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Home My WebLink AboutOC1970-0613 - ESTATE OF CARSONR CC-8\(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT CURTIS CARSON Inforrrant IN YOUR REPLY PLEA•• REFER TO / In Re:Estate of ...,..,......;D;;..c.E...;];;:;;·.I~,A.-...;::C~A;;;.;RS;;;;.·,:;.ON~_ _----W.:.::'A:.::S~H:.::I:::.:N;::,;GIll:::.:,O~N:......;..----County .,.FHe No.63'77Q...613 Dear Mr.Carson: You are hereby notified that the original appraisement in the estate of Della Carson has been filed in the office of the Register of Wills qf Washington County on July 6 ..,19.1.Q.Said appraisement reflects the following valuations: Jt.Held ~_-'--""'--__.;.;:;.4L.:,5~O;..;;O;.:,•..;;..OO~-_ Personal Property -- Transfers -------_-...,.. Tota1 _-----_---'4:::t.J...5.:.:0~O~.~OO:.:::-_ 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 _-----J...;u~lY..--:...6,~1~9~7..:..0---- Title li.R.CHANI£Y DATE OF DEATH:October 4,1964 Note:This is not a bill. ·. RCC-39 (5-68l COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of CARSON, (Last Name) DELLA (First Name) DA TE 0 F DEATH ---,,1.:-0_-4....:.--_6-:4__FILE NO ._6_0_-7_0_-_61_3_ (Initial) 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". rtl-06-70 10-04-64 Dated:---=&--.;"'-=-';-=-------- 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 aUowed .,a dedoclioo.!f!:~.RL~~,.•__";;) Dated:07-06-70 ~~~yvvv REGISTER OF WILLS 4,50U UO L..500 00 1.627 00 2,873 00 1.1..500 00 L..&i00 00 1 627 00 2,873 00 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 FOR USE OF REGISTER ONLY Tax on $---------1--2% Tax on $---------1--6% Tax on $---------1--5% Tax on $~_=...".....j..."...",__~ Tax on $2.87'1 00 <J2V Exemptions * Total Estate --1-__ TOTAL TAX COMPUTATION OF TAX $---------4-- $---------4-- $---------4-- $-----~=-+--=--$=43::..::0~9~f5:.-. $-------'--- (*)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 ::::::::::~t=== BALANCE OF INHERITANCE TAX DUE $t:= Add interest at rate of 6%from _____to $------ AMOUNT OF ESTATE TAX ASSESSED $--------1L- Estate tax paid $-JL- BALANCE DUE $ ----lL- Add interest at rate of 6%from----~to-·----$------It=TOTAL TAX BALANCE $-----~.PAID $---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 Administration t No. IN THE Year . MATIER OF THE APPRAISEMENT OF THE ESTATE OF DELLA CARSON Deceased " Late of .. County of CHARLEROI . .WASHINGTON. Commonwealth of Pennsylvania REPORT AND APPRAISAL 1 ~ Fonn RC~-2 1,COMMONWEALTH OF PENNSYLVANI~ •,DEPARTMENT OF REVENUE",..RESIDENT INHERITANCE TAX BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 APPRAISEMENT DATE .~~y 9..t...+97.Q . COUNTY ~?:.~1?:?~.<?~. FILE NO ,§.?:.??.:.§.~?.. Whereas,P.~.~~~~.Cl:~.~?~late of g~~~~.~?~. in the County of W9:.~.h.:i,ngt..Qn Commonwealth of Pennsylvania,having died on the 4 t.h.day of Q.~tqp..E?:r.19 94,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,J~.!.~.!qh.~.E3.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. JT.HELD: Description of Asset Part of Lot 3 of the Snyder Plane Plan of Fallowfield Township and Lot No.4 of the Sub- Division of Lots 2 and 3 of the Snyder Place Plan of Fallowfield Township.These lots were held in .ioint names with Anna E.Carson,the decedent's sister,with right of survivorship. Unit Values $ Appraisement Made for Inheritance Tax .Purposes 4,500 00 'i ---------------------------------------t-----tII-------f---: Total 4.500 00 1-------------------------------------11----1...-----+-- \'lASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of DELLA CARSON Deceased. Late of CHARlEROI ~;:a;:"~;';:J~a;;;;c;:;,,r···~·7§1,·················,. Page,g:~:..-?=No (,?~.7.~.?;L.?.. Filed in Register's Office,cl..\lJ..Y 9...l 19 7Q Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal fl'om Appraisement,. Entered and charged,. \ ,. g...-., Form No.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 18,1981,.j EFFECTIVE JANUARY I,1982.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED) '9 OFFICE OF THE REGISTER OF W,ILLS County of , , ,Washil1,gton',, .,.,,, ., ...,..C.ur tis.Cars.Qo..,"..','",.,""",.,.,.of ,.~?A.p~~r~,y'~Y.O:':l~.O:.if.v.~:,'..~?r:~P..9~~:a;~~roi, (Name)(Addresa)Pe nna • b ·d l"'n d'I d d'h h .th informant .emg u y sw.Q.....accor mg to aw,eposes an sa}stat e IS e ----- (Exec.,Adm.,Legatee.Etc.) of the estate of D_eJJ._~__~aX_$..QIL whose-last residence was K!_Q_!~~_,~J:l_~(-s!Je)--!-~i--L---------- now known (No.)treet __E.9J.J-_Q.wf~gJg ?:'.9_~n_!?_b_~.E__.deceased,and that the whole of thcVestate of said decedent,who died _Q9_t.Q1?_(B~_)--4-~---J-964 (City,Borough or Township)ate consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES Aim RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value N()NH'.K Nl llA1N r Personal Property NONE KNOWN .-. - 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. Part of Lot 3 of the Snyder Place Plan of Fallowfield Township,and Lot No.4 of the Sub-Division of Lots 2 and 3 of the Snyder Place Estimated Value " Plan of Fallowfiel4.Township.These lots were held in joint names with Anna E.Carson,the decedent's sister,with right of survivor- Full Value -$9,OOO.Qg shi •See attached detailed descri I .•v .I Transfers within TWO YEARS Prior to Death NONE KNOWN / / 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 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 BO}!: THIS SAFE DEPOSIT BOX RENTED IN NAM"E OR NAMES OF RELATIONSHIP Olil JOINT HOLDERS TO DECEDENT NONE~-..n..I.:!I.lo...n~+--+-_ 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 Anna E.Carson.~;e::+~r Voe::R ....+;YO IR D #2 Charleroi.Penna.- -•. - .i\, "." T" I BEGINNING at a point on the State Road at the of Lot No.3 of the Snyder Place Plan of Lots and bounded and 1°30'West crossing Stephens Way a distance of 220 feet to a I. II, thence along the latter North ALL that certain tract of land situate inTRACTI - corner of Lot No.4 of said Plan; described as f611ows: II I'I Fallowfield Township,Washington County,Pennsylvania,being part II I II I! ,. ,.. '..' J, .., "" ",f t.t to.r: r f.'r I. " thence at right angles ". " AL~that certain tract of land situate inTRACTII- ~ngton County,Pennsylvania,on October 14,1940,in Deed Book 10,1940,and recorded in'the Rec6rder's Office in and for Wash- BEING part of the same premises as were convey-I' ·S.Carson,Anna E.,Carso,!1.and Della Carson,by deed of ! .,,;.>\.1, Lydia E.-Har.ris,·his wife,dated October l 'I~ j j I 1957,and ti tIe'thereby vested solely in Della Carson and Anna E.I. .I· ..1 Carson as the surviving joint tenants. 'Volume 638,page 534.'The said John S.Carson died October 19" I point on the northern side of said Way; I 'along said WaY,South 87°44'West,for a distance of 70.89 feet I~II'to the southeastern corner of Lot No.8 of the Sub-Division of Loti II Nos.2 and 3 of the Snyder Place Plan of Lots;thence across said ,. ",I .''':'.,..:r/ ";~.../Jl'J. ..,I "t,'~f~,. " t, o},).~.'.~I!I, " J '1 ".~~,>t, j i'(. (~t-'j. •~, • r ~','r Stephens Way South 1°30'East a distance of 220 feet,which cour~r I.!.,",,";;~'::"I/salso the east~rn bou~da".y line of Lot No.4 of the said Sub-'l {\':',:".."I Division and WhiC~course terminates on the aforesaid Northernsidel ,J,of the State Road.;thence along the latter North,87°44!East,..'I".'::.,,',::r',I for a distance :f 70.89 feet to the place of Beginning.II .'I.{''.:'\.,i.,.~ "'I .."\-".,j,',~I ,.:,\J,,'!.,~.",:..I l..I ed to John ~II<6 t'I',":~':/:",I Char'les R.Harris and ,::',:':.~'II "'I,'"1;:,."', .I.,....~".~ 'r ','',\.',,:."::\t~"v j~~: ,,.'.," South 87°44'West,for a distance of 50 feet to the northeastern thence North 1°30'West,for a distance of 200 feet to a point ., ',I ,.. <, \, y and which Lot is.bounded and described BEGINNING at a point on the State Road at the, .' " ., ..,. and Joseph Prise; !~'. ",L,.-.,. the southern side of Stephens Way;tpence along said Stephensw.ay southwestern corner of the Lot,described in the above Tract I; Ij Ii 1 ,I ".il I '::.,I Book 7,page 32,said'Plan ha.~,~ng been laid out by S.L.wood-,l III I II thence along the latter~ a distance of 200 feet to a point on the.I aforesaid state Road;thence along said State Road,North 87°44' corner of Lot No.3 of said Sub-Division; as follows: .-~;;:~~;:,.'~_,J "':","" .'I:,~",'.';.~.'.,:.'!South 1°'30'East,for ,~'1.".I •I t;,I",,+..,'t I "!I "t,...,. a distance of 50 feet to the Place of Beginning. ~l Prise,'et ux.et al.,dated April 14,1941,and recorded in the .' t, ,,".t, I.~. \, ." ,,, .t '~.~·tt ,I " "".t .1 East,for 'III'I BEING the same premises as were conveyed to John S.Carson,Anna E.Carson and Della Carson,by deed of JosephI I I·I Recorder's Office in and for Washington County,Pennsylvania,on I i .1 'I\APri1 15,1941,in Deed Book Volume 642,Page 319.The said John I. II S.Carson 'died October 19,'1957 and titIe thereby vested solely in! I \1IDellaCarsonandAnnaE.Carson as the surviving joint tenants.I t-,-,I. ~,-j,>t'''.•,-'.l," I•It ~. '.j i I ~-" "II . II. ~-.I " I\!",a, •I ":if (~I ",II '\.~,!"11 II II II III ( I!2 f 3 .DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN Harold L.Schrock ~EGISTERONLY Funeral Home-paid 11/20/64 Funeral expenses paid $1,600 OC $ Family exemption (will not be allowed unless decedent died residingwith a spouse or children.) Cathy J.Rosenthal Administration Expenses *Notary Fee 2 OC -orHowardF.Carson Counsel fees ..25 Fiduciary commission * I OTHER DEBTS AND CLAIMS (*)See Note below - "," Total 1,627 00 '~RESIDENT DECEDENT.DEBTS AND DEDUCTIONS CLAIMED • ,..~-NOT.",L"t fi"t five 'te""'n tho ,.~,;,".,ov'dod,ob",..not.tiono thoreon,and 'nob-u,tion,. I I I .N ~th.Gh~.:t:~.~;r:9~,..P.€?l'H1~.•..........'" (City or Town and State) (:t:~~~J4x:Informant .3.3l.Pe.onsylvania .AV.enue . (Street Number) Subscribed and sworn to before me this . ...::f?rrd day of May ,19·70.(.~~'''~,S(;;(.A~~"Cl~lER BORO WASHINGTON COUNTY ~~y c'OMMISSIQN FXpIRr:S MARCH 12 1973 Note:The estate agrees to advise the Register of Wills if the amount actually paid in set or less than the estimated amount claimed and allowed. In the event that any future interest in this estate is transferred in possession 01'enjoyment to collate 'al irs 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 T~t}ISTER0 WILL I,the undersigned duly elected Register of Wills in and for..L4.(",..County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claImed by deponen , e ept as to those items where a greater or lesser amount is set forth in the column to the right in said schedule above,which greater or I amo70present~t~lI~~s a deduction.,... Dated:............~..../Z2d............tIh.~~......//7..~ Register of Wills -IIIIf:...r' k Fonn No_RCC-62 (12-66) Will ~J -7 C'-t,I 3 Administration INo..'"Year ..- . ...\. IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF '\.........DeJ-J.q..C&+~.Q(l . Deceased Late of .F.&lJ-.Qwf;i.eJ-A .:rP.WJ;l~J:1:i.P..... County of ..W9..~b:j..Jl9tQr). Commonwealth of Pennsylvania ~ ~'- .."t ...,...-.~.... :~~",,,, .~t:::J...'-:.J.=:z REPORT~NP~PPR~~AL!l t,.,.,.?G-r-.I-'--...; :J:'-.:-e:--VJ en c..-::;1""'*'--.:'l:--I .~:.'L;..::"c.)C1'i I'J ~.,--.f •J j-.-"'-~~,_T ~~;.:::v r-~"-.j •1 ;:::0 "T'-:-o l_~~......,.-:::.....c.)~~:J:;:::::::::'. "I:1r-::'::~u')0 tA.,)ieo HOWARD F.CARSON ATTORNEY AT LAW 212 FOURTH STREET 'eHARL,EROI.PENNSYLVANIA 15022 -I