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HomeMy WebLinkAboutOC1969-0862 - ESTATE OF RECALDINIFonn:RCC-2 ·DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE July 2.3."J9p9 . COUNTY ~.~.~.~~~~.?.~. ,~LE ~O...§2.::.99..::.~.9?.. Whereas,Thomas .Rec.aldini late of C.Q:ur.t.;n~y . in the County of Wa.shinfton Commonwealth of Pennsylvania,having died on the 7.t.h day of J..1.ID@ 19..9.9 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W•.R Ch.ane.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 Apprai.ement De.criptlon of A"et Values Made for Inheritance Tax Purpole. $ - PERSDNALTY: 1962 International pickup truck (1/2 ton)350 00 .. 'I'nt.::ll 1')0 00 . T.'C"m ArnT.'.\1 ti:I\I'1\1'-;/ - .. - fonn~;~~fhbl:~::~h~wl>lTla:1~~:'~:;:re~~;~~§~se:n£~;in2 praIser ;;gz;·.Z..~·~~~~::.=~·:~~~~t·).··:.:::·:.·..::.:.....:....·...·.....:,......;~~~~.. (Poll;OIBee) ·WASHINGTON..............................Caunty RESIDENT·INHERITANCE TAX APPRAISEMENT Estate of ...........'THOMAS RECALDINI . Deceased. Late of •d."""'"••••••••••••••G'OV.Bir..N.$.X Datc of Dcath,June 7.~l.9.6.9 . Appraisemel!t Docket Vol.,..3.7 . Page,)./I4..~..7.No 63.~6.9~.8.62 . Filed in Register's Office,July .2..3.,J9 69 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra-isement,. Appeal f1'om Appraisement,. Entered and charged,. " • ~f PETITION FOR APPOINTMENT OF APPRAISER FOR INHERITANCE TAX PURPOSES WHERE NO ADMINISTRATION HAS BEEN RAISED. WASHINGTON IN THE REGISTER'S OFFICE OF ~bANil COUNTY,PENNSYLVANIA To g~§.~.~1J..11?!!g.Q.,Register of Wills:_19.6.9._.. The petition of ~.~~..~::.::~~~~.~~J..~~.t:'.~........respectfully represents: That Th9~?~..g..~.£?!gJ.ni:late of CQlJX.tne~....................................•••.......•....•., .....~~~~.~.~:~.~E:..................~County,Penna.,age ..6.1 years,died on the Ztb ___. day of JJJIle :,19..6.9.....intestate.leaving to survive him ~the following heirs-at-Iaw: J (Name) Anna Ke.ca..Ld.:i.ui.................• An~..g..~.£~1gJ.ni:. (Relationship .....~.P.9~.l?~. •....llaughter••..•.••••••.• •••.D.au.gb.ter.........••..• (Residence) .~.9.K.3.0.8....s:;.Qur.tn~~...P.a•............... .G"&eg.g.•-AvQa.uQ"1_Lig.Qnier~...Ea..•.•• Eo~..J.(}S)..•~U~;j;BE>yy-.,p-aY"••••••••••••••• ._-__-_--_-.---__-------_-.. (Adult or Minor) •••..Adul.t.••.._••• .•...Adu.Lt.....••._ .....A.dul.t.. The said decedent posessed interest In real estate consisting of ..,1l.QD.e••_•••__•••••••••••••_••••••_•••••_••_••••••• ..__-:___--.---_-----_-.----_--._-----_---_-----_._---_._..-. .......~-.......•.._---_-.._.----_----.._- ........................................................................................._,____ _ _ __--__.___ _.. .........._.................•....-................•..__ _- --___-_... ..........................................................................................................._-- -_ _-___-_---_... ...__.~-_-___-... ........................__ __-_-__-___-. situate in _,_ _ ,and valued at approximately $___ _ _.. And personal property consisting of !?~~!:~.~.~.~~.~.~~~~.~~~.<:.~~P.~E~!:!:_._._ . .............................................................-_"!-____ _ _.. .............................__ _l'_______ _ _. .................................._.__ _.._,;and valued at approximately $..15.Q 0.0._.___ . That no personal representative has been legally appointed to administer his said estate,which may be subject to transfer inheritance tax for the use of the Commonwealth of Penn'a.,and that an appraiser of the same should be appointed.The above is stated to the best of informant',information and belief. EVA P.SN .NOTARY PUBLIC LIGONIER BORO,ESTMOREl.AND COUNTY MY COMMISSION EXPIRES NOV.4.1972 Member;PennsylvaniaAssociationofNotaries }~...7~__. _ Address .Box...30B _ _ _.. .._....• Attach schedules where space is inadequate. Now,:,19~,upon consideration cif the foregoing information, .and no personal representative having been legally appointed to administer theestate of the said decedent,as within stated,I Register of Wills of WASHINGTON ~~County,Penn'a.,do hereby designat~, a legally appointed appraiser,,.to make an appraisment of the real and personal property of the said decedent for the purpose of assessing and computing the . ..........................................inheritance taxes due the Commonwealth of Penna. Register of Wills '... :n:0:c:1"1:rt ::;1:(1):0.< ~*'?~;~.'O.:?t'fi~·:'-'. YOUR ATI'ENTI()N IS URGENTLY CALLED TO THE FOLLOWING:By thE'law of Pennsylvania a tax of two (20/0)per centum is Imposed upon the elear value of all property,real or per- sonal,which,upon the dea~h of the owner,either with or without a will,passes to or for the use of the father,mother,wife children,lineal de!llCendants born in lawful wedlock,legally adopted children,children of a former husband,or wife,or the wife or tvidow of the son of a person dying seized or pos.sessed thereof,and also on the clear value of property,passing from the mother of an illegitimate child or from any person of whom the mOlher is a lineal descendant to such child,his wife or widow,and passing from an illegitimate child to his mother-and at the rate of fift6en (15%)per centum upon the clear value of property passing to or for the use of any other person or persons,bodies corporate or politic;to be paid for the use of the Commonwealth. A diRcount of five (50/0,per centum will be allowed on !lny amount (If said tax p.aid within three months of the death of such de!lct'ndant.Should any part of the tax remain unpaid for one year after death,the Law fixes a penalty of one-half (Yz%)per centum per month to be added to the tax for such neglect.. 'fhe real estate statement should contain a full written description of all realty,subject to tax,noting the Ward and Street Number when situate in City or Borough.If said re:llty is comprised I}f lots in any certain plan of record,it is necessary that the dime/l!'lions of each lot.the character of the improvements there..n,and the Street Number be given,if any.Should such reaUy,however,consist of farm land,description must include boundaries,acreage and improvements thereon,if any. This petition should be accompanied by a duplicate list showing debts and obligations of decedent and proper Common- wealth forms RCRI33 or RCRI34. .. r RCCol03 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMEIolT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION "INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDE~TS COUNTY OF Washington This return must be completed in detail and filed in duplicate,with the Re~stetofWills in the County where the decedent resided within one year after date of death,unless an extension is granted by the Secretary of Rev~nue, Misc. being du Iy sworn according to law,deposes and says tha ts,e is the __l:i.S.u11u.T..30Vui..JJl-dwD,J,l8!:T-'S"'-P:l:J-U0wJl""'su:P=---,-_ (Exec.,Adm.,Legatee,etc.) of the estate of __...:Th::.:..::o:.;ffi:::;a=:s::.-R=e..=c..=a:..=l:..:d:;:i:;:n=i::.-Iate of Courtney (City,Borough,or Township) deceased,and that the whole of the estafe of s(lid decedent,who died on ---'J::..u=n=e~7.....,'--"1::..:9:....:6=9"-:-:--_ (Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and Will Admn.No.64-69 19 I,_....:cA:.=.:n:=:n:.:......:R:.:..;e:....c=;-:a-:-:l:....d...,i_n_i of Box 308.Courtnev.Pa.15029 (Name)(Address) J So .(;)0 Department Valuation CAUTION (Do not writ,e in this space) ASSETS (Attach additional sheets if necessary) Description of Asset '( 1962 International pickup truck 1/2 ton Type of AsSO\l: Real Estr.lte,Pers. Property,Jointly Held Prop.or Transfers no Penn~ylvania Transfer Inheritance Tax is due. Sworn.Qt1~scrib'EQ b-efore me the 1'1 of 19~~_EVA P.SNYDER,NOTARY.~P!tlIlJUdli!Jl,4a'4¢~:.d.4ot...::....'-~4e~·--~6oo:l=:Jo.:r;.<:!2:.j~..~..__::S;...l1J..lrt;;Ju.!JJ..·J)J.T...Li.LIn~g;-::S4pJJ.OJJ1U:1S:>Jet::-_ Ll QNIER BORO,WESTMORElJ\ND COIfStllhature)(Title) -,,--~~~~C::::::,,,~~a::.~::!:!:~MYCQMMISSION EXPIRES NOV.4.1972 Personal proper y TOTALS $350.00 .Yeo.00 Amount Approved by Register Amount Claimed DEBTS AND DEDUCTIONS Nature of ClaimNameofPayee REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the above County do appraised the real and personal property as reported in the foregoing schedule at t e value the last colum 0 the right. Dated: Compana Funeral Home Funeral Expenses $1,500.00 /50 6 '00 TOTALS $1.500.00 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed,except whe I have set forth a greater or lesser amount in the last column to the ri t,which greater or lesser amount represents the su a lowed as a~c .':' Date of Approva I:_-7"¥-~...t:.<!~_~~-L.'...L...$L...c-__ Misc.64-69 In The l I '" \, MATTER OF THE APPRAISEMENT of the ESTATE OF THOMAS RECALDINI,Deceased Late of Courtney County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL (J.....; ~;u c:;;~):).;n,~c..o .,(F) .:J:!2 c:~-- Fl '1.2":i::&Fl,?$,r-lc~~ngerry lCKlnger AttoE§ey~~at La~f'tl l?S ;!?:~~s.:_Street t:::7LlgOl:ller ~'Pa 1"St:.S8.u.,~.iJJ•'::::;u .:::r~r.:~f.Q~CI)c ~c:::a, RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of RECALDINI THOMAS (Last Name)(First Name) DATE OF DEATH (Initial) 06-07-69 FILE NO.63-69-862 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:..=:0..L7--,2"",,3c-~6'..L9 _ 06-07-69 ~£~Q~INH ERiTANCEAx A PF'RAISER 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 ter or lesser amount represents the sum allowed as a deduction. Dated:....;0:;.J7....;-..:::2'"3-....;6:::...9~_ VALUE AS REPORTED VALUE AS APPRAISED $$'----------lL-- VALUE AS REAPPRAISED $-------+--o 00 1 500 00 o 00 INVENTORY 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 FOR USE OF REGISTER ONLY Tax on $----------t--2% Tax on $----------t---(..6 Tax on $5% Tax on $10% Tax on $15% Exemptions * Total Estate -l-__ TOTAL TAX COMPUTATION OF TAX $--------1--- $-------1-- $--------1--- $--------1--- $--------+---- $-L...__ (*)-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 :::::::::t===== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $----J AMOUNT OF ESTATE TAX ASSESSED $L- Estate tax paid $l- BALANCE DUE $---ll- Add interest at rate of 6%from t= -------tto-----$-----~ TOTAL TAX BALANCE $--------<PAID $-J 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 t No. IN THE Year """""" MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..THOMAS ·RECALDINI· Deceased .. Late of County of OOURTNEY .. .WASHINGTON .. Commonwealth of Pennsylvania REPORT AND APPRAISAL I R Cc-al (2-64) COMMONWEALTH OF PENNSYL VAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEADE REFER TO J k\TN RECALPINI Informant In Re:Est a te of --'T:..:H;:,.::O::::.:MA=S~R_'RE~.=:.lC~AL~D~IJ.!N_I _ ____---!WuAl.!oSu,.Hu.I..IJID!.L.I..TOlo.LNllI.-County - F He No.63 -69-862 Dear Mrs.Recaldini: You are hereby notified that the original appraisement in the estate of Thomas Recaldini has been filed in the office of the Register of Wills qfWasbjngton County on July 23 ,19-69.Said appraisement reflects the following valuations: Real Estate _ Personal Property ~3~5~O~.~O~O _ Transfers _ Total -..J.3..J-5lo.LO..a.l.OOo..ll.L.---- 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. Dat e ---=Jul=·::.<Y,---=,2",3..1-'-:1:::..9'-'6::...l9 _ DATE OF DEATH:June 7,1969 ESTATE INSOLVENT Note:This is not a bill.