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HomeMy WebLinkAboutOC1970-0082 - ESTATE OF DUNCH-' j LAST.VHLL AND TES~rJU;IENT ..I ..!;Inry Dunc):\"widoVl,of Atlasburg,'i/ash:1ne;ton Count:r, PennsylvaT1..ia,being of sound mind,memory,tind 'U..'J.del'staciing,do hereby make,,dec lare und publinh t:cJ.is as my J~8.S t Viill nnd rres ta- ment hereby l'evoking any will or 'wills heret;ofore made ~ FIRST::I direct tho.t all my just debts aD.d ftmeral expenses by paid as soon after my decease as is conveniently ..possible. SECOND:.I do 1101'e'Oy give,bequeath and devise 'tmto my sons,Albert DmlCh,Alsphor18o DUJ1Ch,and Peter Dtmch all property "illhatsoever and rJheresoGver both personal and ree.I,share, and share alike. THIRD:I do hereby make,constitute and appoint my son,.r~lbert Du..D.ch.2.S administrator of th~.s m:T Last Will 8.nd. Tostament to serve without bond o In Witness ;.'lhereof,I have placed my hand and seal this 7th day of JU.ne 1946.. We and each of us whose names are hereto suhBcr~bed as vii tnosses to this the 1ast Will and Testament of the testatrix.do hereby certify that tllis was vlitnessed at the request of the testatrix, who signed in our presence'and 'I've in the presence of the testatrix and eac:6."other Cl /' /f L'/:,\.•/<'I''_«!\,/'?~t./;[.~.-o:...<A...;I:~.~-' Cr /, //V .Affibauit (@f 1£xpmtnr (@r .Abminilltrutnr l'tatt of ptnnsyluania.f !U1: <!Lowty of lIIuslJington ( Personally before me,the undersigned authority,a ~.Q.t..9:.*-y ~]J.p..!.i.~_in and for said Oounty and State,appeared A..l.,:b.e.r.t.D.Unch._who,being duly sworn according to law,deposes and says that he is the executor or administrator of the estate of ............................Mary D.unch.deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate oL._M.~Xy.P.J~.P..QtL.., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real 'and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each ...item made by the above named Executor Administrator. \~y::;;;;~;;;;;;~:;~::thL.1J7!-}~~~~ ::~1L~:J~~~~~~;~~~(.TV~~·~~·~~·~~~..·~NSTRUCTIONS Executor-Administrator ~"~"rt~'1 washington County,Penna. ,".~.is8IliW~~ifr.m~1l!lP.eHt1~dwithin three months after appointment of personal representative. ./~'.supplemental inventory must be filed within thirty days of discovery of additional assets. .....3.1.Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,Over $10,000,including Copy of Will;1 Original and 3 Oopies and 2 RCRI-33,Over $50,000,including Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.1.513 Sec.5.2,72 P.S.4844.2 lInuentl1fg nnll .Appraisement of the goods and chattels,rights and credits which 'wert of~:~Mgr-y Dunch..late of.Smi.th Township _ Washington County,Pa.,taken and made in conformity with the above affidavit. / All that certain lot of ground situate in Smith Township,Washington County,Pennsylvania being 4.57 Acres and designated as Lot No.289--292 in the Atlas Mine Plan of Lots in Atlasburg fronting 150 feet on South Street and extending back therefrom of uniform width for a distance of 168 feet to the Atlas farm property DOLLARS 750 CENTS 00 ~ w ~'"r-!......~~i ~~~'"I ~~.....~0 \ 'Vd "OJ N0J.::NIH S'tff,' "'tI'C ""'-I l:t:l ~ S111/1\30 ~!31SI03U !b I:l ~~!l:t:l I:l..~~ OIJ !'.l;"ll'T:'J;?Sn~ !~en ::t... I ~-I ~, ~~~~i ~~"'tI~.?0 HII Oi illt 02 :1fI~OL ~C1> J ~C1> 'U I ~..... t ..',:1 """'\1 I ~j,.f,~I !.... ~ \•r j ,..-..,£ ! 1\ II Form No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTA'TES WITH GROSS ASSETS UNDER $10,000.UNDER SECTION 701 OF ACT OF JUNE 16.1961, EFFECTIVE JANUARY 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)J OFFICE OF THE REGISTER OF WILLS County of . ,W~~HJ;:N~'J;'ON .,.. . .. , ., , ,,~.1,1:?Ei!;r,t;,P..ql)~h .., .,'..,,.,..,..,, .,,.,.of .,113,B.illen.Avenue.,.,Monongahela.".l?a.. (Name)(Addresa) being duly §~Q;J;;'J:L according to law,deposes and says that he is the E.x.e_cu.tor _ (Exec.,Adm.,Legatee,Etc.) of the estate of Mar.Y-__D.unc_h --------whose last residence was _Atlasbur_g.,.Pa"'_ (No.)IStreet) sm 'th T '1-..'d d f f 'dd d h d'd November 14 1969__.L Q1inS.l.l~---------------.ecease ,and that the whole 0 the estate 0 sal ece ent,w 0 Ie ..& (City,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS, Real Estate Estimated Value All that certain lot of qroundmtuate in Smith Township. \ Washington county,Pennsy1enia beinq 4.57 Acres and designated as T,ot No ?RQ--?Q?in 1on""n.1ol::l~Min""pl::ln ,.....f T,,...,1o~in n.1ol:;:...··~-- frontinq 150 feet on the South Street and extendinq back there- from of uniform width for a distance of 168 feet to the Atlas v Il./,'V' --.Jf=..c:;::)LJ::1r:m...-mpr.J::lPfrr..t¥-~_.".----------+--.J$u7 90 .00 JJA'l./50 9 _11 /'\'v O~~-- Personal Property NONE 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 None - '1 . ,\ ..,, I ., "r , , .' t .'...IThatatthetimeofdeaththerewasnosafedepositboxregisteredihdecedent'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:- j '...)I \... NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX None THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES RELATIONSHIP OF JOINT HOLDERS TO DECEDENT 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 Albert Dunch 113 Bil}-e!;1 Av ~·Child Yes none 1/3.. Alfonso Dunch ~~83 ~~di§;n,J!'c~.Child Yes none 1/3----_....~, _..-Peter Dunch 945 E.78th St Child Yes none 1/3 Cleveland,Ohi) - - Rl:SWENT DECEDENT DEBTS AND DEDUCTIONS CLAIMEDt• ' ., NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions Funeral expenses paid $900 Murohv and France Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * 30 00 75.0b I !Albert Dunch Fiduciary commission *50.ob OTHER DEBTS AND CLAIMS (*)See Note below Washington County otary Prothon - Settlement of 59 Jan.Term, lein at 1967,MLD 40 86 Washington County Pro- thonotary Settlement of Lein at 157 Sept.Term,1964'MLD 36 51 Smith Township Solicitor Settlement of Lein Smith Township 1969 Fire Hydrant tax Washington Hospital Last Illness Catholic Cemeteries Ass')Burial Plot I assessmet 10 OC 22 5C 62 53 190 00 Bell Telephone Co.Dept 6 45 a~Z?~~.....(Executor-Administrator) ...I!.~1ftlk-.I"J t9~e . (Street Number) ...)?1.QrqfJ9~.~E!.k ..,..?~.IJ((~..,.... (;£ity or Town and State) Subscribed and sworn to before me this /f.P.. 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. Having'been'duly sw~rn accordIng to law,I do hereby certify that the above appraisement is made in conformity with law on thiS ....~~daYOf ~,19 ..7..Q~~_n~_ .....~.:v.~..ty'r·~·p~~i~~r:···· In the event that any future interest in this estate is transfelTed in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expl'essly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THEilfFJGJsTJ€lR OF ~LS I,the undersigned duly elected Register of Wills in and for ·V·VI,t..W~1~~County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponen6'xcept as t~oose items where a greater or Ie,sseI'amount is set forth in the last column to the right in said schedule above,which greater or lesser amou~nep sents the sum allowed as a deduction. Dated:"~,,~,,...I..9.?Q........~A--d/L ~~~2...,.,.~~Th'ter of ~(~.c: [----------------,...-.---------------, .. ,J!Form No.RCC-62 (7-69) (.) Will l'r'Administ~ation SNo ;Year :: r: IN THE i. r'(I OF THE MATTER OF THE APPRAISEMENT ( f'..../ ~'-,' /'. ('"...:.~ ESTATE OF ~~"•f ". ......If!1f.r..'.Z?~~.~.1..~. Deceased Late of ..S1?11.:.,..4.T~;/?. County of ..~I-f.!"".~Y./P..>1.. Commonwealth of Pennsylvania I rq o " ''-l.::::;:) :Do ~:::> ..c- CoL' REPOR~AND APPR.AISAti,:?:>----,...c::)•r,.,rn _'"'J •__ :::""';C')c:::Do::r::--(/)c..-'"t--.._:_:;;(,.,.)co c=--;; -A..,......-t l~"" C)rn ;~_-.: --j ~.J '.__o j :<=c).'1-o ~-o ::i:::;;r--=:..:.z-0 r--?--(f)o ( ~tt5.Hn j.mttrphy Jr. Attorney at Low ·308 Fallowfie'd Ave., CHARLEROI,PA. *'t '''.,'" •ir,'~.-.~"........ Rcc-al (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Albert Dunch (Executor~ IN YOUR REPLY PLEAGE REFER TO 38-40-3 In Re:Estate 0 f ....Mar~!o.,y¥---..i.D!o!.JunioW...L\c...h..L...---- _--._--!.W!.l:2alii/s:Llb.inu,g:te,J.l.l,O.u.D.L..-------County - FHe No.63=+0 g~ Dear Hr.Dunch: You are hereby notified that the_~o~r~)~·g~iuD~a~l~--__----------- app raisement in the es tate of ....:}~'-1:ar::=:...y;t......!Dun~-:!:!.!.lc""'h"'--_ has been filed in the office of the Register of Wills qf Washingtop County on Octob'BJ:'g ,19-1Q-.Said appraisement reflects the following valuations: Re alEstate _--,-~~7L..5,-==O::.l''-l::0~0:....-~~--.--._Personal Property __ Transfers -=-==-=-=_ Total ..!,7.L:.5.::,0,:...O:::.;0:::.,.----:.--.-__- 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 October 8,1970 Signed Date of death:November.14,1969 Title Al fred Tosj ApFaiaer I Note:This is not a bill. Estate Insolvent 85 vent , ,..--.,.-~ (5-68)&,. WEALTH OF PENNSYLVANIA ER INHERITANCE TAX SUMMARY T DECEDENT Duncb Mary DATE OF DEATH 11-14-69 FILE NO.63-70-82 Last Name)(First Name)(Initial) REPORT OF INHERITANCE TAX APPRAISER the undersigned duly appointed Inheritance Tax Appraiser in and for the County of rlashing:ton , ania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at es set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Oct ober 8,1 970 ~f!~PRAlSEf:dP REPORT OF THE REGISTER OF WILLS the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect- ort that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or mount is set forth·in the last column to the right in Schedule "F",which greater or lesser amount represents the sum as a deduction.Ci2ueL h~October 8,i§7o .REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAI~D VALUE AS REAPPRAISED perty (Schedule A)$'!'JU lJU $750 $ I Property (Schedule B) s (Schedule C) CLEAR VALUE OF ESTATE Dated:_ RCC-39 COMMON TRANSF RESIDEN I, fully rep lesser a allowed Dated:_ I, Pennsylv the valu Real Pro Persona Transfer Joint-Held Property (Schedule E) TOTAL GROSS ASSETS .Less Debts and Deductions (SCHEDULE F) Estate of_ ( Valuation of life estates or annuities.. . . . . . . . . . . . . . . . . .$t= - ESTATE TAX ASSESSMENTS $. FOR USE OF REGISTER ONLY Tax on $---------1--2% Tax on $-----------1--@ Tax on $5% TU@$lK Thx@$l~ Exemptions * Total Estate -1-__ TOTAL TAX COMPUTATION OF TAX $-------4-- $-------4-- $-------4-- $--------+-- $-------4-- $-----_--1._- (*)As evidenced by Charitable Exemption Certificates issued 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 $------ AMOUNT OF ESTATE TAX ASSESSED $----~L- Estate tax paid $--IL- BALANCE DUE $-----~~Add interest at rate of 6%from •....'''':,.",,''~'!''.~',..,-,.-,>'~"" ------lto-----TOTAL TAX BALANCE :=========~~~ PAID $...Je FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for p~oper reason, same should be noted below,with short explanation. Will Administration !No . IN THE Year ..... MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..Mary.Dunch...Deceased Late of Atlasburg . County ofWa~l:l:i.rlgt()l1. Commonwealth of Pennsylvania REPORT AND APPRAISAL Fonn RCC-2 •DEPARTME~~OF.~EVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Q.c.t..Qp..~P $.)1.97.Q . ..t I ... COUNTY Washington.............................................................................. FILE NO•..........6.3.=.7.~$.?. Whereas,Mary D:unch late of At.l.§,.?P.11Xg . in the County of .............~'3.-.~?~J:?:~.??........................................................................................Commonwealth of Pennsylvania,having died on 14th November 19...6.9.,seized and possessed of an estatethe................................................................................................day of .............................................................................. subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.Alfred 'nbsi 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: i In the event that any future interest in this estate Is transferred in possession or enjoyment to collateral heirs of the decedent after I the expiration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferIinheritancetaxesatthelawfulcollateralrateonanysuchfutureInterest. Unit Appraisement DescrIption of Asset Values Made for Inheritance Tax Purpoles I $ --Realty':". All that certain lot of ground situate in Smith Township. Washington County,Pennsylvania being 4.57 Acres and designated as Lot No.289--292:in the Atlas Mine Plan of Lots in Atlasburg frontinp'ISO feet on the South ~reet and extending back there- from of uniform width for a distance of 168 feet to the Atlas farm nronertv.750 00 Total 750 00 >;'...-4-~-4-,..,TV>",,...1 '70V>+ Having been duly sworn accorqing to law,I do hereby certify that the above appraisement is made in con- fonnity with law on this ...~..day of ...........~.................................~'2a.........~..J"~...........ftlU/..'".,............. Appraiser ...............................................................................................,.............................................................. .(NumlJer and Street)..........W~...........................................,Penna. (Post Olllee) Washington....County / RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Hary··Dunch························· Late of Deceased. ........Atl~sp.:u.r.g........,.......... Date of Death,1l~14~6.9 .. AppraisemeHt Docket Vol.,3.8.. Page,~C?:?No 93~7.~.$~. Filed in Register's Office,......9.c::~.<:ll:>.E:l:.§...1970.... . Amount of tax due $~. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,. Entered and charged,. I