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HomeMy WebLinkAboutOC1970-0408 - ESTATE OF SKAINEOFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION / Bureau File No. Date:April 9~1910 County WASHINGTON County File No._){O)lOlWAIlELA,PENNSVLVANIA 15063 TO:JOHN SKAINE AND RICHARD K.SKAINE B,D.#"HAZELKIRK ,RCC-134 (1-6 6CON'rMUIWEAL f ENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION We have received notice that,~~.a=3~X'UCUt on Marth 30 19--ZCfO~t'O'Owners ip 0,certain pro~rty through'~4?,.""",• ~5!_trabafer trom EMMA ell 5KA ",ocul$d.' Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers 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 assessed consists of:'l!wo (2)W-.tom 2(lIl1tlyl'YAnia National Bank Srwings Beeds #1719$1 aJ4CI 1'1961 lSluod to HRS.EMMA SRAINE or JOHN EMMl\SKA.INE JOHN SKAINE and RICHARD SKAINE*Botb mUdt 8..1p), appr<lI sedor flie tommonweaIth,as of the da te of death,at $2,000.00 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT ---$1000 00 hl\)]d 4ft Bah,Deposit Bolt #680 in the·WESTERN PENNSYLVANIA NATIONAL BANK.MONONGAHELA OFFICE.MONONGAHELA)PA.,Box,:reciotol'od,MRS. DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $---1.&.-'yJ.O.u.O~QL.o-,Ulao~$---_._--- AMOUNT OF TAX DUE 60.00 Ii]If you pay the'above amount within three (3)months of the date of death of the decedent,or on or before ~n~30 19~you may deduct a discount of ~oPthe amount of tax due,or D This tax became delinquent,fifteen (15)months after the date of death 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 UCTIONS TO TAXPAYERS (Agent for the Commonwealth) *If the taxis not paid by the above date additional interest is due at the rate of 6%per annum unti I paid TOTAL AMOUNT DUE , '~)J /' APPRAISED BY:~~~Z-LL::::::k::::~~~~- $ 57 cr-cJ 68.00- $-================ Make checks or money orders payable to:To insure prop~r credit to your account this Official Notice must accompany your payment.Mai I or bring it to: AfbH F!P rm:Cor;;~?GNWEAtTH cm-mr HOUSE t',;fASHE~GTOf~,PEN filA.1530J If you have already ~aid this tax to on executor~administrator,attor~ey or other personal repre~'i.a of the decedent for forwarding to the Commonwealth,Irst below tbe date paid,name and address of the.to 't41om .tt you made payment,their official title and the amo'tlnt .. Date Paid Nome and Address of Payee Official Title Amount Paid Under certain circumstances,if,after the dote 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 as 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 on 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 some debts are not also claimed,for tax purposes,by on executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee.. SCHEDULE OF DEBTS Dote Paid Nome of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ 55: I,_hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,I 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 some debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THI5 DAY OF____________19__. REPORT OF REGISTER OF WILLS Si gnature 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 $ Dote of Approval:_ Register of Wilis I Form RCC-2·April 15,1970~.-COMMONWEALTH OF PENNSYLVANIA DATE .....................................................,..............,................ DEPARTMENT OF REVENUE ,ivASHINGTONRESIDENTINHERITANCETAXCOUNTYBUREAUOFCOUNTYCOLLECTIONS.............................................................................................. HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.63-70-408........................................................................•........................ i Whereas,E}~lA C.SKAINE MONONGAHELA.....................................................................................................................................................late of .......................................................................................................... in the County of ................J!A,§.BJ.NQr..9N.........................................................................Commonwealth of Pennsylvania,having died on30thMarch70.the ......................................................................................day of ...................................................................19...........,seIzed and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,............................................1'1.........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 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 AppraisementDescriptionofAssetValuesMadeforInheritance I Tax f'urpo••s $ JT.HELD PERS... - TivO SAVINS BONDS,#171957 and 171961 held n the ,mSTERN PENNA.NATIONAL BANK,~fONONGAHELA OFFICE,MONONGI HELA , I ~. in the amount of $1,000.00 each.Pur.2-18-67.in the m mes of EMMA SKAINE,JOHN SKAI1TE &RICHARD SKAINE (BOTH ~1UST S GN. One-half taxable XK:~~X f'.XXX 1,00 D.OO Having been duly sworn accOf<Mng to law,I do hereby certify tift th'iabove appraisement is made in ~B-formity with law on this................................day of ................................P..~.~.......................:fl~:.....................19......... ~-.....................................................··············.kI······..·..·················..····..··Appraiser I..................................................................................................................................................... (NUmber and Street), ................,.....................................l\lASHTNGT.QN ...............................,Penna. (Post OtIlee) , ...1vASHINGTON....County t. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of H".•••...E:MMASKATNE.... Late of Deceased. .MONONGAHELA . Date of Death,N.ar.ch 3.0 ,1.9.7.0 Appraisement Docket Vol.,}.~. Page,No §J.~.7.0-4-08 Filed in Register's Office,4_-l5 19 7-0 Amount of tax due,$. DEPARTMENT OF REVENUE· Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,. Entered and charged,. , ( , ., IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 18.1981.ICATEWITHCOpyOFWILLATTACHED) ,, ICE OF THE REGISTER OF WILLS County of ...W.ash.:1Rg.t(m........... ..................of ..Ii~f:.e.:I.1<.:i.:r;1<.,••MPAOn,g(;lh.~1a.,..Penna........ (Address) ccording to law,deposes and says that he is the______L_~g-'~I:.t~_~____________________________________ ..(Exec.,Adm.,Legatee,Etc.) ____.________.__________..whose last residence was _...3_5.3__.Ihir,d___S_tr.e_e1._________.._______._. (No.)(Street) ce"'d,~hOl'of th,"Iat,of ,oid d""d,nl,who dind ..!1~!'S,\l;;J,_Q.,....l~70 .~,~//~p;~/. STATEMENT OF MORTGAGE ENCUMBRAN(!;ES UPON EACH PARCEL AT DEATH OF DECEDENT, OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. j Estimated Value 0 N E - 0 N E processing of this return by filing with it,and as a part of the return, OFF N Personal Property N Real Estate REAL PROPERTY IN PENNSYLVANIA.WITH WHERE PROPERTY HELD AS JOINT TENANT ____._D.O.IlQ..r:a .._.de (CitY,Borough or Township) consisted of: being duly ?_~g.!:n..a of the estate of.:§~~§!.§~_9:.~!J:.~_ (Name) John Skaine ................................ Form No.RCC·62 (2·641 THIS FORM REQUIRED EFFECTIVE JANUARY 1.1982.(FILE IN DUPU f).;...- NOTE:You may expedite the letters from financial institutions or mortgage holders,certIfymg 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 nanies in which the account is registered. Jointly Held Property ._------~----------_.._--....------.----..------_.. Estimated Value 34093, Skaine Total V 5 251.66 Two 2 Western Penns lvania National Bank Savin Bonds Numbe ed The amount of each bond was 1 000.00 and the individual liability on these bonds has been~~rior to the date of this ,/ 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT N a N E 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,contingentor otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT .Tnhn C::k-~;np R n #2 Mnnnno::lhela Penna Son Yes One-Half Richard Skaine.- New Eagle,Pennsylvania Son Yes One-Half I I I RE~DENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions. Funeral expenses paidBebout&Yohe l,O DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN.-------=-=-=---=-=----=-.:=:..::.=....----...----------"-'-==--.::c.=----=---'----'--------,---...:......::c...::..:....:::,---IoiKEGISTER ONLY $1 1 nQ IQ S $ Nnnp Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * None Fiduciary.commissi0I!* OTHER DEBTS AND CLAIMS (*)See Note below Charleroi-Monessen Hospit~l Final Hospital Bill 58 76 National Ambulance Servic~Ambulance Fees 25 00 Daniel Smith Room and Board 100 00 Harry E.Isaac Engraving Grave Marker 14 00 .' Total .Monongahe.la ,..P.enn.syly.an:i..a . .(City or Town and State) Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission 01'debt is greater ,,'''''than tho "tima"d amount da;m.d and allow.d."j)~. Subscribed and sworn to before me this 1Qth.............JS •••I/rt~~.,?::(Executor-Administrator) John Skaine .R•.D.•...#.2.,..Box .53.7.. (Street Number) ...........: 0 day of June ,19.7Q .....G;:>.~';J;ARK~','' . MO ONGAHELA,WASHINGTON COUNTY MY COMM I.SIGN EXPIRE~APRil 9.197. Having been duly sworn according to law,I do he'in conformity with law on this ...................~.~~/.day of ~~~..·.·.·.·.(Zj,·L.·.·.·.·.·.·..~·,....".,.'.,.-a'~~Zt.-..4t f>~ Apprai'?'' In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to collateI'irs 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 TIJ.B:;R¥ISTE I,the undersigned duly elected Register of Wills in and for ..C.~.~..County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent cept as to those items where a greater or lesser amount is set forth~'the st column to the right in said schedule above,which greater or ser am~epresentsthe!um allowed as a deduction. Dated:~~pp /Y2.d.......I.~~e.~~l&. /'.Registerof Wills ,j .' Form No.RCC·62 (2·64) WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF E~..SM+~A De~~~~~'...... Late of ..:q9!1.q~fl.;J..r.~I}~.~f;'!Y:a:l):j..a;.... County of Washi!1g tan . Commonwealth of Pennsylvania REPORT AND APPRAISAL TEMPbS:J ...Li\'jONS ATTOH :AT LAW SECOND Ai'ojD CHE.SS STS, MONONGAHELA,PA. f"~f'r-"'"..~~r-·U·•l,.."'_1, '70 JUN I'M1 10 03 RUSSE Ll },U~,i~!N0 REGISTEH OF WILLS WASHINGTON CO .•PA • R CC-8\(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ' BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEADE REFER TO J JOHN SKAINE Informant In Re:Est ate of E_MMA_...,.;-C"-o_S_KA_I_N_E _ __-"--W_AS_HI_N_G__TO_N County -File Noo 63-70-408 Dear Mr.Skaiene: You are hereby notified that the original appraisement in the estate of Emma C.Skaine has been filed in the office of the Register of Wills qfWashingtan County on June 22 ,191Q.°Said appraisement reflects·the following valuations: Re al Estate _--'---,...,....-__ Jto Held ~__----'5::...lz~2G:5l=•..;::;66~_ Transfers ---:_-..,.-:--__ Tota1 -'--__-,.----.,;.--<It..5:z..:.2:::,..5::::l:.!..~6.:::.6__ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date :...Jun=e=-..:2:;:2:...2z'--=1;...::97..J...::,0---- DATE OF DEATH:1t1arch 30,1970 Note:This is not a bill. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of SKAUm, (Last Name) EHJfJA (First Name) c. (Initial) DATE OF DEATH__3_-_3_0-_7_0_FILE NO._6_3_-_70_-_4_0_8_ REPORT OF INHERITANCE TAX APPRAISER Dated:0.::....6.::....---'-2:.....2:....--'-7..::..0 _ 03-30-70 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","B", "C",and "E". QJ·,fR~PRAI&~ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for 1nlashington 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 greater or lesser amount represents the sum allowed ..a dedoetioo./:J, Dated:06-22-70 ~L !2t~ REGISTER OF WILLS 5.251 66 5,251 66 1.367 71 3,883 95 $ 5.251 06 5.251 66 1 167 71 3,883 95 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$-------+-- 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 FOR USE OF REGISTER ONLY Tax on $---------+--A Tax on $1 ~P.1 g t:;C2::b) Tax on $5% TUM$lK Tax on $15% Exemptions * Total Estate -J...__ TOTAL TAX COMPUTATION OF TAX $-----...,....--4-- $....::2::../~1.!.41~a::t.lJ._ $-------+-- $-------+-- $-------+-- $---.L__ (*)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 $------tL- Estate tax paid $---JL- BALANCE DUE $----~~ Add interest at rate of 6%from t= ------lto-----$-------1 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 .{No. Administration ~ IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF EMMA C.SKAlNE Deceased Late of . County of . HONONGAHELA WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ", ---- Form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE June 22 1970........................................................'-................................................. ~EP~R!MENT OF REVENUE .,~RESIDENT INHERITANCE TAX •·COUNTY ...................Y.l.?:.~:h.~~.~~..............................., BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.....................?:?::.7..9.:::4.9..?...................................... ( Whereas,........................................&W1A....Q.~.....§J5.A;I;,~.............................................................late of ................................1~¥:~~'.::c.l.a................................................. in the County of ....................................~i.§.~.h.~~gt.9.~.................................................................Commonwealth of Pennsylvania,having died on the .........................................?.Q....~......................................day of ..................................M:?J.:.<::f1...........................19....7.9..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...........................W.~.~..!.....G.h?:g.~.y.....................................................................,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 hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpOles I $ fiT.HELD: Western Pennsylvania,National Bank,Account #3Q093, , in the names of IvIHS.EMI"IA SKAINE OR JOHN SKAlNE lUm RICHARD SKATNE ,/2 T<>v<>'hlt=>Balance as of date of death, $10,503.32 5,251 66 ~ Total 5.251 66 I Having been duly sworn according to law,I do hereby c~~that the above appraisement is made in ~- I formity with law on this ·····················4~·dayof······.••·.•·.•••.......•;3%...:Z·.·..·.....·..·~..·.·.............................Jt;~~ Appraiser ............................,......................................................................................................................................~.~~A ~er and Street) Penna............"..,..........................................................,d (Post Office)- , "V'IASHING'IDN County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of mi1MA C.SKAINE Deceased. Late of DONORA Date of Death,p.Ig,..:r.Gh...3..Q,J97.Q . Appraisemei!t Docket Vol.,...,J.2... Page,gl.~.l No ??~.79.::4.9..?.. Filed in Register's Ofjice,...:J.W1:E3.??,J9 .79 Amoun.t of tax due,". -DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement,. Appeal f1'om Appraisement,. Entered and charged,""".• •