The URL can be used to link to this page

Home My WebLink AboutOC1969-0737 - ESTATE OF BUTLERRCC-39 (5-88) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of BUTLER (Last Name) ANNA (First Name) c. (Initial) DATE OF DEATH IJl-24-~e? FILE NO. 63-69-737 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: ---.v.07+---.~l~6-~69"1------ ll-24-68 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 '"'"amount i• '" fn<th in the la.t eolumn to the 'ight in Sehedule "F", whii2=' amount "P"""" the •um allowed as a deduction. , ~-t Dated: 07-16-69 . ~ / ,d~) REGISTER OF WILLS 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 $ ? },()() ()() ?.1.._00 00 1.883 78 516 22 annuities . . . . . . . . . . . . . . . . . . . $ ______ -!-- ESTATE TAX ASSESSMENTS $ ----------'--- $ ? I.()() ()() 2.L.OO 00 1,883 78 516 22 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Taxon$ _____________ ~-----~o Taxon$----------~~i~·l~h~??_~~u~~ ---Tax on $--------------1---5% Taxon$ ______________ _, __ _ Taxon$ ________________ ~--- 10% 15% $ ____________ -4--- $ __________ ~~()[q~~·- $-------------4----$ ____________ -4---- $ ____________ -4---- VALUE AS REAPPRAISED $ ________ ~-- Exemptions========l== 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 $======== Add interest at rate of 6% from ---------to --------- AMOUNT OF ESTATE TAX ASSESSED $------1--- Estate tax paid $ ______ __,_ __ _ BALANCE DUE $----------~----Add interest at rate of 6% from ----------~10--------$----------4--- 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 . ANNA. C •.. BUTLER ... Deceased Late of. ... W.!. l3.E'I'.~.m;M. 'I'WP..! .. County of WA$B:I:i'JG'I'ON .. Commonwealth of Pennsylvania REPORT AND APPRAISAL -Form:Rcc-2 . COMMONWEALTH OF PENNSYLVANIA DATE ················· ......... ~~1. .... !9..1. ...... ~.?..?.9. .... ............. ... . DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY ..................... W.~§h.ingt..9.n. .......... .................... BUREAU OF COUNTY COLLECTIONS .. APPRAISEMENT FILE NO. . ...................... f:?.?..::f?..9..-:::.7.).7. ..................................... -HARRISBURG. PENNA. 17 12 7 .. Whereas, ......................... Jo.~~-Ph ... O .•.... B.utle.r. ..................................................................... late of ................................ W ...... Be.thl.eh.em ... Twp .•................... in the County of ..................... W.~.~.h.~P.gW..tL .............................................................................. Commonwealth of Pennsylvania, .having died on the .......................... 21-! .... th ................................................... day of ....................... N.ov.:emb.e.r ........................... 19 .... 68. .. , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......................... :W..,.B. ........ C.b9.D.~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 Purpoaes $ ' REALTY: Lots Nos. 52 and 53 in the Gayman Plan of Lots, West Beth~ehem Two "l:Jashin12:ton Countv Pa uoon which there ; "' ,.,.. .. ,.+ .. ~ <> ? .. a+ f"\'P'"'(T f''P'!:>m.. hn11 <>.<> ?.ono.m v Lots Nn til ;n t.hP. ::~.fol"fl!!'l:::drl Pl::~.n h::~vi.nu erected therl'!- on a. 1-storv frRmfl! hou::;P. _300.00 Lot, No 1)0 in the said Pl::~n h.<~vi.nP eT'eced_theron a st,oT'::ti'7P. shed For comnlete descrintion see Deed Book 75k. n.<~ue L.<n and Deed Book 671 oa12:e L22. 100.00 2,400.00 2,400-00 j ,, ' 'l'ot.::~l Q .1L()0 o..o_ .. form~:~h ~~ ::~h~sw<»""l •y£i~l~~· ~:; .~·~~~~~;· ~~~§e~tise:l~~e I I Appra1s ·································z····-~·-·;;1;,·········· ...... ······································································ ' I I ~~C:······?f······~:Z::.Z~' ................................... , Penna. ----------------- .... :W.~.~m.:ngt.c::>.r.t.. ......................... c outfty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANNA C. BUTlER .. ~¥X~~----.............................. .. Deceased. Late of W. BETHLEHEI-1 TwP • ····································· ···················································· Date of Death, ............ No.v.e.mber .... 24.~ .... .19.6.8. .......... . Appraisemel!t Docket Vol., ................. 3..7 ........................... .. Page, ........... 2..3.2.~8 ................ No ....... 63~69~73.7 ........ .. Filed in Register's Office, .......... July ... l.6,. .. 19.69 .. .. Amount of tax due, $ ........................................... _ ................... .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.rlt Appraisement, Appeal f1'om Appraisement, Entered and charged, .... • R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ,JOSEPH 0. BUTTER (Executor~ IN YOUR REPLY PLEA8E REP'IER TO 37-232-8 In Re : Estate of ------'ANN!:t.l:.!lwA~C.!..!•!..-.JoBo~.J:U!.ljWII=!d!:E~R"-------- _____ ,.!.W.!.£lA~S:.uH.=.INu..:G>.i.Tio..loO"*'N.__ ____ County -File No. 6}-69-737 Dear Mr. Butler: You are hereby notified that the original appraisement in the estate of Anna C. Butler has been filed in the office of the Register of Wills qf Washington County on July 16 , 19_69 Said appraisement reflects the following valuations: Real Est ate --------.&2~1.~:~4.l.!O~O~ • .l.lool:.L.._ Personal Property _________ ___ Transfers---------~~~~- Total ------~--~2~4~0~0~.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 (5%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ J~ul~y~l~6~·~1~9~6~9 ___ _ Signed£~ (2,&-,~ Title W.R. CHANEY. ;£![APPRAISER DATE OF DEATH: November 24, 1968 Note: This is not a bill. r --· ~-..... ·t3 -.-tf, !-7 J;l _.., --· '· Probate Only LAST WILL AND TES'r.AMENT I, AIDJA C. BU.JLEI!,, of West Bethlehem Township, Washington County, Pennsylva~ia, being of sound mind, memory and understand-. ing, do hereby make and publish this my last Will and Testament, hereby revoking any will or wills by me at any time heretofore made. ITEM 1$ I direct my Executor hereinafter named, to pay all of my just debts and funeral expenses as soon after my decease as may be convenient. ITEM 2. I will, devise and beque.ath all of my household goods, moneys, and pyrsonal belongings to my three daughters,· namely, Margaret E. Greco, of Youngstown, Ohio; Helen B. Taggart, of New York City, New York, a..."ld Constance A •. Silverman, of Industry, Pennsylvania, share and share allke. ITEM 3. I will, devise and bequeath all of my real estate situa:te in West Bethlehem Township, Washington County, Pennsylvania, which consists of two lots upon which is erected a 6-roomed frame dwelling, and two lots upon which is erected a cottage, unto my son, Jos.eph 0. Butler, of Marianna, Pennsylvania, his heirs and ITEM 4. All of the rest, residue and remainder of my estate, both real, personal and rnLxed, of whatsoever kind and wheresoever situate, I will, devise and bequeath to my son, JOseph o. Butler, his heirs and assigns forever. LASTLY: I nominate, constitute and appoint my son, Joseph o. Butler, Executor of this my last Will and Testament. IN WITNESS WHEREOF, I, AENA C. BUTLER, ha~,re unto this, my last Will and Testament, set my band and seal this the first day of August, in the year of Our Lord, One Thousand Nine Hundred and Forty-Nine (1949). Signed, sealed, published and declared by th~~bqve- '"'"-''_..,.......,.. .......... ,., •. --·-............... 'tl"l-'~"!.---·'' . .,,..._~--"f"Y""~-··----... ---· .. '---~ .. -~ ---· _, _,...... -----~ ·~ -·~~~ ·--... .,._ --...... --___ ..,_ ............... named Anna c. Butler, as.and for her Last Will and Testament, in the presence of us~ who have hereunto subscribed our names at her request as witnesses thereto in the presence of said Testatrix and of each other. ·---· -~···---·--·--------·- (/) a. ::; ...J l'-E-ll x a. <'<) Zl f\L_ED ctS fill ...J 1-<i. ~ ...J ~ ~I 0 < ~ D. a:: .J II: Zl f,\\ 11: 19 a:: 1-1-i I 2 < < Ul 0 ~ 19sn ~cp u Ul ::> 1-Ol ,_, ..... >-< C) >= 111 111 z ~ ..... , :c z Ill - RUSSELL t·!!\~I;W II: ·I: a. 0 ~ Ill rnt a:: ~ I RE.C\51 t.H Or \• h .. LS =:l l'l <C ::E < l'l ::: \'(\ 1111 <I J..Li z " ~ :! u ::E MciLVAINE, MURPHY, CARROLL Be PHILLIPS \ . ATTORNEYS AT'L.AW j ~-. IN RE: Estate of ANNA C. BUTLER, deceased. Date of Death: November 24, 1968 A S S I G N M E N T I, the undersigned, CONSTANCE A. SILVERMAN, of Seguin, Texas, in consideration of Love and Affection, hereby sell, as- sign, transfer, and set over, unto my brother, Joseph 0. Butler, all my undivided right, title and interest, in and to, the per- sonal property devised to me in ITEM "2" of the Last Will and Testament of my mother, Anna C. Butler, dated August 1, 1949, which said bequest is as follows: niTEM 2. I will, devise and bequeath all my household goods, moneys, and personal belongings to my three daughters, I namely, Margaret E. Greco, of Youngstown, Ohio; Helen B. Taggart,! of New York City, New York, and Constance A. Silverman, of Industry, Pennsylvania, share and share alike." IN WITNESS WHEREOF, I hereunto set my hand and seal this day of ----~~~,~~---' 1969, STATE OF TEXAS COUNTYOF ~ ) ) ss. ) On this, the i?o day of-------~~=----------' 1969, before me, ~f fPu~ , the undersigned officer, personally appeared CONSTANCE A. SILVERMAN, known to me ( or satisfactorily proven) to be the person whose name is subscribed to the within Assignment, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. My Commission Expires £ -/-~ f --~~--~------ .. "' E-tl Zl rill ::2!1 Zl C)J 1-41 UJI UJI <I ; ~~1 r~!"'\ ·~·"'"" ,;.;.r ~ ,··1 1. -.. l: !9 "'l•-..~ ... . , . ,)~ ... ' ' ·-. ·, .., .. ·a f:&:l"'l· --.... ,..,., ;. •-l~.~ T ~.~ c.= •~·ras / MciLVAINE, MURPHY, CARROLL Be PHILLIPS ATTORNEYS AT LAW ----·-- \ •.. IN RE: Estate of ANNA C. BUTLER, deceased. Date of Death: November 24, 1968 A S S I G N M E N T ·. . '• I, the undersigned, HELEN B. TAGGART, of Upper Saddle River, New Jersey, in consideration of Love and Affection, hereby sell, assign, transfer, and set over, unto my brother, Joseph 0. Butler, all my undivided right, title, and interest, in and to, the personal property devised to me in ITEM "211 of the Last Will and Testament of my mother, Anna c. Butler, dated August 1, 1949, which said bequest is as follows: "ITEM 2. I will, devise and bequeath all my household goods, moneys, and personal belongings to my three daughters, namely, Margaret.E. Greco, of Youngstown, Ohio; Helen B. Taggart, of New York City, New York, and Constance A. Silverman, of Industry, Pennsylvania, share and share alike." IN WITNESS WHEREOF, I hereunto set my hand and seal this ..!2c.L day of ~-,, ' 1969. i I I 44Wn¥. ~EAL)! J e en . Tagg~ STATE OF NEW JERSEY ) ) ss. ) On this, the ;} oL day of A P fC 1 L._ , 1969, before me, /1 eLelll £. 7/l~c;.AfeT , the undersigned office!, personally appeared HELEN B. TAGGART, known to me (or satis-j factorily proven) to be the person whose name is subscribed to ! I the within Assignment, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. My Commission Expires: I c~l f NOTARY PUBliC OF N~W IERSEY .tAw "•-'w"' &lctir~( ~¥8ilwl6, &'llQ r--------~- 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 WILL ATTACHED) OFFICE OF THE REGISTER OF WILLS County of .. ~.S:~~.i:~~~C?~............ / ...... J.Q~~P.4. Q,. ~t;t.~:r ... · ................... of .. ~~.z:~~A'Qiil.t .. ~~.q~~Y.~Y.a:q~~ ............... . (Name) (Addrellll) being duly ---------~~Q~_'Q __________________ .according to law, deposes and says that he is the------------~~~-~~-~-~~---------------------~ (Exec., Adm., Legatee, Etc.) ~ of the estate of -----------~'Q~-~--Q_.! ____ ~};J~-~--------------whose last residence was-----~-----------------W. Bethlehem Twp. <Nol ' ... nretti ---------------------------------------------------·deceased, and that the whole of the estate of said deceden't, who died -~!?.Y..~~~~~---~~-L 1968 (City, Borough or Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN(!;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 a Estimated Value $ a,ooo.oo et{. T I'V1' NO. 51·. in the aforesaid Plan erected a I ~~~~~~--------------~----------~-$~-.--~~ .~ 1-story frame house. 300 •. and Deed Book671, Page 422. "-~ TOTAL: Personal Property NONE ,,- NONE 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. Sugh 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 -.. -- :{ONE ~ .. ~ ' ~ . - NONE Transfers within TWO YEARS Prior to Death I ~ .. I t ( ( NONE - .• l -· . . - NONE " That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly1with, 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.) DEC.EDENT Margaret E. Greco Daughter No -di4 d 6/16/60 ' Youngstown, Ohio \Unma.rr;a.eu i:l ,QU WJ. LoUU' Lo .U:U:iUt::IJ Helen B. Taggart Daughter Yes Abated - 49 Union Avenue Upper Baaaie R1ver, N. .J. u·1 !0>0 Constance A. Silverman . Daughter Yes Abated P. O. Box 589 Seguin, Texas 78155 Joseph 0. Butler Son Yes Entire title to p. o. Box 252 Real Estate Marianna, Pa. 15345 i ~--~=~~------------------------------------~--------------~ RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE· List first five items in the s~ces so provided, observe notations thereon, and instructions h H DSEhBT ORt CLAFuiM H __ __::_N.:..:A:..::T..c:.U_R_E--.::..O_F_S.;_A_M_E _____ ..,--_A_M .... ~0'-_,7u;..1N_T ...... n--=~o~:t<1~II~TC~kg:Jry ~0 n . ron z n. ome u v• ~- ~arold Van Emburgh Fun. Di r-•Funeral expenses paid . $ 803 ~0 $ Notary Public -Affidavit Probate of Will S. E. Murphy ~oseph o. Butler OTHER DEBTS AND CLAIMS 1967 County Tax -4/1/6~ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * ( *) See Note below 1967 School Tax -2/25/ )9 1967 Road-Tax -4/28/6 J 1968 County Tax -4/1))9 1968 School Tax -4/25/6 ~ - 1968 Road Tax -4/28/6 ~ ~ames Quinet Headstone !Peter Shershin, M. D. Professional Service aome Nursing Service ' ~ . Total 60 po 120 DO 29 39 78 ~4 10 ~9 25 34 93 ~0 14 02 150 po 108 po 7 70 1,883 78 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 ..................... . ~ . dayof ·~ .... ,19.1!9 _.-v .. £. ....... ~. ington Co., Pa. pires: April· 1, 1972 -- ~-~t~ .......... . . -~ ~ .. 9.~ -. -~~-. ~~~ ........... : .............. . (Street Number) Marianna, Pa. 15345 (City or Town and State) in conformity with law on this pra1ser Having been duly swoy ycording to law, I df:3r y ce tify that the above appraisement is ................ /C.-~· ....... day of . . . . . . . . . ................. '_;.,?'_ '/ ......... Vlj . . . ·/(,A./. . £ ..... ~ . .......... R .. ~~ .. « ..... In the event that any future interest in this estate is transferred in possession or enjoyment to col ter heirs of the dec ent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to praise and assess transfer-inheri- tance taxes at the lawful collateral rate on any such future interest. r' ~ I I ~- , ·l Form Xo. RCC-62 (12-66) Will ; l Administration sNo. ·-........ Year .. · .. . IN THE MATTER OF THE APPRAISEMENT J OF THE ESTATE OF I l I 1 ANNA C. BUTLER Deceased Late of West Bethlehem Townshp ................................. ' County of .... -~~~~i-pgton . . .................... . Commonwealth ~f Pennsylvania : REPORT AND APPRAISAL / ... / ,. '- ~, ) ·-