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HomeMy WebLinkAboutOC1969-0422 - ESTATE OF DOWNERFonn:Rcc-2 ' . COMMONWEALTH OF PENNSYLVANIA DATE ................ .... AP:r.:P,, ..... 7.i~ .. l9.~.9 ..... ·············· I DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .................. w.~.Rh;~,J~&~.9..n ............................. ' COUNTY 'BuREAU OF COUNTY COLLECTIONS .. HARRISBURG. PENNA. 17127 " APPRAISEMENT FILE NO. .. ................. 63=.6..9~.4..?..?. ................................. - ' o. ~ Whereas, ...................................... ~~-~~.):>9..~~Q.9..lf .... P..Q~.~~ ............................................ late of Monongahela ··············································································································· in the County of ...................................... W.~.~.h.~~.C?.n ........................................................ Commonwealth of Pennsylvania, having died on the .................................... ?.9. .. ~.h ......................................... day of ................... ~c.b .......................................... 19 . ..!?.9 .. , seized and possessed of an estate :\\ subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; ..................................... w..~.~-~ ..... 9.~.P.:~Y. ........................................... : ............. , . ·~~., .. 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 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 Purposes $ PERSONAL PROPERTY 100 shares Northern Natural Gas 5,425.00 L.'5L. Shares Fidelit:.v Funds 7.972.24 13,397.24 13,397 24 . ', Total 13,397 2l ' l form~v:.':fhb~~ ::l:h~sw<>l"ll ~~o ~~: ~;~·~·;;:~:;~the ab······~·':==~t~m.;i ~! /·-=· , 7 .... A~pra1ser ;z;.~.:.: · .. :.: .... -:~:::: .. -: ~.L . t\. WASR,f.NQ:'r.QN... ..... .................. county RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ETTA POLLOCK DOWNER Deceased. Late of MONONGAHELA Date of Death, ......... ~.~b .... Z.O., .... l9.69 ....................... . Appraisemel!t Docket Vol., ........... ..3.7 ................................ . Page, ....... ?.QJ..~~L .................. No ...... 9J..:-:6.9~4?? .......... . Filed in Register's Office, ..... .AP:r..:i)., ... 7 .......... J96..9 .. . Amount of tax due, $ .................................................................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal ft'om Appraisement, Entered and charged, .... ,• .....a.i::: ·~ ! ~ ... Will of Etti P. Downer I, Etta P. Downer, widow, of Carroll Township, WasQ.ington County, Pennsylvania, having full legal capacity in the premises, do hereby ma·ke this my Last Will and Testament, hereby revoking and making void any and all Wills by me· at any·timeheretofore made, in manner and form as follows: 1. I direct my Executor, hereinafter name~, to pay all my just debts, funeral expenses, and the expenses of the adminis- tration of my estate, as soon after my decease &s may be proper and expedient. 2. All the rest and residue of my estat~, both real and personal, and wheresoever situate or found, of which I may die seized or possessed, or to wh{ch:I may be entitled at the time of my decease, and remaining aft~r the payment of the several items set forth in the preceding paragraph hereof, I will, devise, and bequeath unto my son, Robert P. Downer, in fee simple and absolutely; providedr hbwever, that my said son, Robert P. Downer, shall survive me in life.· In the event that my said son should predecease me, then, I will, devise, and bequeath such residuum estate unto my daughter-in-law, Martha M. Dow·ner, in fee simple and absolutely. 3. I hereby appoint my son, Robert P. Downer, to be the Executor of this my· Last Will and Testament. In the event that my son, Robert P. Downer, should predecease me, then,.-~--~PP.QJil:t .. mY. . . daughter-in-law, 1\Iartha M. Downer, to be the Exec.utrix of this my Last Will and Testament. IN WITNESS WHEREOF, I, Etta P. Downer, the Testatrix, l :!d have hereunto set my hand and seal this iJ-day of April, I I in the year of our Lord one ~ou~and ninehundred and sixty-three. _,.{;} ./.--f.'·-'/-~ // ! ,. ' /' / J /I l'-/ '-... :/ /?'/~;'' ,/: "i.~.-/~/c__, .-.,.... !/i v-~ t .:::+ -·· -~ v (SEAL) The foregoing instrument was signed, sealed, published, r;-. . ~ . _..-• ,..' '.' . . ··~ ·. ',·. ' .• acknowledged and declared by Etta p. Dow·ner, the above named Testatrix, as and for her Las~ Will and Testament, in the presence o£ us, who,.at her request, and in her presence, and in the pr~sence of each other, ~ave hereunto subscribed our nam~~ as witnesses ·hereto. -~-. ·-,-~ ---~--·-,_, ..... -----. -:~ ..,..,,.... r' ·' .. ,,.. ~,·--• ......._.,. ......... ~,~-.-'<:""'""''."":.,....~•.-r"~lf"'>-.:..~-':t*'""-'"""'""'-"<"¥"7"-'"..,..._,.~.._,.~-· ... •--r ..... .JI• .• ':. _''!, ' ·":" ' . '. •···. . · .. -~. 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, ) EFFE~=VE rNUARY 1,1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) 3 }"' ) 6 3 , Y OFFICE OF THE REGISTER OF WILLS County of .. W!SHlNG.'I:O.N .............. • · · · · · · · · ·ROBERi'· ·)P · ·D~· · ··· · · · · · · · · · · · · · · · · · · of · · .CLEAR.V.IEW .TERRACE.,. ·MCN0N&AHE'M · ·PA· · · · · · · . • -···warne) <Addreslt ' • being duly ---------:SWGR*-------------------.according to law, deposes and says that he is the _______ .EXEQ•-------------------·--------.--------------. (Exec., Adm., Legatee, Etc.) of the estate of _________ .ETTA __ EOLLQCK_..DQ'WNER ___________ whose last residence was -~----MONONGAHELA-----------------------------------<:N'OT (Street) ---------------------------------------------------·deceased, and that the whole of the estate of said decedent, who died -..MARCH--?0:7--l-9.6.9-(Citv, Borough or Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN<i: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 100 <:1.lo.nonoo 1\1111-l'I'HI<:h'l\1 1\TA'l'TTRAT. r:.A~ tm ctc:J "J&: 5.425.00 ...,._, ·-.,., 454 Shares FIDELITY FUNDS @ $17.56 7,972.24 (? - TOTAL $ 13,397.24 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. ~ I .I ' I' ·-~----------~--·-·------·-. ----------------------------------------.... Jointly Held Property Estimated Valpe .. ·' \ /' - ' . NONE . . I ' .. -I J 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 "ll WJI.X &OIUWI'I.III.W.JI.llll NONE - BENEFICIARIES 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 . ROBERT P. DO\\lNER SON ' - RESJ_DENT "DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE· 'List first five items in the spaces so provided observe notations thereon and instructions ' ' DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ., ' ' I!{EGISTER ONLY I. M. FRYE Funeral expenses paid .. " $ 1 .1 QR 00 $ ' Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * ---· Counsel fees * Fiduciary commi.ssion * I OTHER DEBTS AND CLAIMS (*) See Note below Cra.JJ;ts Flowers ·f 31 80 ~ • < Total 1~229 10 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. Subscribed and sworn to before me this ..................... . ~lt.&drE.t!~ .... (Executor-Administrator) ........................ dayof .................. , .... ,19 ... . (Street Number) ••••••• 0 •• 0 •• 0 •• ~ •• 0 0 •• 0 •• 0 ••••••.••••• 0 • 0 0 ......... 0 ••• 0 0 •••• 0 ••••••••••••••••••• 0 •••••••• 0 ••••• 0 ••••• 0 ••••••••• (City or Town and State) is made in conformity with law on this In the event that any futu1·e interest in this estate is transferred in possession or enjoyment to collate! irs 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 a11y such future interest. I, the undersigned duly elected Register of Wills in and report that I have allowed debts and deductions in the a "nts claimed by deponent . . . County, Pennsylvania, do respectfully cept as to those items where a greater or lesser amount er amount rep-resents the sum ,.all~s a deduct.im1. :s set forth in the last column to the right in said schedule above, which greater o Dat.d' .. ~~-:{../.?.c?J?.. ........ . ...... fM!.~~-!:~-:< ..... ~~~':'!:?:~. Register of Wills ..., \ ----· I· t· I. l' J / • V' Fonn No. RCC-62 (12-66) {R 3-t / -tj). J.J Will Administration: }No. · · ........ Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ........................................ Deceased Late of ............................... . County of ............................... . Commonwealth of Pennsylvania .• 'j' --~ . .. .c: • ~,., \ REPOR~PPR~S ..,--~ ~ .,.,. """ Ab-. -"'f'~-r"-·'" : ---... ,. >t= :=-. ... .. ;.:· .. ;e. """' -tn ""'\':~ r-··~ . " .. .,~<;:-= FA , . ----~£',_<i!"...::·"'· ~ ~ fJ'3 -. -c .... i. --.. <47 M ~ rf1 . ~-). ~~Fe t_.y 4 ·I e . ~ v =i!O-,.. -~ 0 ""! ~ ""0 '!!! 6 ~· l>': ::: .-----". ::t! ~ r = ;:;:; "tJ r= ~ . ·~ ·(/) © 4:-go· ., '' -11 I •-/ R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNl'Y COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ROBFltT P. DOWNER (Executor ~t~ffi)· IN YOUR REPLY PLEA8E REP'I:R TO .37-20)-8 In Re: Est ate of ______ E.:....;T_TA_· _Po_· L_LO_C_K_· _OO_W_N_ER_· _· __ _ _____ W_A_SH_I_N_G_T_ON _____ County _File No. 6'3·69-422 . You are hereby notified that theEtt F 1~r~~al _ appraisement in the estate of a .0 uC ONiel has been filedA~~ilh' office of 5~e Register of Wills qf\vaslnngton County on p , 19 ___ • Said appraisement reflects the following valuations: Real Estate __ ~------~~~~~------Personal Property _____ l_J_,_3_9_•?_~_2_4 ______ _ Transfers ____________ 4H~~~~------Total ____________ 1_~.:....,3_~_.7_._24 ______ _ 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 (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ A_pr_i_l_7_,_1_9_6_9 _____ ~ DATE OF DEATH: March 201 1969 Note: This is not a bill. ---------------------------------------------------------------------------------, 1'\' C C·S9 (G•67) ·:·"OMMO~,WEAL. TH OF PENNSYL.VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT DOWNER, ETTA POLLOCK FILl# 63-69-422 March 20, 1969 SUMMARY 1 FILE # 63-69-422 TtEPOHT OF INHERITAI"i''CF. TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and ~or the County o~ # 63 Washington , Pennsylvania, do respect~ully 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 ri.ght in Schedules "A", "B", "C" and "E". Dated: Oj.-07-69 -------~---=--':----=----------03-20-69 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, do rPspectfu:tly report that I have allowed deductions in the amounts claimed by deponent, except 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-CJl-69 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 Valuation o~ life estates or annuities ESTATE TAX ASSESSMENTS fOFt USE OF REGISTER ONLY a~~~'"4U) REGISTER OF WILLS VALUE AS REPOP~ED VALUE AS APPRAISED VALUE AS REAPPRAISED $ $ $ __________ _ 13~397.24 13,39~.24 13,397.24 112.29 •. 80 ===:=::!::~=""·- 12,167 .44 $ ___ _ 13,397.24 1,229.80 =""~====·- 12,167.44 COMPUTATION OF TAX ======•= Tax on $ ________________ , ___ ~% ~------------ Tax on$ ~'fo 4' Tax on!!; 12,167.44:~~ 'iffo:QS~~~-=~:= Tax on $ ________ , __ 1Fi% $ ___ _ E xemptions=======•= (':') Total Estate _________ __ TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death JALANCE OF INHERITANCE TAX DUE Add :interest at rate of H% from to AMOUN!J; QF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate o~ 6% ~rom to FOFt USE OF REGISTER ONLY $ ____ _ $ =====:::o~-$ ------ $====== -:= $ _____ _ $ ~----- TOTAL TAX BALANCE PAID ADJUSTMENTS (':') As evidenced by Chari.table Exemption Certificates issued by the Secretary of Revenue. % ______ , $ _____ _ $ ______ _ $----~--$ ______ _ $ 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 ETTA POLLOCK DOWNER Deceased Late of .. MONONGAHELA County of WASHINGTON ······· ....... ··············· Commonwealth of Pennsylvania {:;-: . ~-. REPORT AND APPRAISAL .. ·' . ,. i .... ~