HomeMy WebLinkAboutOC1970-0589 - ESTATE OF ANDERSForm 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.
EFFECTIVE JANUARY 1.1962.(FILE IN DUPLICATE WIT:-I COpy OF WILL ATTACHED)
••.OFFICE OF THE REGISTER OF WILLS
J
County of ..WA~:a.~~~~Q~.
.........~~;r::q.~:r.q .W.:q·~.:t;~!D..f!.~~~:r~............of .517..Ja~s on.S.t re.e t ,..Monongahela,:-.t>a..
.(Name).I •("a ..".(Address)..:
being duly J~~Q~n..__. .__._.__.__.._.according to law,deposes and says that he is the .Exe.cu.tQr _
."(Exec..Adm.,Lega=,Etc.)
of the estate of..~~_~.•AP.-_g~!'_l?..._.__.__..._...__...__. .whoseJast residence was .J±51_J~l.!A._l~.~~ng~.:r..S.t.t....-....
,J.'..'_.\...'1..•(No.)~• .(Street):•
~QD.Q~~h~!~_'--__:P_~_!.__._.deceased,and that the whole of the estate of said decedent,who died _JyJ~.Y.:._l".--J9.'lQ__
(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,ADDRE~SES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
NONE .Value
'...
./)n~~/.....L
/
Personal Property .ncrfft J
Checking Account in the Pittsburgh National Bank ~$82.00
..f'v~/IRef'llnd from Hosnita1 Insurance ..11.35
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..I
Jointly Held Property Estimated
~Value.",-
and Elaine /l .::l =>(....,)
..._..."........-
Tn t.hp n~ml:>nf'M~TO'r "..:I .ofva.J.J.ey .Ln lVIononganera,v .t'ennsyrvania rdaughter of deceased;Mary -
Anders)
-5 -"100.Series E'Bonds -$118 ~32 :Q'"$591.60atissuedin1958 .
1 -$50.00 Series E"Bond at $59.16 or $59.16J.ssueo J.n .L~:>~,
4 -$500.00 Series E Bonds at $591.60 p~r>h nTO t1:.Q ':l.h.h.JJ.(\
f1 S {
T ."..,•
l4'jTotal•3,,017.16 ,).
1/2 of Total
~t',\
I J 508.58~
Transfers within TWO YEARS Prior to Death
NONE ..
I-
-.-·t
"1
-
,
I
I
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 iil 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
-
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
-
F
RESI.Q.ENT DECE;:DENT DEBTS AND DEDUCTIONS CLAIMED
NO'1'E'.List first five items in the spaces so provided,observe notations thereon,and instructions.
;
DEBT OR CLAIM '.•NATURE OF SAME AMOUNT THIS COLUMN
~EGISTERONLY
Bebout and Yohe Co.Funeral expenses paid $1 411.22 $
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *25.5C
Counsel fees •200.(~O I
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
National Ambulance ServicE trip to hospital 25.()0
Span and Taylor,medicine 6.('5 ..Daily Republican thank you cards 2.()0
Monongahela City Water Co final bill 9~i70
Bell Telephone Co.final bill 8.4
Bernard W.Anders postage on thank you cards 13.~0
Sandra L.Zeni witness on will 5.( 0
Municipal Authority of thE
City of Monongahela sewage bill (final)10.DOCrall's Flower Shop flowers -64r 2
Mon Valley Memorial Park scroll 2 :(0
Equitable Gas Company final bill ll.~0
IWestPennPowerfinalbill11•.1
...
Total $1.82q.1q4
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
01'less than the estimated amount claimed and allowed.~///~
Subscribed and sworn to before me this ~.~Y............~f.!~'..V .(Ffr:::::~r-Adminis rator)
........................d~ay.of ..cr~~y.,19.70
~E',... .,.~,..-:..,·.·c··,,·..·'.".,..·..'·~l·"':.".P "I'HIM.t"'\!......d ~7"••I....Ul.•..:l)1 ·'t.Ii.uOtary Uu lC
Monor.f:B.~G:a,Washington Go.,Pa.
My Ccm.mission Expilllls
July H,197a
.5.~1.~?-.~~~.cm.st.!,'~.~~,)..'".
(S,treet Number)
.~.q~9p.g~h~A<;l.,...f~M:;:J.YAvan~a....l5Q63
(City or Town and State)
Having been duly sw~COrdmg to law,I do her~'certify that the above appraisement is made in conformity with law on this
.................../~.dayOf ~~,;»,19 :?d
....£dLC..,....~~.....~.~.jrf>/",..-.--....,Appraiser t::::'I •
In the event that any future interest in this estate is transferred in possession 01'enjoyment to collatera . s 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 transfer'inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF~ERGISTE OF WIL
I,the undersigned duly elected Register of Wills in and fo ... . ".......ounty,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts imed by depone cept as to those items where a greater or lesser amount
:::d~o~t~.:n ~~~.I~~~.C~l~~~~.t.h.e.~i.~;?~;;:;:ve,which greater 0 •.~~.~~rz;;;;;.~~"%i~~~'....
Register of Wills
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Form No.RCC-62 (7-69)
Will ..)
Administration INo:..'Year .
IN THE
l\fATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
."
MARY ANDERS '
..........'t,e ..
Deceased...,,c "
Late of ....1'19NONGAHELa....................................................
County ~f ;..W?-.~l:1~A~t·ori....................................
Conunonwealth of Pennsylvania
REPORT AND APPRAISAL
·'ltd "00 NOIDNIHSv;',
SllL~\:,0 i::I31SI03U
oNJU'v';;1 Tl j SSnH,.
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OF
r.'IARY ANDERS
LAST vJILL AND 'rESTAMENT
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"I'!I I,Mary Anders,of fJIonongahela,'Washington County,
{,
;!
1;Pennsylvania,being of sound mind and memory~do make,publish and
,;~it~:declare this my Last Will and Testament,hereby revoking any and
,;'..
"1all wills by me heretofore made.
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"\iI ,FIRST:,I direct that all my just debts and funeral\ij
,'I'II expenses be paid as soon after my decease as may be found
II
(1 .
11 convenient.
SECO~1):All the rest,residue and remainder of my
,.
;;estate,real,personal or mixed,of whatsoever nature or whereso-
:;ever situate,I-give,devise and bequeath unto my beloved children,.1,
f
,:.Frances Elaine Anders,Bernard William Anders ,Ma.ry Elizabeth
I
";','1
);Gillingham,Margaret Jean Jackson,John Norman Anders and Donald
iEdward Anders,share and share alike and 'to be equally divided
~;1\
':..I ,hereby nominate and appoint my beloved son,THIRD:
:among them•
.'j'
11tlst ,'I~
!:Bernard William Anders,as the executor of this my Last Will and
'"
Testament.
or
I'11 IN WITNESS WHEREOF,I have hereunto set my hand and seal
i thi s 2./~.i:!f day 0 f 4......,'(:,....[._./_'f,..."'_'"t,';..,,//,f._':,
,/
,,Will'and Testament.t/
1958,to this my Last
,",'
I,WITNESSES:
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R CC-81 (2-64)
;COMMONWEALTH OF PENNSYL VAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
BERNARD WILLIAM ANDERS
(Executor ~nunu
IN YOUR REPLY PLEA8E
REP'.R TO
38-79-1
J
In Re:Estate of__---=MA:..=:.::.:R:.:.Y=--,;:A==.:.ND=-E=R~S __,_---
____w_·_A_S_H_IN;,..-G_T_O..;..;N~.County ~F He No~63-70-589
Real Estate _--'-",...--_
Personal Property ~9~3~,~3~5~__~
J t.Held ~.Ll....,..J,.ISOW8;).,;....SM;S).....,-__
Total ......]...",...6....0....1...~.5~3o#o9_-_
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.
Date A_u=gu,-s_t_l_4-,,_1_9...;.7_0 _Signed
Title
(2;~O(~~.yiC
W.R.CHANEY,C F APPRAISER
DATE OF DEATH:May 1,1970
ESTATE INSOLVENT
Note:This is not a bill.
RCC-39 (5-68)
tOMMON'WEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of ANDERS ,
(Last Name)
MARY
(First Name)
DATE OF DEATH 5-1-70
(Initial)
FILE NO.63-70-589
REPORT OF INHERITANCE TAX APPRAISER
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".
8-14-70Dated:-----=--=-'----=-=-------
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 dedo.tion._~.______<tz..A h ,__."'....Da~d:8-14-70 I ~~/~~~V
REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--
Insolvent
VALUE AS REPORTED VALUE AS APPRAISED
$$,-------If---
35
Valuation of life estates or
CLEAR VALUE OF ESTATE
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)
COMPUTATION OF'TAX
$-------'-~-+---
$--------,.--4----'
$--------4--
$-------+---'~$--------1---..,
FOR USE OF REGISTER ONLY
Tax on $-----------1--~
Tax on $UY
Tax on $5%
Tax on $10%
Tax on $15%
Exemptions *
Total Estate--------4--_
TOTAL TAX $------_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
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
_____to $--------'
AMOUNT OF ESTATE TAX ASSESSED $-~L-
Estate tax paid $_--..:---IL-
BALANCE DUE $----ll-
Add interest at rate of 6%from t=
------Ito-----$---------l'
TOTAL TAX BALANCE $----~PAlO $--1
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 !...No.AdmInIstration
IN THE
year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.M4RYAN])~RS
Deceased
.;
REPORT AND APPRAISAL
Commonwealth of Pennsylvania
Late of .
County of
MONONGAHElA
WASHINGTON
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Fonn RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE ....................Augus.t......14..,.......197.O'......
DEPARTMENT OF REVENUE ..
RESIDENT INHERITANCE TAX COUNTY ...................Jv..~..~.h.!~.gt..9..r.:..................BUREAU OF COUNTY COLLECTIONS..APPRAISEMENT..HARRISBURG.PENNA.17127 FILE NO..............§..~.::.7..Q.:.?..~.~........................................
Whereas,....................Mary....Ander.s...................................................................................late of .......................M9..~.9..~.g~.b.~J.~..........................................
in the County of .............Wa.s.hngt.on.....................................................................................Commonwealth of Pennsylvania,having died on
the ............................l.....S.t...................................................day of ......................Ma..y...........................................19....7.0.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.............................W.•.R........Chane.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:I
I
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after I
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 Purpoles
$
PERSONALTY:
Checkil1~Account in the Pittsbur~h Nat'l Bkn
Refund from Hosnital Insurance 93 35
JT.HELD:
Series E Bonds in the names of Mary Anders
:
~1"In F.l ~;'OUt A1"InA1"Cl (F-----)1.508 58
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,,~1 ·.·"'-..·Total 1.601 93,-~r-·I ~.
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Estate Insolvent
fonn~:~bl:~::~h;.w~a~?~~.~a~:rer~~~~~;.e~§7:~~ei!~re;:zz,..........7!..................................................................................~':=.........
er and Street)
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•......••.....""'...............................w.Y.•..~..............................................•................,Penna.
(Post Olllee)
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WAS.I.UNG.'.l'9N,'County ,
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
",MA.RX"AN.P.~R,S."
Deceased.....
.:"Late of
.::
~9.NQNQA~A;I:."
Date of Death,,..,",}1.~Y.,.,.:I.:,L.,J~7.,Q,..".,.., , .
Appraisement Docket Vol.38,.
Page,.",."7,9~1.".".",,No.".6,3~.7,O~.5.8.9 .
Filed in Register's Office,....,Augus.t.....l~9...,,7.0
Amount of tax due,$ " " ".
-.::J)EPARTMENT OF REVENUE
Recei1!.ed,,.
Exa,m"ined and Approved,.
Wrote abo.ut Appraisement,
Appeal fyom Appraisement,,.
Entered and cMrged",.."",..,,,.,,..,,,,,,,,,,,.
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