HomeMy WebLinkAboutOC1970-1115 - ESTATE OF THOME......'\''::'"
OFFICIAL NOTICE OF-INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
RCC-134 11-69)
COMMONWEALTH OF PENNSYLVANIA
J)oEPARTMENT OF REVENUE
$i.-BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
TO:J~)fES tAlE THOME
R~D.12
15330
Date:AuguSI 17.1,910
County .Wllhingtn
County File No._
Bureau File No._
We have received notice that,~HDlfljmXXmXXXXXXXXXU!ID:XXXXXXXUAUnXXD
on~liJ~ameinto ow.nership of certa}n property through ..'.,.,".DB ·trans'e...from,nORENeBK.THOME.,deceaa"1
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The property on which tax is hereby assessed consists of:.J".Saving.'Ac-cOUll'1186..30;"'1018.02
held.iathe MBLLONNATIONALMNk ft.TRUST COMPANY,.WASHINGTON OFFICE.,WASHINCTON
PENNSYLIANIA.·lntht •••of rWRENCEK.THOME O~JAMES LANE THOME,.()pe~ed.
12....8.61.Baloeeatof date ISXblof death.·$1 ,009.43.
appraised by the Commonwealth,as of the date of death,at $1,009.42
SO %of this amount is taxable at the rate of I)%
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
ASSESSED BY:~---------
(Agent for the Commonwealth)
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
D If you pay the above amount withi,n three (3)months
of the date of death of the decedent,or on or
before Nov..3,1970 you may deduct a
discount 'of 5%of the amount of tax due,or
D This tax became delinquent,fifteen (15)months
after the date of death and,in addition to the
tax,statutory interest at the rate of 6%of the
tax per annum is also due as of * _
19__in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum unti I
paid
TOTAL AMOUNT DUE
/'
APPRAISED BY:I'A .t'~--p-t/j
(Inheritance Tax App iser)
$
$_--=.04=··=·......11'--·'---__
30,,28
30_28
$--------
$=================
Make checks or money orders payable to:To insure proper credit to your account
thiS Official Notice must accompany
your payment.Mai I or bring it to:
"Rwm If AU.~
•...:>.i \J;',l.tE '~OrflMONWEALTH
COURt KOUSE
WASHINGTON.PEitNA.15301
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decedent for forwarding to the Commonwealth,1i-'.5t b.eJ~w the date paid,name and address of the person to whom
you made payment,their official title and the amount.,,-
.~
Date Paid Name and Address of Payee Official Title Amount Paid
Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
by yau may qualify as deductions against the gross value of the property in the computation of tax due.If any
such expenditures meet all of the three following tests,it is recommended that you itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1-You were personally legally responsible for these debts,and
2-You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3-These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY 01=:_
SS:
I,hereby certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent,,for which I
was legally responsible and which I did payout of the property herein taxed.I further certify,that to the
best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__
Signature of Taxpayer
REPORT OF 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 listed above in the total amount of $"
Date of Approva I:--,-_
Register of Wi lis
RCC-43 (4-69)
•c~.R
COMMONWEALTH OF PENNSYLVANIA COu 8(j~~~/VEO
DEPARTMENT OF REVENUE 'Nry COLP/frHARRISBURG/I C1JONS
HUC/J
8 S2 AN 'lD
I'''';:11 ;."'1'.;,""
j
NOTE:TO BE SUBMITTED IN TRIPLICATE
:;:,'-4'.".;, .~
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
I '.~'..'
Dear Sir:,\.,":,.',\
..;
TITLE
Pursuant to Section 742,Pennsylvania Inheritancearyd;Estate Tax Act of 1961,
we herewith submit the following report:' "
'j;\\'INAMEOFREPORTING'.'
FINANCIAL INSTITUTION_loD ,...."...114 Intf.,..._
\I ~,.'\"..I','r
ADDRESS 40 ....*ll:t 8Ilqee V.lhl.-.'a.15301ACCOUNTNO.OF JOINT,-..!':,","",
TRUST OR'INVESTMENT DEPOSIT "~••·3"'~O.,".I.'.
NAMES ON AcdJUNT
OR INVESTMENT ~--<l'~Ii9l__R;..1if,I,.P.·.·.......,.~,.~,.~i"~;-"".~.-----------
j ":
~'-----"...a.e_../DECEASED JOINT DEPOS'ITOR~'I ,"'"-)",",--"",'~
TRUSTEE OR INVESTOR '10.....Il...\_. - " .",~~u:·-'~;\.';,...'\..
ADDRESS
AND COUNTY I •••'a It_*,lour.Ia.lSUO
DA TE OF DEATH _--:--:--:-.-41>tJ/H"'l-/70A..~~_~_
SURVIVING DEPOSITOR,'
BENEFICIARY OR INVESTOR __'.._·--.•....IIl'mefM.··L.'..1h_OM_·_
ADDRESS a.I.,.Ilsbtr 'outt.ta.iU.
RELATIONSHIP TO DECEDENT 80IUDL_V ~------
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED 1_2IUllI~/61L17"--......,w.-----
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $---+--~K.lIF-z::!tS-+-----r-.,~-----
It .'.'t 7d t sol/.7/-:..3 0,,11
S~~.~'j,~-/
I
WILL OF FLORENCE K.THOME
I,FLORENCE K.THOME of North Strabane Township,
Washington County,Pennsylvania,do hereby make,publish and
declare this my Last Will and Testament revoking all Wills by
me at any time heretofore made:
1.I give,devise and bequeath all my estate of
whatsoever kind and wheresoever situate as follows:
A.I give,devise and bequeath unto my son,
JAMES L.THOME,one-ha If .of a 11 of my esta te •
B.The other one-half of my estate,and all of
my estate if my said son shall have predeceased me,I give,devise
..and bequeath to my daughter,MARY ANN JOHNSON,and her husband,
ROGER JOHNSON,as tenants by t~e entireties,or to the survivor of
them,or,if they both shall have predeceased me,then to their
children,share and share alike.
2.I nominate,constitute and appoint my son,JAMES L.
THo~m,my daughter,~~RY ANN JOHNSON and my son-in-law,ROGER
JOHNSON,or anyone or two of them to be executors of this my Last
Will and Testament,to serve without bond in any jurisdiction in
.....
which they or any of them shall act.
WITNESS my hand and seal to this my Last Will and Test-
ament this J·'l
Signedi sealed,published and declared by the above
named FLORENCE K.THOME as and for her Last Will and Testament
in the presence of us who have hereunto subscribed our names at
her request as witnesses thereto in the presence of the said Testatrix
,--I
..;I
and of each other.
..I
1150
25.00
1,13130
·60.00
6.00
14.00
957
200.00
3.00
1,500.00
2,96037T
2/696.86---
Z960.37 -
......,~.•
RCc-t03 (£-64)
"..,
"CO~MONWEALTH OF PENNSYLVANIA
DEPARTMeNT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX DIVISION
INHERITANCE TAX RETURN
FOR INSOLVENT ESTATES ONLY
OF RESIDENT DECEDENTS
j
COUNTY OF_W.:..:...::::a=s~h"",;i:.:.n.::..log~t.:....o.:....n~_
"
This return must be completed in detoil and filed in duplicate,with the Register of Wills in the County where the decedent resided within one
year after date of death,un less an extensl on is granted by the Secretary of Revenue.
Misc.
being duly sworn according to law,deposes and soys that he is ~---""o-'-'n'-"e=__:o:::..:f=--_=t-7'h:.:e::........:E=x:.:.:=.e_=c....:::u:....:t::....;o:....:r::...=s _(Exec.,Adm.,Legatee,etc.)
of the estate of __.=.:F....:!lo,.!,o~r.....le"'"'n~c~e~Kw.L.._,..,T=.!h~o~m~e late of R.D.#2,Eighty Four,Pa.(City,Borough,or Township)
deceased,and that the whole of the estafe of s~id decedent,who died on--,/ol.A"'"U~gTl.l ..lS:>-t~-:33...""...-.1L-:9;;l-7+J.J0---------(Date)
consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma'rket ~alue of the assets and
Willx~X No.19__I,_---"'Jc.>.a!<!!m"-"e<..!ls~L~.!,___'T~h:.:.:o~m~e~---'-----ofR.D.#.2,Eighty Four,Pa.(Name)(Address)
no Pennsylvania Transfer Inheritance Tax is due.
Deportment
Valuation
CAUTION(Do not writ,e
in this space)
Estimated
Market
Value
ASSETS
(Attach additianal sheets if necessary)
Description af Asset
Type "f Asset:Real Estate,Pers.Property,JointlyHeldProp.orTransfers
Sworn and subscribed before me
{_~"e ".,.day Of~4h_.~.-jL 191...l-BARBARA CRAIG.NOTARY PU~~'l::Z1'C2.:.l::::::L~4:!i2::.ZL.~==--~~~~~~~:::..--_~,WASHINGTON,WASH.INGTON C NTY (Signature)
_-P"-"'"""'......",~=-"'=~_.......<:..>_......""'-Kf----=MYCOMMISSION EXPIRES :UN 25,1974 James L.Thorne Executor
J.B5S.60
3~OD
fV ~;-~
{V /0461:>
.J/;L~.bf
47's~
/08'.";0
?;;l,..s-l:.
423.61
504.71
58.52</
108.40 V
72.56 V
104.06
$2 696.86
$1,355.:00 - .
35.00'';:.
10.00 v
25.00 ~"
7•
8.
9.
2.
3.4.
5.
6.
1.
PERSONAL PROPERTY
ousehold goods and furnishings per attache
list.
altham pocket watch
Guda watch
hite gold wedding band
15 shares common stock General Host Corp.
@ $6.9375
Undistributed balance of residue-Estate of
ames·L.Thome
Savings Account #186-30-1018-01,Washington
Office,Mellon National Bank and Trust Co.
Social Security check for JulY,1970
Insurance refund
JOINTLY HELD PROPERTY
SaVings Account No.186-30-101S,Washington
Office,Mellon National Bank~~~Trus~~9i~7~eld jointly by decedent an~mes Lane
Thome,son-$1,009.42.Taxable at 50%.TOTALS
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointee!Inheritance Tax Appraiser in and for the above County do respectfully report that I have
appraised the real and personal property as reported in the foregoing schedule at the values set forth opposite each item in
the last column to the right.
Dated:Inheritance Tax Appraiser
Nome of Payee DEBTS AND DEDUCTIONS
Nature of Claim
Amount
Claimed
Amount Approved
by Register
Russell Marino,REg.
National Ambulance
Service
Piatt Funeral Horne
Dr.J.Paul Proudfit
Dr.John C.McGinnis
Kurtz Monument Co.
Parker-Huner,Inc.
McCreight,Marriner &
McCreight
Notary fees
James L.Thome
probate expenses
ambulance bill
funeral
net medical bill
net medical bill
lettering on tombstone
expenses of sale of stock
attorney fees
Family exemption
11.50 .
25.00
1,131.30
60.00
6.00
14.00
9.57
200.00
].00
1,500.00
II.S6
.;;L.S.CIa
I;/S 1,30
(.,0·60
fa.6 ()
TOTALS
~-----,---+-------
$2,960.37
I IREPORTOFTHEREGISTEROFWILLS
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 ,ere have set forth a greater or lesser amount
in the last column to the right,which greater or lesser amount represents the sdm all·wed as a deduction.ld --7'I '. (,Date of Approval:-L )~.(,Register of Wills
INVENrORY OF HOUSEHOLD EFFECTS
...'..,
FLORENCE K•THONE:
1 Ki:tchenAid dishwasher (uno~perative)
1 Capitol SInk (metal and porcelin)
1 Youngstol'Jn Steel Kitchen sink
1 G.E.electric range
1 Cold spot regrieerator (25 years old)
·1 Electric wall clock
1 Metal and Formica kitchen table w/4 chairs
Misc.dishes,utensils,and cookwear
5 Glassfront bookcases
1 Openfront bookcase
3 Table racldi:os
1 ~~gnavox television set
5 Upholstered chairs
3 Rocking chairs
4 Card table chairs
1 Parlor chair
.4 Miscellaneous chairs
4 Table lamps
3 Fl!Jor lamps
1 Marbletop table
1 Chaisidetable (Cherry)
.3 Niscellaneous chairside tables
~card tables
1 .Cherry chest
1 Three drawer marbletop chest
1 Corner cupboard
1 Upright desk
1 Wooden bench
1 Upholstered loveseat
1 Sofa bed
1 Singer sewing machine
1·Metal typing desk
1 Living room rug
1 Electric mantle clock
1 Eight day clock
.2 Metal beds wi coil springs
4 Wooden beds wi coil springs
1 "'ood~n bed w/box springs
2 Metal wardrobes
1 1.Jooden wardrobe
2 Dressers
1 Chest·of drawers
2 Dressing tables
Aluminum lawn chairs and lounge
1 Double wa.sh tubs (cemep.t).
1 Wringer type wElshing machine
1 Unico chest freezer
1 Hot Point electric water heater
TOTAL
$20.00
10.00
10.00
40.00
5.00
15.00
20.00
85.00
15.00
25.00
35.00
laW.00
;0.00
10.00
25.00
5.00
15.00
15.00
50.00
25.00
5.00
1.00
75.00
75.00
100.00
60,.00
26.00
'·30.00
5.00
50.00
3.00
15.00
5.00 .
20.00
10.00
15.00
100.00
20.00
10.00
10.00
5.00
10.00
15.00
10.00
100.00
25.00 .
$1355.00
:.:.
, ..,.-~....'..-.~,
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r :z\J ..0:t>-en..~....,
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RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
James L.Thome And Roger Johnson
(Executor~
IN YOUR REPLY PLEASE
REFER TO
38-117-9
J
In Re:Est a te of F-=l~o~rc.;::e~n:!:..::c~e~K=...t.~'IJh::!~o:!!!mei!::!.__
______W~a~s~h~in~ert~an~-----County -File No.63-70_11 ]5
Dear Gentlemen,
You are hereby notified that the or;g;naJ
appraisement in the estate of Florence K.]bome
has been filed in the office of the Register of Wills qf Washin~ton
County on April 15 ,19.21.Said appraisement reflects the
following valuations:
Real Estate _--'-_
Personal Property ~2~,~6~9~6~.~$~6~---
Transfers -,--,----,_
Total ---!:::.2~.6....9~6u.~g~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 (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 __--=A.t::pr::..:1::::·1::.....=1:.<5:..2..--=l.L..97i:=1!:..-----Signed
TitIe
~'~;/'N~.
AlFRED TOOL APPRAISER I
ESTATE INSOLVENT
DATE OF DEATH:August 3,1970
Note:This is not a bill.
cO
RtC-39 (5-68l
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
At,
V(l\U
SUMMARY
-.
Estate of Thome
(Last Name)
Florence
(First Name)
K.
(Initial)
DATE OF DEATH 8-3-70 FILE NO.63-70-1115
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".
April 15,1971Dated:----''------=-------
REPORT OF THE REGISTER OF WILLS
Dated:__A-=p:-r_i_1_1....;5...::,~1_97..;...1 _
I,the undersigned duly elected Register of Wills in and for Vfashington 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'~ich grea er or lesser amount represents the sum
allowed as a deduction.\
P-A.-
VALUE AS REAPPRAISED
$-------+--2.696 86
2,696 86
2;.960 17
E INSOLVENrAT
2.6gb 86
2~696 86
2.g60 17
EST
VALUE AS REPORTED VALUE AS APPRAISED
$$
CLEAR VALUE OF ESTATE
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)
Valuation of life estates or
annuities.. . . . . . . . . . . . . . • . . .$t=
-.ESTATE TAX ASSESSMENTS $.
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.$
t=
$
$C
$
COMPUTATION OF TAX
$--------I-~
$--------1--
$--------4--
$--------4--
$--------4--
$=====1
$--------
$====~=
___..--Jl-
TOTAL TAX BALANCE :-----~~PAID $....JL
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6%from_____to _
AMOUNT OF ESTATE TAX ASSESSED $------1
Estate tax paid $--J
BALANCE DUE
Add interest at rate of 6%from
------Ito-----
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
TOTAL TAX
FOR USE OF REGISTER ONLY
Tax on $----------1--2%
Tax on $@:)
Tax on $5%
Tax on $dl910o,\
Tax on $5%
Exemptions========t==Total Estate ~-_
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration !No....Year
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
...F:LORENGE..K•...TOME.
Deceased
Late of ...NOIl'I'!1..$'I'MBAIilE:.'I'~V~~..
County of .WAS.HlNGTON ...
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
II
Fonn RCC-2~~
DEPARTMENT OF REVENUE
iuREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE Ap:r.:.~~~2.1.J9.7:~, .
I
COUNTY W.a..s..ping.t.Qn !.
FILE NO•.........9?.:.7.q;J.:.g').
Whereas,.F.lor.ence K T.h.o.m~late of ~.9.£~.h ~.~.~;a,.?~.~.~!.:~.~.
in the County of Wg,§,h.in..gt..Qn.Commonwealth of Pennsylvania,having died on
the :t.h;!,:r.9:day of ~.~~::'.~19 .?.~seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,A-.~~~:~~.9.~.~,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 transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Descrlpllon of Asset
I PERSONAL:
See copy attached to appraisement
ESTATE INSOLVENT
Unit
Values
$
Appralsemenl
Made for InheritanceTaxPurposes
1
(Number and Street)
...............................................?f..)~?,Penna.....·..··..··ip;;;t···ot«;;·j··..Y.·~··~·
RESIDENT INHERITANCE TAX APPRAISEMENT
Deceased.
FLORENCE K.THOME
\County.............···········WASHINGTON·····.
Estate of
Late of
NORTH STRABANE TWP.
Date of Death,~3.~.7O'.
Apprat'semcl!t Docket Vol.,.3..$.
Page,~.?:.?No ?}=?~:.~.~?
Filed in Registers Office,Ap.~~.~~.~19...7.~
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,.
Appeal f,.om Appraisement,.
•
Entered and charged,..!
II-