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Home My WebLink AboutOC1970-0540 - ESTATE OF LUNDY. CC·39 (,_681 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT i.: s tate of LUNDY, (Last Name) ROSE (First Name) A. (Initial) SUMMARY DATE OF DEATH 9-1 9-69 REPORT OF INHERITANCE TAX APPRAISER FILE N0.~6_0_-7_0_-5_4_0_ I, the undersigned duly appointed Inheritance Tax Appraiser 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 item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: ____ 0_6-_1...,...0-_770,--__ _ 09-19-$9 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 de except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedul 'F", which ater or lesser amount represents the sum allowed as a deduction. Dated: __ 0_6-_1_0-__,_7_0 ___ _ INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED 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 6z000 DO L r.r. 6.000 00 1,540 DO 4,460. po 4,460 annuities ............... o • • • $--------t--- ESTATE TAX ASSESSMENTS $ ________ ....__ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Taxon$ _______________ ~--- Taxon$----------------~-- Taxon$----------------~-- 2% 6% 5% Tax on$ Tax on$ 4.460 00 6::> Exemptions=======~== * Total Estate _________ .........J~- TOTAL TAX $ ______________ ~--- $ ____________ -4---- $-------------4---- $ ________ ~~r4~-- $ ____ ..;;...;;...:669'--4-~.<....::.-- $------------'1---- Less tax previously paid $======l===- BALANCE $----------+---- Less 5% of tax if paid within 3 months after death $=====:=:!::== Paid In Full (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE $ ------1---- Add interest at rate of 6% from ________ to ________ _ AMOUNT OF ESTATE TAX ASSESSED $----------+-- Estate tax paid $ _______ __,_ __ _ BALANCE DUE $ ________ _...J.. __ _ Add interest at rate of 6% from --------~10---------$ --------+---- 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 t No. IN THE Year .......... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ROSE A. LUNDY Deceased Late of . N •.. CHAR~OI.. County of \IJASHINGTON .................... Commonwealth of Pennsylvania REPORT AND APPRAISAL , I • R C C-81 (2-64) . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEADE REFER TO 38-74-7 NOTICE OF FILING OF APPRAISEMENT EUHICE R. HANK Informant In Re: Estate of ___ ---'R~GS~A~A~·1-' ~L:::.:U::.:.N!.!:D::..;:Y:...__ _______ _ ______ --llti!:!:lltl!l='S!!.JH..:.IN:!:i.!G.:.:T~O~N---County -File No. 63-70-540 Dear Mrs. Hank: You are hereby notified that the original appraisement in the estate of Rosa A. Lundy has been filed in the office of the Register of Wills qf Washington County on June 10 , 19_lQ Said appraisement reflects the following valuations: Real Estate_~----------- Personal Property __ ~~~~~----- Transfers _______ ~6r,~O~O~O~·~O~O~----- Total ------------~6~,~0~0~0~·~00~---- 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 (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Da t.e _ _,x:xxxx:Mi2:2;!.. ~~~~-.:::..J~un~e~l~0:.1•-=.19.l..7L..:O~ DATE OF DEATH: Septenber 19, 1969 Note: This is not a bill. / Fonn RCC-2· DEPARTMENT OF REVENUE BUREAU~ OF COUNTY COLLECTIONS HARRISBURG, PENNA. 77 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT June 10, 1970 DA!E ................................................... . COUNTY "~ ............. Y!':~?.~~~~ ............... . FILE NO ................ ?.?..:.7.9.:?.4.9. .. .. Whereas, ............................ ~.<?.~ .. ~ .. .A.! .... ~~slY. ........................................................................... late of ..................... ~ ....... ~.~~:r:.~'e..r.:?.~ .......................... . in the County of ......................... Washi.ngt.on ................................................................... Commonwealth of Pennsylvania, having died on the ............................. 19 ... th ........................................... day of .................... $.E?.pt.m~m.P.E?r. ........................ 19 .... 9.9 .. , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................................. ~ ... ?.: ....... 9.~.~.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. Description of Asset TRANSFER: Unit Values $ Appraisement Made for Inheritance Tax Purposes All that certain piece or parcel of land situate in the l--------------~~~~~~~==~~~~~~~~~=-=-~----------------------4r-------H-----------r----- Borough of N. Chalreroi, Washington Counttr, Penna., and Being Lots Nos. 15 and 16 located on the East side of Railroad street between 6 th and 7th st. 6,000 00 I---------------------------------------------------------T_o_t_a_l __ ;------;r---~6,~0_0_0+-00--- ----------t---tt------+-1 -----------------------------------------------------------------------r------~---------;-----1 1-----------------------------------------------------------------------------t-------~----------+----- fonn~~v!;:~hbl:~ :~lfh~swo<l1.•~i~~: ~:; :r•r~b~~~;~ea~enti:=~l~~~ Appraiser '"'-.. ··············;j'·············~········· ........ . ......................................................... . ~~ ' N\lmb · ~··-(]'· .. ,;;;;;·o,;;;;j .................................. , Penna. itJASHING'IDN County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ROSE A. LUNDY Deceased. Late of N~ .. GHAF.t4~RO+. ............................................... . Date of Death, ···-~-~?~.:~?.~-~---~?.~-----~-?..?.?. .............. .. Appraisemel!t Docket Vol 38 ., ······················································ Page, ......... 74-:::.7 .................. No ..... 9.J...~.70.~5.4.Q ......... .. Filed in Register's Office, .J.~~ ... JQ ...... 19 7.0 Am-ount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f,.om Appraisement, Entered and charged, ' r '" Fonn No. RCC-62 (12-66) THIS FORK REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTJON 701 OF ACT OF JUNE 18, 1981, EFFECTIVE .JANUARY 1, 1982. (FILE IN" DUPUCNrE WITH COPY OF WILL ATTACHED) OFFICE OF THE. ~~~IE._T,~R OF WILLS County of ... 'W~.~~~Agt:P.l) .......... . . . . F;\lA:l.C~ .J.t .•.. 1Jfl.ll~ ......... · ................... of Q~,7 .. ~P:~~?:l). 4\'!~fl.4~ '· .G~:S::t;t~.:t;"Q;i..a .)>~ '·;-... - (Name) ~ . ·· (Address) . _ · being duly ___ !=!~Q~n-------------~----------.accor~i;gto law, dep?ses and says thaShe is the .gJ:.an_t_~g--~?-f __ .t.he ___ P-X'.~P~-~.ty __ J_ocated in North Charleroi, Pa, wiaf§; dtt:A1 2 s a6b&clred t!Qt:Q@IJ;-Tfft! ·1:tttrpi¥tt~· beJ.ng con- v:=~;M:s·e--A·:·-ii.i"ndyT--------~--------------------whose last residence was6.~Z~}1cKea._n __ Ay.e_<stfe~ipharle.t:a.i ---------------------------------------------------·deceased, who died J~~p!;_! ___ l9...sl~.§_9 · (Ci!Y, 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 AND RELATIONSHIP OF OTHER OWNERS. - Real Estate Estimated Value -· . / ' " ... . -. :Personal Property ~ 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. -·• Estimated Jointly Held Property . . Value ~ - ' Transfers within TWO YEARS Prior to Death ALL that certain piece or parcel of land situate· in-the .. ' Borough of NorthCharleroi~ Washington Co •• Penna •• and better des- cribed as follows: BEGINNING at a point in the dividing line of Lot Nos. 15 and 16 of the John Conrad Plan of Lots, thence in a Northerl ~ - direction 44 1/2' to a point; thence in an Easterly direction 113 1 tp Center Street: thence in a Southerly direction 44 1/2' to dividing 1 ine of Lots Nos." 15 and 16, thence in a Westerly direction 113' to the $~ .000 .Oj Place of beginning. BEING located on the East side of Railroad Atreet . . between 6th and 7th St., and improved w~th two two story dwell~ngs • That at the time of death there was no safe deposit "box registered ih decedent's individual name, or jointly wiffi, or as agent or deput 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 BENEFICIARIES', AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR (State full names of all arid their addresses who have illegitimate children STATE YES ANNUITANTS an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF forth this fact.) DECEDENT - '" ~ -.. RELATIONSHIP OF JOINT HOLDERS TO DECEDENT INTEREST OF BENEFICIARY IN ESTATE . • .... .J -RE:SIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE· List first five items in the spaces so provided, observe notations thereon, and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN .KEGISTER ONLY Francis Slezak Funeral expenses paid $ 1,175. ~0 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • HI'"' .... _ ... .._ J Bis.!i Counsel fees • so. )0 Fiduciary commission • I OTHER DEBTS AND CLAIMS ( • ) See Note below Mrs. Fran Blair 200. )0 Catholic Cemeteries As soc Grave Marker 115. )0 •' Total 1,540. ~0 Note: The estate agrees to· advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater or less H1an the estimated amount claimed and allowed. . oc:z; Subscribed and sworn to before me this .... //. .............. . .......... ~ ............. dayof ..... ~ ........ ,19.70 ... ~ $~ ....... CHA~~:6~.M~~1~~ W~~~~~~T~~B~~~NTY MY COMMISSION EXPIRES APRIL 8, 1972 Memi'Jer Pennsylvani~ Association cf Notaries t~ ... £ .. 2/.~c. ..... (Executor-Administrator) .. 62.7 .. McKean .Av.enue .................... . (Street Number) Charleroi, Penna. 15022 (City or Town and State) Having been duly swot~~rding to law, I do hereby ertify that the above appraisement is made in conformity with law on this ............... /cJ. .. ~ ..... day of......... .. ............. '/:?'("£?." ... :;---)9. 2,~ 9 ~ ... C?.?-!. /.\. · ..... -~-. . . . . . . ....... ~-. A-~1· .. In the event that any future interest in this estate is transferred in possession or enjoyment to co ate a! heirs of the decedent aftet· 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~GJSTER I, the undersigned duly elected Register of Wills in and for ... .(_ ~~~.!"j-~.7'!-k.~~~~~~ report that I have allowed debts and deductions in the amounts claimed by depone :s set forth in the ast column to the right in said schedule above, which greater or .J ,.,. .1' \' ,. \' ,.."'-,'. "(' \•-- ~""' F6nn No. RCC-62 (12-66) Will:· l · ~dministr~tion ·sNo. · · · · · · · · · · Year ..... (. c· -v'\ ·,... .-.. l.-:;...."'Ut · ~ • \ '\._..... \:.. IN THE 71 ~~\ ~ ~ \\ \\ -MA~l~,\~FlTHE\\APPRAISEMENT OF TH~ n\'' () ' '. ~-t\ ~ R \J $Si;_A:rif~F\ L\ .. S Rt..C\SI c.'~o~ c,O .. ? ~-~ ~·-.'-» ~ ~~\,~~? . .Rc:>s.a. A.· ·Lundy · · · · · · · · De~~~~~d .... ""' .. ~-..,.._ ... ~.. Late of .. Ch.a~le~-oi-· · · · · · · · · · · · · · · · · , ........ .,-.. ,.-'""'!l'""("'"""f ~ ....... ' "' ............ County of ... Washi.ngtoJl ............. . Commonwealth of Pennsylvania REPORT AND APPRAISAL .· iterman J: Bigi, .Esquire- 321 Fallowfietd· Avenue .. · Charleroi, Penna •. 15022 " -c::: . :- J• :-. ' ' I. 1,.)