HomeMy WebLinkAboutOC1970-0342 - ESTATE OF MORGAN~----~----"-j--,,~,-.---_._-.._--------------
FornfNo-RCC-,s2 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS AS.,ETS UNDER $10'000.UNDER SECTION 701 OF ACT OF JUNE 16.1961.j
Ef~EC'I.~',.~.A.NUARY 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATT".CHED)",#~J -'l{X -3L/.;.;.,~'
OFFICE OF THE REGISTER OF WILLS
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County of W:4$HIJ.'J~H'ON .
...........P'q~9.IW~..~~N .~P:lj:~,of g~.p ~.)..a •t:q~..lOS.,..';".i.nl~.JlVUle.,..Pa•..
(Name)(AddreBB.'15332
being :luly _.__.J?W_Q.:rn....._.according to law,deposes and sa!s thail he is th~..Legat_ee_....._...._
a/k/a MARGARET G.MORGAN (Elec.,Adm.,Legatff.Etc.)
of the estate oc.Q-.RA.CE._ALBERTS_QN....MOBGAN/__whose last r:sidence was __._._.._.Eo.ut.e...B.a.._..____.(No.)(Street)
..__~Ill9XI;._~.QJ!.~~_11:hP ....._.__.deceased,and that the whole of tre estate of saic decedent,whc·died __.J.:an...__.26_?"__l~·70
(CitY.Borough or Township)(Date)
'onsist:d of:
REAL PROPEF.TY
REAL PR::>PERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENC:JMBRANCES UFON EACH PARCEL AT DEATH OF DECEDENT.
WHERE FROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIV~NAMES.ADDR3:SSES Aim REL..TIONSHIP OF OTHER OWNERS.
Real Estate,Estimated
Value
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ALL that certain lot·or piece of grou~d situate in Uni-:m -
Township,.Washington.County,Pennsylvania,bounded and desc=ibed ,
as follows:
BEGINNING at a point in State Highway Route No.88,on line
of la~d of Dan A.,Nurnber~er'et UX·6'·thOene"e'alon~the'Nl1rn':J~'I,l"~
property line South 390 53'West,160 feet to apoi~t on line of
land ~ow or formerly of Ronald Lee Teu.chteh,et'ux.;'thence alon I
the T~uchten property line'North 51°·36 1 West',172.J2 fee't'to·thE ,
cen~e~line of a 16'right of way heretofore granteQ to Wentell'
ona_uenoerger;thence along the center line of said right of way
North 39 0 53'East,160 feet to a point in State H:.ghway Rcute
No.88 aforesaid;thence in said State Highway Route No.88
South 51 0 36'East.172.02 feet to the point at the place of
beginr.ing.-
EAVING erected thereon a two story fra::ne dwelling.
SUBJECT to all exceptions,reservations and rights of way
as shewn in 'Drior deeds of record./
BEING part of the property devised to Grace Albertson ~h~Morgan.the decedent.by Will of Annie Albe~tson of record in
the Register'S Office of Washington County :'n Will Book 53,/\'-"
pap;e SSO."//'--Jt7 ')00600rA--U171 -'~/03~Personal Property IJ7r·L
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Household Goods $SO.OO"..
,
NO':'E:You may expedite the processing of this return by filing with it,and as a part of the return,
lett3rs froIT,financial institutions or mortgage holders,certifying to amounts on deposit or owed by the
dec03dent as of the date of death.Such letters must be SignEd by a respDnsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
s.ccount at :he date of death and the type of account,account number aLd the exact name or names in
which the ac:::ount is registered.
Jointly Held"Property L·Estimate~.,:'~,,.,,.---------------------'------~-------------'',>i
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NONE
Transfers within TWO YEARS Prior to Death
180.62~feet on a
T
less to property of Dan and.
ALL that certain lot or ieee
ship,Washington County,Pennsylvania,fronting
private ri ht of wa ea S
extending in depth 172.02 feet more'or
Freda Nurnber ere
BEING the same property which Grace ~lberts9n Morgan"the
decedent b Deed dated Au~u 2 ~.o·
Recorder's Of,fice of Yiashi:p.gton C~)Unty in Deed BOOk~VOlum~,,1305;
a e ranted·and.co e
Ann M.Morgan,·his lwife.$750.00
That at the time of death there wa no safe deposit box registered ih decedent's individual name,or jointly wit~,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
None ,,
,
.,
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BENEFICIARIES
RELATIONSHIP SURVIVED AGE OF LIFEBENEFICIARIESANDADDRESSES(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who ha~e illegitimate children STATE YES ANNUITANTS BENEFICIARYaninterest,vested,contingentor otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
JOHN ROY ]VIOR~AN ann MA."RY !it1\T1\T .q",Vl <=>....,n Yes )f"'Ino_)"olof"
MORGAN,his wife dau ~hter-in-law Yes )
R.D.l,Box 108,Finleyville,Pa.15332
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DOLORES ANN KUHN Granddau~hte]Yes onA _VlJ:l1 f'
R.D.1,Box 108,FinleYVille Pa.11)112
DEBTS AND DEDUCTI0NS CLAIMED
NOTE'J"ist first five items in the spaces so provided observe notations the reon and instructions,,-DEB'J;OR CILAIM NATURE OF SAME AMOUNT THIS COLUMN
iKEGISTER ONLY
Garry Funeral Home Funeral expenses paid $70S OC $
Opening grave 130 oc
John ~ov Mor&!:an.Son Family exemption (will not be allowed unle,s
OCdecedentdiedresidingwithaspouseorchileren.)1.000
Administration Expenses •
Counsel fees •50 001
Fiduciary commission •
OTHER DEBTS AND CLAIMS
(.)See Note below
~XXX~IOCIr~MI~xtII
,
NO ACCOUNT WILl BE FILED.
PLEASE SEND BII L FOR INHERITANCE TAX.
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Note:The estEte agrees to advise the Register of Wills if the amount actually paid in settleme:lt of any fee,.:ommission oi·debt is greater
or less ban the estimated amount claimed and allowed.q~
Subscribed and sworn to before me this .~,.(~"./../t~-.~A~/t ~(Executor-I'_dministrator)Legatee
........................day of./I/Irt~,19 ..70 G\.\'6-..R D 1 B 108
C='~.~A -/.1\f.OJ·~~~!.~~~"~O"'."'".•..•..(St~eef~~~beri"'"''''''''''''~~~....-e"O .",-jal'".......'~Y'~7"""."............·SUG';;";''':'''.''.Finleyville,Pa.15332...,,\0".f\O"............
...00••'(City or TO'f;Jn and State)
Having been duly sworn according to law,I do hereby ~if~that t_he aboH appraisemen~is made in c:mformity with law on this
..................yr..dayof ~~,~9 71 ~.n
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In the event bat any future intel'est in this estate is transferred in possession )).enjoyment tJ collateral hei"s of the decedent after the
expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the r:ght to appraisE and assess transfer'inheri-
tance taxes at U',e lawful collateral rate on any such future interest.
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Reg~ster of Wills in and for....;t(.)~.....County,Pennsylvania,do respectfully
rEport that I hav~allowed debts and deductions in the amounts claimed by deponent,-e~~RasttOO'~ttoseitems wher~a greater or lesser amount
is.set forth in the last column to the right in said schedule above,which greater or I~Eser a,ount represents the Sl1lT allowed as a deduction.
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,Register of Wills
Form No.RCC-62 (7-69)
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Will l .
Administration SNo Year .
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IN THE
MATTER OF T~E APPRAISEME.~T
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OF THE
ESTATE OF
GRACE ALBERTSON MORGAN .1'
........................................Deceased .
Commonwealth of Pennsylvania
County·of ...Washington...........................
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A~Samuel Oddi,Esq.,
6313 Willow St.,
Finleyville,Pa.15332
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R CC-BI (2.-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT 1,)F REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OJ APPRAISEMENT
Dolores Ann Kctm.-Infornant
IN YOUR REPLY PLEA'IE
aEFIER TO
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In Re:Estate of _Grace AJb~rtson Morgan ajk/a
______W:..:;a::.:s~h:::in=g..::t:..:.o~n~COu.:lty -File No.63-70-342:
Dear Miss Kuhn,
You are hereby notified that th~__--=o;:r1.:·::.c:&l:z::·::.;n::::a::l:.--------
appraisement in the estate of Gra.ce AJbertscn Morgan
has been filed in the office of the Regis-Jer of Wills qf Washington
County on April 5 ,19..1l.Said appraisen.ent refl~cts'the
following valuations:
Re alEstate __--'-__7~,....5~0~0?a.~C~O'-----
Personal Property ~5~0~.~O~IO~-----
Transfers ....J7'-'5::.:0~.!...:CO:..:·::..-_
Total ~8."..,3.J.:.0~O>!J.LlOO:!:ll..-_
As to such tax that is paid within three m:mths frcm date of
death,a five (5%)percent discount is all~wable.A;to any tax that
remains unpaid after one year from date of death,int.erest at "jhe rate
of six (6%)percent per annum is charged.
Any party in interest who is agg:ieved by an appraisement may
appeal therefrom as provided by law.
Date __-'-A:;J:p:::.r=i=1-'5~,L......:l~97.....1=___
DATE OF DEATH:January 26,1970
Note:This is not a bill.
Sigr..ed
Title
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ALFREJ TOSI ,."tPPRAISER I
per reason,
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R CC-3;l ~.5-68)
cOMMoi-iwEALTH OF PENNSYLVANIA
TRANS=ER INHERITANCE TAX SUMMARY
RESIDENT DECEDENT b..5-V-3~
a/k/a 1-2S-70 63-7°-342
.,
Estate of Morgan Grace A.DATE OF DEATH FILE NO.
(Last Name)(First Name)(Initial)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Yashington ,
Pennsyrvania,do respectfully report that I have appraised the real and personal prcperty as reported in the foregoing return at
the valu::s set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E".
Dated:April 5,1971 ~Cftx~RAISE,(j'..~,
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect-
fully repcrt that I have allowed deductions in the amounts claimed by deponent,exee pt as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which'gfeaTer~orlesser amount represents the sum
aUowed ..a dedoetion.(I ~
Dated:April 5,1971 .~~.1'(~
R'ifGISTER OF WILLS
INVENTORY VALUE AS REPORTED VALUE AS APP~_AISED VALUE AS REAPPRAISED
Real Property (Schedule A)$'1.1)00 JO $7.'i00 )0 $
Personal Property (Schedule B)SO 00 SO 00
Transfers (Schedule C)750 00 750 00
Joint-Heli Property (Schedule E)
TOTAL GROSS ASSETS 8.300 00 8.300 00
Less Debt;and Deductions 1.885 00 1.885 00
(SCHEDULE F)
CLEAR VALUE OF ESTATE 6,415 00 6,415 iDO
Valuation Of life estates or
annuities ....................$t=t=l=ESTATE TAX ASSESSMENTS $
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on $2%$
Tax on $6.4lS 00 @V $1F:L Iqo
,Tax on $5%$
Tax on $10%$
Tax on $15%$
Exemptions *(*)As evidenced by Charitable
Total Estate Exemptic,n Certificates issued
TOTAL TAX $by the Secretary of Revenue.
Less tax previously paid $t=BALANCE $
Less 5%of tax if paid within
3 months afte~death $
BALANCE OF INHERITANCE TAX DUE $LAddinterestI:t rate of 6%from
to $
AMOUNT OF ESTATE TAX ASSESSED $C:E.s tate tax paid $1-BALANCE DUE $
<\dd interest at rate of 6%from t=to $
TOTAL TAX BALANCE $
PAID $
FOR USE OF I.EGISTER ONLY ADJUSTMENTS
i NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Will~;,for pro
same should be noted below,with short explanation.
7Jrf{
Will
Administration (No.
IN THE
Year
------i
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
GRACE.ALBERTSON.MOmAN.
Deceased
Late of .lJNJ:ONniP.~.
County of .WASallJGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL·
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COMMONWEALTH OF PENNSYLVANIA
,DATE A ri1 5 1971..................p......................."...........................:....................,·..·..·..·l
DEPARTMENT OF REVENUE RESIDENT INHERITANCF TAX .........~§:.~.~.~.~g.~.........................................1
r COUNTYBUREAUOFCOUNTYCOLLECTIONS-APPRAISEMENT 63-70-342HARRISBURG.PENNA.17127 FILE NO.................................................................................................
Whereas,..........................................g.r~.~.~....A~9..~.r.~.~.9.~....~9..rg?::!:...?:.!.l~l?-.........b.te of ................_.....~!.!:~.~~..}~~~.l3.~.~p.......................................
i.:l the County of .............................................W.~.~h~g~9.I:l ..............................,........................Commonwealth of Pennsylvania,having died on
t·:te .................................Z..6t.b..................................................day of ............eI.~Wl:IT ...............................,..........19...7.9...,seized and possessed of an estate
slbject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania
Therefore,I,ALFRED 'IDS I an appraiser dt:ly appointed according to law,.....................................................................................................................................,
having been designated to make a fair and conscionable appraisement of the sa.d estate,and to assess and fix
tl:e cash value of all annuities and life estates growing out of said estate,hereby f.le the following appraisement:
In the event that any future interest in this estate is transferred,in possession :lr enjoyment tc collateral heirs of the decedent afterthe-expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the :ight to appraise and assess tre,nsferinteritancetaxesatthelawfulcollateralrateonanysuchfutureintErest.
Unit ApprailOmentDescriptionofAssetValuesMadeforInheritanceTaxPurpoles
$
RR\LTY:
See copy attached to appraisement 7,5CO bo
PEfi-80NAL:
See conv attached to a DDrais ement 50 PO
TRAiJS?ERS :
See copy attached to appraisement 750 00
total 8,300 00
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form~v~fhb~:~:rh~wOTlla~la=:~~o~·~~~~~e7~~;;,.;n.tis7:~e~ii.
A pratoer .
...........................".........................."..............................................................................................................................U)cJ:::;;r;;;:/.................................,Penna.
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·~1TashingtQn .County
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
g~~qE:l A:Lp..E:l:r..t.l:).9.D.MQ;r.g9.n .
Deceased.
Late of
....Union.T.ownsbip..
Date of Death,:L~.~.6~7.O'.
Appraisemcl!t Docket Vol.,J.'it .
Page,/'-..4..::/No 63",q'O~342 .
Filed in Register's OfJice,~Pr..:i,J.,..5 J9 .7:L
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,.
Examined and Approved,..
Wrote abo.ut Appra-isement,..
Appeal f,.om Appraisement,.
Entered and charged,.
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my granddaughter
they need it.
Ann
testc!ment.
WhereE·S at
day of------------
Gcntinued
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'committing unto her ahe administrat:.on of all and
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late of
Register as
Doleres Ann Kuhn
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I hereunto set my hand sectl this
I day of
.r£ttL
IN,WITNESS HEREOF,
:dl_";"'''';::=:....J,_
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,Si~nedt sealed,published and declared
aS,and for her last will and testarrent
,by'Grace AIbertson Morgan,the abeve
named testatrix in the presence of her
',a,nd,of each other t have subscribed our
names hereto as witness on the dRV and
'year aforesaid..
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