HomeMy WebLinkAboutOC1970-0472 - ESTATE OF DULANYForm No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000.UNDER SECTION 701 OF ACT OF JUNE 16.1961.jEFFE~IVE .JANUARY 1.1962.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)
.....~.'~.....
OFFICE OF THE REGISTER OF WILLS
WASHINGTONCountyof-~..~
...........~~.~~~..~~.~1!~~.~of ~~.~C;:9~.q '~~.'".~~!3p.~~~C?~,.R~~A~Y~Yf1p:i.8;,..
(Name)(Address)
being duly ~.w.9_r.!!.according to law,deposes and says that he is the ~~!':_~(~_~~_~_~~~~_
•. ."•.(Exec.,Adm.,Legatee,Elc.)
of the estate of__g_h§.~_~~_~_:~!"__~~_~!!Y_~whose last residence was-------!-------------------~-~-~~~-~---~~:--------------.(No.)-'(Slreell
__W_~~~~g!2~_,"------.deceased,and that the whole of the estate of.said decedent,who diedR.~f_.~_~...._JJHL~..t._
(CiIY.Borough or Township),'.(Dale)
.ansisted 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
NONE.
,
-;..
~....
"..,.....-_.
-'...-_.,-
Personal Property
NONE.
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•...~...
A one-third interest as joint tenant with Ralph E.Dulanv and Ruth E.Lutes ..J
-'"'-
in Saving Account at First Federal Savings &Loan Association of Washington.
Total amount on deposit owned by the above three persons on date of death of
"--{;,.,_.....,;-....~...
Charles'A.Dulany was $10,934.71 of which one-third or $3,644.90 belonged
to the decedent,Charles A.Dulany.
.~.........
The surviving joint tenants are the son
an'd daughter'of decedent and the account was opened on February 16,1965,
No.19097.$3,644.90-
Transfers within TWO YEARS Prior to Death
·"1NONE.b.'..,
,
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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DE;CEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
-
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 ESTATE
forth this fact.)DECEDENT
Ralph E.Dulanv Son Ye~One-half
4 Second St.
Washington,Pennsylvania
-
Ruth E.Lutes Daughter Yes One-half
313 Main St.
Greenville,Pennsylvania
RESWENT DECEDENT .,......DEBTS AND DEDUCTIONS CLAIMED
NOTE ·~·L'ist first five items in the spaces so provided,observe notations thereon,and instructions
Hummell Funeral Home Funeral expenses paid
.;Ul/\n nnn.1 ......14'n"l .........
l----.:'..--------.:":-.----------iFaimly exempfton-(withrot-be-a+lewed-lffitess-
.~ent-4icl-residing-wiih-a-8pQ:useor children.)
Register of Wills 3 00~~~~~!~~§~~=====~;t~A;d;m~i~n~istratiorn_E_xp_e_n_s_es -·----------~=:::::==~:.:.:+-:_=_+--A~Q~f4~~4~;V_';•AL _280.00'~.../1/..,,1_Counsel fees *
Fiduciary commission •
OTHER DEBTS AND CLAIMS
(.)See Note below
Rev.Thomas Lowther
Mrs.Donald Brady
D.McCarrell Dunbar,M.D.
Bureau of Vital Statistice
T.B.Association
Kurtz Monument Co.
Funeral Services
Maintenance
Medical Services
Two Death Certificates
Contribution Pledged
Marker
10 00
60 00
16 00
2 00
2 00
110 00
Total
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater
su:::::h::dt~:o~:i::~::m~:::i:l..m~.and allo~'d..../#&/LfJ::.~i .
11'April 70 4 Second St.. . . . . . . . . . . . . . . . . . . . . . . .day of ,19 ...................................a ,{)'.;-/(Street Number)~~;:r~~~;.·1970········~~.~~.~~~.~~'..~~.~~~~l.:~~~~.
Washington,Washington County,Pa.(City or Town and State)
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this
..................................day of ",19 .
ApprRisel'
In the event that any future interest in this estate is transferred 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 transferinheri-
tance taxes at the lawful collateral rate on any such future interest.
..~E~ORT OF TH~IR~~ER WILLS .
I,the underSigned duly elected Register of Wills In and for W.,."",".,.~..;.County,Pennsylvama,do respectfully
report that I have allowed debts and deductions in the amounts claimed by depoJ'itint,except as to those items where a greater or lesser amount
is set forth in the last column to the right in said schedule above,which greater or lesser amount re resents the su»;ed as a deduction.
Dated:./h~}..~~.-7 ..~..................(j.-:~;~-t::?.#Register of Wills
\
'(,
,Form No.RCC-62 (7-69)
'Will
Administration }No , .Year,, .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
'CHARLES A.DULANY
.........................................................."0 ....Deceased
Late of .WASHINGTON...........................................................
County of .WASHINGTON......................................................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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Jay W.Troutman.Attorney
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'.
/.
RCC-SI (2-64)
~..COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8£
REn:R TO
J
NOTICE OF FILING OF APPRAISEMENT
RALPH E.DULANY ,INFORMANT
In Re:Estate of C_HA_·_R;...L_E_S_A_._D_U_L_A_NY _
/
____---:.:W~A:.=S~H;I:.:.NG.::;.T.:..O;;.:N:.:.....County _File No._6_3_-_7:,,-0-_4J 2
/;'
Jt.Held Real Estate -......---1'-E~~W'l----Personal property 3~,~o_4_4__.g_0_.__
Transfers ------1'-E..,...,.I--t'W'l--....--Total 3-~,o_4_4_._g_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 deatn,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.
May 4,1970Date _
Title
Dec.29,1969
Note:This is not a bill.
Date of death:
.l/CC-39 (5-68l
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
63-70-472FILENO._
(Initial)(First Name)
Gstate of__C_HA_R_L_E_iS_A_o_D_U_L_A_NY DATE OF DEATH 12-29-69
(Last Name)
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 reliort 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:5-4-70
REPORT OF THE REGISTER OF WILLS
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 greater or lesser amount represents the sum
allowed as a deduction./J ~-~M -t...J'__~
Dated:5-4-70 ,~oV""......-vvu
REGISTER OF WILLS
2,331 40
$
j.04li-~u
3.644 90
1.313 50
2.331 40
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
annuities.• • • • . • • • • • • • • • • • • . $r-
ESTATE TAX ASSESSMENTS $-----C
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
_c
$
t=
$
$C
$
COMPUTATION OF TAX
$-----..........~+--r.rn-
$------=-=~-:.-~
$-------+--
$-------+--
$-------t---
_~__L-
TOTAL TAX BALANCE :--1f-
PAID $-JL
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6%from_____to _
AMOUNT OF ESTATE TAX ASSESSED $---~-----i
Estate tax paid $_
BALANCE DUE
Add interest at rate of 6%from
-----~to-----
Less tax previously paid $======BALANCE $__
Less 5%of tax if paid within
3 months after death $========
TOTAL TAX
FOR USE OF REGISTER ONLY
Tax on $2%
Tax on $1.111 40 6%
Tax on $5%
Thxoo$lK
Tax on $15%
fu~ptioos *
Total Estate !--_
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
......
Deceased
Late of .
County of
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
...
I
\
J"
Fonn RCC-2·
COMMONWEALTH OF PENNSYLVANIA DATE ........~~y....~J....!.~.?9.........
»EPARTMENT OF REVENUE .",,"...•WASHINGTONRESIDENTINHERITANCETAXCOUNTY,y'"BUREAU OF COUNTY COLLECTIONS ..................................................................................................
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.........~.~.:..??=.~.?..~...................................,
Whereas................................c.HARLE.s....A..~......P.JJ..LANX...............................................late of .......~~~~.!.~~.T?~..................................................
in the County of ....29th......WA.§~.!N·9::r..9.·~............·............·..·..·..jj·ec·embe'I.Commonwe~~th ~f Pennsylvania.having died on
the .......................................................................................day of ............................................................................19.............seIzed and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I.w.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 Ufe 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.
i AppraisementUnitDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
$
I JT.HELD PERS.:
-
One-third interest in join tenant with RALPH E.ULANY
I FIRST FEDERAL SAV NGSandRUTHE.LUTES IN SAVINGS ACCT.AT &'
LOAN ASSN.OF 1iASHINGTON.Total amount as of date of (eath;
$10,934.71 One-third taxable 3,644 90
-
I
I
I
I
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this.......7:<~day of :~'::~~..~..
A
............................0;;;==~;P'-,~::e-..-f!<--<---...,-e:._rL"o;lL,....e..-....Penna.
County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
Deceased.
Late of
Date of Death,..
Appraisemel!t Docket Vol.,~.y ..
Page,,'l.~No .y...
Filed in Register's Office,.19 .
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut A ppra-isement,..
Appeal j,.om Appraisement,..
Entered and charged,.
/
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