonds or other securities. ITEM VI.I nominate and appoint Martha B.Balmer,Executrix of this my last will and testament. IN WITNESS WHEREOF I have set'my hand and seal to this my Last Will and Testament,which consists of 3 pages,to each of which I have affixed--- .-..' my signature,this ,1--.(day of ftA//A/1962. (//)o/~/£':U..-yC)1/"ffi~~2-<·=L./,, Signed,sealed,.published and declared by Milton H.Balmer,the above named testator,as and for his Last Will and Testament,'in the presence of us, who at his request,in his presence,and in the presence of each other,all being present at.the same,time,have hereunto subscribed our names as witnesses: -3 - FOlln No.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 EFFECTIVE JANUARY I,1982.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) OFFICE OF THE REGISTER OF WILLS County of Washington . ..)Y~q.:rt~.~,.:t3.a,~rn~:r '...................of .8l D.Shl1tt~rly .Av.e.,.California,.Ea•.15419 (Name)(Addreaa) being duly S:wQrn .according to law,deposes and says that he is the Exe.Cl1b·~i.x.)_ TlrXec-:-,-Adm.,Legatee,Etc.) of the estate oLMUt.Qn_B...__;ag..lm_~:r_·whose last residence was _~_a(lO Shu.t(te.r-)-Ly.:-A:v.e..----- No.)Street _CalliQrnia....__Ea....deceased,and that the whole of the estate of said decedent,who died --J.anT--(1~&.r-l96.g.- (CitY,Borough or Township).Oat", 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 71/1.-.P L/I,,~Estimated Value .1- .-.../l jiLlb (/),4?., ..'1 '1/)(../I~ ~'\iY 'toJ-.... \\'/,\~I -----\\)\..\J -I "-,'-"I I \J I , '. Personal Property 1955 Dodere Ro~l LanC'er ;:l1ltornobile-fOllr-rlnnr ~prl::ln -,~C;()()() 1965 Dodere Station Waeron .a ()()()() 1966 Chevrolet Corvet ant -,.ile .-..~1 QC;()()() 7:.f&L c?00060 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. -~ Jointly Held Property Estimated Value."·-a ...--.--~-..'.- \I I - ~'I ---,,-";.f .......~..'.. Transfers within TWO YEARS Prior to Death That at the time of death there was no safe deposit box registered ih decedent'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:- 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 - BENEFICIARIES .-r BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF I (State full names of all and tHeir addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARYaninterest,vested,contingentor otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDE.NT, . - '.-, - ------------------L .,-~--~.~-_.-------------.,....... RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED.•.~ DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN .ttEGISTER ONLY Funeral expenses paid $1 1 00 00 $ I Family exemption (will not be allowed unless ')) decedent died residing with a spouse or children.)1 OOIl fIfI. Administration Expenses ..AC ()() Counsel fees *lOr 00 ,Fiduciary commission *- I OTHER DEBTS AND CLAIMS (*)See Note below .Joseph Horne Company Open account 600 00 '( .- " Total 2.849 00 L~_N6'TE'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 ,01'debt is greater or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this , , , . 9!Pi~··.·.·.0"f ...•~.'9.69. ,.I,.;/',''~'~Mary Jane Smith,Notary Public WaShington,Washington County,pa.ne.('l:~._~~_:.r".t (,m~yg,~... (Executor-Administrator) 810,Shutterly.Ave.•.,. (Street Number) G~.l,i;f.Q~p~~:R~.•....P~1:.~~. (City or Town and State) ..'February 2'8;1913 Having been duly sworn a~Ij.ing to law.I do here~yceifythatthe ove appraisement i~ade in conformity with law on this................~s.$.day of ;'...2:?19.~e ~ ....~I'.\.......~.. Ap iser In the event that any future interest in this estate is transfened in possession 01'enjoyment to coliat 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 REGISTER OF 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.pt as t ose items where a greater or lesser amount :::.td~o~t.h.:n~~~~,.~:~~~~~~bove.which greater or l~..~.~~~u.t.~~..~s.e~.t~.t.h.e.~~~~... ,/'Register of Wills iI: /:-_., ( ) FOl1n No.RCC-62 (12-66) ----------------c~·~'" -1 , Will )Administration }No.Jtll ...Year .,j IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ,,' MILTON H:'BALMER~. Deceased." Late of C<;t!UQ:rp;i.9o .1?9o . County of .W~phi.IlgtQ:p.. Commonwealth of Pennsylvania ~ f1 r rq o... ...enc.o C-c==r- '"c..n -0:::x '" ,U,,)c:e REPORT AND APPRAISAL ri,"v:,-';:s:::n0~.rn ::t:J' C:O'Q C::!Z'-(/)~.(/)(/) Z:-;rn0rnr- -;';;;::0 r;-'e~o-':;:,,,:::: 0',--s:l>-0,c::;::t:J~:r;::z -cvr-,'o,'ft en.~ :l ,4,