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HomeMy WebLinkAboutOC1969-0988 - ESTATE OF COSTANZA':".. R CC-81 (2-64) COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE -BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT JOHN WEBER Informant IN YOUR REPLY PLEA8E REF&:R TO 37-250-9 j In Re:Estate of ..:;ANN=~A:.....:::.CO.:::..S=_T:::..:AN=ZA::.:..._ _____---=.W:.;.:A:.::S.:.:,H=:;IN:;.:G:::.,:T::..::O:.:,:N:....-County -File No.63-69-988 Dear Mr.Weber: You are hereby notified that the original appraisement in the estate of Anna Costanaa has been filed in the office of the Register of Wills Qf Washington County on September 11 ,19.22,•Said appraisement reflects the following valuations: Real Estate _ Jt.Held ~_--=4=,""_59~3:....:.•.!_77!....____ Transfers ...:-_ Tota1 -!4~,'-'5""'9"""3~•..I..7..L7---- 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 iherate 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 __--l>SoI.lie~pLl.t<.,5;e""mblbLliie"""r--l...l.,.,__1..L9lo/.69.:J.-_ DATE OF DEATH:June :13,1969 Note:This is not a bill_ , RCC-39 J!5-681 -. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of COSTANZA, (Last Name) ANNA (First Name) DATE OF DEATH 6-13-69 (Initial) FILE NO.63-69-988 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". ~e~£J.FINHERITANCET X AFS'""PRAIS 09-11-69 06-13-69 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 as a deduction./l Dated:0 9-11-69 /U't/i)~e.~tl!J.A.<v~ 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 VALUE AS REAPPRAISED $$$-------+-- Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $---,-"='""""""~:__-2% Tax on $2.424)2 ~o' Tax on $---------4--~ Tax on $10% Tax on $15% ~~ptiMs • Total Estate --4-__ TOTAL TAX COMPUTATION OF TAX $----......-:"-:--::~....,..- $--=14=5~·+4~4~ $-------i-- $--------j,-- $-------i-- $--------'--- (*)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 ::::::::::==E== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from _____to $------ AMOUNT OF ESTATE TAX ASSESSED $------11- Estate tax paid $--JL- BALANCE DUE $---__L- Add interest at rate of 6%from t -------Ito-----$-------1 TOTAL TAX BALANCE $----~--l PAID $_~-l 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.Admlmstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .ANNA..COSTAN.ZA .. Deceased Late of .\iASHINGTON... County of ..WASHINGTON .. Commonwealth of Pennsylvania REPORT AND APPRAISAL -. .; '. j Fonn RCC-2 ;>. DEPARTMENT OF REVENUE." BUREAV OFcbUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANiA RESIDENT INHERITANCE TAX APPRAISEMENT I DATE e~P..~.~~'c'..~:r.:~.?..!~.§~: i COUNTY Wg,$.h.t.ngt..Qn J i mE NO...§.?::::.9.9.::::9..??.~ \r! t Whereas,Anna.C.Q.§t..a.n;?;~late of ~~~~~?~?p.. in the County of WashingtQn Commonwealth of Pennsylvania,having died on the 13 tb day of !l.W1~19 99.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania',\Therefore,I,......................ji.tR..t.....C.hi;lJl~Y.........................................................................,an appraiser duly appointed according to law,II having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix ! I the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: rIntheeventthatanyfutureinterestinthisestateistransferredinpossessionorenjoymenttocollateralheirsofthedecedentafter the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer Iinheritancetaxesatthelawfulcollateralrateonanysuchfuture interest.i Unit Appraisement [Description of Asset Values Made for Inheritance ITaxPurpoles t $II JT.HELD:i National House Trailer (1$64)in the names of Anna Costanza and John Weber.1,500.00 Savinf's Acct.Mellon Bank,Washington,Pa.in names of Anna Costanza and John Weber 2,085.38 Savings Acct.,Pittsburgh National Bank, 'W~",hinl7tn n 'PA in nf Ann;:\Costanza and John Weber.1.258.39 4.593.77 4.593 77 I Total 4,593 77 I form~V:~hbl:e:::~:.w"",~~~~~.~a~o~~J~~;=e¥;~d>~n~~: Appraleer ( ;~~~~~=i).~:;': .................................yJASHINGTON ..County ,. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANNA COSTANZA.........-.............••............... Deceased. Late of WASHING:r'ON . Date of Death,J::un~U.,1..96.9 . Appraisemellt Docket Vol.,.?.7... Page,2.5Q.~.9 No 93.~.6.9~9.$$. Filed in Register's Office,p.~pt..~;U.L..J9 9.9. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,'" Wrote abo.ut Appraisement, Appeal f1'om Appraisement,. Entered and charged,. f .. "'1 >.. .~ .,'. .~i l\. ~'.-,{i.";'.. ,~ '!i'~ 1·t;..,(r ••::'i); " ","',G.,,,,,."'-'~I .'..$as i.e ..."------.,,,.-----!IIII!lIFormNo.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,j EFFECTIVE JANUARY I,1962.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) OFFICE OF THE REGISTER OF WILLS County of ..~~~pAJ:l9,~9r.,...,....J .....~~J:~..~~?~J;,..,..',,'"of ..~l?4T?,1..?~~.?4+l.,~~.~1?-:ingt~.qf.'~~".'\ -. \·(Nameh·.\. \.-(Address)'..\) being duly'..,S.WQrn.._._._according to law,deposes and says that he is the..S_ur:v.i:ving...J.oint..Teng,nt.:..\-•".\. - . \'•.,\•(Exec.,Adm.,Legatee,Etc.)\! of the estate of.Anna..COstan.z.a _.._._.___whose last residence was _~.•._..:Q.~#;?_,..J?.9~_(.§.4~.(.(No.)Street) ..w.~~!::?:-!l:9~.<?-~.!.._~.~.~deceased,and that the whole of the estate of said decedent,who died .._g.~!!~..J}.!...J~§9 (CitY,Borough or Township). _\'..~(Date).'. consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.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 EstimatedNONEValue.. ,.'.-.,-/-- J1 l'J I 17 I/rt::"l~i_L ;,~ Wh JJ-~L,IA JIRLul----/'-~--- /-------.-------....-,. /,,)"'" / I \ ,. Personal Property . '.~..-I NONE o.f .. .. , ; 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. ~....,..;J¥lU4 4;;IP.¥.-';>!#~.;J .•*M,.If".r=....III''IIIIl'''''''''''''!l'''''''''''__~--''"''''!'''!'''-~''''''''''''''''''''''''''-~__----_'' Jointly Held Property to Angelo J.Gaslin (2 )\\\savings Account No.2569 a 3)savin s -Account-No.hiNational Bank Estimated ,Value band of the daughter of decedent. Transfers within TWO YEARS Prior to Death NONE ,",-- TOTAL 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 NONE THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES RELATIONSHIP OF JOINT HOLDERS TO DECEDENT BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of aU-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 John Weber Son-in-law Yes -100% ...,..~" - -. RESWENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE:-List first five items in the spaces so provided,observe notations thereon,and instructions(~ ..----.:D=E-=B..::.T_°=-R~C::..:L=.:A..:..:I=M_=____--___r--------'=N--=A:.::..T.::...U.::....:..:R-=E-O.::....::...F_S::...:A__=M----=-E --;:--,--.------:-=A:.::..M:...::...:.O__'=U--=N__=T::,--loTHIS COLUMNAbelFuneralHome,..HEGISTER ONLY Washington,Pa.Funeral expenses paid $1631 00 $ Mary Weber,daughter Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees *50 001 OTHER DEBTS AND CLAIMS Fiduciary commission * (*)See Note below Grave Expenses utility billowing at death Funeral lunch for relatives 1969 school tax on trailer II county II II II Mothers lastillness Queen of Heaven Cemetery West Penn Power Co. Columbia Gas Bell Telephone Co. Holiday Inn I~£ildred Mosier ''itialcolm Morgan,Treas., Washington Hospital II II II II II 130 00 16 52 II 85 2 05 199 65 44 00 12 48 72 20 Total 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 01'less than the estimated amount claimed and allowed..).,j Subscribed and sworn to before me this . ......:'.£ti'.,..;,.d~y.Of .S.eptember ,1969. ·~~BL(?~············· WASHINGTON,WASHINGTON CO.PENNA. \Joint Owner ..........P.•..#~.,:eq~..9.4;1,. (Street Number) Washington,Pa. (City or Town and State) S MY COIVIIVIISSIOI~EXPIRE"MAl 26,Uld ..~~~:~~.~~~~.~~~~/;~i.~gd::~:~,..I.~~~~~~.~~~:.::m;9i~s.~P in conformity with law on this ~/..'~O~-Y""""~;a..~tf?:.,L/,7'~~~RlseJ' In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to collateral heirs of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expres~ly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTE OF WJ I,the undersigned duly elected Register of Wills in and for ...LL:::;.~'A.~.~q~O?:'":.-:,.....,.County,Pennsylvania,do respectfully report that I havo allow,d d,ht,and d'<!u,tio",in ,h,amou~dhy d,po",ex"p'",:"~i"m,wh",a grea'""'I,,,,,amount is set forth in th last column to the right in said schedule above,which greater 0 sseI'amoui ~~ents the sum allowed as a deduction. Dated:)<:<~~~~~••••~••/Y~?',~:~~<-:.!0~. Register of Wills '" t ,. ,,. ...~...""" .."':' Form No.RCC-~-)_.. -"Will C--- Administration INo.P.9 J!.t1o.Year tor: IN THE ), .;. -' MATTER OF THE APPRAISEMENT OF THE 'ESTATE OF o00 0 0 ••000 .l;\~o1:'{J?o oC:;Q$~~J;\JA~..0 0 0 000 00' Deceased Late of 0 0 ~c:'-~.t;9J:lo o~9~l?P.:i:P.0 0 0 ••000 0 ~ounty of .0 0 ~~~J:1:Ln'Jton.................. Commonwealth of Pennsylvania .....c.oREPORTAND~~PPRAISAL ::0 Ct)rrl;;U fn I]C>c::-0-('I')(no,--'-1,..,-, CO r-'-']r-;;;-Jr- $;3: :::n.f11~::E:v ~ CJ;==~......r-o >-en -. I\) W GOLDFARB &GOLDFARB court Square Arcade washingtpn,pa.15301 ,, ~ :, .' •J-