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Home My WebLink AboutOC1970-0210 - ESTATE OF HELPER,4 "., Form ;\'b,RCO-62-')2-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961,j i EFF,.TIVE JANUARY 1,1962,(FILE IN CUPUCATE WITH COpy OF WILL ATTACHED).' OFFICE-OF THE REGISTER OF WILLS WashingtonCountyof . .~.~~~..C?I:I~.I~~~.r:':of .?~~.~~~.1.<?~~.~~~.~.~~~~~~".G1,l~.~~~.t:<?~.,..Pa. (Name)(AddreOll) being duly ~~~_~_~According to law,deposes and says that&1e is the ?:-:~~.<?_~~_~. _ (Exec"Adm"Legatee,Etc,) of the estate of J..~D..glEiLRQ~_~ll~Ln~p.l~x-whose last residence was __2_12__.Fa.l~Qw£ie_ld_AY_en.ue_,_:._(No,)(Street) ________Qh_?_~J.~~_Q!._,~_?_~deceased,and that the whole of the estate of said decedent,who died J.:QL291ft9._ (City,Borough or Township)"(Date) consisted of:. REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANGES 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 Conveyed to E1ma G.Hepler on '1/25/69,reserving a Estimated life estate to Jennie Rozella Hepler Value ALL that certain niece or narce1 of land situate in the $6.000.00 / Borough of Charleroi.Washington County.Pennsv1vania.more particularly bounded and described as follows: / LOT NO.421 of the General Plan of the Borough of Charleroi, lying between Second Street and Third Street,fronting on Fa11owfie1d 1Avenue Twenty-two (22)feet and running back One Hundred (100)feet to a fifteen (15)feet wide alley.Having 1 erected thereon a two-story frame dwelling.(See Deed Book Vol.1292,page 1122) -- Personal Property Cash in safetv deposit box 100.00~.-/I jo" l..)J'':' ~ < 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 -Estlmatid Value ,. 1.Savings Account No.16911 at Pittsburgh National Bank (Charleroi office)in the names of Jennie R.Hepler or E1ma $3,277.83 G.He 3 277.83 taxable in full amount 2.U.S.Savin s Bonds in name of Jennie R.Hepler or E1ma G.329.36 Hepler,taxable at one-half ($153.00)($40.15) $100.00 -Au~ust,1947 $25.00 -DeBember 1945 100.00 -August,1947 $25.1944 Total - 3 607.19 Transfers within TWO YEARS Prior to Death See Real Estate $50.00 -December,1947 (Total -$658.72) Total Inventory $9,707.19 That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- ter NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Jennie R.Heo1er and E1ma G.Hepler Pittsburgh National Bank Mother -Daugh Charleroi.Pennsylvania BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT E1ma G.Hepler Daughter Yes Sui juris Residue 212 Fa11owfie1d Avenue Char1eroi:~Pennsy1vania - - - 9 ....... ~. -RisIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so pr.ovided,observe notations thereon,and instructions. DEBT OR CLAIM Harold Schrock E1ma G.Hepler Russell Marino,Register TT ..1 ard ann Ra1=l1=li NATURE OF SAME Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses •. Counsel fees • AMOUNT THIS COLUMN iKEGISTER ONLY.$'1;517 OC $ 1,000 OC 3 00 50 00 Fiduciary commission • OTHER DEBTS AND CLAIMS (.)See Note below Notary Public Notarizations 2 00 Charleroi Fir~Dept.Ambulance 10 00 Standard Physicians Oxygen unit 64 85 Supply , Easton's Pharmacy Drugs 176 35 Victor Bair,.M.D.Medical services 51 OC Charleroi-Monessen Excess of Medicare 6.OC Hospital ..- Dr.Chattaway penta1 plate.275 OC Bianchi Monument Gravemarker 250 OC Total $3,405 20 £~j ..?¥~.(Executo:'L~:istrator)Subscribed and sworn to before me this . 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 or less than the estimated amount claimed and allowed. .......z9.~h ..day of J!!\l'1i\1'y..~1·..,19~i:~.i\ll!\Il liiut .n~..F!!~l,~wfst~~tt:?~. .~........»...t.~~..,'1'1 1l1'r;rn'\l10M tomln Cha 1 . P s 1 an;arnOI"UROLJ •"M"I.<nl~r ero~,enn y V ...~\\~~1l1\"I-nf.~~UI1USl 19,1..".Mi'~~\.\u\li\ut\UPh\"(City or Town and State) in conformity with law on thisHavingbeendulyswornaccordingtolaw,I do hereby certify that the above appraisement is made ................~~day of ~~,19..7.~/?......~.~~..._.....~.~Yr(APpr"i8e~ In the event that any future interest in this estate is transfel'l'ed in possession or enjoyment to collatera . s 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 -inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF TH~G}STER I,the undersigned duly elected Register of Wills in and for/:~.(~~~~n.--:-~"0-~County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent cept as to those items where a greater or lesser amount is set fo~t~last column to the right in said schedule above,which greater or s er amo presents the sum a~d as a d~uction. Dated:~d~..~I£.?~.........~. Register of Wills ·l , ~ FOlln Xo.nCC-62 (12-66) WillAdministration INo Year 0 .':•• IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF JENNIE ROZELLA HEPLER.............................._~. __-..lJ Deh~ased .iC ::0 c=~::t>rn::7J (I)G)~'~:--~• Late of ..~Q!'@g!l.Qf.·~~.J;le.;r.Qi.G'!..z ~r.,."',:.__t l't ~: C~rn r'-C'""J •-l;:::r.;;-'CJ SWashingtQV ..,,-County of 0 0 :'-;•-:r,0'."••••0 '-:i.J 0 • 0 0 •••••0 •••o ~_~~i"--'0-........,:;.,.,..1) Cpmmonwea:JiB.~Pennsylvania 1 1>(j')0 t...n en REPORT AND APPRAISAL WOODWARD AND BASSI Attorneys at Law 701 McKean Avenue Charleroi,Pennsylvania .., .. RCC-81 (:2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT 4 ••• IN YOUR REPLY PLEA.E REFER TO J ELMA G.HEPLER v • Inforrrant In Re:Estate 0 f ......::.;JE=:NN:..:.:.:..:I=:E:.....:.RO=-.=Z=ll.=L=··:.:A...,;H:.:E=P:..::L=ffi=·=--_ ____-:W:.:.:A..:::S;.;:.;H:.:;:I::..;,NG~'IO.:.;:..;.N.;...··County -File No.63-70-210 Dear MrS.Hepler: You are hereby notified that the original appraisement in the estate of Jennie Rozella Hepler has been filed in the office of the Register of Wills qf Waspington County on March 3 ,1970.Said appraisement reflects the following valuations: Real Estate 6~,_0_0_0_.0_0 _ Personal Property ~~l~O~O~.~O~O~-_Jt.Held ~.:..3.:..,0...,.0_';....7._1....;9__ Total -.......L.9 .Ll.!2t:.:;0::.J,7..:,•.::::1..t..9-- 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. Dat e ~M~a",-rl:<!ch~3l.J'1..-:!1::.,j9:..L7..::0:-...- Title W.R.CHANEY, DATE OF DEATH:October 29,1969 Note:This is not a bi". ,------------------------~-- , R(C-39 (~8) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY I,'., Estate of HEPlER, (Last Name) JENNIE (First Name) ROZELLA (Initial) DATE OF DEATH 10-29-69 FILE NO.63-70-210 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:__~03-;;.-...,;03m--.;....70....--_10-29-69 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 orI'"''amount Is sot fo,th in th,last column to th''ight in Sch,dul'"F~~unl"p,os,nts th,sum allowed as a deduction. Dated:03-03-70 ~~ REGISTER OF WILLS 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 VALUE AS APPRAISED VALUE AS REAPPRAISED $6 000 00 $-+__ 1 6,301 99 FOR USE OF REGISTER ONLY Tax on $.....,.-_--+,..-~ Tax on $6.101 99 @ Tax on $5% TUM$lK Tax on $15% Exemptions '" Total Estate --I-__ TOTAL TAX COMPUTATION OF TAX $-----...,...,.,."...4..........- $-=3::.,.:'7:...;:'8-+11==-2_ $-------4-- $-------4--- $--------+--- $.L...-_ ("')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 $-----l AMOUNT OF ESTATE TAX ASSESSED $-----1- Estate tax paid $L-.- BALANCE DUE $------__~~ Add interest at rate of 6%from ------I.tIO-----$-----~t= TOTAL TAX BALANCE $--------l. 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 proper reason, same should be noted below,with short explanation. Will Administration (No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF JENNIE ROZELLA HEPLER. . . ...... Deceased Late of . County of CHARLEROI WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL .. tI .\ .. .'", Fonn RCC-2".."........~.9..h....J.,.......!.n.9...COMMONWEALTH OF PENNSYLVANIA DATE ................................... !"DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ........................~<3:~.~.!1.€,;~.??........COUNTY ...................B~EAI7 ~F COUN'ry COLLECTIONS ."' HARRISBURG,PENNA.171 27 APPRAISEMENT FILE NO...........................?.?..::::.?..9..:?.;L..9................................ -,.., Whereas,..........................~.E?Dn.~.e.....B:9..~.~+.:~....H.~P.~~F.................................................late of ......................................Cha:r..l~r..Q.t......................................... in the County of ..............................W.?:f3,h~.!.1g~.~........................................................................Commonwealth of Pennsylvania,having died on the ...................................?.Q....t.h............................................day of .....................9.~:t.9.1:?.E:l.:r..................................19..9.9....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...................................W.,.R.~......G.OOD.~.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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureInterest. Unit AppraisementDescription01AnetValuesM~de for Inherllance Tax Purpo.e. $ REALTY: All that certain niece or parcel of land sitwte in Borough of Charleroi,Wa.shington County,Pennsylvania, -- described in Deed Book Vol.1292.t:age 1122.6,000 00 PERSONALTY : Cash in safety deposit box 100 00 JT.HELD:- See copy of awraisement attached 3,607 19 Total 9,707 19 form~v~~hb::::rh~.w(.rll.~l~:.~~o~e~..~~e.b;~~~r.i.e~e~t;;.~e 1~7~ ;;:;~~~~)~~~~~~ (PORt OtBee) - H.....................WA$J!I.NG'J:'QN...County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JENNIE ROZELLA HEPLER Deceased. Late of .»•.CHA.fUERQ;I;. Date of Death,Q.G.t.9P..~~.9,)..9f>.9.. Appraisemel!t Docket Vol.,d..l . Page,f.<9...=.~No .J>J..::.7Q::4L.Q . Filed in Register's OfJice,..~~gh..J.J9..7Q.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.llf Appra.isement, Appeal f,.om Appraisement,. Entered and charged,'",'H"".ti ",f'. 'Il,.