HomeMy WebLinkAboutOC1969-1388 - ESTATE OF BLOOM~"lCC-3;j (~681 -"--.:-..-."
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COMMCNW:ALTH (·F PENN~LVANIA
TRANSFE~It-IHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate 01 BLoor-:,
(Last Name)
AGNES
(First Name)
s.
(Initial)
DATE OF DEATH 7-18-69 FILE NO.63-69-1;88
REPORT OF INHERITANCE TAX APPRAISER
r.tte mdecsigned duly appointed Inheritance Tax Appraiser in and for the Count)'of Washington
Penns~lvanil:,do respecCully report that I have appraised the real and personal propert:J as reported in the foregoing return at
the valJeE set forth oppofite each item in the last column to the right in Schedules "A',"B", "C",and "E".
12-3o-6S'
07-18-6~
REPORT OF THE REGISTER OF WILLS
I the oodersigned culy elected Register of Wills in and for Washington County,Pennsylvania,do respect-
fully repOlrt tEat Ihave aEowed deductions in the amounts claimed by deponent,except;.s to those items where a greater or
lesser ~moun:is set forth;in the last column to the right in Schedule "F",w .eate:or lesser amount represents the sum
allowec:af a dedu-ction.
Dated:__-=l~2~-3~O---,,-6~9 _
VALUE AS REAPPRAISED
$-------+--
L..S SO (00-
4.550 00
S1,.~6 EO
InsolventEstate
VALUE AS REPORTED VALUE AS APPRAISED
$$
INVKIIJTORY
Real PlOpert~(Scledule ft.)
Personlll Property (Schedl!:le B)
Transfers ~SC:'tedu!e C)
Joint-Held P':'operty (Sche.dule E)
TOTAL mtoS~·ASSETS
Less D~bt3 a;\d Deductior.s
(SCHEDULE F)
CLEAR VALUE OF ESTPi TE
Valuation of fife estates or
FOR USE OF REGISTER ONLY
Tax on $+-_
Tax on ~+-_-(
Tax on ~---------+---Tax on ~+-__
Tax on ~+-__
Exemption~.========::t===Total Eota:e ~-_
TOTAL TAX
2%
6 0
o
10%
15%
II<
COMPUTATION OF TAX
$-------l---
$---'-------+---
$-------"'""""""--
$-------'--4---
$-------4---
$--------'---
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less:ta::.previously [paid
B!\LANCiE
Less 5~·of ta::.if ,aid witllin
3 month:::after dea:h :::::::::::t===
BALANCE OF INEERITMlCE TAX DUE $t=
Add intmeEt at rat~of 6%."rom_____.to $----l
AMOUNT OF ESTATE TA:1i(ASSESSED $--------<L--
Estate UX Jad $L-
BALANO:::E DUE $----JL-
Add interest a:rate of 6%from
------lto----$----~t=TOTAL TAX BALANCE $-------1'
PAID $-1
FOR US:~C'F~EGlSTER ONLY ADJUSTMENTS
NOTE:Wh~re sub::equent:ldjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same :.hou.d be no~ed below,wi th short explanation.
Will
Administration !No · .
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
......fl.GWES ..$~...aLOOM
Deceased
Late of .....,.......s..~...s..T.Fl:1I.:E311.I':J.E.TVvT •
\
County of .,~TASHINGTON................................
'Commonwealth of Pennsy.lvania
REPORT AND APPRAiSAL
~
t
,..
i·
,,;;#
7'DEPAR'nlENT OF REVENUE
lJaUREAU OF COUNTY COLLECTIONS
HA£RISB1JRG.PENNA.17 727
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE P..~.C.§!)p..~.r.J.QJ.+..9.9..~: .
COUNTY :v.l.~.~.~.~~.~.~~.
FILE NO..9..?::9..9.::::.+.?.?..?..
Whereas,A.KP.:~.~?.~~~.9.9.~:late of $.~$t.r.g,,9..@.~r..WP.!.
in t:1e County of Wa.s.hi.ng.tQn :Commonwealth of Pennsylvania,having died on
the J.~~.h day of ~.~y.19 ~.~,seized and possessed of an estate
sub:ect to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Ther~fore,I,J(,Jj:.,C.han.~,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of be said estate,and to assess and fix
the ~ash walue of all annuities and life estates growing out of said estate,heJeby file the following appraisement:
In thE event that Q.."lY future Interest In this estate Is transferred In possession or enjoyment to collateral heirs of the decedent after
the e,cplratl'ln of any estLte for life or for years,the Commonwealth hereby expressly reservE.S the right to appraise and assess transfer
Inher.tance t.axes at the kwful collateral rate on any such future Interest.
Unit AppraisementDescriptionofAlletValuesMadaforInherlta~e
Tax Purpoles
$
JT.HELJ:
Ur:divided 1/2 into (joint tenancy with right of
scrvivorship,with Edward E.McGinnis and Lucelle
M..McGinnis-,son-in-law and daughter)in house and
let in S.s.t.rabane Twp.,Washington County,
known as house No.2052 E.Maiden St.(See Deed
Book 1177.pa,ge 689)4,500.00
1963 Plymouth 4-door sedan Jt.held with Lucille 50.'00
M.HcGinnis.,daughter)Mm~
4,550.00 4,550 PO
..
. .
:.,
'-,.
Total 4,550 00
Estate Insolvent
form~;v~~bl:~::~~WC:~~~~~~:;o~e:~~;;;r;~:~eab~VappraiS~~e~~iS?~~t,!"
.•.Appraiser d'''-
............................................................
...jut :..~·::;·::z~~t.),Penna.
·WA9.F.i.:I:Nq'rQN .
~!.
COlfnty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
....AG:N:E.:??...~~.Q.ot1 .
Deceased.
Late of
S.STRABANE TWP.
Datc of Dcath,~.~.y.:t..?,L..:I:-.9.§.9.,
Appraise/nel!t Docket Vol.,.J..~.
Page,.~..?..:=£N o 9.J.:::.9..9~;:L.3..$$..
Filed in Register's 0 ffice,J:).~~.~Jll.~.~~....?.9...19.~9....
Amount of tax due $. I ..•..••••••••••.••..•;•••..••••••••....•.•.•••.••••••••.••..•••••••••
DEPARIMENT OF REVENUE
Received,
Ex-a.mined and Approved,.
Wr~te abo,u{Appraisement,
Appeal f,.om Appraisement,.
Entered and charged,.
\:
"
,..
i'
;"
.R:C:'.03 (2-64)."~.'.~','.••,.,,_'.,
C"JM~;ONWEALTH OF PENNSYLVANIA
DEPARTME"!T OF 'REVENUE_
BIJREAU OF COUNTY COLLECTIONS
TlANSFE:R INHERITAI'r-E TAX DIVISION
INHERITANCE TAX RETU~N
FOR INSOLVENT ESTATES ONLY
OF RESIDENT DECEDENTS COUNTY OF__W_A_S_H_IN_G_T_O_N__
J
Thi~re'urr must be cam:>leted In detail and flied In duplicate,with the Register af Wills In t;'e County where the decedent resided within one
year affer date of death,unless on extension Is granted by the Secretory of Revenue.
iilC 2052 E.Maiden Street,
~.No.1q'__I,_--",L=-,=U::...::C~E~L~L:!::E~M~.~M~c~G~I~NN~I~S~__of Washington,Pa.(Name)(Address)
Misc.
beillg dull'sworn accc:rding to law,deposes and says that~e is the .::I:.::.;n:.::f:..:o::..:r::,:TIl=a:..:.n:..:t=:-----:---:-_
(E:ec..Adm.,Legatee'tetc.)
of tbe est:Jte of __--=.:A:.::G:..::N.:.::E=.::S:..........:S=--=-._B=L=O-=O.:..:M=---Iate Qf South S tra bane ownship
(Ciity,Borough,or Township)
dec~aSoed.and that the-whole of the estafe of sQid decedent,who died on __~JC..!:U~l!O'·1_{----:!:1~8:=-,'":-:..:!:1~9C..!:6!....9L----------(Date)
coniis"ed of the assets listed below and that allowable debts and deductions exceeoed the fair ma~ket value of the assets anti
no Pert....sylvania Transfer Inheritance Tax is due.
SwO'!"n ~!lci subscri1N!d ~efore me .
the 16th d f-"'ec 1969Yflaayo.~~~.~~A:,~~
l /1 l.~'J L.Cl l.'f .L UU l..L.~
~d.22?2L~~ormant
(Signature)(Title)
•••J,':"'~.l/'TYte d A.s~e.....,Reel Est=e;Pers.PrOller'y,":<ointlyHeldProp-or.rro Dsf..rs
..../...
ASSETS
(Attoch additionol sheets if necessary)
Description of Asset
.Estimated
Market
Value
DeportmentValuation
CAU'T10N(Do not writ...in this space)
Jointly Held
Jointl~Held
TItlmdivided 1/2 into (joint tenancy with
r:.ght of survivorship,with Edward E.Mc-
G:.nnis and Lucelle M.McGinnis,son-in-law
and daughter)in house and lot in S.Strabcae
Twp.,Washington County,Pa.,known as r.ou~e
number 2052 E.Maiden Street.(See Deed t~J
Book 1177,page 689)$4,500.00 ~
19
h
63 Plymloluth
M
'4-dO
G
·~r ~edand (jhOint)lY held 50 00 .~J.
wit Luce e •Mc 1nn1s,aug ter •~~
TOTAL:;4,550.00
Amount ApproY,ee
by Register
DEBTS AND DEDUCTIONS
Nature of Claim
Datet'.:
,REPORT OF INHERITANCE TAX APPRAISER
I,the-un:lersigned duly JppointeCllnheritcince Tax Appraiser in and for the above Courrty do respectfully report that I have
appraised th real and F'ersonal property as reported in the foregoing sche u at the \oCIlues t forth opposite each item in
the last:mn to the r"ht.<:..,_~n-t
Ne me of Payee
Piatt Fur:e'ral Home
Ambulance Service
-Dr.G.E.Hes s
Dr.M.E.F.uben
Ellen Kre.prs
Rev.S.E.Darr
First Fed ~&L of Wash
Lucelle M.:McGinnis
Alexander ~cIlvaine
Dr.R.K.'Harkcom
Russell Marino,Reg.
Funeral expenses
Ambulance
Doctor bill
Doctor bill
Hairdresser services
Funeral service
~bal.due on mortgage
Family Exemption (daughter of
decedent -members of same
household)
Attorney's fee
Doctor bill
Filing Inh.Tax Return for
Insolvent Estat,e
$1,050.30
20.00
20.00
5.00
15.00
50.00
3,120.26
1,000.00.
35.00
118.24
3.00
TOTALS 5,43.6.80
REPORT OF THE REGISTER OF WILLS
I,the un.geriigned duly -elected Register of Wills in and for the above County,do respe-c:tfully report that I have allowed
deduc:tio.s n the amounts set forth in the above schedule as claimed,except where I "ave set forth a greater or lesser amount
I.'h.la",al,m.~eate,a'Ie".,ama,.',ep,e,e."~'a ~'t;a..,.
Date .f .pproval:.-And :3 ()!(("1 /'??~::a,Register of Wills
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COMMONWEALTH OF PENNSYLVANIA·
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
......
IN YOUR REPLY PLEA8E
REnR TO
J
LUCELLE H.McGINNIS Informant.
In Re:Estate of .;...A:..:.G.=.NE;,;;"':;;S=......;S:...::.~BL=..:OO=l-1=___
_____..;.W;.;;.AS::::..:;H;;:I:.:.;N:.;:;G;;:TO.=.N::.:.-County -F'iIe No.63-69-1388
You are hereby notified that the original
:apI'raisement in the estate of Agnes S.Bloom
:ias b~en fi led in the office of the Register of Wills qf WashingtonI:Ount~on December 30 ';.19 69.Said appraisement reflects·the
ro:l~ing vcluatians:
Real Estate _--'-....,..._,.,.."......,...,,....-_
Jt.HEld ~~~__,;;;:;,4L.:.,5::.:::5;.;;.0.;.,.0;:..:0=---__
Transfers ....,...__
Total ---,--'4::1:"...5"-5L.:0::<.l.O'::O~0~_
As to s~ch ~ax that is paid within three months-from date of
jeath,a fi....e (5%)percent discount is allowable.As to:my tax that
rena~s unpaid after one year from date of death,interes~at the rate
~f six (6%)perce~t per annum is charged.
Any party in interest who is aggrieved by an ap?raisement may
ap?ea:therefrom es provided by law.
Title W.R.CHANEY
Dat.e __;...D=-e=-c::.em=ib:....:e:..:I:......::::3-=0.L,_1~96=-9:..--_
DArE OF DEP:rH:J1lly 18,1969
Mote This is not a bill.
SignedM~~::....-..~---",=~~~-Z.P~=~tf<
RAISER
ESTATE INSOLVENT