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Home My WebLink AboutOC1969-0408 - ESTATE OF LAMBERTSON,_ DEPARTMENT OF REVENUE , . ·BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 I Z 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE ·TAX APPRAISEMENT AnT"il 2 · 1969 DATE ......................... C-................... 1. ........................... . COUNTY ............... )'f~.~~-~g~-.9!! ............................. . FILE NO ................... 6..3..~.6.9~.4..~~ ..................... . Whereas, ............................... ~.! ..... P.~~ ... b~.~!.~-~2.~ ....................................................... late of ......................... Y.l.~~~-~~~?.I:l ................................................. . in the County of ................................. W.~.!?.h.m&'t.9.D. .................................................................. Commonwealth of Pennsylvania, having died on the ........................................ ~~ .... ~.~ ................................. day of ............... ~.'!JP.f,:l....... .......................................... 19 ....... ~~ seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................... .J!.~~-! ..... 9..~~1. .......................................................... , 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. Description of Asset Unit Values $ Appraisement Made for Inheritance Tax Purpoua JT. HELD: One-half undivided interest in the uncommitted balanceo of joint bank account No. 60943 in the Dollar Savings Bank, Oliver Building Office, Pittsburgh, Pennsylvania in the names of J. Paul .J...ambertson or Nartha N. Stailey as per ruling of the Inheritance Tax Protest Board of the Pennsylvania Department of Revenue on March 14, 1969. 1,174 51 Estate Insolvent i ·Total 1,174 51 I 'WASHIN.(:}'J:'9.:N. .. . .......................... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of J. PAUL LAMBERTSON Deceased. Late of .W:AS.JUNG'r.ON ................................................. .. Date of Death, ...... cl.W1.~ .... l.6., ..... l.99.~L .......................... .. Appraisemel!t Docket Vol., .............. 37 ................................ . Page, ..... ~0~~.8 ......................... No ....... 6.~99~40$. ......... . Filed in Register's Office, ....... Apr.il ... 2.., ... J9 .... 6.9 Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, .... I , RCC-103 ~2-64) ~c , r~~.,. -~ COMMONWEALTH OF PENNSYLVANIA DEPARTMEtolT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION () ~ Y1t; ~~~~ E-f/'o INHERITANCE TAX RETl:JRN. _ ~-A~ FOR IN SOL VENT ESTATES ONLY OF RESIDENT DECEDENTS couNTY oF Allegheny / This return must be completed in detail and filed in duplicate, with the Register of Wills in the County where the ecedent resided within one year after date of death, unless an extension is granted by the Secretctry of Revenue. Will Admn. No. ____ l9 ___ l, Franklin Blackoone, Jr. {Name} Misc. of~P~it~t=s=b~u~r~g~h~~~P~e~n~n~s~y~luv~a~n~i~a~---- (Address} being duly sworn accordin.g to law, deposes and says that he is the ______ _,...l,.,_nf.....,.our._..m......_.a...,n...,.t...__ ___________ _ {Exec., Adm., Legatee, etc.} of the estate of _ _!::J_._.--===P~A~U~L~=LA~M~B~E~R!!_.,T~S~O~N~-------Iate of _ _:WL.LJ;a!.J>s'3._1h~iun..lo.j2'±5-"-'o..un~-P"---:5e'-'-nun.us?-.yl'-:luv(..J.a:Lnu.l.u· a:1.._ _____ _ (City, 'iroraugt, ar Tawnsh1p} deceased, and that the whole of the estafe of s11id decedent, w'ho died on ____ ----'!.J_,u..,.n"::e~176.._,a,__=-1_...9 ...... 6'-'"8....__ ___________ _ (Date} consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma'rket value of the assets and no Pennsylvania Transfer Inheritance Tax is due. Type of Asset: Real Estate, Pers. Property, Jointly Held Prop. or Transfers Pers. Proper y (Signature} ASSETS {Attach additional sheets if necessary) Des-cription ·of Asset One-half undivided interest in the uncommitte j balance of joint bank account No. 60943 in the Dollar Savings Bank, Oliver Building Office, Pittsburgh, Pennsylvania, in the names of J. Paul Lambertson or Martha N. Stailey as per ruling of the Inheritance Tax Protest Board of the Pennsylvania Depart- ment of Revenue on March 14, 1969. TOTALS REPORT OF INHERITANCE TAX APPRAISER {Title} Estimated Market Value Department Valuation CAUTION {Do not writ_e in this space) $1,174.51 t~,e ./ \jJ,} >,; : $1 174.51 I, the undersigned duly appointee Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the values set rth opposite each item in the last colum to the ri t. ~ Dated: Name of Payee Orior C. Pinkerton Funeral Home Annex Pharmacy Bell Telephone Compan Mae M. Lambertson DEBTS AND DEDUCTIONS Nature of Claim June, 1968 -Funeral expense Drugs Phone bill Widow's exemption TOTALS REPORT OF THE REGISTER OF WILLS $2, 014.40 24.99 58.01 $1, ooo. 00 3 097 40 Amount Approved by Register I, the undersigned duly elected Register of Wills in and for the above County, do respectfully report that I have allowed deductions in the amounts set forth in. the above schedule as claimed, except where ave set forth a greater or lesser amount in the last column to the right, which greater or lesser amount represents the sum d as a deduction. Dote of App•ovol, ~o/; /Pc,? . ' ·· t'..t!---"'7/(t-'1..<-'1-~ ' '-i (, . -. -,' ;...- :.-- Will c ) Administration No. Year __ IN TH~· ' MATTER OF THE APPRAISEMENT . ' ,, . " ·el; ·J i' '-If,, OF THE v c., ,.---i ESTATE:,P~ c) J. PAUL LAMBERTSON , ~ --h r-< ) .. , L I "',) ,_;. .--+-,' ._, c l · -.. ) Deceased J -· . .___, ;...-:.--. ' '-I (l ,_ ~ '- ' 1:-' r-< ·' t-l (} 1-'\ ,. : :> L, ,_\ -h Late of Washington ~. '--< County of Washingto~-. ;) () Commonwealth of Pennsylva~.i~ v- '-< ( ' 0' u c-< (} t" _,_, :---: -, ) (,...j ~ 1..-. I I ;_...--:.--(' . ' !.!-- ) L, r.· REPORT AND APPRAISAL ~-; ~ .~; -h (, ~ ( () -,' ' . .. .. Vd ··oo NOlf)NIHSVM SlliA~ .:W B3.l.Sif>3H ,Q N I t1 V jr~ ll3 S S n t1 \ LO t t 6 UU . 02 HVW e.t·-g_ <I en ·-· ., J -1 t i tJl. ·~1 •~,J .J I i • ...J !I f\ J ~~ --... -I ~-I .--< ~ I '-< •) () (-! -,' •) ~ ._, ·Y ;__ ~ J c u ' -, ') ~ -1 I l RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE~' BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REP'ER TO 37-202-8 NOTICE OF FILING OF APPRAISEMENT lfflANKLn~ BLACK.S'IONE, JR. Informant In Re: Estate of ____ ____:J=-· •:..:.-....:::P~A:..::U:..=L=-=~==:.:::.rrB:::·:::..::· ON=-· ____ _ ______ W.:.:..AS~HI.;;;.·;..;.;N;.:..G..:;..TO.;;.;:N=-· ----County -File No. 63-69-~.0B Dear l.fr., Blackstone: You are hereby notified that the original appraisement in the estate of J. Paul Lamberston has been filed in the office of the Register of Wills qf Washine:ton County on April 2 , 196_2_. Said appraisement reflects the following valuations: Real Estate __ ~--------------- Jt. Held Personal Property ____ =l~·~l~7~h~.L51~------- Transfers ____________ ~~--~-------- Total --------------~1~,=1~74~.5~1~------ 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 cha,rged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ A~p~r~1~1~2~1~1~9_;;_69~---- DATg OF DEATH: June 16, 1968 ESTATE INSOLVENT Note: This is not a bill. 1'/CC-39 (6·67) ·:qr~~MONWEAL. TH OF PENNSYLVANa ~-TRANSFER INHERITANCE TAX RESIDENT DECEDENT LAMBER!SON, J. PAUL FILE # 63-69-408 June 16, 1968 .~ SUMMARY FILE # 63-69-408 m::POJ\T OF INHERITANCE TAX APPRAISER I. the undersigned rluly appointed Inheritance Tax lppraiser in and for the County of # 63 lashington , 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: 04-02-69 07-16-68 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, dr• ··spr:r: tfu1ly report that I have allowed deductions in the amounts claimed by deponent, exc.,1• t as to those i terns 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: 04-02-69 INVENTORY Heal 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 annuities . . . • . . . . ESTATE TAX ASSESSMENTS FOR USE OF REGISTER ONLY Tax on $ 5% ~lO"'b ----------~~~ Tax on $ T ax 1~on ~ Tax on $ , __ Hi% E xemptio_n_s _______ := (':') Total Estate __________ __ TOTAL TAX .Less tax previously paid BALANCE Less 5% of tax if paid within REGISTER OF WILLS VALUE AS REPORTED Vft~UE AS APPRAISED VALUE AS REAPPRAISED $ ·~ $ $ _____ _ 1,174-51 _ _l,174.51 =~3~, 0!±97:!:o!~ -~kO~. ~-_ 1,_174.51 1,174.51 ======== ----~E~t~_lnso=1~v=en=t~----- $ ______ , __ COMPUTATION OF TAX <I> ·~> __ ..;._ __ _ ~ ---~--$ ------$ $ _____ .. _ $ $ =====·------- As evidenced by Charitable Exemption Certificates issuect by the Secretary of Revenue. 3 months after death $ ======:= 3ALANCE OF INHERITANCE TAX DUE Add interest at rate of H% from to $-~---AMOUNT OF ESTATE TAX ASSESSED $ __________ _ Estate tax paid $------~----BALANCE DUE $ ______________ _ Add interest at rate of 6% from to $ ______________ _ TOTAL TAX BALANCE $ ______________ _ PAID $ FOH USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made tq the above computation of tax by the Hegister of Wills, for proper reason, same should be noted below, with short explanation. Will Administration t No. .......... Year ........... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF J. PAUL LAMBERTSON ......................... .. ......... . Deceased Late of. vlASHINGTON County of . . . . . . . Wll.$.f(II\T(}'l'()I\T . Commonwealth of Pennsylvania REPORT AND APPRAISAL i I ~· .. ,; ! •