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HomeMy WebLinkAboutOC1969-1308 - ESTATE OF GOSSEAUX''<CC-39 (:5·68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of GOSSEAUX, CELINA DATE OF DEATH 10-15-69 FILE NO. 63-69-1308 (Last Name) (First Name) (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: 03-26-70 10-15-69 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for 1<fashington 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", whic reat r or Jesser amount represents the sum allowed as a deduction. Dated: __ .......:0~3:.....-.:::::2.:::..6-....J?L....::O:.._ ___ _ INVENTORY VALUE AS REPORTED VALUE AS APPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ $ L. '1UU uu 42500 00 Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $ ----------..,~--2% Tax on$ 1.062 00 @ Tax on $ ---------;--5% Thx~$ lK Tax on$ 15% L SOO 00 ,4, 500 00 ':1. 1.':1.~ nn 1.L.18 00 1.062 00 1,062 00 COMPUTATION OF TAX $ __________ ~~~~ $----------~~~'--2 $------------4---$ ____________ -4--- $ ________ 4--- VALUE AS REAPPRAISED $------------~--- Exemptions * Total Estate _______ -!--- TOTAL TAX $--------------L---- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue, Less tax previously paid $=======1== 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 $ _____ ___J __ BALANCE DUE $ ______ ___L __ Add interest at rate of 6% from ------~0------$---------4---- TOTAL TAX BALANCE $ -------!-- PAID $ -----------'---- 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 CELINA GOSSEJ..UX Deceased Late of . \'.)E$1,' B.I~QV.JN$V.I:L~ County of .............. WASH.:U~.GTON Commonwealth of Pennsylvania REPORT AND APPRAISAL J J ( .- ~ .... t -:- ; 0 ' . .. 1 .. ~· _,, r"i · , ~ ">•:-.~. -•/' .. ~-.~..l • .._1· ~.) '-n-•-.II·-~ • ~ -1/:' h ~· 0;..111 "~"' • .,._ • ...-.~:: -...·:_·, ~ ,.\ .-~~ ~3 ~l p / 31Jfj ~·, t..,,• .. "'t";, "'·-···: ·:.:: --""':. ~ ~· .. i I " I, CELINA GOSSEAUX, of the Borough of Hest Brownsville, Hashington County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Hill and Testament in manner and form following: FIRST: I give, devise and bequeath all my estate, real, personal and mixed, to my husband, JULES A. GOSSEAUX, to be his ~olely and alone. SECOND: I hereby nominate, constitute and appoint my husband, JULES A. GOSSEAUX, to act as Executor of this, my Last Hill and Testament, and I direct that he may have the power to convey any rea estate of which I may die seised. THIRD: In the event that my husband, Jules A. Gosseaux, should predecease me, then I giv~, devise and bequeath all my estate, real, personal and mixed, to my four (4) children, viz.: El<IILE F. GOSSEAUX FRANK P. GOSSEAUX JOSEPH A. GOSSEAUX EUGENE A. GOSSEAUX share and share alike, subject to the restriction that my Executor withhold sufficient monies to make a Fifty ($50.00) Dollar gift to each of my grandchildren as they graduate from high school (I limit this to the grandchildren living at my death.); and subject, further to the condition that none of my Series E Savings .Bonds be cashed before maturity without regard to whether a distribution of these bonds is made in kind. FOURTH: In the event that my husband, Jules !A.. Gosseaux, shoul predecease me, then I direct that the oldest living child shall act as the Executor of this, my Last Will and Testament, and that, as such Executor, he shall have the pov1er to convey any real estate of which I may die seised. IN WITNESS WHEREOF, I have hereunto set my hand and seal this fifth day of March, 1957. cc;g~<'ff~ (SEAL) Celina Gosseaux Form i\l~J. RCC-62 (7-69) THIS FORK REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, j '~Fli'ECTIVE .JANUARY 1, 1962. (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) cf ~J-tf-/30o OFFICE OF THE REGISTER OF WIL~S ~). { · A County of ... W<:t~."l1~~.9."t~.~ .......... . ' () ~ > • . . . . . . -£e;t;;t.~ .. G9.S.~~P.~~ .... · ................... of .. W:~9:t .. l?rR~{l.~'[~).) .. ~, .. W~.E!lf;i.Ag!:RI}, .. R9-.• .. (N&me) (Addreaa) being duly _______________________________________ .according to law, deposes and says that he is the _____ E_~~5;:_\ti;_Q;);' __________________________________ _ (Exec., Adm., Legatee, Etc.) of the estate oL ___ g~-!~.1!:~---~~-~~j~~~~-----------------whose last residence was _______ !?_~-~?:-_!!:~~~E-~!---~~-~~---!?E_~~E:~Yille 1 JJA . · (No.) (Street) ------------------------------tJ-1-.;J.t __ ~eceased, a:d that the whole of the estate of said decedent, who died ___ Q~~I;_Qf;>_~r ___ l_5_, ___ 196 9', (City, Borough or i)•nft!o/'p) (Date) consisted ot ~ . ~ 4<'1~; • REAL PROP. RTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES 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 arcel of round situate in west East Pike Run Township), washing Land Company•s Addition to the Borough of west Brownsville, w J.c an J.S washington County, Pennsylvania, in plan Book 3, pages 68 & 69, the aforesaid lot being more particualrly bound and descri ed 40 t Jefferson Avenue and extendin back of even width therefrom 150 feet to Alley ~rcn. Gosseaux et ux by deed dated February 25, 1949 and recorded in Assessment for real estate Taxes is 1 500.00 Personal Property None. ./ Estimated Value 4 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 Estimated--......... Value ' none - ' ' '. \ - Transfers within TWO YEARS Prior to Death None \ ' I ' ' ' \ \ ' \ That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly wi~~. 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 NonA - 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 Jules A. Gosseaux widower yes sui-juri~ Vested - I J 0#-- RESWENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE: List first five items in the ·sp~ce~ s'o provided, observe notations thereon, and instructions DEBT OR CLAIM NATURE OF SAME c AMOUNT THIS COLUMN ~------~==~~~~~--~·----,---------~~~~~~~~----------.---------.--mKEGISTERONLY Crawford Funeral Home Jules A. Gosseaux widower OTHER DEBTS AND CLAIMS Gliding Chair Company Oxygen Tank Fed 1 1 Wallpaper Store Lafayette Memorial Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees * Fiduciary commission • ( •) See Note below Elevator chair for going up and down steps Aid decedent in breathing Debt for fan purchased by decedent Cemetery Lot and marker Total $ 1 541 or $ 1 ooo or .,.. so or 360 00 54 00 17 00 383 00 3,43~00 Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission oi· debt is greater or less than the estimated amount claimed and allowed. /~, f ( ~ Subscribed and sworn to before me this .. 18.th. . . . . . . . . . . . . ~N./t.. ~-e.-;t:.?.U:<){ ..... . (Executor-Administrator) (Street Number) West Brownsville, Pa • • • • • • • • • • • • • • • • • • • 0 •••••••••••••••••••••••••••• 0 •• (City or Town and State) Having been duly swo;·l} ~ccording to law, I d~~y certify1 that the above appraisement is made in conformity with law on this ................ ~~-~ ..... day Of ...... ~t.P.J.~ .. · n • \' "{)" .. " I " 19.'?.JJ () ~ ... \.U . .h ·f\; ._.. . .. .. . . ......... ~ .. 7:K ... R._ .. App oser· In the event that any futut·e intet·est in this estate is transfened in possession or enjoyment to collate1 heirs of the decedent afte1· 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~G\STER OF W 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, x ept as to t e items where a greater or lesser amount iss t forth in the last column to the right in said schedule above, which greater or les mount epr sents the sum ~d as a deduction . .. ~ ... :J.(o ..... l.9.7.0......... . ........ ·························~·-···· I Register of Wills I .If Form No. RCC-62 (7-69) Will ·. .. Administration lNo. · · · ....... Year .... . ::IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of County of .............................. · Commonwealth of Pennsylvania ~ REPORT AND APPRAISAL ....;;:: -:o ;;r-n::o (/) GJ C: ::c -(,0 -(/) ({) z: --" r-:-1 (/) rn r-· -\ :;::; -- 0 C' z 4~1 ~: g :tE ::~; ; r: :-..:: -oro ~(.() ... --n --l c::> -:::::"- :P' :::0 Lr.J ·-o -or ·-v-> ·---.1 --.. -! ,-t1 t? "' RCC-81 (2-64) ~, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT JULES A. GOSSEAUX (Executor- IN YOUR REPLY PLEAeE RKP'D TO 38-25-6 In Re: Estate of ____ ...:.C~E.::l:L~I;;,:W~\...;GO~S::.::;S:;;;E:.;.:'A~U::X _____ _ ____ .....~,~ltl~AS::::.!H.:::I:.:.!IG=TO:;:;,:l;,:..~ -----County -File No. _6_0-_6_9_-_1_308 Dear l{r. Gosseaux: You are hereby notified that the original appraisement in the estate of Celian Gosseaux has been filed in the office of the Register of Wills Qf Washington County on Narch 26 , 19 70. Said appraisement reflects· the following valuations: Real Estate ----------4~· 5~0;;.;0;..::•:.;::00;.;;.__ Personal Property ________________ __ Transfers ___________ ~-- Total ________________ ~4~·~5~00~·~·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 deatn, interest at the rate of six (8~) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date _______ ~M~a~r~c~h~2~6~,_1~9~7~04------ \ DATE OF DEATH: October 15, 1969 Note: This is not a bill. I Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ............... ..March .. ~6., ... 19.7.0 ... # DEPARTMENT OF REVENUE .. -RESIDENT INHERITANCE TAX . ...................... W<:t..::i.h.~pg~9..~ .......... BUREAU OF COUNTY COLLECTIONS COUNTY ····················· APPRAISEMENT -~ 63-69-1308 HARRISBURG. PENNA. 17121 FILE NO . ............................................................................. .............. Whereas, ......................... C..~.ll.n~ ... G:9§.!?..~9.-:\+.X ....................................................................... late of .......................... w.~ .... J3:r.:<:>~.Y.~g.E3. ............. .......... in the County of ..... ............ ... . J.la.s.hing.t.Qn ......................................................................... Commonwealth of Pennsylvania, having died on the .................................. 15 .... t.h. .......................................... day of ........................ O.Qt.9.P .. ~.r. .............................. 19.~9 .... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......................... .Ji •. R.~ ..... Chan~.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 Description of Asset Values Made for Inheritance Tax Purposes $ REALTY: All that certain lot or parcel of ground situate - in West Browns ville, Borough (formerly East Pike Run Township), Washington County, Pennsy 1 vania, known as Lot No. 460 of the 1.rJest Side Land Company's Addition to the Boroogh of \'Jest Browns11 ille, which Plan is recorded in the Recorder's Office in and for lHashington County, Pennsylvania in paln Book 3, page I 68 & 69. 4,500 00 I ' I I Total 4.500 00 Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this ............................ ......... ....... , .. ...... day of ..................... ............... . .... . ................................ . .................... ························ ·········· 19 ....... ..... .... ........... ............ . .................. ................................ ···································· . . . . . . . . . Appraiser ..... ................ ............... ········ .................................... ···························· ······ ( N\Jmber and Street) .......... ............... ............. .. .......... ······ . ............ ........ . ..................•.•••....•.•....••....•... , Penna . (Post Otllee) - \'lASHING TuN County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CELINA ~$.1!;!\TJ.X.: .................................. . Deceased. Late of WEST BRO~JNS VILLE Date of Death, ..... .9.~.:t.9..1:>.f3.:r. ... J.5..,__1.9.9.9 .................. . Appraiseme11t Docket Vol., .............. .3..$ ............................... . Page, .......... ~5~6. ................... No .......... 6.3.~.6.9.~13.08 .. . Filed in Register's Office, }~:r..~!J. .... ?.?..?. ...... 1979 Amount of tax due $ ~ ····································································· DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeo.l f,.om Appraisement, Entered and charged, • #'