Loading...
HomeMy WebLinkAboutOC1970-0887 - ESTATE OF KERRFonn RCC-2 .~ .,DEPARTMENT'OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE D.e.c.ember :.21"1.9..7.Q.. COUNTY y.!.~.~.0..~.~.~?.~~~. FILE NO•..........??=?.~:.?..?1 . Whereas...:R.~~.g :!1.~~~.~::c.late of ~a.:~.l?:.!:%..~?.!1 . in the County of W.!?:.~.h.t.gg~.?P:Commonwealth of Pennsylvania.having died on the J4.t..h day of ~.~:19 7.9...•seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I•..................................A.LF..REP.....1'.Q$.J..............................................................•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. Deserlptlon of Asset REALTY: See copy m attached to appraise:rrent Total Unit Values $ AppraisementMadeforInheritance Tax Purpoles 5,000 00 1).000 00 I--------------------------------------t----*-----t-----.., ---------+----tt---------+----'--I ..................................;;..}.CU~mberand Street) ...................................................................~~.........................•Penna.(PO~fIlCe) Washington............... .County '-. .. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Reed Kerr Late of Deceased. 6-1.1+-70 .!1a..~J:~!!.e,;~<:>!1. Date of Death, Appraisemei!t Docket Vol.,.3.$. Page,:l:9.~~9.No t>.?-:7..~.Ei..?'J.... Filed in Register's OfJice,.....?~.?.~...~.~.......J9..?g.. Am.ountof tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ltt Appraisement, Appeal t,.om Appraisement,.. Entered and charged,..1.1 ( ~ $ DATE APPROvED 1HE ~UM OFSTATEMENTOFDEBTS AND DEDUCTIONS OFFICE OF T~E REGISTER OF WILLS WashingtonOF'--'_'--COUNTY ,......-.....,......",-"r---__.............._SSQl...·aa........IIlI.....IIIIllI••IllI.Z..-.2P.•Il!J.....,JI'IIU.llIiUII.........III_-_....ull__wllll...,.ul••••••'I•••••l.,Form RCe-10 DEDliC1iUNS Al.LUVv£lJ ,'I • AND AGENT 01"T~I[COM"'ONWIiALT~ Reed M.KerrESTATEOF l.ATE OF 300 Cherry Avenue,Washington,Pa. DATE OF F:LING APPRAISEMIENT OA1&OF DEATH June 14,__19_7_0 .. OAT!:NO.0" VOUCH'"" Jy 1970 1 Iv 1970 2 110'7/\.,, f.I 27 11970 A Iv 27 1970 5 fI 27 1970 6 1970 7 11970 A 1970 9 11970 10 1970 " 107"'I'> 11970 I~ 11970 'lAo 1Q7(\I~ I 970 16 J(,]28 [1970 17 18 19 33 00 70 00 1.....-:.__.70 00 ~ I6360I 35 00 7 44 200 00 ~, 3 00 , 869 00 t ! ~ ISO 00 ~•ISO 00 11200~ 263 00 I, 119 16 I I ~•II I I I! COMMONWEAL TH OF PENNSYLVA.NIJII l COUNTY OF Washingtan__.....__ I,---Ne.lli.&.Ar-Caidwe11 __.._ I......'."""'~'.:T"~JF;:0081.1 .(L.16 , .It:Jd "00 N01~",\i-\S~I~ Sll\f-h jO 't\j1S\~f~'JotH't\~'i'\-rf3SS f\'d qll \\1 I\~\\i .a1~\\L. cC\*;"·'\;\ -"l Form No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES W,ITH GROSS ASSETS UNDER $10,000.UNDER SECTION 701 OF ACT OF JUNE 16.1961.JEFFECTIVE,JANUARY 1.1962.(FILE IN OUPUCATE WITH COPY OF WILL ATTACHED). ..,'........~.'. OFFICE OF THE REGISTER OF WILLS Count~of Wl!!s.h.ipgf~p . ...,~~.I~i.~~.:.~~~~~e.I.I ,of ..~Q~.~4~.<=~P9.n.sP!Jrg,.P~pr~yJy~pJ9,.I.q~l?. (Name)(Addre8ll) being duly ~W.9..r:!'L .according to law,deposes and says that he is the I~~~_lJ_t~.t~_ (Exec.,Adm.,Lega~.Etc.) of the estate of g~~~LM..~~!!..whose last residence was .~.9.9__~b~~!.Y__~~~~~~_ (No.)(Street) .W_9_~h!D9t9..'.:l ..deceased,and that the whole of the estate of said decedent,who died ~~_~~__!~'___'_?!2 __ (City,Botough or Township)(Date) ':;Insisted 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 All fohnc,:>.Infoc nr 'of land •in Chartiers Townshio.Wash inaton ounty,pq.known and designated as lots No.16 and 17 in the Cummins Realty Company's ddition to Houston.,a plan of which is recorded in the Recorder's Office of Washington ountv.Pa.in Plan Book:2 page 102 and being more specifically bounded and described O?lL~ ;:'1,'-../1 f record in Deed Book Vnl I??I "',.,,.,..p,--'5.•000.00 il u~p m q-';10 ~flA:JI ')r;/~:z.J'---'/0 ,,/~ '\~~~'r--~~I i.A.Lt.,/VI r;:f ~1<4 (, I d ;:r;1~c;~'.' I Personal Property N ()N F , .......,,- .-, '.. o C A C 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 Prbpel'ty None ,':j ~,.'.r ,. t' Transfel's within TWO YEARS Prior to Death None ,,.f -,' ,,' ..' .,, Estimated V ue , " 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 decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX None THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES RELATIONSHIP OF JOINT HOLDERS TO DECEDENT 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 STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATEforththisfact.)DECEDENT Nellie A.Caldwell Niece Yes Entire estate - - -\ ", -..~-----,-'.-'.'----"--'~------'~~~---'--~---~~~--~------,...,.-.......----.....--_.....-"""lI RESWENi DECEDENT "-DEBTS AND DED'tJCTIONS CLAIMED NO'T'E"List first five items in the spaces so provided,observe notations thereon,and instructions."DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN iKEGISTER ONLY Kl .1 F"nArnI Home Funeral expenses paid $1828 00 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Nellie A Caldwell Administration Expenses * M F KI .ICounselfees* Fiduciary commission * I OTHER DEBTS AND CLAIMS (*)See Note below (See attached copy of DeHts a ~d Deductions) . , Total 4,389 93 (Executor-Administrator) .....~9X .~4~. (Street Number) Canonsburg,Pa.15317.................................................. (City or Town and State) ~..Q~.CJkLf .....~, 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'Jess tl1an the estimated amount claimed and allowed. Having been duly sworn according to law,I do here\y certify that the above appraisement is made in conformity with law on this .................'<:::-2/~dayOf ;().~~_,19.~.~_ ,~..,.~. .................V~... ApPfI\I I" In the event that any future interest in this estate is transfened 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 transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for l:A.)~County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent,except as t ose items where a greater or lesser amount :::df:O~t~.:~~7J~.~~I.~~t~~i.~~t.:~~~:~.s~~~~~~~.above,which greater or I~S.S~~.~~7 t.r~..~s.e~.t~.t~.e.:~~;;:;;;;u.c.t:~~..... Register of Wills ...J .; ~ ('." Form No.RCC-62 (7-69) WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ,..-(" \ ••••••••••••••••••••••••"."°0 "•••••••••••:;z -',,,-(.REED M.KERR :!r -~ Deceased Late of .....~QQ c;~err'y'AvenueWashing'ton','. ,. C-ount f Washingtonyo, ,. Commonwealth of Pennsylvania REPORT AND APPRAISAL .~ ........-. ~TIf»rl~~ 'CncjC: •~~0) -.-,.(I)t,")~--1 rJ~ ('I)"'1 ;.~ --i ;;J f-*C:;;. (0.'C~-.. -~~l_.~ ~..''0 =:s ;';1 .;;::::;;,; ''''0 r"(5~-...(,f) '1 ...........,J l::::I C/:/ rrl "';7 c.::;, :;~:::r (::.;) -+:en f"Tfl-i ",;.4 m t:'... ;.-......~ :!' (l ". .' r ,"..' *..'"0 -.. RCC-81 (2-&4) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF fILING OF APPRAISEMENT Nellie.A_Caldwell (Executor ~) IN YOUR RIIPLY PLaAC Ra:P'a:R TO 38-101-9 J ,} I I.-,, In Re:,Estate of R_e_e_d_~_l K_e_rr --,-_ ______1~iJa:;:;s~h~i1~n~g....:::t::::.o~n County -po He No.63-70-887 Dear }~s.Caldwell, You are hereby notified that the~__~Q~r~l~'gl~'na~l __ appraisement in the estate of Reed M.Kerr-----------------~....,....,.......,..--has been filed bn t~e office of t~Register of Wills Qf Washi~tQn County on ecember 2.1 ,19.2U•Said appraiDeaent reflecto tho following valuations: Real Estate 5...:,;..0_00 00---__ Personal Property ~__ Transfers .....................,...------ Tota1 ......::5:.l,r...;O:..;,OO;.;..:.:..;O:..;O:.-_ 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 (e~)percent 'per annum is charged. Any party in interest who is aggrieTed by an appraisement 007 appeal therefrom as provided by law. .",.. Date D_e_c_EIIl_b_er_21~,:...-l....::97...:.._0 _ DATE OF DEATH:June 14,1970 Note:This is not a bill. Signed TitIe •<".;,.......... RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Kerr (Last Name) Reed (First Name) M. (Initial) DATE 0 F DEATH_..:-6--=14=-:.--..:...70_.e-FILE NO._6--:..3_-..:..-70_-_8_87_ 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". 12-21-70Dated:--------'-------- REPORT OF THE REGISTER OF WILLS REGISTER OF WILLS Dated:_--=1::;:;.2--=2;:;.::1::..-..!,.7...;:;.0 _ I,the undersigned duly elected Register of Wills in and for v-Iashington 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 nlat or lesser amount represents the sum allowed as a deduction. VALUE AS REAPPRAISED $-------+-- 610 0 l)non 00 1).000 00 J.~><Q Q~ 610 07 VALUE AS REPORTED $ 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 $----------1--2% Tax on $---------t--6% Tax on $----------1'---5% Taxon $~. Tax on $610 07 0Y Exemptions * Total Estate --l-__ TOTAL TAX COMPUTATION OF TAX $-------4--- $---------l-- $--------4--- $-----~-+-::-:::--$~9:1=__+.L:::.l)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===== TOTAL TAX BALANCE :-----~~ PAID $-IL BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $--.J . AMOUNT OF ESTATE TAX ASSESSED $----~L- Es tate tax paid $--JL- BALANCE DUE $---.JI_ Add interest at rate of 6%from ------lto----- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration t No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .REED M.KF'.BR. Deceased Late of ..VIA3HJ;,lIQTOIL County of ...VJASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL t I I ~~~--~-----------------------------------~ Form RC ('Ie DEDUCTIONS IILLOWED,IN OF OFFICE OF THli: REGISTl:R OF WILLS Washin.g__t_o_n___.COUNTY >... STATEMENT OF DEBTS AND DEDUCTIONS THE WM OF 00\11:.APPROVI:.D .$J/;3?iY3 ...Ic2-dJ·~ ~~~;~;~~~5A~~_T_H_~~~~~~~~~9~~C~~_6_'"__~R_._gl_~'_'_O_(_w_>I_"._Ag_.n_i_-_-_-_-~~ ESiATE or:Reed M.K_e_r_r_____'-ATE 0''300 Cherry Avenue,Washington,Pa_:_ DATF OF FILING ApPRA,'SEMENT ..._~DAT!i 01"oEATH _...:Jun~.-=--19_7_0 _ ...-.. j nH'A,RK&~----.-l "'''C'UNT uneral expense -+1,828 00 Head stone 460 00.- J etteriog on b.e.acl c;tonp I 11)nn I 1970 ReaI Estate Taxes -C'"Two l 15 13 1970 Special Tax -Chartiers Twp 6 60 197.0 County Tax -Chartiers Twp 33 00 Ambulance service 70 00 Medical services rendered 70 00\ -------~I Flowers for fu neroI 63 60-------- Cleanina of septic tank 35 00 Material &Labor for buitding wall 7 44--.-_. Nursing Home care 200 00 Thank You advertisement 3 00---_. Furnace ?869 00--f 150Executrix'Commission 00------_•.. Attorney's fee 150 00 Probate Will 12 Q(-------_. Medical services during last illness 263 00 1970 'School Tax 119 16------.- ------. ._----_. ---------_. ._---...--------------- ..__0----_..- ---'.-'~"-_."-----_.._----_.- .--I 4,_3~9._~ .------_hERE:!!l'l CI:RTlN.THAT.TO THE DEOT 01'" ATI!ME/><T c,."CEBTS.FU~;e:l'lAL EXPENSES AND EXPENDaI 0" ------·.---___O£CItAOECl.AS DlECUCTIONS "OR '_Q_'N'~~__~_(L'6.1 F I-r-- i, --_._-.~._-.-_...-.~- N....H:OF PAYEE ------------~----_.-,.-, ---~--!son B.PizziI M.D.,--A~:-~owcr~~~~~Colle~tor I-._~--- I .i---.._----_._._---_.._----;.-I 1 Krawczyk Funeral Home .--'-'-.--l-..:.oRussell MarinoLReJL~!Wi lis ---+~~~-----------------+- 1970 1970 I 18 Wil~-~- i'9~. !+--+---_.- ,-1-- _. III ---- --,.-- OATI': M.E.Kusturiss---+'--'~---l-.:""::"'-4-":":'---- Jul Jul COMMONWEALTH OF PENNSYL V"''''IA i '.8t1COUNTYOF__w.ashlogtan . "__.' I.--------Ne.llie-Aw--Caldwell_."_ ."."1> 2 .Gaydos'Monument Co.I'~,----~-1- ~W----+1~.,t-lJ-+.-3 -.~Gaydos Moollment Co.i I '.I..........'-f-...IoL.-tL9ZO-.+-4.._...,AllilQ.HowcroftI Tax Collector ; ..........'+-'IoL--+-L.LJC.~L 5__~nnQ.liowc.[QJt,Tax CoJlector_.+ I IIJ..;:;u...:.,1~2.<-7--+--'1...:..97~0-+_q_.-+-Malcolm L.-M~.!9..an Co Treas I97L LjMerans ofF,,!-e.l9n.Wars __-4.I.27U--.-JL..\-CeJeMlnQ....cQITaJ~._M~_ i I I__~.1970:9 W.E.Zuve~.L.FI~ist ~__.L ___+-'-'.L..1.I~I_.~gnjJaryService !.I~,--~'_97-24 II !Hardy &Rankin Co.~ I r+.--1.2-\Helen Thomas Convalescent HomlL.-_.....1 I I')I '---IfW..Q~.x Notes .1- _________...---J._ MY I<'N0W •:.,~£A,"O BLLlEt'Pi'::~ORE"':Ji~"'.!i ;.J\.1ST .....D (~,~fiT '>'0104"',,,,"...."eo .IlMII "LD T(J TI1E E~iTAn:.01'Reed..M...--Kerr-. .........e,I ..~•11\~~Jk·"'OSE.tI I, ." 110..=