HomeMy WebLinkAboutOC1971-0442 - ESTATE OF WHITEj
Affi~autt (@f 1fxrrutnr (@r A~mtlltstratnr
t3-7!-tiL!t;tatr nf Jrltlt9ylualtta.t 99:
Q1nUltty nf )!IlIa9~tltgtnlt \
Personally before me,the undersigned authority,a .in and for said
County and State,appeared D.av.i.d J G.r.imm who,being duly
sworn according to law,deposes and says that he is the executorx>x~m~Kof the estate of
......;Q.~y.J.g.H.~W.hJt.§deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of...;Qg.y..i.Q.H.,klhi.:t.e.,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named Executor ~stmti:Jt.x
Sworn and subscribed before me this ..
day of Apr.i.l 19 ~.x 76 l~~Q.,~-:··~~~··_·...
ADDITIONAL INSTRUCTIONS
1.An inventory must be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
lJuneutnrg aUlll\ppraisewfut of the goods and chattels,rights and credits which
were of ;Q.~y.J.g.H.,W.h.:i~.~late of Q.bar..ti.e.r.s .T.Q:w.nshi.p.,.
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS CENTS
Personalty:
Proceeds from life insurance policy with Metropolitan
Life Insurance Company -
Insured -David H.White,Sr.
Beneficiary -Antonia M.White,who predeceased the
insured,proceeds thereof paid to the
estate of David H.White 500 00
Realty in the Commonwealth of Pennsylvania:
A lot of ground situate in Chartiers Township,Wash-
ington County,Pennsylvania,containing 0.785 of an acre,
upon which lot is erected a small frame house and being
the same lot or parcel of land conveyed by Boyd F.Folkens
and Lydie.E.Folkens,his wife,to David H.White and Antolia
M.White,his wife~by deed dated April 1,1960 and
recorded in Deed Book Vol.1073 -page 22.
(This property is located on the Arden-Hickory public
road and is now occupied by David H.White,Jr.)1,500 00
Total appraised value of estate 2,000 00
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RCC-43 (5-65)
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COMMONW~ALTHOF PENNSYLVANIA RECEIVED '
DEPARTMENT"OF REVENUE C'oUNi"fJ~E:I\U Or.:'
,HARRISBURG r l,OiLC{~'r/ONS
Af{~23 9 40 AN '71
R.D.1,Box 120,Vi'ashin;ton,Pa.15301
227 Williams street,Washington,Pa.15301
-,
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 Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING Western Penn1 Natior'al Bank
FINANC IA LINSTI TUTI ON _---"Z.....,l.....E......--.....P....j k,."e;;j"".,WS..w.t&.4',,,,,,,,Ho.loI.m..,ls;;ut~,Q.u.n+""1P....a....•_J.L...i~.....J=4L..?_
ADDRESS --------
ACCOUNT NO.OF JOINT,#:6
TRUST OR INVESTMENT DEPOSIT 13_3 _
NAMES ON ACCOUNT
!OR INVESTMENT D_aV1_·_d_H._Wh_it_e_Sr__o_r_D_a_v_id_H_._Im_,_i_te_J_r_.
DECEASED JOINT DEPOSITOR,TRUSTEE OR INVESTOR D_av_~_I.,d_H._Wh_i_te_S_r_._
ADDRESS
DATE OF DEATH 1_ifu_r_ch_2_9.;...,_1~9..;...71~_
SURVIVING DEPOSiTOR,
BENEFICIARY OR INVESTOR __-,--__D_aV_l._·d_H_._Wh_it_e_J_r_._
ADDRESS
RELATIONSHIP TO DECEDENT __-,..._...;;S~o.:.;n _
DATE DEPOSIT OR INVESTMENTWASESTABLISHED 11a_y_l_5,_19_6_7 _
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $,;;;;.14~3:.:.;.2::..4~---------
/'
/
Manager
TITLE
OFFICIAL.NOTicE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The property on which tax is hereby assessed consists of:-.Jt.-.,llill.c:~aJC:1.n4ga...Ac..c.o.J.1Djul.lJ~~IWU.n....tnL1
\tlAS~Wi Pll;~~C.ylVANI4 rATIonI BANK 22 'Ff,pTKF STRfliT,HOJl<':''l'OhT,PUINf''YIVANH 153112.In the
'SJ01
2~WILLIM'f.E;~'F~T.j
Date:API'il"'~OT'1~9~7t..1-1-----
County r,'ASHUK1TON
County File No.ri3t -Ib..§'-7
Bureau File No.'J ~71"'!y:l
We have received notice that,tmJ~~K~mxXXXxxmxxmxxxxYXnXXnXXXlxXXXXXXXXxxX'
on lfi.rch 29 19-41-,you came into ownership of certain property throu9h~~JctKm
tfn.lfIJU(~~Y.XkGttnnK«Transfer from,rAVID H.";HITE SR.,deceased.
namea of DAVIe HeWHI'll::SE,DR DAVID HeYjHIn.JEe Opened Mq 15,1967.Balance &1 ot dAtI ot
appraised by the Commonwealth,as of the date of death,at $'43·24
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$__---<7~1....Q6~2-_-$--------1
AMOUNT OF TAX DUE 4.30
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$-======
.,,;100,,"•_.-".'-\,~••'
-I-'to.,..to:_t..lit ~'~~",~~i
To insure proper credit to y_t>~c~
this Official Notice must accompcm,
·yollr payment..Maii oj brlng,ihtos:::tr.;';,
I./.J(j9'."
1(~11 At{~:f'~.;
AGENT fOC~~:~~~~~~NW£AlIii':>:;:~.~:~
WASHINGTON,.PENNA.15301 :/'
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- - - - --2~- ---
----------
s
;,,".ASSESSED BY~~__-:--~
(Agent for the Commonwealth)1.
8--...4t;c14fi¥9-
C--3 q fjiJ.:t
INSTRUCTIONS ·TO TAXPAYERS...
-."."".....
Moke checks or ltIone)'orders payable to:
"'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:)Zf:,-~-u-~-;7,..S
~.,'t,·(Inheritance Tax Appraiser)
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before June 29,19 l
'
,you may deduct a
discount of 5%of the amount of tax due,or
o 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 also due as of * _
19_in the amount of .
,.',
"'
':.'~~"..".'C,...
•.'>,..".:'
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THE THREE TESTS WAlCH 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
.~:~
,v '.:'I:u-~ov~.o1readY paid this tax to an executor,administrator,attorney or other personal representad..:'··~'I\{·ff,'
~:~ce~"J fot,lo~arding to the Commonwealth,list b.low the date paid,name and address of thct persoi M'"
,,~r:~1~.~paym,,,t,their oHicial title ond .the amo~nt..'.1,':,,..:;':.,''~.
•~~;'~\l'•,",~.•,,\•Lj;~."~4·:f".",'Name gnd AddreSs of Payee ,QHjc:jal !iti,;,,;'"h'Amgynt'PP.id~.::'~:~.'.,_,I_~
i :~::;jr('(~::':>';'."..:.'.;I~kttl,}:('·
'.!..,:,.'•.-....,-...'.I P.~f •';'5't ~~,¢,,).~tri d ,n,..~-..'It ~~~~"'~..I;it:~~~.:~?-'''~f ,:',;>:,~.:~<. :',','t.•
~tt'IJ:~:"\~...'..~."....:"~-"",""'.
I .,,;•.U~:'~rtain.circutl'f.tanc:,s,if,after ~he date of death of the decedent,you personally paid funeral ex~ns~~,r,·~L.'ir ~~o1hW>itJlt.to.tt·of thde'ddeeedent,with fu~~s deriy.d.from,thhe property herehin taxed,such GmfountsdexP',ncle'i
f
.,:"';,~.';~:\'"
'-p.."!1.•.....•.::r.}..:O¥.~'5J..··,:e:.".'.".'1..--.CI~,hr a.,e..uc.tionSQg!i,\st tne,ro~.~a.v~~:t •prop.rty .in:'.t •eo.",~uta.!ion.o .'~.x .v"._.'..,"'.:.l~'..'::":~,!.~~lt.!!~i~Y~~~~toU o{tbe~r"f~llow,"g tes~s,It IS rec.omme?ded tho.t you,Ir-.n Ize t~.P.01men's I».PIQwf <i(~••~Oti'ttt.afftaOYlt,and return thiS notice.The Register of .W.lls w,,,exom,neth.d.bts,e1a,me4 .(Ind:QHOWt;~,~/tho••which he determines to be proper.The tax will then be recomputed arid you will receive an amended .'",'
:;t:!!~··:aSHSSIft.nt of tax,.,'".',;..:~d.J
t~I '\.;•~f ~~t,'~
3·These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal rep'resentative of the decedent handl ing the administration ofthe general estate of the
decedent or any other transferee.',..,.
;.
~rl-4Fmll F OF DEBTS
Date Paid Nome of Payee Description of Obligation Amount Paid.
,-,~~.
"
.,
TOTAL S
(attach separate sheet if required)
COMMONWEALTH OF PENNSYLVANIA).
S'S:
COUNTY OF._..-...;.-_
I,hereby certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent,,for which I
WO$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 S •
Oat.of Approval:_
Register of Will.
REQUEST FOR LEGAL ACTION commo.W~~.I7Y J I
Department of Revenue j
Bureau of County Collections ~
County File ..13"'-lS:~1.x.65~-;;..L7 _
Estate of David H,White
Date of Death _3~-_2.;..;9---.:..7_'_
Co t f Washingtonuny0
Bu reau File No.6 71::0
Name and Address of Fiduciary (ies)or Transferee David J.Grinm,R,D.#4,Washington,Pa,
Name and Address of Attorney G.Ashton Brownlee.Washington Trust Bldg,.
Washinaton.Pa,
1
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J
"
1
The provisions of the Inheritance and 'Estate Tax laws of the Commonwealth of Pennsylvania
have been violated and I recommend that the following legal action be taken to compel compliance:
1.[XJ A petition for citation be filed in the local court for failure to file an inheritance tax return.
2.D A lien be filed with the local Prothonotary against the real estate owned by the decedent to
protect the interest of the Commonwealth.
3.D A lien be filed with the local Prothonotary against the real estate owned by the decedent to be
followed by a petition for citation for·failure to pay Pennsylvania Inheritance tax due in the amount
of $~-_plus interest from _
4.D A petition for citation be filed in the local court for failure to pay Pennsylvania Inheritance tax due
in the amount of $plus interest from _
I have made the following demands for compliance without results:
Date of Demand Name of Person Contacted Title Method Contact 'I1
6-18-75 G.Ashton Brownlee Attorney 10 dar letter ~
7-a:75 DaVid J.Griiljiij EXecutor 10 day letter
'{-21-75 DaVid J,GrfiDiD ElCecutor Certified 118
'7-21-75 G,A8htOn BrOWii1ee Attorney Copy of CffAified
j-;;l3-7G
TITLESIGNATUREDATE
j USE REVERSE SIDE FOR ADDITIONAL INFORMATION
Lett~rs_granted April 281 1971 to David H.Grinm.listing $600,00 Personal Property and
~1,500,00 Real Estate.lJavid Grimm still resides at above address,
----~~-~---~-,---~.-
OFFICE OF'THE REGISTER OF WILLS
-.
County of 0 0 0 0 W13:I:lJ;1~o:q.f6:toQIJ.o 0 0 0 0 0 0 0 , 0
,'0 0 J?8;Y~?:0 ~o·o 0 gro~~.0'0 0 0 0'00.0 0 000.'0 0 0' 0'0'0 of .0 ~~0 Po·o 0 ~o'o .1tlo8;~J;1oio!?-g~o~~.'o o~~~r:~Y.~YAA~?-o"
(Name)(Addreaa)
being duly ~~_C?.~!?_.~according to law,deposes and says that he is the ~!:~g_~~_C?.~_
(Exec.,Adm.,Les-=,Etc,)
of the estate oL .P.~.'!.~g.g_~WJ:.'l:~:t;;_~.. ..whose last residence was __g.~?-Rt..J:.,@.r._~~Jf.P._u.__.W§,§.hingt-9.p
.(No.)(Sll'eet)
Form No,RCC-62 (6-70)THIS FORM:REQUIRED IN ALL ESTATES WITH GR081il ASSETS UNDER 110,000,UNDER SECTION 701 OF ACT OF JUNE 16,1ge1,
EFl"ECTIVE JANUARY I,1962,(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)
.Q9l;g~.:tf_Y.:..t.._~_E?_J;'!!1__~!__L.__.__.dec~ased,and that the whole of the estate of said decedent,who died __J1g.r..c.b..--2.9.~..~971,
(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 A~lD RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
A lot of ground situate in Chartiers Township,Washington
County,Pennsylvania,containing 0.785 of an acre,upon which
lot is erected a small frame house and being the same lot or
parcel of land conveyed by Boyd F.Folkens and Lydia E.Folkens,
his wife,to David H.White and Antonia 1'-1.White,his wife,by de ed
dated April 1,1960,and recorded in Deed Book Vol.1073,page 22.
(This property is located on the Arden-Hickory Public Road and
is now occupied by David H.White,Jr.)1,5,Q9 .00
~~
Personal Property
Proceeds from life insurance policy with Metropolitan Life
Insurance Company.Insured -David H.White,Sr.
Beneficiary -Antonia M.White.who predeceased the insured.
proceeds thereof paid to the Estate of David H.White.r:;00.00
J~_TV
I-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 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.x
Jointly Held Property Estimated
Value
-None
~---------------I--
-None -
I
Transfers within TWO YEARS Prior to Death I
-------"------------
i
-----------1~--
!-:-----
________L
That at the time of death there was no safe deposit box registered ih decedent'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 THIS SAFE DEPOSIT BOX RENTED -I RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF I HOLDERS TO DECEDENT
._._--
-
BENEFICIARIES
__J
RELATIONSHIP SURVIVED AGE OF LIFE
BENEFICIARIES AND ADDRESSES ,(If'step-childl"en or TENANTS 'OR INTEREST OFDECEDENT(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
..
David H.White.Jr.Son Vt=>.<:!entire est.$=lt.A
,
~
----
I I
RESIDENT DECEDENT 'DEBTS AND DEDUCTIONS CLAIMED,.
~OTE:List first five items in the spaces so provided observe notations thereon and instructions',',,
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
,IItEGISTER ONLY
William E.Speakman Funeral expenses paid $91.J.5 00 $
David H.t1fhi te,Jr.,son Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)1,500 00
Administration Expenses •Lt6 00
G.Ashton Brownlee Counsel fees •100 001
David H.Grimm Fiduciary commission •100 00
OTHER DEBTS AND CLAIMS
(.)See Note below
I
I
I
I
Total 2,691 00
"~~.p ~..4.,~~~.1?-~.~g~~~.'...~!3:!'.
(Street Number)
Subscribed and sworn to before me this ,.
April
day of X>.m;.~,19.iil$x.76
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission 01'debt is greater.
01'less than the estimated amount claimed and allowed.
(City or Town and State)
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this
.............., ,day of ~~.... ..~•I~..·'~·..·t .
\...•..~~.-r"",U.JL..Y\.~.....
ApprAiser
In the event that any future intel'est in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the
expiration of any estate for life 01'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 TH4~GIST,J:'R OF 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 deponent,except as to thos items where a gre er or lesser amount
is set forth in the last column to the right in said schedule above,which greater or lesser amount repr sents the sum allow aas a deduction.Da"d,7l1T~I;/f.2r;.
I~---------------~-------
,Form No.RCC-62 (6-70)======::::::::===
"
i'
~,.WillAdministration \No Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
David H.White,
'O ..'O ..'O'O ..'O'O'O'O'O ..'O'O'O'O ..'O'O'O ..'O ..'O'O ....'O ..'O'O ....'O'O ..'O •
Deceased
Late of ...Ghart.j,er.s..'J'.Qvyo:p.s.1;tip......
County of Washington .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
$-:;,~n;_,_
en '":;:_.......-..'-'"
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..COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING or APPRAISEMENT
David J.Grimm
(Executor or M1fnmlYS1fYcff&1:
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
j
In Re:Estate of
Washington
Dear Mr.Grimm:
David H_White
County -File No._6_3_-_71_-_4_4_2 _
You are hereby notified that the---:-c:--_-"'o-=.r-=i.og-=i""n""'al=---_
appraisementin the estate of_D_a.:::.:v-,-l:::.·d-=-Hcc:...:::...._W...:h=i::.ct:...:e=---_
has been filed in the office of the Register of Wills of_--:.:W""'a=:.sh=ino-"go.t.:::.:o""'n"'----.
County on May 21,,19 76 ,Said appraisement reflects the following
valuations:
Real Estate --=l"'-l,'""5:..=0:.:::0.::.-.:::..00~_
PersonaI Property__...::5'-0_0_-_0_0 _
T ransfers _
Jointly Owned _
Tota I ---==2:..>:,-"'0-=.0-=.0_=__0-=-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 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,Pb '.[)jJ ~
Date May 21,1976 ......S.Lg~VU-t..z..-./K _..e I "
Title Appraiser II
Date of Death March 29,1971
Estate Insolvent
Note:This is not a bi II.
•RCC·39 (5-f8)
COMMONWEALTH OF PENNSYLVANIA
TR~NSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of_\'1.:::h==i:....:t.:::e ---=D-=a:...:v-=i-=d:.--_----..:H~.=_____DATE OF DEATH 3-29-71
(Last Name)(First Name)(Initial)
FILE NO.63-71-442
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_~W~a:::s:.:.h=i:.:.n::l;g:l...:t:.:o:.:n~_
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".
\ I
_+e:...----=----=:.-=-=-==----..~___..:,~~++..:.::...:::.-;=.::::May 21,1976Dated:--_----::...._---'--------
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,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which gre ter or lesser amount represents the sum
allowed as a deduction.
VALUE AS REAPPRAISED
$-------+--I.')uu uu
snn nn
2,000 00
2.6q1 00
Estate Insc1vent
VALUE AS REPORTED VALUE AS APPRAISED
$$
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
COMPUTATION OF TAXFORUSEOFREGISTERONLY
Tax on $+-__2%
Tax on $(6%)0
Tax on $---------+---~
Tax on $10%
Thx~$1~
Exemptions *
Total Estate ----I__
TOTAL TAX
$------..,.------1---
$-------+---
$----~---I-~-
$----------1---
$-------+---
$------_-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 :::::::::::::t===
t=//
l-
t=
$....J
$------
$---------l
TOTAL TAX BALANCE $----~
PAID $-1
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6%from_____to $------
AMOUNT OF ESTATE TAX ASSESSED $--~---lL-
Estate tax paid $----Il--
BALANCE DUE
Add interest at rate of 6%from
-------tto-----
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.
l_·_
~
Will
Administration !No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
pa,v.:Lci .lI~\oJlli.:tE!
Deceased
Late of .....<::M:r.:t.i~;r.R..'l'\VP.~.
County of\oJa,~l1i.Ilgt()!l
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~
.,
COUNTY __W_a_sh_in_g""-t_on _
FILE NO.__6..;;..3-_7;.-.1_-_4_42 _
RCC-2 (2-64)
DEPARTMENT OF REVENUE
BlfREAU OF COUNTY COLLECTIONS
HARRISBJ.JRG,PENNA,17127..
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE May 21,1976
TCoot·Da °d H Wh·tWhereas,V1..1.e late of r 1.ers wp.
in the County of Washington Commonwealth of Pennsylvania,having died on
the 21st day of May 19 76 ,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,Dominic 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 de·cedent 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 Anet Value.Mad.for Inheritance
Tax Purpoles
Real Estate $1.500 00
I Personal 500.00
See copy of attached appro
Total 2,000.00
ESTATE Insolvent
,I
~
:
~
Having been duly sworn accordi~to law,I do hereby certify that the b ~appraisement is made in con-
formity with law on this of 4L day of 19$.&.
-"'........--"'=......:::L::=:&::.:"'7"'"'-.;;..;...,l<-'"-~~-------,Penna.
------------_.-----------
\'iashington COlmly
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
David H.\'Jhi te
Deceased.
Late of
Chartiers Twp.
Date of Death,March 29,1971
Appraisement Docket Vol.,38-165-7
Page,No.63-71-442
P 'l .R .--'II:May 21,76,ed m egt.st~s OJ/.ce,19__
Amount of tax d"e.$_
DEPARTMENT OF REVENUE
Received,
Examined at/d Approved,_
Wrote abo.ltt Appraisement,
Appeal /"om Appraisement._
Entered and charged,_
..
-
II