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Home My WebLink AboutOC1971-0270 - ESTATE OF EDWARDSR C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT CHARLES Em.JARD$-HEIR IN YOUR REPLY PLEA8E REFER TO In Re: Estate of ____ ~WI~1L~IAM2·~H~·~EP~WAR~-~Dw&~------------ _____ ..!W:!!:A~S.!.!H.::!::IN~G:!..:!TO~N'-------County -File No. 63-71-270 Dear Mr • EdWarCis ,'";'5,.. You are hereby notified that the~~~o~r~ig~ina~l~-------------- appraisement in the estate of WILLIAM H. EDWARDS has been filed in the office of the Register of Wills qf WASHINGTON County on July 30 , 19~. Said appraisement reflects the following valuations: Real Estate ________________________ __ Personal Property ____ ~J~,~9~97++·3~5-------Transfers __________________________ __ Total -------------~1+,+997~· .~3~5~---- 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 (5%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ___ ~Jul~y~3~0~1 ~1~97~1~---- Title MADELINE FINNEY, APPRAISER I DATE OF DEATH: March 7, 1971 Note: This is not a bill. ·J . ..,/ RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT r' SUMMARY Estate of EDWARDS (Last Name) WILLIAM (First Name) H. (Initial) DATE OF DEATH 3-7-71 FILE NO. 63-71-270 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". Dated: _..::Jo.>ul=-<-y_3"0""". ''---=l.Lf{{.._,l,__ __ _ ~X·~~- INHERITANCE TA~ER REPORT OF THE REGISTER OF WILLS 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,-e-x~nrs-hose items where a greater or lesser amount is set forth in the last column to the right in Schedule "F'Vwhich reater or les r amount represents the sum allowed as a deduction. ( IWL 3 0 1971 RUSSllli4ARINO Dated:------------- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCH~ULE F) ~:.c CLEAR VALUE OF ESTATE ~~r Valuation of life estates or VALUE AS REPORTED VALUE AS APPRAISED $ $----------~--- annuities................... $ _____ ____. __ ESTATE TAX ASSESSMENTS $ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% $ Tax on$ 6% $ Tax on$ 5% $ Tax on$ 10% $ Tax on$ 57'3 85 $ 86 OS VALUE AS REAPPRAISED $ ______________ ~_ Exemptions Total Estate TOTAL TAX (§: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 $=====::=!== 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 ----------~<0------ $ __________ _J __ __ $-----------4---- TOTAL TAX BALANCE $ ----------+---- 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. IN THE Year .......... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF WILLIAM H. E.PWAAP$ . Deceased Late of. ~c . POl\TJ\LP County of WASIUNGTON. Commonwealth of Pennsylvania REPORT AND APPRAISAL ./ .-t• ' .. ! ~, -·l '~ / Fonn RCC-2 " ,; . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ........ rlW.y. .... J.Q,_. .... lCf./.l. .................... . COUNTY ·:·W.~ij~T.QN ............................... . FILE NO. 6.3.~7.l:::?.7.Q ......................................... . Whereas, ...................................... w:n.4.IAM .... H ....... $P.WNWS. ................................................ late of .............. M~P.9.~ .................................................................... . in the County of ... :.: .......................... WASHINGTON ....................................... : .............................. Commonwealth of Pennsylvania, having died on the ............................ ~.~Y.~~~h .......................................... day of ..................... Mar.ch ....................................... 19 ..... 'll, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania· • Therefore, I, MADELINE FINNEY 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 inheritance taxes at the lawful collateral rate on any such future interest. and assess transfer Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ PERSONAL: CHECKING ACCOUNT IN THE McDONALD OFFICE OF THE UNION NATIONAL BANK IN THE AMI !tiN' of 1 .997.1i; .. Number 71 L.OS173 1.997 135 ; : I ., : I I I I I : - I I ' form~~v!,';~bl:~ ::•rh~swor!l~~~~· ~.~ :r•~b~ ce=~~~~7;~n~ Ap raiser ' ········································································································ ············ ............................................ ( If umber and Street) ............................................... w. .. ~·············· Penna. (Post Offiee W.AP.HJ:N(1l'QN , .. County RESIDENT INHERITANCE TAX APPRAISEMENT ~ Estate of ... WILLIAM ... H ....... EP.WARDS .......................................... . Deceased. Late of ··························McDONALD ...................................................................... . Date of Death, ............... .3.-:!':?.~·~a~ ........................................... . AppraisemeHt Docket Vol., Page, No. .9.'J..-::-.7.l~?.7.P ........... .. Filed in Register's Office, ....... ~~ ... 3..9. ......... 19.1.+. .. . Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Era-mined and Approved, Wrote abo,ut Appra-isement, Appeal f1'om Appraisement, '• Entered and charged, I 1._.....,.,......, ___ ........_.......,...... ___ ......,._....._ __ ~_,~~-··~~--~-~,.,.._ Form No. RCC-62 (7-69) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, j EFFECTIVE JANUARY 1, 1962. (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) ~ 3-1 ( -::< 7 2J. OFFICE OF THE REGISTER OF WILLS County of .. ~~$P.i.~&t;Qfl ........... . -~~-,;~.~~-~4W.~J;'9~ .......... · ................... of .......................................... • ... . (Name) • 1 '' • (Addresa) being duly -------~~~~---------------------·according to law, deposes and says that he is the----~~!~------------------------~--------------------1 (Exec., Adm., Legattt, Etc.) of the estate of __ W~J!_~~--~-!---~~W~~~~--------------whose last residence was J.Jl .. ~~~~y __ §_~;r;-~~~-'---~-----------CNo.> (Street) __ tlc;,~g_g~Jg..J ___ f_~~------------------·deceased, and that the whole of the estate of said decedent, who died ~!..~h_}_,J?J! __ (City, Borough 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. L Y.• . ....,. Real Estate •••• otc Personal Property Checking Account in Bank in the amount ... _.., ..... _ ... ,.#ll.lo. Estimated Vallie . '' ·, ' \ .. ·~ ·~ ·' NONE ~,_ .. ' ~ L25450 . ~ I 1 0 0.00 I I I I I I 2.00 I 55.00 I ~ 12.00 I 1,42350T 1 $ o.oo .00 T . ·-~ . . the McDonald office of the Union National J/+~ •• ·'· 73 405173 of $1,997.35, Number ~ -~~ (Jl v " ---~---- .00 T L997JS 1,42350- 573.85T .00 T 1,997.35 ,. 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. ~............,.,.,_.....,..,......__ ..... ____ ~....,.,-----------------------------!11! .. !11!,----------...... Jointly Held Property ·Estimated ·Val~e· -----------,---------------------~------'-----,----------,---:t---,,-, __ _ NONE ,· ' ''. ( . ~ I ....; l I 0 --------------------------------------------------1--------- $ o.oo Transfers within TWO YEARS Prior to Death NONE $ o.oo That at the time of death there was no safe deposit box registered ih de.cedent'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 NONE THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES .. . .. REI..:ATIONSHIP o'.. . AGE OF LIFE• . S 'RVIVED BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR (State full names of all and their addresses who have illegitimate ch\ldren , STATE YES ANNUITANTS an interest, vested, contingent or otherwise, in estate.) ' 'are involved; set . . OR NO' AT DEATH OF. forth this fact.) DECEDENT Charles Edwards Brother Yes - ' -· RELATIONSHIP OF JOINT HOLDERS TO DECEDENT ,l " t I·.~"' ' I • ' •. INTEREST OF BENEFICIARY I·. IN ESTATEi . Entire RESWE?jT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOT)!f( List first five items in the spaces so provided, observe notations thereon, and instructions. , DEBT OR CLAIM NATURE OF SAME AMOUNT.-THIS COLUMN ~----------------------------.----------~~~=-~~~=-----------.-~~~~--~KEGISTERONLY Quinn R. Banks Funeral expenses paid $ 1 .. 254 50 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Josenh C. Ralston OTHER DEBTS AND CLAIMS Sandra L. Stewart,Notary Saunders Bennett Russell Marino, Register lfWIIIU!AI I x•lii'K''llt.'IIAXXA.oii'IIK ·:·! Administration Expenses • Counsel fees • Fiduciary commission • (*) See Note below Notary fees Rent due Filing Petition DliiiiDlOUIXUX I r· ! 'l -i ' ' . •.. ~ 100 ool Total 1,423 ~0 IJ5t'f L.) -i) Note: The estate agrees to advise the Register of Wills if the amount actually paid in settle ent of any fee, commission oi· debt is greater Subscribed and sworn to before me this ..................... . or less than the estimated amount claimed and allowed. < •• .~?~~~ (Executor-Administrator) . .B. .... D .... #1 .................................. . (Street Number) 11th · · ~-· March 71 ~"~;,~·'· ... McDoru,LD BnROUGH .. ~ulg~t'.,. . P~nnsyl van.ia ............... . (City or Town and State) MY COMMISSION EXPIRES FEB. 23, 1972 Having been duly sworn according to law, I do hereby certify that the above appraisement is inade in conformity with law on this .................... :$0.~ ..... dayof ·······~···························· 19.'1{. ····~-~~···· ~0 ......... ·~. 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 ·inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER QF 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 depon t, except as to t ose 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 \mount re esents the sum allowed as a deduction. Date<t: ......... 1~n. ~o·1S71·~ru~r.,.l .. .-: .. f.'!lf.. . .......... ~ .. ~ .. /.. .0~ ..... . i l!IIUL \) Reg1ster of WJ!ls r I i I i·. ! ,., . ~/ _,. ... .. , ) ~=-- Form ~o. RCC-62 (7-69) to 3 -1 1-.:<. 7 6 ·Will.; l :--tAdministration SNo. · · ........ Year .... . " . ·t .... IN THE MATTER OF THE APPRAISEMENT ., ~ ... 1 OF THE ESTATE OF . ~f::p .. ~~-.~! .. F;~~~~-~ ............. . .. ..._ Deceased -~~ : --.. : :C. '-. --. ~ ·~ ·Late~of . -~~-~'?!3.~~~--~~:w::ough .~ . . . . . . . . . . . . . . ' . . ~ Copnty of . ~~,P:,i:,l,l&ton ................... Cq_Iruv-onwealth op;J>~9nsylvania ,. . ~r-... ~ --(/) • 'I .::::::> -• j ) .::::: .. :: ~ ~ -G? :.r> :-< -_. REPORT"} END:? APP&-~S.AC-1 •c 'I ---t-t~ C) -.: .:. __ < 0 -·'v !1J c---,.i -::::--r--.. ~ :;;;;:: _.,__ ""1::1 .... '-.J . -.. ...... ~-,... Jos~~'Ralafon At~rney at Law McDonald, ~. ! -: ~, ~ ~-J ~ .. \ . ' ...• = ~-/ ·. /j :\\\.•:: .J .-· \ /• · ..... f ' .· ' ... " . ..... ·, 1 •• • ) -. '.-, I' I \ > •• , f ' . '•" _.- RECEIVED NINE'IT TWO and Address R.D. 1 Date of De County ____ _J~~~~~~~----------~----------~ Remarks: v.oo ~ [p [l~ @ruvrn sEAl A''\ .--· ~. NOTE: This Triplicate teceip! to b.11 reta~ned lor audit 3&.&.'].sg4.,..5 '·~ ,If, • : " 2% Tax on $ 6% Tax on $ 15% Tax on $ 573.85 %Tax on $ Estate Tax, Act of May 7, 1927 TOTAl TAX CREDIT less five percentum of tax if paid within three months after date of death Plus interest at the. rate of _6_% from 6-7.-72 to Date TOTAL AMOUNT PAID NOTE: In accepting the transfer inheritance tax on. future estates, prior to the death of tenant or tenant for years, as evidenced by this receipt, it is understood that the C01nm,onv.rl!alth' not be precluded or prevented from hereafter as.sessing additional inheritance tax at the death life tenant or tenant for years wnenever it appears that such additional tax may be legally due collectible for any reason whatsoever. · ~I dollars $----------------·~ $ ________________ _ $ ______________ __ $ 86.08 $ ________________ _ . 'J ._~ t IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA, . ORPHANS' COURT DIVISION !;!STATE OF ) ) WILLIAM H • EDWARDS, ) No. G:3-1l-~7tJ. DECEASED ) ) PETITION FOR SETTLEMENT OF . SMALL ESTATE TO THE HONORABLE, P. V. MARINO, JUDGE OF SAID COURT: The Petition of Charles Edwards respectfully represents . . 1. That he is the brother and only heir of the above captioned decedent and resides at R. D. #1, Bulger, Smith Township, Washington County, Pennsylvania. 2. That William H. Edwards, a resident of the Borough of McDo~ald, Washington County, Pennsylvania, died intestate, unmarried and without issue, in the Washington Hospital on March 7, 19.71. 3. The gross val~e of the decedent's estate does-not exceed $5,000.00. The sole personal property in the estate of said decedent is a checking account in the McDonald Office of the Union National Bank of.Pittspurgh in the amount of $1,997.35. 4. That the only he1~ of.said William H. Edwards, Dec~a~ed, is your Petitioner, a brother. 5. Following are the only debts of the decedent, which are admitted and which have been unpaid: a. Quinn R. Banks, Funeral Director Total burial bill $1,254.50 To be reduced by .social Security lump sumpayment to funeral director 192.00 Net balance due funeral director $1,062.50 -1- l • b. Saunders Bennett Rent for March, 1971 c. Joseph c. Ralston, Attorney Attorney's fee on Small Estates d. Russell Marino, Register of Wills Filing this Petition e. Sandra L. Stewart, Notary Public Notary fees f. Russell Marino, Agent Net Inheritance Tax due the Co~nwealth after the deduction of expenses TOTAL DEDUCTIONS Net for distri~ution to your Petitioner $ 55.00 100.00 12.00 2.00 $1,313.!8 as the sole and only heir $ 684.07 -. . . 6. The Petitioner requests the Court pursuant to Section 202 of the Fiduciary's Act of 1949, as amended, to direct distribution of the decedent's estate to the creditors as above named, with the balance to your Petitioner as the sole and only heir. And he will ever pray, etc. ~harles Edwards We, the following creditors, do hereby certify that we have examined this petition and find that the amounts due us in said petition are true and correct and ask the Court to direct payment of aid sums o Saunders Bennett -2- (\, ,.. r. ' . COMMONWEALTH OF PENNSYLVANIA) ) ss: COUNTY OF WASHINGTON ) ' '. ·-, Personally before me. the undersigned authority, appeared Charles Edwards, the within Petitioner, who, being duly sworn according to law, deposes and says that the facts contained in the foregoing Petition are true and correct to the best of his knowledge and belief. Sworn to and subs~~ before me this day of March, 1971. ~;t:~ _ ·NOTARY PUBLIC . ·: : ·""• "· ffffJIIMtr, mn~ 'fJM.tt McDONALD SOROUGK . W.UHINQTON C®tiJY MY ftfJMMI~SION EXPIR(S F£8. ~. Wif -3- .-. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA, ORPHANS 1 COURT DIVIS ION ESTATE OF ) ) WILLIAM H. EDWARDS, ) No. ) DECEASED ) ORDER OF COURT . /Jd . AND NOW, to-wit, this ~-Gay of March, 1971, the within Petition filed in open Court, upon motion of Joseph c. Ralston, Attorney for Petitioner, the same is directed to be . . , filed and the Union National Bank of Pittsburgh, McDonald Office, is hereby directec;l to ~ke payment. of ;the balance in the account of the decedent, William H. Edwards, to Charles Edwards and the said Charles Edwards is hereby directed to make payment from the said balance of $1,997.35, as follows: Quinn R. Banks Saunders Bennett Joseph c. Ralston Russell Marino, Register Sandra L. Stewart,Notary Russell Marino, Agent TOTAL Balance to sole heir, Charles Edwards $1,062.50 55.00 100.00 12.00 2.00 81.78 $1,313.2~ $ 684.07 ' ' .• • ~ No. l, 3-11-~7() ESTATE OF WILLIAM H. EDWARDS, DECEASED PETITION FOR SETTLEMENT OF SMALL ESTATE \\ORDER OF COURT !k~~,, I~ 1\), .fj !t ::: : '!~ -~.'_ .., ~· --. J ' -.. .: -. ··- "' -'-J ---:;_..; ::--:, '•J ~ ~~·. <0 '-<:>::;;;;:- ;-,,., ...... _~ :·o .,.,......; ~ "'""' -o;_;r.; !.::... Co 0 -I::--JOSEPH C. RA:.l.STON ATTORNEY AT LAW PROFESSIONAL BUILDING McDONALD, PENNSYLVANIA I)_~-~?~~ .. dWil~~·.f~:.. ... · .. ·-~--:~j