HomeMy WebLinkAboutOC1971-0289 - ESTATE OF WASHINGTON-;--.. /
RCC-81 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT .O,F REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
ATTY. JAMES C. BANE
(Executor~
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
38-151-8
In Re: Estate of ___ J_M-_1E~S~W:.....:·~Vl_AS_:.::__H:...:..I:...:..N:.....:G:.......TO__::_N:.___ _______ _
_ W_ASHI--'-'--'...:;:__N_;G:c...;.T_O-=-N'----County -File No. __ 6'--'3"---7_1_·--=2;;_8..:..9 __ _
Dear l-1r. Bane,
You are hereby notified that the __ -=o=r=i::..;g;>-!i=n=a=1 ___________ _
appraisement in the estate of JAMES W. r.vASHINGTON
has been filed in the office of the Register of Wi lis of WASHINGTON
County on September 28 , 19_12, Said appraisement reflects the following
valuations:
Rea I Estate ___ __,3"'"',._,5~0:..0=-.L. =.0=.0 _____ _
Personal Property ___________ _
Transfers ______________ _
Jointly Owned-------------
Total _____ _c3>!_,.._,5,_,0.,_,0"-l.~O~O~----
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 nine (9) months
(fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from date of death,
interest at the rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as provided by law.
Date September 28, 1972
Title APPRAISER II
DATE OF DEATH: March 11, 1971
Note: This is not a bi II.
~ .. R'CC·39 (s-se)
COMMONWEALTH OF PENNSYLVANIA .
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
"· ~ '.. .
SUMMARY . . .
Estate of WASHINGTON JAMES w.
(lni~ial)
DATE OF DEATH. 3-11-71 FILE NO. 63-71-289
(Last Name) (First Name)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed lnhf;lritance Tax Appraiser in and for the County of WASHINGTON
Pennsylvania, do respectfully report tJtat i have appl'aised the rea.l and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right ill Schedules "A", ~'B", "C", and "E".
Dated: September 28, 1972 ~¢.£/)~4:
· INHERITANCE TAX APPRAISER
. 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 deducti~;~ns in the amounts claimed by deponent; e~cept as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "f., · or lesser amount represents the sum
allowed as a deduction.
Dated: SEP 2 9 197:2 RUSSELL MA~INO
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
Taxon$--------~--~~~~Taxon$----------~1~~~~~~~~
Taxon$------------~--~---5%
10%
15%
Taxon$ ______________ ~--~--~
·COMPUTATION OF TAX
$--------------~---Ri; f:..7 $----------~U4~-$---~-~---4----
$~~~--------~--
$ __ ~--------4---
VALUE AS REAPPRAISED
3) 5 Q 0 .0 0
6 0 55.:, 2 -
... j l;444Jt8 5
L U ~. 4 .!: 8 -,
.00 T
Taxon$------------------~--
Exemptions=======:::t:==
Total Estate --------......-----1--.,..-
TOTAL TAX
*
$-----------~----
(*) 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 $------1~-
Estate tax paid $ ________ -..L.--~
$~ .. ~1
$ ,... .. --.....,.;-----J.....--
BALANCEPUE $-~-----L---
Add interest at rate of 6% from ----------~10 $-----------41----TOTAL TAX BALANCE $-----...,--..,.....l-_--
PAID $--.-----...J.L.-~
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax. by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
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Will
Administration ( No.
IN THE
Year ........... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.:TN.1:B;$ W. W.Pt,$HINGTON
Deceased
Late of ...... WA..$I.P:~.G.'J:'9.N
County of WASHINGTON
Commonwealth of Pennsyl~ania
REPORT AND APPRAISAL
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COMMONWEALTH OF PENNSYLVANIA DATE --~~P..~.~~'J::>.~~--.... ?..~ .. '. ........ !..~7?. .. .
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS RESIDENT INHERITANCE TAX
'APPRAISEMENT
COUNTY W.~.~~-~1'9,~ .......................................... .
./
HARRISBURG, PENNA. 77 12 7 FILE NO. § .. ~.::~:: .. ?.!..:: .. ?..§..~ .............................. .
Whereas, ............... ~~.§ ..... W..!! ..... W.~sa:u~J.G.T.9.N. ...................................................... late of ........ WASHINGTON .......................................................... .
in the County of ...................................... ~~~.~§-~9.~ ......................................................... Commonwealth of Pennsylvania, having died on
the .............................. ll.t.b ................................................ day of ............ March. ............................................ 19 ...... .71 seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ........................... DOMIN.IC .... R. ...... DeMARIA .............................. , 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 and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Description of Asset Unit
Values
Appraisement
Made for Inheritance
Tax Purpoaes
$
REALTY:
SEE COPY ATTACHED TO ~P'P'Q~T~F.MF.N-":) I:'"' "" .,
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form~;•!;:fhbl:~ ::~h~w<>l"D"~tol~~: ~.~ !ere~~·;:::::is 7ade1~~
Appraiser
............................. 0.2~' .................. , Penna.
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.. Y.:~~ w .. Wl.\$~:u'IG.':r'9N.
Deceased.
Late of
WASHINGTON ..•........•.....................•...•.....
Date of Death, ............. 3..~_:\,.l.~.Tt ...................................... .
Appraiseme1!f Docket Vol., .... 38 ......................................... .
Page, ...... ~5.1.,.,.8. ............ No ............ 6.3.~.7.1~.2.8.9
Filed in Register's Office, .Sept .•..... 2.8 ..... 19 ..... 72
Amount of tax dtte, $ .................................................................. .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Apfrraisement,
Afrpeal j1'om. Atpraisement,
Entered and charged,
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I!HH\G' (' ,... \ I • t "Q I\ I 0 iivU v-;; L: .• ~~~-'·' i::-; t:"' r"\ ~1'1: : P~.ECI·S1EH Of WiLLS ~ASr-1\N.G'TON CO .• PA.
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LAST WILL , AND T:8ST A.M8NT
I, JAMSS W. WASHINGTON, of the City of Washington,
County of Washington and State of Pennsylvania, being o~ so~nd
and disposing mind, memory and understanding, do hereby mak~,
publish and declare this my Last Will and Testament, hereby re-
voking and making void any and all other Wills by me heretofore
made.
IT~M 1. I direct my Executor hereinafter named to
pay all of my just debts and funeral expenses as soon as may be
conveniently done after my decease.
ITEM 2. All my estate real, personal and mixed of
whatsoever nature and wheresoever found I give, devise and be-
queath unto my daughter, LAURA .JEAN LINDSAY, her heirs and
assigns.
ITEM 3. I hereby nominate, constitute and appoint
J4.f.:lSS c. BANB, ESQUIR:S, Washington Trust Building, Washington,
Washington County, Pennsylvania, as the Executor of this_my
Last Will and Testament.
IN l:'VITNSSS WHH.:"REOF, I have hereunto set my hand and
seal this ~day of July, 1965.
SIGNED, S9alen; published· 1:1nd· daclarad by the said
JAMES W. WASHINGTOl'~, to be .his Last 1T1ill and Testament in our
presence, who at his request and in his presence and in the pre-
sence of each other, we believing him to be of sound and disposin
mind, memory and understanding, have hereunto subscribed our name
as· witnesses·.
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Form No. RCC-62 (6-70) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER 810,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, J EFFECTIVE JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)
' 6J-71-~&''/
OFFICE OF 1,"HE REGISTER OF WILLS
County of ... Wt~.f.IlNG'rON .......... .
. . . . . . J:./U1;E;~. 0 .•.. ;al\.1.\f~ ........ · ................... of .. YJ:S:~:t.l.~r;tg_~q!,l,, . f~.:Q!).f!Y.+ Y~r;t~.B: ............ .
(Name) (Addreu)
being duly ________ f1!_W.9_~!! ____________________ .according to law, deposes and says that he is the ----------~~-~~~~_9-~------------------------------CExec., Adm., Legatee, Ecc.)
of the estate of ___ J~S ___ W_. ____ W~4§J.U:_N_Q~Q]1 ___________ whose last residence was ____ }Q9 ___ flt_@fJ~~---AY.~:Q~~-------------
CNo.) (Screec)
_Q~_'t;,Y-___ 9_.f __ }ii§.~_:g.~_~g-~-9.~--------deceased, and that the whole of the estate of said decedent, who died J1?.:J:.'_Q.:Q. ___ ll._,_ __ l_9Jl'
(Cicy, Borough or Township) (Dace)
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 Az;m RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
ALL those two certain lots of ground situate in Sixth Ward, Cit""~: -
of Washington, Washington County, Pennsylvania, Lots Nos. 61 anc
62 nlan laid out bv A.M.Todd Esa •• Assim1ee of James Linn. Sr. .
recorded in Plan Book 1. Page hl. In names of James w. /
/
Washington and r-1ildred Denson Washington, his wife. Mildred /
Denson Washington died January 20, 1961, thereby vesting full
and complete title in James W. Washington. DEED BOOK 1011,
PAGE 1)16. 3,500.00
(Yf(
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-
~
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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 8igned 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, · '
----~----·-----~-~-~---~~~------------------~~~~~~~~~~------.-.... ---1111!11!1--l!lllll
Jointly Held Property
NONE
Estimated
v,alue
..•.
-------------------------------------------------------------------------------------1---~---------
Transfers within TWO YEARS Prior to Death
NONE
That at the time of death. there was no safe deposit box" registered ih decedent's inaividual 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
Bank
lvania
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
w. Washin ton or
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS
an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO, AT DEATH OF
forth this fact.) DECEDENT
Laura Jean Lindsav Coleman Daughter Yes
l22Q:Z Corlett Avenue
Cleveland. Ohio hLJ.Or5
_,_
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RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
Dau hter
INTEREST OF
BENEFICIARY
IN ESTATE
All
RESB).ENT DECE;DENT DEBTS AND DEDUCTIONS CLAIMED
... NOTE: List first five items in the spaces so provided, observe notations thereon, and instructions.
_________ D_E_B_T~O~R~C_L_A_IM ________ _,----------~N~A~T~U_R_E~O_F=~s-A:M==E==========~===A=M=O=U=N=T~==~-T-H_I_S_C_O_L_U_M_N __ ~tEGISTER ONLY
H.D. Burch Mortuary
Russell Marino, Reg.
James c. Bane
James C. Bane
OTHER DEBTS AND CLAIMS
Washington Co. Reports
Observer-Reporter
H. D. Burch
Montgomery Ward
Weber Furni tureCo.
Harry Cook,
Malcolm Morgan, Co. Treas.
Harry Cook, City Treas.
Vicky Thomas Columbia Gas Company
West Penn Power Company
Mae Herceg
Funeral expenses paid
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees •
Fiduciary commission *
( * ) See Note below
Advertise Letters
Advertise Letters
Ambulance and hearse
Account
Account
1971 School Taxes
1971 County Taxes
1971 City •raxes
Witness fee Account
Account
Notary Fee
$ 1,272 00 $
13 00
125 ool
17t; 00
14 00
~~ 00
80
224 50
12 36
61 74 '
4 10
12 82 15 00
I
37 45 .
3 75
I 2 00
Total $ 2,055 52 2t>S 5. fL.
Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater
or less than the estimated amount claimed and allowed. .
•· Subscribed and sworn to before me this .... ?-::¥.-:-. .~
····~·~····~of ..... .August ... · ....... ,1972.
.... ~//~. (.~AE" HERct~.. . ....................... .
,_ Notary Publlc, Washington, W ington CD.
u1, commission Exoires Jul 14, 1975
. .. W~sh:i.ngtP.D .. ~U$.t .. BJ.:\:L.J..P.:i.ng. ~---· (Street Number)
15301 Was~ington, Penna.
(City or Town and State)
Having been duly !!~oW according to law I do here certify that the above appraisement is made in conformity with law on this
... ' ........ ~J:::;J0. .... : ... dayof.
1
•••••• • •• • ... 16?.. .... , .... ; ....... ,19.Zf_...-_ . <:><.l~~.e~ ................. .
. Appraiser
ln the event that any future interest in this estate is transferred in possession or enjoyment to collateraJ heirs of the decedent afte1· 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 6.J. . -County, Pennsylvania, do respectfully
report that I have allowed debts and deductions in the amounts claimed by de ne , except as to se items where a greater or lesser amount
is set fortll in the last column to the right in said schedule above, which greater or esse,amount rep esents the .sum allowed as! deduction.
Dated: ...... ~.~f. .2 9..197*"·RUSSELL-MAR'I"'"O· · ·· · · · · ·l· · · · · · · · · · · · ·· ._.\ .. ~:~· · · .... · .. n Reg1ster of Wills
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Form No. RCC-62 {6-70}
:wm l-· .. · Administr~tion sNo. : ......... Year .... .
~N :I'HE
. ·'
MATTER OF THE APPRAISEMENT
OF THE
:ESTATE OF
__ ,
.....• -, . .:r~~-~-·· .W~~~~PJ-'1: ......... .
', Deceased
Late of ..... Ci:ty. .of' . 'Waf!lhington ...... .
County of .......... Washington ........ .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
----'"Vd '"OCl NOl~HHHSVM
STl!M ;~O H31SI~3H
ONitJ\tt~ "'i\]SSOH
I
t 0 2 l~d 92 .d3S 2L.
-t(l .... ) l ! J
JAMES C. BANE, ESQ. J .::.!l . I .:J
301 Washington Trust Building
Washington, Pennsylvania 15301
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