HomeMy WebLinkAboutOC1969-0989 - ESTATE OF DAVIS.'--',..\
RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS'
INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E
REFER TO
NOTICE OF FILING OF APPRAISEMENT
MARIAN D.BOST Tnformact
J
In Re:Estate 0 f G~RiDlA.lo<C~EL_J..B.I..J.l.__oID'.LI.A1.VLIJ..SU_..._
_____-JWwA~u.SH.LL.LI.uN.l..IGu.T....I..Ou.:NlI__County -FHe No.63-69-989
You are hereby notified that the orlg1naJ
appraisement in the estate of Grace B.Day;s
has been filed in the office of the Register of Wills qf 'vashington
County on November 21 ,19...6,9.Said appraisement reflects the
following valuations:
Real Estate _--'-_
J t.He1dl!.H:~~__I"_+,3lol,;4:t.::4L.w6.L..3J....-_
Transfers ---"'34'~O.l.lQ~O'-L..o...J..!O~O:.-_
Total --=4z...,..,..J.3:z4.:s4:......l.6J...3J--__
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 __---iN'-1;Qlo.Ly~e.1.LmL.Lb.u;e"-lr_2w..J.l..._,_,.........L1...;9u6J,..;9:L--_Signed at R ~a1JE ~f-
Title W.R.CRA E C F.ER
DATE OF DEATH:-,April 10,1969
Note:This is not a bill.
,
~.-.~
CC-39 (5-58)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of DAiIS,GRACE
(Last Name)(First Name)
B.
(Initial)
DATE OF DEATH 4-10-69 FILE NO.63-69-989
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of vlashington
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".
11-21-69
04-10-69
Dated:___----'.....L.:::....<ol~::..u._L__
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Wa sb;ngton 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:1)_2)-99
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)
VALUE AS REPORTED VALUE AS APPRAISED
$$------+---
VALUE AS REAPPRAISED
$-------+--,
CLEAR VALUE OF ESTATE 2 371 1J 2 371 13
Valuation of life estates or -±
FOR USE OF REGISTER ONLY
Tax on $-----------i--
Tax on $------........,...d-~-.\...,J.{
Tax on $------'-------i--
Tax on $-----------i--Tax on $-1-__
Exemptions========I==
Total Estate -l-__
TOTAL TAX
COMPUTATION OF TAX
$---------4--
$..L.'=..1,"+__'??"'-l;'Rl.-
$---------4--
$-------1---
$---------4--
$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 $-------iL-
Estate tax paid $--Il-
BALANCE DUE $---11___
Add interest at rate of 6%from
------Ito-----$-------1t=TOTAL TAX BALANCE $-----------l'
PAID $.....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
.GRACE ..B •...DAVIS.....
Deceased
Late of .
County of
.CHARLEROI
.....WASHINGTON....
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.~~
,~\
;'.
,Fonn'RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE .................Nov.e.mbe.r,.......21..,........19.6.9\DEPt~RTMENT OF REVENUE RESIDENT INHERITANCE TAX \AI h'~lJRl;{u'OF COUNTY COLLECTIONS COUNTY ..........................g..S l,ngt.Q.n..........................
HARRISBURG,PENNA.17127 APPRAISEMENT •FILE NO,...............6..3.::::..6.9.~..9.8..9......................................
..,
Whereas,..........................Grace.....B.......D.a.v..is................................................................late of .................................LGha.r..l.er.o.i...................................
in the County of ..................................,..W:ashi.ng.t.o.n......................................................Commonwealth of Pennsylvania.having died on
the .................................lO.....t.h........................................day of .....................Ap..ril......................................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.p.......ClC.ha..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 AppraisementDescriptionofAs.et Values Made for InheritanceraxPurpose.
$
JT.HELD:
Jt.Acct.held iNXxu in the First National
Bank,Charleroi,Pa ••in the names of Grace
R Davi ~cyr M::I '1";::1 n n Rn~1"1 ~.1.1 h~,
TRANSFERS:
All that certain niece or narcel of lann 1vi nO'in
the town of r.h::lrlproi nN~..-:l-d nO'1":on r.S1"::l1":P
rt4'Po........"'....r1 h.0.;....C'f T ....-I-'/\T....L1,),)~o"'-I-';........II l ..r';....rr..7 "",4',"J -440
l.Jt:.,..l1"h F"R;O'h1"h S1"f'rnn1";nO'nn 1"hp R::l~1"\\It:[I
S;np nf'S::Ihnv A,rp f'nr1"v f'PP1"::Inn nn ;nt"hp~~nn
rnnn;no-h::lt"J<.l{){)f'PP1"::Inn nn ;nt"hp~1"n ~?(){)Tnn1-
~-I
winp :lllp,r .C::;pp nppn TT'nm nr~t"P 'R n~v;~T,';(lnT.,
to Marian D.Bost.et con ••dated Jan.31.1969.
and recorded in the Recorder::{s Office in and for
IAT::I ~h;....C'f..."....T 0 ..........-I-..r Po.........;....l)""""r1 u....,,],Unl 1 ?Q~
·0 of
n::lO'p hhr;3.000 00
Total 4 344 63
formf;~fhbl:~::~h;8wortl"$JA1g.~..1~~:.~:;o~e~~~.m;.~..f~~;..~.•.:7:;e~~p~:i=;:8:~~~".:
praIser
,......(10............................~......................................................................................................,.~.umber and Street)
.........................-..............................................,............................,Penna.
(Post Office)
i
......................WASHI.NG.TON.....................Cou,lty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
...........................GRACE B DAV-IS ..
Deceased.
Late of
..........................'"GI-LA.RLER.OI..
Date of Death,ApriL..l.O..,l.9..6.9 .
Appraisemel!t Docket Vol.,:~t..: .
Page,d?11...=....d...........No 6.3..~.6.9..~.9..8.9...
Filed in Register's Office,Nov.embe-r.2119 69
Amount of tax due,$: .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal fl'om Appraisement,.
Entered and charged,.
,i-.
l
...~...;;...
OFFICE OF THE REGISTER OF WILLS.
Fonn No.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 18.1981.j
•EFFECT~~E ~.1982.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)
.-~
C-·~t f'Wachington -.~.oun yo ..t'~•••••••••
.H9r.:i:qp.J),..:5913.t;'~~-~of '-.7.01.a.Ke(Jrp.n ..avenu"e;..Pittsburgh;..Ra.-
(Name)(Address)
being duly ~_i_"~S.wQ..t:n..__._._..._.according to law,deposes and says that lie is the Info.rmant .f.
.(Exec.,-Adm..Legatee.Etc.)
of the estate of_g_~~~_~~_~Q~~~_~._...whose last residence was .zQ_Q Sh~_gy ~Y_~D(1H~-)----.-------.----------(No.)Street
____Charler_Qi.,.,_.P.a.....deceased,and that the whole of the estate of said decedent,who died __Apr_i1 --lo.~-.~969
(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.
Real Estate
None
<:•
Personal Property
None
-'r
Estimated
Value
c'None
None
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.
Jointly Held Property Estimated
T e
Joint Checking Account fF8!6-05 irst National i-I ---
Bank,Charleroi Pa in the names-of Grace B.Davis o~Marian
D•.Bos~t.Opened ~1-4-64.Balance as of date of death,
2 689.26
Transfers within TWO YEARS Prior to Death
.,
lying in the town
Pennsylvania,and
" " b t
ee race aV1s,W1 ow,0 a •,
dated Januar 31 1969,and recorded in the Recorder ,·s Office
Seventh and Eighth Streets,
ALL that certain piece or parcel
of Charleroi,Washington County,
,,
(100)feet and no inches to a Twenty (20)foot wide alley.
in and for Washington County,Pennsylvania,in Deed Boo Vo •
That at the time f 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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
7
1\Tnna
-
BENEFICIARIES
BENEFICIARIES 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,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
Marian D.Bost Dau2:hter Yes Sui Juris 1/2 Residue
T.H1'o n rol.nOll~h...o't'"VPP.~ui Juris 1/2 Residue
-..-"-J '"'
-
...
•
,
DEBTS AND DEDUCTIONS CLAIMED
----
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
,KEGISTER ONLY."50GeorgeA.Warden Funeral expenses paid $760.$
Marian D.Bost Family exemption (will not be allowed unless 1,000.00
decedent died residing with a spouse or children.)
Russell M.qrino ReQ:ister Administration Expenses *':\no
..1 1 ,-1 ann R.q~~i 7r:;00Counselfees*
Fiduciary commission *
I
OTHER DEBTS AND CLAIMS
(*)See Note below
Kurtz Monument Marker 110.PO
Notary Public .-Notary Fee 2.PO.,2"3 •Lester Dunmire Medical Services pO
,"'.......,...-.........,..,\f•~~:'r -•I-",.,..,-.";-.~~--
u ~.,",-t~•:1 ..~.."~..--,--.'.j
..
~,-~..,
Total ~1 07':\Illl'........',co-
Pittsburgh Pennsylvania.........-,.
(City or Town and State)
.d1L~lA..~".....~~~~NXlnformant
.......101.8 ..Kedxo.n...Av.enue .
(Street Number)
uia~o
Note:The estate agrees to advise the Register of Wills if the amount ac~:paid in settlement of any fee,commission or debt is greater>-........or less than the estimated amount claimed a~,d 1I0wed.~>-~
.~~:%.~~~~ru
Subscribed and sworn to before me this ..CIoY.. . . . . . . . •. . . . . . .~;~
""....><0=<U~ri~::i~E:1>~:i:~=~=0-=""....
........$&"...."......day of ..".~.~gl:l~~.,.......,19.~9,,"th.tJ~...........~ar'Y''pub'1ic'"..,.
in conformity with law on this
~~.~..,~.A.r!.cCAPprai~-
In the event that any future interest in this estate is transfelTed in possession 01'enjoyment"to collateral .'s of the decedent after the
expiration of any estate for life 01'fol'years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer·inheri·
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF T~GIST OF
I,the undersigned duly elected Register of Wills in and for....'"ta;..-"_,,County,Pennsylvania,do respectful!y
report that I have allowed debts and deductions in the amounts c aimed by deponen,xcept as to those items where a greater or lesser amount
:::d~oq~~t~.e.:{(,~~~;f;~;r~.above,which greater or I ..~~~~~tp ~e~.~c.t~~~.....
Register o{Wills
CD -r
-0 rn::J.:
.-CJ
;
"
J-,
(0
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Fonn No.RCC-62 (12-66)
WillAdmini$tration INo Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
..<;;AAC~..~It••:Q~~l~.,.
Deceased
Late of .BQrAugh .of .Chat"l.eroi ....
County of ..Washington .
Commonwealth of Pennsylvania
.....ct':'lREPORTANDA!'TRAISAL
:;;:,CI)
fTI~rn --v""'le~-0 I IcnU)-!mf"l""r-:.or-
~3:<~;=zr-oen
o
~
WOODWARD AND BASSI
Attorneys at Law
701 McKean Avenue
Charleroi,Pennsylvania 15022
('