HomeMy WebLinkAboutOC1970-0521 - ESTATE OF DUVALL'
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COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
estate of Duvall
(Last Name)
Ira J·.
(Initial)
DATE OF DEATH 4-4-70 FILE NO. 63-70-521
(First Name)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __ v_ra_s_h_l_· n_gt=--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: __ N_o_v_e_m_b_e_r__:_;9 ,~1__;9__;7_0 __ _ tu.L:~ ~rL INHE~ APPRAlSEff/ •
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for VJashington 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", whic er or lesser amount represents the sum
allowed as a deduction.
November 9~ 1970 Dated:-------------
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
$ $ $ _______ -+--
~uu oo-
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
550 82
annuities . . . . . . . . . . . . . . . . • . . $ ·-----+---
ESTATE TAX ASSESSMENTS $ _____ J___
J.;t J. '7 '(4
1.919 74
1. '368 92
550 82
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Taxon $ __________ -4--
Tax on$
Tax on$ -
Tax on$
Tax on$ ))U t$~
Exemptions
Total Estate
TOTAL TAX
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
2%
61lh 0
5%
@ .
*
$
$
$
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED $
Estate tax paid $
BALANCE DUE
Add interest at rate of 6% from
•o
$ ___________ -4----
$
$
$
$ 82 )2
$
I
$
$ I
I
$
$
TOTAL TAX BALANCE $
PAID $
FOR USE OF REGISTER ONLY ADJUSTMENTS
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(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
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.
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Will
Administration ~ No.
IN THE
Year ........... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
l.RA J l'.. P.1JVAL.L .
Deceased
Late of . . FAU.O,!FIELD TOWNSHIP
County of W~SB:J:l\IQ'I'Of\1.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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R C C-81 (2-64)
COMMONWEALTH OF PENNSYL VAN lA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
Helen Bruce
(Executor~)
IN YOUR REPLY PLEASE
REFER TO
38-74-4
In Re: Estate of Ira J. Duvall ----~--~~~~-----------------------
___ __..lvi!S!aoli!sl..lh.bin!..llf§:>T...!tiLI.ou.n~.__ ______ County -File No. 63-70-521
Dear Miss Brucef
You are hereby notified that the ___ o~r~~~·gQ~=·n~al==-----------------
appraisement in the estate of __ _.r~~ea~D~Y~¥~~~11~--------------~------------
has been filed in the office of the Register of Wills qf V~ashington
County on November 9 , 192Q... Said appraisement reflects the
following valuations:
~~ _J_t..;;_. _H_e_ld __ l ....... , 7.:...1....:.9-'-. 7-'--4'-----
Personal Property ____ ~2~00~L·O~O~--------
Transfers ____________ ~~~~~-------
Total _____________ =l~,~91~9w·~7~4~-----
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 ____ ~N~ov~e~mb~e~r~9~·~1~9~7~0~----
DATE OF DEATH: April 4, 1970
Note: This is not a bill.
Signed
Title
fa.L.f!'&-.,.'7' riL
vJ.R.Chaney1 Chief Appraiser
Fonn RCC-2
DE!"ART;WENT OF REVENUE .. ' ' ....
B~'BEAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 1 7 1 2 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE .......... N9.Y.~ffiP.~.:r. ...... 9., ...... :.l.:9.7.Q .. ..
COUNTY .......... W.9.§h;i,ng:P,_Qn, ...................... .
FILE NO ........ §?.:.?..~:.?..~~ .............................................. .
Ira J Duvall Fa11owfie1d Townlhllip Whereas, ....................................................... ~ .............................................................................................. late of ............................................................................................................. ..
in the County of ............................. ~:~?-.~.0-~~g~g~ ....................................................................... Commonwealth of Pennsylvania, having died on
the .................................... f.aur.t.h .................................... day of ................. J.l.p;r_U ........................................... 19.7.9. .... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ............................ ~.~It!.9.h.~.~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.
Oe&crlptlon of Anet
PERSONAL PROPERTY:
See conv attached to _annraisement
JT. HELD:
See copy attached to appraisement
TOTAL
Unit
Values
$
Appraisement
Made for Inheritance
Tax Purpole&
200 )0
1,719 74
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 ....... _::::::::·.::·.·.·~~·-·.·.·.·.·.·.·.·.·.··.·:· .. :···:·.:::::::·.:·:·.··.:·~~~ .. -~,~----7 ~
···;v~~~~····· ·····································;~:~.
W~::;;h:i,ngt.<:>n County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
Deceased.
Late of
...... f~:JJ,qyr,f:i,~.l.4. ... T9WI:lPDJP ................................ .
Date of Death, .......... April .... 4., ... 19.70 ...................... ..
Appraisemei!t Docket Vol., ........... .3B. ....................... c ....... ..
Page, ......... .74~4. ...................... No ..... 93.~.7~.5.2.1 .......... .
Filed in Register's Office, ........ ~.?."..~ .... ?. ........ 19?.~ ...
Amount of tax due, $ ............................................... : .................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra-isement,
Appeal f1'om Appraisement,
Entered and charged,
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• 0J-"7o -.S.cLI J
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• . kNOW ALL MEN BY TRESE PRESENTs:,:-that·:I; IRA J. · . :-. -., -
"DUVALL' -of the Township--of F~llowfield' vhtshington County' .
·Pennsylvania, being of sound mind, memory and understanding, do.
hereby make, publish and declare this to be my Last Will and
Testament, hereby revoking any and all former wills by me at any
time heretofore made.
And as to all of my estate, real~ personal, or
mixed, of whatsoever kind and nature and wheresoever situate, I
give, devise and bequeath as follows:
FIRST: I direct the payment out of my estate of
the expenses of my last illness and funeral as soon as conveniently
possible after my decease.
SECOND: I give and bequeath all of the furniture
comprising my present household to HELEN BRUCE and NINA GUDER,
subject however, to the right of NANNETTA SHANNON to select and
choose such items of the same within a period of thirty (30) days
following the date of my death as she may so desire.
.j THIRD: I give and bequeath to HELEN BRUCE all of
my machinery, farm machinery, tools, equipment, tractors, automobile
and such other vehicles as I may now have and possess.
FOURTH: I give and bequeath the sum of ~450.00
to my sister-in-law, .NANNETTA SHANNON being the value of certain
stock which I had purchased, in my lifetime, This gift is\made
because it was part of the Shannon assets at the time of my wife's
death.
~~~~~~~~~·.'1 4_
.;.±~~~ t.i ~ • ~b~ .-
...___
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FIFTH: All the rest, residue and remainder of
whatsoever kind and nature and wheresoever situate I give, clevis~
and bequeath unto to HELEN BRUCE and NINA GUDER to have and to hold
the same unto them their heirs and assigns forever.
SIXTH: I nominate, constitute and appoint HELEN
BRUCE, Executrix of this Ny Last l'lill and Testcimenit and direct that
'. she shall not be required to enter security in any jurisdiction
in which she may act.
IN \\fiTNESS 1h]HEREOF, I have hereunttdset my hand
and seal to this my Last t~ill and Testament this f~fth day of
October in the year of our Lord, One Thousand Nine'. Hundred
Sixty-seven (1967). (' .
(';z~c~~tSEALl_
Signed, sealed, published and declared by the said
IRA J. DUVALL, as and for his Last vJill and Testament, in the
presence of us, who, at his request, in his presence and in the
presence of each other all being present at the sam:e time, have
hereunto subscribed our names as witnesses.
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Form. No. RCC·62 (2-641 THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, J
EFfECTIVE JANUARY 1, 11!62. Q
,,•• • • .. OFFICE OF THE REGISTER OF WILLSVJ ~ ~ 1
' . J»-i/ ).g
County of .... ~~~.l1~~g~9n......... Jt-11-foj.-~
.. ·'· .~~~.~z.t .. ~:?~~ ............................... of . ~~. ~~ .1~~ ,, .G~~.r:~~.r:<?~·'· .~!=.~IJ.~Y.~Y~l)~~ ..
(Name) (Address)
being duly .... ~.~'?!=.~ .......... according to law, deposes and says that he is the ..... ~~~~l:l~.:J;:!-~ ....... · .... .
· (Exec., Adm., Legatee, Etc.)
of the estate of ... lX~ .. J .-. :Ql,lY~ll ................. Late of". .... f.~~~.QW;f.i.~l~ .l'P~Jrip ........... .
_(City, Borough or Township)
deceased, and that the whole of the estate of said decedent, who died .... ~.!?;'~.~. ~-'·. ~.~~9 .................... .
(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
None None
.
Personal Property
"1.944 tractor and olow $ lQO,_QO F~
Miscellane:ous furniture and household goods 100.00 ( .
VA '
.
Total $200.00
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Jointly Held Property Estimated
Valul',cr
1: ·Savings Account No. 10740 at First National Bank~ Charleroi~ -. ...
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in the names of Ira J. Duvall or Helen D. Bruce (established April
22~ 1966) ~ $3.291.48 $1.645.74
2. Checking account at First National Bank, Charleroi, in
n ames of Ira J-. Duvall and Helen D. Bruce $ 148._00 74.00
'·-.
Total l$1~719.74
Transfers within TWO YEARS Prior to Death
None 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
Non~
BENEFICIARIES
0
RELATIONSHIP SURVIVED AGE OF LIFE
BENEFICIARIES AND ADDRESSES (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
Helen Bruce Yes Sui juris Residue
R. D. 412
Charleroi, Pennsylvania
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RESiliENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
!1-~)TE · List f.irst five jtems in the spaces so provided, observe notations thereon, and instructions
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~------~~~~~~~-------,----------~~--~~~==----------,-----~-,---m~EGISTERONLY
Harold L. Schrock
Russell Marino, Register
Woodward and Bassi
OTHER DEBTS AND CLAIMS
s. White's Sons
Joseph J. Buch, M. D.
Wanda Carrington
Rev. Kennedy
Eve Duvall
Funeral expenses paid
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
( *) See Note below
Inscription on marker
Medical services
Notarizations
Ministerial services
Telephone and stamps
$ 1' 163. 0 $
J.OO
75. 0~~
Total $ 1 ' 36 8 • 9 2
Note: The estate agrees to advise the Register of Wills il;ijh~'ftJ!lOunt actually paid in settlement of any fee, commission or debt is greater
or less than the estimated amount claimed and +W~ ~ ~ ~ ~~-~&l ~~ i . . ~~~~ Subscnbed and sworn to before me this ................. ~ . (# ~ ~ A . . . . . . . . .. A~ e.,.e_ ......... . ~ • /;'.4 ~~.... (Executor-~16J9X, S:d ~ -iJ:; ·. '''~' .. .. . .. . .. . . .......... day of . .. . .. ;t-:i~Y.. . .. .. . .. . 19} .. ~ -1~>';~., ~ ~J)' '• ~. ~ /.e ~.::t?~
·w{f
R. D. 1f2
(Street Number)
~
(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
....... ~~../ ......... dayof ....... ~ ........ ~ .... 19 . .:?.0 ~
...... &1 ... .1!?.... .. ··········~· .. . ·'······· · · " Appraiser
In the event that any futm·e inte1·est 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·inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF THE REGISTER OF WI,LLS
I, the undersigned duly elected Register of Wills in and for .... kJ.C.J,.A_J.,. . . . . . . . . . . . County, Pennsylvania, do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent, ,e cept 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 amou r presents the sum a~~·
Dated: .... //-: .. 9.. :--: .? .0.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .......................................... .
Register of Wills
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Form No. RCC-62 (2-641
Will Administration lNo. · ·. · ...... Year .... .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Ira J. Duvall
Deceased
Late of Township of Fallowfield
• 0 ••••••••••••••••••••••••••••••
County of ..... ~-~~~-~~~-ton •• 0 •••••••• 0 •••
Commonwealth of Pennsylvania -.:
~ ::-.;, -~ ...,, .--1"11 .:::0 c:;:, REPORT~~b~PPR~S~~
2': (!') ---~:; ~~ ' :: r-*..o--1 --?-....r ·'J o· --'~· ;---...,J
::t>: c r::,:
C) -:, :;-:..: -o .i.~
0 ~ ~:; ::r . -.... _
.. r-=:;. --
WOODWARjf ~ BASSI
Attorneys at Law~
701 McKean Avenue
Charleroi, Pennsylvania