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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~" ~~,. 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 "0')·-t--1~..~ ~.;o ..,-,c=,l·;Dr rn ...-:=.:;:z:"'"=--= ".(r>;C)c:;C':::::)\• , :',J~ft.:"COS''Ee1tLf. "-"it'>.",;~.f53'~,"~~h,'iriSL:1;on~enue •.;j:C~i'~~f,Oi,pen~1vania,·)f:·tl~~'l:. ~..~,J>(/)"'.:rv~~/,.....'-(..0.,·~,i·. "' "','..- ~.,/,*:'/';/~'.;,.... \:.i.l \-1 ".'.,:' ;, R Cc-el (2-64) 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 $--l FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will !...No.Admlmstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF DOROTHY :MAY JOHNS Deceased Late of .BENTLEYVILLE County of .WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ,p • Fonn RCC-2 •..- :COMMONWEALTH OF PENNSYLVANIA DAT~..............J...~.n.y.~.r.y .....z..Q..,.......l971 "DEPARTMENT OF REVENUE .................W..~.~.hJ.~.gJ~..Q.~...................RESIDENT INHERITANCE TAX COUNTYJJUREAUOFCOUNTYCOLLECTIONS HARRISBURG.PENNA.171 27 APPRAISEMENT FILE NO...................§}.::..7..9..::J..Q.7...~...................... Whereas,...............D..Qr..Q.t.h.Y.....M.ay...J..Q.h.n.$...............................................................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 , '. ["~. . "....~ 0 ..,}.., -l \;)... "..Total 1.000 00 ". ESTATF.TNSCHVRNT .' ,., 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,$. DEPARTMENT OF REVENUE Received, Examined and Approved,:. Wrote abo.ut Appra.isement, Appeal f1'om Appraisement,. Entered and charged,.. # (~3·~7{)-/0 7'-3 N THE COURT OF COMMON PLEAS bF WASHINGTON COUNTY,PENNA. ORPHAN'S COURT DIVISION .~O;IN RE:ESmltmE OF DOROTHY MAY JOHNS DECEASE,D ,~.J~ '.'~-.:';~".::::....... z~<:~ .~..,..}',:>< ~.l~".. )~~~~.'.'·d VI}.',:.".'~:,'-.." -••,:-~,.,!-~:)",• .-r;.:t\..,..,.,'..;,ttr'"J.-,~~"'.,j1 ,.. ~MITION FOR SETTLEMENT UNDER'THEIMALL ESTATES ACT .j!d'.'1. /:J>+-.~;-.y ,jJ \ "~ '..,.... --"'...~~" ;~..ii"J .i.. '~... ..."">,:, C':;:, ~.~ '-., :t::-... ~ .2) .~,'"' A)t.~"/-t.-~'.J ""..,"r\.A'e.-;-r'7 :.-:;.-.'C".:>c-.:F....J".0 ..~-.-..-c---",....~_./.".,V/.,;-_. \I /'--,......1' ".r;t,'v...,.';1 ::._(),.-<;C ~."'·';b,_'"'-J '-'I .C::;~, I)..-~.;.-'..-Ii-~~...."1',...I'l ::J!J ~.~;:~",-.......~~,--\;-'....•,y>-O~'..\.'~'-.J\\\.'-~.'+­'-y_:,"\''(i••Il 'J,',~\I 't •.JOHN E.COSTELLO ~'1,"'~COUNSELLOR AT L.AWJ~~.418 WASHINGTON AVENUE 1'..'.\'CHARL.EROI.PA.\.,'n)l~PHONE 483-5961 C!...>90..<:~ .J .'. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHAN'S COURT DIVISION IN RE:ESTATE OF DOROTHY MAY JOHNS PETITION FOR SETTLEMENT UNDER THE SMALL ESTATES ACT TO THE HONORABLE,IDE JUDGE OF SAID COURT: The Petition of James W~Johns,Jr.,respectfully f ,.:J ". ~";represents that: 1.The Decedent,Dorothy May JOQns,w~s'a resident 'Y.~':~ '"~~~.o("~~.. of the Township of Somerset,Washington county,4~¢nn~ylvanfa,~ "",'>,:.;L,'••,>,'"~"•'~~;'\,-."l,.... residing at R.D.#1 Bentleyville,in the said Township'at the time of her death on september 28,1970$ 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: \ 1/ J