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Home My WebLink AboutOC1970-0629 - ESTATE OF BERTRANDOFFICE OF THE REGISTER OF WILLS Form No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER S10.000.UNDER SECTION 701 OF ACT OF JUNE 16.1961,.JEFFECTIV1:JANUARY 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) G3 -7 0 --~'ZJ County of ..,~~~I:I;r.I:'!<:77'.q~,.;, P.~GlP.~.13.E).J;t.r:q.p~',of .P.~.D.:i.t).~mQJ:'.~.A:v.e."..Bw:ge.tts.town,..p,a. (Name)(Addre88) being duly ~~~:_~.according to law,deposes and says that he is the Admin.is.t.r..at.or _ /// / '(Exec.,Adm.,Legatee,Etc,)Marcella Bertrand,a k a Marcella C.Bertrand,a k a of the estate of M.f_~_!H9:.f:f'.Y.__;a§f'.tf_~nQ whos~last residence was ----(~o3---lQiP.-s..ro9.t:~--~~~DJ~JJ..e--------------- Rur_ge.t.ts_tQWn deceased,and that the whole of the estate of said decedent,who die~~¥._L 5;rj--q~"__f) (City;Borough or Township)- .../e)li ;"onsisted 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 Aim RELATIONSHIP OF OTHER OWNERS. ....,.EstimatedRealEstate., ......~Value ;.2y / (J I (1:Cf»1?d Y Wl 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. Jointly Held Property .Estimated.."Val'~e, All that certain lot of around si.j..".....j..~;n f-"'",'Qt'"\'I"'t'"\",.....'h t'"\+=~-oJ oJ Wrl~h;~~'hTrln;rl rlnr1 r1A~;rrn;::lrAr1 ;::Ie:::T.nf-1\1n 11_L with improvements,known as 63 Dinsmore Avenue,Btirqettstown, ~~~.II~4~i#a'J4~rvTAT;::I e:::"';PAnne:::\Tl '\:7;::1n;;::I ~AA nAAr1 'Rnnk Un 1nmA -q~7 /0..0 e> ~~~;/)()O 'To')275.Joint tenancv with riaht of survivorshin betw e~decedent ~d, r..J J.1t-~""-\$6 53 ~.Deane L.Bertrand:000.00 .r-c U '-./ Mellon National Bank &Trust company~~et-.t O'f''f';,..A - tstown,Pennsylvania in the names of Marcella Bertrand and Deane 1Ir£, '7)'~ Bertrand.Balance date death:52.681.75 ----L.at of 51-14';o _.0___8-"1- ~~,-t ~,.,"'~,1 ~~40.87Transfel'swithin TWO YEARS Prior to Death 0'''''-.0 .,.""-.ota :S..:J¥t).91 That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly wit~,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 - 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 - I, I ,. " RESWfNT DECE;DENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions. Funeral expenses paidLeeFuneralHome DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN,-----......:::.=-=--=-=..:==--~---,-----·------=:..:..:..:::..:::....=.==~.:::..-.:::..--------,-'--.....::.-:'--,---miKEGISTERONLY $2 058.00 $ Family exemption (will not.be allowed unless decedent died residing with a spouse or children.) Bloom 'Rlnnm Rn &Bloom .L Administration Expenses •. Counsel fees •100 001 ..•' Fiduciary commission • OTHER DEBTS AND CLAIMS (.)See Note below Kurtz Monument Company I.'...........,~........'G8.00 Slovan Ambulance Service 25.00 Russell Marino 3.00 Total $2,224.00 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...'..~...~~.p_."._... .. Subscribed and sworn to before me this.. . . . . . . . . . . . . . . . . . . . ..M a:L:I .(Executor-Administrator)......."'?~Of.!J:::i.Jn.e ..~:..,l~lw~NE EBELING.Notary Pu.b!i~.~~..~~~?~~';-~.~Y~~~.E?. ..........~...............~wy .~Oh~~ti.SSiO;E~~~rget::e~~~~~~~e~~~tt t(street NUpmber)1 . ,as mg on,as I 'Durge sown,ennsy vanl.a-(city 'o'r'To'~~'~~d'si~t'e)""""""" in conformity with law on thisthattheaboveappraisementismade .........................,19.2'?.~.L!",.J'..~..~-<A ......~..:--O~APprrus~;b'~ In the event that any future intel'est in this estate is transfelTed in possession 01'enjoyment to collateral h '.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. EISTER.»F WILl:;S I,the undersigned duly elected Register of Wills in and for.....CJ,~_... .ounty,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amo ts claimed by deponent,t as to those items where a greater or lesser amount st column to the right in said schedule above,which greater or Ie se amoun e resents the~~uction. Dated:.~i;/57cJ.............R'egi~t~;~f Will~'. /. - 'l:~ ~. '1 Form No.RCC-62 (7-69) Will Administration }No...t;2.7."Year .7.C) IN THE ;::,y: :=> r-..Jco .. \.r l .{ ...,. /"'".. MATTER OF THE APPRAISEMENT.' OF THE ESTATE OF Marcella Bertrand,a/k/a ..¥~:r;~~.l;~~..9."..J?~F.~~~l?-~l ..C;i/~/~.. Mr"Harry Bertrand Deceased Late of ..~\l~:'gE?~:~9~~\o'{J;1.,. County of ..Wash.ing.ton . ...-r~....-..1 • Commonwea~!l ~~Id5nnsylvania .~- »rr"l -c-r-- (fl c:.0:=c=,::I:-l():x: -U'>(fJ rnREPOlrT:::~ND APERAISAL~?:~~.-C:;- 0"...-"'P ''''-"-...,,"~~ --'''"i ~~__ f..J ~~:....:...:0:::::::.-z -0'-0»U) " RCC-8l (2-64) tOMMONWEAL TH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INH'ERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT DEANE BERTRAND r~~X~~XAdministrator) IN YOUR REPLY PLEA.IE REFER TO j In Re:Est a te of ...:.}~fA~R~C~E~L~L~A~B~E=.:1R;.l.,T~RA~:!..!N.l.!D,,--_~-_ ____--.:.W.:.:A.::;:S:;.:H:.::;I::,.:N:.;.TG;::;..T.:..:::.o:.:.N----County -File No.63-70-6 29 Dear Hr.Bertrand: You are hereby notified that the original appraisement in the estate of Marcella c.Bertrand has been filed in the office of the Register of Wills qfWashington County on July 22 ,19...LQ Said appraisement reflects the following valuations: Real Estate _-.-'---..;.... J t.HelE.e;n~_---"'54,.......3~4~O__.u8.L..7 _ Transfers __----~---.,.--,..-.,----- Total ...,....~5:...J,,~3:.::!4~0~•..:..8'-!-7--- 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,inter~st at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an ap~raisement may appeal therefrom as provided by law. Title W'.R.CRkNEY Da te ---=-J...:.u:.::l:.¥.y...,......:.2:.::2...z,---=1;..:;;9~7..;:0~--Si gne d 1-"==:"':;'"7'4-~~=:::7J.:~:::z!=!~_:a )pf\ ER DATE OF DEATH:};lay 15,1970 Note:This is not a bill. ,•i RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of BERTRAND,MARCELLA C. (Last Name)(First Name)(Initial) DATE OF DEATH 5-15-70 FILE NO.63-70-629 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". 07-22-70Dated:-------'-----'----'----'---::..------ 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 deduction./J ~"~~ Dated:07-22-70 I ~//7e REGISTER OF WILLS VALUE AS REAPPRAISED $-------+-- 5.140 87 5 340 87 ???L1 nn 3 116 87 5 34.0 87 5.340 87 ???L1."'''' 3.116 87 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 $------.,.....--::-::::--::1---::-0- Tax on $3 116 87 6% Tax on $5% Thx~$lK Tax on $15% Exemptions * Total Estate -+-__ TOTAL TAX COMPUTATION OF TAX $--------4-- $---J1Io..l.R.L.J'74-J"'ol..Jll'L..- $--------4-- $---------+-- $--------4-- $.......L__ (*)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 $--....J AMOUNT OF ESTATE TAX ASSESSED $------1L- Estate tax paid $---lL.- BALANCE DUE $~I___ Add interest at rate of 6%from --------Ito-----$-----~t=TOTAL TAX BALANCE $--~, PAID $...J 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 t...No.AdmInIstration IN THE year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARCELLA BERTRAND Deceased Late of . County of BURGETTSTo\/N._-_. ...~~u JvASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL .' ;' Funn RCC-2 .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 'COMMONWEALTH OF PENNSYLVANIA. RESIDENT INHERITANCE TAX APPRAISEMENT ~ATE J.uly 22..,1.9..7.0 . COUNTY ~~~.~.?~.~.&.~.?..~. FILE NO•.......................§..~.:..?.9..:..~.~..~.. Whereas,Ng.r..G..~.l..l~G.."B...e..r..t.r.~.n.d.late of ~.~.r.g~.:t.t..~.:t.9.~y.P.". in the County of J:r~.~.h..i.ng.t.Q.n Commonwealth of Pennsylvania,having died on the l..S t ..h day of N~.y.................................................19...7.0..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~(~..~..~9.h.~.P.:~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 See COpy of apprrosement filed Total Unit Values $ Appraisement Made for Inheritance Tax Purpoles 5.340 87 5 340 87 .1'lASHINGTON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARCELLA C.BERTRAND Deceased. Late of .J3JJ.RQ~.TT$.'r..QWN Date of .Dealh,:HaY l.S..,it.7'O . Appraisemel!t Docket Vol.,J . Page,..$.r..~:~No .§}~.7.9.~..§.7..9... Filed in Register's OfJice,J..y.l.y ~.7...,.19.7.Q. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal t,.om Appraisement,. Entered and charged,. ~ , ',.' i II,j.!!:__-------II