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HomeMy WebLinkAboutOC1969-0446 - ESTATE OF BURNS1"01111 Xo.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961, EFFECTIVE JANUARY 1,1962.(FILE IN DUPLICATE WITH COPY OF WILL ATTAC~ED)t.3,-~t -7'1/t, .3 7 -tX(jJ~C,c:~•'-.~9fFI::n:fT~w:::~::R.~~.~I~~'7J(ff ........LfQ:a;rsr .f ap.Th~.lij'',of 1.Q~P..V!3)::I119.rrt;:.i\'lE?J ..~;i..t;t?;Q\;lr91},.:P.a 1.:5,2 34 (Name)(Address)I being duly ~~<?E_~...,"__.according to law,deposes and says that he is the i.nf.o_rman_t _Irene Burns,also known (Exec.,Adm.,Legatee,Ecc.) of the estate of3H?M_~~y ;J.;f'_~·U1EELJ?.~;r;J!§whose last residence was __J_§__~Q_9..~§_t __.sj;;J;'_E?.§_t.l ~1J._$_§_L _ (No.)(Screec) C§_9..iJ 1'g~n§.hJ.P--L ~_~~.deceased,and that the whole of the estate of said decedent,who died _l?-~£~m~§l-~--J-§.L-_1968 (CitY,Borough or Township)(Dace)-. consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES A~m RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value T.nr 1h Mlise P 1 rln Cecil Townshin Title is in ;oint names of r1pl"'pr1pnr rind .Tnhn F Bov1en her nenhew of 1050 Vermont Avenue Pittsburgh.Pennsv1vania 15234 with riaht of survivorshin bv rI"''''r1 ("'Ii:...:I ...:I~~-I-r1::lh:>r1 ~.?Q lQe:.l:\:::Inri yo,-"",rI ;n i-h",. Recorder's Office of Washinaton Countv Pennsv1vania in Deed Book 1294,page 428.CYp7-'!9J Assessment:2 stv.'Hse 660 ~fZr,eC!£,/I£.~~ /Lot 36 35 .JLr?~~.0 ...~..QU"---'1O'rJ. I S e:.Ql:\ (j ~V'JIe.~"~,/foo 4 ~a 1ue k:interest 1200.00,~~t:,~-nr, Personal Property NONF. " -- -, .;. ~ 1 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 acc'ount,aecount number and the exact name or names in which the account is registered. Jointly Held Property Estimated Value .-.J~'III -~-See "Real Estate"supra ,,vcr-'0'rr,1200 00 . - 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:-NONE 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 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,contingentor otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT John F Bovl.p.n ~""~"',...••T UAl=:'Rnt-;...."". 1050 V (Survivina it. pitt-l=:hllrah Prl 11)214 ,r,eni:lnt) - - ,'. RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE,'1.ist first five items in the spaces so provided,observe notations thereon,and in~tructions..r • r Funeral expenses paidSollonFuneralHome ....--'D=E::::.B-=.T_O::::.;R:::.......:C::..::L==A::..:.·i:.::M=-_·---r ....:::N.:..:A::..:.T=-U=-R=E_O::..cF=-...c::S:.:.A=..:M::..:.E--=----._-=A::..:.M:::..:..::.O....:::U_N_T..,---toTHIS COLUMN iKEGISTER ONLY $1757 15 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Chris Vlachos Attv. Administration Expenses * Counsel fees *60 00 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Charge acct.balance U ..II Expenses last illness fl II U 1968 School Taxes (~) 1968 Cecil Twp.Tax (~) 1968 Special Tax (~) Canonsburg Hospital Dr.Saxman Dr.,Hadlock Dr.Tibbens Sears,Roebuck &Co. Joseph Horne Co. Gimbel's Dept.Store Kresge Company John O'Hare,Jr. John 0 'Hare,Jr.· John O'Hare;Jr. .. " "II .. II " U U 55 45 23 00 49 00 10 00 328 02 4 00 22 83 32 71 17 50 6 60 17 50 Total 2383 76 ".lO.5Q.V~.J;mo.nt..AV~nl;l~. (Street Number) ..P.ittsburgb..,..Ea •..152.3:4 " . (City or Town and State) .;.~/fq~£..~~...~..(Executor-Administra '1') I Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this 1.~. IIu f'.nmmissio9 gJlires Seotember 19 1970..~~:"'"~~~~).v.~~'~'di.~gd::~:~'Id~h~t 'h~~~~~:PP::'~~:~~'z;,In "nf"ml'y wl'h law ~onthis ...../?i/£~~~c..~f:!~~.,Apprll',.• In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateI'eirs of the decedent after the expiration of any estate for life 01'for yens,the Commonwealth hel'eby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. .)~·.•A••·•.'.ayOf···~M MRS.FR CES M.G~~Y;Notary Pubhs GarHHlsburg,Wri'shiogtoo Co j Pa REPORT OF THE REGISTER 0 WILLS I,the undersigned duly elected Register of Wills in and ~.. . . . .County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent,exc as to those items where a greater or lesser amount is set forth in th st column to the right in said schedule above,which greater or lesser amount represents the sum allowed as a deduction. Dated:.................~!:.../7.~/........ Register of Wills FOl1n :'\0.RCC-62 (12-66) ,WillAdministration INo,, . , , . , , ,'.Year,,',, . IN THE "MATTER OF THE APPRAISEMENT OF THE ESTATE OF IRENE BURNS also known as ,..,.., ,MARY .IRENE..BURNS,. , ,...,.. Deceased Late of Jy.i~~E?.., .9~,c::q·.,+'~~~l?p.,:i;P.,.., , County of .,~?,~hington....................... (.. \ !I. :1 1 I 1, J • -....., -0::x '-'"W ".~¥ Commonwealth of Pennsylvania -n~l=e =".c.:::>_>:M'"_~ REPOR1 ~~AP.ISAL_(ft (ft ........ :e·......f'f1 Jf' (l'J rf'l r-t.O ....... -t ::0 r-"'" °0z-r'i'\!C$:gE~.---•r-%"'''''0"-(n... CHRIS VLACHOS Attorney At Law Law and Finance B~dg, 15 N.Central Ave, Canonsburg,PC3.15317 RCC-BI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENiJE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA8E RIl:P'ER TO 37-207-6 / JOHN F.BOYLEN Informant In Re:Est ate of .=:m:;:.;EN=E=....;.::B:.:;U.::.:RN=S::.......:a::Ll-=k:Ll-=a~------ ______W;.;.;A;::.S~HI~N;.;.;G;;.;;T;.;;O.::.:N County -File No.63-69-446 De ar Mr.Boyihen: You are hereby notified that the ori~inal appraisement in the estate of .Irene Burns a!a has been filed in the office of the Register of Wills qf Washington County on April 18 ,19-29.Said appraisement reflects the following valuations: Real Estate .....11ol~J:l2~0~0~•..:=::OO~-- Personal Property _ Transfers -=--==-=--==--_ Total --....:1=-,t,;;2:;.;O:;.;0:..:•...::::OO~-- 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 A......pr=..;;.il"---1;::.8;:...l!,:...-:..1~96,;;...;9~--_ DATE OF DEATH:December 16,1968 ESTATE INSOLVENT Note:This is not a bill. Rcc-ao (&-eS) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Burns, (Last Name) Irene (First Name) a/k/a (Initial) DATE OF DEATH 12-16-68 FILE NO.63-69-446 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 las t column to the right in Schedules "A","B","C",and "E". Dated:-"O=4'----=1:::..8---=6~9c.__ 12-16-68 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 or lesser amount represents the sum allowed as a deduction. Dated:__.....O....~.::-_1....8-;;;;;.w.69.L-_ VALUE AS REAPPRAISED $-------+--1.200 00 1,200 00 2,383 76 Insolvente 1.200 00 1,200 00 2,383.76 Estat VALUE AS REPORTED VALUE AS APPRAISED $$ 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 of life estates or FOR USE OF REGISTER ONLY Tax on $4-__2% Tax on $---------4--6% Tax on $---------4--5% Tax on $----------t--10% Tax on $---------4-...Jo"150 Exemptions=========1F==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 BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from to ------Ie $__---lAMOUNTOFESTATETAXASSESSED$. Estate tax paid $I BALANCE DUE $L- Add interest at rate of 6%from to $-----It=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 t...No.Administration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..I~.au:RNs..!AIl<,/~.w~.Ft~..:r£@J~BURNS Deceased Late of ..~$.~. County of .WASHINGrON Commonwealth of Pennsylvania REPORT AND APPRAISAL •'DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX.,..... APPRAISEMENT DATE A~.~+.~~:~!~§.~. COUNTY ~~.~.~.~~:':l:. FILE NO 6.3..~.9=.44.6... Whereas,~r..~.IJ.~l?Mrn~~/~I.~late of M~~. in the County of w.~.!?b..~.J~.gt..QIJ Commonwealth of Pennsylvania,having died on the +..9.1?h day of P..e.c..em.'b.e.r.19..6.~L.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~~.~~9.~!:,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 Apprallement Delcrlptlon of Allet Values Made for Inheritance Tax Purpolel $ REALTY: L6t 36 Muse Plan,Cecil Twp.Title is in joint names of djcedent and John F.Boylen,her nephew,or 1050 Vermont Ave.,Pittsuburgh,Pa.with right of survil'Orship bv deed of decedent.Recorded in the Recor6'r's Office of Washington County,Pa.in Deed Book 1294,page 428.1,200 00 Total 1,200 00 Estate Insolvent Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this day of 19..... Appraiser (Number and Street) .................................,Penna. (Post Olllee) ..·.·H "HWA$Hl.J.J:G'rQN H H..H..HHHHH County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of 'H~,N:!i!H.~:VE.N$...~/k/aH"HH"'H'H""'HHHH""'"Deceased. Late of .......M1l.$$.....·HH..H HH H.. Date of Death December 16 1968,H..H HHHH HH ,H H . Appraisemel!t Docket Vol.,.'37-. Page,H 4.Q7~.Q..H..H H No...9.:3..~9':'::44.Q . Filed in Register's Office,HH..Apr..i.l..1.,$..,19 6.9 Amount of tax due,$H .. DEPARTMENT OF REVENUE Received, Examined and Approved,..H H H H . Wrote abo.ut Appra.isement, Appeal j1'om Appraisement,H H H . Entered and charged,HHHHHHHH HHHHH.H .. • • \