HomeMy WebLinkAboutOC1970-1215 - ESTATE OF IUTZ---------------------------,...------------------~
ORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 18.1981.
982.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)
OFFICE OF THE REGISTER OF WILLS
County of Washingt.QIl .
.......::a;.q.W~Q...G•.P~y.i~l.,..:a;.&Q,,of .Bridge:v.ille•..Penns;y.lvania ,.'".
(Name)(Addreu)
being duly l?.W.Q_~J::L .according to law,deposes and says that he is the A1t_o_rney.__f_Qr _
(Exec.,Adm.,Legatee,Etc.)
of the estate of LOuis__wtz --------whose last residence was ---9-r-roy.il.--T-Qwn.sht~et)----------------------
-.deceased,and that the whole of the estate of said decedent,who died ---J+1-~---2)iJ---1-910
(CitY,Borough or Township)-",\Date
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN<l:ES 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.
J
Real Estate
Personal Property
None
Estimated
Value
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 Prope,rty
None
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:-None
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
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
William E.Lutz brother yes one-fifth
Valencia.Pennsylvania
-Carl Lutz
RD#2 -McDonald.Pennsylvani~brother yes one-fifth
Elmer Lutz brother yes one-fifth
Sophia Lutz
RD#3 McDonald,Pennsylvanic sister yes one-fifth
Catherine Lutz
RD#Canonsburg.Pennsylvan a sister :ves one-fifth
$218Funeralexpensespaid
DEBTS AND DEDUCTIONS CLAIMED
Fr er Funeral Home
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN=::....-----=-==-=-=--.::..=....--=-====-------.----.--~-=-::...::..-.::...::c:..::..-'----=..:..::.=-"-------.----=-c:..::..:.:.."'-=...-.-----inEGISTERONLY
ist first'five items in the spaces so provided,observe notations thereon,and instructions.
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
Gaydos Monument Company tombstone 150 o
Total 2333 9
conformity with law on this
~.,~?:.....~
~~.~~~.~y~.~~.~.,..~~~~Y.~Y~~.~.
(City or Town and State)
~
~~.~~~.~y~.~~~..~.~?~..9.'?~p~.
(Street Number)
Having been duly i~l'n according to law,I do ~reby certify that the above appraisement is made in
...................!.~.~..'"day of .....t>:V.~...';-/.9'""~i)f9P'q·..·..···~·7~..·....··
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 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 ....t.<J.~.....County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent,#cept~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 amount epresents the SU~das a deduction.
Dated:!..4:-.j.f.~.?q..................../~(~.
Registerof Wills .;,'
'<;
ForIn No,RCC-62 (12-66)-~I
:mm lNo Year ..' .~S···
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
LOUIS IDTZ
Deceased
Late of .Cecil.Townshi.p .
County of ..W~.~:q.~Ag1;on..................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
'Vd ,.0 J N0J.';1\11 HS'VIt"
S11 r/,\.:1 /):'11 ~~j ;):1 U.
()'~i Ii'.'.:-..,I{~Q 11 U.~_.~..II,"J't,Jdg
9I 0I ~I V tJ I dn;J 0L
'03 :lA
RCC-81 (2-64)
-------------------------
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
IN YOUR REPLY PLEA8E
RJEP'JER TO
NOTICE OF FILING OF APPRAISEMENT
EDVJAR G.DAVID-ATTORNEY
(~)
J
In Re:Est ate of__=LO""-U""IS=--=L::.;:U::.::T:..::Z'---_
_____~_Ja_s_h_i_ng=-t_o_n County - FHe No •63-70-1215
.You are hereby notified that the _~o_r_i.:.;g'_ina_1 _
appraisement in the estate of ~L~o~u=i~s_·L~u~t~z ~~~-~-___
has been filed in the office of the Register of Wills qf Washington
County on December 18 ,19 70.Said appraisement reflects the
following valuations:
Re al Es tate ~~::-::-~=-=-----
Personal Property ~l~,_O_O~O~._O~O __
Transfers -=--=,.,...-".,....._
Total ....;l=:.,l..0:...O:...O;..:.~OO...;...._
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 (e~)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
(Date D_e_c_e_m_b_e_r_1_8..::.,_1-....:..97;..0__--Signed
Titie
.~v~=r fi'./k.l
X ROSE LUONGO,APPRJ,JSER I
ESTATE INSOLVENT
DATE OF DEATH:June 2,1970
Note:This is not a bill.
.~.
"_J
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Lutz
(Last Name)
Louis
(First Name)
.~=2-70DATEOFDEATH FILE NO.
(Initial)
63-70-1215
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of W_a_s_h_J._·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:=.2..:...---=1::..:8_-.:,..70 _
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for 'lrlashington 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
lesse<amouat is set fa,th i.the last ealam.ta the doht i.Sehedale "F",Whit;:).er or less.er am.ount represents the sum
allawed as a dedoetina,~ttDated:12-18-70 .~~~
REGISTER OF WILLS
1~000 00
1.000 '00
2.333 90
INSOLVENTTE
$
1.000 00
1.000 00
2.333 90
ESTA
VALUE AS REPORTED VALUE AS APPRAiSED VALUE AS REAPPRAISED
$$-------+--
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 $----------11---2%
Tax on $----------11---6%
Tax on $--------~f__-5%
Tax on $--------~f__-10L-
Taxon $0Y'
Exemptions *
Total Estate --+..__
TOTAL TAX
COMPUTATION OF TAX
$--------+--
$---------l--
$---------l--
$--------+--
$--------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 :::::::::=t===
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $---1 '
AMOUNT OF ESTATE TAX ASSESSED $--~-~L-
Estate tax paid $--Il-
BALANCE DUE $---ll-
Add interest at rate of 6%from
------Ito-----$------1t=TOTAL TAX BALANCE $--------l
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 t No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
LOUIS LUTZ
Deceased
Late of .
County of
.CECIL .TOYJNSHIP.....
ItJASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
t·
Fonn RCC-2 ,•December.18 1970~COMMONWEALTH OF PENNSYLVANIA DATE ..........................................................'-.................................-~-BEPARTMENT OF lltE..VENUE RESIDENT INHERITANCE TAX ...}'!.Cl..~.h~gt..9..P.:.:.....~....................COUNTYBUREAUOFCOUNTYCOLLECTIONS ."
..........
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•.............§.?:.?.g:~~.~................_................
Whereas.Louis Lutz late of .......................Ge.cil....T.01'IDSbip..........................................................................................................................................................................................
in the County of ........................................w.f!&h.;\J]gt.g:P...............................................................Commonwealth of Pennsylvania.having died on
the ..................................f?~.~<:>.!1.~.........................................day of .................~:':l?~.................................................70 seized and possessed of estate19.............an
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore.I.ROSE LUONGO 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 Ufe 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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes
$
I-JH:h''-;,lI\[I\T.·
See copy atta ched to appraisement 1,000 00
TOTAL 1,000 00
ESTATE INSOL'I,lENT
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form~;V:fh~:::~h~w<>rl1.C<:()rd~~.~:;:re~~:~;?:~~..~tiS=..~P§
AppraIser
................................................................................................................................................................
(Number and Street)
..··........Z<.J·~~jf;;;i··..····................................."Penna.
HASHINGTON County
-.t;
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
LQtJ.JS LUTZ..........
Deceased.
Late of
.............................CECI.L T01:lN.SHIP .
Date of Death,tJ.':':".?:-:.7.Q .
AppraiSClllei!t Docket Vol.~K-,-.
Page,..Id.~.~.7 No ??..:::?<?.:.~.?.~.?..
Filed in Register's Office,.:P~.9..~~$..:.19.7'O..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote ab(},ut Appra.isement,
Appeal f1'om Appraisement,..
Entered and charged,.
•
po
OTIS LYONS,JR.,Notary P\Jblfc
PIttSburgh,Allegheny CoUDty
My Commission Expires
January 7,1973
DAY OF
ci;27J
~~$frl;!~=::::;;~~r;(,.l·'2fL
'~orm RCl'::.lO •~(j.,-7 r!J 'c-jJ-J-!>-DEDUCTIONS ALLOWED IN Jc'r23j~~OFFICE OF TH'E -,STATEMENT OF DEBTS THE SUM OF "",.",.,...$",.-(,:.".::".".".":",,"...?I..,
REGISTER OF WILLS AND DEDUCTIONS ,,/r2..,,-:/..g,,2tfDATEAPPROVED........OF COUNTY
AND AGENT OF THE COMMONWEALTH !n/)/~/J-IJ--Ir:D /hlJJ)&_-1-IJ ()-mer Register of Wilis,Agent
ESTATE OF T,ouis Lu:tg LATE OF Cecil TSW:B:oB:ip
DATE OF FILING APPRAISEMENT DATE OF DEATH June 2,1970
DATI!:NO,OF NAME OF PAYEE REMARKS AMOUNTVOUCHER
6/9 70 Fryer Funeral Home funeral 2183 gO
?/25 ?O Gaydos Monument comnan:v tombstone ~p:;n nn
II
!
-
-
......-
!
COMMONWEALTH OF PENNSYLVANIA l;~;COUNTY OF Allegheny
I,Edward G.David,HEREBY CERTIFY,THAT.TO THE BE.r OF
...Y KNOWL!:DGE AND BELIEF,TH!:FOREGOING IS A JUST AND TRU E BTATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF
AQMINI8TRATION SUBMITTED TO THE ESTATE OF L031j S Lutz DECEASED,AS DEDUCTIONlil "OR
INHERITANCE,TAX PURPOSES.I