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Home My WebLink AboutOC1970-0013 - ESTATE OF POWELLForm RCC-2 J -COMMONWEALTH OF PENNSYLVANIA DATE Jan.7 1970..................................................,......................................................... D,EPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTONCOUNTYiBUREAUOFCOUNTYCOLLECTIONS...~~«'•..............................................._................................................... HARRISBURG.PENNA.17127 APPRAISEMEf\tr '. FILE NO•............6.3.."".7.0."".13......................................,....... Whereas.ELIZABETH U.POWELL COAL CENTER...............................................................................................................................:......................late of ............................................................................................................... in the County of ...........................y~.~.~~.~g.!.g.~.................................................................Commonwealth of Pennsylvania.having died on the ...................................2.nd.................................................day of .................N.Q.Y.e..mb..e..r.............................19...6..9...•seized and possesse<J of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I........J.Y...•......R..•......c..HA.l':{~.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 aftertheexpirationofanyestateforlifeorforyears,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit Appraisement Delcrlptlon of Allet Values Made for Inheritance Tax Purpoles $ JT.HELD PERS... (,'1 r,..,'1 Jt.Savings Accts.#4698 and 5884 held in t e PITTSBURGH NATIONAL BANK,CALIFORNIA OFFICE,CALIFOR InA,PA ln the names of ELIZABETH POWELL or CLARENCE POWELL,R. Opened (1)3-6-45 and (2)1-16-52.Balance as of da ,e of death (1)$493.98 and (2)567.24 Total $1,061.~2 One-half taxable 530 61 ".I,....'.,. ~ l :i. -.'., .., ". '. .., Having been duly sworn according to law.I do hereby certifa.at the above appraisement is made it!c<?g- formity with law on this ...................Z~...............day of .....................................~...........~~P;.;I ......................................19..~...... 0......•..............,............................................................................p .................................. Appraiser ··········································~.l....········..................................................................................................(!lumbzd Street)L .~~D P.....................................~...................-.......,.......................................enna. .(PCIt oftlr . ..vASHINGTQ.N.:COU11ty............................................................................ RESIDENT INHERU'ANCE TAX APPRAiSEMENT Estate of ELIZABETH U.POWELL aka etc ............................................................................................. Deceased. Late of . COAL CENTER .., j 1t( 1969 .November 2 No............................................. Date of Death, Appraisemel!t Docket Vol.38,. 63-70-13.Page, 'Piled ill Register's Office,l...=z....19Zd Anwunt of tax due,$. !" DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f1'01tl Appraisement,.. Entered and charged,..., RCC-4 (8·68)..COMMONWEALTH OF PENNSYLVANIA \Ji .:DEPARTMENT OF REVENUE _1* NQ.A08531 3OFFICIA~RECEIPT •PENNSYLVANIA INHERITANCE [AND ESTATE TAX " 11l1=========~=============~================~.1I...--..-......_..- $,----------! $ $ $ 31.84$ $1.59 $Jt.8ank Acct-.------1';;1 530.61 31.84$-------$-------111 2%Tax on ta _ %Tax on $_ Estate Tax,Act of May 7,1927 15%Tax on $_ TOTAL TAX CREDIT Less five percentum at tax if paid within three months after 'date of death Plus interest at the role of __%from _ 15 23 6%Tax on !'~. " '1' :f~'"'),• ...,."i.'.~+ .. "~~:.'lJrn~[p.~~(Qrgir~',S,E~1:./TOTAL AMOUNT PAID i $,==3=O.=2=5==~ .\'F ..../,Q 1 NOTE:This Triplicate Recei~t to b~!eta;,~d lar,audit:purpas38...J ~-/~'I I ~'1y1 .. .."~+..'t ;t \~1~.,;r/".-1 r,r",//W ....~f! .'.•/'Recel ved by -;;-..".....:::::::::.'-7-----;;:::-----:--.----:-----:------lifiFJ NOTE:In accepting the transler imeritance tax';;';;future estates,prior to the death of the life'-,~(Signature)Ul-:.j), tenant or tenant for years,as evidenced :Jy this receipt,it is understood that the Commonwealth sholl.,V:,.<,li 10!J'(~ not be precluded or prevented from heoeafter assessing additional inheritance tax at the death of the '-~\--_ 'ife tenant or tenant;far years wheneve'it appears that such additional tax may be legally due and'--=-"--f.....--'"..",-----::(T=-j-+.-:')-------,---,,-·IU :allectible for any reason whatsoever.' Jpua,ry .,J 1970 Date of Payment --------------------1 ELlZAlntTH U.POWELL Nome of D~cedent -----------------1 Remarks: WASBINGT~•. County ---------------'..::-.,..---------1 representing Pennsylvania Inheritance or ctlUNCI 'O~IJ,Jlt.Estate Tax due from the following estate:,From:_.:::....==:..::..:.::::..:....::....::::.---=......:...:::.:...::::.=::=--.:.....:...:....:.........-~I R.D.,1Address -j ,COAL tINTER.·PBNNSn.VANU ,File No.-'-_Date of Death ---1 .j ~---- ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 16.1961.JATEWITHCOPYOFWILLATTACHED) l'...• ICE OF THE REGISTER OF WILLS County of.YY~.~1?-~I?-g~??............. of R D.#1 Coal Center Penna..............'...••••••••••••••••••••••••l •••••••••••••••••••••• (Addrese) cording to law,deposes and says that he is the _____~_~9E~_~_~____________________________________ ..(Exec.,Adm.,Lega=,Etc.) _lL __________________whose I~st residence was ___.B~___:Q!____itJ________________________._____________--- .(No.)(Street) ased,and that the whole of the estate of said decedent,who died -jj,,::,~--=:-~t--~ID~ , REAL PROPERTY STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, R TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES AJlm RELATIONSHIP OF OTHER OWNERS. " Estimated.Value (,,., .N 0 N E~-'--... (,$1~1~-n ( J 1.'_~,,, ( NONE " entory is: .arice~tax due since the transfer of real estate a two year period prior to the death of . rocessing of this return by filing with it,and as a part of the return, or mortgage holders,certifying to amounts on deposit or owed by the OFF 69-060 was made within The purpose of filing this Inv (a)'lrQi pay-cany'inherit Personal Property Elizabeth Powell ---------------.,,- being duly ~_YY..Qr.D .ac of the estate of ~1~_~_~~~_~h __P9_~~ Real Estate .(Name) ______~.Q_~~__~_~~~~!_:.dece (CitY.Borough or Township) c:>nsisted of: REAL PROPERTY IN PENNSYLVANIA.WITH WHERE PROPERTY HELD AS JOINT TENANT 0 Doris Powen~Durbin..................... Form No.RCC-62 (7-69)THIS FORM REQUIRED IN EFFEcTIVE JANUARY 1.1962.(FILE IN DUPUC NOTE:You may expedite the p letters from financial institutions decedent as of the date of death,Such letters must l?e SIgned by a responsIble offIcer of the fmancial institution or mortgage holder and indicate clearly amounts of principal and in~erest in the decedent's a'Jcount at the date of death and the type of account,accoUnt number and the exact name or names in which the account is registered, >. t· ~~----~,"~-~._~-------------------.....-:""---------------. Jointly Held Property Estimated 'Value-,,. "):j '~...-, ,- 1\,J U 1\,J ,t; - , "'. Transfers within-TWO YEARS Prior to Death lt~,0-'11""'-J 'iT{';;-1 ~, Parcel of land situate in the Borough of California (formerly East Pike Run Township),Washington County,Pennsylvania,containing 2 acres and 20 perche , transferred from Eizabeth Powell to Doris Powell Durbin and William C.Durbin, her husband,by deed dated May 26,1969,and recorded in the Recorder's Office of Washington County,Pennsylvania,on May 26,1969,in Deed Book Volume 1299,Page 10l.4,50~:J0 :(,u)... That at the time of death there was no safe deposit box registered ih 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 .~,' , - - '. - NO'I:E'List first five items inthe spaces so provided,observe notations thereon,and instructions RESWENT-DECE;DENT DEBTS AND DEDUCTIONS CLAIMED .~ Funeral expenses paidCaleffie&Greenlief .. -'DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN,-----.·---=--==-=:.-=-..::e.::..:...-....:..----------r------------'-----------.----.:....o...---,---toKEGISTERONLY $1.398.50 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Oliver N.Hormell Esq. Administration Expenses * Counsel fees *100.001 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Rev.Frank:g3odrier Nichols lEbwers How\e Cemetery Simon'White I funeral services flowers for funeral openingof grave.. •gravestone lettering 50.00 50.00 80.00 15.00., ,-:. '.--. , ;-, ,., 4't ,- .''\'-~ I ;\'. f" Total 1.693.50 (Street Number) Coal Center.Pennsylvania.....~. (City or Town and State) Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater 0.·,,,'th.n th,"tlm.t,d .mo~t d"m,d and .lIow,d.Iif'".~'. Subscribed and sworn to before me this ~.7 ~.........~.1................ . Doris Po~m1ju~gTAnistrator) ..~!.p #..~.........................day of ...:?!~(7.....,19.70 ..~ .....,9.7:2?<-1f.Atllt:W.M ..~t;~~p.·u6JiC-'. CALIFORNIA,WASHINGTO'J CO.,PA, My Commission expires July 14,1973 Having been duly sworn a;)B1dmg:to law,I do hereby certify that the above appraisement is made.in conformity with law on this ................../....s.~:iaYOf ~~,19..2t?~. --J ~.~..........:~.r't) ApprRlser if''~ In the event that any future intel'est in this estate is transferred in possession or enjoyment to collateral he expiration of any estate for life or for yeal's,the Commonwealth hereby expressly reserves the right to appraise a tance taxes at the lawful collatei'al rate on any such future interest. the decedent after the assess transfer 'inheri- REPORT OF TH.J7RF1GISTE I,the undersigned duly elected Regi3ter of Wills in and for.'(.~.'. ........County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent cept a those items where a greater or lesser amount is set f~elast column to the ri~:ht in said schedule above,which greater or Ie s r am unt epresents the sum ~d as a deduction. Dat'",~/$"~/i 7.0............f.R~";;';";i wii,;~. ) I :F:O:rn:':N:'O:':RC:C=-6:2:(:7:-6:9:)============== rP f" ~- ~ if I.( WillAdministration !NO Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .....~.~J~~~~.':f~..~9W~.~~. Deceased Late of ..~~~V.q:J;'J:.l~~. ...4i --.1..<>W33.~'t C'.-County of ..-j>'f1'l'J..£.~.~:r:.:;:7-..•~.•..••• c.r>(j)c '~t::c -c.r>\1-nr.fl.....(/'•I"Commonwealtb;ot-rennsylvama..;...,.....;,:,....:,.......,~0 '.:-_iI........---\:::0 \'"~o_;;--0 REPORt;~p,APP~ISALo~~I""'J;.--.z: "\)'I 0 c::>0" J;>-(f>- 'OLIVER N.HORMELL ,Attorney at Law 423 Third Street California;,Pennsylvania 15419 " .........._i.-,'?~ ,/ Rt:C-39 -~68) .~. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY' -""\. i". Estate of PO_WE_I....;.r.:....,,~_E....;L..;..;I-=ZAB:.-=:_E.:..TH__..:.U..:...-'-DATE OF DEATH (Last Name)(First Name)(Initial), 11-2-69 FILE NO.63-70-13 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","B", "C",and "E". Dated:-'0:.c::5'--=1"=-5-_7o-:0~_ 11-02-69 REPORT OF THE REGISTER OF WILLS I I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do .respect- fuliy 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 ter or lesser amount represents the Sum allowed as a deduction. I , Dated:__-:0""'5'--.=:1"'-5-....J7L...':0~_ $ 4.500 00 ."4.500 00 1.691 50 2,806 50 $ L..500 00 1.,..Soo .00 1 6qi SO ' 2,806 50 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $1=INVENTORY Reil1 Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions •(SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or' annhities • • . • • • • • • • • • • • • • • • •$t=;1 ------ h ESTATE TAX ASSESSMENTS $_ ,COMPUTATION OF TAX,FOIR USE OF REGISTER ONLY Tax on $-+-__ I:Tax on $------"'"~>A,L........,u..t_< Tax on $---------4---Tax on $....:...._-+-__ Tax on $---------i--- Ex e;mption s========1=== Total Estate -------1-----[~TOTAL TAX "1 Less tax previously paid~:BALANCE Les,s 5%of tax if paid within 3 months after death $-------4-- $'.r...Ih~Rli,L;j\q~ $...-,-------4-- $-------4-- $-------+--- $------_1.--- ::::::::::::::E== (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $--1 AMOUNT OF ESTATE TAX ASSESSED $------IL- Estate tax paid $-....l- BALANCE DUE $------~~ Add interest at rate of 6%from --'------tto-----$-----~t..TOTAL TAX BALANCE $------1PAID$--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 ..ELJ.ZABEl'H .tJ:.•...POWE14 . Deceased .: i, ,i ("'1, "'~ ~. Late of . County of COAL CENTER WASHINGTON .( .....-,;c' Commonwealth of Pennsylvania REPORT AND APPRAISAL & j'... ,,---- Fonn RCC-2· COMMONWEALTH OF PENNSYLVANIA DATE .......................~1.?:y.....~.?~......~.?7.9...................... I DEPARTMENT OF REVENUE...RESIDENT INHERITANCE TAX ..'........................\.'!.~~.~~g~.<?~.............•COUNTYBUREAU~F COUNTY COLLECTIONS .................... ·HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO.................??:7.9.:~.?............................................... I ..................................~l..i.~.9,p.~t.h ..JJ........P.o.w~.ll................................................late of Coal CenterWhereas,............................................................................................................... in the County of ......................................W.C!,~hmgt.Qn ................................................................Commonwealth of Pennsylvania,having died on the ................................?:...P:~L..............................................day of ..................NQ.Y~mP~.r.................................19......9.9.,seized and possessed of an estate subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.................................w.~.~.~.....Q.mn.~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. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes I $ TRi\.NS FERS : Parcel of land situate in the B ofu!o!, California Washing'ton r.PA.r.ont.::li ni n.cr 2 acres and 20 perches,transferred from Elizabeth Powell to Doris Powell Durbin and William C. Durbin,her husband by deed dated Hay 26~1969~ and recraded in the Recorder's Office of Washin.gton County Pennsylvania.on Mav 26.1969. in Deed Book Vol 1299,page 101.4.500 00 , . II Total 4.500 00 I \ I ~avi~g been duly ~worn acco~~aw,I do hereby certify that the above appraisement is made in con- fonmty wIth law on thIS .............L day Of/i.:.!~5h~ A ai.er.r...................................................~................................................................................&~'"/(j~'"~:.~~'>.·Penna.., \ .. ~vASHINGTON County ~ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ELIMBETH U.P01NELL Deceased. Late of COAL CENTER Date of Death,N.Qy.Simb.~.r.2.Jl 19.6.9 . Appraisemel!t Docket Vol.,.3..$.:.. Page,~.3.5..':::;L N~63:~7.Q~.13 . Filed ilJ Register's Office,M9.-.Y l5..J ly 7Q Amount of tax due,$::::...............'- DEPARTMENT OF REVENUE: ~ Received, Examined and Approved,. Wrote abo.ltt Appraisement, Appeal j1'Qm Appraisement,. Entered and charged,.I j .: .. "'. .. ,~~ Rcc-al (2-84) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR RIPLY PLEA.E RIP'IA TO 38-35-1 J DORIS P.DURBIN r.r r'" Informent In Re:E'st ate of_"EL-.;..IZ_A.....;B;...E...;.T,;;.;,H_U;;..;.;....;;.P..;;.oWEI...;.=.T;...._ ______W_A_S_H_I.;",;,N..;,;,GT;;;,.O;..;,N,;...'Count~FHe No.63-70-13 Dear Mrs.Durbin: I ".You are hereb~no~ified that the original appraisement in jhe estate of Elizabeyh U.Powell has been filed in the office of the RegiSter'of Wills Qf Washington Count~on May 15 ,19~.Said appraisement reflects the following valuat~ons: ~ Real Estate __.,...,;..--:._.....;.._ Personal Propert~,~i,~,,)__ Transfers -=4l:.l....51.lo0~O:.&.~OO~_ Total .......__........__-=4lO:1,...:5~O.::;,O.:.;.O::;;.:O~_ -"; As to such ~ax that .is paid within three months ,from date of death,a five (5~)percent discount is allowable.As to an~tax that remains unpaid alter one ~ear from date of death,interest at the rate of six (6~)percent per annum is charged. ADy part~i'n interest who'is aggrieved by an appraisement may appeal therefrom as provided b~law. ,'{', Date M...;.a;~y~15;;...,~1~9~7..;;.O _SlQned(ZJg·~2./l-p. Title W.R.CHANEY.CHID APPRAISER DATE OF DEATH:November 2,1969 Note:This is not a bill.