HomeMy WebLinkAboutOC1969-1093 - ESTATE OF SHAFFERRCC-103.(2-64) .... -' J
COMMONWEALTH OF PENNSYLVANIA
DEPARTMEI'jT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX DIVISION
INHERITANCE TAX RETURN
FOR IN SOL VENT ESTATES ONLY
OF RESIDENT DECEDENTS COUNTY OF ____;W..:...:A:..=.S=H=I=N~G~T~O:..::.N;__ __
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 on extension is granted by the Secretory of Revenue.
Will BLOOM, BLOOM, ROSENBERG & BLOOM
Admn. No. ___ l9· __ I,_...:::Ic...:.--'C=--.::.........,B~L=..::.O.,=O-=-M=----------of washington, Pennsy 1 va nia
(Name} (Address} Misc.
being duly sworn according to .. law, deposes and says that he is the __ ..:.A:.:T:_T=-:.O..:.R=N~E=-Y=----,--,------:---------
(Exec., Adm., Le!latee, etc.}
of the estate of __ J_O_H_N __ E--"._S_HA--'-F_F_E_R ________ Iate of _.:..:A~rnw____,e,_l_l_T.::.o-=---w~n.:..:.:s~:n=-i-'p~---------
(City, Borough, or Township}
deceased, and that the whole of the estafe of sQid decedent, who died on September 9, 196 9
(Date}
consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and
no Pennsylvania Transfer Inheritance Tax is due.
Sworn and subscribed before me .RCWENE EE.i1.ii·JG, NOTARY PUBliC
the 13th day of 19_,__. 74 My ~mmission Ex>Jircs February 8, 19 Attorne (~ --=....;;:..:.=-=--fi·!. 'Washington, Washington CorrntJ;~<Mfi'JJ<hl#-l(;l..j~:l.o.~==::::.....~--(T-Ei:Ltl~e}~~c!.:::.:t...._ ___ _
Type of Asset:
Real Estate, Pers.
Property, Jointly
Held Prop. or
Transfers
NONE
..
:: ASS~TS I
, .. : (Attach additional sheets if necessary)
,.,, De~criptici.n· of Asset ~-:::.
. ..
... . ,,
7
Moneys received :rn this estate were by
reason of recovery from an automobile -
school bus accident and said moneys are
not considered as assets of the said
estate for payment of inheritance tax.
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TOTALS
REPORT OF INHERITANCE. TAX APPRAISER
Estimated
Market
Value
//0 .ov
Department
Valuation
CAUTION
(Do not writ.e
in this space)
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I, the undersigned duly appointed lnheritan'ce Tax Appraiser in and for the above County do respectfully report that I have
appraised the real and personal property as reported in the foregoin ule at th'l-. valu~ set
the last column to the right. .-i
Dated: /l - -1
Name of Payee
John H. Shrontz
Observer Publishing
F. J. Buckley Ins.
Register of Wills
washington county
Reports
DEBTS AND DEDUCTIONS
Nature of Claim
Funeral Expenses
Advertising Estate
Administration Bond
Letters of Administration
Advertising Estate
/ ~-" ,./
':"'~ TOTALS
REPORT OF THE REGISTER OF WILLS
Amount
Claimed
$1,107.00
14.00
10.00
9.00
14.00
1 154.00
Amount Approved
by Register
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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 whe set forth a greater or lesser amount
in the last column to the right, which greater or lesser amount represents the su . allowed as a deduction.
FEB 1 ~ 197t/RUSSELl MARINO Date of Approval:--------~~=------
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IN THE ...
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MATTER OF THE APPRAISEMENT .. '-·/;. •·.··
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OF 'T.HE
ESTATE OF
;_ JOHN E. SHAFFER
Deceased ~;,
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Late of Amwell Township ....
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County of Washington -I
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Common~ealth of Pennsylvani.a
REPORT AND APPRAISAL
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RCC-81 (6-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
BROWN He. SHAFFER
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
~OHN E.. SHAFFER:
In Re: Estate of ---------------'----------
WASHTI~GTON ---------County -File No. _________ _
63-69-1093
Dear SIR:
0RIGINJU. You are hereby notified that the_'i'i'U~'i':',_.....,!::"'R"T"'AnF:tC·Frli''Eff'tr" _________ _
appraisement in the estate of JOHN E. S . . .
has been filed in the oHiCe of the Register of Wills of __ W._AS_HI_ID_TO_N_, ______ _
County on FEBRUARY 14, , 19___7!.., Said appraisement reflects the following
va I uations:
Rea I Estate ---------.--.,.-'""'--ru..-----
Persona I Property _____ I_,I_o_·/_•_00_'_. __ _
Transfers ________ -=--------
J oint I y Owned ---------..,--.,...,...........,...,...-----
T ota 1 _________ 1.:....,1_0_· 7_._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 nine (9) months
(fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from dote of death,
i_nterest at the rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
Estate Tax Act al 19.41,.72.P. S. 2485.1001, P~ •·
Date FEBRUARY 14,1974 Signe~,J)~~
Title ___ AP_-_P_RA_I_SER __ ll ______ _
DATE OF DEATH: SEPTEMBER 91 1969 ESTATE. INSOL~
Note: This is not a bi II.
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1.
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RCC•39 (&-68)
C't>MMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of SHAFFER, JOHN E. DATE OF DEATH __ 9-_9_-_69 __ FILE N0._6_3_-6_9_-_l_09_3_
(Last Name) (First Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER
WASHINGTON I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ____________ _
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: _FE_B_R_UAR_Y_l4_,_1_9_74 __ _ ____ n_o~ ___ rc_R. __ De_IDffi __ u _______ p/
INHERITANCE TAX APPRAISER
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 depo~en ,-eXoee as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F" hich greater or lesser amount represents t.he sum
allowed as a deduction.
Dated: fEB 1 5 19Jil RUSSELL MARINO
.... -.... ,..., ..... -
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
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
$ $ $
ESTATE INSOLVE
annuities................... -$ _____ -+---
ESTATE TAX ASSESSMENTS $ _____ ......___
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on$ 2%
Taxon$--------------~--~
Tax on$ 5%
Tax on$ 10%
Tax on$ 15%
$ _______ ~--
$ ________ ~--
$------------4----$ __________ ~---
$ ___________ -4----
NT
Exemptions •
Total Estate------------~------
TOTAL TAX $-----------~---
· (*) 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 $=====~===
Add interest at rate of 6% from _______ to ______ _
AMOUNT OF ESTATE TAX ASSESSED $------~--
Estate tax paid $ _____ --L.. __
BALANCE DUE $-------~---
Add interest at rate of 6% from
------~10---------$-----------4----
TOTAL TAX BALANCE $ -----+--
PAID $-----~--
FOR liSE OF REGISTER ONLY ADJUSTMENTS
Will
Administration ~ No ................... . Year· ........... .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF·
JOHN E. SHAFFER
Deceased
Late of AMWELL . TWP.
WASHINGTON County of . .-................................. .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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Fonn RCC-2
DATE FEBRUARY 14, 1974
" I)EFAaTMENT OF REVENUE
BUBEAU.OF COUNTY COLLECTIONS
• HARRISBURG. PENNA. 17 12 7
COMMONWEALTH· OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
NTY WASHINGTON cou ................................................................................................. .
FILE NO •........ PJ.~.Q9.~l..Q93 ...................... _ ..................... .
· · JOHN E. SHAFFER AMWELL 'lWP. Whereas, ...................................................................................................................................................... late of .............................................................................................................. .
in the County of ............................................... ~~~-~-~9.~?.~ ...................................................... Commonwealth of Pennsylvania, having died on
the ........................................................... 9.t...~ ........................... day of ................. ~P.-~:-............................. 19.74 .... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ....................... P.Q~.lC .... R ...... P..~MARl.A: .............................................. , 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 gro i t of 'd tate h r b fil th f II a p a· e t· wng ou Sal es , e e y e e 0 owng p r 1sem n .
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.
Appraisement Unit Description of A net Made for Inheritance Values Tax Purpoaes
PERSONAL $
SEE COPY OF APPRAISEMENT 1,107. 00
ESTATE INSOLVENT
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WASHINGTON
County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JOHN E. SHAFFER
Deceased.
Late of
AMWELL TWP.
Date of Death, ......... ~~~ ... ??. ..... !.?.§?. .............. . . ~-
Appraisemel!t Docket Vol., .. .?.?. .......................................... .
p 10-5 'AT 03-69-109.35 age, ................................................ l~ o ......... : .. , .................................. .
Filed i1~ Register's Office, ... ~.J::l ....... ~~ ........... .19 .... 7.4.
Amount of tax d1te, $ .................................................................... .
DEPARTMENT OF REVENUE
Received, ................................................................................................. ..
Examined and Approved, ........................................................... .
Wrote abo.ut Appra-isement, ................................................. ..
································································································································· . .
Appeal f1'om Appraisement, ...................................................... ·
Entered and charged, ............................................... : .................... . . . .. •
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FORM 67 REG. WILLS
REV. 1-50
1\ppltration for 1Jlrttrrs of .P.bministration on tbr
Estate of ..................... ~.9~ .... ~.~ ..... §~.f.f.~J3: .............. , ............................................................................................................................. ..
.....................................................................................................................................................................................................................................................
late of ............ ~~.~.!.~ .... ~9..~.!?:.~.~.~P..!. ...... ~~.~.~.~?..<J.!.~.!?: .... ~9..~ .. !. ..... ~.~.~, Deceased.
Before the Register of Wills of Washington County
personally appeared ............... ~f.Q~P. .... B..~ ..... :?..h.«~'tff~.f. ........................................ : ................ : ............................................................... ..
who, being .duly s\yorn deposes and says that... ............ g:~?.:h.n .... ~.~ ..... §h.~J.~.~f ..................................................................... :
age ... JJ ..... , havi~g .... hJ.§ ... last family or prinCipal residence at.. ....... R.: ..... P. .. : ..... #.!..t ..... ~!t.Y. ............................. .
. (Street and Number)
........................... : .......................................................................... : ....................... ,Washington County, Pennsylvania, died intestate
(City, Borough, Township) . __ _ . · 0
at.. ... ::P.i:t.t.§R.'9.E9:n.t. .... ~.~.P..r:r~.Y.J.Y..~D:!.~ .... , o~ the ..... 2.. .. day of.. ..... §.~P..t..~W.~.f ............................................. ,
AD 1969 t .8:20o'clockAM· · d f 1. tt.t th t' td a1 . .,. . .................. , a ........................... ~................................ ., possesse o, persona es a e o e es 1ma e v ue
$ Unknown d f a1 · ( · h C. · a1 h·~ f P 1 · h · .d I f .................................... , an . o re estate m t e ommonwe t o . ennsy vama to t e estimate va ue o
$ ...... ~?..!:!.~ ................ , situate in ........ : ................................ · ........... ; .......... : .. ~.:: ..... : ............... ~ .... : ..................................................... , .......... · ..... , ...... ..
............................................................................................................................ -................................................................................................................... . . ·~ • 1
' The name~ and addresses of the decedent's .surviving spouse (if any) and other heirs including
heirs by adoption) are as follows.
REJ,ATIONSHIP RESIDENCE
....................................... ' ......................................................... : .............................................................................................................................................. .
Brown H. Shaffer·· · · · Father:· R. ·D. #1 Amit P. ..................................................................... : ................................................................................................... .t .................... Y..~. ...... a ........................... ..
...... ~.~9..~.~.~.~ ... ~.~ ..... ~~~.~.~~.£ ................................... M9.t.h~.f..: ............ .R.~ ..... LL ...... #l.~ .... Amit.y..,. .... .P.a •.. · ........................ . . · . . I. . .
.................... ). ................................................................................................ , ...................................................................................................... , ................. ..
; . .................................................................... ; ......................................................................................... -................................................................................ .
........................ · ................................................................................................................ T .................................................................................................... ..
That deponent is over 21 years of age, resides at.. ....................... g.~ ..... P..~ ..... #.±.I. ..... .?\m:t.t.Y ........ .P-.9..~: ................ .
is a citizen of the United States and a resident of Pennsylvania, an::l. respectfully applies for Letters of
· Administration upon the Estate of said decedent, no letters having been previously issued thereon .
Sworn and subscribed before me this ........ !.?..t.h ........ . lJ/n!J~».:._:/.,/_~, .. , .. _,,,,,,, ........
day o£.. ...... ~~1;:~.~~.!: .................... , A. D., 19 ... §.~ ....... .
.............. /. ... ~~::::!.. ....... ?.2(~~&.: ... ..
REGISTER
I
COMMONWEALTH OF PENNSYLVANIA } SS:
WAS:::::~:J;?.?:.(. .. L.... , 19 .. f...f.; comes .. ~.~ .... fi..: .. d£..~
:::,::~n:.:~: ::o:e:~: 0~:~~~~£.:~~=~ .. :~-~~~:i.:.':~.~:. g::.::.
to the best of.. ... /~.skil1 and judgment in strict compliance ~ith the laws of this Commonwealth, mind-
ful of the laws relating to inheritance taxes.
y-·/~ da::;~~~.~.~~.~~:.~~Aili~:: .. ~::~:::: . j;~.2L, ... ~ ............... .
...................... Y. ...... ~~~ ... ~?6f..~............... . ......................................................................................................... ..
R§lGISTER
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APPLICATION FOR·
Letters of Administration
ESTATE OF
JOHN E. SHAFFER . .......................................................................................................
Deceased
R $ ............................. .
~-.
Letters...................................................... . · . Q c.,
.. . p $ .......... j...-........... .
<Extra Alias ............ a;$ ..... ~.';\. .............. . =e. ·:;o t.O .....,_
C "f" >·f"fl :a . -<r ert1 1cates . (f)-.~.~-•••• ~:···r--················ ~ ~ ·-{ll -o . --.•• _.,(I')~ $ ............. Renunctat10ns;g, :=l!.f'Pt-.•.• ,....., ····t·+·t················ 0 f'T'j ,.... r"'-1 -
, ..,..... ;:Q._f""" ~a ···················~··o······················· $-···;.o:··········:,····· ..... ;1!! 91 :ll: . , " "''J'., ~..,...,.
V) :P--::::E ). : . ···················o,·~:·.·~·····················;···i···················z:~r~' ~ ;;::. z ,. -· < . fl. . -j
al ~r-··· . ~ Tot .................. ~ .. ~CF1 .. o .............. "::t:" ................ :; ........... ..
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LAW OFFICES
BLOOM, BLOOM, ROSENBERG & BLOOM
200-210 WASHINGTON TRUST BUILDING
WASHINGTON, PENNSYLVANIA
15301
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1\tinm i\11 :!lrn iy Wqesr Jresents
Estate of .. : .......... : ..... ~.9.~.~ .... ~.~ ..... ~~~~~.~ ........................... -} N f 19 11 h. o ............................... 0 ........... .
late of ...... ~.~ ........... ~~~"9..~ ..... ~P.. ................... , Deceased
KNOW ALL MEN BY THESE PRESENTS,
That we, .................. ~.E?.~~ .... ~ .. : ..... ~~~.~.~~E ..... ~.~ .... r..r..!n.g.±.P.~.l ... ~.P..~l ... V..:o:j,.t..~.g .... §.t~.t.e .. a ... .r.~id~.li.ty and
........................ , ......... G:.hH~:.:r.~.n.t.;r. .... C.o ..•..... a.al:timor.e.,. .... .Md ....... S.ur.a.t¥ .................................................................................... .
all of Washington County, Pennsylvania, are held and firmly bound unto the Commonwealth of Pennsyl-
vania, for the use of those interested. in the estate, in the sum of... ... f.~Y.~ .... g!:!Il:9..r..~.~L ..................... Dollars, to
be paid to the said Commonwealth, to which payment, well and truly to be made, we do bind ourselves,
jointly and severally, for and in the whole, our heirs,_e_Xf!CUtQrs,_administratQrs_, succes~or_s_and assigns, and
each and every of them, firmly by these presents. Sealed with our seals and dated the .. J.~.~.h!! .......... day of
....................... ~.~.P..~.~.~~.~.~ ........... A. D., one thousand nine hundred and ..... ~.;.~.~.¥. ... ~ .. ;.!1:~ ........................... .
THE CONDITION OF THIS OBLIGATION IS, That if the above bounden ............................................... .
.................................................... 5r..o•n .... H ........ sm . .f.f.fl.r. .................................................................................................................................... .
Administrator ..................................................................................................... or any of them, shall well and truly administer
I, ................................................................. ' ....................................................................... , surety in the sum of $ .............................. on the
administration bond in the estate of ............................................................................................................ , say that I reside at
............................................................. : ................ , Washington County, Pennsylvania; that I am the owner of real estate,
the title to which is in my own name aJ:?.d d~ly recorded, situated in .............................................................................. : ........... ,
Washington County, Pennsylvania, worth above all encumbrances·$ .................................... ; and that I am worth
the amount expressed in said bond? over ai}d above my just debt~ and liabilities.
~--~·=· .. ····························-·············································································.····· Street , P.O.
· ~tattmrnt nf iuri:ty
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I, ....................................................................................... : ................................................ , s}lrety in the sum of $ ............ : ................. on the
administration bond in the estate of... ......... : .................................................... i .......................................... , say that I reside at
' . ( . .............................................................................. , Washington County, Pennsyl~ania; that I am the owner of real e~tate,
the title to which is in my own nam~ and d~ly re~orded, situated in~ ............................................................................. : ........... ,
Washington County, Pennsylvania, worth above all encumbrances:$ .................................... ; and that I am 'worth
the amount expressed in said bond, over and above my just debts and liabilities.
. . ····································-·································· .. ·········································•····· Street P.O.
COMMONWEALTH OF PENNSYLVANIA, } SS·
WASHINGTON COUNTY, .
And now .......................................... 19 ............. comes ............................................................................................................................. ., .... .
who being duly sworn, says that he is acquainted with the financial standing of the securities to the within
bond; that the said obligors have each executed the said bond and that the sureties thereto are the owners
of real estate in their own right of value more than the penal sum of said bond over and above all incum-
brances and exemptions.
Sworn and subscribed before me this ............................. .
d~y of ................... : .............................. : ..................... A.D. 1 9 ........... .
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#1725
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No. 6.3~69-109.3
1\~miui.atrtttinn fSnnll
IN THE ESTATE OF
JOHN E. SHAFFER
Bond Book 63 Pag.e 172
Attys: BLOOM~BIOOM~ROSENBERG & BLOOM'
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