HomeMy WebLinkAboutOC1971-0779 - ESTATE OF KARMANN...
1\ffi~uutt ®f fxrrutnr .ODr 1\ltmtutlltrtttnr
~tate of 'ennsylttattia }
C!I.ounty of 1ItlIas4ington ss:
P 11 b f th d · d th't ..~Notary Public.d f 'dersonay e ore me,e un erslgne au orl y,a :In an or sal
County and State,appeared H.~D-.:r..~.~tt9:.K.9:I'~.9:D-.~/..······Informant·~·who,being duly
sworn according to law,deposes and says that Ehe is the ll!X~<»Xmx:xillm'ttMstr~of the es-
tate of Alb.e..rj;g...R.•...Kg.:r.mg.rJ.,D-deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of .4\.JI?-~x:.t.9:J~:!...K9:~~.~~!;1,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite
each item of real and personal estate in the foregoing schedules are determined and stated by the
undersigned to be the fair value of said items as of the date of the decedent's death,based upon a
just appraisement of each item made by the above named ~KXx~Rts~Informant.
Sworn~11d;sUbcribed before me this ....I.7A.....}.~J.-=r./
d"f -".19 7 I ~4~.7J?~..A:.~.~.,,£0 .,.......~ontJm.~mxb:kor Informant
NOTARY pu·ii:ic~H£G+o~~Qi ..······..··..··..
MY COMM~SION~XP1~iSA JUNE 30,1975.ADDITIONAL INSTRUCTIONS
•"q10.....,~\..~~~"'\.,....i'7't"l,~A!1)p.~entoryml;lst be filed within t?ree ~o~ths ~fter appoint~ent of personal.~epresentative.
2.A supplemental Inventory must be flIed wlthm thIrty days of dIscovery of addItIonal assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COpy
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
j
~nttentory an~Appraisement of the goods and chattels,rights and credits which
were of A~.9.~~t.~..~.·~~~.~~~.~.late of .~.~.~~.?~.~g.~.~~~'!:~~,.~.~~~.P..~~.~~?~.rsonvilIe,
Washington County,Pa"taken and made in conformity with the above affidavit.
PERSONALTY:
NONE
REAL ESTATE:
An undivided one-half interest in a tract of land,
situate partly in Cecil Township,Washington County,Pennsyl-
vania,and partly in South Fayette Township,Allegheny County,
Pennsylvania,consisting of 89 acres,3 rods and 26 perches,
more or less,more fully described in the deed from Edward
Karmann,widower,to Alberta R.Karmann and Henrietta
Karmann,dated September 16,1961 and of record in the Office
of the Recorder of Deeds>of Washington County,Pennsylvania,in
Deed Book Vol.1119,page 243.There are erected upon said
tract of land,two -one-story houses,a garage and a barn.
DOLLARS CENTS
Value of above farm and improvements erected
thereon,per appraisal of J.C.McCleery,
a Professional Appraiser of Washington,Pa.
on ,$24,700.00.'Decedent's 1/2 share -12,350 00
Total Realty 12,350 00
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'.Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF R~VENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF ·WASIDNGTON
J
IMPORTANT:This return mus tbe completed in detail and filed in duplicate,.with will attached,with the·
Register of Wills of the County where decedent resided;Return is due'within one·year after
date of death,unless an extension is granted by the.Secretary of.Revenue.(Section 703 of
.the_Jni')~rit!ince_an!!:E.~t!iteTa~A,ct .of lQ!'l.)__..~.~ber!':_;:_;';;;;~:;~=_~:_..}:=;OF.Informanf
Late of :w.9.:.1?.hiIlg1:Qn...County Jam:1NI~
.PennsylvaniaStateof,}.
Washington .'5S:County of :: _.
............I.i~.~.~~.~.'!:..TA ~A~.~A~~JY.J:.!.<?~.n.}.~!.J:~..
MnWD»m.tlJt of the estate of the above-named decedent being duly sworn,deposeS and say S
.....................~
!I<?'\VClT<:l,..Q~$t~Y-=':rl1?~AttQ:r.p.:~Y.9.:.t...:k.9.-YJ ..
Mellon Ban}(Bld~.~gCln0I'ls"?l1:r'g~Pa.15317 .
......,..,19 7..Q ,I·xtM»x!KXeXMMOCiKXiMKX«)GX92~~~~KX!K~'IDrX~'*'x.}
(nay).(Y"'lr)Lintestate,..
Decedent'died J.9.:.p.JJ.9.::ry...........J2~
(Month)
Nam~and address of attorney or}
other authorized representative to...
whom all correspondence should be
mailed.
That as such ~.~!.~:.~.~~~deponent is familiar with the affairs of said estate and the property con-
X()l:*iKiIi;i~~MMKX
stituting the assets thereof and their fair market value.
That at thetime of death there was nQ safe deposit box registered in 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 n~STITlITION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED.IN NAME OR NAMES OF
...RELATIONSHIP OF JOINT
HOLDERS TO_D~C~DENT
NE NONE NONE
That the 'contents of said safe deposit box or boxes are itemized under Schedules None of this
return,wi ththe exception of the following,for the reasons hereinafter s~t forth:
That Sc.hedule A attacheq hereto and made part hereof sets forth fullv and in··detailall the
real property in the Commonweal th {)f Pennsylvania of which decedent died having an interest there~~.It
'also sets forth the mortgage encQlllbrances upon each parcel of real property at the date of death,giving
the amount still due at death,pameof mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of s~id
parcels,the estimated market val.Qe thereof as of date of death of decedent•.
That Schedule B attacheq hereto and made part ·hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the,decedent
at the time of death,whether in decedent's immediate possession,standing to decedent'~.credit in banks
of deposit,savings banks,trust companies,or other inst!tutions,whether individually,•.Qr,in trust for
any other person or persons giving also separately the accrued interest thereon,if any~"doWn~to the fast
interest day prior to decedent's death in the case of savings banks,and to the date o'f-akce'dent's death
in all other c~ses;all bonds,po~tal savi~gs,treasury certificates or notes and other~~vidence of in-
debtedness of the United States'to the decedent;~ll obligations,whether by statute~o~.~~g~~emen;they
are designated as tax free,of the United States,or any state,or political subdivisicin thereof,or of.'..fl..'any foreign country,which are owned at the time of death;all wearing apparel,jewelry,sil~erware,p'ic-
tures,books,works ·of art,household furniture,horses,carriages,automobiles,boats,and'any and all
other personal chattels of Whatsoever kind or nature,left by dec.edent,together with the fairly estimated
market value thereof;all bonds and mortgages held by decedent and of aU claims due and OWing decedent
at the time of death,and all promissory ·notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever nature,With interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation'as to each item;all ~oneys payable
to the estate from life insurance policles carried by decedent;all annuity and endowment contracts the..proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent ~t the time of death,with the market
value thereof at such time.
·,
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.,It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of 'death.
The SChedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or j,ointly,by t.he will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
•t {,•
That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of".,death;taxes accrued chargeable for period prior to decedent's death (except.those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein"
have been carried forward and properly registered in the Summary.
..,i/.(?;~...7/t.....;t~.k:k.~...
:mX~~~Informant
:?g~?§..~."G.~.~.H T:w.p..!~.•._._..
(Street Number)
~,~~.~.~F.~gny.~.~J.~.~y~..~.
(City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word,"None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.,Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
,',.'Subscribed and sworn to before me this .
..-.--..-11~day Of#..19.7..!.
';;:~~~'~GTO~~;:..-
MY (OMMIS!tOt-f EXPIRES JUNE 30,1975.
RCC-S4 (1-114)
COMMONWEALTH OF P'ENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
'TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent,Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be (1)(2)(3\described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATIONconveyancebywhichthedecedenttooktitle;If a farm state number of a-FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbronces upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In th Is space)to be listed on Schedule "F"and must not be deducted from this schedule.
(SEE SCHEDULE "E")
Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
RCC-35..
.COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned indiVidually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.SaVings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and fUrnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed
estate o~or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule•.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fUlly VALUE MARKET VALUE (Do not write in
this space)
NONE
Insert this total opposite "Personal Property",Schedule "B"in X X NONE
the "As Reported"column on the last page of this return.,
RCC-36
rmmON'\K\LTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TRANSFERS
(1)Did decedent,within two years of death,make any transfer of any material part of .his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)l~o
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)No
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)__~N~o ___
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be sUbject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedent in his lifetime make any transfer without receiVing a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from th~'property transferred?
(Answer yes or no)---'N!=.l-'0"--__
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or nO)4~~O~__
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedentaloneorothers__
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)__
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which c01tld revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)__
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)__
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM DESCRIPTION
NONE
MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
·ReC-38 ','
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly
with another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
DescriP.tion of Property,Date of Acquisition,Name \.unit percentage Estate
Address and Relationship of Co-Owners,and Place Value Share Valuation
of Record of Instrument,where Real Estate.1
All that certain tract of land situate partl.in
South Fayette Township"Allegheny County"Penn-
sylvania"and partly in Cecil Township"Washington.
County"Pennsylvania"formerly known as thE "FawiCett
Farm"bounded and described as follows:
Beginning at a post on line of land of"or f(rmer y
of"P.G.Walker,at corner of Land of"or formerly
of Mses Hickman;thence along line of said 1\1 oses
Hickman"and land of"or formerly of"John 1 •
Hickman"North 74°45'East 957 feet to a po t;
thence along line of land of said John A.Hick nan"
North 88°30'East 737.5 feet to a post;thenc ~
South 1°40'East 3476.5 feet to a hickory on ine
of land now or late of W.M.Bell;thence along line
of land of said W.M.Bell"South 89°30'West 032.9
feet to a post on line of land of said P.G.Wall er;
thence along line of land of said P.G.Walker"NorU
2°7-1/2'West"2390.8 feet to a locust;and l'orth
37 °52 1/2'West"1042.8 feet to the place of
beginning.
Containing 89 acres"3 rods and 26
perches"more or less.
Having erected thereon two"one-stor~
house"a garage and a barn.
Being the same tract of land conveyed by
Edward Karman"widower"to Alberta R.Karmann
and Henrietta Karmann"by deed dated Sept.16"1961
and recorded in the office of the Recorder of Deeds
in and for Washington County"in D.B.1119,page 243.
DEPARTMENT VALUATION
CAUTION~Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
Value of above farm and improvement~
erected thereon"per appraisal of J.C .McCle ~ry"
a Professional A ppraiser of Washington"Pa.
on $24,,700.00
Value of one-half share of decedent
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return.
·,
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"
Rec;:'3?(12-63)
COMMONWEALTH OF PENNSYYLANIA
rnANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth \this fact.))OR NO BIRTH,
DOROTHY A.DURAND Sister Yes Sui Juris 1/20th
.3-092 W.116th St,\
Cleveland Ohio 44111
HILDAGARDE A KRENN Sister Yes ""
Box 48 R.D.#2.McDonald,Pa.
KATHRYN B.ELI,Sister Yes ""R.D.#3,McDonald,Pa.
RUDOLPH KARMANN Brother Yes ""
R.D.#3,McDonald,Pa.
ESTHER E.CORNELL Sister Yes ""
R.D.#3..McDonald.Pa.
ROBERT J.KARMANN Brother yes "II
Box 277 B ..R.D.#2
Eanonsburg..Pa.15317
ROBERT L.KARMANN Brother Yes rt II
Box 263 R.D.#2..
Canonsburg..Pa.15317
REGINA C.BERNARDI Sister Yes II "
Box 313..Cecil,Pa.15321
HENRIETTA M.KARMANN Sister Yes II II
Box"263,R.D.#2,Canonsburg,Pl
ROBERT S.KARMANN Nephew Yes "l/lOOth
Bridgeville..Pa.
Edward N.Karmann,Jr.Nephew Yes "l/lOOth
Parks Road..McDonald,Pa.
LINDA KARMANN Niece Yes a Minor l/lOOth
SANDRA KARMANN Niece Yes aMinor l/lOOth
~:A NC y K ARMA NN crW-0f>~Nlece Yes a Millor l/lOOth.~-rkR "R"":Jn Mf'nrm!Jl,
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME
All living
DATE OF DEATH RESIDENCE
~IATTER OF THE APPRAISEMENT
REPORT AND APPRAISAL :-i.
'-:'-
Deceased
(Executor-Administrator
must complete "As
Reported"column #1.)
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Alberta R.Karmanna
Late of ...HE:mQe.:r.I?OnvUl.~a.
Commonwealth of Pennsylvania
County of ."W8:~l1~l1gt()Il
wmcx
.~~l\ff<}h
Howard O.Stevensa Attorney
-----
ESTATE OF Alberta R.Karmann
f.e 3 -71-7 7 7
STATEMENT OF DEBTS
AND DEDUCTIONS
I
LATE OF Box 263,R.D.#2.Canonsburg (Hendersonville)
DATE OF FILING APPRAISEMENT--ll".._~DAT5 OF DEATH _l -(L -I c::J Pa.
AND AGENT OF THE COMMONWEALTH
OFFICE OF THE
REGISTER OF WILLS
OF _--,W_a_s_h_i_n..:=g--,t_o_n__COUNTY
:/fC5-7/'779
Form RC C·lO
DATE NO.OF NAM&:OF PAYEE REMARKS AMOUNTVOUCH,""
18 ru
Jan.16 St.Mary's Cemetery Grave lot 100 00
Jan.16 St.Mary's Cemetery Opening Grave 75,PO
Mar.5 Coleman Funeral Home Funeral Services 1~176.20
May 29 Kurtz Monument Company Grave Marker 175 00
1/2 share of real estate taxes on arm.as follows:
7120/70 Malcolm M.Morgan Cc .Treas.1970 $County Tax 62.16
7§OJ.4/70 John O'Hare~Jr.Cecil Twp.Tax 44.09
8/18/70 John O'Hare.Jr.School Tax 220~86
Total 327 •11
Decedent's 1/2 share 16.3 55
Howard O.Stevens.Attorney fee 600 00
"otRCJ 1~~
I
"'-
-
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF Washington so:
I,Henrietta Karmann~Informant HEREBY CERTIFY,THAT.TO THE BEaT OF
(L.5.)
M.Y KNOWLEDGE ANO B~Li£F,THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION 9IJB~n:~:EO TO THE ESTATE OF Alberta R.Karmann,DECEASED,AS DEDUCTIONli FOR
INHERITANCE TAX PURPOSES.
.',,'),.--~J,)"-:".J~h/~~~.;:~~WORN'.NO sUai~C,~!,SE~BEFORE ME THIS /!-DAY OP''enTle a armann
)<18~
NOTARY PUSLIC.WASHINGTON,WASHINGTON CO.
MY COMMISSION EXPIRES JUNE 30,1975.'
•<
RCC-BI (2.-64)
COMMONWEALTI-I OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
HENRIETfA KAffi4ANN.INFORMANT
IN YOUR REPLY PLEADE
REP'ER TO
j
In Re:Estate of__A=LB:.:·:.:E~R:.:T:....:..::KA=..:..::RMA=:..:.:N:..::N:.:·.:..J _
___W.:.:.:A:::::S::.:I!::lII~N~G=...T!:-.:.O~N!.-County -File No.6)-71-779
Dear Miss ~~nn,
You are hereby notified that the __~o~r~1~g~1~n~a~1~------_
appraisement in the estate of lULBERTA,~N
has been filed in the office of the Register of Wills qf WASHINGTON
County on September'J,19~.Said appraisement reflects the
follOWing valuations:
Real Estate _
Personal Property __
Transfers 1~2 3l.,,5;uO"'--.uO..\JOL-_
Tota1 ....,.],2 .,?'3.=:;5.uO"-'o..l"lO""'OI.----
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 _---:S;....e;..;:p:.....t_e_m_b_e_r_1..:::.J...!..~1;,::;.9...!_7..:;;;1..;..'_
DATE OF DEATH:Janu~,ry 12'~1970
Note:This is not a bill.
Signed 1nadi.RuW ~~(~~
Title MADELINE FINNEY.APPRAISER I
"\...
RCC-39 (5-68)
t
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of KARMANN~
(Last Name)
ALBERTA R•.
(First Name)(Initial)
DATE OF DEATH 1:'12-70 FILE NO.6)-7~~779·-
REPORT OF INHERITANCE TAX APPRAISER
September I),1971Dated:
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON
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".
~~·fh-o-/~.
INHERITANCE TAX t:::::::t '
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 to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule",which greater or Ie er amount represents the sum
allowed as a deduction.
Date~EP 16 1971 RUSSElL MARIND
REGISTER OF WILLS
liO 060 2100602
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
FOR USE OF REGISTER ONLY
Tax on $-+__
Tax on $-----+__
Tax on $---------+--Tax on $--.,.-+-__
Tax on $-----.....LJo.4-l-.u.J..LIj-~;l_{
Exemptions========i===Total Estate I---_
TOTAL TAX
COMPUTATION OF TAX
$---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%fro~_____to $-l
AMOUNT OF ESTATE TAX ASSESSED·$--~-----lL-
Estate tax paid $.....L-
BALANCE DUE $----Jl-
Add interest at rate of 6%from t=
------Ito-----$-----......
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 l N
Administration ~o.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
ALBERTA KARMANN
Deceased
Late of .WASHINGTON
County of .\vASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
..'~
Fonn RCC-2 .
"-,,,,,,,,,,,,~,~,P,t~}~1J.?,~,r.,,,,,,11t,,,,,,J9,f,"4 M.e COMMONWEALTIi OF PENNSYLVANIA DATE•DEPARTMENT OF ltEVENUE RESIDENT INHERITANCE TAX WASHINGTON
B'ptEAU OF COUNTY COLLECTIONS COUNTY ................................................................................................
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.,,,,,,6.],~.Zl~.7.,,79....,,,,,,..,,,,.,,.._.,,",,..,,..,,"'"
Whereas,ALBERTA,R.KARMANN CANONSBURG..................,............................................................................................................................".....late of ...............................................................................................................
in the County of ......................................W:M?.f;.+..:N.G.~.9..N ....................................."........."......Commonwealth of Pennsylvania,having died on
the .......,.."........................."..12th....."...............................day of .....,...............J..~p.::!J.~:r..y ...........................19...7.9..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,,...................MA;O'.E.L.I.~.....F.INN~.x....................................................,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.
Vnlt AppraisementDescriptionofAnetValuasMadeforInherltanca
Tax Purpoles
$
~RANSFERS :
SEE COPY OF SCHEDULE "C"ATTACHED TO APPRAISEMENT 12,350 00
I
.
'!)
1
I
~
,
~
.
Havmg been duly swo.rn accordmg to law,I do hereby certify t t the above appraIsement,IS made in con-
formity with law on this ,".."..).3.~"day of ..":.,..::::::.:::..~::::',::"::~:'''.~~,.~.
(Appraioer
(Number and Street)··"··..,,·.."w..~i..·······,',",Penna.
WASHINGTON County
F~
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ALBERTA R.KARMANN.....................
Deceased.
Late of
WASHINGTON
Date of Death,;t..::':.~.~~?Q .
Appraisemellt Docket Vol.,J.~..
Pagep(tJ(-S 1\T 63-71-799..............................................1.\O•.......................................
Filed in Register's OfJi.ce,..§~.P~..~......l~..J9...Tl.
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved):,..,,,;,,'.,.,,..,.
Wrote abo,ut Appraisement,..
Appeal t,.om Appraisement,.
Entered and charged,..
""
j,.:';"'''
~
'..
-",
•f,
:-------------:~---------~--~..~---"~----"'-----''---'----..------,......--.~-------------··----~---"~l
F ""..........<11.,_•••,-,....."'.'.11 •••o·......<a."""s .....•---."',",'• •H"i'••'"....-,·"1 J
PENNSYLVANIA ~1
DEPARTMENT OF REVENUE
NO.B 11656 OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX
RECEIVED ONE THOUSAND FIFE HUNDRED SEVENTEEN
HENRIETTA KARMANN-
and 59/100-------------------dollars
representing Pennsylvania Inheritance or
From:ATTY.BOllARD 0..STEVENS I Estate Tax due from the follOWing estate:I~I
Address .!ELLON BANK BUILDING
Date of Payment v\;ltum;:«-.I.,.L;U.J.I
CANONSBURG ..PENNSYLV
$
$
$1,509.04'n
$~
$
$1.509.04
%Tax on $_
Estate Tax,Act of
May 7,1927
6%Tax on $_
2%Tax on $_
15%Tax on $10,060..25
TOTAL TAX CREDIT
Date of Death 1-12-70
Name of Decedent ......,.......nAn.n..l\n.o...&n........I
File No.63...71-779
County WASHINGTON I
Remarks:
J){O
-f -JI ;~
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate ofL%40'hl.=2---'7'-""1"---_
to DATE
$~
$8.55 11'11
lrrn~[p[L~@illlJrn:SEAL I TOTAL AMOUNT PAID $1.517.59..".....---...
NOTE:This Triplicate Receipt to be retained for aU'S:'2\16..5 (),
Receivedoy \,/-jjr..(
NOTE:In accepting the transfer.inheritance tax an future estates,prior to the death of the .e 7·\"•I (Signature
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth 51'011 >...-r-.
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of *'~......-....../'I.l\jJ,.t,-..J .-r
life te~ant or tenant for years whenever it appears that such additional tax may be legally due and /,('\(Titlel'.
collectible for any reason whatsoever."'1
.-~-,.~-_.-~"~~~-_.-~_----..---~------.-------..----,~~--------~-~~---,.......------~-------~_.~-~,.-----~.----~_---..-~--~-~'-~-~~......_~--~~.~~..,._~
"-3~w'I","
0000 LOO LO
o 0 (\i 0 lfl 0 1:'-
0 LO \0 If)ttl 0 0'\
0 1:'-1:'-1:'-\00 CD
,.-1 ,.-1,.-1,.-1\0 C\1
,.-1 (\/
:;,li&III
I...u£&&ae~"4h"4·....",..,.·....··,.....1I
,I-S;2 0 9 0 0 1:",
-£L.6 8 2;2;
0 a 0 s £:2 1:
,',','
"
/'I).,
COP~OF INVENTORY
\.
:.'Notary Public
Henriett~Karmann,InformantSxxxxxxxxxxxxxxxxxxx
Alberta R.Karmann
Alberta R.Karmann,
xxxxxxxxxxxxxxxxxxx Informant.
x xxxxxxxxxxxxxxxx Informant
-3Juneutnrg aUIl Appraisement of the goods and chattels,rights and credits which were
Alberta R.Karmann Box 263,Cecil Township,Hendersonville,of ·;late of .
Washington County,Pa.,taken and made in conformity with the abO'Ve affidavit.
PERSONALTY:
NONE,
REAL ESTATE:
.An undivided one-half interest in a tract of land,
situate partly in Cecil Township,Washington County,Pennsyl-
vania,and partly in South Fayette TOWIl-ship,Allegheny County,
Pennsylvania_consisting of 89 acres,3 rods and 26 perches,
more or less,more fully described in the deed from Edward
Karmann,widower,to Alberta R.Karmann and Henrietta
Karmann,dated September 16,1961 0.00 of record in the Office
of the Recorder of Deeds of Washington County,Pennsylvania,in
Deed Book Vol.1119,page 243.There are erected upon said
tract of land,two -one-story houses,e.garage and a barn.
DOLLARS CENTS
Value of above farm and improvements erected
thereon,per appraisal of J.C.McCleery,
a Professional Appraioer of Washington,Pa.
on ,$24,700.00.Decedent's 1/2 share -12,350 00
Total Realty 12,350 00