HomeMy WebLinkAboutOC1970-0976 - ESTATE OF GEERCC~39 (5-681
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
..
SUMMARY
Esta te of-ttl:re'--e I_s_a_b_e_1_1_e B_.DATE OF DEATH 4-27-70
(Last Name)(First Name)(Initial)
FILE NO.63-70-976
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_..JW!l5:rll,i,S;uh..L.IDuo.J.j&;s.-tIl'O>.linlL-_
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".
Da ted:__0.:...c.:...t:o...:o:..:::b'--e.=.r----"-'-1~6,0<.....-1---'9'--7_0 _
REPORT OF THE REGISTER OF WILLS
REGISTER OF WILLS
October 16,1970Dated:_
I,the undersigned duly elected Register of Wills in and for viashington 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 er or lesser amount represents the sum
allowed as a deduction.
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
VALUE AS REPORTED VALUE AS APPRAISED
$$,---------1~-
1 330 36
2 934 10
ESTATE INSOLVENT______L-__
VALUE AS REAPPRAISED
$-------+--
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $+-__2%
Tax on $+-__6%
Tax on $---------+---5%Tax on $+-__10%
Tax on $+-__15%
Exemptions *
Total Estate --1__
TOTAL TAX
COMPUTATION OF TAX
$--------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 $L
Add interest at rate of 6%fro~
to ----C$---AMOUNT OF ESTATE TAX ASSESSED $.
Estate tax paid $I
BALANCE DUE $L-
Add interest at rate of 6%from
to $------1t=TOTAL TAX BALANCE $-----~.PAID $-J
'I..
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will {N
Administration ~o.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.ISABEL.I$J3~(}~}!;..
Deceased
Late of .....DONORA
County of WASHINGTON
..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMEWr OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
Helen G.McKee
(Executor or Administrator)
IN YOUR REPLY PLa:AOIt
REP'a:R TO
J
In Re:Estate 0 f _-""I.;:;.s=ab=e=ll=e-""B.....~G.>=:e.>o<e--""'al-/Akl-/...a-.l.lB...e....l ....l""e--U:Gce.ce__
___\1:.:.:la~s~h...in""""-loigt;,.lLloQ!.IoIn,--County -File No.63-7Q.-976
Dear Miss McKee:
You are hereby notified that the o~r~~~'g~~~'~a=l=-__
appraisement in the estate of__~T~s8~b~e~lJ~e~G~eee-~~~~__
has been filed in the office of the Register of Wills qf Washington
County on October 16 ,19Z[L.Said appraisement reflects the
following valuations:
~.-J.....t .........H....e.....l.....dL--_J"'-:,,.,,)il:»u..0L.,..)-?J6r;,l.---Personal Property __
Transfers -----------r-..;:~_..;_r_---Total 1~,;;.,33:;.O_.;.:3:.,,;6;...___
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.
Date __1.....Q.-....:;.16-.;.....:7..;;0 _
DATE OF DEATH:April 27,1970
ESTATE INSOLVEJJT
Note:This is not a bill.
Form No.i\.CC-62 (7:69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER *10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961.JEFFECTIVEJANUARYI,1962.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)"~/q 7 /
. .-If-<.=:>3-7 d - /Cp.
OFFICE OF THE REGISTER OF WILLS.,~(.,),,'
/Coun,tyof"W9-~~iJ:1.gtQJ;1 "..
;
...........Helen.G •.McKee.-of ..M.~U.Qn..Bp..Il~.l3JP.g ..~.UQI).p;r.a.".?il,.
(Ns.me)\.-'(AdcJreas)
being duly .5..WQr_n .according to law,deposes and says that he is the DaJJ~hte_r__
Isabelle-Be'Gee AIKIA =~xe'_.Adm,.Legaree.Etc.)
of the estate of BJ;ll.le__G~_e ...whose last..residence was _~----------~-Don.o.r.a,..-..I?(:a...-)-----------------------
•t.~•,(No.)_St",et
___________________________________________________.deceased,and that the whole of the estate of said decedent,who died .ApX_U_(-04-7-#---l9.7-Q.
(City.Borough or.Township).•.1_• _"._..,ate)_
'onsisted of:
iI'"
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 -
NONE Value -
,,.
...,.
- --v
Personal Property
NONE
.
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.
Estimated
Value
8
\
2 040 00
mother
under certificate is~ued .'A
Saving1 s Account -Donora Office of Mellon Bank held in the name
in the nam
and Helen G.McKee mother and daughter in the am~Y.I.!"---J,<!.L..>jL>LL.oL-l.....l--=-"""""~----Id~JdU,l..\o..!;+-+_~:HI.-G-l~_
$580.98 -1/2 Taxable
0.36
a Transfer within Two Years Prior to Death
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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
1\.T()1\T1<'
-
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 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
-
!
\,
!
[-
RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions
Funeral expenses paidLawson-Rabbe.Donora.Pa
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN.-----,;---==-=----=-=--=..::::..::..::..::..:...::....--··--,-------------------,-----,-----iPiKEGISTER ONLY
$1.330 10 $
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses •
Counsel fees •75 001
Fiduciary commission •
OTHER DEBTS AND CLAIMS
(.)See Note below
Kurtz Monument Co.
Dr.Geo.G.Wrignt=-·
J.Kelvin McKee
Head Stone
Professional Services
Refund of money advanced to decec ant
for care and benefit during her lifE,~
time
14 00
15 00
1,500 00
I
Total ~_'"2t 934--10J ---.JL--_
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.
Subscribed and swom to before me this .., , , ' .
£:,..~.O~h '~aJI/f ..)'A.gg~~$t ,19.7.0
.;f-::~~YG/.('.'.:L ~,:h-:<.~L..~.
otary P,ublic.'Donora,Washington County,Pa.
My Commission Expires:Feb.10,1973
..........Mell.on Bank.Buil.ding .
,(Street Number)
.D.on.ora,.Fa•.................
(City or Town and State)
Having been duly swom according to law,I do hereby certify that the above appraisement is made in conformity with law on this
..~dayOf ~~19 ..?O .h........... ..dcJ.-:..(~~. .
ApprRiser
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 0\'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 ..., .W ~"County.Pennsylvania.do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent.exc4/lt ~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 a ount p.r.e.s.e.n.ts.,.t.h.e.s.u.m..a,~..'...d.~a..ss.aa..ad.ee.ad.uu.cC.tt~.·on..'"
Dated:..~<./..0f'.(cr.7.()....................~
Register of Wills
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Form No.RCC-62 (7-69)
,Will lAdministrationSNo.. ,..,..."Year ......"
IN THE
MATTER OF THE APPRAISEMENT
'j,
)OF THE
ESTATE OF
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,
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Isabelle ;13.Gee A/K/A
..........Belle.Gee.,..,.
Deceased <-
Late of . , .Donora...., ,....,..., . , ,...
...:..
.;
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c....roy
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~:::0 --J.:::..r:::::0.,C::'.._County.of (/),.";'WaShl.ng~.9n , , . , ,.....,...::::c -:-(Ji r-,'-zv~(,..;\
Commonwealth of Pennsylvania',;._.'--'~JI..J _..-.I,
o r·-'.,.:<:c.._
•f'J .."t-,_....Cl,c..~:R~peRTlAND-APPRAISAL
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Geo.O.Frazier
Donora,Pa.
Attorney
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......".",._.""--=~.=.~""r-='-""""";;;?<.=-='..--------------------
Wher{~i1s.Isabelle B.Gee a/k/a Belle Gee
in the CO:lnt;,.f Hashington
63-70-976
l'~':'f'i liashington
I • I f
Iu,n,Icii 10-16-70
"i ,t~llsylv:.nJa.having died on
Donora
..
f·tn"
April
IP.,...;JDh.....·r I'Ll"pI f·
day ()j
OH01{I:"!WE \1 T1fJW F~·\.',,'!.~.\:>1 \
",",'I'
27ththe
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Fonn RCC-l
DEPARTMENT OF fl'f.VP"f t'.
BUREAU (IF COt'NIV ,oLt,n 1'1(",-
HARRISBt:I~(;.p",'"\
subject to Inf-.ntar.<:e ';'a;<',r j.~.I'law~;of tlH'",)"of j ,
(H·'C'"rl1 [\~to law,Alfred Tosi
having In·en \:t:~Js.r'I,\·,·tl to P_·ll{·;.fa."al.d ('(JlI.;lllln·lhl.apill'd,"1,"l'"if ~Hdi
the cash valli!'l'f <Ill arHiult t'S '.:lite e'ita'p"gTd\\lfll{<jut (f 'i.1 t'~:tdt"1,\·1'···.tl\/·
In tht.;t~'prt Plat dny fulu~'f'l't'rt'~f .,~tLL."(·sta.·(·i:-.l.ran~,ft·~..,,'In ~ii ,')f"••,~l ,'i ~':;,','r..~("t'f',I i t'l":~t)r •".e Jeeedpnt after
the expITatlor ".HII:.l-,~Iall'tor hl~',I':01';"'J~".ll,e Cum",.•1....tolUl '-,'1.\,Y,li',--,y fl'-t.'l',',r:r\dj-o -,,1 •.,.<1 lC';t'~S transfer
InherItance tl1''''f>S at th,'13W1Ld cu!ul'!'ral rat"on ntly such'"lUre inti tI'"
-----
---_.......,-
---------'
----------+--
__$l,.P=2=-0---t--0=O~
---
f
Ducrlptlor~of Anet
,---_.---------------------._------
80 shares of Common Stock of Murphy (G.C.)stock @ $25.50
lIt.He]d:
per share he_l_d_1n_'_t_h__e_n_am_e_of }~s.Isabelle B.Gee and Helen G.
---_._------------------------
McKee~QtM..r andp,agg,llterJ under~~rj;i~icate iss~ed _,_~P.:'._~,lJ58.
80 x $25.50+=$2,040.00-----------=------------..-
_______-'-l,LZ-.t9Xabl~__1/~_o..f__~,040.00=:__.._ _ _
Checking Account-Donora office of Mellon Bank held in name of Mrs,----------------_.--._-
Belle Gee aned Helen G.McKee mother and doughter in the name Helen
G.McKe.fL..and Mrs.Belle Gee,mother and daughter :i.?.th~_~o~~of
$580.98-1/2 taxable
-_._----
290 45
---------------------------------.TotaL-_--f---L'BO 136 '
--------+--
ESTATE INSOLVENT
-----------------------..r--- -~-t----
'--------f---
-------------tt-----.-+--
-----------------------.----'--
--.---------------t-._-----tt------+--
----------
----------------------------------------.----.---..-----------
Having been duly sworn according to law.I do hprt'b eer'ifl hat ,!II'above uPIlraisement is made in con-
forrnitywithlawonthis ~day of ~~.if~'h 9 .20.
~,
Apprai..,r
,Penna.
J1{
t .'
.-vlASHINGTON County
------'----......._---'.-._-,,'
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ISABELLE B.GEE
Deceased.
Late of
DONORA
Date of Death,4-:?:.?:??d...........
Appraisemel!t Docket Vol.,J..tl..
Page,/1/~iH N o 63.~7~.97.6 .
Filed in Register's Office,?~.~·.H~?19.?~
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined.and Approved,H H H..HHH .
Wrote abo.ut Appra.isement,
Appeal f"om Appraisement,H H.H H ..
Entered tmd charged,.......
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RCC-72 (9-68)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME'
OF A RESIDENT DECEDENT
J
DATE Oct.19th.1970APPLICATION(MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made for CQ'lsent to the transfer of the following securities of a Pennsylvania
Corporation or a National Banking Association located in Pennsylvania:
(a)80 (b)Murphy tOC)(c)Commoa
(NOTE:In describing securities enter in (a),ab Ole,either the number of shares of stock or the face amount of
registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate
and maturity ddte of registered bonds.)
ISSUED ON April 8,1958 ,and having a TOTAL MARKET VAilUE OF $_Z--",_0_4_0__0_0 _
(Date)
as of the date of death of the decedent,Isabolle B.Gee ,on ,ApJ!'U 21,1910
(Name of Decedent)(Date of death)
who was late of D_o_n_o_:t"_,a W_a_,_ehi_,ng~t_o_n_,p_O_Dn__8...:.._
(Street and Number)(Post Office)(County)(State)
The securities are registered as follows:Mrs•.'1sabelle B.,·Qee..,andHc:left-G.-McKoe,Mothor andDaught~~',(Na,me ~.~name~in~hich~~~tif~cates a,re registered)
'<.•
ADMINISTRATOR)NONEEXECUTOR)-----(-N---'-am-e-)-----'--------'----"--------"--------"---(-Ad-d-re-s-s)-,----------
NAME OF ~~PpCANT--H-'8_1_0_1\_Q_e-'-M_C_K_&_e _
COUNTY FILE NUMBER t'6 -/()=f~ADDRESS O~APPLlCA~r Box 111,~Ol\OJl'a.Pc.
BUREAU FILE NUMBER Same SIGNATURE OF APPLICANT/'~J ,21J ;:;/t:!e.e-v
NOTICE:IF YOU FAIL TO PROPERL·YFILL·IN·ANY,PORTION OF THIS'APPLICATION,IT WILL NOT BE
CONSIDERED COMPLEi~..A~D YflbL.~E.R·E.T.URN~p)O V.OU FOR~.COM~_L~.TION.
COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES 0 t 19th
DATE c •e
I hereby conse~t to the transfer of the above securities now registered in the name of the aforesaid
Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521,
1970
as amended and the Act of June 15,1961,P.L.3?3,as amended.This is also in accordance with the provisions
of the Act of April 9,1929,P.L.343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
Signed for the Secretary of Revenue
By a~-2h~
(Signature)Register of Wills ~~shington
(Title)(County)
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I am the attorney of record for the es-
tate or the transferee shown on the
front of this form.I do herp.by DArson-:
ally guarantee the payment,~ithin t~e I
time prescribed ,by law,of ~nv PA;m~:vl-I
vania inheritanee tax whi~~:"Ay bp flno '
on the tran8f~r of the f'lP~uri+.i AP 1;cot.Ad
her,eon for,~,'hi~h,ansent to tranSf,er
is grante1'.({5 ~,
Iff}1/7.cJ.,•.......:••: ••••••...•
(Date),(Signature)