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HomeMy WebLinkAboutOC1971-0988 - ESTATE OF MCCONAUGHEY~(--~·~--~~~--~~~·~~---- • Form ·~o. RCC-62 (6-70) THIS •FORM. REQUIRED IN ALL ESTATES WITH GROSIO ASSETS•UNDER •10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961,) ·' ' EFl"i!:C'f·JVE JA!ofUARY 1, 1982. (FILE IN DUPUCATE WITH COPY ~OF WILL ATTACHED) . . ' OFFICE OF THE REGISTER OF WILLS County of .. 'YJ:8:9N..Ifg:t_q~ ........... . . . . . ~fP.qiJ.P, .. c •.. GPP.<lr;i.Gl:l ... · ................... of .7.5 .. S.Q\l:t.4. P.tr~.~t~ .. W?~.4ingtpn,. p_q,, ... . ( N arne) ( Addreea) being duly ·------~}i_QriL ___________________ .according to law, deposes and says that he is the ....... J1~:t.h§.:r ... : ............. ·---------------------(Exec., Adm., Legatee, E<e.) of the es;ate of .J1g._:r.g.c~J:~_t ___ Q_, ____ "M~_Q_QP..9JJ.Rh~.Y.: .. whose last residence was .... 75 ___ QQ:Uth .. S.t.r~_e.t _______________________ _ · (No.) (Street) 1'fg._~hi.:ng_t._gP.-_,_ __ p_~_! ________________ deceased, and that the whole of the estate of said decedent, who died ... .I1ID.~.-~8., ... 1.9.21 (City, Borough or Township) (Date) · 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 JOINTLY HELD PROPERTY All that certain lot of round situated in the Fourth \vard of~ , the Cit of Washin ton Count and bounded and described as follows: oint on the North side of South Street at the corner of lot now or formerly of W. G. Potter· thence alon said South Street North 770 · feet to a oint· thence North alo outh Colle e Street feet to a thence South of W.G. Potte-r, South 12° 33' 30" East, 90 feet, to the place of P.e58Qaal..P.a-eperly dated December 1 lan ·n Deed B known a South Street ·Washin I ' Be in emises conve ed to -Ardana c. Goodrich and M her dau ter as ·oint tenants with eed Book dated Washin ton Count lvania on December 20 Deed Book Volume 1143 a e 519. House and lot assessed at $1 655 Estimated Value ( ~ ~a~n~d~v~a~l~u~e~d=-a~t_$~~O~O~O~~of~~~'h~1~·~ch~-~1 ~1~·~s~su~b~·e~c~t~t~o~1=·n~h~e~r~1=·t~an~c~e __ t~a~x~·~~~2,500.00~~ 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 bytne 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. ·' . ' . ~ • Estimated Jointly Held Property . ' Value ·'·· SEE SUPRA "-" ~- . 0 - Transfe1:s ·within TWO YEARS Prior to Death NONE . I : " 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 NONE I . . - I . . 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 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 Ardana c Goodrich· Mother Yes Surviving joint tenant . . I . -· -.. ..:~ ..... ' . ~ ' ' f" RESIDENT, DECF;DENT DEBTS AND DEDUCTIONS CLAIMED NOTE: .;I:;ist first five items in the spaces so provided, observe notations thereon, and instructions • DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~~tEGISTER ONLY Barnhill Funeral Horne Funeral expenses paid $ 1 .. 20<; • 0 b$ /, }._ 0 CJ c;)() Ardana C Goodrich -Mother Family exemption (will not be allowed unless decedent died residing with a spouse or children.) 1' 50C. OD OTHER DEBTS AND CLAIMS 'Dr. T~;ipoli Dr. Lubic Cox's First Federal Savings and Loan Ass'n Administration Expenses • Counsel fees • Fiduciafy commission • (*) See Note below Medical Expenses Medical Expenses Merchandise Mortgage 40 0( t.l-0 tJ7j 35 00 J5" ou 21 96 J-~' 'tjt. 283 17 2-f ~ 1/ Washington Hospital Hospitalization during last illness 168 60 ltY (p () Mellon National Bank Loan 1,100 00 // I ~rV . /1...0_ ' I Total 4 ~ '1? 1? ~ 1/., J S71 ~ 3 Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater or less than the,estimated amount claimed and allowed. --~ar.J·:-va .... L.h,eii .. · ( Executor-Admtmstrator) S 'bed d ...-----~'b. f h' /..l-t:£ . ubscn an sworn-to e ore met ts ...... , ... , .......... . .:,: ~ ':-:A~ ' -•' _;, -?--§ . /l. ~ '71 ............ ,., ...... ~ •.. ,,dayof .~ .......... ,19 ... . : -g·::-~~""": . -..... . . . . . .......... ,:"' ... ·: ................................. . ' ) : -· I .l ~ ~ 4. •'--., :~ NOTARY Pu3uc;<\'.WA'SHINGTCN, WASHINGTC'N CO. MY CO~MISSIOI'f'·EXPIRES JUNE 30 1975. . ... 7.5. .S.outh .. Str~e.t ..................... . · (Street Number) Washington, Pennsylvania (City or Town and State) ~aving been duly sworn according to law, I do hereby ce~ynthat )the above appraisement is made in confot·mity with law on this ................... ~.d ........ day of ....... __ (J)..~n-............... , t9~.k::::x _ ~ ·u..- .. 'Jt::/~A ... ?(:.t?.O~ ........... -.p.:..~···· I-n the event that any future intet·est in this estate is tt·ansfen-ed in possession or enjoyment to· collateraJ heirs of the decedent after the expiration of any estate for life o1· 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. r~ ·~: ! !i • j [ .. ~/ f f, ,. r ~ II ., ,, !\ ~ r: r ' • t \ I. i ~ r ~ ~:> t i: li r; r~ r I ~ r. ~ < • i r .. r ~ ! ·~ ! r ! ! I ! t I ~- ! ! t l Form No. RCC-62 (6-70) Will l . . Administration iN~. ·-.. -·.; ... Year ..... IN THE MATTER .OF THE APPRAISEMENT OF THE ESTATE OF .. :t-1P-.:r:gp.x~:t .. G-..... l':fs::PQJ;l~-q.gp_~y ...... . Deceased L~te of .. WaS[.tington,. P.a •........... County-of ..... Wa.sting·t.Qn .. · ......... . ..... ·· Commonwealth.. of Pennsylvania --··-;"'i ·~ ~ ,. :t> ;:;; ;o . -~:.;-..... (l) 0 <::: :::J::;J. 2-: {J'"; ~l? .~=~ ~ REPORT--AND APPRAISAL • .:,--:'1 f'Tl ;,'~ . -l l ~ ~ .::''J ~ -;,_-:~-> it';...--~ ._, ~ ,_1! :.2: ::'"") .7·''" .... '1 -ll-::C• "" <:-:> --·-2'~ ;:::> :!:: ;r.:; <a r-=;; --o r-"""'-~(/)0 ::::r. C::::> '"'-' =· ·,·:/·. August L. Sismondo, Esq. WASHINGTON GREENE LEGAL AID S,PCfi:TY. 29 WEST CHERRY AVENUE "· WASHINGTON, PENNSYLVf'NIA .15301 ·r \ ~ '\,4~ I 'i f ',] ~. '(' ·: ·! ~· e J ·~-~: i -~. ~-----;, '[ ~<r.~ · ~-" r " ~ ." ? (') o I '\J. ·t \ I '1f"o , •' ~ ~:. 0 ~--";: • .• : .~: ••• : •• <-~~->.~ '•,.., r, ¥' \f ~· .. ,,• . '/ ,+' :,., • -,, '" :',•lirf.l?-PH'' ., ·l \ ". :,-" .·, ¥ i ·l· ' ·'· __ ;, ( i, d I /, RCC-81 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT ARDANA C. GOODRICH (Executor or Administrator) In Re: Estate of . MARGARET G. MeCONAUGHEY IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division WASHIN@['mN: County -File N8.3~:-_7_1-_9_8!...,'~------ Dear Mrs .• GoodricJJt: You are here by notified that the----7o~r~i=c"fi.:=,in:::.:. =aJ.=--=--=---=---,----.----------- appraisement in· the estate of Margaret G. McConaughey has been filed in the office of the Regi"st~r of Wills of_W._,_,a~s~·hin...,'~gt~'on~------- County on October 8, " , 19 71 ,'. 'Said appraisement reflects the following valuations: . . ' .} ~ ' . . . . . Real Estate 2,,500o00 Personal Property ___ ___.:. _______ _ Transfers _______________ _ Jointly Owned __ -·_·_·_··_· ________ _ Total 2~500~00 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_O_c_t_o_be_r __ ·8~1~l~97~1~-------Signed ~d\i)&J~ • ..,~ J-~--· "--•-•··-•~.,, _ ..... ___.~• ;--·•-w ~ " Tit 1 e ___ D_o_nwu_·_·...:.c_D_eMar-=:...:i::..:a::.!!,:._. -=-li::!:pL:p.::..rr:::a=is=-e=.:r=--- 1 DATE OF DEATH: June 18, 197lL ESTATE INSOLVEl\JT. . . Note: This is not a bill. j j /· ·-' .. .. 1 • "-~ .00 T .00 T 2~s o o .o o 413 57 .7 3 - ;..· ·····. rv r.' i I- .. . :· . .. : ' . I • . I •. 0 0 T L 2 0 9 .0 0 LSOO.OO 4 0.00 3 5.00 2 1 .96 283.17 1 6 8.60 L 1 0 0.0 0 · 41 3 57 .7 3 T . . ' .• t ... --·:"A-~~ -~-~,-~-~;;-v-·11..,..._...__, ·-·· . ~ ~ - r· RCC-39 (5-68) ~ iCOMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of M(:Donaughey.,_ Margaret (1~ .. DATE OF DEATH 6-18-71 FILE NO. 63-71-9SS (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_,____:W.:.:AS=.:HIN:.;=~G::.:T=-O=iN~-----­ 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: --=OC~T~O::.:B::ER:::......:S~,l....-.:!:lcL97.L!l!:.__ __ I. , ~~~~w INHERITANCE TAXAPPRAIE~ REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for '\if~HINGTON County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, o;;,e~;.p.~...i:!.l!_t 10 those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", sser amount represents the sum allowed as a deduction. Dated: OCT 12 1971 RUSSELL MARINQ • 1 INVENTORY Real Property (Schedule A) Persmial Property (Schedule B) Transfers (Schedule C) ~ ALUE AS ~PO~~ED 2~ 0, Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) .... 2.500· 00 L.. 357. 73 .· VALUE AS APPRAISED $ 2 '100.00 ·2,500·00 4,357.:[~ CLEAR VALUE OF ESTATE ·ESTATE INSOL ~-I Valuation of life estates or annuities .... ·. . . . . . . . . . . . . . . $-------+-- ESTATE TAX ASSESSMENTS $ _____ .J___ FOR USE OF REGISTER ONLY Taxon$ ________ ~-- Tax on $ --------~-­ Tax on $----------1-- Taxon $ ________ ~-- Taxon$ ________ ~--- COMPUTATION OF TAX ~ $ $ 0 $ 10% $ 15% $ VALUE AS REAPPRAISED $ ______ ~-- Exemptions========!== Total Estate ___________ __._ __ TOTAL TAX • $ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $========1== BALANCE $---------+-- Less 5% of tax if paid within 3 months after death $=====~== Add interest at rate of 6% from ------to ----- AMOUNT OF ESTATE TAX ASSESSED $----------+-- Estate tax paid $_· _____ ......_ __ BALANCE DUE $-----~--- Add interest at rate of 6% from -------IJO----------$------........t-- TOTAL TAX BALANCE $ ------+--- PAID $---------~--- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. ,- .. Will Administratio'n t No. IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF ___________ ---~SCi:t'_~t, ___ CZ_• ___ ~_Cq()!l(;I.\:1~~~Y. __ Deceased .. Late of_ __ Was.hington _______ ... ___ . ___ .. ____ .. _. ________ _ County of _____ Washington ··························· Commonwealth of Pennsylvania REPORT AND APPRAISAL '} :~ ,I I' ' -" .~ J> I• .:: < ~ _I Form RCC-2 DEPARTMENT OF REVENUE ,'4 llUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT ·'.~ , ... \"""'·' ...... .. :-.... ,.. ,_,. ,.. • ' ,...a \\. ••"II' .. DATE ............... .9.?.~.~?..~: ...... ?.!. ...... ±.?.?.~ ..................... . COUNTY . .Y!~~~~~f¥._~~-················································ FILE NO •........ 6.3~.71.~.9$..8. ......................... :.. ................... . Whereas, .................................. ~rg~.:r..~.t. .... G-.t~ ... :.M.g.Q_c;m .. ~~A~Y. .................................. late of ...... W.~l?..~t.9..P. ................................................................... .. in the County of ........................... ~~~.!?:~~~ ........................................................................... Commonwealth of Pennsylvania, having died on ,.. the ................................ ~.~~ .................................................. day of .... ~~~ .............................................................. 19 ..... ?..~. seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ....................................... ~Q~ .... !¥.P. ......................................................... , 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 Ufe 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. Description of Asset REAL ESTATE See Copy kttached to Appraisement ESTATE INSOLVENT ; ' ' I ( ' Unit Values $ Appraisement Made for Inheritance Tax Purpotea 2,500 00 .................................................................................................................................................................... (!Cumber and Street) ........................................................................................................................................ , Penna. (Post Ofllee) ! ........................ WASHINGTON, ..... County ~- RESIDENT INHERITANCE TAX APPRAISEMENT ~te of MARGARET G. McCONAU(lHEY" ···············!····························· Deceased. Late of WASHING'IDN Date of Death, .... ~.l,JAE:l .... +.f3.-~. ... J9.1+. ................................. . Appraisemei!t Docket Vol. .. ... J... j"' Pa e 3 -tJ:.. ', .. ~ .... ~ .... ~~ ................. .. g , d./.... ............. ............... A o. .. ........ .?. .... 7 ........ 9..?.?. ...... . Filed in Register's Office, ......................................... 19 ........... . Amount of tax due, $ ............................................... : .................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement; Entered and charged,· ·' d 'l •' .. • •' • .I !