The URL can be used to link to this page

Home My WebLink AboutOC1969-1359 - ESTATE OF CHEROKEEFonn RCC-2 / . COMMONWEALTH OF PENNSYLVANIA DATE Dec. 16 1969 ·····························································'·············································· . . DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON BUREAU OF COUNTY COLLECTIONS COUNTY .............................................. _ .................................................... APPRAISEMENT· " FILE NO •................... §}.:.§ .. ~.:.! .. ?.?. .. ~ ............................ HARRISBURG. PENNA. 1712 7 Whereas, ........... WA.S.I.L ..... C.HERQKE.E ............................................................................... late of ............... C.EC.I.L ........................................................................... in the County of 'vASHINGTON · · · ......................................................................................................................................... Commonwealth of Pennsylvama, havmg died on 6th November the ................................................................................................ day of ............................................................................... 69 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, w. R. CHANEY appraiser duly appointed according to law, ....................................................................................................................................... , an 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 inheritance taxes at the lawful collateral rate on any such future interest. assess transfer Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ JT. HELD PERS. : JT. BANK ACCT. #22352 held in the PITTSBURGH NATIONAL BANK McDOt\ALD OFFICE McDONALD PA. in the names of ROBERT CHEROKEE or 1.VASII CHEROKEE Ommen 8-7-61. Balance as of date of death, $2,391.55. One-half taxable 1,195 78 Gross Value $1,195.78 D & D 1,828.40 Clear Value NIL ESTATE INSOLVENT Having been duly swoq_~'tc.Rrding to law, I do hereby certify that the above appraisement is made in con- formity with law on this ............................................................... day of .......................... P..~.C.J:').mb5;.(r.;:eZ··········································· 19.P.Q ... ··································································-~~-············ Appraiser ············································· ··········· ······<ie~~b~~···~d···si~~~·i·;····· ·· ··· ················ ································· ··············································WASHI±'WlO~~~·i············································• Penna. 1vASHINGTON ............••.............................. .. County ESTATE INSOLVENT RESIDENT INHERITANCE TAX APPRAISEMENT Estate of W A.SIL ..... C.HE.ROK.E..E ........................... . Deceased. Late of CbCIL Date of Death, ..................... N.o.v. .•.... 6., ..... 1.9.6.9 ......... . Appraisemel!t Docket Vol., ................. J.f? ........................... . Page, -:J..C!..~./e ....................... No. . ....... 6-3---69-1-36·9 ~ Filed in Register's Office, ..... P..~~--~ ...... .1.§. ... 19 .... §.9 Amount of tax due, $ ................................................................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, ! ~ ' , RCC•39 (li-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of CHEROKEE, WASIL DATE OF DEATH_l_l_-_6-_6_9_FILE NO. 63-69-1359 (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 i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: ____ 03=----=243_-7.;-0:------ 11-06-69 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", which eat r or lesser amount represents the sum allowed as a deduction. ~bk ,J ~..#.,.... Dated: 03-23-70 U/ VV"VV(./ INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ $ $ __________ ~--- -------------~L---- Joint-Held Property (Schedule E) .L,l'J) T5 TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) 1,195 73 1.828 40 CLEAR VALUE OF ESTATE _____ .....~:E::.s:::..t:::.:a~t e Insolvent Valuation of life estates or annuities . o • .. • • • • • • .. • • • • • • • • $------+--- ESTATE TAX ASSESSMENTS $ ________ ....____ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ $ ---------+--- Tax on $ ----------1----l.... 6 $ ___________ -4---- Tax on$ 5% $ ___________ -4---- TUM$ lK $ ___________ -4---- Tax on$ 15% $ ____________ -4---- ~~ptiMS * Total Estate _______ ~-- TOTAL TAX $-----------L---- 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 $-------'-- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE DUE Add interest at rate of 6% from $ ________ .....! __ _ --------~10------$------+--- TOTAL TAX BALANCE $------1--- PAID $ ---------1--- 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 WASIL CHEROKEE Deceased Late of. CECIL County of 1rJASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ------------- '• '. ~ Fonn RCC-2 . COMMONWEALTH OF PENNSYLVANIA DATE ·········· ...... Nar.cb. ... 23., .... +979. ...... ~ • 4 DEPARTMENT OF REVENUE .. RESIDENT INHERITANCE TAX ' COUNTY ............ Wa.i?.hmgt..9.11 ............ BUREAU OF COUNTY COLLECTIONS ..... ............ HARRISBURG, PENNA. 1712 7 APPRAISEMENT FILE NO. . ................ ??..:.??.:.~?..~.?. ......... .................... Whereas, .................................. W~&;1J. .... G.l:!.~I.:.9.~~.~ .................................................................. late of ¢'ecil ······································································· ............................ in the County of .... ............... .......... 'l!"i.a.Q.hington ................................................................ Commonwealth of Pennsylvania, having died on the ................................ 6 .... th ................................................. day of ............................... N9Y~.I¢..~.r.: .................. 19 .. ?..9. .. , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......................... W ... R. •.... C.han.ey .................................................................... , 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 Purposes $ JT. HELD: - 1/2 interest in Savings Account in the Pittsburgh ··- National Bank, lvtcDonald Office, IvlcDonald, Pennsy 1 v ania. In the names of \'Jasil Cherokee or Robert Cherokee. Opened.-8-7-61. 1,.195 73 Total L125 73 ESTATE INSOLVENT 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 .. . . . . . . . . . . . . . . . . . . . . ................ ....... .. ............. . ................. .......... .. ......... . ................... .......... .......... ( N'umber and Street) .......... .................... .......... . . . . . . . . . . . . ......... . .......................... ....................... .. .... , Penna . (Post Office) WASHJ..NQTq.L .. County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..... H.OI?~wr .. c.J:I:rw.p~}!;··· Deceased. Late of .,CECIL ...................................................................... . Date of Death, ..... NoY~.mP.E:l:J::' .... 9., ... .:L..9f:>.9 ................. .. Appraisemel!t Docket Vol., ............... .3.8. ............................. . Page, .. 3..9~.9. ................ No .. ??..~.?..9~.1.:?..5..9. ........... . Filed in Register's Office, .1:1a.r..ch. ... 23., ......... 19 ... 7.0. Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal ft'Om Appraisement, Entered and clwrged, • , Form~o. RCC-62 (7-69) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701.0F ACT OF JUNE 16, 1961, j EFf~C1IVE JANUARY 1, 1962. (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) .. ./ OFFICE OF· THE REGIST_ER OF WILLS · ~ County of .. WC! ~P.~~g.t;crn .......... . . . . . . . . . . . ?~~~.:t:~. ~~~;t::C?~~.~· ................... of .~'?~. }?., .. ~.~~~.~2. ?.~~P:~YJ'!~P.i.~ .......... . (Name) (AddreBS) being duly ----------~~~!'-~ __________________ .according to law, deposes and says that he is the __________ JJ::>JQ_tiD_~_n_t ____ . _____________________ _ 1 . . (Exec., Adm., Legatee, Etc.) of the estate of ____ W_l!~JJLCh_?.J;:Qkg_~---------------------whose l~st residence was ·-~-<?.~ __ }§_, ____ Q.§~Jlc ______ l ______________________ _ · (No.) Street ~~~-~J._, ___ _g_~~-:!J ___ 'KwP._~-'---~-?.._ecleceased, and that the whole of the estate of said decedent, who died ___ N_Q:y_. ___ c{. ___ l9_6_9 (Cicy, Borough or Township) (Date) consisted of: REAL PROPERTY y \ 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 None Personal Property 1/2 Interest I Estimated Value 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 registere9:. Jointly Held Property Estima.~d, Value '· 1/2 Interest Pittsburgh National Bank rt,r-' ~ Robert Cherokee 195.73 1~ -----------------------------------------------------------------------------------------~------------- Transfers within TWO YEARS Prior to Death None That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly wit~, 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF iBHX BENEFICIARIES BENEFICIARIES :AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF forth this fact.) DECEDENT Robert Cherokee Son Yes __]3px 36 .. Cecil, Penna • 15321 . - ,. ' RELATIONSHIP OF JOINT HOLDERS TO DECEDENT INTEREST OF BENEFICIARY IN ESTATE 1/2 , RESJ.DENT DECEDENT DEBTS AND DEDUCTIONS CLAIME~ , NOTE· List first five items in the spaces so provided observe notations thereon and instructions ' ' DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ll-~-t>':J fKEGISTER ONLY Coleman Funeral Home Funeral expenses paid $ 1818 ~0 $ Father Rudolph 10. po Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * I Fiduciary commission * I OTHER DEBTS AND CLAIMS (*) See Note below . I Total $1828 e I ~a 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. Subscribed and sworn to before me this ..................... . . . . . . . . . ;-~. :·l{~t!. ~-d:Jfr .. //«h.~ .. , 19bJ '--/}~'}_·· -~ · :.. ~ /J MYRA J. HARSH I ./. .-r: . . . . . : . . ~ ... ~ ...... NbtaTY 'PubliCI Weshi~gton. Washington eo. . , --< ,-My Commission Expues March 12, 1973 --~~w..~_.k ....... ~·········· (Exec11tor Afi1ninist1Utor 1J v ~ • ........... ~ .. ~.t;, .. ,.~ ..................... . (Street Number) ....... ~,; (!£;;;~ ~~dSi~i,) ........... · . . -- .. ~~~i-~~.~~~~ .~3.~::/.~.n.gd:: ~:~· .. ~. ~~~~ -~~~ -~~~~~ -~~~:·~:~e-~~n:9i.s ~de in conformity with law on this .. --v~L .... ~······· ........... 2-....~Y.re ..... . VA-P-P~~iser In the event that any futut e intet est m this estate IS transfe11 ed in possessiOn 01 enjoyment to coli 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 collatel·al rate on any such future interest. ..... , Form No. RCC-62 (7-69) x~ilhc l ~iHJ!tmU&Rt SN o ........... Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ... WAS.S I L .. Cf!ERO.I<EE .............. . Deceased Late of .. 9~.C::~~-'-. ~-~~il Township .................. County of .... 'W?.~l:t;lpgton ................. Commonwealth of PennsylvaRia 41 -..J CJ -~ ~ :::0 _,., r--..w. 2 c: rn . t REPO~ Th~ APPR'AI~~ :;;1!-!rn G") rn ;----en a -t ;o ~-~ 0 .. 0 --"""" z ""ti ~.. ::::t ),..) .. Otif:::O 0--: I :Z: -oro J;»(f) ...r::: c:::> co GREENLEE& ~3~~N, DERRICO Patrick C. Derrj co_ .E~n _ I ( , c , .' ~ .. \ . ' ' · ..... \.. ,,' I ' r!, \• •'' "'~ 1 t 1 t I\ ~.,,.,,,,,,ff•l' J ' • '. R C C·SI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ROBERT CHEROKEE Informant IN YOUR RIPLY PLIAell: REI'I:R TO 38_30-6 In Re: Est ate of ____ ---lWi!:.A.::::S:,:I;:::L_C~HE~·:.:.·R::.::O:.::KEE;::;:.:::."------ _______ W...;.AS_HI_N_G_TO_N ___ County _ File No. 63-69-13 59 Dear Hr. Cherokee: You are hereby notified that the original ~ppraisement in the estate of Wasil Chero~ee has been filed in the office of the Register of Wills qf Washingtcn County on March 23 , 19~. Said appraisement reflects the following valuations: Real Estate---'----------- Jt. Held ~ ... _ ___,l:::J,~l""9.::.:5 .:..J.?"'-3 __ _ Transfers _________________ __ Total ___________ ~J~,.l9~5~.~7~3~---- 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 ____ ~~.::::1ar~c~h~2~3~·~1~97~0~--- DATE OF DEATH: November 6, 1969 ESTATE INSOLVENT Note: This is not a bill. J