Loading...
HomeMy WebLinkAboutOC1969-0411 - ESTATE OF MOROSKYRC C-1 03 (2-64) ,, COMMONWEALTH OF PENNSYLVANIA DEPARTMEI-jT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF_W=A::::.S..::.:H:.;::I:.:._N:..:::G:..:T:...:O::.:N~-- -· This return must be completed in detail and filed in duplicate, with the Regist~r' of Wills in the County where the decedent resided within one year after date of death, unless an extension is granted by the Secretary of Reve~ue. XWJ]IJ 61. No. ____ l9 ___ l,_....cR~i,_,c~h~a=r,.::d::._;M=-;..=o:..::r:...:o=s,=.;k,..yL-___ ·_· ·---of Box 14 9 , Marianna, P a . (Name) (Address) Misc. being duly sworn according to law, deposes and says that he is the_---'I=.n~f~O-t_;r!:..m~a~n.!..t!!._-:-:------~--------­(Exec., Adm.+. Legatee, etc.) of the estate of Dorothy Morosky late of Marianna, rennsyl vania (City, Borough, or Township) deceased, and that the whole of the estafe of sQid decedent, who.died on February 28, 1969 (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 Trander Inheritance Tax is due. Type of Asset: Real Estate, Pers. Property, Jointly Held Prop. or Transfers Real Estate ASSETS (Attach, additional sheets if necessary) Description of Asset Two story frame house, Lot 122, Bethlehem Cuba Iron Mines Plan, Plan Book 7, page 1'6 Estimated Market Value Department Valuation CAUTION (Do not writ_e in this space) and 147 -Borough of Marianna. See Deed Book 700 page 58. Also see Deed of Fred Morosk~. et ex. et al, dated July 6, 1970 and recorded J?oo.oo $800.~.J~ December 29, 1970. TOTALS 800.00 tf"oo.oo REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointee! Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and ~ersonal property as treported in the foregoing schedule at the values s~!Jorth opposite each item in the last column to the ught. 1l/dJ.11 p.f ~~~~if ~~ Dated: /r,-q-7/ Inheritance Tax Appraise , DEBTS AND DEDUCTIONS Amount Amount Approved Name of Payee Nature of Claim Claimed by Register Washington County 1969 County, School and Borough Tax on property $80.45 TO. _,£..s- Washington County 1970 County, School and Borough /. ro- Tax on property ...,,... -~:r ---/=-'·T......, ,.,... -r;:_-. :Funeral Expense -... 735.00. Shrontz Funeral Home 7c5<S: () (] Marianna, Pa. o-1 s-, YJ TOTALS $887 QO . -h9-. Cf.6 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for the above County, do res ectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed, except ere I a set foith a greater or lesser amount in the last column to the right, which greater or lesser amount represents th sum llow as a deduction. DateofApproval: 6-9-7 ( ' ~' r; Will ( ) Admin is trciti on I ' No. Year __ f ' ""' ... ·-~ . IN THE ~. / 'r . : :- ..--\' ' J. 'iMAT:TER.OF THE APPRAISEMENT """" ... ..-·, .. · If.. A (••" ... .,.,., ...... ,"',..... \., ..,4.""- .. ·~ t~ fl.\::,\''""'.,.,.'' , " ,,, OF. THE '1••. fJtqrt''\~· ESTATE OF DOROTHY MOROSKY. Late of Ma rj anna County of Washington Commonwealth of Pennsylvania Deceased ~ .. -f! -~ -REPORJ,; A~D APPR4\:JSAL.~ ~ r:n :::o c:;:l •. ---· (/, c:; c;::: rr1 r -r __::_ (/) c-> == (_(} (.() n ;z: -; Il-l '"""' ..,.., m r-·-r._o :r---1 ~ :.v :---"'--:._; ~ 0 -~ .. ~ -r: ,!;... ... g~;; I :z -oro l> (f) :D' ::;\: f") (J.J .., T -------- RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of Morosky (Last Name) Dbrothy (First Name) SUMMARY DATE OF DEATH 2-28-69 FILE NO. 63-69-4il (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __ V:.:.:la=shi=· ng=t~o:::.:n~------­ 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: ___ J_un_e......:...9..._, _1_97:....:...::1::__ __ _ IJJVueJ . ~ . ~ ~ .d./n./Vt J(} &.1 I INHERITANCE TAX APP--tt/sER I 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 depo ept as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule ''F , which gr ter or lesser amount represents the sum allowed as a deduction. Dated: __ .;;..J\=me.::......-9:.....;,~1:...::97...!!.'=1:...._ __ _ INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VAWE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ $ $ ___________ -+---RUU ()() ~nn nn Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 800 00 8f?J7 90 EST ' annuities . . . . . . . . . . . . . . . . . . . $-----~-- ESTATE TAX ASSESSMENTS $ _____ .~.....___ 800 00 ....,....,.., ,...,... c:c-1 )"'" c, J'- AT E INSOLVENT FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% Tax on $ -----------4--Gi:> $ ___________ -4-- $ ______ ~--- Tax on$ 5% $ ___________ -4 __ __ Tuoo$ lK $ _________ -4--- Tax on$ 15% $ _______ ~--- ~e~tioos * Total Estate _______ ~-- TOTAL TAX $--------~--- Less tax previously paid $=======+== BALANCE $----------+-- Less 5% of tax if paid within 3 months after death $========= Add interest at rate of 6% from -----to ----- AMOUNT OF ESTATE TAX ASSESSED $----------+-- Estate tax paid $ _____ ___J __ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE DUE $ _____ -J __ __ Add interest at rate of 6% from ----------~·0------$-----------4--- TOTAL TAX BALANCE $ -------+---- PAID $-------~--- 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. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF DOROTHY HOROSKY Deceased Late of . HARIANNA . .............. ············ County of . WASHINGTON .. Commonwealth of Pennsylvania REPORT AND APPRAISAL .. \ ' • c c • .. ~ - Fonn RCC-.2 . -COMMONWEALTH OF PENNSYLVANIA DATE ....... ~~~ ..... ?.1. ..... ~~.3.: .......................... -··············· DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX Washington BUREAU OF COUNTY COLLECTIONS COUNTY ......................... ~ ............ ~ .... ~ .................................. ............ HARRISBURG, PENNA. 17 12 7 APPRAISEMENT FILE NO ......... ?.?..:?..?.:@. ................................................ Whereas, ................................................ P.9r.9:t.hY ... N9.r.9.~kY. ................................................ late of .. ........... ~r..i.:~~ .......................................................... ......... in the County of ...... ............................ W.~.~.ht.~g;t..9.P. .................................................................... Commonwealth of Pennsylvania, having died on the ................................ ?.~h .................................................. day of ............. .¥.5~P.r..~J:X .................................... 19 .. 9..9 .. ' seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, MADELINE FINNEY 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 Appraisement Description of Asset Values Made for Inheritance Tax Pur poles $ REALTY: See copy attached to appraisement 800 00 ESTATE IIDJLVENT .. Having been duly sworn according to law, I do ht;!reby certify that the above appraisement is made in con- fonnity with law on this···········~········ day of ~ ;g;?~ a A raiser • z;j;,~;!J;fi, . ~::... \, . .Jr{A$.I:I.I.NG'l'QN . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ~b.PROtr.ki. .. }~QROS.KX .. Deceased. Late of HARIANNA ............................................................... . Date of Death, .................. ..2.~28~.6.9 .................................... . Appraisemel!t Docket Vol., .......... J.../.. ............................ . Page, e5.c?~ .... =f... ............. No ....... ~3..~.~9::-::ill. ......... . Filed in Register's Office, ....... ~~.~ .... ?. ......... 19.7~ .. . Amount of tax due $ ~ ····································································· DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f,.om Appraisement, Entered and charged, l ~ I• RCC-81 (2-64) COMMONWEALTH OF PENNSYL VAN lA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ' RICHARD MOROSKY -INFORMANT IN YOUR REPLY PLEA8E REFER TO In Re: Estate of ___ DO__.;:.:R:..:.O..::.T.;;.:HY.:::...,.:.:J:..:;'10:::Rc.::.:OS=KY::::._ ________ _ ___ __:.l-i:.:.:JA:::.S!.!;HI::..:N~G:....:T~O!!.N ______ County -File No. 63-69-411 Dear :Hr. Morosky, You are hereby notified that the original appraisement in the estate of. DOROTHY NOROSKY has been filed in the office of the Register of Wills qf WASHINGTON County on June 9 , 19~. Said appraisement reflects the following valuations: Real Estate 800.00 Personal Property __________________ __ Transfers __________________________ __ Total 800 00 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_un __ e~9~,~1~97w·~l~-------Signed 1/tadeL.,t ~ 7-tZ•~ft--. Title MADELDJE FINNEY, APPRAISER I ESTATE INSOLVENT DATE OF DEATH: February 28, 1969 Note: This is not a bill.