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Home My WebLink AboutOC1970-0331 - ESTATE OF LEWISI'I I I .... Form No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER '10,000.UNDER SECTION 701 OF ACT OF JUNE 16.1961.j EFFEC1.iVJ!:.,JANUARY 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) ~... OFFiCE OF THE REGISTER OF WILLS County of .wJ}.saJ;J;\f~'l;'ON.. .C.lq.J:".a..Ma.e.:Lewis.McDowell of 1319,:",:-.7.1s.t.St••..Miami..Beachy ••FJ.a~. (Narne)(Addre88) being duly SWQrn .according to law,deposes and says that he is the Info.on.ant.._ .(Exec.,Adm.,Legatee,Etc.) of the estate of~~EY ?-_~_~~_':l;!?.§!_!:~_:_~y~~_!:~~~!.'l~~ose I~st residence was __~_?_Q_Q __R9J).~int~.:.w(--n---RQ-gg-------------(No.)Street) ~_~~_~_~~~.:!__~~_~~_~_:.deceased,and that the whole of the estate of said decedent,who died __J?-~~.~~~E-)-~L 1969 (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 RELATION'3HIP OF OTHER OWNERS. Real Estate Estimated' Value One half interest in and to two oarcels of land in Union .~d./ Township,Washington County,Pennsylvania,held i .r1JJJl6~as a olnt I.•.•IIr'~~utenantwithrightofsurvivorshipbetweenMaryElizabethLycett ; Lewis and Clara Mae McDowell.See/Deed Book V01ume 859 oaae .tI ·$4,500.00..J .-P~~""f -:L.>.if'"~V"428.Total value:!:1$2.250.00) "-77 cr ,./",- 1~oJ..l.; , I (f''I ,/•~/IIJ!·.I(J 'y,,.., .I 1J~//6~~/j,J~~. \_~ (If!fl,'./.a ....;:;>(~fl ~A,•--- rl~fAO -~'d U '/~CJ~'~k1-r- V ..-/''-"t , .-/' Personal Property , .-.•-~.-~.--. .' ... .., .' 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 c.eposit or owed by the . decedent as of the date of death,Such letters must be signed by a responsible officer of the financial J 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.__~ I",~._--~----,~--,-;----,---------~-----------------------------------"" Jointly Held Property Estimated Value'. .''.-~. .>- i . - . ..> • Transfers within TWO YEARS Prior to Death 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:- 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 - 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 - - RWIbENT DECE;DENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items iT the spads so pr~ided observe notations thereon and instructions.,, DEBT OR CLAIM NATURE OF SAME ,;-.f.M.:OUNT THIS COLUMN Home KEGISTER ONLY Walter L.Kennedy Funer~l'uneral expenses paid $1,455 96 $ Family exemption (will :lot be allowed un:ess decedent died residing with a spouse or children.) Administration Expenses • Bloom Bloom Rosenbera Counsel fees •35 001 &Bloom Fiduciary commissic·n • : OTHER DEBTS AND CLAIMS (.)See Note below I , I I I ----- Total 1,490 96 (Street Number) (City or Town and State) Note:The estate agrees to advise the Register of Wills if the amount actually paid in settle ent of any fee,commission oi'debt is greater or less than the estimated amount claimed and allowed.~},~?!Le& ..,.f"~.'~I '~.Subscl'lbed and sworn to before me this ..~.9................(!/J/!!t . . .....:.:.\~. •(xecutor-Ad tntstrator) ......................:,..;:YOf ..n~~.....,191.0.'.-ft'y-",~V...........~:;t.~~!~;;. M'{CCMrAISSION EXPIRES APR.6,1970 CCI..UES i ",..bJOFi roBLD .......DIESIELROFCSI Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this...................s(~dayof ~.~~.,19.Z~~ ..du:,f.,.~r~..~~:i'ier· In the event that any futw'e interest in this estate is transfeITed in possession 01'en:-oyment to collate al heirs of the decedent after the expiration of any estate for nife or for yeal'S,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. County,Pennsylvania,do respectfully ,except as to items where a greater or lesser amount sser amou l'p ents the sum all~deduction. ............~~-o Registerof Wills Dated~~;t;;.../Y7ti . REPORT OF TH~R~GISTE I,the undersigned duly elected Register of Wills in and for....~a~.t"C-<~~V'-~?-- report that I have allowed debts and deductions in the amounts claimed by depon is set forth in the last column to the right in said schedule above,which greater 0 -'---~"'."""f"-- -::,'1 .' -! I, '-,., ~ Form No.RCC-62 (7-69) WillAdministration }No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased 'Late of . 'F'.,. ".) ~V) I'f\ r\ ,1~ .I,'\'{\-,' \~ ..' ~-~"\..f,. ~ '. I'I .~~' ,., " ~#._~ County of ','. Commonwealth of Pennsylvania REPORT AND APPRAISAL I (' f r- I. t{ A~! { I ( t ~~' ~i'!-'- ll· ;/-'-- /~-~~~ -o';.f . -//.,>: <::P ,.~, ,'. ,. R CC-S'(2-64) COMMONWEALTH OF PENNSYLVANIA "DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR RIPLY PLEA•• RlnR TO NOTICE OF FILING OF APPRAISEr~NT CLARA MAE LEtfiS l"1cOOWELL Informant J In Re:Estate of ~MA~R:.::;;Y:o.....=3L=I=ZA~B:.:::E;:.;:"T~H:...·.::::L},;:;,;:C:::.:1:;:.;:T-::T--=IE=-WI=S~ _____\.:.:.:NA:.:::S::.:.H~I;::.NG:::.T:.:O:.:.N::..._CO".mty -File No.63-70-331 Dear 14rs.l-lcDowell:. You are hereby notified that the original appraisement in the estate of Mary Elizabeth Lvcett Lewis has been filed in the office of the Register of Wills Qf Washington County on March 31 ,19 70.Said appraisement reflects'the following valuations: Real Estate 2..",.:::.2~5.:.:0....00=__ Personal Property __ Transfers --------:--:"'::0:::-=---Total ,-.---::2:.z•.::2"'-50:::...:..;.0:.;0::...-__ As to such ~ax that is paid ~ithin three'months from date of death,a five (54)percent discount is allowable.As to any tax that remains unpaid after one year from date of deatn,interest at the'rate of six (64)percent per annum is charged. Any pariy in interest who is aggrieved ~an appraisement may appeal therefrom as provided by law. Date ~Ma:::;r::...;c~h:......::3=1.L•...;1:;.,97'-l..,;;:0:...-_Signed ~~..:..Lll_~~~l..a:1.2..l:4-_~~-J'( Title 'V'I.R.CHANEYC, 'DATE OF DEATH:December 19,1969 Note:This is not a bill. ..... ·'RCC-39 (5-68) COI-J.MONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY }·1ARY ELIZABETH LYCETTEstateofLEWIS, (Last Name)(First Name)(Initial) DATE OF DEATH 12-19-69 FILE NO.63-70-331 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","8","C",and "E". Dated:~03..L-~3~1=--.J,-7~0 _ 12-19-69 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for v-lashington 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 la'st column to the right in Schedule "F",which gre r 0 lesser amount represents the sum allowed as a deduction.'~rA.A'A'.A'~') Dated:03-31-70 "Hi'........VV REGISTER OF WILLS VALUE AS REAPPRAISED $-------+--7_L')U UU 2,25C 00 1 .1<g(g6 75 04 $7.7,,\(()() 2,25C 00 1 I.Ot of... 75 04 '- VALUE AS REPORTED VALUE·AS APPRAISED $ CLEAR VALUE OF ESTATE 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) Valuation of life estates or (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. _c $ -t= $ $ 1= $ COMPUTATION OF TAX $------..,.-4-- $--=b.::I:.o,5::....+~Sb._ $----------4--.:..- $-------+--- $----------4-- $====~ $-------1 $====~:=;:::: ___---ll- TOTAL TAX BALANCE :-------11- PAID $....Ji=: BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $-------l Estate tax paid $---..1 BALANCE DUE Add interest at rate of 6%from ------I:to----- Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death TOTAL TAX FOR USE OF REGISTER ONLY Tax on $-+__~ Tax on $?r:;g OL ~ Tax on $5% Thxoo$lK Tax on $15% Exemptions * Total Estate -l-__ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No . IN THE ...Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARY ELIZABETH LYCETT LEliIS Deceased ( I I. v ~I,.. ~ oJ'- ,...."t Late of . County of FINEEMVILLE Wf\..$H.:I:.t-P.-l'QI'iI.. . Commonwealth of Pennsylvania REPORT AND APPRAISAL ., "f c,' ,- Form RCC-2· DEPARTMENT OF REVENUE ~ ItVREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~@:r.9.h 3.1.t.~.<t.7..9.. COUNTY Wa.s.hing..t.QH .. •FlL£NO...9.3...::7.Q:3.J.J . Whereas,M;;.r.y.~g.~.!1p..~t..h J,y.~.E3.~.~~~~~.~late of f..W~y.y;j,.;J.)':':E3... in the County of Wa.s.bi.ngt.o.n Commonwealth of Pennsylvania,having died on the .J...9 t..h day of .P..~.~.E3.m.P..E3.:r:19..9..9.,seized and possessed of an estate b'ttl h .t T d th If'h C lth f P 1suJec.0 n en ance ax un er e aws 0 t e ommonwea 0 ennsy vama; Therefore,I,................................w..!.R.~......G.hiID.~............................................................,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 lu!reby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ REALTY : One half interest in and to two parcels of land in Union TO"!JIIl1ship,\'-lashington County,Pen.""lsy 1vania,held as a .ioint tenant with right of survivorship between Mary Elizabeth LYcett Lewis and Clara Mae HcDowell. See Deed Book Vol.859,page 428.2,250 00 I i I, ,.i I Total 2.250 00 I form~;V:.':~hb~~::J:h~wC>rll.:1}.:lI~~.~.~o~e~e$~~":~~r~i;:~t~;iE~ .~~ ZXi r~mber and Street) ......................'"........................................................................,Penna. (Post OtIlee) W~.$.m:NGTON .....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of lif.tARY ELIZABETH LYCET'I'LEWIS................................................................................................................................. Deceased. Late of FINLEYVILLE Date of Death,.P.~g.~.~~~~.1.1969 Appraisemel!t Docket Vol....~..i .. J •••••••••••••••••••••••••••••••••••••••••• Page,£.1.=.7 No.63.::7.Q~.3..3..+. Filed in Register's Office,..Mar..ch...J.l 19.7.Q . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,.. Entered and charged,. " \ . ~ .~ t P'