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Home My WebLink AboutOC1971-0118 - ESTATE OF BICKERTONRCC-Sl (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Edna M.Bickerton (Executor YD~~ IN YOUR REPLY PLEAI. RII:P'.R TO 38-137-7 j In Re:Estate 0 f \::..:.;~h::·l::l~i:.::am==-..=.F..=..-=.B::i\l.::.:k~e:::.:r:....:t::..:o::.:;n:........_ ____--'"ltl:.l<a:.::::s~h~i=...lngQ..t~on~County - FHe No.63-71-118 Dear Mrs.Bickerton, You are hereby notified that the ~Q~r]~'eg]~'na~,l~_ appraisement in the estate of William F.Bickerton has been filed in the office of the Register of Wills qf Washington County on June 2 ,19 71.Said appraisement reflects the following valuations: Real Estate _ Personal Property __~80~0~.6~6~_ Transfers -:-----,,....,...._ Total ...,....:8~0~O:..l,.~6~6 _ 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 (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"""un=e"--=2::..l,.......,.1::...<97:.J...:01=--_ Title FRANCES LEO,CHIEF i~PPRAISER DATE OF DEATH:September 23,1WO Note:This is not a bill. ----------------------------------------------....., ~1 RCC-3'9 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Bickerton (Last Name) William (First Name) F. (Initial) DATE OF DEATH 9-23-70 FILE NO.63-71-118 REPORT OF INHERITANCE TAX APPRAISER J1ll1e 2,1971Dated:__---':<.='-""<---""-.~:..L.'-=---- I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of vlashington 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"• .;r~rf~PRAIS~ 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 $-------+--800 bO 800 66 800 66 800 66 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 $---------t---2% Taxon $@ Tax on $5% Thxoo$lK Thxoo$l~ &~ptioos • Total Estate --l-__ TOTAL TAX I COMPUTATION OF TAX $---------4-- $---------4-- $---------4-- $-------4--- $---------4-- $----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 :----It:: $=======L== BALANCE OF INHERITANCE TAX DUE $l= Add interest at rate of 6%from_____to $----l AMOUNT OF ESTATE TAX ASSESSED $------IL-- Estate tax paid $--Jl- BALANCE DUE $--JI____ Add interest at rate of 6%from -----tto-----$-------lETOTALTAXBALANCE$------I PAID $...1 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 ..................\rJI.~L..r.A.1'I ..F.~...:sr.G~T.()1'J ... Deceased Late of TIULIGHT................................................................... County of "V1ASBJNG:'l'ON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~, Flinn RCC-2, COMMONWEALTH PENNSYLVANIA DATE ..........June.....2.:,.....l.gz.l........................................OF..DEPART~T OF REVENUE RESIDENT INHERITANCE TAX .....Y.f.~.~.h.~.!?:e.!~2.!?:..............................................BuItEAU OF COUNTY COLLECTIONS COUNTY HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.63-71-118................................................................................................ Whereas,...........................................W.ilJ.j,.Q,ffi....f..~.....~t.9.k~;r.~9..n ...................................late of ....................~~~.~~.e;~.~............................................................... in the County of ........................................W.~~.h.~gt.9..n..............................................................Commonwealth of Pennsylvania,having died on the ......................................?,?,(t..............................................day of ..........~.~.p.~.~~.~~.....................................70 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...................................FRAN.c.ES....LE.Q.............................................................,an appraiser duly appointed according to law, haying 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraIsement Description of Anet Values Made for Inheritance Tax Purpoael $ PERSONAL: X Proceeds for balance due decedent under Federal "BMCK LUNG" Law---------------------------------------------------------------BOO 66 -- form~;~':fh bl::~:~:.w~~~~~:~~::~~;~~~~t;..:=::7:;:~~i~::~e~?! I I A praiser ....................................................................................................................................................................LA.J (Number and Stret!) Penna..............................................................~.........................., \ I ·WASHOOTO.N........................................Cou"/Ity RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ....WILL..IAM f..~;;3,:I:.G.KE.::Frr.QN . Deceased. Late of TvITLIGHr....................................,. Date of Death,9:::'.23.~7.O'. Appraisemellt Docket Vol.38J•••••••••••••••••••••••••••••••••••••••••••••••••••••• Page,r?.7=7.No ??:?.~:.~.~ Filed in Register's Office,J.W1.~~19.7;k . AnuJunl of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,l/t Appra.isement,. Appeal ft-om Appraisement,.. Entered and charged,. • Ii -'" t. .. Form No,RCC·62 (6·70)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER 110.000.UNDER SECTION 701 OF ACT OF JUNE UI.1981.JEFFEC'UVE JANUARY 1.1982.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) C,Y-7/-//Y OFFICE OF THE REGISTER OF WILLS County of ..~i1l.~1}:!-~g,t.QI).••.•..••.•..• ......~~n~.~:..~~~~.e.r:t~~'of ..~..~•..~?.~~~.~.2.~~.~~.~r:~~:r'.~~?~~~~~.~~. (Name)(Addrellll) being duly .§~~~~~. . .__._.according to law,deposes and sa)'s thatSle is the ~.Qm~n,i.f?t.:r.~t);'JJ5,_.~~~__._.......__ (Exec"Adm"Legatee,Etc,) of the estate of_._._~~~!~_~_~_X_:__.~~~~~E.~.~~...whose last residence was _.._R._O'~__. ...__..__._..._-. (No,)(Street)1970 --.--Twilllht__.a_9J~Q!-Jgh,.__.__..deceased,and that the whole of ~he estate of said decedent,who died ._._.__~~p_t~~!:?~.;,...~3 ,/ (CilY,'1Iorough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,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 AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated NONE Value /~,-.---.- .J ~)n ~A~, ()/f~/'-l~7J-Ir '1'//\e-~f/ '-...//II'LJ Personal Property Proceeds for balance due decedeat under Federal "BLACK LUNG"11o-t<.dl'N Law---------------------------------------------------------------$800.66 .."- .."S;'r . . ~>r .., NOTE:You may expedite the processing of this return by filing with it,and as a part of t.he return, letters from .financial institutions or mortgage holders,oertifying 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 hvlder 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 NONE Value .'".:..-, - -,. ('r -,.~s .S-.- c;-. C' - 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:- 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 NONE - BENEFICIARIES ,..,• r RELATIONSHIP,SURVIVED AGE OF"LIFE ~, BENEFICIARIES AND ADDRESSES (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 interes~,vested,CO.D~nKe!!tQJ'..9th.!!t'!.i§.e...i!I_e!!.~teJ __arlt.i!lyQ.\y'eg,_~t__--oR-N{)-,-~:r_Q.~.AIR_QF:_____IN ESTATE forth this fact.)DECEDENT Edna M.Bickerton tAli TP VP!=:not aooli-Entire interest, R.D.2,Box 221 cable per Will attached Charleroi P::I 1 C;n22 . I RESU)E,NT DECE;DENT DEBTS AND DEDUCTIONS CLAIMED N<1I'E'List ~rst five items in the spaces so provided observe notations thereon and instructions,, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN KEGISTER ONLY Funeral expenses paid $$ 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 Total 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. Subscribed and sworn to before methis !?:.d...~.~q ..~..7:?~~..,...ftl<,oC(JEI~inistrat }. ......,day of ~/u...1971 "'~~?~"~""~'C?~"~~'~""'"''.~#-<'dL)..4-//~~174 HJ.JmINSDf'J,Notary Public (Street Number)~.-.~~.....r HARlEROI.I'/ASHINGTQN CQ"~har1eroi Pa.15022 My Commission expires'Aprif30,'1973rcity '0';'To'~~·~;'.d'St~t·ei . Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this ..................~dayOf ~,19.71..(\.........tJ1~.t:P~~.~. Apprlli.er In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heil's 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. REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set fort~in the last column to the right in said schedule above,which greater or lesser amount represents the sum allowed as a deduction. Dated:..~,. .Register of Wills ...,Form No.RCC-62 (6-70) WillAdministration }No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF William F.Bickerton Deceased Late of ....~~~~.g;~~Borough................................... County of Washington............................................................ Commonwealth of Pennsylvania REPORT AND APPRAISAL oC..'~'~ t" (~:-;J ~i'I~-~_..\\\-;:' (;:fj r;-;.-~,.,._..~""::.:-.(:;'.~ _-7 .;I ,j.':,'.;-,'~., .~~~( '\'.-:~ r~~.._0.o :~:'co • ..c"-......-.,...":-, -0 r-(") :'-7 u-~ -~..,--..-':s:'~~-~...'" .-> , ~ 0 1 Vi V. VI t__ VICTOR E.RIVA,ESQ. P.O.BOX 115 CHARLEROI,.I:A~150221 ( t. DEDUCTIONS ALLOWED IN J .., ,.....'"$..3:v 5...7.7.,~~ ~6 1979.'~uSSELL MARINO...~,',..,". w.~'"' THE SUM OF (;J-;/-//?' STATEMENT OF DEBTS AND DEDUCTIONS -rlJ -..JY-/J7-7 LATE OF _-.:.:Tw:..;.:.:i=l:..:i.:;::g~h_t:......B::..o::..r::..o..:.u::..g~h _ September 23,1970DATEOFFILINGAPPRAISEMENTDATiOFDEATH__..:..=..L-_ ESTATE OF William F.Bickerton AND AGENT OF THE COMMONWEALTH OFFICE OF THE REGISTER OF WILLS WashingtonOF COUNTY ~'-Form RC ('",10 DATE NO.OF VOUCH,""NAMIL OF PAYEE REMARKS AMOUNT Edna M.Bickerton.widow. Russell Marlno,Reglster ot Wills Family Exemption. Probate ot Will and Short Certificate ~1 500 00 11.1.SO Washington County Reports.Le~al advertisin~lU 00 Monon~ahela Publishin~Co. R~ssell Marino,Register ofWllls. Legal advertising in TheDallvHerald Ft'lin~fee of Inventory andaIleapapers.6 00 F.J.Buckley Agency,Agent Fiduciary's Bond premium tor United States t'ldetty-'& Guaranty Co. 10 00 Eer~uson Funeral Home1---+---1-------<1--Comnlete funeral 1 E;E;n nn Kurtz Monument Company Grave Marker,180 00 Rev.Robert Guffey Dr.Richard A.Fine~old Funeral Church services, tla.lance on .t'roIess~onal services 25 00 u.n nn Borou~h of Charleroi Elizabeth J.Mugrage,NotaryPublic. Ambulance service. At·tldavlts to Inv~w~~ry,State Return and State/or 'Debts l'lnn 20 00 Deductions,5 00 Edna M.Bickerton. 'y eTA Comm;ccinn 1 nn nn Victor E.Riva Esa.Estate counsel fees 100 00 ~--+---+--+-------------_+_------------_+---t_-- oM Jf'77.(,)0 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Washington S.: Edna M.Bickerton,Administratrix CTAI,HEREBY CERTJI"Y,THAT.TO THE BEeT OF MY KNOWLEDGE AND BELIEF,THE FOREGOING 18 A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES 0 ... AOM..,a,.",o.auaM"no TO THE ESTATE OF Wi J1 ia~:t:.~~:ArcCEAEAUSIL:O,AASS DDEDUCTION(SL.":,R) INHERITANCE TAX PURPOSES.~~_ff1 ~.. aw~o aEFORE ME TH'a /fR dOA'OF Edna M.Bickerton .d%t:;;:lj,~ ELIZABETH J.JOHiJSOr~.NcliJry Public CHARLEROI,WASIfINCTml CO..PA. My Commission expires April 30,1973 r r" I. , r ."\,'-"J .(~'r C.,'.11 ,.,. '1 \"~R \1 P"\~i'.'11 RUS~~I.\",INO REG\SI ~l).\.i::\'!\LLS\'JI\SH\N~'ICH CO ..PA . .'"" I .....:. ..., ---~.~3 -7/-//{J '-/ I,WILLIAM F.BICKERTON,of the Borough of Twilight, Washington County,Pennsylvania,declare this to be my last Will and revoke any other Will previqusly made by me. FIRST:I direct that my just debts and funeral expenses shall be paid~from the assets of my estate as soon as practical after my decease. ,f· ~I SECOND: remainder of my estate, ever,unto my wife,EDNA I give,devise and bequeath the entire both real andpersonal,of any.nature whatso- M.B~CKERTON,absolutely and in fee simple. THIRD:In the.event that my wife,Edna,shall predecease me or in the event that we should become the victims of a common disaster in which we should suffer a simultaneous death,then I give,devise and bequeath the entire rem~ina~r of my estate,both real and personal,of any nature whatsoever,in equal one-pixth shares as follows,to wit:an undivided one-sixth share to FRED R.RISKEY, an undivided one-sixth share to ELMER T.RISKEY,an undivided one- sixth share to ROSE WHITE,an undivided one-sixth share to MARY E. STEWART,an undivided one-sixth share to OLEADA'MAY~ALESSIO,these being my wife's children,and to be shared among them per stirpes, and an undivided one-sixth share to the children of my stepspn, JOSEPH E.RISKEY,share and share alike,absolutely and in fee simple. FOURTH:I hereby authorize and empower my personal representative to sell and dispose of any of the assets including real property to effectuate the purposes of this Will and that she shall do so without prior.petition to Court or posting a bond therefore. FIFTH:~I authorize and empower my personal representative hereinafter named to serve without .the posting of bond and that if any rule or law require a bond to be posted that no sureties be required thereon in the administration of this estate. SIXTH:I appoint my stepdaught~r,MARY E.STEWART, as Executrix of my Estate. IN'WITNES~WHEREOF g I have hereunto set my hand and seal this /9/Liday of '.....J<--'L.,,1968. r/() William F.Bickerton • I1 t t 1IIfI Ii':., •I r 'I' /I~. of .e-~-c:'~-=-?'-:-.'C.(;, ':t". .I i The preceding insttument was on the above day signed" .1)l~~hed and declared by WILLIAJIl f .•·...BICKERTON,the Testator herein i nq~~d as and for his Last Will and Testament in the presence of us,I who,at his request and in his presence and in the presence of each I other have subscribed our names as witnesses hereto. '//Jc.<:d-r.. I .. ]:.••:..0 • H: it, " I }1;__3'.,71.//8J l\ffibuuit (@f 1£xrrutnr (@r l\bmiuistrutnr ~tntr of 'rttttsgiuntttn l ClLoutttg of IIns4tttgtott J~s: Personally before me,the undersigned authority,a .~.~~~.~Y p.~~~.?:~in and for said ~:~;~Ya::~d~~:t:~~~~:a:::o~~~·~:;·:~~···~~~·~·~~:t9·~~··~h·~··~~~~d~·i~i~::a~;;~:~:' tate of ~~Uj~.~..f.·~~.~~~.~t9.!'!-deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ..w..i.JJ:.i.gm..f.~...j;i,~Js~.:r.~on 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 lp t'it0ve nam~d Administra1IDtx CTA SWOt a ~subscrib~)before me this /~.. }~~L..D ~;,.~~f ~1977I .~¥l Q{.I:H..k.1.. ((P'-".'.....•.......~;,l/JIilOOlmt-Administ a1nix eTA ADDITIONAL INSTRUCTIONS 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 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will 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 ~tturtttorg nub !\pprntsrmrttt ,of the goods and chattels,rights and credits which were of ~Jill.iam::F .Bi.cke.rto~.late of T\\:ilight Bor.o.ugb.. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS ,_:========~===========~=-~~-~-~------~--=~-=--=---=--~I EST ATE Proceeds for balance due decedent under Federal ~ "BLACK LUNG"Law------------------------------------------I $800 66 REA L EST ATE NONE i~ ol-s-/3 0..3-/,/-//j' Inventory and Appraisement IN THE ESTATE OF William'F.Bickert6n................................................................................c Filed ,." oC --J 19 . :::>.J __"':-;::~t P ,.~"~?C?~.~ .::;.(J~ ....;,.?~.-~~I_.\::...- '-:;.,,-.."""-,,,__;'0-• ---~?;::.:.J .,- -.....J v...=- '.1 :-"-:-•r-Jo__"<,' ;,"::-:-o[~'O g~(f)..s: VICTOR E.RIVA,·ESQ. P.O.BOX 115 CHARLEROI,~2 •~Y'a!t -S,L. ~-5 COp'Y~OF INVENTORY not•..,public Edna M._Bickertan 8 Wi111a11 F.I!okerton 1'1JI.ctA 800.66 800.66T ~.~+_....~......-........~ Willla11 F.I1clcertoa "i.etA 3htntutnrg nUll !\pprnilitmtut 01 the goods and chattels,rights and credits which were WUli..F.I1ckutcm ...lqht l.cuP 01 ·.·..late 01 ···..·····. Washington County,Pa.,taken and made in conlormity with the above affidauit.' DOLLARS CENTS P~ed.for bal.nee due c1ece4ent under FeaeNl "BLACK LUNG-~._•••••_._-_.-••_•••••_•••••••-••_........*800 66laXr11 RIAL----EStAtB.._.....~.. .".'J.t·"" ( !1 11 1,S 0 ().O 0 14.50 14.00 12.50 f).00 10.00 1 S 50.00 1 80.00 25.00 40.00 20.00 5.00 1 0 0.00 1 0 0.00 !1 3s 7 7.00 11 t! !1 _........•.6 ~.... ,. !'t- .'"-J .'LLS ,I.1·0 P.I••1""'1.