HomeMy WebLinkAboutOC1971-0568 - ESTATE OF CASTEELRCC-134 ( 1-69)
COMMONWEALTH OF PENNSYL'fANIA
DEPARTMENT OF IJEYENUE ' ..
BUREAU OF COUNTY CO'LLEC..,.IBNS
INHERITANCE TAX DIVISIOt.!
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSI:TS NOT SUBJECT TO ADMINISTRATION
J
TO: MRS. MARGARET I. SCHMID
314 CHURCH STREET
Date: ___ J_un_e_l_9~,:....._1_9_7_1 ___ _
County __ __:.W::...:a==s=-=h==i:::.::n:::~g:a.;t::..:O::..::n:.::...._ ___ _
ROSCOE, PENNSYLvANIA 15477 County File No. J J-/72-9
Bureau F i I e No. ~~"'--.......,t:...c.-~"'--"'~--
We have received notice that, XXXXXXXXX.XXXX XX
on May 25 19..1l.., you came into ownership of certain property thrQugh ~'(E[M~
.goo KdelKX TRANSFER FROM, 1-ffiS. MILDRED \17. ~ DECEASED.
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. Held USS • Series "E" Savings
Bonds iiXIIIU. Held in the SAFE DEPOSIT BOX OF MRS. MILDRED W. CAS PEEL.
(Deputy ~frs. Margaret I.. Schmid) • Bonds were held in the names of
MRS. MILDRED L. CASPEEL or MRS. MARGARET I. SCHMID. (4) $100,00 pur 8-70
(1) $50.00 pur 8-70 and (1) @5,00 pur 8-70. Balance as of date of death,
$361.95
appraised by the Commonwealth, as of the date of death, at $ 361.95
100 %of this amount is taxable at the rate of 15 %
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS: ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
D If you pay the above amount within three (3) months
of the date of death of the decedent, or on or
before August 25 19 71 you may deduct a
discount of 5% of the amount of tax due, or
0 This tax became delinquent, fifteen (15) months
after the date of death and, in addition to the
tax, statutory interest at the rote of 6% of the
tax per annum is also due as of *------
l9 __ in the amount of
*If the tax is not paid by the above date additional
interest is due at the rote of 6% per onnurn until
paid
$
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
$ _ __..Y.3=61 .......... 9"-llo5~--$-----------------
54.29
2.71
$ ============ TOTAL AMOUNT DUE
APPRAISED BY~.-.'"'P-.J ~
(Inheritance T ox Appro i ser)
ASSESSED BY: _____________ _
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
~~ ~s/s-? A dJ;/77/
~ #' //?<.f 7.;;
To insure proper credit to your account
this Official Notice must accompany
your payment. Mail or bring it to:
AGENT FOR THE COMMON~-.....
COURT HOUSE
WASHINGTON, PENNA.
..
15301
If you hove already paid this tax to on executor, administrator, attorney or otner personal representative of the.
decedent for forwarding to the Commonwealth, list below the dote paid, nome and oddre~:of..the person to whom
you mode payment, their official title and the amount. · · ·. ·. · : ... ~,:· .• · ~_}:' · . · ' . . ~ ... ~ ,-.,. . ... : . }, . \ ....
Dote Paid Nome and Address of Payee Offi~iol. Title Amount Paid.
Under certain circumstances, if, after the dote 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 co.mpu,totion of tqx due., If any
such expenditures meet all of the three following tests, it is recommenped that you itemize the payments belqw.,
execute the affidavit, and retur~ this notice. The Register of Wills wi.ll exo~i~e th~ 4ebts:claimed .o~d oHow
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 con furnish proof
of such payment, if required, and
3-These some debts ore not also claimed, for tax purposes, by on executor, odininistrotor'or other
personal representative of the decedent handling the administration of thfi! general estate of the.
decedent or any other transferee. · · · · , ' , ·
SCHEDULE OF DEBTS
Dote Paid Nome of Payee Description of Obligation Arpount Paid
.. '
..
: '
' '
' ,.
. .,
TOTAL $
(attach separate sheet if requ 1 red)
COMMONWEALTH OF PENNSYLVANIA)
SS: 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
was legally responsible and which I did pay out of the property herein 'taxed. I further certify, that to the
best of my knowledge and belief, these some debts will not be claimed by any other person, for inheritance
tax purposes. . .. . :,'·
SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ________________ 19 __ .
Signature of Taxpayer
REPORT OF REGISTER OF WILLS
I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I
hove allowed deductions listed above in the total amount of$--------..
Dote of Approval: ______________ _
Register of Wills
--
· RCC·20 ( 12·67)
(County) COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
INHERITANCE TAX
FILE NUMBER ASSIGNMENTS
(Resident Estates)
Week Ending _________ .
To the Bureau of County Collections
Department of Revenue, Harrisburg, Pa.
li 'I I,
j:
li
II
ii The Register of Wills of the above county has assigned the following
Inheritance Tax file numbers to estates of resident decedents: iti
il
Name of Dec,edent City, Borough or Township Date of Death
~. .. ... .. ~ --
File Number
' .., \
, . . ~~
i ,·
':
J; .
"
\~ \~~
~ ~ . ~
'« . \
~ ~ '> I "" ~
I
I ~ ~ ~ ~ I ~ ~
'\ I
\\) ~ ~ ~ 0 \ "" ~ ~~ ~ ' . ut
It "\)
\1 ~ ~-~ ~ ~ J ~ "" ~ ~ ~ ~ ~ ~ ~
'. ~
~ C) 'V \) \) ~ 17 ~ "\. "\. !'\.. !"\ ~~ I I ' '\ '\ '\'\ ~ "" ~ 'J
~ ·~ ~ \)
~ ~~ ~ ~ '-"\.
--r-. '/ ">
Form RCC-2
_, COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
D&TE - -.Jl!!1~ __ 7_3_,_l'l:U_ --_I
DEPARTMENT OF .. REVENlJt
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. I 7 I 2 7
COUNTY ......... ~Y~.~ .. h..~.~g-~.5?..~ .............................. ..
FILE NO ...... ? .. ~.:.?..~ .. :.?..§ .. ?. ..................... -................. ..
Whereas, .................. Nr.~ ... ~ ...... N.~l..g.r..~.~t .... W .. ! ...... 9..~.~.~ .. ~~J~ .................................. late of ..................... ~~·~·~·~·~ ................................................................ .
in the County of ............................ W:ash.i.ng.t.o.n ................................................................. Commonwealth of Pennsylvania, having died on
the ............................... 25 ..... t.h ............................................ day of ............ H~.Y ...................................................... 19..7.! ... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, .............. f..r.g,n.9..~.~ ...... 1.~.9. .......................................................................... , 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 Deacripllon of Anet Values Made for Inheritance
Tax Purpoaea
$
JT. IlliLD:
Jt. Held u.s. Series ETI Savings Bonds. Held in the
l
Safe Denosit Box of MRS. MILDRED \v. CASTELL
(Denutv Hrs. ~iargaret I. Schmid). Bonds were
held in the names of MRS. };fiLDR.ED L. CAST'FlLL or
l.tffiS 'MARGARET I SCHMID. (4) $100.00 uur. 8-70,
(l) $50.00 nur 8-70 and (1) $25.00 pur. 8-70.
Balance as of date of death, $361.95. One-half taxab d 361 95
.,.
'I ,.
Total 361 95 i
rorm~;·!,':fh b.:: ::rh~w()O"JI ~~~~~: ~~ .~~~~~ ~~t:• ~~~: ~~P~is ?:":~:1~ ~~~
Appnnser
(2i----------------------------------------------------------------------------------------------------------------------------------------L · z and Street)
.......... ... ~ .~ ............................................. , Penna. a (Post Ofllee)
.............................. JV.A.S..HJN.G.T.Q.N ............................. . County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
l'-1RS. HILDRED ,.l. CASTELL
Deceased.
Late of
ROSCOE
Date of Death, ............ J1~Y. ...... ?.?. .. t .. }.~.?..~ .................... .
Appraisemel!t Docket Vol. 38-, ······················································
Page, ...... 17 .. 7.~.9. ...................... No. 63-71-568 · ················································
Filed in Register's Office, ..... J .. une. ..... 2.3 .. , ... 19 .... .71
Anwunt of tax. dtte, $ ................................................................... ..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
~~
.' / '··,
Wrote abo.ut Appra.isement, r ;>
Appeal f,.om Appraisement,
Entered and charged,
<::..__
' " ' \.
'.
/
• •!.
,.
'·
~
'J
/
IN THE ORPHANS' COURT OF
WASHINGTON COUNTY,
PENNSYLVANIA tJ -7/-..5 t f1
ESTATE OF
MILDRED LILLIAN CASTEEL
PETITION FOR'SETTLEMENT OF
ESTATE OF $5,000 OR LESS UNDEB
PROVISION OF SECTION 202 OF
THE FIDUCIARY'S ACT OF 1949, AS AMENDED~ :;.., ....::; -·
-r-
~
~
I ~ <;)
~~ ~~~ ~~ : -~~-
.--' ,-, _,...; en 0 c:
::i::-(1") ::;.: en \n :.-::= n1
-4 • j. r r--
-1 ;u ;~
C> .,.. C"'
-c. "-1"': ... ~-
0 ~ 6.::<:, ; r= ::: -o r--=-
!>U>O
c_
!§
~...) r""'-:'1'"':! ! : ~ -e::-CJ
~, ,,
·~ -··
<:::J
l""v
£ ... ~&e:J
~ian 1! Yann~eP
/tlJ> ~//o~e/d' ~eaae
~a,.fePoh 9ltnn1?han&a
I _:j,q_.
/.Jtl~~
d.K ~
. '
IN THE ORPHANS" COURT OF WASHINGTON COUNTY, PENNSYLVANIA
IN RE: ESTATE OF MILDRED LILLIAN CASTEEL l 3 -7/-S L r
PETITION FOR SETTLEMENT OF ESTATE OF
$5,000 OR LESS UNDER PROVISION OF SECTION 202
OF THE FIDUCIARY'S ACT OF 19.4~. AS AMENDED
TO THE HONORABLE, THE JUDGE OF SAID COURT:
1. That the Decedent, MILDRED LILLIAN CASTEEL, resided
at 314 Church S~reet, Roscoe, Washington County, Pennsylvania.
2. The the Decedent, MILDRED LILLIAN CASTEEL, died
on May 25, 1971.
3. That the Decedent died testate and Letters
Testamentary were issued by the Register of Wills of Washington
County., Pennsylvania, to your Petitioner, MARGARET SCHMID, on
June 4, 1971. The Letters Testamentary are attached hereto as
Exhibit "A".
4. That the sole asset of the estate consisted of a
savings account in the amount of Five Thousand and no/100
($5,000.00) Dollars at the Charleroi Federal Savings and Loan
Association, Charleroi, Pennsylvania.
5. That the following are the list of all known
creditors of the Decedent and the same have been paid in full:
Harold L. Schrock Funeral Home
Colonial Floral & Gift Shoppe, Inc.
Adrian v. Sannier, Esquire
(reimbursement of costs advanced)
a. Probate Will
b., ::,C~rolyn G. Bundash
(witness fee)
Margaret Schmid, Executrix commission
Adrian V. Sannier, Esquire
Attorney's Fee
Russell Marino, filing of
Petition for small estate
Russell Marino, payment of
inheritance tax
TOTAL
$15.00
15.00
$1,900.00
42.40
30.00
250.00
250.00
8.00
359.04
$2,839.44
WHEREFORE, your Petitioner prays your Honorable Court
to ORDER AND DECREE that the balance of said estate, namely, the I
sum of Two thousand one hundred sixty and 56/100 ($2,160.56) I
Dollars, be distributed to and for the sole and exclusive benefit!
of MARGARET SCHMID, the residuary legatee, under the Will of
MILDRED LILLIAN CASTEEL, deceased.
Attorney for Petitioner
• !
•
COMMONWEALTH OF PENNSYLVANIA)
) ss
COUNTY OF WASHINGTON )
~!!!D!Y!!
ON THIS, the tf i I> day of June, 1971, I MARGARET SCHMID ,1
after being duly sworn according to law, do depose and say that
all the facts set forth in the foregoing Petition are true and
correct to the best of my knowledge and belief.
Sworn to and subscribed
before me this ~~~
day of June, 1971.
tM;;ry Pui,lrc, Charle i Boro, Washington Co.
My Commission Expires April 29. 197§
~ --------------------"--------,~,----
' '
I
C!!nmmnuwta:lt4 nf Jtuusyltta:uia:. ~
lla:s4iugtnu C!!nuuty. \ !1!1:
KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid
on the 4th day of J u n e A. D. 19 71 , before me,
Russell Marino , Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania,
the last Will and Testament of
MILDRED L I L L I A. N C A S T E E L,
late of Roscoe, in the County aforesaid, deceased,
(a true copy whereof is to these presents annexed), was duly admitted to probate; and
MARGARET SCHMID,
the Executor in said Will and Testament named, having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do
grant these LETTERS TESTAMENTARY, unto the said
MARGARET S C H M I D,
committing unto h e r the administration of all and singular the goods and
chattels, rights and credits, which were of said deceased, and requiring her
to exhibit a true and perfect inventory thereof into ·the Register's Office, at Washington, within ninety
days from the date hereof, and to render a just and true account of said administration at the expiration
of six months from the date hereof, and to regard and comply with the provisions of the laws of this
Commonwealth relating" to inheritance taxes.
IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said
Office at Washington, this r 0 u r t h
day of June in the ye~r of our Lord one thousand
nine hundred and s e v e n t y -o n e.
~~~ ...................................................... d£1.. ........................................ .
Register
----·-~--~------~-
/
~ ~
!
~ ~ :::u = ~ ~ ~
t
lt:-t ts:'t
'" H (/) Gl ~ -1
N
lt" )> ~
:H -1 ts:'t => '" .......
~ F1!l 0 fa
"11 a k"l l> ~
I ltll a :1-3
it.r.J fa
j~ ~ tt:::
~ r r
.· -
Ki'\0.v ALL i'-IEN BY THSSE PRESENTS, that I , ~.JILD'RED LILLII\N
of the Borough of Roscoe, Washington County, Pennsylvania,
beirig of sound and dispcsrng mind, memory a~d understanding, do
make, publish ond declare this my Last Will ~nd Testament, hereby
rc.:oking .:ln·:3 na1dns '.:oid .:ony and all \1lills by me at any time hEH:to-
fo:re made.
l. I direct t~~t my just debts and funeral ex?enses be
paid as soon as conveniently possible after my decease.
2. I -give, devise and beque<Jth all of my estate, real,
personal oi mixed, to my ni~ce; Marg2ret Schmid.
however, that my niec~ should pxecedease ree, then I give, devise and
bequeath all of my Estate t.o n:.y srandnic:ce, Ella l'viarie Scr;nid Latour.
3. I ncminote and appoint my niece, Margaret S~hmid, to
act as Executrix of my estate. In the event, however, that my niece
should predecease me, then I nominate and appoint my grandniece,
Ella ~ari~ Schmid Latour, to act as Executrix of my estate.
I?-! \'JITNESS 1.•J1-IE~EOF, I have hereunto set my hc:md anc Scul
to this my Last Will and Testament this day of December, 1968.
/l/2i~t ~L_/ ;C;ge__e 44 ea~·EAL)
Mildred Lillian C2ste~l
•,__
,,
r .,
.J
SIG~ED, SE.l\LED, PUDLISHED Jnd DECLARED by the Testatrix
as and for her Last Will ~nd Testafficnt in ou~ presence, who h3ve
hereunto subscribed 6ur n~mes ~t her request as witnesses thereto,
• 1
in the ~resence of the said Testatrix, and of each other.
/\ ddr ess
•
II
I I
..
IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA ' .
IN RE: ESTATE OF MILDRED LILLIAN CASTEEL
0 R DE R --.... --
1971, upon
consideration of the foregoing Petiti and upon motion of
Adrian v. Sannier, Esquire, Attorney for the Petitioner, it is
hereby
ORDERED AND DECREED
that the balance of said Estate, namely, the sunv of Two
thousand one hundred sixty and 56/100 ($2,160.56) Dollars is
hereby directed to be paid to and for the sole benefit of
MARGARET SCHMID, residuary legatee in the Estate of MILDRED
LILLIAN CASTEEL.
... "'--
' --· .. --· -----· . ._....,...._..,.... • .-.:..... _ ... ____ 1,., "'"T ..... _...._,.._._~-......
. . '
io
f -' -· < ,.} ~-i. ""~..... 1• ,_ i.,.. f t'" ,. !t)
. <•
·, I
-~----------------------------~~--~------~----~~--~~----~--~-Form No. RCC·62 (6:70) THIS·FORH REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER .10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961,
EF'fi'ECTIVZ JANUARY 1, 1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)
J ~-_;c;>fFICE OF..:Tt-;tE ~~GISTER OF~ W_ILl,..S, .. 'l. .
-. . ... . · r ·c· · · ~ ~WASHINGTON · ~-·. . . ounty OJ: .•••••••••.••••••••.•••••••
. • 'I •• t• ·"
J
~~m'l'. S.CBMID::. ..... , .·_ .. _:· .... -~· • .. : ...... ·, ... of. ~l.4 .Ch\J.rt:l.l,~Stre.~~~· .Ro~cQe.,. Pennsyb~ania
(Name) · (Address) ·
being duly ----·---~~Q~~-~---·-··--------~-.according ·co liiw1 d~poses an'd sa}'S: that he is· the ;:·.E~e~.Mtl'.iK·.:. .... ·-----------------·-···--·-·-• • · • · -·• · -• • · · ~ • · • · (Exec., Adm., Legatee, Etc.)
of the estate of.M.ILDRED ... L~:LL.IAN. ... CASl'EEL ... whose last residence was.".3.14.·-~Chut".ch. . .Stteet ................... . · -'(No:) ,treet)
-~.Q~~-~-'---~~'Q~~yJy~~4 .... deceased, and that the whole of the estate of said decedent, who died -~Y---~-?.~ .. .19..1.1., (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 AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
( N."o N E
;
.~,..
... · f :, ~ : ,;: ' r "r••.,~..~.• .J.' i t ! l' .',· ... .. \
Personal Property
Sav_inJts ACl'nnnt-at Charll21"'ni 'Ji'12rl~l"'Al Sauina~ ann ~ _L / /) -~. r /..:I .If!>
Loan Association~ Charleroi. Pennsvlvania $5 000 00
!".· ) ' . ,• .. ~-t. ·( .. -~" .. l '· .. :'';.': ' J .. J':.. ....
'' . ' r-: ~ . -
' " j ..)1·i t
'
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. '
1"'~-------~-,---
Jointly Held Property Estimated
Value --. ,,
· U.S. Government Bonds found. in Pittsbur h.-National ------~--~~~~~~~~~~~~~~~~~~=-~~~~~~~~~~~~~~--------~------------~-
ank safet box Charleroi · Penns
I, item~is bein· :. from-billin direct to1
the
' J i i
.. ,
Transfers within TWO YEARS Prior to Death
NONE
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 RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Pittsburgh National Bank. Charleroi. m Mildred _Lillian _Casteel
-
BENEFICIARIES
r • .., f. .... 'i
B.ENEFICIARIES AND ADDRESSES
, RELATIONSHIP 'SURVIVED AGE -OF LIFE
(If step-children or DECEDENT TENANTS 'OR INTEREST OF
(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
Margaret Schmid N!~ce ves sui iuris ' ~.et,i.~~-ary-:.le ga tee
'
314 Church Street
Roscoe. Pennsvlvania
. ·-
.-
RESIDEN,T: DECF;DENT DEBTS AND DEDUCTIONS CLAIMED
NOXE' · List first five items in the spaces so provided, observe notations thereon, and instructions • ~~~~~~~------------.-~--~----r--------D~E~B~T_O~R_C~L=A~I~M~------~----------~N~A~T~U~R=E~O~F~S~A~M==E~---------r~A~M~O~U~N~T~~THIS COLUMN ~EGISTER ONLY
rH~a~r __ o_l_d~S~c~h_r_o~c~k~F_u_n_e_r-=a~l~~=I=E~_F_un_e_ra_l_e_xp_e_n_se_s_p_ai_.d __________________ -+_$~1~~~9~0~0. 00 $
Colonial Floral & Gift Shoppe funeral flowers 42.,:;.40
I Carolyn G. Bundash witness
Russell Marino · ·
Adrian V. Sannier Esauir~
OTHER DEBTS AND CLAIMS
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.) tee
Administration Expenses •
Counsel fees •
Fiduciary commission •
( • ) See Note below
38 too
2so ool
'1\0 loo
Total l$2 ~480 •(3 2y f)o --Lo
Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater
or less than the estimated amount claimed and allowed.
Subscribed and sworn to before me this .. /. f.~ ........ . 10-/c:rt(~~i·············
. . . . . . . . . . . . . . . . . . . . . . . . day of 9-~-........ , 19':7. /
/Q/~~~~···:········o;_: ~~r.~~? .. 'l.,l'11
Executrix 4.1:.~ .. G"b.~~c;"A .. S~:a;~~-1; ...................... .
· (Street Number)
~Q~_c;:q~.2 .. J?~J;l~~.Y ;1, V.~~~~ ... ~ . .$4 7 7. ...... . i . (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
........... ~ ... dayof ...... ~ .. -................. ~ ... ,19 .. 7/ (/) () __ _
............ ':d!~.~ ... ~e:t:~···
ln 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·inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF TH~E ~EGISTER OF WIL~LS--.__
I, the undersigned duly elected Register of Wills in and for ... W. . . . . . . ..... County, Pennsylvania, do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent, /cep~J s to those ems where a greater or lesser amount
is set fort~ in the last column to the right in said schedule above, which greater or lesser am esents the sum allowed as a deduction.
Dated: ............ 'J. :-: · · .'1..-: . .7/ · · · · · · · · · · · · · · · · ll~LI H.l ~-'~-........, ........... ; ..... "':'.~ ...... .
· Register of Wills
~ I .. '
~
I
I •.· f J ~ ! ·-~ .. ' t ' ' -r .
!: ._
1
')
•·l
1'. -.....
~
t-:
L' .
~. :..
. . ,
--: ..
: i : <: .,. )
'l ~
.j ..
,Q I ~-c '1, ~)· i .. 1 ...
.... .....
-: ..
..... -....
\:J
'"J :t'l .;; ..,
Form No. RCC-62 (6-70)
Will Administration } No. · · · · . . . . . . Year .....
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
~Im~E.O. L.ILL.~ .. CAS.l'J::EL ........ .
Deceased
Late of .~Q~_qQ~.,. . :P~.l)J;l~.Y.lY.4t;l;i..~ .....
County of W~.~l:t;i.pg~~n ...................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
ADRIANV., SANNIER
Attorney At Law
Charleroi, Pa.
...
.. ;~ f"
1.·· t ; r:: fl
t ·•-(_, J-1 p
9 7 I JUU 7 ~· M1 f I D 2
RUssr-u :ur~:u~o
REGISTER Or WILLS WJ\Sill~!,~TON CO., PA.
R C C-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
MARGARET SCHl·HD
IN YOUR REPLY PLEA8E
REP'IER TO
38-177-9
In Re: Estate of ___ M_I_L_D_R_E_D_L_I_L_L_I_A_N_C_A_S_T_E_E_L __
_____ i_vA_S_H_I_N_G_T_O_N ____ County _ File No. 6 3-71-5 68
Dear Mrs. Schmid,
You are hereby notified that the~~~o~r_l_·~g~i~n~a~l~-------------
appraisement in the estate of MILDRED LILLIAN CASTEEL
has been filed in the office of the Register of Wills qf "i'TASHINGTON
County on July 7 , 191.1. Said appraisement reflects the
following valuations:
Real Estate __________ ~~~----------
Personal Property ____ ~S~·~O~O~O~·~O~O~-----
Transfers ____________ ~~~~~------
Total _____________ ~s~o~o~o~·~o~o~---
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 one year from date of death, interest at the rate
of six (5%) percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date_~J~u~l~yL-~7~·-1~9~71~-----Signed d.~.t.J /~A 11416~.
Title FRANCES LEO, CHIEF APPRAISER
DATE OF DEATH: MJa May 25, 1971
Note: This is not a bill.
Oto
.00 T
1, 9 0 0 .0 0
4 2 .ll 0
3 8.00
2 50.0 0
2 50 .0 0
2,4 8 0 .4 ~ T
.00 T
5)0 0 0 J) ~
~4 8 0.4 0 -
2,319.SOT
.00 T
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of CASTEEL
(Last Name)
:MILDRED.
(First Name)
L.
(Initial)
DATE OF DEATH_5_-_2_5_-_7_1_FILE NO. 63-71-568
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of IV'ASHINGTON
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".
Dated: _ __.J.._u..,.1 ... v-2!-. _72 ,_1_9_7_1 __ _ ~~T~PP/fttE~
REPORT OF THE REGISTER OF WILLS
WASHINGTON I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by d onent, except as o those items where a greater or
lesser amount is set forth in the last column to the right in Schedule ' F", wh· ch greater or lesser amount represents the sum
allowed as a deduction.
Dated: ----"'-J...:.:u=1'"'-v-...:..7 ...... ,--=1:...=.9....:..7=1---
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
$
5 ooc 00
$ $ __________ ~_
5.000 00
Joint-Held Property (Schedule ~)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
5. ooc 00
2 ,48( 40
2,51C 60
annuities . . . . . . . . . . . . . . . . . . . $-------+---
ESTATE TAX ASSESSMENTS $ _____ ..~....___
'
5,000 00
2,480 40
2.519 60
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Taxon$ _____________ ~---
Taxon $-----------------4----
Taxon $------------~--
Taxon$----------~~~--+--~
Tax on $ _______ ..:;;;..:L...:..;=--+......:::...~
Exemptions=======~l==
Total Estate ___________ ~---
TOTAL TAX
2%
6%
$ ________ 4----
$ ___________ 4----
$-------------4----
$ _________ ~~~~
$-----~~3....:..7....:..7+~~-
$--------------L--
L~ss tax previously paid $=====~;===
BALANCE $------+--
Less 5% of tax if paid within
3 months after death $=========
Add interest at rate of 6% from
----------to -------
AMOUNT OF ESTATE TAX ASSESSED $---------+--
Estate tax paid $ _____ ___. __
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
BALANCE DUE $---------~---
Add interest at rate of 6% from
---------~·0---------$----------4---
TOTAL TAX BALANCE $ ---------+----PAID $ ______ _j_ __ _
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 ( No.
IN THE
Year ........... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
MILDRED LILLIAN CASTEEL
Deceased
Late of ROSCOE
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~
-1
~
Fonn RCC-2
DATE ..... J..:!J.JY ...... 7 .. , ....... J.:.~.f.~ ................................... .
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
COUNTY .~.~~~~~ .. ~~ .. !.9..~ ...................................... ..
FILE NO ..... ?..~ .. ~ .. ?..~ .. ::::.~ .. ~ .. ~ ........................................... .. -HARRISBURG, PENNA. 1 7 1 2 7
----------------------------~--------------------------------._------------------------~ MILDRED LILLIAN CASTEEL ROSCOE Whereas, ...................................................................................................................................................... late of .............................................................................................................. .
in the County of ................................. ~~.?..~.~.~~~.9..~ .............................................................. Commonwealth of Pennsylvania, having died on
the ............................... ~.?..~.~ ................................................ day of ............... H~.Y ................................................. 19 .. ?..! ... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ............................ f..~~.9..~~ ..... ~.~.9. ............................................................. , 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.
Deocrlptlon of Asset
PERSONAL:
See copy attached to appraisement
Unit
Values
$
Appraisement
Made for Inheritance Tax Purpoaeo
5,000 00
Having been duly sworn according to law, I do ht:!reby certify that the above appraisement is made in con-
formity with law on this ..................... ,A.t4M4f.:W .... day of ........ :::::::::::::::::::::::::::::::::·.:·.:::~~~4;,.;;~;;;;::JCJ~::·.:.~~~.
Appraiser
(Number and Street) ............................................................ &~ ................ , Penna.
(Post OfHee) (J
1vASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MILDRED LILLIAN CASTEEL
Deceased.
Late of
. . . RO.S.G. O.E.
Date of Death, 5-25-71
Appraisemel!t Docket Vol. .......... 38 , ············································
Page, .......... !.!..!..:.~ ................ No. . ... ?.}.: . .?.~.: .. ?. .. ?.~
Filed in Register's Office, ..... J~.~X ..... ?.. ........ 19 . .?..~.
Amount of tax due, $ ................................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra-isement,
Appeal f1'om Appraisement,
Entered and charged, •
1
,_ L3-7/-S~8
,.
Kl'\O':J ALL 0IEN BY TlTZSE PRESENTS, that I, iv;JLDRED LILLIAN
CASTES~, of the Borough of Roscoe, Washington County, Pennsylvania,
;
bein~ of scu~d and disposing mind, memory a~d understanding,·do
~ake, publish ~nd declore this my Last Will and Testament, ~creby
rc~o~in; and ~aking void 3~y and all Wills by me at any time hereto-
fo~c m.:.d2.
1.. I ~ircct th~t my just debts and funeral CX?enses b ,, ,_
paid as soon as conveniently possible aftc: ~y decease.
2. I £ivc, devise ond bequeath all of my estate, real,
In thE: event,
however,. that my niece: should prEcedeasc mt:, then I give, devisE and
bcqu€ath all of my estate to my grzndniece, Ella Varie Schmid I.atour.
3. I nornina~c and appoint ~y niece, Mar~ar~t Schmid, to
act as Executrix of my estate. II~ +he E''""'"'t ho"·r.:·•-r & ... , 1 v_-..;.. 1.. , ~ ..... ~ v,.;;;:; J that my niecE
should pre~ccease me, then I no~inate and oppoint my grandniece,
S 11 J ~';a r i E S C hn i d L.J t 0 U X , t 0 a C t a S EX € C Ll t :r i X 0 f my E S t a t E •
I)! 1:JITF::::ss \oJHEREOF, I have h£r cun to sEt my hand .:me scul
to this ~y Last Will vnd Testament this day of December, 1968.
~~tcLw.-,/ ~0aa H-r.aMs.tiL)
~·li ldred Lil lL.1::1 C.:; steel
SIG~IED, SE.l\LED, PUCLISHSD 0nd DECLARED by the Testatrix
as and for her Last Will ~nd·Testomcnt in our presence, who h~ve
'hereu~to subscribed our nomes at her re~uest as witnesses th~reto,
in the presence of ths said Testatrix, l1nd of each other.
J\ dd :rES S