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Home My WebLink AboutOC1969-0886 - ESTATE OF HOLDENRCC-I03 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMEl'!T OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF WASHINGTON } This return must be completed in detail and filed in duplicate,with the Register of Wills in the County where the decedent resided within one year after date of death,unless an extension is granted by the Secretary of Revenue. Will 6 Core Street, Admn.No.19 1,---..JM=a..LnL.l:e:::"'].L.')Ll~a-LH;uo-?1.u.dd.s:ean~W~i....ll...llI...1.L.·agml..ll,h;SL-__of _....!.WL.!a"'"s!i2£.!h""'i""'n~g~t,!;=¥o'!-'n!""J,l.-;-'P~e""'n~n.!..!s2.,y.r-..=l~v:...!,a~n~1=.'.!::!a,--_ (Name)(Address)Misc. being duly sworn according to law,deposes and says that he is the --=l=.;'n~f~o~r~m~a~n'7t~--__:_--------- (Exec.,Adm.,Legatee,etc.) of the estate of _...::G:,,:i=..,:u=.l=ic=a:..-....,;H=o...::l:..;:d::..;e=.;n=-=----------Iate of Washington,PennsyIvania (City,Borough,or Township) deceased,and that the whole of the estafe ofs9id decedent,who died on_~MLi:a~y{._..Ll-l-,-----:1~9~6..J.9~---------- (Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and.. no Pennsylvania Transfer Inheritance Tax is due. Department Valuation CAUTION (Do not write in this space) Informant Estimated Market Value a In l,.'V '1 •1;s!GfS'llissiOn Expires January 11,197' (Attach additional sheets if necessary) Description of Asset Type ~sset: Real Est te,Pers. Property,Jointly Held Prop.or Transfers Sworn and subscribed b fore me -+I--+---hf-19i:L Personal Property Personal Property Personal Property Metropolitan Life Insurance Policy No. 124847289 payable to estate or individ- ual paying funeral expense.Paid to Manelva Holden Williams Mellon National Bank Check No.0066404 Mellon National Bank Savings Club in the name of Mrs.C.W.Holden $298.63 150.00 89.00 Jointly Hel Property Mellon National Bank joint savings account in the names of Giulia Holden or Manelv Holden Williams.Account No.2350. Balance $1,587.59 at death.793.80 TOTALS $1 331.43 Amount Approved by Register Amount Claimed DEBTS AND DEDUCTIONS Nature of Claim REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointeCl Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the values set rth opposite eac .em in the last column the ight.~~~ Dated:Y GrahamP.Cowieson Funeral Home Funeral expense $1,600.00 Forest Lawn Gardens, Inc.Interment expense 100.00 Ambulance and Chair Service Ambulance to hospital for deceden 23.00 Berman and Smith,M.D.sMedical expense for decedent 30.00 ..: 20.00.'~f. (All of the above expenses paid -, by Manelva Holden Williams,.",.>:~'l~ daughter of the decedent)~~~~.~~.~.~~_ TOTALS Funeral ServiceReverendKing REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed,except where I have set forth a greater or 'jsser amount in the last column to the rig ,which g~eater or lesser amount represents t e sum lIowed as a ~ion. Date of Approval:d CY '76/. Register of Wi lis ,'_J!.J~.,-,'~;l"r',:lV,tn"I;;rl")':.l 2j";3(:Ci(1 ;':":lIZSq =iO "I', ,_._.._--\~,.- ..~.)..~'...., {)·t ~'):..... ,1.1,. l' ';"'.: )".,10 .. ~,.~-,n". :'J 1 I ."\';1tH'".:\ Col':J>r r-c...II) o.- •tA) I:'..ng III..c.. •'.:J>~.J;c.._. 3 = zo. ·~"'J'l,..~,l,.'}.'~(t;\.J""))',~{..::""t,·t~?~~r..~:~;1...;;I,"T'q('''(.,...t..-~~nntJl$rfn!b"j.hH(.~qq!J 11"~',,·.·1,·':'tn ~t,••l (/~.o~r!.\.I:t'··!:f1';.J '.)!I..,:~-:tH,:"(.ti--:·~"nj1 ~~1 :1'bf""th.,c".~:"'{t~-:,C'£O'$G iDtH~a1':':"'~b\ti..'t··-'J:",~L 'C:-( .trl~h 5":1 -,'Ii,'.,,'....II '\.I";.'t"~J ••,'....-'~r'.'-r , l (,I,1 (,'fi__•__•ol._ .••.__._.__~;.:.,:"..::.":::;:=::=:"'~_.7":""""'::'·':''';''••;;.::,-., .. ! i ',.."1 I .."r~'----"-1'-----_..._..._--. II I I II!I i ,.,,( l'~.I ,. <':.J.J >1 tr:••~j!',"'\1 ..~flJit"t'\c:.i·~f -,- tr ;"'"-.-1+"J-;t~-.•:t.,.'t'rI !'j~'t ~h'\l :~,~0 c-ti ~.,~'rl C.:I l";rr ~----_..~-- '1 ,r'to ~,;J1~,i~.,q :1:';'F:!T2r):;5i :d1T '){\f)HYfH1 \(j:~'i:'~:~'_~dr;~fi~l'"".l~h~o I\!~~q'.!J 1\.\"9t2~t?-Jn h'::~)e~J ~;llb b~!,....!~i',~br~;...}n~, ,_,t "".·•.:.\".·i j•...··,:'ol~.t,fb~-ft·:;,~nn:;.\rlt.lit1t·l0ttJ....i:~t~~J0l1t,;·ttJ~?n(c Itt "Jb.~b ,.):..~;·'ti~~,.~..·,·I·l~~t1~"Jnt"\'?'!.',;!,....l ,··:L)~,q ~.}i,h",trl~i!';...r~t ot n(l~'--1'~'~~'',.~.::-.-'f~'l{ RCC-134 (8-55} COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ,. OFFICIAL NOTICE OF INHERITANCE TAX .APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:MANELVA H.WILLIAMS 4 CORE STREET ___~W~A§HINGTONt PENNSYLVANIA 15301 Date:~JL.JuoAJn~ew.....S"4-'-..1.J.9~6~9~_ County W_A_S_H_IN_G_T_O_N _ County File No._ Bureau File No.---.;.~- We have received notice that,UXKnOOX~XXXXXXXY..xXXxXXXXX~XI~ on MAY 1 19~you came into ownership of certain property through ~¥JF.~ ~~~transfer from GUILlA HOLDEN,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 ass.essed consists of:Jt.Sav.Acct.#2350 held in the MELLON NATIONAL BANK,WASHINGTON OFFICE,WASHINGTON,PA.,in the names of XXlHX GIULIA HOLDEN or MANELVA H.WILLIAMS.,Opened 7-1-60.Balance as of date 'of death,$,:1.J-,5::..;8::::..;7:...:.:..;:5:..::9:.....-_ appraised by the Commonweahh,as of the date of death,'at $1,587.59 50 %of th is amount is taxable at the rate of 6'% ORIGINAL ASSESSMENT •AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Aug.1 19 69,you may deduct a discount of 5%of the amount of tax due,or o This tax became delinquent one year after the date of death of the decedent and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *___ 19 in the amount of *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid 793.80$-------- 47.13 _____2..J.B_,__ $-------- --, ! r r [I i, !I TOTAL AMOUNT DUE $47.63 $============= APPRAISED BY:~~~~..A~~~#:::::ASSESSED BY:~L£~.-<.,l (Inheritance Tax Appro'r)(Agent for the Commonwealth) INSTRUCTIONS TO l'AXPAYE~ Make checks or money orders payable to: .(over) To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: ~'<'''.\• .I ,,~.~•i I.j 1c,':UItH-".'·_·1'f'I.\I;~~,\",f.I~.,','. AGENT FOR THI1 COMMoHWiAirUI .COURT HGUill . WASUIHQTOH,PEHNA,Ui301 ",• R CCoB I (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT MAl\IEI.VA Hill,DEN v,'I TJ ,IAMS IN YOUR REPLY PLEAOE RIIP'IIR TO J Infonnant j In Re:Est ate of G:....:I_UL~I:..:.A__=_H;;.;:O..;;;:ID~EN _ _____--...:.:W,;.:A:::::SH;.:,,:I::.N:.::G.::.TO;:;.:N:.:..-County -File No.63-69-886 Dear Mr~.Williams: You are hereby notified that the original appraisement in the estate of Giulia Holden has been filed in the office of the Register of Wills qf Washington County on .July 30 ,19,.62..Said appraisement reflects the following valuations: Real Estate _--'-,..,...._ Personal Property __~5~3~7~.~6~3~__ Transfers .....7~9z..3l..j.~8~0'---_ Total -=l~,3.J...3~1"".L.!::4u3~_ 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 ....::J~ul=:::y.z.......3:!.::0:..l.,......::.19L:.6::::..9'--_ DATE OF DEATH:May 1,1969 Note:This is not a bill. I RC.C-39 (5-68). COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of HOIDEN (Last Name) GIULlA (First Name) DATE OF DEATH 5-1-69 (Initial) FILE NO.63-69-886 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". 4'dL~jt'~~INHERITANCEl':x APRAISERV'. 07-30-69 05-01-69 Dated:-----'--:::_~------ 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.,a deduction..~,,/7 C),U"~..." Dated:07-30-69 ~~//?,p'~ 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 VALUE AS REPORTED VALUE AS APPRAISED $$-----~'--- _--_-....I.-E=st.=..:ate InS)1vent VALUE AS REAPPRAISED $-------+--- Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $-----------i--Jk nxoo$~ Tax on $5% Tuoo$lK Tax on $15% ~~ptioos • Total Estate -I-__ TOTAL TAX COMPUTATION OF TAX $----------1-- $----------1-- $--------+--- $----------1-- $----------1-- $-----_--1._- (*)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 $------IL- Estate tax paid $~l_ BALANCE DUE $~~ Add interest at rate of 6%from t= -------4.t'o-----$---------l. TOTAL TAX BALANCE $-------..-1 PAID $-J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration (No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF GIULIAHOLDEN . Deceased ~ Late of . County of .WASHINGTON . ........WAS.~UNG'l'QN ~ Commonwealth of Pennsylvania REPORT AND APPRAISAL ., '\'., qEPARTMENTOF REVENUE BUREAU OF COUNTY COLLECTIONS, ,HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DJiTE JY.J.,y....3.Q.,J.9.9..9... COUNTY ..,w.9.:.~.J.ng.~.n ,, ,.." , FILE NO 9.~..~9.::.$..$..Q . Whereas,~Gw.li.a HQ.l."q!?J.l late of Was.hington.. in the County of ~~.~.~~~~.?~Commonwealth of Pennsylvania,having died on the l st day of May.19 6.9,..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.•R C.b.a.ney.,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 I Description of Asset Values Made for Inheritance Tax Purposes $ j JT.HELD : M",lll'\1"'l l\T<>t.;I'\1"'l<>l "R~TI k ;(');TIt o:::~'\riTlD"O:::;TI t,hp nanes of Giulia Holden or Manelva Holden Williams ?91 80 PERSONALTY: Metropolitan Life Insurance Police 2S)jft 298.63 Mellon National Bank Check No.0066404 150.00 Mellon National Bank Saviru!s Club 89.00 537.63 537 63 .. Total 1,331 43 'r.'n<n •nT'"TNffiT.VF.N'T' I . ! fonnf;~bbl::::%:,w<>rIl~e<:<l::r$51~:~.~o~e~~:~~t~":~?:":~~.~~ A alBer............·....··......·..Z ....·~·~..·..·......·............·....·....·..·..·........··.................................. KUjber and Street)~'~...{j ..::..............................................................................Penn•.7~(Post Office) ". ............"...WASHINGTON...............................COU11!)' RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..GJVLJA...HQLPEN... Deceased. Late of WASHINGTON Date oj Death,.J1.!3.-y J::.?J::~H>.9.. Appraisemel!t Docket Vol.,3...7 ;.. Page,ll/...1...~.S No 6:b..69.~.88,6 .. Filed in Register's OJJice,July.3Q.~.19...6.9. Amount of tax due,$.. DEPARIMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.zit Appraisement,.. Appeal j,.om Appraisement,. Entered and charged,.. ."