HomeMy WebLinkAboutOC1970-0623 - ESTATE OF SORICERESIDENT DECEDENil'
COMMONWEALTH OF PENNSYLVAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
J
f\-".
.....•.Washing.ton ..
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the'
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF }AFFIDAVIT OF Informant------·--!~~~::~;~;g~L~i·······--------~B
Late of H..................County
.......ExecIltor-
and sayS
Pennsylvaniastateof.}ss:
County of.Wasb...t..ng.tQn....."
.....................................................................~.ng~.J.i.n.~$QX.i..G..~..I ..t.nto.r.mant ,..
of the estate of the above-named decedent being duly sworn,depose S
Decedent dJed ....~p:r.:JJ ~.
(Month)
....,·19 ....70.,{r.t!!.t!.t.!!...!'ll'!.i!llL.!.!.a.!.L~1J ....£QJlLil.CVfh~b..i.fI...~u!A..u~c1..}
(Day)(Year)intestate
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
deponent is familiar with the affairs of said estate and the property con-informant......................................................That as such
(Jo;xl!culor·Admini.lralor)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in 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
_~I~N~W~HI~C~H~D~E:::.CE~D~E~N:..:T~R~EN::..T:..:E:::D::.....:.:A:.....::.SA:.::F:.,:E::....:D:.::E:..PO:::,S::.;I:.,:T:....,::B:::O:;.X +....:.I:;.N...;N:.:;A.::M::E:.....:;O:.:.R...;N:.:;AM=E;.::S_O::.;F:......----f......;H:;.O;:.::LDERS TO DECEDENT
NONE
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth full v and in detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for
any other person or,persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designated as tax free,of the United States,or any state,or political subdivision thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated
market value thereof;all bonds and mortgages held by decedent and of all claims due and owing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giVing the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable
to the estate from life insurance policies carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
'dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
...
""
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of s~ch interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to'a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or '
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.Thert~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes ai decedent's death by(virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's Will,if any,died prior
to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent....
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administ~ation of this estate;counsel fees and fudiciar.y's"V,v·VIcommissionspaidortobepaid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of
death;taxeS accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,mld that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,
have been carried forward and properly registered in the Smmnary.
.....day of ~P.:.~19 .7...9
Subscribed and sworn to before me this .....~.~...~~'L~~~~~~!~:~~~
(Street Number)
Washington,Pennsylvania....................................;,.
(City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or busIness,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
RCC-34.(1-64)
COMMONWE.AL;TH OF PENNSYLVANIA
'DEPARTMENT OF REVbNUE
gUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY ~<'-'
.,..~
'~
Real property.in Pennsylvania,with statement of mortgage encumbrances upo~each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;If a farm state number of a-
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
NONE
/8 j~-Jllf%
tj-j'tJ-7&J
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
Insert this total opposite "real property",Schedule "A"in the X X X X X
liAs Reported"column on the last page of this return.
,RCC-35
COMMONwEALTR OFP~NNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This·Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,d~spite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)"
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,
stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKEl'VALUE (Do not write in
this space)
-0--0-NONE
.
~,
"
Insert this total opposite "Personal Property",Schedule "B"in X X -0-
the "As Reported"column on the last page of this return.
"....
.COIDfON1l'EALTH 01<''PENNSYLVANIA
TRANSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "e"
TRA.NSFERS
(1)Did decedent,within two years of death,make any transfer of any material 'part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)No
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)No
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _-=-==-__
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)No
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)No
(b)What was the transferee's age at time of decedent's death?_
(5)Did decedent in -his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)Yes
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)yes
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others decedent alone
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)_~n~OL-__
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)No
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)NO
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM DESCRIPTION MARIillT VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
1.All that certain lot of ground situate in
he Fifth Ward of the City of Washington,
ashington County,Pennsylvania,known and
esignated as Lot No.92 in the Wade Land
ompany's Addition to Washington,the plan
f said addition being recorded in the
ecorder's Office for said Washington
ounty in Plan Book No.3,at pages 110 and Ill,
nd bounded and described,as follows:
Fronting 50 feet on the northern side of
ast Wheeling Street and running back there
rom of even width 150 feet to a 20 foot
lley,bounded on the North by a 20 foot
lley,on the East by Lot No.91 in said
lan,on the South by East Wheeling Street
nd on the West by 20 foot alley.
Being the same conveyed by FIDrence Soric ,
idow,to Angeline Sorice (daughter )on
ctober 10,1958 and recorded in the
ecorder's Office on April 20,1970 as
aper No.195~,Deed Book 1315,page 1148.11,000.00
3SrfJ,osP:;:::7 ~;tMh/¥a.~~.bio -4;;:::tu:.-6lv UdJ F ~-.fit,--~-p~
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.11,000.00
.RC~~3S ,.
COMMUNWEALTH OF PENNSYLVANIA
'rHAN~FEH TNHElUTANeE TAX
r~SInENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
nSTRlTTIOSS:This schedule must disclose all property,real and personal,owned by the decedent jointly
wi th another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or ont of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the neeedent.==D=E='S=:~-~p-tion of Pr-op-e-rt-y-,-Da-t-e-o-f Acquisition,N~-m-e-l-uillTp--e-r-c--e-n-t~~-'--E~t-a-t-e-
Address and Relationship of Co-Owners,and Place ;Value I Share Valuation
of Record of Instrument,where Real~state._1 _
Property Interest
Joint Savings Account No.178-09-759 .01
held in the Mellon National Bank,
Washington Office,Washington~Pa.,
in the names of Miss Angeline Sorice
Mrs.Florence Sorice.Opened 8-8-46
Balance as of date of death $2553.04 50%
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.
RCC-43 (5-65)
COMMONWEALTH OF PENNSYLVAtf!tHFEIYEO
DEPARTMENT OF REVEt4'QENTY c8AUOF
HARRISBURG LLE:CTlONS
Ant 8 IJ
Apftf7fHWO
.r'-'
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 s.4th Street
Harrisburg,Pennsylvania
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961
we herewith submit the following report:'
NAME OF REPORTIN'G
FINANCIAL INSTITUTION
ADDRESS 40 SC'Nf:h Mail Street,wa.hi.agt.on,Pa.11301
ACCOUNT NO.OF JOINT,.
TRUST OR INVESTMENT DEPOSIT 1'8-19"'1196.$1 ••9tn,I--·
NAMES ON ACCOUNT
OR INVESTMENT NJ,'~A1!I!lia._~~~e
.._,'l.~ene.•so..~ee·/
!
.---~.
RCC-134 (1-69)
COMMONWEALTH·OF.PENNSYLVANIA
DEPARTMENT OF Re-VENUE
BUREAU OF COUNTY C'bLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO:_-lMa..I.....S.u.SI.-l:lA~NHGE....L....!.L.&NE:u.;L.....WS~OuRI.LlC~EIiL._
617 EAST WHEELING STREET '.WASHINGTON,PENNSYLVANIA 15301
Date:...:.,_--=-=.Apl:!-!r~i!O.:!!l~1~6!U'L..:.,..=!!1~9'.!..::O!:...'_
County _~W:..:.;A=S.=.::H~IN:.:..'C:...:T:...:O=N.:...--_
County File No._
Bureau File No._
We have received notice that,_1.~..':I••I.*••I!.DIX!Dbb.:nrx
on',.'.Aprt.l~.'.19 7~Y?~5ame into ow~:rshipof certain property throug~.n_".Da
'1r"I~.'."u:lt'II MRS.FLORENCE SORICE,Deceaaed.'
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The propertyonwhich tax is hereby assessed con~i'sts of:Jt•sa...Acet.#1'8...09-7596 ..01 h.ld
in the MEtL()N NATIONAL BANK,WASRINOTONOFFICE t WASHINGTON,.n...in the aalllts
of MISS ANGELINE SORICE.MRS.FLORENCE SORICE,Openid 8.8.46..Ballhe.as
of date of death,$2,553.04
appraised by the Commonwealth,as of the date of death,at $2,553.04
50 %of this amount is taxable at the rate of 6 %
)'-ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
.AMOUNT OF TAX DUE
o If you pay the above amount within three (3)months
,of the datjo~dea~of the de'18ent,or on or
before U y .19 you may deduct a
discount of 5%of the amount of tax due,or
1.276.52$_--!:!~~~=---
'6.59
$--------
ASSESSED BY:__------------
o This tax became delinquent,fifteen (15)months
after the date of death and,in addition to the
tax,statutory interest at the rate of 6%of the
tax per annum is also due as of*_
19__in the amount of
*If the tax is not'paid by the above date additional
interest is due at the rate of 6%.per annum until
paid
TOTAL AMOUNT DUE
APPRAISED BY,~,
..(Inheritance Tax A6'rser)
$16.S9 $::::=:==========
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks'or money orders payable to:To insure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bring it to:
ou have already paid this tax to an executor,administrator,attorney or other personal representative of the
edent for forwarding to the Commonwealth,list below the date paid,name and address of t~,e ,pet'son to vJhom
made payment,their official title,and the amount..+'..,,,.-
e Paid _Name and Address of Payee Official Title Amount Paid
er certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses
ther just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
you may qualify as deductions against the gross value of,the property in the computation of tax due.If any
h expenditures meet all of the three following tests,it is r~commended that you itemize the payments below,
cute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow
se wh ich he determ ines to be proper.The tex will then be recomputed and you will receive an amended
essment of tax.
E THREE TESTS WHICH MUST BE MET ARE THAT:
You were personally legally responsible for these debts,and ,
You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handl ing the admin istration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
te Paid Name of Payee Description of Obligation Amount Paid
.
TOTAL $
(attach separate sheet if required)
MMONWEALTH OF PENNSYLVANIA)
SS:
UNTY OF:)
hereby certify that the foregoing is a just and true statement of
neral expenses and other debts of the decedent,,for which I
s legally responsible and which I did payout of the property herein taxed.I further certify,that to the
st of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
x purposes.
ORN AND SUBSCRIBED BEFORE ME THIS DAY OF19__.
Signature of Taxpayer
Dat
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3-
REPORT OF REGISTER OF WILLS
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
have allowed deductions listed above in the total amount of $--------0
Date of Approval:_
Register of Wills
III.I.J •,.
of-.•-~,
RCC-37 (12-63)
n),nlO~\\·E:\I.Tll 01-"l·E:\'~~YYl.:\Nl:\
TH:\NSFEH 1:'\IlEHlTA!\TE TAX
RESIDENT DEl'EDE!\T
SCHEDULE "D"
BENEFICIARIES
-
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwboillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise.in estate)forth this fact.)OR NO BIRTH
NONE
-
-
\
h
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
..~,-
OF THE
ESTATE OF
Deceased
FLORENCE SORICE
(")Col ...,>-0 ~...0 ...(I)(I)0 I\>...I\>.....'"'"::3 0 ......
'"::s '".....,::3 >-0...,rt (I)e....
I\>...0X~'"'0.
I\>"<:>-0 ~/II •cr'...
Cb ~0 ....'0 ';<:
t%j ~/
'"~~.;....I\>.\'....~(I)
ttl
Iia
'0
CD.Ii4
(Executor-Administrator
must complete "As
Reported"column #1.)
DJ THE
.r'~&$--7 O-v~,JtNo.Year .
~IATIER OF THE APPRAISEMENT
Will
Administration
Late of ...WCl$P:LPgtQJ:l.
'"\id "08 N01~)NIHS\'/A
SIII i.\.:1 0 'd 31S!V3'd
o~(\~J ':~:-i ';3 ~3 SntI
It ,""t '·"1 "",1 "II -'!l ··1_.~t Ii -....-,!
I
Coun~~Washington~__..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
2S q.llou i.l riOr ol.,
CI)c:::
~~>-~..........~;".-....-..to-<ui en en CI).(')(')(')Q ::r"::r"::r"::r •. .
.,d ti >
trl ===......
-&9 ->h -fh -(I).->h -&9
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I-'>-,I-':I-'I-''":N ,..:.....~
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:.U1 0 c..
001 N 0,N
-&9 -&9 -00 -(I)~-&9~:,.~•.>-.~:,....'\.~,:r.
.i.:'0~.~~()~-...,.,~:O ~l~_'J.:f':~.~: 0 3~.S6 [.\J:,~C\
t
~
>~
't;,.
d';~_""':"'(L.S.l
SWORN AN~~~RIBEDBEFORE Ma :;;2'77"A-<...(~DAY 01"_~
__~~:CM~_
~~
Form RC C·lO DEDUCTIONS ALLOWED IN \
~.,".$a?:-.!~{tt.OFFICE OF THE STATEMENT OF DE;BTS THE SUM OF ............-.
REGISTER OF WILLS
AND DEDUCTlONS DATE APPROVED 2-/6'-20.........................................................OF COUNTY ~
:l;'NT;jj,C?~O:;A;~~~~ttl?J::;)•m ~.I'J:pter~~~~g~-~,
ESTATE OF Florence Sorice LATE OF Washington ,Washington COllnty,Pa.
?-/O r 70 /.6,1970OATSOFDEATHAprllDATEOFFILINGAPPRAISEMENT•
DATE NO.OF NAMi OF PAYEE REMARKS AMOUNTVOUCH';"
197P",::!Graham P.Cowieson Funeral 1i01-t;071.........
-10
"28 Drs.Salvitti &Tripoli Professional services 50 00
"28 SetvicesWashingtonHospital 52 50.
Jun~10 WasliJ.inqton Hospital Balancp C''(""PC::]50
Kurtz Monument ..-,1 s.n DO
~/1AA ·t
p ?>PAj~/k4LL ./{)O (J (J-i)fa /I I
119ElectricBill15
Water Bill 17 ~6
r,.::l~Bi11 29 ~3
City Tax 102 ~O
School Tax 172 ~9
County Tax 61 ~9
.
,
3,356 66
COMMONWEALTH OF PENNSYLVANIA }ss:'W9'j',5U
COUNTY OF Washington
I,Angeline Sorice HEREBY CERTIFY.THAT.TO THE BEar OF
MY I(NOWL.e:DGE AND BELIEF.THe:FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FU....L ";fJ".'ND UF'N."0'
ADMINISTRATION SUBMITTED TO THE ESTATE OF Florence Sorice DEC •D.AS DEDUCTIONS FOR.INHERITANCE TAX PURPOSES..
~v 1J ()
P"/l !'"f)c.t U
.lJ?oJUII (?Ptl I S2
RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
ItolHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
ANG&.INE SORICE Inronllant
IN YOUR REPLY PLEA.E
REFER TO
j
In Re:Est~te of--------..,;------------------
l't'l'.'"'.'JJ'..:jJ''VVVi.'JIl..v...~it.Jl,.t~
You are hereby notified that the original
appraisement in the estate of Florenee Sorice ..
has been filed ~theoffice of ~~e Register of Wills qf Washington
County on ~ulY 10 ,19L.Said appraisement reflects the
following valuations:
As to such tax that is paid within three months fro~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 a~appraisement may
appeal therefrom as provided by law.
Title
Date __"'----'J:...:;;uly:;.....~l_O~·,_1:;....97:....:_0 _
Note:This is not a bill.
Signed It::-T~'--+-r-...,...;....f-.-~~'"l"'>t_::::e.r-~~7;1 fk.
tfP'
1"-
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT,
SUMMARY
(Initial)(First Name)
(
Estate of_S_0_H_I_C_E"--,__FL_0_R_1_'N_CE DATE OF DEATH_4..:....-_6_'-7..:....0__FILKNO.63-70-623
(Last Name)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Apprai.ser 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 edules "A","B","C",and "E".
Dated:----'=<-07L---"'1=-"0-'---L-70~__
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for ~vash:ingtan 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 deduction.~_..';b L "'~~A
Dated:07-10-70 ~~~
REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--
11.00 00
1.271 --sz
12.271 152
1.351 66
8,91 86
$
1l.000 00
1.276 52
12 27f..1)2
1.156 66
8,919 86
VALUE AS REPORTED VALUE AS APPRAISED
$
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 $--:::"----==-=---+~-~
Tax on $8.919 86 ~
Tax on $5%
Thx~$1~
Thx~$1~
Exemptions *
Total Estate -l-__
TOTAL TAX
COMPUTATION OF TAX
$-----o::-::-::-f.--=-:::--
$---'5:::.::''3-'-+5.=1.!...9_
$-------4---
$--------1---
$-------+--
$------_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 :::::::::t====
BALANCE OF INHERITANCE TAX DUE $C
Add interest at rate of 6%from_____to $---J
AMOUNT OF ESTATE TAX ASSESSED $--------iL-
Estate tax paid $--Jl-
BALANCE DUE $----~~
Add interest at rate of 6%from t=
------Ito-----$--------1
TOTAL TAX BALANCE $-------lPAID$--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 !No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF ,
.fL~mC:E..$ORI.QE .
Deceased
Late of .
County of
WASHINGTON
~vASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
"
;"
."
Fonn RCC-2
DEPARTMENT OF RJ:VENUE•
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE J.:u.lY ;bQ~J.::.9.7..Q .
COUNTY w.?:§.h:i.:~.~.9..!.l:.
FILE N •63-70-623o .
Whereas;..;~fJ.:9.r..~P.:.g.~9..<?:r.~.~.~late of ~:Wa..;?Q~.gt...?.~.
in the County of W?,§.ill)].gt.9.P:Commonwealth of Pennsylvania,having died on
the 9 ~.~day of A~.~:l::19...??..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,w..!.R.!G.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.
I
Unit AppraisementDescrIptionofAssetValuesMadeforInheritance
I
I Tax Purpoles
1
$i
TRANSFER:
SP.P.~nn~T n f C 11 e pe ll .<l++J:ll"hed +'0 annraisement 11.00C 00.
JT.HELD:
See copy of Schedule liEII attached to appraisement 1,27e 52
\
Total 12 276 52
form~;V:fh~~::~h~SW<>n1~d~~,~:;o~e:b~~~:~;~e §S~"31~k
-'(jJ ..'Z -;~.......,"':(Nurn and Street)
\......'-:'-_;1';;:;...:,...Penna.
.......WASHINGTON .County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
FLORENCE SORICE
Deceased.
Late of
WASHDJGTON
Date of Death,APr.'?:J 9.,l.:9.7.9 .
Appraisement Docket Vol.,3.$.
Page,j~..~~No 9.3.:-::.7~.9~3..
Filed in Register's OfJice,~.1:l:l.:y :IP 19 7Q
Amount of tax due,?J .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut A ppra.isement,
Appeal j,.om Appraisement,.
Entered and charged,.
t-