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HomeMy WebLinkAboutOC1970-0341 - ESTATE OF CHANEYForm No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER tlO,OOO.UNDER SECTION 701 OF ACT OF JUNE 16.1961.J EFFECTIVE ,JANUARY 1.1982.(FILE IN DUPUCATE WITH COpy OF WILL r\TTACHED)./!....._~~3 -lc -Y'r/Y OFFICE OF THE REGISTER OF WILLS WASHINGTON.County of . ........YlILLIJ;\M .R•..CHJ\~X of 9.~~~~PJ . (Name)(Addresa) being duly S!oJORN..according to law,deposes and says that he is the A_DMR_o._ "(Exec.,Adm..Legatee,Etc.) ANN K.CHANEY .157 SHAFER AVENUEoftheestateof.._whose last residence was - . .•--------- (No.)(Street). ________.s]~E.ER.s.._J1QR.Q .deceased,and that the whole of the estate of said decedent,who died }J~_!:_~~Q.1__J26 9 (CitY.Borough Ot Township)(Date) 'oflsisted 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 One-half (!)interest in lots 155,157 and 159 in Maple.View Plan in Speers Boro,Washington County,Pa.,on which is erect ~d a six (6)room frame house and unfin~shed tile block garage. Having a market value of Nine Thousand Dollars,($9,000.00)as a whole.One-half (-k)taxable for inheritance tax purpose -..JJ only.(Held as joint teneants with the right of survi~or~h~R'J)}tt y~OO. 1ft. and not as tenants in common.1/"-....~-(j'4,500.--/r~---- Personal Property () CASH 738. 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 mus-:be signed b:1 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 .jalue""- .1:NONE .,- . - Transfers within TWO YEARS Prior to Death "NONE ... .... .- .; That at"the time of death there was no safe deposit box registered ih decedent's individual n:lme,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,wib the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BC'X RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX _..IN NAME OR NAlotES.OF HOLDERS TO DECEDENT NONE - 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 \vIT,T.TAM R r.HANRV BROTHE R YES . RESWEN!f~ECE;DENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five item~in the spaces so provided,observe notations thereon,and instructiotls., Funeral expenses paidSchrockFuneralHome DEBT OR CLAIM;"NATURE OF SAME AMOUNT THIS COLUMN.-------=::..::::::::..:~~=:.:.:..::.:....---------.---------:~..::....::.=~::........::==-=------,-----=-=.::.=....::....::....::.-'--=r-iRiKEGISTERONLY $1,642 ,1 $ Familyexemption (will not be allowed unless decedent died residing with a spouse or children.)1,000 t~O Administration Expenses • Counsel fees • Fiduciary,commission • OTHER DEBTS AND CLAIMS (.)See Note below 471 00 2,090 69 10 00 42 40 25 00 206 70 20 00 200 00 Professional Service Hospitalization Letters Admr. Spray Services Grave Marker Professional Service Nursing Care Dr.Jos.M.Young Charleroi-Monessen Hospital Russell Marino,Register Colonial Flower Shop Rev.Frank Bodner Simon White Son Dr.Doud Lissie Wood \,~.'Total 5,708 30 .~.~......U~Jf··L...'I.r."" (Executor-Administrator).I~1:!4A2 /~_.fiA.I..#...... ...~r~'·'7JfSYreet"f:M~, ...i i y jil~'~i;1it;~ r,,'i'l~' Note\',The ~stat~-ag.l';e:;,~;6';advisethe Register of Wills if the amount ~ctually paid in settlement of any fee,commission oi·debt is greater ,01'less than "f~e"eit';n?ated amount claimed and allowed._~"~f~{c3;~.'!~.'~';'~ ~cS b'~d'd':'',~&f thO 31st•II SCLI e an .:c~wo):n~o;;.e ore me IS........ /~_,~,~~'__,r ~-~F . c.'"'':'\.-/March 70.~"~'.CO""":'..:,_~.:daY of ,19 .. ...........:..~~;1 Rcfu~""""""""'" Notary Public.WashIngton.w~shln~. Having been dU:J:~cording to law,I do herebY~;the above appraisement is made in conformity with law on this ....................~dayof ~:._.._,~,=199~.._~.~.L_~~..7k...~ ApprRiseJ' In the event that any future interest in this estate is transferred in :Jossession or enjoyment to collatera eirs 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~;:GISTE F WI I,the undersigned duly elected Register of Wills in and f~~"County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depone except to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above,which g7eater or sser a oun represents the sum a~sa deduct·ion. Dated:.~~....;1<,/.~/d........~.. Register of Wills _,':~.::IN.:~E ;"-, •...•-.•.....".....·~r •...;:..._:t-.:"I ,.,.MA~T~R".OF 'THE APPRAISEMENT, ! Form No.RCC-62 (7-69) Will,,-,Admin~.str;~~iori· ~... I .,~ I , ,..! < <.-.'\C' L l~o.'.~r3 ]i/.;_'.~.Year'.7.0. ..OF.THE ~\•\.~'\."l'"!'"~""" .'",.:'('I'I:~(I'I'I"<.(,1.......-...•:-1./''1,....../'-;. :\.,0....fl.""'."'-:t"J I............-~..:: l'.. .).:.".I;C j \'\'.~," «."",".",.,'(;• <I J....'...r r /.-.::~;'".....':../"'........""t:I't::'\(1 "/1/1/,1 ~t:..)\,\\' ,IIIHII!I\\\\ ESTATE OF ._:. f_:-- ~c.,c;; '<; :.. -~ .~ ...... ...............~.......~..... ........'...."......... .. ..-:.. ..... .. D_eceased L" Late of:,-:": ,..' . ( County of''..':~. - C0lJl!ll0nwea~th"of Pennsylvania- ;~EPO~'~~..AP~~IS'AltlcJ?;Jg',~,,~ ::C""';'(n ~~-,-f./'l(Rj'~.t,2;-i .., ..~'..FJl ;:~.~:'..).",d=?r''''-.,...,.. :;z:is..t-1",,~-o.~o ,'}~-::ro~:;o .. .~tt~~:'}>i:n \9l .< - " ~."'*., .-..~.... . RCC-S I (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUHTYCOLLECTIONS INHERITANtE·T.t~X DIVISION NOTICE OF FILING OF APPRAISEMENT '. IN YOUR REPLY PLEA8S Rinil TO j ,l,. t In Re:Estate of ---::A.:.:.N=N.:....:.:K:=.~_C.:.;'HA;;:;.:ll,;;;;lE;;,;;·y;..._ WASHING~UN County -File No.63~7o.34l Dear Mr.Chaney: You are hereby notified that tho!oricdnal appraisement in the estate of Ann K~Cbenqy has been filed.in the office of the Register of Wills,Qf '<lasl1illljton County on i·tarch 31 ,191Q..'Said appraisement reflects'the following valuations: Real Estate _-.;..~J.,:O';.,;.J,5~O.:::.O&.:.OO::::.l:·~__ Personal Property_~7~3~~~+~aQ~__ Transfers --,.-..,......,....."..,,...-__ Tota1 ....----"'"5:.z,.::::.2~38~~l:.::·80:;::·~_ As to such tax that is paid wit~in three months·from date of death,a five (5.)percent discount is allowable.As,to any 1iax that remains unpaid after one year from date of deatn,interest at the rate of six (6.)percent per annum is charged. Any pariy in interest who is ag~rieved by an appraisement ma1 appeal therefrom as provided by law. Date ~Ma.~.~l".::::;ch~,..o:3~1.a,_1=..97oU·;..::0:....-_ Title DATl'~OF DEATH:M:arch 20;1969 ~TA'L'E INSOLV~T Note:This is not a bill. RCC-39 (5-68l ~COMMONWEALTH OF PENNSYLVI\NIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY' Estate of CHA_N_JE_Y--=,'---__A_m_~K_.DATE OF DEATH_3:::..-...;,.2:,.:0_-..:...69.:...-_FILE NO. (Last Name)(First Name)(Initial) 63-70-341 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appot~ted Inheritance Tax Appraiser in and for the County of v-lashington Pennsylvania,do respectfull!,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". 03-31-70 03-20-69 Dated:___--=...L-..L=.~.=-_ REPORT OF THE REmSTER OF WILLS REGISTER OF WILLS Dated:0=-34.-.....3=1'--7.!..'0:::....-__~._,__ I,the undersigned duly elected Register of Wills in and for 1rlas.tLngton County,Pennsylvania,do respect- fully report that I have allow;:d 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 er or lesser amount represents the sum allowed as a deduction. VALUE AS REAPPRAISED $-------+--4,500-N 738 30 5,238 SO 5,708 30 Insolvent VALUE AS APPRAISED $ CLEAR VALUE OF ESTATE INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedll1e E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) Valuation of life estates or (*)As evidenced by Charitable ExempHon Certificates issued by the Secretary of Revenue. COMPUTATION OF TAX $ t= $ $ C $ $---------4--$---------4-- $----------4-- $-------+-- $-------+.-- $======== $====~ $------.1 2% 6% 5% ___·-----J-I~ TOTAL TAX BALANCE :-----~~ PAID $-lL BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%f[~m_____to _ AMOUNT OF ESTATE TAX ASSESSED $.,.....-----I Estate tax paid $---..1 BALANCE DUE Add interest at rate of 6%from ------lto----- Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death FOR USE OF REGISTER ONLY Tax on $---------4-- Tax on $---------t-- Tax on $---------4-- Tax on $---------4--Tax on $-+-_..........i5% Exemptions========I== Total Estate --1--__ TOTAL TAX FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF' ......NJN...l(~..GI:IAN.Wl:.... Deceased \', ~ I' •p Late of ...... County of CHARLEROI .....WA$.H+NOT-QN .. Commonwealth of Pennsylvania REPORT AND APPRAISAL '\ p ·~ Fonn RCC-2· •DEPARTMENT OF REVENUE BUREAU OF COUNTY CO~LECTIONS.."- HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Kd.i.!.9.p J.J.::."+..?79.. COUNTY "W.~.~h.~,l}.gt..9I!.." " "..-.... FILE NO..93.:::7.9:.3..4.+. Whereas,AD.n.K Q.l?,Q.n.~y late of Q.h.~~~.~Q.~.. in the County of ..v.~q,1?.ht.pgt..9JL Commonwealth of Pennsylvania,having died on the ~Q t.Q.day of J1.;;r..9..h 19 ~.9...,seized and possessed of an estate subject t.o 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 poss~ssion 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 AppraisementDescriptionofAssetValueiMadeforInheritanceTaxPurposes I $ I REALTY : One-half interest in lots 155.157 and 159 in Maple View Plan in Speers Boro,Washington Count~,Pa., on '''hich is erected a six room frame house and unfinished tile block gp.rage.Having a market value of $9,000.00 4,500 00 PERSONALTY: Cash 738 80 I I I < i ESTATE INSOLVENT Total .5.238 80 . ~ form~;V~fhb~~::rh:sWOl"ll·d~o~=,~s~o~~~~~§:s~=en.t~~e~~,-<' Appra;;21=Z ·..·_·:..J{!.~~~~:::~·:~t.~~e:t)_···::::::::::::::_::.·.·:::_.:::::.:,......;~~:~...d (Post Oftlee) .................................WJ\.$HJ..NG':l'QN..........................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANN K.CHANEY Deceased. Late of CHARIEROI Date of Death,.)~~h ?QJ J.9q.9 .. Appraisemcl!t Docket Vol.,.3.$.. Page,N o ?~.:?.'?:}4:?::. Filed ill Register's Office,l.1i:l.x.G.h 3.J".,19 .70 Anwunt of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal jt-om Appraisement,.. Entered and charged,. \ i ;> it