HomeMy WebLinkAboutOC1969-0482 - ESTATE OF DARBY",.
R CC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E
REP'ER TO37-213-1
NOTICE OF FILING OF APPRAISEMENT
j
WILLIAM T.DARBY Informant
In Re:Estate of -=L:,.::°.=I:::.S-=E:.;.•....::.DARB==.Y=--------
____--.:.W;:.:A:::.SH:.:.IN=G:.:T:..,:O.:.;N-----County - F He No.63-69-482
Dear Mr.Darby:
You are hereby notified that the original
appraisement in the estate of ~illiMm Lois E.Darby
has been filed in the office of the Register of Wills qf Washington
County on April 25,,19QSL.Said appraisement reflects the
following valuations:
Real Estate _--'-_
Personal Property ~7~3~7~.~l~O__'___
Transfers -==-=-=-=--_
Total ---J71.oo3:..L7...!.•.=.lO.:::.-__
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_i_l_2.:..5:,..'_1.....:.9~p~9 _
DATE OF DEATH:August 17,1968
Note:This is not a bill.
Signe~~G-~
Title W.R.CHANEY,CHIE APPRAISER
ESTATE INSOLVENT
.~.
RCC-39 (ll-e81
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of DARBY,
(Last Name)
LOIS
(First Name)••(Initial)
SUMMARY
DATE OF DEATH 8-17=68 FILE NO.63-69-482
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 last column to the right in Schedules "A","B", "C",and "E".
Dated:-~g!'i=~:~t~1:=¥:g~iE-------
REPORT OF THE REGISTER OF WILLS
REGISTER OF WILLS
Dated:O;:.;..4'--_2~5-_6_=_'9:..___
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.
VALUE AS REAPPRAISED
$-------+--
737 10
1 000 00
te Insolvent
$
7'37 10
737 10
1.000 00
Esta:
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 $----------11---2%Tax on $-+__6%
Tax on $---------+--5%Tax on $-+__~
Taxon $~
~e~tioos *
Total Estate --+.__
TOTAL TAX
COMPUTATION OF TAX
$--------+---
$--------+---
$--------1--
$-------+--
$-------+--
$-----_---1._-
(*)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 $--..J
AMOUNT OF ESTATE TAX ASSESSED $---IL-
Estate tax paid $L-
BALANCE DUE $.-JI_
Add interest at rate of 6%from E
------It'o-----$---------l
TOTAL TAX BALANCE $-----~
PAID $-J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration (No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
..;r.p:l$...:E:•.P..AIt13I ...
Deceased
Late of .
County of
CfIARLEROI
WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,~,;0
,~:~~-
Fonn'RCC-2..,COMMONWEALTH OF PENNSYLVANIA DATE ...............Ap.~.~.~....~.?~......~.???........M ...............
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX Washin!rtonCOUNTYBUREAUOFCOUNTYCOLLECTIONS......................................:.........;;:1...........................................
HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO.....................9.J.~.Q.9::.4..??....................................
Whereas,........................................~g.~~....~.~...P~?y ...............................................................late of ..................................9..h~.:r..+.~!'?~............................................
in the County of ........................................~~~.l,1.~~.~~........................................................Commonwealth of Pennsylvania,having died on
the ..................................;J,7...t·.b...........................................day of .........................A~:u.~t.................................19..~?...,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...............................W.•R.......Chaney...............................................................,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 ApprallementDelerlptlonofAlletValuelMadeforInheritance
Tax Purpolel
$
PERSONALTY:
Checking Account,First National Bank,Charleroi 737 10
Total 737 10
Estate Insolvent
!
Having been duly sworn according to law,I do hereby certify at the above appraisement is made in con-
W.~I:IJNG.'I.'.QN.................County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
LOIS E.DARJBY.....-.
Deceased.
Late of
CHARLEROI..................................................................-.
Date of Death,.A:ugU~.t 17."1.96.e..
Appraisemel!t Docket Vol.,.3..7 .
Page,?:L..J.::::L.No 9}:'.~.9:'4?:?..
·Piled in Register's Office,.....Apr.il...25.~....19....69
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal f"om Appraisement,.
Entered and charged,.
;
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN RE:THE ESTATE OF LOIS E.DARBY,
SINGLE,DECEASED.
PETITION FOR DISTRIBUTION OF ~~
ESTATE NOT EXCEEDING $2500.00
TO THE HONORABLE,THE JUDGES OF THE SAID COURT:
The petition of William T.Darby respectfully represents:
1.That he is the nephew of the decedent,Lois E.Darby,
who died on August 17th.,1968,a resident of the Borough of
Charleroi,washington County,pennsylvania with her principal
residence address at No.406 Fallowfield Avenue,Charleroi,
pennsylvania.
2.That the said Lois E.Darby was a single person and died
leaving no children,her father and mother having predeceased her,
and having as her Heirs at Law her nephews,WILLIAM T.DARBY,
HAROLD R.DARBY,CHARLES H.DARBY and ROBERT G.DARBY all of whom
are over 21 years of age.
3.That no person is entitled to the Family Exemption.
4.That the Estate of the said Lois E.Darby consists
entirely of personal p~operty and does not exceed the sum of
$2500.00 having a total value of $737.10 being an account in the
First NaUonal Bank,Charleroi,Charleroi,pennsylvania.
(A)Account,First National Bank,Charleroi $737.10
5.The decedent had no salary,wages or accured pension
,-.•
benefits due her at the time of her death.
6.That no administration has been raised upon the Estate
of the said Lois E.Darby and none is contemplated.
7.That the decedent was not indebted to anyone at the time
of her death and that your petitioner has paid the following
expenses of her last illness and burial as follows:
1.To Harold L.Schrock,Funeral Director
$1,000.00
There are no other creditors or parties interested in the decedent s
estate of whom the petitioner has knowledge.
8.That your Petitioner has filed with the Register of Wills
for washington County,pennsylvania,a true and correct report
and appraisal of the assets of which the decedent die possessed
together with a Statement of oebts and Deductions.
WHEREFORE,your Petitioner prays your Honorable Court to
direct distribution'to him in accordance with the provisions of
Section 202 of the Fiduciaries Act of 1949 as amended.
AND HE WILL EVER PRAY,etc.
/;/..-#/-------;7)(~¥L~~:.I_
>william T.Darby,..p-eti-tionc:-=--~ri~---
COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY OF WASHINGTON )
Personally appeared before me,the undersigned authority,
WILLIAM T.DARBY,who,being duly sworn according to law,deposes
and says that the facts contained in the foregoing PETITION are
true and correct to the best of his knowledge and belief.
WITNESS his hand and seal this ~day of April,1969.
SWORN AND SUBSCRBIED
before me this !'-/
day of April,1969.
TARY PUBLIC
.JOSEPH SITH,NOTARY PUSLIC
.\,;,CH/tRlEROI BOROUGH,WASHHl(il0N comm
::,.~y COMt~lSSI0H .EXP)RfS JANUARY ?_1m
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN RE:THE ESTATE OF LOIS E.DARBY,
SINGLE,DECEASED.
DECREE
CCt
AND NOW THIS ~~y of April,1969 upon consideration of
the Annex petition and pursuant to the provisions of Section 202
of the Fiduciaries Act of 1949 As Amended,the following assets
of the Estate of Lois E.Darby,Deceased,to wit:An Account with
First National Bank,Charleroi in the amount of $737.10 is hereby
awarded and directed to be distributed as follows:In total to
William T.Darby in reimbursement of funds advanced by him to
pay debts owed by the Decedent's Estate.
payment and distribution are so decreed and the said
William T.oarby is authorized to make all transfers,withdrawals
and/or assignments necessary to effect such distribution to
himself individually.
BY THE COURT:
Form No,RCC-62 (2-64)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961,j
EFFECTIVE JANUARY 1,1962.
·OFFICE OF THE REGISTER OF WILLS
#-7-C?
31-21:3-/
County of , .W~~~~~~};9J.~...~.:'...'~'...~,
.,~~~~~~,~~.~,I?~~Y ,'..,,of ,~?~.,~~~<;!~~,~.~:~~~.~~!::<?:~':Z:~~'X:?~'",~:3::..
(Name)(Address)
being duly s:"??!=P:., , ,according to law,deposes and says that he is the ..,.I:-~.9.~~~~.
.(Exec.,Adm.,Legatee,Etc.)
ofthe estate of ..,.J.,9,i.~.E.•..D.q+"Py',Late of ..~?F.'?':l~,~.~.~,~~;-.l.~;-~A .., ,..
(City,Borough or Township)
deceased,and that the whole of theestate of said decedent,who died , ,AllgU.S t,.J.7th,,..196.8 .
(Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN<l: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
Checking Account,First National Bank,Charleroi $737.101/
0::~./.....v
Jointly Held Property Estimated
Value
~
/,..-
,
NONE
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
!~U!~b.
BENEFICIARIES
RELATIONSHIP SURVIVED AGE OF LIFE
BENEFICIARIES AND ADDRESSES (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
William T.Darbv 1\1..,-Ivoc>Sui Juris 1/)1 ;.
Ch~.rlAs H U;u-bv Nenhew IYAS ~11;.T,,"';!'l 1/h interest
J.1'",,..nl11 R.'~'l"bv n,,IYAS ~11;.r",..;!'l 1/h interest
Robert G.Darby Nenhew Iv<:><>~,,;.T",..;",1 /)1 ;
,
I remains for distribution.No Estate
'Ph<:>'C'.,~;'";n!'lnl v<:>n+.t1
RESIJ)ENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
NOTE'L!.it first five items in the spaces so provided,observe notations thereon,and instructions.
Funeral expenses paidHaroldL.Schrock
,DEBT OR CLAIM -•NATURE OF SAME AMOUNT THIS COLUMN.---------'----------,----.----------------.-----,-----iP~EGISTERONLY
•$1,000 00 $
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
Total $1,000.00
.Q9~..$.~Y.~J:1:~h ..$~!.
(Street Number)
Charleroi,Pennsylvania
••••••••••••••••••••••••••••••••••••0 ••••••••0 ••••
(City or Town and State)
...'-.
........................day of ..Al?~~.~,19..~?
~..~~.~.J;E~-~T;~ARY PUBLIC
CHARlEROI BI'lROUGH.WASHINGTON COUNTY
:.MY COMMISSIOO EnIRES JANUARy 1,i9Ii
H~V...,iri.·g.been duly sworn ac~ordi to law,I do hereb~cetify that the above appraisement is made in conformity with law on this.-.'-£~--?"-./G C/.....·.·;.~.:·.:V~dayof /~2./~..~//.c::.=z ~..4 .~.Ap aiser'-
In the event that any future interest in this estate is transfened in possession 01'enjoyment to collateI'heirs of the decedent after the
expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer 'inheri-
tance taxes at the lawful collateral rate on any such future interest.
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater
01'less than the estimated amount claimed and allowed.
Subscribed and sworn to before me this .I.V.~.
REPORT OF THE GI,STER OJ;.WILLS.
I,the undersigned duly elected Register of Wills in and for...?-:-!!~.County,Pennsylvania,do respectfully
report that I have allowed debts aIili deductions in the amou .s claimed by deponent,t as to those items where a greater or lesser amount
is set forth ~ast~olumn to the right in said schedule above,which greater or I s amoun~reP1sents the su~/a~~~)\2das ~deduct-Utn.
Dated:~y~..~~/y~........1.u~--;U'~/l1.~~n;.
/'"Register of Wills
.~
Form No.RCC-62 (2-64)
WillAdministration }No Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.....1;-9.1;$.g ~.P.JW!3X .
Peceased
Late of Borough or Charleroi
County of ....~~~.~~~5~~?~.~.ounty..........
Commonwealth of Pennsylvania
to
REPORT ANIf8APPRAISAL
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