HomeMy WebLinkAboutOC1971-0626 - ESTATE OF WEAVER~.''.'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
RCC-43 (5-65)
Dec 31 1970
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 Pittsburgh National Bank
Washington Office
FINANCIAL INSTITUTION --o.6...;S~We.;Elil;!.Iinl-S~tkr--------------
Washington Pa 15301ADDRESS _
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT....!:S~al.Lv_f.20~69;z.J7~7.L3 _---'_
NAMES ON ACCOUNT
OR !NVESTMENT ~_Mr_s_._Gar_n_e...::...t_R-==Gur==:al:::----::"'""_
Mrs Mar E Weaver
DeCEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR __M_r_s_M_ar_y::....-E_W_e_a_v_e_r_~_
43~~Ianse St
ADDRESS------~11kl~~~i<t-'i±r-lg..".j~.".,~.....1-+Pl.,..a-=l1~54j.30~1-------.....:--
DATE OF DEATH .....;D.:...;e;...;c~2=5.....;1;;;.:9;..:.7...:;..0 _
SURVIVING DEPOSITOR,
BENEFICIARY OR iNVESTOR --.Mr~s....,.:G;,..:.arn..:::,:;:..:e;.:.t...,:R:.:....::G..,::ur:.,:a;:.::1:....-_-------.;.....
43i Manse st
ADDRESS w_a_Sh_in~gt_o_n_P_a_1_53_0_1 ---
Signature TITLE
Platform Assistant
RELATIONSHIP TO DECEDENT_da_u...:::gh~t_e_r _
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED June 3 1965>
BALANCE,INCLUDING INTEREST -k j1i
DUE,AT DATE OF DEATH $3,280.52 P --:..~tJ/tJ,:<~.
>t If.~ro i.~/~J(o,~~~:f911 J/~
,FJ;dJ)~.-if.'l2J
TO:_~_m_s...;,..'_G_ARNE_,...,..-T-----,R_._G_UR_}_'~L _
h3 1/2 HANSE STREh"l'
RCC-134 (\-69).
COMM9NW~l~.:n.j...o{,PENNSYLVANIA
,[jEPARTMEN'T'OFuREVENUE
....vdURt:AU OF COUNTY COLLECTIONS
IN.,HERITAlicE TAX DIVISION
OFFldALNOTICE OF IN'HERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT.SUBJECT TO ADMINISTRATION
Date:_....;;J;.-A..;;..;NU..:..iill.Y--=.:.=:.......::;8-',....;;1~97:-:..;:;;1~_
County \'l_AS_H_n_'~_G_T_ON _
vIASHIr\GTON,PENNSfLVANIA 15301 County File No.--,._
Bureau File No.__-'-_
We have received noti ce that,~vo1£Xt~oroxxxxXXXxxxx:XXXXXXx:x:XXXXXXXXXXXXXXXXXXXXxxxxxxx:
on 'De cember 25 19 70,you came into ownership of certain property through ~~~
~""",transfer from r-ffiS.llmRY E.~,n~VEH,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.Savings Account 112069773 held in the
PITTSBURGH,NATIONAL BANK,HASHING'rON OFFICE,\IfASHINGTON,PENNSYLIlJlNIA.In the names of
MRS.GARNET R.GURAL OR MRS.NARX E.WEAVER.Opened 6-3-65 Balance as of date of death.
$3,280.52.
appraised by the Commonwealth,as of the date of death,at $3,280.52
5~%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
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 B&i'ch 25 '19 71 'you 'may deduct a
discount of 5%of the a';'ount of t.~x due,or
D This tax beca~e delinquent,fifteen (15)months
after the date of death and,in ~ddition to the
tax,statut.~ry interest at the rate of 6%of th~
tax per annum is also due as of *__~_
19__in the amount of
*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 $
$_---=l:.&.=64=O:..e..=26~__
98.42
4.92
$---------
$==:==:==:==:==:==
I IJ I
APPRAISED BY:~_,tAt/II f?
(Inheritance Tax Appr
ASSESSED BY:-'--_
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS,,
Make checks or money orders payable to:To insure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bring it to:
~v~LiT ;1<)v.-;.
1".'J\SHINGT~N,PH~NA.1t.;)"1
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decede'1t for fo.rwarding to the Commonwealth,list below the date paid,"!ame and address of the'p~~oi?-',;.;o wb,om
you maqe payment,their official title and the amount.'." ",---<'"\.":-."'._,
".",
Date Paid Name and Address"of Payee Official Title
1 ..
Amount Paid
..,.
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,thatyo~itemiz~the pay,ments below,
execute the affidavit,and return this notice.The Register of Wills will examine th,e 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 fo~these debts,and
2-You actually paid these debts out of the account or property 'described above and can furnish proof
af such payment,if required,and
3 -These same debts are not also claimed,for tax purposes,by 'an executor,administrator or other
persanal representative of the dec~dent,handling the administration ,of the general estat.e of the
decedent or any other transferee.'.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
..,.
..
'"
I
TOTAL $
(attach separate sheet if required)
COMMONWEALTH OF PENNSYLVANI,A)
SS:
COUNTY OF:_
I,hereby certify that 'the foreg~ing is a jlJst 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 c'laimed 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 $0
Date of Approval:_
Register of Wills
r'
Form No,RCC-62 (6-70)THIS FORM REQUIRED IN ALL ESTATES WITH.GROSS ASSETS UNDER .10.000.UNDER SECTION 701 OF ACT.OF JUNE 16.1861)
EFVEC'fIVE JANUARY 1.1862.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)
..OFFICE'OF ;H~REGISTER'OF WILLS',bJ 7!'~~22 ,~-
, I i..J ,0 \ •
,..,
<')\(<;•~\,,WASHINGTON '-,County of :";.It •,
.·:GARNET R'.'GURAL···...~"...'.."4"3'~'Mah's'e 'StiE3"eY,o"'wa"shi"gt'Q':p...........................'.',of ',................IJ...{lJ..i3..:,.(Name)(A'ddre"'j '-,,..'.
,sworn"::,...",.:'.',"daughter I.,~:O i'"bemg duly .accordlng to law,deposes.and sa)s that he IS the-----------------------------'~------------------------c----
,.'"'..."'(Exec.,Adm"Lega=.EtC,),
of the estate of ~~:':.¥.__~~~!:~_Y_!:!.~~_..:_:__.whose last residence w;s ~~~,_~~~_~~_~_$.~:;:~~_~L...·~__
_ _ , • _•••••"•"•0 -"••,(No,).''(Str~etl '
____W~_~_hA-_~g.:t;._9.~_L_~_~_!_,..,deceased,and that the whole of the estate of said decec!ent,who ~ied.-}~!2~a.,~-7.Q---------_•,((City.Borough-or :rownsh,p)••••••.,.,.-....--'•.•-••."d~ale)
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
NonA
,
.--
•
·
•
1
·
,,
;
Personal Property
None.
,
..
t '.,.
"f
,
•
;
,.
j
NOTE:You may expedite the processing of this return by filing with it.and ls a part of the.return,
letters from financial institutions or··mortgage holder~,certifying to amounts onldeposit or'owed by thE;!
'decedent as of the date of death•.Such letters must be signed by a-r~sponsible officer of the'financial
iIistitution or mortgage hvlder 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 e'xact name or names in
which the account is registered.'
r------~~----.~--~-------------------.-~-.~,'-'-~'~"-----~.-----------__....,
Jointly Held Property Estimated
Value.,
llt.savings account #2069773 held in the Pittsburgh National Bank,
Washington Office,Washington,Pa.,in the of Mrs.Garnet .names ..,
R.Gural or Mrs.Mary E.Weaver.Opened 6/3/65.Balance of .;,'..~-~.-as \~date of death,$3,280.52,~of which is subiect to tax or the vrY>./../
S'UIn of.............e.•••••••••••••••••••••••••••••••••••••••••Jr.".•••1'1JJ.,640.26"Joint Account No'.19441 in the First Federal Savinas and r.nan .
Association of Washington,Washington,Penna.,in the names of
Garnet R.Gural or Marv Weaver.as ;oint tenants etc ,..,-,
May 11,1965,balance at the date of death,$2,068.50,~of wh~J#is subiect to tax or the S\1Itl of................~l 014 2,1;\
to
T OTAL •..••••••••••••..•.••••••.,l!::?,h74 Sl... ....
-
Transfel'swithin 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
None.
-
BENEFICIARIES
RELATIONSHIP SURVIVED AGE OF LIFEBEN~FICIARIESAND ADDRESSES (If step-children or TENANTS OR INTEREST OF
(State full aines of all and their addresses who have illegitimate children DECEDENT ANNUITANTS BENEFICIARYSTATEYESaninterest,vested,contingentor otherwise,in estate.)are involved,set OR NO·AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
Garnet R.Gural Daughter yes All
.
"j '"
"
RESIDENT DECE;DENT
'---.---'-,.~-~-
DEBTS AND DEDUCTIONS CLAIMED -.'
NOTE:.List first five items in the spaces so provided,observe notations thereon,and instructions.
DE'BT OR CLAIM.,/41---;--~~.
~Robert E.Hummell
Garnet R.Gural
NATURE OF SAME
Funeral expenses paid
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses •
Counsel fees •
AMOUNT THIS COLUMN
iKEGISTER ONLY
$1,245 00 $
1,500 00
OTHER DEBTS AND CLAIMS
FiduciarY commission •
Quinet Monument Co.
'Washington Cemetery
.Commercial Credit Corp.
(.)See Note below
Memorial
Grave
Loan
150 00
60 00
145 50
Total $3,100.50 )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.
":0.............2.~.~?"",:'·{,a~Y10f '!~~~~.~r..,,19..?l
.....::~K~~.·~.
.l·t;W~:"~·.~'Jm
Nct:rv ",,''';f"<;'2-;;;'.'"'".,,'~•..~7J C>i.
~~..~..~..(Executor-Administrator).'
43~Manse street.(St~~~i N~;';b~;/.
Washington,Penna.15301
(City or Town and State)
hl"j ;.;:;~;~.'-,i\,'-.,.-'-~-~••3 1973
Having been duly s~orn'~ccordin~~~~iaw,I do hereby certify that the above appraisement is made in conformity with law on this
......................;.\.~q day of ~···········'Ul.·n_..,..~..:..~f2Mt£~.
I-n the event that any futul'e intel'est in this esta'te is transferred in possession or enjoyment to collateral heil's of the decedent after the
expiration of any estate for life 01'fol'years,the Commonwealth hereby expressly reserves the right to appl'aise'and 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 Registe~of Wills in and for W~County,Pennsylvania,do respectfully.
report that I have allowed debts and deductions in the amounts claimed by deponenoexcep;..af"tohose items W.here a gre.ater or lesser amount
is set forti}in the last column to the right in said schedule above,which greater or lesser a'fiount re resents the sum a~s a deduction.
Dated:.h.:.~d-:.1.I....................·.~~\..(.~.~~~..
..Register of Wills .~;.
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Form No,RCC-62 (6-70)
Will,lAdmiIlistration!No.. ,..,.....Year,,...
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
",.~,\ I ~'.~"'.'~'~/~..'¥'
./'.~:..!<:"\
'".n r-r''_S ...,~lL~/'''''1,~f :.'£'."~~"~~~
;"~'!'1,flO.~':".,"G t Ir?~J~:~:;'t"...••"""~,.'...'-::;.7 ,..,.....\<:>,,'"'~&~\l'\"\\\
--;0 I:D'It \!:~...'\\'-,/,"c;\.\\.,\\""f"I/iflI H't
'\"
MARY E.WEAVER
••"••••••••••e •••••e .
Deceased
Late of •,o'•~~~~~~~,~<:>~.,,.',..,,.,..,.
County of . ,~C!-f?h,ington '.".
Commonwealth of Pennsylvania..,.~
_J 1;i.
'.""
.-'
'..•J.-,~-
<-v"'\-.-.,--::0J:>rn ~_c"C~"•
REPOR'l1:;JAND AP:P""RAISAL~~~~~~~P:T'
~~;~=:~',.n C:~',::;.
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RCC-BI (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
GARNET R.GURAL -DAUGHTER
IN YOUR REPLY PLEA8E
REFIER TO
J
In Re:Est ate of__---::cMAR:....:..:=Y-'-E..:,.•.~WEA=~VER..:.=~_
....!.!W:~AS~H~I~N~G~T~ON~County -Fi~~No.63-71-626;·~:
Dear Mrs.Gural,
You are hereby notified that the~-=~~o~r~i~g~i~na~l~~~--------_
appraisement int.l.le estate 0 f _.__---"-MAR=;;..=Y:.....;;;E;;.:.'---"WEA:::;;;;;.;;.:VER==--__~_
has been filed in the office of the Register of Wills qf WASHING TON
County on June 22 ,19 71.Said appraisement reflects the
following valuations:;'..
Jt.Held ~,----,-_---=2::..l1.L..ll:!6"",74=-.....5~1,,-_
Personal Property _
Transfer s ---.,-~-
TotaI -.Eio2.....jJ,67~41.lo_....5l.lJI...-----_
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 (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date ----3Juun~e!_62&2.._.,-1~n~11...------
ESTATE INSOLVENT
DATE OF DEATH:December 28,197($
Note:This is not a bill.
Signed
TitIe
~J/-l/WJ{L:Y ~,L/.()7 ~.
MADELINE FINNEY,APPRAISER I
<,
/,
r'-~'~~--,
2167-4:5 f
11 00.50 -
(
•
L245.o0
<1)500.00
<150.00A.60.00
14550
3)10050Tp-rD .oe T
'"·
COMMONWEALTH'bF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of...;,.WEA:~'lTER...:....,--'-__--=MAR==y --=E=.;.!--DATE OF DEATH 12-28-70 FILE NO.63-71-626
(Last Name)(First Name)(Initial)J %'-/,7 ;-?
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W,:.::AS=.:H.IN=:.:..:G=.TO::..=.: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".
June 22,1971Dated:--------"'----:....:-"'------
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for WAmfINGTON 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'~li'lchgr ter or lesser amount represents the sum
allowed as a deduction.r
Dated:__.xJ...un....".e:.....oo2""'2'*__1....'l7'-'-""1~_
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint -Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
ISCHEDU'LE F)
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$-------+--
CLEAR VALUE OF ESTATE ____...J-....:ES=-::.TATE INSOLVENT
Valuation of life estates or
annuities.• • • • • • • • • • • • • • • •••$,r-
ESTATE TAX ASSESSMENTS $-----C
FOR USE OF REGISTER ONLY
Tax on'$--f__2%
Tax on $(6%)
Tax on $5%""
Thxoo$lK
Thxoo$l~
~~ptioos *
Total Estate --+-__
'TOTAL TAX
COMPUTATION OF:TAX
$------,----+--"'-
$---"",;,,---4---
$-------4---
,$-------+--;.;,-.
$-----------+-----'~_.,
$..J.....__
(*),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==,=
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
_____to $------
AMOUNT OF ESTATE TAX ASSESSED $-------.1L---
Estate tax paid $--Jl-
BALANCE DUE $----ll-
Add interest at rate of 6%from t=
-----~t'o-----$---------l'
TOTAL TAX BALANCE $-------1PAID$-l
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 t No.
IN THE
Year ."-;I
(".'
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.,.MARY...E•..WEAVER......
Deceased.
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Late of .WASHINGTON':7
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County of ..,WASHINGTON....
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Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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DEPARTMENT OF REVENUE
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BmtEAU OF 'COUNTY COLLECTIONS.......
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE Jun~"g.2.~.,7..+CJ1.l..
.NTY Washin~n ''-COU §.~.~.I '.
,FILE ~O....?~.::?!:.??..§..
Whereas..,,~X ~.~~.~late of ~~~.~.~~~9.~..
in the County of ::W.A§Jt~,q.r..QN ::: : :Commonwealth of Pennsylvania.having died on
the ?~.h day of P.:~~.~~.~~19 7.9.seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore.I,~~.~~~~,an appraiser duly appointed according to law.,
having been designated to make a fair and conscionable appraisement of the said est~te,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 AppraisementDescriptionofAssetValuesMadeforInherltance
Tax Purposes
$
cIT •.-_HELD:..-
See copy attached te appraisement ,2,674 51
,
ESTATE INSOLVENT,
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Having been duly sworn according to law,I do h~reby certify that the above appraisement is made in con-
formity with law on this .............................02t.?d................day of ...................................~..............................................~...........19......7~
.'......................................................~............~....,Ila-,I!praiser'
..............................· ···..·..(··~;:.:;b~~..·~d..·St;:;~·t.j .
.....................................6,;...........Penna.
WASHINGTON .County
".'
--------,
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MARY E.WEAVER..................................................................................................................
Deceased.
Late of
WASHINGTON............................................................................................................
Date of Death,"'12~2~7.O'.
Appraisemel!t Docket Vol.,..
Page,No Q3..'~~7J.~§?Q ..
Filed in Register's Office,~~??19 7..~.
Amount of tax due,$..
DEPARTMENT OF REVENUE.
Received,
Examined and Approved,..
Wrote.abo.ut Appra.isement,.
Appeal f"om Appraisement,;..
Entered mid charged,..
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