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HomeMy WebLinkAboutOC1970-0502 - ESTATE OF MCLHINNEYForm No. RCC-62 (1--69) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECJ'ION 701 OF .(CT OF JVNE 16, 1961, EFFECTIVE,JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF W!LL ATTACHED) J OFFICE OF THE REGISTER OF WILLS . ' ' 't County of .. VV.q9P.~l)g:t;qJ;1, .......... . . . . . . . . . . . ~~~A .l:i~.~~.F;I.<Y .. · ................... of .~~? .. ~~<??.<?~~1!<:1. ~<:1 :-.' .. ~.~~<?~.~1?~.:r:9' ,.~~:-.. ~??17 (Name) (Address) being duly ------------~-~9-~~----------------·according to law, deposes and says thatShe is the ___________ ;f;:_~~-Q~_t);::_i_~--------------------------(Exec., Adm., Legatee, Ere.) of the estate of---------~~-?._!~--~-~-~-~~~!~~~~-------whose last residence was ----~~-~--r;-!' ___ .Qg_:!-),~_g~ ___ $..~~~~-t ________ _ . (No.) (St..,et) ___________ S:~!?-_?..~-~-e~~~----------------·deceased, and that the whole of the estate of said decedent, who died ---~p_;:__?:_~ ____ ?_~J_J~]O (City, Borough or Township) (Date) ::>nsisted 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 NONE Value Personal Property IJ Savings Account No. 22797 at Pittsburgh National Bank, I .Jj '1 ~-J .J _'Y· "fl"' Canonsburg Office ~ 2,387.00 1966 Dodge Dart 2 door sedan 4(/~i.. ~ 600.00 ( . . Blue Shield refund check lr'ff~g 100·.00 --I '! ,~, \ .. TOTAL $ 3,087.00 ., . .. 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 ~he account is registered. . . - Jointly Held Property . Eetimated l " . Value b . ; NONE _, - . ' I • -. - . . \ - Transfers within TWO YEARS Prior to Death - NONE 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 DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT NONE - BENEFICIARIES RELATIONSHIP ·SURVIVED AGE OF LIFE .. BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTERE'ST ·oF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest, vestedt contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT zetta c. McLhinnev -. ) 222 E .• ,College Street ' Canonsburg, Pa. 15317 mother ves ----sole heir - \ '!'i \ ) -. ----~ ----------~ ,---~~-~---~~-___..,.-----· ··-~-.. ·-~----~---·-~----- RE~IDEN~ DECEDJ!:NT , DEBTS AND DEDUCTIONS CLAIMED NOTE· List first five items in the spaces so provided, observe notations thereon, and instructions. --~--------------------------.-----------~ DEBT OR CLAIM __ ___:;_N_A_T_U:_R_E_O_F_S_A_M_E _____ --. __ A_M_O_U_N_T..--mTHIS COLUMN.- W. Leonard Griffith Fun era ~t<EGISTER ONLY Home Funeral expenses paid $ 1, 3 8 8 • D 0 $ Zetta c. McLhinney,rnother Family exemption (will not be allowed unless decedent died residing with a spouse or children.) 1, ooo .. )0 I--R=u~s~s~e:..=::1:..=::1:......!C;M~a~r~i~n=-==o~-------i _Administra.tion..._Exuens~.! Letters $13 • OOr-----=1'-"'6'-"".'-1")1'""0'--+-----+--Fl.J.l.ng .K.e~..urn .,..:S .au · ( 1 Georqe J. Modr~k Counsel fees • 154. 35 Fiduciary commission * OTHER DEBTS AND CLAIMS ( *) See Note below ~anonsburg General Hospita~ pr. A. L. Sorensen South Side Hospital of Pit sburgh ~lbert Einstein Hospital Dak Spring Cemetery Opening & closing grave Pike Pharmacy of canon sbur ~ 130.~7 2o.po 3S.po 16o.po 9o.po 29.~0 Total ~ 31 023. ~2 -'3 t>Z>. 2.~ 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 or less than the estimated amount claimed and allowed. . . ~-.. ?.n.c: -~-:-4 _, .~.-rExecutor-~~~~T Subscribed!fnd swo ·n to before me this ..................... . .......... 't-.1.· ,,.' day of ....... ~i>Y .......... , 19.7Q ............ '~ /Jk~. GEORGE J. RAK, Notary Public ... 9.€?9 .. W9.Qql.,ql).<l.~9?l.G. ................... . (Street Number) ... ~-~~.<?~ ~?~:!? 9! .. ?~~!!.~ .• .... ~-~ ?. ~ 7. ...... . (City or Town and State) My Commiss:on Exoires May 14, 1972 . Having been duly 8worn according to law, l ao hf"l'P.hv certify that the above appraisement is made in conformity with .................. -lA<--d.~ ...... day of ....... (~~-.·.·.·.-.¥~ .. ~-.... . law on this -~ .. In the event that any future interest in this estate is transfened 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 ·inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF ,THf: REG TER OE. WILLS I, the undersigned duly elected Register of Wills in and forW.. . . . . . . . . . . . . . ................ County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by depon t, exc~e items where a greater or lesser amount ::d~o~th ::O~t'1'~'~~7J.~~i~~~L:~~~I~;~d~l: above, whi<h ., .. ,., oc ~~·--~ .. r I;;;( r ;:;~: ... ----... Register of Wills i -t ~. ': I ' f • I ~ ~ 1 ,_:: Forn;No. RCC-62 (7-69) ...... Will Adminis~ration }No ........... Year .... . IN THE MATTER.: OF THE APPRAISEMENT ·~ .. ' . H . OF THE ESTATE OF ELSIE G. McLHINNEY ••• 't •••••••••••••••••••••••••••••••••••• Deceased .:; ..) :-. - Late of ':= .... ~.cP:t9Af?"P.t:p;g, ............ . t! County of ... ~~l?'!lington ;:) ..................... . . , Commonwealth of Pennsylvania . . .. REPOJiTi).N:D APPiAIS~L • (f) 0 C":' ~ ·-. .... .., ~-() -o ' (,() (': :=o -i . : ' :--1 :;._; ._) .;_: ~J ~r1 0 .-... :...___-: :~t :----. .- -u ~-c, ~~ (/) . -.J ·o J: LoJ _,...._- ...:;;) • -; j ·---_, ~~ GEOf-1GE:: :..~. it:ODRAJ~ ATTORtH:Y ~•T I_AW 22 NORTII CENTRAL. AYf:~'H C:t\~~ONS!3URG, ~/\. ...: ;.-_..- ,;.., \ ' ) [ \ LJ-7 o-5o z J · I, ... ~d'k_.f;;f__7/l.~~~4!.~j!.~---········ of the ......... ~~-;-:f;fL ..................... , County of ....... UJa1j@.1(-t_'t.V ..................... and State of ... t:?~z.%d.7""7kz-u:-4-:: ............. , being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my last Will and Testament, hereby revoking and annulling any and all \Vilis by me at any time heretofore made. SirSt. I order and direct all my just debts, funeral expenses a.:s well as the cost. of ad- ~ % c1; CJ.)i/ . . . · . , -t:/ &YU"'UZ/ ZfJ 1 r. -m1mstrat10n. and settlement of my estate to be pa1d b) my ......... ,. ~"---·----_ _'!/.. .ULY.Le/.-d.l~----····-· ~-Executrix?' hereafter named. as soon after my decease as conveniently may be. ~ttonb. All of my estate, real, personal and mixed, of whatever kind and nature and wheresoever situate. remaining after payment of my debts and funeral expenses, I give, devise and "' u ~"' J 1-#-A7 q'n c:· -/' /'·· bequeath unto my ...... :/~vz:«-~------,-·-·!J·?.£lf~ ... Jk.-... LL'.{._ .. <?.Sd'~2'~---··············-············ ·-----------·--·--··----------------------------·-·--·heirs and assigns, absolutely and in fee. ~Her ' /) / Gi,' !(.' !/. ' u;birb. I hereby nominate, constitute and appoint .. LZ.?1d'~~/!l_J)t1J.J.<%~(:. ......... to be the ~ft-B'tl~- sole .................................. of this last Y\'ill and Testament and I direct thqt.~t~~~----··---shall not ·-i'!xecatm'-Exerutrix ~e-Shc be obligated to file any bond, inventory or appraisement or accounting in ;any public office or tri- bunal whatsoever. and further I hereby give and grant unto my said .... ,d~e-v: ......................... . ' ', ,..w~~- full power and authority at any time to sell any real estate which may at any time form part of my estate, for such price, upon such terms, in such way and manner as may be deemed wise, and to make good and sufficient deeds to the purchaser or purchasers thereof vori:thout any obligation on the latter to see to or be responsible for the application of the purchase price. . U/-k·/)7c~--3Jn ~ttnt55 ~btreof, I, the said .. ,.16~ .. 9:'./. ..... .L. .. !J:?!'!.~_Mtf:{;Y.. _____ have hereunto . .L. r Your Nnme /--. . . /.VZ... /7 __ ' ( ;j set my hand and seal this ................. /...::-................. day of --·-------~~-------················A. D. Ig.:10 ... . ~igntb, !etaltb, t}ubh~brb anb :illtdareb by the above named testator, ..................... . £1/~:: -" /)/ c~ !}z7/-~f/?d y ;/ d .f I · W"ll d 'f . -... /: .. ~~--.>ff.·--------I----1/0./.v..,:.~~-.as an or .................................... ast . 1 an estament 111 · Your Na~pe 1/ ~ Her the presence of us who have at.. .............................. request and in .................... .:.. ................... presence and ~Her ::;atf!-ller in the presence of each other hereunto subscribed our names as witnesses hereto. ·--~~"7~ 1 m ~~~ 2.. 7 7 &" -~~ a~/IL-~~ Av ~/,.___ Witn~ss ·············j ~---···················--·········-··············· . Add·r~~-------·····4/C .... / _______ .......... .,l .... (j .................. . . wtZL _f:_ 'll{~_filiJ£.._. ___ 1____ __ f()_,_61d_~_1 2 : __ fiLd~_j±:_~Jo, 1tnesa ~--Address · ~! COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG RCC-81 (6-71) 17127 IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT 38-72-7 VERNA lvicKENERY (Executo~ In Re: Estate of __ .:::::E=:B.S::...:IE=---=G--=·--=M=c=L=H=INNEY=--==------------- WASHINGTON County -File No. 63-70-502 Dear Mrs. McKENER.Y, You ore hereby notified that the ____ o_r_i--"g::!....in_al ___________ _ appraisement in the estate of ElSIE G, McLHTNNEY has been filed in the office of the Register of Wills of WASHINGTON County on December 2 , 191L, Said appraisement reflects the following valuations: Real Estate _____________ _ P ersono I P roperty ___ J.l+', O""ffl""-~--<•u.OI!>.IOL.-____ _ Transfers ______________ _ Jointly Owned ____________ _ Toto I ------,-----.:.3J.~,_!,o~e:z_J____U. 0,80L__ ___ _ 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 nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from dote of death, interest at the rote of six (6%) percent per annum is charged. Any party in interest who is aggrieved by on appraisement may appeal therefrom as provided by law. Dote __ D--'e--=-c-'--em:....:.b.:....e--=r'------'2:...L,_l=9~7'-=l=-----Signed __ F_.,RA_N_C_ES_LE_O ________ _ Title CHIEF APPRAISER DATE OF DEATH: April 25, 1970 Note: This is not a bi II. j " RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of McLHTIIJNEY ETSIE G. (lni tial) DATE OF DEATH_..::..:r4c.....:-2::::.5<--_._7.::...0_FILE N0.63-70-500: (Last Name) (First Name) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _ _:i'l=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: -~D~.e""'c...,e .... m.wh..Lie.._.r.:.....:2;.,,o--..~J..;947...~,l~--Y~ . ..a..) ;&, .,_._,J9ww. INHERITANCE TAX APPRAISEFf 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, exc s to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", · greater o lesser amount represents the sum allowed as a deduction. Dated: DEC 1 1971 RUSSELL MARINO 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 VALUE AS REPORTED VALUE AS APPRAISED $ $----------~---- annuities . . . . . . . . . . . . . . . . . . . $------+--- EST ATE TAX ASSESSMENTS $ __________ .J..____ FOR USE OF REGISTER ONLY COMPUTATION OF TAX $ _______ ~~- $ __ ~--~··~ -+~~~- $-------------4--- $-------------4---$ ______________ ~- VALUE AS REAPPRAISED $ ____________ -+--- TOTAL TAX $--------------~- (*) As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. Less tax .previously paid $=====~1== BALANCE $---------+--- Less 5% of tax if paid within 3 months after death $======== Add interest at rate of 6% from ------to -------- AMOUNT OF ESTATE TAX ASSESSED $------+-- Estate tax paid $ _____ ___J __ BALANCE DUE $---------~--- Add interest at rate of 6% from ----------~'0------$-----------4--- 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 . E.LS.m .. G .•.. McLHDJNE.X .. Deceased Late of . . .. C:ANON.SJ,1m=?.Q .. County of . WASHINGTON ..... . Commonwealth of Pennsylvania REPORT AND APPRAISAL Fonn RCC-2 .. ' J "- •• DEPARTMENT \OF· REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ...... P..§.C..§ffiQ~:r. .... 6. . ., ...... J...97.J: ........................... . COUNTY .WAS.Hll'JG.TON ................................................. .. FILE NO. §?..:?.Q::29.?. ..................................................... . Whereas, ............................. ELS.lE ... G. ...... 1:1c.LHllfNEX ......................................................... late of ................ Q.ANO.N$..fHlliG ......................................................... .. in the County of ............................................... WASHI.NGT.O.N ...................................................... Commonwealth of Pennsylvania, having died on the ....................... 2.5t . .h ........................................................... day of ................. 1\P.:r..:U ............................................ 1970 ..... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......................................... FRANCES .... LEO ...................................................... , 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 Appraisement Description of Asset Values Made for Inheritance Tax Purpoua $ PERSONAL: SEE COPY ATTACHED TO AFPRAISENENT 3, Of!:? 00 : : Having been duly swo.rn according to law, I do hereby certifY.: that the above appraisement is made in con- formity with law on this .... ~ ............ day of ...... :::::.:·.·.:::::::·.·.:::~~-·-·.·.···.:::::·.:·.:::::·.:·.~~ ... : Appraiser ................................................................................................................................................................... L-(J (Number and .Street) ............................................... ~ ..................................... , Penna . ....................... i'P~offi~~-; ....... I I .......... WASHl.NG.l'O.N ....... . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...... EI.SIE ... G •.. McLHINNEY Deceased. Late of ....... CANONSBURG ..... . Date of Death, ........... 4~2!b.70. .. . ................................ . Appraiseme11t Docket Vol., ...... .3.$ ....................................... . Page, .... 7.4==.!1.. ........................... No .. 93.::":".7~502 .............. . Filed in Register's Office, .De.c •.. ..2 ............. 19 .... 7l Amount of tax due, DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, •. ~ Entered and charged, J ·I RCC-4 (8-68) COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF REVENUE I N0.8 11920 OFFICIAL RECEIPT o PENNSYLVANIA INHERITANCE AND ESTATE TAX ; THREE and 95/100 ~~-~-~-~---~~~~~-~---~~-~~~~-~~~~~~~~--~~~~-~~-RECEI"fi dollars rna McKenery -EXc:r. representing Pennsylvania Inheritance or From: ATTY. GEORGE J. MODRAK Estate Tax due from the following estate: Address 22 NORTH CENTRAL AVENUE 2% Tax on $ $ XcU 63.78 ; CANOSSBURO, PENNSYLVANIA 15317 6% Tax on $ ISllXXll $ 3.83 File No. 63-70-502 Date of Death 4-25-70 15% Tax on $ $ Date of Payment December 14, 1971 %Tax on $ $ ~ ELSIE G. Mc:LHINNEY Estate Tax, Act of Name of Decedent May 7, 1927 $ WASHINGTON 3.83 County TOTAL TAX CREDIT $ Less five percentum of tax if Remarks: paid within three months after llJR date of death $ .., g'us interest at ~!,2~!1l ---fj J-"" __ %frt}m .12 ate $ to urn~ [p [L~ @ill u~ TOTAL AMOUNT PAID 3.95 S E A L $ NOTE: This Triplicate Receipt to be retoine.3.8"1ful~7oses. (~~ Lt-?X . \~ ' ~ ~'J .. I _..o · Received by .~ _ ,Jj> NOTE: In accepting the transfer inheritance tax an future estates, prior to the death of the life-··'-. f {Signatur*cJA tenant or tenant for years, as evidenced. by this receipt, it is understood that the Commonwealth shall . / t t ' not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the ,, ' ~ '· .1.-:J.:..fl....; (;-( ~ life tenant or tenant for years whenever it appears that such additional tax may be legally due and ........ (Titl~) collectible for any reason whatsoever. . \ .. ~·-·--·--