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HomeMy WebLinkAboutOC1969-0966 - ESTATE OF WILES•c='~)TBlS FORM 'EQUIRED IN AU E"ATES ~TH --:AOSfiS ONDE''''.000.ONDER ..~IDN ."OF A~OF 'WE,...".J E JANUARY 1.1982.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED),/0-&J~~/CC ·OFFrCE OF THE REGISTER OF WILL$ .County of WASHINGTON . c •••QRACE..W,..O!nB.-I~N '..;..~:'.of -:-~.4.r;E1~~~.~rt.·.l.W~~ftJ;~~.rr:Q~{,:.f~.·.:..-: .(Name).(Address) being duly._.m.mSW,Ornmmuu.mm.according to law,deposes and says that he is themm ~R------mu-m of the estate of MARY._AGNES_.WlLES.__._.whose last residence was __3_3...P.enn..S.tr.ee.t.~--..--------. (No.)-(Street) _._....liashing,ton .......deceased,and that the whole of the estate of said decedent,who died _.M~_~~J::L~_e...s._.J~t68 (City.Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANGES 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, 78 00 Real Estate Estimated Value AT.T.THAT •n:"""TN ~I\TI\TED AT 33 PENN STREET • WASH NI.....lJl\I T~TA,.,.H I COUNTY PENNSYLVANIA. IKED IN DEED BOOK 926 PAGE 13 IN WASHINGTON CUUN'I'Y COURT HOUSE.4,500. Personal Property ')$2;00 U.S.SAVING BONDS IN THE NAMES OF R.F.WILES AND MARY AGNES WILES (Purchased 1-42)(Both Deceased)84. 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. 350.00700.00 6 -Shares U.S.Steel DODGE SEDAN,4 DOOR 1904 IJ_O_i_nt_ly_"_H_,_'d_P_l'o_p_e_l't_y"--'-~---;----,-__+-_E_S_~_i:_I. 114.75 $50.00 U.S.SAVINGS BOND PURCHASED 9-63 (1/2 taxable)(.:.~.22.02 Total 486.77 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 wit~,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 B.ENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE .(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,contingentor otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT - I ---------_..------ DEBTS AND DEDUCTIONS CLAIMED List first five items in the spaces so provided,observe notations thereon,and instructions. $I 373FuneralexpensespaidR.PIATT DEBT OR CLAIM •.NATURE OF SAME AMOUNT THIS COLUMNr------=-=.::=-=---=-=-'-----'----------,---------"----'---=----------r-----"-~--.--ioEGISTERONLY 50 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * 1 000 00 00 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below NURSING SERVICE 1,650 00 1968 Washington City Taxes Dated March 1,1968 The Gaydos Monument Co.-Inscription Doctors Bills 60'75 25,00 429 00 Total 41 25 ................;. Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater or less than the estimated amount claimed and allowed..~C7)jS~"''''i'''d and awo,,"to b"o,"m,thia . . . . . . . . . . . . . . . . . . . . . .~./I::.tJ..~":.<-{X . .(4fXe~!kJtp Atlminist'l'&ttw)'='7 . ........................day of ,19......~.3..V~~r.. y~~·W~/.-r.d."I...;..-..".:-'(lffY or Town and State) Having been duly sworn a~~ding to law,I do hereby ~hat the above appraisement is made in conformity with law on this ................~P.~dayOf ~~~./7 ~ ...~/./.~~.."7"~::..prRlser In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to collatera 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 TH I,the undersigned duly elected Register of Wills in and fo .... report that I have allowed debts and deductions in the am s claimed by deponen is set forth in t~st column to the right in said schedule above,which greater or Dated:...~~L..~Z./?~g County,Pennsylvania,do respectfully cept as to those items where a greater or lesser amount er amount represents the sum allowed as a deduction. Register of Wills • I '\ , Fonn No,RCC-62 (12-66) Will'lAdministr~tion SNo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .~~¥:.4V~~.mJ.~~. Deceased Late of'....:WASHINGTON........................... County of . . . . .WASHINGTON......................... Commonwealth of Pennsylvania REPORT AND APPRAISAL RCC-S\(2-64) COMMONWEALTH OF PENNSYLVANIA ...DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA.E REP'ER TO NOTICE OF FILING OF APPRAISEMENT j In Re:Estate of Wdl_·._.,;....Y__AGNE__S_tJI__LE_·_$_ _______t1._A_SH_ING__'.OO_·_N_.County - FHe No. Dear Mrs.O*Srlent 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 deato;interest at the rate of six (6%)percent per annum is charged. You are hereby notified that the origlna1 appraisement in the estate of Bart ignes Wilea has been filed j..n the Q,ffice of tbe Register of Wills Qf Waeh1ngton County on.4ugUS~~,19~.Said appraisement reflects the following valuations: ot.Held,. Re al Estate _--'-4...::.~500_:·""'._-"'2<00;::.-__ Personal property -r.84~~.~7~a~---~-----.~48'"~f>.:.,:;7~..1-- Total ...,...-_.,;....'....:::._(1_71_/.-.,;;....:..5__·__I Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date A_ugtl_._8_t_29_·_,_1_9_69_._Signe~A'?~Q ~~ Title W.a..OlJ.AN&r,C~pmAIS:sa Note:This is not a bill. r' RCC-39 (5-66) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY .. Estate of ~lIlES, (Last Name) MARY (First Name) AGNES (Initial) 3-28-69 63-69-966DATEOFDEATH_=---_---.:..__FILE NO._ 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 i tern in the last column to the right in Schedules"A","B","C",and "E". Dated:--CO>!.!8.c:-~2<.L9=-!o!.69L___ 03-28-68 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. Dated:---....O"""8-=.o.2".;:9.:::-""'6J..9 _ 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 530 30 530 30 VALUE AS REAPPRAISED $-------+-- Valuation of life estates or COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on $-----------1--Tax on $""-1:\;'1.Do/..Oj...1oC:LO_ Tax on $-----------1-- Tax on $-----------1-- Tax on $-----------1-- Exemptions========~=Total Estate ---I-__ TOTAL TAX 2% 6% 5% 10% 15% * $------==--+-=-=--$......3=:1=.......t8=2=___ $-------+-- $-------+--$--------+--- $.--1.__ Paid In Full 8-28-69 (*)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 $~ Add interest at rate of 6%from L AMOUNT OF E~TATE TAX ASSESSED $--~--~__.L.....$------ Estate tax paid $l-I BALANCE DUE $------L-- Add interest at rate of 6%from to ~~inAL TAX BALANCE :~--~=--==--==--==_-=~-Jt= FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will (...No.AdmInistration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARYAGNESliJIrns. Deceased ... Late of . County of WASHING'ION WASHING.TON.. Commonwealth of Pennsylvania REPORT AND APPRAISAL --_..------_._-- .. J ~ -- Form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ........................A~.~.f3.~....?9.,......~.9.9.9 .................•DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .......................w.~~.b..ingt.Q.P..........................."COUNTYBUREAUOFCOUNTYCOLLECTIOltS'- HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO................93...~.9..9-=.9.Q.9..............................................c1 ,. ~ Whereas,................................M?.r..v.....Agn.~.$....:w.il~.s..............................................................late of .................................Washington......................................... in the County of ................................W.g..~hing ..j;..Qn.....................................................................Commonwealth of Pennsylvania,having died on the ....................?$....t.A..........................................................day of ...........................~c..b...................................19....6.$.•seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I,.........................................W....R........C.han.e.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 Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoaes $ REALTY: All that certain propert.Y -located at 333Penn Street,Washington,Washington County,Pennsylvania, Better described in Deed Book 926.DaR:e 1'3.In Washington County Court House J.....SOO 00 PERSONALTY: I 2 $25.00 u.S.Savin,gs Bonds in the of-names R.F.Wiles and Mary A,gnes Wiles (Purchased 1-42) (Bothe deceased)~J.7~ JT.HELD: 6 -Shares U.S.Steel (38 1/4)~i~ Sedan.J....Door.196J.... 350.00 I Dodge I 22.Q2 I lte;()TT.~~<:l,,;nac::'Rnnrl ,.,""~o_{.,~_liWIII-V 486.77 L.86 77 I I Total S.071 SS formft;V~~hb~~::lrh:.W~~~~~~~;o~~~~~=?":~?~? ppralaer....···..........···..·..···....·L·..··'··..······..·..···..··......·..···.........................................................................~c(J,;4'::~-::)....................................Penna. .............................................WASHINGTON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..........................MARX..AGN,E.;$W::I::I$$. Deceased. Late of ..........................................WASH~.G~.~J"';. Date of Death,~.<,:h ?~.'-+.9(>~L.. Appraisemel!t Docket Vol.,.. Page,N o..6J..~9~9.66 . Filed in Register's 0 [fice,A.ugus..t 2.9"J 969 .. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,. Wrote abo.ut A ppra.isement, Appeal f,.om Appraise.ment,. Entered and charged,, ,"..,..' ~'"'.:. ~ f "