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HomeMy WebLinkAboutOC1970-0751 - ESTATE OF LOGSDON" .0 RCC-3\l.(5-681,. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate ofl,OGSDQN, (Last Name) WII.LARD (First Name) R. (Initial) I DATE OF DEATH 10-15-69 FILE NO.63-70-751 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". 8-05-70Dated:____-'-"--C.-_ 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",~'r r or lesser amount represents the sum allowed as a deduction.r I Dated:__....S.o1'·-...Ollo,l,o"l5c:!!-'-t7uQ~_ 17.800 00 17.800 00 26.325 43 TnClt'\l vent:te 17.800 00 17 800 00 26.325 43 F.~1"~ VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+-- 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 $--+__ Tax on $----------+--->,... Tax on $--------~--Tax on $-+__ Tax on $---------4-- Exemptions========I==Total Estate --l-__ TOTAL TAX 10% 15% * COMPUTATION OF TAX $-------4--- $---------4-- $--------+--- $-------+--- $-------4-- $1.-.-_ (*)As evidenced by Charitable E~emption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::r== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from _____to $------ AMOUNT OF ESTATE TAX ASSESSED $---jL- Estate tax paid $--IL- BALANCE DUE $---ll- Add interest at rate of 6%from t= ------lto-----$---------1' TOTAL TAX BALANCE $--------lPAID$-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 {N Administration ~o. IN THE Year ·1 -, MATTER OF THE APPRAISEMENT OF THE ESTATE OF WILLARD K.LOGSDON Deceased Late of . County of WASHINGTON WASHINGTON .. ........ Commonwealth of Pennsylvania REPORT AND APPRAISAL 00' ., / .. ;;_0 ,_,A"".oj , Form RCC-33 RESIDENT DECEDENT J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ..WAS.H.INGT.ON . IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the' Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of ..t1:!~.Inhl:!rit{l.nce ..{l.n!i .E.!'!t!ite .l.'a,x A,ct of ll!!lL) ........................;;!:;R:;:;~:!:;~;~~~~.~~~~.~'''"l~;=~xOF (State full name of decedent) .WASHINGTON »HMHH~KXLateof....".........County INFORMANT Decedent'died Q.ctol;:>e..r.1..5. (Month)(Hay) Name and address of attorney or} other authorized representative to. whom all correspondence should be mailed. State of PENNSYLVA~..I~, } as: County of WASHINGTON . .w..~J+.:h.g):n ~L.Q,g.§Hi.Q.P....,..Tnf.orman.t..............'..L.~iX ~KJ{X ot the estate of the above-named decedent being duly sworn.depostE;and say S ", .; .,19 ..6..9.....f){*xaXi}Ot}M{rH}f}QXH~X1X.X*»XcK~*~HX'X'X~~XtX~KIX .} (Year)Lintestate .' .SHEEMAN H .•....S.I.EGEL..,ESQU.IRK.:........... .215 Washington.Trus..t Building .. Washington,Pennsylvania 15301 That as such .........~.~.~.9..;'.~?.~.t .........deponent is familiar with the affairs of said estate and the property con- XMOO~XOOllliM~~ stituting the assets thereof and their fair market value. 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 iudecedent's individual name,with right of access by another as agent or deputy,with the exception of the followiug:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINTINWHICHDECEDENTRENTEDASAFE'DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT N 0 N E That the contents of said safe de.posit box or boxes are itemized under Schedules of this return,with the exception of the ~ollowing,for the reasons hereinafter set forth: That Sc.hedule A attached hereto and made part hereof sets ~orth full v and in"detail all the real property in the Commonwealth of Pennsy~vania o~which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date o~death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page o~record thereof.It also sets forth in the columns provided there~ore the assessed valuation of each o~said parcels;the estimated market value thereof as o~date of death o~decedent•. That Schedule B attaGhed hereto and made part hereof sets ~orth fully and in detail all personal property wheresover situated owned by the qecedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,SaVings banks,trust companies,or other institutions,whether individually,or in trust ~ormanyotherpersonorpersonsgivingalsoseparfJ,tely the accrued interest thereon,if any;~down to the last interest day prior to decedent's death in the case of savings banks,and to the date ~~decedent's death in all other cases;all bonds,postal saVings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute Gr agreement they are designated as tax free,of the United States,or any state,or political subdivIsion thereo~,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,hQusehold furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of Whatsoever kind or nature,left bydecedent,together with the fairly estimated market value thereof;all bonds and mortga~es held by decedent and of all claims due and OWing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giVing the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons ~or such depreciation'as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annu::l.ty and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereo~at such time. • • In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.·It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto .and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of,.. death;taxes accrued chargeable for period prior to decedent's death.(except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", have been carried forward and properly registered in the Summary. Subscriood and sworn to be ore me thiev:::·. I~'1D........................................'..:d~~of ......19 . .............................~;;'.--~I-- Y:~NOVAK~..NO MY UBLIC WASHINGTON,WASHIN TON COUNTY MY COMMISSION EXPIR S T.7,1972 NOTE:Mffebr&~~'1nsyl'~ifA~Olfllm8tlW~ie.bake sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.,Also make certain that column #1 in the "Summary"has been properly completed as above-directed. .'. RCC-S4 (1-64) COMMONWi!ALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule liE".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together with a general description of the property,with a reference to the record of the conveyance by which the decedent took title;if a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. NON E (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) Insert this total opposite "real property",Schedule IIA"in the X X X X X liAs Reported"column on the last page of this return. .'.RCC,;,;35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE'TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned indiVidually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intari'gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,.. stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate o~or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule•. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKEr VALUE (Do not write in this space) N 0 N E Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return. DEPT.VALUATION (Dept.Only) 17,800.00 17,800. MARIillT VALUE (Estimated) ,-, SCHEDULE "c" TRA.NSFEllS DESCRIPT ION l)-tJIP~'tJ r BEING the same as conveyed to William E. Logsdon by deed of his father,Willard R.Logsdon,et ux.,dated November 17, 1956,recorded in Deed Book 980,page 52. Excepting and reserving the Pittsburgh coal,Deed Book 334,page473~ Excepting and reserving 0.319 acre conveye to Ray D.Tayloretux.,Deed Book 1068,pag 628. Tract of land in Blaine Township,Washingt County,Pennsylvania,containing 80.69 Acr adjoining lands now or formerly of Harold Westfall and Walter Grose. ITEM Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. RESIDENT DECEDENT CO\P.lION'I'EALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX (1)Did decedent,within two years ofdeath,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)~NuO~_ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)-=.N""'o=<-__ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer __ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)No (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)_y=..>oe""'s"'-_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others ---:_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)~N~O~_ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of'transfer or by operation of law?(Answer yes or no)_~N~O~_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. J , RVC-38. CaMMONWEALTH Ov PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I NSTRUCTIOl'iS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. DescriP.tion of Property,Date of Acquisition,Name Iunit Address and Relationship of Co-Owners,and Place Value of Record of Instrument,where Real Estate.! NON E percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. ..'. RCC:3?(12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT I • SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OF(State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY ~ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH William E Loasdon Son Yes Entire Interest Box 69 Taylorstown,Pennsylvania Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE - ----------------- :\IATIER OF THE APPRAISEMENT OF THE ESTATE OF Will Administration ~No. IS THE Year . \ (Executor-Administrator must complete "As Reported"column #1.) C1 ~""d ::0 '"1 '"1 Cll Cll0~'"1 e:...til ::s til til til 0 ~.....::s ""dClle....'"1 ~til 0><'0~:""d Cll-g:-~...'"10~Cll '0 t%j Cll... til .-+ .-+'<~.-+Cll WILLARD R.LOGSDON Deceased Late of."Bla.irlE:r:rC?\Al?~.l:l:i.P ;. REPORT AND APPRAISAL Commonwealth of Pennsylvania County of Washing.i:op..CI:lc:~~:>::0 W CI:l en 0< n n?"?"?" ei 05 ~::: SHERMAN H.SIEGEL,ESQUIRE ~t.!d '. ,.t:l~-C"tl'O~.-::sr.c.. :><J:~'\"1 ~: C· .0 o () -oo-ee_-ee .oo -ee -ee -ee -ee -ee -ee:~:::~:" :...::>:00 :til :0 :0:0 ::0:0;·:.Cb'-":.:0:0"0 .....~o:o:o Q- :0 ctc..- ,.. ,00,0 :0 ~-ee ~'Q.: Q "~ Q 6j I:VIJ Ollt ~a']".", • i I ·l"".'., 'Vd "00 !lO)CJI!IHSVI,I S77!1,1 :i 0 ({':!I SJ'l:1 ,\I~-"-,V:JIJONIV~-<.',/'-t::"':"'n l / I I ........I -.J '(J ~o Form RC C·lO OFFICE OF TME REGISTER OF WILLS OF __.:.:W:.:,A.::S::..:H:.:,I=:.N::.:..::G:.::T:..::O=.:N:.:.-.-COUNTY STATEMENT OF DEBTS AND DEDUCTI..ONS DEDUCTIONS ALLOWED IN J T~E SUM ~F $~~.~~.~ _DAJ\~~,.oV"\~~J:l:~Of k"Jj--=------.::::- ESTATE OF _W~I=L:.:LA::..::RD:..::::.-=-R:...::.~L~O:::..G.::.=S-=D:.::O:.:N-=---_LATE OF _--...,;B::....::l~a:.:i;:,;;n~e~T.::..:::o..:;w:..:.n:.:s:.:h:.::J.::.·=:,p _ DATE OF FILING APPRAISEMENT _----'I~_·~..:::.r-L--.J.2:-=o DATi OF DEATH _.......;::O:.;,;:c:;..t.;;;.o=b..::e:;.:r=-·....:1:;.5=...Ll--=1:.,:9:..:6:...;9::.-_, DATf:NO.OF NAM&:OF PAYEE REMARKSVOUCHEIt AMOUNT ~urial expense of wife,Mary I...It=>t=>Funeral Home lr.Logsdon,who died June 4, ~968 \957 60 I~nleeFuneral Home lAmbulance service for wife 40 00 Clavsville Cemetery opening and closing graveAssn.""f:,'loro,:>:.c:!o,'l wif't=>".75 00 IRpv Thomas Huahes Officiatinqat wifels funera1-1-30 00 Brownlee Funeral Home ~uriC;l expense of...,t 10t;R 50 Claysville Cemetery Assn.Opening and closing grave 00I,",~"""",+-.Rt; Officiating at decedent's-l'50 00 Monument for decedent and •.~.;~"(oc:!+-i ",,,,+-o,'l'e;nn nn ~~)Q!{x~tXe{X fiti xgD<~ I ~~~~X~k~K I ~X.R<:d[lIC 14!~~I! m:U(Xc:xlaKXD!XXlK(Xi(~j{k~~~orom~X'X;u:X 1~)l~2:1l Flnvt'l ~.::l\1 Balance due on mortgage, r••'Rnnk1??n~l"ft=>454 1100 00 County Treasurer Delinquent 1957 County Tax 42 00 I Vera Knox stine Delinquent fire insurance loreniiums 303 55 Sherman H.Siegel,Attorney Counsel Fees 200 00 Margaret Hails Notary Fees 3 00 Pro rata share 1970 taxes (E stlmated)75 00 ~-,..rl in and Carl Broker coinmission 1424 00 State stamps on deed 178 00 I Local stamps on deed 17Q nn )William E.Loqsdon Balance due from decedentfn-r nf'l"f.::ll=:t=>lQ~trir ~gd :r~~~ph~~e.T~~~mL1 No¥~~er l39-mos.@ $25.00 per.mo.3475 00 I wi lli.::lm F. Balance due from'deceaent fc r Loasdon Ipavrnent of taxes from 1957 i 0 I ,1~~~!~clusi.."Ve (13 yea,as)@ 2140 00 COMMONWEALTH OF PENNSYLVANIA }s.:-.. COUNTY OF WASHINGTON I, I.WILLIAM E.LOGSDON,Informant HEREBY CERTIFY.THAT.TO THE BEGT OF MY KNOWLEDGE AND BELIEF.THE FOREGOING 18 A JUST AND TRU E erATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES 01' ADMINISTRATION SUBMITTED TO THE ESTATE OF WTT.T.~Rn R LOGSDONtfJi,IOf.A ?DECIEAOED.AO DEDUCTIONS I"OR INHERITANCE TAX PURPOSES.~k';,Pd.J .A -J V/J../r:t::i:~t'7 Yo '7 ~--(L.6.)S~R"a~.S~~SCRlBi:DPJt;I"ORE ME THIS ~DAY 01"v'William E.Lo~sd-6n '\.,.~r U..........J-oiT/l I _l.4,.if II CAROLE Y."NOVAK.NOTARY PUBLIC I --...;,:::;;G I WASHINGTON.WASHINGTON COUNTY MY COMMISSION EXPIRES OCT.7.1972 Member,PennsylvaniaAssociation of No~aries L. Form RC C·lO ~. i '•J -OFFIcE OF THE REGISTER OF WILLS OF _..:.W:.::A.=;S=-H=I~N.;..G_T_O_N__COUNTY AND AGENT OF THE COMMONWEALTH (. STATEMENT OF DEBTS AND DEDUCTIONS PAGE TWO DEDU~OWEQj~ THE SUM OF ~~.. DATE APPROVED .~.....~u Iv;lknMA ,---t Register of Ills,Age"t I, ESTATE OF _....lWOL.LI.J.TLI.,IJ&.,A..R~D~"""'R:I...."--..L~Q/.!oG;u,S.l.JDIo£OI.U.lNI....-_LATE OF __-,B!:!.:!:l~a~i~n~e",-..:::T~o,-¥wl!..:n~s~h!;.::!i:..lp~_ DATE OF FILING APPRAISEMENT DAT5 OF DEATH _-I"O,Ll,C,;.t~olJ"bJ.l:e::.rL-...Il_5.Lr-;--I1....:;9;L.l6u..z9 _ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"" IAdvancement for medical bill~ William E.Logsdon and medicines for life tenanIts 200 00 wersona.l care,IlULO.LUI:!servl.~es, IT.T~1 1 ;::Im 'R T.-"and food and housekeepinq services Ruth L.Logsdon to life tenants from Nov.17, 11956.to June 4•1968 @ S2.00 Iper day for 4,213 days 8426 00 Balance due :crom decedent foIr 7_?l:\hl william E.Logsdon nt to American Heatina Co.for installation of fllrn;:)~ein -".:I nt's house 3284 78 TOT~T 26 325 43 - COMMONWEALTH OF PENNSYLVANIA COUNTY OF __W=:.;A.::S":H:",:I=,N~G~T-=O~N-.,~=~"",,../so:WILLIAM E.LOGSD ,Informant------:~==::.=.:::....:::;;.:,--=;:.,:.,.---..:...---HEREBY CERTltrY,THAT.TO THE BEGT OF MY KNOWLI!:DGE AND BELIEF,THI!:FOREGOING IS A JUST AND TRU I!:STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF WILT,'ARD R J1~jtyv01 DECEASED.AS DEDUCTIONlO FOR INHERITANCE TAX PURPOSES.'t!!!!-~I Q J~ )~-JA'-r--''''''''---:'7-=-=:-o:''-=--::~''''7.i!:~,....:-"",=,y..,....,...,=---(L.6.) SWORN A SUBSCRIBED BEFORE ME THIS -L(J Lf("_DAY 01"William E.~on,11I..:L!2. CAROLE V.NOVAK.NOTARY PUBLIC WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPIRES OCT.7,1972 Member,Pennsylvania AssociatiQnof Notaries. .) ,' .-- 'r (,\, ,1 J SHERMAN H.SIEGEL ATTORNEY AT LAW WASHIN'~TON,PEH--lNSYLVANIA 15301 WASHIN13TON TRUST BUILDIN13 May 18,1970 Russell Marino Inheritance Tax Agent washington,Pennsylvania 15301 Dear Mr.Marino: I hand you herewith Schedule of Debts and Deductions decedent. Willard R.Logsdon,Deceased :E:;J l>fT1::O (/)0 c::::z:~--::c -(f';::I=-~ -(f)(f)-c RCC-,33 'togetn:e~with -li1 for theabov~~~1p:tioneaot:.;;:z:0 --.,.-q .,:e...-c (""),~-->::r The decedent on November 17,195~,~b6nveyea the tract of land which is described in the R6£:=3~to his son,William E.Logsdon,reserving a life esthW.T~ consideration for said conveyance was the assumption by the grantees of the payment of the mortgage and delinquent taxes and the care of his parents and to provide for their proper burial. I am enclosing herewith a statemenf of Debts and Deductions,which sets forth the mortgage balance due at the time of the conveyance and delinquent taxes and the support maintenance furnished to decedent and his wife from the date of said conveyance to the date of death of the grantors. In Re: ') ,, This return is made in accordance with the opinion of Thomas,P.J.,of Crawford County in Kelly Estate, which is reported in 18 Fid.Rep.501 (1968). 1'"I trust that the enclosure meets with your approval. yours, SHS:cnp Enclosure .f -.... IJ ... ,,~d':\~~~ 0~[cU ~~t-~~ M-B -Sf?P /-1J-~-..17'-s-2 "I,<5/rz p r.3 t!J L£_U _J1_1-.1 t2..J .{;Z~/(-I,J.yo-!Jt'J,'e~- ~.:-;L:l-7 ~ ~~ ~~,.~ 0) ,~~~~l ~~ "3~~ ~(v~ ~~.- ~ ~~~ ( ~ ~ ~ C3 3l ~.......... ~~\3'.:s ~~~I "~.........., I ' "., ,., R CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT lVILLIAH E.LOGSDON,INFORMANT IN YOUR REpLY PLEAOE REFER TO J In Re:Estate of lv_I_L_L_A_R...,:.D_R_._L_°_G_S_D--..:...°.::...N _ ____~_I_vA~S~H.:::.I::..;,N_=_G..=.T..;;.O.:..:.N County -File No.63-70-751 Dear Sir: You are hereby notified that jhe original appraisement in the estate of·i lLLARD H.LOGSDON has been filed in the 05fice of the Register of Wills qf WASHINGTON County on ugus t ,,19.2..9.Said appraisement reflects the following valuations: Realty Real Estate _--'-_ Personal Property~~~~~~---__ Transfers -;:I..:.7..J,~8~0::.;0:::.;:.•.:::.O~O:..-_ Total --=1~7.4,~8~0~Ou.uO~0.L----- 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. August 5,1970Date ~_Signed -~=--~~~~,~~6~t&:~P- Title ~{ DATE OF DEATH:Oct.15,1969 ESTATE INSOLVENT Note:This is not a bill. \ .C 0 l' 9 5 7.6 0 L,0.e 0 7 5.C 0 3 0.e 0 1,OS8.S 0 85.00 5 C.C 0 6 C O.C 0 3,3 C O.C 0 42.0 0 3 C 3.55 2 0 O.C 0 3.00 7 5.C 0 L 4 2 4.(0 1 7 8.00 1 7 8.00 3.47 5.00 2,3 40.00 2 00.00 0.4 26.00 3:2 8 4.7 8 2 6,Z,2 5.4 3 l' Fonn RCC-2 ~DEPAaTMENT OF REVENUE...( BUREAU OF COUNTY COLLECTIONS .. ;' HARRISBURG.PENNA.17 127 COMMONWEALTH OF P~NNS;YLVANIA RESIDENT INHERITANCE TAX' APPRAISEMENT DATE A.~.g:Y.~J :?.:.!..$..?.9 1 .l .. COUNTY 1~A.$..B.I..N.Q.::r..Q.N... FILE NO ?..~.:..?.9..:..?..?..!.. Whereas,i~!..~.~.~A.~P ~..~~.9..9..~.P..9..~late of ~~.~.~.g~.~gT9..~. in the County of J1.A.$.BJ..NQ.TQN Commonwealth of Pennsylvania,having died on the .l.5..t..b.day of Qf.t..9..P..~.:r 19 §.~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,y..~~..~9.~.~~.t ,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 tbe 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. TRANSFER: Description of Asset (REALTY) Unit Values $ Appraisement Made for Inheritance Tax Purpol8s As ner Schedule "c"attached ESTA'1E INSOLVENT TOTAL l7.80C 00 17.80C 00 Having been duly sworn according to law,I do hereby cert~that the abov:e appraisement is made in con- formity with law on this ~~day of <"£:'.v ~~.V'.....................................",~;j:7:p.p~~~ ············..·······..···········..)L,···~..··~.b~~·..~..~t~~~~. ........................~;;:;~,Penna. (PoVee) .; 'WASHINGTON..................................................-.County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of 'i,vILLARD R.LOGSDON Deceased. Late of ':-lASHINGTON Date of Death,.9..c:.~..~..~.?..L.!.~..~~ Appraisement Docket Vol.,:3..~.. Page,.../.P/::~?=.........No .6.3..7.0 .7.5.1 . Filed in Register's Offi.ce,A.~g..~?19 70 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement,.. Appeal f"om Appraisement,;. Entered and charged,.. 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