HomeMy WebLinkAboutOC1970-0863 - ESTATE OF FERNANDEZ_02UNDER $10,000.UNDER SECTION 701 OF ACT OF JUNE 16.1961.J
0)
R OF WILLS
ON ...·.....
.:r...i.1::)er.ty.Avenue.,..NO.rth .Charleroi.,.Pa.
(Addrl!llll)
that he is the_______Adminis_tratrix.._________________
(Exec.,Adm.,Lep.tee,Etc.)
dence was --S.~3---KG8h.-l-Q-±---A-~~ue.,.---------------(0.)(t~t
estate of said decedent,who died ___JV_2.3i:z'O___________
(ate)
y
BRANCES UPON EACH PARCEL AT DEATH OF DECEDENT.
NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Estimated
Value
Nonp
S 1:\0 00
rgh National Bank,9,800.00
OFFICE OF THE REGISTE
mm'···
None
Real Estate
Personal Property
1.1961 Chevrolet Bel-Aire automobil
of the estate of_J.o_se__.Y_t E.e_rn.andez_,.aJk/a_whose last resi
Joseph Fernandez
________D..QD.QJ;'_<!.f :F_g._!deceased,and that the whole of the
(City,Borough or Township)
consisted of:
being duly .s.W.o.rn..according to law,depose's and says
County of WASRINGT
............J?Q1,l;L.:i.J.:le..~e.r.I).~p'qe;z:of 9;2,],
(Name)
2.Cash in safety deposit box at Pittsbu
REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUM
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE
f'.f
Fprnl No.RCC-62 (4-71)'I'HIS FORK REQUIRED IN ALL ESTATES WITH GRoSS AsSETS
BFr~IVE,.lANUARY1.1982.(FILE IN OUPUCATE WITH COpy OF WILL ATTACHE..,.
REAL PROPERT
Donora,Pennsylvania
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.
~"'J =.•:.=-
.
Jointly Held Property E'stimated.'Y~e..
None . 1
None'.
-
Transfers within TWO YEARS Prior to Death
None 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 de:cedent's individual name,with right of access by anotheras 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
I;,.......'h 1\T ...-I-~~~~,n~~l._.TnC!o T.'I______-:I ,.,
~,-~..........onora,Pennsylvania
-
P.
D
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
Pauline Fernandez wif~VOC!e".;..;......;~,/':1
621 Liber~¥.Avenue oJ
"T..t.ro'l.._•....._.._...........,..Q.
..".1.t;l~-~~~~-'7 co~~'7__'"'...~
412 Kornegy Avenue ~.......u.,L Ju......Lo::>,L/oJ
7\,,~-I-';~.",.,...~~
Carmen Barndollr.lr n ,v,.,...co"~..;"-~~,/':1
621 Liberty Avenue oJ _,oJ
NorthCharlerol.,J:>a.
,
.
:....
___________________________________________--=-_----01
RESID~T D'ECE;DENT DEBTS AND DEDUCTIONS CLAIMED
NOT,E:List first five items in the spaces so provided,observe notations thereon,and instructions
o
.,
DEBT OR CLAIM NATURE OF SAME AMOU~T THIS COLUMN
ttEGISTER ONLY
Lawson-Rabe Funeral Home Funeral expenses paid $1,093 46 $~-~-.'.
Family exemption (will not be allowed unless~uc.K.Lel .Lns\lrance Agency decedent died residing with a spouse or children.)N.on jusselMar1nO,Reg1ster -
TAT::>e>h;~-Administration Expenses •, ,e:;I:\n ,L 1-'-'-J .....
741 '---<'.,~..;".=1 ::>nrl P.::>l::l::;Counsel fees •502 L...-'.-'-
FiduciarY commission •
OTHER DEBTS AND CLAIMS
(•)See Note below
Pauline Fernandez Reimbursement for long
distance phone calls ($25.00);
food and beverages for
funeral ($150.00 )and burial
clothing ($95.00)270 00 ,'\
Bianchi Monuments Marker 369 00 -
I
I
~
Total $2,35!70Pz..3SJ.1
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
or less than the estimated amount claimed and allowed.~~A
•~or(~•4..~'I"~SubSCribed and sworn to before me this ~~~~~~.;7--:,"A.J'4_..~~~(~-Administrat;;j'~~'~~'~'~..........6th dayo c.ember 19.71 ~.t;~~:;~?~..~?:1?E7:r::~Y..~Y:~~':l~.
~~'v~(Street Number)~-I'~~•..,Q.l:'th...Cha~le.l:'oi.,..P.enn53¥l.vq.I:lia "
(City or Town and State)
Having been duly s~:n according to law,I ~bY~e above appraisement is made in conformity with law on this
..............!!I.k!.?day of /;V ~t-;~'vi ,~tZ·J'
...'/'.;:(r:~A-';,..'-;'e-.~.G:>{k J;~,r;.
ApprAiser
In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to collateral heirs of the decedent aftel'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 0rTHE EGIST R OF WILLS
I,the undersigned duly elected Register of Wills in and for....~~e:.,.~.•.••.,County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amount~claimed'by deponen7 except as to t e items where a greater or lesser amount::~o~~:~~D~C'.'i)~l~l'~~i~~~~L~;~:1~t:,aboYO,whi'h ,<eat"oiJ ,~~,al~~.n.t?en.ts t~.e.i~~~~~~~'....
.---~ofWills .
=
Form No.RCC-62 (4-71)
'-I.,'
~
,
WillAdministration }No.. . . . . . . . . .Year .....
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
JOSE Y.FERNANDEZ,a/k/a
.JOSEPH.FEmIAr'lDE.:4 .
Deceased
Late of ~Q+R\J.9P...Qt..Q9AQ:r.Ci:.
County of ..~~~h~z:>.~.t:°n.................
Commonwealth of Pennsylvania
""to-'.
--.J 1 '•
l-i-~z ~i :-"1
::f ;a __-
)'>r':1:::.a
REPORT <.AND APPRAISAL
.j (.0 ~~C·M
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-;~:::::
~2 C'~.ij _
~~:~-..--.r-WOODWA~g}ND BASpJ
Attorneys at Law-
701 McKean Avenue
Charleroi,Pa.15022
~....
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RCC-B!(6-711
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
PAULINE FERNANDEZ
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
)
In Re:Estate of JOSE Y.FERNANDEZ,a/k/a Joseph
__W_A_SH_I_N_GTO_N County -Fi Ie No._6-=--0_-7_o...e_,_63=--_
Dear Mrs.Fernandez:
You are hereby noti fied that the o_r_i""'g_in_al _
appraisement in the estate of Jose Y.FerZ!andez
has been filed in the office of the Register of Wills of Washlngton
County on December 14,,l<J7L,Said appraisement refl~cts the following
valuations:
Real Estate --=-"'''""""""'''~-==_--
PersonaI Property l_O....!:,:...-O.:::..5-:4_._85:......-__
Transfers _
Jointly Owned ~~~~~--
Tota I 10---:,=-O-:..5_4_.8~5:....____
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 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 an appraisement may appeal therefrom
as provided by law.
Date __D_e_c_e_mb_er_1_4-=-,_1_97_1 _
DATE OF DEATH:August 23,1970
Note:This is not a bill.
Frances LeoSigned _
Title _.C_HIE_F_A_PP_RA_I_SE_R _
·,
R CC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Es tate of FERNANDEZ,JOSE Y.
(Last Name)(First Name)
a/k/a Joseph
(Initial)
DATE OF DEATH 8-2.3-70 FILE NO.63-70-863
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
th"e values set forth opposite each item in the last column to the right in Schedules ~"A'""B","~'"and "E".
Dated:DECEMBER 14,1971 9 Ln ~J ~
INHERITANC0 XAPPRAISER
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",.grea r lesser amount represents the sum
allowed as a deduction.
DEC 15 19/1 RUS~tLL i\';A,INODated:..::-..::-_-_-.---
---~
7,70.3.15
10.05~.85
10,054 .85
2,.351 .70
7,70;.15
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$10 054.85 ---------~---+----
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-........-2%Tax on $':.....:I,:....:·/~'IU..::.-.;,J.+_l.-=---:5 6%
Tax on $--~------+---5%
Tax on $10%
Tax on $15%
Exemptions *
Tot,!ll Estate ---II--_
TOTAL TAX
COMPUTATION OF TAX
$--------r-r-.-.-+.......-$....:-4b2....:,.-+_l.I"}:..--
$------~-
$-------+--
$---------1---
$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 ::::::::::::::t====
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $------1
AMOUNT OF ESTATE TAX ASSESSED $-_~_~L-
Estate tax paid $--JL-
BALANCE DUE $----ll-
Add interest at rate of 6%from t=
------lto-----$-------l'
TOTAL TAX BALANCE $------1PAID$-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
Administration (No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.JO$~.y...f]j;ItNJU\I])EZ;..
Deceased
Late of..DONORA
County of .WASHIID·TON
Commonwealth of Pennsylvania
REPORT AND APPRAIS~L
I',.
f
~.
-i
}:on1l r1CC...l.,2"
;'""
DEPAR.TME1\~T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE .P.~9~~~Y±1.!.~.7.!.
COUNTY ~~.~~~~~:r.?.~.
FILE NO•...§.?:?~§..?..
JOSE Y.FERNANDEZ a/k/a Joseph DONORAWhereas,late of .
in the County of WA.$.H.;mG.'r.QN Commonwealth of Pennsylvania,having died on
the 23r.d day of AlJ.9:Y.~~19.7.9.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,f.;r.~~.~.~~.9.,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.
REAL ESTATE
None
PERSONAL
See copy of appraisement
Description of Asset Unit
Values
$
Appraisement
Made for InheritanceTaxPurpoaes
10,054.85
-------------------------------'----------I-----ff-------I-_
I
I
WASHIJInTON County "
·.......'
'.
RESIDENT INHERITANCE TAX A~PRAISEMENT
Estate of
JOSE Y.FERNANDEZ.a/k/a Joseph.................
Deceased.
Late of
DONORA
Date of Death,.~:u.:~~t.23,1970...............................................................
Appraisemeilt Docket Vol 38-.0'; .
Page,99.~a No..63~70~863 .
Filed in Register's Office,19 ..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal ft-om Appraisement,.
Entered and charged,..
~,..
;
....
~
-.;
~.,
.'
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA.
In the matter of :bhe Audit of Account filed in the Estate of
Fernandez,Jose Y.
Deceased
)?~3 ---}0Dateofdeath----t,I-i!.-~/_..::=____
\No,JiQ.3-.9.L.1970,Term,19 72 ,A.A.
)~kci 38-99-7
TO THE AUDITING JUDGE:
Enter my ,appearance for the Commonwearth of PennsylVia'llia,claiming tl'ansfer inheritance tax in the above estate,as follows:
~:'appraised V1alue of Estate:Realty """$__---;r~~_CJ-T.~~~..s:---Ly...:.=---y;~._J..=----_17'
Personalty """"$_
Additioll!al Assets per Account,Subject to Tax ""$,_
Additionclil Assets per Audit,Subject to 'Dax _"$._
GROSS VALUE "$-~J~/0,;",5-Y(r.s-
CR.
Debts :and Expenses per Account;see Note
Addttioll!al Debts and Expenses per Audit
II
)
$-------
$--_._--
$--------
$-------
$------L .._.__.
$
TOTAL DEDUCTIONS,$__.~1._J-~70
NOTE:The following credits claimed in the Account are
held not deductible 'a's against the tax:
CALCULATION
Gross v,aaue ".
Less Deductions __.._
Clear Value -2 7 tJJ ~/~..-/
Tax·!
able
at
2%
//TAX PAID ON ACCOUNTa$.z1'6.PI
~.$<gJ./Y
$------
$--------
$
Total Tax .."..
Balance ""$._._
Interest__yrs.__mos.__days @ __%.."......,,_$
TOTAL TAX AND INTEREST DUE .."_____ _.._$ _
~
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"DEPARTMENT OF REVENUE11996OFFICIALRECEIPT0PENNSYLVANIAINHERITANCE AND ESTATE TAX
RECEIVErf0UR HUNDEED :..n:\TY GIX and 81/100 II ""tI "I ,_•••, I ,I ""d IIoars
PAULDS1'FERNA1ID:"'Z-::JCR.representing Pennsylvania Inheritance or
From:ATTY..\':oDm'1ARJ)&.BASSI Estate Tax due from the following estate:
I
Address 7m.l'icICt.J\N AVhNUE 2%Tax on $_$IrAI
CHARL1:1tOI,PhNN5YLVArW\15022 6 %Tax on $7,703.15 $4-=-62~?-=.=1~9 _lUI
File No.63-70-863 Date of Death 8-23....70 15%Tax on $--------$Q
$~
Date of Payment January?,1972
Name of Decedent JOO.E FBRN'ANDEZ I
%Tax on $$I~
Estate Tax,Act of
May 7,1927
County t1ASHllJGTOIi I
Remarks:
J.t~o
~-ir cJ
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of..f!..-%from U-23-71
to DA'fE
$462.19 [41
$~
$4.62 lUI
466.$1 ~I$SEA LuOO~[p [L~@ill u~
NOTE:This Triplicate Receipt ta be retained lor audi~7
TOTAL AMOUNT PAID"---"",,
\I ,iI)........'1'".
."'~...(!J.p.J'..vJD<-7(·V,././1../)Received by)l;:.
NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the .Iife~·",,..J.-(Signatur'liJ/
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall ..J ~.,.','.
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the .'-'"iy/....~..M..f.--y '...J..'/-1..
life tenant or tenant for years whenever it appears that such additional tax may be legally due and Y \.'(iitle)
collectible for any reason whatsoever._~..
I~
iII
I'III
f
III
$462.19 1t;41
$I~
$ml
If
$4.62
I~]1~1!
466.81
.,1
$
11M
"]
I·II
I
o/e>Tax on $$I~
Estate Tax,Act of
May 7,1927
6%Tax on $7.703.15 $462.19 1111
15%Tax on $$l£ll
TOTAL AMOUNT PAID
TOTAL TAX CREDIT
less five percentum of tax if
paid within three months after
dote of death
Plus interest at the rate of
..fL-%from 11-23-71
to DATE
SEA l
38..;.99-7
Dote of Death 8-23-70
JHO
.;f.i
Received by
NOTE:In accepting the transfer Inheritance tax an future estates,prlar ta the death of the lif
tenont or tenant for yeors,os evidenced by this receipt,it Is understood that the Commonwealth st?a'ii
not be precluded or prevented from hereafter assessing additlonol inheritance tax at the death of'tl..e.:)~yI?J.I~Illi
life tenant or tenant for years whenever It appears that such additional tax may be legally due and -~-.•
collectible for any reason whatsoever,
Address 't01 I-IcKEAN AViENUE
CHARLEROI.PENNSYLVANIA 15022
File No.63-70-863
Dote of Payment January 7.1712 I
County ,"f\W1LLlVVl,vn I
Remarks:
111'Nome of Decedent JOSE FERJ.'JANDEZ,I
~I
J:
1\'"~'~~.~..\"'\"',:••~....".,n\l'W':AI,:.aH uFo j,.jIl.::.,~NSVi.VANIA..It>
r.·\}U .DEPARTMENT OF REVENUE ....'~'Ii NO.B .'FICIAL RECEIPT.PENNSYLVANIA INHERITANCE AND ESTATE TAX ~
Ii .\.'........",I~jl
RECEIVE[fOUR HUNDRED SIXTY SIX and 81/100----.:.----------------------------------dollars I
PAULIN'IE FEP..NANDEZ-EXR.representing Pennsylvania Inheritance or I'
From:ATTY.WOODWARD &BASSI Estate Tax due from the following estate:'
i \)11
2%Tax on $$"~
flIt
JII @OOD@D~ill[L
.,NOTE:To be delivered to taxpayer
..,--::'i~
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