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HomeMy WebLinkAboutOC1971-0363 - ESTATE OF BAKER\",1-\..-....... FOEM 67 REV.1-50 REG.WILLS Applirntinn fnr 11lttltra nf Abminiatrntinn nn tl1t Est:lte'of M.~r.g.~r..~.t ..~~~g.~§.r.. late of..J.Y.g.§.htQ.gt.Q.nA J.Y.9:§.h1ng.tQ.n..~.9.y.nty.,Deceased. B =forE the Register of Wills of Washington COJ.mty pef30nally ap peared ~.~ng,r.g ~.~W~l.g~.n .. WID,being duly sworn deposes and says that Mg.r.,gg.r.§t.~.~12.gk©.;r.. age·R.Q ,having h~.r.last family or principal rc sid.:nce at.~J...$..11mJlg.r...Ay.©.ny.~.. (Street and Number) Washington u·h;C T Pl'd'd',........._.,VI<as :ngton ount~,ennsy vanIa,Ie Inte'State (City,Borough,Township) at.~~§.hjngt.9.D..t p.~.D.ns.Y.ly.~.D.t~,on thel.:1:.thc.ay of Mar.ch .. A.D.,19..7.1..,3!t....l.;.O.Q :P.M.,possessed of personal estate to the estimated yalue $:::.0:::,and of real estate in the Commonweailth of Pennsylvania to the estimated vall.'e of $..HW.Q Q.Q ,situate .in W.ashing.tQn W.a.sbing.tQn..GQUnty.Pennsyl:v..ania .. The names and addresses of the decedent's su::"vivhg spouse (if any)and other heirs (including heirs by adoption)are as follows. RELATIO:"smI>I RESIDENCE ......:.y.~~t~.£..1?~~~.~~:r ~.~.e.p..gI}.g 1.~.L§.gPlp.g.r...A.yg~..1.W.~e.hJngtQ.n1.pg.~ s I .W h't :P..........g.ng.r.9:..~.~.:WgJggJl P~llght.~r._..ilOS Bur.totl..Av.e•.,as.lng.on a • ..........................................................................................................................................'. ........................................................................................................-'•...............................................................................................'. ............................................................................................................................................. ..................................................................................................'••••••••••••••••••••••••••'1·••••••• ....,~.....,'. ..................................................................................',''. That deponent is over 21 years of age,resides :at..HH?..:J?.ltr.1Q!l..Ay.~ng,~Washi.ngt.o.n.:;.~ ......~.~.9P..§.Y.!.Y.gp.Jg -:".. is 3.citizen of the United States and a resident of Pemisylvania,and respectfully applies for L~tters of Aeministration upon the Estate of said decedent,no letters having been previously issued thereon. 3worn and subscribed before me this .&.. dav Of•.....•~.••....•........•..,A.D.,19 1.2 .·~~····REGISTiR··· C('MMONWEALTH OF PENNSYLVANIA }ss. WAS:::::.:7.lL:l.A£..,19..12..-,~on:e~....•...s.andra..E.•...W.ald.en........._ . wbo being duly sworn doth depose and say that s.h.c;will 'Well and truly administer the gOOdE and chattels,rights and credits of Jy.'!~;r,gg.r.~t.~.t J.;;.~k.f:.r.~,deceased, to ~he best of....b.e.r.....skill and judgment in strict comp:iance with the laws of this Commonwealth,nind- ful of the laws relating to inheritance taxes. Sworn and,subscrribed before me this &. da?Of..Jr.l.~,A.D.,19 7.~. ~:..:...~.?.....::-~~..:;:~::~;:::~:::::::::::::::::::::::::~:::::::::::::::::.\..J.~..t.~':M.~.~REGISTER --- ~ \. J \~\ r, -_.._--- ~J-71-3bJ APPLICATION FOR. Letters of Administration I ESTATE OF ,.) !.,1 (" ( r, ,MARGARET E :BAKER.....................................................,.. Deceased Extra Alias \ . \$. Ce'rtifica1:e§.$. Renunciations "','\.1 $...•,,~/..{C2J?....\B'j 'If. -l '::::~:::::::::::::::~:~i_..~e,:::::::::::::::::C::::ifl(fl.I" --r....-{l~n.,'ii.A..-..r-'~"C/TotaI.;1.,g:~..!._~\.'..:t 4.... -1 .._"..f •*r, l' ~, ~.--)C.,"·".z -'v-,_ -',:J ...-~::,....'.'::>....:::.~:::: :\-;Z". -0 \(::J 'P"(J) ~"l .--:*.,~ r-::,-u ( ( 1 -'-' ~ FERGUS,MARTIN and FERGUS .;s.x..······..···....···..·...._·..·..··..........····..··..·..........·{\tt~~;;~.y...... ~2 c •\ '- .,,-...__.-_...__._-_._------== ESTATE OF .....................:,~~E.3..~E.~.!~.~~.~·~.~.!:~DECEASED The undersigned WgJ.t~.:r ;§.~:;§.?-.~~r.:and heirs' of ~~.~Eg,?-E~!~.~l.?.~.~~..:r :_.late of W.g.§hJ.ng.t.9.n-...Qg.h1n.ty.:.. deceased,hereby renounces ht$.right to administer on ..M9:r.g,~r.~.t...;g::~!??-.k~r...estatc and respectfully asks that Letters cf Administration be issued to s..9-.uctx:.9.,.:E.,.._.Wald~n :M _.. ,. ..............................................................................._M ,__.......................({ ~B~..E~··..........·..·........·......·....···......·..· ...........................,,_. ".:~ _ J r'·t)• 972 rlAR 20 PI,,26 RUSSELL ~:fl~,niNO REGIS'tER 'OF WILLS WASHIN\;TON CO..PA. ::;..j 1Knum 1\11 :!len iy wqest 'resents Estate of MA~G.A~~.:r.~.!~.AK.~.R . late oL.Wg.e.hJpg1Q.n.G..g.1A.nty., ,Deceased }No.....of 19._.__._ Sealed and delivered in the presence of: KNOW ALL MEN BY THESE PRESENTS, ,,HARTFORD ACCIDENT AND INDEMNITY INSURAN:E COMPANY andThatVIe,.. .....$.A.N.PBA ~..!"W..A.~.P~.N.', . all of Washington County,Pennsylvani:;:,are held and firmly b..und untc·the Common"Vealth of Pennsylvania,for the use of those interested in the estate,in the sum of...Q.~.~T~g.~.??.-.!.9:j.$..!.~Qg.9..~...9..Q.L . Doll~s,to be paid to the said Commonwealth,to which paymenit,woll and truly to b€made,we do bind ourselves, j:ointly and severally,for and in the whole,our heirs,executors adninistrators,succeSS-ilrs and assigns,and each and every or them,firmly by these presents.Sealed with our seals :md dated the ~.?..~.~..~dayof..M.g,r.f;.h .. A.D.,one thousand nine hundred and..J?.§.Y§.pty:::.t.w:Q....(J.~.7 2) THE CONDITION OF THIS OBLIGATION IS,That if "'.he a:)ove bounC-en . ..............................................................................................................S..A..N.RRA ~:w:b.L.r..'.E.N ,. Administrator or any of them,shall well and truly administer the estate ac- cording to law,this obligation shall be void as to those who sl:·awSD administ.er ~es:/ate;but otherwise,it shall re- IT"ain in force.l C.~~a:ld~·(SEAL) I,,surety in the SUIlL of $!?n the ac-ministration bond in the estate of..,say that I reside at .............................................................................................................,Washington County,PenJEylvania;that I am the owner of real estate,the title to which is in my own name and duly recorded,situated in ,,, Washington County,Pennsylvania,worth above all encumbrances '$;and that I am worth the amount expressed in said bond"over and above my just 'debts and!liab:Iities. ............s~~~·~t ····..· · · · ·..· · · ·..P:..O:·..· ~tatrmrnt of ~:.trd1 I,,su;:-ety in the SUITl of $on the administration bond in the estate of...,say that I'reside at .....................................................................................................: ,Washington County,?ennrylvania;that I am ·the owner of real estate,the title tb whkh is in my own name and duly recorded,situated in ~, Washington County,Pennsylvania,worth above all encumbrances 5 ;and that I am worth the amount expressed in saill bond,over and above my just debts and liabilities. ··St::~~t..·_· · ·..· ·P:..O:.. CO~ONWEALTH OF PENNSYLVANIA,,'} SS: WASHINGTON COUNTYY, And now 19 ,comes .. who being duly sworn,says that he is acquainted with the financial stancing of the securitie~l to the within bond;that the saic obligors have each executed the said bond and that the suretEs trcereto are the owners of real estate in their own right of value more than the penal sum of said bond over and abo,-e all incumbrances and exemptions. Sworn and subscribed before me this . day of..A.D.19 . I', _-.1 ~ ~3-7/-3~3.... No ?.J..§.2..~. i\~miui6trnttnu 1Bnu~ IN THE ESTATE OF ......M.AE9AB~.:r.~.~..J~A.~.R . And now M.9:r..9.h ?.9.,19 7..~.. Bond approved and Letters issued to .,.,-----=+;'~ ...-~-"",,";J-''::::;'"-!.'7-f ~._.....S.a.nd.r.a...t.:~..!:W.grd.e.ll...=,:..~.~f ~~;~:.'"z -,"'j,r -"""l ......:w.h.Q }:H(~;iS1~i!Y.:9.:9:~:t~.f.~~:~.~: .::.~r-1.._;;/:;;:::r~~i::...."0 ~ ~,......,.......................Rlf.s.s:e:.ti Mar..!UQ ,. ~~=;:;::.Register !""(j)0 "-.) Q;'); 65.36BondBook~.............................Page . ~2' __J•. 1..< .-:-;. ,-'r·'.:-:'~'" ~. I ~~ eo ---- COMMONWEALTH OF PENNS'I'LVANIA DEPARTMENT OF REVENUE t'l~RRISBURG•._.~.•I "~.iI RCC-43 (5-65) Miil'ch 24 1971 NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania ,\ Dear Sir: Pursuant to Section 742,Pennsylvania Inh~rit(mce and Estate lax Act of 1961, we herewith submit the following report: NAME OF REPORTING Pitteburgltl National Bank FINANC IAL INsTITUTIONI -,~___,_~:__;___=.___r_------6 Bout.Main street ADDRESS W_Ei_Sh_in_gtio_J2...:..,_P_a l-,5_)0_1_"_ ACCOUNT NO.Of JOINT,83-2075284-TRUST OR INVESTMENT DEPOSIT _ "'4AMES ON ACCOUNTJRINVESTMENT _ Mrs_!rle:-rgaret Baker ,\ JECEASEDJOINT DEPOSITOR, TRUSTEE OR INVESTOR ~_ ~DDRESS -- March 14,1971JATEOFDEATH~_ ;URVIVING DEPOSITOR,Glenn Burl Saundrm$13ENEFICIARYORINVESTOR=--=--_---.:-:-:----:-::-..:..-_,31 Sumr.er Avenue:~6DRESS W_&_sn_ing_,...:..~to_,_n...:..._P_'a._._l_5_30_1 --_, Father I ~~ELATIONSHIP TO DECEDENT_"'---:..-_ DATE DEPOSIT OR INVESTMENT August .",1966WASESTABLISHED-...:.._ 3ALANCE,INCLUDING INTEREST $2,925,,88 ),DUE,AT DATE DF DEATH $, /~1/~~,~;/@~%~flJ/.y~~~!Z.,~-~%/L,_~.(/"-/,,/"'7/):=/'~Jc;~-....)AJ~~"1'-/'T I iignature TITLE Platfor.m Assi5t~t Date:~__M_a_rc_h_3_1--.!,~1_9_7_1 _ County W_a_s_h.:.:i..:..:n~g.:.:t.:.:o=n _ 15301 OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRATION WASHINGTON,PENNSYLVANIA County File No._ Bureau Fi Ie No.Cz'3 -2/,-J (3 We have received notice that,~~m.x~XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX oh ,March 14 ,'"","1971,you came into ownership of te'tail1 property througll~~~M~~ *H~~~transfer from,.~:RS.IARGARET BAKER,deceased. TO:GLENN BURL"SAUNDERS", 31 SUMNER AVENUE ""'RCC-'134 (1-69);r '._~ COMMONWEALTH OF PENNSYLVAN!A DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION;;,. Under the Inheritance and Estate Tax Laws of the Commonw~alth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is illposed upon you,as transferee. The property on which tax is hereby assessed'consists cf:,Jt."Bank Account #83-2075284,held in the PITTSBURGH NATIONAL,BANK,,WASHIB'JTONOFFICE,vlASHINGTON,PENNSYLVANIA. In the names of GLENN BURL SAUNDERS or ,MRS.,MARGARET _BAKER.Opened, August 5,1966.Balance as of date of death,$2,925.88. appraised by the Commonwealth,as of the date of death,at $'2,925.88, 50 %of this amount is taxable at the rate of 6 ,'"% OR IGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNt $------------ AMOUNT OF TAX DUE 87.78 D If you pay the above amount within three (3)months of the datjof deat40f the d~dent,or on or befbre",une", '19 " "you may deduct a discount of 5%of the arnount of tax due,or 4.39 -_.......---.......------- D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is olso due as of *__~~~ 19__in the amount of -------......._......----- $-==========87.78 *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until. paid TOTAL AMOUNT DUE $~~ APPRAISED BY:\.~-:r""J'-u:::e,,-ASSESSED'BY:-.....-_ (lnheritatice Tax Appraiser)(Agent for the Commonwealth) INSTRUCTIONS TO 'i'AXf=AYERS Make checks or money orders payable to:I/x o----~.~:;,&-5~..~(iJC:/~) ~~o ~~(/ol (;,??) ~tf;.~/'/-7/ G7~c3'~3« ~@/IC:Z o/, To insure prbper cred it to your account th is Offic iat Notice must accompany your payment.Mait or bring it to: COURT Hl.L~t ,Y,JASHF~GTO.~,PENNA.153°1 If you have already paid this tax to an executor,administrator,attorney or other personal re~sentative of the decedent for forwarding to the Commonwealth,list below the dote paid,name and address o'fthe person to whom you made payment,their official title and the amount. Date Paid Name and Address of Payee ...Official Title..,.-."..:,; Amount Paid 5S: Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible for these debts,and 2·You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for ,tax purposes,by an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ I red) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ I,hereby certify that the foregoing is 0,just and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND'SUBSCRIBED BEFORE ME THIS DAY OF____________19 __. REPORT OF REGISTER OF WILLS Signature of Taxpayer I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $• Date of Approval:_ / Register of Wills I ."".."'.,">"'.':-..'.~;.';';>,!>,::, Fonn RCC-2 •.'-'.COMMONWEALTH OF PENNSYLVANIA DATE .............~Y......4..?......~.?.?.~....................................... I DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WashingtonCOUNTY•BUREAU OF COUNTY COLLECTIONS .............................................................................................. HA'RRISBURG.PENNA.17127 APPRAISEMENT FILE NO.63-71-363................................................................................................. Whereas.......................................~.!?.~....M§.r.g§r~.t ...~9.:~.~!..........................................late of ......................~~.~.~~~.~?!l ..................................................... in the County of .....................................l,yashingtml...........................................................Commonwealth of Pennsylvania.having died on I the ...........................................14th......................................day of ...................M~.g.h......................................19...7.~...seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealb of Pennsylvania; Therefore,I,FRANCES LEO an appraiser duly appointed according to law................;......................................................................................................................, haYing been designated to make a fair and conscionable appnisement of the said estate.and to assess and fix the cash value of all annuities and life estates growing out )f said estate.hereby file the following appraisement: In the evenc 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 he:-eby :!xpressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMa.de for Inheritance Tax Purpoles $ I NATIO:~AL BANK,I Jt.Bank Account #83-2075284 held in the PITTSBU:lGH WASHINGTON OFFICE,WASHINGTON,PENNSYLVANIA.In the names of XI; GLENN BURL SAUNDE.1S OR MRW.MARGARET BAKER.Ope:l.ed 8-5-66.Balance as of date of death,$2,925.88 2,925 88 I I I I I i --- Having been duly swo.rn according to law.I do h~reby Cei't~that the above appraisement is made in con- formity with law on this ................~......day of ......:::::::::::::::..:::::....::.~::::::::~~.....:~:~~::...~. A:ppraiser .......,............................,..........................................................,.'......................................................... t.;:;ber and Street) ................................................................~~........Penna. (Post Ofllee) WASHINGTON County ~ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .....................MRS MARGARET BAKER . Deceased. Late of ....1iASHINGT.ON . Date of Death,J::~.+.4::~7.:J.,. Appraisemel!t Docket Vol.,, Page,...No.....63-71-263.. Filed in Register's Office,A May 4 19.71 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, '-Examined and Approved,:.. Wrote abo.ut Appru.isement,.. Appeal f"om Appraisement,. Entered and cha,rged,., • (',. •• 1 R~V·!500 EX +(9,81) BUREAU OF EXAMINATION INHERITANCE TAX RETURNPENNSYL:VANIA DEPARTMENT OF REVENUE RESIDENT DECEDENTP.O.BOX 8327 '~.?-/I'-~Jr.JHARRISBURG,PA 17105 File N:umber .... Decedent's Name (last,First,and Middle Initia!)Decedent's Address ~ BAKER,MARGARET E.31 Sumner AvenueDECEASEDSocialSecurityNumberDateofDeathWashington,Pa.15301 196-12-4222 3/14/71 CHECK 1.Original Return GJ 2.Supplemental Return D 3.Remainder Return D APPRO· PRIAU 4.life Estate D\5.Federal Estate Tax D BLOCKS Return Required. 6.Decedent died testate 0 7.Decedent maintained a living 0 8.Number of safe depo~itD (Attach copy of Will)trust (Attach co py of trustI boxes inventoried CORRE· All correspondence and confidential tax information should be directed to: SPONDENT Name Address John Solomon,Esquire 421 Washington Trust Bldg. Telephone No.1530 City Washington State Pa.Zip Recapitulation 1.R,eal Estate (Schedule A)(1)5,000.00 2.Stocks and Bonds (Schedule B)(2) 3.CI'osely Held Stock/Partnership Interest (Schedule C)(3) 4.Mortgages and Notes (Schedule D)(4) 5.Cash &Miscellaneous Personal Property (Schedule E)(5) RECAPIT·6.JointlV Owned Property (Schedule F)(6) ULATIO'N 7.Transfers (Schedule G)(7) AND 8.Total Gross Assets (total lines 1·7)(8)5,000.00 9.Funeral Expenses Administrative Costs/Miscellaneous Expenses (Schedule H)(9)1,481.00 TAX 10.Debts/Mortgages/liens (Schedule I)(lO) 11.Total Deductions (total lines 9 &10)(11)1,481,CO 12.Net Value of Estate (!:ine 8 minus line 11)(12)3,519.CO CALCU·13.Charitable Bequests (Schedule J)(13). LATION 14.Net Value subject to tax (ljne 12 minu~line 13)(14)3,519.00 Computation of Tax 15.Amount of line 14 taxable at flOA!rate (15)3,519.00 x.06=211,14 (include values from Schedule K) 16.Amount of line 14 taxable at 15%rate (16)x.15= (include values from Schedule K) 17.Principal tax due (add tax from line 15 plus tax from line 16)(m 211,14 r 18.Total Prior payments: (a)Amount Paid Penalty 143,4'5 (b)Plus Discount Ic)Minus Interest (18) 19.Balance Due (line 17 minus line 18)(19)354,6] Make Check Payable to:Register of Wills,Agent ***PLEASE RECHECK MATH *** J DATE 4/18/83 421 Washington Trust Bldg. Washin ton Pa ADDRESS Under penalties of perjury,Ideclare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and b 'ef,it is true,correct,and complete,Declaration of preparer other than the personal representative is based onatl information of which Jrepcrer has 31 Sumner Avenue ~.h'~.q.a.,~~=:::"-~l..-..:=:2..!:::::::.....:~:::::.-_--:--c-W;.,;...:::a=s.::.:.h:..=i:..=.n:..;;L..:t::.:o::.:n::..L.-:P=-a=:..:..--=1""5c:::3:..::O:.,:1=-.-__ /'ADDRESS Informant ~-.,----,--------------------------------------------------, RlV.I502 EX+(9·81) COMM0NWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT E:5TATE OF r-1AHGAHET E.BAKER SCHEDULE uA~' REAL ESTATE FILE NUMBER (,411 property Jointly-owned with Right of Survivorship must be disclosed on Schedule UFU) ITEM NUMBER DESCRIPTION ASSESSED VALUE VALUE AT DATE OF DEATH 1.All that said lot of ground,sitbate in the Third Ward of the City of Washin~ton, Washington County,Pennsylvania,known and desiqnated as Lot No.25 in the ~ener 1 Plan of "Sunnyside"Addition to the 30rou~h of Washington,known as 31 Sumner Av=nue, Washington,Pennsylvania,deed recorded in the Recorder's Office of Washingt-::m County,Pennsylvania,in Deed Book 1242, page 283. TOTAL (Also enter on I ne 1,Recapitulatiol) (If more space is needed insert additional sheets of same size) 5,000.00 $5,000.00 COMMONWE~LTH OF PENNSYLVANIA INHERI-ANCE TAX RETURN RESIDENT OEC'EOENT .ESTATE OF SCHEDULE "H" FUNERAL EXPEr\SES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES 'FILE NUMBER ITEM NUMBER 1. 1. 2. 1. MARGARET E.BAEER DESCRIPTION A.Funeral Expenses: Piatt Funeral Heme B.Administrative Costs: Pe'sonal Representative Commissions -Sandra l'7a1den At:orney Fees lTohn Solcmon C.Miscellaneous Expenses: ;F;~gt,?ter at.'\'ITil1s --:Filing Inheritance Tax Return TOTAL (Also enter on line 9,Recapitulation~ (If more.space is needed insert additional sheets of same size) $ AMOUNT 1,178.00 150.00 150.00 3.00 1,481.00 .. t.EV-1513 EX+(9·81). COMMONWEALTH OF PENNSYLVANIA IIINHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARGARET E.BAKER SCHEDULE "J" BENEFICIARIES FILE NUMBER ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT A.Taxable Bequests: 1.Walter B.Baker (Died ,ruly 27,1973)Husband 1/2 31 Sumner Avenue I Washington,Pa.15301 2.Sandra ~\Talden ,Daugr.:ter 1/2 31 Sumner Avenue Washington,Pa.15301 - l 1I ITEM ~UMBEH 1. NAME AND ADDRESS OF BENEFICIARY B.Charitable Bequests: None AMOUNT TOTAL CHARITABLE BEQUESTS (Also enter on line 13,Recapitul~tion) (If more space is needed insert additl,onal sheets of semesize) $None .- -'f!e--.J 0 ("1") lLJ :r=0::0-11./ /-- (I)~ <,::J ,......, ll..l 0:::cc.0-cr:: CV') CO..... i~·- ~;)I ~:~-:;.i Z~~3~ .' REV.1547EX (3-83) •BUREAU OF ACCOUNTS SETILEMENT PENNSYLVANIA DEPARTMEfJT OF REVENUE P.O.BOX 201:5 HARRISBURG,PA 17105 NOTICE OF INHER:TANCE TAX APPRAISEMENT,ALLOWANCt OR DISALLOWANCE ACN OF DEDUCTIONS,AND ASSESSMENT OF TAX DATE -21-83 101 j ESTATE OF BAKER DATE OF DEATH 03-14-t1 MARGARET E FILE NO.63 71-0363 COUNTY WASHINGTON NOTE:TO INSURE PROPER CREDIT TO PAYMENT TO THE REGISTER OF AGENT". YOUR ACCOUNT WILLS OF THE SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX ABOVE COUNTY.MAKE CHECKS PAYABLE TO "REGISTER OF WILLS, JOHN SCLOMON ESQ 421 WASHINGTON TR BLDG WASHINGTON PA 15301 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE CUT ALONG THIS LINE ~RETAIN LOWER PORTION F,)R YOUR RECORDS -e NOTICE OF INHERITANCE TAX APPRAISEMENT,ALLOWANCE OR DISALLOWANCE OF DEDUCrrIONS AND ASSESSMENT OiF TAX REV.1547EX (3-83) ESTATE OF BAKER MARGARET E FIl.E NO.63 71-0363 ACN 101 DATE 06-21-83 TAX RET1JRN WAS:(X)ACCEPTED AS FILED )CHANGED (8) RESERVATION CONCERNING =UTURE INTEREST -SEE REVERSE APPRAISED VALUE OF RETU~N BASED ON:ORIGINAL RETURN 1.Real Estate (Sche Jule A) 2.Stocks and Bond~.(Schedule B) 3.Closely Held Stock/Partnership Interest (Schedule C) 4.Mortgages and Netes (Schedule D) 5.Cash.!It Miscellaneous Personal Property (Schedule E) 6.Jointly Owned Property (Schedule F) 7.Transfers (Schedule G) 8.Total Assets (1)__--'5;::...,'-'0::...::0::...::0:...,:•....::0....::0_ (2)-----=•....::0....::0_ (3)---'.-=0-=0_ (4)---C.0:....:0,- (5).0"-0'---- (6)-----=.::...::0::...::0"-- (7).:....:0::...::0"-- 5,OO·J.00 APPROVED DEDUCTIONS AND EXEMPTIONS: I 15)__--'3:...!,c..:5=..=1=..=9....:•....::0...:;O_.X.06=--=2:.::1:.::1:..:,•.::1...:.4_ 11 6).00 X.15=...:.•...:;0..::,0_ (17)211.14 .00 3,519.00 3,519.00 1,481.00 ~9)1,481.00 ~1Q).00 9.Funeral Expensesf4dministrative Costs/Miscellaneous Expenses (Schedule H) 10.Debts/Mortgages/Liens (Schedule I) 11.Total DeductiolS (11) 12.Net Value of -ax Return (12) 13.Charitable/Governmental Bequests (Schedule J)(13) 14.Ne~Value of Estate Subject to Tax (14) If an assessment Jas previously issued,lines 14,15 and/or 16 and 17 will ref 1ect figures t,at i nc1ude the tota1 of.JUl returns assessed to date. ASSESSMENT OF TAX: 15.Amount of line 14 taxable at 6%rate 16.Amount of line 14 taxable at 15%rate 17.Principal Tax Due T AX CREDITS: NOTE: u=Balance Due is less than $1.00 no payment is required)OF ADDITIONAL INTEREST PAYMENT RECEIPT DISCOUNT (+)AMOJNT PAIDDATEl'INTEREST (-) 04-20-83 0653:80 137.19-354.60 ~;I_ib')! , ~TOTAL TAX CREDIT I217.41 BALANCE OF TAX DUE 6.27CR I !INTEREST .00 I +-IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION TOTAL DUE 6.27CR I RESERVATION:In the event that any future interest in this estate is transferred in possession or enjoyment to collateral (Class B)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 (Class B)rate on any such future interest. Purpose of Notice:to fulfill the requirements of Section 709 of the Inheritance and Estate Tax Act of 1961 (72 P.S.section 2485-709). Objections: Discount: Interest: Any party in interest not satisfied with the appraisement,allowance or disallowance of deductions,or assessment of tax (including discount or interest)as shown on this Notice must object within sixty (60l days of receipt of this Notice. Objections may be made as follows: -by written protest to the Department of Revenue,Board of Appeals -by electing to have the matter determined at audit -by appeal to the Orphans'Court If any tax due is paid within three (3)months after the decedent's death,a discount of five percent (5%)of the tax paid is allowed. ·the discount period is calculated in calendar months.Example:date of death 1-15-82, discount period expires 4-15-82. Except for tax ona future interest,inheritance tax becomes delinquent nine (9)months from the date of death. ·Inheritance tax on a future interest becomes delinquent at the expiration of three months from: -the date of election to prepay or -the date of death of the life tenant or annuitant Interest is calculated on a daily basis from -delinquent date to date of payment on any tax unpaid on delinquent date -date of last delinquent payment to date of payment on any unpaid balance. Interest is charged at the following rates: Delinquent Date 5/27/43 to and including 12/31/81 1/1/82 to and including,12/31/82 1/1/83 to and including 12/31/83 Annual Interest Rate 6% 20% 16% Daily Interest Factor .000164 .000548 .000438 Estates that become delinquent on or before December 31,1981 will maintain a constant interest rate.The rate in effect when the tax first becomes delinquent will remain constant until the delinquent balance is paid in full. Estates that become delinquent on or after January 1,1982 will contain a variable interest rate.Thus,taxes that remain outstanding from calendar year to calendar year will be subject to different rates in effect on each January 1. INTEREST =BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR, .If a tax balance remains outstanding for more than one calendar year,a separate interest determination must be made for each year at the applicable rate.(Only one calculation is necessary if the estate maintains the constant interest rate.l Any Notice issued after the tax becomes delinquent wi'"ref~ect an interest calculation to fifteen (15)days.beyond the date of the assessment.If payment is made after the interest computation date shown on the Notice,additional interest must be calculated. To Remit Payment:Detach the top portion of this Notice and submit with your payment to the Register of Wills of the county shown on the Notice. ·Address information is listed on page 13 of the booklet,"Instructions for Inheritance Tax Return for a Resident Decedent." · Make check or money order payable to:Register of VVills,Agent. ----------------------------~---------~----~~~~~~---, REV.1607 (AS)j DATE 07-26-83 DEPARTMENT OF REVENUE BUREAU OF ACCOUNTS SETILEMENT P.O.BOX 2055 HARRISBURG,PA 17105 ·INHERITANCE TAX STATEMENT OF ACCOUNT ACN 101 ESTATE OF BAKER MARGARET E FILE NO.63 71-0363 DATE OF DEATH 03-14-71 COUNT"WASHINGTON NOTE:TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY.MAKE CHECKS PAYABLE TO:REGISTER OF WILLS,AGENT. JOHN SOLOMONESQ 421 WASHINGTON TR BLDG WASHINGTON PA 15301 CUT ALONG THIS LINE PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE **INHERITANCE TAX STATEMENT OF ACCOUNT ** ESTATE OF BAKER MARGARET E FILE NO.63 71-0363 ACN LOl DATE 07-26-83 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE.SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE,THE APPLICATION OF ALL PAYMENTS,THE CURRENT BALANCE,AND, IF APPLICABLE,A PRO~ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT:06-21-83 PRINCIPAL TAX DUE::.. PAYMENTS (TAX CREDITS): 211.14 PAYMENT RECEIPT DISCOUNT (+)AMOUNT PAIDDATENUMBERINTEREST(-)I04-20-83 065380 137.19-348.33 I, I TOTAL TAX CREDITS 211.14 BALANCE OF TAX DUE .00 INTEREST .00 TOTAL DUE .00 (If Balance Due is less than $1.00 no payment is required) *IF PAID AFTER:THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDIT~ONAL II"JTEREST RETAIN THIS PORTION FOR YOUR RECORDS Discount: Interest: If any tax due is paid within three (3)months after the decedent's death,a discount of five percent (5%)of the tax paid is allowed. ·the discount period is calculated in calendar months.Example:date of death 1-15-82, discount period expires 4-15-82. Except for tax on a future interest.inheritance tax becomes delinquent at the expiration of nine (9)months from the date of death. ·Inhe~itance tax on a future interest becomes delinquent at the expiration of three months from: -the date of election to prepay or -the date of death of the life tenant or annuitant Interest is calculated on a daily basis from -delinquent date to date of payment on any tax unpaid on delinquent date -date of last de~inquent payment to date of payment on any unpaid balance. Interest is charged at the following rates: l Delinquent Date 5/27/43 to and including 12/31/81 1/1/82 to and including,12/31/82 1/1/83 to and including 12/31/83 Annual Interest Rate 6% 20% 16% Daily Interest Factor .000164 .000548 .000438 Those estates that become delinquent on or before December 31,1981 will maintain a constant interest rate.The rate in effect when the tax hrst becomes delinquent will remain constant until the delinquent tax balance is paid in full. Those estates that become delinquent on or after January 1,1982 will contain a variable interest rate.Thus,taxes that remain outstanding from calendar year to calendar year will be subject to the different rates in effect on each January 1. Interest is calculated as follows: INTEREST =BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR. If a tax balance remains outstanding for more than one ca,lendar year,a separate interest determination must be made for each year at the applicable rate.(Only one calculation is necessary if the estate maintains the constant interest rate.) Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15)days beyond the date of the notice.If payment is made after the interest computation date shown on the Notice,additional interest must be calculated. To Remit Payment:Detach the top portion of this Notice and submit with your payment to the Register of Wills of the county shown on the Notice. ·Address information is listed on page 13 of the booklet,"Instructions for Inheritance Tax Return for a Resident Decedent." ·Make check or money order payable to:Register of Wills,Agent. *-=...•4 ...·*_0 101 Ass3ssment Control No. [i]DTAI..AMOUNT PAID -----..........3...5~4l+.41601V-·__ A REGISTER OF WIlli 1M ....ea~.,o i"'../..·.".'·"-::i,,,,"'.',,'.,'.•/'><·...,.',:.",,,./,,<,.,'-">,':.,,.,.··,···'·"i,·/'·'··<>"·,··,··:···:'-:······::',,,···"" FI:IAL RECEIPT.PENNSYLVANIA INHEFflTANCE ANC ESTATE TAX. B AMOUNl SEAL ---"J'H&H3balB.,....,S!!i40Hl,.eomm0A1a~,..-~EA1Sq/'+:••,------_"l 421 WuhUtgton Tnlat lU<.ta. .~EM,l.RKS ,1b. ,SSf}196-12-4222 ~TE OF DEAn·~lM'~r--4A-:-___4~4_-----~ FILE I\oUMBER_~".",:r;"~~--l ESTA-E INFORLIIATION: I"IAME OF DECEDENT Ii~tee~-M~~~~~~---i [ATE ::>F PAYMENT -;A;Wl*-a'h-~R5:::J--------I ~ECEVED FRCM: L .POSTMARK DATE ......./ OOUNl'--;~~tft;tft_:m------------f -_.__._..~.__._._._._.~_._---_._._._-