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HomeMy WebLinkAboutOC1971-0836 - ESTATE OF MCGAVITTRCC-51 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT H KEN1~TH McGAVITT-DEVISEE IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division j In Re:Estate of HE_N_R_I_E.....:T::......::T::......::A~M-=-cG.:....:A:..::...V:...:I::...:T:...:T=----_ _W;.;.:A=S:...::.H=I=N.::...GT=-O::..::N~__County -File No._.....:6-=3_-~7=-1_-8=-3:::...:6::....-_ Dear Mr.McGavitt , You are hereby noti fied that the ..::.o..::.r..::::i:.cg~i::..::.h==a:=..:l=--_ appraisement in th-e estate of HENRIETTA McGAVITT has been filed in the office of the Regjster of Wills of WASHINGTON County on September 22 ,19-11,Said appraisement reflects the following valuations: Real Estate 4,500.00 PersonaI Property _ Transfers _ Jointly Owned ,.---_ Total 4,500.00 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. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date _---"SLJe"-lp~t....,e....mwb~e.......r~2....2'_1,---.J'~9L7L.'.L..- Title MADELINE FINNEY,APPRAISER I DATE OF DEATH:June 30,1971 Note:This is not a bill. /r' ATTORNEY AT LAW._ c..:, 107 MAIN STREET BENTLEYV~LLf."I'-~,l'6314 J..," ..... LAST WIL~AND TESTAMENT OF HENRIETTA McGAVITT I,HENRIETTA McGAVITT,a resident of R.D.#1,Coal Center,west Pike Run Township,Washington county,Pennsylvania, being of sound mind and memory,hereby revoke all wills and codicils,as well as all instruments of a testamentary nature heretofore made by me,and do hereby make,publish and declare this to be my Last Will and Testament in manner and form following: FIRST:I direct that all my just debts,funeral and testamentary expenses shall be paid as soon as conveniently may be after my death. SECOND:I hereby give and bequeath unto my daughter, 1 .1 I THELMA PIGEON,the sum of One Thousand ($1,000.00)Dollars,which is in full satisfaction of any money that I may owe her. THIRD:It is my request that the proceeds of any insurance on ~y.life,wherein I have designated a beneficiary,shall be used by the said beneficiary in payment of my burial expense in my estate. FOURTH:All the rest,residue and remainder of my estate, real,personal or mixed,of whatever nature and wheresoever situa~e,which I may own or have the right to dispose of at the time of my death,I hereby give,devise and bequeath unto KENNETH McGAVITT,MARION HUSTAVA and THELMA PIGEON,in equal proportions,share and share alike,SUbject to a life estate therein hereby reserved for my husban.d,GEORGE McGAVITT,for and during the ter.m of his natural life. Page 1. ,,'.,~ I !. j. '. ·f I I IIi FIFTH:It is my desire that my son,KENNETH McGAVITT, shall have the first option to buy the farm and house which I may own at the time of my death. SIXTH:I hereby nominate,constitute and appoint KENNETH McGAVITT,MARION HUSTAVA and THELMA PIGEON,Co-Executors of this my Last will and Testament. IN WITNESS WHEREOF,I have set my hand and seal to this ,1970. ., -,.<l.A~·~~"~v~w;..:;:;·.;;.o'?~;.l<.~·..::;...~;;:;::'.....I./~>....}...;.!~~,:;y;_i_~C=-.·_1/1...;./_T;_··_(SEAL) my Last Hill and Testament,which consists of two pages,to each I of which I have affixed my signature,this Z &~day of r d II I Signed,sealed,published and declared by HENRIETTA McGAVITT,the above named Testatrix,as and for her Last will and Testament,in the presence of us,who,at her request,and in her presence,and in the presence of each other,have hereunto subscribed our names as witnesses. '-~~~'-~--------------__------'~----,----~-..-------.--------"1 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 1••1ge1.jEFll'ZCTIVE .JANUARY 1.1982.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) I OFFICE OF THE REGISTER OF WILLS County of r?~~h~pg1;:9A . ....~~AI}~:tA .~qq~~~t:t of .ij."p."#,J,.,..GOP-.J..C.~I):t:~l;',..Penna . (NlUlle)(Addreae) .sworn ,-,deviseebemgduly_.__...accordmg to law,deposes and says that he IS the __.__ _ _ _..(Exec.,Adm.,Legatee.EIC.) f h f Henrietta McGavitt ·h 1 'do t e estate 0 •••••••••_._••.•....••••••••••••__._.•.•....._._••.._._""\\ose ast resI ence was _. (No.)(5I1ftl) ~~.I?.~..-~~~~...g~_1!:.:~.~~!l:~~.:!:Pdeceased,and that the whole of the estate of said decedent,who died !I~:m.~...~.QL ...l.9.Z1 (CitY.Borough or Township)(Dale) 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 Estimated Value ALL those two certain adjoining tracts of land situate in West . P1.Ke Run rrownsh1.p,Wash1.ngton county,Pennsylvan1.a,severally bounded and described as follows: TRACT FIRST:BEGINNING at a stone;thence by land of John Carson,South 57°East.77.45 oerches to a stone near a crate"t'hv land of John Fox,South 16~o West,62.6 perches to a stake; thence by land of the said Ellis Allman,North 81~0 West,87.5 perches to stones;thence by land of Jackson Carson,North 25 3/40 East,14 perches and North 23~0 East,83.5 perches to the place of beginning.CONTAINING forty (40)acres and Seventeen (17)perches.strict measure,be the same more or less. TRACT SECOND:BEGINNING at a corner of lands of said Stephen will ;~m~ann lann of .Tohn ('Fox"rnjQn,.,jQ hv ~a in'".,. Williams'land,North 57 0 35'West,19.32 ~erches;thence bylandofJohnCarsonandwife,North 87 0 10 East,17.,05 perches to a point in the public road;thence by the same,South 3°45' West,11.16 perches to the place of beqinninq.CONTAINING Ninety-four (94)perches,be the same more or less. EXCEPTING and R _l\l~.t'1.and t'1.r_all that certain parcel of the above described premises heretofore ~hv 'jQ+-_ta ..'r+-jQ+-,.,nn +-1".P 'n .T .r r, et ux.,dated October 3,1962 and recorded in Deed Book 1138, ~~page 580. EXCEPTING and RESERVING thereout and therefrom.all that certa1.n parcel of the above descr1.bed prem1.ses conta1.n1.ng 0.75 acre of the above premises,heretofore conveyed by Henr1.etta McGav1.tt et con.,to Kenneth McGav1.tt et ux.,dated September 24,1969,and recorded in Deed Book 1306,page 700. SUBJECT to the exceptions,reservations,easements,etc.,as contained or referred to:in prior instruments in the chain , of t1.tle.\ BEING part of the same premises conveyed to Henrietta McGavitt, by deed of Leslie Williams et ux.,et al.,dated October 8,I.B!1935,and recorded in Deed Book 601,paqe 459...A . UPON which is erected a two story frame dwelling,having a value ci"f $4,500.00 •;;J.fs.s.-'... PERSONAL PROPERTY:-.- None. 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.' ! I~'--~'~----'-Jointly Held Property None. -------------------------" l Estimated Value ------------------------------,-----,-------".._~..----+------- ----------------------------------------------+-------- Transfers within TWO YEARS Prior to Death None. 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX None. THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES RELATIONSHIP OF JOINT HOLDERS TO DECEDENT 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 or otherwise,in estate.)are involved,set OR NO,AT DEATH OF IN ESTATE.\forth this fact.)DECEDENT \George M.cGavitt,deceased Husband NO D/D:August 26,1970 . Kenneth McGavitt Son ....Yes 1/3 R.D.#1,Coal Center,Pa.. Marion Hustava Daughter Yes 1/3 R.D.#1,Coal Center,Pa. Thelma Pigeon Daughter Yes 1/3 933 Oakland Ave.,Char1eroi,Pa. . RESIDENT-DE~ENT DEBTS AND DEDUCTIONS CLAIMED NOTE:Lilt first five items in the spaces so provided,observe notations thereon,and instructions. l DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~EGISTERONLY Harold L.Schrock Funeral expenses paid $1,268.50 $ Kenneth McGavitt Family exemption (will not be allowed unless 1,500.POdecedentdiedresidingwithaspouseorchildren.) Administration Expenses • J.D.costa,Esq.Counsel fees •150.~O Fiduciary commission • OTHER DEBTS AND CLAIMS (.)See Note below Maple Creek Cemetery Burial Lot 280.)0 Quinet Monument Co.Memorial 200.)0 ,. Aland c.Dent,M.D.Professional Services 25.)0 u.A.DeRienzo,M.D.Professional Services 49.)0 Gezzer's Pharmacy Merchandise I 29.76 I Total $3,502 26 .:>50l.L 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 or less than the estimated amount claimed and allowed. (Street Number) Coal Center,Pa.15423 ••••••••••••••0 ••••••••••••••••••••••••••••••0 ••••(City or Town and State) ~..~~4~~~(Executor-A~~~r R.D.#1 Subscribed and sworn to before me this ~.~~.J:l . "". - ---AUJust 71............_day of ,19 , ..............&4.~~. 'THERESA MUTO Notary Public,Canton Twp.,Washington Co. ======~M;';Y ~C.';'m=mission Expires S@ptember3.191i Having been duly sworn according to law,I do hereby-certify that the above appraisement is made in conformity with law on this ................c?<~a dayOf ~,19.7/..~'A.()_ .............~~.....~..~ ApprAiser I-n the event that any future interest in this estate is transfelTed 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 TH~~EGISTER 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 -d-e~-~nt~t s to those items where a greater or lesser amount is set fortI)in the last column to the right in said schedule above,which greater or I,sSlr am nt represents the sum allowed as a deduction. Dated:~;?J ~.197.1..RUS.sn~.~.A8INa.........~..(.{~~. •Register of Wills Form No.RCC-62 (6-70),"'"1 i .; WillAdministration INo Year . ~IN THE MATTER OF THE APPRAISEMENT -,,;I 1 .J r , ",.~-/./.. " OF THE '.I"...~..~..."\.~ :f-'\(\.".-~I'~ ESTATE OF HENRIETTA McGAVITT Deceased ~ Late of West Pike Run Township................................................................ County of ..Vf<:t~?~!1gton.......................................... Commonwealth of Pennsylvania REPORT AND APPRAISAL ..::::--r.; o (I)'q" -"""-.JQ..::.::-.J •..---..'-.~0~~~,--:-c.)....: f"'\...l ~:r::::.c .. --.C',; '"C) "..-_.......:.(.:>>~f.c.:.; '.i ,t;'f-.__t r.·.J I :L.(..J c.:' .....:::::::-."'J't"-.....<!.,"')A Ci')::::: _::::JC;~ "-Q::"I.J..J C/)..e::::::rJ.D.costa,Esq. !r !I "' RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of McGAVITT HENRIETTA (Last Name)(First Name)(Initial) DATE OF DEATH 6-30-71 FILE NO.63-71-836 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_W--=Jm==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 item in the last column to the right in Schedules "A","B", "C",and "E". Da~d:September 22,1971 ~~-~ INHERITANCE ~ISE . VALUE AS APPRAISED VALUE AS REAPPRAISED $4 500 00 $-+-_ 997 7499774 SEP 22 1971 fttlSSEtl MARfNa CLEAR VALUE OF ESTATE Dated: 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) 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,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 reater or lesser amount represents the sum allowed as a deduction. Valuation of life estates or COMPUTAnON OF TAXFORUSEOFREGISTERONLY Tax on $---------:::::-==--+-=-T'"2% Tax on $997 7 ® Tax on $5% Tax on $10% Tax on $15% ~~ptiMs * Total Estate I--_ TOTAL TAX $---.....,........IrWr---4.......,.,..,.... $5:::;.;,'9::..-.=U=-~8~6 $-------1--- $-------1--- $-------+-- $----l.__ (*)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 $--__----<L-- Estate tax paid $l- BALANCE DUE $----JL-. Add interest at rate of 6%from t= ------Ito-----$------1' 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 !...No.AdmInIstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF HENRIE'l''l'AM<:QAVITT Deceased Late of ,mST PIKE RUN TWP. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL - ~ _,.,,- 4 ~0 0 0 0- :3 ~0 2 (;6 9 9 7 7 4 ,I.',- '"'.- ,.••••_A·A 0 ••••'-'.'t.,---.--t. "'#41''',:::="',i ',4.....¥-v""'4*t C YF;"~~....~ I I 1 2 6 8 r::::0 1 r::::0 0 0 0- 1 t:::0 0 0...1 2 8 0 0 0 2 0 0 0 0 2 5 0 0~4 9 0 0 2 9 7 (3 3 r::::0 2 ?(3 ",f..-',' ,I.','.'.',' ..........1..........~.'•d......t...eiiI.·ttttrte±'·O'ri••".',_""w ......... ········......·..·....·..·..·..···········~··~4t~~i·~ Fonn·RCC-2 -...S.e..p.t.emb.e.r.....lZ..,.......l.9...7.l.........•COMMONWEALTH OF PENNSYLVANIA DATE D~pARTMENT OF REVENUE RESIDENT INHERITANCE TAX .....w.As..H.nm.T..Q-N......................................BUREAU OF COUNTY COLLECTIONS COUNTY HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO......§}.:..?!.:..~.~.§........................................... Whereas.HENRIETTA McGAVITT 'VEST PIKE RUN TWP....................:......:..........................................................................:...,....,.......................................late of ............................................................................................................... in the County of ....................:.....WASHING.T.QN...........................:..........................................Commonwealth of Pennsylvania,having died on the ..........................................J.9..~.h...................................day of .............~.~.~.~..................................................19..?~..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,MADELINE FINNEY 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 AppraisementDescriptionofAnetMadeforInherltanceValuesTaxPurpoles $ REALTY: SEE COpy ATTACHED TO APPRAISEL 4,500 00 , . form~~v:fhbl:~::7h~sw~..~~~~~~.~...~~::.~a~~e~~~~...~~~.~~~~.~~~.~~.~~~.~..i~...~~~~1~~..7~~ ...........................................w~~Penna. WASHINGTON....................County ,,,('~~,II'~J ~--;;, RESIDENT INHERITANCE TAX APPRAISEMENT Estate of HENRIETTA McGAVITT Deceased. Late of X WEST PIKE RUN TWP. Date of Death,~.:}~:.!~ Appraiselllcilt Docket Vol .3 9".,. Page,/ZZ=.~No §}~.?~.~.~.~§ Filed in Register's Office,~.~P.:t:..~....~.~....._J9...7..1 Amount of tax due $J ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal t,.om Appraisement,-. Entered and charged,.,,.. .,