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HomeMy WebLinkAboutOC1970-0796 - ESTATE OF BEHLING,. R C C-SI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Doris Jean Paguet (Executor ~) IN YOUR REPLY PLEAGE REFER TO In Re:Estate of E_d_wa_r_d-,:.~L_e_o_n_B_eh_1_mg_·~_ ______V1:..:.:Ja::.:s~h~in::.:cgt=on~County -File No.63-70-796 Dear Miss Paquet: You are hereby notified that the original appraisement in the estate of Edward Le-o-n-e--;:;B~e':"'"h~l-:-ing~::--------- has been filed in the office of the Register of Wills qf Washington County on October 30,,1972-.Said appraisement reflects the following valuations: Real Estate _ Personal Property ~1~,~4~0~0~.0~0~_ Transfers _ Total -:.Iol.,..,4~01o!l0"".u.OAO!...--- 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. Title Date __0_c_t_ob_e_r;.....::3:....:.0~,-:1;:.9'7=....:.....:0 _Signed _...;;.h~.~...;;,....;...,....::~=~~----:/fS'@~/'-7Ja~.?JCl­ W.R.Chaney,Chief Appraiser ESTATE INSOLVENT DATE OF DEATH:July 9,1970 Note:This is not a bill. ·C<;,39 (tl-581 COMMONWEALTH OF PENNSYL.VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY i~state of Behling (Last Name) Edward (First Name) L. (Initial) DATE OF DEATH 7-9-70 -FILlfNo:..'&3-~0-884 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__'tiI._a_s_h_in--=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 itern in the last column to the right in Schedules "A","B", "C",and "E". Dated:_....:;1:...;.0.....;-3::0.,.0----'7_0 _ 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 ..a dedoetioo.~:-.'97~ Dated:10-30-70 _--Lt....J~fQ£.!~::::::-:::==-=~~-:-:'_ REGISTER OF WILLS VALUE AS REAPPRAISED $-------+--l.L.OO 00 1,400 00 1.~2 ~.C;O Insolventte l-L.OO 00 ltL~OO 00 Esta VALUE AS REPORTED VALUE AS APPRAISED $$ CLEAR VALUE OF ESTATE 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) Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $---------t-- Tax on $---------t-- Tax on $---------t-- Tax on $---------t--Tax on $--1__ Exemptions=========i~= Total Estate --------4--- TOTAL TAX 2% ~ 10% 15% * COMPUTATION OF TAX $--------4-- $--------4-- $--------4-- $--------4-- $--------4-- $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 BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $---------1 AMOUNT OF ESTATE TAX ASSESSED $-----,.-L- Estate tax paid $L- BALANCE DUE $-------11_ Add interest at rate of 6%from t= ------tto-----$--------1 TOTAL TAX BALANCE $-------..1PAID$....J 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 ...........E.Q.WCl.:rcl ~E39.J;1..~.J?~l1;L:iI1g . Deceased Late of WC1~hington"----.-".~_.----._..-_.-....._.---..------_.---~.--- County of \'[C1~l1;iJ}g-t;.C>Il . Commonwealth of Pennsylvania REPORT AND APPRAISAL .. .., '~: ,....~... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANA ORPHANS'COURT DIVISION IN RE: ESTATE OF EDWARD LEON BEHLING, Deceased ) ( ) (NO.1970---------- PETITION FOR SETTLEMENT OF SMALL ESTATE TO THE HONORABLE P.V.MARINO,PRESIDENT JUDGE: The petition of DORIS JEAN PAQUET respectfu lIy represents: 1.That your petitioner is the niece of Edward Leon Behling,deceased,and is, therefore,a party in interest in his estate. 2.That the decedent,Edward Leon Behling,died,testate,on July 9,1970,a resi- dent of 42 Oakland Avenue,Washington,Washington County,Pennsylvania.A copy of said Will is attached hereto as Exhibit "A",and incorporated herein by reference. 3.That the decedent IS entire estate at the time of his death consisted of the following assets: (a)Personalty -one ( I )1968 Dodge Dart,two door sedan automobile,Title Number A 20013920,Registration No.5 38187,Manufacturers Seria No.LP 23 D 8 B 348654 having a Book Value of $1,400.00 4.That the said Edward Leon Behling,deceased was survived by the following heirs,a I being sui juris: Doris Jean Paquet Niece 5.That by the terms of the Last Will and Testament of the Decedent,dated April 20,1970,he devised all of his pssets to the petitioner herein. 6.That by the terms of said Last Will and Testament,which is attached hereto, Decedent did make,constitute and appoint your petitioner to be the Executrix of said Will. Said Will has not been admitted to probate,and no administration has been raised in this or any other jurisdiction;nor is any administration anticipated. 7.That a II debts of the decedent have been paid. iIwm.......__....._......."----- 8.That this petition for settlement is made pursuant to the provisions of Sections 12 (a)and 12 (f)of the Fiduciaries Act of June 7,1917,P.L.447,as amended. WHEREFORE,your petitioner prays your Honorable Court to enter a Decree of Distribution,awarding the hereinabove 1968 Dodge Dart,two door sedan automobile issued in the name of Edward Leon Behling to your petitioner. And he wi II ever pray,etc. COHMONWEALTH OF PENNSYLVANIA COUNTY OF Washington ,,.... ) (58. ) :\.' Before me,the undersigned authority,personally appeared Doris Jean Paquet who being duly sworn according to law,deposesand says that the facts set forth in the foregoing ~Pe~t~itui~oun _ is true and correct to the best of her--------- ~personal knowledge,information,and belief. ~~Dorrs Jean Paque Sworn to and subscribed before me EVELYN C.TElESKO.Notary Public Canonsburg,Washington Co.,Pa.15317. My Commission Expires March 10,1973 ... LAST WILL AND TESTAMENT I,EDWARD BEHLING"of 42 Oakland Avenue"Washington"Washington County"Pennsylvania"being of sound mind"memory and understanding"do hereby make" I publish and declare this to be my Last Will and Testament"hereby revoking and making \ v~id all former Wills or Codicils by ,me at any time heretofore made .. FIRST:I direct and order that all my just debts and funeral expenses shall by my Executrix hereinafter named"be paid out of my estate as soon after my decease as shall by her be found convenient. SECOND:I give"devise and bequeath all of my propertYr real and personal"wherever situated"and whether acquired before or after the execution of this Will"to my beloved niece"DORIS JEAN PAQUET"as her own absolutely.. THIRD:I hereby nominate"constitute and appoint DORIS JEAN PAQUET to be Executrix of this my Last Will and Testament. IN WITNESS WHEREOF"I have set my hand and seal this 20th day of April"1970. Signed"sealedr published and declared by EDWARD BEHLINGI'the above named Testator"as and for his Last Will and Testament"in the presence of uSr who.1at his request"and in his presencer and in the presence of each otherr have hereunto sub- scribed our names as attesting witnesses this 20th day of April"1970.. ,:"t-_...., IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS·COURT DIVISION N RE: ESTATE OF EDWARD LEON BEHLING, Deceased ) ( ) ( )NO O_-9-&'...Io<:-3-4-1--=i"-+--__'970 DEC R E E AND NOW,to-wit,this ~oy of r.Jf./JI-.,1970,upon consideration of the annexed petition of Doris Jean paque~nof the personal property of which Edward Leon Beh Iing died possessed is hereby order and decreed,to be made as follows: 1°To Doris Jean Paquet,one ( 1 )1968 Dodge Dart,two door sedan automobile,Title Number A 20013920,Registration No.B38187,Manufacturers Serial Number LP 23 D 8 B 348654,issued in the name of Edward Behling,evidenced by Commonwealth of Pennsylvania,Department of Revenue,Passenger Registration or the Certificate of Title ° And the said Commonwealth of Pennsylvania,Department of Revenue, Bureau of Motor Vehicles,of Harrisburg,Pennsylvania,is authorized and directed to transfer said car title to Doris Jean Paquet,as her sole property. 1\ u.. !:: 0 u.. II)1'1 0 0 \IJ Ul V')S:: 1)1 II):>_~ «.... I- ~~~~I w«<-' z C:Z z w ~:lZ~\I zZ ....J ~'lO ('~'r n r'1 (II II)I-O..J-ct w ,-;". J «Ul >- o~I l :x:II:Ul W ....J \IJ Z \ ~...l:O I- >-"'z ~ l- •W "'I.Ll ~>-Z WW W z ~0..\ V')l- F'.'.• 02 0 0:::«':"W'JO .J~~g~ U=>~~w ot;,~EGI.):t,{CF WILLS WI-II::><\ u......J «I-0 m u..O °C-c u..w r/ASH Ii\',TON COp4 I«z~, 'Ou w 0:::Q) Zj o 1II 0~" I --z I-z ..I-«VI 0« ~« w «3~ ~~'f7JU'~~u :So 0::: i=~ I-cu01-Z V')Q) -V')wW-c I-u<-' w \:-':if ($7fcJ -~LIJ/(;>/' w Z a..III-V'). Z~0Z .. .... \ KUSTURISSMICHAELE. ATTORNEY AT LAW 12 NORTH'JEFFERSON:AVENUE~~NONSB~RG,PEN~SYLVANIA 15317 J ~ffi~auit OOf fxrrutnr ®r l\~miui6tratnr ~tntt nf 'tuu.aylunuin } <!tnuuty nf IIn.a4iugtnu .a.a: Personally before me,the undersigned authority,a .N.o.tgr.Y-..P..l,J.bH~in and for said County and State,appeared D.Qr.ls..Jeg.I1.Pg.e;J.v.e-L _:~vho,being duly sworn according to law,deposes and says that he is the executor or administrator of the es- tate of Edward..Lean.Behling __ __.__.deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ._.__~g.w.grg._l~g.n __6_~.hLi.n9., 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. Sworn ~subs ibed before me this ...I't?~.....}In -Qp~AA)~..d LLfi~ d of tf4t.~1J.;J.........·A.Y~q·)..~E~~~t~~~~kkt;~~~················· EVELYN c.?'...;p~eR'~. ClInonsbur lIshingto Co..PlI.153 7 ADDITIONAL INSTRUCTIONS My Co 1s.5ion.lffiiH~fBr~,ti(J~t be filed within three months after appointment of personal representative. 2.A supplemental 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 3Juututnry null 1\pprni.atmtut of the goods and chattels,rights and credits which were of ~~.~?~~..~~.?~~~~.I..i.~~.late of ~.~..?~.~.I.~.~.~..~~~.~~.~.~..~~.~.~.~.~~~~.~.~:. Washington County,Pa.,taken and made in .conformity with the above affidavit. j REA L TY NON E P E RS 0 N A L·r Y One ( 1)1968 Dodge Dart,two door sedan automobile,Title No. A.20013920 DOLLARS 1,400 00 CENTS ''Vd ··O~H01::JNIHS\ltA S'nl1.\;j()'r\3iS\:J3'd ON n?1\\'\trJ SOt! "'Q """';','I 1".,.'.I·':J t'~· ... \Q I \ Rcc-to~(2-64~_. COMMONWEALTH OF PENNSYLVANIA DEPARTMEIH OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF__.....:W...:..;a=s:.:.,:.h.:.,:.in:o;:l.g.:..;:to::..,:n'---_ J Pa. This return must be completed in detoil and filed in duplicate,with the Register of Wills in the County where the decedent resided within one year after date of death,unless an extension is granted by the Secretary af Revenue. Will Admn.No.19__I,D=or:....:i;:.,s...=J:,::e;;;ac:..:n......:P:....:a::..::9!-::u:....::e:..:..,t of 42 Oakland Avenue,Washington,(Name)(Address) Misc. being duly sworn according to law,deposes and says that he is the E_x..;o.e_c_u..;.,tr..,.,i_x__-,---_(Exec.,Adm.,Legatee,etc.) of th e estate of ...I.E..loddLXlwuodJ.r.l.!dl-l.!Lel::iColoLUn...JB,lSe:ah.uI..J..inu:g~1a te of 42 Onk 10nd AvenI!e Wash i ngton Pc •(Citr,Borou~h,or T~wnship), deceased,and that the whole of the estafe of SQid decedent,who died on -=-Ju=-'.:....lyt--=9~,c......:..1-:-97:....:0------------(Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair mal-ket value of the assets and no Pennsylvania Transfer Inheritance Tax is due. (Title) Real Estate Personalty ELYN C.TELESKO,Notary Public anonsburg,.Washington Co.,Pa.15317 ASSETS y Commission Expires WAitt.achOpd8j1flio~sheets if necessary) Description of Asset None 1968 Dodge Dart,two door sedan automobile,Title # A 20013920 TOTALS Estimated Market Value 1,400.00 1,400.00 Executrix Department ValuationCAUTION(Do not writeinthisspace) ·DO REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointe(J Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing sche~ulelat t~va~s ~et forth opposite eac}lltem in the last column to the right.IAJ,~':((/A _~,,~A-,./~.A. Dated:16 '\.3 0 -7 0 Inheritance Tax Apprp%er r t?/ Russell Marino,Reg of WiIJ Petition fee Kurtz Monument Co.Headstone William G.Neal Funeral lome Funeral expenses Dr.Brest Medical services rendered Rev.N.Genci Burial services rendered M.E.Kusturiss Attorney·s fee Jefferson Methodist Church Church services Dr.S.Glenne Nicolls Medical services rendered Name of Payee DEBTS AND DEDUCTIONS Nature of Claim Amount Amount Approved Claimed by Register I 8.00 g·OO I I 120.00 I~O.00 I1074.90 jO '1 4 '9 61J.00 I25.00 1/.06 200.00 ;)5,60 25.00 d O().0 () 65.60 :2 5',()<3 b cI.hd _________...L-T_O_TA_L_S_.L......!..'~529:_._5_0_-'-~I/'-~_";(_9_,51_LJ_ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wi lis in and for the above County,do respectfu Ily report that I have allowed deductions in the amounts set forth in the above schedule as claimed,except where I have set forth a greater or lesser amount in the last column to the right,which greater or lesser amount represents the sum allowed as a deduction. Date of ApprovaI:_--;'//~tJ:::...---.....;c3=__=O=___-_..!...'7.....;f=____Register of Wills ·~<--7.(;)-3 (J c--I ~p 5""~r .\1 d..0;)NO 1j N\\.\S'li ti\ Sll\ll\jO ~i3iS\~3'J oH\)~\~:¥\~'\~l,'3 S~;1I't\ "..-,0 ..(':•. Form RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS.;. HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ..Q.9.~9..~.l3,.!:3..9..,J.9.7..Q . COUNTY ~~~.~.~.~.~?.~. FILE NO...93.::7.0=.$$.4 . Whereas,~q.1.'!?:~.9:~.~.<?P:.I?~N::~:gg late of W<:l.~.h.:Lngt..9.n . in the County of ~~~.~?~?~.?.~Commonwealth of Pennsylvania,having died on the :nin-gh day of J.uly 19.70.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~~.~.~.~g.~~.~.:;y ,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. PERSONAL PROPERTY: Description of Asset Unit Values $ Appraisement Made for Inheritance Tax Purposes ____S_e_e_c_o::...:py!:....-.a_t_t_a_c_h_ed_t_o_a~'P.=..p_ra_l._·s_e_m_e_n_t -+--fi-_.....:l=.z..•~QQ..-_ ESTATE INSOLVENT 'notal 1.1..00 00 Having been duly sworn according to law,l do hereby certify that the above appraisement is made in con- formity with law on this ~Q,..:~::;.,.A.L day of ~~~'7.g......t.u......:.(!A .A.~-o.~-'=A,-.........~..=.~="~,/.....ii,raiser .L (Number and Street).......w.C~..d.#-;,.OiB;~)" , ,Penna. .'" WA.sH:I:N.G'J:'ON...County I RESIDENT INHERITANCE TAX APPRAISEMENT Estate.of EmIJAIW nEON BEHLING............................................................................................ Deceased. Late of WASHn~GTON C',) ~:;a;Ll~:::/~~;~;;7;~~~7.~:.::::Ji'. J •••••••••••••••••••.•••••••••••••••••••••••• Page,.//.~~..7 No ??:.79::::??4 . Filed in Register's Office,9.:9.:~..•...J.Q.,19.7.Q. Amount of tax due,$. DEPARTMENT OF REVENUE Received, "r /Examined and Approved,. Wrote abo.ut Appraisement,. Appeal f,.om Appraisement,. Entered and charged,. r ~ i ~' I.DEDUCTIONS ALLOWED IN • 'V THE SUM OF ",.""",.$...i..~<.2...SiJ DA~~. Regilt"of Willi,Agent ...,f ~..:.....---:.:-,~-':-~-:----:-'~",.'!"-'."'.•~_...~......----'~.......-- LAT&:OF _4;,,:2:-.::0a:...::.;,k:;;,la;;;,n:;;,d::...:...A.:.,v;.,;e:..:n..:..:u:.,:e:.J,'-.:.W:..::a=s:.:...:h.:.;ing~t..::o.:.:nL'--=P:.,:O:..:e:--_ CATE OF FILING APPAAISEMENT DATIi 01"DEATH ~.__-=:J::=u...:.lyI-:.9:.J,r......:..I.:..;97~0=-_ ESTATE OF Edward Leon Behling .;...., OFFICE OF THE REGISTER OF WILLS Form RC C ·10 1,5'29 .50COMMONWEAL.TH OF PE~NSYL.VANIA } COUNTY OF lVashmgton so: I.Doris Jean Paquet DATI!:NO.O~NAME OF PAYEE REMARKII AMOUNTVOUCHE'1it Sent'10 Igj ~1 Russell Marino,Rea of Wills Petition fee 8 001 2 Kurtz Monument Co.Headstone ~,t2Q 001 3 William G.NeaI Fu nera I Home Funera I expenses I,07~90 4 Dr.Brest Medical services rendered 11 00 .Ii RAV N.Genci Burial services rendered 25 00 6 M-E.Kusturiss Attorney's fee 200 00 7 Jefferson Methodist Church Church services 25 00 A nr c;.Glenne Nicolls Medical services rendered 65 60 I - ..... ./ '------'EYELYN C.TEL[SKO,No ary Public Canonsburg,Washington Co.,Pa.15317 My Commission Expires March 10,1973 /"',-......" ,I \..-"-\ ,..I '\ , l..Q 0 <f)<1; ....l a...z ....l c.~~0 :c:.,,<:--<..) cet lJ.....-,.0 z 0 ,c c=n::1--_...I Lu ~..!) 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