HomeMy WebLinkAboutOC1970-0295 - ESTATE OF WICKForm RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF .w.A.S.l.U:N.GTQN..
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the'
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
._the,IngE;!ritance,lin!l ,E_state'Xax Act of 19§1.)
Administrator
::t:l.:::::::::::~~~~-_-:~=::::=}",
G..E..R.A.1P"...wI.."G.K,L.""G"9.,~J.,.,.,G.,~"l.1.t~.r""J:t.,,..P...P...t!..,:J".,',.,.(I"9..,J:l.g."..,:E3,,,:r,~,.J:l.~,.h ..,...:E3,,9,,:r::,.9.~.g.h),..",....,.",
of the estate of the above-named decedent being duly sworn,depose S and say S
Executor
DecedentdJed .P.~..Q.~..m..P..~,.:r .",.,.".,...,..,1,..,....".,.,.,19.J3..~"."..r testate leaving a last Will,copy of which is h,e-reto attached.}(M~~th;""(flay)(Y<;ar)L intestate
otherNaa:t:::i:::r:::r:fseantttao;;::;:}l'ATRONO'GEJSLER "~,,EJ!W.A..R.:p..S..'.".."........""..,."""
whom all correspondence should be P .0.Box ,,6.3.E3,CCt:Lif9:r::l1ia,l?~:rllll:ly~ya.11~<.L
mailed.
That as such ~.~.~..g.:y':t.9.X deponent is familiar with the affairs of said estate and the property con-
(ExI!cutor-Arlmini8trator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in 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
_~I.:.:Nc...;:WH::.:I~C::.H:.....::D.:::EC::E::.:D;::E::.:N:.:.T-=RE::::N.:.;T:.:.E::D~A..:S::,:A..::F..::E:.....:::D:::EP:..,:O::,:S::,,:I.,::T-::::BO;::X:.:...--+.:.:IN::......:,N:..:.A;::M;::E-O;::R::......:,N:..:.AM=E=..S....:O:.:F -+~H;;.:;OLDERS TO DECEDENT
NONE
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached l1ereto and made part hereof sets forth full v and in'detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in tl1e case of savings banks,.and to the date,of decedent's death
in all other cases;all bonds,postal savings,treasury certificates or notes and other-evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designated as tax fre~,of the United States,or any state,or political subdivision thereof,or of
any foreign country,which ar~owned ~t the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works 'of art,l1ousehold furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated
market value thereof;all bonds and mortgal!es held l;Jy decedent and of all claims due and owing decedent
at the time of death,and all promissory note~or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation·as to each item;all moneys payable
to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,'its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.·It should also set forth in itemized form,together 'with the fair m{frket value
thereof,any other property owned or bequeathed by the decedent at the.time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transfe~ee and
all other facts of a'pertinent nature regarding s"aid transfer~."In the cas'e of 'transfers intended to
take effect in possession or enjoyment at or after death,there'is also attached to the schedule a co~y
of the deed,trust.agreement or other instrument creating the trust.Therl~is a.ls~o set f,orth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either indiVidually,orjointly with another,or any power of appoint-
ment vested in decedent,either indiVidually or jointly,by the Will,deed,or other instrwnent of another,
with a copy of the instrwnentcreating s~ch power attached to the sche~ul~.
That Schedule D attached hereto and made part hereof sets forth the na~es ~nd addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement Showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary.
That Sc/ledule E attached hereto .and made a part hereof sets forth all property,real 'and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instrlooents effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof 'sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombst~nes or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of
~..death;taxes accrued charge.able for period prior to decedent's death (except.those.allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for Obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the ,.....
estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and tha·t
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B","en,"En,and "F"as directed therein,·
have been carried forwa~d and properly registered in the Summary.
.....~.1Ifd _..
(Executor-Administrator)
..R D Jt.~.
(Street Number)
..Goa.l C.e.,n.t.e..r,..,P.e.n.ns..y.l.y..9-..n.i.a..
(City or Town and State)..,;"
Subscribed and sworn to before me this .........t:r;;£.....
.............................................day of 19...7P,.
.................~~c;(.
....·~....p~iif~·r~;~~~~OYER,Notary Pub"
California,Washington en,Pa.
My Commission Expile~
.January 29,1971
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
.----.,..----------------------------------:~-
RCC-34 (1-64)
COMMONW'EALTH OF PENNSYLVANIA
DE,PARTME'NT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-·
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule liE".Property hl:'ld by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commo[\wealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with 0 reference to the record of the
conveyance by which the decedent took title;If a farm state number of a·
cres;also statement of mortgoge encumbrances upon each parcel at death
of decedent.Taxes,assessments,acciued Interest on mortgages,etc.,are
to be listed on Schedule ifF"and must not be deducted from this schedule.
NONE
(1 )(2)(3)/
DEPARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTION
DECEDENT'S MARKET VALUE (Do not write
DEATH In this space)
Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
RCC-35
,COMMONWEALTH OF PENNSYLVANIA
~RANSFER INHERITANCE TAX
RESIDENT DECEDENT.
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually _
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKEl'VALUE (Do not write in
this space).
NONE
-
Insert this total opposite "Personal Property",Schedule "B"in X X
the "As Reported"column on the last page of this return.
'-_._",,-.-
FlCC-36
fO\f\IO:\.'\i?ALTH OF PENNSYLVANIA
THJ.NSFER INHEIUTANCE TAX
RESIDE~T DECEDENT .
SCHEDULE "c"
TRANSFERS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no).....;;.N"-O"--__
(2)Did decedent,wi thin two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)_N_O _
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer NO
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)NO
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)NO
(b)What was the transferee's age at time of decedent's death?_~N~OL-__
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)_~N~O~__
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)NO
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others -'-----:-_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)__~N~O~__
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserverl power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of .law?(Answer yes or no)NO
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)NO
NOTE 1:The answers to these questions should be supporter!by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which prOVided in Schedules A,B,or E.
ITEM
I
I
I
II
I
DESCRIPTION MARKET VALVE
(Estimated)DEPT.VALUATION
(Dept.Only)
[nsert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
COAL CENTER,PENNSYLVANIA 15423----
RCC-134 (8-65)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
•,INHERITANCE TAX DIVISI~N
TO:GERALD WICK
R.D.#1
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO A9~INISTRATION
Date:__-,D!.!,;e!.<.,;c~el:.<Jml!!biL!e02..lrL.....>3.u0:Ll'l---Jl.....9~6!...>j9~_
County __W_.A_S_H_I_N_G_T_O_N _
County File No._
Bureau File No._
We have received notice that,~~ex~Mxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
on Dec.4,19 69,you came into ownership of certain property through [
transfer from HRS.ELSIE 1vrCK,Deceased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such tronsfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The property on which tax is hereby ass.essed consists of:Jt.Sav.Acct.#27301 held in the
PITTSBURGH NATIONAL BANK,WASHINGTON OFFICE,WASHINGTON,PA.,IN THE names
of MRS.ELSIE WICK-GERALD WICK.Opened 4-27-67.Balance as of date of death
$5,599.25
appraised by the Commonwealth,as of the date of death,at $5,599.25
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
ASSESSED BY:_
(Agent for the Commonwealth)
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before :Mar.iix4 19 70 you may deduct a
discount of 5%of the amount of tax due,or
o This tax became delinquent one year after the date
of death of the decedent and,in addition to the
tax,statutory interest at the rate of 6%of the tax
per annum is also due as of *_
19 in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum unti I
paid
TOTAL AMOUNT DUE
APPRAISED BY:~Jj~·~e..-LL~~~~~
$
$2,799.63--~----
167.98
167.98
$--------
$===============-
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To insure proper credit to your account
this Official Notice must accompany
your payment.Mail or bring it to:
I
If you have already paid this tax to an executor,administrator,attorney or other personal representative crf the
decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom,
you made payment,their official title and the amount.
Date Paid Name and Address of P,ayee
)"
Official Title .Amount Paid
Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
by you may qualify <is deductions against the gross value of the property in the computation of tax due.If any
such expenditures meet'all of the three following tests,it is recommended that you itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed'and allow
those which'he determines to be proper.The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1-You were personally legally responsible for these debts,and
2-You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3-These same debts are not also claimed,for tax purposes,by an executor,administrator or other
person.al representative of the deceden.t handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY 01=:_
SS:
I,hereby certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent,,for which I
was legally responsible and which I did payout of the property herein taxed.I further certify,that to the
best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF_____________19__.
REPORT OF REGISTER OF WILLS
Signature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
"have allowed deductions listed above in the total amount of $0
Date of Approval:_
Register of Wills
,.
COM\Wl\iWF\LTH OF PENNSYLVANIA
(H \\~~'Fn IXHFltlT,\NCE TA\:
ltF~InEXT PECEDENT "
SCHEDULE "E"
JOINTLY OWNED PROPERTY
I\SrRlTTro~s:Tllis schedule must disclose all property,real and personal,owned by the decedent jointly
wi th another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated tUld.er Schedule
"A"..plus the d.ate and place of record of instrument effecting vestiture..but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of Acquisition,N~me!unit Tperce~~.~gJ--·.Estate
Address and Relationship of Co-Owners,and Place ,Value I Share Valuation
of Record.of Instrument,where _Rea~~state..l ._'.__
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
Feder~
!
I
I
savings Account No.21605,First
as savings &Loan Association of
washington,Washington,Pennsylvania,
1n the names of Elsie Wick or Gerald
Wick,as joint tenants with the right
of survivorshillp1O This account was
established over two years ago.The
amount in the account at the time of
death was $13,998.50,~of Which is
taxable.
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177.79
$2.799.6~~,
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1$1,391.4f6Y
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Insert this total opposite "Jointly Owned Property",Schedule"E"L
in the "As Reported"colurrm on the.last page of this return.It 3&f·/5 -_.~--J
Savings Account No.27301,Pittsburgh I
National Bank,Washington Office,
Washington,Pennsylvania,in the names
of Elsie Wick or Gerald Wick.This
account was established over two years
ago and the amount in the account at
the time of death was $5,599.25,~
of Which is taxable.'/-"7-(,7
Checking Account,First National Bank
of Washington,washington Office,I
Washington,Pennsylvania,in the names
of Elsie Wick or Gerald Wick.This
account was established over two years
ago.The amount in the account at the I
time of death was $355.58,~of which
is taxa ble.
Articles of Agreement,dated October 15,
196J?-between Elsie A.Wick and Noan I
~,her husband,sellers,and I
Raymond Lee Wright and Mary K.Wright,I
his Wife,b~yers,covering Lots No.,
53,54,55 and 56 in the Morningside I
Plan of Lots,in Canton Township,I
Washington County,Pennsylvania,said I'
Agreement being recorded in Deed Bk.
1247,at page 9~The said Noah
ricK'died on ~:i,l 11A 1962..The sa id~Agreement of Sa 1-&-81 :R:i C1cles of
Agreement was assigned by Elsie A.Wic
to herself and Gerald Wick,as joint
tena nt s with the right of survivorship,1
and not as tenants in common,by an !
Assignment of an Agreement of Sale,I
dated April 20,.-1967,and recorded in I
the :Recorder's Office of Washington I
County,Pennsylvania,in Deed Bk.1256'1
at page 7~The amount due on the
Agreemen~as of the date of death of
Elsie A.Wick was $2,782.95,~of
Which is taxable.
....,
RCC-37 '(12-63)
CO~I~t~):'\WE':\I.TlI OF PE;,\:,\SYYl.:\NlA
TR.-\Not~l-'ER l~llEHtTM,l'E TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
\
h
-
BENEFICIARIES AND ADDRESSES RELATrONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
aw an interest.vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
GERALD WICK NONR YR~AT.T.
R.D.#1 .-.-
Coal Center Penna.15423 ,.
..
.
.-
,
.
,
..
~r •
..
.
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
1"'"-----_
~IATTER OF THE APPRAISEMENT
(Executor-Administrator
must complete "As
Reported"column #1.)
Will (NAdministration_~o.
r.-1 THE
OF THE
ESTATE OF
Year
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.Deceased
County of
REPORT AND APPRAISAL
Commonwealth of Pennsylvania
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------------------------------------------------------~
Form RC ColO DF;DllCTlONS ALLOWED IN J
ESTATE OF ELSIE A.WICK
OFFICE OF THE ,v
REGISTER OF WILLe;
THE SUM OF •....•......sll..3.c..9..,..rS:...?
~9J~
Register of Wills,Aa.~t
R.D.Ul Coal Center (Long Branch Borough)LATE OFwash1ngton County.Pennsylvan1a
STATEMENT OF DEBTS
AND DEDUCTIbNS .
COUNTYOFWASHINGTON
DATE OF FILING APPRAISEMENTJ=---=:.t..1.:fJ~_-~?~d=__DAn:OF DEATH Decemher 4,19R9
DATE NO.OF
VOUCH""NAME OF PAYEE REMARKS AMOUNT
William Neal,Funeral Director
Washin~ton Pennsvlvania Funeral Exnen~e~<1:1 .,17 nn
Centerville Clinci Medical Exnenses
Hunt Ambulance Service Ambulance Fee 15 00
patrono Ceisler &Edwards Attornevs Fee Ion no
,Eusse!l MarinOiIKe~i~T.er of Wi Is Filing Affidavit of DebtsandExpenses 3 00
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---+---+--+-------------+-------------+---t---
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
I,Gerald Wick
PHH~~S L.SHROY.ER,Notary PuJ>l)e
C lifornia,Washington ~)".Pa[/
My (;{)mmission Er.plres
January 29,1971
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
GERALD WICK
(Executor ~x:n:~~{mu.m·
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IN YOUR RI:PLY PLEA••
RI:..I:R TO
J
In Re:Estate of ~ELS=:.,;:IE=-::.:A.:.•..,:i:;.::U;.;;C:.:,K:..-_
____~y{wA~sHu..I~r;~jGl..:.'lD:::.:N:.:.._County -File No.63-70-295
Dear :t-1r.Wick:
You are hereby notified that the original
appraisement in the estate of Elsie A.Wick
has been filed in the office of the Re~ister of Wills Qf Washington
County on March 25 ,19 70.Said appraisement reflects the
following valuations:
Real Estate _.......~-::-""="""~=-=-__
Jt.Hel~__-=1=1..z3~6;.;:8.:.:.l;:.::5:...-_
Transfers --=-::--"='""":::-:~--
Total -=11~zL..:3~6.;;;:.8.:.:.l=.:5:-...-
As to such tax that is paid within three
death,a five (54'percent discount is allowable.
remains unpaid after one year from date of deatn,
of six (64'percent per annum is charged.
months from date of
As to any tax that
interest at the rate
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date __~M5!:;ar=..:c~h~2:.tt.5.a.'...1;l;.9'-,J7,.:;;0:....-_
DATE OF DEATH:December 4,1969
Note:This is not a bill.
Title VI.R.CHANEY,
•
;;;CC-39 (i5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX .....
RESIDENT DECEDENT ,
SUMMARY
Estate of t'!ICK,ELSIE
(Last Name)(First Name)
A.
(Initial)
DATE OF DEATH J2-4-.::...69=--_FILE NO.63-70-295
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 itern in the last column to the right in Schedules "A","B","C",and "E".
Dated:__----=0::.,,:3:....--=2L.5----.J7L..:O~_
12-04-69
REPORT OF THE REGISTER OF WILLS
REGISTER OF WILLS
Dated:__~03"'.:.-;;.:2:::..~5-c:...L7..::::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 grea 0 lesser amount represents the sum
allowed as a deduction.
VALUE AS REAPPRAISED
$-------+--
n".IT-l~T5
11,368 15
1,369 52
9,998 63
$-
11.168 15
11.168 15
1.16Q 52
9.998 63
VALUE AS REPORTED VALlJE AS APPRAISED
$
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
COMPUTATION OF TAX
1 "V ,-"~-y~f2..J
FOR USE OF REGISTER ONLY
Tax on $---------t~-A
Tax on $q qq8 6'i ~
Tax on $5%
Tax on $10%
Tax on $15%
Exemptions *
Total Estate -1-__
TOTAL TAX
$
$
$--------+--
$-------l---
$--------+--
$-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 $$---lCAddinterestatrateof6%from_____to _
AMOUNT OF ESTATE TAX ASSESSED $------1L-
Estate tax paid $-.IL-
BALANCE DUE $~l____
Add interest at rate of 6%from
----lto--$--~t=.TOTAL TAX BALANCE $-----~,PAID $....J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same Should be noted below,with short explanation.
Will
Administration !No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
ELSIE...A.WIeR ..
Deceased
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Late of .
County of
COALG.~TER
. .WA$H.INGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
...
..
/..
Fonn RCC-2·
DEPARTMENT OF REVENUE
B~~EAUOF COUNTY COLLECTIONS
HARRISBURG,PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE }~:r.:.~~??'.~.?..79.:..
COUNTY Yl.a.s..h.in.gt..QD .
FlLF;~O......63::.7.Q::.?95...
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Whereas..El.iie .A•....Wick late of 9.9.a.:~,g~ry~~.~.
in the County of w:?,~h.i.ngt..Q:n Commonwealth of Pennsylvania.having died on
the 4.th day of PEJ9..EJ.mP..E3.r.19 ~9...seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore.I...W.~.R.~Q.b.?:.n~y ,an appraiser duly appointed according to law.
having been designated to make a fair and conscionaple 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.
Description of Asset Unit
Values
Appraisement
Made for In heritance
Tax Purposes
$
JT.HELD:
11,368 15SeecopyofScheduleIIEIIattachedtoappraisement1-------::::...;;.-=--=-.:..A.sI..----=.---------------=-=-------------t-------ft------+----
I----------------------------------------+-----H------f----,
Total 1l.368 15
I---------------------------------------+-----H------f---I
WAS HI NGTaJ County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ELSIE A.WICK
Deceased.
Late of
COAL CENTER
Date of Death,.P.E:l.<?E:lJ.l11;).~r...4L..:L..2?9 .
Appraisemel!t Docket Vol.,3.8 .
Page,~.Z.~t No ~?~7~?.25..
Filed in Register's Office,..~.9.h ..4.5...t 19.7'O.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut A ppra-isement,.
Appeal f,.om Appraisement,..
Entered and charged,
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