HomeMy WebLinkAboutOC1971-0036 - ESTATE OF ROSS.----.:;.
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I,John Ross,of North Strabane Township,Washington
County,Pennsylvania,do hereby make this my last Will.
1.All of my just debts and funeral expenses shall be
paid as soon as convenient after my decease.
2.I devise and bequeath my beef cattle to my sons,
.DbnaJ:d-Robert and'James·,in e'qual-sh.ares~.
3.All the rest and residue of my estate,real and
ersonal,I devise and bequeath in equal shares to my seven
children,Margaret Hootman,Pearl Neill,Louis Jean King,John
•Ross,Mildred Ann Cowden,Janet Mozina,and James Ross.
4.I appoint as executors of this Will my sons,James
Ross and Donald Robert Ross.
IN WITNESS WHEREOF,I have hereunto set my hand and
seal this 4th day of March,1963 •
We,the
.,f-4..;..vy_t_t'1/--,",-rk_:_/~_)/J_~_'..__._/<SE L)
JJvG-f1/L~~
undersigned witnesses,subscribe that while we
were in the presence of John Ross we did witness him sign the
above instrument and declare it to be his last Will.
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~ffi~ttuit ®f iExrrutnr (@r A~miuil1trutnr
&tatt of Jttltlnyluatlia.)!U1:
C!lOUtlty of Jl1Ianlptlgtntl (
Personally before me,the undersigned authority,a .N.Q.t9.!Y..r.!:!9...Ij.~..__in and for said
County and State,appeared..J.qr.D.~.~RP.~~~.P.9..n.9.19...R9..~.~!t.&?.~~wh0,being duly
sworn according to law,deposes and says that th1e¥a1lethe executop ~X~~MM~:U~U<:of the estate of
...J..Qh!1 Ro~.~.f s:r.~..f 9/k/9...J.9.h.rLR9..~~deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of..JQh!J....RQ§.~.I.....~.r..!..l....9/!s!~....J.9..h.I]....R9,ss
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real 'and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named Executors ~.
Sworn and subscr'ibed before me this ~.Q_.th...-}X -~~t -..
dcf.~Of..Jg.!1.V.g~19 ..?L...x I fl /1 / .r7 ~
My ~~~1fi'~~il~-CO;Of~~~i;~~~~--;NST~~:~~--E~~~~~--
1.An inventory must be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,Over
$10,000,including Copy of Will;1 Original and 3 Oopies and 2 RCRI-33,Over $50,000,including Copy
ofWill and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COpy
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
,lIuurutn~aub 1\ppraisrmrut of the goods and chattels,rights and credits which were
of::..,.~..Q.!:!.~~.Q.??.!.?..~.~.!.9.!~/c:'~.9..~.~~9.~.?..late of N.9..~!b.?!~~~.~.~~I.9.~~~h.!.P..L _,.._
Washington County,Pa.,taken and made in conformity with.the above affidavit.
Checking Account -Mellon National Bank &Trust Co.,Canonsburg,Pa.
Savings Account-Mellon National Bank &Trust Co.,Canonsburg,Pa.
Savings Account-Mellon National Bank &Trust Co.,Canonsburg,Pa.
DOLLARS
1,435.36
8,623.37
12,209.71
CENTS
Savings Account-Western Pa.National Bank,Houston,Pa.
TOTAL•.••....•....•.••.•.•..•..•.•.•••••.•.••..•....•.••.•.•
11,972.77
Il$,34,241.21
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RESIDENT DECEDENT
~'."tv3 -/}"~~3 ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Q COUNTY COLLECTIONS
COUNTY OF
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.WA.S..t1.l.N..GJ.Q.N..
County of
state of .
IMPORTANT:must b filed in duplicate,with will attached,with the
Registe~~1lls of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
...t.he.Inherit/i,nce.~n!i .Es tate Tax ~c t of 19B!.)
IN THE MATTER OF TIIE'ESTATE OF }(JOHN ROSS,a/kia)JOHN "'ROSS,SR:.C~!DAVIT OF James Ross and Donald Robert Ross,
...............EXECUTORS
(State full name of decedent)
Late of N.S.t.r.9P.gne Townsh,ip.l WCJsh IJ1g.tgD County ADMINISTRATOR
=:s~~~:~~-_~~:-_~:=~::~}'"
.....JAWlES ..ROSS...a.nd...DONALD....ROB.E.RI....ROSS,...
~llItlQ<X of the estate of the above-named decedent being duly sworn,depose and say
.....c.Q.':...Executor S
Decedent died .....December 24.1 .
(Month)
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
.........,19 7Q ,r testate 'leaving a last will,copy of which is hereto attached.}
(lillY)(Yellr)LHlX,*",l4X
George B..Stegenga,Attorn.eya11o.w....... .
5.16 Washington Trust Bldg .,Washington,Po.J530J .
That as such ~Q.::exe.~JJ.t.Qr.s deporieniS is familiar with the affairs of said estate and the property con-
(Exec\Itor·Administrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in 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 RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Mellon National Bank &Trust Co ••John Ross nnn~
Canonsburg,Penna.
'.'
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth fullv and in'detail all the
real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It
also sets forth the mortgage encumbrances upon each parcel o~real property at the date of death,giVing
the amount still due at death,name of mortgagee,date,rate of interest,and book and page o~record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal...../.....
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time o~death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,-savings 'banks,-trust~companies,or other"institutions,whether individually,or in trust ~or
any other person or persons giving also separately the accrued interest thereon,if any,down to.the 1.aRt
interest day prior to d.ecedent's ,death in the case of saVings banks,and to the date of decedent's df}~th
in all .?ther cases;all bo?ds,postal savings,treasury certificates or notes and other evidence of in-,
debtedness o~·th~United States to·the decedent;all obligations,whether by statute or agre~me~t t~Py
are designated as tax free,of the United States,or any state,or political subdivision thftreo~,·or.of
any foreign country,which ~re''owned at the time of death;all wear:ing ap~arel:,'jewelry,"'sHverware,Pi~~
tures,books,works of art,household furniture,horses,carriages,a~tomobiles;boats,'and·8.rty .~nd all..~,
other personal chattels of whatsoever kind or nature,left by decedent,together with the ~airly estimated'
market value thereof;all bonds and mortga/;!es held by decedent and of all claims due and oWing decedent
at the time of death,and all promissory notes or other instruments in writing ~or the payment of money
of which decedent died possessed,of whatsoever naturt,with interest thereon,if any,giVing the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation'as ~o each item;all moneys payable
to the estate from life insurance policles carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
J
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or bUsiness,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized.form,together with .the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint-
ment vested in decedent,either indiVidually or,jointly,b~the Will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement shOWing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the n~me,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and lrnpaid at time of
'\.death;taxes accrued charge.able for period prior to decedent's death (except.those allowed under Section
651 of the Inheritance and Estate Tax Act);together With a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that
the amount of tax assessed can be reassessed in accordance thereWith.
That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,.
have been carried forward and properly registered in the Summary•
l
Subscribed and sworn to before me this f9..th.,......n··..../'1)'
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c::.<:J.r.t9.r,t~!J.vr.gI.p.9.l!.J..Q~J7 .
My Commission Expires:Feb.10,1973 (City 0'1'Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
RCC-34 (1-6~)
COMMONWEALTH OF PENNSYLVANIA
DE,PARTMI;NT OF REVENUE
BUREAU,OF COUNTY COLLECTIONS
TRANSFER INHERIT'ANCE TAX
RESIDENT DECEDENT
..."
SCHEDULE CIA"
-tEAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent,Where property held as joint tenant or tenancy by entireties,report on Schedule liE".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commot"wealth of Pennsylvania should be (1)(2)(3\Idescribedbylotandblocknumber,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by whl ch the decedent took title;If a farm state number of a.FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encum~rancesupon each parcel at death DECEDENT'S MARKET VALUE (00 not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule.
NONE NONE NONE
~
NONE NONE NONE
Insert thi s total opposi te IIrea l property",Schedule CI A"in the X X X X X
"As Reported"column on the lost page of this return.
NONE
RCC,35
COMM~NWE~LTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of ·the State,at the time of death,should be listed in this schedule.
1~97:1.7'7
DEPARTMENT VALUATION
(Do not write in
this space)
1,435.36
8,623.37
11 ,972.77
12,209.71
ESTIMATED
MARKEr VALUE
UNIT
VALUE
ITEM
List and describe fully
Savings Account -Western Pennsylvania National
Bank,Houston,Pa.
Savings Account -Mellon National Bank &Trust
Co.,Canonsburg,Pa.
Savings Account -Mellon National Bank &Trust
Co.,Canonsburg,Pa.
Checking Account -Mellon National Bank &Trust'r ~Ce/V
Co.,Canonsburg,Pa.\.V
%
I~
%~4
3
2
Item
No.
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X $34,241.21
\RCc.-36
,comroN1I'EALTH OF PENNSYLVANIA
Tfu\NSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "c"
TRANSFEIlS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)no
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)no
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)no
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)_~n~o~_
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)_~n~O~_
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others ~------
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)no
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)_~n~O~_
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)__
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM
NONE
DESCRIPTION MARKET VALUE
(Es timated)
NONE
DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
NONE
FtC C-ju
.'
\.~
,CC\MMUNWFAL'IH OF PENNSYLVANIA
fH\:\"SfT!l II\fmRlT/\NCE TAX
n.F~InENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
I:\SrRrCTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly
with another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated lmder Schedule
"A",plus the date and place of'record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-o-wners to
the decedent.
Description of Property,Date of Acquisit-ion,N~me I unit perc;ntage----Esta1;.e-
Address and Relationship of Co-Owners,and Place ,Value Share Valuation
of Record of Instrument,where Real Estate.l
DEPART}lENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
NONE ONE NONE NONE
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.
\,--~N_O_N_E__J
-.
./
en
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"
RCC-37 (12'-63)
C'Ol\t~ION;r~..\l,T!I,OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT D'ECEDENT
SCHEDULE "D"
BENEFICIARIES'
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
James Ross,RD 2,Box 58,!int.in beef cattle,
Canonsburg,Pa.son yes ui juris 1/7th int.residue
Donald Robert Ross,RD2,Box 60
Canonsburg,Pa.son yes ui juris !int.in beef cattle
Marqaret Ross Hootman,
Brownsvi II e,Pa.daughter yes ui juris lj7th int.residue
Pearl Ross Neill,RD 2,Box 66
Canonsburq.Pa.dauqhter yes ~ui iuris 1/7th int.residue
Lois Jean Ross Kinq.
Eiqhty-Four RD #1,Pa.daughter yes ~ui juris 1/7th int.residue
John W.Ross.RD 2.Box 58-A
Canonsburg,Pa.son yes ~ui juris l/7th int.residue
Mildred Ann Ross Cowden.RD 1f4
McDonald,Pa.slaughter yes sui juris 1/7th int.residue
Janet Ross Mozina.
Gravsville.Pa.dauqhter yes sui iuris 1/7th int.residue
A
"
-
Deponent further says that all the above-named beneficiaries are living at this time except below:
NONE
NAME DATE OF DEATH
NONE NONE
RESIDENCE
Will ~NX~~~~X~o.Year .
(Executor-Administrator
must complete "As
Retiorted"column #1.)
D1 THE
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
JOHN ROSS,SR._,a/k/a JOHN ROSS
Deceased
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Late of .North~tr(J~(JrlElJ()'vVl1~~ip.,;..)
It-,
REPORT AND APPRAISAL
Commonwealth of Pennsylvania
County of .,W<?sh.irlgt()rl ..VJc::~a::;>=:c
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George B.Stegenga,Attorney
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Form RC C·10 DEDUCTIONS ALLOWED IN
j
STATEMENT OF DEBTS
AND DEDUCTIONS
ESTATE OF John Ross,Sr.,a/k/a John ROSSLATE OF N.Strabane Twp.,Washington County,Pa.
DATE OF FILING APPRAISEMENT DAT5 OF DEATH --=D::;.,e:.c:.e::;:m=b,;:;e.:...r..;;:2;..:4J.,~19;..;7;..;0:..-_
OFFICE OF THE
REGISTER OF WILLS
AND AGENT OF THE COh1MONWIiALTH
OF _W__a_s_h_in....g.....t_o_n COUNTY
DATE '.NO.OF
VOUCH.."NAMIL OF PAYEE REMARKS AMOUNT
I2/29/}0 Register of Wills probate of wi II &5 short certs.23.50
Washinaton County Reports estate adyertisinq 14.00----+--+------1f--!...U:!~..!.!::I.~~~~~:::J:.:::...:.:::....----+_-=:.:.=..~=-=-.:..=.:...:..:.:.=L-.------_+_--:...::..:-F~-
The Daily Notes estate advertising 12 150
Register of Wills filing inv.&appr.,etc
Reaister of Wills filing Account
James Ross
Donald Robert Ross
Rachel H.Thomas
Dorothy E.Hurley
GeorQe B.SteQenqa,Esq.
Co-Executor's commission
Co-Executor's commission
witness fee to will
estate notary fees
attorney's commission
856 00
856.00
,
5.00
6.00
1,712.00 I
M~1fIfJWI.#~m I
1-2h-71 Speakman Funeral Home funeral bill 1,274.00
1-71 Chartiers Hi II Cemetery Assoc.opening &closing grave 80.00
1-71 Washington County Home &Hospital account balance 280.00
-----jl----+---+----------------f----------------+----+---
COMMONWEALTH OF PENNSYLVANIA'}
W h"t so-COUNTY OF as 109 on .
W~,'ames Ross &Donald Robert Ross,
lJ.1>-..'.
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R C C-81 (2-64)
COMMONWEALTH OF PENNSYL VAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
James Ross &IDonald Robert Ross
(Executor~
IN YOUR REPLY PLEAIiE
REFER TO
38-131-6
J.
In Re:Est ate of ~J~o~hn~R:=o:!.:s~s~a::t../~k~/~a~_
_____....!w:.!.!:a~s::.:hi!::!:·.!.l:ngi;..t.!ao:!.:!n~County - FHe No.63-71-36
Dear Gentlemen,
You are hereby notified that the~__~o~r~ig~in~a~l~__-------------
appraisement in the estate of ~J~o~hn~~R~o~s~s~;_
has been filed in the office of the Register of Wills qf Washin,!ton
County on March 30 ,19-Zl.Said appraisement reflects the
following valuations:
RealEstate _--'-_
Personal Property 3e4~!~2~4~1~.~21~_
Transfer s --,::-:---=:-:--=:--_
Total -..,.--'3~4:r..;Jt.:2::::l4~1:..!..:::::21=____
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 (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date -J.:M:Li:au;r.:.l.c.i.Lh.L..,,:3L1.0~I~JL..;9'7"UJJI.....----------
DATE OF DEATH:December 24,1970
Note:This is not a bill.
Signed ~L<~~~
Title ALFRED TOSI,APPRAISER I
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
FILE NO.63-71-36
(Initial)(First Name)
Estate of_R_o_ss J_o_hn a/_k_/_a DATE OF DEATH 12-24-70
(Last Name)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_-:W::.:a:.:s:.:h.:.:i=n.3g2.: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".
March 30,1971Dated:__==-=-=--.-<...=:..L-=-<....!..::'---_
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for 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",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
VALUE AS REAPPRAISED
$--~---,-,--r--I-~iL..2L.1 21
'3L.•2L.1 21
$
%.•2L.l 21
3L..2L.l 21
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=t=L=ESTATE TAX ASSESSMENTS $
FOR USE OF REGISTER ONLY
Tax on $-----=-"....---=---4-..,..~2%
Tax on $r\lCj /02.,z l~/~
Tax on $5%
Tuoo$lK
Tax on $15%
~e~tioos *
Total Estate -l-__
TOTAL TAX
COMPUTATION OF TAX
$-----r--=...,..,....".4-=--
$----.L,I.'-..L"'7......'"'/'--L.'7~~~:r.~_
$---------4--
$---------4--
$---------4--
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
$
:::::::::~t==
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6%from_____to ....$
AMOUNT OF ESTATE TAX ASSESSED $--~-~L-
Estate tax paid $---Jl-
BALANCE DUE $-----~~
Add interest at rate of 6%from
------lto-----$---------It=TOTAL TAX BALANCE $-------l
PAID $---1'
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
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 t...No.AdmInIstration
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
JOHN ROSS
Deceased
Late of ...NORTH.STRABANE...TOWNSHIP...
County of WASliJNGTON
"
Commonwealth of Pennsylvania
REPORT AND·APPRAISAL
I
,
~
Fonn RCC-2
DE~RTMENT OF REVENUE
B~AU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 1Z7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE Ma.r.ch....3.O'"19.7l .
COUNTY W.?:.~h.:t.pg~.9.P.:.
FILE NO..??::::?.~:?..?..
Whereas,J.9..00.J~9..1?§~I.¥i~late of ~g~.~h ~~~~?~.~.~:!.?~~?~.P...
in the County of w.9.:~~g!:i.<>.p.Commonwealth of Pennsylvania,having died on
the ~~~~day of .?~.~~~~.~19.7.9 ,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,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
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.
Description of Asset
PERSONAL:
See copy of schedule liB"attached to appraisement
total
Unll
Values
$
Appralsemenl
Made for InheritanceTaxPurpolOs
34,241 21
1L..2L.1 21
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this do~.day of ~~~~~
Apprauler
~Number and Street),
..............................................................~,Penna.
(Post Offiee)
,/
.....Washington ...County'
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
J.Q.bnJk?f?~.............D~;~~;;d.
Late of
..,.N9.~th ~t.:I'.~P'.<g1,~'J::9.~.s..h~p..
Date of Death,.+..?:-.?4::::7.9..
Appraisement Docket Vol.,3..?.
Page,131~.6.No ~9.J.~7.1-36
Filed in Register's 0 fJice,.~!'.c??...?9.19 7?.:
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo,ut Appraisement,.
Appeal f"om Appraisement,..
Entered and charged,..
•
I
/"
10 Day ~otit'\-.~~!)f 'ex Duo
'rl~1\rr~\·rf\/.F s r~\'rr:)l.c:>:"l"'-
PEN:'-iSYLV\~L\THA~SFEH L\HERrr;\~\CE 'I'.\X
j -'.
Dat(·~;r.~.~..p.•...~.~.Tr .
•
..James ROODJn, , ,," .
..~~..~.~.J ~.L ..~.~~?~..t ~~~.~~~~g.f.~~~~.!l.~.~:!.:7.,, , .
L:--rATE DATE OF
Ul"~..~~~~,~.~.~.~(,~~~~~~.~.~.~g),..,.DEATH p..~~~.~~~.r.~.,,1.Q.,, .
Date.3-30-71 ~?unry 38-131-6Appr:ll~ecl , , " ,~lie ..
Hl':l.1 Estatt'
..'~
'I
34,241.21
,Joint Accounts ,
.........................................................................~~4.J..~.~.~.~.~.,..............)
Lp.ss Exemplions
Less Debts and
Adnlinistration Expen~es _~.J.!.~.?,~.g.9., .
TAXABLE AMOUNT ...........~.?~.~.~.~..~~'.
T l\X on , ,,.((I:';~..
TAX on ~~.l.!.~~.~,~.~J!J ~,;-{:,!.".~.~.?.~.~.3...,.. ,
Amount Previously Paid
TAX BALANCE 1,747.33
!
lQllterest fronl )~.~~.1Z to ~.:~~.!.!..
6 e'1,747.33................../<>on · ·..· ·..··I
'.1
-331.30
546.04
u··..
C~mmonwcalth of PCI1I1''i\']Yaaia.ADMINISTRATIVE OFFICER I
~C\~\o~y'l
............................:.:.:".
BALANCE DUE CO~-rMON\VEALTH 2.29.1.3'1.....................................................
d./3J 9F6Q
WASHINGTON COUNTY
COURT HOUSE
PAYABLE TO:
REGISTER OF WILLS
DISCOUNT (570 IF PAID WITHIN THREE MONTHS
FROM DATE OF DEATH..r 2-~,/1'71
(/(;'D.pJ....$;2.)2--9 15 ,
fI()~~./~.
WASHINGTON,PENNSYLVANIA
RC C-48 (10-75)
REQUEST FOR LEGAL ACTION Commonwealth of Pennsylvania
Department of Revenue
Bureau of County Collections
Name and Address of Fiduciary (ies)or Transferee
Estate of John Ross
Date of Death 12-24-70
County of \iashington
.63-71-36 Co~No.38-131-6BureauFileNo.__I!'!!l!I!!...---------------------------------
Donald Ross (Deceased)
fames Ross R.D.2 Box 58 C~onsburg Penna 15317
Name and Address of Attorney Atty.George Stegenga Washington Trust Building
WaSbingtonl Penna.15301
The provisions of the Inheritance and Estate Tax laws of the Commonwealth of Pennsylvania
have been violated and I recommend that the following legal action be taken to compel compl iance:
1.~A petition for citation be filed in the local court for failure to file an inheritance tax return.
2.D A lien be filed with the local Prothonotary against the real estate owned by the decedent to
protect the interest of the Commonwealth.
3.D A lien be filed with the local Prothonotary against the real estate owned by the decedent to be
followed by a petition for citation for failure to pay Pennsylvania Inheritance tax due in the amount
of $plus interest from _
4.D A petition for citation be filed in the local court for failure to pay Pennsylvania Inheritance tax due
in the amount of $plus interest from _
I have made the following demands for compl iance without results:
Method Contact
10 day not1ce
10 day notice
10 day notice
Rce-11S reg.mail
Rce-l1S cert emil
Rcc-liS cert.mail
Title
Excr.
Atty.
Excr.
Atty.
Excr"
Excr.
DOnald Ross
Name of Person Contacted
Atty~George Stegenga
DOnald Ross
James Ross
James Ross
Atty.George Stegenga
9-18-75
9-18-75
9-8-75
9-8-75
9-18-75
Date of Demand
8-27-75
1).,-/.)-1~
DATE
!tJL;.
TITLE
USE REVERSE SIDE FOR ADDITIONAL INFORMATION
The appraisement was filed on March 30 1971 in this estate 1 have contacted
the Atty.and he has promised to file the debts and deductions and make
payment but he hasn't done so at this time.I cannot contact the Excr.
James Ross but his sister-in-law Kathy Ross 'V'er1fyed that he is still
liVing at his present address.Donald Ross died JUly 3 1973 and his
wife Kathy Ross is trying to take o'V'er his work of getting this estate
cleared up.W.B.111.225 •
,
j
RCC-48 \12-76)
REQUEST FOR LEGAL ACTION Commonwealth of Pennsylvania
Department of Revenue
Bureau of,County Collectfons
TickleI:'#19EstateofJohnRosa
Date of Death &ecembel'24,1910
County of t-lash1ngton
Bureau File No.63...11...36-----------------.--------------------
'Nllme and Address of Fiduciary (ies)or Transferee Jatnes Roes R",D •.2 Box 58 Canonsbutt,Penna..
Name and Address of Attorney George 8 ...Stenga 516 Washlngton Trust Building.Waahlll9ton
Penna.15301
The provisions of the Inheritance and Estate Tax laws of the Commonwealth of Pennsylvania
have been violated and I recommend that the following legal action be taken to compel compliance:
1.D A petition for citation be filed in the local court for failure to file an inheritance tax return.
2 0 A lien be filed with the'local Prothonotary against the real estate owned by the decedent to protect
the interest of the Commonwealth in the amount of $plus interest
from •(Provide justification on reverse side.)
3.0 A,lien be filed with the local Prothonotary against the real estate owned by the dec,edent to be
followed by a petition for citation for failure to pay Pennsylvania Inheritan~e tax due in the amount
of $plus interest from
4.~A petition for citation be filed in the local court for failure to pay Pennsylvania Inheritance tax due
S 1 1A7 3'3 I·f 3...24-72intheamountof.,....'p us Interest rom ",
I have made 'the following demands for compliance without results:
Rcc-530
1\<;.<;....53\1 cdR.
'Method Contact
kcc-529
Title
Atty
Atty
i.::lxc:t..
Name of Person Contacted
George Stengengn
5-25-77
Date of Demand
5-10-77
W.8.111-225-1521 Let.t.ers nern taken ant on 12-29'-70.The Exer."1~rttil1
alivEl and living at the Game a4df:eea.
6-10-11
DATE Adm.Offi.C_,I ~TITLE
{J//,
USE REVERSE SIDE FOR ADDITIONAL INFORMATION '~,I1.0 /'
-------------------------._-------------'---------------------------~-~-..
$--------
551.27$'_~§~tixi~,,~i-i'l:
$__29.....c,'--l_2.....c2....:..._2_1__$.__1=.L,;7:....::4=-.7:-=.•..=3:::.3__IU
$--------$---------1"1
I'
$---------$---------11
Illi
$__II~
I~':
$ill:-------i~:
$__1_,_7_41 3_3__11,~!
I
IiIi,
i
%Tax on $_
Estate Tax,Act of
May 7,1927
11 bt.end 60 lOO--...----------dollars
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
2%Tax on
6%Tax on
TOTAL AMOUNT PAID
15%Tax on
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of~%from 3...2.e...72
to 1,747.33......,
12-2~70DateofDeath -l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX
June 2.8,1971
s',~,
Itc ~Urn ~[p [L~@,g U~',~-SEA L
-.:;'f ".
NOTE:This Triplicate Receipt ta be retained lor audi_'1'31:""6 '...
'...\i Received by -1-~:p::::~~~'3=-~~::;...:~:::::::~-=---=:---.---NOTE:In accepting the transfer inne~itance tax on future estates,prior to the death of the life
tenant or tenant for years,as evidenced by this r.,ceipt,it is.ynderstood that the Commonwealth shd4.l'''''''''-II''''''/J
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of lhe--l-~~~~~~~~A:::-::::::~~~~~~
life tenant or tenant for years whenever it appears that such additional tax may be legally due and
collectible for any reason whatsoever.
Name of Decedent ..::J:..,;o::::,M="---"Ro:..:.=......<---l
County __W_8S_lU._n....:9'-t_o_n --I
,
,Remarks:I'IiI
I
I II~li
f~:::~~c:mp*..dk,-:e:nnit>ann"~..nn:o:,m;w=(a....~-~-=~'¥....HRI.·'.g...,,:,-,,~~..J:lo~"::'~
,~i RCC.4 (6·74)!~l\
:;i:NO.F79567
i~ll=============================
i!,R~CEIVED Two Thounena.T\1o Hundred N1net
ill James ss
1=',F .Atty-George Stegengat~i rom.
ilh 516 Washington Trust Building,~;Address -----1
rill;~l
I~;63-71....36
~1!File No.
:Date of Payment ------------------l
•IiI-..__.-,.,~_.......~,•~-"..l
Copy OF INVENTORY
Notary PvbUc
Jcnot ~&~rd Robart Rots
thoyClro ;~
Jc!\n 1bt3,Sf.,CI/\Io John nos,.;
:"-".~b ter~~
Co-~
3Jntttntnrg anb !\ppraistmtltt of the goods and chattels,rights and credits which were
of }.Q.~.~..g9~.?.4!~~.~.f.~.(<:!..!2~~~~~Icite Of ~~.~••~~..!~~.!~~.
Washington County,Pa.,taken and made in conformity with the abo'Ve aDida-vit.!
DOLLARS CENTS
Chodllng ACCQunt ...MoUon"'-'ottomst Don!<,11 Trust Co.,~tg,Po.
Sovina'Acoount-MotIon Nationat IkIn!t it TMt Co.,Co~,Pet.
So'llngs Account...Molton t-.!otfonol Bonk &Trust <:0.,ComJnsburg,Pal'
Saving;Aecount-W~om Po.!\'attona'ermk,Houston,Po.
8,623.31
12,209'.71
U,972.'"
,.
TOTAL ,.,.4-••'ilI!,••••~.if;"$·34,241..21'
,
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~,.oM't t~£+.,...'tt't r .r.......',t·.,r..t..-.t••:t.1..;~.+1•."'.-~".~.n :j..'.l.),":_Q
..
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w.,..~.,::;;-:z
r../)--<.:;(/).
IJ.l <tc:;:
en.1"....<.
--~Imn~j .iOO ..~
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C'..uJ'.>-'-(J)ce
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T"-....:,
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b1_••••~1III11II _lIlira.III'__
3~Z4121
I .•
34;24121 T
.00 T