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HomeMy WebLinkAboutOC1969-1348 - ESTATE OF JOHNS' --rcc-sg (!5-68! COII.MONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SUMMARY RESIDENT DECEDENT .... ==:::::================================ Estate of JOHNS MARGARET DATE OF DEATH 11-20-69 FILE NO. 63-69-1348 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __ W_A_S_H_I_N_G_T_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 i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: 05-12-70 --------------------- 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", which er or lesser amount represent~ the sum allowed as a deduction, ·. ~~ Dated: __ _;:0:..:::5'---=1=2'---"7....;;0;.._ ___ _ 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 annuities . . . . . . . . . . . . . . . . . . . $ _____ -+--- ESTATE TAX ASSESSMENTS $ ------'--- FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% $ ________ -4-- Taxon$-----------~--~ $ __________ -4-- Tax on$ 5% $----~---4-- Tax on$ 10% $ ______________ ~-- Tax on$ 15% $--------4-- VALUE AS REAPPRAISED $ nt ~e~tiMS * Total Estate _______ ~- TOTAL TAX $-------~--- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $======9=== 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 $--------1--- Estate tax paid $ _____ --~.. ___ _ BALANCE DUE Add interest at rate of 6% from ---------~10------------- $ ____________ ......~. __ _ $---------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 Deceased Late of. County of Commonwealth of Pennsylvania REPORT AND APPRAISAL .. ----------------------------------------------------------------------------, Fonn RCC-2· .. ,, . -· DEPARTMENT OF REVENUE R!JREAU"OF COUNTY COLLECTIONS HARRISBURG. PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ..................... M.CI.:Y. .. J.?.-'. ...... !.~.?.9 .. . COUN1'Y ' ......... :·WASHINGTON........ .. ...... . FIL -63-69-1348 ENO .................................................................................. . MARGARET JOHNS WEST BROWNSVILLE Whereas, ...................................................................................................................................................... late of ............................................................ :::~.! ........................................... . in the County of .............. W. . .I\§~.!.~9.-.'!'.9..~ ............................................................................. Commonwealth of Pennsylvania, having died on 20th November 69 . the .............................................................................................. day of .............................................................................. 19 ............ , se1zed and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................ ..\'l ....... .R. ....... CHANE.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. Description of Asset REALTY: As per appraisement filed Unit Values $ Appraisement Made for Inheritance Tax Purposes 500 00 ~----------------------------------------------------------------------~~----~~----~~-+~--- PERS.: NONE NONE TRANSFERS: ~------------~N~JO~\NF.~----------------------------------------~r------~~N~ONE~----~-- JT Tl'T.'TT\ nTi'DC' . . . NONE NONE TOTAL 500 00 ~----------------------------------------------------------------------~-------;r----------r----! ~-----------------------------------------------------------------------~------~----------+----! i F=============================================================~===========! form~~v!:;~h b1:~ ::~hi:w<>XIl&CC/~~· ~.~ :r•r~~~ c.·~~~ve ap:raisz; ~s 7~~~ : .... ·:::::.: .. :·:: .. ::H .. 0=-~"'1.~ ~~::~}~~:-~:. .. ~ ... = ........ ;~~~~-. (Post Ofll u • u. ••••• ••• • .WASHINGTON ..... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARGARET JOHNS Deceased. Late of WEST BROWNSVILLE Date of Death, u •••••••••••••• N.o..v.~.mb.~.;r. ... Z..O, ...... l.9.6.9 Appraisemel!t Docket Vol., 38 Page, u•·u-29 ..... 9 ................. u No ....... 6.3.,...6.9. .... 1.3.48 Filed in Register's Office, ..... May .... l.2 ..... J9 ...... 70 Am.ount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal ft'om Appraisement, Entered and charged, '" ~ ......... .......... .. ,.. t.'Jo-., ~c.,.<.":::> I, MARGAREr JOHNS, of 807 Woodlawn Avenue, Nest Brownsville Borough, Washington County, Pennsylvania, being of sound mind and memory, do hereby make, publish and declare this to be my Last Will and Testmnent, 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. SECOND: All the rest, residue and remainder of my estate, of whatsoever type or nature, real, personal or mixed, and wheresoever situate, I givE:, devise and bequeath unto my husband, HeliTY Johns, only in the event he survives me; and in the event he predeceases me, then I direct that my estate be vested and distributed in accordance with paragraphs third and fourth of this my Last Will and 'restarnent e 'riiiHD: In the event my husband, Henry Johns, should ·predecease me then I give, devise and bequeath my house and lot, l I f ! I i. I ! ~ known as 80'7 Woodlawn ~s.venue, West Brownsville Boroug·h. V·hshitJ.otoni , 11,..A .L ·~ 0 i ~ County, Pennsylvania, to my son, Harry Johns, to be his solely and absolutely. FOUR'rH: In the event my husband, Henry Johns, shOLlld predecease ~e then I give, devi~e and bequeath all the rest, residue and remainder of my estate, subject to the specific of my real estate to HarrY Johns, as set forth in paragraph above, of whatsoever type or nature, re~l, personal or mixed, and wheresoever situate, unto the following named persons, each to take an undivided l/l2th share thereof, to be theirs solely and absolutely: ·my son, James Johns; my son, Harry Job.ns; my ''" daug}1ter, Ethel Robertson; my daughter, Thelma Shupink; my son, Robert Johns; my daughter, Laura Bevans; my daughter, l.Largie Barcus; my daughter~ Eva Zerone; my son, Varner Johns; my son, Henry Johns; my daughter, iUda Merrill; and my granddaughter, rEarcella Sargent. FIFTH: I do hereby nominate, constitute and appoint my son, Harry Johns, to be Executor· of this my Last Will and Testament. IN WITNESS \'J1Ii£RlWF, I, MARG.lU11T JOHNS, have hereunto set my hand and seal to this my Last Will and Testament, type- written on two ( 2) sheets of paper on this l4.th day of September, 1963. Signed, sealed, published and declared by the above named l.'I.argaret Johns as and for her Last ~Hill and Testarnent, in the presence of us, who have hereunto subscribed our names at her Request as witnesses thereunto in the presence of the said Testatrix and of each other. • _;.__~ _ .. ~:\oi,:., •. --~ • l ·• Form No. RCC-62 (7-69) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, J EFFECTIVE .JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) ~ OFFICE OF THE REGISTER OF WILLS County of. WASUl~G'l'.QN ............ . 807 Woodlawn Avenue .... ~"7-~.~'¥ .. ~<?!!~~ ............ · ................... of .\\!~ ::;.t •. l3.r.ow.n. sv .i.lle.,. . P.e.nn.syLv.a nia ...... . (Name) ( Addresa) being duly _____ 1?_~.9X_!! _______________________ .according to law, deposes and says that he is the __ l.nfo.r_ma< _nt_A_d ______ L ________ E----,----------------. Exec., m., egaree, tc. · . _807 Woodlawn .Avenu.e of the estate of __ MA.BJ!ARE.T_ ___ J_QllN.S ________________________ whose last res1dence was _:W_&!;t---.l:iJ:D_\Il:n.s:sz~J(sf~r-Jr'-e~n.s-yl.:va n ia W_~_!:?_h_:i,_n..g_t_Q;n ___ C_Q_un_t_y_, ___ }?g. _ _.deceased, and that the whole of the estate of said decedent, who died -~Q_y_~!R<b.0er, ___ 2_Q~--19 6 9 (CitY, Borough or Township) ate consisted of:_ : J ! /)Qf.#-1'1- 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. -Estimated Real Estate 1': ......., All that certain lot of g-rounn ro 72 ok thP nlan n-f 1 n ~ Value of the We<st Side La,_nd Company, situate i:d We~rownsville 'Rn ... nnN"h ~n ... mo ... l u k'<> ..... + D ~ l?n "On_>'"' 'T'nn•· ,J. • \. • , 9>500 00 'J ·~ ·~.1:' ' ·~~-·~••ov~ .. ~~~ .. "J' ~ Pennsylvania, and recorded in the Recorder's Office of said vvu.uo...Y, una mure p<:~.rl:;l.CU.Li::l.r.Ly aescr1oea as IOJ.J.ows: --Wffl FRONTING Fort v-t hree and three in~ he!': ( 4 ~ '_3"_)_ __nn_ __W_o_o_d_]_:::..., ~ Avenue-and running back along lot No. 71 One Hundred and F.;o-h+v-a~u~n -f~~+ ~.nil +h ... oo ;..,..,h~C. (1R'7f'Qtl'\ +n__n_,;,__.,.h_ ~ .,_,_ ---·-' thence along Park Avenue Thir-ty-eight feet (38') j thence along Let Ne. '~ ~ TT • • o 9.,. ...... ,.. u ..... lu.L·o::u a.uu l~.LUt::l-.Y-uuo:: .Lt::t::l-a.uu ~uu.r· .Lucnes (191'4") to said Woodland Avenue. BEING the same lot or parcel of ground conveyed to Henry T uVUU CLUU 1V1Q..l'I:)CL.L't;::l, tJUlUl!:;, u.L::; Y'{1Ie, oy Henry Jonns ana lVJargaret Johns, his wife, by Deed dated the 18th day of April, 1960, and recorded in the Recorder's Office of Washington County, Pennsylvania, in Deed Book 1 0Jl6.,. at page 505. The said Henr_y_ Johns pre deceased his wife, '~find the fee -:;r-~ si p e title to said premises vested jn Marga ret ,Jnhn a a a QII'I"~T;~r;nCJ' ~ _h_n_ __±_]. -"" '' ·o ".-ent iret ie s. ·' . i/ I ~ ~ Personal Property ... • //_ NONE .. '.' . , ,. -' ,.. -' ~ ,,. ·• " .. . " <1 < 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 NONE -Value ... ' - ' ' - Transfers within TWO YEARS Prior to Death ' .. .. :'·' ·-' ' ' .. 1 .. - .. -· • -.. ) - I .. 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 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 HARRY JOHNS SON YES ALL 807 Woodlawn Avenue West Brownsville Pennsvl vania - RESI;DE~"T DECEDENT · DEBTS AND DEDUCTIONS CLAIMED NOTE· List first five items in the spaces so provided observe notations thereon and instructions , , -DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ji{EGISTER ONLY Homer L. Crawford Funeral expenses paid $ $ Funeral Home 880 00 Family exemption (will not be allowed unless Russell Marino, decedent died residing with a spouse or children.) Filin~ ReQ'ister of Wills Administration Expenses • Inven ory 3 00 Patrone Ceisler& Edwards Counsel fees • 75 ool Fiduciary commission * OTHER DEBTS AND CLAIMS ( *) See Note below I Total 95( ~ 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 a~~allowed. \ :-- Subscribed and sworn to before me this .......... ~ ~ .. . .. . .. . .. . . . .. . . . .. ... .1.~1:1" .. ~e.~.n.r-.,'.111<. tf!l~""'"l)..t!rf£ .. _... .......... ·~·.... .. . . . da~ of .. ~ .... , 197.0. California, Washington Co My Commission Er..pi · s January 29, 1971 ./~~·~············· t?r iifxecutor-Administrator) . ... cg.~1 ... 'N: I?!>J . .t~ .~ .. ~~ ........... . (Street Numbe(? .. \!J01r.. ~.~~?.l.t-:1 ... U. q,;_ ............. . (City or Town dnd State) In the event that any future interest in this estate is transferred in possession 01· enjoyment to collateral heirs of 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. I i Form No. RCC-62 (7-69) Will Administration }No. · · · · · ..... Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF . . • . MA. B. OAR E.'.£ . J .Q J;I N .S. • . • • . • . . • . . . . . • • Deceased Late of W;E.W:r .. ~~9~W)'H~~J; l-J...E. l3.QB.O.UGli. County of ... ~.~~!i.l.:t:l~~ON ................ Commonwealth of Pennsylvania .., -n· REPO~ ~:tiJ;> APPDtAISAl . _ cn0~ :::r _.-"!"'l-....:._ (_r'"'l ::!:.'lla f·h ·-• 4-~'1~ ~ ~ C:l r-<: ['J ·-·~ ~ r f :_., ::..C; ~~~ _,_ C1 . C;..'"""' _;,;.,. c-. ... ~.,-~ ~, :;:;·;: ~ ~ ("') ~--:;:. . ., ::::i:; ' 0 ~-""1 ; ;:5;: ~ -or-a 'f><n-~ : CC?- ... R C C-8 I (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT HARRY JOHNS, INFORMANT IN YOUR REPLY PLEA8E Rll"'tR TO In Re: Est ate of ____ MA___;R~G_A_RE_T_J_O_HN_S ____ _ ----~W~A~S..,.H...,I~N=G....,TO¥-<N~---County -File No. 63-69-1348 Dear Sir: You are hereby notif'ied that the original appraisement in the estate of MARGARET JOHNS has been filed in the office of the Register of Wills Qf WASHINGTON County on May 12 , 1970 • Said appraisement reflects the following valuations: Real Estate ________ 5;;..0.;..0.;...;... 0.;..0..;.._ __ _ Personal Property--------- Transfers ___________ ~~~~------Total ________________ s_o_o_._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 deatn, 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. May 12, 1970 Date _________________________ _ DATE OF DEATH: Nov. 20, 1969 ESTATE INSOLVENT Note: This is not a bill. j