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Home My WebLink AboutOC1969-0740 - ESTATE OF CAMPBELLRCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of Campbell John (Last Name) (First Name) W. III (Initial) SUMMARY DATE OF DEATH 6-26-68 REPORT OF INHERITANCE TAX APPRAISER FILE NO. 63-69-740 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: 1-25-71 --~~~~~-------------w.K r1lufff &w;~ INHERITANCE TAAPPR0J<ISER 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", whic ater or lesser amount represents the sum allowed as a deduction. Dated: _ __..1=---==2'--"5_-"'-'71..,__ _____ _ 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 888 14 EST AT annuities . . . . . . . . . . • . . . . . . . . $ ----------+--- ESTATE TAX ASSESSMENTS $ ____ -,...-..!...___ 888 14 888 14 1 Oil, 00 E INSOLilENT FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $-------------4---2% Tax on$ Gi:) $ ______ -4---- $ __________ -4--- Tax on$ 5% $ ____________ ,_ __ Tu~$ lK $ _________ ~-- Tax on$ 15% $ ___________ ~_ -..... \ \ Exemptions * Total Estate _________ ~-- TOTAL TAX $-----------...1..--- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $========1r== 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 $ _________ ____,~ __ 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. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF JQJ:lJIJ \X~ CAMPBELL III Deceased Late of McDONALD· County of .. HASHINGTON ... Commonwealth of Pennsylvania REPORT AND APPRAISAL \ RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Jobn W. Campbell, Jr. (~ Administrator) IN YOUR REPLY PLEA8E REFIER TO 37-233-1 In Re: Estate of ----'<-J.::<o~lm~W:.:;.·s.• .....;C~am=p~b~e::.:l:=l=-.:::I:..::I:..::I=------- ______ _;Wu.a~s~hL.L.lJ.J.nUig,_tLLJ,oo.~.on~...~.-____ County -File No. 63-69-7110 Dear Mr, Campbell, You are hereby notified that the original appraisement in the estate of Jolm '\1, Campbell III has been filed in the office of the Register of Wills qf Washington County on January 25 , 19__1:1. Said appraisement reflects· the following valuations: Real Estate -~---~~------ Personal Property_-~8~88~.14~-----Transfers _________________ _ Total _______ ____!;8;2.!;8;u;8l...o•...LlJ,!4~---- 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 (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ___ ~J~a~n~u=a~r~y_2~5L,~l~9w7~1~---- Title ESTATE INSOLVENT DATE OF DEATH: June 26, 1968 Note: This is not a bill. v,J.R. CHANEY. CHIEF APPRAISER J Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ........... January .... 25.., ..... .1.97.l.. ............ . COUNTY ........... J1.9.:§.h~.~!::9..~ ............................. . . DEPARTMENT OF REVENUE . ~ BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 27 FILE NO. .. .............. 9.2..:::9..9.:::.7_~_9 .................................... . Whereas, ............................... ~QJ:m. ... H ....... G.9ffip:9.§ll. ... I;J;I ................................................ late of ....................... }~_g.Qg.n-.~~.9: ....................................................... .. in the County of .......................................... J:!.~§.h.mgt..Q!.L ..................................................... Commonwealth of Pennsylvania, having died on the ..................................... ~.9.t.h ........................................... day of ................... ~@.§ .............................................. 19 .. ?.?. ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .............................. Jl.~R.~ ..... G.H.A~ ............................................................... , 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 11fe 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. Description of Asset Unit Values Appraisement Made for Inheritance Tax Purpoaea $ PTi~R~nl\.T f\ T • Died nossessed of a cause of action under the Survival Act which vms brou12:ht at 2/..j. 93 July term, 1969 in the Court of Common Pleas of Alle12:henv County. Following extensive litigation, the survival action was settled for the amount of $888.14 in accordance with the Order of Court of Jud12:e Olbum. Copy of the Petition and Order attached hereto. 888 14 ESTATE INSOLVENT ............................. h/~et>····· ............................. , Penna. HASHING TON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOJ-IN ... V..J. •.... GA11PBELL ... III. .............................. . Deceased. Late of Uc.DONALD ............................................................. .. Date of Death, .............. 9::::?.9.::::9..$ ..................................... .. Appraisemel!t Docket Vol., ................. .3.7 ............................ . Page, ....... ?.3.3..~.+. ..................... No .......... 9.3..~9.9::::.74.0. ..... . Filed in Register's Office, ........... ~13:.~1.~ .... ~.?. ... 19 ... 7~ Amount of tax due $ ' ····································································· DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, • ' . FORM 67 REV. 1-50 REG. WILLS !\ppliration for 1Jlrttrrs of !\ilministration on thr Estate of. ..................... :!.?..~!:. ... ~.~ ..... .9.:;..~P.E..~.~.;.~ ...... f.! .. ! ... Moooooooooooooooooo•••····································································u••••u················ .. late of ........................ ~g.P..!?.!t?.l9..t .... .f..?.:.!! .... W.~.~.h.~ ...... Q.9..!! ................................... , Deceased. Before the Register of Wills of Washington County personally appeared ...................... ~.9..~E: ... ~.~ ..... 9..:;.~P..~.~~-~ .. ~ ...... :!;:.! .................................................................................................. . who, being duly sworn deposes and says that. .... J..Qh1l ... W:.t ...... CJ?JJlP..li..e.l.l.,. .... .Il.l. ........................................................ . age ... 8 ............. , having ..... hi.s. .. last family or principal residence at...3..g.z .... ~?..~ .. t. .. ~~l?:£.9.JD-. ... f.lY..~.!1!-:;.~ ....... . (Street and Number) .......... ~!?..:Q9..~.~.!.~ .. t ..... ~:;, .. ! ....................................................................... , Washington County, Pennsylvania, died intestate (City, Borough, Township) Pa • at..N.!?.I.'.!;.:Y, ... .H.Q.~.P.J..tg.la .. P..:t.t.:t..§P..Y.-.r.gh . .t., on the .. ?.~ .... day of ........... J.bl:P:~ .......................................................... . A. D., 19 .... ~.~ ....... , at..J .. ;.J.J ............................. ;P..~ ....... M., possessed of personal estate to the estimated value $ ....... 'NS?D.~ ................ , and of real estate in the Commonwealth of Pennsylvania to the estimated value of $ ........ ~~.:?:~ ............... , situate in ......... L~.t.:t.~.:r..~ ..... t.Ja.k.e.n .... Q.Y.t .... .f..R.r. .... ~.YJ.:t. ... P.JJ.r.:P..Q.S.~.::: .. , .................................... .. · The: names and addresses of the decedent's survlVlng spouse (if any) and other heirs including heirs by adoption) are as follows. RELATioNSHIP 327 E. Linc!ll§ffiEN~enue .... J.9.9.:~ .... ~.~ ..... 9..?.~P.E .. ~.!J .... ~.!.:~ .............................. ~.~~-~-~~.: .......... ~.~.P..~~:;..!9..!. ..... ~.~.! ...................................................... . ...... ~?..;:B.?.!..~.t ... ~.~ ..... 9..?..~l?.~.~JJ ............................ ~!?..~.h~!' .. ~ ............. ~.~·~·~···················································································· ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::.::::::::::::::::::::::::::::::::::r::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: ........................................................................................................................................ T······································································································ That deponent is over 21 years of age, resides at .... .3.2.7 .... E.a.s.t ..... L.inc..o.l.n .... A.Y.~.!J.1J.~ ........................ .. McDonald Pa • ................................................................................................................................................................................................................................................... is a citizen of the United States and a resident of Pennsylvania, and respectfully applies for Letters of Administration upon the Estate of said decedent, no letters having been previously issued thereon. - /?;.¢ Swom an~efore me this .......................... .. :~:=.~~~~~= • REGISTER ./..../1!~-~ ... ~.~ .... t::.t~ . .&.. ............. . COMMONWEALTH OF PENNSYLVANIA t SS: WASHINGTON COUNTY, f And now ...... J.J,m~ .... .l.S. ................................... , 19 ... f;;..9. .. , come s ..... J..9..h.:O. .. Ji.~ ..... Q.I?..IDP.Q.!?..ll ..... .J.r..tt ......................... . who being duly sworn doth depose and say that .......... !?:~ ............. will well and truly administer the goods and chattels, rights and credits of ......... J..Q.bx.\ .... W .•..... C..aiD.P.Q .. e.ll .... l.Il. .................................................................... , deceased, to the best of ...... b.l.~ .. skill and judgment in strict compliance with the laws of this Commonwealth, mind- ful of the laws relating to inheritance taxes. ~r~ Sworn and bscribed before me this ............................. . ~9' day of ...... ···············~····~~9 ................. . ........... / ................................................................................................. . ..~ .. ~~d. ... ~ .. a:~~J.:.. .............. . REGISTER J y -p:-j~g'/ Jh. ~a-~f-C) 74o APPLICATION FOR Letters of Administration ESTATE OF John W. Campbell 111 Deceased~ R $ ............................. . Letters ................................................ : ..... '---" o, tJ () p $ ..... £ ..................... . Extra Alias .............. $ ............................. . . Certificates .............. $ ............................. . Renunciations ............ $ ............................ .. . .. -n ) ····························=:;·························· .. ·~ $.~;;.:·~···················· w. :::0 ;; rn :::o c.-r-..•................•........ ~,-:~o .. ~ •• ~ •......•....•. r::::::. ................................. . ;:.... (,IJ ' --::: (/) v·· ~ r··-l Ttal ---~rn ·-· o ·················c:-;· .. r.-r··r:: .. ···········3l:Jt········n················ .. . ... 0 C> _,. -o . ., z -t1 >-·-:::s: ):• ~ O::,:c?J f',l) 0 ...... -. r-;;: ' -QIO r-,J f'"(/") 'C' Evana,Ivory & Evans ....................................................................................................... 711 Frick Bldg., ,., r1't'tsourgn. ·a. ~2 Attorney fj~ ,&-d&,J /)"rl~l il(unw 1\11 :alru iy UJ4rsr Jrrsruts Estate of ..... ~9..~ .... ~.~ .... 9.~~P..2.~.J..J ... JJ.L.................... } N f 19 M D ld .t o ............................... o ........... . late of ............... ~ ..... 9.~~ ........ 1 ......... ~ .. ~ ....................... , Deceased KNOW ALL MEN BY THESE PRESENTS, That we,.~.~~ .... ~.~ .... 9.~.~P.E~.~-~ .. ~ ..... ~~ .. ~ ..... ~.~ .... ~!'.~.~~.~P~.~ .... ~.~9 ..... ~~~.~.~.~ .... ~~-~.~.~ .. ~ ..... !!:.;.~~.~.;~.Y and Guaranty Co. Baltimo~e, Md Surety all of Washington County, Pennsylvania, are held and firmly bound unto the Commonwealth of Pennsyl- . f h f h . d . th . h f Five Hundred D 11 vama, or t e use o t ose mtereste m e estate, m t e sum o ........................................................................ o ars, to be paid to the said Commonwealth, to which payment, well and truly to be made, we do bind ourselves, jointly and severally, for and in the whole, our heirs, executors, administrators, successors and assigns, and each and every of them, firmly by these presents. Sealed with our seals and dated the .. J.?~.h.~ .......... day of .......................... ~g..n~ .......................... A. D., one thousand nine hundred and ..... §.l.e.t.Y..JU.n~ .......................... . THE CONDITION OF THIS OBLIGATION IS, That if the above bounden .............................................. .. ............................................. ~.Q.hP.: ... W..! .... .9.~.~P2.~.J .. ±.a ..... ~~ .. ! ......................................................................................................................... .. Administrator ..................................................................................................... or any of them, shall well and truly administer the estate according to law, this obligation shall be void as to those who shall so administer the estate; but otherwise, it shall remain in force. Sealed and delivered in the presence of: ~tatrmrnt nf ~urrty I, ........................................................................................................................................ , surety in the sum of $ .............................. on the administration bond in the estate of... ......................................................................................................... , say that I reside at .............................................................................. , Washington County, Pennsylvania; that I am the owner of real estate, the title to which is in my own name and duly recorded, situated in .......................................................................................... , Washington County, Pennsylvania, worth above all encumbrances $ .................................... ; and that I am worth the amount expressed in said bond, over and above my just debts and liabilities. Street P.O. S'tat~mrnt nf §urrty I, ....................................................................................................................................... , surety in the sum of $ .............................. on the administration bond in the estate of... ......................................................................................................... , say that I reside at .............................................................................. , Washington· County, Pennsylvania; that I am the owner of real estate, the title to which is in my own name and duly recorded, situated in .......................................................................................... , Washington County, Pennsylvania, worth above all encumbrances $ .................................... ; and that I am ;worth the amount expressed in said bond, over and above my just debts and liabilities. Street P.O. COMMONWEALTH OF PENNSYLVANIA, } SS· WASHINGTON COUNTY, . And now .......................................... 19 ............. comes .................................................................................................................................. .. who being duly sworn, says that he is acquainted with the financial standing of the securities to the within bond; that the said obligors have each executed the said bond and that the sureties thereto are the owners of real estate in their own right of value more than the penal sum of said bond over and above all incum- brances and exemptions. Sworn and subscribed before me this ............................ .. day of ........................................................................ A.D. 19 .......... .. J Co. #1581 ---, No. 63-69-0740 i\~miniBtratinn 1Snn~ IN THE ESTATE OF John W. Campbell III And now June 18 4 ...... 19~ c::n J Bond aP'!ird:Vlld and Lett.os issued to l> r'11 :%I __.., c.n G') c:: c::._ I"' ,.. ... ...,... -(/) c:=: l_ JQ{invWwCampb"ill J.r. D m;..:..: ---;;-·--• ...... ...... COl ..,.._ r-l ~ 0 0 """"'' ~vno ·wAs dn=Hr rttulll i i'i <~'~n -~-~---------___.--------.-----------... g ;.:: ;; =r .: ;:: -"" -o ,..... lj.iseell Marino ~-en ......, rv Register . ~ Bond Book __ _,6!..o3L-___ _ Page_l21 Atty: J5vans, Ivory & Evans ...,.,2 j EFFECTIVE 1ANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) Form No. RCC-62 (7-69) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, j OFFICE OF THE REGISTER OF WILLS County of ... W 9-l=lAi.n.gtQt). ........... . . . . ~.q4r:.W~. ~~PP.e.l,l,, :J:r: •.. · ................... of .~?.7. ;Et •. :Hi.n.G9tt)..~"Y~ti:u.e,. ;LYI.c.OP.nald,. P.a •... (Name) (Addre118) being duly --------~~9E.~-------------------·according to law, deposes and says that he is the _____ Adminis_tr_ato.r. ________________________ _ (Exec., Adm., Legatee, Ere.) of the estate of ___ Job.n.:W ... __ Campb_ell, .. UL _________ whose last residence was --~~_7__E .. ___ L:i.J1C..Q!XLA.:V..e..nJJ_e _______________ _ (No.) (Street) ___ M..cD.onald.._ __ Pa~-----------------·deceased, and that the whole of the estate of said decedent, who died ____ June._2.6., ... 196B (City, Borough or Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TEN.ANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value None Personal Property Died possessed of a causeof action under the Survival Act which was hrou.P'ht at 2493 .Tulv Term 1969 in the Court of Common Pleas of Alle9"henv Countv Followin2' extensive litie-ation. the survival -< action was settled for the amount of $888. 14 in accordance with the Order of Court of Judge Olbum. Copy of the· Petition and Order i'f%, i 'I attached hereto. ~ "TJ!(Il j NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death, Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names in which the account is registered. Jointly Held Property Estimated Value ,.. . . . None I -,. -t ' . t . t . ' ' - Transfet·s within TWO YEARS Prior to Death None That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estate.) are involved, set OR, NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT John W. Campbell~ Jr. father _yes Margaret M. Campbell mother yes - .$- RESIDENT DECE;DENT .. DEBTS AND DEDUCTIONS CLAIMED No;I'E · List first .five items in the spaces so provided observe notations thereon, and instructions. ' DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN .. ~ttEGISTER ONLY Frank J. Nation Funeral Hom e Funeral expenses paid $ 915 00 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • 1 !=l • ....:· nn Counsel fees • I Fiduciary commission • OTHER DEBTS AND CLAIMS ( •) See Note below Robinson's Run Cemete.ry Co. Grave Lot 100 00 -r ., Total 1034 00 Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater .,. I•" th•n th• .,timot.d omount dolm•d '")1?''"· @ // j / Sub~olbod and awmn to"''"' hla · · /f · · · · · · · · · · · · · · A~Y ·ro;,;m;;.{:{t$(:£;:lf.-. · · · · · · · ·······(ji2···· ··· -~ ..... da of/ ..... : ....... , ... ,197/ 711F · kB"~1 d··~ . . . . . . . XlC . L.U..l.l 1 ................... . /8z;z. ~ (Street Num er) .................................. ··~~~~~ ..... Pittsbu.r.2"h~ .. Penns;ylv.ani.a .. 152.19 .. (City or Town and' State) Having been duly sworn according to law, I d certify that the above appraisement is made in conformity with law on this ................... ~_,;:c;b. .. day of ...... ~..-:-"'-'~"'-""'-C.,J .................•...... , 19 .. 1/ ApprRiser In the event that any future 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 TH~ ~EGIST R OF WILLS I, the undersigned duly elected Register of Wills in and for ... 4/-). . . . . County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent, xceT"Rt a . hose items where a greater or lesser amount is set forth in the last column to the right in said schedule above, which greater or lesser a unt r presents the sum a!~ as a _deduct4>n. Dated: ..... J..~ . .f).fX~.'J./..................... . ............. ~ ...... 7.~--'!~~ .. Register of Wills ""' .. ' .... Form No. RCC-62 (7-69) Will Administration !No. · ......... Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF John W. Campbell, Jr. Deceased Late of ..... 1Yl.~l;>.o_:q<:J.~d 1 Pa . . . . . . . . . . . . . . . . . . County of . W.a,~4tr:tg~~>n .................. Commonwealth of Pennsylvania REPORT AND APPRAISAL--·- ... ...---.~ i I .. ~ ::v )> fTl :::0 en c:> c= I -(,j =~ ~~ ~ l~) 0~ ' r ·-i ::;., f- c_ 7"" :~: . \ :·:;, (-.., ' Eric G. Koskoffs-:: Esquire -_,, ~ Evans, Ivory 8: ~v;~ns -~ 711 Frick Buildif.l.fJ:-,.: t-o Pittsburgh, ~1riisytvanie_, 15219 471-3740 -Y ~--.... ,1.--~ t ! ; l .. ---; ·--..