Loading...
HomeMy WebLinkAboutOC1971-0386 - ESTATE OF KUHN·1",,'. Neal Funeral Home St.Martin's Cemetery Nelson Memorial Studio Ruth C.Kuhn Administration costs Samuel Goldfarb Internal Revenue Service Internal Revenue Service Unpaid wages Warne Farm Supply Agway D.M.Campsey Washington Hospital Culligan Water Herbert Levite Dr.-Lasday West Penn Power Company Columbia Gas Bell Telephone Company Telephone Answering Service, Gimbels Penneys Fields Implement Store Bochmar Heating Co. Patterson &Gray Echard &Crane Motor Electric Co. Masterwork Paint Co. Funeral Burial and lot Gravestone Family Exemption __Els Lima ted Estate probate fee Balance on income tax 1968 Balance on income tax 1969 130 f 104 f 70 Account Account Account Account Account C.P.A. VeterinariJan Account Account Account Inc.Account Account Account Account Account Account Account Accoqnt Account $1,099.95 350.00 350.00 1,500.00 76.66- 300.00 878.35 1,293.84 304.00 11.58 83.81 11.'10 10.61 10.55 65.00 19.00 31.01 52.00 98.33 28.00 22.70 20.28 368.16 600.00 33.76 15.15 2.00 421.94 , '#" 0, RCC-I03 (2·6~·• COtoWONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVE~T ESTATES ONLY OF RESIDEHT DECEDENTS COUNTY OF_-"-,WA=S".,,H=I=N=G=TO='=N__ This return must be completed In detail and filed in duplicate,with the Register of Wills in the County where the decedent resided with'in one year efter date of death,unless an extension is granted by the Secr"tary of Revenue. ~II 63-71-386 Admr.No .__--,~--I,_--"'-"R""u"""t"""h'-7.'C:"'e"""c7e:....::l=.",i:.,,::a"----=K.=.:u=:h=:n=--oJ R.D.6,Washington,Pa.15301 (Name)(Add'ress) Misc Sbein~duly sworn according to law,deposes and says that he is the E__x~e:....c_u_'_t..:..r..:i::..x _ (Exec.,Adm.,Legatee,etc.)~of the estate of _.__E_d_w_a__r_d_K_u_h_n late of __~.e~~~==~=R::::R=--'-S::::o:::_=u~t::.;h:..,...::F-=r:...:a.:.::n.:...k--l:...l.:...·n_...:.'r_wp=.,,_,_ (City,Borou.ll.h,or Township) deceosed,and that the whole of the estafe of SQid decedent,who died on February 2;:s,1971(Date) cons sted of the assets listed below and that allowable debt.and deductions uceeded the fair ma~ket value of the assets and no P-ennsylvania Transfer Inheritance Tax is"due. Dl1partment Voluation CAUTION(Do not writ,e in this space) (Title) Estimoted Market " Volue ~r7'$150.00 :u 1,000.00 ~.:J 2,000.00 dK/'1<11 ,500 •00 rt:::/~5•00 01(/101 ,320.00 Executrix(Signature) 200 shares,common,World Wije Realty and Investing Corporation (Delaware), 259 par,Death quotation 50~per share. Unlisted. 100 shares common,Bionics Instruments,In (Pa.).Death quotation 759 share.Unliste 1968 Buick sedan 2 -1968 Chevrolet 3/4 ten trucks,@ $1,000.00 each 1970 Ford one-ton truek 20-year old wrist watch and costume cuff- links (no value) Floor sanding equipment: 6 sanders @ 75.00 450.00 6 edgers @ 40.00 240.0~ 6 buffers @ 80.00 188:88~wri ter .TOTALS TYP3 of Asset:Rea.Estate,Pers. Property,Jointly Held Prop.or-ronsfers REPORT OF INHERITANCE TAX APPRAISER I,th.:1 undersigned duly appointea Inheritance Tax Appraiser in and!for the above County do respectfully report that I have apprJised the real and personal property as reported in the hrego ng schedu ct t e aluesset forth opposite e h ite~i the last column,J'Cf the rjlht.~~ Date-d:~L Inheritance Tax Ap,praiser • Name of Payee DEBTS AND DEDUCTIONS Natu"e of Cllaim Amount Claimed (~Amount Approved ' by Register ,-, SEE ATTACHED RIDER.lOTALS REPORT OF THE REGISTER OF -iIIlL.l........~ I,he undersigned duly elected Register of Wills in and for the above Coun ,do respec ully report that I have allowed deductions in the amounts set forth in the above schedule c.s claimed,except jhere I h e set forth a greater or lesser amount in thoe last column to the right,which greater or lesser amo.lnt represents the;wed as a teductioi'I •_\ Da:e of Approval:IMAR 30 197.2,RUSSELL MARINO i ~-(_I~ ~Register of Wills ~ .~ " ", ~ ~. ~ Will }63-71-386 Adrninis,tration No._'·_'Year..., IN THE ..MATTER OF THE APPRAISEMENT OF THE ESTATE OF EDWARD KUHN Deceased Late of South"Franklin 'l'ownship County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL, SAMUEL GOI,pFARB ATTORNEY AT LAW 514 Washington Trust Bldg. Washington,Pa~15301 \'~.a ••,~\!. •l M,r ?-rl t\~R .,I Rile\'-',-,' REGIS; W!1:l.SH1\\\ ,\0 it·~. \RINO WILLS ,CO .•PA. ·. (File in Duplicate) COMMONWEALTH OF"PENN~YLVANIA DEPARTMENT CF REVENUE HA~RISBURG IN YOUR REPLY PLEASE REFER TO Peter ~lcHale ,Director Bureau of County Collections Department of Revenue Finance Building Harrisburg,Pennsylvania Dear Sir: Re:Estate of Edward Kuhn Dateof Death --",2c:-~2.....3.L:-=-7L,1,,--_ County of liasbington Sta-;e File No.63-71-38.6 Pursuant to the memorandun of February 25,1958,concerning valuation of closely held business interest3,I herewith ::,equest your advice concerning the value of the following: 3 A.Corporations NAME OF CORPORATION B BUREAU USE ONLY I TYPE 'OF NO.O?INVENTORIED VALUE SUGGESTED VALUE! SII{\RES SHARE:;UN IT TOTAL UN I T TOTAL P Com.200 1. B.Non-Corporate Interest NAME OF BUSINESS ORGANIZATION TYPE OF BOOK BUS.ORG.VALlE INVENTORIED VALUE SUGGESTED VALUE 2. 3. Remarks: Unlisted stocks: Enclosed is the available fin~cial data for all requests u:lder "B"l above and I await your advicie before appraisir_g any of the above d9scribed assets.~~PPROVED BY 7-~~J .,/ 'FOR ~r~---0 v~eT'Y/~rulYyours,~.-:., ~ETER J.McHltE V~ DIRECTOR Inhe::'itance Tax Appraiser Coun-;y of l{ashington Form RCC -41.L:rn .# RCC-Bl (6-71) COMMONWEALTH CF PENNSYLVAN!A DEPARTMENT ,OF P.EVENUE BUREAU OF COUtey COLLECTIONS HARRISBURG 1712" NOTICE OF FILING OF APPRAISEMENT RUTH CECELIA KUHN (Executor &XN~.tXJ"eX) IN YOUR REPLY PLEASE REFER TO Inheritance Tcx Division ) In Re:Estate of __--'E=D=-'~vA:..::.:F:..::.:.D=___=Klc::...·::...::TH=N~_ _.......W'.......A...."S.....H....I""'N=G'-"'IJ)~O=N__Cou ,ty -File N"J._-"'6...::<3_---'-7=1---'3::::....:8::::....:6~_ Dear lvfrs.Kuhn: You are hereby noti fied that the ~o~r_""i~g""i,.£n~a~l~_ appra isementin the estate of ----o&.;;E..uci~lNlLl;ll..1r....!..nL.....lK~l.A..1]bL.Lnl..l::_::__---------- has beenfi led in the office of the Register of Wi lis of \vashington County on March 29 ,19-.1..2.,Saic appraisement reflects the fol~owing valuations: Real Estate _ PersonaI Property ---"6'-',"""0"-"S"-"0"-.0....;0""-0""--_ T ransfers _ Jointly Owned _ Tota I ~6+,y.O>LSy.O..L'y.0y.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 tJX th:lt remains u~paid after nine (9)month (fifteen months when death occurred from Decerrber 22,1965 to June 16,1971,inclusi ..e; and twelve months when death occurred pri Jr to December 22,1965)from date of deathJ interest at the rate of six (6%)percent per Jnnun is charged'.. Any party in interest who is aggri~ved by an appraisement may appeal therefr:lm as provided by law. Date _..£~""{a""r,-,c"-,h,,,,---2,,,,-9>!.....J-'_1""'-"!..9-,-7~2 _ DATE OF DEAmH: Note:This is not a bill. February 23,1971 ESTAT~INSOLVENT RCC-39 (5-68) COMMOI'o'WEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDEtiT DECEDENT SU~MARY Es tate of...:..:K::..:::U~H~N~'L.-__-----=E=..:D=-\:.:..:vA:=R=..:D=--DATE 0 F DiE \TH 2-23-71 il.,ast Name)(First Name)(Initial) FILE NO.63-71-386 REPORT OF INHERI'='ANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the Ccunty of l'lashington Pennsylvania,do respectfully report that I have appraised the rfal anj personal pmperty as reported in the foregoing return at the valu~s set forth opposite each item in the last column to the'right in Schedules "A","B", "C",and "E". Dated:__}-.-:'Ia_r_c_h_2_9_L.'_1_9_7_2 _ REPORT OF THE REGISTER OF WILLS , VALUE AS REAPPRAISED $-------+--50 00 1 qrL 1L 1 fg (.'l'\--.-Estate Inso1ven I VALUE AS REPORTED VALUE AS APFRAISED $$-----__-- 6 050 00 INVENTORY Real Property (Schedule A) Persona~Property (Schedule B) Transfer,(Schedule C) Joint -Hdd Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SC-lEDULE F) CLEAR '/ALUE OF ESTATE Dated: I,the undersigned duly elected Register of Wills in and fo·\~ashington County,Pennsylvania,do respect- fully repJrt that I have allowed deductions in the amounts claimt,d by deponent,ex't as to those items where a greater or lesser anount is set forth in the last column to the right in Schelule uF",lch great or lesser amount represents the sum allowed !is a deduction. lMAR 30 1971RUSSELL MARINO) Valuation of life estates or annuities., . . . . . . . . . . . . . . ...$t: -----1 ESTATE TAX ASSESSMENTS $---I.-t: FOR USE OF REGISTER ONLY Tax on $-----------i---~ Tax on $f6U Tax on $--s% Thxoo$lK Tax on $15% ~~ptiMS * Total ES\ate -1-__ TOTAL TAX COMPUTATION OF !fAX $--------1-- $----,-----1-- $--------+--- $--------+-- $.~-------I-- $-----_---1._- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Le~s tax previously paid BALANCE Less 5%·)f tax if paid within 3 months after death ::::::::::=t=== BALANC~OF INHERITANCE TAX DUE $L Add inteNst at rate of 6%from_____to $--------1 AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate ta:.:paid $---lL- BALANCE DUE $----~~ Add intero:st at rate of 6%from ------tto-----TOTAL TAX BALANCE :==========~~ PAID $.....IL FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:\\here subsequent adjustments are made to the above cOlll(lutat:on of tax by t:Ie Register of Wills,for proper reason, s:lffi'e should be noted below,with short explanation. Will !...No.AdmInistration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF Em\fARD KUHN Deceased "-' ... Late of . County of SOUTH FRANKLIN T\VP. hl'ASHNGTON r Commonwealth of Pennsylvania REPORT AND APPRAISAL .I oj' 1 ·. ,,l • DEPARTME~~T OF REVENUE BlBEAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 ! COMMONWEALTH OF PENNSYLVAN'IA i RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.~E.~~?~.t ~.~.?...~. coyN:1')',!.~~..~.~~!1:.g~..~.~. FILE NO...§..J..:':':..7..l.::.3...~.§_ . Whereas..~~tW.~..J;.q ~~h.P.:_h.te of ~..~~:.~.~~.~.~.~!.:.~~.~. b the County of ..\v.a.shingtan Commonwealth of Pennsylvania.having died on the 4.3 r..d day of f.~.9..J;~~.r..Y 19 ?J.seized and possessed of an estate subject to Inheritance Tax under the laws of the Ccmmonwealth of Pennsylvania; Therefore.I..Al.;fr.~.g r..Q.~.t an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisem:mt of the said estate,and to assess and fix the cash value of all annuities and life estates grow:ng out of said es:ate,hereby file the following appraisement: In the event that any future interest in this estate is tra."lsferred in possession:or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Common....ealth hereby expressty reserves the right to appraise and assess transfer in"leritance taxes at the lawful collateral rate on any such future interest. Description of Asset PERSO:-.rALTY: See appraisement filed ESTATE INSOLVENT Unit Values $ Appraisement Made fol'Inherltll'llce Tax Purposes 6,050 00 6,050 OC '--------------------------------------+-----ft-----+---.I ...........,Penna. 'vASHINGTON County $, .RESIDENT INHERITANCE TAX APPRAISEMENT rr~~r i r~~~ir""I,',d h . e ~~~:~.-t.~,,~.;'1. .Estate of "'fZ't~··~",.".,.'.•.....A~{.r"~~.1..1.rl ~~,I!r ~i I (t!3J i ..EDWARD KUHN Deceased. Late of SOUTH FRANKLIN TWP. Date of Death,.....1!.~.:t?~.~.<:l.Ey ..~}.l ~.~.?J.:.:. Appraisemei!t Docket Vol.,J..'i1.:.. Page,..!f./..~.~No .c5...:3.~.7J.~..J.JH~.. Filed in Register's Office, Amount of tax due,$~,:. DEPARTMENT OF REVENUE Received, Examined'and Approved,:. Wrote abo.ut Appra-isement,.. Appeal f1'om Appraisement,. Entered and ch(Jrged,, I~ 'fRtrs.:'~?L,:I ~ \,IT Glier'·'R ri'~"ilIU II ~..PI.',,::'1,1:0 ;~t-j;'•."IIi,H.1,1 :"~:~ '"''''S''j'''''".'r ,'1,1 "'a 0"\'f·A .UJ~.b till C :~.fii-;\·.. ) " 'J RCC-49'(8-71) COM~ONWEALTH OF PENNliYLVANJA CEPARTMENT OF REVENUE BUR:AU OF COUNTY COLLECTIONS I"'HERITANCE TAX DIVISION HARRISBURG..17127 PENNSYILVANI:A ESTATE TAX DETERMINATION IJr R,.cL 2nd., WaSh l "9 rov. Co~,,1'''f ......,...;;..."~,' « ;-;- Date~Ly p.....,19 71-lo.~,.;..,- Estc te of:u.tV DatE-of Death J..J.3 ..Jq 1 J Cou,ty WCt.s~"..~ro~1)tJct((T 31·/61~2. Bureau File No./:;3,11.J f~ 1.Taxable estate per U.S.Estate Tax Return,Form #706 ;JUL\.(II.1974 2.Taxable estate per final change in Federal Return dated ~t("<.J..7,,q7J;.,- 3.Amount of credit for State death taxes. $~O,O'lc2 ,02.. $'1?'0 e.ha"qc n-::c~Pt~J.as F'(t'L As shown on return form or final change notice ($NtSI'Je-) ..----,fit!'"F As verified by computation NolVe. 4.Penna.Inheritance Tax due and/or paid 5.Normal Inheritance taxes paid to other States 6.Total Inheritance tax credits (4 +5) 7.Total liab!lity for Penna.Estate Tax (3 -6) 8.Less:Previous payments on a/c of Penna.Estate Tax Date of payment Amount of Tax paid Amount of Interest pClid $,------$,------- 9.Bal.ance of Penna.Estate Tax due (7 -8) 10.Interest due from to @6%per annum 11..Balance of Penna.Estate Tax and interest due as of _ Prepared by (DATE)(TITLE)(NAME) Re..iewed and approved by ~_~___.,.-- l\0l ------------------------- ..~.'.,..,~-.-.."'\ 1 a 9 9 9 5 3 5 0 0 0 :3 5 0 0 0 1 5 0 0 0 0 7 5 C 0 r :3 0 0 0 0 878 ':it c::;~..... (~1 2 9 3 8 4 3 0 4 o 0 1 1 5 8 ci 838 1 117 0 106 1 105 5 6 5 0 0 190 0 3 1 0 1 520 0 9 8 3 '4-' 2 8 0 0 2 2 7 0 2 0 2 8 3 6 8 14, 6 0 0 0 0 337 6 1 5 1 t:::..... 2 0 0 4 2 1 9 4 8 0567"'~~---.~.---I ~l-("1 ~• 605000 6050005 805672-