HomeMy WebLinkAboutOC1971-0823 - ESTATE OF DEERR CC-43 (5-65)
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COMMONW~ALTH OF PENNSYLVANI:/b Bt~c,.[fVFO
DEPARTMENT OF REVENUE v UNTr C3;1U 0:-
HARRISBURG A.....LEr:r:()N~
1Ifij21..,)
llJ7 AH '1/
J
1969
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
FINANCIAL INSTITUTION l?_i_t_t_s_bu_r_g_h_._N_a_t_io_n_a_'_._:e_a_nk_~_
~loDonal.d Office
ADDRESS -.,-_~Mu;;e:.uDu(lYu...'Ca.-:Ill,J:d~i........t:!P:aa_.-:L.l..:5::UO,J.;5~1:...--------
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT=.....__.--=1.:..::;.9...::,.65=..:9::..,:9:...;::6_--'--_
NAMES ON ACCOUNT
OR INVESTMENT !-1rs.James Deer or Mrs.Alicl!!Mo Eller
DECEASED JOINT DEPOSITOR,V
TRUSTEE OR INVESTOR M_.r_s_~_J_a_m_es_D;....;e;....;e..;;;,r _
ADDRESS__~P;;:...·.:.....--:O:...;;.~--::.::B..::.O:.:.x......:l::...:O:...:8:...!:,_=.::.f4:::.id=.\:.:.:iVa::.Jyu,~P~a.!..•......il=.:5~O~6~O:....-_
DATE OF DEATH April 20,1971
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Mx's °Alice M.Eller
ADDRESS __l?_o_O_o_'_BO_X_,_1_O_8,..:.,_M_·i_d_w_a...::.y...:.,_Pa_..::.-o.....:.1::....::5..,:0..:.6...:..0---::...---
RELATIONSHIP TO DECEDENT Daughter
DATE DEPOSIT OR INVESTMEN-T----------:---------
WAS ESTABLISHED August 15,
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $1_3_,,0_9_1_._2_6-,--..;.;....._
I <./q/5'1dr:Jji!2fJ;J;,-I 7&oj,,.7,
.%"%.:.L /8/c>'fl.,)'~1.PS;f,~f1.~71,P~7 .=3'l
,-~..._------
RCC-134 (1-69),
COMMQNWEAL'iH OF.P,~NNSYI;VoANIAIi_l'~'ARTMENTOF REVENUE
BUREAU OF COUNTY COI,..LECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
?o.BOX 10e,
Date:,,£P-!,5!,a.loLy~3~tL.!1.J,9-1.7~1 _
Coun ty _...;JiIiL~/.I,oIlS.;u'HJ.,JIUlNIl.IGu.'P1J.ON.IL-_
'5°60 County File No._
Bureau File No._
We have received notice that,ax}OO\~~XXXXXXXXXXXXXXXXXXXXXxxxxxxXXXXXXXXXXXXXXXXXXX
on Apri12Or:--19.4L.,you came into ownership of certain property through m.9KIGffiXlrnIDO)~X~
X'~l~j(I!.~~~~m.~XiI.Transfer fromJv1HS.JMlES DIiliR Deceased.
iY'
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"'co~nsists of:Jl'.Held Savings Account #1965998 held in
t,Ae pI'l"rSfjtJ,iGw :J!iTI')~l;~l.SWlllirCPONAT.D,PF,NfJSVJ,VANIL IN THE N/,j.ffiS OF l1RS.JhHES rihj~R OR
HRS.M..ICK lLElU;!.t.Ope~ed August 15,'969.Balance as of date of death,$13091.26
appraised by the Commonwealth,as of the date of death,at $13091.26
100 %of this amount is taxable at the rate of-6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMOO
•
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 .Jw.r 20,1<}?1 71 you may deduct a
discount of 5%0 the amount of tax due,or
D 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
TOTAL AMOUNT DUE $
- --')SJ.zl.-----
785.47
$--------
$===============
APPRAISED BY:---:-,--...-.-~-+---+/-:.<....;:."~/,,:,,,,/....:,)~,_(Inherital1~ef ox Appraiser)
ASSESSED BY:_
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to::Jv.-f-j)~,.?%S't/1
To insure proper credit to your account
this Official Notice must accompany
your payment.Moil or bring it to:
AGENT fmc;1,,!:\:.,;~:;~··~.~..li./11
COURt H:CLS~.
WASIUH610K~PEt1N.A.15301
If you have already paid this tax to an executor,administrator,attorney or other personal representativi"of the
decedent for forwarding to the Commonwealth,list belowthedate paid,name and address'of ta.~.per~n te,"lhom
you made payment,their official title and the amount....-...WJ "'_~
"\
Date Paid Name and Address of Payee OHicial1itie Amount Paid
O.
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 proper.ty in the computat,ion of tax due.If any
such expenditures meet all of the three following tests,it is recommended that you itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine the 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 for these debts,and
2-You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the deced.ent handling the administration of the general estate of the
decedent or any other transferee..
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
..
-
TOTAL $
(attach separate sheet if required)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF:_
SS:
I,hereby certify that the foregoing isa.just 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 claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__.
REPORT OF REGISTER OF WILLS
Si gnature 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
RC C-43 (4-69)
.......
COMMONWEALTH OF PENNSYLVANIA R£f'~
DEPARTMENT OF REVENUE'OUNf!JRE~/t~~
HARRISBURG r COi/./~_,
HAY if JONs
3 38 f~1 '1/
J
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:
McDonald Office (Savings)#73-013493-9
The Union National Bank of Pittsburgh
Atten:George K.Steinbaugh,Asst.Vice Pres.
ADDR ESS ....p......---,OI.L.&.'....IBl:H,o,uxL...C8u3i-/.7.....,-I::.P;uittJtl;.Jls:ub:wuLJ:r:.gg;ab...,_P~aa..--Jll..:5*",,2~3.u0_
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT
NAMES ON ACCOUNTORINVESTMENT I_d_a_D_ee_r o_r _
NAME OF REPORTING
FINANCIAL INSTITUTION
Alice M.Eller
DECEASED JOINT DEPOSITOR,1.7'JI)b
TRUSTEE OR INVESTOR ..::I=d=a-:D:,.:e::.:e=r__________\V(
ADDRESS ~AND COUNTY 104 North Central Street,Midway,Pa.15060 I.~
DATE OF DEATH April 22,1971 rr
SURVIVING DEPOSITOR,~BENEFICIARY OR INVESTOR Alice M.Eller
ADDRESS _--.;;;.10..;..4--.;;N.;..;o.....;;r;..;;t...;..h--.;;;.C.;;;.en;;,;;.t,;;;.;r;;;..;a;;;..;1~S...:;t..:;;;r..:;;;e.;;;.e.;;;.t:..,...:;M.:.::i:.:d:.;,;w~a:Ay~,_P=..a::.:...-:1:.:5:.:0:.;:6:.;:0 _
RELATIONSHIP TO DECEDENT DaughterDATEDEPOSITORINVESTMEN·=T----.::~~---------
WAS ESTABLISHED ~A...:;U;,:.g..:;;;us::..t::.....;;1:.:5:....:.,--=1.::.96=-9::.-_
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $----'4:Lj,L.til9~0~7..L:.6!IU2=--_
(7;).1:tjf'tJ h t ;;-;.;..1"~7/~
J-1~(tbk)~'I Y:vl ~I i,7;,
7-').;;'-71
McDonald Office
RCC-\34'(1-69)
COMMONWEAI:TH OF PENNSYLVANIA
DEPART~ENTOF REVENUE
BURIiAU-OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASS,ETS NOT SU BJ ECT TO ADMINISTRATION --
TO:AI,ICEM.EIJ.ER
104 ROR1'1:I CEN1lJlAI,SXBEET J
Date:_---JMilUaQ~L.-U1OlJ.jtl-l1~97.f-;11----_--
County _--'WIlf,jAlioiSH;w.,a.%oWINOiLTu.'OWlNe-_
MIDWAY,PENNS'nJ'ANIA • 1SOW County File No._
Bureau File No.
We have received notice"that;~XlHlPxmuxxxxxxmxxxxrnxxXxxxxuxxxxmxxxxXXXXXDQOt
,:o~nl'iiit'i'Q'Q·~AiP~rU~g2a2~'~'~9il1t7"W'Dy~OU~''came into ownership of certain property through r~_
iI ' 'Transfer from IDA DEER Deceased.'
Under the Inheritance and Estate Tax Laws of,the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is'imposed upon you,as transferee.
The property on which tax is hereby assessed consists of:41t.Mol.d S~8 ACOQ\1Ili #73-o13~,9;z.--
~.ld Jon the T.HEtJNI~NATIOWL BAm(OF ~PI1''rSBliaGf:I,.Ii'B'I.i~~~8¥LVAllIA.IR tee aames-ef--
-lDA DEER OR ALICE M.ELLE!hOpened Ausus'15,1969.B&lanee as at date at aeath,4907.62
appraised by the Commonwealth,as of the date of de~th,at$._'"..4-+:901.L7~.aJ6~2~_
100 %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 ,btly 22.19 71 you m~y deduct a
discount of 5%,of the amount of tax due,or
D This tax becam~delinquent,fift~en (15)months
after the date o'f death and,in addition to the
tqx,,st(Jtutory inter~st 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 abo~~'date additional
interest is due at the rate of 6%per annum until
paid
TOTAL AMOUNT DUE $
$
294.46
......-~4-.72------
294.46'
$-------
$::::::===============
I'
APPRAISED BY:.:zuv.;!"~...R.~;('..trfJ .-J/,JIIY,
{lnhedtance Tax Appraiser)
ASSESSED BY:
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS .
Make checks or money orders payable to:'d~;L,...,~Jlt/t/c.
'/1/;;-;1
1 Cj ~2;1 .J/
.To insure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bri ng it to:
.r .._w,.•
COURT HO.SE
WASHI;~GT(j;N,PEN1~A.15301
If you have already paid this tax to an executor,admini~,rQt.orf'OOattorney or other personal representative of the
decedent for forwarding to the Commonwealth,list below the date pai.d,name.and address of the pers.an-to'wllom
you made payment,their official title and the amoun.t.'.,;'-...--'.
Date Paid Name and Address of Payee Official Title
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 .that you itemize t,he payments below,.;
execute the affidavit,and return this notice.The Register of Wills will examine the·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 for these debts,and
2-You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.'
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if requ ired)
SS:
COMMONWEALTH OF PENNSYLVANI~)
COUNTY OF:_
I,hereby certify that the foregoing is a just.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 claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF___________19__.
Si gnature of Taxpayer
REPORT OF REGISTER OF WILLS
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 $•
Date of Approval:_
Register of Wills
)
\.
(;3-71-tcAJOFFICEOFTHEREGISTEROFWILLS.,·',~l(.J:J c·.i..~·'l..(~.·.l·l ......:•.'.•,~."''''.'''..\1Ii~~,il(~':j l.l.~r·
:':',:to :':,u,~J <,Coun-tyof .~..J.'l~~~~.~~~.~~.'.>:.:....:.:,,':'-:b..:.~&~:J ".'
~~~~.f7.:~~.~~~~~'.\.:'',.'.,.:'.\;,.of,.~~.~~.~.~~,}.Q~.,~~.c!~~Y.,.~~~.J~~~9.\.
'1\•c.'-.,\(Nanie)'"~,,".~:.'-".•.......I.c··,,,;'.e:.,t (:AddresS)....,I •J ~..J)..,,
Form No,RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16.1961.
EFFECTIVE JANUARY 1.1962.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)
.!
being duly ~~~Q~-~--,------------_---.according to law,deposes,.ancl,says that he is the :_.~9.~_Q~~!--.-_._-..----,----:-------,..~.-'\',..'~c ....l "I•.>1l_.".f ).::..t._.l I 1j.J ~"','·1'·...."(Exet.,Adm.•Legattt..Erc:)4...)L·w.1 ~
of the estate ob_I~~.",_..J?-~_~~__,"..':._~-,_,_,_",-_~,__""whose,las,t residence was.:-J9!±.-NQ~-~h"J:;~,Jl(~~~-~AY!!....~-,-;-;.--'
.........t'-."..'_,,"C'..'lo..,-.~'••,;~~,..0\•..1 ,I.•;':(No:,)'Jo ,I.,-~"v'.3t~et),,\~J ~,j,.I."-~
.~~~!~¥..!c:_.!~_~~~.deceased;and lthat.the,whole of the estate ofsa,id.d~cedent,who die.d,;~P_~~_~_._~_Q!!_~.?l.••."(City,Borough or Town'ship)(',."'.",.'•..'-'(,,,',.(c..").',':.._.,(Date).,."
consisted of:
II .._~t:.~...~..~t 'J r,,}\-.,..)1 r (.t 1 ~:~'.!..I .'.~.•~;~....J._I ';_____---=---=------S....:....-..:...:........:....-.:.....-_---=-_~-"--'-_
I:'"\..i r J..RE.A~rRpPE~T;Y .\.:,:,",',•;.,'.u ;!i.I',i "I i J
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT,
:-:~~(~P~~~~R1r HELD.~,S.JOI~.~~EN~N~~~TEt~~~Cy,B,Y.~~p~.ETI(E(S,..G~VE(~A~ES"A~D~E~~E~~~DRE~A~)I?~~~tlIPi?r;O~H.~R ..?~~~)~~:)
,,....~,''"'!>'c::\-"I,j Estimated
Value'
..,'~'.----------"...------~~--'---'------'-----'--'----'--+---'---'-----,-~--:-,
-----------------...,...---------------~-_+----c___.,-.T.~.
-------------~~------~-~----:--'-------'--+~--~--:--c •
NONE
------------------------'--'----:------'--'-----t----'---~
I
I -----------------------------------+------
-----------------------------------+------
--------'-----------------------------+------
0.00
Personal Property
------------------~----------------t------
-------------------------------:-------t------
---------------------------.---------------+-------
r
,NONE t I.j.f J i t'(.,')
"yJ'.i ~I
-----------------------------------t------
--------'----------------------------+------
-------------------------------+------
-----------------------:---------------+------
-----------------------------------+------
$0.00
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 account,account number and the exact name or names in
which the account is registered.
\,;
Jointly Held Property Estimated
Valu,e
Lot of ~ground in Robinson Twp.,Washin ton Count
as of date of death;$$¥$4,90T.62~
Savings Account No.73013493 9 in the Union National Bank
13 091.26
account as 'of date of death $1,195.64,_. ,
Checking'account No.7340403 7 in the Union National Bank
Office1n'the names of Mrs.James Deer or Mrs.Alice Eller,'total 0
account as of date of death
the names of Mrs.James Deer or Mrs.Alice M.Eller,total of
Savings Account in the Pittsburgh National Bank,McDonald Office,
Transfe'l's within TWO YEARS Prior to Death
.Office,in the names of Ida Deer or Alice M.Eller,total of
Lot No.34 in the Midwa Coal Com an Addition to Midwa frontin
Streets,extending back,along Stevenson Street even width 100
Eller,by deed-dated January 15,1971,recorded in the Recorder's
feet.Being property conveyed by Ida Deer,decedent to Alice Deer
Office of Washington Co.,Pa.,in D.B.V.133l,pg.422.Value $6,000.00
That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly wit~,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
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF.
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
NONE
BENEFICIARIES
RELATIONSHIP SURVIVED AGE OF LIFE
BENEFICIARIES AND ADDRESSES (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
Mrs.Alice M.EllerJ P.o.
Box 108,Midway,Pa.15060 Daughter Yes ~ntire
-
.'
J
RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED,.I ....
NOTE'L;st 'first five items inthe spaces so provided observe notations thereon and instructions,,.
/~v DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
2,864 00 l{EGISTER ONLY
Rene Freeville Funeral expenses paid $KIX $.
Family exemption (will not be allowed unless
,decedent died residing with a spouse or children.)
Administration Expenses *
Joseph C.Ralston,Esq.Counsel fees *75.001
Fiduciary commission *
OTHER DEBTS AND CLAIMS I(*)See Note below
Kurtz Monument Foot markers 280 00
Washington Manor Extended care in 1970 »5,284 39}~Washington Manor Extended care in 1971 3,225 62
Sandra L.Stewart,Notary.,Notary fee 1 1 00
Russell Marino,Register Cost of filing this form 3 00,,..~1
~..:.-..-.
,~.
).-
;.,..-.'
11 .
(f'
Total $11,733 01 Ir?3>3 o J
I
~c:l~~Y.,..~~.~~~y~.v~~.~~.15Q6.Q .
(City or Town and State)
Subscribed and swom to before me this .
Note:The estate agrees to advise the Register of Wills if the amount actually.paid in settlement of any fee,commission oi'debt is greater
01'less than the estimated amount claimed and allowed..!f~.~~.t:d7LA/
(Executor-Administrator)
.~.•..~~..~9~.JQ~.
(Street Number)
___Z:t1!l,_____!'»'_~,r\l_l)~,19 71.
~ARCoT~RY~-----
McDONALD BOROUGH
MY C9MMJSSJON EXPIRES FEB.28,197Z
Having been duly sV;0),p according to law,I do hel'eby c;;}i:y~t:a;.~~~bove appraisement is made in conformity with law on this
.................../o&.J;:h dayOf ~.~_,,1::11 -.~
....,~~~)..r-~Alt rRiser
In the event that any future interest in this estate is transfened 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 TIjE.REGI TER OF-WILLS
I,the undersigned duly elected Register of Wills in and for.·W·.County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by depon nt,except as to those items where a greater or lesser amount
is set for~helast column to th~htin said schedule above,which greater or lesser aunt re resents the su ~ed as a deduction.
Dated:ctu~~r.,./.:;~~.(t.(!........~.o Register of Wills
~r
".
.....
~'t""_W\!.........
OF THE
ESTATE OF"
"-~'..,
='£::0.p..rn ;q.
fJ)GJ c:c...."~~=-'.,,;c:::::::::G')(/)::J!::
....l;c;l~..I>~er"7 ,'c ,'}"'1,~.;~:''.'~.....:.;.De~~~~~d ....
~_~C.'~~•.;.
~j'~""---:-j :.:...~'-
.Late of ~~~R~Yi.:b,C?~.~l:lgn•r--:::::..t::-'• • • . • • , • , . • • •
\)r---_.
::.>en a
i ..f •r""'-.a
'County of .W~~1;l~I'!g~on U'1...................
."
-~"'-..
-MATTER OF THE APPRAISEMENT"
,!
t·<I.JtsJ
'1
,"~::;t·~,',,~.;",,,
~,
.)
'..
-,'-'
r:·.-:."....Form No.ReC-52 (7-69), _...."J ,J=::==:==================I _">~",-,,,:-.
t "!:."j :::Will:,'~l
I
.'",',.:;~~:~~~miI:\i.stration SNo Year .
,"oJ ...l -,.;~'..:i IN THE
r
t
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
."
.,.v
Joseph C.Ralston
Attorney at Law
McDonald,Pa.
,,
v·
"
/c
-".,
~
fO
I~----
R CC-81 (2-64)
COMMONWEALTH OF PENNSYLVAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
ALICE M.ELLER-CO OWNER
IN YOUR REPLY PLEAOE
REFIER TO
j
In Re:Est ate of I_D_A~D_E_E;...:R:..:..-_
____...;W.:..::A=S:..:H.:.::I:.:N.:.=G:...:T~O~N~·County - FHe No.63-ii-823
Dear Mrs.Eller,
You are hereby notified that the Qriginal
appraisement in the estate of ~I~D~A~D~E~EwRu-Tn~~~.x~-
has been filed in the office of the Register of Wills qf WASHINGTON
County on August 12 ,19 71.Said appraisement reflects the
following valuations:
J t.Held ~----a.]...;z9..,.,.L1~94:z.-.5.....2"--__
Personal Property _
Transfers -----...,...-"6L..J,,.A,OA,OA,O,L,.....O.....O~-__
Tota1 --"i2&>.5~,...]L..9;z.:4:r..-.5..L.o1'o2 _
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 __A_u~g~u_s...;t--=1_2..L,--=1-=-9..:.7=.1 _
DATE OF DEATH:April 20,1971
Note:This is not a bill.
Signed ~y~,av~
Title ALFRED TOSI,APPRAISER I
RCC-39 (5-68)..C0M!~WEAL TH OF PENNSYLVANIA
TRANsFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of~DI£,E~E~Ru-A.ID~Aa-DATE OF DEATH-.:....4-20-71_FILE NO.63-71-823
(Last Name)(First Name)(Initial)
REPORT OF INHERITANCE TAX APPRAISER
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".
Dated:_--=A=u~gcu=s-=t--=1:.::2..J.,--=1-=9-=-7=1~_~-YruV ~.HERiTANCE TAX APPRAIS R
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 deponenJ s to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F'''rWhicr greater r lesser amount represents the sum
allowed as a deduction.\
..........,.
Dated:AUG 12 1971 RUSSELL MARINO ~
\.R
13 461 51
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 $-+-__2%
Tax on $.1 ~~hl~l @
Tax on $5%
Thxoo$lK
Tax on $15%
~~ptioos *
Total Estate --'1--_
TOTAL TAX
COMPUTATION OF TAX
$----------+--$-1:Ru.I("L.l.4'..uh:~Q
$------'-..:c..-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 $----~L-
Estate tax paid $...Jl-
BALANCE DUE $----Jl-
Add interest at rate of 6%from
------lto-----$-------It=TOTAL TAX BALANCE $-------l'
PAID $-1
FOR USE OF REGISTER ONLY ADjUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration (No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.IDA DEER
~
....,..]
1
<-:J..-,
!
Late of .
County of
MIDWAY
WASH1:NGTON
Deceased "-.,,......
>-,.,-..-...-"j .-~..........,......,-:;.,-..,
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
..
.....,
•J
-,
I~
.IJ
...
#:
t
Fonn RCC-2
COMMONWEALTH'OF PENNSYLVANIA DATE ..........~~.g~.~..~.....+~..".......!..~.?.!........
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .......W~.~b.J~.g.t..9.~....................................BUREAU OF COUNTY COLLECTIONS COUNTY
•APPRAISEMENT FILE NO..............§.~.:..71:.~.~.~...................................,flARRISBURG,PENNA.77127
,1
Whereas,.......................................I.D.A....DE.$.R.............................................................................late of ..........................M~.P.W~X..........................................................
in the County of ...................................~~.~.~.!.~~!..9..~...........................................................Commonwealth of Pennsylvania,having died on
the .............................~2.~.~.oo ...............................................day of ...................A.p.r.i..l...............,....".."",..,..,....19.....11,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,..oo.....................ALFREDoo...TOSI ..,..,'oo.....................................................,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 AppraisementDescriptionofAssetValuesMadeforInherllanceTaxPurposes
$
JT.HELD:
See CODY attached to appraisement 19.194 52
TRAN~1rERS:
See copy attached to appraisement 6,00C 00
total 25 A194 52
"-
Having been duly sworn accordi~to law,I do h~reby certify that the above appraisement is made in con-
fonnity with law on this ............/",r:;,L,day Of~\!Fo:;;z~p;.u
A prai8er
..................................................................................................................................................................
(Number and Street)...............................................w~.......................,Penna.
(P08t eel
··u
...........WASHINGTON................County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
IDA DEER..............................................................
Deceased.
Late of
MIDWAY
Date of Death 4-20-71
A aisemel!t ;~;~~·~···;~·~;.············:J·F·······················.ppr ,.
Page,/.?t..-:::.I.No §.~.~..7..+.~.~..~.~.
Filed in Register's OfJice,..A~g.~......!..~......19.....'?.!
Amount of tax due $J •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,..
Appeal j"om Appraisement,..
Entered and charged,..,
I
.,.
_'.','
2 8 6 4 0 0
7 5 0 0
2 8 0 0 0
~,...,8 4 3 9-'GprD32 2 5 6 2
1 0 0
:3 0 0
1 1 7 3 3 0 1 ...!..','_,,',.
It..As-t'1 ,~."'-'V *,..,ft",+..a.;_
4 9 0 7 6 12 1
1 1 9 ,5 6 4
1 3 0 9 1 2 6
1 9 1 9 4 5 2 s
6 0 0 0 0 0
2 5 1 9 4 5 2 s
1 1 7 3 3 0 1 -
1 3 f~6 ...5 1 _,-J.........
I~""."'·".ae.M."""".6·"'''.''••''.~...............,..........-................................