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HomeMy WebLinkAboutOC1969-1313 - ESTATE OF PICKNICK~~ -----~----------------------------, 'RcC-~9 t.s-s!it~ COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of f:'J:~I.<N;I:CK, MARY V • DATE OF DEATH__lk}~f~69~-FILE NO. 6}-69-l3l3 (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: /!-17-/5 --~-------~--~-- 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 s to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", w tch greater r lesser amount represents the sum allowed as a deduction. ~ / . Dated: .Q!C 0 1197~ RUSSELL MARINO --~~~~.U:~~~~~ • 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) VALUE AS REPORTED VALUE AS REAPPRAISED $ -------+---$ CLEAR VALUE OF ESTATE . ESTATE INSOLVEN T Valuation of life estates or annuities................... $--------+--- ESTATE TAX ASSESSMENTS $-----'---.J--- FOR USE OF REGISTER ONLY COMPUTATION OF TAX TOTAL TAX $ _____________ ~--- $ ___________ -4---- $-------------4---- $-----------4----$ ______________ ~--- $--------------~--- Less tax previously paid $=======+==== BALANCE $-----+-- Less 5% of tax if paid within 3 months after death $========= (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE $ ------+---- Add interest at rate of 6% from _______ to _______ _ AMOUNT OF ESTATE TAX ASSESSED $---~----+-- Estate tax paid $ ________ ___._ __ _ BALANCE DUE Add intefSt··aLrate of 6% from ------------l'O . $--------~---- $---------___.. __ _ 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. <(""" . .. / J Will Administration ~ No ......... . IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF J.YAAI Y· .. V£9ID.':UCK Deceased Late of . . . . . . . . CHAR TIERS TWP • ... ···········-··· ............................... . County of WASHINGTON ............. -...... . Commonwealth of Pennsylvania REPORT AND APPRAISAL . ) .. ( RCC-2 (2-641 .. COMMONWEALTH OF PENNSYLVANIA DATE NOVEMBER 28, 1975 .... . - ·D'EPARTMENT OF REVENUE . .. BUREAU "O'F' COUNTY COLLECTIONS RESIDENT INHERITANCE TAX COUNTY WASHINGTON HARRISBURG, PENNA, 17127 APPRAISEMENT FILE NO. 6~-69 J,~J,~ Whereas, MARY V. ~PIQ,KNICK late of CHARTIERS TWP. in the County of WASHINGTON Commonwealth of Pennsylvania, having died on the J 5tb day of No:llembez: 19-?9--, seized and possessed of an estate subject to Inherita~ under the laws Qf the Commonwealth of Pennsylvania; Therefore, I, A -"' ~/ ~....n ., _p__,~ • an appraiser duly appointed according to law, having been designated to male a fair and consionable 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: q..,..,. ........... ~ ..... -!" ............... .,.; """""""" .... + ?.'7()() ()() -:S:o/ ·-·· ESTATE INSOLVENT I Having been duly sworn accor~ to law, I do hereb~rtify that the abo/appraisement is made in con- formity with law on this 6' day of A-'A ....,__., ~ '" 19>2.s-:-7/l A ...,. AfiV' .... \{. _::::t_ ./ -'7'7 d I d)f/ C{ Q__ _7/a_ -«2 ~; A' ~.~A '6i1 n q! (\ ~.,:(_ _d '(IC\Jmber~ee~ --i .A -'J!L "" , Penna. cf(PotJt Oftlee) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARY V. PICKNICK Deceased. . Late of CHARTI:ERS TWP. Date of Death, Nov. 15, 1969 Appraisement Docket Vol., -------- Page, No. 63=69-l3J 3 Filed in Register's Office, ..No,, 28, 19--45- Amount of tar due,$---------- DEPARTMENT OF REVENUE Received, Examined and Approved, ---------- Wrote abo.ut Appraisement, Appeal j1'om Appraisement,-------- Entered and charged,----------- • & : Form No. RCC-62 {6-70) THIS FORK REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER 110,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1861, EFl"ECTlVE JANUARY 1, 1982. {FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) OFFICE OF' THE REGISTER OF WILLS County of .. ~~~_t:.+pg~.~ . . . . . . . . . . . . . . o ............ ~~*· P .... P.i.elmick.· ................... of .... .JSo~. 2.81.,. .Pff/$4911. l.~at, ,:r ••. l5.3.47. ...... . (Name) (Addreu) being duly ___________ nQnt _________________ according to law, deposes a~d says that he is the ....... .!~~;'~~-~---(~~~-~) ________________ __ · {Exec., Adm., Legatee, Etc.) of the estate of ..... ..Ma~ .. V. .... P.iC..km.Q.k ...................... whose last residence was .. ~~--~-~l •.. ~.t!~~~-X,-~a,_, __ ~!_J.fJ.47 · {No.) (Street) ----------Chartie..m .. T.lfP-._ _____________ dectased, and that the whole of the estate of said decedent, who died ----~~.!.!.J.S.t.J·~-~-9._- <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 JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value I.ot.ll c;6. r;? r;a with h room frame & stucco house and shed $2,700.00* ··-· Arthurs Plan, Ma'D 17 : ... Me~~ --/'.1tf~ ~ ~ ... ~ ·' , .. :;, *Lot 58 with 4 room houae·lias no ttitle, neither is it recorded in the ' county court, therefor since lot cannot be tra.nsterred or sold., whether it (( has any value is brought to question. Lots 56 and 57 have a tra:nsterable title and were worth perhaps $500 for both in 1969. The last recorded title for lot 58 is deed book 5!U., page 337 from BJ..ek -- Forduell tler sheriff to Washtngtoa Trust Co. The Washington Trwst Co. sold -- this lot to John PieahDik in 1930 but he did not record title and the deed has never been located after his death in 1933. A number of lawyers engaged ,.Bea•aal Blupez$y -by the late Mary V. Pickrdck could not clear this title for bel The four reom house. on 1crit 58 ia{ i11 extremely bad ehape. The noor in the stucco addition is about 12" above the ground and is rotted. Because the ' draiM2e f'rom sink was not vorld.llg, the sink from the kitchen "Was removed -· Shortly.before decedent's death and was not 18Placed because the kitchen ' ~-, > r ' -.• tloor would have to be torn up to replace draiiage system. 'l'he ratt:ers :Ln .-.· --, .· ·~ .. t the stucco section have only about one inch purcha~e in the tile vall which . , .. ~ . .. . \ ; ;~·-'· ' .. '• . '• .. t . is moving outward and will cause the root in that section to collaps~. " -_. - ( •t.ab t~nnY'A-4 •"'r mav call 228-2L.'i6 for anv additional information) ·c-) ~ ~: ~ : ~':! r J --~~ . ' .·· L .'• 'r ; ~ ,, r . ~· ·~.-·~/Ju_~ ,... ~ 1.. r , , JL~ .hc.v~,.. ~ #-':' ( --· ,, .~· .... : tl ...... PNene ; (' '"'':" ;;n ' ,, .. , ' ( • 0 t 0 ' . I .. ' ' ..... 1'' -c/·· (__ -· I . , t ... ' . 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. ' J"ointly Held Property None ,. . .,. Transfe1·s within TWO YEARS Prior to Death None .. I • '\'"• ., l Estimated Value 0 That at the time of deat~ there ~as no safe dep~sit box registered i.h decede'nt's ;individual n~me, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by anot~er as agent or deputy, with the exception of the following:- • • -l' ' • \ 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 RELATIONSHIP OF JOINT HOLDERS TO DECEDENT ., ' I ----------------------------·------------~------4--------------------------------+-------------------- . . r ; ' . ':') r.., t BENEFICIARIES AND ADDRESSES (State full names of all and their addresses who have an interest, vested, contingent or otherwise;· in estate.) Nellie V1noen. Box' llbh2 Pittsb~. Pa.-15228 Mack c. P1ckn:l.ck, Box 287 Meadow Lands, Pa. '15Jh7 O:lrel"'m V .. Ja-vee .. 3906 Adau Drive Wheaton~ Marvland 20902 CoutantiD! s. Picknick, Box 228 . --; -• ' ! BE~EFI.CIARIE.~ ' RELATIONSHIP· SURV-IVED ( 1f step-children or illegitimate children DECEDENT are inyolved, set'., , STATE YES forth 'this fact.) OR NO •an ye. daumter :vea son .. ' .·~ - ' " A'GE OF LIF-E TENANTS OR ANNUITANTS AT DEATH OF· DECEDENT ... . ( ~ rw -(' ,_. ~ ' ... , INTEREST OF BENEFICIARY ·IN -ESTATE 1/3 ot lot 58 1/3 or lot 58 .. , .... -1/3 or lot 58 --------------------~--------------~-----------------~----------~----------4---------------------- ---------------------------- RESIDENT DECEDENT • . 'DEBTS AND DEDUCTIONS CLAIMED NOTE-:-Listfii:st five items in the spaces so provided, observe notations there.::..;o:..:.n:.!.':..:.a:.:.:n:..:.d...;.i:.:..:n.:..st:..:.r:..:.u.:..ct:..:.io:.:..:n:.:..:s:.:__ _______ --,-______ _ DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN OTHER DEBTS AND CLAIMS $1200.00 sever aeseasment 225.00 sever installation 41.00 fixtures 150.00 Tap in fee ¥161o.oo paid ill 197 3 - - . - ·- ,· Funeral expenses paid inc1 lot1 stone 1 etc $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees • Fiduciary commission • (*) See .Note below (a) (a) Doctor 1 medicine J estimated legal expenses to tr,y clear title to Lot 58, at least ISOo.oo more . -I ' I ~ I ~- ~ • " Total ~EGISTER ONLY 1718 00 $ 1000 00 UJlD~d d 4o ool - 26 00 Pmthet• ext:matcel ezpe:ue 6JS; 86 Note: T,he 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. ' ' ' • , 'I 5 ~ -Subscribed an{sworn to before me this ... .f. ................ . L ...... ,: ...... ~ ......... ::day of .O.G.fP.b.(.--:-........ , 19?.C" ~ ~" ·- . · • · · '!" · · • · · · -~ ~ · · ·JAff.E~· f1; ::·~:· · · · ;_';; ;~·ulARY PUBLIC WASHINGTO .. : •. •.SHINGTON COUNT'( MY COMM!SS!Ol• f,{f'lfltS OCT. lb. 1977 ll"~~.t~s:y.rJf!U:l!As:;.a;:auo:wf r\illari~ . ............ ~ .. c: .. e~ ...... . ( Executor-AdministratOT )inf'ormm t ......... Box.2.87 ............................... . (Street Number) . -~~~~"'. ~~'. -~~ .•.. 15.347 ................. . (City or Town and State) Having been du~.s?rn according to law, I do ~ereby certify that the above appraisement is~ in conformity with law on this .................................. day of............ . ..................... , 1r··· U ...... . ·······~······~~;~;r····· 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·inheri- tance taxes at the lawful collateral rate on any such future interest. . . REPORT OF(~~~~:!! ~LLS . I, the undersigned duly elected Reg1ster of Wllls m and for ..... -~ .. .-... ::;y.. . . . . . . . . . . . . . . County, Pennsylvama, do respectfully report that I have allowed debts and deductions in the amounts claimed by de(1ent, e pt as to those "terns where a greater or lesser amount is set forth in the last column to the right in said schedule above, which greater or Jesse amoff epr nts the sum allowed as a-=!eduction. Dated: ......• Q!C. 9.1.197.6.RUSSELL MAR.IN-0.... . ...... · · \. ·. ~~ .( .. ~ ~.~.~-~ · · · · Register of Wills I • I i .., c: Form No. RCC-62 (6-70) ( r [ (Will I l • Administration SNo. · · · · ...... Year .... . I IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF . _ ..... ___ !Jip.l"J'_ V. Piclad.ck ........................ Deceased Late:ol -~•t:t"'-~~~". '?h!Jlrtiers Twp. . . ............ . ' County of-.. Wa.=sA~ton ...................... Comm~nwealth of Pennsylvania REPO~ ~ND AP~I~ .l.l::f t"rJ .::0 c..r, I • en c::> c::: . -.. :r.:: -r ~ c:!:) -(/) '-'"' c-, r--;c.: -·-1 (f) -..., • :: ~ Ti, .. ·-t-.; ::.:· !·- ---.... -,._., -'17 ~::: C") ..... a~.:.:; .: ,::.: ::::--o,_:z: l::-(1)0 en -o ::::r '""-' c.n rv fll v ... ( •, . ' -.J \.) \' , . \ I \ ·' I ' I RCC-81 (6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT MACK C. PIC KNICK (Executor or Administrator) ;:v .• IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division In Re: Estate of ___ MAR __ Y_P_I_CKN_I_C_K ____________ _ __ _!!W.!..!;AS=H,..,IN~GIO~N~--County -File No._--=.6_--=6~9--=-1=-=s=1:..:::3~--- Dear SIR: . You are hereby notified that the original appraisement in the estate of MARY v. PICKNICK has been filed in the office of the Register of Wills of '1f:ciiiNGrroN County on NOV»ffiER 28, , 19-2.2._, Said appraisement re ects the following valuations: Real Estate _______ 2--=-, 7_0_0_._o_o ___ _ Personal Property ___________ _ Transfers ______________ _ Jointly Owned------------- Total ----------2~,7POO~.~o~oL_ __ _ 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 nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P. S. 2485-1001, P. L. 373. Dote /l-2f-.JS Signed ~V~"''Y Title • ."/T_ DATE OF DEATH: NOV. 15, 1969 ESTATE INSOLVENT Note: This is not a bill. J