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HomeMy WebLinkAboutOC1970-0712 - ESTATE OF HATHAWAYr Form ~o,.a.CC.62 (2-64)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 O~ACT OF J.UN~1~1961,j EF~ECTIVE JANUARY 1.1962.3-'7()'-.-'7J Y 4 0 OFFICE OF THE REGISTER OF WILLS 'County of ..~~~SlUNA1'ON . .J.1\.:NE .K•..S'l'AL~:Y.'of .Jl..D.\#;4.".Y(~$p..i.I)g,t.QJ;l.,..:P~.Ip;l?.Y.lY.a:I)1-ft . (Name)(Address) being duly E?WP.I:Q.according to law,deposes and says that he is ~.a .daughter . ,(Exec.,Adm.•Legatee,Etc.) of the estate of CLAl1J.{.)f;.J!i).'l'lli).WAY Late of .Jl ..P.\1;4.".W.~$P..i.I)g,t.QJ;l.,..:P~.~Q.?'y'~Y~1].j..~. (City,Borough or Township) deceased,and that the whole of the estate of said decedent,who died ..AlJ,gp.,E!t ..4:2 •.l,~9.~. (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN(];ES 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 2 Tract of 31 Pennsylvania,as con.to lark page 629.No P.: roperty Furniture and household belon in s l a ton Estimated Value 2325.00 100.00 Jointly Held Pl'opel'ty ..Estim·ated Value..--", NONE '4-- Transfers within TWO YEARS Prior to Death 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT None BENEFICIARIES RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (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 Ruth H.Sharpnack Daue:hter Yes 1/5 153 Sunset B1vd.Washington Pa. John O.Hathaway 3051 Hamilton Avenue Son Yes 1/5 Columbus Ohio 43224 MA.rv H nAa.n Daue:hter Yes 1/5 90-08 Rorkel Place Owens Village,N.y.11428 Jane H.Staley Daughter Yes 1/5 R.D.#4,Box 275.Washington,Pa. Carl W.Hathawav Son Yes 1/5 10955 Woodward Avenue Sunland,California 91040 I RESII'~NT DECEDENT DEBTS AND DEDUCTIONS CLAIMEDi ,. NOTE'List first five items in the spaces so provided observe notations thereon and instructions,, ;'1 DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN KEGISTER ONLY Shrontz Funeral Home Funeral expenses paid $1086 50 $ Familyexemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Richard G.Miller Jr.Counsel fees *125 00 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below 1969 School Tax,Amwell Tc wnship 73 52 1969 School Tax,Morris Tc wnship 17 52 Kurtz Monument Co.,letteI ing 14 00 Total 1316 54 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater 01'less than the estimated amount claimed and allowed. Subscribed and sworn to before me this ..?~.5.~;. (Street Number) /;f'·1I«j:\R~'i-'lA·M.HER~EG,Nofary )lub~Washington Pennsylvania\Wa~hlngtcn.Washington Co.Pa:···········.'.'..,. . . . . . . .....t C ...I (C~ty or Town and State)Itl7xlY.ommlsslon ExPires October lb.1972 Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this ......../.<f.~dayof ~,19.~.~ ....0 jJ~A.""...\::r~~..~7-~Appraiser 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 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. REPORT OF THE REGISTER OF WILLS 'I,the undersigned dulyelected Register of Wills in and for .....·tu.~....County,Pennsylvania,do respectfully report that I have allowed debts ana deductions in the amounts claimed by deponent,ex[,Jpt as !.2,.those items where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or lesser amo t l'presents the sum allowed as a deduction. Dated:.~.•..(.4(/..f!lP....................~~. Register of Wills ~. " '.~ ......"Form No.RCC-62 (2.641i::,~-70 -11 ~ Will " Administration }No..Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ........',':.:i .D~~~~~~d~~~' ~::::u C)'.".~t . J>.rn ::0 ~-__~ (f)<;"'>C r",_-_~ :J:_(.;:==!-T ..~.-..~$_Late of G=:.(.,''..........•....;~~.:z:-,r--•~,~"""~."":L"'a.~~_C)lT1 ~~~~.)i I!__~_ -I 7.J (""-,:u''''o ,-..,C.-,:,,1.-....."'-'~County of ..-:-.:-r::.'?;:•..•.-:0 •.~..•..-:-:.•••""'..•0 __:t..._;.~,f!;"o -<t ;x;-.r.--~Commonweiltli=9f~ennsy~ania '~!~ ~'!>(f)tAl :..:::. --..J ....--....:.,.~ ~:/.1../ ......."10 ~t"...;&~•..,;..,'~ ',::-',."..\:.,\).~..,./"'1 Q ~\,..' '"'*•""Iqtll REPORT AND APPRAISAL ..... f " '.•..1'., RCC-BI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Jane H.Staley (Executor or Administrator) IN YOUR REPLY'PLEA8E REP'lR TO j InRe :Estate of__..:::.C=l:::;ar:..;k:.:...:N~.:,;......:.H=a:..:t.:..:h:.:.:aw.:.:.a~y!!.-__-__--- _____W_a_sh_1_·n...;gt:::..-o_n -County _File No.__63_-_7_0-_7_12 Dear l1rs.Staley: You are hereby notified that the __~o~r~i~g~in=-a=l~__------ appraisement in the estate of Clark N.Hathaway has been filed in the fffice of t~o Register of Wills qfWasbjngtQn County on October 4 .,19_._.Said appraisement reflects the following valuations: Real Estate _--,-__~7.;.5...:.00~.0_0__--'-_- Persona1 Prope rty __--=1:.:::00::::';.!.•..:::OO..:::-_~__ Transfers ---...:...---..;.--__-- Tota1 _-__-----_--4-7OJoOUl0'-l.J.OO..LI---...:...-- As to such tax that is paid within three montns 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. A~y party in interest who is aggrieved by an appraise,ment may appeal therefrom as provided bylaw. Date Qd/ober J 4,1970 Date of death:8-4-$9 Note:This is not a bill. Signed Title "¥ak;""/Jl. Alfred ']osi,Appraiser I RCc'-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Hathaway (Last Name) Clark (First Name) N., (Initial) 8-4-69 6 0DATEOFDEATHFILENO.3-7 -712 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_.:.=W~a:=s~h~i~n~g...:::t~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". Dated:October 14,1970 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 deduct 1 i0 4 n,'1970 0.~f .~;L A __Ata Dated:October _~CF"'~V(/ REGISTER OF WILLS VALUE AS REAPPRAISED $-------+-- 54 007600 1316 $7) TriO 00 7600 00 l'u6 54 6283~,b_6__ VALUE AS ~PORJJDINVENTORY 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 annuities . ESTATE TAX ASSESSMENTS :=========::t=tt,Jr-·-:oll!~ ~l37..',~~) ,~ ""::~ FOR USE OF REGISTER ONLY Tax on $------..,...,.,"""'"'r-l-r-l'-2% Tax on $b~l:5j 4b @ Tax on $5% Tax on $10% Tax on $15% Exemptions * Total Estate --l-__ TOTAL TAX COMPUTATION OF TAX $.' ~.177 ()1. "., '"$--,,-..-----------+--- $:~ S.,$-::-__--1_---,-,. ~~-.":....... ,~. 'J',J< ..,.,......:_....._. .'__, ') (*)As evidenced by Charitable . Exemption Certificates issued " by the Secretary of R~venue.~. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death c:--r=',':.... BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from _____to $------ AMOUNT OF ESTATE TAX ASSESSED $-----L- Estate tax paid $__-,-L- BALANCE DUE $l- Add interest at rate of 6%from t= ------Ito-----$------ 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 !...No.Admlmstration IN THE year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .G:I.,aJ:'k:Nl'.l:ICl.:th<3.:w:ay Deceased Late of..R.D..#4,'kla,:;;ll,:;i,ngt,9Il County of Washington . Commonwealth of Pennsylvania REPORT AND APPRAISAL 4' ,/ Fonn RCC-2 ~I" " .n~I"1lR'l'MENT OF REVENUE JBUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Q.~t..9P..~.:r.;.JA.,J.:.9..7.9... COUNTY ~9.:.~.~??~~.?~,..,.. FILE NO,?~:.??::?..~~. Whereas,G.l9rr.~N.~~§..t.hC?:~~y late of R..•.P..,..#4.W.~.f,.b.mgt.9.P.:. in the County of ~~~.s..~~~?~.?~Commonwealth of Pennsylvania,having died on the J.?.~.~~day of .A.ugus.t..............................................19 6.9..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Alfr.ed T.Qsi ,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 Ufe 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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpo.es $ Realty:' (1)Tract of 28,54L~8 Acres in Armvell TmVllship,liiashington Count y,Pennsylvania,conveyed by Clark N•.Hathaway,et ~.to Clark N.Hathaway and Lavina M.Hathaway,his wife,be deed dated June 6,1967, I Dp.p.n Book 121)9 nal?:e 197 (said Lavina J.1.Hathaway having died on January 20,1969);having erected thereon a 1 1/2 story frame house. Excepting and reserving the Pittsburgh coal with mining rights, (2)Tract of 31 Acres in Horris 'lIbwnship,Washingt~~.Covnty,5175 00 Permsylvania,as described in deed from Clara Belle Crouse,et con, to Clark N.Hathaway,dated May 13,1931,Deed Book 573 page 629.No improvements.Excepting and reserving the Pitttburgh coal with min- ing rights:.23~5 00 .,..,11 T"\-.... .,..,!>"Y'ln ,-,1 n hp.1 ('\"Y'l0';"Y'lO'R 100 00 'rnt.,q1 .7600 00 Having been duly sworn according to law,I do hereby:certify that the above appraisement is made in con- formity with law on this ............I1!.~..........................day Of~;;:yo;z;;;;;;;;;;:=~ Appraiser .................................................................................................................................................... ~-(Number and Street)........LJ..~............................................,Penna.(oat Offlee) ~ ·····················l'Jashington···County Date Page, f \, RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .GJ..¥~..n~Ij:C:t~h?:v.-f.a.:y . Deceased. Late of R~.p..~.#4....y.IC:t.~pi.:pg!-.c::>J::l ..................................•..... of Death,$.::4.::.9.9.,.. Appraisemel!t Docket Vol...3 9-//0.......t..~~.~..:~;::;:~:;~~:::.. Filed in Register's Office,Q.<?~.~1.:4 19 7.9. Am.ount of tax due,$. DEPARTMENT OF REVENUE Received, '\ Examined and Approved,.. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,.. Entered and charged,. ~. .. ..I •