HomeMy WebLinkAboutOC1970-1073 - ESTATE OF JOHNS,.
Department
Valuation
CAU'TION
(Do not writ.e
in this space)
Estimated
Market
Value
$1,000.90
COUNTY OF WASHINGTON
INHERITANCE TAX RETURN
FOR INSOLVENT ESTATES ONLY
OF R.ESIDENT DECEDENTS
ASSETS
(Attach additional sheets if necessary)
Description of Asset
Mortg~ge from Rolland Kamoda in the
amount of $1,000.00
RCC-I03 (2-641
COMMONWEALTH OF PENNSYLVANIA
DEPARTMEl'lT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX DIVISION
Type of Asset:
Real Estate,Pers.
Property,Jointly
Held Prop.or
Transfers
Will
Admn.No.19__I,JAMES W.JOHNS,JR.of722 Washington Ave.,Charleroi
Misc.(Name)Pennsy1va1!t~s)
being duly sworn according to law,deposes and says that he is the_.::.:h:.::e::.:i::.:r~..>:a:L;t"-::~l",,,a,,-,w-,-::--:----:-----:-_
(Exec.,Adm.,Legatee,etc.)
of the estate of_--,D~O~R~O~T~HY~-"MA:...:::~Y--..:::J~O:::.HN~S~late of Somerset Township
(City,Borough,or Township)
deceased,and that the whole of the estafe of s'ilid decedent,who died on September 28,1970
(Date)
consisted of the assets listed below and that allowable debt~(Gnd deductions exceeded the fair ma~ket value of the assets and.()~~'\").,~~
no PennsylvQ,nia Transfer Inheritance Tax is due.J~~,,,,,,•
.....'...'\'.''SI'";~-.""".c,""'~Sworn and sutrs"cri~d hefore me ~.;!<v~G,i'.~tJ'?19~~~."i7~"
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This return must be completed In detail and filed In duplicate,with the Register of Wills In the County where the decedent resided within one
year after date of death,unless an extension is granted by the Secretary of Revenue.
Mortgage
(personalty)
TOTALS $1,000.00 /OOO.Od
Amount Approved
by Register
Amount
Claimed
DEBTS AND DEDUCTIONS
Nature of ClaimNameofPayee
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointea Inheritance Tax Appraiser in and for the above Cou!"ty do respectfully report that I have
appraised t e eal and personal property as reported in the foregoing schedule t the lues set fort pposite each i em in
the last c lum to the right.q .'W~
Dated:y 7/Inheritance Tax Appraiser
Kenneth V.Thompson funeral expenses $1,359.00 /JSf.00
TOTALS $1,359.00 I J ...r'y.()d
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed
deductions in the amounts set forth in the above schedule as claimed,except where I have set forth 0 greater or lesser amount
I••he I".eolum.'0 •e "hI,"hl,h ,'eote:.;'le"e'amou.',ep,..~o"eda,a de~u,~.
Date of Approval:.'a/d /'",~~?Z:J
-Register of Wills
Will }
Administration No.Year __
IN THE
I
,?;
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
OOROTHY MAY JOHNS
Deceased
Late 3 SOMERSET TOWNSHIP
WASHINGTONCountyof _
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
JAMES W.JOHNS,JR.
IN YOUR REPLY PLEA.E
REFER TO
Informant
j
In Re:Est a te of__......;D~O,;:,..;R:.;.O::..;T::..;:H:..:..:Y=--=~=1A,;:,..;Y:.......;:J:.....:O:..:.H.:.:.N.:.::S:-----_
____~W:....!:.A~S~H!.:!!I.ANU<G~T~O;./,..lNL....._County -File No.63-70-1073
Dear M J hr.0 ns:
You are hereby notified that the original
appraisement in the estate of Dorothy May Johns
has been filed in the office of the Register of Wills qf Wa sbi 8eton
County on January 20 ,19.11.Said appraisement reflects the
following valuations:
Real Estate _--'-_
Personal property ~l~~~O~O~Ou.uQ~QL----
Transfers -.;-......".~~~--
Tota1 ,....-..=1:..:1."'-=0;,.:0;,.:0;..:;•...=0-=0_·__
As to such tax that is paid within three
death,a five (5%)percent discount is allowable.
remains unpaid after one year from date of death,
of six (6%)percent per annum is charged.
months from date of
As to any tax that
interest at the rate
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date __~J~a~n~u~a~r..,J;.y--=2~0:..J,-..:!:1:..:9~7~1,--__Signed
Title
DATE OF DEATH:September 28,1970
ESTATE INSOLVENT
Note:This is not a bill.
/
,RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of JOHNS ,
(Last Name)
DOROTHY
(Firs t Name)
MAY
(Initial)
DATE OF DEATH 9-28-70 FILE NO.63-70-]073
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".
INHERITANCE TAX APPRAISER
]_20_71Dated:___"O"==---<.lu.=.........~_
REPORT OF THE REGISTER OF WILLS
REGISTER OF WILLS
Dated:_...1=.-.....2....0<..:;:-:;..J7.....1"'--_
I,the undersigned duly elected Register of Wills in and for 'vashington County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,exce t as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",whic greate or lesser amount represents the sum
allowed as a deduction.
VALUE AS REAPPRAISED
$-------1---1.000 00
1~000 00
1.359 00
e Insolvenat
1.000 00
1~000 00
1.359 00
Est
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
FOR USE OF REGISTER ONLY
Tax on·$---li--_~
Taxon $~
Tax on $5%
Tax on $10%
Tax on $15%
Exemptions *
Total Estate -l-__
TOTAL TAX
COMPUTATION OF TAX
$---------1---
$--------1--
$--------1--
$-------1---
$-------+---
$---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
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $------
AMOUNT OF ESTATE TAX ASSESSED $------..1L-
Estate tax paid $--'L-
BALANCE DUE $----11_
Add interest at rate of 6%from
----I.to--$------It=
TOTAL TAX BALANCE $--------I'PAID $--l
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will !...No.Admlmstration
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
DOROTHY :MAY JOHNS
Deceased
Late of .BENTLEYVILLE
County of .WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,p
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Fonn RCC-2 •..-
:COMMONWEALTH OF PENNSYLVANIA DAT~..............J...~.n.y.~.r.y .....z..Q..,.......l971
"DEPARTMENT OF REVENUE .................W..~.~.hJ.~.gJ~..Q.~...................RESIDENT INHERITANCE TAX COUNTYJJUREAUOFCOUNTYCOLLECTIONS
HARRISBURG.PENNA.171 27 APPRAISEMENT FILE NO...................§}.::..7..9..::J..Q.7...~......................
Whereas,...............D..Qr..Q.t.h.Y.....M.ay...J..Q.h.n.$...............................................................late of ......................:l.l.~.P.:.t..l..~yy.:i,.l.l..~......................................
in the County of ................W'.a.s.hingt.o.n..............................................................................Commonwealth of Pennsylvania,having died on
the ...............................2.8.....th....................................:......day of ........S.e..pt.e..mb.e..r................................19...7.0.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...................A1.f..r..~~t ...T..Q.$.i.....................................................................,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
I
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
I
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 Appraisement
I
Description of Asset Values Made for InheritanceTaxPurpol8s
$
PERSONALTY:
Mortgage from Rolland Kamoda in the amount of 1,000 00
,
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"....~
0
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"..Total 1.000 00
".
ESTATF.TNSCHVRNT .'
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form::v;;;fh~:::~~wC»"Jl~~~;Z'~:;:r~~~~~:;~~tis7~~~~
AppralBe:iZ2......................................................................................................................,···~r~7..)··································,Penna.
.
WASHINGTON County
,
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.......D.OROTHY MAY..JQHNS..
Deceased.
Late of
BENTLEYVILLE
~ate a;:el~:~:/~~~;tP:':lmber 7.'JQ.7...
ppr .,..J...
Page,./~.i =~No Q..3.~.7..Q.~l.Q.7..3.
Filed in Register's Office,Ja.n 2.0 19 7.1
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,:.
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,.
Entered and charged,..
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(~3·~7{)-/0 7'-3
N THE COURT OF COMMON PLEAS
bF WASHINGTON COUNTY,PENNA.
ORPHAN'S COURT DIVISION
.~O;IN RE:ESmltmE OF
DOROTHY MAY JOHNS
DECEASE,D
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~MITION FOR SETTLEMENT
UNDER'THEIMALL ESTATES ACT
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~'1,"'~COUNSELLOR AT L.AWJ~~.418 WASHINGTON AVENUE
1'..'.\'CHARL.EROI.PA.\.,'n)l~PHONE 483-5961
C!...>90..<:~
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHAN'S COURT DIVISION
IN RE:ESTATE OF DOROTHY MAY JOHNS
PETITION FOR SETTLEMENT
UNDER THE SMALL ESTATES ACT
TO THE HONORABLE,IDE JUDGE OF SAID COURT:
The Petition of James W~Johns,Jr.,respectfully
f ,.:J ".
~";represents that:
1.The Decedent,Dorothy May JOQns,w~s'a resident
'Y.~':~
'"~~~.o("~~..
of the Township of Somerset,Washington county,4~¢nn~ylvanfa,~
"",'>,:.;L,'••,>,'"~"•'~~;'\,-."l,....
residing at R.D.#1 Bentleyville,in the said Township'at the
time of her death on september 28,1970$
2.Your petitioner,James W.Johns,Jr.,is the brother
of Dorothy May Johns,and resides at 722 Washington Avenue,
in the Borough of Charleroi,Washington County,Pennsylvania,
at the time of her demise.
3 El The said Dorothy May Johns died intestate and no
Letters of Administration have been taken.
4.The Decedent was a singE person,never having been
married and the only persons entitled to take or share in her
estate are your Petitioner,James W.Johns,Jr.,and Laura
Jean Kea~,his sister.
5.Your Petitioner is sui juris.He has not received
nor retained any wages,salaries or benefits under Section,.201
of the Fiduciaries Act or otherwise.
,.-------....--------------------------------------
'i
6.The property of the Decedent and value thereof is as
follows:
A Mortgage wherein Roland G.Kamada is the Mortgagor
and where the present balance is $1,000.00
7.The following disbursements have been made by way
of advances by your Petitioner:
Kenneth Ve Thompson,funeral of Decedent $1,359.00
8.There are no unpaid creditors of whom your Petitione
has knowledge and your petitioner has filed herewith an insolvent
estate tax return.
9.All heirs under the intestate law have joined in thi
Petition.
WHEREFORE,your petitioner prays that your Honorable Cou t
will direct disbursement as follows:
To James We Johns,Jr.,the principal and interest on
the said Mortgage,AND HE WILL EVER PRAY •
.;V ~John E.Costello
(~torney for Petitioner
",.'
..
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF WASHINGTON:
PERSONALLY APPEARED,before me,the undersigned authority
a Notary pUblic,James We Johns,Jr.,Petitioner and Laura Jean
Keats,who,being duly sworn according to law,deposes and says
that the facts set forth in the foregoing PETITION FOR SETTLEMENT
UNDER THE SMALL ESTATES ACT are true and correct to the best of t ir
information,knowledge and belief.
IN WITNESS WHEREOF,1h~ha-oo hereunto set their hand;and
seal;this _"":"'/--1..2__day of October,1970&
Notary Public
SWORN AND SUBSCRIBED TO
before me this l)~
day of october,1970
?9t~UL
My commission expires:~:&""'t"'lIltltlllat'66;~
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORHPAN'S COURT DIVISION
IN RE:ESTATE OF DOROTHY MAY JOHNS,Deceased
o R D E R
/J~
AND NOW,this ---4£day of/OetoBe;.,1970,upon
consideration of the Petition filed herewith,disbursement of
personalty of which DOROTHY MAY JOHNS died seized,is hereby
ordered and Decreed as follows:
proceeds,Kamada Mortgage $1,0000 00 principal debt
-h~(J~~,
BY TIIE COORT:
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