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Home My WebLink AboutOC1970-0415 - ESTATE OF HESS(*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. $---------4-- $---------4-- $---------4-- $---------1-- $---1.__ /)\~~r . SUMMARY DATE OF DEATH 4-3-70 FILE NO.63-70-415 RT OF INHERITANCE TAX APPRAISER ce Tax Appraiser in and for the County of ~Washington , appraised the real and personal property as reported in the foregoing return at st column to the right in Schedules "A","B","C",and "E". UJl~~IJ~INHERiTANCE1"A:APPRAISIfR , ORT OF THE REGISTER OF WILLS f Wills in and for Washington County,Pennsylvania,do respect- e amounts claimed by deponent,except as to those items where a greater or the right in Schedule "F",which gl'Jer or lesser amount represents the suml~~~) REGISTER OF WILLS AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$ 'i1,l 00 S1..1 00 'iJ,l 00 'iLl 00 1.272 70 1,272 70 ESTATE INSOLVENT t=t=t= COMPUTATION OF TAX $ VALUE $-- ESTATE TAX ASSESSMENTS $__ TOTAL TAX FOR USE OF REGISTER ONLY Tax on $---------1--2% TU~$'6%~ Tax on $5% TU~$lK Tax on $15% ~~pti~s * Total Estate ....:...._~-_ annuities.. . . . . . . . . . . . . . . . . .$__ CLEAR VALUE OF ESTATE REPO Dated:__1_2_-3::....0-~7_0 _ RCC-39 (5-68) REP COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Valuation of life estates or 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) I,the undersigned duly elected Register 0 fully report that I have allowed deductions in th lesser amount is set forth in the last column to allowed as a deduction. Dated:__~12_-....::3,-0_-..:..7_0 _ I,the undersigned duly appointed Inheritan Pennsylvania,do respectfully report that I have the values set forth opposite each item in the la Estate of....!H~e"-!so!..!s~--"H~o:!2w~a~r:....:d~__--=F:.....~ (Last Name)(First Name)(Initial) Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::t==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from to ---C$---AMOUNT OF ESTATE TAX ASSESSED $. Estate tax paid $I BALANCE DUE $ -...JL- Add interest at::te of 6%from $--------IE TOTAL TAX BALANCE $------l. PAID $-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. Will t...No.Admmlstration IN THE Year . '" MATTER OF THE APPRAISEMENT OF THE ESTATE OF JIQWAfl,PF..HESS Deceased Late of . County of FALLO\IJFIELD TitlP. .)iASlfU:JGJ'ON Commonwealth of Pennsylvania REPORT AND APPRAISAL ,.. Fonn HT;C-2 ~December 30 1970 , !.,.-COMMONWEALTH OF PENNSYLVANIA DATE ......................................................J.............................. DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ......J.l.?:.e.h.:4Jgl9.D........:.....~..........COUNTYBUREAUOFCOUNTYCOLLECTIONS ......... HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•63-70-1166............................................................................................. I Whereas......................................HQY:f.q,r.g....f.........H.~§J?...............................................................late of ..........f.~.~J.:?~.?:.~.~.~.....J.~.!...................................... in the County of ......................................J:f.q,§.h:t.rn.t..9.?1.............................................................Commonwealth of Pennsylvania.having died on the ...................................t..h.~J::4............................................day of .....................!\P..~?::J.::.......................................70 seized and possessed of estate19.............an subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I.It/.R.CPJUJEY 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-'~.H:-'I lII[AT,• See copy attached to appraisement 541 00 Total 5h.l 00 I , ESTATE INSOLVENT , , ., '. : I I form~V~~hb~~::~h~sW<>rn~CCO~~:~.~:re~~~~~e~~?:e~tis?:~~ Appralller ..............,....,............................................................................................,.....,........................................." .........................~a.A~~.........................,Penna. 1.1.Cl:.s.f.1i.:I.Jg.~C:>~County •RESIDENT INHERITANCE TAX APPRAISEMENT Estate of 'HH Howa:t;'d .J:i'.•..JIf3.f3.~ Deceased. Late of .",...f.!:lJ:l,pw:f.:i,l?~g ...'l'WP"""""""""""H"""'" ~:;a;:el~:~:/~~;~;;H';~'~~'~~'~3?'H""""H"""""H""-,.....................................................• Page,HHt£-:::J.....H...H..H..No........~?::::7.9.:~~?H ....... Filed in Register's Office,P.~.?..L.?.g 19.7.9... Amount of tax due,$H :.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f,.om ApPr:aisement,H •.. Entered and .charged,..H HHHHH H .. ". r I '103 -7tJ -1 IS__:)· -.~~"_.-..... W ILL i; I'·11.II I,Howard Fo Hess of Fallowfield Township,Washington:, 1i County,Pennsylvania,do hereby make and declare this my last .. I appoint my daughter Elizabeth L.Billick execu- All of my just debts and my funeral expenses shall The rest and residue of my estate I devise and 3~ 2. 1. We,the undersigned'witnesses,subscribe that while we IN WITNESS WHEREOF,I have hereunto set my hand and seal the above instrument and declare it to b~e his last Will• L.Billick,Georganne Muniz,and Howard Charles Hess. <. ,.., itiI:Hill: ,\il,IiI'i! II f.j be paid as soon as convenient a ter my decease. 11Ii. Iil .II bequeath to my three children in equal shares;that is Elizabth 11I:I.;!Ii III jl trix of this Will. ,\ II,I II IiIi this 7th day of August, i:I; I"Ii . I!!;'\ '!II\,Il . ,l!'II'II !i ,were in the presence of Howard F.Hess we did witness him sign I[I,111.i'' !IiiilIiilII . ~-Y',',.''',-\1-",-.-'..:"/' .I! Ii .bIiIIt,':,'1..'il H. II~~!!: t..:~f":,."~.~~~,~':.,ir : ..Ii..'.'\,l}.•;~ ,f '{.;; •o.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000.UNDER SECTION 701 OF ACT OF JUNE 16.lMl.J ECTIVE JA!{UARY ,1,!962,(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) ,.' OFFICE OF THE REGISTER OF WILLS County of .W.ASRLNGTON.,.,.,.,,, , ,:~~i.~~?~:t?!-:~,~i.l~~?~,. , ,,.,,. , . , , , , , . , , ,. , ,"of ?~~?~~y'~.a:y'.P.r.i:V:~~~1!~~.~l1",~,~i,~9~fl:,8,~7H~ (Name).(Address) being duly ~~~!'_~.according to law,deposes and says thatEhe is the ~~_~_~~!~~_~_ (Exec.,Adm.,Legatee,Etc.) of the estate of JI9.w:gr_9__E!H~§§whose last residence was----------------------------------------)-----------------------(No.)(Street ___E~:u.Q_wJt~J_(;LTm~al$_h;i.P..-----.deceased,and that the whole of the estate of said decedent,who died _Ap_rU__S_~~1_0 _ (CitY,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRAN<i:ES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES Aim RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value NONE c,-'J ~.~ 11 ~'to I-f& ~\.~r -r ~...~ Personal Property Checking account -Western Pennsylvania National Bank, New Eagle Office 541.00 ::: -.,,.."!.,.•-.....;:t _.~--'-'~ ~.c',_,....,~"e-o ~~ c:~-r ~,.~ '2 0_ or " I C ..C -',,' NOTE:You may expedite the processing of this return by filing with it,and as a part ofthe return, letters from financial institutions or mortgage holders,certifying to amounts on depositor owed~bythe° decedent as of the date of death.Such letters must be signed by a responsible officer of the financfal 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...'Value .,J NONE - '::\.'r,-'~ ,c:: c::,.. r - Transfers within TWO YEARS Prior to Death NONE - That at the time of death the're was no safe deposit box registered ih decedent's individual name,01'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 Western Pennsylvania National Bank Howard F.Hess - BENEFICIARIES BENEFICIARIES AND ADDRESSES, RELATl,ONSHIP 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 NQ:)AT DE;ATH OF IN ESTATE...forth this fact.)DECEDENT Vera B.Hess Widow Yes c/o W.S.Billick,R.D.#1 921 Billick Lane,Elizabeth,Pa. - .Elizabeth L.Billick Daughter Yes R.D.#1,921 Billick Lane Elizabeth.Pa.15037 and also 7035 SkYway Drive. Tucson Arizona 85718 GeorQ'anne Muniz DauQ'hter Yes 2630 E.Farr Street Tucson,Arizona 85716 Howarn Charles Hess ISon Yes 4.1 ?~Pip'Y'nnin+A, Erie,Pa.16509 DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions 392 bo$Funeral expenses paidBeboutandYohe DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMNr-----~~~~~~~-----..,--------~:..:..:::~~~==-----,----.:.:=::..:::..:~--miKEGISTERONLY $ Vera Hess Familyexemption (will not be allowed unless decedent died residing with a spouse or children.)250 00 Peacock,Keller,Yohe &Day Administration Expenses * Counsel fees *35 00 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Hamot Hospital,Erie,Pa.34 81 H.Charles Hess Repayment of money advanced for father's hospital entry fee,pastor's fee,death certificate,etc.80 89 Dr.Brockmyer,Erie,pa.Balance due 480 DO Total 1,272 70 (C2.ty o~Town and St::te) 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 01'less than the estimated amount claimed and allowed. ~Subscribed and sworn to before me this /S.. ............rj....day of .. ,191.Q9Y!.~.'w::~:.'~:;:~~,~,:,::,~:,~~~I~~~isi~;;i N~;';b~i . J..I ...~My Commission Expires .....•............................................ February 28,1973 Having been dUl~orn according to law,I ddlerebY certify that the above appraisement is made in conformity with law on this ................QAJ~....day of......LX.~~..'ld'./)';);~~_..,f}.. ............;:r/.c.:J~~~.. In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent aftel'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 THE R}:yISTER OF WILLS I,the undersigned duly elected Register of Wills in and for ......4)a.A.h~....;County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed bYd;;o~e~t,"cept-as to those items where a greater or lesser amount is set forth in the l~t cOlumn_to the right in said schedule above,which greater or lesser a.~u t represents the ~u~edas a deductio, Dated:.../Q....c30 ...2r:/..................... ...l.......,·..d ........~LJ... Register of Wills J! 0) u ... IN THE l,OF THE INo Year ..' . "J ESTATE OF ,) ./l,,","\'l'~?'I., U ::::--,l •.::::l c::::::l>rn :::0 (J enG")c::'=='.,....-......-.,--(j)l"T1:=(f)r~f')'"'•Z -i;:";.-r"~':C)r:;i _. -l ;:}!,...<"'j'""r--)0 \...._.# Z ~~~":;~"c-;;,,;..- 0 ;;;~~-'-o-r-Z <::::>\)r-0);>CO r"'o...l U::. MATTER OF THE APPRAISEMENT ......~9WA~.I.>.:f ~~$~. Deceased () REPORT AND APPRAISAL u Fonn 1\'0,RCC-62 (12-66) Will . Administration lJ ,J Late of (fi'allowfield Township................................................................ Common~ealth of Pennsylvania CouIity of .,Y'!?-.~.~~I?-g~<?p..J)••••••• d ,J lJ U '.j uJ C, li .J _____________1 ..,, RCC-BI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEAOE REFER TO ) NOTICE OF FILING OF APPRAISEMENT Elizabeth L.Billick Hmvard F.HessInRe:Estate of------.,--:------------- _____...:W~a~s::.h:.::i~ng~t~on:.=__County -File No.63-70-415 Dear 11rs.Billick, You are hereby notified that the wQr~ieg.j~na~l.l-------- appraisement in the estate of__~H~o~w=a~r=d~H~e~s~s __ has been filed in the office of the Register of Wills qf Washington County on December ~O ,1970.Said appraisement reflects the following valuations: Re al Estate _ Personal Property 5~4~1~.~0~0~_ Transfe r s -=-=--=---=-=_ Total ....,......5:.::l4:::1~.0.::::;0:::....-_ 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. Dat e D_e..;;.c_em~b.:..e~r;---:3:...:0~,:......:::1~9...:..7..;;.0 _ TitIe \lJR COOney. ESTATE INSOLVENT DATE OF DEATH:April 3,1970 Note:This is not a bill.