HomeMy WebLinkAboutOC1971-0738 - ESTATE OF CUNDALLForm No. RCC-62 (7-69) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER S10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961,
EF;1li'·',.V:.:lANUARY 1, 1962. (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) &, 3-7 I -7.3 f •• OFFICE OF THE REGISTER OF WILLS
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' • • • 1 ~-Co~nty of .... WCJ$ht~gt;9P..'......... 1 ·• ' ;
....... l:t~~?~.~. Y.· .. R~~~Y. .. ,· ................... of . -~~? .. ~: .. \Y<?~.~ -~~~~!l.~ 1. :W<?~.l1~!1g~9~~. ;E',q:
(Name) (Address)
being duly -----~~W_Q~_g _____________________ .according to law, deposes and says tliat he is the ________ g_~~gh_t_~~--------------------------------
. · CExec., Adm., Lega=. Etc.) ·
of the estate of .... J~!.?.~§-.. ~~~_9.-~!~~----~~---------:.: whose l~st residence w~s .. :.J.~:?.?..:J[~ ___ $._~-~~-~~.9-~ __ AY~-~~-~-(No.l (Street)
________ F.,~~-~!P:g!_~~-~---~-?..-~-------deceased, and that the whole of the estate of said decedent, who died -------~~_y ___ ?._J ___ _!~_?..l '
(Ciry, 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~W RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
NONE NONE -
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Personal Property
Checking Account in Pitts·burgh National Bank & Trus t Co . ,
Washington, Pennsylvania, being Account No. 83-3-166989 ~'m>J_ $511.12
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NOTE: You may 'expedit_e 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.
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Jointly Held Property EstiJnated
Val ...
Savings Account in First Federal Savings & Loan Assn, of Washington,\ _
Pennsylvart:t:a, being Account 21177 in the names of Clara Cundall o:t;~ h ~ L'!-:?·,...~2
Ros ada n 'Doorlu ..,.,.......:~ nn ..... .., 1 ...:~ 'C' ,, .... ...:~ 11 • • Al//71r1
ASavings Account in Pittsburgh Na~i~~al Ban~~i~ Washington, Penna. being ccount No. 24667 in the names or: CJ.ara ·cunda.ll or -Ro~::irl::~ RPPihr
in trust for Earl W. Cundall (New Account No. 83-206 76 71) "'N&r -'/Ax /.J~' J:
499.0Q
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Transfers within TWO YEARS Prior to Death
NONE 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
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BENEFICIARIES
BENEFICIARIES 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
Donald E. Cundall son ves 1/3
1673 Streator Avenue, Washingt pn, Pennsylva ia
Rosada V. Reed__y__ daughter ves 1/3
155 South Wade Avenue, Washing ton, Pennsylv nia
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Earl W. Cundall sd>n ves 1/3
Washington, Penns y 1 v ania
' RESIJJ.f;NT DECEDENT ·• . DEBTS AND DEDUCTIONS CLAIMED
N6'TE · List firs't five items in the spaces so provided observe notations thereon and instructions , ,
DEBT 'oR:CLAIM NATURE OF SAME AMOUNT THIS COLUMN
~EGlS;rER ONLY
Hummell Funeral Home Funeral expenses paid $ 1269 0 ~$
Family exemption (will not be allowed unless \
decedent died residing with a spouse or children.)
Administration Expenses •
Frank C. Carroll Counsel fees • 50 ool
Fiduciary commission •
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OTHER DEBTS AND CLAIMS
( •) See Note below
Russell Mar~no Filing Inheritance Tax Form 3 0 ,
Marie Guidos Affidavits 1 0 )
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Total 1323 0( ~/P/32...'1 ~Q
Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission ol· debt is greater
or Jess than the estimated amount claimed and apowed.
Subscribed and sworn to before me this ..................... . a?.~L~~i ............ .
Rosada V. Reedy informant 155. So.uth .Wade .. Avenue., .............. .
(Street Number)
....... ~.9 .............. day 1J;·. ~\l.~Y .... :..: ....... , 197~. ··Nota~~············
Washington, Washington County, Penna. W~~.\l.~~K~C?~h. ?~~J;t.~ Y ~.Y?.r:t?-:~ ........... .
(City or Town and State)
My commission expires Feb. 26, 1~7:5.
Havmg been duly sworn accordmg to law, I do herebt}..~e~t~y' t~at the above appraisement is made in conformity with Jaw on this
.................... {4.f'~ .. dayof ............ ~·······················:l9.'/..(J ~
...... ~ ... ~.M~YI ..... ~ . .-. .......,... " .............. -. 7 ApprA.I er
In the event that any future interest in this estate is transfened 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.
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Form No. RCC-62 (7-69)
Will Administration }No. · ......... Year .... .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
. . . . CLARA CUNDALL ..................................
Deceased
Late of South Strabane Township
' County of ... Washington ...........................
Commonwealth of Pennsylvania
~
REPORT ~"tf"JI_j}PPR~A~;
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R C C-81 (2-64)
COMMONWEALTH OF PENNSYL VAN lA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
ROSADA V, REEDY -INFORMANT
IN YOUR REPLY PLEA8E
REFER TO
In Re: Est ate of __ ~CLARA=~_.,!C~U~ND=ALL='------------
____ --!W~AS~H==IN~G~T~O~N _____ County -File No. 63-71-738
Dear Mrs. Reedy,
You are hereby notified that the ____ -=or~;g~·~1na='~l~------------
appraisement in the estate of ______ ~C~LARA~~C~UN~D~~~LL~-----------------
has been filed in the office of the Register of Wills qf WASHINGTON
County on July 28 , 19Zl_. Said appraisement reflects the
following valuations:
Real Est ate ---------------------
Personal Property __ ~~5~11~·~12=---------Jt. Hd. ~ ____ !:!:,1,iLl7~Cil:..L.LJ•7L!j4.__ __ _
Total -------=~~$_.~Sf.~-----
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~ul~y~2~8~1~1~97~1~----Signed ~:u...!d&Af£Ji ~.
Title MADELINE FINNEY, APPRAISER I
DATE OF DEATH: May 81 1971
Note: This is not a bill.
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COMMONWEALTH OF PENNSYL Mlif-fi'A' v r: o
DEPARTMENT OF REVENUE1fJ f.~ U 'r r: -,, r I Cnr ' ,.· .
HARRISBURG " ~: ·WNs
RC C-43 (4-69)
NOTE: TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S. 4th Street
Harrisburg, Pennsylvania
Dear Sir:
)UL ,gn ~ .• ~JJ ~U.59 AN·'rlJ
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Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FINANCIAL INSTITUTION First Federal Savings and Loan Association of
wastti:ngton, i'a. 15~61
ADDRESS 71 South Ha in Street vJashington, Pa/ 15301
ACCOUNT NO. OF JOINT,
TRUST OR INVESTMENT DEPOSIT_....:s::..::a:...:.v..=in:,:.c;g;::::s....:2=...!1::..::1~77=----------
NAMES ON ACCOUNT
OR INVESTMENT Clara Cundall or Rosada v. Reedy AND Donald E. Cundall
DECEASED JOINT DEPOSITOR, TRUSTEEORINVESTOR ____ C~la~r~a_c~u~nd~a~l~l _________ _
ADDRESS AND COUNTY 155 s. Hade Avenue Hashington, Pa.
DATEOFDEATH~~M~a~y~s~.~1~9Zul~-----------------------------
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Rosada V. Reedy AND Donald E. Cundall
ADDRESS 155 s. Hade Ave. and 1673 Streator Ave. I·Jashington, Pa. 15301
RELATIONSHIP TO DECEDENT ??~ 1-i1<MV DATE DEPOSIT OR INVEST MEN':::'T ___ ......;....:~:::;.::;.;:~;;;,:,.;.,_.:..._.:.::...::::...:.::::._ __ _
WAS ESTABLISHED ____ __;;,;;,Na;;;.,y!:..-.,.;:;.l;:;.Jl ,t.---1::.:;9~6~6 --------
BALANCE, INCLUDING INTEREST
DUE, AT DATE OF DEATH $---=-'-=:7==---T---------:----. )
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TITLE
RCC-39 (s!68)
COMMONWEALTH OF PENNSYLVANIA
TRA'NSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of CUNDALL
(Last Name)
CLARA
(First Name)
DATE OF DEATH 5-8-'71 FILE NO. 63-71-738
(Initial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __ WAS_· _.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".
Datedo July 2S, 1971 'JJL.ut~d~ fvu/l ' ~HERITANCE TAX APPRAiSE( I ~
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 dep except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule" " which eater or lesser amount represents the sum
allowed as a deduction. '.\' ~
Dated: _...2~1-V~~( _;;,t-..::1-4j--. . ~~ ( ( !"~ ~ -;r, -~~~R~E~G~I~ST==E~R~O~F~W~I~L~L~S~~~~~
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
VALUE AS REPORTED VALUE AS APPRAISED
$ $----------~---
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
12
86
00
CLEAR VALUE OF ESTATE 895 86 895 86
Valuation of life estates or
annuities................... $--------+---
ESTATE TAX ASSESSMENTS $---------~--
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on$ 2% Taxon$------------~~s~~:;_~8~b-~ $--------~~=4-==-$ _____ ,~·34-7w5::..._
Tax on$ 5% $-----------4----
Tax on$ 10% $ _________ 4---
Tax on$ 15% $ ______________ ~---
VALUE AS REAPPRAISED
$ _____________ ~ __
Exemptions * ·
Total Estate _______ -+---
TOTAL TAX $--------------~---
(*) -As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid $=======1==
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 $-----~--
BALANCE DUE
Add interest at rate of 6% from
$----------~----
----------~10---------$-----------4---
TOTAL TAX BALANCE $ -------------+---
PAID $ --------.....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 ( No.
IN THE
Year ........... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
CLARA: CUNDALL
Deceased
Late of . WASHINJ.TON
County of .. WASHINGTON ....
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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I Fonn RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE ....... J~ ..... z.a. ....... lm........................ . ......
I DEPAR,T~T OF REVENUE RESIDENT INHERITANCE TAX .. WA§JP:F.Q:~9.~ ................................ ('~ COUNTY BUREAU OF COUNT~ COLLECTIONS ...............
.HARRISBURG, PENNA. 1772 7 APPRAISEMENT FILE NO. ... 63~7l~7l8..~ .................................................
I Whereas, .......................................... C.LARA ... C.V.NP:!U.J.L ........................................................... late of .................. W.A~R~g~Q~ .........................................................
I in the -· WASHINGTON of Pennsylvania, having died County of .......................................................................................................................................... Commonwealth on
the ............................. e.ighth ............................................. day of ...................... ~Y. ............................................. 19 ...... 7J.; seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, .................................... MADELIN.E. ... F..I:Nm ............................................. , 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:
SEE COPY ATTACHED TO APPRAISEMENT 5ll J2
JT. HElD:
SEE COPY ATTACHED TO APPRAISEMENT 1,707 74
total ? .?1'~ B6
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form:!;·~~hbl:~ ~:%:Ow0l"ll ·ceo~}~· ~:; o~·~~~~~·:~ ~~~~I~q~~>!iL
Appnnser
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WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
C.LARA ... CUN.P.At.L. ................................................ .
Deceased.
Late of
WASHINGTON .. , .............................. ··········-················································
Date of Death, ............... .5~~7.1. ............................................. .
Appraisemel!t Docket Vol.,
Page, No. ..93.~7.:1,~73..$. ............. .
Filed in Register's Office, ....... ~:\4.Y ... ?~ ......... 19.7.~ .. .
Amount of tax due, $ .................................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra.isement,
Appeal f,.om Appraisement,
Entered and charged,
1
.:
.00 T
L269.00
50.0 0
3.0 0
1 .00
L3 2 3 .0 0 T
·' ....
.0 0 T
,
511.12
511125
L707.74
2;218.865
L323.00-
8 9 5 .8 6 T
.00 T