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Home My WebLink AboutOC1969-0416 - ESTATE OF ROGERSRCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of ROGERS (Last Name) MARY (First Name) DATE OF DEATH 12-30-68 FILE NO. 63-69-416 (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraisel' 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=6-_,0=4'--=6.L.9 ___ _ 12-30-68 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 0r lesser amount represents the sum allowed .. a deduction.;? ---/ §' a_ -·----;, Dated: 06-04-69 ~~-/~ REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED 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 Valua.tion of life estates or 535 00 - 535 00 1,010 60 Est a annuities .............•.... llo $-------4--- ESTATE TAX ASSESSMENTS $ _______ J...__ te 535 00 535 00 1,010 60 Insolvent FOR USE OF REGISTER ONLY COMPUTATION OF TAX $ _________ -4--- $ ____________ -4---- $------------4---$ ___________ -4---- $ ____________ -4---- VALUE AS REAPPRAISED $ ____________ ~--- TOTAL TAX $------------~---- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=====~F== 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~.___ BALANCE DUE $ __________ ----~. __ _ Add interest at rate of 6% from ----------~0--------$-----------4~-- TOTAL TAX BALANCE $·----'-''-------+---- PAID $ -----------L---- 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 .. ~X . R.OQE4S ... Deceased Late of . l)()rJOM. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ... : ' _, i i I . Fo.rin: RCC-2 DATE ........................... ~~~ ..... 4.~ .. ~ ... J::.9..~.9. ... .. DEPAR'I'MENT OF REVENUE ... . BUREAU OF COUNTY COLLECTIONS COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX COUNTY ................... w.~.~-~~.8.~.9~ ................................. . ~ ' . . HARRISBURG. PENNA. 1 7 1 2 7 APPRAISEMENT oi r ·' FILE NO .................... ?..?.:.?..?:~.~ ................ .. m ~ D .................................... ~~Y. .. J~9g~-~-~ .......................................................................... late of ...................................... ?..~.?.:~ ...................................................... . e oun yo ................................................................. .................................................................... 0 enns van a, a ng 1e Whereas, th c t f Washipgton COmmonwealth f P yl h vi d' d on the ....... ......................... 3.0 ... t.h .......................................... day of ................. P.e..c.e.Dlb.~r. ................................. 19 .... 6.$.., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ....................... : .... w~.~-~ ..... 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 folilowing appraisement: In the event that any future interest in this estate is transfened 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. Appraisement Unit Description of Asset Values Made for Inheritance Tax Purposes $ PERSONALTY: Insurance -North American Benefit Associati1:>n Woman's Benefit Association. 535 00 '· I .. Total 535 00 ESTATE INSOLVENT fonn::v;;:~hb~: ~:~i:w<>rJl ~C<!Q~~ ~:· :U.~ ~·~~:~ ~:~~~t£":~ A 1ser ............................................................................................................................................................. ~<" /--(/~,.;;;;~"' , Penna. I I : WASHINGTON ......................... Coutzty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .MARY ... ROGERS .............................. D~~-~~;;;t: Late of DONORA ··············-······ Date of Death, .......... .P.~.<?.~J.Il1:>.~!. .. )9.1. ..... ~.9~.1?. ........... . AppraisemeHt Docket Vol., ...................... .37 .................. , .... . Page, ............. ~03.~.7 ................ No ......... 6.3.::":".9.9.~4.l.6. ....... . Filed in Register's Office, .......... cl.~!a. .... 4 . .t .... 19 .... 9..9. Amount of t(lx due, $ ................................................................ .. . DEPARTMENT OF REVENUE Received, Exa.mined and Approved, ~Vrote abo.ut Appra-isement, Appeal jYom Appraisement, Entered and charged, .... ,., • RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANC.E TAX DIVISION IN YOUR REPLY PLEA8E REP'ItR TO 20 7 37-3- NOTICE OF FILING OF APPRAISEMENT EVELYN PYLE (Executor ~)· In Re: Est ate of ____ ~MA=R:.::Y:;..· ...:~=.::O:...:G==ERS='---------- -------!lW~AS~H~I::.N!!:!G~T..::::m~~----County -File No. 63-69-416 Dear Hrs • Pyle : You are hereby notified that the original appraisement in the estate of l.fary Rogers has been filed in the office of the Register of Wills qf Washington County on June 4 , 19.Q:l. Said appraisement reflects the following valuations: Real Estate __ ;__ _______________ __ Personal Property _____ ~53~5~·~0~0~---Transfers _________________ __ Total ----------.l.53,.J.,5,J...·o...~.Ot.~.O,__ __ 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 int·erest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ______ ~Jun~e~4u•-=l~9~69L--------signed~C~ ,;2. * Title W.R. CHANEY:c ~PPRAISER DATE OF' IEA TH: December 30, 1968 ESTATE INSOLVENI' Note: This is not a bill. ~.:;. { .. : ''·, r;:~r;:, ....... , LAST WILL AND 'TESTAMENT I, MARY ROGERS, of Donora, Washington Cotinty, Penn- sylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all wills and testaments or writings in the nature the reb£ by me at any time heretofore made. FIRST: I direct that all m·y just debts and funeral ex- penses shall be paid as soon after my decease as can conveniently be done. SECOND: All the rest, residue and remainder of my es- tate, whether real, personal or mixed, and wheresoever the same is . situate at the time of my death, I give, devise and bequeath as follows: One-half (1/2) thereof to Fred Smith and LaRue Smith, his wife, or the survivor of them who may be living at the time of my death; one-fourth (1/4) thereof to Evelyn Pyle; and one-fourth (1/4) thereof to my grand- nie·ces and grandnephews, namely, Jean Evelyn Kennedy, Robert Grundmann, John Grundmann, Keith Clark, and Sandra Clark, share and share alike. THIRD: I do hereby constitute and appoint Evelyn Pyle executrix of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this __ ....~,/_7~----day of November A. D. 1965. --r2c..o:.vt--'"-='=~'-""· • ~~f--. /£.............,o-.=,(7"*-z=JA&~::....,.,·--.~--(SEAL) Signed, sealed, published and declared by MARY ROGERS, testatrix above named, as· and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the pre.sence of each other, haye hereunto subscribe~ our names a,.$·:ittesting witn·esses. ';?-~· _:? . . /;~~~~ II I 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, 1981, J EFFECTIVE JANUARY 1, 1982. (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) ' .. *' 'OFFICE OF THE REGISTER OF .WILL~ County of ... W.4~HJNG:I:9.N ........ . . .. . . .. . ~Y.e.l.Y.l}-. RY~Y ......... · ................... of ...... P.9P..Q:r;~,. ~~p:~vn;~y~gi?-................ . (Name) (Addresa) being duly ____ §~.9);'_~-----------------------.according to law, deposes and says that he is the ___________ ~~~-c.ut.:r_~-----·----------------------. (Exec., Adm., Legatee, Etc.) of the estate of ___________ M.~:r~ __ RQg~_:r~§-~--------------------whose last residence was -~---------D.o.no.ra; .. .P..enna. ___________________ _ (No.) (Street) ---------------------------------------------------·deceased, and that the whole of the estate of said decedent, who died J;?_yS:_~ __ }Q.L __ l9.QJL (Ciry, Borough or Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN<!: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 Estimated Value None . Personal Property /_ Insurance -North American Benefit Association -Wo.man1s IJ/L .-"\ Benefit Association ey rl/s;rr;s-J · . I j ·-.. I f ,. ........ ., ~· -- .,.'it.-., .. _'!:;.-- ............ "".,..._,. v~.t ... .,. :.J',, ~ """"-*"'oo' ...... ~ !· , ... '-' ... ~ ~ .. NOTE: You may expedite the processing of thi:3 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. 1 i ,----~------·--~-,.,.,...-,~-~--............,..--.. ~-.,:--'"'•-·-,,.,. .. "' ---..• ; I Estimated Jointly Held Property ' Value . ,.-;.;... . ' ' .. Non·e ' .. - ' -- I " ' \ \ 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 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 NonP. BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT . TENANTS OR INTEREST OF (State full names of all'and'iheir'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 Evelvn Pvle Niece Yes Over 2.1 1/4 Residuarv Esta _E_red Smith Brother No Over 21 1 I 4. Residuarv Esta LaRue Smith Sister-in.-lavv Yes Over· 2.1 1./4 Residuary Esta -Jean Evelyn Kennedv Grandniece Yes Over 2.1 1/2.0 Re siduarv Est Robert .Grundrnami Grandne_phew Yes Over Zl 1/20 Residuarv Est Keith Clark Grandnephew Yes Over 21 1/20 Residuary Est Sandra Clark Grandniece Yes Over 21 1/20 Re siduarv Est John Grundmann Grandne_phew Yes Over 21 1/2.0 Residuarv Est -- ; 'I te te te ate ate ate ate ate r .. , -REaiDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE· List first five items in th11 spaces ;;o provided observe notations thereon and instructions ' ' DEBT OR CLAIM NATURE OF SAME . AMOUNT THIS COLUMN iKEGISTER ONLY Lawson-Rabe Funeral Home Funeral expenses paid $ 1,000 10 $ -· Family exemption (will not be allowed unless decedent died residing with a spouse or children.) ~Re~Iister of Wills Administration Expenses • 10 50 " Counsel fees • .. Fiduciary commission • I OTHER DEBTS AND CLAIMS (.) See Note below 7 -· ! --- v -· . - -Total 1,010 60 Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater or less than the estimated amount claimed and allowed. · .· · <''· · 2ist Subsc11bed and swot.n.to b~fore me this ..................... . .~,d.:t:-r:f! ..... . . ' · ' ·~ ::. A ril 69 .... ·.· ....... : .......... day (!.f •.••. P ................. , 19 ... . 105 Modisette Avenue (Street Number) .... /.4-~/. /.. ..... <~ ................ J'{<?t!3::rY. .:Pl:lblic My commis~ }~es: /?7~ ~~~ 19 ..3 . .... .l?.~~P!.~~. -~-~~~ ...... ~-~ 9.~~-............ . (City or Town and State) ~ Having be~~ duly 's~~rn .according to law, I ~-e~y~ certify that the above appraisement is made in conformity with .......... : .... f~ .......... dayof.~······························· 19.~Z ,--;) ~/..~ ... ' ...... ~(... law on this In the event that any future interest in this estate is transferred in possession or enjoyment t ateral 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·inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF TH~¥ISTER F WILL I, the undersigned duly elected Register of Wills in and for/-~ f!....... . ... County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amoun&·claimed by deponent, ept as to hose items where a greater or lesser amount is set forth in the ast column to the right in said schedule above, which greater or I r am/nt re resents the sum allowed as a deduction. Dated:... . ... Z::(.':f.~£............... . ..... /.~ ................. ~~ .. .. Register of Wills "' i .. ' ... Fonn No. RCC-62 (12-66) Will 1No .. Year ..... ~s······.··· IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .......... ~~Y .. ~~Si~?:~' .......... . Deceased Late of ..... :O.O.IlOJ:"P.., ....••.•..•..•..••. County of ... Y'f.~~:~.ington .................... Commonwealth of Pennsylvania .. ~----· ,. __ ,. # ~-(~ ""·· -If.' . .. ..;~'~ -~~--~ •::o ~ "1'1 ~~-t.i)rn::o ---. REP~.A~D Ali!RAfSxL · i: v ~ (/) :::r.; ,.-.. .• ---. !"TI """"1 .... _, • •I ,...... j i ...., ;;:.J ;..:... 1"'...1 - §fo. 0'" ·-·~, -r-1 z:: :z:::.c, ~,;!" ~ 0 )':>. -d ~ ---_...... .;--== --~ r-:-"7"" <:::::) /~ r-_.,_ ;p;. .-~ 0 _ .. '"" ;,. . ~-~ ..:;- GEO. 0. FRAZIER Attorney at Law Donora, Pa. 15033' r· ' .. j .,, ~~"'· ·~ .. ··~ ··i ~~ :· ., 1l :· <"' ., ..,.: -ll" ... _ /\. .. '"' tr_.~ ,' ..... "' " .. .. . . .. ··~ .... , ... 17 • '1.-~ .: .. '· ~'ltlflq 'H: :.r•••t , '"/ /