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Home My WebLink AboutOC1969-0705 - ESTATE OF WARDLER C C-81 (2-64) • COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Informant IN YOUR REPLY PLEA8E RII:P'IER TO 37-228-9 In Re: Estate of ____ _;F:...:.,RED=·~a:.:..•:.__:W...:.:cA;:::RD=LE""-------- -----..!!W:::AS~H=I::.:N.=.GT:....:O;.;;.N=-----County-File No. 63-69-705 Dear Mrs. Wardle: You are hereby notified that the original appraisement in the estate of Fred R. Wardle has been filed in the office of the Register of Wills qf Washington County on June ll , 19_69. Said appraisement reflects the following valuations: Real Estate ______ 5..,,...,.0..,00.,..,. • ....,00..._ __ _ Personal Property ___________ __ Transfers ________ ~~~~----- Total ----------------~5,~0-0_0~·~00 _____ __ 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~un~e~ll~1~l~9~6~9~-----Signed~.a£ d~ ~ ':??:;!~ Title W.R. CHANEY:~PRAISER DATE OF DEATH: April 21, 1969 Note: This is not a bill. j RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of WARDLE (Last Name) FRED R. (Initial) DATE OF DEATH 4-21-69 FILE NO. 63-69-705 (First Name) 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 i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: ___ ___:0~6~-=11:!:..-~6~9~--- 04-21-69 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 as a deduction. Dated: __ ___loool.l.6.c:-:.~l ... l.::-:lo!629 ____ _ REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED 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 $ 'l.,uuu 5~000 2.286 2,713 uu $ ;~wu uu 00 5,000 00 36 2,286 36 64 2,713 64 annuities................... $-------+--- EST ATE TAX ASSESSMENTS $ FOR USE OF REGISTER ONLY Taxon$ _________ -=-=~~~- Taxon$-----------=2~··7~:1~.3~~~ Tax on $ ---------+--~ 64 5% Tax on$ ________ -+--10% 15% COMPUTATION OF TAX $ $ 162 82 $ $ $ $ ______ ~--- Tax on $ ---------+-- Exemptions=========jf== Total Estate --------1--- TOTAL TAX • $---------~--- (*) 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 $======== Add interest at rate of 6% from -----to----- AMOUNT OF ESTATE TAX ASSESSED $---------+--- Estate tax paid $ _____ ---J~-- BALANCE DUE $---------~---- Add interest at rate of 6% from ---------~·0-------$---------~~ 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 Administration ! No. ..... Year .......... .. IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF FRED R. WARDLE Deceased Late of . VENETIA County of .WASHIN.GT.CN ..... Commonwealth of Pennsylvania REPORT AND APPRAISAL Form:Rcc-2 COMMONWEALTH OF PENNSYLVANIA DATE ················· ............ J®..~ ..... U.:.. ..... J.99..9 ................. D,Ji:PARTMENT OF REVENUE RESIDENT INHERITANCE TAX .................... W.a.1;! .. hingt..oh. ............ " COUNTY ................... BUREAU OF COUNTY COLLECTIQ11{S. ' . APPRAISEMENT HARRISBURG, PENNA. 1712 7 !'fL~ .NQ. . ........................ 9.~.9.9..::7..9.?. .............. ................... Whereas, .................................. ¥~.~4 .... ~.! ..... W.~.~~ .................................................................. late of ............................... .Y..~~~~.~~······················································ in the County of ............................... W.~.~h.~~~·~··································································· Commonwealth of Pennsylvania, having died on the .................................... ?.+ .... ~~············ .............................. day of .......................... ~P~~·~··································· 69 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... , ................... W.~.R~ ..... Q.~~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 Appraisement Description of Asset Values Made for Inheritance Tax Purpoaea $ . REALTY: All that certain parcel of land situated in Green Townshio. Forest Count:.v. Pennsylvania, being Parcel No 700 in the Matson Plan, Fawns Acres, Development, recorded in the Recorders Office, Tionesta, Pa. 5,000 00 I I I ' .. ' ·--.. I bpx I Total 5,000 00 ! I form~;"!::~h ~a': ~:~:;,~w<>t"tla/;:~ ~=· ~:; o~~:~=··=~:;=~ pra1ser ~= .. 2····~··~~·~~~~···~~::.~~~~·~t:i:·· .. :.·:: .. : ..... :.:.:.·.: .... ·:·::·.·:······~~~~:·: d (Polt Ofllee) WASHINGTON Couttty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of FRED R. WARDLE ······································································ ······················································· Deceased. Late of ··························· ..... v:E.~.'r..J.A ..... . Date of Death, ................ APrJl ... ?.;J,.~ .... l9..9.9 .................. . Appraisemel!t Docket V al.r ··············-·········2.7.. ....... -...........• Page, .228,.9·-·····--················-No. ______ 6~.6.9.~.7fJI) ..... . Filed in Register's Office, ........ !-l.'!m.~ .... :U,,_ ... 19 ..... f>..9 Am.ount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, ·························································- Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, .... .. 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, I EFFECTIVE JANUARY 1, 1962. (FILE IN bUPLICA'tE WITH COPY OF WILL ATTACHED) j J-.t .f ,F-y OFFICE OF THE REGISTER OF WILLS , County of .... lf.,.JJ.IliGYOM ......... . . . . . . . . . . . . ~ •. ~~N~';rn. ~".: ,,~'1~1*.~ ............. of . ~q.'· :~:tf .... f•14•J·'••· J~•lll••J.J,Yula. ...... . (Name) (Addreaa) being duly ------~~~!~-----------------~---.according to law, deposes and says thatile is the ___________ i:_~.f~~~~f! __________________________ _ (Exec.. Adm .• Legatee, Etc.) !! ... RED R W .t~ LE . Box 7Z of the estate of--;,.·--------·-------~--------------------------------------whose last residence was ----fN~~;------------------------(s·t~ee'i)---·------------------ V ti. . .t~pril Zl, 1969 -------------~.:':!:, ___ ~--------------------------·deceased, and that the whole of the estate of said decedent, who died ------------(i:5--T·----------(Cicy, Boro~gh or Township) ate 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 AND RELATIONSHIP OF OTHER OWNERS. i . Real Estate 1 Estimated Value All that certain parcel of land situated in Green Township, Forest County, Pcn"'"'t..r., .. ,fti~ hPina Par~el No. 700 in the Matson Plan. Fawns Aeres Development, recorded iu the Recorders Office, Tionesta, Pa. Further described as follows: Bounded on the North by the~nter line of a nPiu<:>f'.,_ 'Pnt,.A t .. q~ld 'Pl;;n ~ tH<IIIt~n,.,. nf F.l'i -(,.,..t~ nn th,.. H'~At h.,,. tlu:. ,.,.nt~>o'l" . * line of a private road designated as Rudy Lane in said Plan a distance of 316 feet; -•" ,.. ·~-... ..... -·" -i:-.~ ~ ......... '""''· 0 ... ~~ ~ ................ "'~ ~ ,...,....,_ .. T • 'I ·--r .~ ... -----·c;--.. ----·r ........ Road a distance of 578 feet; and on the West by the Clarion County line a atstau.ce 01 .,10 teet. \...OAt.alnutg "i-• .l..> acres. Having erected thereon a five-room frame cabin B.EING the same conveyed to Fred R. Wardle, Fred .ti •• Wardle and Verna J. ur ~ -~t ft '-.2e ....4#n "-• .. A .. ~ ~,t-.. ..1 f"\. -:t1 1 Qt:,.j:,_ .,.~A -....~t ... ..t ;,.. n.-. ... .:!1 w .• -r -·--.• , ----- Book 96, page ZZO, Recorder's Office o£ Forest County. Value $10,000 • ( one-half interet>t )1 $5000.00 .. Personal Property Nona -o- "'··. " ,, 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. ..------------~ ~ -~ -~------·---------.----~------~~ Jointly Held Property .. > Estimated Value ..-c•l Ro" tOlL la t.llo ...... ~~-. ...... Acre• hvel•bPCJI t • ---,., ~ > ••-..;...6-..a ~ttt tbo lhu~ordo:r~ c·H tee. 'tl.ae•t•il v •.•• ,x.-.. aa. : -~-\~,e. . •••••t Cit11UI' ., ,, tn »••d ~t pe.c• lAO (~/2 lr.at•rU!a~ i =s.ooo.oo \) ~ I ' ~ \I SE. 1t·IJ L ls fl+f£ v . .. ~~ - ' Transfers within TWO YEARS Prior to Death .. a 0 n 1$ -- ~- That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly wit~, 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, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT •t•••tHtC.b •• ffar41o-•t4f)'fJ )''1'.1-ll ldZ . . •o• v»~ ,. ........ u" .r a.. lff-'•4 A.., w.-•le, a..-.. ,.. •""""'" -a-e. aoa fE'!• 1/2 .... &~J·· ...... ' - ~ ._ . ' . ~"\- RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED ~OTE · List first five items in th; spaces ~o provided, observe notations there::.:o:..:n2,-=a:..:n:..:d:....:..:in=s:.:.tr::.cu::.:c:..:t:..:io:.:.n:.::s.:..._ __ ___:. ____ __,r----~'c---.. THIS COLUMN DEBT OR CLAIM NATURE OF SAME Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) 'atrono, Ceisler & Edwards Administration Expenses • >atrono Ceisler & Edwards Counselfees• OTHER DEBTS AND CLAIMS f"J.Dl.~·,J!!! 11~ f'<t:1S-t't.O£')' t;:eatb c-eti'·tt.i'S -ce_i~~ Fiduciary commission • ( •) See Note below Total . ·AMOUNT KEGISTER ONLY $l.,Ot3 •• $ 1.ooo 00 4 50 100 00 $2,286 36 Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission pi· debt is greater or less· than the estimated amount claimed and allowed. 1 . f h' lt!t~ JV:/1~£/iJ C7{/JA 11/~ Sub.,nbod and •wm~ to bo "'mot "~ ............. ~j; .. ~.,..-.'<"'ltF~=r;,;,:) .. · ... : , ; ....... L' ......... day of .... -~-... ·= ... ~)'7' .(p_ . . ... ~~~--~~-.. (si~~~i'N~;,;b~;;"; ./ .............. . . . . . . . . . . . . . . · ~ .. ~"it~~:~~,~~~ l<&,a<y Pubhc ... ~-~~·s.••. P~-~~J~l'..-.l ............ . · washington, wash. Co., Pa. (City or Town pful {'tate) . . . . My Commission EXpires ~lifiUiii:Y u, i.u • . . . . / I . . . . Havmg been duly sworn accordmg to law, I d~_Y ~e:tlfy that the above appraisement IS made m conformity w1th law on this .................. £.~ ..... dayof ... ~ ............................. ,19.({, ~-0 ~ .. ~L ..... · ... 7~-~ /::(. .. i Ap aoser In the event that any futui·e interest in this estate is transferred in possession or enjoyment to coli ter 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. ! r. Fonn Xo. RCC-62 (12-66) Will Administration }No .. 0 • 0 0 •• 0 0. Year 0 •• ••• IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of ............. 0 •• 0 •• 0 ••••••• 0 •••• County of .... 0 0. 0 0 •• 0. 0 0 •• 0 •• 0. 0 0. 0 0 ••• Commonwealth of Pennsylvania REPORT AND APPRAISAL o• r.: ~ > :71 c::n -r't 0 rn :u c...o ~,-,;-_, c;: / -...... -·-(.;~ ~ ::-:;: t..f""o ,. ::r:a r-... -~ .... ~"l -c: <..) I. j rq o-j ~--, r--~ m <::;, _., :-0") . .• 0 -"-., ... ·-,._, C\ l -·o '-<" c.: ~--yo... :::t=la .. .. ~~~ :::r "'"Orz ~ r ~ ' ~ 0 -+:" .. , u:. L__ -----·