The URL can be used to link to this page

Home My WebLink AboutOC1969-1133 - ESTATE OF CARSONFonn No. Il.CC-62 (12-66) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER 110,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, j EFFEeTIVE ,JANUARY 1, 1962. (FILE IN DCPUCATE WITH COPY OF WILL ATTACHED) I 5 ~ '. . . . (o3-~7'-/o~ OFFICE OF THE· REGIST-ER OF .WJtLS . . . .,. ~ Coun.ty of . : .... Washington~~-.'. :~:!· . · · ....... , ;'. M~t'j.Qt'i.~. T .•.. CatsP.n ............... of .4Z~ .. Lin~P.ln. Ave.~:,. Cha.t:ler:oi," .. Penna .. . ' (Name) (Address) --· .. s E • being duly ____ :._~SW.Orn ____________________ .according to law, deposes and says that he is the _____ :__________ Kecutr~X..; __ : ____________ ~--- . • • • (Exec., Adin., Legaree, Ere.) of the 'estate .of ______ ..Erieda .. E .... ___ C.ai:s.o.n _____________ whose last residence was.~ __ t.26 .. Linc.oln.Av.enue., ............. . · (NoJ (Srreel) __ .C_hsu:lg_rg_i_,. __ _l~e.xm~ .. ,__, ______ .deceased, and that the whole of the estate of said .decedent, who died ____ 8.L18 (6.9.~ ______ ::. (Ciry, Borough or Township) • · · · · (Dare) consisted of: •' r REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN0ES 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 Estimated Value ' None JILJ 12 J#_t_ , ~9)'Jf ·!, - " . ; ,. . , . .. !).'! . ~ -· .. ·.:- ol :Personal Property \ 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 dec.,.edent's account at the date of death and the type of account, account number and the exact name or mimes i-n which the account is registered. Jointly Held Property Savin s accounts at the Association in ~12751: in the.amount of (y( 't-1 /!2104 .in· the Account at 50 shares of G.C. MUr h common stock at -Transfers within TWO YEARS Prior to Death None Estimated Value 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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT None - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full namesof 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 .. M ariorie T Carson n.qn~ht:~r Yes Sui Juris Residue ~ - .... , . , . ""'! .,. . - 'RESIDENT DECEDENT' DEBTS AND DEDUCTIONS CLAIMED ~ -.N()TE · List first five items in the spaces so provided, observe notations thereon, and ins:ructions·• DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~EGISTER ONLY Harold Schrock Filin2:. TnhP-r Tax R~turn -W'j ..2 ... J:~d and Bassi OTHER DEBTS AND CLAIMS ~aven Crest ~r. Blt'oughe:E Dr. Salvino Dr. DeRienzo ~ospital room ~mbulance Kurtz Monument ,-_ Rev. Blair Beautician . Medicine Flowers I Funeral expenses paid Family exemJ:tion (will not be allowed unless decedent died :~esiding with a spouse or children.) Administratio:-t Expenses * Counsel fees * Fiduciary -commission * ( *) See Note below .. 0 '. .. .._ 0 ... - $.1.,498. ~l 1,000. ~0 ~ no 100. ~0 179. 55 ' 15. 00 \ 5.0 00 140,. 00 -96. po \30. po 14. po 20. 00 10. 00 6. 95 42. 40 T~~ $3,160. 81 $ Note: The estate agrees to advise the Register of Wills if the am·)unt actually paid in settlement of any -fee, commission or debt is greater or Jess than the estimated· amount claimed and allowed. S~bscribed and sworn to before me this ........... ·f~t;,·/J;tlllt~ "t,' • JfJ Wl!..f'o, :/;_.f'~ ......... ~.Q~. J:l ......... day of . . . . ep.tember. ~ ~~ '~tJ/1~~;:::~11, llllJ:4p ~; ' 11!!"1· ff}' fJJI :Jo/~ '"'·'~~t/Jq t!Btftt ... 0. . . . . . . . • . . • . • . . . . . . . . . . l/f!c11311/o114'1r •I~ .1.&~ -7C~~ ..... . . '!} (Efx·e·c~-t~~~~) 426 .. Lincoln .. A~~;n~~-................... . (Street Number) .Ch~~l.~~Q.i, , .. f~nt;t.~y:ly~;nj,~ ............ . (City or Town and State) Having been duly swo~ /'ccording to Jaw, I do hereby certify that th~abo.v appraise ................. I_:-~ .:/I:_ ...... day of .............. --Sepl!!ent·8· .e. E'-.·.· .. .~· .... :a·.·~ .. ·.·_·c· _,· .L, ~·6~.9~. 7 /7.. ~"' ........ ~.--:&~~;~;;···· Jaw on this In the event that any future interest in this estate is transferred in possession or enjoyment to col t raJ 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 ·inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE-REGISTER OF WILLS '-. I, the undersigned duly elected Register of Wills in· and for ......... :. W~~h_tp_gt;9.IJ. ......... County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent, except as those items where a greater or lesser amount is set for~h in t~~ last colum}to the right in said schedule above, which greater or lesser aT unt presents the sum a~~n. Dated: ~~ ... /.f3 ... //~,Y.... . ................................................... . . Register of Wills '!"'-•• [ ~ ) .\ I I I: '. • I ,-, f '" ... !, ·-. ,, I I i 2 ~ .. .. ' .. •..: .. -: '. b: : ~I: ;;( ~.""; -, ., ' , .. ) : • . " ""! ... '- ": _, \ .. -- " ;.] .. :i . .... .. , .... ~ ~. <.)~} 0 ·~ 3 ----------~---------- Form No. RCC-62 (12-66) / A -J ~"':/ j / 2 ~ b.,e .. :;,. {p""L-/ ~ wm: , ::. l -· · Adminis~~atioil SN~: .. ,, · ~ · · · · · Year ..... . . ' IN.THE . . ·'·MATTER OF THE APPRAISEMENT OF THE ESTATE OF ....... f.J;":f,.~qc;t, ,E;, .. G~~.S.QJ;l .........•• Deceased County of .. Washiog.ton ............. . WOODWARD AND BASSl ATTORNEYS AT LAW '7th' AND McKEAN AVENUE ·CHA.RLEROI, PENNSYLVANIA ~'No. RCC-62 (12-66) THIS FORM R~Q~RED-I~ ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 18, 1981, EFFECTIVE .JANUARY 1, 1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) J I I I ! I I I I I .. ' <. OFFICE OF THE REGISTER OF Wll:.LS County of .... W~~Ai.t:l&t;9P ......... . . . . . ~C!-;"J.C?;"~.~. ~.· .. ~~~~~!} .. · ................... of . ~~9 .. lttnt:9~~ .~X~J;t~~, .. GI:t~.t:+~.t:<?~.,.~~!l.q.~ylvama (Name) (Address) being duly __________ .s.wo.rn ________________ .according to law, deposes and says thatSle is the __________ Ex.e.cutrix. _________________________ _ . (Exec., Adm., Legatee, Etc.) of the estate of ___ fxj,g_g~---~-~---C.C!~_$_QD __________________ whose last residence was !t.2.6 ... Linc_Qln .. AY-enu.e . ._ .. C.ha.r~e.ro i , (No.) (Street) J?~_nn.s..;yJ.yg_t\.i~---------------------deceased, and that d~e whole of the estate of said decedent, who died __ ,Ay_gJJ..S..t ... l.B.,. ___ l96 9 (CitY, Borough or Township) . (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCi: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 Estimated Value -· .L -./d.A 11......_ ..,.,... A life ee~&~e in and to: ALL that certain parcel of land $8,000.00 being a part of Lot Number 808 on the plan of the town of Charleroi, Washington County, Pennsylvania, fronting on the Easterly side of Lincoln Avenue, between Fourth and Fifth Streets, the distance of twenty-two (22) feet, more or less, as shown on said Plan of the town of Charleroi, and running back the distance of Seventy-nine (79) feet, preserving the uniform width of twenty two (22) feet the entire distance and being improved with a two story frame house. containing four rooms, basement kitchen and cellar sixteen by thirty (16 X 30) feet. $.bh~~/ -~ Personal Property - , .. ~ . -- 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 th e 1 s n decedent as of the date of death. Such letters must be signed by a responsible officer of the financia institutior-:-.:Pr. rqortgage holder and indicate clearly amounts of principal and interest in the decedent' account at the date of death and the type of account, account number and the exact name or mt'ihe~? l which the account is registered. '"------- Jointly Held Property Estimated· " . Value . . .,__ '" - ' ' Transfers within TWO YEARS Prior to Death ' - That at the time of death there was no saf~~tered ih decedent's indi~idual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with-n'fht 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 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 - I I / ... '' .. r. .. , RESIDENT DECEDENT ' DEBTS AND DEDUCTIONS CLAIMED NOTE: List first five items in the spaces so provided, observe notations thereon, and inst~uctions ... --DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN fKEGISTER ONLY Funeral expenses paid $ $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * ---Counsel fees • Fiduciary commission * I OTHER DEBTS AND CLAIMS (*) See Note beiow ' .. - Total .,. Having been duly swom according to law, I do hereby certify. that the above appraisei:-lent is made in conformity with law on this .................................. day of ....................... _ ..... _ ................ , 19 .... . Appraiser 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·inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in· and for .................................... County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount .s set forth in the last column to the right in said schedule above, which greater or lesser amount r~presents the sum allowed as a deduction. Dated: Register of Wills -• 0 - r,-,....-----------------~-~---""'·~=~---~~-----.------------~----~- rl ' ,, ,, Fonn No. RCC-62 (12-66) Will l Administration SNo. · · · · ·.· · · · · Year ..... IN THE MA 'J;TER OF THE APPRAISEMENT OF THE ESTATE OF Frieda E. Carson Deceased County of ...... ~?.~~~~g~~I?-.......... . Commonwealth of Pennsylvania REPORT AND APPRAISAL WOODWARD AND BASSI Attorneys at Law 701 McKean Avenue Charleroi, Pennsylvania '- '...\ -:: "~ -. -' . t: I R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS • INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REFER TO 8 3 - NOTICE OF FILING OF APPRAISEMENT MARJORIE T. CARSON (Executor~~. In Re : Estate of _____ -=-.F=.;;R=.IE___;D;:_A ___ E....;;. ___ C_AR;:_S_O;:_N ____ _ _____ W=A=S:..:.:HI=-=NG;:;.;T::.;:O~N _____ County -File No. 63-69-1133 Dear Mr~. Carson: You are hereby notified that the original appraisement in the estate of Frieda E. Carson has been filed in the office of the Register of Wills qf Wash~ngton County on November 18 , 19~. Said appraisement reflects the following valuations: Real Estate ----'------=-8.,..;,~00""'· .-:0:--.:.·-=0-=0 __ Jt. Held :Ji:!u'""'*'illh1l'll'l!IJI"~ __ ____;2..;_;0~,~3..;..;60-::'..:::.3...;;...8 __ Transfers ________ ~------~~--~---- Total ------_,-----!:2~8!..1'..t.3~60:::.;•:...3~8::..___ As to such ~ax 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·Z.ate 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 ___ ....;;N~o~v~e=-mb=--er~l=-8~,~1~9_6~9 DATE OF DEATH: August 18, 1969 Note: This is not a bill. J COM M 0 NWEALTH 0 F PENN SYL'(/AN I~ DEPARTMENT OF REV-ENUE INHERITANCE TAX t?IVI~ION . w~~~~~~~~~Coc WASHINGTON, PENNSYLVANIA 15301 October 23,. 1969 ATTYS'~ WOODWARD & BASSI 701 McKEAN AVENUE, CHARLEROI, PENNSYLVANIA . 15301 . • l ,, • • • • • Re: ~. ; . I ' Estate of FRIEDA E.'CARSON Late of· CHARLEROI Date of death: Aug. 18, 1969 D·ear Sirs: Will you p~ease file a,supplemental appraisement in the above mentioned estate. The real estate must be reported because of a Life interest in this property according to the Deed. May we have this appraisement soon? Thank youo /led .. . '<CC·39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of CARSON, (Last Name) FRIEDA (First Name) E. (Initial) DATE OF DEATH 8-18-69 FILE NO. pJ-69-11.3.3 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". D11ted: ___ __,1~1=---=1:.:::::8_-6::_9£__ __ _ 08-18-69 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 "' a deduction. /:) ~.r .<. -~-/> Dated: 11-18-69 ~ «-'~~ REGISTER OF WILLS INVENTORY i 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 VALUE AS APPRAISED $-8 000 00 25,199 57 25,199 annuities o o • • • • • • • • • • • • • • • • • $------4--- EST ATE TAX ASSESSMENTS $ _________ ..J.__ Tax on$ 2% .• 25.199 57 Tax on $ ----------+---~o Tax on$ ~ Taxon$ __________ ~-- Taxon$ __________ ~--- 10% 15% $-------~--~--- $ ---~l.c.~.o· s£:!:1~1:.+19.L.L._7_ $------------4----$ _____________ ~--- $-------------4---- VALUE AS REAPPRAISED $ __________ ~--- Exemptions========!=== 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 $ ----------4---- Add interest at rate of 6% from ---------to ----"----- AMOUNT OF ESTATE TAX ASSESSED $----------+-- Estate tax paid $ _____ __. __ _ BALANCE DUE $ _______ ____L __ Add interest at rate of 6% from -------~10---------$--------~--- TOTAL TAX BALANCE $ -----------+---- 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 FRIEDA E. CARSON Deceased Late of .. CHABLER.OJ. .............................. . County of ~ WASHIN(j1'9N Commonwealth of Pennsylvania REPORT ANI) APPRAISAL Fonn'RCC-2 . COMMONWEALTH OF PENNSYLVANIA DATE ................. ~.9.Y.~l>..~.~ .... ~.~.?. ....... !9.:~9. ................ . DEPARTMENT ·oF REV.ENUE. .. RESIDENT INHERITANCE TAX Washington .~,. COUNTY BuREAU OF COUNTY COLLECTIONS ............................................. ,_ ................................................... APPRAISEMENT . I. r....:. HARRISBURG, PENNA. 1712 7 FILE NO. . ......................... QJ.::.Q9.:.:J.J.J.J. ............................. Whereas, ................................... f.r.i.~.d~ .... ~.w ..... G.~.~.9.~t ......................................................... late of ............................. ~.~~.~.~.::?.~ .................................................. in the County of .................................. Washing.t.an .................................................................. Commonwealth of Pennsylvania, having died on the ................................ l~ ... :t..h ............................................ day of ............... ~~.~.~ .......................................... 19 ... ~.~... seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .............................. W~.R~ ..... G.h@. .. ey ................................................................... , 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 ail 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 Description of Asset Values Made for Inheritance Tax Purpoaos ~ $ REATLY: Al life interest ~in and to: All that certain parcel of land being a put of Lot No. 808 on the plan of the t.own of Charleroi. Washington County, Pa., fronting on the - Easterly side of Lincoln Ave., between fourth ani Fifth Sts., the distance of 22 feet more or less, as shown on said nlan of the town of Charleroi, and running bace the distance of 79 feet. preserving the uniform width of 22 feet the entire distance and being improved with a two story frame huse containing four rooms, basement - ' kitchen and cellar sixteen by thirty feet • • .. 8,000 00 ! I .. . JT. HELD: l , ~ See copy of Jt. Held property filed with appraisemmt 20,360 38 I . j j j Total 28,36C 38 i fonn~;·:;:~h hi:~ ::Ifh~w~ .. ~ri~ .. to .. ~:: ~.~ o~~~~~ •• t=tf£o~~ ·::~=;;;i::;;;d~~~~~ ra1 r ••••?W;JJ;:p";~;;:.s;:.·)··························· : ~~::. '• ...................... WAS.H.J.NO..'r.QN .................................... Coum1y RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ........... f..RJ.E.PA ... ~~ .... C ... AJ:Js.O.N ........................................................... . Deceased. Late of CHARLEROI .. Date of Death, ...... A.\\g~.t .... l..$.~ ... .!..96.9 ...................... : .. AppraisemeHt Docket Vol., .......... ..3..~ .............................. .:. .. . Page, .d~.: ... i. ................... No ... 93. -:9..9=-.:UJ.J. .......... . Filed in Register's Office, ~.()Y..~.~-~-~----~-?.,..19 .. 9.9 ... . Amount of tax due, $ .................................................................. .. DEPARTMENT OF REVENUE Received, Exa.mined and Approved, ........ :············································-.... .. ;· Wrote abo.ut Appra-isement, .................................................. . .! Appeal j1'om Appraisement, ..................................................... . ································································································································· -. Entered and charged,