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Home My WebLink AboutOC1969-1304 - ESTATE OF WENGER--~------------------------, •" RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of 1rf.ENGER, (Last Name) WILEY (First Name) D. (Initial) SUMMARY DATE OF DEATH REPORT OF INHERITANCE TAX APPRAISER 10-24-69 FILE NO. 63-69-1304 I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Hashington 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 i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: ---=0~3-.....:1:;:.:8::-----77-'=0,-----___ _ 10-24-69 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for 1rlashington 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 ater or lesser amount represents the sum allowed as a deduction. Dated: __ _:::;03:::..-.....:1::;.;8~-...!.7~0 ____ _ 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 $_ 1.090 DO 1.090 DO 1 .l.lO 0 E annuities . . . . . . . . . . . . . . . . . . . $ ------+-- ESTATE TAX ASSESSMENTS $ ____ __._ __ $ 1,090 00 1,090 00 l.UO 40 st ate Insolvent I FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ ----------f--2% Tax on$ @ $ _________ -4--- $ ________ 4---- Tax on$ 5% $----------4----- Tax on$ 10% $ _________ 4----- Tax on$ 15% $ ___________ -4--- VALUE AS REAPPRAISED $ ___________ ~--- Exemptions * Total Estate _______ ~-- 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 $========= Add interest at rate of 6% from ------to --------- AMOUNT OF ESTATE TAX ASSESSED $----------+-- Estate tax paid $ _____ --.~ __ BALANCE DUE $ _________ --.~ __ _ Add interest at rate of 6% from ---------~<0------$----------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 t No. IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF vJILE..Y D. I'f.i£NGER Deceased Late of. PE'I'P:t$ . _Ti'J? -~. _ County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~' J' I r ,-'\ J' • \ f >' .- Fonn RCC-2 COMMONWEALTH OF PENNSYLVA~~HA. DATE ................. ~X~_q}], J.$, .... J.9.7.9. .... . ". DEPARTMENT OF REVENUE . .. .r BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 7772 7 RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY ....................... Yf.9,.~_h:i,n.gt,.QIL ....... . FILE NO. . .................... Q):: .. 9..9.:::.+.J..Q4. ...... .. Whereas, ................................. ~i.J.~Y ... P. .. ~ ... Ji~Y,l_g~-~-............................................................... late of ......................................... ~.:~.:~~--.. ~.':P. ............... . in the County of . .. .. . ..... I~CJ:§D_~.pg~.c:>I.l... ............................................................... Commonwealth of Pennsylvania, having died on the.... . . ...................... 2.4 .. th ..................................... day of ...................... 9.9.t..C>P..~.:r. .............................. 19~9 ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................ 1t.{.R. ..... Cha.n.e.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. Appraisement Unit Description of Asset Values Made for Inheritance Tax Purposes $ PERSONALTY : 1965 Dodge Dart 270, 4 Dr. Sedan 840.00 1962 Ford Gala.xie Sedan 500 250.00 1,090.00 1,090 00 Total 1,090 00 ESTATE II£01VENT - WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT I, Estate of , . .-' WilEY D. \<!ENGER Deceased. Late of PETERS T"WP • .. >•················· Date of Death, .... .0.G.t..9P .. E3.:r. .... :?.4..,. JS6.9. .................... . Appraiseme11t Docket Vol., ................ .,3.8 ............................. . Page, ......... ?.5~fL .................. No ......... CSJ..~.6.9~l3.04. .. .. Filed in Register's Office, ~larch 1$ ..... 19 .70 Amount of tax due, $ ................................................................. .. DEPARTMENT OF REVENUE Received, Examined and Approved,\ Wrote abo.ut Appra-isement, Appeal fMm Appraisement, Entered and charged, \" \ .. ~ Mr. Russell Marino Register for Probate of Wills of the Orphans' Court 'lrlashington County Courthouse Washington, Pennsylvania 15301 Dear Sir: 136 Fawn Valley Drive IvlcMurray, Pennsylvania 15 317 February 13, 19~0 On October 24, 1969, \Viley D. Wenger, deceased, died domiciled at 136 Fawn Valley Drive, McMurray, Pennsylvania. On November 24, Letters of Administration were granted by the Register c§'f Wills of Washington County to Wiley D. Wenger, Jr. The estate of the decedent included the following property valued in the Inheritance Tax Return as indicated: 1965 Dodge Dart 270, 4 Dr. Sedan (Sold 11/24/69). Selling pric~ $840 1962 Ford Galaxie Sedan 500. Value Estimated: 250 I, Lillian M. Wenger, am the wife of the decedent, and I hereby claim the ~1000 family exemption allowed under Pennsylvania law. I request that tl1is exemption be granted by allowing me $1000 of the value of the two automobiles I have given the personal representative oral notice of my intention to submit this request, and he does not object to the full allowance of the request. I reques~ allowance ~ the family ~emption prior to the audit of the account of the personaili representative of the estate of the decedent. Sincerely yours, '7 ' ' h -~ ~~~ /tf}. w~ 0 Lillian M. Wenger J ,. I t ,.... ...... ?"""'"" ' )"'fl '\. I ~~-~--·.-·-r D~--,----rr-r·--r<YV' ,.. . . , , .. u,·:;l. : ur:.:-.LD :.~·:u-_:-:_,_·:, or Peters Tm·msh:LpJ \·Jashington County, PenJ."lS7lVc:.nia, do hereby ma~:e, publish and declar-J this to be my L8.st 1:!ill and rres tanent. FI_r\.3'r: I hereby rcvo!:e all H:LJ.ls and codicils :made by me hei·otofore. SECOED: I direct ti1at all my legally enforceable debts and f1.meral e:::)ensos be ~;ai(l as soon ar:l practicable after my decease. THIHD: All the X'est, reslctue a:1d remainder of my estate, real, personal and mixed, of every nature and t~erever situate f , · · -1 • • 1 -,. --· -· d · at' o 'l-.rn:tch J may c.:te sfnzec ann possessoo., 1 zlve, o.evlse &.n· oeque 11 to ny ;.;ife, LILL:U'-H l/1_;\JI'IL\. ":JJ_i;EGBi1, if she shall survive :rne, and if my 1-rife does not SlU'Vive me, or if sl-:e o_ncl J: die c.t the S f'l;:nA ·l·l·'~lC· o·t-• -:,1 +-i1r:• s-~··11e rl·i <'Peti-e.·,~ 01" ,-,·nc1P.·r' "'''1C1...,'-Cl. rcn~,stc . .nces .... ~__,!, .._, l,l J.• .· . _,.:.. V.J. ---.-...t.. \...<.-....:;~ .......... _. v._,-_' ~ .._ . ..__ ... ·~.._,..._ 1.J ~.,... ...... .,.,...,. .... that it; is clifficul t Ol" :i.nno ssi ble to deter:.:nine ~-rhich died f'i:r."':::; t, then I give, devise :.:n1d bequeath o.ll 1:1y estnte in the follouin~~ mmm.er: I then give 2n~ bequeath all the aforesaid ~eal, personai and nixed property to my then livinz children or their heirs in equal shares. T:1f\"'''f7Jm...... -1 , .,..., ... ~.~-!.,. ,......!-. ..... ,....-'-• -~-1t '"' r1 r..--,....._ -· 4-J.<vui:dd.: 1 ~J.OP80~.' lJ.O .• U • .L1cci_,O, vOll".t .. lvL e C·>l·-'-aP~-·Olll.v HILEY DClTALD ',I.::DlTGK1, ,J.:l.as J::;::ocutor of this, !117;,' Last Hill 2..nci Test['Jnent, to se::.'vo 1-Tithont bond. IlJ T'!I -~1-T~~~;ss and seal this // .,:,(; Cta:;r SIGHED, l~ILJ;::;-:{ DONi\.LD tl1e ~01'lesence as uitnesses .sealed, publishec~ and declared b7 tne above nmned ~151TG~R_, as 2.21cl ~Cor J:1is Lnst 11ill 2.11c1 Testm:1ent, iJ.l Of e P.Cl1 o+·,:1""-_, 'l"V"' '~c-~c'UltO r· t~C""'J.'he; 0,.,., ll"''"-1"S ~ _ vl ·"l' 1-~-t t;; l.,vl c-ull. o ,J_ .;.; C v.J. c1.1i '.:- tlJ.el"OtOo ~~dZ ~ ff .2:-l'--'" Page-1- AlTD Li\.Srr .................... \, .................... .. \. ' R C C·BI (2·64) I" .... COMMONWEALTH OF PENNSYL VAN.IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR RIEPLY PLIA8B RIEPD TO .38-25_8 In Re : Estate of ____ _.;.\ii.::·.::l:.E...:..'i!.;;:_;D:...:· •::...· _W..,:.h_N..;_GER.....;. _____ _ _____ W_:AS_H_,l_N_GT_,OO_r _____ County _ File No. 63...J>9-l.304 Dear Mr·~ Wengert You are hereby notified that the or~inal appraisement in the estate of · , Lb.ley f)* -ger has been filed in the office of the Register of Wills Jta Nashingvon County on Mareh 18 , 19 70. Said appraisement reflects· the .. following valuations: Real Estate -------~~~~-- Personal Property __ ..... ..;;;l;;.c;~0~90.;;..· .:;..;00;...;;...;.·--- Transfers ___________ ~~~~----Total ____________ I.;;..,_0_90_ • .;;..co_· ___ __ As to such ~az 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 deato, 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 ________ :...:~~·~eh~l~8~,~··~1~97~0~ __ _:...:_ Title APPHAlSB DATE OF DEATH: October 241 1969 ESTATE INSOLVENT Note: This is not a bill. ,. ' ;:: ,j .. '~ . RCC-103 (2-64) COMMONWEALTH OF PENNSYLVANIA w DEPARTMENT OF REVENUE ) .;:_.. BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION , INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS J/ ) I ) ·<> COUNTY OF Wash j ngton 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. ___ l9 ___ l, Wiley D. Wenger, Jr. (Name) Misc. ofP.O. Box 431 Syracuse, N.Y/13210 ( ddress) being duly sworn according to law, deposes and says that he is the_...!E:..:.x.!.::e::..::C::..::U::..:t::..::o~r _________________ _ (Exec., Adm., Legatee, etc.) oftheestateof_~w~·~~l~e~v~D~·~W~e~n~g~e~r~ _________ lateof_~P=e~t=e~r=s~T=ow~n~s~h~i~p=--~~----------(City, Borough, or Township) deceased, and that the whole of the estafe of s9id decedent, who died on~O~c~t~o!.!:b~e:..~.r~2w44,.,..__...1~9u.6~9~----------(Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and no Pennsylvania fransfer Inheritance Tax is due. NOTARY FUBTIC -s-worn anCI subscribed b-efore me the ~ dax_of..D 9~ ONONDAG~ OUNTY ~~ NO. 34 843608n c~:t-~~ D a l~lf'Q) (Sig ture) (Title) :-:MY;;-;C"'O"MmMf"''I"t:TS"C'"S nr O"~'~N(I'-'RE"'fXP:;;~"Hfl!ln--M:f!~a---o ............ , ' Type of Asset: Real Estate, Pers. Property, Jointly Held Prop. or Transfers Personal Property ASSETS (Attach additional sheets if necessary) Description of Asset 1965 Dodge Dart 270, 4 Dr. Sedan (Sold 11/24/69) 1962 Ford Galaxie Sedan 500 (Garaged at 136 Fawn Valley Dr., McMurray, Pa.) Note: All oth r property was held by husband and wife as tenants in entirety or was all payabl decedent. jointly with right of survivorship. Life insurance directly to Lillian M: Wengep~~-t-'Pf1J /i) f.,_;Ot_ R(_ I ~1 .p7.0j V"" · (J/rf t1-5 I ~ J1';~/& {{ / J_~f TOTALS REPORT OF INHERITANCE TAX APPRAISER Estimated Market Value $840 $1090 Department Valuation CAUTION (Do not writ.e in this space) I, the undersigned duly appointeCllnheritance Tax Appraiser in and for the above County do appraised the real and personal property as reported in the foregoing sche eat the value respectfully report that I have e orth opposite eac item in the last column to the right./// Date : ~ Name of Payee Lillian M. Wenger Arizona Mortuary Tucson, Arizona DEBTS AND DEDUCTIONS Nature of Claim Wife of deceased, living with spouse at time of death; sole primary beneficiary Amount Claimed under will of decedent. Family exemption. $1000 Partial funeral expenses: Cremation, casket, and associated services. (A cemetary plot and interment have not yet been arranged.) 410.40 Note: Additional debts ad deductions have not been listed, since insolvency is adequately emonstrated by those listed. TOTALS $1410.40 REPORT OF THE REGISTER OF WILLS Amount Approved by Register I, the undersigned duly elected Register of Wills in and for the above County, do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed, except wh e I have set forth a greater or lesser amount in the last col~} right, which greater or lesser amount represents the um a lowed as a deducti Date of Approval: / f 4--cJ /}/ /7;/c:; / I. .. Will ) Administration No. --Year_: __ IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF WILEY D. WENGER Deceased Late of Peters Township County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL ·vd ''0:) /·;Ol·)NIHSV/,\ S lll 1\1\ .j 0 H l J. :~I ;J 3 U 0 '· I I ' ' ' ,. • .1 . -~ '1 '1 ,~ (' '' I 1 t"1 i d ·~ 1 • .. J .) ! t 0 SO lil.!tl Sl 8lJOL '0 ·: -, ~ J' -· ''"'1 •• .1 l I . ,I 'ft