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HomeMy WebLinkAboutOC1969-1344 - ESTATE OF RHODESRCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT i SUMMARY Estate of Rhodes (Last Name) Frank (First Name) Jr. DATE OF DEATH 6-29-63 FILE NO. 63-69-13J..4 (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __ VJ_a_s_h_i_n_,gr,,_·_o_n ______ _ 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: ---'1=---o-=-c'-_7'--'1=---------&,l2:l!ctft7mR~4· REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Wasbj ngton 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?dhre er or lesser amount represents the sum allowed as a deduction. Dated: 1-8-71 ~t~ Jfr,~ REGISTER OF WILLS 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) $ $ soo 00 soo 00 762 00 CLEAR VALUE OF ESTATE EST,~ .TE Valuation of life estates or annuities . . . . . . . . . . . . . . . . . . . $-------+-- ESTATE TAX ASSESSMENTS $------1--- soo 00 I)()() ()() 762 00 INSOVENT FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ ---------+---t Tax on $ ----------+--. Tax on $ ---------+-- Tax on $ ---------+--Taxon$ _________ -+-- 2% % 5% 10% 15% $ ________ -4-- $ _________ -4--- $------------4---$ ____________ -4----' $ ___________ ~ ___ VALUE AS REAPPRAISED $ _______ +---- Exemptions========F== Total Estate _______ --1--- 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 $======== BALANCE OF INHERITANCE TAX DUE $ -----------+--- Add interest at rate of 6% from ------to ------- AMOUNT OF ESTATE TAX ASSESSED $-------+--- Estate tax paid $ _____ ___. __ BALANCE DUE $---------~---- Add interest at rate of 6% from -------~10-----$----------+--- TOTAL TAX BALANCE $ --------+----PAID $ _______ .....J._ __ _ 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 .. F.:Rl1.rn< . :RHQP:E.S., ... .Jit .•.. Deceased Late of ........... vi .• !3~0:WN$\IJ..LE.: County of .. vJASHlNGTON .. Commonwealth of Pennsylvania REPORT AND APPRAISAL "' , RCC·IOS (2·&41 -. INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY j COMMONWEALTH OF PENNSYLVANIA DEPARTMEtojT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION OF RESIDENT DECEDENTS couNTY oF __ w_a_sh_i_n..;;.g_to_n __ 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 dote of death, unless an extension Is granted by the Secretory of Revenue. Will Admn. No. ___ l9 __ l, Rose Str::..::a;.:::i:pgo::.:h:.:.t ________ of 801 Jefferson Avenue. West Misc. (Nome) Brownsvilf~,respennsylvania being duly sworn according to law, deposes and says that he is the ___ _.::A:.=.::d~m~in~is=-::tr:..=a:.::.tr::..::ix::._ __ --:---------- (Exec., Adm., Legatee, etc.) of the estate of Frank Rhodes, Jr. 1 ate of _W..:.:...e::::.=.st~B::.r:.;::ow.:.:..:.n.:;s::..v:.:i::.::l;.l e.::;_~.,...--------- ( City, Borough, or Township) deceased, and that the whole of the estate of sQid decedent, who died on __ ~J:..::u:!!n::::.e::::...:2::..9~,~1~9:.!6~3~----------­(Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair market value of the assets and no Pennsylvania Transfer Inheritance Tax is due. Sworn and subscribad hefore me the ,:t._..5 day off~9~ W. CULOTTA. NOTARY PUBLIC ' _-. WASHINGTON. WASHifJGTON COUflfY ~ ~ ci¥.. MY COMMISSIO;J lXPIRES f1PRIL 1. :'374 ~~ ·~L. ("'"""it ~ ose Straight, A mimstratr1x Type of Asset: Real Estate, Pers. Property,Jointly Held Prop. or Transfers Pers. Proper ..-..... 1..,.,..,.,. n ..,_, 1, r-..,:..., • • 1\ J, :.., ... .... .... . ~""""' "' ,, ·"". ...... .... . . ....... ASSETS (Attach additional sheets if necessary) Description of Asset Proceeds from Jury Verdict, in the case of the Estate of Frank Rhodes, Jr., -vs .. John W. Mcilvaine, Jr., filed at No. 370, November Term, 1969, A. D., in the Court of Common Pleas of Washington County, Penna., Civil Action -Law. TOTALS REPORT OF INHERITANCE TAX APPRAISER Estimated Market Value 500.00 $500.00 Department Valuation CAUTION (Do not writ.e in this space) 500.60 I, the undersigned duly appointeCl Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the values set forth opposite each item in the last column to the right. . & J ,(? ~ A ~ l 1-f-7 / ' . . R J ........ Dated: Inheritance Tax Appro iser DEBTS AND DEDUCTIONS Amount Amount Approved Name of Payee Nature of Claim Claimed by Register Kisenger's Funeral Home Funeral Expense $750.00 Register of Wills Administration Expenses: 12.00 TOTALS $762.00 ---·-- REPORT OF THE REGISTER OF WILLS 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 wllere have set forth a g. reater or lesser amount in the lost column to the ~ight, which greater or lesser amount represents the su a~l wed as o deduc~ Date of Approval: / f -.z; 'j;~ / /2~-c>O Register of Wills '• n n r->:E c..-· 0 0 c 3'= 3 c .... :I CD ~ ::l 3 -+ 0 > ::::0 0 '< -Ill :I 0 -1 -m :E .... --1 c "'tJ CD -'V'd ··oo N 0 l ·; N f H S V /,\ 0 c m .... ::::0 0 ::::0 ':S" ::l S11'f '-\j""1 I 0 103(:! -1 0 0 '-.....--' I.\ :!U ... ~.::.~..; , ::. m > -., 0 ~! l H ;' .~1 -:·' ~(~SnH , VI z CD -1 0 -1 z c :I > '11 :::t: :I -1 -1 m -1 z > Ill m :r :r "'tJ '< m > m 0 0 I 2 I Wd 82 IT' OL;g < 0 "'tJ c .c ~ :I ., "'tJ > c ::::0 'n -, •t ! ~ > ...... ~ ~-·l> VI ,.J -.1 . 4 ·~··"r m 0 3:: " m -< n " z 111 Q c .. -1 " .... 0.. I RCC-81 (2.-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REFER TO NOTICE OF FILING OF APPRAISEMENT 38-29-3 Rose Straight (~ Administrator) In Re: Estate of __ ..;.F-=r-=an=k:......:..::R::.:h-=o.::d-=e=-s_J:..:r:....:....• --------- -------~W~a~sh~l~-n~gt~o~n~--------County-File No. 63-69-1344 Dear l·1iss Straight, You are hereby notified that the original appraisement in the estate of Frank Rhodes, Jr. has been filed in the office of the Register of Wills qf Hashington County on Januarv 8 , 19_1l. Said appraisement reflects the following valuations: Real Estate --'------------Personal Property ___ ~5~0~0~·~0~0 ___ _ Transfers ______________ __ Total ----------,.-____;"""'5~0~0,..;. 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 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 ___ ~J~anu~ua~r~}~r~$~1,_.1~97~]~----Signed &L~ > I' Title W .R. CHANEY, CHIER APPRAISER ESTATE INSOLVENT DATE OF DE;\TH: June 29, 1963 Note: This is not a bill. ) -----------------------------------------------------------------------------------------------------, Fonn RCC-2 .. . . .. ' • DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ....... J.anuary ... 8., ...... 197l ................ . COUNTY ........ YJ.9.:.~.h.~~~ .. 8!J: .................................. . FILE NO .......... 9..3.-:::.Q.9:::.l.J£~:4 ....................................... . Whereas, ..................................... F.r.ank. .. Rho.de.s .... Jr. .......................................................... late of ................ .H .•. B..r..9W.n.?..Y.il.l§ ............................................. .. in the County of ........................................ .liiJ.a.s.hingt.on ........................................................... Commonwealth of Pennsylvania, having died on the ............................ 2.9t.h ..................................................... day of ...................... J..u.n~ ........................................... 19 ...... 9.3, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................ ~Y.~.~.~_g~~~~ ................................................................... , 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. Description of Asset PF.RSOT\TAT. • Proceeds form Jurv Verdict. in the cas of the Estate of Frank Rhodes Jr.m -vs-John vv l'Icllvanine. Jr.m filed at No. 370 November term, 1969, A.D •• in the li·ourt of Cormnon Pleas of 111Jashington County, Penna., Civil Action-Law Total ESTATE INSOLVENT ·' .. , : ~· Unit Values $ Appraisement Made for Inheritance Tax Purpo1es 500 00 500 00 ......................................................................................................... ························································· 0...J~~r and Street) .................................................................................. · ............................................. , Penna. (Post Oftlee) --------------------------------------------------------------------------------------------------- • H •••••••••••• Washington ... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .............. f'Ti3,J:l}c ),1)JqgE?..9., ..... J.r .•... Deceased. Late of ........... :VJ •.... Br01•msvill:e ................................................ . Date of Death, .................... 9.:::-:?.9:":":9.3. ................................. . Appraisemel!t Docket Vol., ............... 3.8. .............................. . Page, ............. ?.9:-::-.3. ...................... No ....... 63.:::-.6.9.-:::13114. .... . Filed i1~ Register's Office, ......... ~~Y.l.~ ... ..EL .... 19 . .7J .. Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, ~ Appeal f1'om Appraisement, ' Entered and charged,