HomeMy WebLinkAboutOC1971-0782 - ESTATE OF MCDONALD~.~NJ.....:as;_,Il!'!I"'R!Cifliq_~)"!liS'JY",iU.;g,J j,""___-,....!MIW"".,'"'......_V-'..
Form No.RCC-62 (6-70)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000.UNDER SECTION 701 OF ACT OF JUNE 16.1961.
EFll'ECTIVE .JANUARY"l,1962.·(PILE IN OUPLICATl!WITH COpy OP'WILL ATtACHED),3-7/-7Q j
OFFICE OF THE REGISTER OF WILLS
County of "Af.J~~~.
"tall-A,,,t1oDO)oo.ld.GtJDr:.""'o.""A S••"",,..,-he,...,t.b.....,Q ''..'",of foI:~.l".""'!'¥•••"..~..,..~n Ml';Q;".,Q••.roO .
(Name)(Addreoa)
being duly ,o.,oo.r.l)_._~---------------according to law,deposes and says that he is the I~R~_~~,M\. _
IO.bQ u.L"cDoc~o.c(b/o .GtsD (EX~:tee.Etc.)
of the estate oL_IQ~_an;fm~Q_~c..t-nlr_"_m __whose last reSidence wasmn.m_un .m..m_.m (_S ) • • _
(No.)t<ttt
_~_~.l~,_'_P__.~~_J~~_'~~~__.deceased,and that the whole of the estate of said decedent,who died W~'-~b~'_~.,-l&O'
(City,Borough or Township)(Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate ALL Estimated
'bot OOf:>Qol.10'or picco of CJf()U()d Ie tho lkJrooob Value
0'C'Mtto.QAc.Wno~.ltla'o.aCw,ot¥A 'OADOV1'9001oa bulCG pCf1C of tot tI.8SQ.OJNo.0$to ..tio O"t.otcoJ.P1M or .()DoJ"ouab 000111101:10.bOleo
1)OU:Q4C4 ~4000PIDO<S ao 10110CO.
.llVi,I~ilJr,U i1it1j ..•00II 9G,liDO OO~"P$.QO Q~li$O~04G ~."'OCJ"f QIW.
O#Ic>:acS&OB boob '$110..0'1'00 ().,to'(U)co ~f 100 'Q09 to QQ M~O'.
"'o~"aa t)••,ro,o t1&atb 0'1)"'00'A04 ntt.tOk)&l:lD '00;,to cno''1:)0
f'OGlO1A4ct o.o4.d JA,No,.9U CAd 04 tho \70at L.~No.94 $4 oell
j'IlM Oft II..~I'~t'JO"Olth
:}II.t
-n).o OOa-OllO;IlO iN.~OOlG.Q.lOQ OOOQO 00 4QQn B.COUOOnlG.,
61,Od 001004 of ·oa .(\440'ldod ecco>'bt.••&O,o.oot to tb.o abOvo
QOUVV..wOP PI"QIJ,I-OQO t ',n~o pvoPO#\tf DOlI Og.(U7U01l 904UO OB ijUo\UOQ.Vll
ct<lho deta oS ."0 i50(l.'Ob.Tbo 'ted''''':dod otto-'llI".,&0'011'00',ttO...a~
bevo Q;,"101.0 01 &O,tJOll.On ..
Personal Property
1I»t1
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 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 exact name or names in
which the account is registered.x
------_._..-------_._~._.-'"----------
".~EstimatedJointlyHeldPropertyValue
•toMB '....~.'.'-....
--"
/
-
Transfers within TWO YEARS Prior to Death
r.;tms
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..
''''UHU
-
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 orotherwise,in estate.)are involved,set OR NO,AT DEATH OF IN ESTATEforththisfact.)DECEDENT
«Ju'ln A.CCDOoo14 01400 Yoa i/DrdtLftf't -,..._,~
COli n.-po!li6rl-qoclo ,
*""...'"'...............
0,1'
...,.--..'~c 1'00 ftfOtbSUotmOS1Ji'!1 tin"
t;OI.&¥01'Qln,PO(.iCOVI.UOQio,
l'IO'bl'pC IS.,l)cotrQot DtllirtbtOfl Ynn 1hlAt!lok
,OQl1 SOl ~.'..~~..~_.~.-.,...".---
BllCno L.Vooo4b D ....-v",,,,<l'i i ........""Bon GocoaC a'roo'-.,----
;"Q.\..~la•.Pe.etlOf'lttoelts
I
..r:i
,DEBTS AND DEDUCTIONS CLAIMED
NOTE'List first five items in the spaces so provided observe notations thereon and instructions
RESIDENT DEC~DENT
7 ,,
,J 'DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN-
"~EGISTER ONLY,
Colo"to end 0110001.&01 Funeral expenses paid U .J.ntl 00 $I/..<J c)u,
Family exemption (will not be allowed unless
Duooo'l tlo"Ioo,floo'otto..decedent died residing with a spouse or children.)
of \1&'10 Administration Expenses *$"-i I/O
"obo tT,.E4oOUdO.",.Counsel fees *80 001 ..,)~
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
:
Total J /7&tJeJ ~/7ft:>~
10410
(City or Town and State)
lement of any fee,commission or debt is greater
~'1lZ?'~'~'"!}...•
,,,A.,lj!.."'CL.",'..','.'. ...........'..D~t!:ft~ftl'1%l~''1010110004xecuor-l\annnt8tralo"I~'.
no ~~c,a'WOQ1
(Street Number)
~'Col"o£lO'Of Pot100,&VOOaO
Note:The estate agrees to advise the Register of Wills if the amount actually paid i
or less than the estimated amount claimed and allowed.
Subscribed and swom to before me this .....,./.~..~.....
0'-~7'/.................· 'dayo{...._,19../ .
.......~..•~~,'".L.~.N:lt.',p.'~""'"
California,Washington ~o.,Pa.My Commission Expires
January 29,1975
Having been duly swom according to law,I do hereby,certjfy t~at the above appraisement is made in conformity with law on this
...'s:.#.:dayOf O'~\tZ;\'~;..,)
·~~~/~~······A·P~~~i~;;····
ln the event thl!ot any future intel'est 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~E~GIST"R OF WILLS
I,the undersigned duly elected Register of Wills in and for ~County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts c'by depone ~athose items where a greater or lesser amount
is set fortlj in the last column to the right in said schedule above,which greater or ser mount I'presents the sum allowed as a deduction.
Dated:....OC.T..5 ....1.Q7.1.~.~~~.~~~.~~~!~9................~l.l..~~........
..Register of Wills
tI ~
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Form No.RCC-62 (6-70)
WillAdministration INo Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
JOHN H.McDONALD,a/k/a
.JOHN .R Mc.I)ONAU>.•.,:m ~.
Deceased
Late of ..G~;L.~;?X:!].;l.8;.~.o.:r:~:U.f?;J:1 .
County of ..Washington............................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
'Y'd "0 ~i NO.L:'1-1 iiI S'f//.\
SI-IJAi..-It;'JJ.1.SI33d
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RCC-B I (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
.hl]ia It.McDonald
(Executor or Administrator)
IN YOUR REPLY PLEAOE
REFER TO
J
In Re:Estate of
Dear
JOHN H.McDO:·jALD allda JOHN H.McDONALD J1/..
___~l!OLtrAi.l.Sl.L'Hl..II~NII.lG:.I.Tv.(~l.ll-!County - F He No.63-71-7$2
Mr~.McDONALD:
You are hereby notified that the __~o~~~jw~~.;un~a~J~_
appraisement in the estate of John H.McDonald ?:&/8 .Iobn H.MoDona)cl ,Yr.
has been filed in the office of the Register of w'il'is qf 'Vlashington
County on Ogtee9P 5,,19~.Said appraisement reflects the
follOWing valuations:
Real Estate 3,333.33
Personal Property __~n~O~n~e~__
Transfers _
Total 3,333.)3
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 October 5,1971
DATE OF DEATH:November 5,1967
Note:This is not a bill.
Ti tl.e Frances Leo,Appraiser 11
,~~CC-39 (5-68)
COMMONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estateof~McDONALD,JnHN a/k/a.John H.].icDonald Jr.DATE OF DEATHNov.5,1967 FILE No.63-7'-782
(Last Name)(First Name)(Initial)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of W_A_S...::.H...::.IN=..:..=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 item in the last column to the right in Schedules "A","B", "C",d-!~".
OCTOBEll.5,1971Dated:------------INHERITANCE 'A
REPORT OF THE REGISTER OF WILLS
.~...~~.~n
none
.
3,,33.3.3.3
1,176.:50
2.157.l'l.
VALUE AS APPRAISED VALUE AS REAPPRAISED
$$-------+--
.32157.
1,176.
VALU
OCT 5 1971 RUSSELL MARlNODated:.
CLEAR VALUE OF ESTATE
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)
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,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",whic r or lesser amount represents the sum
allowed as a deduction.
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $.g,~5:'7.~L33.-.t1fi:)
Tax on $'.'".':...~_'6ofo
Tax on $5%
Tuoo$1~
Tax on $15%
Exemptions *
Total Estate I--_
TOTAL TAX
.'.COMPUTATION OF TAX
$-::-..,..,._.;:::l:04.ll''-l.~.,~~,~:42~$__~~~'--'-O.-:::..-_
$-------4--
$-------4--
$--------4--
$-----_---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 $------
AMOUNT OF ESTATE TAX ASSESSED $------.11-
Estate tax paid $---Jl-
BALANCE DUE $1___
Add interest at rate of 6%from t=
------I:to-----$------l
TOTAL TAX BALANCE $---------.1PAID$-1
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
.c!QfIN :H..:M~()NI\L.I)"a/l~/E1JOfJ1'i H.McDonald Jr.
Deceased
Late of ..CALIFORNIA··
County of \'lASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
i
Form RCC-2 .().....~
DEPARTMENT OF REVENUE
'BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE Oe'tober 5.j ]::97.;l-.
COUNTY ;:tASHI;-r;.TOlIJ.:
.FILE NO 63~7.1;;;;7g-.z .
\John H •HcDonald Jr..
Whereas,Julie.John H :MeDQnald.,a.jk!a late of .Galifomia ..
in the County of .lHa-shington · ·..·Commonwealth of Pennsylvania,having died on
the :5.th day of Nov.ember 19 71.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,Y,·..·FI1ano.8-s loo ,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 tlie right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritance ITaxPurposes
HEAL ESTATE $1.111 '3'3
SEE COpy ATTACHED TO APPRAISEHC~ll''.
J
.N
PERSONAL
NONE
Total 3.33.3.33
.
,
..
I
I
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form~~v:fhbl:~::rh~w~..~~~~~~5.lt~~~'.~a~~e~~~.~.tt7q~;.r.~·~...~~~.~~...~~~.~.~i.~.~.~~.~~...i.~....~.~~el~~..7o;~
...................,fl..,.:.DcA·..,·.'····l.·..(y·.I······<:,;.:0[·d..l'..../.(..(..~/.,{r...G/.....:......:..........
,Appraieer
.......,............................................................................................................................................................
(Number and Street)
............................................................................................................................,..,.....,..,.,Penna.
(Post Oftlee)
---
iJASHIIDTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
cJ..c:>~I:I~~~J?q~~.:r.p ..~/l:<!~.
Deceased.
Late of
CALIfORN..l.:A H ••H ••••••
Date of Death,.....Nov.ember...5.,19.67.....
Appraisemellt Docket Vol.,.~.7H H....................•
Page,0.9./!~7 No..63-71-782 ··········
Filed in Register's Office,'H .H H..H.H H 1
Amount of tax due,.:fj H HH..H.H.H .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,H HHH H ..
Wrote abo,ut Appra.isement,
Appeal f1'om Appraisement,H..H ····H ·..
Entered and charged,H H ••
#
,
'.
•
Real Estate
TENTATIVE STATEMENT
PENNSYLVANIA TRANSFER INHERITANCE TAX
/1-/-71Date,.
To :q..:~..!J..~:~.
...._~_~_.:.£Qc._~_..~..~<Ld..:.
ESTATE~J Pu..)!J~DATE OF //-S~6 7OFp.":';;;;..;.=DEATH ..
Date .C~)UntyJ;.V"---2//,7 S~ate b 3 -/1-7c?a2AppraIsedFile~File ..
3333.33..........,..
Personal Property
Joint Accounts
J.33,3.3-3
Less Exemptions
~d~i~:~~~i~:dExpenses L..(.Z.?::..~..Q..
j
TAXABLE AMOUNT ............i?y<../...?..2:d:J.....
TAX on @ %..
TAX on.~.e...2;.3.3.@ ~%.z.....f...:.!..~..
Amount Previously Paid
TAX BALANCE ....................?!....J..:...t..~......
Interest from d..:j:.~,9..to Q~.
.........4 %on ~...J...:!.:~............................../..~.f..t?~
BALANCE DUE COMMONWEALTH £.&...~s:..
DISCOUNT (5%)IF PAID WITHIN THREE MONTHS
FROM DATE OF DEATH.
PAYABLE TO:
REGISTER OF WILLS
WASHINGTON COUNTY
COURT HOUSE
WASHINGTON,PENNSYLVANIA
J[){o56g0(2v .....
Register of Wills and Agent for
Commonwealth of Pennsylvania.
t'
.00 T
.00 T .\.IV •
3133333
3133333 5
3J 33333 T
3;33333
11 176.00-
21157335
ZJ15733T
.00 T
.00 T
313 3333
313 3333 5
313 33.3 3 T
313 3333
III 76.0 0 -
21157335
21157.33T