HomeMy WebLinkAboutOC1970-0820 - ESTATE OF BROADHEAD"
RCC-81 (6-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
RAnl0~'D BROADHEAD
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
J
In Re:Estate of __----=-D:..:.AV.:.cID=--=B..:..::R.=...OAD:..=....::HEAD=~;'=_
WASHINGTON Coun ty -File No._---.:6"'=-~-_'?=--O_-8_2_0 _
Dear I,m.BHOADHEAD
You are hereby noti fi ed that the;:;::;-=::-:'O~R~I~G~I~N!.DAL.IoL-_
"appraisement in the estate of D....::.A~V--=I:..--D-=.B=.::R.:...CA....::.D:..--HE-=A.:..:D:..---_
has been filed in the office of the Register of Wills of 1 ASIHNG'CON
County on JUNE 6,,1924-,Said appraisement reflects the following
va Iuations:
,-
Rea I Estate ~500::....::....._0_0 _
Personal Property _
Transfers _
Jointly Owned _~_
Tota I ~5_=_O_=_O~.O=__O=___
As to such tax that is paid within three months f~om 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 this notice may object thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961,72 P.S.2485-1001,P.L.373.
Si gned -----"~""'?J.,L7--,.q<,--::r___",..+C-=--"""'L?07'{"'"-~.........e,-;-G=--'--,--'_~!(jvU-.
Title INHERITANCE TAX APPRAISER
DA'IE OF DEATH:FEBRUARY 18,1961
Note:This is not a bi II.
ESTATE INSOLVENT
.-q-..."..-~;-'
......•J
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of BROADHEAD,DAVID
(Last Name)(First Name)
DATE 0 F DEATH ----.:2=..---=l:=8_-=61=-_FILE NO.63-70-820
(Initial)
REPORT OF INHERITANCE TAX APPRAISER
WASHINGTONI,the undersigned duly appointed Inheritance Tax APpraiser in and for the County of _
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:JUNE 6,1974 FRED TOSI
INHERITANCE TAX APPRAISER
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,excepl,l;ls to those items where a greater or
lesser amount is set fO'th in the last cnlumn tn the doht in Schedule "P",W~?ch-"S2..e,amuuut 'ep,e,ent'the 'urn
aUowed as a dedoctioo.\l
Dated:JUN 6 t97iltUSSELlMAR~~ll ~.
REGISTER OF WILLS
"on no
500.1 i;~
766.:00
ESTA'l'E INSOLV 'NT
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 -l=
FOR USE OF REGISTER ONLY
Tax on $-+__2%
Tax on $---------+--~o
Tax on $---------+--~
Tax on $10%
Tuoo$1~
Exemptions F==*
Total Estate ---JL-
TOTAL TAX
COMPUTATION OF TAX
$-------4--
$------~-
$----_._~--
$-------4--
$-------4--
$---------'---
(*)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 $L
Add interest at rate of 6%from_____to $-..J
AMOUNT OF ESTATE TAX ASSESSED $--~----lL-
Estate tax paid ..$...JL-
BALANCE DUE $---JL-
Add interest at rate of 6%from t=
------lto-----$-----~.
TOTAL TAX BALANCE $----__PAID $...J
FOR liSE 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 .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
DAVID BROADHEAD
Deceased
Late of
County of
.CAMOu,..'!Wp.~..
WASHINGTON
"'
\
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
-
,
(•
Form RCC-2
6,..DATE JUNE 1974
",COMMONWEALTH OF PENNSYLVANIA ...................................................................................................."
,,~4 Dl'tPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON
BUREAU OF COUNTY COLLECTIONS COUNTY ...................................................................................................
HARRISBURG.PENNA.r712 7 APPRAISEMENT FILE NO...........~?~.7.9..~.?.Q......................._........................
Whereas,DAVID BROADHEAD CARROLL TWP•........................,.............................................................................................................................late of ....................,..........................................................................................
in the County of .......:.....................~~.~H.~NG.r9~.........................................................................Commonwealth of Pennsylvania,having died on
18th JUNE 61 .the ................................................................................................day of ..............................................................................19............,seIzed and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,FRED TOSI 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 01'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 AppraisementDescriptionofAssetValuesMadeforInherllance
Tax PurPOleS
I
I
REALTY -$
SEE COpy OF APPRAISEMENT 500.00
I
ESTATE INSOLVENT
I
."
..,
I
I
I
Having been duly sworn according to law,I do hereby cert'at the above appraisement is made in con-
formity with law on this c;~day of -..~~.........................................19.~~...,•.•.•.........•.••.•....•.•...:~=~~~. .:~..,'"~..(~u.:~~~.~.~,Penna.
.,
,;~,
~.#
·WASHINGTON:·····.....····..County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
·DAVID···BROADHEAI,.··jj~~~;;~d:
Late of
OOL r.rn.I:O .··········CARR··......I.nr-.
Date ~.f Death,···fEBRtfjiji¥.~:~.::.~?~>.~<:.::
Apprmsemel!t Docket v01.,....~...-.J
0/_9 No -:d ..Page,/...{Q,·f ..· ·..·£..,"0-820
.d'R .t--'s Office 19 74FtleInegIs1.7 'JUNE 6.~.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo,ut Appraisement,
Appeal f,.om Appraisement,.
Entered an..1 charged,..
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LAST WILL MiD TESTAMENT---
OF-
DAVID BROADHEAD
I
II,
!,.
All the rest,residue and remainder of my estate.
I direct that all my just debts and funeral ex-
SECOND:
FIRST:
I,David Broadhead,of Carroll TownShip,Washington'I
.1
"I'
11 County,Pennsylvania,being of sound mind and memory,do make.
11 publish and declare this my Last Will and Testament,hereby re-
r!II voking any and all wills by me heretofore made.
I!1I
.'/I,Ii penses be paid as soon after my decease as may be found convenient.
IIIiti
I)
L real,personal or mixed,of whatsoever nature or wheresoever situate»,!I .
.;I give,devise and bequeath unto my four (4)beloved children:.:
::Raymond Broadhead,Lucille Goebler,Harold Broadhead,and Dorothy
I~Kahl,share and share alike.
I
I.THIRD:1Iherebynominateandappointmylbeloved son,
'.
'i Raymond Broadhead,as executor of this my Last Will and Testament.
)1
II";1ii my Last
il
IIJ~i,q
r
;1 This instrument consisting of onetypewritten page (bearing the .
I:signature of the above named David Broadhead),was by him on the
:date hereof signeff,pUblished.and declared by him to be his Last.
Ii Will and Testament,in our presence,who at his request and in his
;.presence and in the presence of each other,we believing him to be
11 of sound mind and memory,have hereunto subscribed our names as
Ii witnesses:
j
I
"~""""'-:."'''~'........,.......~...,....-"..,.-.......,.,...........~.-..,."'.....~...-,";..,-....~..,_.~....,.':."'...~---.~"',--'.'
of the estate oL_~~!~~~~_~~~~whose last residence was_J~~~~t;\.l __T_OWnlhlp .__..:_
.(No.)(Street).,
___________________________________________________de~eased,and that the whok of the estate of said decedent,who died ~l_t:/fL/_
(CitY.Borough or Township)..(Date)I
fonsisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAC·E ENCUMBRANCES 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 Estimated
Qne ...halt interest 1n Lots #51..52,.53.54.55.56..57 Value
58 in the Bethlehem-Cuba Iron Mines ComPany Plan in Plan Book
6,page 208.II
•.A/..-I
l1't"!....,
$500.00
:
"...-\
...-----
!"t-""1
~15'00.ro
Personal Property
~
/
(
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..
,(
'if"'\'''"''"
Jointly Held Property EstiI,i8~d_Value -',..
-
-
Transfers within TWO YEARS Prior to Death
\~,.
\.1\
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 -)1'deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR 0THER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECWENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT.\t'l:
"~.0\
-
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children ST,4.TE 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
(~nfA'~,A,.tJ a~~l/~-tJ /'l
\(J
-"'..~.'"
.'
.
..to...-".~j.........
RESWENT DECE;DENT DEBTS AND DEDlDCTIONS CLAIMED
NOTE'List first five items in the spaces so provided observe notaticns thereon and instructions,,
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
REGISTER ONLY
L.M.Frye Funeral Home Funeral expenses paid $19.6•00 $
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
ICounselfees*
Fiduciary commision *
I,
OTHER DEBTS AND -CLAIMS
(*)See Note below-
,
,
.-
.,
--...~.,-.
",.-
IJ-1
--,
-.,
I,.--J ..
.-;,1...,,
I .
,-
I
,
,
Total $766 00 7f:,(.00
(Street Number)
.~~~~~.~~J..t~~'~""~~.•...~?~.~~.(City or Town and State)
~~~~~d~f~',11.~..
-_ .MARION E.COLEMAN,Notary Publie'1:2 ..,Monongahela,Washington Co.Pa.....My Commission Expires
-.July 14,1977
Note:The estate agrees to advise the Register of Wills if the amount ac:ually paid in settlement of any fee,commission oj-,
or less than the estimated amount claimed and allowed.~/
,_--:!~;:;s~~a~y~mo~n-;;I."'B.t-r~o~a;d~h~e~a~d~:=:::::::=-Subscnbed and sworn to before me this.. . . . . . . . . . . . . . . . . . . . .. ,.
(Executor-~.gw1lJX)
R.D.#2»Box 475
Having been duly sworn according to law,I do her certify tha the above appraisement is made in conformity with law on this...................(:;..-a..._day of x:L~~n...<...../@19.7..~~,
..._~~~~~.~A"pai~el'
In the event that any future interest in this estate is transfelTed in possession or enjoyment to collateral heirs of the decedent after the
expiration of any estate for life 01'for years,the Commonwealth hereby eo(pressly reserves the right to appraise and assess transfer-inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF TH~GJSTER F WIL
I,the undersigned duly elected Regi,ster of Wills in and for....~.•0.. . . . . . . . .County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by ceponent,x ept as o~e'-s where a greater or lesser amount
is set forth in the last column to the right in said schedule apove,which grea:er or Ie amo t r1present the sum allowed as a ded~ction.
Dated:~~~~)~!~~~~~~~~.~~..h,I~q ~1.1 W.~.b .
Register of\V ills
}1:
..!
J'"I'
rt.,'c'
0-
Form No.RCC-62 (7-69)
WillAdministration INo.0 0 • 0 0 •••0 •Year 0 ••••
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
DAVID BROADHEAD
•••••••••0 ••0.00 ••••, 0 •••••o.00"••••••
.Deceased
Late of Carroll Township
............................................O'.......-...O'..
County of .0 ~~~o~~~.g~~~......"..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,.