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HomeMy WebLinkAboutOC1969-1169 - ESTATE OF RICHMOND.•$ Form No.RCC-62 (6-70)THIS FORK Il:EQUlRED IN ALL ESTATES WITH GROSS ASSETS UNDER 110,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961'J EFFEC'lIVE .JANUARY I,1982.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) ltJ '3 -ltJ Cf -II Ie 9 .'.•OFFICE OF THE REGISTE~OF WILLS " County of Hasb;i.bgt.Qo . ...r.~~~.~..,.I;<~.~t:l~'., ,.., ,of ~9:~?.~y~.~~~.~~.~t;:;'.~~~,y?~~.q;!lgt;:9A 1 .r.q ,, (N&me)(Addrel8) being duly ~~~_!'~according to law,deposes and says thatbe is the ~_~~_9..~~_J:::i:.~_ (Exec.,Adm.,Legatee,Etc.) of the estate of ~_t..t~__)~_~_~h~QTI9 ;whose last residence was .l.Q2_6.__B_1:UCELSt......_ (No.)(Strttt) __.~~~~~~_~!=.9..~_~~_~~~,~_~deceased,and that the whole of the estate of said decedent,who died __~~_~_!__J1.,J21.0 (City,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOIWr TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value the Cit of Washin - County,Penna.and --=H::::a~v_=i:..:.:n:.s;;gL....:e::..:r:...:e::.:c:::...;t:::...;e:::...;d=__t::.:h:.:.I;::.~r=_e.:::.o.:::.n=.::.-_=a--=~~~~c.==:::........::Ho.::o:::...;u=.;s=-e=--_~---:~-----_+-9--:;;;;~..;;;"",lt--'I-"- ~. Personal Property None .' .•t,,·•;I'.•'I l "'• 000.00 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 depGsit or owed by.the decedent as.of the date of death.Such lett¢rs must be signed.by a responsible officer of the 'financial institution or mortgage hvlder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account I account number and the exact name or names in which the account is registered.' Jointly H~ld Property Estimated Value ~one ......., •- ,. - Transfers within TWO YEARS Prior to Death ..., None ',' .. .' , -,':. ,'.-~ , . 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 anotheras 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 BENEFICIARYaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO,AT DEATH OF IN ESTATE forth this fact.)DECEDENT Palma R.Kline i?-ster Yes Over 21ala 1029 Sycamore St. Washington Homer E.Richmond bi8~her Yes Over 21 6101 Overlook Drive Clarkston,Michigan 48016 Marie R.Lacock rl .Vt:>r.;:.Dver 21-WestOehestnut St. Washington~Penna. Everett Richmond son Yes Dver 21 1025 Bruce Street Washington,Penna. Harold Richmond son Yes Over 21 _~Uj'j I)ycamore 1)1:.Washington.Penna. Gordon Richmond Son Yes Over 21 ~~ghi~~gog~·Penna. W:llQu1;.Jiichmond son Yes Over 21 WY~ridtf~~·Michigan 48192 OFFICES COURT SQUARE ARCADE :~WASHINOTON,PA. \3.03;WEST P.IKE STREI!.T CANONSBURG.PA. a42 WESTMAIN STREET MONONGAHELA,PA. .!. LAW OFFICES CHAS.M.HULL WASHINGTON,PA. 1 I· ---- Jointly Held Property Estimated 'Value .... -. ---', Transfel'S within TWO YEARS Priclr to Death :" ,.., ;\ J , '1 _. I", That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly wit~,or aa agent or deputT of another,or in decedent's individual name,with right of access by anothe,r as agent or deputy,with the exception of the following:- ; NAME AND ADDRESS OF BAN);OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTI::O A SAFE DEPOSIT BOX IN NAME OR NAMjES OF HOLDERS TO DECEDENT '-.. BENEFICIARIES BENEFICIARIES AND AilDRESSES ' (State full names of all and their addresses who have I an interest,vested,contingent orotherwise,in estate.) RELATIONSHIP (If step-children or lIIegitimate children are involved,set forth this fact.) SURVIVED AGE OF LIFETENANTSORDECEDENTANNUITANTS STATE YES AT DEATH OF OR NO 'DECEDENT INTEREST OF BENEFICIARY IN ESTATE Lee Richmond (Children of Lee Richmond):' Donald Idee Ricbmond-. Palam Jean Massaro No' Yes Over 21 ,-,------------,-------:-+--------1-----+------1-----------1 ,f :!-----------------4----.,..---+----+------+----------.1 RESIDENT DECE;DENT DEBTS AND DEDUCTIONS CLAIMED NOTE:,List first fio.'e items,in the spaces so provided,observe notations thereon,and instructions Funeral expenses paid (On Account)Stewart F.Barnhill •DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMNr----'-------'-----------,---------=------------..-----'---,---1niKEGISTER ONLY $911 00 $ Family exemption (will not be aHowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees • Fiduciary commission • OTHER DEBTS AND CLAIMS (.)See Note below Washington Manor Nursing Care-Last Illness Washington Hospital Last Illness',- Ambulance Service last Illness Dr.Badiali Last Illness Dr.Graham Last Illness.l '.',Hospital Deductible Last IllneSs Wasler Florist Flowers for Funeral Costs Advanced bI Gre~enleE ~Richman~Derricb .&Pasa: Register of Wllls Letters Testamentary Register of Wills Filing 364 00 1,118 75 70 00 110 00 80 00 52 00 47 70 14 00 Estate.Insolvent Total $2,t167 45 --&P'~lm""··R···iE;f.~:~···.a - a •K.LJ.ne .lQZ9 ..Sy,c.qrAQ:t:e..S.t.•....................... (Street Number) Washington,Penna.15301 Subscribed and s~orn to before me this ~.~~~. Note:The estate agrees to advise the-Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater or less than the estimated amount claimed and allowed. ................-:-'.-.·d;;.~f·,::-;9~c.emb~r '.,197.0.(~..,....--;1..,l_·.:/;l / I......r'C-:;-"a:..~'N PU';1.C-·WaS'·~it116t6i1 ·· "'"-...-bWashingtoncoun~y.,JPE:nI}a.off (city ·o~·To~~'~~d'si~t~)""""""" My CdimmJ.ssJ.on ..¥~pires:z2~;2;Z(~?2;;1 . Having been duly sworn'accordml~to law,I do hereby certify that the above appraisement is made in conformity with law on this •••c••••••••••••••:.~_du:dayOf ~,,19.?1.().. .w.£(l~~/>f~-'/•••j2Lv~\..: ..~.~.'~.~'~T AppraIser In the event that any future interest in this estate is transferred in possession 01'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 TH~.REGISTER OF ,WILLS I,the undersigned duly elected Register of Wills in and for..t.<.)~....."County,Pennsylvania,do respectfully report that I have al,lowed debts and deductions in the amounts claim~d bydeponer«.excePt~-ass.ose ite.m,s..Who,ere a greater or les.ser amount is set forti!in the last column to the ri,ght in said schedule above,which greater or lesser ama.t re esents the SU~da~a deduction. Dated:j.~iP:.-..71..................... :~~~~~~~. Register of Wills RCC-8\(2-64) ..COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Palma R.Kline IN YOUR REPLY PLEA8E REFER TO 38-122-1 J In Re:Est ate of ...L:El.l.+.Jo±odA.....llR..,LiJ.,;c.ubwwuanudu...._ _________v~va~s~h~i~n~g~to~n~county -File No.63-70-1169 Dear Mrs.Kline, You a.re hereby notified that the original appraisement in.the estate of Et.ta Rj cbmQ:r'1~d'--_ has been filed in the office of the Register of Wills qf Vlashington County on January 25 ,19~.Said appraisement reflects the following valuations: Re al Es tate _--,-__:.::.2.J.z,,:::0..:::0..:::0.:.•.::,00:::-_ Personal Property __ Transfers ~-:::-::;:-;:::--:::-::;---.,..-- Total ...::2:..1.,..;:::0..:;:,00.:::..=..:.0::..;:0::...-_ 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 ~Jan=:.:UE=·::=Lr....y--:;;;2,.:;,,5.z...,....:1=-9~7...::1~__Signed Title W.R e CHPl.NEY,CHIEF APFRAISER. ESTATE II£OL\~NT DATE OF DEATH:October 17,1970 Note:This is nClt a bill. ...-.A~,.,.", RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SUMMARY RESIDENT DECEDENT Estate of Richmond Etta DATE OF DEATH 10-17-70 FILE NO.63-70-1169 (Last Name)(First Name)(Initial) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appoiIllted Inheritance Tax Appraiser in and for the County of Wasbjngton , Pennsylvania,do respectfully reporlt that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each iilem in the last column to the right in Schedules "A","B","C",and "E". Dated:1-25-71 ~li:Jj~PPRAI(fr~ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Regis ter 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.~~Dated:1-25-71 ~LLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A)$/.nOn 00 $2 000 00 $ Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS ?()()()00 2.000 00 Less Debts and Deductions ?'7h'7 J.c;2 767 J,c; (SCHEDULE F) CLEAR VALUE OF ESTATE ESTATE INSOLVENT Valuation of life estates or annuities ...................$t=t=~ESTATE TAX ASSESSMENTS $ I FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $2%$ Tax on $@ $ Tax on $5%$ Tax on $10%$ Tax on $CJ!9 $ Exemptions (*)As evidenced by Charitable Total Estate Exemption Certificates issued TOTAL TAX $by the Secretary of Revenue. Less tax previously paid $ 1=BALANCE $ILess5%of tax if paid within 3 months after death $ BALANCE OF INHERITANCE TAX DUE $t=I Add interest at rate of 6%from to $ AMOUNT OF ESTATE TAX ASSESSED $CEstatetaxpaid$l-BALANCE DUE $ Add interest at rate of 6%from t=to $ TOTAL TAX BALANCE $ PAID $ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustme:nts are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. ?/PC Will Administration (No. IN THE year .. .. MATTER OF THE APPRAISEMENT OF .THE ESTATE OF ..E'r'.l'A..IUGI-Il1Qt·rp .. Deceased Late of ....WASHJNQ'r01'J County of vJASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL " Fonn RCC-2.COMMONWEALTH OF PENNSYLVANIA DATE .............J?,Im,9:r.y.....?5...L ...J.:.9.71.......... DEPARTMENT OF REVENUE 4 .'"'.RESIDENT INHERITANCE TAX4-.COUNTY ..........Jf.a.§.bingt..Qn....................BUREAU OF COUNTY COLLECTIONS ......... HARRISBURG,PENNA.1712 j'APPRAISEMENT FILE NO..............??=.?~.=~.~§.?.................................... Whereas,.................................P!1.t..9:....~.i.:g.~<?~g,.....................................................................late of ......................~r.~.s..h_t.!.1g,~.~~................................................... in the County of .....................................1rl.a&.hir.1gton.................................................................Commonwealth of Pennsylvania,having died on the ..............................;h7.~.J:1:..................................................day of .................Q.~t..9.1J,.~.r......................................19....7.+.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.R.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 me 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 AppraisementDescriptionofAssetValuesMadeforInherllance rax Purposes $ REALTY: See CORY attached to appraisement 2,000 00 Total 2.000 00 ESTATE INSOLVENT . .'.. ... .. , .. I I form::V:fhb~:~:lrh~W<>rn~C<:()~~'~a~:re~~:~~o~nt.i:::~~! A praIser .~~~.~...~~~~~~~~..~~...{0.~~~.. ......................................................... ..............................,Penna. (oat Offiee) _,.~_......,..."1; - Has.hingt.on .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Etta Hichmond Deceased. Late of .1'las.hingt.on ,.". Date of Death,~9.:::-:~7~7.Q . Appraisemeilt Docket Vol.,..3.8 .. Page,J.,?~~l No...9.3_~7~1.1.6.9... Filed in Register's Ofjice,Jan 2.5 J9..7l. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,. Entered and charged,.. t, • •