HomeMy WebLinkAboutOC1969-0882 - ESTATE OF WALLACERCC-134 (8-65)
COMMONWEALTH OF PENNSYLVANIA
&EPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SU gJ ECT;fO ADMINISTRATION
j
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TO:_....;;B=E;,..;;.N;,..;;.J..;,;;.AMA=N.:...-..::.F-:..._M~U.:..:R,.;,:,;RA~Y _
5111 HILL STREET
FINLEYVILLE,PENNSYLVANIA 15332
Date:_....::.J7.u::::l:.K:-y---::::l..::.8~,--.:1~9=-6::..:9::....-_
'vASHINGTONCounty _
County File No._
Bureau File No._
We have received notice that,j(~][X~mlt&"fIKIfXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
on Ha.y 33,19.....g.Q.,you came into ownership of certain property throug~UliiX~~YliX~1{ti
~~~~Nx~I!OC~IXOO~OCX transfer from LOTTIE :M.WALLACE,Deceased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The property on which tax is hereby assessed consists of:J t.Bank Acct.#7008 held in the
_WESTERN pENNSYLVANIA NATIONAL BANK,FINLEYVILLE OFFICE,FINLEYVILLE,FA.,
in the names of LOTTIE M.WALLACE,IN TRUST FOR MRS.CATHERINE MITCHELL
and BENJAMAN F.MURRAY.Opened 10-14-61.Balance as of date of death,
_$2,241.32
appraised by the Commonwealth,as of the date of death,at $2,241.32
100 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT
DATE OF ASSESSMENT -!of 2,241.32=1,120.66
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
D If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before Aug.23,19 69 you may deduct a
discount of 5%of the amount of tax due,or
D This tax became delinquent one year after the date
of death of the decedent and,in addition to the
tax,statutory interest at the rate of 6%of the tax
per annum is also due as of *_
19 in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum unti I
paid
1,120.66$-~---=._----
67.24
_____3 ...3.6-__
AMENDED ASSESSMENT
$---------
$TOTAL AMOUNT DUE
APPRAISED BY:~Jf:::'::...'~CL...~~~~~-
~4 $::=:;==========:--
ASSESSED BY :_~~~~:=:'::::!-<~€!E::.ff=.1..---..,);~~A=:::!:~~e:::::s..)~_
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
ac·If,1ft!
,J,t9-~R~
(over)
To insure proper credit to your account
this Official Notice mu'st accompany
your payment.Mai I or bring it to:
~~'f /IJJ..~
AGENT FOR THE t C"!i~i fJ NfAlTH
COURl tW ~t
WASHINGlOfJ1 'Pf.j4i\A.i53tU
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom
you made payment,their official title and the amount.~,~.
Date Paid Name and Address of Payee Official Title Amount Paid
Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
by you may qualify as deductions against the gross value of the property in the computation of tax due.If any
such expenditures meet all of the three following tests,it is recommended that you itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 •You were personally legally responsible for these debts,and
2·You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3 .These same debts are not also claimed,for tax purposes,by an executor,administrator or other
person.al representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
.
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY Of _
SS:
I,hereby certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent,,for which I
was legally responsible and which I did payout of the property herein taxed.I further certify,that to the
best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__.
Si gnature of Taxpayer
REPORT OF 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 listed above in the total amount of $--------co
Date of Approva I:_-,--.-_.-;..;._-..,...,..__...:....._
Register of\Wills
Fonn:RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE .............A~@.~t......+.$~.....19§..9....:...................
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ................W.?:.~h.!.ng~.9..~.................BUREiCu COUNTYOFCOUNTYCOLLECTIONS ...............,
~APpnAISEMENT FILE NO...................9.J..~9.9..::???.......................HARRISBURG,PENNA.77127 ....'"...................
Whereas.Lottie M.Wallace late of Gastonville.....................................................................................................................................................................................................................................................................
in the County of ..............................................~~.~.~.~~~?~.....................................................Commonwealth of Pennsylvania.having died on
the ........................................??....~~.....................................day of ........................J1~y..........................................19...9.9.....seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.......................................................................................................................................,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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
$
JT.HELD:
Jt.Bank Account held in the Western Pennsylvania
National Bank.Finleyville Office,Finleyville,
Pennsvlvania.fn the names of LOTTIE M WAT.LAr.li:IN
TRUST m'R M'RS ·r.A'I'HIOIII\I);'PC:Hll:·.T ANn Dll'lI.Uf,MTN 'Ii'M
MURRAY.,,?()f...f...
I
Total 1,120 66
""
form~;~"fh~:~:~:,w~·/1~~~'~:;:~~~~~=~=~..~;~~l~n~!
~~Z=·~~>;;;;;ds;;:;;i)~:==:
"-
~.._....~(J".....................-iP;;;;....o;;;;i.........................................................................................Penna.
...............
......................WJ\$.tu:~GTON .COU1lty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
LOTTIE M.WALLACE
Deceased.
Late of
.....................GA9.'r.QNY:r.:fJ..¥.
Date of Death,J1aY 23,,,.l9.9..9 ..
Apprat"semel!t Docket Vol.,.3.7 ..
Page,;<..¥.;?..-:7.!..No.~?~.§.?~?§?..
Filed in Register's Office,Aug:u.$.t l$"J9..6.9..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal ft-om Appraisement,..
Entered and charged,..
.J'
~{
RCC-134 18.:,65)
COOiiiONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
/
OFFiCiAL NOTICE OF INH ERIT!>,..NCE TAX
APPRAISEMENT AND A~Sf:SSrv\ENT OF
ASSETS NOT SUBJ ECT TO ADMINISTRA TIOH
TO:~ms.CATHERINE MITCHELL
CHESS STlmET
NEllY EAGLE PENNSYLVANIA 15067-------..-.:;,-------------
Date:July lR,1969
County 1'lASHINGTO:t-J
County FiIe No.--:::-=-_
Bureau File No.&3 -!of-ftf,(~__
We have received notice that,a:s\a:Ie·5li1J~CfKe1MaIll{o::er\'yy\'"v'Yyy"'1';'"YYYYYY""yvy\'"yyvy'{-'.'vyv'.··.-"
on---1!,sy 73,19-£.9,you came into ownership of certain property through ~Ut~t~~t~.!'l~~j,Y..2!Ebjp.~~E~i..c:E~
......J·.....'fclrm'er!v 'nW'H'e,d"bwth"e'd"'crertel'l't'l y .f ••T'..~&~•.u .....J~_'!.:.~L_~_L.)JA..~"40 ••1..~"....~~L..~....transfer from LOTTIE l·l.,1vALLACl:..,Deceased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The prul',.-ly !.,>11 which tax is hereby ass.essed consists of:Jt.Ba.nk Ii.cct.1/7008 held in the
1;lESTERN PEKE'iYI.,vANIA NATIONAL nANI(,FINl.EYVILTE ~F'FF;E P:\
in the names of LOT'iIE }f.h'AtLACE ,IN a'!{lIST FOR FRS.C,;'-rT-m:-HW;;\fTrrCl-p;;T T
a.nd !3ENJAHAN F.}iUlUl.'\Y.Opened 10-14-61.nALAKCE AS OF DATE QF l)EATI-;t
$~,241.3?.
appraised by the Commonwealth,a's of the da.te of death,at $2,241.32
100 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSE.SSMENT
DATE OF ASSESSMENT!of 2,241.32=1,120.66
.TAXABLE AMOUNT $__]_"_,1_2_0_._6_6_.
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
AMENDED ASSESSMENT
$------,
D If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before Aug.23.19 £19 ,you may deduct a
-discount of 5%of the amount of tax due,or
o This tax became delinquent one year dier the date
of death of the de'cedent and,in addition io the
tax,statutory interest at the rate of 6%of the tax
per annum is also due as of *_
19 in the amount of
*/f the tax is not paid by the above date additional
interest is due at ·the rate of 6%per annum until
paid
_____.3 ~_33 _'.2..-;;~::3 /_____,,:-_..t:...:::~.:...__
$+€i-;-'2'::~-$(j//,;';.r7 YPre')r /-•.(.'-
ASSESSED BY:~f'A..<-,L<--<)
(Agerait for flF'Commonwealth)
APPRAISED BY:
TOTAL AMOUNT DUE
J'Y/!LL~(Inheritance Tax Apprtrr)
INSTRUCTIONS TO TAXPAYERS
fo3~G?-Pld?
~4 cJ .:n:;g'.5%
{over}_
'.
To insure proper credit to your account
this OHicial Notice must accompany
YOUl ~·HJyment.Mail or bring it to:
"R~[r AU.~
kt1EiH fOR THE COMMONWEALTH
COURT HOUSE
WASH1NiJTON.PEt4NA.15301
r
Fonn'RCC-2 -
COMMONWEALTH OF PENNSYLVANIA DATE ........................!l.Y.J.y.....4.9..,.....J.9.Q9.......................,.
DEPAR'PMENTOF REVENUE RESIDENT INHERITANCE TAX ........................W..~.~h..~gt::9..D...........~COUNTY .................BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127 APPRAISEMENT ,..
FILE NO..........................9..3.~.6.9..=e..e.~.....................................
Whereas.........................................~Q.t.t..i~..J1.!....W.~l+.~9..~..................................................late of ......................................F.m.e.l.y.vll#).e...................................
in the County of ........................................W~.;:t....:j,..ngt.QD...........................................................Commonwealth of Pennsylvania,having died on
the ..........................................?J......:r.~L..................................day of ............................Ma..y........................................19.....69.•seized and possessed of 'an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore.I,....................,.................tr•.R.•.....C.ha..ne.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 appraJsement:
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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purposes
$
JT.HELD:
Jt.held Bank Account held in the Western Penn.
National Bank,Finleyville Office,Finleyville
PennsY'lvania,in the names of Lottie M.Wallace
In Trust For Mrs.Catherine Mitchell and Benjamin
F.Murrav.(Mrs.Catherine Mit.,.hpll's 1/2 of the
Bank Account amounts to 1.120 66
,
.
Total 1,120 b6
fonn~;~hbl:~:rh~w<>rl1ac,zrl'lla:.~a~o~e~~~~~t~~~:=e:t~~~~ny~
Appraiser
<..............·..··......·....Z ..·......7::....·..................·......·..··........··....................................~~r""i.-;.;="·········.·······.···········...·..Penna.
............WASHINGT.CN.....................CoU1")'
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
LDTTIE ?-1.WALLACE
Deceased.
Late of
FINlEYVI LLE..................................................................
Date of Death,~~y.?:3...~~2§.9..
Appraisemel!t Docket Val..,.••••••••••••••••••••••••••••••u •••••••••••••
Page,No•........93..~6.9.~.e.$.~..
Filed in Register's Office,4lli:Y '?.9.J 19 9.9.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal f,.om Appraisement,.
Entered and charged,.
l
l
L3
I
"
LAST WILL AND TESTA~EN~
I,LOTTIE WALLACE of Gastonville E Union Township,
Washington County,Pennsyl vani a,b~t ng of alound mlnd and memory,
.:.'
do make,publish and declare this my Last W~ll and Testament,
hereby revoking any and,all wills heretofor~by me made~
FIRST:I direct all my just dq"bts a.nd funeral
expenses to be paid as soon as conveniently'may be·done after m:r
decease.
SECOND:I give,devise and be~lleath to my husband,
ARCHIE WALLACE for and during his life g my bouse and lot at
""Gastonville~Union Township,Washington Co~nty,Pennsylvania,that
I bought prior to my marriage and which is of record in the
~Recorder of Deeds Office of Washington County,Pennsylvania,as,:
Ii
!'the pr'operty of Lottie Murl"ay"
THIRD:I give,devise and be"i'lUeath to my daughter,
CATHERINE MITCHELL all my jewelry,clothing and electric sewing
"j:';machine.
"I.
FOURTH:All the rest,.residue and remainder of my
estate,personal or real,I give,devise ana bequeath to my
children,Catherine Mitchell and Benjamin Fe MurraYt share and
share alike.
FIFTH:I hereby nominate,con~titute and appoint
.Catherine Mi tehell to be the executrix of t~his my Last Will and
Testament and further direct that·no bond :s2ball be required of her ..
IN TESTlIImNY WHEREOF,I,LOTTIE tli,(ALLACE,have hereuntotit.
set my hand and seal.this 6()~day of M!u'ch,1952.
;t~t:.l-v!3l!£0!::.~(SEAL)
Signed,sealedll published and declared by the said
LOTTIE WALLACE to be her Last Will and Tast:ament in the presence
of us who have hereunto subscribed our names at her request as
witnesses thereunto in the presence of the said testatrix and of
each other.
OFFICE OF THE REGISTER OF WILLS,-
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.
EF'FEC'l'IVE JANUARY 1.1982.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)/.~3--~'1-y;;~
, ".3 7 -.;2 c/;;z.~51'
\'1ASHINGTOJ.County of .
Catherln3 t.11tohell HGtJ B$81e,tsooh1nston Countl,Pa................................'of .
(Name)(Addresa)
.0t10m..BDcutr1xbemgduly.accordmg to law,deposes and says that he IS the -----
(Exec.,Adm.,Legatee.Etc.)
Lottie tJal1ace .Oastol1\71110,Union fo:.1hOh1P,of the estate of .•---._whose last residence was ---·(NoT------------------------(s-t~ti----------------------
Pa.·.,_23..1969___________________________________________________.deceased,and that the whole of the estate of said decedent,who died _
(City.Borough or Township).(Date)
.onsisted of:
REAL PROPERTY
REAL PROPERTY IN P'ENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES 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 that certain pieoe or parcel of land 8ituate in the Estimated
Value
Vl11age Or Gastonville..Union TownShip"Washington County..Pa.
Slze:45 feet by 104 teet by 115 feet by 26 feet by 160 teet bY
130 feet
Also all the right..title interest,property,estate,claim and
aemana wnalisoever 01"line 5al<1 partles or tne t'lrst part nereor,or,in and to a strip or ground Eighteen 18 feet wide
Said traot of land beirut more narticularlv described in Deed BOO}
Volume 579,page 289.
J ...,I135~/
/1 ~Y-=k'1/iCY '"
\.//),-3,500.00
I
Personal Property
NONS
-
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,
"'~'>"'»~~-'.~.'~">-»'-""'-~'---'----------------------------"",,,-'-''"'''''"-''''''''-'--''''''''-l
Jointly Held Property Estimated
Value
0 ,U ~UB ..-"'-»~.'~,.-
-
Transfers within TWO YEARS Prior to Death
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
RELATIONSHIP SURVIVED AGE OF LIFE
BENEFICIARIES AND ADDRESSES (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
AJ'Cft10 \1011ace bUSbanc 1es lIte estate............._......,,'"...._...'---"',penn8ylvaft1a
CQt~r1ft3 RttohOl1 ..
Cheaa and ta!:tnJllt_dt\UShter yea 1/2 :remalnder-Net"scala,'Pa..._
san3aUl1n,•f.1urrar Don JeB 1/2 roGtl\lndGI'
RESWENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
l'l'0TE:..List first five items in the spaces so provided,observe notations thereon,and instructions..
_.D~E:::.B~T_O~R~C~L:::A..::I:::M=____•.__',-__.__----=N.:..::A:.=.T=-U=-::::R-=E_O-=...=-F-:S=.::A.::.:M=E ---,-----'A:..::..::..:M:...::O--=U:...::N-:T=,----iRTHIS COLUMN
r-KEGISTER ONLYB~ard B.GQI''''l'Uft.H0&S3 Funeral expenses paid $1.,09*!JO $
~eS1ster of Wills,probate
Familyexemption (will not be allowed unless
decedent died residing with a spouse or children.)
of willAdministration Expenses *
Counsel fees *
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
Total $2,334 00
15061
(Street Number)
(City or Town and State)
Co-~c.--..-r-f)/J /7
.............................
(Executor-Administrator)
CheSS and Main St"$'
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oj·debt is greater
01'less than the estimated amount claimed and allowed.
Subscribed and sworn to before me this IS .
··~·E.~·········'.197D
.................................................'~lll!:·t~'{IDir
se-J!dx:'l lla!SS!l:JlllO~KT!J.~,"0:"1 !!G'~~!'ISl:!;\';ltat;u5uouoW
J l.,m~cN 'f'!)';Jill:'!'3 tlOHlVW
in conformity with law on thisHavingbeendulyswo~.Jccording to law,I do hereby certify that the above appraisement
...,/?(~day of ..,.~4:y'..,.",..,1
V ~·L ~I.-c:;(,../~"--'Y"A "."A..c/e .....V'A·ppr-ilisel'
In the event that any future interest in this estate is transfelTed in possession or enjoyment to co raj heirs of the decedent after the
expiration of any estate for life or for years,the Commonwealth hel'eby expressly reserves the right to appraise and assess transfer"inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF T~E'pISTE
I,the undersigned duly elected Register of Wills in and for..L~.'::::'.~..~.~.~..,...~~'/'~'1':...,....,.-:County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by depone ,xcept as to those items where a greater or lesser amount
is set forth in th~last column to the right in said schedule above,which greater or ser amOUR re resents the sum allo~as a deduction.
Dated:.~~....../51.../gZo................{............~?J~..
'-../Register of Wills
!J
Form No.RCC-62 (7-69)
WillAdministration }No....0 •••00.Year 00'0"'
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
• 0 k~.~o ~~~~~9~...0 ••0 ••o,0 o.o •••
Deceased
Late of 0 0 •~A~rr.q1.WILLE.....................
County of '0 WA-SHINGTON.........................
Commonwealth of Pennsylvania
\.
REPORT AND APRcRA4&AL
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RCC-Bl (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
CATHERINE }UTCHELL
(Executor~)
IN YOUR RBPLY PLEAOE
RBPBR TO
37-242-4
I
In Re:Estate of -=L:.>:::O.;T..::;"TIE=.'...:\IJ,:.:.A:=L;:::LA=CE=--_
______W.;.;;A;.;;;;S;.;.;'H;.;;;;I;;.;.NG;;.;'I;;.;;'O~N County -File No.63-69-882
Dear J.VIrs.Mitchell:
You are hereby notified that the original
appraisement in the estate of Lottie Wallace
has been filed in the office·of the Register of Wills Qf Washington
County on Ha,y Jl",19.1Q.Said appraisement reflects the
following valuations:
Re al Es tate 3:.1."""5...;;;00..;..:..00;;;.;;..__
Personal Property _
Transfers _
Total ........---3.L,i,"""5~Q'-lolQ:.a.e .....OOlo'--
As to such tax that is paid within three
death,a five (5*)percent discount is allowable.
remains unpaid after one year from date of deatn,
of six (6*),percent per annum is charged.
months from date of
As to any tax that
interest at the rate
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date ...;l::.:;:1a::lWyi.....::14:::;t"Z,.•...;;l~97~O _
DATE OF DEATH:~1ay 23,1969
Note:This is not a bill.
Signed aJf Cf:J,?k-~'P
Title WeRt C~Y,C :APPRAISER
Ct.-"39 (5-·66)-.'COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
..
SUMMARY
Estate of WALLACE,
(Last Name)
LOTTIE
(First Name)
_____DATE OF DEATH
(Initial)
5-23-62 FILE NO.63-69-882
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".
05-14-70
05-23-69
Dated:___-"c.<-.=::J'-'::-"-_
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...~~h _
Dated:05=14-70 /'/?~
REGISTER OF WILLS
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 1,166~1,166 00
VALUE AS REAPPRAISED
$-------+--
Valuation of life estates or
$
l=
$
$
C
$
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
COMPUTATION OF TAX
$---------+--
$...Joh.L;/-.q+:q;zu...h_
$---------+--
$-------l---
$---------+--
$=====1
$------1
$=========
___--11-
TOTAL TAX BALANCE :-------l~
PAID $....IL
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 _
AMOUNT OF ESTATE TAX ASSESSED $-----
Estate tax paid $_
BALANCE DUE
Add interest at rate of 6%from
------Ito-----
TOTAL TAX
FOR USE OF REGISTER ONLY
Tax on $----------.,....,.-t--
Tax on $1 166 00
Tax on $------
nxoo$lK
Tax on $15%
Exemptions '"
Total Estate -I-__
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration (No.
IN THE
Year ..
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
LOTT ill TdALLACE
Deceased
:J
..
".
.,.
Late of .
County of
GASTONVILLE
..WA$HJ:N(}TON
"
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
..
,.
I.'
r
Form RCC-2
DEPAR1MENT OF REVENUE
BUREAU OF COUNTY COLLECTI0ll!S .
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE Ma..Y J.4..L +.97.9..
.C9~NTY ¥."a.:~!.?:.J:l:.~~.?Y.J:.
FILE NO...Q.3.::::.9..9.::::.$$.?..
Whereas,:L..9.tt...:i.~W~J.:t,~9..~late of 9.a.:.~.~.9.!.1v.:i:.~;L.~.
in the County of W§§.mngt.QD.Commonwealth of Pennsylvania,having died on
the ?3.r..q day of k1wr.19 9.9..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W.~.F.~.~G.h?n.~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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purposes
$
REALTY:
All t.hat cert::rin niece or n::lrcel of land situate -
in the village of Gastonville,Union TO"WYlship,
Washington County.Permsvlvania.Said tract of
land more narticularlv described in Deed Book
Bolo 579.nae:e 289.3.500 CO
I
Total 3.500 00
I
I
I
I
I
fonn~;V~~hbJ:~::~h:Sw<>l"l1a/~~la~.~:;:re~~~Y~;i;~b~~§IS7~~~e
ApprU8er
(JJ·········Z····~······················..····..···....··..··.....................................................................mb and Street)
..........J'&J~'.................................................................,Penna.
(Post 00".)
....WASH.lNQ'rON ....County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
LOTTIE v-JALLA6E
Deceased.
Late of
GAST.QNV.lLU;.
Date of Death,M9..y 23.~..196.9 ..
Appraisemel!t Docket Vol.,.2.7...
Page,?4.?:~4 No ~J.::.9.9.::?$.?..
Filed in Register's Office,J19y J4...L 19 7'O.
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut A ppra.isement,.
Appeal f,.om Appraisement,..
Entered and charged,.
~
~