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Home My WebLink AboutOC1969-0905 - ESTATE OF TOTTERDALEAffihtlutt .'(@f 1£xrrutu(®r l\bmtntatratnr ~ttttt uf ·'tttttnyluttuitt l <!tnuttty nf IIttn4ittgtntt )nn: Personally before me,the undersigned authority,a N9t9.r.Y..P.~L~.U.<;:in and for said County and State,appeared LouIs.-WjJliam..T.ott.er.dale.who,being duly sworn according to law,deposes .and says that he is the Rx~i~~~xof the es- tate of LucjJle.Iatt.erda.le __deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of L",,~.i.!J.e.IQ.tt.er.Q.g!~, deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal 'estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named EXIlCllOOcx Administrator. Sworn ,.b"rib,d b,/e","",h;'.1 1,-/~_.t£:.d~~&~~~..~~.....··.····~.·:.:·:,·.·:.....:·:.~Z................r o "~~.InformantcTl'.~.~(g..f/£~ \:VELYN·...'ton (..J...c.•\Ow ,•C Canonsbu,:,.;".,iJ>;~:R.MClr~h to.191.,.ADDITIONAL INSTRU TIONS My Corr:t~!>s,oAn inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets.. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies and 2 RCRI-33, Over $10,000,including Copy of Will;'1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. .REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 ittuttttnry ttub .Apprttintmttttof the goods and chattels,rights and credits which were of ~~~.i.l..I.~..I9.tt.~r.q9!~late of .:.~.gf.l9r.~~.y.r.g . Washington County,Pa.,.taken and made in conformity with the above affidavit. j PERSONALTY None REALTY -, ALL those certain two lots of ground situate'in the First Ward of the Borough of Canonsburg,Wash ington County,Pennsylvania,being known ansdesignated as Lots No.308 and 310,Block 17,in the Cecil Improvement Company Plan of Lots known as Plan No.1 of record in Plein Book Volume 2,page 151,Washington County Records DOLLARS 3,500 00 CENTS I \ '"rl~~ .....;:l.....<:!Z '":r-;:l....:c ~c"'t~()~.-t%1 ;0:r-;:lt:r-t%1 ~:m c:n ~:-1 '"1~~J"~O '"1 ~:-1 t%1 ~.:-1 "":m 0 ~:::::0 '"rl '"....:0 ;:l \l):».... :.....om c::c <:)cn «-J c... CV)z-J 0:::3=<:)::::<.0c..::E ll..:<:..00 0-I a:I--1 lU (.,?-·u wL'I-Zc.::>(l)(/)_J :::;::)(f):I:oc::=><..?(J) a:::w <r;c:n c::SLLc..o.. .. , RC Cot 03 (2-64) COMMONWEAL TH OF PENNSYLVANIA DEPARTME"!T OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INt1ERITANCE T'AX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF Wash ington J 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 dote of death,unless an extension is granted by the Secretary of Revenue. Will Admn.No.19__I,_.....L=0=u-'-'is<----'-W'-'i:-'":ll:...:.i=am:.;.:-T-'-'0=t...:..te=rc..:d:..;:a:..:,.le;::;,.·of 609 Euclid Ave.,Canonsburg,Pa, (Name)(Address)Misc. being duly sworn according to law,deposes and says that he is the_'-'.in'-'.f..;:.o....;rmc:.:..=a....;n....;t---==_-----:--;----:---:-,.- (Exec.,Adm.,Legatee,etc.) of the esta te of _....;L:;u:::..c:::..i:...:.I..:.;1e:::......;Tc.::o:.,:.t..:.;te=rc.::d=..=a::."l..:::e 1ate of Canonsburg,pa. (City,Borough,or Township) deceased,and that the whole of the estafe of s\lid decedent,who died on __....uM..I.la..,y~I.L9+;1::"1'-'9~6LJ.9'------------(Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and Type of As!:et: Real Estate,Per~. Property,Jointly Held Prop.or Transfers ASSETS (Attach additional sheets if necessary) Description of Asset Estimated Market Value Department Valuation CAUTION (Do not writ.e in this space) $3,500.00 I 7'/,,,.-;-/'"'r ..."LJ 6 -,j I (~-I:~'\, ALL those certain two lots of ground situate in the First Ward of the Borough of Canonsburg,Washington County, Pennsylvania,being known and designated as Lots No. 308 and 310,Block 17,in the Cecil Improvement Company Plan of Lots known as Plan No,I of record in Plan Book Volume 2,page 151,Wash ington County Records. -'.. Dt''-../.-- $3,500.00TOTALS REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointet!lnherltance 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 stWforth opposite each item in the last columJl to th,;!ight./~.J ~.~~,R-4 D~h~ Dated:\./P'~../d.~-'---'/;;7'?~C-Inheritance Tax Appry(fser 01'1 \ Name of Payee "y 'V DEBTS AND DEDUCTIONS Amount Nature of Claim Claimed Amount Approved by Register Louis N.Sollon Funeral Home Oak Spr ing Cemetery Co. Oak Spring Cemetery Co, Haslip Monuments Malone's Flower Shop Dukis Grocery Store M.E.Kusturiss Malcolm L,Morgan,Co. Treasurer F.J.Buckley,Tax Collecto Louis'William Totterdale ..- Funeral expenses 1,253.00 Cemetery Lot 265.00 Opening Grave 75.00 Monument 1,240.00 Flowers 125.00 Food for guest 140.00 Attorney's fee 50,00 1969 County tax 41.89 1969 Borough Tax 64,23 Family Exemption 1,000.00 TOTALS $4,254.12 / \' 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 lesser amount in the last column to the right,which greater or lesser amount represents the sum/I 0 ed:s:de~uct~..... Dot.01 Appmvol,)~Lh<-.'/J.,dc;-?'•.,c >£C.IJI~I /_Register of Wills R CC-BI (2-64) COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ,.0 INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT LeUIS WILLIAM TOTTERDALE (~~PlAa:m;~· IN YOUR REPLY PLEADE REP'ER TO Informant J In Re:Estate of L_U.,;..tt_I_L_LE__T_OT_T_lli1._D_AL_E_'_ _____VJ~A;;;.:SH;;;.:I::.:.li,;.;.JG...;:,TO.;:.;N~County - FHe No.63-69-905 Dear Mr.Totterdale: You are hereby notified that the original appraisement in the estate of·Lucille Tot terdale has been filed in the office of the Register of Wills qf Washington County on September 18 ,19-2J.Said appraisement reflects the following valuations: Re al Est ate _--'----:::3~,....:;5...:.00~•..:.0..:.0__ Personal Property __ Transfers _ Total ~----=3~•...::;5..=.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 (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. • Da te S_e....:pt"--e_mb_e_r_l_8~,_1_9.,;..6.....;9 _ DATE OF DEATH:May 19,1969 Note:This is not a bill. Signe~~e.3;/<' Title W.R.CHANEY,CH -APPRAISER ESTATE INSOLVENT "' RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of TOTTffiDALE,LUCILLE (Last Name)(First Name)(Initial) DATE OF DEATH 5-19-69 FILE NO.6]-69-905 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". 09-18-69 05-19-69 Dated:----=-"::---c::-:::---r"'=------ 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 :::~d as ade:::::69 ~LCZh~ REGISTER OF WILLS ..================================== VALUE AS REAPPRAISED $-------+--':l,t:;{'\{'\{'\{'\ 3,500 00 4,254 12 te Insolventta $5.':>UU uu 3,500 00 4,254 12 Es VALUE AS REPORTED VALUE AS APPRAISED $ 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 $r6%1 0 . Tax on $---------t-~'-s-r< Tax on $10% Tax on $15% Exemptions * Total Estate -l-~_ TOTAL TAX COMPUTATION OF TAX $-------+-- $-------+-- $-------+-- $-------+-- $--------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 $------ AMOUNT OF ESTATE TAX ASSESSED $----~I- Estate tax paid $---Il- BALANCE DUE $---JI~ Add interest at rate of 6%from t= ------lto-----$-------1. TOTAL TAX BALANCE $-------1PAID$--1 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 .LlJ.CJL.LE.'L'O'I''I'J¥.tIJAL:£i:..... Deceased Late of County of .CANONS.:eV:ftG.. .............WM3I{r.NGTO~L Commonwealth of Pennsylvania REPORT AND APPRAISAL .. #• Form RCC-2., •i .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS,.. HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.~~.~P.:t.1?~F ~.?"~.?.?.?... •~~UNTY w.~.~0..~J.:lg.~g.~. FILE NO...??:.??:.??.?... Whereas,~:Y:9.~JJ~~.<?~.~.~:r..~~~late of .9.~.9..~.~.9..~g,. in the County of ~'t.~.~.~:.~.~.?~Commonwealth of Pennsylvania,having died on the J::9.~h day of ~?iY.19 ?9..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~.:.~.~..y~~.~~X ,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 AppraisementDescriptionofAltatValuesMadeforInheritance Tax Purpoles $ REALTY: All those certain two lots of ground situate in the First \'lard of the Borough of Canonsburg,Washington County,Pennsylv ania, being knO\m and designated as Lots No.308 and llO,Block 17,in the Cecil Improvement Company Plan of Lots known as Plan No.1 of record in Plan Book Volume 2,page 151,Washington County reoc rds 3,500 00 Total 3,500 00 Estate Insolvent form~;V~~hbl:~::z,~W~~~;?~£~'~.~o~~~b~:?~;.~r.~iS":~;Zs~i!- ~~:'::i.·;::. (Poet Oftlee) WASHINGTON County '/ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of LUCILLE TOTT&~DALE Deceased. Late of CANONSBURG Date of Death,J~I~;v.~?,..~$.6?.. Appraisemel!t Docket Vol.37·}. Page,No 9.?::::~.9.~.9.Q.5.. Filed in Register's Office,§.E3.Pt..~..J$J 199..9 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, .Examined and Approved,. Wrote abo,ut Appra.isement, Appeal f'om Appraisement,. Entered and charged,.......;. .,, (~, ,! ." ;' DE}"ARTMENTOF REVENUE ,< »uR.EAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT August 11,1969DATE. NTY WASHINGTONCOU . FILE NO §}..:.§..~.:..~.Q.s.. Whereas,~§..~J~y.GJ.~.~.~T.Q.1'.r.~.R.PA~.~late of C.AN.Q.NSBURG . in the County of WASHING.T.O'N.Commonwealth of Pennsylvania,having died on the ~.9..~.~day of M'.~y.19.§~..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.~R..~Q.»A.~.X.,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. Description of Asset JT.HELD PERS.: Jt.Save Acct.#7810 held in the MELLON NATIONAL BANK,CANONSBURG OFFICE,CANONSBURG,PA., Unit Values $ Appraisement Made for Inherltance ITaxPurposes in the name s of WILLIAM JOHN TOTTERDALE or MRS.LUCIl LE TOTTERDALE.Opened 2-12-68.Balance as of date of 1 ------------------------------------+-----H------:--~--J death.$1.306.36 Fullv taxable 1 306 36 I ------------------------------------+-----H--------J---.. Having been duly sw~according to law,I do hereby certify that the above appraisement is made in con- fonnity with law on this JJh...day Of~~~~~_2i ••;;;9. (Number and Street) .......·..·WASHH.W~~O~~~·i··········,Penna. WASHINGTON COU1lty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .........MR.~..~:pr9.I~.~~T..9..TT.~.~I.>.A.~.~. Deceased. Late of CANONSBURG Date of Death,May.20.,:1.9.6.9 . Appra£semeilt Docket Vol..,;?.7... Page,No....J?.~.:-::.§.~.:-::.~.Q.~. Filed in Register's OfJice,AY.g.L l..l 19 §9 Amount of tax'dtte,$. DEPARIMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement,. Appeal f"om Appraisement,. Entered and charged,. 7 .<.,-.' I Form RCC·IO J DEDUCTIONS ALLOWED IN I THE SUM OF ,$ DATF.APPROVED . 9D~ STATEMENT'OF DEBTS AND DEDUCTIONS OFFICE OF THE REGISTER OF WILLS AND AGENT OF THE COMMONWEALTH OF __W!..!...:a~s=.:.h..:..:in~g:::J,:t,-=o:.:..n:.....-__COUNTY .---Regl,ler of Wills,Agent ESTATE OF lucille Iotterdale LATE OF Canonsburg.Pennsylvania DATE OF FILING APPRAISEMENT OATS OF DEATH May 19,1969 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"''' June 13 19c09 1 Louis N.Sollon Funeral Home Funeral expenses 1,253 00. I June 196~Oak Spr inQ Cemetery Co.Cemetery Lot 265 00.3 2. June 3 196~3 Oak SprinQ Cemetery Co.Opening Grave 75 00', IlInl=>11 19n~4 Hne;\io Monuments Monument 1,240 00 11 19n~5 "-I Ie;Flower Shoo Flowers 125 00IlIn",• June 3,196~6 Dukis Grocery Store Food for guest 140 00 I.....""I~(OAb 7 t..A 1=J('11c::t1lric::c::Attorney's fee 50 00. June I8.196~8 Malcolm L.MorQan,Co.Treas.1969 County tax 41 89' Ju~7 I 19~9 9 F.J.Buckley,Tax Collector 1969 Borough Tax 64 23 - 3,254 Ih2J COMMONWEALTH OF PENNSYLVANIA } _~h~'~sa:COUNTY OF as Ington DAY Of' I, SWORN AI!lD)SUB RIBED IIEF~'1 ME THIS ? ,I ,/'!,Ie til--;;". '-EVELYN C.TELESKO,N<itary Public Canonsburg,Washington Co.,Pa.15317 M;,-Commission Expires March 10,197:i -------------------HEREBY CERTIFY,THAT.TO THE BEeT OF NY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OJ" ADMINISTRATION SUBMITTED TO THE ESTATE OF Lucille Totterdale DECEAOED,AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES.