The URL can be used to link to this page

Home My WebLink AboutOC1969-1144 - ESTATE OF LOCHINGERl' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA8E RBP'KR TO GEORGE H. LOCHINGER Informnat In Re: Estate of _____ ..::lt~at~h~er~ine=:.......!:Lo:::" ~cbinp:e=~~r ___ _ ____ W._a_s_hi__:ngt=--o_n ______ County -File No. 63-69-1144 ~ Dear Mr. Lochinger: You· are hereby notified that the original appraisement in the estate of Katherine 16Cblriier has been filed in the office of the Register of Wills qf Wash!ngtOn County on December 22 , 19..ftl. Said appraisement reflects the following valuations: Real Estate __ ~--------~~=-~------Jt .• He1.~ ___ 6;;..e,~97.:....;0:.:.•.=.18.;....: __ Transfers--------------~===-~------ Total _______ ~-6~,~97~0~·=19=----- As to such ~ax that is paid within three months.from date of I t death, a five (5%) percent discount is allowable. As to any ~ax that I remains unpaid after one year from date of death,· interest at the· rate j of six ( 6%) percent per an'num is charged. Any party in interest who is aggrieved by an appraisement may , appeal therefrom as provided by law. Date ___ ~D~e~c~==~e~r~2~2~,~1~96~9~----Signed {l;J} L, R-~xl<. W .R. CHANEY, CHili? APPRAISER Title DATE OF DEATH: July 20. 1969 Note: This is not a bill. ~ "<""CC-39 (5-68) CO.,..MONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT .. SUMMARY Estate of LOCHINGER, . KATHERINE DATE OF DEATH 7-20-69 FILE NO. 63-69-1144 (Last Name) (First Name} (Initial) REPORT OF INHERITANCE TAX APPRAISER 1, 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: ---'12=--...::2=2--6=-9£._ ___ _ 07-20-69 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for 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: ________________________ _ REGISTER 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 Valuation of life estates or $ o, 'l(U JJ:5 6·. Q?O 18 annuities ......... Cl •••••••• ·a $---------+-- EST ATE TAX ASSESSMENTS $ __________ ......__ $ o.97o .i8 6, 970 18 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Taxon$ ________________ ~---- Taxon$----------------~---+ Taxon$----------------~---- Taxon$ ________________ ~---- Taxon $ ________________ -4---- $ __________ -4-- ~ $ ___________ -4--- $------------4----$ ______________ ~_ $ ______________ ~_ VALUE AS REAPPRAISED $ ____________ ~--- Exemptions========l== Total Estate _____________ ~--- TOTAL TAX Yo 10%" 15% • $--------------L-- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=======4== 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 $---------1---- Estate tax paid $ __________ ___. __ __ BALANCE DUE $----------~---- Add interest at rate of 6% from ----------~10------$-----------4---- TOTAL TAX BALANCE $ ---------+-- 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 Administration IN THE··· ~ ,i •• Year MATTER OF THE APPRAISEMENT OF THE.:: ESTATE OF KATHERINE LOCHINGER ...... . Deceased Late of .. .. ..... W. BROW1\BYJ:~J1!; .................. . County of WASHil\GTON ..... . ..... Commonwealth of Pennsylvania REPORT AND APPRAISAL ( ,'.• ··:;. Form RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ................ .P.~.C..~.R.~.r. ..... ?..?.J ..... J.9.9..9 ............. .. • ,DEPA.RTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. I 7 I 2 7 -COUNtY ............................. ~~~.~~~.~~.'?.?. ....................... . FILE NO .................. ?.?~?..~:::.~~.~ ..................................... . Whereas, .............................. ~.~~.h~.r~.~ ..... ~g~h.~g~.~ .................................................... late of .................................................. ~.~ ..... ~:.?.~~.~.~~~.~ ......... .. in the County of ...................................... ~~.~.~.~~.~~ ................................................................. Commonwealth of Pennsylvania, having died on the ................................... ?.0 .... -th ............................................ day of ................................ ~.~Y ................................ 19 .. ?..~ .... seized and possessed of an estate su b · t t I h rit Tax der the Ia f th C w alth f P lv · Jec 0 n e ance un ws 0 e ommon e 0 ennsy ama; Therefore, I, ................................ W..~B.! ..... G.h9.P.:~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. Description of Anet Unit Appraisement Values Made for Inheritance Tax Purpoaes $ JT. HELD: Joint Checking Acct. in the name of Katherine Lochinger or John Lochinger in the Gallatin National Bank, Brownsville Office, Brownsville Pa. 306.22 Joint Savings Account in the names of Katherine Lockinger or John Loch inger in the Gallatin National Bank, Brovmsville Office, BroW'lsville, Pa. 2,163.96 All those two certain lots of gound en which is erected a two story frame dwelling, and outbuildings in the Bbrough of w. Brownsville, formerly 3ast Pi~e Rune Twp.' Washington County, Pa., being Lo:.s Nos. 1273 and 1275 in the Rest Side Land Company's Plan fronting 80 feet on the North side of Van Buren Ave., and extending in a Northerly direct ion of even width a distance of 100 feet to Alley "Fn. (Property owned by Ca;therine E •. Lochinger, \iidow, and John B. Loch inger, ) 6,970 18 Total 6,97 18 form~~"!;:fhbl:": ::~~w<lrJl •~:-Jl!) ~~~· ~:; .~·~ .. ~~;;;~~~~ ?~·~~: ~ ~r~ise:ent is :~~· 1~n 4l .................. ~ ............... c ,. . .u ............... ~ ......... ~~ Ap 1 AJ~~~~·} : . ~;;,~:. ••n••··········· .WA$I.fU>lGTQN no.. . .. nn•······· County RESIDENT INHERITANCE TAX APPRAiSEMENT -... •-c .. ---. 4 Estate of KATHERINE LOCHINGER Deceased. Late of W. BROWNS VILLE ····································•··························································································· Date of Death, n ...... n .... n~J.:W.,Y ... ?..9., .... +..9q.9 ..................... . Appraisemel!t Docket Vol.,' ................. 3./it .......................... . Page, /:!.. .. ~ .. r... ................. n .. n .. N 0 •..... 93.~.9.9~+..+4.4 ...... . Filed in Regis.ter's Office, P.~.9..t.?mP..~.r. ... ?.?. .... 19 .. n.9.9 Amount of tax due, $ ................................................................... .. DEPARTMENT OF REVENUE Received, .................................................................................................. . ··················································-············································································· .Examined and Approved, .......................................................... .. Wrote abo.ut Appra-isement, .... n ......... : .................................. . ,, Appeal fi·om Appraisement, .................................................... .. Entered and charged, Form RCC-2 I . COMMONWEALTH OF PENNSYLVANIA DATE Oct. 9 1969 .......................................... '-... ............................................................ . · DEPARTMENT OF REVENUE RESIDENT INHERITANCE T'AX COUNTY 'i.A .. ~.H.INQ.T.9.N .................................. _ ... , ...... .. BT.TREAU OF COUNTY COLLECTIONS APPRAISEMENT 63-69-1144 HARRISBURG, PENNA. 1712 7 FILE NO .......................................................................... -...................... \ I Whereas, KATHERINE LOCHINGER W. BROWNSVILLE ...................................................................................................................................................... late of ............................................................................................................... in the County of ..................... ~~.~~.~.~?.!.~.~ .......................................................................... Commonwealth of Pennsylvania, having died on I 20th June 69 . I the ................................................................................................ day of .............................................................................. 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, w. K. CHANEY 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 inheritance taxes at the lawful collateral rate on any such future Interest. the right to appraise and assess transfer Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes $ JT. HELD PERS.: Jt. Checking Acct. and Jt. Sav. Acct. # ~0732 held in theGALLATIN NATIONAL BANK, BROWNSVILLE OFFIC ~' 'BROWNSVILLE, PA. ' in the names of KATHERINE LOCHINGE~ or JOHN LOCHINGER. Opened (1) Cg. 6-18-58 and ( 2) s·av. 2-16-45. Balance as of date of death, (1) $612 43 and ( 2) $4,327.92. Total $4,940.35 One-half tax:a j:)le 2.470 ~8 ! Having been duly swo.rn accoj~~ to law, I do hereby certify thao t£-etbove appraisement is made in con- formity with law on this ............................................................... day of ................................................... ~:3i};·~~;/Zl.'......................................... 19 .... 6..~ ..... ........................................................................ ~ ........................ · Appraiser '''''''''''''-'""''''''''''''''''''''''''''''''"""''''''''''''''"""'"''""''"'"'''""''''"'""'"""' ""''"'''"""'""''''""""'''""'"""""""''"" ( !CumbC!l' and Street) .............. ............... 'WAsiiiNriroif;;ri ... ofti~~i ............................................ , Penna . ...................................... WA.SHINGT.ON. ....... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of KATHERINE LOCHINGER Deceased. Late of WEST BROWNSVILLE Date of Death, ...................... } .. l:IJY ..... ?..Q.L ... J.:.~ .. t?..~ ..... . Appraiseme11t Docket Vol., ..................................................... . Page, ................................................ No ...... 9..3.:::-.. 6..9..:::-.1.14.4 Filed in Register's Office, .... Oc.t .......... 9 ............ .19 ....... 6..9 Amount of tax due, $ ................................................................... .. DEPARTMENT OF REVENUE Received, ................................................................................................. .. Exa.mined and Approved, ........................................................... . Wrote abo.ut Appra-isement, .................................................. . . Appeal f1'om Appraisement, .................................................... .. Entered and charged, ................................................................... . <: :--. .. . ' I ' . I· I r ,..... ' 1'~ .. ' _, -:. .... -I ~ .. ., ·- .• . !, .... . ) Fonn No. ~CC-62 (12-66) THIS FOlUl REQUIRED IN ALL ESTATES WITH ~ROSS ASSETS UNDER $10,000, UNDER SECTION 701 o7Ael"OFJ~E 16, 1961, J EI'FEC?I\)~ JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) OFFICE_ OF. THE REGISTER OF WILLS County of ... Washington .... ' ....... . . . Geor..ge .R.. Loc.hinger ..... · ..................... of a:.o.o .. ChU];'Ch s.t .... , . .Br.ownsvill.e, .. Pa •.......... -(Name) (Address) being duly ______ .§.W_QJ:!} _________ "--------o--.according to law, deposes and says that he is the _____ lnformant__, ______________________________ _ C . th · E L h · d d (Exec., Adm., Legatee, Etc.) a enne • oc mger, ecease · of the estate of _Kathe.rine._La.c.hinger __ aJkf_a ___ whose last residence was ..6.0EL---V-.om--Ru~€.a---------------------------~--' T (No.) (Street) W~_$_t_llrR.:.WJJ..Sjdlle-#--.-Ea.. _______ deceased, and that the whole of the estate-of said deoedent, who ,died __ July.:_2.<00,-,--19.6.9.--, · (City, B'orough or Townshtp) . ate consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT, WHEJ\EIPROPERTY ~ELD AS JOINT TENANT. OR TENANCY BY ENTIRETIES, GIVE N~MES, ADDRESSES AND RJ!tLATIONSHIP OF OTHEI\ OWNERS. Real Estate Estimated ... Value ' '111 J p·(j:lf/ -JuLY-;y,,I)Q .. ' -. ~ ' ~d rY...;:L. ~ A~ ' 'I, < ·ii~AA.aj_;:;L/: Ae :=., ~A!j1:_~/A)f:£~~-~) . I (J -\, --::7 . J J .. . ) 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 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 . A_·· which the account is registered. lJ _---~=-~~----------~--~--------~~--------------~~--------~--------------~~~----------~ Jointly Held Property . ,. ·1. Joint Checkin Account in the na Lochinger in the Gallatin Nationa here is one-a . 2. Joint Savin s Account No 20 John Lochin er in the Gallatin National Ba Pa. '3. outbuildin ton Count ~~~~~X Estim~g Value .. ~. Plani fro~ing 80 feet on the No~rut~hws~i~due~of~V~a~~~~~~~~~~~~~~~~~~~~~ direction of eve.n width a .distance of 1 00 -interest is one-half so the taxa owned b Catherine E joint tenants with the ri ht of survivorshi and not as tena tJ. I p de"th 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; witK.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 THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES . " I· BENEFICIARIES AND ADDRESSES iState full names of all and their addresses who have a.n interest, vested, contingent or otherwise, in estate.) .. - -' . ~ I RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR illegitimate children STATE YES ANNUITANTS are involved, set OR NO AT DEATH OF forth this fact.) DECEDENT RELATIONSHIP OF JOINT HOLDERS TO DECEDENT INTEREST OF BENEFICIARY IN ESTATE j RESIDENT DECEDENT DEBT~ AND DEDUCTIONS CLAIMED NOTE· List first five items in the spaces·.ogo provided, observe notations thereon, and instructions.· DEBT OR CLAIM NATURE OF SA :ME AMOUNT THIS COLUM!'f ~tEGISTER ONLY Funeral expenses paid $ $ ' ' ' Family exemption (will not be allowed unless' ) ' decedent died residing with a spouse qr children.) . ' . Administration ~xpenses * ' -. Counsel fees * ' < ) Fiduciary commission * ' ' ' ' ' I OTHER DEBTS AND CLAIMS (*) See Note b~low ·. < ' ... ; . ' ' .. 1"1' . -I t -. t . ·' . ,, . ., . i .. J -,, ' :~I r .. ' .: f _. .' ·' I J. I ' - : ;;! -< : ' .::1 \..) !~ .. ' ' ' .~.~-.~j!·~!!:a.i:: "~ ~_;~·" '_,ti (.-~ .. --' ' .. .• .-. . ·.., ·' I~.~, (.. ,..c._l ) ' I ~ J ... '· Total ' ' Note: The estate agrees to advise the· Register of Wflls if the amount actually paid in settlement of any fee, eomm · sion or debt is _greater . or less than the estimated amo:1nt claimed and allowed. Subscribed and sworn to before m~ th~s ..... 13th .......... . ~-··_: .... ~f .... October ......... ,196.9. / .. f.,~~······ -Mary Jane Smilh, Notary Public Washin~toC _WastingtJn cgunty. pa. .40.0 .Chur.ch St •.............................. · (Street Number) . Brownsville Pa. . ................ I ................................. . (City or Town and State) _ y omm1ss1on Exp1res ~~~:ng b~n duly ~::1~~~~:1~, I d~h~•~.z=• ~pp:.,~·~:~t t In <Onfo•E law o~thl• .. .. ... aJ .. R .. ·...... .. ................. ¥ .... .. In the event that any future interest in. this estate is transferred in possession or enjoyment to collatera irs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby express .. y 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 electeq Ree-ister 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 is set forth in the last column to the r·.ght in said schedule above, which greater or lesser amount represents the sum allowed as a deduction. Dated: Register of Wills ) .. •'! •'' ~ ... -.q ) .... i., . . _, . ~-~ I. .. ..... . ,..... . ' 0 ~I -.~ '! ':.. ' •' ~·-.. ,-:.;, -. .:J I; ··' Fonn No. RCC-62 (12-66) Will l Administration SNo. · · · · ·.· · · · · Year··· .. -IN THE . MATTER OF THE APPRAISEMENT OF THE.· ' ESTATE OF / CATHERINE 'E~ LOCHINGER KATHERINE LOCHINGER a/k/a • • • • • • • • • • • • • • • • • • • • • • • • . • • • • I • • • • • • • • • Deceased County of .. Washing~o:o. ............... . Commonwealth of Pennsylvania REPORT. AND APPRAISAL .. ' ! '. \. • I .:I .. ' .:. ·I ..... .. ~ c) lJ ( 8l r.:. -,. ·,~ f..r 'I ,. .. ,#, ·, I --------~--~~--~~~~~--~~----~~~~~--~~------------~----------· -------.--~-----· -. Ji ~·~Rcc~-4 .. ~(s-6~8l~~~~~~~CEO•M~M~OaN~W~E9A~UmH~O•FaPmE~NaN~SV~~3VA~N~I=Aa.c=Ea~~a··K··~~~-· ~~~:~::j j . , . . . DEPARTMENT OF REVENUE NO. A085357 OFFICIAL RECEIPT. PENNSYLVANIA iNHERITANCE AND ESTATE TAX I ~.~_=====================================~==~==~ RECEIVED __ TW.&J.Il.!Ot.L..IH~·UHJ)illli.!:.!:RIJ)~~SE!!!!VENT..!..!!!:· ~y~-~a~n~d~ _ ___:n:!!!:o~/L!1=.::0=-.::0~___:_"'"_-_ ... _ .. _-_. _-_-_-_ .. _-_· _dollars From: GEORGE H. LOCHINOIR Address 400 CHURCH STREET BROWNSVIJ.LI, PBINSYLV ANIA representing Pennsylvania Inheritance or Informant Estate Tax due from the following estate: 2% Tax· on $ $ 15417 6% Tax on $ 6,970.18 $ File No. 63·69-1144 Date of Death 7•20·69 15% Tax on s $ " 418.21 I I Oa'te of Payment ___ __:::_J..:::&::::n=-=u==a=-=~J"Y:..o~..--=1::..::9~, .J-____.:!!1~9~7~0~----1 / $ --; o/o Tax on $ ________ _ Name of Decedent ----=IA=T:..::.RBR===I=NB=-.:=::LOC:-=.· =H=l=NO=BR=----1 County ___ ____:W.:..:.:~=S=Hl=·=N=G--"'T-=-O=N--------1 . . .,_ . Remarks: . ' .. . ' \ . '. . ·- Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percer·tum of tax if paid within three months after date of death Plus interest at lhe rate of Prev. __ o/o from--------- $ $ 418.21 Pd. 148.21 270.00 $ u to ___________________ __ $, ___________ 111 NOTE: This Triplicate Receipt to be reiained lor audil purp~-13-9 ,~ . 1 /} ---:'/"~ • - ' . , . . --.... ./ ,·j lj /l. : . -.. · ' Received by . J'y.J.AA.,.LX.X.._.; //! ~0 N~TE: ln. accepting the transfer inheritance tax on future estates, prior to the death of the life~\ . I (Signature) , l tenant or tenant for years, as evidencad by this rec-eip, it is understood that the Commonwealth shall, ~ ..;...-. ~ j 1 1 } / i // , not be precluded or prevented from hereafter assessing additional inheritance lox at the death of the'._ -~1/..,n,(.~..__; vi W/....J!.Jf.A..I life te~ant or tenant for years whenever i! appears hot such additional tax may be legally due and -· , · \ (Title)'J callectoble for any reason whatsoever. • "....) U S E A L TOTAL AMOUNT PAID 270.00 $===============~ ~ i i I