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HomeMy WebLinkAboutOC1970-0980 - ESTATE OF KLUNRCC-39 (5-68) ;"":! COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY (Initial) Estate of-=K=l=UTl=·J=--°=..:h=n=--DATE OF DEATH_4...:...-~3_-....:.7_0__FILE NO.63-7Q-980 (Last Name)(First Name) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_\_~_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 the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:_-=1==l=----=lo.L9_-..L70~_ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Hashington 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 great esser amount represents the sum allowed as a deduction.19J 1 / U I ~I ~ Dated:11-19-70 //lWWU/U REGISTER OF WILLS VALUE AS REAPPRAISED $-------+--350 QO 11)0 00 1 lllil (lr'\ ~INSOLVENTT1 $ 350 00 11)0 00 1 lllil Illl ESTA VALUE AS REPORTED VALUE AS APPRAISED $ 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 (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. _c $ t= $ $ 1==$ COMPUTATION OF TAX $-------+--- $---------.+-- $--------1-- $-------+-- $---------+-- $========== $=======, $------ ----,- TOTAL TAX BALANCE :------i!- PAID $-1C Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $------1 Estate tax paid $--' BALANCE DUE Add interest at rate of 6%from -------tto----- TOTAL TAX FOR USE OF REGISTER ONLY Tax on $+-__2% Tax on $Q§) Tax on $5% fix 00 $1~ Tax on $15% fu~ptioos * Total Estate---------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 .l No. Administration ~ IN THE Year . \ MATTER OF THE APPRAISEMENT OF THE ESTATE OF JOHNKLlJN Deceased........ Late of .CECIL..TO"\'lNSHI.P. County of :IIJASHINGTON . Commonwealth of Pennsylvania REPORT AND APPRAISAL j ~.~ ~ Fonn RCC-2 ...,COMMONWEALTH OF PENNSYLVANIA DATE J:J.9Y.E:l.I!lP..~:r.:.....Jc.9..".....+.9J...Q............... DEP.\RTMENT OF REVENUE RESIDENT INHERITANCE TAX .......~9.:.~.h.~.~.t.9.n ...,......................COUNTYBUREAUOFCOUNTYCOLLECTIONS ...........,APPRAISEMENT FILE NO.........??:?~.?.?.?..............................................HARRISBURG.PENNA.17127 Whereas,................~qJrl}....Kl.1:ID.....................................................................................................late of .......G~.9.:t.J....r..9.:w.n.?.h.t.P ................................................... in the County of ...........................~!~.~.h.~~:!:-.9.:r;?:...........................................................................Commonwealth of Pennsylvania,having died on the ......................................::r.h.t.r..9:........................................day of .............Apt~1................................................19.79....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,\'l.R.CHANEY 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ PEROONEL: See copv attached to appraisement 350 00 Tnt.al ~t>()00 ESTATE INSOLVENT .~. Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ...........................I.9~...day of -0~;;:g:.·l ........................................................................................................................................................4,)(Kumbt!\'and Street) Penna................~...................................................., (Post Om"e) klASHXNQ'l'QN .....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..H..<J.QtIN~TJN.H.... Deceased. Late of ..........CECJL TQWNSHIJ2H . Date of Death,April...3,l97Q .. Appraisemeilt Docket Vol.,JJL . Page,1.,9.~§No...9..3..~7Q~.9$..Q . Filed in Register's OfJice,N.9.y J.9...H ••••J9.7'O.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.lIt Appra.isement,. Appeal f1'om Appraisement,.. Entered and charged,.. ;" •t # R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Frances K1un (~Administrator) IN YOUR REPLY PLEAGE REP'ER TO 38-108-6 j In Re:Estate of__...s.!ILl.Q.LLb.l.l.nJ......loK~Jl..Ll.l.l.m.L.-_ ___-..l.:v~~a~sh~J.I1g==·~)t~o!±n~County -File No.63-70-980 Dear ~1rs.K1un, You are hereby notified that the __~o~r~i~g~in~a~l~-_------- appraisement in the estate of_~,Iuo~b.l.l.n~K~Jl..Ll.l.l.ln.L.-~~~~~__ has been filed in the office of the Register of Wills qf Washington County on November 19 ,19~.Said appraisement reflects the following valuations: Real Estate _ Personal Property ~3~5~0~.~0~0~__Transfers ,..----- Tota1 ......L3.:t,.50::::..!..:.0::::,:0:::...----- 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 (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e __-=11=.---=1=...9<....-....1.7..;::0'------------Signed Title "ltl.R.CHANEY,CHIEF APPRAISER ESTATE INSOLVENT DATE OF DEATH:April 3,1970 Note:This is not a bill. FORM 67 REG.Wn.LS REV.1-50. Applicatinn fnr iGtUtr.a nf .A~miui.6tratintt un tl1t Estate of...··.......J:Qa~K~QN ___.__.__. late of c~.c._:U,.TQwnJj~b.;i.p ......__..__..,Deceased. Before the Register of Wills of Washington County personally appeared__._..___..fR~.G~.~__.~QN ---.------.-.----- ----------------.-___.___.._. who,being duly sworn deposes and says thaL..__John_.K~un ... .__ oge__8.5 ,having__h_is...last family or principal residence at~Q_:K_..~.20_LRJ!o.L_#.3..--..Mc:PQp.a.ld, -.(Street and Number) ....__GJ:!~.;i,.J __.'r9W};H;b,;i,.p_..---------------...----.....__f Washington County,Pennsylvania,died intestate •(Cit,y..Boroqgl,.'l;pwnship)Montef10re ttOSp1ta~aLPi·tt-sburgh,-,·Pa.L __.__.....__.,on the.~.fd..---------.:.day of .-__.)~~P;'JJ:......... A.D.,19_.7.0 ,at.__\..__8.:.0.Q...a ...M.,possessed of personal estate to the estimated value $3_~.Q.•_l.Q ..,ond of real estate in the Com~onwealth of Pe'nnsylvania to the estimated value of $..__._~_":'::r:t.o.~~...,situate in...._no.•..__•.....-:::-.•.._...•••••••__ The names and addresses of the decedent's surviving spouse (if any)and other heirs (including heirs by adoption)are as follows: RELATIONSHIP RESIDENCE , ·:.:.::::;~:;.~~~;.::::~i~~:::::::::.:::::_:.:::::::::::::::.:::::.:.::.:::..~i~~:..·.:::·:·::::::::~~~~~::~~,:~~~~:~..:::i~~~;::::::::::·:::::::::::..: That deponent is over 21 years of age,resides at ;~Q_:K__.~_20.'-.__R."!P..~#)..MgP9~.~.J,g.,__ Pa.15057 is a citizen of the United States and a resident of Pennsylvania,and respectfully applies for Letters of Administration upon the Estate of said decedent,no letters having been previously issued thereon. Swom ond 'ub",;bed belo me th;',~",~,,,,,).L"2 ~)(L . doy o~r.,A.0"19.?lJ......( ..................................~~~~)......•.••••••.••••.••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••. COMMONWEALTH OF PENNSYlVANIA,}55. WASHINGTON COUNTY,. .And now O'Q.tQ.P..e.);'t ~:,19]CL,comes .f.R~G.:f;.~.._K~~__. who being duly sworn doth depose and say thC1L e.b.~.__.will well and truly administer the goods and chattels,rig hts and credits of ____~QR_tiJ Jq,~_.. ..___._____.__ __._.__._...__..,deceased, to the best of.._her_skill and judgment in strict compliance with the laws of this Commonwealth, mindful of the laws relating to inheritance taxes. M Sworn and subscribed before me this ~. day Of..~..%A.D.l.9..10 .. .._----_._-----_._--._.___---_---------__~""'--' REGISTER Aft '8-7 II -~?CJ APPLICATION FOR • Letters of Administration ESTATE OF ......._.._..__.._-----_.~Q~~_..~~..._....._--_..-...--"-- Deceased Certificates Extra Alias Renunciations R $ . . ... Letters .._._...,._...Q ~V' P $--_._-_./-._--_..__._--- $----_...__._-------_.... /tf',?/---.---___.__._---_.$--------------_. /') $.____.._------_.._. $--___..___ . Total ____\..';wO //f cU--------------------~._-_....__'!...__._----_.- -~.....' ;-{",.,.' ,--'..... ... -;<:::l ~ c::::3 "._/ en -0::::r ~";::JPr-r-r;;:;V?C)c:r:-G'J-(f':','rZ---i :-;...c::r~-' -j .-r-o c..,:<:::.~....,:::0_<:::o -....__~.---:"r z._..__._._._ _.._._"'---""'-"'---P:'-ci)--o c::>Attorney.c..o ~4 .. GEORGE J.r.·:O DR ,CU( ATTOfttlEY AT LAW iI~NOATH CENTRAL AVENUE CANONSBURG,p~, J Estate of John Klun ·..·..·......···D..·~c··e~s~d..}No. .,of 19....... KNOW'ALL MEN BY THESE PRESENTS, That we,:ET~.t1:~f3.~...I\l;.l.ll1:.f ..a,..~....~.~.~l1:.~~p~.~....an~Uni ted Sta.t~.~~'.~cl,~1..i.t.!...~.n.cl ~uaranty ...c:;.<:'.•...13.~.l;.~.~Il1():r'~..~~Ci~~~:r.~.~.~....................., . all of Washington County,Pennsylvania,are held and firmly bound unto the Commonwealth of Pennsyl- vania,for the use of those interested in the estate,in the sum.of .:F.J:V:~..}:l:ll:n...Ci:r.~~Dollars,to be paid to the said Commonwealth,to which payment,well and truly to be made,we do bind ourselves, jointly and severally,for and in the whole,our heirs,executors,administrators,successors and assigns,and each and every of them,firmly by these presents.Sealed with our seals and dated the 6th.day of .,Q~.~.Q.P.~r.A.D.,one thousand mne hundred and ..~eY~t1:~y.. THE CONDITION OF THIS OBLIGATION IS,That if the above bounden . ······.·.t.r1x··f.r~.p.G.~.~,l(.:L~nt ,,.".".". AdministtaJl)r or any of ,them,shall well and truly administer the estate according to law,this obligation shall be void as to those who shall so administer the estate;but otherwise,it shall remain in force. Sealed and delivered in the presence of: ...............................................".."...... &tattuttut of ~urdt! I.----------------------------------------------------------------------------..------------------.--..•surety in the sum of $..______on the administration bond in the estate of .--------...------.-..------..-.-..--._------------.....__....._._....__.........__._,say that I reside at -..-..-----.-.-..--------..-..,Washington County,Pennsylvania;that I am the owner of real estate,the otitletowhichisinmyownnameanddulyrecorded,situated in . Washington County.Pennsylvania,worth above all encumbrances $.... .._____;and that I am worth the amount expressed in said bond,over and above my just debts and liabilities. ~_..._-_._----_._-----_._-_.--_._--------------------------------------.._-------------------------------- .-----------------------------._-----------------------_._..._----------_.._---------------------- Co. Street ~tattmtut of ~urdt! P.O. I,---------------------------------------------------------------------------------------.....__.,surety in the sum of $on the administration bond in the estate of ------------------------------...-"---.--------------------------------------:,say that I reside at ____c ---,Washington County,Pennsylvania;tha~I am the owner of real estate,the title to which is in my own name and duly recorded,situated in ____:____.__________., Washington County,Pennsylvania,worth above all encumbrances $---------;and that I am worth the amount expressed in said bond,over and above my just debts and liabilities. .•....................................................................................................................... ._--_._--._._-_._---------------------_.._---------------------------------------------------_.._- COMMONWEALTH OF PENNSYLVANIA,} SS·WASHINGTON COUNTY.'". Street P.O. And now ____19..,comes______.________.________. who being duly sworn,says that he is acquainted with the financial standing of the securities to the within bond;that the said obligors have each executed the said bond and that the sureties thereto are the owners of real estate in their own right of value more than the penal sum of said bond over and above all incumbrances and exemptions. Sworn and subscribed before me this __ day of ~..A.D.19 __ ~3-7(J-9rz(j No.__7!~_ 1\~utiui!ltrntinu inub IN THE ESTATE OF ~ ----------------John--Klun------------_ And now Qct&ber__.6...__..__._.,19 7.Q_ Bond approved and Letters issued to c:::> <..0 Frances Klun ..-.._~-.---_.--------_.----..----._--_.._-_._----~-----------,._---_._---_... c::::l~:.::J»III :;tlc:c::>-~-'who w~ffiitv nua:J:.:tfie'd.-------------------=--if>--t!;--:-1:---·-----·------;.;.:Fi---·--------.. Z -I ,...,t I.c-)tTl "r-C1I Russeli M1.ffno 0----.----.--------------c:.~~._.----------...':'-------.--. Z ~:::::-u ~Register o ~J.,<.:::J:o~;;:J ~r=:z: -0'0»en Bond Book ~. .Page -,*7 _ BADZIK PRINTING ~9 DONORA ., OFFICE OF THE REGISTER OF WILLS "".~. 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, EFFECTIVE JANUARY I,1962.(FILE IN DUPLICATE WITH COpy OF WILL ATTACHED)).' County of . ,..W:~l?hi:z:1g.t:Qn . ...'1f~M1C;&S.KI"T,JN ,of ~?~.~.~Q,..~~R'!.14:~t,M9:P~I).?l.l,q,..~~.•..+:59,57 (Name)(Addre...) being duly S_WQ_r.n .according to law,deposes and says that he is the b9_mA._~;i;._l?_t~_~j;~_j,~_ ,(Exec.,Adm.•Legattt.Etc.) of the estate of_.g:Q~__~JJ1'!. . .whose last residence was __J.~9_~?.~Ql.'____~.!_~_'!it~_._ (No.)(Slreet) I1g~_Q!?__~J:9__j.9..~f:JJ.~_!.L ..deceased,and that the whole of the estate of said decedent,who died .~..E~J!__}.I J~}O (CiIY,Borough or Township)(Dale) ':)nsisted 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 NONE Value /?, ~-\ \ If, / ~ \...--Personal Property Proceeds from Black Lunq Benefit $350.0011)/~ f\J:.Af\jlj I~~\'V ..\ -.--~,\" ~, 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 PrQperty Estimated 'Value "" NONE "'.- \\~.\ C..,\.' \\\..,~...., Transfers within TWO YEARS Prior to Death 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 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 NONE - 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 BENEFICIARYaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Frances Klun Box 220"R.D.#3 McDonald,Pa.15057 wife yes ---entire - - J -------.-..._~--~~----- RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED... NOTE >~List first five items in the spaces so provided,observe notations thereon,and instructions.,.. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN KEGISTER ONLY Coleman Funeral Home Funeral expenses paid $1,100.00 $ .• Familyexemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees •I Fiduciary commission • I OTHER DEBTS AND CLAIMS (.)See Note below , .., Total $1,100 00 ...~~.. Appraiser ....~C;>~..?~9.~..~.~.P.·..#~. (Street Number) ....MCP9.lJ..~J..q~..~~."!J,?Q?7 " . (City or Town and State) ...~~..Jfk~. (Executor-Administrator) Subscribed and sworn to before me this )..7~p.. My Comm:ss:on Expires May 14,1972 Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this .......................1..q~..day of ..,~YL-<,1.;-:V-:""~~~""",,,(J'~~. '".l-u.,..K..._~j . In the event that any future interest in this estate is transfened 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·inheri- 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 or 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,exculpt a~hose 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 u.n.t.r..p.r.e.s.e.n.ts..t.h.e.s ~~.~.a.s.a..d.e.d.u.c.t.io.n . Dated://.:-:.(..C(..--::.7.C . Register of Wills --=:; " U-, tJ.J ..- ! Form No.RCC-62 (7-69) WillAdministration INo.. . . . . . . . . .Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .............~~~~..~~~. Deceased Late of ..~.~c;:?-.:I;.~~~.s.1?-~p.. County of ..~~~~~~.~~on....................:"""'=---.,-~....'CommonwealttiP~~~nSYlv~~!a _._ .:r -~~"'I c-:i JZ~.(,"'4"~~ - ./..f--" REPORT ~ND AppRAISALa. --c..'C-e....__ "•.'-0 '"o ~. 9 ~~-) ...r-=,";-0 r-....-~C/)c GEORGE::.I.MODRA K ATTORNEY AT L;,w 22 NORTH Ce:"'TRAl..A\lF NU5 CANONSUURG.PA. ,