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HomeMy WebLinkAboutOC1971-0501 - ESTATE OF JONESR C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA-'E REFER TO In Re: Estate of ______ ~WT~I~J~·IAM~.~~R~~~.J~O~NE~sL-·-------------- -.. ~ -.-·-···--_· ,.---------lW.~'A~S:!..!HcA..IN~GiL.T&.liQ"-· _.No~.-_______ County - F i 1 e No. 63-71-501 Dear Miss Jennette, You are hereby notified that the _____ owr~1-·gl~·nua~1 ______________ __ appraisement in the estate of WILLIAM R. JONES; has been filed in the office of the Register of Wills qf WASHINGTON County on June 24 , 191JL. Said appraisement refleqts:the following valuations: Rea 1 Estate ----'-----------,..----------- Personal Property ______ ~6~Q~,~9~.0~0~------- Transfers ______________ ~--~----~--- Total ----------------~-~6~0~9~•0~0~·------- As to such ~ax 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 one year from date of death, interest at the·rate of six (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ ~J~un~-e~24~1-=1~97~1._ ________ __ Signed ·.W~tk'>~ ·~~. Title ALFRED TOSI, APPRAISER I . . ·.·. ES.TATE INSOLVENI' . DATE OF DEATH: January 23 1 1971 Note: This is not a bill. j RCC-39 (5>68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT .. -• .._4 SUMMARY Estate of_JO_NES _____ WILL___.:_.:.::.;.::.....IAM-=-: ___ .::::R:.:.•-------DATE OF DEATH 1-23-71 FILE NO. 63-71-501 (Last Name) . (First Name) (Initial) '. REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_~W...:..::A_S~Hc::.INcc::..:..G::..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". YO--LV Dated: __ JJ.J_...u ..... p~e..._..2,..4'*'_.....1..;igz!..f-J.l ___ _ 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 "~~·ch grea er or lesser amount represents !the sum allowed as a ded~:~_ction. \ Dated: June 24, 1971 B~ ll /v-J....~ } \REGISTER OF WILLS 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 VALUE AS REPORTED VALUE AS APPRAISED $ $~-----~-- ~--'---...L.:!:iES~T~ATE H50LVEN1' annuities . . . . . . . • . . . . . . . . . . . $ ------~-- EST ATE TAX ASSESSMENTS $ ------'-.L._- FOR USE OF REGISTER ONL,Y 2% 6% 5% ' COMPUTATION OF TAX $-~----~-~-~~~-­'. $~----~L~-+--$-------~~-~--+-~~-· ~-f.· .• .$ ________ ~-----+-~-~ . !:., ~:! ;.t t- ~ VALUE AS REAPPRAISED $ ______ -+-- Tax on·$---------+--- Taxon$-----------+-~­ Taxon$---~------+--­ Tax on $ ----------+--- Tax on $ ----------+---4 Exemptions========:i=== Total Estate _________ ____. __ _ TOTAL TAX $----~~-~-4-~- / $---------,--..l.--- (•)· 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 $======== BALANCE OF INHERITANCE TAX DUE $ ------+-- Add interest at rate of 6% from ------to ------- AMOUNT OF ESTATE TAX ASSESSED $-----+--- Estate tax paid ' $ ______ ._~ ___ BALANCE DUE $ ______ ._~ __ Add interest at rate of 6% from --------~10-~~----$ ---------+---- TOTAL TAX BALANCE $ ------+--- PAID $ --------'-- 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 beiow, with short explanation. tp' Will Admini~tration "· ' t No ....... . ... Year ........... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF . .WILLIAM. :R .... J.ONFs.. · Deceased: Late of. ; ~c::P.Ql'JAI.p County. of WASJP.J\U.TO:N .... Commonwealth of Pennsylvania REPORT AND APPRAISAL . ~~ .. · .. : ,> ... ~ ~.· ·•<; ("• . J> .j-., ~~~-,. ~ .. ,.,, ...... ... il' ~ .. ,;:;, .,.,) •'•) .. ·.") ;' f., ~~~ ' ' -· .> ·~ O,J c~ J";;, ,_. c~ ., ... ·' ....... 0 •1'"'1. ,. : ..... t :I'· "i! C" '· ?~ .. ' ' ·.l r~ ;-., '~~ :.::~; .iJ -e ·::..l ~ t .... · ..... ~ . "· ~ .J .' 'I .~1- .:-:·i ~..-·' ~ "-'j 'i ,_.-,., '~-'I ~-~ ·' '· ., < .... · .; 1·;-. \; x I .. Form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE .......... :.J.JID~ ..... ?.4 . .t ..... ~9.l..~ ............... : ................... DEPAR!f.MENT OF REVENUE RESIDENT INHERITANCE TAX was~ton ~ 'I ---COUNTY BUREA~ OF COUNTY COLLECTIONS ·-······························· .. ··· ··-····································"''''•••"· HARRISBURG, PENNA. 1712 7 APPRAISEMENT FILE NO. . ... ~?..:7.!:.?..9.?:: ............................ _ .................... Whereas, ..................................................... ~ .... R .. ~ ..... t!.Q~ ........................................... late of . ................. M@..Q~ ................................................................. ih the County of .:.~ .................................................. W.AS.J.fP'lP.T.QN ................. : ....... : ....................... Commonwealth of Pennsylvania, having died on the ................................. 23.0. ...................................................... day of ................... t!.~~~··································· 71 19 ............• seized and possessed o:f an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ALFRED TOSI 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. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ PERSONAL: . . . .. Balanc~·. of funds apprar:ing on books of John J. Kane Hospital of the decedent 609 00 ESTATE INSOLvmT I., ' -J •. h _, ' .. ! ·--~ + ~ .. r;) i .,.. ·~ l; ~ C' .. -•1 ; ·~ • J ~ • . ' . ,· . ~ ' .. ~ ·-. " '. •.: .. ~ . ~~ .. ; .. • ' -:· .. •· •· ~ .... . . . . .. r. ' ., ' t<.J(Numbe-r and Str~et) ·······························································~··························• Penna. ·•. .• WASHINGTON ................................................. ·:County RESIDENT .INHERITANCE TAX APPRAISEMENT Estate of . WILLIAM R. JONES ................................................................................................................ Deceased. Late of ......................... :.McDONALD ..................................................................... . Date of Death; ............. -.1~.2.3:~~71 ........................................... .. Appraisemel!t Docket v;ol., ... ~ . .t... .................................. . Page, /8:..'1..-:..f.. ................... No ..... ~3..~7+.~2.9.~ ........... .. Filed in Register's Office, ...... ~~~ .... ~.' .......... 19 ... 7.~ .. Amount of tax. due $ · J ········································,····························· DEPARTMENT OF REVENUE: Received,· Examined and Approved, ................ .. Wrote abo.!tt Appra.isement, Appeal ft'om Appraisement, Entered and charged, ,. ) -. ... ..-. ! .. ... ~·:· '"' ..._,_. f; 't' r· :t~' .C\\ <~-c ·,-. ~.", -~ ~ C.· ., i-~ · .. ; c ,, .,. ~. "' i I .·., ,, --~. ,,. ···: '.,, ,-·-. """: ~ l .! ' t-'' ....... -::; ( --~ .. ,. i· l \~ , .. .:tJ :::·· -~ ... . . } ... •' .J~ ~iL-Y -... _r eo. ,.. •' r(t <__ '-11 i ,. 1. <i I } ' ' J ··."! .. ., ., '~ 1: •• NO. ro I v I ~ 7 J ESTATE OF ·wn.LIAM R •· JONES, DECEASED PETITIGN . F0R SETTLEMENT OF. SMALL ESTATE . . ORDER .. OF CoURT ::~ :=; ~ .l:• it1 ;:~ (11 0 '-- ::c ::_ ·~~? -(f) ~~­z -j I~ G;-r.-1 ~-. -t ::::.· ... ('_') -· ~ -...:· '--... ~--~ ~., C:> ~.: .: 0 ~:_: :.:. ; r .. -:~ ur-c=-> (/) ... -.I 3: :Do ...... --:: '-:J '-<..) c;::, -:'_t,...J .r ·~' .-~ ~ ., 7' 2 ' ~ ~ ..... .,. ~~-.. JOSEPH C. RALSTON ATTORNEY AT LAW PROFESSIONAL. BUIL.OING McDONALD, PENNSYLVANIA J ~4-~£-( ~ 1 li ,. ., :t)~"\•7r'•O,, it I· i ,· j. t: ,• :~ 1~ ;: l. ' I• 'i '·:·: -~ ~~ )' ·;! .:' ;'rl 'i· :i ~.: .. ' :! '· ., .1' \);· ~ '.I .... ... ,. ~.. •. \..{~~:: ;{ ..... ~:· ·.:.. :? .·:ti.,:i-,·.:.~,: ~-··, ~. I .~ . .... -. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA, ORPHANS' COURT DIVISION ESTATE OF WILLIAM R. JONES , DECEASED ) ) ) ) ) r-tl/-...HI/171 No. \)"" / PETITION FOR SETTLEMENT OF SMALL ESTATE TO THE HONORABLE, P. V. MARINO, JUDGE OF SAID COURT: The Petition of Rachel Jennette respectfully represents: 1. That the said William R. Jones, whose last residence was the Pitt Hotel, McDonald, Washington County, Pennsylvania, died January 23, 1971 in the John J. Kane Hospital; at the time of his death Mr. Jones was aged 85. 2. That the decedent's wife, Ida Jones, died June 29, 1968. 3. Letters Testamentary are not comtemplated in this estate, because of the assets hereinafter described; however, decedent left a form of Will, the pertinent clause being, "If my wife is deceased before me, then I bequeth all of my earthly belongings to our dear friend, Rachel Jennette of Highland Avenue, Oakdale, Pennsylvania." Your Petitioner is the Rachel Jennette mentioned in said Will. 4. Your Petitioner has paid funeral expenses in the amount of $1,150.00, as shwon by attached receipt and has taken care of all other bills of the decedent. She has, on her own expense, ordered a tombstone, at a cost of $145.00, and will pay for this stone from her own funds. 5. Your Petitioner has been advised by the John J. Kane Hospital that their accounts show that there is an amount of -1- J . ' $609.00 payable to the estate of William R. Jones, the said amount being an overage of pension funds over the cost of his care in said hospital until his death. The said hospital is ' willing and anxious to dispose of said funds to persons properly entitled thereto. Your Petitioner, therefore, prays your Honorable Court, pursuant to the Section 202 of the Fiduciary's Act of 1949, as amended, to direct distribution of said funds of $609.00, now in the hands of John J. Kane Hospital, to your Petitioner, as the sole and only heir. And she will ever pray, etc. -2- RICHARD THOMAS FUNERAL i'tOME ONE STATE STREET 0AKOAL.E, PENNSYL.VANIA 15071 l'rlrss. Rachel Jennette Highland Ave. Oakdale, Pa& 15071 Ffb. 16, 1971 Complete funeral expenses for William Jones, including caske~ personal ~nd professional service vault, and all facilities of the funeral home. $ 1150.00 • l • Form NALY No. 169-Aflldavlt For Sale by P. 0. Naly Co., Law Blank Publishers 415 Grant St .. Pgh,, Pa. 15219 . --.-..i. "l . J ..... Before me} the subscriber ______ !._~---~~-~~~---~~~-~-!----~-~~-~-~~-~---~-~---~-~~--~~~-E · ( ' - -----------------------· in and for the County and Commonwealth aforesaid) personally appeared·--------------------------------------------------"-·· -WILLIAM R. JONES, 231 SPRING .STREET, OAKDALE, PENNSYLVAlUA who being duly sworn) according to law) doth depose and say .. ~~-! ___ ! ___ ~~-~~!.-.. ~-~-~~:~~--~-~---~-~-- MY EARTHLY BELONGINGS TO MY BELOVED Villi'E, IDA JONES IF .M.Y DEATH DOTH . ----PREBEDE ___ HEREf~----IF---m··-wfn···ra···n:Ec-EASEif-BEFORE·-·w·~----TRElFT--BEQ.1JET1f--ALli---oF ____ ifi ___ EAiTBLY ___ j"i£LoNG11as·--T·o··-omf-DEiUC"FR:!END·~---i-icBii ___ JiimiTTi--oF--HiGHLA1in :. . --~jiiwi~---oAKDAiE"~---r;E"ii:Ns:Yi:vANIA-~------------------------------------------------------------------------------------------------------· \. . . . I ' .............................................................................................................. 7 .............................................................. · ........ .;. .............................................. .,; .... __ ,. _______________________________________________________________ • and further deponent saith not.: . §worn d s b ·b d b f.· · · th' 18tb an u scn e e ore me . ta,--------------- ,,~ NOVEMBER · ·· · . . . 6'1 'd(ty,.l!f::/j:jJ.:·----.----;,·------7)--,---_-.--1;-·. -------------------------_-1--.··~D D:,_. 1 1~9. ~' ~~ ---·:------------------------~----------r-i;;----~:·-------_---~-~~"-··-:---e j ·--~----~~---l~----_-----w-­~-:Jo ~ r-' -,.,. COMMONWEALTH OF PENNSYLVANIA) ) SS: COUNTY OF WASHINGTON ) Personally before me, the undersigned authority, appeared Rachel Jennette, the within Petitioner, who, being duly sworn according to law, deposes and says that the facts contained in the foregoing Petition are true and correct to the best of his knowledge and belief. Sworn to and subscribed before me this ---- day of May, 1971. NOTARY PUBLIC ,__...., .-~ ... ·~· IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA, ORPHANS 1 COURT DIVISION ESTATE OF WILLIAM R. JONES, DECEASED ) ) ) ) ) No. ORDER OF COURT 6L AND NOW, to-wit, this /f--aay of May, 1971, the within Petition filed in open Court, upon motion of Joseph C. Ralston, Attorney for Petitioner, the same is directed to be filed and the John J. Kane Hospital is hereby directed to make payment of the sum of $609.00, now appearing on their records, as to the Estate of William R. Jones, Deceased, to Rachel Jennette, as the sole and only legt:ee thereto, and this Order ! \ will be sufficient authority for the payment of said funds. Form No. RCC-62 (7-69) THIS FORM REQUIRED.IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, J EFFECTIVE JANUARY 1, 1962. (FILE IN OUPUCATE WITH COPY OF WILL ATTACHED) OFFICE OF THE REGISTER OF WILLS County of . -~~~-q~pg~9.11 ...... · .. :: .. : . . . . . . . . . . . . . . . . . ~~C:*.~~. ~~~P.~~~-~. . . . . . . . . . . . . of ~.i:g~~-~r:-~ .. ~Y.~t:J~~ '-. 9.~J:t~.~~~-'-. ~~h~~.Q7~ ... (Name) (Address) being duly ------------------~W.Q~n ......... .according to law, deposes and says that he is the ___ h~~-~----------------------------------------------<Exec., Adm., Legat.,.,, Etc.) of the estate oL ... ~~1J!~-~-! ... J~~~-~---------------whose last residence was~~~-~--!!~~-~!-'---~~'!?~-~~-!~-~-------------(No.l (Street) ---------------------------~~-! _________________ deceased, and that the whole of the estate of said. decedent, who diedJ~!!.!~-~.11211 ____ _ (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 Azlm RELATIONSHIP OF OTHER OWNERS . .... ~-...... "*".. ~ Real Estate Estimated Value NONE . . . '"-. $ o.oo - Personal Property .B alance of 1DI funds appearing on books of John J. Kane Hospital 9 W:~ ._., of the decedent. $. 609.00 ' .. ·-. ' t ' ( ... . ~ . -· r' ' : v' 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 ~igned 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. J . tl H ld P t Estimated om y e roper y Value ~ ' ~ ' .. "':· -.. NONE r• -1. ~ J ( c I . : " - ~ I. ~ -. .. (. . . - $ o.oo Transfers within TWO YEARS Prior to Death ·- NONE ' $ o.oo 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 oL 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF NONE - BENEFICIARIES ' BENEFICIARIES AND ADDRESSES (State full names of all and their addresses who have an interest~ vested, contingent or otherwise, in estate.) achel R A :venue, - Jennette, Highland Oakdale, Pa. 15071 ' RELATIONSHIP AGE OF LIFE (If step-children or SURVIVED· TENANTS OR DECEDENT illegitimate children STATE YES ANNUITANTS are involved, set OR NO AT DEATH QF forth this fact.) DECEDENT None ·Yes ' . ---··-- RELATIONSHIP OF JOINT HOLDERS TO DECEDENT .. ' INTEREST OF BENEFICIARY IN ESTATE: !Entire ' ' --- ' ' RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE· List first frve items in the spaces so provided observe notations thereon and instructions ' ' ~. ' DEBT ·~R CLAIM NATURE OF SAME AMOUNT THIS COLUMN .::=.."";• 1tEGISTER ONLY Richard Thomas Funeral Ho me'uneral expenses paid $ 1,150 00 $ Family exemption (will not be allowed unless I decedent died residing with a spouse or children.) Administration Expenses • Joseph c. Ralston, Esq. Counsel fees • 50 ool Fiduciary commission • OTHER DEBTS AND CLAIMS I ( •) See Note below Russell Marino, ·Register Filing ~ Petition for Settlement of Small Estate 8 00 Russell Marino, Register Filing this form 3 00 Notary Public Two notary fees l 00 Kurtz Monument Company Tombstone 145 PO . ., . \. I ., I ?iS Total $1,358 [)0 lsr-~ 6() Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission oi· debt is greater or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this ..................... . (Exec ? '7 ~; day of .... Jollly '19. n ~~-/. .. ~ ....... . . SANDRA L. STEWART. NOTARY f'UBUC McDONALD BOROUGH . ~j.ghl..CW.Q .. ~V~IJ~~-....................... . (Street Number) . ~~~~~~~-". -~~~-~~¥~Y.~~~~-.~?.<?!~ ..... . (City or Town and State) Havin~b~~taijG~J6f.lf~c~b~·d~~g1~lllaw, I do hereby certify that the above appraisement is made in conformity with law on this ..................... &4--d.J..dayof ............... ~ ;JJi4.~~--r:.~a.u/ ... ~;_. .. l:.,...o"'"·~7......-. ~ Appraiser· 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 apd 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 .... : W I"1.Jd ..J.~ ..... County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed byd~~~;nt, ~:£lept"'"ii'StOthos\items where a greater or lesser amount i;:::d~o~t·h· :~ .t~~ .1~~~ .c~:t.~~ ~t-~ ~i-~~ i~ ~~~~ .s~~~~~-1~ .above, which greater or l~s.s~~ -~~-~-nt. ~~h.l ~~~-q;:~d-~~~~~-.... Register of Wills ' f I, .. \ • \ ~· .. ~iV: ·~ - " Form No. RCC-62 (7-69) Will Administration lNo. · ......... Year .... . IN THE MATTER OF THE APPRAISEMENT • OF THE ESTATE OF William R. Jones ......................................... Deceased . ' L~te of .. }:i~;QQ~~l:~ .. ~9?=:<?':18h ............ County of . W~~~.~~S.~C?~ ••• 0 •••••••••••• Commonwealth of Pennsylvania ( .. . , ~ -r1 REPOJtTr,~~ND APPRAISAL (/) G') c: ::r.: ---:r:-U> ::;::. l -(.{} (fi --c ~ ~~_-..,::., .,.) :~4 :_~ ~.'t r--o..., 0 .... ;--0 z 0 .. ............. . -,-1 ... ~ 0 ~-·' • :~::: Jose~ ~.9· Rwton A~~n~y at Law McDonald, "i"a. ,.... 0 q 1- 0 q '; -. . . ,,, , • • J ·. 1-1- ooooooo 0 qqqqqqq q oooo""NIAOO li'"IIA .z::tiA ...... ...... "" r;i ~ ~ oo qq "'00 0 lA \,{) "" .....:1 ' ,· ~' . ' ' . ,. ~ ~ .. · . \ . .. : / l Q r; #!it£