HomeMy WebLinkAboutOC1970-0082 - ESTATE OF DUNCH-'
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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.
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::~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
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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
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o
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REPOR~AND APPR.AISAti,:?:>----,...c::)•r,.,rn _'"'J •__
:::""';C')c:::Do::r::--(/)c..-'"t--.._:_:;;(,.,.)co c=--;;
-A..,......-t l~""
C)rn ;~_-.:
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:<=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