HomeMy WebLinkAboutOC1969-0322 - ESTATE OF GRAYRCC-SI (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
IN YOUR REPLY PLEA.E
REP'ER TO
I
In Re:Estate of KA_._Tl_IA-'-._RI_o_NE__V_._O...;.RA..:.:.;:!:....-_
_____---.::....:~.:..::\.::.:S.:.;H:.::I:.:Nr...:.,:;.;..r:..n~N:...-County -File No.
Dear .IiTS.rcel:
63-69-322
You are hereby notified that the orirlnal
appraisement in the estate of KAtHAnnrg '11'ons!..-
has been filed in the office of the Register of Wills qf t~A~!~~:O~J
County on .,1ul)"21 ,19...(;.9.Said appraisement reflects the
following valuations:
Real Estate -------...";-,.,..",......,,.,.:r.:----
Personal property ~4~ijij~·~.ij~·:0 _
~~;rr&~_=5=82=..L:.l4~1'-.__
Tota1 --,-_.-.....:;9:r.:S;1..:"::'O",ww-:!4~1!l._--
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 __._J_u1---:!y~U..:.:·.L,_1..::....:9:....:6:...::9_·_
).
Signed
Title
:J/"/B#~~~
·tJUIEF APPnAI~
Note:This is not a bill.
~-.
t7-3lA;"v
'-----''1
;,
:i.,LAST WILL AND TESTAMENT
I,KATHARINE V.GRAY,of the City of Washington,
"Washington County,Pennsylvania,being of sound mind,memory
dII and understanding,do hereby make and publish this my Last Will
:1ilIi and Testament,hereby revoking all Wills by me at any time
i
;f heretofore made.il,,q
,~
ITEM 1:I direct that my body be interred at
.',,
I! .I direct that my Executrix hereinafterITEM2:
named shall pay all of my just debts and funeral expenses as
!
Melvin Scott,and that the funeral be conducted by Robert Hummell~
I:1 the ;Washington Cemetery in the lot beside my first husband,.,
IiII
.j
!IIi
:l
"ii':li.
"soon as convenient after my decease.
I give and bequeath to my Executrix allITEM3:
I';i
".\
:!
;1..my household furniture,furnispings,jewelry and other personal
·i.,
All the rest,residue and remainder of myITEM4:
have instructed her.
i items to distribute among my children and grandchildren as I
:1
IId·
:1:;
,I
:~estate of whatever kind and wherever situate,I give,devise
:;and bequeath ·in equal shares unto my five (5)children,namely:
!
I Herbert M.Scott,Katherine S.Kerns,Hazel M.Clare,Mabel E.;1
..Peel and Iva Jean Phillips.In the event any of my said children
1 shquld die before me,then I direct tha£the share of such
·deceased child shall be distributed to the children of the
deceased child.
LASTLY:I name,constitute and appoint my daughter,
Mabel E.Peel,as Executrix of this my 'Last Will and Testament
.'
,,."
:~
and direct that she shall not be required to furnish bond in
any jurisdic~ion.
IN WITNESS WHEREOF,I,KATHARINE V.GRAY,the
WITNESS
Testatrix,have unto this my Last Will and Testament set my
hand and seal this 23rd day of January,1968.
--1'/I ,-,{}.R~/(.4//?-?'e7J ~f7'./f o/rj (SEAL)J C>,.-~
Signed,sealed,published and declared by the above-named,
KATHARINE V.GRAY,as and for her Last Will and Testament,in the
presence of us,who have hereunto subscribed our names at her
request as witnesses thereto,in the presence of the said Testatrix
and of each other..
0,'."
""T-"'i..-,,7 ..--~
,(,3-!cr-d~'~
i\ffibuuit (@f 1£xrrntnr (@r 1\~ministrutnr
~f,-~'.I.~"--~
@ltate lIf 'etttt5yluattia.~55:
C!!nUttty lIf Ba5l1ittgtlItt ~
P all b f h d . d th .Notary Public .d f 'dersony e ore me,t .e un erslgne au orlty,a.m an or Sal
County and State,appeared J1.~Q.!?.;h ~..~p.§.~.+.who,being duly
sworn according to law,deposes and says that S he is the executor ~~~of the estate of
.....~~.~~~.~~.~.~...Y..~~E.~¥.deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of !S.?l:.t:h.?l::r..!.Q!?Y..,G.;J;:.~.Y ,.
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item ;::~~:e ,::::::';::f~::::O:hi,:i.:z71~~..~..._.._..__..
:ay::5~:~~:;~:~·"d:~~~~~;Of ~r~o::U::~:e~X
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
lIuurutnry Hub ~pprHi.6rmrut of the goods and chattels,rights and credits which
Katharine V.Gray City of Washingtonwereoflateof:..
Washington County,Pa.,taken and made in.conformity with the abo-ve affidavit.
.PERSONALTY:
Account #1-1111 -First Federal Savings &Loan Assn.of
Wasbington n/o David E.Gray or Katharine V.Gray,his
wife (David E.Gray died October 1963).
Household furniture - 2 rooms at 307 Locust Avenue
old and in poor condition
Total
REALTY:
None
\
DOLLARS
300
400
CENTS
00
00
"""
::IF:/J ~f:j-
to 6--~i-a;;<~
Inventory and Appraisement
IN THE ESTATE OF
KATHERINE V.GRAY
Filed ~.~~.~~,19 ~.?..
en ""'t1--to .
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IN
~to
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~2()LYC!dz-jS'd-
SHERMAN H.SIEGEL,ESQ.
~~_.J--VT~~T::I.:;:~Ol,=,.....u~"XL Ud C LJZuy.
Washington,~~sylvan~
()~()~I-~d(&>~
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----------------~..-..-_..------...~_._-_.__...r.'~·~,',.
Fonn 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,i981,
EFFECTIVE JANUARY 1,1982.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)
OFFIOE OF THE REGISTER OF WILLS
WASHINGTONCountyof .
.............~~?~.?~~.~~of .~~.q .~.\'?~!1.Q .~.t:~,..V?~~.~~!1.Q1;:~~f •~~f •••••••
(Name)(AddreM)
.sworn ..sh~t .bemg duly .accordmg to law,deposes and says that 1*IS the Ex.eJ;;aJ..__t'_J..X _
(Exec.,Adm.•Legatee,Etc.)
of the estate of :Kg_tltC!~iJ.1§lL.:__~x:gy---------whose last residence was _~__J_Q_7 L.QCllSt Av..enue_._
(No.)(Street)
N.ashi.D..<,;ct_Qn_,I>_a.....deceased,and that the whole of the estate of said decedent,who died _Mar_ch.__:Z_,1.9_69
(CitY.Borough or Township)(Date)
consisted of:
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 Aim RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
N·O N E
Personal Property
Account #I-llll -Firf::t .,...:I 1 ~;:nTi n('TC!A,T.n.::ln :n C!C!n ,....-1=
Washinoton n/n n;:luirl F.~r;:l"nr T{;:li-h;:l ....ino U r!""~.,h~~.~-l=A/~--~,~nn nJ~I"~(David E.Grav died October.1963)
Household furniture -
Iv>,,\;if
2 rooms at 307 T.nr"l1c::t 11 TAT.::lC!h;,)-
'nn nn y1~'fPPa.-old and in Door r"nnn;.tion
400·oo~ljTotal
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 ,
Acct.#17.490 First Federal Savings and Assn."of"II-'.'::.>-Loan."
WaShingto~ather1~Gray
~-
or Mabel E.Peel as joint tenants
open4brUary 18,'1964 .)$1164.82
(t..-//One-half taxable 582.~-\--
"-~lJ..
VV
,-,...
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 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
NONF.
BENEFICIARIES
BENEFICIARIES AND ADDRESSES -
RELATIONSHIP SURVIVED AGE OF LIFE
INTEREST OF(If step-children or DECEDENT -TENANTS OR
(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 P(·ESTATE-.,.forth this fact.)DECEDENT .;:i _,.
.tterner1:IVI..:>L:U 1..1.-1/5th"re~idu-e1hOOP;::Irk ~.~()n ve~
Washington,Penna.-,-
,.J ---
.l\a1:ner11l~.:>.
15th~~;::I"+i:.'Tnn;::on::o -·tpr vp!=:residue-c
tlaze.L iVi.l.,.;.Lare /t;+.h rp!=:;nllPr'1pupli=1nn nh;'"'n::o",..,.h+pr vp!=:
Mabel E.Peel
RLln 'l<'T.,;nN c:::+·UP!=:,..,~_.+;::Inn 1/Sth--Washington,Penna.residue
Iva Jean Phillips
,11:....1-.....o ...~~"On....,."......,.".....M~,...h~,.,..........·..0...,";1 -..
;
RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
.
DEBT OR CLAIM NA~URE (}F SAME AMOUNT THIS COLUMN
.KEGISTER 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
?
..-
.-
Total ,,~
•NO~'List first five items in the spaces SQ provided,observe notations thereon,and instructions.
••••.•.••••••••••••••••••••••0 •••••••••••••••0.·••
(City or Town and State)
~AI//l~
..~/~:.~~~~.
840 E,d.nfl~ti!.eeJUne69........................day of ,19 .
.~..~.
rcr::::1C".:H !.WLS,Notw)Public
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,.commission or debt i'g greater
or less than the estimated amount claimed and allowed.
...'/()ZI.JSubscnbedandsworntobeforemethis......•...............
My Cr::;miszi::,~::~:r::;..;;iJr::my t./,1:1
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this
..................................day of ,19 .
Appraiser
In the event that any future interest in this estate is transfelTed 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 transfet'inheri-
tance taxes at the lawful collateral rate on any such future interest.
...~E~ORT OF Bt~E_R~WILLS .
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 lI.mounts claimed by deponent.except as to those items where a greater or lesser amount
·:::d~o~t~.~~~~~~t .c~~~1~~.e.~~~f.~~~~.s~~~~~:~.above,which greater or le.s.s~~.~~~~~...~.Register of Wills
~...-
"
."-
Fonn No.RCC-62 cl2-66)
WillAdministration lNo.. ,..,.....Year,,...
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
KATHARINE V.GRAY
Deceased
Late of ..c;i:ty..9,~.Wp'~~,i..I1g:t.Qz:1,:,~:..
....,.-c;.
"''1;=r:~.~."'.1~
C f ..fT'I washl.:h~ton-..~..
ounty 0 ..en.~.'.,.C.,.•.•.,~••....••.•,.•'.'!'~.';:r .......(.J"l c::r-.~..<IJ °n:Z::....commonw~~ohenns~ani'il1. .\,"'"j'a.r r.o-t.'.:--o ~.:ot ....,.3l:-0'". "RE~R!r~ND jipPRAISAL ".
,r'::;;rv,'II
~r--,-J;?..""Q,.....~t..o...I
c:;)
SHERMANH.SIEGEL,ESQ.
215 Washington Trust Bldg.
Washington,Pennsyl.vania
l
,
I,
-I
Form RCC·10 DEDUCTIONS ALLOWED IN J
AND AGENT OF THE COMMONWEALTH
c:2;lIl -(r t3 -~~-<.:<
OF
OFFICE OF THE
REGISTER OF WILLS
WASHINGTON COUNTY
.STATEMENT OF 'DEBTS•AND DEDUCTIONS
THE SUM OF '~$L~0~~
ESTATE OF KATHARINE V GRAY LATE OF _.....I.C...;ut...,y~.l..O/..lf.......JWlt.lLl::la.;;:Su.b.L.;L.n~g....l.tol.o.un......_
DATE OF FILING APPRAISEMENT __~2_-...../~/:"--"";~::"""L.f DAT&0"DEATH _...IM:Laa...Lr..LCOJ.b.L-7J...-.,----J]L,,;92..6u..;;z9~_
DATe:NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH""
1 9 6 9
Robert E.Hummell Funeral He me Burial expense 1211 00_.
-1("....-1-7 ('n I Tnc::("rintion on marker 14 00
end Rov Wilson Conductinq funeral services 25 00
Menzie Dairy Account due 6 77
n.nn~Y Ph-"lrm-"l"'v ""15 00
Cox's Caldwells ""9 00
Rp]]Tplenhone Co.""4 95
Observer Publishinq Co.""1 20
rp....""C!n 1 ""2 00
:n.lr....~t'I 1\~n Flowers 58 00
co'·H Sieoel.Eso.Advancements:
1969
Rpo;c::t-.er of Wills Probate Will &1 short
certificate .10.~~"""1 short certifl.cate 1.0
Margaret Bails Notary fees :l •Ul
D",,",,"011 M"'....;l"Ir\'DOfT .F;l;l"It'T Invpntorv -"Ind
Debts &Expenses "6'..0(19 50
Sherman H.Siegel,Esq.Counsel fees .s.0·00
'T'nT""1 1416 42
-
COMMONWEALTH OF PENNSYLVANIA
}S.:COUNTY OF WASHINGTON
I,Mabel E.Peel HEREBY CERTln-,THAT.TO THE BeaT OF
MY KNOWLe:DGE AND BELIEF,THe:FOREGOING IS A JUST AND TRU I!IIrATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSI!S OF
ADMINISTRATION SUBMITTED TO THE EST...TE OF Katharine V.,Gray heED,AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.~~.~(L.S.)IO~DAYOPSWORNANDSUBSCRIBEDBEFOREMETHIS
~.T"l"Io 18~:VI.A A I'(1A l-j!-.r o'vt.UA J
MA~~I?ET BAILS,fle!.".l"']PlJb!:c
WA,~IofFr'\ri'~.,.....~,_,I:f _'.'~.~"'.,'."l'....C-...,t'.\.
•YCommISSIG,;)f ';J!":3 r;Jru::-7 27,1371
/":..-"'\·-R~C.f'39~!l-66)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of__G_RA_Y K_AT_HA_R_I_NE__V_o DATE OF DEATH 3-7-69
(Last Name)(First Name)(Initial)
FILE NO.63-69-322
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 item in the last column to the right in Schedules "A","B", "C",and "E".
Dated:_----,0.....,7;---.....,1....,1.....---,6,...,9..--_
03-07-69
REGISTER OF WILLS
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.~-~~r
07-11-69Dated:_
$
400 00
~R2 41
982 41,416 42
INSOL\ENT
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
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$___--=4~O~0~0~0:....------+--
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $-+-__2%
Tax on $@)
Tax on $5%
Tax on $10%
Tuoo$1~
Exemptions •
Total Estate -1-__
TOTAL TAX
COMPUTATION OF TAX
$--------+--
$--------+---
$--------+---
$-------+--
$--------+--
$L--_
(.)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 $t=
Add interest at rate of 6%from
to ---c=$---AMOUNT OF ESTATE TAX ASSESSED $.
Estate tax paid $I
BALANCE DUE $....JL-
Add interest at ::te of 6%from $-----~t=
TOTAL TAX BALANCE $--------1.
PAID $--....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.
:~~inistratiOn !No Year .
IN THE
MA TTER OF THE APPRAISEMENT
OF THE
ESTATE Of
...... .
Deceased
~~~..•.•...........•...............•.................•••....•....•....
County of .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
..,
\
#-
t".
DEPARTMENT 'OF REVENUE
BUREAU OF COUNTY COLLECTION~
~~'-.••HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE J..uly ll..,19.6.9..
COUNTY WA§,f,J.IN.v.T.QN .
FILE Nd•...~..6.3.:.-6.9-.J2.2 _..
Whereas,Mr.RAR.~.~.Y..~Q.BA.I late of WA.S..alNQ.T.QN..
in the County of WASHIN.G.T.ON Commonwealth of Pennsylvania,having died on
the 7.t..b.~day of M~.r.c..h 19 6.9.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~.~~..~~.~~.!,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 Ufe 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 ApprallemantDelcrlptlonofAllatValu.1 Mada for Inh.rltanca
Tax PurpOI••
$
PERS.:
Acct.#1-1111-First Federal Savings &'Loan Assn.of
WASHINGTON n/o DAVID E.GRAY or KATHARINE V.GRAY,his wi e/
(DAVA ID E.GRAY DIED OCTOBER.1963).300 00
Househod furniture - 2 rooms at 307 Locust Avenue
'''ASHINGTON.PA.-old and in poor condition 100 00
TOTAL A,OO 00
.
JT.HELD PERS.:.'
~t.Save Acct.#S-17490 held iri the FIRST FEDERAL
SAVINGS &'LOAN ASSN.OF WASHINGTON. WASHINGTON.PA .•in t e
names of KATHARINE V.GRAY or MABEL E.PEEL.Opened 2-18 64
Balance as of date of death,$1,164.82 One-half taxable 582 41
TOtAL ytoSZ 41-
ESTATE .TN~OI,VENT
Penna.
WASHINGTON........................COUllly
.RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
........................K~T.HARlN.E.Y.GRAY .
Deceased.
Late of
WASHINGTON..............................................................................................................................
Date of Death,.··········Ma.r~h····7 ..f ·T96·9..
Appraisemel!t Docket Vol.,~.?..
Page,~~.?.~.§No.63-69-322......................................
Filed in Register's Office,..}..t.IJ.Y !J .19 EJ..9
Amount of tax due $.I •...••.•....•......•.••..•..•..•.••..•••.•••.••••••••••••.••••••••••
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,..
Appeal ft-om Appraisement,..
Entered and charged,.
\...
t~-.