HomeMy WebLinkAboutOC1969-1321 - ESTATE OF FENTON, COW.MONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
f
SUMMARY
Estate of FENTON, JESSIE K.
(Initial)
DATE OF DEATH_..:..9-_21_-_69:___FILE NO. 63-69-1321
(Last Name) (First Name)
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-:::---=1:::::3'---7-770 ____ _
09-21-69
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for ~~ashington 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
le•m amount i• •et forth in the Ia" column to the right in Schedule "F", whi"idter or le,er amount repre.ent• the •urn
allowed as a deduction. ~ r
Dated: 03-13-70 ~· / /?~
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
VALUE AS REPORTED VALUE AS APPRAISED
$ 3.241 l 00
$
i ?1.1 00
3.241 00 3,241 00
? iO'i },q 2:. 30S 1...9
935 51 935 51
annuities ...... , . . . . . . . . . . . . $------+---
EST ATE TAX ASSESSMENTS $ _________ _.___
FOR USE OF REGISTER ONLY
Taxon$ __________ ~-=-
Taxon$----------~9~3'~·5+5~1~
Taxon$---------~---
Taxon$ ____________ ~---
Taxon$ ____________ ~~--
2% ~ 5%
10%
15%
COMPUTATION OF TAX
$ _______ ~~---
$ ____ __,5=:;_;;)6'--F"13::.__
$--------4--$ _________ ~---
$ _________ -4----
VALUE AS REAPPRAISED
$ ____________ ~---
Exemptions========F== Total Estate ________ __._ __
TOTAL TAX
*
$----------~--
(*) As evidenced by Chari table
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 ~ No.
IN THE
... Year ........... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
. JE$.$ I.E . 1( •.. F'Ii:N'ro N
Deceased
Late of. . WAS.HlNGTON ..
County of .. WASl:INGTON ..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~ .
•
I
Fonn RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE .................. )~1g:r..9.h .... 13.., ...... .+.9.79 .................
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX Washington
' COUNTY BmtEAU OF COUNTY COLLECTIONS -· ························································································· ........
APPRAISEMENT . ' ~ 63-69-1321 ,.. IIARRISBURG, PENNA. 17 12 7 FILE NO. . ..................................................................................................
I Whereas, ........ ...................... ~~.P.§.t.~ .... .K.t .... .f..~nt.9IL .......................................................... late of .................................. Ws..P.ht.ng.t~.9n. ......................................
in the County of ................................ .:Vl.a.s.hingt.on ..................................................................... Commonwealth of Pennsylvania, having died on
the .................................................. ..Z.l. .... s..t ........................... day of ................. S..~p.t..~mb~.r. .............................. 19 ..... 69., seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ............................. J~l.R ....... C.haney. ................................................................. , 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 Purpose;
$
PERSONALTY :
Savings Acct •• Hell on National Bank & Trust Co. 3,194.00
Alleghenv Mutual Casualty Co. Insurance Benefit _1 .. {1._.00 --
3.241.00 3,241 00
Total 3,241 00
!
I
i
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
....................................................................................................................................................................
(Number and Street)
.......................................................................................................................................... , Penna . ( Poat O!Bee)
............................ WASHl.N;?r.'T.ON ........................... . County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JESSIE K. FEN 'ION ·············· .................. ······················ ............................................ .
Deceased.
Late of
\riASHINGTON
Date of Death, ....... §~.Pt.~ml:?..E:J.r. ... ?.l.LJ.9.1?..9 ........... .
Appraisemel!t Docket Vol., ................... .3.8. ........................ .
Page, ...... .?..7:::-.~ ..................... No ...... ~?.:::-?.?.-:::~}~ ...... .
Filed in Register's Office, .... N~:r.Gh .... J3., .. 19 .... 79
Amount of tax due, $ .................................................................. .
DEPARTMENT OF REVENUE
Received,
...
Examined and Approved,
Wrote abo.ut Appraisement,
Appeal f1'om Appraisement,
Entered and charged,
,.
LAST WILL AND TESTAMENT
I, JESSIE K. FENTON, of the City of V/ashington, Washington County,
Pennsylvania, being of sound mind and memory, do hereby make, publish and
declare this to be my Last Will and Testament, in manner and form following,
hereby revoking any will or wills heretofore made by me.
FIRST: I direct that all my just debts and funeral .expenses be fully
paid and satisfied, as soon as conveniently may be, after my decease. · j
I SECOND: Provided my husband, GEORGE FENTON, be living sixty I
·I days after my death, I devise, bequeath and appoint all my property, both rea! I
' and personal, of whatsoever nature, to which I may be legally or equitably en-~
titled, or over which I now have or hereafter shall have a power of appointmenl
to my husband, GEORGE FENTON, his heirs and assigns, in fee simple, forev4r. !
THIRD: If my husband, GEORGE FENTON, be .not living sixty days I
I after my death,. then and in that event I devise, bequeath and appoint such propj
,f erty, in fee simple, to my son,. KENNETH 0. FITTON, of Allison Park, Penn~
I sylvania, and to my husband's son, GEORGE V~ FENTON, of Long Beach, Cal~-
fornia, in equal proportions, share and share alike.
I FOURTH: I do hereby make, constitute and appoint my husband,
_ I GEORGE FENTON, to be my executor of this my Las;t Will and Testament.
.I
IN WITNESS WHEREOF, I, JESSIE K. FENTON, the Testatrix above
I .. ~-··-named, have hereunto subscribed my hand and affixed my seal, the 1 ,) day
of June, in the year of our Lord One Thousand Nine Hundred and Si:Aiy-One.
Signed, sealed, published and declared by the above named JESSIE K.
FENTON, as and for her Last Will and Testament, in the presence of us, \Vh o I!
have hereunto subscribed our names as witnesses the:r·eto, at her request, in
the presence of said testatrix, and of each other. //;;·""'.-·-----. /IV)// !' J' /1/ .' j f if /'/: I ,·_.. / _, f .... ~ , l ... .. l 17; , , U>fi~
j /
/// :...>/
I .·/ L-·.:
t 3-~ r"' /~cJvt
i\ffi~nuit (@f 1fxrrutnr ®r i\~miuistratnr
t!ltatr nf Jrnnaylnanta, t as:
C!lnunty nf lllaaqingtntt \
Personally before me, the undersigned authority, a ............ N.Q.t.at'.}! .... l?.Y.R.l.ic ................................ .in and for said
County and State, appeared ............................ GEO.B.GE .. .E'ENION ...................................................................... who, being duly
sworn according to law, deposes and says that he is the executor ~of the estate of
......................... JESSIE ... KA .... E.e.N.l'.Q.N. .................................................... deceased, that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of... ............... JE.S.SIE ... l). ...... E.e.NX.Q.N ............ ,
deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
' be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each
item Jllade by the above named Executor ~
--Swofn and subscribed before me this ...... ?:P.:.9 .... ~... F h/ /i---
day-of .... ·.,.::.\f.gmJ.~.cr ................. 19 ... 1.0.... ~-211.¢::7J~ .. ~4u.~~ .......................... .
: .. :~--~~~............................... 'Executor-~oox
-Not~ry P~blic, washington, washington eo. ADDITIONAL INSTRUCTIONS .
_1. ~ ~MtmMmyEIJlUStJOO filed~ithin three months after appointment of personal representat~ve.
2. A'supplemental inventory must be filed within thirty days of discovery of additional assets.
3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33,
Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2
1Juueutnry aub 1\ppraisrmeut of the goods and chattels, rights and credits which
were of ............................... ;D.!;.~.~.lr; .... ~.! .... ll:r;,N;r.Q~ ...................... late of ....... r::i.tY. ... Q.:f ... R9.-.sb.:i..o,g,t.Q.Q ...................................... ..
Washington County, Pa., taken and made in conformity with the above affidavit. ...:
Savings Account, Mellon National Bank and Trust Company,
Washington Office
Allegheny Mutual Casualty Company, insurance benefit
DOLLARS CENTS
3194 00
47 00
$ 3241 00
J.
'·
..
., ' .,
' ·.
l :' -,
. '.
' ... '".,. r ~ 1 , ... ' ·, / . ,.:. ~ ~ . . .. . .... r '~ ............. ~.,,~ ~ r f 't; -~' • \\\~ .f~,l,,,,~,: .. ~.,, ,~,
({)31
& J--~ 9-/0~/
Inventory and Appraisement
IN THE EST ATE OF
....................... .JX;.SJ;i.l;l:; ... K ..... .F.l';.NIO.N ............................... .
Filed ................................... : ............................ :., 19 .......... .
~ .... -q :::E;;:J -J c::> >,.,:::o -(/)G')C: c.._ f""".._.. ::I:-(/) :;c. • -(I) (f) :;;;e: :z: --; r-r, "'-> rr1 G") ~-1 r~-
c:;::) -! ~i ~~--0 0 ' zO .,.... ::;:::,., ... -n .::-..
'"" ..,.;:: :v ::::r. 0-.:::::::; : ;::: -""Or-:z: >cno <;.,..,.)
WM. C. PORTER, ESQ.
307 Washington Trust Building
--
Washington, Pennsylvania 15~~~
.... 9 27 ~~ ·~--Wt(i..___. OKiilDi>~WY &
RCC-4 {8-68) 'COMMONWEALTH OF PENNSYLVANIA. ~ I.) I -NoAO s.sMTI ;~~~~~~~ REtEIPT • PE~~~~::r .~~~~r:ANq ANd~EsfATEJAlC
RECEIVED FIFTY-SIX and 13/100-• -...... - -• ... - -
--............................ . ... dollars
George Fenton F.xcr.
From: c/o A'l'Tl. WILLIAM C. POR'IER
Address--=· 3:..::.07.!......:W::.::A=SH:.:::l:.:N:..::.G_:_'IO:.:N,::__::_TR:.:U.::.::S:.:::T:_m.=·=OO:...:.· ..:.• __ _
F i I e No. _6:..::J-~6~9;..-=JJ::.....;2lc:;.__ Date of
Name of Decedent __ _:dE:::.:' S:::S~IE=·=--::K:..!_.:.:FE=N:..:.'!i~O::.:N~-----1
County ____ ____:W=A:..::S::.:H~I.:..:NC:::..i =N=------------1
Remarks:
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
2%Tax on $ _________ _ $---------·1~1
6 % Tax on $ __ On-"'. =-.:Ac=c:...:o:...:un:=t'---$._--=;6=· ·=13~---
15% Tax on $. _________ _ $ __________ ,11
%Tax on $ _________ $ _________ _
Estate Tax, Act of
May 7, 1927
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__ %from---------
to ____________ _
$_· ---------
$·_--f!:S=6=.lJ=----
$ ________ __
$ ________ _
lrOO ~ [p[L~@&TI'~ sEAL, TOTAL AMOU~~
NOTE: This Triplicate Receipt Ia be~retained la~·au~~ r ' J I/} --'7J' i
_ . -Received by \, _____ \t..-C0_,0)<..:/.~ / ((~ /.A .. /rvO
NOTE: In accepting the transfer inheritance· tax an future estates, prior to the death of the life;/ \... (Signature} •
tenant ar tenant lor years, as evidenced by this receipt, it is understood that the Commonwealth shall ·
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of th~e_;:_· .:...· _:__,~~!:::::=:::::::::::...:=:~-!-,..--l~.LL'.~~~:_----Itl
life tenant or tenant for years whenever it appears that such additional tax may be legally due
collectible for reason whatsoever.
r . Form No. R:~~~~~-69) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961,
EF"FECTIVE JANUARY 1. 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) c.. 3 _ e:, r-1 :5 d. 1
~ O~FICFf' OF THE REGISTER OF WIL;LS.
County of ... WASHINGTON ............ .
. . . . . . . . GEORGE. F.F.NTON ........ · ................... of .......... \:J~~lr!-p,gt;~q.2. ~~PP.S.Y.~YCJ.tti.~ .......... .
(Name) (Addre88)
being duly __________ s_wo_r.n ___________________ .according to law, deposes and says that he is the _________ ~-~~-~-~!:_(_)_~----------------------------------<Exec., Adm., Legatee, Etc.)
of the estate of ________ .JES.SIE __ K. __ .FE.NT.Q_N __________________ whose l~st residence was _a6.Q __ E.aat_.M~d~e.n -S t;ce.eJ!.,. __________ _
(No.) (Street)
Was.hin.~t.tQn _______________________________ .deceased, and that the whole of the estate of said decedent, who died ---~~E!_! __ f_tl__J~-Q~ •
(Clty, Borough or Township) · (Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES Aim RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
!
NONE
"
'• 'i ' ~ J
Personal Pr~perty
Saving-s Account Mellon National Bank and Trust Comoanv Washing-ton
J
Offi C'P """ ~l~
"I
Alleghenv Mutual Casualtv Companv. Insurance Benefit 47.00 ~ A . -' ,
'
TOTAL --------------$ 3241.00
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 deposit or owed by the
dec_edent 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
NONE < .
: -
',, "J~' '
Transfers within TWO YEARS Prior to Death
IDNE
j Estimated
Value
..
--
'
-
That at the time of death there was no safe deposit box registered in 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 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 TENAN.TS 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
Geor2:e Fenton Husband Yes All
R60 F.ast Maid~n !=:t:r~et
T.Jashin2:ton Pennsv1vania 15301
-
,_
OTHER DEBTS AND CLAIMS
Rev. Stewart
Notary fees
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
Funeral Service
Total
10
2
2305
00
00
COLUMN
TER ONLY
,.
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. ~~ _ . •
_-< s b '•b d d -'t b f th' 2nd ( . ---~ .: '! "~' , u scn e an SWOl'n o e ore me IS . . . . . • . . . . . . . . . . . . . • . . . . . . . . . . . ...•.....•...........•...........
· _. -. ~ xecutor,Aorbmi!M&tl:rtl~") · · ··· '1
--::-:. = Ja 70 ·"······ ............ · ..... :-:-dayo~f ....... nua.~Y, ...... , 19 ... . . ' ' :. ~ -...--.. .. ~ ~-.:
0 \~ ~:-.-. -~ 0 .4~~-. 0. 0 00.0 0. 0. 00 0 00 0 0. 0 0 0 0 0 0 0 0 0
r ' ,,"' MAE HERCEG
Notary Amnc, Washington, Washington ad,
.... W~13.lJ.~pg~p_q.,_ -~~!:l.l)$Y~Y.a.Qi.a.. ~.5.~l ..... .
(City or Town and State)
.... 860. .Eaa t. Maiden. St.re.et ....... :.' :·.·:. :"' .. .
(Street Number)
.J.b tummlsSiOn EXp1res June 28. 1971
Having been ··duly swom according to law, I do hereby certify that the above appraisement is made in conformity with law on this
............... /~.';/L-...... dayof .... ~~---···················· , .?.<?·
.. -~-.!./....... ~~-....... ~-.4.¥.£. ..... . ~~--, ;rApprRiser
In the event that any futu1·e inte1·est in this estate is transfened in possession or enjoyment to c era! heirs of the decedent after the
expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer ·inheri-
tance taxes at the lawful collatei·al rate on any such future interest.
REPORT OF T_!!.; 1\EGISTE S
I, the undersigned duly elected Register of Wills in and f~a.../.~-t<2-~:.....<e,.<;q./.r...-c:~ ...... County, Pennsylvania, do respectfully
report that I have allowed debts and deductions in the amounts claimed by depon , except as to those items where a greater or lesser amount
is set forth in the last column to the right in said schedule above, which greater o sser amoun ep esents the sum allo% a deducti'on.
Dated: ~4YcL .. 4../x/..CJ............... . ..................................... ~.
Register of Wills
t
r
"
L ..
Form No. RCC-62 (7-69)
Will Administration lNo. · · · ....... Year .... .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
~-..... ~$S;I::E. -~' .J?IH~l'ON ............... .
Deceased
Late o.f ....... WASI:liNGlPN ............. .
~.:>·
County of ...... WAi?I;IJ: N~."I:Qij ............ .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~WM. C. PORTER, ESQ.
307 Washington Trust Building
Washington, Pennsylvania 15301
I • ' ~.'I I r
. .J:... .t,,.,.
.:.• "t ·,, 1 .............
>-' '}c
• j
. . . . ',.l J .: . r . f { • • ,. ..... ~
I ~J' • ' ·-\ o. \"
i ~ t j I • • t-. \ ,-.
"·
/
RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
~. DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E
REP'ER TO 38-27-1
NOTICE OF FILING OF APPRAISEMENT
GEORGE FENTON
(Executor ~q~~)·
In Re: Estate of ____ _;J:..::ES=S..::IE;;....'-=K.:... • ...;:F:...::'Eri:...::J:...::T..::O.:.:.N _____ _
______ _;,W.;...AS......-H_D_JG.;...T_;O;;.._N ____ County -File No. 63-69-1321
Dear Nr. Fenton:
You are hereby notified that the original
appraisement in the estate of Jessie K. Fenton
has been filed in the office of the Register of Wills qf Washington
County on Harcb 13 , 19....2Q. Said appraisement reflects the
following valuations:
Real Estate -------------
Personal Property ____ ~3~·=2=4=1~·~00~--
Transfers _______________ =-~~~---
Total __________ __;~3~2~41~.o~o~--
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 ___ ~M~ar~ch~1~3w,~1~97~0~-------
DATE OF DEATH: September 21, 1969
Note: This is not a bill.
j