HomeMy WebLinkAboutOC1970-0437 - ESTATE OF DAVIDSONI ~~';';~~1i~~~~::;~~~:~~A~;Lw~:~:~:;~~,':~':""'R "t~~~;~~;~;cr 6FF:';,-:·:'j
•OFFICE OF THE REGISTER OF WILLS
County of ..y{4~ijl~9:rP.~:..'
.....Hilda .D •.Wagn.e.r :.'of HickD.I:y.~.Fennsy.lv.anaa .
(Name)(Addreaa)
bei~g duly 5.WQI:n .according to law,deposes and says thag>he is the 9.~~gh!;~I _
(Exec"Adm.,Legatee,Etc.)
of ~---.F.RAN.C.E.s--M.--DAV-ID-S-O-N---------------whose last residence was ---------
(No.)(Street)
___Hi.ckory_,_J?_ennsylv.aJJ.i.a.deceased,and that the whole of the estate of said decedent,who died J~m.l~I.Y_-.z~--19..p9
(City,Borough or Township)_(Date)
consisted 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
Lots of ground situate in Mt.Fleasant Township,Washington County,
..(-"-~nna•.known and designated as Lots Nos.1 and 2 in the Stunkard .A
Plan of record in Plan Book 3 oage 170.held as ioint tenants by I ?J
'00 ()V'
0·deceased and deponent (See Deed Book 1285,page 1082)~.,-5~•--~/",
J"A.)-/::'tH..t.&4~~....
J"",
,-.,/
I ()v .~~/J7hA {L;fA.fl~~..q~~:~~t/I
f ~-fI ............£<........,..../(,//..-"i/'-~.--
!fff~~/aj}//"l)
,1/
Personal Property
NON E
~[:),-,
(
;-."..""\I,
,.-
,L ,...-I ,.
.-(
,-
,..,
j':'u -j',
~...
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 Estimated
Value.•.'.'\.-
SEE PROPERTY T.T~rT'l<'n TTNnRR RRAT.-~_.-
,
,c.,,
Transfers within TWO YEARS Prior to Death
I .,..!~,fSEEPROPERTYLISTF.n TTNnRR RRAT.
I C,•,jL.,;...,.,.".1.:'.',,...\..\'..-,,
0 11'....,
'..,;:~:..,',0:0 .....
That at the time of death there was no safe deposit box registered ih 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
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
BENEFICIARIES
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
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
LOUIS DAVIDSON c::.nn Yes None
R.D.Avella.Penna.
NORA JEAN SIMPSON DauR:hter Yes None
-Hickory,Penna.
RENZIE DAVIDSON Son Yes None
R.D.t/1,Hickory,Pa.
EARL KLINE DAVIDSON Son Yefl None
R.D.1H,Washington,Pa.
TANH''!'Vt>c Nnnl"
Westminster,Colorado
HILDA D WAGNER DauR:hter Yes Entire
Hickorv,Pa.
.'.
'.
\
RESWEN~DECEDENT DEBTS AND DEDUCTIONS CLAIMED
NOTE'List first five items in the spaces so provided observe notations thereon and instni'ctions .."/,;,,
DEBT OR CLAIM .~NATURE OF SAME AMOUNT THIS COLUMN
iKEGISTER ONLY
William G.Neal Funeral Home Funeral expenses paid $951 45 $
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *,ICounselfees*
Fiduciary commission *
OTHER DEBTS AND CLAIMS I(*)See Note below
Canonsburg Hospital Hospital Bill 3,519 88
Washington Manor Bill 275 00
Dr.Inghram,and others Doctor Bills 577 00
WID.E.Speakman Funeral Home Ambulance 20 00
.Aritficia1 Brace
I
60 00
'.
"
I
I
Total 5,403 33
-
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlen:ent of any fee,commission or debt is greater
...I",thon th,"timat'd amount daim'd and allowoo.~uf}.~
Subscribed and swom to before me this Jrd ',..,.........~.~..(Executor-Administ~~t:/.
(Street Number)
.........Hickory.,.Penna 153.40 .
(City or Town and State),
in conformity with law on this
....~.';?r Vr(ApprRiser y.\.'
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral rs 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 I'ate on any such future interest.
is set forth Z I.a~t,umn to the right in said schedule above,which greater or
Da"",~...-i':tf.j£/CL.
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 amou s claimed by deponen ,e cept as ose items where a greater or lesser amount
l'amo nt re resents the sum allowed as a deduction.
..................'7h.~..
Register of Wills
Form No.RCC-62 (7-69)~
.'
"Will
Administration INo year .
1
IN THE
MATTER ~OF THE APPRAISEMENT
<..'.'
<,r ').
I"••,.,,,..#-,t'\·
,
/../
ESTATE OF
OF THE
.......~~~~~.'~".I?~Y~P~.~~.
Deceased
Late of H!cko:cy .
County of,<;'~a.s.1~~~g1;=~!l'";..~..:.ti~.~.:.....
""-.......,I 'f ..•t;:;fTl~~;'"Commonwal6~~cr.Penn~r!va~I~::~.-:.:<::--(,/').7"'::;t
G:)rr;::'~l ~~_..
:::..;Ai ~...J i:;--'
',...J"'..J
REPlJR,!:AND APRR4ISAL:2:it L;~;c>-·..~
~J ~:..-:;-:!'-(PJ 0
n,.,.,
E ~'f>...:=<c'..
'4!=it;
C':l ~
,::)"'1:.
""!ii,
:-;....
~~
to::'
cr r::t To!-::=;~.
C"t,~
f....oJ
t.•.,;
"
{..
'""
\
.t
R CC-BI (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE .
~BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
HILDA D.VIAGNEIl.Informant
IN YOUR REPLY PLEA••
REFER TO
J
In Re:Estate of --=-F::.,:RA:..:.;N:.:..C::.,:I:..:S:..-.:;:.:H:..:.;.-=DA;..;.V.:.,:I:..:D;.;:S...::°..:..;N _
______..:..:W::.:A:::.SH:..::I~N:.::::;G:..:T:...:Ql\::.:J County -File No.63-70-437
De ar Mrs.~vagner:
You are hereby notified that the original
appraisement in the estate of Frances M.Davidson
has been filed in the office of the Register of Wills qf Washington
County on April 24 ,19~.Said appraisement reflects the
following valuations:
-1Real Estate .....:6~,OO=O:::.J'L::OO~_
Personal Property _
Transfers -,-...,......,...".......,......,,.--_
Tota1 ....,.....---::6::..2,...:::0~0.:::.0=...:.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 (5%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e A_·p~r~i=::1=---::2::.::1/*1:..2.---=1,-,-9..L..70.:::....._Si gned l:...l""A<::....:...-!..lI,.:-~-..::.l:::::l.:::L..<:';j!...~f--~""-....I
Title \~J.Fi..CHANEY,
DATE OF DEA TH :January 7,1969
Note:This is not a bill.
c>CC"39 (5-68l
ftOMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
estate of DAVIDSON,FRANCES
(Last Name)(First Name)
H.
(Initial)
DATE OF DEATH 1-7-69 FILE NO.63-70-437
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax A.ppraiser 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 itern in the last column to the right in Schedules "A","B","C",and "E".
04-24-70
01-07-69
Dated:------''----'"''---',------
REPORT OF THE REGISTER OF WILLS
~~
REGISTER OF WILLS
h llll W
6.0OC 00
S ,LO"Ti
59t 67
VALUE AS APPRAISED VALUE AS REAPPRAISED
$$-------+--
NoneCLEARVALUEOFESTATE
Dated:-:0.;.,;;'4--=24""--_7'-'0:...-_
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 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 g e or lesser amount represents the sum
allowed as a deduction..
Valuation of life estates or -t=.
FOR USE OF REGISTER ONLY
Tax on $---------:~r-I~,,__~
Tax on $596 67 ~
Tax on $5%
nX~$lK
Tax on $15%
Exemptions *
Total Estate--------l---
TOTAL TAX
COMPUTATION OF TAX
$------=-.,--+-::r,~
$""-'35"---+1.;:..;8(0:.-
$-------+--
$-------+--
$--------+---
$-----_--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 :::::::::::::E====
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 $L..-
Add interest at rate of 6%from
to $--t=TOTAL TAX BALANCE $------.PAID $_
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.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
FRANCES H.DAVIDSON
Deceased
Late of .
County of
HICKORY
~IASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
..
/
Fonn RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE ...............April...?A,......J.:97.9....
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX-..................Wg,§.hi.P.g.t.9.!.L.............BURtAU OF COUNTY COLLECTIONS.•....:,COUNTY ...............
,...~.-APPRAISEMENT,,/HARRISBURG.PENNA.171 Z7 FILE NO.............9.3..::..7.9::.4.3..7.........................I
II
Whereas,.......................................Fran.c..~.s...M.......P.~yi.Q,.?.9.I.L .........................................late of .........................................~~.?~~.?"!..........................,
...................
in the County of ...................................~i!l..1?@ngtgn .............................................................Commonwealth of Pennsylvania,having died on
the ........................····.·....7....t.h...........................................day of ....................~a.:~~.cr.r.Y................................69 seized and possessed of an estate19............,
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.............................Jll..R.•....Chan.ey...............................................................,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 deeedent 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
Tax Purposes
I
$
I REALTY:I
I,-
LCbts of ground situate in Ht.Pleasant T1rJp.,.-
livashinQ'ton County.Pa••known and designated as
Lot Nos.1 and 2 in the Stunkard Plan or record
in Plan Book '3.nage 170.6,000 00
Total 6,000 00
I
,
II
,
form~;~fhbl:~::~h~w,:,aL~~~w,~a~:rer~~~~erti~~;;~e=en~~d>~
Appra
I
····..········Z·~·..~······.........................................~L<&.r~::;"..................................,Penna.
·..........)JJ.\.SFP)DTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.FRANCES J1~P.A.Y~P.?9I~.
Deceased.
Late of
HICI<::eRY.-.
Date of Death,J.:f.3J1:tJ.gr.Y .7..L..19..9.9..
Appraisement Docket Vol.,~.t:.
Page,~../...~..t?'.No 93..~.7Q::.43.7..
Filed in Register's 0 fJice,..Apr..U ?4..L..19..7Q.
A11wunt of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abartt Appra.isement,
Appeal f,.om Appraisement,.
Entered and charged,.....
,
\,,
'.
•