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Home My WebLink AboutOC1969-1162 - ESTATE OF BARONFonn 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 EFFECTIVE .JANUARY 1, 1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) C:..:3 _ t 57/ // t:, ~ ·OFFICE OF THE REGISTER OF WI_LLS ... :. .,. • .. • _;::. ·c· -f ~1ashington · · ountyo ......................... . . ~. ~-~~-..;:J·.e,q~ .. If, .. ~~}:'.QI,i ..... · ......... ~ .•.. :: ... of: . Y.e:I?~~e;. ~<?~~~. ~.·.J? .• {/(3? .. 11~~;~~~.~~·'·~~~ :.I:~ OS 7 -.. · · ·-. (Name) (Address) · being duly ---~--~.W9_;:~-----------------------according to law, deposes and says that he is the __ ~~-':'-~~~-;:_ __ ~ __ ?;!_~~-~;-~!:~-~-------. (Exec., Adm., Legatee, Etc.) Frank Baron . . . Venice Road,R.D.4fo3, _ of the estate of------------·----------------------------------------------whose last residence was ----(N~T------------------------is-t~~e~)---------------------- .Mcllona~d.,)---~~-•-l5_Q5_I ____ " __ .deceased, and that the whole of the estate of said decedent, who died --~~-!y __ }_Q_~_l-~~~-. · (Ciry, 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 Estimated Value ------------------------~--~---~-~*·~-·~·~---~--·~,~-~-~~-~·~;··~-~-:~~~---~-~~~-~-·;~·:~~-·~1~·,-~-~·{~~--~'~---~~--~---- NONE ---------------------~----~~----------------------------------------------~----~------- $ oo.oo Personal Property NONE $ oo.oo 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 Jointl held checkin in the Union National Bank, HcDonaltl Office, Estimated Value in the names of Frank Baron and Jean F. Baron, amount as of date of death, $122.62,~decede9t's interest, one-half, .:61.31 Transfers within TWO YEARS Prior to Death Tract of land situate on Venice Road (comrnonl known as South McDonald Street near the Borou h of McDonald now or late of Edward Fehl and land of Fred McGrew on which erected a For com lete description see Deed Book Volume 1295, Recorder's Office of Washin ton Count ania. That at the time of death there was no safe deposit box registered ih decedent's individual name, or joi~ith, 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 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 Jean F. Baron~ Venice Road~ Daughter Yes Entire R.D.#3. McDonald~Pa. 15057 - . r------~------~----·-----,--------------------------------........ RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NO!rList first five items in the spaces cso provided, observe notations thereon, and in'st:ructions ~~-------D~E~B~T_O~R~C~L~A~I=M~---~--~----~-----~N~A~T~U~R==E_O~F~S~A=M~E=---------~--~A=M~O~U=N~TT--mTHIS COLUMN ~EGISTER ONLY Frank Nation ,Funeral Home Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Joseph c. Ralston, Esq. OTHER DEBTS AND CLAIMS Administration Expenses * Counsel fees * Fiduciary commission • ( •) See Note below Sandra L. Stewart,Notary 1ublic Notary fee Robinson Run Cemetery ppening grave Kurtz Monument Company ~ombstone McDonald Firemen H ~ayment for use of Rev. Weidner Seryices Russell Marino, Register Filing form RCC-62 I hospital bed $1,029 00 $ 20 00 1 00 90 00 175 00 lQ 00 20 00 3 00 • f -. -' Total $1,348 00 Note: The estate agrees to advise the Register of Wills if the amount actually paid i~ntlement of any fee, commission or debt is greater 8~:~::::. ::,~:·::,::m~::.:laim~. ~d ~l~od. . . . . . .. ~-. .1. /J.~ .......... . (Executor-Administrator) 15th . -~·~yo . $.~P.~.~~l?~~-....... , 19.~~ .Y~~~~~. ~<?.~~~.-~-~ .. I!.· .. !t;3. .............. . ,il , (Street Number) SANMA L s'rE.iliAR'r; NOTARY PUBLic·.. . . . . . . . . . . . . . . . . . . . . McDonald, Pennsylvania 1505 7 McDoNALD BoRouGH ..•......•.•. (city-~ r~~-~~·si~t.ei ............ . WA ,., MY COMMISSION EXPIRES FEB. 28. 1972 Having been d~ swor~ a~rding to Jaw, I do her~_:rt~t the above appraisement is z-7n ~onformity with law on this ................... <:;".~ ..... day of ......... CY.C:.-t;:~:c;t; .. f!-:c../..;;;?;;/;·········'}l-)# r-;; ~ ~,.,d7f.?.. .... ~~ ..... ~ .... <e. App ser In the event that any future interest in ·this estate is transfened in possession or enjoyment to collateral h 1rs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to app se and assess transfer·inheri- tance taxes at the lawful collateral rate on any such future interest. j I 4 Fonn No. RCC-62 (12-66) Will l Administration sNo. · · ........ Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Frank Baron ......... ; ............................ . Deceased , Cecil Late of ~lO~(I:C?~~~.~I? ........ . County of. W~~h~t:'!g.t:on .................. Commonwealth of Pennsylvania REPORT AND APPRAISAL Joseph C. Ralston Attorney at Law McDonald, Pa. .... 1' \ RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT JEAN F. BARON Informant IN YOUR REPLY PLEA8E REP'KR TO In Re: Estate of _____ ....:F::.::RANK=:.:..:.:...-=BA=RO=N=--------- ----~W.:.:AS::..:H:::IN::::.:..:::G:.=T..:;ON::__ _____ County -File No. 63-69-1162 Dear Miss Baron: You are hereby notified that the original appraisement in the estate of Frank Baron has been filed in the office of the Register of Wills qf Washington County on Oct.oher 16 , 19..6.2. Said appraisement reflects the following valuations: Real Estate --~----------~~r-----Jt. Held ~----=---6;,..;1~·=-.31:;;....... __ Transfers _______________ ~3L,~5~0~0~·~0~0 __ ___ Total _______________ ~3~,~5~61~·~3~1~· __ _ 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~c~t~o~b~e~r~l~6~,~1~9~6u9~---- DATE OF DEATH: July 30, 1969 Note: This is not a bill. / RCC•39 (!1-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of BARON, (Last Name) FRANK (First Name) SUMMARY DATE OF DEATH___:7_-=-30-_69~_FILE NO. 63-69-1162 (Initial) 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: 10-16-69 ---~0=7~-=30-~·~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 allowod u a doduction, ~~?}," ~~ ___ .71 Dated: 10-16-69 ~/ff~vu 0 1 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) CLEAR VALUE OF ESTATE Valuation of life estates or annuities .................. o ESTATE TAX ASSESSMENTS FOR USE OF REGISTER ONLY Tax on$ Tax on$ 2.21'3 31 Tax on$ Tax on'$ Tax on$ Exemptions Total Estate TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ $ $ ____________ ~--- $ $ ~ 5 0 10% 15% * $ $ $ 3.500 00 b.L j.L \ 3.561 31 1,348 00 2 213 31 2,213 31 : : COMPUTATION OF TAX $----------~~~--$ ________ ~~~~24~80_ $--------------~---$ ____________ -4---- $ ______________ ~--- $--------------~--- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX PUE Add interest at rate of 6% from ---------to ------- AMOUNT OF ESTATE TAX ASSESSEU> $------~+-- Estate tax paid $ ________ ~---IL---- BALANCE DUE Add interest at rate of 6% from ------~10---------- $ ______ ___J. ___ $------~~-- 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 ! No. Year .......... .. IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF FRANK BARON .................. Deceased Late of . . . ~cJX)N.f\LD County of .. WAs.H IN.G.'l'()N Commonwealth of Pennsylvania REPORT AND APPRAISAL $\ I Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX. DATE .............. 9.C?.t9.~~:r. ..... J.::9..1. ...... !..9..§.9. ................... 1 DEPAR'TMENT OF REVENUE ... - BUREAU OF COUNTY COLLECTIONS ' ~ HARRISBURG, PENNA. 1 7 1 2 7 COUNTY ............. W.:~~-h!.ng~_Q.z.! ..................................... . APPRAISEMENT FILE NO ......................... ?.?..::::.??.:.~-~?.~ ............................ . Whereas, M D nald ........................................ f..r.~:!<: ... ~~C?.-~ ....................................................................... late of .......................................... ~----~----······--·-------------................................. in the County of .................................. W.~~h~.P.K~-~P. ..................................................................... Commonwealth of Pennsylvania, having died on the .................................. .3Q ... t..tL. ......................................... day of ............................ ~~1. .................................... 69 19 ............ seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ....................................... W,.R .. ~ ..... C..b.an.~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 Desorl ptl on of Asset Values Made for Inheritance Tax Purposes $ JT. HELD: Jt. Held checking in the Union National Bank, McDonald, Office, in the names of Frank Baron -- and Jean F. Baron. 61 .31 TRANSFER: Tract of land situate on Venice Raod ( COIID'IlOnly knaown as South McDonald St.) near the Borough of McDonald. ad.ioin ng property now or late of Edward Fehl and land of Fred McGrew, on which is erected a. For complete description see Deed Boek Volume 1295, page .315, in the Recorder's Office of Washingt_on County, .3,500 ::>0 ; !otal .3,561 .31 ronn~;·:~h ~.~ !:1ih~.worn ·~~~· ~:; ~~~~~~":":i~":~=~~~ ppra1ser ··--·······················z····-~----~b ........................................................................................ ~ mbcr and Street) ~.;... ... '/.:~ .. .-/~-~ .................................. ~-~:".~ .......................... , Penna. (Poat Oftlee) WASHINGTON ............... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .... F:RANK ... BARON ............ . Deceased. Late of ... ... . ............... ,. . ~~~.l.'I.J.ir..D Date of Death, ...... ~m .. .3..9,. ... J9.~9 .......................... . Appraisemel!t Docket Vol., .............. JJL ........................... . Page, ................................................ No. ~?..:-.~~~!§.?. ............ . Filed in Register's Office, .. .9.<!.~P..~:r. .... J..:9..J9.9..9 .. Amount of tax due, $ ................................................................... .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, I