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Home My WebLink AboutOC1971-0831 - ESTATE OF DUTCH•• RCC,Q-j-5'68)CO~WEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY FILE No.63-71-831 (Initial)(First Name) Estate of__D_UT_C_H_,_MAR_y DATE OF DEATH 8/9/70 (Last Name) (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. REGISTER OF WILLS OF TAX x by the Register of Wills,for proper reason, _L APPRAISED VALUE AS REAPPRAISEDnone$+-_ _o_n County,Pennsylvania,do respect- except as to those items where a greater or ch greater or lesser amount represents the sum WILLS PPRAISER e County of Washington property as reported in the foregoing return at ules "A","B","C",and "E". REPORT OF INHERITANCE TAX A I,the undersigned duly appointed Inheritance Tax Appraiser in and for th Pennsylvania,do respectfully report that I have appraised the real and personal the values set forth opposite each item in the last column to the right in Sched Dated:October 20,1971 ~ I REPORT OF THE REGISTER OF I,the undersigned duly elected Regis ter of Wills in and for Washingt fully report that I have allowed deductions in the amounts claimed by deponent, lesser amount is set forth in the last column to the right in Schedule "F",whi allowed as a deduction. Dated: INVENTORY VALUE AS REPORTED VALUE AS Real Property (Schedule A)$none $ Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E)75.00 TOTAL GROSS ASSETS 75.00- Less Debts and Deductions ...........,. (SCHEDULE F) CLEAR VALUE OF ESTATE 75.00 Valuation of life estates or annuities ...................$t=ESTATE TAX ASSESSMENTS $ FOR USE OF REGISTER ONLY COMPUTAnON Tax on $2%$ Tax on $@ $ Tax on $5%$ Tax on $10%$ Tax on $15%$ Exemptions * Total Estate TOTAL TAX $ Less tax previously paid $r=.BALANCE $ Less 5%of tax if paid within 3 months after death $ BALANCE OF INHERITANCE TAX DUE $ Add interest at rate of 6%from to $ AMOUNT OF ESTATE TAX ASSESSED $CEstatetaxpaid$ BALANCE DUE $ Add interest at rate of 6%from to $ TOTAL TAX BALANCE $ PAID $ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of ta same should be noted below,with short explanation. 1\1" III""" Will (N Administration ~o. IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF Mary Dutch......... Deceased Late of.Monongahela County of ..Washington· Commonwealth of Pennsylvania REPORT AND APPRAISAL ;J • Form No.RCC·62 (2·64)THIS FORM REQUIRED IN ALL ESTATES WIT~GROSS ASSETS UNDER $10.000,UNDER SECTION 701 OF ACT OF JUNE 16,1961,JEFFECTIVEJANUARY1,1962. r o 't "J-7/-f3/""*OFFICE OF THE REGISTER OF WILLS County of WASHlNGT.ON . ......JOHN .A•..DUTCH 'of .S.6.l7.JJelJnoRt .P.l.q.~~.,PJe.QJJ..li:i.l ~.,.I'1~:r.Y.~p.lld , (Name)(Address)20021 being duly sworn according to law,deposes and says thathe is the Leg.a.te.e . ..(Exec.,Adm.,Legatee,Etc.) of the estate of MARY..DUT.GH Late of Jv.1onQug.a.h~.lq..,..Pennsy.lvan:i~. .'.(City,Borough or ToWnship) deceased,and that the whole of the estate of said decedent,who died ...','Augus t ..9.til,..19.7.Q.......•.•..•.•• ).1 (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN~ES 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 "N a N E" Personal Property "T\T ()T\T 1=:" ; , ~.," Jointly Held Property Estimated Value " Five (5)Shares......common stock.Western PennsvlvaniaNational '-"-.. Bank.at $30.00 ner shar:e.he ld in the name of Marvllitch and John Dutch.asioint tenants. Total Value $150:00 t1 fn r<~7~00 !l o..IJS~J V·I'...'".PV/~.,tJf ?~1/(/ttl \~;'/J ,I ~\~~'i -~\\/ Transfers within TWO YEARS Prior to Death , ,, "N·0 N 'F" .._. ,' 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 "1\T ()1\T 'C" BENEFICIARIES RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (Ifstep-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children ANNUITANTS i BENEFICIARYSTATEYESaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT .Tohn A nllTrh Scm Ypc:.'All , I ..- " I III ,;or--- I ------- RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE"List first five items in the spaces so provided observe notations thereon and instructions,, ~DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~EGISTERONLY Funeral expenses paid $$ Familyexemption (will not be allowed unless decedent died residing with a spouse or children.) liN 0 N E"Administration Expenses * Counsel fees * ,Fiduciary commission * "-/ OTHER DEBTS AND CLAIMS (*)See Note below I Total Note:The estate agrees to advise the Register of Wills if the amount actually or less th~n the esti~ated amount claimed and al~.z: Subscribed andswQl"n to before me this /3 . '~5J~,~'...'.'~:~,~~Notary Public.Monongahela.Washington Co.. My Commission Expires July 7.19r5 .tt1.~mmi"ion 0'd.bt i'....."',. ~.\.'"..l•.....•.......~....~..............•..... (Executor-Administrator) 1.7..Belmont.PI.ac.e . (Street Number) Oxon Hill,Maryland 20021 (City or Town and State) In the event that any future interest in this estate is transfelTed in possession 01'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 law"lcollateral rate on any such future interest.. ,REPORT OF THF;/REp}STER F WIL}-S ~ I,the undersigned duly elected Register of Wills in and for lJff/.. ..;fl~County,Pennsylvania,do respectfully report that I have allowed debts aIili deductions in the amounts claimed by deponent,ept as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or les amount represents the sum allowed as a deduction. Dated:/. Register of Wills r ~Form No,RCC-62 (2-64) / WillAdministration lNo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .'_~'. ."',I .>",., \~/~~">'"" "t •-)I f'\\1...','~,JI /J"1t\./t"',\.... Deceased Late of , . County of . ~-fi .."'!I" ::J... <.A;i -q ~.. ~ ~- --i "8"<:1--'f1 o ~~.~. <:)-;;:::r :z.-oro-co»en' ~:;-, l>rn ;;"l.V-J ~,-.~.~~~REPORT~AN-If,APPRAISAL z'::"..r'l:::.,-':'..:;. Commonwealth of Pennsylvani~ ~i fl!' I Rcc-n (9-68) '"COMMONW~AL TH OF PENNSYLVANIA D~!?ARTMENTOF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT J DATE 1,..Lll!~':""+~l:.L....J JAPPLICATION(MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for consent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania:tvK (a)S-(b)ts JI:2"S Le7?tf e&-.£19 7;0 «Ii'-#!f~)Co H H O,.J (NOTE:In describing securities enter in (a),ab Ole,either the number of shares of stock or the face amount of registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.)vV. ISSUED ON &Cr;!'711'lG 5".and having a TOTAL MARKET VAtUE OF $ )S-();...-- (Date),J q as of the date of death of the decedent,/YJfjS.!?laRrY D (jTc/~,on.I}ur;I 119 it' (Name of Decedent)(Date of death) who was late of 1:<'~C!...t::/V/f1).. The securities are registered as follows:/Y/f[5.me-By DUTc!J /tr;./)::roIiH DUTcH (Name or names in wh ich certificates are registered) ADMINISTRATOR)-JAH.I-'JO~)/~e~---:-'-'-----'----_ EXECUTOR)(Name)~(Addr~~s , NAME OF APPLICANT JoI-IIV I.I2u TC j.j -~"17 ~ELm~n'r'joL. COUNTY FILE NUMBER 63-71-831 ADDRESS OF APPLICANT 0 KOfY:1-1:/Lt.,mD..::20 ().:</ t • liON,IT WILL NOT BE PLETION·; BUREAU FILE NUMBER 63-71-831 SIGNATURE OF APPLlCANT~~~~'""-":-'-----¥o.==J:~~'¥oc.~ NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS AP CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FO COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENU'E CONSENT TO TRANSFER SECURITIES DATE 13~August 1971 I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions of the Act of April 9,1929,P.L.343. (Signature) Register of Wills Washington (Title)(County) ~. This Consent to Tran rates only in reference to the estate of the above-named Decedent.~.4 b.\l 517 7"13 ..11 / " /' ',' ri am the attorney of record for the ea-t tate or the transferee shown on the i front of this form.I do hereby p,erson- 1ally glJs.rantee the -payment.withi.n the i tjm8 prAf.cribed by law.of any Pennsy1.- VP~iA jnhAritance tax which may be due or,the tran:;fp,r of the securitie15 listed i therDr~10r which a consent to transfer ' is r.:nmted . .i:7.$-:~.. (Date) -- ~~L(?~~ -'11 Thoma's A,Dutch -.731 Alton Street __ :E~st Lansing,MiC~igan 48823 .;_ RCC-Sl (6-70 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPLY PLEASE REFER TO J Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT JOHN A.DUTCH {Executor or Administrator} In Re:Estate of Vli\RY DUTCH WASHINGTON County -File No._,63-71-831 Dear Mr.Dutch: You are hereby noti fi ed that the.:------"o~r:"'i~g....in~a1.-------------- appra isement in the estate of -=1'=fa.r=-oty--=Du-==.:t..::::ch==---_-,,-,,---,,---,--------,-_ has been filed in the office of the Register of Wills of__v:.:.:fa::.:s::..:hingt==~on=--'--_ County on October 20,.,19--71...-,.Said appraisement reflects the following valuations:. Real Estate ~--------_ Personal Property ----- Transfers _ Jointly Owned __-=7~5~.~OO~-------- Tota 1 ---'7=5-=...00-'---_ 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 nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. 10;D.~Zd/ljJv//V~r~ Titl e __F-=r=-an=c_e_s_~----=oJ!.,_A--,p~pr;:;:._ai~s_er__ll=-__ SignedDate_O_c_t_o_b_er_2_0_,_1_9'l_1 _ Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. DATE OF DEATH~August 9,1770 Note:This is not a bill. .'."Funn RCC-2 DEPAIRTMENT OF REVENUE B~EAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.J7 J27 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.:~~?~:~.?~~,??.,~. l'lASHINGTON COUNTY ,.. FILE NO §~~?.~:~.~,. Whereas,~P..~.~P.:late of ~~~~~~~~. in the County of ~~.~.~.~g~Commonwealth of Pennsylvania,having died on the ,~~day of ~~.~1~~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~.~~.~~.~~~~,an appraiser duly appointed according to law, ..................................,/-::..':;,:f.l,<••:,•••kf.'.~~.~.kc.:.c-//~~..l::~(~.~. /Appraiser yhaformty 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 ApprallementDelcrlptlonofAnetValuelMadeforInheritanceTaxPurpolel HRAl RQ'1'ATE $ None PERSONAL None JOINTLY-HELD 75.kX> ,. ~av:f b1ee;::~~w~.~~~~..~.~.~~~.'.~adO ~e~~~.~...~ct~Z.i.~~7.~:.~~~.~~~.~~...~~~.:.~2.~~.~~...~~...~.~~e 1~~7.~~~ 01umber and Street) .......................................................................................................................................,Penna. (Post Office) RESIDENT INHERITANCE TAX APPRAISEMENT Deceased. MARY DUTCH CountyWASHn~GTON ,~Q~Qt.{G.Aijl1:U.. Late of Estate of Date of Death,.A~t 9.,..~970 . Appraiseme'lt Docket Vol.,..~K... Page,/.f.f.=..~No 6~71.~.."/., Filed in Register's Office,1 Amount of tax due,:fj . ", (,or ',- 1/ DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,lIt Appraisement, ~ Appeal f,.om Appraisement,. ~ Entered and charged,..j,., Equibank N.A. 236 Fifth Ave. McKeesport,Pa.15132 quibank November 20,1973 Mr.Thomas Dutch 122 Church Street Monongahela,Pa.15063 Dear Mr.Dutch: You recently returned an Authorization for Automatic Dividend Reinvestment Service card,for Equirnark Corporation stock indicating that one of the joint tenants,in the a9count,is deceased. First National City Bank is forbidden,by the laws of the state of New York,to reinvest dividends earned by stock registered in the name of a decedent.Therefore,your shares,as presently registered, do not qualify for participation in the plan.. You may,in fact you should remove the decedents name from the registration.This may be accomplished by providing us with the following: 1.The stock certificates. ,.-.-_.-........_-.....--.\ 12.A-Pennsylvania -Inherita~c:e Tax Waiver,secured from Th,e Register of Wills of the county-in'which the decede!1t./resideaf..·------~.--.-..'-- {.--.-..J C2-;_~~~~-f~ted .Death .c~r~i~i--::_ate; Send the items listed to Stock Transfer Department,at the address shown above. Upon'receipt,we will issue a new certificate in your name alone. Should you wish to participate in the Automatic Dividend Reinvest- ment Plan,please sign and date the enclosed card and return it to us, along with the stock to be transferred. Yours truly, ~a~~ Robert A.Poxon Assistant Trust Operations Officer RAP/gm -enc. An Equimark Company .00 I .00 T .00 T 75.00 7 5.00 S 75.00 T