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Home My WebLink AboutOC1969-1343 - ESTATE OF NAMIEForm No. RCC-62 (12-66) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, EFFECTIVE JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) O'FFICE OF THE REGISTER OF WILLS County of ... Wasb;i.ngtP.l). .... : ..... . 310 Hodgson Street Paul·i.n·~ ·. N~l!l;i.~ .......... · ................... of . MonongahQla.,.. P.e:t:J.nsyl:uani.a ............ . ( N arne) (Address) being duly _______ swarn _________ c-----------according to law, deposes and says thaShe is the _____ su_r.y_~_v.;~,._:no ___ t.e_:na_:nt _______________ _ · · (Exec., Actm., Legatee, Etc.) of the estate of .. Mar.gar..et .. .Nami.e _______________________ whose last residence was .3~0 .. Ho.dgs.an.St.r.e.et _________________ _ (No.) (Street) MononCLa.heJ..a, ... P-..enna .... _____ deceased, and that the whole of the estate of said decedent, who died .J.I::l.lY.--~-Q~ ___ l...9.69 --(~orough or Township) · (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANGES 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 Monon ton Count art of Lot No. 27 in Hod son's Plan of Lots which Plan is recorded in extendin therefrom 73 02 feet. Namie and Margaret Namie, his wife, and Pauline Namie, as joint enants with the ri h of survivorshi Savin s account Western Penns lvania National Bank Office in the names of Pauline Namie or Margaret Namie, joint # 189 942 722 in the Estimated Value .,..0 - 3 800.00 / 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 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 iii• which the account is registered. · ) I I Jointly Held Property Estimated Value ~ . ... ~ . NONE - ;n 1'"·1 I.J;;. - Transfers within TWO YEARS Prior to Death 1\.T()l\TR ~ 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 another as agent or· deputy, with the exception o'f 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 -:------ . . .. ~) : .. BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step~hildren 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.) ar~ involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT . 2. - •RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED --· . NOTE· List first five items in the s}1aci'~s so provided, observe notations thereon, and instructions DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~-------------------~----------------------------~-------.--fu~EGISTERONLY RPhnuT. & Voh~ Co Funeral expenses paid $1.176 50 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) William H. Robinson OTHER DEBTS AND CLAIMS 8/ 1/69 Administration Expenses * Counsel fees * Fiduciary commission * ( *) See Note below National Ambulance Service, Ambulance service Inc. 8/ 5/69 Father Nickolas Fedorchak Services 8/ 5/69 Rocco Flower Shop Flowers 8/20/69 Memorial Hospital Admittance 0/17/69 Fred s. Klein, M. D. Medical expense 50 00 20 00 50 00 37 10 3 00 10 00 Total $ 1 346 6C -~ ~o~:: \h~ estate agrees to advise the Regis~er of Wills if the amount actually paid in settlement of any fee, commission or debt is greater h § ~~less than the estimated amount cla1med and allowed. ~ . . ./~ ... >1.~ ..... . Survivi~~~ .310. Hodgs.on .St.ree:t ....... : ........... . (Street Number) tt ~ .. o ~;· S~ub~ribed and sworn to before me this ..................... . ~~~ . ,., .;.i "'~ December . .' .. ~.~. ~ ...... dayof .~ ......... ,19.69.. ...-:. . . ( ,,. f.'~ •• "( \ 0 t:f· ·~· . . .•........ L ~~ o ,.., \~ i"' . ~<?~~.I?9~n.~.l:~. ~ .. Jf'.~!J:If~Y.l; Y~~~-~ ........ . (C-ity or Town and State) is made in conformity with law on this ~.r. . . . ~ .?t _.? ~ ..... ~~1ra1ser In the event that any future interest in this estate is transferred in possession or enjoyment to col · te ·a] heirs of the decedent after the expiration of any estate for life or for yea1·s, 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. ' ' . \ Fonn No. RCC-62 (12-66) (,., 3 -0 r-!3 ~ Will · l Administration sNo. · · ........ Year .... . -· · L ;--o [-1 c IN THE . MATTER OF THE APPRAISEMENT 1S;J C':C 9 Ml 11 : 55 OF THE rm:~['.L ;~lt.RlNO RtG.!STEf: e;:: 1/ILLS ESTATE OF MARGARET NAMIE ........................................ Deceased Late of . M~I?-~ng ahel a .......................... County of .. ':V?.~J;lj.._:q.(J:ton · .................. Commonwealth of Pennsylvania REPORT AND APPRAISAL t31\. (L_ ------~~~~~~~~~~~~~~~------------------------------------------------- ' ' ~ ... R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT PAULINE NAMIE Infonnant IN YOUR REPLY PLEA8E REFER TO In Re: Estate of ____ __.:..:¥lA=RG~A~RE;.::;::·~T~NA:.:.l-!.:1.=IE=-, ------ _____ W:..:..:A:.:.:S::.:H~IN:..:.G::::_TO=N:.._ ____ County -File No. 63-69-1343 Dear Mrs. Hamie: You are hereby notified that the original appraisement in the estate of ~~rgaret Namie has been filed in the office of the Register of Wills qf Washington County on Decemberl6 , 1922_. Said appraisement reflects the following valuations: Real Est ate ---'----~3~,z....:8:;;:;00~.~0;.;0~- Jt. Held ~---.:I.4.:::...05::...:.·..!...90=----- Transfers ____________ ~~~~----- Total ______ ~-~4~,_20~5~·~9~0 __ _ 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 (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ ~D~e~c~em~h=-e~r~l~6~,~1~9~6~9 __ _ Signed (j,J. Q ci~ s;:?,. 'nci ((_ Title W.R. CHANb.."'Y, ·F APPRAISER DATE OF DEATH: July 30, 1969 Note: This is not a bill. ) CC·39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY i.:state of NAMIE, (Last Name) MARGARET (First Name) DATE OF DEATH 7-30..69 FILE NO. 63-69-1343 (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: 12-16-69 07-30-69 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register 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", whic greater or lesser ount represents the sum allowed as a deduction. Dated: ____ 1;:..2_-...;;;1;...;;.6---'-69..__ __ _ 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 FOR USE OF REGISTER ONLY Tax on$ Tax on$ 2, 859 Tax on$ Tax on$ Tax on$ 130 VALUE AS REPORTED VALUE AS APPRAISED $ j, tiUU UU $ j, tiUU 00 MJ5 90 405 90 4,205 90 4,205 90 1,346 60 ' 2;8591 35 t COMPUTATION OF TAX 2% @ $ _________ ~~~-- $ _____ .L:J_Il.-+_,,o_ 5% $--------------r-- 10% $ ____________ ~---- 15% $ ______________ r---- VALUE AS REAPPRAISED $ ______________ +--- I Exemptions Total Estate TOTAL TAX * $--------------L---- (*) 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 $--------1-- BALANCE DUE Add interest at rate of 6% from ----------~0------- $ _______ --I __ __ $--------~--- 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 MARGARET .NAMIE Deceased Late of MONONGAHELA County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE December 16, 1969 I -........................................................................................ ··················· .... DEPARTMENT OF REVENUE ; RESIDENT INHERITANCE TAX • ' ~ ....................... W.§:~.b..;bpgy.QP.: ............................... . . .. COUNTY BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 17127 APPRAISEMENT FILE NO. .. ....................... ~J..::.Q.9..::J..J..4J. ................................ Whereas, ................................ ~~.g~;r..~j;. .... ~@.!~.~ ..................................................................... late of .............................. ~~9.~.'?.~.§.~~~~ .. 1!3: ........................................ in the County of ............................ W9.-.1?.h~DS.t..Q!.L ...................................................................... Commonwealth of Pennsylvania, having died on the .......................... J..Q ... j;.J~ .................................................... day of ........................ ~.~J:Y. ........................................ 19 ..... ?.9.., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................... W .. ~.R .. ~ ..... GHA~ .. .t .............................................................. , 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 I 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 fqr life or for years, the Commonwealth hereby expressly reserves inheritance taxes at the lawful collateral rate on any such future interest. the right to appraise and assess transfer Unit Appraisement Description of Asset Made for Inheritance Values Tax Purpoaes $ REALTY: Two-story frame house situate in the Second Ward of - the City of Monongahela, Washington County, Pennsylvania, being part of Lot No. Z7 in Hodgson's Plan of Lots, which Plan is of recrod in the Deed Book Vol. 158, page 551. 3 ,BOO 00 JT. HELD: Savings Acct •• Western Pennsylvania National Bank_,_ Monongahela Off ice, in the names of Pauline Namie or Margaret Namie. 405 90 Total 4,205 90 f•rm~;·!::~h b~: ~:~~w~ ~"'JE"~~~: ~:; .~~:~;:;~~;~s·~=~t~~~ App ser .'.'.{LI .................. = .... ~................ ~.~.~:~:~:~:~~~~.~:·.·· .. · .. · .. :.·:.·.::::.::.·::::: .. :·: ............ ;~:~:·: =--------------------------------------------------------------------~~----------- WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MA.Jt.GAm.:'r. ... N.N.1.:I::B:: Deceased. Late of MONONGAHll..A Date of Death, .......... J.:Vly .. J.Q., ... .:L..9.9.9 ........ . AppraisenzeiJt Docket Vol., Page, No. . .. f?J.::::f?9::JJ..4J. ........ . Filed in Register's Office,D~-~~Jiil;>-~.:r:: ... .:L..~ .... 19 ... §.9 Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal fMm Appraisement, Entered and charged, L •