The URL can be used to link to this page

Home My WebLink AboutOC1971-0320 - ESTATE OF MCCONNELLRCC-81 (6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT EVA 1-fAY McCONNELL (Executor or Administrator) In Re: Estate of LEE: McCONNELL IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division WASHING 'roN C F I N 63-71-320 ounty-i e o. _________ _ Dear MRS. McCONNELL: Y h b 'f' d h h original ou are ere y not1 1e t at t e-=-=-~==-;--------------- appraisement in the estate of LEE McCONNELL _ has been filed in the office of the Re,gister of Wills of __ W_A_S_H_I_N_G_TO_N _______ _ County on August 28, , 19~, Said appraisement reflects the following valuations: Reo I Estate ---'--------..-,-,...x..------.-r--- Persona I P roperty ______ TI-=:,_0_8_1_._56 __ _ Transfers ____________ ~---'-- J o i ntl y Owned --------=---=~--=-r---- T ota I ___________ 1___!,:...__0_8_1~·=-5.6 __ _ 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 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 this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P. S. 2485-1001, P. L. ~.?i ~"' . Date August 28, 1974 Signed~~\..;?"~ Title ~~'~ DATE OF DEATH: March 15, 1971 Note: This is not a bill. J ,., R C C-39 ( 5-6"tl -- COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of __ M_c_C_O_NN_E_L_L_,_LEE ____________ --:--DATE OF DEATH 3-15-71 FILE NO. 63-71-320 (Last Name) (First Name) (lni tial) REPORT OF INHERITANCE TAX APPRAISER WASHINGTON I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _____________ _ 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". REPORT OF THE REGISTER OF WILLS #~ ~~ 1\IASHINGTON , , -' d I, the undersigned duly elected Register of Wills in and for~---:-----::;;;;iiiiiiiiiiiiii;;;;::--Co ty, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by depone cept a those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", hich greater or esser amount represents the sum allowed as a deduction. Dated: AUG 2 9 197?fRUSSELL MA~INO • -----"-,.~--__;~--~=-'"--- INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) $ $ --I s-------+--__ :._~081~56 I TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities................... $--------1--- ESTATE TAX ASSESSMENTS $ _____ ...).___ 1.081 '56 2,219 65 ESTATE INS! LVENT FOR USE OF REGISTER ONLY COMPUTATION OF TAX Taxon$ _______________ -r--- Tax on $ ----------t--- Tax on $ ---------+-- Tax on $----------4-- Tax on $----------4-- Exemptions=======:::::ji== Total Estate _______ --1--- TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death 2% ® 5% 10% 15% * $ $ $ BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from -----to ----- $ $ $ $ $ $ AMOUNT OF ESTATE TAX ASSESSED $-----+-- Estate tax paid $ _____ ___J __ BALANCE DUE Add interest at rate of 6% from I (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. $--------~-- --------~-0-----$ ------I--- TOTAL TAX BALANCE $---------1----PAID $ _____ -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. Will Administration t No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF LEE H.cCONf·JELL ········ .. ··----········-··· .. ········ Deceased Late of.... CANON.SBllRG ... County of · · · ·\oJASHIKGTON . Commonwealth of Pennsylvania REPORT AND APPRAISAL . I I ' . . ' l:-- ,. ... '· ~ Fonn RCC-2 . • .. August 28, 1974 COMMONWEALTH OF PENNSYLVANIA DATE ....................................................................................... ................... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ........... W.9.:~h.~P.:g~sm ..................... 0 COUNTY BUREAU· OF COUNTY COLLECTIONS ................... . APPRAISEMENT FILE NO. . ....... 9.?..~.7.1.::?..?9 ......................... -........................ HARRISBURG, PENNA. 17127 Whereas, .......................................... ..!.:~:~ .... ~~9.9..~ ............................................................ late of ............. J:JA§.~~.~q~9.~ .............................................................. in the County of ......................... : .......... :: .. WA.SHING.TON .... : ............ ; ........................................... Commonwealth of Pennsylvania, having died on the ............................................................... 15. .................. ·day of .......... Mar.c.h .................................................. 19.7l ... , seized and possessed of an estate subj:.:::;~~~:-~:::; ~~~:~::;:~t~,0~ ~::::i:~ly appoffited 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. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpo1es PERSONAL: $ see Copy of Appraisement 1,081 56 ESTATE INSOLVENT I I I I I I .~ - ' ; ,, I r ' I I ,_ ;.. I I I I Having been duly sworn according to law, I do hereby certify t at th%a,bove ~isement is made in con- formity with Jaw on this .................. "'" ... 'l: .. .!C.J, ................. day of ............... .......... .. .................... ~-d.................. .. .. ......... 19.7~. ;···· 4' .. ~. ··········. ·~d·;;;·~ ~ ;~~b,J.. .. ~ ... ............................................ ~.~.~~·~i!~·~ ......................................... , Penna. j . I ~ WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT ~ Estate of LEE McCONNELL· ~ Deceased. Late of CANONSBURG 1. Date of Death, ............ ~QJL .. +.5. . .t ..... +.97.+. ..................... . Appraisemel!t Docket Vol.· 38-, ······················································ Page, .+..5..4.~~ ........................... No. ..93~.7l~3..40 ............. . Filed in Register's Office, .!\~&~~~ ..... ?.~.'. .... 19'?4 ... •. Amount of tax due $ · J •··••••••·•••••••••••••·••••••·•••••·•••••••••••·•••••••••••••••••••• DEPARTMENT OF REVENUE :....''" Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f,.om Appraisementi Entered and ch(Jrged, ~ '· / • II ,, I . -- I, LEE McCONNELL, of Canonsburg, R. D. #2, Washington County::', Pennsylvania·, being of sound mind and memory, do hereby. make, publish and declare this my Last Will and_Testament, hereby revoking and· making void any and all Wills by me at any time hereto- fore made. FIRST: I direct that all my just debts and funeral expenses be paid.as soon after my decease as may be convenient • ...... SECOND: All my property whatsoever, both real and personal that I now own or may own at the time of my death, I hereby give, devise and bequeath to my beloved wife, Eva May McConnell. THIRD: I do hereby constitute and appoint my wife, Eva May McConnell, to be the Executor of this my Last Will and Testament, without bond. IN WITNESS WHEREOF, I have hereunto set my hand and seal this J.'?-.. day of •. .Y.v.~-:-~~ ... ; 19.52. Signed'by the said LEE McCONNELL and by him acknowledged to be his Last ·Will and Testament before us and in our presence and by us subscribed as attesting witnesses, in his presence, and at his request,· and in the presence of each other, this • .lh..~ day of ••• ~ .••••• , 19.52. i ! I 'T l l ' ~ • 1 oi {\ {' 1 'I ! . ; '' : i i 'I l •! ' 'I :1 l : i l R c c-1 03 (2-641 ~3--7/-3d.O J COMMONWEALTH OF PENNSYLVANIA DEPARTME~T OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS· COUNTY OF WASHINGTON This return must be completed in detail and filed in duplicate, with the Register of Wills in the County where the decedent resided within one year after date of death, unless an extension is granted by the Secretary of Revenue. Wi 11 Bk. 111 414 Center Church Rd., Admn. No. ___ l9· __ I,_-=E:..!.Y.:..:A~M.!.!A7Y,-!-!-M;_.!.:c=--=C=--=O~N~N:.=:E=-LL=----of Canonsburg RD lf2, Pa. 15317 (Nome) (Address) Misc. being duly sworn according to law, deposes and says that he is the __ -=E:::x:.::e~c~u.::tr:,:i.:.:X:__~------------- (Exec., Adm., Legatee, etc.) of the estate of __ _:L:.::e::.::e-=M.!.!..::c:.::C:.::o~n::.:n.::.e.:.:ll _________ iate of _4.:...;1.;_;4.;_;C-=-7,e;;:.nt:..::e~r~C=h..:.:u=;-r-=c.:.:.h-::R~d:L,-;C~a7n:..:.:o::.:n.::s=b.::.u:.;;rgz_:_:.RD=--=2::..,:__;_Pa:::..:....• (City, BorouJih, or Township) deceased, and that the whole of the estafe of s(lid decedent, who died on _ __:_M!.:=.a!.:rc:::.:h~1-=5':.!=--=-1~9.:..7.:.1 ___________ _ (Dote) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and no Pennsylvaoia Transfer Inheritance Tax is due. Sworn and ·~ubscribed before me &'Yic Type of As et: Real Estafe, Pers. Property, Jointly Held Prop. or Transfers and County of ill<!shinglon, P1, ASSETS (Attach additional sheets if necessary} Description of Asset Checking account, Lee McConnell, with Union Estimated Market Value National Bank, balance at closing 3/18/71........... $ 1,081.56 11-1( lh ::r . (ULn? TOTALS $ REPORT OF INHERITANCE TAX APPRAISER Executrix Department Valuation CAUTION (Do not writ.e in this space) I, the undersigned duly appointee! Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing sche the values s-;.t fo~th oppoS<ite each item in the last column to the right. \V. ' Dated: Name of Payee Washington Hospital Thomas J. Whalen, M.D. W. Leonard Griffith Forest Lawn Gardens Register of Wills Daily Notes Washington County Reports Dorothy E. Hurley Eva Mae McConnell DEBTS AND DEDUCTIONS Nature of Claim Hospital bill doctor bill funeral bill interment fee 3/26/71 probate & short certs legal advertising of estate legal advertising notary fee widow's exemption TOTALS Amount Claimed $ 30.15 35.00 1,001.00 110.00 1 6.00 1 2.50 1 4.00 1.00 1,000.00 2,219.65 Amount Approved by Register REPORT OF THE REGISTER OF W.:,:l....,.._ ... I, the undersigned duly elected Register of Wills in and for the above Courit o respec lly report that I have allowed deductions in the amounts set forth in the above schedule as claimed, exc t where I hav set forth a greater or lesser amount in the last column to the right, which greater or lesser amount represents t e s allowe as a deduction. Date of Approva 1: _ ____!_!A~UG~2_9 _:19::..:.7_:_t./-_RU:.....SS_E-==LL=M=!:~fi-~IN~q ~ 't .. ,.. - .... ~ • 1 J I :E ... 11 ~ '-..I l> f11 ::0 ..;:: -u (j) G") c:: :r: -(f) :::::ro -(lj c::::: r- z -; (f) C'"1 r,·"'t :"'"" rn rr=; r--U"t ·-) ,- ;e ..::.:; 0 ·-n ,;:: ·-o "' 0 :~..-: ~ ~-::::r < ...... :...J u I z I l> (j) 0 c..n en