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HomeMy WebLinkAboutOC1971-1036 - ESTATE OF MCGINTY.·-. . .. RCC·IOS (2·64) / COMMONW-EA'~fH OF PENNSYLVANIA DEPARTMEI'jT OF REVENUE · BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR IN SOL VENT ESTATES ONLY OF R,ESIDENT DECEDENTS ·couNTY oF __ Wa_s_h_,_· n_,g._t..,...o_n __ _ This return must be c·ompleted In detail end flied In duplfcote,. with the Reglste~ of Wills In the County .where the decedent resided within one year after dote of death, unless an extension Is granted ;~Y t~? ;i.ecr~tal");;-of f\ev.e';lu.~-.. ..,, ·:r.•, r• ·""' Will Admn.· N~----19 __ 1, Joseph L. Hoffma...--nn Misc. (Name) ''" ':•~2 4'2 'We s t M a i n· S t r e e t of M o n o n g a h e 1 a , P a . 1 50 6 3. (Address) being duly sworn according to law, deposes and says that he is the __ ...._I.l.lnufwo.Lruum~a..J.nLt~o.....:--:---:-----:---------­(Exec., Adm., Legatee, etc,) of the estate of __ M_I_C_H_A_E_L_M_c-;G-'-J_N_T_Y__::_, _______ late of N ew-E a g 1 e • Penns y 1 van i a . . . . (City, Bor(lugh, or Township) deceased, and that the whole of the estate of sQid decedent, wh.o died on September 8, 1958, · (Date) )'\ · consisted of the assets list.ed below and that allowable debts and deductions exceeded the fair mal-fee~ value of the assets and . . • ~ r;' no Pennsylvania Transfer Inheritance Tax is due. Informant Type of -Asset: Real Estate, Pers. Property, Jointly Held Prop .. or Transfers Real Estate . ASSETS (Attach additional sheets if necessary) Description of Asset ' .Net proceeds of ~ale to Andrew Z. Z~letski e t u x . , of Lot No . 41 , Hop k i n s :p 1 an , New _E a g 1 e , Wash i n g ton County , ~penns y 1 van i a , being an undivided one-fourth Of one-half, . or one-eighth interest, after deducting expenses of sale, expenses and inheritance ·tax due on Estate of Ancestor, Thoma~ M. McGinty, viz:. Expenses of sale -$673.00; expe~ses of decedent -$1344.99; inheritan tax-$322.78: l/4 of net-proceeds of $1818.52 TOTALS REPORT OF INHERITANCE TAX APPRAISER (Title) Estifii"atel Marke't Value e f(. ,;,.L. (}t .$379.91 379.91 Depa.rtment. Valuation CAU·TION: (Do not writ.e in this space) '. .3 -let-r 1 I, the undersigne,~ duly appointed lnhe.ritcince _Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in·the foregoing schedule at the values set forth opposite each item in _the las.t column. to the right. \ Dated: Inheritance Tax Appraiser Name of Payee Russell Marino Betty E. Wenzel Joseph L. Hoffmann L. M. Frye Kurtz Monument DEBTS AND DEDUCTIONS Nature of Claim Filing return Notary fees · Tax settlement Funeral expenses Grave rna rker ... ~ ~-' • •lj' . . . ' . . ' ... ~ TOTALS Amount Claimed 3.00 1. 50 35.00 1541.00 150.00 1730.50 Amount Approved by Register REPORT OF THE REGISTER OF WILLS .) I, the undersigned·duly elected Register of Wills in and for the above County, do ctfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed, except ~ere I ha set forth a greater or lesser amount in the last column to the right, which greater or lesser amount represents the su allowe as a deduction. Date of Approval: OCT 2 0 1971 RUSSELL MARINO ~~ ... . ~ i" ' ,, ,T i ) ' T CWill } Administration No. Year __ IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF MICHAEL McGINTY,· Deceased \ ..... ' t t. It \·-: Late of The Borough c of New E a g 1 e Count.y of W a s h i n g to n: ~.-.: :·-:·; -~· c --..J cc ' C~mmonW:~I~ o:f:JPcennsY.ivacni~ (f) c.J ~-: . ~ . ., . ==~~ u; ::';~ _·· ~-:: : -~ -- -:'.1'~~~ ...••• -.,..~ REPORT ~AND APPRAISAL ~ •~ ::c• 00~ ~:> (~ ---.:· ~ ........ 0 "lf.~ :; ; ~~ r= ·-· ?-...J "U r c 'J> (f> 0 ,........, 'c ,......, ·Joseph L. Hoffmann Attorn~:-:-r.t '!" :cw· 242 ¥1. ~:.':::-.:.1 L::·.::ct Monongahela,· Pa. 16063 • c'O ., . ···: ··~ ·'t ., k c\ ., ;' ' • ~ • "! • :·.~ .. ·.;....-· .. ;-··' • J ., RCC-81 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT JOS:E:PH .. L. HOFFNANN (Executor or Administrator) In Re: Estate of 'MTC H;; fi:T. McGi nt¥ IN YOUR REPLY PLEASE REFER TO Inheritance Tax Divis.ion \vASHI"~GTON County -File No.· 63-71,...1036 Dear Hr •. Hoffmann;.:. You ore hereby notified that the ___ o.::..:r:...:i::lf~sin=a::::1=-------------- o ppro i sement in the estate of __ ~·~~M::.=i:..::c:=..h:.:::a~e'-="1:._.::..::t1:.!0cG=il:..:.1t,..yL..-.::-:---------.:.__--- hos been filed in the office of the Register of Wills of \'Jashiw::ton · County on Yoqt.,obert,1;9., , 19 71 , Said appraisement reflects ·the following valuations: · Real Estote _____ .,.JJ'+7+9-; 9,...1.___ ____ _ Personal Pro·perty ___________ _ T ronsfers _______________ _ Jointly Owned ----~rf"N"r-:==-----~-- Totol _______ ._3_'1_9_.9::..::1=------ As to such tax that is paid within three months from dote of death, a five (5%) percent discount is ollow.able. 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 deo·th occurred prior to Dece~ber 22, 1965) from dote of death, . interest at the rote of six (6%) percent per annum is charged. Any party in .interest who is aggrieved by an appraisement may appeal therefrom as provided by low. Dote_~Q~ct~o~~~o~r~·~l~9~,-1±97~1~---Signed , · T i t I e _ ___,F'""r....,a .... nuc..,.e....,s,_· _.:..._,.e""o'+, _A"-'+'P.f-'!ll"'-''""''JJJ.J. "'""' e""·r...__l,_l....___ __ _ DA'.E OF DEATH: Spetember 8, 195B Note: This is not a bill. ...,,. ' '" R C C-39 ( 5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT . r SUMMA~Y Estate of . ~INTY, MICHAEL DATE OF DEATH 9/8/58 • FILE NO. 63-71-1036 (Last Name) (FirSt· Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Apprai~er in and for the County of·:-.L)~t-'~EA:Gi.K~~~:. '_.---_-·;~~--• : • · 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" OCTOBER 19, 1971 . Dated:--------'_'_"-__::_· __ REPORT OF THE REGISTER OF WILLS · WASHINGTON I, the undersigned duly elected Register of Wills in and for 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'~e or lesser amount represents the sum allowed as a deduction. . · ( 1 .._ Dated: OCT ·2 0 1971 RUSSELL MARINO INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) VALUE AS Mf.ORTED VALUE AS'APPRAISED $ .• 9lL $ ':t'70. 01 Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEOU'LE F) CLEAR VALUE OF ESTATE Valuation of life estates or . -J79;.. 91 -379;.. -9], 1. 7'30 •. 50 OL'I(EN'F'' annuities .............. ·. . . . . $--------+-- EST ATE TAX ASSESSMENTS · $ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ 2% $ Tax on$ 6% $ Tax on$ 5% $ Tax on$ $ Tax on $ 0 $ VALUE AS REAPPRAISED $ __________ ~--- Exemptions Total Estate TOTAL TAX &; $ (*) 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 $ BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from -----to ----- AMOUNT OF ESTATE TAX ASSESSED $----------+-- Estate tax paid $ _____ ---1-- BALANCE DUE Add interest at rate of 6% from ----------~10----- $--------~--- $------+--- TOTAL TAX BALANCE $ -----'---4--- p AID $ __________ ....~..... __ _ 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. / I/. -~~-·~:a- <.::: '"•.;:~ '' Will Administration I No ........... . IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF MICHEEl. MeG INTY ....... ' Deceased Late of ..... NEW:.EAGLE .......................................... . . County of· WkSHINGTON .................... Commonwealth of Pennsylvania REPORT AND APPRAISAL .. , . ., ·. (,... ~ .~ ~-?-. (; ~~ "t!"+ :.;:, ':r!-,-. '"· ~' ' . ,. l f( . ·f . Fonn RCC-2 .. . ,, ·-' .. . \ ' ~,· ~ PENNSYLVANIA ,,.,O,c.t..ob..~.r.,.J . .9.~.,,.l..97l, .. ,,.·., ..... : .. , .. , . -COMMONWEALTH OF DATE . " . WASHINGTON , DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX· BUREAU OF COUNTY COLLECTIONS COUNTY ............................................. ,_ ................................................ HARRISBURG, PENNA. 17 12 7 APPRAIS]iJMENT FILE NO. 63-71-1036 . ................................................................................................. Whereas, ................ , .... ~~.~~.~~ ... ~~~~~Y. ....................... , ................................................. late of ....... ~~l!~:·.~.~~~~.Q, .................. , ... , ................... ,., ........... in the County of ..... , ............................... W~~hi.ngt.on ...................... : ..... ,, .. , ........ , ..... , ........ ,. Commonwealth of Pennsylvania, having died on the ........... : ....... ~ .. :~:.~.:.=::=_:~~:.:.'~> .. ~.h ..... , ........... day of·, .. §:~P~.~~l:?.~.r., .......... , ................. : ..... , ...... 19 ..... 7;h, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Frances Leo an apprais.er 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 coilateral 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 Made for Inheritance Values Tax Purpoaes $ REAL ESTATE ' See··Copy of Appraisement 379. 91 PERSONAL NONE ESTATE INSOLVENT ~ .... · ·~ l ' ) -=·· I I . .. l > t~ ' .. ~ -t _, ~ . - form~~·!:;~h b~': ::l:h~w<>rJl ~~~~to ~=: ~~ o~·~~~7~~~~;:1£!:~: . / Appraiser ............................................................ <14~;;:.-b;;~ ... .;:.:;d ... st;:~·t·i ........................................................... . .......................................................................................................................................... , (Post Ofllee) Penna . .... WASHINGTON. County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MICHI$L McGINTY Deceased. Late of I NEW!. :~GI:Et Date. of Death, ........... ~~P~.:!n.l:>.~~ ... JJ 1971 Appraisemei!t Do;ket Vol., ... J..i: ... ·:··::.: .. :: .... :::::::.:::.:: Page,d/.G .. ~f .................. No ..... ~?.~.7~.~~9.?..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, .'_": .. ,., .; ~ ,. •' .... -·. • <I ! • ..