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Home My WebLink AboutOC1970-0667 - ESTATE OF DAVIDSON~------------------------_._--------- INHERITANCE TAX RETURN' FOR INSOLVENT ESTATES ONLY ,OF RESIDENT DECEDENTS COUNTY OF~_ ~~~Ct·f03 (;.641 . ~COMMONWEAL:T~OFPEM",SYI,.VANI" PEPA~TMEN.TOF REVENUE .BUREAU OF COUNty COLLECTIONS ' 'fRANSFERiNHERITAIiICe TAXpivlSION This return mu'stbe completed in detqi I ond'~i1ed in qUP!lcote;with the RE!gister of Wills in the County where the decedent resided within one yeqr aftE!r qateofdeath,unless an 'ilx.tension is.grantedbythe$Elcretqry of Revenue, , .,P. 21(Greenside Ave.Apt. ..19-------.;,..,."",--'_:";"~'~.;.,::,a~r~i~e~B:;::."::,,.~·~·:..;M,..:-i-;.1...;.I..;::e;.;..r.....~.:.,....,.,.,-,--~;,..,.,.,..,:..;-....,...of Can0 ns bu rq ,P a •I 53 I 7,-,...(Npme)",....'(Address) Will Admn.No, Misc, b~ing dl,lly SVi<Hn according ,to law,efepose~and says thqt he is the---,J.E",""",x~e4-,;;"""L~L,.I.t...r~i~x~..~,.,-'-r"":,,,.""l"",~~~-"7'"'""'""------- ,(Exec;.,"dm.,Legatee,etc.) of th.e estQteof ~Do!....'~QJ...r~Q,-+t......hJ.,Jy<.-·~J!;<.........~."""D~a~y,.....i.."d,..,,s4'o~n!...!..-.,:..~~_.,.--~Iatfi!Qf Canonsbu rQ,P a.(City,Bqraugh,or Township) dec~ased,and that the whole of theestafe qf saiddecede~t,who died on~..;;r!~la"-,y,,---,3'-4-j ..,....,l;,1-="9'+Z~0L-_~~(Dqte) consistedqfthe assets listedbelow and thqt allowable debts and deductions exceeded the fair ma~ket value of the assets and no,Pennsyl~ania TrQ!1~fer Inheritanc£l Tax is dlle. .Department ValuationCAUTION'(Do not writ,einthisspace) c<(!)?S.00 IP;>,¥S ..j.:Jd -1/ 7 1.,).)... 5/0.00 960 ~atJ ;8".£/0 9otJ ...t!ttJ If,7~ 9/fiJ.g'6 cf</f9·60 c17d1,3tJ Amaunt Approv'ed by Register Executrix 332.91 77.22 516.00 960.00 18.40 900.00 18.76 916.86 249.60 272.80 Estimated Market Value Amount Claimed 2,075.00 188.45 d:'6,526.00 ~."'.~...'.....4 (signqtllre ).(Title).MarIe B.Mi I ler QI;BTS AND DEDUCTIONS Nat!Jre af Clai"! '."""filercury 2 dr.H.T.Montego MX a to t4! ~ittsbur~h.Nat i ona I,Bank &Trust Co.-chakk ~ellon National Bank &Trust Co.-check Simplified Saving';Acct.#163-26-3625-0LttR.: Equitab.leLife Assurance Soc.,-check &.K.. Bankers Life &'Casua Ity Co.-check'~ CNA I ns.Co.-check CHCm MO\very Assoc iates -check .k. \vash ington Nat iona II ns.Co.-check ~ S.choo I Employees Fed.Cr~d it Un ion -checl#f'; United FUl1ds,I~c.-check o-Kim Washington National Ins.Co.-check rJ-IL. \'J.ashington National Ins.Co.-check tJ-((Jn Type'of ~\&RMJII1}S -9 ..''..Re9I'f:stfAfi~~R ,WASHINGTON COUNTY,:PA.ASSETS Property,JQintly (Atta!=hlldditiallal sheets if necessory) HelTd profP'or Desc;riptian of Asset ",rqns er~..,.. Name of Payee R~PORT'OF INHERITANGETAX APPRAISER \,the un~ersignedduly appointee Inherit~nc~Tax ApRraisefin and forth.e abo County ~o respectfully report that I have ,.appraised e req.1 and~ei'sqnal property as reported in the foregoing sch u t the values ,set f~h opposite each item in the last olu n to the fight.~A • Dated:~"In~er nc!>Tox Approlser Russe I I fl'iar i no The Dail yNotes .Weshjngtcn County Rp St.Clair MemorjalH VI.Leonard Griffith Forest Lawn Gardens .Dr.John G,I hghram Dr.Anthony C.Ripep Dr.JohnA.Johnston Dr.John A.Learn Dr.C.A.Garofol i Helen E~Davidson 5.S.Kresge Betty'Lee Shop Letiers testamentary etc. Advertising estate s.Adverti sing estate sp ..Hospital service Fundral di~ector~services nco Grave -memorial Medical servic~s Medical services Jr.Medical services Medi~al services Medical serviees Car loan Merchandise acct. Mer~handise acct. see attached sheet TQTALS 19.00 12.50 14.00 2,177.73 1,183.50 328.00 278.00 20.00 30.00 10.00 307.00 884.37 28.27 <.1 REPORT OF THE REGISTER OF WILLS I,the IIndersigned duly elected Regi ster;of Wi II s in and for th~above County,do respectfu Ily report that I have allowed deductio~sin the amounts set forth in theab9ve schedvleas.i:Iaimed,except rre-t-ye set forth a greater or lesser amount ill the last tolumn to the right,which greater or le!iser amount,represents the;;u ollowe as a dedllction,I • . -Date of Approval:JUL 2D19Z~llUSS£LL MA..U'lO .jV'-{~ --.oi Reglsterf'Wllls " No.Year__ l~THE , , Will,"')Adm'~istratio~ _''.I ,'~ ~,...,~.I, "--."\.".,.'i-,-'-t .~;;:...,".MAT'r'ER OF THE APPRAISEMENT,"I ."\\,'",/','l.\· !, I/';:-'~....~' \I " \.\~llfUP11 OF THE ESTATEQF DOROTHY J.'DA VIDSON Deceased ,Late of ;Canonsbu rg <.~County of VJash i ngton Commonweolth of Pennsylvania REPORT AND APPRAISAL .~l .. ! Frank C~Roney Attorney at Law Law &Finance Bldg . Ca'i1o/lsburg,Pa.15317 ''''' ... •.>:~...../ INHERITANCE TAX RETURN FOR INSOLVENT ESTATE OF DOROTHY J.DAVIDSON,DECEASED (continued) ------,--------------------, Mel Ion Ntl.3k.&Tr.Co.Loan #066-027282 unpaid balance as of 6-5-70 Pittsburgh Nt.Bk. Strabane Electric Charlotte McCoy Marie B.Mi Iler Frank C.Roney Russe I I rAar i no El izabeth Ann Kudra Master charge account Repa i r account Clothing account Executrix fees Attorney fees Fi I ing inventory Notary fees Tota Is Amo~nt Claimed 34!.13 ",804.40 41.76 27.90 326.30 326.30 5.00 2.00 $8,215.24 Amount approved by Register .LJ-7()-Lt7 jLA~T ',rILL ANn TESTAMSNT OF DOROTHY J.1)1\VIT)S0N I,T)orothy J.Davidson,unmarried,of the Borough of Canonsburg, 1ashington,90.,Fa.,being of sound mind,ffiemory and understanding,do rereby make and declare this my LA:-:T '''1LT.1 AND TESTAM:!:NT on March 4,1969. First:A.I name Mari~B.Miller as executrix r'fmy estate• .Second:B.I direct the administration of DiY ftmeral to be carried out by Marie B.Miller. Second:A.From the estate and policies,Eret Fennell is to receive $1,000;Tracy and Laurie Fennell,Deborah and Karen Custer,and David Messenger are to receive $500;Eric and Mark Custer ae to r3ceive $160. B.The rest of the estate including personal poss~ssions is to go to Ma lie B.Mille r wi th the following excepti6h: in the event of death by a common accident the remaining- estate is to revert to Bret and !,aurmeFennell and any money received from Marie B.Miller is to revert to her estate• • Signed,sealed and declared by the above testatrix,Dorothy J. Davidson,as and for her LAST ',rILL ANT>T~STAMSNT I"r'TIm'presence of us; who,at her re~uest and in the presence of each other,have hereunto subscribed our names as witnesses. 'l'ESTATRIX /2,·~·--'c~"7'-----&,/.-et .\tji tness fl' I I1 Affibauit (@f 1fxrrutnr (@r ~.3-1o -Is,t 7 A~miuilitrutnr J t;tntr of Jrltlt!Iylnnltia.t !IS: (!laultty of Bas~ilt9talt ~ Personally before me,the undersigned authority,a N.at.ar..¥P..uh.l..i..c ..in and for said County and State,appeared .!:~.~.r...L~.I2..:.....!~..L.I...!..~.r.:who,being duly sworn according'to law,deposes and says that she is the executor ;Qpcxdmimist-rauor of the estate of ........D..O.RQIHY.J..p P..8.Y...I..Q$.9.,N deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of........D.ORDIH.Y......J........DA.iI..J..O'S.QN., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator..'.~j/ .Sworn'land subscribed before me this.........f£............l ~.. day o~'rl;~'Q ....197~..//·....~...d~~.._......ELIZABITH~~;CNO;:ARy ..PU~..·~..··..Marie B.MI (fer MY COMMISSION EXPIRES APRIL 5.1976 ADDITIONAL INSTRUCTIONS C&t-JONSA.liFG.nl(;'~~ffiIYCWll~g~rm,·~tedwithin three months after appointment of personal representative. 2.A suppltrnental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lJuututnry auill\ppraistmfut of the goods and chattels,rights and credits which were of D..QRQIH..Y.J...QA.Y...I.P..S..QN late of Q.§D.9..f.1.§.!?.~..r..9 .. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS Personal Property: Mercury 2 dr.H.T.Montego MX auto Pittsburgh National Bank and Trust Co. Mel Ion National Bank aad Trust Co. Simpl ified Savings Acct #163-26-3625-01 Equitable Life Assurance Soc. Bankers life &Casualty Co. CNA Ins.Co. Mowery Associates VJash i ngton Nat i ona I Ins.Co. School Employees Fed.Credit Union Un ited Funds,Inc. \~ash i ngton Nat i ona I Ins.Co. Wash i ngton Nat iona I Ins.Co. Total Personal Property Rea I .Estate: TOTA L ASSETS)OF ESTATE 2/075 )0 188 5 332 91 77 22 516 00 960 00 18 40 900 00 .18 76 916 86 249 60 272 80 6/526 00 None 56/526 00 ------------- /s-/J !t,3 ~70"-~~7 Inventory and Appraisement IN THE ESTATE OF ~ -• I -""1 •I ...~4-,"'.,11.....J c::y"",.".....'..,:f.,..'a \.....'.~'~i 'j .••{":\'·.~••••.:O:;0.RQI.U.Y.J..".o.AY..l.D.S..O.~. ...J....•",\"... 'I/lftll!".1"Deceased Filed ,19 .. ~::o ..11-.l >;;'::0 c....> encnC -::r:-(f)e.-. Z ~cn c:::;--- r-~. c-,rn r'l -r-'::-I --I .,--!I t o :;:::f-en Z c~0-.....-;"::""'-".--C .,. o ~-a :E ::;::::r._-.-. ~r-'=:t.A.J :r>r-(?;en t.v ,Frank C.f~oney Attorney at La\v La\V &Fina nce Bid9 . Canonsburg,Pa.15317 ~?.z{~/Z-s-' ~'JJ ~/t~~)"((,~~(~.,.I / (i RCC-BI (B-7\) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPLY PLEASE J REFER TO 38-85-7 NOTICE OF FILING OF APPRAISEMENT MARIE B.MILLER (Executor~NX Inheritance Tax Division In Re:Estate of D_°_R_°T.=..:HY:..::..........::J_._D..:..;.A..__V_ID_S_°_N _ __W_A_S....::H=I=--N-=.G..::.T...:;..O_N__Coun ty -File No.__6.::.-3=---_7'-0_---'-6.....;.6...:..7 _ Dear Mrs.Miller: You are hereby notified that the original appraisement in the estate of Dorothy J.Davidson has been filed in the office of the Register of Wi lis of \vashington County on .July 25 ,1911,Said appraisement reflects the following valuations: Real Estate _ PersonaI P roperty ->6"-lt...,5~2!!!!..J6~.t...C0~0~_ T ransfers -,...-_ Jointl y Owned -----,.~~~~---- Total 6-l,C-.::5~2:...::.6__=_.__=_O-=-0 _ ) 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 nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)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=1:..r...y--=-25~,....::1=....:9:.....:7--=3'----__Signed~J~ Titl~~~:«-u0 \...- DATE OF DEATH:May 3,1970 ESTATE INSOLVENT Note:This is not a bill. --------------------- -._l RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of DAVIDSON,DOROTHY J. (Last Name)(First Name)(Initial) DATE OF DEATH 3-3-70 FILE NO.63-70-667 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". Dated:July 25,1973 REPORT OF THE REGISTER,OF WILLS ~~ I,the undersigned duly elected Register of Wills in and for \)Tashrtngton 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'(--W1r'fCll greate or lesser amount represents the sum allowed as a deduction.-J Dated:JUL 2'-5 197-9 ~_lL MARINO ~ ...,,-'"......... VALUE AS REAPPRAISED $-------+--$ fi .l\2fi 00 6 526 00 8-215 24 e Inso1ven1 8 215 24 Estat h 526 00 VALUE AS REPORTED VALUE AS APPRAISED $I~6,526 IillL- 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 -.L= FOR USE OF REGISTER ONLY Tax on $-+__2% Tax on $-4-__6% Tax on $---------+--5%Tax on $-+__1 Tax on $15% Exemptions========::i===Total Estate l--_ TOTAL TAX COMPUTATION OF TAX $-------+-...::-- $-----'----+--- $-------+-- $-------+-- $-------+-- $.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 ::::::::::=t==-=,= BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from to ---C$--AMOUNT OF ESTATE TAX ASSESSED $, Estate tax paid $I BALANCE DUE $L- Add interest at rate of 6%from to $--t=TOTAL TAX BALANCE $------, PAID $_-'--_ 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 l Administration ~No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..P.OROTHYJ.•..])~VI.J.)SON Deceased Late of .CANONSBURG '-11 .,.....,. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL Al ~/..... Fonn RCC-2,.. DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17127. "I ~It COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .~~,.~~.!..~.~'.:..~.~.?..~.. COUNTY ~~~.~.h:.!.~.g.!~_~___._. 63-70-667"I.E NO ,.,"__.. Whereas,P.Q.r..Q.t.hy J D..g.Yi.d..s.Q.n..late of c..ano..ns.burg .. in the County of ..:W~.~h~.p.g.~.9.JJ Commonwealth of Pennsylvania,having died on the .J..r.4 day of N~.Y..._.........................................19..7..0...,seized and possessed of an estate subject to Inherita e under the law >i the Commonwealth of Pennsylvania; Therefore,I,~,an appraiser duly appointed according to law, having been designated to ma e 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 AppraisementDescriptionofAssetValuesMadeforInharltanceTaxPurpoaes $ PERSONALTY:· See Cony of annraisement attached hereto:6.256 00 I I .. .. .. • , - Total 6,256 00 ,ESTATE INSOLVENT form~v~~hbl~:::I~l~w~~~~~~,~:;o~~~~~~~~~;.~::~?:.. ~~;i".~~ U'on Ofll~l WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of DOROTHY J.DAVIDSON Deceased. ~ate of .CANONSBURG Date of Death,M.~Y 3...,1.~.7.9.. Appraisemel!t pocket Vol.,~.f?. Page,8.5.~.7 No..J?..3..~.7.9.~..§J?..7 .. Filed in Register's Office,J.uly 25 .19 7..3 Amount of tax due,$~. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal ft-om Appraisement,. Entered and charged,.. .'1 .. I •~f"'" RCC-72 (9-68) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT j DATE '",suet'5,,1970APPLICATION(MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for C<X1sent to the transfer of the follo~i~g securities ofa Pennsylvania Corporation or a National Banking Association located in Pennsylvania:'Perio~ic tnvoetl1".ent p I~nto Acq~tre United Scienco Fund Sh~l"e$ (a)158.170-(b)O~United Funds,Inc.,Kan$QG C'1:YI Mi$d~ri NOaP 37 ..2-09'16(NOTE:In describing securities enter in (a),ab Ole,either the number of shares of stock or the face amount 0 registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.) ISSUEDON March 7,1969 ,andhavingaTOTALMARKETVAilUEOF$',012.28 &$of M~Y4-,197( (Date) as of the date of death of the decedent,Garoth)'J.OOY i dSQfi ',on Mfa'3,191"0 (Name of Decedent), \,(Date of ~eath) who was late of 214 Groens i de Ave.Canonsburg,\1!Dah:I~9ton,Perul£W I VEUl i e (Street and Number)(Post Office)(County).(State) The securities are registered·asfollows:~O~o~r~.o~·~~b~~~·~J~.~~~.~~v~i~~~·~~~~..~~.~~~~~~~~~~~~~~ (Name or names in whIch certificates are registered) •....,.f',.' ADMINISTRATOR)MQrie B..Mi 'fer ,214 Grceosida 'Ave;,Ca'no~$bur9,Pe..15317 EXECUTOR)(Name)(Addresw ~ NAME OF APPLICANT .~t:J •~ COUNTY FILE NUMBER 63-70~667 ADDRESS OF,APPLICANT',~r ==·Vlfc311 BUREAU FILE NUMBER 63-70-667 SIGNATURE OF APPLICANT ~I~,13 I ~ NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION,IT WILL NOT BE CONSIDERED COMPLETE AND WILL:.BE RETURNED TO YOU F,OR COMPLETION. COMMONWEALTH OF PEN'NSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE August 6 1970 I hereby consent to the transfer of the above securities now registered .in the name of the aforesaid Decedent and waive the filing of a certificate cer"tifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.'This is also in accordance with the provisions of the Act of April 9,1929,P.L.343•. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. (Signature) Register of Wills Washington (Title)(County) .. ''''''' f (.. I ~-.,........- I am the attorney of record for the es- tate or the transferee shown on the front of this.form.I do hereby person- ally gvarante~the payment,Within the time pr escl'1.bed by law,of any Pennsyl_ vania inherite;nco tax lNhj.ch may be due on t,he t-ransfE:.Y'of the i38Curities Hsted?ereC)~fo:r wlli ell a e .zent to ~t:ransf18granted._~ .....".~(J;t{tt?:{)........ ,qDate)(Sil'ne.tu:re)----_.~~~~~;-~:.;.&,...~----~-_._-_._._--;,._----