HomeMy WebLinkAboutOC1971-1042 - ESTATE OF LOCEY[jJ-7/-/o.':lL
FORM 67
REV. 1-50
REG. WILLS
~ppliratinn fnr 14~tt~r.a nf ~~mini.atratinn nu t4~
Estate of ......... G.AE.I.! .... I.!Q~.~.¥. .............. : .. : ...................... _ ........................................................................................................... , ........................ ..
late of.~.i.gJJ:.t.Y.:::.t.Q.~.+. .. r ..... W.~.§.h.j,ng.t.Q.n .... ~.9.:Y.n.t.Y..l .... J?..~n.n.9: ...... , Deceased.
Before the Register of Wills of Washington County
personally appear e d. ... .?:\QP..~.X .... !!.! ..... §.~.~.T..tt .......................... , ......... : ............................................................................................... ..
who, being duly sworn deposes and says tha.t ..... ~~.~~ ... ~~9.~.~~ ........................................... ~ .. ~ .................................................. ..
age ..... J:.?. ...... , having ..... ~.~.~ ... last family or principal residence at...?J. .... g,:j.)J,9..;1;..~.1?..t. . .'J?.t.:i.Y..~ .................... .
(Street and Number)
.. ;J;,:J,g:h.t.Y.:::JQ1.J.:J:;..,. .... N9.:t..t.!.ngJJ:.~ .... '*.9.W..D:§.hJ.P. ......... , Washington County, Pennsylvania, died intestate .
(City, Borough, Township) ·
at ..... ~.~J;".;J;:.Q.ll ... T..QW.n.~h!P ................................. , on the.:?..~ .... day of ... g.~.;~:Y. ......................................................... , ....... .
A.· D., 19 .. ..?..! ........ , a<t ..... J.:?. .. ~ .. ?..Q ............................. ~.~.M.", possessed of petsonal estate to the estimated value
$ ...... n.9..D:§ ................ , and of real estate in the Col!lmonwealrth of Peimsylvania to the estimated value of
$ .... ,..D.QJJ:§ ................ , situate in ............................................................. : .................. : ......... : .............................................................................. : ... ..
The names and addresses of the decedent's surviving spouse (if any) and· other heirs (including
heirs by adoption) are as follows.
REJ,ATIONSHIP RESIDENCE
AUDREY L •. SMITH Mother 1317 'G1~nwood Street Mil ton, .................................................................................................................................................................................................................... !. ......................... . ~ West Virginia.
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That deponent is over 21 years of age, resides at.. .... l.3.J.7. ..... G.l~.D.W.QQg .... S..t.t:e.e.t., ..... Mi.~.t9.n.,. .. ..
... ~.~~.~ .... Y..!.!9..?::~!.?.: ........................................................................................................................................................................... ;: .................. .
is a citizen of the United States and a resident of Pennsylvania, and respectfully applies for Letters of
Administration upon the Estate of said decedent, no letters having been previously issued thereon.
Sworn and subscribed before me this .... ./.~ ....... ,....... /! .... ~ . .£~·················
....... Cfl .. J.: ................................... , A. D., 19 ... "1..1. ..... .
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COMMONWEALTH OF PENNSYLVANIA } SS:
WASHINGTON COUNTY,
And now ....... t9. .. J.: ... La ............................ , 19.J.l..., comes ........ ~.QP..B~.X .... 1..! ..... 1?.MJ.1'.tl ....................................... .
who b~ing duly sworn doth depose and. say that. ......... §.h.~ ......... will well and truly administer the goods and
chattels, rights and credits of ................ C.ARI.! .... ~.QC.E.¥..: ................................................................................................ , deceased,
to the best of.. .... ~.~E .. skill and judgment in striot compliance with the laws of this Commonwealth, mind-
ful of the laws relating to inheritance taxes.
Sworn and ~ubscribed before me this.: ... ./~ ............. .
day of.. ... &.r!A::.: ....................................... , A. D., 19.] .. 1.. ..... ..
~""""'"""'Jj'/1""":?.?~:::::::::::::::::::~::::::::::::::::: ~ .. f..f·~ REGISTER
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APPLICATION FOR
Letters of Administration . .:...:..
,ESTATE OF .. ,.
. CARL LOCEY . . ·········································:·········:···y·············································· Deceased
R $ .................. : ......... ,.
Letters...................................................... 0· C1--()'
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Extra Alias
Certificates
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··········································································.····························· WILLIAM D. PHILLIPS.,Attorney
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Estate of ..... 9~~ ... ~9.9.E,:.~...... ...................................... }
late of .Ei.ghty:-:-:Four ....................... , Deceased
No .................... of 19 ......... .
KNOW ALL MEN BY THESE PRESENTS,
That we, .. Audrey .. L •... Smitb ... as .. :-Principa.l .... an.d .... .Un.;L.t.~.d. ... S.t.~t.~$. ... f..~.4.~.~,tt.y ... @.<i
Guaranty ... C.ompany ... as ... Sur.ety ... Bal.tim.ore., ... lVI.aryland ............................................................ .
all of Washington County, Pennsylvania, are held and firmly bound unto the Commonwealth of Pennsyl-
vania, for the use of those interested in the estate, in the_ sum of $500 .•. 00 .................................... Dollars, to
be paid to the said Commonwealth, to which payment, well and truly to be made, we do bind ourselves,
jointly and severally, for and in the whole, our heirs, executors, administrators, successors and assigns, and
each and every of them, firmly by these presents. Sealed with our seals and dated the .... ...... day of
............ Q~_t,Q.P.~.I.' ........................ A. D., one thousand nine hundred and .... :.~.~.Y.~J:l:t;Y':':'.~.~~ .............. .
THE CONDITION OF THIS OBLIGATION IS, That if the above bounden .. : ........................ ..
·······trix················· ................. .A~~r.~Y. .. ~.! .... $.~~-~P. ..................................................................................... _.:.
Administi:'a.KiK .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .... .. .. .. .. .... .... .. ............. .... ... or any of them, shall well and· truly administer
the estate according to law, this obligation shall be void as to those who shall so administer the estate; but
otherwise, it shall remain in force.
Sealed and delivered in the presence of:
........................... (SEAL)
~tntemettt nf ~urety
I, ---------------------------------------------........................ , surety in the sum of $ ..... ____________ on the
administration bond in the estate of -------------------~------------~-----------· say that I reside at
---·---------------------· Washington County, Pennsylvania; that I am the owner of real estate, the
title to which is in my own· name and duly recorded, situated in ................................................................................. : .................. ,
Washington County, Pennsylvania, worth above all encumbrances $ .............. ________ ........................ ; and that I am worth the
amount expressed in said bond, over and above my just debts and liabilities.
·----------------:------------------------------------------------------------------------------
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s.treet P.O.
&tntemeut nf ~urety
1, ---------------------···--·------------------------___ ...................... , surety in the sum of $ ...... _ ...................... _ on the
administration bond in the estate or'' ............... ,.: ............ ___ -·:-............................................ -.... -.................. , say that I reside at
............ _________________________________________________________________ ; Washington County, Pennsylvania; that I am the owner of real estate, the
title to which is in my own name and duly recorded, situated in ..................................... , .............................................................. ,
Washington County, Pennsylvania, worth above all encumbrances $ ................................................ ; and that I am worth the
amount expressed in said bond, over and above my just debts and liabilities.
···--····················································································································
Street P.O.
COMMONWEALTH OF PENNSYLVANIA, } SS:
WASHINGTON COUNTY,
And now ......... ,.............................. 19 ............ , comes ....................................................................................................................................... .
who being duly sworn, says that he is acquainted with the financial standing of the securities to the within bond; that
the said obligors have each executed the said bond and th::~t the sureties thereto are the owners of real estate in their
own right of value more than the penal sum of said bond over and above all incumbrances and exemptions.
Sworn and subscribed before me this .......................... -
day of .................................................................................... A.D. 19 ____ .. ·-··-----·-·--------·-----------------------------------·-----------------------------
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J\bmiuiatratinu 1Bnub
IN THE ESTATE. OF
__________________ CABL ... L.QC.EX ______________________________ _
And now ... O.C.:t.Q.R~.:r .. J.?. ........... , 19 .'lJ .... .
Bond approved and Lett~rs ·is~~.ted to . ---.... ::.
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Bond Book
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64 Page 243
BADZIK PRINTING ~9 DONORA
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IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY, PENNA.
ORPHANS' COURT DIVISION
No. I A!/.!L 19/ 19?1
IN RE: ESTATE OF
CARL LOCY,
Deceased.
PETITION FOR SETTLEMENT
OF SMALL ESTATE
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WILLIAM D. PHILLIPS
ATTORNEY AT LAW
33 WEST BEAU STREET
WASHINGTON. PA. 1530 I
-------------
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IN THE COURT OF COMMON PLEAS OF W~SHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN,RE: ESTATE OF
CARL LOCY,
Deceased.
)
)
) _ No.
)
)
/(j¥Z et/911
PETITION FOR SETTLEMENT OF SMALL ESTATE
The Petition of Audrey L. Smith, respectfully represents:
1. That your petitioner is the mother of Carl Locy, and
~s, therefore, a party in interest in his estate·.
2. That the decedent Carl Locy, died, intestate on
July 23, 1971, a late resident of 21 Hillcrest Drive, Eighty Four,
Washington County, Pennsylvania.
3. That the decedent's entire estate consists of the
following asset:
Proceeds of settlement of Personal Injury case,
of record at No. 390 September Term, 1971, A.D.
4. That the decedent's only survivor is:
$1,000.00
Audrey L. Smith mother 1317 Glenwood Street
Milton, West Virginia
5. That the only creditors of the decedent of which your
petiti~ner has notice or knowledge are:
Hall Mortuary & Chapel
223 Elizabeth Street
Proctorville, Ohio 45669
Village Floral
Proctorville, Ohio
funeral expense
Flowers for Funeral
Tri Community Ambulance Service
449 W. Main Street
Monongahela, Pennsylvania Ambulance service
William D. Phillips Attorney's Fee for prepara-
tion and presentation of
749.00
36.40
40.00
Petition 100.00
William D. Phillips, reimbursement for following items
advanced:
Russell Marino
Fidelity & Casualty Ins. Co.
Russell Marino
Marie Guidos
Russell Marino
TOTAL
Letters
Bond premium
Filing Petition
Notary Fees
Filing Inheritance Tax
Return
10.00
10.00
7.50
2.00
3.00
$957.90
''
6. That Letters of Administration were granted to your
petitioner, Audrey L. Smith, however, there will be no advertise-
ment of the same.
7. That no wages have been· paid directly to members of
the decedent's family under Section 201 of the A~t of 1949, and
no payment is anticipated.
8. That your petitioner is filing herewith Form RCC-62,
Inventory for Estates under $10,000.00, with the Inheritance Tax
Department of theCommonwealth of Pennsylvania, for the purpose
of determining the amount of tax due on the balance of said estate.
9. That this Petition for Settlement is made pursuant
to the provisions of Section 202 of the Fiduciaries Act of April
18, 1949, P. L. 502, as amended (20 P.S. 320.202), and Section
211 of the same Act, as amended (20 P.S. 320.211).
WHEREFORE, your petitioner prays your Honorable Court to
enter a Decree of Distribution authorizing payment of the debts
of said estate and to award the entire balance as follows:
Hall Mortuary & Chapel Funeral expense
Village Floral Flowers for Funeral
Tri-Community Ambulance Service -Ambulance Service
William D. Philli~s
William D. Phillips
Commonwealth of Pennsylvania
Attorney's fee
Reimbursement for costs
advanced
749.00
36.40
40.00
100.00
32.50
Inheritance Tax Department Inheritance Tax which may be due
Audrey L. Smith, mother Balance
. -~ _,
· COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
)
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A F F I D A V I T
Before me, the undersigned authority in and for said County and
State, personally appeared Audrey L. Smith --------~~----------------------------
who, being duly sworn according to law, deposes and says that the.·
allegations of fact set forth in the foregoing ··Petition for Settlement
of Small Estate are true and correct to the best of
knowledge, information and belief •
Sw9rn to and subscribed
before me this 19 ----
day of October 19 ------------
Notary Public
Washington, Washington County, Penna.
My Conunission Expires: Feb. 20, 197 5
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE OF
CARL LOCY,
Deceased.
)
)
) No.
)
)
DECREE OF DISTRIBUTION
AND NOW, this ,..('~ay of ~ , 1971, the
foregoing Petition for Settlement of Small Estate having been
presented in open Court by WILLIAM D. PHILLIPS, ESQ., Attorney
for Audrey L. Smith, petitioner, and it appearing that none of
the creditors of said estate have been paid, IT IS ORDERED AND
DECREED, that after the payment of any inheritance tax which may
be due in this estate, this estate be distributed as follows:
Hall Mortuary & Chapel
Village Floral
Tri-C~mmunity Amb. Serv.
William D. Phillips, Esq.
William D. Phillips
Funeral expense
Flowers for funeral
Ambulance service
Attorney's fee
Reimbursement for costs
advanced
749.00
36.40
40.00
100.00
32.50
Balance,. Audrey L. Smith, mother
-D.A.,.or:!(/'1......,.---i:;;....~~"'""'---'-'"" ~ -:ao~~---
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By the Co,.rt,
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Form No. RCC-62 (7-69) THIS FORM REQUIRED IN ALL ESTATES WITH G~OSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961,
EFFECTIVE JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)
C, 3-7/-/act L
OFFICE OF THE REGISTER OF WILLS
County of ...... ~~.~~~NGTP.:t-r ....... .
. . . . . . . . . . . . . . . . ~.'£!1?~.E;Y. ~~ .. ~~~f'.~ ............. of .. l.:H.7..9;l.~QYI.QQ~ .. ~t;r.~~:t.,. .M.:i.lt.un, .. W •.. Va.
(Name) (Address)
being duly -------------~-~~~-~--------------.according to law, deposes and says that he is the ------~~tr~J~_1:;-~_~_tg_:r. --"--------------------· (Exec., Adm., Legatee, Etc.) .
of the estate of__ ___________ Q~_:r.;J,. ___ ~.Q_9.y _________________________ whose l~st residence was _____ 2l __ Hillc.r_es_t<--DI!>i-V-e-,-------------
. (No.) Street
-~-~-~~-!¥ ___ ~~-~?:'_!---~-~-~-~~-~-----·deceased, and that the whole of the estate of said decedent, who died ____ J_~;l,.y ___ 2_~-J---l.,~_71
(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.
-----------------------------------------------------------------------------.--~~----~-Estimated
Value Real Estate
----------~--------------------------------------~------------------------~r------------
NONE NONE --~.~-------------------.. --------------------~------------------------------1-------------
-----------------------------------------------------------------------------1-------------
----------------------------------~·~· ________________________________________ ,_ __________ __
------------------------------------------~·· __________________________________ ,_ __________ __
----------------------------------------~·~-__________________________________ ,_ __________ __
--------~-------------------------------------------------------------------1-------------
----------------------------------------------------------------------------~-------------
--------------------------~------------------------------------------------~~-----------
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Personal Property
Proceeds of settlement of personal injury claim of record at
No. 390 Ser;t. Term 1971, A.D. Washington County Court of Common
Pleas, Washingtoni Pennsylvania .$1 '000. 00 f)/1.
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.
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Jointly Held Property Estimated ,. Yarue
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NONE NONE
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Transfers within TWO YEARS Prior to Death
NONE NON F.
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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
NON'F.
-
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 1/:;-IN ESTATE
forth this fact.) DECEDENT ~ ./L.t-c?
Audrey L. Smith mother yes residue
-
-
~ '
~·
.. .. '
RESIDENT 'DECEDENT DEBTS AND DEDUCTIONS CLAIMED
NOTE· List~irst five items in the spaces so provided, observe notations thereon, and instructions .
•' ._.,.DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
!KEGISTER ONLY
Hall Mortuary & Chapel Funeral expenses,yaid $ 749 00 $ ...... ,., " ....
Family exemption (will not be allowed unless none -decedent died residing with a spouse or children.) ......
William D. Phillips Advanced 32 50 ;
Administration Expenses •
William D. Phillips Counsel fees • ll.Ofll&.~· -· t...:'_l ~>:.~I
Fiduciary commission • none
!
OTHER DEBTS AND CLAIMS
( •) See Note below
Village Floral Flowers for funeral 36 40
Tri Community Ambulance
·Service Ambulance service 40 00
I
I
I ..
'
9.s-7 9J 1/
Total ..... ,... -tS7. lr?J VoJ f OJV .. ·. --"·. '·: :._. ·; Q~ )
> -·---~--~.-•
~ Ociober 71 ·······~·· ct;;of ........ , ...
1
........... ,19 ... . 1317 Glenwood Street
··'Nota.:r-y··Publi~··················
Washington, Washington County, Penna.
My connuissiou expi±.es Feb. 28, 1975
(Street Number)
..... ~~-~ ~-c:>~. ~. -~-~~-~-.Y.~~f?.~~-~~-.......... .
(City or Town and State)
In the event that any futu1·e 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·inheri-
tance taxes at the lawful collatei·al rate on any such future inte1·est. '
REPORT OF THE REGISTER 0 WILLS
I, the undersigned duly elected Register of Wills in and for .. t<J . . . ... -. . . . . . . . ..... County, Pennsylvania, do respectfully
report that I have allowed debts and deductions in the amounts claimed by depo
is set forth in the last column to the right in said schedule above, which greater or
Dated: ... OGT.. ?:~ .. 1~7.1. -~~~~q~. M~~.l~.~-...... .
f.'
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Form No. RCC-62 (7-69)
Will. l Administration SNo. · · ........ Year .... .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
CARL LOCY
Deceased
Late of .... ~~~.~~¥ .. :!!?~~ 1. -~~!l.~~··· ...
Cou~ty of .. ~~~.~~!l.&~?.D: t. ~~':1!1.~ ~ .... _
Commonwealth of Pennsylvania
..,
--.l
.;$P; .... ,l
t ~
REPO:RT;:A~D AP'PRAIS1\:L ):::;· rn ... c::') o---~
(/) G) c: c-> -
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
AUDREY L. SMITH
MXcX,Y..XXAdm ini strator)
In Re: Estate of CARL LOCEY
IN YOUR REPLY PLEASE
REFER TO
Inheritance T.ax Division
38-215-1
_W_A_S_H_I_N_G_T_O_N ___ County-File No. 63-71-1042
-,.,
Dear Mrs. Smith. .... ... . ..... ~ .. -' .
.... ) -...__ -·-.
You are hereby notified that the __ ""-o...._r__.i-Eg,...iun ..... a.._l..__ __________ _
appraisement in the estate of __ ---=C....,A"'-R,.,.L,__,L"'"'O"'-C""'E~Y------,------------
has been filed in the office of the Register of Wills of 1vASHINGTON
County on October 28 , 19 71, Said appraisement reflects the following
valuations:
Real Estate _____________ _
Persona I P roperty __ .=,1_,_ • .:::.0~0~0'-".~0u,. 0.!.__ ____ _
Transfers ______________ _
Joint I y Owned ---------=-=-=----=-=------T ota I ______ 1--'-; O_Oc._0_.-'-0-'-0 ____ _
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 __ Oc_t-'-o"'-b"'-e'--'r-'--'-2-=8--"-,--=1-=-9-'-7=1 __ Signed ---=D=-0=-=M=I=N=I=C~D=eM=A=R=I=A'"--------
Title APPRAISER I
DATE OF DEATH: July 23. 1971
Note: This is not a bi II.
J
)
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
. .
i
SUMMARY
Estate of~L""'O"'-C'"'-,y...._ ___ _,C'"'"'A"""Ru..I ....... ____________ DATE OF DEATH 7-2 3-71
(Last N!ime) (First Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER
FILE NO. f) 3--71-1 042
1', the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return ar
the values set forth opposite each item in the last column to the right in Schedules "A",·"B", "C", and "E" •
Dated: October 28 1971
~-----------------------. ~r~
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS·
I, the undersigned duly elected Regist.er of Wills in and for "WASHINGTON County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by de.ponent t-'as to those items where a greater or
lesser amount is set fo'rth in the last column to the right in Sch.edule "F' , which greater r lesser. amount represents the sum
allowed as a deduction. . .
Dated: OCT 2 8 .1971 RUSSELL MARIN(J. M-\. ...
EGISTER OF WILLS ~
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
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$ $ ______________ ~ __ $ .l,IJUU uu -· 1~000 00
1.000 00 1.000 00
·957 <}0 Q~7 QO
42 '10 42 10.
.annui ti.es. . . . . . . . . . . . . . . . . . . . $ ------------+----
I ESTATE TAX ASSESSMENTS $ ______ .J..__
FOR USE OF.REGISTER ONLY COMPUTATION OF TAX
0 $ -----------...-----l.-....---$ ____ _:2=--4=5:....::;-J:..___
$--------4---$ ________ 4-----
$------~------~---
TOTAL TAX $ -----~---'------
Less tax previously paid
,BALANCE
Less 5% of tax.if paid within
•
$=======4==
$-------4---
3 months after death $===========
Add interest at rate of 6% from
--------to --------
AMOUfi,JT OF ESTATE TAX ASSESSED $-----+---
$ __________ ~---
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
BALANCE DUE $---------~---
Add interest at rate of 6% from
----------~lO------
FOR USE OF REGISTER ONLY
$-------------+----
"TOTAL TAX BALANCE $ ------+---
PAID $ ----------~----
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
CARL LOCEY
Deceased
Late of. EIGHTY FOUR
County of \vASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
----·---------------
:··
...
~·· 17 J·
.,
C' ' DATE October 28. 1971 Fonn'r~-2
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG. PENNA. 1 7 1 Z 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
WASHINGTON COUNTY ................................................................................................ .
FILE NO •. ?. .. ~.::: .. ?..!.::: .. ~ .. 2.~ .. ~ ........................................... .
Whereas, ........................ G.A.~.1. ..... ~.9.G.~X ................................................................................... late of ......... ~TG.HT.X. ... .F.9V.R ...................................................... .
in the County ~ ............................. YA~.~.!.~9..T..Q~ .......................... ~~ .. :.:.; ............... : ........... Commonwe~lth of Pennsylvania, having died on
the ........................ 7..3..4 ............................................................. day o~ ................. .J..Y.J.Y ............................................. 19 .. .7.+. .. , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; .
Therefore, I, .................... P.QNJ.N.J..G ...... R.~ ....... P..~MAR.+..A ...................................... , 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 Anet Values Made for I nherltance
Tax Purpoaea
I $
PERSONAL:
PROCEEDS OF SETTlEMENT OF PERSONAl INJURY CLAIM_ OF RECORD
AT NO. 390 Sent. TERM 1971. A.D. WASHINGTON COUNTY COURT
OF COW.10N PLEAS \vASHINGTON PENNSYLVANIA. 1. 000 00
..
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form~~v:~h b~~ ::l:h~~~---~~~~~.!1.}~~.'. ~:; 0~e~~~-~---~-e~~~-~ : ..... ~\t~e·······~~-~e -~~~-~~-~-~~~~-~~···i·~---~-~~e 1~7cJ..~~
........................ kJ .. ~=~-~····································• Penna.
............... WA.SH.I.NGT.O.N ........................................... . Cou-nty
RESIDENT INHERITANCE TAX APPRAISEMENT . .
Estate of
Deceased.
Late of
EIGHTY FOUR
Date of Death, .................. .7..":':"..4.3..":':".7.l.. ................................... .
Appraisemel!t Docket Vol., ................... 3.8. ............. ~.' ........... .
Page, .... ~.~?..~ .. ~ ....................... No. 63-71-1042
Filed in Register's Office, ....... O.c,t .......... 28 ... 19 .. .7.l.
Amount of tax due, $ ..................................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appraisement,
Appeal f1'om Appraisement,
Entered and charged, i
jJ ··-
,,
~R~c~c~-4~(8~-6~01~·~~~~~--~~~·&~E-~-~--MC··~~~-&E~~--~·~~~~B;BE~t~·E·.·.--~~~~=a.aaE~·~EE~aa~~l;~~~~~-~·
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE No.8 11762 OFFICIAL RECEIPT • PENNSYLVAN~A INHERITANCE AND ESTATE TAX
T\VO and 53 100 ~ ........... _.,. ___ .__ ....... ~ ... -----.... "~-........ -......... _ ... __ ..... _ ...... _ .. _ ...... _.
WASHINGTON, PENNSYLVANIA 15301
File No. 63 ... 71.,.1042 Date of Death __ ?.._-'-'· ""'3,._. •"'-7....,1""---f
County ___ W_AS_H_I_N_OT_O_N _______ ---i
Remarks:
MJR
-1 j/ of-f.
I ..,
2%Taxon $ ________ $---------1~
6% Tax on $ __ ..!:4..=2:..:!•~1~0~---$ __ --=::::.2-=.•..:::.5-=3----=---IHI
15% Tax on $ _________ $----------Ill
%Tax on $ _________ $ ________ _
Estate Tax, Act of
May 7, 1927
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__ %from ________ _
to ___________ _
$ _______ _
$ 2.53 --~-----
$ _______ _
$---------1111
LI·OO ~ [}) [l~ @l~ vrn:: ·''s ~A 'L TOTAL AMOUNT PAID $==2=·=53===i!'A
NOTE: This Triplicate Re~eipt to• be ~atained lo'r. au~it P~!l501 () .; ij ''-"/
·· i.\o. " · ,,-. 1 Received by~-:';:;.J../'...:...<lJ...-X..X-_
NOTE: In accepting the_ Ira_ nsler inheritanc?. tax an future estates, prior Ia ihe death of the~lile I ._ {Signature)(;) • {/j _f
tenant or tenant for years, as evid_e_nced·by this recei~j/it is understood that the Commonwealth sl'lall ' -"J';;-t, '--'' /1
nat be precluded or prevented Ira'!' hereafter ass~ssing additional inheritance tax at the death of th)-....) )<J:Y~Jt.l\.,/ 0 j ..-·1'--"'--"-"~
life tenant or le':'ant for years whenever II appears that such additional tax may be legally due and '-,; \ {T"tl f)\)
collectible for any reason whatso_ever. . • "' · '-.......) 1 ~j)
.,
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