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Home My WebLink AboutOC1970-0654 - ESTATE OF RUSSELL~:r~:::~C-62-~7-6~THIS FORM REQUIRED I~ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 7010F ACT OF JUNE 16,1961,j,EFFECTIVE JANUARY I,1962.(FILE IN DUPliCATE WITH COpy OF WILL ATTACHED)'~" ,\,'..··,f· 6FF;CE OF THE REGISTER O~WH~_s Coun~yof Washington.,_. ..w.Scott.B..llss~ll 'of .5..4;1 .Sylvn Dr."..Washington,..Pa . (Name),(Addre88) being duly SWQrn 'according to law,deposes and says that he is the Inf.ormant _ (Exec.,Adm"Legatee,Etc.) of the estate of_A.n.n.,g.__S_..__RJJ.S_s~ll*"-de.c~.a.s.ed-----whose last residence was R~D.,#4;" (No,)•..rect) Mc:QQh.~ld...__~~_.,deceased,and that the whole of the estate of said decedent,who died __Dec...__l.5.,..1-9.6.9_ (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.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value NONE ~f~1 .vjh(J / , ,.J f'o"AoAl-4)1 vi(\./'<-"/)f~jl ~ )u v~ , " Personal Property ...4// Furniture and effects .:;Cash from nnhliC'~::llp ()f nerf=:()n;::)1 v'r~, "'...u ~°-04.28, \ I~'V ., ,,' .~, " 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,cer1;ifying 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. r------------~-~-~---------------.~..~ Jointly Held Property Estimated Value Washington~Pa.in the names of Mrs.Anna S ... Balance a's of 'date of death<'$1 235.71 ,.///_~/ --------------------------~------------------+------- Transfers within TWO YEARS Prior to Death NONE 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 THIS SAFE DEPOSIT BOX RENTED IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX ---•.•"••.•.•••_..IN NAME OR NAMES OF NONE RELATIONSHIP OF JOINT HOLDERS TO DECEDENT .. -------------------------j----------------+---------- tBENEFICIARIES BENEFICIARIES AND ADDRESSES (State full names of all and theil'addresses who have an interest,vested,contingent or otherwise,in estate,) W S~ntt RmlRell ". RELATIONSHIP (If step-children or illegitimate children are involved,set forth this fact.) Son SURVIVED DECEDENT STATE YES OR NO YeR AGE OF LIFE TENANTS OR ANNUITANTS AT DEATH OF DECEDENT Rll;;l1r;R INTEREST OF BENEFICIARY IN ESTATE ------------------+-------+----~+------+---------- /l -------7"'-'------:---:------+--------_+_-----j-------+-----------/, .~'.'~f __________________-++--+----1I--.,cP; '\'4 It\1--------------------+--------t-'-----_+_------j-----------.., ~\'"\ , ! ·- -, \COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG R CC-43 (5-55) Docember 19 1909 NOTE:TO BE SUBMITTED IN TRIPLICATE ,'. ! Pennsylvania Deportment of Revenue ,Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania I ,'! t'\.;" ·N '\ ,, ·1 Dear Sir: ., 1-...... /, -I.i}:' ;/,:\ "'~".' !~1. j 'J .",n ~," Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING Pittsburgh t~at1onal DtU'lk\iaeh1ngton Off1ce FINANCIAL INSTITUTION -,',""",qr'~--i'l~iS:i'ai:lHnh8i!Ht-r-'-----------_ Washington reo 15301 ',ADDRESS _ ACCOUNT NO.OF JOINT, TRU ST OR INV ESTMENT DE POSIT.....fl~.c""'".yollUttll.4ig:fll'.\.....-<!i2~61....2~2;....,-'--_ NAMES ON ACCOUNT OR INVESTMENT ----£M_ms.w.-IA::.Llyl~ml;A.'1 .....S~Ru..:,·..;.;;l··'~ael.;..<l""'l_·_ DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR M1;'ia J'..'"l."iS;e ~b£o;leU RO#4 "ADDRESS MCiJQuald po 15057 t 70 ~:.:~:>J..-J2,,>tTITLE Platform Ass!stant ~/6. ~,.' ,DATE OF DEATH Oseember 15 lfJ69 SURVIVING DEPOSITOR,," \ .BENEFICIARY OR INVESTOR -4~'~J.cS~ee'tll't""'r-!a~t'tt,o;;O:ffii;!~~i3:,..+..----------- :'~',ADDRESS 541 S,.lvn D141ve ,\W'.:aAi~l i~e.15301 \'" •"\;1 \\RELATIONSHIP TO DECEDENT ...9waOl:l_----------_--- \\DATE DEPOSIT OR INVESTMENT ii,\WAS ESTABLISHED ---.lP!l:ii.PQ3~Q!::l··1;--;l:f;:--;!;lil:Jl~'M'~--------- BALANCE,INCLUDING INTEREST DUE,AT DATE\pF DEATH $-l'1~,2~'!"iT;':"":.1iPT,----~--------- \,, If you have already paid this tax to an ex~cutor,administrator,attorney or other personal representative of the decedent for forward ing to the ComiTIonwealth,Iist below the date pa id,nal1W 'and -address o£-'the person tQ.whom you made payment,their official title and the amount......'.. Date Paid Name and Address of Payee Official Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1.You were personally legally responsible for these debts,and 2·You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3-These same debts are not also claimed,for tax purposes,by an executor,administrctor or other person.al representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ Ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19 __. REPORT OF REGISTER OF WILLS Signature of Taxpayer 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 $" Date of Approval:--'_ Register of Wi lis ,-------'-'----'~--,-,~~'--~~.~..~.~,~_._----~----...---_._--------....._--------~ RESIDENT.DECEDENT DEBTS AND DEDUCTIONS CLAIMED NO~E:List first five items in the spaceS so p,rovided,observe notations thereon,and in'!>tructions.'."DEBT OR,CLAIM ,NATURE OF SAME l AMOUNT THIS COLUMN iKEGISTER ONLY Speakman's Funeral Home .Funeral expenses p,aid $1 235 O@ $ ., <l Family exemption (will not be allowed unless decedent died residingwith a spouse or children.) Administration Expenses *Llfl fIfI Peacock Keller Yohe &Dav Counsel fees *(Estate Only)1 fI fI ~fli " Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Electric 26 29 Phone '7 9 61 Oil ~I 159 76 v -- Total $1~570 66 5.41..Sylvn .D~~~Wci~.m~gton,..Pa•....... (Street Number) ~~~.l:L~~~~P~..~~~}~.~9.~. (City or Town and State) Subscribed and sworn to before me this . February 28,1973 Having been duly sworn accordmg to law do 'e y certify that the above appraisement is made in conformity with law on this ................;.?~day of --Z;~;...,-(::~.•....•..•.:;.?./,19~~~~.~~~~,...~..~.JtC-APprRls~ In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to collateral h ir 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'inheri- tance taxes at the lawful collateral rate on any such future interest. Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oj·debt is greater 01'less than the estimated amount claimed and allowed.." .......c:1:3.~H=',.day of ...~-.:.:.S ~ ,I·''/''1 Mary Jane Smith,Notary Public WasJiington,Washington County,Pa.My Commissinn Expires I,the undersigned duly elected Register of Wills in and for .County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amou claimed by deponent,ex ~a0th'"It,m,whee,a g"a""m 1,,,,,amount is set forth in t last column to the right in said schedule above,which greater or les l'unt epresents the s~wedas a ~eduction. Dated:.....~...,/7/.<;1.........~?<-~~.. Register of Wills r .'i .~ :l. .-". ~. '- .. ~ Form No.RCC-62 (7-69) WillAdministration }No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ANNa.S...RUSSELL•............:'.... .Deceased Late of ..n~<;~9.:r:Y.J..~~I?-~~.Y.~~~~~~..... County of Washington . Commonwealth of Pennsylvania REPORT AND APPRAISAL RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA '---"",..'DEPARTMENT OF REVENU E -.' BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT vi.SCOTT RUSSELL Informant IN YOUR REPLY PLEA8E REFER TO J In Re:Est ate of .:..,AN::.:..::.;.NA.:....:...S:..;'.~RU:.:..::.S=SEL=='=L::....-........_ ___---WA-S-H-I-NG.:..,TO.:--N--..,.....-County -File No.63-70-654 Dear }fr.Russell: You are hereby notified that the original appraisement in the estate of Anna S.Russell has been file<;i in the office of the Register of Wills qf vlashington County on July 2 -,1911L.Said appraisement reflects the following valuations: Real Estate -.,....;..--"----~~.....,.,:::t""""-- Personal property ~9~0~4~.~2~8-~- Jt.Held -~-_..:....-~~_~---.....:6;::::1:.!..7.:.::.8;:::6:,...__ Tota1 ........_--...........:::l:.l.-"'5~2.:;:o2~.1=:4:t.--- 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:...:ul=f¥--=2:,z..,...;1:::.9L7L..::0::...-_.........- DATE OF DEATH:December 15,1969 ESTATE I~EOL~IT Note:This is not a bill. RCC-39 (5-68)'--.e:__ ~OMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Es tate of BWSELL, (Last Name) ANNA (First Name) S. (lnitial) DATE OF DEATH 12-15-69 FILE NO.63-70-654 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_-...:.W..:;a~s~hin~·=gt:>=o~n~_ 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". 07-02-70 12-15-69 Dated:-_'-'-'>'<+-'-"""""'-l~_ 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 ater or lesser amount represents the sum allowed as a deduction. .;; Dated:O=--7L--....:::O;::::.2-_7J..,;O~_ VALUE AS REAPPRAISED $-------+--904 2g ol'l 80 1.522 14 1.570 66 InsolventEstate 1 1 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__ Tax on $--1_--( Tax on $----------1-- Tax on $----------1--Tax on $--1__ Exemptions=========~=Total Estate ~_-'-__ TOTAL TAX 2 6% 5% 10% 15% * COMPUTATION OF TAX $--------1--- $--------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 $t= Add interest at rate of 6%from __-:.-__to $------ AMOUNT OF ESTATE TAX ASSESSED $-------1L- Estate tax paid $--Il- BALANCE DUE $----~~ Add interest at rate of 6%from t= ------Ito-----$--------1. TOTAL TAX BALANCE $------IPAID$-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 . MATIER OF THE APPRAISEMENT OF THE ESTATE OF ANNA S.RUSSELL............... Deceased Late of .1rIASHI NGTON County of .......WA.$JU.:No'rON Commonwealth of Pennsylvania REPORT AND APPRAISAL .' . \ .. Funn RCC-2 COUNTY ~i.~~ht..r,:t.@?.l!:.. FILE NO..9.3.=.7.Q.-::::9.5..4 . DEPARTMENT OF REVENUE B~E'W OF COUNTY COLLECTIONS ,HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE T.A;X ;>~ APPRAISEMENT DATE .....~1JJ.-yZ,...l.97.Q....... Whereas,J.\pp.~$..!.R.l,l§.~.~.:IJ.late of J~9.P..9.~J<:i . in the County of Wasbingt.cn Commonwealth of Pennsylvania,having died on the J5...t.p.day of p.~.G~mb.e.r 19.69..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.!.B..!Qh!¥.1.%':,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. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ PERSONALTY: Cash 904 28 - JT.HELD: Jt.Saving s Account in the Pittsburgh National Bank,Washington Office,Washington,Pennsylvania in the names of MES.ANNA S.RUSSELL or ~i.SCOTT RUSSELL 617 86 Total 1,522 14 - I Penna..........................., tify that the above appraisement is made in con- .19;:?~.a...k··~RApprai8. .,, ~.~~~ Having been duly sworn according to law,I do hereby formity with law on this ~~day of . ..............YlA$H~NQTQN '"County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANNAS.RUS SELL Deceased. Late of HcDONALD'",-. Date of Death,P~G.~'b..~l..5".l..96.9.. Appraisemel!t Docket Vol.,. "."j• Page,.No..§'?-:::7.9::?24:. Filed in Register's Ofjice,J.1J.ly G."J9 ..7Q. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement,. Appeal f,.om Appraisement,. Entered and charged, # ..i