HomeMy WebLinkAboutOC1971-0762 - ESTATE OF PIGEON...:...t:!-
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C0MMONWEAL TH or-PENNSYLVANIA
DEPARTMENT OF REVENUE"
HARRISBURG
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Deportment of Revenue
Bureau of County Collections
26 S.4th Street
Harri sburg,Pennsy Ivan io
Dear Sir.
J
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:.
NAME OF REPORTINGFINANCIALINSTITUTION PITr~m1T':~:NAT!OrSAL FlA!:K -Ci(}1,RVTOl on'IrE
ADDRESS C,·k L FOJ,l'A.15022
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT (Ol-COns)))Sav1.nrs
NAMES ON ACCOUNT TOI1l Pigeon or HI's.Anna Gl'dickORINVESTMENT _
,
5<>fo !I,(,p
DECEASED JOINT DEPOSITOR,Tom Pir-eon .{~
TRUSTEE OR INVESTOR ---------------1
F.D.#1,flOX 210,Hent1f'Y"ri~.le,Pa.1~.J11ADDRESS _
DAT.E OF DEATH ,_5J.:-:;al.:...:~-:;..L7..1 _
SURVIVING DEPOSITOR,':1".\n::a.t'rdi<.-k
BENEFICIARY OR INVESTOR _
R.n.#1,[<ox ?1u,l.lC'ntlqrvill~,P.r'.1 311ADDRESS _
RELATIONSHIP TO DECEDENT Sistp~._·---,
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED ._I'_r_i_o_r_t_,o-.::...3.-_7_-_f._2 _
BALANCE,INCLUDING INTEREST
"DUE AT DATE OF DEATH $lS,,!)',.10,
.,"'.•....~"'$c',
<".':::~!l""~?~~~~...;,~.':"~."0'"',-----,.............~-..,4
;.Iit:.S·"'~4 I"00',
*COMlJOM\'IEALTM 0"P£NNSYLVANIA OFFICIAL NOTICE OF INHERITANCE TAX"/DEPAR'TMEHT Of REVENUE
BU;REAU Of COUNTY COLLECTIONS APPRAISEMENT AND ASSESSMENT OF
~INHERITANCE TAX DIVISION ASSETS NOT SU BJ ECT TO ADMINISTRATION
TO:URSa ANNA G,;illICK Date:·JUDe 2,1971
RnPe 1 OOX 210 'County \'!i\~)IU iIGTON
BE'NTI1':YVXIJ .."p,:jJN~~tY"i \i ri t!Ib lS~l/l County File No.
Bureau File No.
,•...,,.,• •'I ••'.~~,.,.,..
Under the Inheritance ond Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are tQxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
Thct property on which tax is hereby assessed consists of:J.to C':'~tS J1,ggOWlt 1I<0Jr0()22j;)J)R5hQ ~;
the PITTSD\f@H llATIQNAL Bans:,CWiliLEROI OfFICE,CH:,riLEROI,pamSYLVANIJ.,In tM naDG of ;,
.~
TOM PIGEON OR 1ofI4.i.ANNA GiIOICK.OpeMd pr:ior to )-4-.6.2.ie~~8e ,&0 et dat.e et d~JtD ,J:~,
~§,OJ'1J,Oo •,l
appraised by the Commonwealth,as of the date of death,at S ]5~6J7.Ja
50 %of this amount is taxable at the rate of 15 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
1 '
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To insure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bring it to:
1,172.78
1<~IINA~
THE COft'lMoNtfi:.ALIl'l
AGENT FO~OURl HOUSE
NNA 15301WASHiNGTON,PE .
____.-S~~J._
1,172,96
----------
INSTRUCTIONS TO TAXPAYERS
TOTAL AMOUNT DUE S
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S =======~-d1"4ft ';
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":j,--::::"':::'~~~!Io:£,.,,L;;::.:::=:':-~~.J.o.::'"'-"ASSESSED BY:...........'!
(Agent for the Commonwealth),"~f';;',i.,)
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Make ch,ecks or money orders payable to:
AMOUNT OF TAX DUE
o If you pay tho above amount within three (3)months
of the datct of death of the decedent,or on or
before August 18 19 71 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
*If the tax is not paid by the above date 'additional
interest is due at the rate of 6%per annum until
paid
J
OFFICE OF THE REGISTER OF WILLS
County of ..~~.
Alma GB(i1cb "~~hlp.~0l11wdo...............................'of .
(Name).(Addrell8)
,et;;OIIl d'~d d h n ,h Joiilt ·a:merbelOgduly,,__,.accor 109 to ,aw ~p~says t atne 1S t,e,__,_,,c ,,,,_,y:•(Exec.,Adm.,Legatee,Etc.)
~.p~~oNQ .',.t;;~lt'~_D•.1.a=:210.t-1al~Rtf."of the estate of.....whose last reslden~e was ----(N~~i------------------------(St~~~t)----------------------,
~l~UOo Po.,' . . " . .,~Ul.1m___________________________________________________.deceased,and that the whole of the estate of saId decedent,who dIed ~_
(CitY,Borough or Township).(Date)
consisted of:
Form No.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 18,1981,
EFFECTIVE JANUARY 1.1982.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANGES 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
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 aCQount,account number and the exact name or names in
which the account is registered.'.
Jointly Held Property Estimated
Valu~.
-"""
.,..~.-..,
"
-
Transfers within TWO YEARS Prior to Death
Koao
.
".
.
y..
...
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
mao
-
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 BENEFICIARYaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
AlIDa ~.-SISto2'Yon aati.m
soeottoOt ;f~P ,
Pam'!ns4~"
-
.,.,
,-'.,;,
-,
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REsmtNT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
l (,
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
william H.Robinson
Administration Expenses *
Counsel fees *25 Do
OTHER DEBTS AND CLAIMS
Fiduciary commission *
."
5.19...71 sacred Hear't
Ceme'tery ,
6 ...3-71 Sacred Heart
Cemetery
6-11..11 Rev.John Palko.
St.LukeQs anlrch.
Bentleyville'
(*)See Note below
Opening grave
125 00
0120 00
350 qo
6-18-71 Luketich Memoria·Headstone
Co.
"\.,
Total
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 ..2nd " .
-11........................day of .J"ly ,19.' .
...s/.Maxion.E C().l~11lan .
Notary Public
.;~~~~~.
S t (,Btreet Number)omerse ."J."O\1DS111P
".~~~~~.
(City or Town and State)
Having been duly sworn according to law,I do here:l,c:rt;f:Ithat the above appraisement is made in conformity with law on this
.............oo ..;L~.--=t:L....day of ......,.....VQ ....ilVVJOo;"i ~'0':'~'.~.,19.",'l./'../)A (2_A ..
....:l/~/U..J...{j(~.."~~':!;.....
/'In the event that any future interest in this estate is transfel'1'ed in possession 01'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 THE R;EG~STER OF WILLS
I,the undersigned duly elected Register of Wills in and for u..JtL.jJ~"County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by d;p-;~e'~t-,Vx~~~t.~~0 those'ms where a greater or lesser amount
is set forth in the last column to the right in said schedule above,which greater or lesser amount (presen the sum allowed as a deduction.
Dated:t:-J,.-:.d.r.a.:-..71.................~.I.I..~.~~.
.Register of Wills
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Fonn No.RCC-62 (12-66)
WillAdministration INo Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
THOMAS PIGEON,A/K/A TOM
PIGEON..............................................................................
Deceased
Late of .B.eotl.eyy.i.lle•.Po Ci\~•••••••••
County of .Washington..........................................................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,t
R CC-81 (2-64)
COMMONWEALTH OF PENNSYLVAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
ANN A GRDTCK -JT.OWNEH
IN YOUR REPLY PLEAGE
REFER TO
j
In Re:Estate 0 f __-..ITuH.ll.O.a.:M:u;A1I.SJ....;.Il:...)!u.(u.tE:.;,OANlI....-_
____--LilWAaJS""-Hu..I...·NG.lll,LJ'T'u.O,ulNl--County -File No.63-71-762
De ar Hrs.Grdick,
You are hereby notified that the =.....,...-J.lOl,l;r:.&.j.t;g....;~n~a.l.l_-_
appraisement in the estate of_·_~T~H~U~~~ffi=S~P~I=G=~~'O=N~_
has been filed in the office of the Register of Wills qf WASUHffiTQN
County on ~J]Y 26 ,19~.Said appraisement reflects the
following valuations:
Real Estate _
Personal Property 7~,a~1~S~.r5~5~-------Transfers _
Total ...,....-I-7+-"8o"Jl.'g~•.,l.\5;;.5-_
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 (6%)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..:...:6:..!,~1~<J1!...:1=___
Title l-iP.DELIIJE FINNEY.APPiiATSRR I
DATE OF DEATH:May 18,1971
Note:This is not a bill.
.RCC-39 (5-68)
toMMONWEALTH OF PENNSYLVANIA d't:f:
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of PTGF:ON
(Last Name)
THOMf\S
(First Name)(Initial)
DATE OF DEATH 5 18 71 FILE NO.63 71 762
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of--!Jvl~A~S~H~I~N!),/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 itern in the last column to the right in Schedules "A","B","C",and "E".
July 26,1971Dated:--=-=-=~=-<--'-='------
REPORT OF THE REGISTER OF WILLS
EGISTER OF WILLS
Dated:_...:.J~y:l:=oY......;;;2=6..,L,-=1=97r....J..::l"--_
I,the undersigned duly elected Register of Wills in and for ltJASHINGTON 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",w or lesser amount represents the sum
allowed as a deduction.
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$-------+--
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
annuities.. . . . . . . . . . . . . . . . . .$t=
-
ESTATE TAX ASSESSMENTS $.
FOR USE OF REGISTER ONLY
Tax on $----------4--
Tax on $----------4--
Tax on $----------4--
Tax on $...,-.....,..,.,....-.1.-;;-_
Tax on $5,460 15
Exemptions========F==
Total Estate--------4---
TOTAL TAX
2%
6%
5%
10%
15%
COMPUTATION OF TAX
$-------+--
$-------+--
$-------+--
$------.,.,---+--
$--=81.....-9'---~O£!,L..R-
$..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===
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $---J
AMOUNT OF ESTATE TAX ASSESSED $--~--I-
Estate tax paid $l-
BALANCE DUE $---.JL-
Add interest at rate of 6%from t=
------Ito-----$-----~
TOTAL TAX BALANCE $-------1
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
THO¥!AS PIGEON
Deceased
Late of...13EWI'm:Y.VI.IJ.E.
County of UASHINGTON...
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~
Fonn RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE ..·············Juliy····26,.....19?l.............................-..
'DEPA~T~NT OF REVENUE RESIDENT INHERITANCE TAX COUNTY ......1tlAS..H:&l.~Ql~81~............................'pUREAU OF COUNTY COLLECTIONS ...........
APPRAISEMENT .
HARRISBURG.PENNA.17127 FILE NO.·····..63·-'1-1...762····························..··.............
Whereas,....··..·......········..······TOOHAS···PIGEON·················.......................................................late of ·············-BEr:J'nZYVILLE································.....................
in the County of .........................................WASHINGTON...........................................................Commonwealth of Pennsylvania,having died on
the ..·..··.····..········..······......·l8th···.....······..............................day of ..............................}1ay......................................19·-71··,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,············............··~IAm£LL1lli···.F.INNEy .......................................................,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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit App,alsementDescriptionofAssetValuesMadeforInheritanceTaxPurposes
$
OP.'."RC,"T\TtlT.
SEE COPY ATTACHED TO APPIlA ISEHEN'i.',.,n'1n ,.,.
~--""."'..."'7 Q'Q t::.t::.,
I----j
-
_.-
.
Having been duly sworn according to law,I do hereby certif~that the above appraisement is made in con-
formity with law on this ............................~..ta...j;:.rA.~day of ............................~y;:;::l.6;1;:;............................··············X·······..··.........19.'1/..71'...L f .9..................................................../.{j..d!~.~"....{,?1.!•.!._.....d....4..~...!.!.t;.,..%~~t~";.~;!-.:n (~
..............................................................................................................................................................................................................,&3(~;~;~:t;.;J:~0 ................H.Penna.
WAXHINGTON County
•RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
THOHAS PIGEON
Deceased.
Late of
BENTLEYVILLE
Date of Death,?~:J...?~7~.
Appraisemel!t Docket Vol 3.F -OJ •••.•••••••••••••••••••••.•••••••••••••••••••••••••
Page,1.9.3 -::...S No ~?:7.3::-::7..?.~.
Filed in Register's OfJice,..~....~~~.?..19.....7.~
Amcunt of tax due,$.
DEPARTMENT OF REVENUE
Received,
Ex-a.mined and Approved,.
Wrote abo.ut Appra.isement,.
Appeal f"om Appraisement,.
Entered and charged,.
,d
1 orr
1 £S-091)(£
-OO'ss£tz
Ss;-8 1 8cL
1 00-
.00 T
IJ593.D0
25.00
125.00
120.00
350.00
145.00
2)358.o0T."
.00 T