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HomeMy WebLinkAboutOC1971-0131 - ESTATE OF GAMULISCOMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION J IN YOUR REPLY PLEAeK RIP'IR TO NOTICE OF FILING OF APPRAISEMENT JOSEPH J.BENEDICT Infonnant In Re:Estate of__G_~E_O_R_\G_E_'_C_,A_H_UL_I_S _ ___W_A_S_H_I_N_TG_T_O_t_~County _File No.63-71-131 Dear ~lr.ncnedJ.ct: You are hereby notified that the original appraisement in the estate of Ceorge Gamu1ls has been file~\,n the ~f5ice of ~he Register of Wills qf ~~a8hington County on e rU:lIj ,19 ,1.Said appraisement reflects the following valuations: Real Estate 6_5_0__0_0 _ Personal Property _ Transfers ----------o!!Hf-j~~--Total 6_S_0_._0_0__ 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 char~ed. Any party in interest who is a~~rieved by an appraisement may appeal therefrom as provided by law. Date F_eb_ru_a_ry~_S...;..t_1_9_7_1__ /' Signed ~__(""--,;:.....:;./_'_---.;_ Title ALFRED TOSI, ACTING CHIEF APPRAISER Di\TE OF DEATH:April 17,1938 ESTATE INSOLVEIT Note:This is not a bill. -t= (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. E\c;O 00 650 00 650 00 e Insolveni -t= _--!!.A.lilI.J.!,.L.JJ.~~1...-__County,Pennsylvania,do respect- to those items where a greater or r lesser amount represents the sum COMPUTATION OF TAX REGISTER OF WILLS stat TMENTS computation of tax by the Register of Wills,for proper reason, __DATE OF DEATH_4=----=:l..:..7_-3~8=___FILENO.63-71-131 RITANCE TAX APPRAISER iser in and for the County of Washington real and personal property as reported in the foregoing return at he right in Schedules "A","B", "C",and "E". UMMARY TED VALUE AS APPRAISED VALUE AS REAPPRAISED $$-------+-- 0:....- 0= :-_1=c $----JI_ E :-----~t= •~ RCC-39 (5-68) COMMQNWEALWi OF PENNSYLVANIA TRANSFER INHERITANCE TAX S RESIDENT DECEDENT Estate of GAMULIS,GEORGE (Last Name)(First Name)(Initial) REPORT OF INHE I,the undersigned duly appointed Inheritance Tax Appra Pennsylvania,do respectfully report that I have appraised the the values set forth opposite each item in the last column to t Dated:February 5,1971 REPORT OF THE I,the undersigned duly elected Register of Wills in and fully report that I have allowed deductions in the amounts clai lesser amount is set forth in the last column to the right in Sc allowed as a deduction. Dated:February 5,1971 INVENTORY VALUE AS REPOR Real Property (Schedule A)$O.:>U Ul. Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS 650 0 Less Debts and Deductions 650 0 (SCHEDULE F) CLEAR VALUE OF ESTATE E Valuation of life estates or annuities ...................$ ESTATE TAX ASSESSMENTS $ FOR USE OF REGISTER ONLY (@Taxon$$ Tax on $6%$ Tax on $5%$ Tax on $10%$ Tax on $15%$ Exemptions * Total Estate TOTAL TAX $ Less tax previously paid $ BALANCE $ Less 5%of tax if paid within 3 months after death $ BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from to AMOUNT OF ESTATE TAX ASSESSED $ Estate tax paid $ BALANCE DUE Add interest at rate of 6%from to TOTAL TAX BALANC PAID FOR USE OF REGISTER ONLY ADJUS NOTE:Where subsequent adjustments are made to the above same Should be noted below,with short explanation. 1f Will lAdministration)No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF GEORGE GAMULIS Deceased Late of .NEW EAGLE County of ".WASHI.NO'l'.QN . Commonwealth of Pennsylvania REPORT AND APPRAISAL , Fonn RCC-2 DEPARTMENI'OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRiSBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ¥..~.!?~.~~.J.::y.?.2 !.~.!.!. <.COUNTY W~..~..h.!.I.!g~.Q.~. FILE NO•..~..~.=..?.~..:..~.~.~. Whereas,GEORGE GAMULIS.late of N..~:w.Jj;.~.g1.~. in the County of W~U~.h..i..ngt..Q.P.:Commonwealth of Pennsylvania,having died on the ,::L,..7 ~.h day of Apr.il 19 3.8.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Alf.r.e..d T..o..s.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 form~;v~fhbl:~::%~w~..~~~~~..l.~~.,.~:;o~~~~~.~...~e~.~l ~t~~~~~.~:;e....~~.~~l.~~:~.~~...l.~~.~~e 1~~...2L.........~~~~:r:.. ·..;?:::7i ·"··~b~~..·~d..St~;~·t·;..·.. ...~~..............................,Penna. (Post Office) 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 Appral.ement Description of Allet Value.Mado for Inheritance Tax Purpole. $ REALTY: Located in New Eagle,two lots or pieses of ground known and designated as lots numbers three and four in R1nC'.k 17 in 'the ....v~ew Plan of Lots.in Plan Book Vol.2.nal1:e 91. Said two lots to~ether havin~a fronta~e of fifty feet on Third Avenue,and preserving the same width extend back a dis't:lnl"'~nf 100 feet to Stone Allev.(two vacant lots)650 00 , , Total 650 00 Estate Insolvent I I I, I II t> WASHINGTON.................................................................................................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of GEORGE GAMULIS Deceased. Late of NEW EAGLE Date of Death,Apr..i..l......l.7.~..1938 Appraisement Docket Vol.,:::.::3::."i.:::::::::::::::::.:: Page,/J...7....=../..N o ~.~.:..?~.:.~.~~ Filed in Register's Office,..F..~.9..L ~..,19..7.J.. Amount of tax due,$. DEPARTM~NT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement,. Appeal f"om Appraisement,.. Entered and charged,. flo Form No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER '10.000.UNDER SECTION 701 OF ACT OF JUNE 16,1861. EFFECTIVE JANUARY 1.1862,(FILE IN DUPLICATE WITH COpy OF WILL ATTACHED)J OFFICE OF THE REGISTER OF WILLS County of ..\:1~~~Al?-g~.C?~.,,,,.,,.... .,.tJ.¢;:3.~PP..J,..:e~n~Q.;1.qt ',,., , ,of ..l!1~119~~P~:I:~",..W~s.b;1.rmt.Qo.COU1}.ty ~..Pa. (Name)(Addreaa) being duly ~_~9_:r~.according to law,deposes and says that he is the __.._.At.to.r.neJe._.__. (Exec.,Xdm.,Legatee,Etc.) of the estate of..g~g!'s.~__.Q:~~1J~L _whose last residence was .N~w.__E~.g~.~J,..._p.~_,_.._.__... . _ (No.)(Street) __._--.... . ..deceased,and that the whole of the estate of said decedent,who died ._..&.P.r_!.._~.'ZJ,...1938 (City,Borough or Township)(Date) ::>nsisted 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 1ocated in New Eagle.Two lots or nieces of ...Value known and designated as lots numbers three and four in Block 17 in the Riverview Plan of Lots.in Plan Book VJ:>:b.2.page 91. Said two Iota together havirl.Q:a frontage of fiftv feet on Third Avenue,and preserving the same width extend back a distance of ~ 100 feet to ('ItQnE"Allev (tw n va(\~nt:1 nt~\/'$6C)0~;;-V ~/I /l/~f?!Po 1/ ~(/l./L./\r v it,~ ';/l/l?1~~ v./~ Personal Property ."None , .-. I , 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.. j Jointly Held Property r Estimated Value ~- ---------------------------------------------t-------- Transfers within TWO YEARS Prior to Death r 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES RELATIONSHIP OF JOINT HOLDERS TO DECEDENT 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 - - -~---~,-~~~--._~~~-,.....,,.....-~......------------------------------------ RESWENT DECE,:DENT DEBTS AND DEDUCTIONS CLAIMED NOTE''l-ist first five items in the spaces so provided,observe notations thereon,and instructions Funeral expenses paidBartoFuneralHome ..DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN,-------"'-"'--'------"--'------------r---------'------------,----'---'-..,..-,--toKEGISTER ONLY $6'10.00 $ 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 (Taxes have been paid on the vacant lots amount to several hundred dollars) Total 650.DO .....I/1!J:~~1.;;;.Hf.oj'rii'y 3..We Ma.1n .stre.et . (Street Number) Subscribed and sworn to before me this . .................day of ,19.7.],. MQ~,Qngf3,n~l.a.,...P!annsylvania.15063. (City or Town and State) 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. ..H~:>n"be"dS2"":'d""d::::W,I do hS!~~bo';;~:e;..;r:mity ;{a~,~ -J..~7 -,APP~'; In the event that any future interest in this estate is tl'ansfelTed in possession 01'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 intel·est. County,Pennsylvania,do respectfully cept as to tho 'tems where a greater or lesser amount ser 7munt repres ts the sum allowed as a deduction. ..,...\~,!",Uv:riS~' REPORT OF THE REGISTER OF WI I,the undersigned duly elected Register of Wills in and for.. report that I have allowed debts and deductions in the amo s claimed by depone is set forth in the last column to the right in said schedule above,which greater 0 Dated'.~~/.f.7./.., •Form No.RCC-62 (7-69) WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ...q~.q~g~..<;l!3:D:l't;1~.:l;~. Deceased Late of .:N~.~.;Eagle........................ County of ..W~~.l1-:1-rtgton.................... Commonwealth of Pennsylvania REPORT AND APPRAISAL