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Home My WebLink AboutOC1970-0193 - ESTATE OF BITZRCC-103 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTME~T OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION ,INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS j " COUNTY OF _ This return must be completed in detail and filed in duplicate,with the Register of wills in the County where the decedent resided within one year after date of death,unless an extension is granted by the Secretary of Revenue. Will Mellon Bank Building Admn.No.19__I,_--,J=_o.::..:h:.=.n=--..::P;:-,-=...~L:;::..::.ie.::..:k=ar=--of Canonsburg,Pal 15317 (Name)(Address)Misc. being du Iy sworn according to law,deposes and says tha t he is the _A_t:...:t_o_r_n_e"-'y"--;:a::-:---n_d---:-Inf-:--o-:-r_m-.:.a:...:n_t_-:--_ (Exec.,Adm.,Legatee,etc.) of the estate of Martin Bitz,a/k/a Martin Bitts,late of--=M=-=c:...:G::..::::o~v..::e.::,r,.:.:n:.l.,_::C=-=h.::..:a=:r:--t::.:i:...::e7'r,...:s7---=T=-w~p...:.......,--=P-:a=.:.:...--__ a/kl a Martin Baie (City,Borough,or Township) deceased,and that the whole of the eSTa(e of s~id decedent,who died on _.=1~5:......=.N.:...:o::::.v..=....:=e~m~b:...::e<.:=r:,--:1::..;9:o...6=9 _ (Dote) consisted of the assets listed below and that allowable debts and deductions exceeded the fair mal-ket value of the assets and no Pennsylvania Transfer Inheritance Tax is due. Type of Asset: Real Estate,Pers. Property,Jointly Held Prop.or Transfers ASSETS (Attach additional sheets if necessary) Description of Asset Estimated Market Value Department Valuation CAUTION(Do not writ.e in this space) Joint bank Account No.6314 held in the Slovenian Savings &Loan Association.Strabane. Pennsylvania.in the names of Ma~or Edward Bitz.John Bitz.and Te5'ii'Y"Bitz.Opened 4 June 1969.Balance as of date of death $2.361.09;1/4 of this amount is taxable as per Official Notice of Inheritance Tax dated Dec.5. 1969 590.27 TOTALS $590.27 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the values"Jiet forth opposit~ach item in the last co~nJ!..,the right.~/.4~/~/A./U -'.J e-..z-.h....K' Dated:J.f-~'~",0/~/f7cJ ~Inheritance Tax App;6iser f ,<J Name of Payee DEBTS AND DEDUCTIONS Nature of Claim Amount Claimed Amount Approved by Regi ster Speakman Funeral Home Houston.Pa. Funeral $1.505.00 VFW Ambulance Ambulance service - Association.Canonsburg. Pal 20.00 TOTALS $1.525.00 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed,except where I ha e set forth a greater or lesser amount in the last column to the right,which greater or lesser amount represents the sum al we as a deduction~ Oat.of App,aval,~""'-<;r{/)'7d R••'".,.f .",.0~ \ <' i '-' ...Q..~ o- ; 1·0 .IDnIDQ In ID-a.. ~»-4-4m:;0 m 0 VI -n -4 0 -4 Z»."::I:-4 -l m -l 1m ::J:::J:m »m 0 -~-n ~ :;0» VIm~m,Z -4 »~c.._. 3 = ::::J VI-...Q-o ::::J '-.,...-; zo. Rcc-el (2-64) \ COMMONWEALTH OF PENNSYLVANIA •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA•• RE"ER TO Jl t ( I1't~ JOHN P..LIWR !nfornant In Re:Estate of MARTIN BITZ WASHING~N 63-70-19,3________________County -File No._ Dear Mr.Liekar: You are hereby notified that the f~B°riginal appraisement in the estate of tin ttt has been filed in,the office of t%Registe'r of Wills qf WiibbtngtOll County on February 21.,19_.Said appraisement refleots the following valuations: Real EstateJt.Held ooeue~;::~;;:;;el9~II\;;y;~r.,---.:j5:tJi90IT:.:"22rrr"---- Transfers -............---- Total --.;.5-'9-0-9-2-7----- 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 (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date _.,....-_F_6_b_1"'Ua_·_r....:.y_2_4,;;..'_1_97_0 _Signed Title DATE 01"DEATH:Novmnber 15~1969 ESTATE lWOLVEllT Note:This is not a bill. .- RCC-39 (~1l8) COMMONWEAl..TH OF PENNSYL.VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of BITZ, (Last Name) MARTIN (First Name) DATE OF DEATh (Initial) FILE NO.63-70-193 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". Da ted:__---"0;:::.2.....;-2:::4:z:..--L7,..=;0 _ 11-15-69 REPORT OF THE REGISTER OF WILLS REGISTER OF WILLS Dated:.....:O""2'--,;;;2.;;;t;4-_7.....0~_ 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 gr eror lesser amount represents the sum allowed as a deduction. VALUE AS REAPPRAISED $-------+-- 590 27 5'ju L't 1.525 00 e Insolvent 5\jU '2.'1 l)90 27 1.1)25 00 Estat VALUE AS REPORTED VALUE AS APPRAISED $$r-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 F) CLEAR VALUE OF ESTATE Valuation of life estates or -1= FOR USE OF REGISTER ONLY Tax on $~--2% Tax on $@ Tax on $5% Tax on $10% Tax on $15% Exemptions * Total Estate --L-__ TOTAL TAX COMPUTATION OF TAX $------~-$---------+--- $---------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 :::::::::=1== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $------ AMOUNT OF ESTATE TAX ASSESSED $-------1L- Estate tax paid $-Jl.- BALANCE DUE $L- Add interest at rate of 6%from t= -------1to-----$--------l. 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 (...No.Administration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF' MARTIN BITZ Deceased Late of . County of CHARTIERS TWP. WASHINGTON................. Commonwealth of Pennsylvania REPORT AND APPRAISAL ~I' Fonn RCC~2.COMMONWEALTH OF PENNSYLVANIA DATE .........................f..~.p.r..1J:.~r.y ....?4..'-......197.Q ....... "DEPARTMENT OF REVENUB •.RESIDENT INHERITANCE TAX ............................!.J.~.~.~.~~.8~.?~.....................COUNTYBURBAUOFCOUNTYCOLLECTIONS•I .. HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•63-70-193........................................................................._......................... Whereas,.............................H~.tJ.n....!J.;j,.t.~..................................................................................late of ..............................9..l:§r..:tA~T.:>,....~..~.............................. in the County of .......................................W~~.tQ,ngt.QD...............................................................Commonwealth of Pennsylvania,having died on the ..................................+.2....~h............................................day of .................~.l?y..~.~.~..................................19....?t seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.R.CHANEY 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 aftertheexpirationofanyestateforUfeorforyears,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. I Appral,ementUnitDe,crlptlon of Anet Value,Made for Inheritance Tax Purpoae, $ JT.HELD: Jt.Bank Acct.held in the Slovenian Savings &Loan Assc.,Strabane,Pennsylvania,in the names of Martin Bitts,or Edward Bitz,John Bitz and Tony,Bitz.590 27 Total 590 7 ESTATE INSOLVENT fonn~;V;::~hb~~::I:h~;<>rIld~~~:~:;O~~~~~"c:::s~~~~~9ntiS?~7:}t( Apprat8er.. ~~~.;~~~.;').;~~:. I- WA$I:I:i:NQTQN..County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARTIN BITZ Deceased. Late of CHAR TIERS TWP. Date of Death,~gy..~l:>.~.~:t.5..L.J.9.7.Q . Appraisement Docket Vol..J$',. Page,7.<7.-:1 No §~:::-.79.:::1.9.J.... Filed in Register's O[fice,.f..E,lPI1l.cP:''Y 4.419 ..7Q AnuJunl of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,. Appeal f,.om Appraisement,. Entered and charged,. • ... • Fonn RCC-2·). COMMONWEALTH OF PENNSYLVANIA DATE .....April...27,.....19..7..Q......DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX \vASHINGTON BUREAU OF COUNTY COLLECTIONS COUNTY ............................................................................................. HARRISBURG.PENNA.17127 APPRAISEM~NT FILE NO...................9...3..~..7.Q..~..1.9.J...........~.................. Whereas,.........................HART.IN.....D.JT..T§.........................................................................late of ...........................H~.A.P..QW1A.NP§.......................... in the County of .............................JfAS.HIN.GT'ON.......................................................Commonwealth of Pennsylvania,having died on the ............................................J..?~.~~................................day of ...................~~.y..~.TI,l~.~.~..........................69 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,\Y.R.CHM·n~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 AppraisementDescriptionofAssetValuesMadeforInheritanceTa.Purpoles $ .11'HRT.n PKRS ._....• .T-t:,n~nl.~·A.,.,.t-Jth~l.d nplr1 in t-np SLOVENTAN SA ITTNCi-S &LOAN ASSN,STRABANE,PA.,IN the names of MARTIN BIT ..,s or RmvARn nT1'7 !lln~TC'll-fN TlT'1'7 !lln~'1'C'll\TV TlT'1''f:C'I~ono~r:.A ;Q. Balance as of date of death,$2,361,09 One-fourth t xab1e 590 27 - Having been duly swo.rn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ..........................27.th.....................day of ...........................................................Apr.i.l..............................................................19...70... Appraiser .................................................................................................................... (N'umber and Street) ....H.......................H..,Penna. (Post OfIlee)lvASHINGTON ··WASHINGTON·County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARTIN lUTTS Deceased. Late of MEADO1vLANDS Date of Death,NQY..emb.er l.5 1.9.6..9 Appraisemel!t Docket V01.,}.~. Page,No..63-7-0-1.9-3 Filed in Register's Ojfice,1..:?.?.:..J9 .?..O Amaunt of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement,. Appeal /,.om Appraisement,. Entered and charged,. ~