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HomeMy WebLinkAboutOC1970-0393 - ESTATE OF COATSWORTHRCC-B'(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT MICKEY CARNIC (Executor~' IN YOUR RaPLY PLEAO~ RJEP'U TO ) In Re:Estate of NELLIE COATSWQRTH,ala NELLIE L.COATSWORTH Dear Sir: -----.....lll\l,i.lA~S~UI=l_:IblM~C.,;;jT"""O:I_:P)tj_l"County -File No.63-70-393 You are hereby notified that the ori~inal appraisement in the est.ate ot NEU,TE CQATSWQRTH,aka etc has been filed in the office of the Register of Wills Qf Wa sbi ngtQD County on Way 12 ,19 70.Said appraisement reflects the following valuations:' Real Estate __---.-;IS...,...Ol.l.Ol.l.OL...LO....O..L.-__Personal Property __ Transfers -- Total -...5l.J,,Jo.O....O....O..l....lO~Ou.·-_ 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 deato, of six (64)percent per annum is charged. months from date of As to any tax that interest at the rate Any part.y in int.erest who is aggrieved by an appraisement.may appeal therefrom as provided by law. 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"'.....:.-.~'A'·L.t:"~';I'!R:.,;;t41'~~'~~r4~·~;"ol~~.·4·-,DC-.,'~.i";'~.... I \..A '.\Il....,;..,~~~~~~-~~.....'~.-'.....--':...._'.....ti.Jlk......"~)'It -<it.• .... .,'CC-39 (5-68)I, COMMONWEALTH OF PENNSYI.VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of COATSWORTH,NELLIE (Last Name)(First Name) aka etc. (Initial) DATE OF DEATH_5_-_1_5_-__68~FILE NO.63-70-393 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of W_A_S_H_I_N_G_T_O_N _ 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:05-12-70 y~,INHERITAN~E~ REPORT OF THE REGISTER OF WILLS REGISTER OF WILLS 05-12-70Dated:_ 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 great or lesser amount represents the sum allowed as a deduction. 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 3,050 46 VALUE AS REAPPRAISED $-------+_.:... Valuation of life estates or -E COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on $----..---,.,--...----77""-4--- Tax on $3_.L..,O_15_iO_.4_,1°--+__ Tax on $----------1---Tax on $--1-__ Tax on $---------i-- Exemptions=======~~=Total Estate -l-__ TOTAL TAX 2% 6% 5% 10% 15% * $-----.................I-.....~ $:....l.;~_,-.;.::+_U:...I,)=- $--------4-- $--------4-- $--------+-- $---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 $t= Add interest at rate of 6%from_____to $---..J AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $---Jl- BALANCE DUE $----~~ Add interest at rate of 6%from t= ------lto-----$-------1' TOTAL TAX BALANCE $-------1PAID$-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. l... Will l Administration ~No.... IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF l 'f ...................... Late of . County of Commonwealth of Pennsylvania .-... Deceased REPORT AND APPRAISAL ;'- l I Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE May 12 1970...................................,............................................ DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY '!~.~.1.!!~~.~.2~........................BUREAU OF COUNTY COLLECTIONS -.................... HARRISBURG,PENNA.17127 ,,APPRAISEMENT FILE NO•....~~.:..?.9..:..~.~}...................................... Whereas,..............NELLIE.....CQA.T.SWO'R.TH.,.....aka.....NE..LLIE...L..•.late of ................C.a.li.f.o.r.nia................................................ in the County of .....................w.~.~.~~~gJ:..~.r:l...................................................................Commonwealth of Pennsylvania,having died on the .......................................1.5.t.h.......................................day of ...........M.~.y......................................................19.6..8.....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,..............................\1..•.....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 I 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. Unit AppraisementDescriptionofAssetValuesMadeforInherllanceTaxPurpoles $ REALTY:.• As ner annraisement filed 5.000 00 PERS •..- T\mT\&NONE .IT HF.T.n PRR~.- NCYT\TF.T\TOT\TH'. I TDA l\J"'k·IOJ~. NONE NONE I TOTAL 5.000 00 I I i form~~v:~hb~:::7hi:w~aCC<J'~~':u.~o~er~byc.rt~y~~~ppraiseme~made1~2J:--~.........................................................................................,...............................~..................... I ppraiser-............··~......·....·..··......··7...._·....··.............. ber ~treet) .........................··....····....·······"-="'········~......·..·······)7............,....~........,Penna. (Post OtII"e) I ....................\vASHINGTON.County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ''I' NELLIE COATSWORTH aka etc ...........................................................................,. Deceased. Late of CALIFORNIA Date of Death,Ma.y l.5.,.l.9.68 .. Appraisemellt Docket Vol.,~.l3... Page,§.4:::'..§No §.~.:.!.2.:~393 Filed in Register's Office,.......?:':~.?..:::'........19.....7.9 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appmisement,.. Appeal f"om Appraisement,. Entered and charged,.. r- , 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 Allm RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value. Lots 32 and 33 in Samuel Thompson's Addition to California, , D.B.169,page 640,having a frontage of 85 feet on Liberty Street,extending back irregularly 169 to 182 feet, with frontage on alley in rear of 46 feet.Improved with frame dwelling.Designated as 619 Liberty Avenue.For, sourve of title,see deed of Elizabeth Coatsworth to Albert D.Coatsworth and Nellie L.Coatsworth,wife, f\ D.B.687.J-page.-E~Said Albert D.Coatsworth died ,.?"" 19rir'October 25,5,000.00 I is§;F:~I 1(--1 ~J "- /l /];,~"- )IJf6cJ1(J11/)11 A ,p J., v yo .,.........;; Personal Property ~t!,rCf7"~~W -none 0.00 . ,,. \.. ,,,\.t .-,'.. . 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 Estimatednone'ValuEJ .~...0.00 - ., , ., . - ~ Transfers within TWO YEARS Prior to Death none 0.00. -. ,, . .. . -, That at the time of death there "';as no safe'deposit box registered ih de~edent's individual name,or jointly with,or ~s 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 nf'lnA - 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 ESTATEforththisfact.)DECEDENT Grace Dixon daughter yes 1/3,1/1.1/1/2 ? r.'AT-'A·L()~hinQ'et"daughter yes 1/3,1/4,1/2 ~,- Lynn Yuhas granddaughter yes 1/3,1/4-? _Mickey Garnic son-in-law yes 1/3,1/4-,or life estate 1 I RFiSJDlNT DECEDENT -DERTS AND DEDUCTIONS CLAIMED i?OTE'List first five items in the spaces so provided observe notations thereon,and instructions !DEBT OR CLAIM 'NATURE OF SAME AMOUNT THIS COLUMN~------"--"--'----'------·~--'--~-------------------'-----'------fnIREGISTERONLY ~~eenlief &Caleffie Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * $1,333 50 $ 121 f70 125 bo I \ OTHER DEBTS AND CLAIMS Fiduciary commission * Dr.H.D.Kuhns Brownsville Gen.Hospita. Charleroi-Monessen Hosp. Ambulance service Ouimet Monument Co. Tax Collector Tax collector County Treas. (*)See Note below medical services hospital bill hospital bill ambulance bill grave marker 1968 borough tax 1968 school tax 1968 county tax Total 17 BO34BO 53 l38 15 po 125 bo 21 l32 81 bo 22 b4 1,94954 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oj·debt is greater m'"M than th,"bmat,d amount daim'd and allowed.f A{Ii "i''1~... .....cJ,p1:day ,10.·619 Li£~~tfj.j~;';b;~). ..-z.~k-<......t!t California,Pa.15419~es-s "";5"\~~~~~~\~",\'I)~~-(C'ity 'o'r'To~~'~~d 'si~t'ej'."J'V:&\'\\ Appraiser In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to collateral heirs of the decedent after the expiration of any estate for life 01'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 Te:EGISyr;R 0}\1.LLS I,the undersigned duly elected Register of Wills in and for.._.~-:-'-". . . . . . . . . . ...County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts c aimed by depone ,except as to,.items where a greater or lesser amount :::d~";ti;;o71ro;7'~'~'~'d~h~d~':abo".whi'h geeat""'~'M~amount:~'.t,th'.,u~."~~~~ .---U Register of Wills .. ...-J Form No.RCC-62 (7-69) Will .l 3 0 "2AdministrationSNo.....t.~..Year.7Q L-IN THE MATTER OF THE APPRAISEMENT ~ " OF THE ESTATE OF .,~ .:~fJ.:q·;t.~.~.•..9~.~~~.lf!C?~.~~. Deceased-- Late of '....aQr.Ql,l.g}:l..9f..C~.J:~f.Q:r:'p..1.~. County of ...:~.B:~~.~~gton.................. Commonwealth of Pennsylvania CJ.. -~__t. ,......, ..-..::; -.:11 ~::0 c="J _ REPO~~&b AP~AISAL::c -v"):::0 I -(n 0')r-:-iz-·1 rn 1"-'f I I (0 P,r _~ --i :::0 r-S:o_---n ;..",.". \7")-.r:;#'-o """::;1.--•z-u'o»CJ>U'"! f"..I I Thomas L.Anderson