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Home My WebLink AboutOC1969-0310 - ESTATE OF KROLL.---" R CC-8I (Z-54) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENU~E --.•BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA8E REP'ER TO 37-197-4 / }flARILYN J.KROLL Informant In Re:Esta te of --:J:::.:o:::.:HN=....::E:::.~KR=O:=LL=__ _____...;W~A~S~HI~N~GT~O=N!.._County -File No.63-69-310 Dear Mrs.Kroll: You are hereby notified that the ~ri~g_i~n~al~_ appraisement in the estate of J_o_hri E_.__Kro,~~~~~~~-- has been filed in the office of the Register of Wills qf washington County on March 18 ,19M.Said appraisement reflects·the following valuations: Real Estate _--'-~---,_--::~--- Personal Property ~1:Lz5~3~4~.8~9~__ Transfers _ Total -----1~'u5r..13~4.....~8J.9--- As to such ta~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 ...cMa=r:--;c;o.:.h:-=1:=.8.....,..::l::.<9"""'6'-"'9 _SigneyV'p ~:z Q.A/c' Title W.Re CHANEY z CR APPRAISER DATE OF DEATH:July 25,1968 ESTATE INSOLVENT Note:This is not a bill. "IC C-39 (6-67) '~OMMONWEALTH OF PENNSYLVANIA•...--rRANSFER INHERITANCE TAX RESIDENT DECEDENT KROLL ,JOHN E. FILE #63-69-310 July 25,1968 SUMMARY I~the unrlersigned #63 Washington FILE #63-69-310 the real and personal opposite each item in n.SI'OnT OF INHERITANCE TAX APPRAISER c1ul;y appointed Inheritance Tax Appraiser j.n and for the Count;)T of ,Pennsylvania,do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last colwnn to the right in Schedules "A","B","C"and "E". Dated:03-18-69 07-25-68 kZ7*ApPRAISER H.P.l'OH'l'OF TIm REGISTER OF WILLS I,the undersigned duly elected H.egister of Wills in and for Washington Coun ty ,Pennsylvania,d'"pr'f:tf!111,v report that I have allowed deductions in the amounts claimed by deponent,exc 'I i as to those items where a greater or lesser amount is set forth in the last column to the rLglit in Schedule "F",which greater or lesser amount represents the sum allowed as a deduetion.3 ~~?~-:;-, Dated:03-18-69 ~~,{~~~~ REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAI SED VALUE AS REAPPRAI SED $$$ 1,534.89._1,534.89:=------ ___-""'Ei!!is.:t..a:t&-Ins!..!OQ~l..J!.v~en~t!L__ INVENTORY Real Property (Schedule A) Personal Property (~dll:(lule n) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LE~~Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities . • . . • . . . ESTATE TAX ASSESS~mNTS 1,534.89._ ==!cl~.9.B-..31:= *--- ~------ 1,534.89._ 3,t.J,.~:=======:= COMPUTATION OF TAXI'OR USE OF REGISTER ONLY Tax on $.--~%~ Tax on $~~ Tax on !l;$..9 - Tax on $•__1[')%~ Exemptions (::').--Total Estate TOTAL TAX Less tax previously paid BALANCE Less ry%of tax if paid within 3 months after death $----- *=====.-$------ *=====:= (,:,)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. 3ALANCE OF INHERITANCE TAX DUE $-------------- Add interest at rate of R%from to $_ AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $_ BALANCE DUE *_ Add interest at rate of 6%fromto $_ TOTAL TAX BALANCE $_ PAID $ FOFt USE QF REGISTER QNLY 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 l Administration ~No.~..................Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF JOHN E.KROLL...................-. Deceased Late of V~.wrl.A.. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL f, i e . Form'RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ....................~~.c::~.....~~~..:...~.?.~.~.................. DEPARTMENT OF REVENUE RESIDENT INHERITANC:S TAX·Washington BUB2AU OF COUNTY COLLECTIONS COUNTY .........................................._.._.............................................. ...-.~.APPRAISEMENT FILE NO..................§?:.~.?.:?..~9.....................................HARRISBURG.PENNA.J71 27 Whereas,..............................~.QhP..~....~.~.....~9g......................................................................late of ............................y~.~~.~.~~......................................................... in the County of ........................~W.~.~h~~Q.p............................................................................Commonwealth of Pennsylvania,having died on the ................................?5.....~.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.!.....9..p.~~.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 Appralsament Description of Asset Values Made for Inheritance Tax Purpoles $ PERSONALTY: 17 shares Litton Industries Inc.,common @ 74 9/16 1.267.56 ''325.00 bonds U.S.Savings Series E 367.33 1,534.89 1,534 89 ,,. i ( Total 1,534 89 t Estate Insolvent form~;V~~hb~~::~h~w<>l"ll·~2~1~~:~:;o~er~~~::P1>~~i....?e~?~~ ~~ ~~·:·..·(~·~·:(~=:·:o:~~ti~~~t·):::::::·::.:.·::.·.::.::::..:.:::::.,......;~~~~.: ·I'{J\$..I.P.:.~'J:'.QN.... .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOHN E.KROLL...............................................................................................'. Deceased. Late of .............................................~.TI;.A... Date of Death,'July:..2..5.,1.96.8.. Appraisemel!t Docket Vol.,3..7 . Page,J..97.~4 No ~.~.~9.~~Q . Filed ill Register's Office,11~~h J.,~.t J9.9..9 .. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,. Entered and charged,. • t ~. I WRL:dcl 12/23/68 1&3 .- IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE:Estate of John E. Deceased Kroll,~ ~No. PETITION FOR DISTRIBUTION OF SMALL ESTATE UNDER SECTION 202 OF THE FIDUCIARIES ACT OF 1949,AS AMENDED TO THE HONORABLE,THE JUDGES OF SAID COURT: The Petition of Marilyn J.Kroll respectfully represents: 1.The decedent,John E.Kroll,died on July 25,1968 and at that time resided at Meadowbrook Circle, R.D.#1,Venetia,Pennsylvania 15367. 2.The decedent left no Will and no letters of administration have been granted by the Register of Wills on the decedent's estate.The only persons entitled to share in distribution of the decedent's estate are Marilyn J.Kroll of P.O.Box 275,Niles,Michigan 49120 and the decedent's son,John Edward Kroll,a minor,of the same address. 3.The entire personal estate of the decedent consisted of 17 shares Litton Industries,Inc.,common stock having a fair market value as of the date of death of $1,267.56 and $325 bonds U.S.Savings Series E having a fair market value as of the date of death of $267.33. 4.The names of all creditors of the decedent and the amount and nature of their claims are as follows: , l\1arilyn J.Kroll Pifer Funeral Service Kovens Memorial Shop Richard Mayberry,DDS American Express Company Joseph Horne Company West Penn Power Company Menzie Dairy Company Columbia Gas Company Mobil Oil Company Bell Telephone Company Louis Signorella,MD Texaco,Inc. Kaufmann's Citizens Water Company W.Reid Lowe Family Exemption Funeral Services Grave Marker Orthodontist Services Charges fJIerchandise Services Merchandise Services Merchandise Services Professional Services Merchandise Merchandise Services Professional Services TOTAL $1,000.00 1,565.83 105.00 150.00 269.75 50.00 18.97 11.22 9.58 20.77 37.566.00 61.38 45.2722.04 250.00 $3,623.37 5.An appraisement made and sworn to by Lawrence B.Niemann and Michael J.Boyle,two adult persons concerning the value of Litton Industries,Inc.,common stock and $325 U.S.Savings Series "Ell bonds is attached to this Petition and marked Exhibit IIA". 6.A schedule of assets and deductions for Inheritance Tax purposes was filed with the Register of Wills of Washington County,Pennsylvania on 196.The Register of Wills,as agent for the Common- wealth of Pennsylvania,has consented to this Petition as shown by Consent attached hereto and:marked Exhibit liB"• WHEREFORE,your Petitioner prays that Your Honorable Court direct distribution of the assets of dece- dent to Marilyn J.Kroll,surviving spouse,in reimbursement for claims shown above and paid by her and in payment of the Family Exemption. -;2- COMMONWEALTH OF PENNSYLVANIA COUNTY OF ALLEGHENY j ss: A F F I D A V I T The undersigned persons,being duly sworn according t'o law,depose and say as follows: 1.That the high and low trading prices on the New York Stock Exchange of the common stock of Litton Industries,Inc.,on July 25,1968,as reported in the Wall Street Journal dated July 26,1968 were as follows:High 76 1/2,Low 72 5/8. 2.The redemption value of $325 bonds,U.S. Savings Series E are as follows: 25 bond issued 9/67 $18.96 25 bond issued 7/43 41.49 25 bond issued 1%67 18.96 25 bond issued 1 68 18.75 25 bond issued 3/8/68 18.75 25 bond issued 5/3/68 18.75 25 bond issued 61 168 18.75 25 bond issued 9Y;67 18.96 25 bond issued 11 ~67 18.96 25 bond issued 1 68 18.75 25 bond issued 3/8/68 18.75 25 bond issued ~3/68 18.75 25 bond issued /28/68 18.75 $267.33 ~.~fJ...-y...~.,..~ Sworn to and subscribed before me this 1d day As to Lawr~ce B.iemann and ~~Michael J.Boyle,sworn to and of 1/'-'---.196 1 subscribed before me this ~8th . .IJ J1 -II day of January,1969.CL L,/}1IJ·:A.JLJ--!vL-JULIA MICHALSKI,Notary Publicrt'arrP6ff1f-MY COMMISSION EXPIRES NOV.9,1970 V ())CtJ·.~"*\~tJ.Vt]ct0\~.~Notar PUblic MARY ELlEN POST,NOlARY PUBLIC WHITEHAll BOROUGH,AllEGHENY COUNTY . MY COMMISSION EXPIRES DECEMBER 2B,1.91O EXHIBIT IIA II ,-" CON SEN T I accept notice of the foregoing Petition for Distribution under Section 202 of the Fiduciaries Act of 1949 As Amended for the Estate of John E.Kroll,de- ceased and consent thereto. EXHIBIT "B" day of •> DEC R E E AND NOW,to-wit,this I ().J;to ~~,19~,upon presentation and consideration of the foregoing Petition filed by Marilyn J.Kroll,dis- tribution of the assets of decedent is HEREBY ORDERED AND DECREED as follows: TO:Marilyn J.Kroll,17 shares Litton Industries, Inc.,common U.S.Savings Series "E": 25 bond issued 9/67 25 bond issued 1/43 25 bond issued 11/67 25 bond issued 1/68 25 bond issued 3/8/68 25 bond issued._5/3/6825bondissued.6//68 25 bond issued 9~6725bondissued11./67 25 bond issued 1 !q8 25 bond issued 3/8/68 25 bond issued 5/3168 25 bond issued b/28/68 TOTAL $1,267.56 18.96 41.49 18.96 18.7518.7518.75 18.75 18.96 18.96 18.7518.75 18.75 18.75 BY THE " ~~IN THE ORPHANS'COURT OF WASHINGTON t~,COUNTY,PENNSYLVANIA "No.G /oY/7'~f~..(: #J " IN RE:Estate of John E.Kroll, Deceased PETITION FOR DISTRIBUTION OF SMALL ESTATE UNDER SECTION 202 OF THE FI- DUCIARIES ACT OF 1949 AS AMENDED ---~ " \t~ ,~h .~~'~j~, ~~~J ~ ~J 1rz~~ ~ ::e ::0 J>rTl ::0 enG")C:r -(.!)-en (.1)z -i,r'l1GJI'T1r--i;Or-~0_<;;''"Tf3:' (")1>o::E;;o;r=2: "'''''0l>cn '"-r,ento ::x -:z:,.r-:::0 c:::>rn 0-0 ...:::x e..v c.n t ~ ",__l /-) / W.Reid Lowe,Esq. MEYER,UNKOVIC &SCOTT ATTORNEYS AT LAW 1424 FRICK BUILDING PITTSBURGH,PA.15219 /:<.),-..V/0\ l,_, ~'~-~~~-------------------------------------------......" C;J-~Y-3/0 37-/91-~OFFICE OF ~THE REGISTER OF-WIl:"J,.:S ,-..-...... FOlln 1\0.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER SlO,OOO,UNDER SECTION 701 OF ACT OF JUNE 18,1981, EFFECTIVE JANUARY I,1982.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED) County of WASHING.TON....:.....-.~ ............'~~.r:~~¥.r:.:'~~9·~.~'"of ~•..~•..If.~~.X~?~~~~'"~;~:..",. (Nante)(Addresa) being duly.~_~~_~~.according to law,deposes and says that>he is the ~~~~y_~~_~h~~~l~~~~~_ (Exec.•Adm.,Legatee.Etc.) ~f-the estate of J.9J::lD E_...._KX'_Q.l_l whose last residence was M~g._gQY.:d:~X'_QQk __Qj:r_9_:J:_~_J..__.:R_~;Q.!'#1, (No.)(Street) _yenet_ia,P.a.&..deceased,and that the whole of the estate of said decedent,who died J..~lx g5..l 19g.$ (CitY.Borough or Township)(Date) consisted of: " J e I s n REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN0ES 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 NONE ;. p " iJ\ -, ,.,. , Personal Property olVf;, 17 shares Litton Industries~Inc.~common @ 74 9/16 $1,267.56 $325 bonds u.S.Sav.hgs Sere E 267.33 ,/ iJ t.{,"y /(,f 5:1/; !"7 It,(i '1.-.--.,'.-;r-'p .- "f 1 v t L... J ~..-y.1 '".,r •.~. 1 .'-h .. \.c ; t;I /,.. \ .- 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 th decedent as of the date of death.Such letters must be signed by a responsible officer of the financia institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent' account at the date of death and the type of account,account number and the exact name or names i which the account is registered. '----------- ----------------------------------------,;"--~---~ Estimated Val1.!e -t ~., tenants by the15367 ." real estate locatea at Meadowbrook Circle,Box 259-E with Marilyn J.Kroll R.D.#1.Venetia Pa. Jointly Held Property-- Transfers within TWO YEARS Prior to Death NONE 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 individua{name,with right of access by another as agent or deputy,with the exception of the following:-I I I THIS SAFE DEPOSIT BOX RENTEDNAMEANDADDRESSOFBANKOROTHERINSTITUTION RELATIONSHIP OF JOINT IN WHICH DECEDENT REN.TED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Pittsburgh National Bank John E.Kroll and Greentree Office Marilyn J.Kroll wife - BENEFICIARIES ~(,I V •t.,. 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 Marilvn J.Kroll P.O.Box 275 Nil p~.Michigan 4g120 Wife Yes one-half estate. -.. .Tnhn E 'I('Y'nll ..Tr P•.O.Box 275 Niles,Michigan 49120 Son Yes one-half esta.te .. ... RESIDJWT DECEDENT.---~ DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided,observe notations thereon,ami instl'uations Funeral expenses paidPiferFuneralService .---=D.=E.=B..:::T_°..::..::.:.R_C~L~A.=I:..::.M_=___~_-~....".,.-------=N.:...:A.=T~U..::..::.:.R.=E-O..::..::.:.F-'S:..:A.:::..:M=E -.----..:A.=M=-=O--=U:..:.N.:..;T;--+nTHIS 'COLUMNiKEGISTERONLY $1.565*83 $ Marilyn J.Kroll Register of Wills W.Reid Lowe.Esa. Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expe~ses * Counsel fees * 1,000.00 1:10.OC 75.00 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See'Note below Kovens Memorial Shop Dr.Richard Mayberry,DDS American Express Co. Joseph Horne Co. Wes~Penn Power Co. Menzie Dairy Co. Columbia Gas Co. Mobil Oil Co. Bell Telephone Co. Louis Signorella,M.D. Texaco Inc. Kaufmann's Citizens Water Co. Grave marker Orthodontist services Charges Merchandise Services Mer,chandise Services Merchandise' Services Professional Services Merchandise Merchandise Service 105.OC 150.OC 269 'if~&:•,JI.... 50.OC 18.9~~, lr.2~ 9.5E 20.1'1 37.5t6.OC 61.3E 45.27 22.O~ Total I~~lJ.QR ~7 .L:1.?l;~~~fi/~~ R.D.#~,Venetia,Pat.................................................. 5~~~umber) sr·J e .H-tc <o .....•1.S367 .,.(City or Town and State) ---~-,-- .......'..~....1.....: Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'?ebt is greater or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this ..1.'. Having been 'duly SW3~'ding to law,I do hereby certify that the above appraisement is made in conformity with law on this.............../g..~dayOf ~~~.~/~~l'kJ~A?z:cA .....~-tr-.4 ..tt .. App er . In the event that any future interest in this estate is transfel'l'ed in possession 01'enjoyment to collatel eirs 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 T~G)STER° I,the undersigned duly elected Register of Wills in'and fo~~.c.. . ..County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent,etas to those items where a greater or lesser amount is set forth in the last column to the rig~t in said schedule above,which greater or les e amo~~wed as a deduction. Dated:~~./.J?-/2C.7 I.l;ff:~. Register of Wills , ,'r~~~,~..-'-'''9 ,P ~ 1"Ol1n :\0.RCC-62 (12-66) Will)) administration l~o ','Year ..' . _l, ,)IN T~E MATTER,O~THE APPRAISEMENT OF THE.) ESTATE OF J John E.Kroll Deceased ~/'~'. ~- ,....., «.IloI J I '\ ) Late of I,l.....D.....#J..,..Venet.ia.,..Pa..... County of ..W~~1:l;i..11gton................... Commonwealth of Pennsylva~.":os :;0 tJ::)_»tTl ;0 :::I: CI'<;,};;;::s r REPOR'EAN{hAPprofISAbt:z.-tm "-\q 1;')m r-Q r-'"1-1~f-~0 0 ...<':;:::.3:;co..":::.--::xg~;;Q - "-.......<::::)•I';Z: "1:;)1'0"f>U'> r J w.Reid Lowe,Esq. Meyer,Unkovic &Scott 1424 Frick BuildingPittsburgh,Pa.15219 _,,_~,__.~__.--'~.~-,.:-__L ...:..-'----___-~-