HomeMy WebLinkAboutOC1970-1185 - ESTATE OF WELCHForm 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.j
EFFECTIVE JANUARY 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)..
OFFICE OF THE REGISTER OF WILLS
WASHINGTONCountyof .
Y.o.~~P.~..L li.Q ff.rnann of ~~.~.~:..~.a.i.~..~~'..~.o.~9r.gq.J1.~1P.,..P.a.,..1.5063
(Name).(AddreBS)
being duly ~_~9..rXL according to law,deposes and says that he is the P.J.t9.rn_~.Y _
".",".(Exec..Adm.•Legatee.Etc.)
of the estate of_J1.8J1D.E.__.L_~W_E.LC.H whose l~st residence was 4_1B.__Sha.d..Y-__Alle(nu..e.)---------------------
(No.).Street
~_h~.r:l.~_r.9_LL__P_~_:.deceased,and that the whole of the estate of said decedent,who died -~-~!-~-~-(D~-)~--.l-~-?-~,
(City.Borough or Township)ate
consisted of:In te s ta te
j
REAL PROPERTY
IREALPROPERTYINPENNSYLVANIA,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 ANP-RELATIONSHIP OF OTHER OWNERS.
Real Estate The undivided one-fourth (1/4);ntprpc:t nf in ;Inn tn
Estimated
Value
ALL that certain parcel of land situate;n Iln;nn Township,Wash-
ington County,Pennsylvania,known and desi anated ;:Ic:I nt Nn ~7
in Block No.3 in the Plan of the Heirs'Arlrlition to the West Frvp
Plan of Lots in said township,which said Plan is of record in the
Office of the Recorder of Deeds of Washinqton County.Pennsylvania.
in Plan Book No.2,paqe 131.and which said lot is described as
f 0 1low s:BEG INN INGat a poi ntat the No rthwest corner 0 f Frve anrl
Center Avenues as laid out in Block No.3 of said Plan;thence
extending along the Western line of said Center Avenue;North 15°
West,120 feet to an alley;thence extendinq alonq the Southern
line of said alley,South 75°West,40 feet to a point at the
Northeast corner of Lot No.38 in Block No.3 of said Plan;thenc~,Personal Property
None 0.00
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 Property Estimated
Value-"None ..,~'0.00 \-
-
.:
Transfers within TWO YEARS Prior to Death
None 0.00
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 RENTE£)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 BENEFICIARY
an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
Raymon d Welch,Fore s tv ill e•
New Yo rk 14062 Son Yes sui juri s one-half
Hazel Welch;418 Shady
Avenue,Charleroi,Pa.15022 Daughter Yes sui juri s one-half-
-
,«
.'.
RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
N1TE'List fir"t five items in the spaces so provided,observe notations thereon,and instructions
Funeral expenses paid
NATURE OF SAME
Administration Expenses •
Counsel fees •
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
AMOUNT THIS COLUMN
iKEGISTER ONLY
$1002 91 $
750 00
7 50
l)n Innl
0 00
I
commission •Fiduciary
DEBT OR CLAIM
Harold B.Schrock
*Hazel Welch
Filing RCC-62,etc.
Joseph L.Hoffmann
OTHER DEBTS AND CLAIMS
(.)See Note below
Kurtz-Monument Company
Cha rl eroi Monessen
Hospital
Gra ve Ma rke r
Hospitalization of decedent
150
75
00
00
E.E.Costa,M.D.Me di cal se rv ices
*NOTE:Decedent lived with and was maintained by her
daughter,Hazel Welch,at her residence at
41 8 Shady Ave nue,Char1e po i,Pa.
..
,.•
...
I,,.,0:'
~..0
I
Q
W
Total 2095 ~l
..~~..Appraiser
In the event that any future interest in this estate is transfelTed in possession or enjoyment to collateral heirs of the decedent after the
expiration of any estate for life or for years,the Commonwealth hel'eby expressly reserves the right to appraise and assess transfel"inheri-
tance taxes at the lawful collatej'al rate on any such future interest.
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for ..,teJ~~...,County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent,elcept as to 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 represents the sum allowed as a deduction.
Dated:./.~.'":.1.~..7c)....................,.......9J?~..
I Register of Wills
!
..
~
Form No.RCC-62 (7-69)
Will
Administration }No year .
..'
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
~..
".1
.MAllD E..l.•..WE L.CH De~~~~~d'.
,,
Late of Cha r.l.~rD.;:.
County of Washio.g.ton .
Commonwealth of Pennsylvania
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REPOR'r:->-AND AP.PRAISAL
}>rn ::;iJ -..",..(fl C)C -'-,__.4
•(~to':?j'~.~~~=['it
Joseph L.Hoffmt:.lUl
Attorney at Law
242 W.Maia Street
l:ionongahela,Pa.15063
.0
r!!!.\
';
,
I
\,....
along the Eastern line of said Lot No.38 in Block No.30f said
Plan,South 15°East,120 feet to a point in the Northern line of
Frye Avenue;and thence,along the Northern line North 75°East,
40 feet to the Northwest corner of Frye and Center Avenues,the
point at the place of beginning;and having erected t~ereon a
frame dwelling house.EXCEPTING AND RESERVING all the veins of
coal in and underlying the above described lands together with
the mining rights and privileges as the same have been heretofore
reserved or sold by the former owners of said land.BEING the
same which John S.Wicks,widower,by deed dated March 3,1934,
and of record in said Recorder's Office in Deed Book Vol.602,
page 669,granted and conveyed to E,lla M.Wicks,Maude L.Wicks,
"J.Walter Wicks and Edgar P.Wicks.Maude L.Welch,a widow,
was formerly Maude L.Wicks.(Note:sold to Lynn W.King,et,
ux.,on October 5,1970,for $10,000.00.
Decedent's 1/4 interest
/3.17-t:1g
-,~.-./
;,;
RCC-8\(2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION,
NOTICE OF FILING OF APPRAISEMENT
Joseph 1.Hoffmann-Attorney
IN YOUR REPLY PLEA.E
REFER TO
/
In Re:Estate 0 f __.J.:Mj.t:pu.,J1L\.du:e:.--'.T....,.,:..,.....;'/u:e~l,.J;c:.£:bl.-----------
___---=\~1a:::.:5~h'"'l.n~·~f:..l{t~o~n~·County -File No.6.3-7(';.-11es
Dear Atty.Hoffmann,
You are hereby notified that the~~~o~r~i~g~in~a~]__
appraisement in the estate of __~t1a=,~u~d~e-=L~.~W~e=l~c~h~----------__
has been filed in the office of the Register of Wills qf :-.Jashin;rton
County on December 7 ,191Q.Said appraisement reflects the
following valuations:
Real Estate 2250.00
Personal Property __
Transfers _
Total 225°.00
As to such tax that is paid within three months from date of
dea~h,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.
Date December 'lJl...L'--=l::.,,9u.7.;::0 _Signed _..::/_/...;,~::.:/:...;'/--.:./...;'_/-'-_
Title H.,H.CHl,N.i:W,CHI1:,F !,PPRAISffi
Di,TZ OF DEA'l'H:Harch 9,1956
Note:This is not a bill.
,
;~...'
RCC-39 (5-68).,•COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Welch
(Last Name)
Maude
(First Name)
L.
(Initial)
DATE OF DEATH_-:::3:--..:.9-:-5:-..6__FILE NO.63-70-3:±e5
/O~
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".
~.
12-7-70Dated:---'~~~--------
REPORT OF THE REGISTER OF WILLS
REGISTER OF WILLS
Dated:_~1_2-_7"---,7_0 _
I,the undersigned duly elected Register of Wills in and for Washington 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",whic ater or lesser amount represents the sum
allowed as a deduction.
VALUE AS REAPPRAISED
$-------+---:::r ~l)()()()
2,250 00
2.095 41
154 59
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 $1 t::Q t::Q r2%"'J
o
'
Tax on $-----------4--'-5<'
Tax on $5%
Tax on $10%
Tax on $15%
~e~tioos *
Total Estate --I-__
TOTAL TAX
COMPUTATION OF TAX
$.L...I-~.:=:::)Y_L__
$----------4--
$----------4--
$----------4--
$--------1---
$---------'---
(*)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 $t=
Add interest at rate of 6%from_____to $-------
AMOUNT OF ESTATE TAX ASSESSED $--~-----lL-
Estate tax paid $---JL-
BALANCE DUE $----~~
Add interest at rate of 6%from t=
------I:to-----$-----~
TOTAL TAX BALANCE $----~PAID $--J
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.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
IvfAUDE "l1E.LCH
Deceased
Late of .
County of
..GHARLERO.I...
.WASHn~GTON ...
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
..
,
---------
Fonn RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE ....................D.ec.ember.....7.,......1970...
DE'PARTMEN.T OF.REVENUE RESIDENT INHERITANCE TAX Washingtoh .'0"
BUREAU OF COUNTY COLLECTIONS COUNTY .......................................................................................,.APPRAISEMENTHARRISBURG,PENNA.17127 FILE NO..............................................................................................
Whereas,.................................Ha.ud~....L.~....W.~J.9.h...................................................................late of ...............gP.:9:;rJ.~~.9.~................................................................
in the County of .........................................Washingt.on............................................................Commonwealth of Pennsylvania,having died on
the ...................................n.t.gt.h...........................................day of ......................M~.:r.Gh.......................................19...??...,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W.R.IlHANEY 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.
Unit AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purposes
$
UTj'AT'flV.
SeA cony of xmoc attached to appraisement 2,250 00
Total 2,250 00
...
'.
".'.',.
-'-.
.,
.....',,',
.....,
I
I .
..
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this~",,-,day Ofe~A;;~
...............................................................,.-,.............,.................................................................................L-u ~(Number and Street)
Penna.................~..........................................................,
(PoRt Offiee)
Washington County
..
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
........J1au.de Welc.h .
Deceased.
Late of
.Ghc;rler..Q.i .
Date of Death,.3~9~5.6...
Appraisement Docket Vol.,~.t...
Page,../!~==.t..No 9.3..:::7.~J.),$5..
Filed in Register's Office,P.E3..c;.!..7.19 7Q .
Amount of tax due,$:"..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,:..
Wrote abo.ut Appraisement,
Appeal f,.om Appraisement,..
Entered and charged,..
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to
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