HomeMy WebLinkAboutOC1971-0888 - ESTATE OF HOLZIPFELRCC-Bl (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
HELEN BELLE HILLER INFORNANT
~)
In Re:Estate of FRANK HOLZAPFEL
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
/
WASHINGTON County -File No._6.:::....3-.-:7"-=l=--;;:....:88=8:....-----
Dear·Mrs.Miller,
You are hereby Iloti fi ed that the ---'o,ar.....i-efP-.....•....n..aJ.&.--_
appraisement in the estate of FRANK HOLZAPFEL
has been fj led in the office of the Register of Wi lis of WASHINGTON
County on November 30 ,19-+1-,Said appraisement reflects the following
valuations:
Real Estate _
Personal Property _
Transfers _
J 0 int Iy Own ed __-'1""-3~;w9'+'1!W-6..,.'1H'1'------
Tota I --"!::llo<!..3,--"9~7~6~.7J_7 _
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 __N_ov_e_m_b_e_r---:3::...0-',~1~9..:--7=.1 _
DATE OF DEATH:June 28,1971
Note:This is not a bi II.
Signed _-=U=--.::.MAD=EL=INE=--=F--",I=NNEY~,--__--
Title APPRAISER I
Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF WASHINGTON
IMPORTANT:This return must be 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 Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF }AFFIDAVIT OF__EM:~=~:~r~~~~!:~:~=------:::7T~TOR
Late of y.~g...........................................County
State of P..~nn$.yJyc.l.n:i.'3.:}ss:
County of Wc.l.$higgt.9P:..
o
Administrator
HELEN BELLE MILLER...........................
of the estate of the above-named decedent being duly sworn,depose and say
Informant........................~
Decedent died .............................J'1J..p.&
(Month)
................2.8 ,19..7..1..1 testate leaving a last will,copy of which is hereto attached.}
(lillY)(Yt:ar)Lintestate
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
Jc.l.yW.T..rQutman............ .
316WashingtonTrusLBuildirig ..
Washington"Pennsylvania
That as such J:g.f.Qr..m.9.-D:t..deponent is familiar with the affairs of said estate and the property con-
(Exl!"utor·Arlministrator).
Rtituting the assets thereof and their fair market value.
That at the time of death there was no 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 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
That the contents of said safe deposit box or boxes are itemized under Schedules of this---return,with the exception of the follOWing,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth fullv and in detail all the
real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It
also sets forth the mortgage encumbr~nces upon each parcel of real property at the date of death,giVing
the amount still due at death,name of 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 said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached 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's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death
in all other cases;call bonds,postal saVings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designated as tax free,of the United States,or any state,or political subdivision thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carr.iages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated
market value thereof;all bonds and mortgages held by decedent and of all claims due and OWing decedent
dt 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 moneys 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 at 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.Therl~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,orjointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the will,.deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
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,andthe 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 b~rial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing ami 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","en,"E",and "F"as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this Li..
..............................................day of A.ugJJ.s.L 19.7..1....
···.Lt.~·2;l6t~~··
My Commission Expires:Feb.51 1975
Washingtonl Washington County,Pa.
...~~e.~~..~J..<:.~£~~f..~d .
(EucutoT..Ad~inistTa.to1:)Helen ~el1e MI erl lnf6rmant
.....~..J.~.§;s..u.t.mQ.r..~.,Y..~.A .
(Street Number)
....:pt.tt§p.:!-rr.,gl::h P.9.:~lQ.?..+..9..
(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.
RCC-34 (1-64).•
COMMONWEALTH OF PENNSYLVANIA
DEPARTM':iNT OF REVENU'E
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 liE".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\
'descrlbed by lot and block number,street and street number,together with 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 encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this spoce)to be listed on Schedule "F"and must not be deducted from this schedule.
NONE.
Insert thi s total opposi te "real property"I Schedule "A"in the X X X X X
liAs Reported"column on the last page of this return.
000.00
.COMMO~WEALTH 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".Intangible 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,;;It.C.)
Intangible personal property,such as bonds,treasu·,·y certificates,cash on hand and in bank,
stocks,mortgages,notes,together with accrued interest or cl.lvlflf"nds,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership int.erests,interest in anyundistributed
estate of 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 MARKEr VALpE (Do not write in
this space)
NONE.
Insert this total opposite "Personal Property",Schedule "B"in X X 000.00
the "As Reported"column on the last page of this return.
Rcc-36
•COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "c"
TRANSFERS
(1)Did decedent,within two years of death,make any transfer of any material part uf his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)NO.
(2)Did decedent,wi thin 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 maldng the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of propert:;{without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enj oyment at or after his death?
(Answer yes or no)No.
(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 the property transferred?
(Answer yes or no)No.
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)No.
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or 0 thers -:-_
(7)Did decedent in his lifetime make a transfer,the consideration for which was _t.ransferee's promise to
pay income to or for the benefit of care of transferor?(Answer.yes or no)l~o.
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserven power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)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 SUPpoT'terl 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
NONE.
DESCRIPTION MARKET VALVE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
000.00
ReC-,38-
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRrCTIOt\S: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.
Description of Property,Date of Acquisition,Name I unit
Address and Relationship of Co-Owners,and Place Value
of Record of Instrument,where Rea!Estate.I
Savings Account for $9785.22 in joint names
of decedent and daughter,Helen B.Miller,
in First Federal Savings &Loan of Monessen.
Account opened June 25,1970 and full amou t
reported.
Certificate of Deposit for $8381.10 in joint
names of decedent and daughter I::Ielen B.
Miller in Union National Bank,Bentleyville,
Pa.Account opened July 17,1967 and one-
half of amount reported for tax purposes.
percentage Estate
Share Valuation
J~OK3774191.55
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
Insert
in the
this total opposite "Jointly Owned Property"(,S~hedule"E"13,976.177
"As Reported"column on the last page of this return.
\Y\
\./,"-I
J
RCC-37 ("12-63)"
COMl\WNWEALTH OF PENNSYYLANIA
TRANSEER INHERITANCE TAX
RESmENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFstatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forttl this fact.)OR NO BIRTH
Helen Bel1eMiller Daughter Yes Sui Juris All
1126 Biltmore Ave.
Pittsburgh,Pa.15216
(
h
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
:F:RANKL•.I:IQLZAPFEL ..
Deceased
():l:...j ...-.j '"C ::0...,:0 ~(1)(1)0 ...,e:..Vl .......::s Vl
Vl :::s Vl 0
...-.j .c-+......::s '"C:t--'(1)e:.....,
1lO ~~0>:'01lO:0 '"C (1)
C'"...,...,
~::::ii 0 ~:::s '0(1)t%j :CD ...,
Vl :0..r+-'<1lO '"0-(1):'1
:0>-0:CD
:'1.c-+~
(Executor-Administrator
must complete "As
Reported"column #1.)
Year .
Dl'THE
(No.Will
Administration
Late of ...Bentleyville ..
Commonwealth of Pennsylvania
County ofWC3,shington en
:...-.-:c::W :~:n
:::r':~:>
=-::0--t-<:t::l W en ennn.-::T'?"?":.....:::.
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:~0\0 0 o.g .-
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G:.:r 1 f ~-/~..-C-•..-'::c:C)-.,C)
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?>cn CJ
REPORT AND APPRAISAL~~--..~
c."'::r-".:0
J G)C"::r:--\'~~(
f:':.)
~-
~~.~~--~
Jay W.Troutman,Attorney
..........
--J~:
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Form RCC·lO "DEDUCTIONS ALLOWED IN /',.~t )t.l..~OFFICE OF THE STATEMENT OF DEBTS THE SUM OF ............$.......................................
REGISTER OF WILLS AND DEDUCTIONS 1iWl 30 1971 RUSSELL MARINO
Washington DA (~........,..OF COUNTY
AND AGENT OF THE COMMONWiiALTH W~JJ"f7D ~%
~l(~~lJ~I(~frf t Register of Wills,Age~t
ESTATE OF FRANK L.HOLiAPFEL Bentleyville.:1 PatL.ATE OF Washington County.
DATE OF FILING APPRAISEMENT Aug.18,1971 DATi OF DEATH June 28,1971
DATE NO.OF NAMIL OF PAYEE REMARKS AMOUNTVOUCHS;"
July 1971 Thompson Funeral Home Funeral Services 1309 00
(Paid ~decedentl,~daughter,
Helen elle Miller
Aup".971 .,Jav W.Troutman Lep"al Services 250 00
Aup".971 Register of Wills Filinp"Tax Return ~nn
,
I
-'.
TOTAL 1562 00
COMMONWEALTH OF PENNSYLVANIA
}S.:COUNTY OF Washington
'.Helen Belle Miller HEREBY CERTIFY.THAT.TO THE BEeT OF
II\4Y KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRUE srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENIIU OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Frank L.Holzapfel,DECu.eED,All DEDUCTIONS POR
INHERITANCE TAX PURPOSES.r/).k vdc /)~lj ~--le--;..J ,l-LC-/ZL .<1 (L,5.1
SWORN AND SUBSCRIBED BEFORE ME THIS 18 DAY OP'Helen Belle IVhller
August 18 --D.-
fl.£aa <''im b~bTI...L"YK_d.No ary u lC
My Commission Expires:Feb.5,1975
Washington,Washington County,Pa.
r
lJ r>C/l
~
RCC-39.(,.5-68)
I
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of HOLZAPFEL FRANK
(Last Name)(First Name)
L.
(Initial)
DATE OF DEATH 6-28-71 FILE NO.63-71-888
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",and "E".
Dated:November 30,1971 ~<~~~'~=":""::""'~~·f------,A~"Jn.
INHERITANCE TAX APPRAiSER 7T ~
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",'ter or lesser amount represents the sum
allowed as a deduction.
Dated:NOV 30 1971 RUSSELL MARINO'
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
VALUE AS REPORTED VALUE AS APPRAISED
$$,--------l--
VALUE AS REAPPRAISED
$I~r
~)J -9 .~0
25J.::3
3.CO
~C""",,""r!
_ J )U .....'_'"I
Valuation of life estates or
1)5 S 2.00 -
~.--,....r-"'l j
" '").L ....
•:j I ..55
"I :*j -::.77 5
,7,':1 :~.7 -:5
1 :.':.:;.7 7 T
(*)As evidenced by Charitable
Exemption Certificates issue~
by the Secretary of Revenue.
.tJ U I
COMPUTATION OF TAX
$--1.__
$---------+--
$'7/./:Q'2 'OD IN ~ULL
$---------+--
$-------~-
$---------+--
::::::::::::::t===,
TOTAL TAX BALANCE :--------l~
PAID $....JL
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $--..J
AMOUNT OF ESTATE TAX ASSESSED $------..1L-
Estate tax paid $--..JL-I
BALANCE DUE $L-
Add interest at rate of 6%from
-----Ito-----
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
TOTAL TAX
FOR USE OF REGISTER ONLY
Tax on $-4-__2%
Tax on $12.LJ..1J.77 @
Tax on $5%
Thxoo$1~
Tuoo$1~
Exemptions *
Total Estate ---'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..(No.
Admimstration ~
IN THE
Year
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
..F'ItA1'J:K L.HOLZAPFEL
Deceased
Late of .....BENTLEYV~..
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,(
.~
Fonn RCC-2
DEPARTMENT OF REVENUE
BUitEAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17 127
·..
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~.<:?Y.~~1?~F }.9..~~.??.~..
COUNTY ~A~.~~~~~.~~~.
FILE NO...§?:.7..~:.??.?., .
Whereas,f.~.~~.~~9.J...~~.~f.~late of BENTLEYVILLE .
in the County of WASHINGTON Commonwealth of Pennsylvania,having died on
the ?$t.h day of ~:u.:J.l.~...............................................19 ?~seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore I MADE.LINE EINNEY 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.
Unit AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpolea
$
JT.HELD:
SEE COpy OF SCHEDUIE "E"ATTACHED TO APPRAISEMENT 13,976 77
form~;v~~hbl::::l:h~w<>rn~~to~~.~:;o~e~:~ce~~~e~
Ap Rlaer
..................................................................................................................................................................
0~),Penna.
(P.Ofllee)
...........WA$tIJ.NGTON .County.
L
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.f.MN.K.:..~....H.O~~AP.f.~.
Deceased.
Late of
.......BEN'l'LEyVILLE..
Date of Death,6~Z.8~7.1...
Appraisemeilt Docket Vol.,J...l ..
Page,d.r?~=.9..No.q3..~Tl:::::.$$.$..
Filed in Register's OfJice,NQy.".3Q J9 7~.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abarlt Appraisement,..
Appeal f,.om Appraisement,..
Entered and charged,..
I'
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....
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