HomeMy WebLinkAboutOC1969-0591 - ESTATE OF HANSp _5-.;-.1.._-_~___JJ
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.OFFICE OF THE REGISTER OF ~ILL,S
WashinO'ton ('c ( .County of 9 .•••••..•.....•
.;J:9P,q.tI~!f~of ~~~.~IJl9l:.t'.~~l?h~Ifg;~9P...G9.~1}tY.J..:r.B:,.G ••••;•
(Name).(Address)
being duly ,~,§W-Qr-~--.-------.according to law,deposes and says tbat he is the _.••_c..._§9_~:::,..~,__c L ·,..(Exec.,Adm.,Legatee,Etc.)
of the estate of.....MaI'.Y-.Jians..--------whose last residence was _J~2~..g.~.7.l...¥.:!__~~_~§...l __.W.~~_l}~~g~.on(No.)(Stteet)
.9..Q.~~~_;y.L_r_t?:~...._....deceased,and that the whole of the estate of said decedent,who died_Ap_~J.:..:L.1.9..t.__J9_69
(CitY.Botough or Township)(Date)
consisted of:
Form 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 DUPUCATE WITH COPY OF WIn ATTACHED)..U.·(l\\~(()\.o(~
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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
NON E
.'
Personal Property
ONE
I'(
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 dat~of death and the type of account,account number and the exact name or names in
which the account is registered.
Jointly Held Property Savin s ccount in the
Estimated
Value
eo",·.0....'"
~ccount No~22682 in the name of JohnrHans and Mar Hans the
amount of 1 429.J.9 --(1 2 is
_deceased or Box 217:
(
Transfers within TWO YEARS Prior to Death
NON E
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 TH;S 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,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
John Hans son yes
217 P.O.Box
Elrama~i :;:-'""•
-
-
-REt'WENT 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
KEGISTER ONLY
Funeral e Funeral expenses paid L "$I.510.0)$Harrv E.Drum Hom
John Hans,son of Mary Ha 1S
the dec.lived together i 1
/fJ ,~,.••_...::I~~.t-1-~Family exemption (will not be allowed unless n...-v~~""""''"''u,'-'J ...........'-'...vu.'-'decedent died residing with a spouse or children.).J..~vvv.vfJ ,~same roof;etc.
Administration Expenses *
Counsel fees *
Fiduciary commission *-
I
OTHER DEBTS AND CLAIMS
(*)See Note below
"
,
I
.
/570 ao
Total Id!b ,...,,,,..h•,
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater
or less than the estimated amount claimed and allowed.
"-.~~'Subscribed and'sworn to before me this ._..t'
'K~?day Of~or"1,P.9..
..~~~.
I I PAU1'}1I.NHSON.tJOT YHJBlICi/'NOHOHGAHEU,WASHINGTO'M COUNTY
\If\'.COI;f;ftSSf8U EXPlFifS MARCIl 21.19)I
.;eq:;..?J.,7 .
(Street Number)
.El:t;>a.maJ ..Pennsylvania .
(City or Town and State)
~~!M~~~-d::di~gd::::~'~k7;fY tha'th:a~::~:P:~:~~~~:;i';0 oonfmmity with law on thi,..~L··~··~~Z·~~..e-c.#.~r ....ppralser
In the event that any future interest in this estate is transferred in possession 01'enjoyment to collate heirs of the decedent after the
expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF THE EGISTER OF WIL
I,the undersigned duly elected Register of Wills in and for ..~¢~.:z-;?~.....~.....County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amo nts claimed by depon nt except as to those items where a greater or lesser amount
is set forth in the last column to the right in said schedule above,which greater.0 sseI'amou74t'resents the sum all,owed as a,deduction.
~~.~'7 '>'
Dated:··(······7··~;>··d~z...........··············~·:···R~gi$~m~~:~'·~·········
Form No,RCC-62 (12-66)
WillAdministration INo..., ,..,..,Year '.,',, ,
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IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
,, ,.r\'1J~$X ,!1Al:JS.,..,..,,.,,De~~~~~d ..,,
Late of ELMMA.....................................................
County of , .,~~~,~+Nqr-r9.N.............................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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__~E!!RAMAJ PENNSYLVANIA 15038
OFFICIAL NOTICE -9F I~H;;RITANCE TAX
APPRAISEMENT ~ND'~SESSMENT OF
ASSETS NOT SUBJi:,Ci'TO ADMINISTRATION
RCC-134 (8-65)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BU,REAU OF COUNTY COLLECTIONS~1"'~ERITANCETAX DIVISION
TO:__J_O_HN_HA_N_S _
BOX 217
Date:MAY 8,1969
County WASHINGTON
County File No.:3 7-)/1-f
Bureau File No.t 3 -t.f-$fI
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We have received notice that,~XXJCCCXXXXXXXXXXXxxxxxxxxXJXxxxxxrx
on April 19 19-&9,you came into ownership of certain property throug_
transfer from MARY HANS,Deceased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The property on which tax is hereby ass.essed consists of:Jt.Sav.Acct.#22682 held in the
WSTERN PENNSYLVANIA NATIONAL BANK,MONONGAHELA OFFICE ,MONONGAHELA,PA., .
in the names of MARY HANS or JOHN HANS.Opened 3-31-54.Balance as of
date of death,$1,429.49
$__..!o71.e..::4Ll.~7~5__
appraised by the Commonwealth,as of the date of death,at $1,429.49
50 %of this amount is taxable at the rate of 6 %
,~ORIGINAL ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMENDED ASSESSMENT
$--------
AMOUNT OF TAX DUE 42.88
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before July 19 19~9 ..you may deduct a
discount of 5%of the amount of tax due,or - ----~.14_--
o This tax became delinquent one year after the date
of death of the decedent and,in addition to the
tax,statutory interest at the rate of 6%of the tax
per annum is also due as of *_
19 in the amount of
TOTAL AMOUNT DUE $
...*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum unti I
paid
42.88
$================--~AA4~
(Agent for th,:Commonwealth)
ASSESSED BY:APPRAISED BY:--C2~~~~~~":::F-~-
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To insure proper credit to your account
this Official Notice must accompany
your payment.Mail or bring it to:
/i),f All •1\~.1\IV\'Vl.~
..........IJ ii..J:teMMONWEALr~:
toUR!HOUSE j
WASNIN'Ql'ON.PENNA.1530~
have already paid this tax to an executor,administrator,attorney or other personal representative of the
ent for forward ing to the Commonwealth,Iist below the date pa id,name and address of the person to whom
ade payment,their official title and the amCl'UJlt..i"
'/~~..~.
aid Name and Address of Payee Official Title Amount Paid -'
,
certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses
er just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
u may qualify as deductions against the gross vallJe of the property in the computation of tax due,If any
expen~itures meet all of the three following tests,it is recommended that you itemize the payments below,
te .the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow. .,
which he determines to be proper.The tax will then be re'computed and you will receive an amended
sment of tax.
THREE TESTS WHICH MUST BE MET ARE THAT:.----..-.,
u were personally legally responsible for these debts,and /
u actually paid these debts out of the account or property described above and can furnish proof
such payment,if required,and
hese same debts are not also claimed,for tax purposes,by an executor,administrator or other
rson,al representative of the decedent handling the administration of the general estate of the
cedent or any other transferee,
SCHEDULE OF DEBTS
Paid Name of Payee Description of Obligation Amount Paid
.'.--".,
TOTAL $
(attach separate sheet if requ ired)
MONWEALTH OF PENNSYLVANIA)
SS:
NTY O~)
hereby certify that the foregoing is a just and true statement of
ral expenses and other debts of the decedent,,for which I
legally responsible and which I did payout of the property herein taxed.I further certify,that to the
t of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
purposes.
RN AND SUBSCRIBED BEFORE ME THIS DAY OF
19_
Signature of Taxpayer
REPORT OF REGISTER OF WILLS
e undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
e allowed deductions listed above in the total amount of $0
e of Approval:
Register of Wills
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DEPARTMENT OF REVENUE
BUP.~AU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
\,.)of ........:
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~~I.~.~..?~.~.~.~.
COUNTY ..WA§J~.!..Ng.~.QN .
FILE NO ~.~.:.~..~.:.~.?~..
MARY HANS ELRAMAWhereas,late of .
in the County of !~.~.~~~.~~2~Commonwealth of Pennsylvania,having died on19thApril69.the day of 19 ,seIzed and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,................W.p.......R.,...QJA~.l ......................................................................,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
Descrlplion of Assel Values Made for lnherllance
Tax Purposes
$
JT.HELD PERS:
Jt.Save Acct.#22682 held in the WESTERN PE~~SYLVA}i ~A
NATIONAL BANK,MONONGAHELA OFFICE,MONONGAHELA,PA.,.n the
names of MARY HANS or JOHN HAN~.upenea.~-".L-~~.
Balance as of date of death,$1,429.49 One-half ta,able 714 7~
..,
~...
.
Having been duly sworn according to law,I do hereby certi~that the above appraisement is made in 'if~-
formity with law on this ............17..t..1.1:..................................day of ..................................~y.....................................................................................................19...............
.............................................................................,...................................................................................
Appraiser
..........................................................................................................................................................
WASIUNfif6Ntreet)Penna........................................................................................................................................,
IPlln ORlee)
......................WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.......................MARI HANS..
Deceased.
Late of
ELRAMA..-_-.
Date of Death,.·····.....·April.··l-9,·····l-96·9.··.····.
Appraise//zel!t Docket V 01.,3.7 .
Page,..~J.~~.~No J>..~.~.§.~~.~.~!.
Filed in Register's Office,M.a.y .l.Z 19 69
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal ft-om Appraisement,.
Entered and charged,.
&
1L
RCC-81 (2-64)
i COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION'
NOTICE OF FILING OF APPRAISEMENT
JOHN HANS Inforr.:ant
IN YOUR REPLY PLEA.E
REFER TO 37-219-9
Ii ;~.ln:HANSInRe:Estate of .:;·ll::..;:;,:.::....-=...-=-----------
_______.:;W.:..:A~~J.:.;;Ii.::I.:.;;NG.:.TO~J..:.i;:,..,J County -File No._6_3_-_6_9_-_'_91
You are hereby notified that the __~-.:.;;o~r~·i~g~;in==a=l~-------
appraisement in the estate of ~}~iar=~y~l~lan=·.~s~~-~~~----
has been filed in the office of the Register of Wills qf Nashlngton
County on 1,tA~r 21 ,19-...6<,1 Said appraisement reflects'the
following valuations:
Real Estate _
Jt.Held Personal Property ....17..:!1::::l1*~._t!.5~9 _
Transfers --="',....,...-=,.,..-_
Total -...!.7~1::::i/+!:..:.:...:5:...:9:....----
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.1~a:wiiL...r~2:.:!.1:J.L-...::!l!::.o9~6~9,--_
Apri.l 1S'~1969
Note:This is not a bill.
RCC·39 (5-88)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of HANS
(Last Name)
~1ARY
(First Name)
DATE OF DEATH 4-19-69
(Initial)
FILE NO.63-69-591
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:_----'°=-"5:--721==---'6>-:;90----_
04-19-69
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",a deductioo.f!i2
Dated:05-21-69 ~~-;J;;,/t~<j/~t/lJ'
REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--
7I4 'j'j
714 .59
1.510 00
e Insolventat
714 59
714 59
1.1510 00
Est
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 $-1__
Tax on $-1_--(60h
Tax on $---------1--5%Tax on $-1__10%
Tax on $--+__15%
~e~tioos *
Total Estate --l-__
TOTAL TAX
COMPUTATION OF TAX
$--------+--
$--------+--
$-------....-+--
$--------+--
$---------+--
$-----_-.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 :::::::::::::t====
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from .
AMOUNT OF E~TATE TAX ASSESSED $----------1L-$-----.
Estate tax paid $---Il-
BALANCE DUE $--__~I___
Add interest at rate of 6%from
-----Ito-----TOTAL TAX BALANCE :-------l~.
PAID $--.JC
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
~MARY HANS.......................................
Deceased
Late of .
County of
......lmW1A.....
WASHINGTON
"
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
(
Fonn:RCC-2
...-:-.
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA...~,....
RESIDENT INHERITANCE TAX
APPRAISEMENT
Mav 21'1969DATE11.1...
COUNTY !r.~.~.~.~~.9~.
FILE NO...§..?.:.§..9.:.2.~!...
Whereas,M.m ~~.~late of ~~~~.
in the County of ~~.~~.~~~.?~Commonwealth of Pennsylvania,having died on
the +..9...t.b day of Ap;r.g 19 9..9.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.....................................W.!~.!.....Q.h.~~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 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 AppraisementDescriptionofAssetValuesMadeforInherllance
Tax Purposes
$
JT.HELD:
Savings Account in the First National Bank of
Monon~hela now the Western Pennsylvania National
Jab»ak Bank,in the names of John Hans and Mary
Hans.714 59
Total 714 59
Estate Insolvent
form~V~~7.~::~h:'W<>l"ll~Z:!O~:'~a~O~~~Ll>t>~~~ppr~se~ismadel~n~
·····································7~~~.-Appraiser
AZ:;Z~~.~:··(::.•~~~~;~~t)···.·.·.::·:·..:::....:·.·.:.........:...,......;~:.~~.:
.
WASHINGTON•...••.......................-.....•.................County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MARY HANS......................
Deceased.
Late of
ELRAMA
Date of Death,~P~.i.)·J.:9J :l.:99.9 ..
Appraisenlel!t Docket Vol.37,.
Page,2l.9~9 No....63""'6.9,..,..5.91 .
Filed in Register's Office,~~.y.?~,L..19..9..9.
Amcunl of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo,ut Appraisement,
Appeal f,.om Appraisement,.
Entered and charged,.
'-
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