HomeMy WebLinkAboutOC1970-0688 - ESTATE OF MOOREForm No,RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,11l6\1'
:....~~l:~ANUAaYI.lOU.<FlU IN~::~:Ew::c:::::~~;~~:OF WILLS /.~.~7'~
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County of o'•WASt .lW(}~Q N'..0 •••0 ••••
....~p;~,~.•,.MQQ~;H;,...o."0.'••••0000 •••'.'.,of .,0"0 M~.:i.lWP:~,o .~,m~Yol:vMtl!l....".....,
(Name)'(Address)
being duly ~~~~.according to law,deposes and says that he is the !!~~_<?-~.1__j~~_~_~_~_
(Exec"Adm"Legatee,EIC,)
of the estate of A~:t?~~_~__~!!1~_C?.~~-----..._whose last residence was 9!1 _.Fi.fth__Sj;r_e..e_t _
,.(N.;,)(Slf"el)
___~~_~_~_~~,deceased,and that the whole of the estate of said decedent,who died __;[~~1..I l9-79_
(CiIY.Borough or Township)... .(Dale)
·'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 Allm RELATIONSHIP OF OTHER OWNERS.
Real Estate
NONE
Personal Property
.l.1.1967 Model CbevroletTruck,..
., .• _....c.•
c.'',.•1 'J'••,',
Estimated
Value
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88~a 02
1200.00 ~~.J
....,.'"....,.',J.
:r"
.c ,..:.,'1',
t,i , •
2085.02
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.
~c_c_c_c~_c_~_,,__--------~--------------------------.....----------~.c..
Jointly Held Property Estimated
'Value.......-.,-
None--=-:==--------.-c.--:cc,-------------------------+------
~"'.
...~
,,\:c .J,'
---------------------------c-------------------t-------
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
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
NGne
-----------------------------:I-----------------+--------~-
BENEFICIARIES
INTEREST(OF'
BENEFICIARY
lIN,ESTATE,.....'.~I.I ~•.._•
AGE OF LIFE
TENANTS OR
ANNUITANTS
AT DEAT;H O~;;,.DECEDENT "
SURVIVED
DECEDENT
STATE YES
OR NO
RELATIONSHIP
(If step-children or
illegitimate children
are involved,set
forth this fact.)
BENEFICIARIES AND ADDRESSES
(State full names of all and their addresses who have
an intereshcvest~,contingent or otherwise,in estate.)
============================================::;::::::::;~~~~:::;==========~~~~;:;::::======================
-------------------+--------\-------+--------+-----------
Mabel R.Moore widow Yes l/~
Marianna.Pennsvlvania
James E.Moore son Yes 1/3-:.=.-=-----------+-_-=.-=-==------+----""-'~'--~+-------+-----'=-<----------
Marianna,PennSYlvania
Donna R.Bianchi
Napa.California
dauAAter Yes 13'--_
/
.-..RESIDRNT DECF;DENT DEBTS AND DEDUCTIONS CLAIMED
NOTE'List first five items in the spaces so provided observe notations thereon and instructions.,,._...
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
"~EGISTER ONLY
Shrontz Funeral Home Funeral expenses paid $1266 00 $
Mabel R.Moore Family exemption (will not be allowed unless 001decedentdiedresidingwithaspouseorchildren.)1000
Estimated Administration Expenses *50 00
William c.Porter Counsel fees *7';001
Fiduciary commission *
I,
OTHER DEBTS AND CLAIMS
(*)See Note below
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Total $2391 00
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission 01'debt is greater
or less than the estimated amount claimed and allowed.
..94..~~f~~..~.~~.~~.~" .
(Street Number)
..~~~~.~~.~,..~~~.~y.~~~~~..~$~.4?...
(City or Town and State)
Having been duly sworn ac~o~ng to law,I do
................o(?~~.day of .....
.Subscribeq and sworn to before me this ?$.~~.
'..""d f June 1970....................~::...ayo , .
.--~~~.,~,.;;.~
.......;··~··::-:···'MA·C G~············
.'''t ('N~~!y'Public.Washington.washJn~co.
...{}"<:))y'Commissigp Expires hiM 28 1971
that e above appraisement is made in conformity with law on this
.........~,...,19.2.9~~
............ ..\.../~...~.~C?~
.APP~'"
In the event that any future interest in this estate is transfelTed in possession 0 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'inheri-
tance taxes at the lawful collateral rate on any such future interest.
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REPORT OF THE REG1ST
I,the undersigned duly elected Register of Wills in and f~...... . . .County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by de po ,except as to those items where a greater or lesser amount
is set forth in e last c lumn to the right in said schedule above,which greate or esser amoun e esents the sum allowed as a ~duction.
?h~............~.......................................
Register of Wills
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Form No,RCC-62 (7-69)'I '"
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WillAdministration INo Year .
IN THE
MATTER OF THE APPRAISEMENT
",I \
OF THE
.~
ESTATE OF
ALBERT E.MOORE ......
Deceased ;,-
Late of MA~:i~A .
County of ....W~~~.i.~g.ton...............................
Commonwealth of Pennsylvania
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WM.C.'PORTER,ESQ.
307 Washington Trust Bldg.
Washington,Pennsylvania
15301
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I.IN THE COURT OF COMMON PLEAS 01
OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
NO.tY-Z-r/b7 d
IN HE:
ESTATE OF ALBERT E.
MOORE,DECEASED.
-PETITION UNDER SECTION 202
OF THE FIDUCIARIES ACT OF 1949
ORDER
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WILLIAM C.PORTER
ATTORNEY AT LAW
S07 WASHINGTON TRUST BUILDING
WASHINGTON,PENNSYLVANIA II
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W.80'18
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS1 COURT DIVISION
i'
IN RE:
ESTATE OF ALBERT'E.''
MOORE,DlOOEASED.
NO.
PETITION UNDER SECTION 202'
OF 'THE "FIDUCIARIES ACT OF 1949
The peti tion of Mab'el R.Moore respectfully setstorth:
1.The name of the decedent was Albert E.Moore and his
place of 'residence was Borough of ,Marianna,Washirg ton County,
Pennsylvania.
2.Decedent died June 7,1970.
':
3.The personal property of the decedent consisted of:
,I
(a)'Cash ;>it 1970 vacation pay _.
Bethlehem Mines Corporation 855.02
(b)
(c)
Cash -refund on decedent 's
savings bond deduction
1967 MOdel Chevrolet truck,
Serial No.1338078187552,
Title No.A19007972"Regis-
tration No.CO 70980
30.00
1200.00
i
2085.02
4.'The)ohly persons who would be enti tled to aha'rein
an intestate distribution of decedent's estate would be:
"~Cal
(b)
Petit'ione'r',who,is decedent's widow.
Petitioner !,re's'i:des in said Borough of
Marianna.Petitioner is 59 years of
age.She qualifies for family exemption.
'"
James E.Moore,son,Marianna,Pennsylvania,
,age 24.
(0 )Donna R.Bianchi,daughter,Napa,California,age 25.. ,
5.Decedent died intestate.
6.The only credito~is Shrontz Funeral Home,funeral
bili",$1266.00..'.
·)
WHEREFORE petitioner prays that the court will make an
order that the assets above listed be awarded to her,to be
applied by her to the payment of said funeral bill and to her
family exemption.
Petit:Loner~
We join in the prayer of
the foregoing petition:
o..
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
)
J
ss:
".,.;.,.:.,..,~
J--I
Before me,the undersigned authority in and for said
county and state,personally appeared MABEL R..MOORE,who,first
having been duly sworn according to law,deposes and says that
the allegations of fact set forth in the foregoing Petition are
true.
./J1-,J!()v/~:ei?~Mabel R.Moore
Sworn to and subscribed
before me this ~y
of JUil~.1970.
·-,
.,'"
IN TIiE"COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN SYLVAN IA
ORP~S'COURT DIVISION
IN HE:
ESTATE OF ALBERT E.
MOORE,DECEASED.
)
)
)NO.
)
)
o R D E R
..a~
AND NOW,to w~t,this ...r...::.day of -~~---H--"1970,
the foregoing petition being presented and
thereof is granted,and the sums of $855.02 and $30.00 respecti?e
1'1,due decedent from Bethlehem Mines Corporation,are awarded to
Mabel R.Moore,and pa,ment to her of said sums is authorized.
AND the 1967 Model Chevrolet truck described in the
petition,Manufacturers Serial No.l33807B187552,Title No.
A19007972,'Regia tIta tion No.CC70980,ia awarded to Mabel R.
Moore and a certified copy of this order shall be sufficient
warrant for the Department of Revenue to transfer the title to
the same to her.
SAID ASSETS are so awarded on account,first,of pe-
titioner's family exemption,with balance to be applied to the
paymen t of funeral expensea.
,I
\.:
R C C-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
.,~....•'"',::,',"<""'..-.~.--~-,
IN YOUR.REPLY PLEA8E
REFER TO
In Re:Estate of AUlBRtB.MOOftB
tfASUDGfON County-File No.63';"1"'6(8
Dear .
You are hereby notified that the ',,or1g1.."
appraisement in the estate of',',',Albel't S.·lMtHld
has been fil~d in the office of the Register of WiUs o.i~~~'qtOJi
County onQ8pt~2S ,19.,1gl Said appra,isement reflects the
following valuations:'"..'
Re alEstate ~--'---::;:~:":"':::--::=-=-_
Personal Property~~2~·.~08~'~S~,.~~.Q2~·~__
Transfers '"""'""''''''''''...........,.-
Tota1 --_-:....-=2.&.j.:::O.:8.::S~.=.O=I--
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%)perc~nt per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided bylaw.
Date __S_':-Jt_Q_m_lb_er_,'_2_'5..:..,_1_'_'...;.0_'._
JURe "1970
ESTATE INSOLVENT.
Note:This is not a bill.
."
RCC-3!l..,t5-68l
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
..
SUMMARY
Estate of MOORE,
(Last Name)
ALBERT
(First Name)
E.
(Initial)
DATE OF DEATH_-=-6_-...:...7_-...:...7:::....0_F1LE NO.63-70-688
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of lvashington
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".
Da ted:__...L9.=-""'2.......St.=-'-J7u.OL-_
REPORT OF THE REGISTER OF WILLS
~~
REGISTER OF WILLS
Dated:__9_-_2_5_-_7_0 _
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 grea r lesser amount represents the sum
allowed as a deduction.
ed
on,
2 085 02
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$-------+--
2
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint -Held Property (Schedule E)
TOTAL GROSS ASSETS .J:
Less Debts and Deductions 2 391 00 2.391 DO
(SCHEDULE F)
CLEAR VALUE OF ESTATE Estate Insolvent
Valuation of life estates or
annuities ...................$t=t=ESTATE TAX ASSESSMENTS $
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on $$.-
Tax on $6%$-
Tax on $%$
Tax on $10%$.
Tax on $15%$
Exemptions *(*)As evidenced by Charitable
Total Estate Exemption Certificates issu
TOTAL TAX $~y the Secretary of Revenue
Less tax previously paid $t=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 $
AMOUNT OF ESTATE TAX ASSESSED $CEstatetaxpaid,
$ir 1_BALANCE DUE $
Add interest at rate of 6%from t=to $
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 reas
same should be noted below,with short explanation.
~
Will !...No.AdminIstration
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
ALBERT E.MOORE
Deceased
Late of .
County of
MARIANNA
WASHINGTON
I
,-~/
Commonwealth of Pennsylvania
,-
REPORT AND APPRAISAL .'
1
~~
f
Fonn RCC-2
DEPARTMENT OF REVENUE..
BUREAU 'OF COUNTY COLLECTIbNS''".y
HARRISBURG.PENNA.17 12 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~.~p..~~~~.~.:r.:??'.~.?.?.~..
COUNTY Jr.~.~.h.~P:K~..~.P.:.
~Fl1'..};NO .6..3..=..7.Q.::..§.~.e..
Whereas..AJ.:t?.~:F.~~..~M~.~.r..~late of ~~E.~.~.!1:J:.1.~.
in the County of W~.$..h..jJlgt..Q.n Commonwealth of Pennsylvania.having died on
the ..7 tb.day of .J.:.~~.~19 .7..9,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,Alf.r.e.d T.o.s.i..,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 l1fe 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.'
Description of Asset
PERSONALTY:
See conv of annraisement filed
ESTATE INSOLVENT
~j .j .,
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1.,
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Total
Unit
Values
$
Appraisement
Made ,lor Inherlta,lIce
Tax Purpoles'
2,085 02
2,08~02
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this ,day of :~:.~.~::::.~:.-:-19 .
.Appraioer
(Number and Street)
...............................................................................................................,Penna.
(Post Olllee)
~WASHJNQT.QN .County ...
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ALBERT E.MOORE
Deceased.
Late of
MARIANNA
Date of Death June 7,1970,;;;.2.',Appra/is8~!.!.tJ)ocket Vol.,¥f'.::::!y
Pa e /tfJ-J 6 _ _..
g ,?:No..3 70 688...........................................
Filed in Register's Office,s.~.P.t...•Z.S...,19....7Q
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appmisement,
Appeal f1'om Appraisement,..
Entered and charged,.
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