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HomeMy WebLinkAboutOC1970-0003 - ESTATE OF GUIDORCC-39 (5-68) COMMONWEALTH OF PENNSYLVoANIA _~ TRANSFER INHER!TANCE TAX RESIDENT DECEDENT SUMMARY Estate of GUIDO, (Last Name) ANNA (First Name)'(Initial) DATE OF DEATH 12-14-69 FILE NO.63-70-3 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","8","C",and "E". INHERITANC T X APPRAISER 03-11-70 12-14-69 Dated:___--'::-<...--=:"---J'-=-_ 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 greater or lesser amount represents the sum allowed",a dedoclion..~~'M _~_'" Dated:03-11-70 ~/ft'~ REGISTER OF WILLS 437 00 2,563 00 3,000 00 $1.000 JO 3.000 00 2.563 00 437 00 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $3.000 ,00 $+-_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 Fl CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $----------l--~o/c Tax on $1.J.j7)0 6%0' Tax on $------_---+-- Tax on $10% nxoo$1~ .Exemptions * Total Estate -I-__ TOTAL TAX COMPUTATION OF TAX $--------.,,...,....+-=-=-$-=2=+-:62::,:2=___ $--------1-- $-------4--- $--------1-- $----'L.-._ (*)As evidenced by Charitable Exemption Certificates issu.(;:d by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::~t== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $---.J AMOUNT OF ESTATE TAX ASSESSED $-----~L- Estate tax paid $---JL- BALANCE DUE $----Jl- Add interest at rate of 6%from ------Ito-----$-------I~ TOTAL TAX BALANCE $------j, 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 propeneason, same should be noted below,with short explanation. Will Administration !No . IN THE .Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF ANNA GUIDO ................... . Deceased Late of ·lr.JASHINGTON....................................,. County of W.J\~I:I:ING.'I'QN . Comm9nwealth of Pennsylvania REPORT AND APPRAISAL , I" Fonn RCC-2 .'DEPARTMENT OF REVENUE..... BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127'." COMMONWEALTH OF PENNSYLVANIA..,RESIDENT INHERITANCE TAX APPRAISEMENT DATE }~P.~~~!.L..~.?.79... •··~COUNTY W?-.:?,h.~.~g~g~. FILE NO 9.3..=.7..9.:::.'?.. Whereas,.Anna Quido late of J'lg.;?lP.,n.gt.Qn . in the County of Jig.~hingt.on Commonwealth of Pennsylvania,having died on the +4.~.h :day of p..~.~E3,mp..~;r.19 9.9...,seized and possessed of an estate subject to Inheritanc~Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,_w.~.R G.han.ey ,an appraiser duly appointed according to law, having been designa:;ed 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 al1Y future interest in this estate is transferred in possession 01'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. REALTY: Description of Asset Four-room house and lot situate in the Fifth 'lrfard of the City of Washington,Vvashington County, Pennsylva:1ia,andknown as Lot No.201 in the Clerk and Camob311 Land Comoanv Plan No.8.and as more fully des~ribed in Deed Book 566.oage 597. Unit Values $ Apprei,ement Made for Inheritance Tax Purposes i 000 00 I +-__-ilt-+-_~ ,.I .. Total 3.000 00 I form~;v;;:fhbl=~~~h:.w"'""~~~~~:.~a~o~e~~~~~ea~ve..~~ra~":=e~7::~~ ~pral..r ...............................................~..................p~dl-''~:;:;').Penna. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ............ANN.1.i QlJ.J.P.9.jj~~.~~;~i Late of WASHINGTON Date of Death,.P.~9..~m9.~.r.J4.L.J.9q.9 . Appraisement Docket Vol.,.3.8 . Page,3.5~7.N o 63~7.9::-3 . Filed in Register's Office,..~..G.b..l.l."..19 7'O Am,aunt of tax due,$: DEPARTMENT OF REVENUE Received, Exa.mined and Approved,. Wrote abo.ut Appraisement, Appeal f"om Appraisement,. Entered and charged,. " t' n• , .' '- 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,JEFFECTIVEJANUARY1,196Z.(FILE IN DUPUCATE WITH COPY OF WIll ATTACHED) "0•• OFFICE OF THE REGISTER OF WILLS County of "!~\.~~~NGrqt;1 . ...~~~.~~.~~E;l?~,' ,of ~~.~.~~~.e.~~~.~.~.~~~.~~.'..V!~~.~~~g~~.~~..~~., (Name)(Addresa) being duly ~§.W_Q.t:n .according to law,depo~es and says thatSle is the J~;,~?;~~P:~. . _ .,(Exec"Adm"Legatee,Etc.) of the estate oL .~NJM__G..1JIP_9 . . ...whose l~st residence was~.9J_~,~:ea,m__S_tr_~~_t_(--- .(No,)StlUt} ~?-_~_hi:.~g~_Q~_,J;>_?-_!..deceased,and that the whole of the estate of said decedent,who died __~~~_~~~~_;:__J4_2_1969, (CitY,Borough or Tc,wnship)(Date) consisted of: 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, Real Estate FOUR-room house and lot situate in the Fifth Ward of the City of Washington,Washington County,Pennsylvania,and known as Lot No.301 in the Clark &Campbell Land Company Plan No.8, and as more fully described in Deed;Book 566,Page 597,and being further known as 301 Elm Street,Washington,Pennsylvania Estimated Value 3,000.00 Personal Property NONE '.',',:'r.. :; 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 instifution 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 NONE ,:...t .-' Estimated Value 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 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 Mary G.Kennedy Daughter yes Entire Estate 826 Summer lea Avenue .Wa shington ,Pa.15301 - - r RESWENT DECE;DENT DEBTS AND DEDUCTIONS CLAIMED NOTE:~I.;ist-fii'!;tfive items in the spaces so provided,observe notations thereon,and instructions Funeral expenses paidNealFuneralHome DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN,-----=.:.==-=----=:...:..:...--=-==::.::..--,--,-.-::,c-.---.---------=-~:...=....::..:.=....--=-=.---=-==----------r-....::..::..::=-=-=-=--=r------tnI.KEG ISTER 0 NLY $1 297 00 $ Marv G.Kennedv.daughter,Family exemption (will not be allowed unless with whom decedent residea decedent died residing with a spouse or children.) I 1.000 00 Administration Expenses * Greenlee.Richman.Derric DCounsel fees * &Posa 75 001 Fiduciary commission * OTHER DEBTS ANI'CLAIMS (*)See Note below -Russell Marino,Register PO ;6f Wills Probate vi.i11 12,I I , 1 Russell Marino,Register •j,. of Wills File Invento~y 3 00 I' II Kraja~ic Dec,edent!·s .bill for roof 1.8,teve.repairs ..100 00,..1.1Ambulance&Chair Service Ambulance.I 20 00...I' Dr.McGinnis Medical Services 16 00 , i Dr.Harkc·em Medical Services 6 00 '~~,,.. 34 00 "Washington Hospital Hospital Bill : Total 2,563 PO .w.~~.~~~g~.C?~,..~~~~.~y1-y~~~~.J.~~.9;I;. (City or Town and State) ~!~~ .8.26.Summer1.ea .Av.enue . (Street Number) Note:The estate agrees to ::.dvise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater 01'less than the estimated amount claimed and allowed... In the event that any fut'JI'e interest in this estate is transfelTed in possession 01'enjoyment to coliat heirs of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collatei:al rate on any such future interest. SUbs~'~beda~~s/o{n'.~:Ib~fOreme this ?. ·~···d;·/~-~~..~'L.~70......-----.......""::. ,..".''..' .'.'..,-:,d.iY of a ...,19 .~,.,~-,':f~-.......';::•.............':.::;:,Nota;r .bli -W§;s!J.ington,W shing nCo.,Pa. My CoimnissiontExp'ires:;;..3 I,the undersigned duly el~cted Register of Wills in and fo ...County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the am nts claimed by depo e t,except as to those items where a greater or lesser amount is set forth in the last columll to the right in said schedule above,which greater or:esser amouny,resents the sum~edas a deduction.Dated:~euJ../t../j>~,~,,.I.~f ~. /Regi~of Wills" Form No.RCC-62 (7-69) ;Will 1 j , . Administration SNo Year .7tJ. f IN THE I-t ~~-'>l \ ". ,f MATTER OF··THE APPRAISEMENT OF THE ESTATE OF '.!.:,;_"<i \:'<',..'1 ....~ .;'/'..,,/".'<"'::~'.~...rt.t ~·.ff_"•••~•••'..~"....'I'1\"".,,'\<,__.\~_t:..'.H/Ht~d'". : ANNA GUIDO Dp'c,f>.:l!'led Late of .G~.~Y..~~.W~~h~~gt;9!1.. County of ....W.C!f?~~ngton.................... Commonwealth of Pennsylvania C...J r~~~~! ... :..v -"0 REPORT.:AND APPRAlSL\4n! ~--.l a • ..~::0 c:.').i>rr1 ::.u -~- c.r>G'":>C ::Jl:,=~ '::I::-en :z;:-:-o i -(f)0')= Z -!rn C)l"lCl :-: -l ~7.1 ' 0 0=<:::..,.,.;:,... .~ -..J:.-~-_......."~,-~~b ~.~........~--r-z-u'r:-0 I"'Vl>c.r> c:;::) RICHMAN,DERRICO &POSAGREENLEE, ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON.PENNA. ..,,--.. RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT HARY G.KENNEDY (Executor~~~ IN YOUR REPLY PLEASE REFER TO 38-35-7 .. ) In Re:Estate of ---.;.._A...;,.NN..:.:.-A--::...GU...;...--:ID.:....O.:....-_ ______..:.:W.:.::AS=.;HI=lI"-"IG:.,:-T:.=O.:.;,N County'-File No.63-70-3 Dear ~-1rs..Kennedy: You are hereby notified that the original appraisem~ntin the estate of Anna Guido. has been filed in the office of the Register of Wills qf Washiwton County on lI:1arch 11 ,19~.Said appraisement reflects'the 'following valuations:. Real Estate _--=-3::..l.t...:0~OO;.:..::•..::O:..;:O~_ Personal Property __ Transfers -=--==-=--=,...--.......; Total ----"""3:..;z•..:O:..;: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 ta~that remains unpaid after one year from date of death,interest at.the"rate of six (e~)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e ...:.M""ari::....::<c~h-'1=.:1:=.;,'--"1~9'"""7-=0 _ .• DATE OF DEATH:Dedember 14,1969 Note:This is not a bill.