HomeMy WebLinkAboutOC1969-0935 - ESTATE OF CALERrr~~,ilion.n k!2.~RCC.-.62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000.UNDER SECTION 701 OF ACT'OF JUNE 16.196~.·~EF'FECTIVi!:.JANUARY 1,1962.(FILE IN DUPLICATE WITH COpy OF WILL ATTACHED).c,.3'"',(,9~9';3 S-j
OFFICE OF THE REGISTER OF WILLS
County of W.J?~H+~,G::r:9N , .
....J$:~~,~~r.ij.C;.A;L:J?~',,,of ..~:,R #J GHI}~Q~"RE?Wl:~Yly~gip:.
(Name)(Address),
being duly.~~Q_~~.according to law,deposes and says that he is the..~QP:_~P:~__1?:~~E _
(Exec.,Adm.,Legatee.Etc.)
of the estate·of .$.~[.§..h_l~(;;)·l~x whose last residence was .B_c.Jd_.ttJ....__,CltntQJJ....._
".'(No.)(Street)
______~§l;§b_~~g:t2~__Q2:!-!!.:1:~Y ..deceased,and that the whole of the estate of said decedent,who died A~g:!-!}?t.!..l__JJ~.§8
(CitY.Borough or Township)(Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRAN<i:ES 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.
I
II
~
II
Real Estate Estimated
Value
'rr::lC't of l::lnrl containinO'two acref=;more or lef=;f=;f=;ituate ~!)~.
in the VillaQ'e of Mundocksville WashinQ'ton County Pennsvlvania UDon "1'~r1J.~.
w,~lich is erected a swelling house,Decedent owned an undivided one-half
interest as tenant in common with Kenneth Caler.son of R.D.#1,
Clinton,Washington County,Pennsylvania.(See Deed Book 634,page n,.k A P""IJ
556.)/CJ!.(?:>7'f:/,J /9"f)~J1 £AAJ'lI''f !t.,'ttJ W ..
.;...-.#..YFI'/T
I!/..---"Vy i to .:2.50I~.-J IJ
\~\t I 1(-:1 ~1f1w1~rr -J w
tfUr f/v
\I .~~I /\VqjJvt-//7/}1~o/f3 ;;t,Aff..,~
C/\~/'~{/
"I
Personal Property
,-
NONE ,..,
."..
-,
..:,,
--.
1:>
,..
t 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
I account at the date of death and the type of account,account number and the exact name or names in i1whichtheaccountisregistered._~
.j./
Jointly Held Property Estima~d"""'
Value
,.....
",•",-
NONE'
",
..
Transfers 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
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
BENEFICIARIES -,
r '~..ao,.__-RELATIONSHIP AGE OF LIFEi-----BENEFICIARIES AND ADDRESSES (If step-children or SURVIVED TENANTS OR INTEREST OFDECEDENT.(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARYaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
I forth this fact.)DECEDENT
I KENNETH CALER son yes 1/4,
R.D.#1 Clinton Pa.
ELIZABETH HOYER DAUGHTER YES I!?4/)
David E.Caler son ves 1/4
CoraoDolis Pa.
MARTHA JEAN HAMILTON granddaughter yes 1/4
151 South Village Drive
Davton Ohio
i
Il.--...,.,.
....
RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
AMOUNT THIS COLUMN,.EGISTER ONLY.
$1.408 45 $
S.H.Caler,Husband
Funeral expenses paid Sarah J.Caler
DEBT OR CLAIM
Moody Funeral Home
Moodv Funeral Home
NOTE'List first five items in the spaces so provided,observe notations thereon,and instructi.ons..,....-----'-----------------------------,,--------
NATURE OF SAME
Kenneth Caler
li:>hnr<L.Brunn~r an..;!Walter
•~.~IS~•.Y,U.L'J .L.I"''"1'
Family exemption (will not be allowed unless
<iecedent died residing with a spouse or children.)
Administration Expenses •
Counsel fees ..
,
1,000.
1
00
10 00
100 00.
Fiduciary commission •
OTHER DEBTS AND CLAIMS
(.)See Note below
101 38 tViCilaPharmacy,Prescriptions
Imperial,Pennsylvania !
15126
Ohio Valley Hospital Services 55 64 i
Hebron Cemetery 280 00
R.D.#1 ~
Imperial,Pennsylvania
Total
-iI
.".C.lintp-n•..Penns.ylv:ani9." .
(City or Town and State)
.7~~~:.~~~~}j:Kenneth Caler
...:R ..".II #.1 .
(Street Number)
Subscribed and sworn to before me this " .~/-'.~
.......:~:/~day of ."v'.·~.~"~Y..,19.~~.~~'t':)~~v'Z,\7);/0\\'•..."li\lI ~O\ll
.................j:' :·L'.~:~~!l~~t~...,"~j ~t HI'-r.\,_",,~'\Ui:.'.-
f .\•.,'l;:.l\,a .."'~"'{~-"'......
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater
or less than the estimated amount claimed and allowed.,
made in conformity with law on this
~.
...........~.;q,~.APj;:(;S~~'''''
In the event that any future intel"est in this estate is transfelTed in possession 01'enjoyment to coliat .heirs of the decedent after the
expiration of any estate for life 01'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 THE
I,the undersigned duly elected Register of Wills in and for ..~.~.~.~.~~~~A:~~~~~~~County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent,ex t as to those items where a greater or lesser amount
:::d~o~t.h :n ~he last column .~.t.~e.~:;;.~::;;.;bove,which greater or I~S..~.~~~.e.~~~c~~~~.....
Register of Wills
T
Fon11 No.RCC-62 (12-66)
'~
l,.Will l '.Administration sNl?'..Year ..' .
"-.J "
,,....\
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...
"
I
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MATTER OF THE APPRAISEMENT
ESTATE OF
IN THE
OF THE
,..:J
)
....S~M~.;T G~.~R .
Deceased
Late of .'~'"p.#1..Clinton.........................
..
,~
~
")
County of ...W~s.hing1;on.;.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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,b ,
r Form RCC·IO.
I.
•OFFICE OF TME
REGISTER OF WILLS
OF Washington COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
THE SUM OF $.
DATE APPROVED .
j
AND AGENT OF THE COMMONWEALTH
Regi,ter of Will.,Age.t
ESTATE OF __----!::S~A=.;RA~~H~J~..........::C:::..A~L=..:E=R!!..__LATE OF _~R~.--=D::....~#....l....--::;C~l=in"""t~o""n",,--_
DATE OF FILING APPRAISEMENT OAT&;OF DEATH _-"-A.;;;.u;;.;,<;;gu'-=s;;..t"--7'-i.'--'1;;..9;:....:.6....:8'--_
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHEIiI
1/29 1968 Moody Funeral Home (ID(:E.(XX Funeral Services S.H.Caler 1323 71
8/24 1968 Moodv Funeral Home 11 11 Sarah J.Caler 1408 45
1/22 1968 Gilbert's Flowers 47 70
1/22 1968 Ohion Valley Hospital S.H.Caler 55 64
1QRH Visla Pbarma.~..;T 'a1 Pa 101 ~H
Hebron Cemetery Cemetery Lot 280 00
-
COMMONWEALTH OF PENNSYLVANIA }
W h 'gt iii.:COUNTY OF as ill on
I~.Kenneth Caler HEREBY CERTIFY,THAT.TO THE BE.r OF
_-=~__DAY 01"
INHERITANCE TAX PURPOSES.
h1Y KNOWLI!:OGE AND BELIEF,THI!:FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSD OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Sarah J,Caler DECEASED,AS DEDUCTIONlO F'OR
----.L-,;7f1~~~~~d~?£~~~-(L.5.)~nneth Caler
RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNiY-COLLECTIONS
INHERITANCE TAX DIVISION IN YOUR REPLY PLEA.E
REFER TO
j
NOTICE OF FILING OF APPRAISEMENT
KENNETH CALER In!ormant
SARAH J.CALERInRe:Estate of_____-'="..................-"'-.L....'........=~_
_____-..:..:W~A.::::;SH~I~N.::.;:G:.=Tc:::ON~County - F He No.63-69-935
Dear Mr.Caler:
You are hereby notified that the original
appraisement in the estate of Sarah J.Caler
has been filed in the office of the Register of Wills qf Washington
County on August 21 1969.Said appraisement reflects the
following valuations:
Real Estate .;;.6.L.,2::..::..50~.OO.:;...:..-_
Personal Property _
Transfers ----;-__~---
Total --~6J..;J2!S:.5~O=!J.~OO~__
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.
Dat e ....AO';u!:!olg~.us~t:-==2.:!::1~,--=l::::..9L.::6~9:...-_
DATE OF DEATH:August 7,1968
Note:This is not a bill.
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of CAIER,
(Last Name)
SARAH
(First Name)
J.
(Initial)
DATE OF DEATH_...::8_-7.!.---=6:..;::8__FILE NO.63-6?~935
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::-::8::----=:21::::-.:-6;:...9!-_~_
08-07-68
REPORT OF THE REGISTER OF WILLS
REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect--,:
fully report that 1 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 r or lesser amount represents the sum
allowed as a deduction...~(
--f#V"7//h J A.A AI?Dated:~'IV'vvyVl/
h ?l\n nn
6.250 00
2.955 47
3,294 '51
$"\.oon nn
5.000 00
2.955 47
2.04L.53
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$-------+--
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
TOTAL TAX BALANCE :-------l~
PAID $....JC
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.$
t=
$
$
C
$
COMPUTATION OF TAX
$------'---=-::=-lIL...-o:-
$:n:97jJ7J_
$--------+---
$--------+---
$--------+--
$====d
$------
$========
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-----
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
TOTAL TAX
FOR USE OF REGISTER ONLY
Taxon $_..~A
Tax on $3 ,294 f...ll-~
Tax on $5%
Thxoo$lK
Tuoo$l~
~e~tioos *
Total Estate ---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 !No .
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.SARAH.J •...GALER ..
Deceased
Late of .
County of
CLINTON
WAEHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
-.--..
,
Fonn'RCC-2
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE T:!\X
•• J ....
APPRAISEMENT
DATE A~8:':l:.I3,.~~.~~?~?.
COUNTY Wa..§h.ingt.Q.n...
FILE NO..§~.=.9.9..=9.??..
Whereas,S..g,r..ah J.~C.al~.r.late of GJ.,~At..c>.n..
in the County of w.~.~~ngt.9.p.Commonwealth of Pennsylvania,having died on
the 7 t..h day of A~€P..~.~19 §?..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,Y.-l._.R_Cha.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 Appraisement
Description of Asset Value!Made for Inheritance
Tax Purpoles
$
REALTY:..
Tract of land containing two acres more or le ss,situate
in the Village of Murdocksville,Washington County,
Pennsvlvania.UDon which is erected a awelling house.
I Decedent owned an undivided one-half interest as tenant
I in common with Kenneth Caler,R.D.#1,Clinton,son or
W<>.,h;1117+.0n County Pennsylvania.(See Deed Book 631+.Dage
556)6,250 00
I
~,d'1j
j
I
I .r
I
II 6.250Total 00
I
,
I
I
I
I
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fonn~;V~~hb~~::~h:.w<>Tlla~~~~~:~~~~~~s;=ei:"~~~
.................."...~.AP~~LL.
~..::::::··..:·.····:··.························i···..···..~b~·~d..st~~·~i·i·'···'·································..·..
.............................,Penna.(Post OIBee)
WA$HXNG'I.'ON County
RESIDENT INHERITANCE TAX APPRAISEMENT
:.f
Estate of
$MAH t1.~G.~R .
Deceased.
Late of
.CL.INTO.N .
Date of Death,AlJEP..~:t 7,+.99.f3...
Appraisemellt Docket Vol.,·Yr:...-:::!..l ...
Page,./Z..'"::::..7 No 9)':'::.9.9.':'::935 .
Filed in Register's Office,A.:W~~§.t.Z.l"19.6.9.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal f,.om Appraisement,.
Entered and charged,.