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HomeMy WebLinkAboutOC1969-1128 - ESTATE OF FOUSERCC-103 (2·64) • COM111..9NWEAL TH OF PENNSYLVANIA DEPARTMEto!T OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION . .; - INHERITANCE TAX RETURN FOR IN SOL VENT ESTATES ONLY OF RESIDENT DECEDENTS Jl co'iJNTY. 0~ Washington 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 date of death, unless an extension is granted by the Secretary of Revenue. Will Admn. No. ___ l969 I,_C_H_E_S_T......,E-:-:-R~G_._. _F...:O;_U::...:.S:....:E=-·----of 85 7 Heslep Ave. , Donora, Pa. (Nome) (Address) Misc. being duly sworn according to law, deposes and says that he is the_s_u_r_v_iv_in--"-g-::h:--u_s_b-:-a-:-n_d--:-------=---------- A (Exec., Adm., Legatee, etc.) of the estate of_K __ T_H_E_R_I_N_E_B_ .. _F_O_U_S_E ______ Iate Qf Donora (t;irt, ~orough, or Township) deceased, and that the whole of the estafe of sQid decedent, who died on __ A_u__,g=.u_s_--:-:1c-'--:-1_9_6_9 ___________ _ (Dote) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and no ~enn~ylvani~. Transfer Inheritance Tax is due. ' . . .~)tq~. Sworn a~d sub~cribed before me the 28th d~y of August ~ 9 ~ ·-:;.,-"'-"' ~~ t( ~/7. .;>,A ,£, • . (Signature) (Title) ' '--'Z Notarv Puhlir n4(', • ... ' Type of Asset: .M C · s«o", .... , Deportment ommJs on Expires July 30, 1973 Real Estate, Pers. -. ~ ASSETS Estimated Valuation Property ,Jointly (Attach additional sheets if necessary) Market CAU-TION Held Prop. or Description of Asset Value (Do not writ.e Transfers in this space) Personalty 3 Shares -Donora Lumber Company, Inc. ) $l2Qo. 00 f.J/0 / at $400. 00 each (~~ R c, c_ • J} 7 -I~ I . 1 . ~e_-. ·. .. ~ ..... ~ ~!;(;(6-5 O;f ~ -~- TOTALS ~1, 200. 00 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointeC:IInheritance,,Tax AP-praiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the v~e~et forth oppos~ each item iri the last colu'_!!-9 toffi~ght. /.d A? ~ _,, " ~-~o/',( Dated: c::J7~ t /f'"<:;/ #' Inheritance Tax #praiser V · .. ,. ·DEBTS AND DEDUCTIONS -..../Amount Amount Approved Name of Payee -· Nature of Claim Claimed by Register Lawson-Rabe Funeral HCIT.lf Funeral Services $1,497.10 Chester G. Fouse Family exemption 1,000.00 TOTALS $2,497.10 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for the above County, do resiDectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed, except where I have set forth a greater or lesser amount in the last c_olumn to the right, which greater or lesser amount represents the su~lowed as a dedu~n. ~ C)?~ /.7;~ Date of Approval: Z/Y~ £ ~t-'1.:? , . . ; Register of Wills . ·~· ..... ~ . ; ·.,~: -"1 ~ :· .f >' I .i WilL. ) · Ad.mioistration No. ___ .. _ Year __ . < ' '( 0 MATTER OF THE APPRAISEMENT OF THE ESTATE OF KATHERINE 'B?. FOUSE Deceased Lateof ____ D_o_n_o_r_a_· ____________________ _ County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL I. I ' i• I ' • . .:, (Fi1 e in Duplicate)· COMMONWEALTH OF PENN~YLVANIA ·· · · " DEPARTMENT OF REVENUE HARRISBURG , Directo::- Bureau of County Collections Department of Revenue Finance Building Harrisburg, Pennsylvania Dear Sir: IN YOUR REPLY PLEASE REFER TO Re: Estate of :....· ---.....;K~s.::-::t~h:-:e:r.:;;i~n.re...;B;;;..•m-;F~o;..:u.:.:s:...:..e Date of-Death ----:A-:-U...:.:!t::;.l......,lS,-t.---:-2l:..::::.!:.,_J. 9:..6_\:.._9 _ County of ___ __;,W;..;;a;;..;!l..:...;h.;;..in;:..;:gt:..:.-·.;;_· o:..:n:.._ __ _ State File No. __________ __ ; Pursuant to the memorand·..un of February 25, 1958, concerning valuation of closely held business interests, I herewith request your advice concerning the value of the following: A. Corporations BUREAU USE ONLY TYPE OF _NO. OF INVENTORIED VALUE SUGGESTED VALUE S~RES SHARES uNIT TOTAL UNIT TOTAL NAME. OF CORPORATION · ... 1. ' OONCRA LUfJ&R COHPANY 2. 3. B. ~on-Corporate Interest _ TYPE OF BOOK NAME OF BUSINESS ORGANIZATION BUS. ORG. VALUE INVENTORIED VALUE SUGGESTED VALUE 1. Remarks: Enclosed is the available financial data for all requests under "6"• above appraising any of the above described assets. BY Very truly yours, \ . . i-\ ,.~'/> ~ £:hi~ Inheritance Wa~/W!l~i ser County of as l. t; n Form RCC -47-DIRECTOR ~- ' ,. RCC-81 (2-64) COMMONWEALTH OF PENNSYL VAN lA DEPARTMENT OF REVENUE ,. BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION , NOTICE OF FILING OF APPRAISEMENT CtlESTER G. FOUSE Informant IN YOUR REPLY PLEA8E REI"'ER TO In Re: Estate of ___ .K!_. _T_N._.an...;.. __ !N_h_: _B_._F_-o_us ___ .e_------- ______ W_l!_Sl_l_lli_.·c.;_lro_ . ....;N _____ county _ File No. 63-67-1120 Dear Mr. PouDGt You are hereby notified that the Oclllillal appraisement in the estate of Kat,h~rina l3,. Youse f has been filed in the office of the Register of Wills qf KQ.Sl1ington ;·-County on Ootouur 7 - , 19 69. Said appraisement reflects the • following valuations: Real Est ate ---'---......,.--;=;.,.,;:~~---- Personal Property __ l~.,~2_.oo_·~·-tU ____ _ Transfers _______ ~~~~~--~---- Total ------------~1~,~2~a~o~·~0~o~------ 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 ___ O.;_~t_o_b.;_~_·~~?•~·.;_l~9_6~9 ____ __ l!.STATI INSOLVM Note: This is not a bill. j ' ,:"1 RCC•39 (5-68) COMMONWEALTH OF PENNSYLVANIA, TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of FOUSE, KATHERINE (First Name) B. (Initial) DATE OF DEATH 8-2l-69 FILE NO. 63-69-1128 (Last Name) 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: 10-07-69 --~078-~2~1-~6~9------~-- 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. Q .t? ~ :f}?~ Dated: 10-07-69 J ~- RESISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED 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 Valuatjon of life estates or .i FOR USE OF REGISTER ONLY Taxon$ ________________ ~---- $ Tax on $ ----------------~----( 6~ Tax o~ $ ---------------~--~ 5% Tax oli $ 10% Tax on$ 15% 1.200 00 $·----~~~~~-- 1,200 00 2,497 10 2,497 t e Insolvent Esta: COMPUTATION OF TAX $ ________ ~-- $ ______ ~--- $--------------~----$ ______________ ~---- $ _______ -4-- VALUE AS REAPPRAISED $ ____________ ~--- .. ~~pti~s * Total Estate --------------1---..., 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 BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from ---------to ------ $======+== $----------+--- $====:!=:::= AMOUNT OF ESTATE TAX ASSESSEO $------+-- Estate tax paid $-----~-----'---- BALANCE DUE Add interest at rate of 6% from ----------~10---------- $----------~--- $------------l..._- $ __________ ___.1. __ __ $----------~---- TOTAL TAX BALANCE $ --------+--- PAID $ ________ ~--- 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. · J Will Administration ~ No .. IN THE ....... Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ·······-·············· Deceased Late of DONORA County of .............. W.ASl:i:lNQ'l'OlL ............... . Commonwealth of Pennsylvania REPORT AND APPRAISAL .. ·.-· ... '. ' Form RCC-2 --..................... .9.~~.1?..~~ .. :..7..! ...... !.??.?. ................... COMMONWEALTH OF PENNSYLVANIA DATE DEPA!tTMENT OF REVENUE RESIDENT INHERITANCE TAX ................ ~~.~~.~~~~·~····································· . COUNTY BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 171U . . " APPRAISEMENT ~lJE JlO ........................ Q~.Q.9.::+.!?..~······-······················· . Whereas, Katherine B. Fouse late of Donora ····················································································································································· ··············································································································· I in the County of .................................... W.~.~.mrJ,g:t~:m .................................................................. Commonwealth of Pennsylvania, having died on the ...................... 21 ... s.t ........................................................ day of ...................... A\18.\\~~··································· 19 ... 9..9 .. , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ....................... W.!.g.! .... .9.~~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 Deacrlpllon of A net Valuea Made for I nherl lance Tax Purpoaea I $ PERSONALTY: 3 -shares -Donora Lumber Company Inc. at $400.00 each. 1,200 00 ' r .. • 1,200 00 I Total j ·. IIU~'UIYDIK!XIIIIX ESTATE INSOLVENT form~;•!;:fhbt:~ !:'ih~w<lrll~~~~~:· ~.~ .~~~~i;;~tis ~;~ . ··························z·····~····:z:J!C~~;;··~d··st;~~t·;······························································ ~-"'"·······Y·"~·ip;;;;··o;;;;;·········································• Penna. ~.-. ·~. -· . ' ' ~ ~ t • ~ • .... .. W:AS..B..lNG.'l'OiL ................................ ,;-;,... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of KATHERINE B. ROUSE ·························· ............................................................................... . Deceased. Late of .•· .................. JP..t.-1.9~ ........................................................................ . Date of Death, .... AY£~~.t. .... ?;l..J ..... +..99.9 ......................... .. Appraisemel!t Docket Vol., ................ )~ ............................. . Page, ................................................ No. ~.r..~9.~:J+.?.~ ...... : .... .. Filed in Register's Office, .. Q~.~<;>P~.:r. .... 7..t ..... 19 ... 9.9. Amount of tax due, $ ................................................................... .. DEPARTMENT OF REVENUE Received, ................................................................................................ . E.xa.mined and Approved, .......................................................... .. Wrote abo.ut Appra-isement, ................................................. .. Appeal f1'om Appraisement, .................................................... .. Entered and charged, ........ : ........................................................... .