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HomeMy WebLinkAboutOC1971-0968 - ESTATE OF CULLEYOFFICE OF THE REGISTER OF WILLS e;;::; 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.) EFFECTIVE .JANUARY 1.1962.(FILE IN DUPLICATE WITH COpy OF WILL ATTACHED) 03'-7/--960 County of ~~!J.~~.6i?~~. ....:..~~~~.~~.~~~.~1.,:of,.~~~.~.'!~J'..~Y:e.~!.~~,'f:A~~,.lv.l)tA "(Name)..''. . .(Addrelll).'..·swom·...''.\........•'•.'.':'8.."8aecuttb . . .bemg duly .accordmg to law,.deposes and says that he IS the __------..-..-.---------.--..-.----..---------~--------_. .'..'.. . ...... ,.',.,'..''.. .(Exec:,Adm.,Legare."EtC.). of the eSt~te of ~~~~__~!~!~~l_,_·w~os~la~t 'resldence was __~c~~~__~~~-~~!-~~~--~~~:---------_- ..." .(No.)'.'.(St=t). H1t1Way DorOUSh'"'.'d'.·d.·d"h .h'.."'h"1";'f''h"','.'f ·'d.'d''d'."."'h",'d",:d'11-28-1970-------------C-"---------------·---c--:.-".---------.ecease,an .t at t e woe 0.-,t e estate 0 sal eee em,w 0 Ie _ (City,Borough or TownsRlp). ". ",'.\ , : "i ",(Date) consiste'd of: ,.,~::'\' ,j ,j.,', ,' REAL PROPERTY ',;,; ,'.'.1 ~. REAL PROPERTY IN PENNSYLVANIA,WITH STATE:MENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE pROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTtRETIES.GIVE'NAMES,ADDRESSES AND RELATIONSHIP'OF OTHER OWNERS...",I 'I I· Real Estate ,'I I ",;' Estimated Value ,, . I .:~\'.',' .',",! . .. " Personal Property f I<),"~L~..fJ 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 8igned 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 Jointly Held Property Transfers within TWO YEARS Prior to Death J Estimated 'Value .L '"1 -{..~ 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 L.ul~ - 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 ai:ldresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an.in~rest,vested,contingent or otherwise,in estate.)are involved,set OR NO,AT DEATH OF IN ESTATE forth this fact.)DECEDENT Hs:S.llffle H.Colle, 42.3 t~xtb tvenuc Hldway,PQ1Xlsylvanle 15060 . I , RESIDEN-T DECE;DENT DEBTS AND DEDUCTIONS CLAIMED NQ'rt:List first five items in the spaces so provided,observe notations thereon,and instructions. r----=D:..:E=.:B::..:T=__=o:..::R:...-=C.:;;L=:=A..:..:IM=-_=-_--r_-'--..:..:N~A:.:T__=U:..::R.:..:E=__=O...::.F____=:SA:.:.M=E'-------.---=..A=M..:..:O=-U=-N:..:.-=,T_-mTHIS COLUMN,Puneral .ttEGISTER ONLYneuet?revUle,B1l"ector Funeral expenses paid $1.800 00 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * I 100 00 OTHER DEBTS AND CLAIMS FiduciarY commission * Colum'blaGa8 Compeny ,Hldway ,Mutual Telephone C< ,West ,eilD.Powet:,Cptnp!Uly .Forest Garden Cemt)tel'y' Bussell,_100"tleg. Russell **'400.les_P.,II.·.We1r:",Ni)t01!y " (*)See Not~below Final,8111 1110818111 final Bill'V~lt ,and.Hacker F11LtlS Petition '11.»8 RCC..62 Fom Notary tee. Total 32 18 12 327 8 3 3 ............... 00 00 ~O1S 00 PO ~ 17,...r- Note:The est~te agrees to advise the,Register of Wills if the amount actually paid in settlement of an.y fee,c;ommission,or,.debt is greater or less than the estimated amount daimed and'allowed.....,I '..SU~'i"'"a~d"fo.:"to"'fo"m.<hi,, . .... . ..~rf}!J:..:;,.f;$;!l:f%,.··. ..tf:(.~..'day o~A.tt8llst~~;~:~~~'.~;~~;;,uau'..~2.!l1o.~~i~!;":::~i;~i . ..~~~c'Y...'~~~~~;~:.;:,';;.~~N;~~~~~;;:...~~~..t.1;\1lJlS.r.l~~~,~O . Member,PennsylvaniaAssociationof Notaries (City or Town and State) Having been duly swom according to law,I do !!.ereby.certity that the above appraisement is made in conformity with la~on this ,'t /\n ••n_..L-~",~"""r .........~day of .·······,········.·············ffii,.·:.···,·'.·b.:'19:•.1···.W '.~, .....'.l.r~..~.~....~....tA--:.~,'I AppraIser In the event th~t any future intel'est in this estate is tl'ansfened in possession or enjoyment to collateraJ 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 T~~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 claimed by deponent(1excepu e items where a greater or lesser amount is set fortll ~~l;t Coy)?,~~~es~~~t~~m~~,cheduleabove,which greater or lesser mo nt repre nts the sum allowed as a deduction. Dated:.........................•.......;.............·.~.t M.~--;-;.... •.-. . . -~Register of Wills.e.. / ~ Form No.RCC-62 (6-70) WillAdministration INo Year . ., IN THE MATTER OF THE APPRAISEMENT , I '.,r, OF THE ESTATE OF ...GEORGE ..G•..CULLEY . Deceased Late of .Midway..Bor.Qugh . County of .W~.~b.j.p.gt:o.n . " "-0 :".:}:o -,.-o ..:-~;.J --......,::~1'~iT]:::uen0.::::::(."'}~._._ REPOR~~~D AP~nAISAL .~,~;~:i ~~f~~~-'i -I ""T-',.......,6 ::!--i..,:':;:.z c._ Commonwealth of Pennsylvania... --.J J~ewlT,:c.Rai..ston lttt:-or'fiey at::>Law McDonald,""'l>a. ;"-*"., 'r"-.:.."iF;?;,-.;",.~'. RCC-81 (2.-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT EFFIE M.CULLEY IN YOUR REPLY PLEA8E REFER TO j In Re:Estate of__G_E_O_R_G_E_C,;-U_L...;.L.....E...:.Y=--_ ___~W..:.::A::::S~H=I:J.NG~T~ONu--County - FHe No.63-71-968 Dear Mrs.Culley, You are hereby notified that the ~o~r~i~g~i~n~a~l__------------- appraisement in the estate of GEORGE CIILEY has been filed in the office of the Register of Wills qf WASHINGTON County on .October 7 ,19ll.Said appraisement reflects the following valuations: Re alEst ate ::--~~--------- Personal Property ~3~,~7~9~5~.~0~0~----- Transfer s -=-----:~-------- Tota1 .,....;3"'Y-,.....7......9~5u.......O.uO"'--_ 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. October 7,1971Date _ DATE OF DEATH:November 28,1970 Note:This is not a bill. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Es tate of CULLEY GEORGE (Last Name)(First Name)(Initial) DATE OF DEATH 11-28-7Q FILE NO.63-71-968 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGT ON 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". Dawd:October 7,1971 ~¢j(~~~. INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for ''iPS HINGTON 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"lC grea r lesser amount represents the sum allowed as a deduction. Dated:_O_CT_7_19_7_1=RU=SS=-.E_LL--.M_Ak_'IN_O --l---l~~J(...L(~u.....<.~~. EGISTER OF WILLS TE INSOLVENT $ 3.795 00 3.795 00 3 805 7.&\ ESTA 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 FOR USE OF REGISTER ONLY Tax on $---------t---2% Tax on $@:) Tax on $5% Tax on $10% Tax on $15% Exemptions * Total Estate l--_ TOTAL TAX COMPUTATION OF TAX $--_----4-- $--------+-- $--------1-- $-------l--- $--------1-- $---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 $----J AMOUNT OF ESTATE TAX ASSESSED $----~I- Estate tax paid $-...IL- BALANCE DUE $----------...I~ Add interest at rate of 6%from t= ------I:to-----$-------1 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..Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF GEORGE CULLEY Deceased Late of . County of MImvAY 1vASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL Fonn RCC-2 ~..COMMONWEALTH OF PENNSYLVANIA DATE .....QG..t..Q.b..~.r.......7..,........l.9..7.l.................. 'DEPAR'JlMENT OF REVENUE RESIDENT INHERITANCE TAX J'l.AS.HING..T.QN..........................................BUREAU OF COUNTY COLLECTIONS COUNTY HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•.§}.:..?!..:..~.?.~................................................ Whereas.............................GEORGK...C.lJ.LLE.Y.........................:..:.:............:.......................late of ..............MJ.P.WAY........................................................................ in the County of .......:........................J\TAS.HIN.G.T.ON.......................~.............:............:.........Commonwealth of Pennsylvania.having died on the ................................?..~~.h ...............................................day of ..................~~.y..~.~?.~E ...........................19...7.9.•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 Appraisement Description of Asset Values Made for Inheritance Tax Purpoles $ PERSONAL: SEE COpy ATTACHED TO APPRAISEMENT 3 795 00 ESTATE INSOLVENT I , - form~;V:;:fh~~::fh~w~lla~~:;o~~:~=7~~~...;~e~ Appraiser......................................................................:f.....................................................................................·..·......·......··......·....·..............w..r;;;:;p~·:i~...........................Penna. I WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of G~QRG.~C.V.t.t.EY. Deceased. Late of MIDWAY ~;;a;:el~:~:Jz~~;~;;l;·~~~80.~'···I······:··············.,. Page,c:gl:{.=..~No ?~:..?..!.:.~.~.~ Filed in Register's 0 jJi.ce,..Qc..t..•....7.......19 ...71 Amount of tax due,~. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal j"om Appraisement,. Entered and charged,. 379500 380575 ""'F"~1("""';".!,,<,"'.....4 ....~·.....,........',....,........F.,...-•.........,...........,...""",-,....;__.........-_ 1 8 0 0 0 0 1 5 0 0 0 0 1 0 0 0 0 :3 2 0 0 1 8 0 0 1 2 0 0 :3 2 7 7 5 8 0 0 ~0 0.-J ~*''ch :3 0 0 8 0 :3 7 5 ,t.'" ,t•....... ~·••d .....+.".n,-;".•A _.J