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Home My WebLink AboutOC1969-0712 - ESTATE OF HARPERForm Xo. RCC-62 (12-66) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUN EFFECTIVE JANUARY 1, 1962. (FILE IN DUPUCATE WIT&J: 't;LL,:CHED) / _)_ *-OFFICE OF THE REGISTE"OF WILLS /JI!I"'"" J County of ... W.f\p,ij:J:~G'ro.:tf .......... . . ~~1}\~.~. ~.E!~9.Y. .?.~:r;P~.:t;' ..... · ................... of 4~? . .I:Ij.,gl).f:.~~~~ .~~~~~.~ < ~.C3:Q.9.I1~:P:q:r;g,,, .1??1.·. (Name) , , (Addrel!ll) , , J01nt tenant w1th r1ght of being duly __________ ?.YY..<?..~_I)_ _________________ .according to law, deposes and says that he is the ___ §~XYi.YQ_:I;_§hJ.o ___________________________ _ (Exec., Adm.;"Legatee, Etc.) ea~~~-----~-~---~-=---~-?.:~P.~E __________________________ whose last residence was __ ~}~ ___ :~U._ghJ.~.§_!g ___ ~Y-~!}~-~------------- <No.> (Street) _<;.9.;.!..1_<?..!}_~-:Q~_~g---------------------------deceased, and that the whole of the estate of said decedent, who died ----~~.Y __ .?J_c_@J:_~_§9 (City, Borough or Township) (Date) 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. Real Estate ALL those certain lots of ground situate in the First Ward of the Borou h of Canonsbur , Washin ton County, Pennsylvania, being Lots Nos. 64 and 65 in a an of lots aid out b M. Miller Potts et al called "HIGHFIELD", recorded in the Recorder's Office of said descr1bed as follows, BEGINNING at a oint on Hi hfield Avenue at the corner of Lot No. 66 and running in a Northerly direc- 63; thence in a Westerly direction along said Lot a distance of 143.45 feet to Fife Alle ; thence in a Southerly direction along said Alley, a distance of 80.2 feet to Lot No. 66· thence in an Easterl direction along said Lot 140.06 feet to the point of beginning. BEING the same lots of round conve ed to J. L. Harper and James Leroy Harper, his son, as joint tenants with the ri ht of survivorshi and not as tenants in common by J. L. Harper, Widower, by deed dated the 2nd da of June 1962 and recorded in Deed Book Vol. 1129 page542. family dwelling house. ~~~ Said lots are appraised by the County le at 240.00 and the dwellin house thereon is a raised at $810.00 or a total of $1050.00 .......•..•. 6500.00 Said house and lots are encumbered by,a Mortgage to the Chartiers Savings and Loan Association of Canonsburg, Pa. executed ·by J. L. Harper and James Lero Har er et ux. dated October 4-1967 and recorded in Mortgage Book Vol. 695, page 974 ,_ in the.,original amount of 4800.00. On Ma 21· 1969" the un aid bal- ance due on said mortgage was. . . • . . . . . • . • • • 4307. 81" The market value of the property ($6500.90) less the un aid balance due on the mort a e 4307.81 is ... 2192.19 owne t 1s property J01nt y s1nce June amount re ortable for inheritance tax one-half of $2192.19, or .... : •. PERSONAL PROPERTY -· Estimated Value 1096.10~ 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 aC'Count, account number and the exact name or names in which the account is registered. I J olntly Hold p,: ... :ty ---~----------~------------------.~ -----~----~---·-----------~ Re orted on other side I Transfet·s within TWO YEARS Prior to Death 1\l()l\lR . Estimated Value 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 James Leroy Harper Son ves Total 433 Highfield Avenue Canonsburq Pa. l -I I ! ' jtESIDENT 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 Soeakman Funeral Home Funeral expenses paid $ 675 loo $ Decedent Died Residing with his son, James Leroy Family exemption (will not be allowed unless Harper decedent died residing with a spouse or children.) 1000 00 Administration Expenses * Counsel fees * Fiduciary commission * I OTHER DEBTS AND CLAIMS ( *) See Note below Total 1675 loo 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 ..................... . ~ ...... ~~· ....... ?/. ~.-.. ~R:I~~=..t . . ~ Joint Tena ?P.~ .. I:.t.~9~?-.~t~ ~-~· .~Y~.l!-~~ ................. . (Street Number) CanRl)P.l;:>.\J.~ g., .. ~ P: , ......................... . (City or Town and State) Having been duly sworn according to law, I d~~ _:e:tify that the above appraisement is made in conformity with law on this .............. /.c::;?.~ ........ dayof ... ~--························~ .... ,1 .. ~/' ./? ~L. ............... ~. ~.9?.C ..... .. /.....-A:~raiser In the event that any futu1·e interest in this estate is transfened 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·inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER I, the undersigned duly elected Register of Wills in and for .. -~ ~t"k-1'-. ;::::;. ~q~r.c..~?.~ ... County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amountt'ciai;ed by deponent, ept as to. ose items where a greater or lesser amount is set forth in t e last column to the right in said schedule above, which greater or I repr. sents the su~d as a deduction. Dated:. . ........ /.~.·.~;;;'.?.'............... . ................................ ~ ... . Register of Wills ::1 \ .. ~· I - Form Xo. RCC-62 (12-66) Will Administration lNo. · · ........ Year . ." .. . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF J. L. HARPER Deceased Late of ... <;!?-.!!'? ~!3.bur g .................... County of .. W.a,qJ;l.i.I).CJ:t.Ql) .............. . Commonweal_th~f Pennsylv,e.ni~~:"· . c:n ,~ ~ ;:;o c..t:) -=--- "f" m ~ c-r--· REPOR~ AND A:§!RAISAL -U1 c.n ..,..,--.:::·-trr-1 ,,, <::"? r,., r-~ --t ::o r-w C:i 8 •"? ~-.. ...._ -r1 ~· ,' <!"') _ .... r1_,. o~;:o ; r ~ "1:1r-o "f>tJt -o ::::.: "'" """"" .... . , ~: . ·' :t. \ '. / -..... ,. RC C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8£ REP'KR TO 37-230-2 NOTICE OF FILING OF APPRAISEMENT JANES LEROY HARPER Informant In Re : Estate o f ____ __;;.J_:.•.=L_:.•---=H--=AR:.:.P:...;ER=--------- ______ .:.:;WAS=H~I~N;!.!:G::..:!T~O~N'------County-File No. 63-69-712 Dear Mr. Harper: You are hereby notified that the original appraisement in the estate of J.L. Harper has been filed in the office of the Register of Wills qf Washington County on June 12 , 19J22. Said appraisement reflects the following valuations: Real Estate -----=1.._, 0::..9c....::6:..=•:..::1..::0~---Personal Property _________ _ Transfers ________________ __ Total ______________ 1~1~0~9~6~·•1~0 ___ __ 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 ___ ~Jun~e~l2~,~1~96~9~--Signe~d?~~ e~ Title W .R. CHANE.Y, CHI APPH.AISER DATE OF DEATH: May 21., 1969 ESTATE INSOLVENT Note: This is not a bill. RCC•39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of HARPER J. (Last Name) (First Name) L. (Initial) SUMMARY DATE OF DEATH___:5_-_2_1-_6.....:.9 __ FILE NO. REPORT OF INHERITANCE TAX APPRAISER 63-69-712 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: ____ 0,._,6-~lo!!>!2:=-.!o!.69J..-.. __ _ 05-21-69 4/_L ~ CJ ~ r,t:< INHER~APPAtSE~ . 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 gr er or lesser amount represents the sum allowed as a deduction. Dated: __ .....::;0..:.6-_,1=2::..--!::6~9 ____ _ INVENTORY VALUE AS REPORTED VALUE AS APPRAISED 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.oV'JO .l.V 1.096 10 1,675 00 Es annuities ................. , . $------+--- ESTATE TAX ASSESSMENTS $ _________ .J...__ $ .l.U90 -w- 1.096 10 1.675 IDO ta te Insolvent FOR USE OF REGISTER ONLY COMPUTATION OF TAX Taxon $ ________________ -4---- Taxon $-----------------4---- Taxon $-----------------4---- Taxon $ ________________ -4---- 2% cw 0 10% 15% $ $ $ $ $ VALUE AS REAPPRAISED $ ____________ -+--- Tax on $ ----------------+---- Exemptions========!== Total Estate---------------~----- 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 BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from ---------to ------- $======f== $----------~--- $=====~== AMOUNT OF ESTATE TAX ASSESSED $------~- Estate tax paid $ ________ __. __ _ BALANCE DUE Add interest at rate of 6% from $----------~---- ----------~~0----------$-----------t---- TOTAL TAX BALANCE $ ------+--- PAID $ ---------1-- 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 J .L. HARPER Deceased Late of. .. CANONSBURG .. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL .•, Fonn:Rcc-2 COMMONWEALTH OF PENNSYLVANIA DATE ........................ cl~~ ..... +.?.J. ...... !.?.9..?. ................... :Q.EPARTMENT OF REVENUE RESIDENT INHERITANCE TAX """"""""""""'w.~~b.i.ngt..9.P.. .......................... BUREAU OF COUNTY COLLECTIONS COUNTY "' HARRISBURG, PENNA. 77727 APPRAISEMENT FILE NO. .. ................... QJ..::.Q.9.::.7.g ........................................ • . Whereas, ..................................... ~ .. !.~.~ .. .J!~P..~r. .......................................................................... late of ............................... 9.~?.~~?.~~ ............................................ in the County of ................................. Wa§h.ington .................................................................... Commonwealth of Pennsylvania, having died on the ................................ ?.~ .... ~~ .............................................. day of ...................... ...!~~!. .......................................... 69 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... , ........... W. .... .R., ..... C.h~D.~;}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. I Appraisement I Description of A11ot Unit Made for Inheritance I Values Tax Purpoaes $ - REALTY: . All those certain lots of ground situate in the First Ward of the Borough of Canonsburg, Washington County, Pennsylvania, being Lots Nos. 64-and 65 in a " Plan of Lots laid out by M. Miller Potts, jt. al. called Hia:hfield recorded in the Recorder's Office of said countv. in Plan Book No. 3. page 181. 1,096 10 ' Total 1,096 10 Estate Insolvent ~ j I ... fonn~;·!;:~hbl:": ::~b:.w<>l"lla~~~~~: ~:; o~~-.:~t§=••?2;zr;?: :A.ppra1ser ~~:?~~~~;, ' ~~~:. ~- WASHINGTON Co-U1lty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of J. L. HARPER ...................... Deceased. Late of CANONSBURG Date of Death, ............... Mi-.Y ... z.l.., .... l.9.6.9 .......................... . Appraisemel!t Docket Vol., .................... J? ......................... .. Page, ............. 23.Cb-2 ................ No. .. ...... ~2.~.9.9.::7.+.?. ...... .. Filed in Register's Office, ......... !!.W}.~ .... +.?..J ..... 19 .... 9.9.. Amount of tax due, $ ............. -....... ___ .......... -........................ .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'o-m Appraisement, Entered and charged, .... I "·