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HomeMy WebLinkAboutOC1970-0872 - ESTATE OF CLOSSER, '1 RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Closser (Last Name) Clarence (First Name) M. (Initial) DATE OF DEATH 8-22-70 FILE NO.63-70-e:r2 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of I'lashington 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:__-=1'-.--=1'-'.8_-7.:...;1=---_LuR.~~INHERITANCETAXAPPAISER . REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for \'[a,shingtQn 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'grea r or lesser amou~tr.resents the .sum allowed as a deduction.."7' Dated:1...18....7i 7ftlu~ REGISTER OF WILLS 6.2%T8 6,294 48 3.235 44 3.059 04 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+--1.,.8 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or -t= FOR USE OF REGISTER ONLY Tax on $-----------l--~ Tax on $1,OSq Ol.~ Tax on $5% nX~$lK Tax on $15% ~~pti~s * Total Estate --+-__ TOTAL TAX COMPUTATION OF TAX $------=-=-=--+-....",...,.- $--'1:::.::8::..:::3---1~54!.- $------~-­ $-------~­ $--------+--- $----l.__ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::::t== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $----J AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $--'l- BALANCE DUE $-----~~ Add interest at rate of 6%from t= ------ltIO-----$---------l TOTAL TAX BALANCE $-----~ PAID $....J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation• ..--- Will lAdministration~No....Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF CL1\EENG~..N.~G:L0SSER Deceased Late of SOVJ'Bf.R,A1'JI\:LI.l'J 'I'9i'J1IISHIP County of WASHINGTON.. Commonwealth of Pennsylvania REPORT AND APPRAISAL '" ,. Form No,RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961.J EFFECTIVE JANUARY 1,1962.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) OFFICE OF THE REGISTER OF WILLS,. et ~(t}.\~t .County of ..W~~~~f.'lq~.q~...r......1..~!t:~~:.). ......P1P~A.~.4P$$;E;:R ',of l:',•..:r;>~.P.¥..~~!?J;1~P.gtP.J:?•.:P.~rw.~'y'lx~~i:;l.'. (Name)(Address) being duly §~Q_~!!,according to law,deposes and says that he is the ~_~~s:!:1:.~!._~~_ (Exec"Adm"Legatee,Etc,) of the estate of_._~,;a~AR~NQ~_M_'!.__Q~QSS_:f;JL __whose last residence was R_....P_~_J?..a __Wg.~b..iDgtQI1...-------.--------(No,)(Street) _SgJJ.:t;h__Jf.r@_~1i~LT_WP.!deceased,and that the whole of the estate of said decedent,who died ~~g!?_?_,,__l~_'l..Q (CitY.Borough or Township)(Date) 'onsisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE 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 Value , NONE PERSONAL PROPERTY: 1969 Ford Ga1axie Automobile 2,,200.00,,- 1/2 of jointly held checking account at Mellon Bank"Washington"Pa.494.48 >~ 18 Registered Herefords as follows: Bull Perf Domino 2.calved Feb.20.1965 500.00 Cow,,'Bonnie Beau"calved Mar.23,1959 200.00 r",..•••1\1f:~~C'••~:,..~_~'••_..J J\~_1'l 'n~n 'lnn nn ""'J.-."Cow"Miss Vickey Domino 2"calved Mar.20,,1963 200.00 \."UW"lV1U:H:l .1.n:umpn"calvea .J:l'eo.'~':I:,,"'l13O'J:-ZUU'."UU Cow"Miss Susie Domino 2"calved Feb.15"1965 200.00 Cow"Bonnie Triumph 2,calved Jan.20"1967 200.00 rnll1r 1\/fi!=:!=:101 r.._.-2 ,...",hTari M~'Y'l?1 ~R7 2nn nn Cow"HSF Victoria"calved May 18"1967 200.00 Personal Property Cow"Miss Susie Domino 2A"calved Jan.28"1968 200.00 Cow,Domino Queen 3"calved Feb.11"1968 200.00 Cow"Bonnie Triumph 3"calved Feb.27,,1968 200.00 r.alf HSF V'i.de ia 2 ('~l~T&:>d Mar 21970 li;n no Calf"Bonnie Triumph 2A"calved Apr.7"1970 150.00 "','"~~...............,"T n~,"...",..",..,.. '-'........".LV.LL~O ~"~....~u .........."'v"J.'"I V ......,v.vv Calf"Domino Queen 2A"calved Jan.16"1970 150.00 r.'\, call {BuH}Perfect MIxer"calved Feb.1"uno 150.00 Calf.(Bull)HSF Sam.calved Mar.12.1970 150.00 /,~ Total 3600.00 3,600.0~ 6"314.48 b1 :;<q~.'1r 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. Jointly Held Property Estimated I,.Value..! Checking account in Mellon Bank,Washington,Pa.,in the of ~""name -i..'",,'- Clarence M.Closser and Edna Closser /his ,wife'in amount of $988.96," (listed 'on Pag~1),~.-:Siii'.- ,(i -:i '. <,<'~, ,,"" ,, <<.,..: ~,,, - Transfers within TWO YEARS Prior to Death None. -, \,"tr\,..""'.(. t~.a I ".,"J r ,,,, (.l ''t ,."~", NAME AND ADDRESS'OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX'RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT,RENTED A SAFE DEl"OSIrBOX,,IN IiAME OR NAMij:S OF ,,HOLDERS TO DECEDENT-,-_.::.,.:.~~', None.,.<, ",C I ,, ,.,-, ,c c-,,\< That at the time of death there was no safe deposit b~x,registered ih decedent's individu~l name,'or joinUy.'~ith,or as agent or deputy of another,or in decedent's indiviQual name,with right of access by aJ\Ot,her as agent Or depptYi with the exceptio<n of the following:- ~ ,BENEFICI1RIES c c c BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVJVED AGE OF LIFE (If step-children or DECEDENT.TENANTS OR'INTEREST OF (State full names of all and their addresses who have illegjtimate children STATE YES ANNUITANTS .BENEFICIARYaninterest,vested,contingent 0"1'otherwise,in estate.)are involved,set OR NO AT DEATli OF 'IN ESTATE,.forth this fact.),DECEDENT, Edna Closser ,Wife''Yes ,c 100%----,c ,, - c ." ---:--.,LJ 7()-872~'>J I' f'.1I 1I'I. All of the rest,residue and remainder of my !direct the pztyment out of my estate of myFIRST: SECOND: , I II I .Il "',I ft!j Washington Countys PennsJrlvanin.,heini.;of Gour'.d t~ind,memor'y :1 'II and understand1n~,do cake and ~ublish this ny last Will Bud I!'l'e3t~m2nt ~her~by rcvo~dng and maldng void noll fOl'f.i01'tIill::;by It Ii rna o.t an;;time heretofore made.I'vi,j II II ';1 just debts and funeral eJ;;pensos. il;,,i ,!')estate,real,personal J or mi~ed,wheresoever situate,I ~ive, or mixed,wheresoev~r situate, In the event that my wife,Edna P.Closser, Edna P.Closser.wife ltomy all the rest,residue and remainder pf my estate, "III£p..vc,devise, ;1 ;,devh~e and bequeath 11,i!li 'f"rTOJD'"I _J.\...I.;'t,•I . II p)::'edocease >:it:, II real:personal oUx' my wife,I nm;:inate,corlstitute and a,ypoint IN'W!THESS 'infEtf30F,I,CLARENCE M.CLOSSE3.,the q :;awl i.~equeath equally to my si;;:gran:lchiId!'(·m,Vicj:;;y !.t3e C10:;;801', 1.1Ilau.an Closser,Sh~oa Closser,Eim Clos.er,30aaae CloBser,.nd II Laul'~~Closser,to shaxo a'uti share alil:.:e :1.11 prope:ety and 0veL'ythi.n; IIIi concerned. I IIEdn&.?Closser.,to be E&'{ecutri~{;of thir::e my la!i,;t Will ~nd I!'fcsta1>'1(::lut,to sel've withot.1t Bond. i! IIII 11 r'l'estatol'above named,hCiV'e hel'ellllto St!tscril.:ed tly ~~alt;e ~~1l.:1 z...i'fix~;;d II ;/'~I my seal the -.i..::J..._day 111...10rd one thousand nine 1 II I 'I 'l'estator an.d of each othe:t:'. Signed,seal~d,published,and declax'ed by the above request ms wi tnesser1 thereto in the presence of the f.H'dd in at I II I I II I IIIilIII RESIDENT DECEDENT , "DEBTS AND DEDUCTIONS CLAIMED NOTE'Li"St first five items in the spaces so provided observe notations thereon and instructions..,, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN KEGtSTER ONLY Wm.G.Neal Funeral Home Funeral expenses paid $l~556.)0 $ Edna Closser (wife)Family exemption (will not be allowed unless decedent died residing with a spouse or children.)l~000 00 Administration Expenses *48 00 John J.Moschetta~Jr.Counsel fees •315 17?I Edna Closser Fiduciary commission *315 7? OTHER DEBTS AND CLAIMS (*)See Note below . . .- .' . " ., Total 3235 44 (Street Number) R.D.6 Washington~Pennsylvania.................................................. (City or Town and State) ~&~~~~~..(Executor-Administrator)Subscribed and sworn to before me this . •WAS•.l\NG1UN,WASHING I Having been duly sworn acco1rding to law,I do hereby certify that the above appraisement is made in conformity with law on thiS................../f.~dayOf ~,197.1..II....,.cu 12.·~._LoAg.LA ~~.:...•.....-._-~--'r ApPrfuser In the event that any future interest in this estate is transfelTed in possession 01'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 transferinheri- tance taxes at the lawful collateral rate on any such future interest. Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater 01'less than the estimated amount claimed and allowed. REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for W.~County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent,excepJ..0 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 a1'nount epresents the sumC~~d as a deduction. Dated:L:-:-..l.q:.-:.1.1........................Y.~/JiPZ«<;O . Register of Wills -, • Form No.RCC-62 (7-69) Will . Administration INoo(":$..~7(J -?7 ~S 00'• 0 Year .......... IN THE "MATTER OF THE APPRAISEMENT OF THE ESTATE OF , "rt ,,",-,).~ .' CLARENCE M.CLOSSER Deceased Late of South Franklin Township................................................................ County of ...~~~J:1~ngton........................................ Commonwealth of Pennsylvania ~~l~ .. (J.J ..r::: t..Jo.J 0"'0 ::;::1: REPOR:T~-AND APPRAISaL J;.r,:.;D t.:=l"i -- (f)(;")S rn·-',"~--t::c r r;('l ~I t_v...)} ;;.""--\~,1 vG;r1"1 r ':::>L"'}.-~"'\--~--4 .~ So 0°.-L-o -rl .-0..,,:;::;0:::_ ~.:z -0.0-po(/) '"', JOHN J.MOSCHETTA.JR. 78 East Beau Street-. Washington.Penna.15301 t:>' Fonn RCC-2, j.DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE January 18.,.J..971 . COUNTY ~'{'3.:.~.h.~.1?:g,~g.1?:. FILE NO•..........?.?.:.7..?:.?J...?::=. Whereas,C.l~.r.S)n.G.~Jt QJQ.§§.l?r.:late of ?.9.~'!?.h:~!:.~.tJ.::i.P ~~p.~. in the County of Wa$..b..i.ngt&n Commonwealth of Pennsylvania,having died on the ??4.day of A~.~.?'!?.19 .7.9,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Y.~.R..!9~A.t~g ,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. Description of Anet PERSONAL: See conv attached to anpraise:rrent Total Unit Values $ Appraisement Made for Inheritance Tax Purpoles 6,294 48 W (Number 'and Street) .............................~,Penna.(j (Poat Oftlee) W\$HJNQ'r'QN ..County ;. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...........CLMENCE..J1.,..CLOSSER Deceased. Late of .SQUTH ..FRANKLlll...T01:.JNSHIP.... Date of Death,8""22..",70 . Appraisemeilt Docket Vol.,.3.$.. Page,JQ~9.No ?3.::::.7~.?fl..?. Filed in Register's Office,Jan•....1.8 J9.··71. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,. Entered and charged,. • ,..• R C C-8\(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Edna Closser (Executor~ IN YOUR REPLY PLEAOE REFER TO 38-100-6 J In Re:Estate 0 f ~C,!...lw;a:!.Jr.:..le:un.J.lC..ae::....J.I\:L.'1,-.lCLJuo..J.lS:i:S:ile=.!r::.-_ _____...II.1IiLCTal..i:su.h.l...ju.n~g"..t.<.lo..Q.u.n.L------County - F He No.63-70-872 Dear ~trs.Closser, You are hereby notified that the ~o~r=iQg=in~a=l~--_ appraisement in the estate of Clarence Closser has been filed in the office of the Register of Wills qf Washin~n County on January 18 ,19 71.Said appraisement reflects the following valuations: Real Estate _ Personal Property 6~.2~9~4~.c4~8~----_ Transfers -,-__--,_ Total ....,.....~6:..1•.::::.2~94;t.;.!.::4~8::...___ 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 (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e __.....:J::...:a:::.:n;:.::ua=r.d,y--=1:.::;8..Lz.....:1::.97.!...!...:1=--_ DATE OF DEATH:August 22,1970 Note:This is not a bill. Signed Title ~£~,4'4~ vI.R.CHA l.1EY,CHIEF APPRAISER