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HomeMy WebLinkAboutOC1969-0675 - ESTATE OF WALCH"~:,n ~O,RCC.-62(~~.66)kt)~'RM ~'~QUIItED I'N ALL ESTATES WITH GROSS A~SETS UN~ER $10.0~0.U~DER SECTION 701 ~F ACT OF JUNE 18.1981.J' EFFECTIVE.JANlJARY 1.lEt82.(FILE'IN DUPUCATE WITH COpy OF WILL ATTACHED)031:-~~(;_'f Ot='FICE OF THE REGISTER OF WILLS4••••t '..•• C t f WASHINGTON',.'.~,,:,oun yo '. ....~.r.~0~.<;l,.V¥'~l.c:~';..of ..~9?~:Y~¢l:a::rt.4:V:E;..,.l:r~i.Jfa .:r.a;".-. (Name)(Addre88) being Julft ._•••,••~~!Y9..-~':7••••_•••.according to taw,depos~s an~says ~hat he is ~he .._._..__----_SQn.-.;...·-~_-------_--_-------...~-------..•(Exec.,Adm.,Legatee,Etc.) of :he esnce cf.__.~~~~_~~!~~_~__~.~.~~~~~_~~!.whose last residence was _~.)pJ1£!:~:~LM~!!9(X~,_.).~g9.r-~...~-----..(No..)Street . ~,~~..!.__~,L~~~~,~g~h:~~~.L_~~'eceased,and that the:~hole'of the estateof said 'd~cedent,who 'djed;_~J1m~.::12,.".i9_61~ (Ci:y,Bo.-ough or T',wnship).,(~ consis~d of: REAL PROPERTY REAL PiiOPi:RTY IN PENl1SYLVANIA,WITH STATEMENT .OF MORTGAGE ENCUMBRAN<i:ES UPOl-EACH PARCEL AT DEATH OF DECEDENT,WHE~E J'ROI'ER'IJY HELD .AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESEES Aim RELATIONSHIP OF OTHER OWNERS. Real Esta-:;e Estimated. Value- ::'-Jane . I '~('..~~)-h ,;:--~7~CI ~.:."'~~..\~ .,\ ""'-- " -- I rersrna!Property .--'._.-- None l -:,..-_.ft- '" '~'..V'.''-"'.-...-- .-..._...").-,'---- -,--. NOTE::You may expedite the pro~essing of this return by filing with it.and as a part of the 'return. letters from financia~institutions or mortgage holders.certifying to amounts on deposit or owed by the decedent as or the date of death.~uch letters must be signed by a responsible officer of the financial institutio:1 or nortgage holder and indicate clearly amounts of principal and interest in the decedent's accoum at the:date of death and the type of account.account number l:.Ild the exact name or nameS in which 1heaccmmt is registered. "Estimated ..&;, Jointly Held Property Value..,.>'"~Bank Account in.First National Bank of Charleroi.'held in'nal'ne of Anton - Walch.and Anton-Walch..Jr.,.Father'·and Son ",("3 -'051 f J/L/I-....- ·M ~).I.-"I l.J y,"-AInount -.$2:,8:4:4'.86'-."...~'.i-li T'axable '$1,422;43\'-_.-'.. Bank Account in First National Bank of Charleroi held.in narn..eof Anton -I Walch.ani:fAr:n9~d.Walch,·:·Father'and,Son ~~'J<",-.0 1~1c..........'".\- -I -Iv ~o~t .-.$2',92.5.lO.-1/2 Taxable .~~'l-~J"'~./'$:1,462.60, TOTAL $2.t 885.03 .- 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 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,contingentor otherwis.e,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Anton Walch,Jr'•Son Yes . .Arnold Walch Son'Ye-s: RO h T.PT\·h;l,.+A VP -- Irwin,Penna.15642. - , - ..;;RE3::':['ENT r:ECEDE~T ',DEBTS AND DEDUCTIONS CLAIMEl:''N~l't·List first five items in the spaces sO~lllrovided,observe notations thereon,and instIuctions.~ Funeral expenses paidLawson-Rabe Funeral ,HQnIe .----::c=.E=B.=.T_O::.:£=---.;C:.:L::.:A.:.:I:.::M=-----r ...::N.:.:A.=.T=-U=-R=E_O=-F=----=S:.::.A.:.:M-=-E=---._--=A-=-M=-=.O-=U..:..N.:.:T'r----tRTHIS co LU:'dN.ttEGISTER O~LY $1,299'25 $ Family exemption (will not be allowed unless decedent died residing with a spoiIse or chil:Iren.) G.eo ...O;Fra.zier'JI Esc Administration Expenses * Counsel fees *7'5 00 Fiduciary commission * OTHER DEBTS:AND CLAIMS (*)See Note below .M'=mor.ial Ho'sp:'tal M,::>n.~>n:.~ah.e1a,,Pa. Last.,lllnes~s 983.9'9 He-ro1d W"Gadd,M.D. Monon.5ahe1a',Pa. Last llln:ess,2.6.3 QO ~ .- : -~ , 'Iotal 2,621 2.4 Note:The ,esta'e agrees to advise the Register of Wills if the amount actually paid in setteement of any fee,.commission 01'debt is gre;;ter 0:"less than the e:;timated amount claimed and allowed. 3ubsclibed and S\V01"n't?before me this :. ...,~~tA _.:day of "4p.:r~~'.,19P:9. "I A .-:.----~-.',./~/~'N'..'.'n..•.hl·...,; ;:.'~1.0 Q,..P:J;'~I-!lC. Mycomm.is:son-ex ir'es:m~/.t;~1'11.3 ,av~d/iG u/~.~. (Executor-Administrator) 8C6 Lenha,rt Avenue (Street Number) Irwin,Penna..15642 . ••••••••••••••••••••••••••••••••••••0 ••••••••••••• (City or'Town and State) H:avill:g )een ·duly g\'n!'n according to law,I do here certify that the above apprais.~ment is made in conformity with law on :his ....- ,,.~~day of ~.~<...-<.•..................•.~...:)9.~,f /-;J~d".££a.::2:~~~.X'~~Rlser In the ev:mt that any !ruture interest in this estate is transfened in possession 01'enjoYlD!nt to lateral heirs of the decedent after the expil.atiln <If any estate :for life 01'for years,the Commonwealth hereby expressly reserves.the right to appraise and assess transfer'inh~ri­ tance taxes.at tJae lawful collateral rate on any such future interest. Regillter of Wills Dated:,Jt'~~•.•_~./-?~Z · . REPORT OF THE RE F WiL ... I,'.he unclersicned duJ:,elected Register of Wills in'and for .."....,~...,...~~~~o«;..,~.'l-.~••••County,Pennsylvania,do respectf'Jlly report tJaat]ha"le allowed debts and deductions in the amou claimed by deponen cept as to those items whet;e a greater or lesser amount is set fOlth in t •last colilmn to the right in said schedule above,which greater or ser amount r sents the sum allowed as a deduction. ~~~;...--~~ ~'l .1 "Q , .~ I.~..... F0l111 No.RCC-62 (12-66)_ WillAdminis;tration INo.0 ••0 '.0 0 •••Year ..0 0 • IN THE ;1: ¥ATTE~OF THE APPRAISEMENT OF THE ESTATE OF !;:'-t'~".'f'""-,l\.'"-:.-~/\.....-.\;.'~'"~ro',oO'fe,r""",",'1·of,.~I,I C 'r':'"'/1'......,.,,1tfIIA'J1l!ift~~".eJ~~'. .~ANTON WALCH, •Deceased Eldora,Carroll.Twp.,R.D.1, Late of ..¥?o~<;>Z:~oCi:~~~~~.~~~~~...0 ••0 .".., J~ounty of 0 0 •:Y~shingt.on........................ Commonwealth of Pennsylvania .... Ql .> 't'-":,,:.' '-.:..-Io~ ...........~ rrno ::»:::£:-- to01'-0 REP~.gJ'AND APP1;~ISAL' e5i -<t i~U>_ fTlrT1 U1;;0'.•03:"TIl> ::E::::o;=z .0 U>" ~ ~ CEO.O.FRAZIER Attorney at .Law 'rhoznas:-Frazier Bldg-. Donora,Fa.15033. RC:C-BI (2-1:4) COMMONWEALTH OF PENNSYLVANiA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEASE REFER TO 37-226-7 NOTICE OF FILING OF APPRAISEME~T ARNOLD WALCH Ij[XiU'iRi Informant / In Re:Estate of ....:AN:::::.;TO=N.:.......,:W:.:AL=C:..:.H:.-_ ______--:.W::.:AS~H::..I=N::.:G:..:T:...::O.:.:N Count.l - F He No.63-69-675 De'ar Mr..Walch: You are hereby notified that the original aI:.praise·ment in the estate of Anton Walch has beeL filed in the office of the Register of Wills qf Washington Ccunty (·n June 5 ,19.6.2,.Said appraiseme.t reflects 'the fcllowiLg valuations: Real Estate _--'-_ at.Held'~_=2"""'.8=8::..<5c.z.•.:::.03"___ Transfers -=-~_:::_=-- Total --.=2~,..;:;8..;:;8~5.::...0=..c3=:..--- As to such tax that is paid within three mOLths,from date of de3th,a five (5%)percent discount is allowable.As to any tax that renains unpaid after one year from date of death,interest at the rate of six (3%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may ap?eal therefrom as provided by law. Da-;,e ,.=..J..=un::;;..=..e.....5::.,L:.'-=1::.,,9:...:::6:..:9~_signed£/I~~Q ....~ Title W.R.CHANEY,EF APPRAISER DA'rE OF DEATH:June 12,1967 N.te:Tbis is not a bill. RCC-3~(5"68)' COMMGlW:AL TH CF PENNSYLVANIA TRANSFEP.INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate 01 WALea (L3s~Name) ANTON (First Name)(Initial) DATE OF DEATH_6_-_12_-_6_7__FILE NO.63-69-675 REPORT OF INHERITANCE TAX APPRAISER ..tEe u.ndelsigned oIuly appointed Inheritance Tax Appraiser in and for the County of Washington PennsylVEnia.,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the vallee se.t fDith oppo.ite each item in the last column to the right in Schedules "A"',"B","C",and "E". ,. Dated:-=)=6---'0=,,:$~-6=.L9 _4L:~e~*INHERITANCE T APPRAISE REPORT OF THE REGISTER OF WILLS I,tie .nde"signed july elected Register of Wills in and for Washington County,Pennsylvania,do respect- fully rcp()jt that I have anowed deductions in the amounts claimed by deponent,except.as to those items where a greater or lesser.aJn!)urt is :set forti!in the la'st column to the right in Schedule "F",which great~r or lesser amount represents the sum allowed as a dedlction.Q _A/?.#~A_/7"<""~~-4 A) Dated:06-05-69 I u-y~//l-t...".--~e,...--v REGISTER OF WILLS 2.8g5 11 2,885 CD} 2,621 ~4 263 79 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+-- ~NVJENTOR'\: Real Frot-erty (Schedule ~) Persoral Prc.perlf (Schecule B) Trans6ers (S:hedUle C) Joint-He_d Prop~rty (Sctedule E) TOrAL GRmS ASSETS Less Debts 3nd Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE , Valuatioli of life estates or annui'ties •p • • • • • • • • • • • • • • •••$~ ESTATE TAX ASSESSMENTS $C FOR USE OF REGISTER ONLY Tax 011 $26j 79 2% Tax 0:1 $0 Tax on $5% Tax 0'1 $10% Tax on $15% Exem,tians * Total "Es tatl' TOTAL TAX COMPUTATION OF TAX $-"'~'-+.::=.Li!.y._ $-------4--- $-------4-- $-------+--- $-------4-- $--------'--- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Le;;s tax previously paid BALANCE Less 5%of lax ir paid within 3 monlhs.after death :::::::::t===== BALANCE OF INHERITANCE TAX DUE $t= Add i.teres!at late of 6%from_____t.$----J AMOUNT OF ESTATE TAX ASSESSED $L- Estate tax raid $L- BALANCE DUE $----ll_ Add i3terest at rate of 6%from --------'b-----TOTAL TAX BALANCE :==========~~ PAID $-----.....JL FOR USE CF REGISTE~ONLY ADJUSTMENTS NOTE:"'here subsequent adjustments are made to the above computation of tax by th~Register of Wills,for proper reason, sane slLould be noted below,with short explanation.. Will Administration !No. IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF ANTON WALCH.......... Deceased p., { Late of . County of MONONGAHELA WASHINGTON ,/ Commonwealth of Pennsylvania REPORT AND APPRAISAL l l!J. fjr- Form::WC-2.,'. .~~PAitTMENTOF REVENUE B~EAll·Of·COUNTY C:>LLECTIONS' RARRISSURG.PENNA.17127 COMMONWEALTH OF PENNSYLV~IA RESIDENT INHERITANCE TAX • APPRAISEMENT DATE ~}J.J)~5.:J...~+..9.~.9.. ~COUNTY ~~.~.~:~.~:!?:~.9..~. FILE NO..2.J.::.9..9.::.2.7.?... Whereas,~~.Qn W~.gh late of ~~.~~.~g~.1'?:~.~. in -:;he GJunty of Wa.~.hingt..on Commonwealth of Pennsylvania,having died on the ):?y.h ~day of ~.lJ!:l~19..:?.7...,seized and possessed of an estate subject 1.0 Inheritar.,ce Tax under the laws of the Commonwealth of Pennsylvania; The:efore,I,,.w~.g..!Q~.n~y ,an appraiser duly appointed according to law, haI"ing been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of al:annuities and life estates growing out of said estate,hereby file the following appraisement: In.tl:.e event that any future Interest In this estate Is transferred In possession or enjo:ment to collateral heirs of the deeedent after the 2xplration of any ~ate for life or for years,the Commonwealth hereby expressly reser"'es the right to appraise and assess transfer InheritancE taxes at the lawful collateral rate on any such future Interest. Unit AppraisementDescriptionofAs.et Values Made for Inherll.nceTaxPurposes $ JT.DELD: Bank Account in First National Bank of ~halreroi held in the name of Anbon Walch and Anton Walch.Jr.1,422.~~ Bank Acct in.First National Bank of Charleroi,held in the name of Anton Walch and Arnold Walch.1.462.tb 2,885.(13 2,885 03 " Total 2.885 03 .. • - ::Iaving been dul!,swo.rn according to law,I do hereby certi that the ~bove appraisement is made in COD- formitywith law on this ~~day of ~-/C)~~Z . .~..d£...........~:7h ..~. praiser ~~~~~)•••••••••••••••••••••••••••••••••••...;~~: WASHINGTON.............................................................................................COUllty..- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANTON WALCH................................................. Deceased. Late of MONONGAHELA Da.te of Death June 12,1967J•••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Appraisemel!t Docket Vol.,.?..7... Page,?,~.fr.:.7 No•......93.7:"..6.9..~6..75 _. Filed in Register's Office,J.:un~....5.,19 6.9 Anwunt of tax due,$; . DEPARTMENT OF REVENUE· Received, .Exa.mined and Approved,;. Wrote abo.ltt Appra.isement,:. Appeal t,.om Appraisement,.. Eiitered and charged, J " ~ ~