Loading...
HomeMy WebLinkAboutOC1971-1061 - ESTATE OF GAMONDEOFFICE OF THE REGISTER OF WILLS Form No.RCC·62 (7·69)THIS FORM REQUIRED IN ALL ESTATES WI'llH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961, EFFECTIVE JANUARY 1,1962.(FILE IN OUPUCATE WITH COpy OF WILL ATTACHED)~-3 ~7/-/6 ~I .-r '.,. 'c .,"f'"WAQUThTO'T'ONounty°t-!V,LP... ...AVPR~X .QA.MQ~;q~.WA-P~-.:-:;'-".,>".•of ?.l.~..~l3-.r:r:,~~r:~~~,).\{I~.~9n9l:4 :P.~rp;l~y.~~i9-. (Name)(Addrese) being duly .s.w.Qrn.c ~,according 'to law,deposes and says thatEbe is ~he ..:S.urYiv.:4;tg.jointA.enant ::__..r-•••,.(Exec,.Adm..Legatee.Elc.) of the estate of•...JAgQy.~J...AJ.:g.mQD:.g~....._.:::_.·_:__,'whose l~st residence was ..3,O.4..E.~§t.~m~Qm.Ay.~m~.~.._... (No.)(Su'eel) _..M~.R_9..~9_J.<;L .:_.__. .__deceased;and that the whole'of -the 'estate of'said decedent,who died,__._..M?:y.J~.I..J.~.?.1 (CilY.Borough or Township)(Dale) 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 Estimated Value None " , ~ 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 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.l_,~ j ·\ i ,j '-.'. Jointly Held Property Estimated 'Value "-......'."ALL those two certain lots of l1roundssituate in the Borollo-h - of McDonald,Washineton County PennSYlvania beinl1 lotf:l No,171 and 172 in Francis A,OfHara Plan'of Lots.HavinQ'erected thereon a one-storY fr frame house 'and a two-story frame house.(See Deed Book 1086,page 428) (Property in names of Lucy J,Gamonde and Audrev Gamonde Wade'af:l Joint <Tenants with Right of Survivorship and not as Tenants in Common.) 0,((.b~ One-half interest,-4 000 00, Transfers within TWO YEARS Prior to Death None - - 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES RELATIONSHIP OF JOINT HOLDERS TO DECEDENT "RELATIONSHIP AGE OF LIFE"SU,RVIVEDBENEFICIARIESANDADDRESSES(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 A .r::.&1"Y1onnp W~np dauQ'hter yes survivinQ';0 int entire ,~, 311 Bari'Street--Mf'nnn!:lld Ppnn~vlv~ni~ 15057, - , .. RESWENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED:... NOTD?Cis"t'first five items in the spaces so provided,observe notations thereon,and instructions. .-.Frank J.Nation Funeral Horh.Efuneral expenses paid DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMNr--~--=-==-=--:=--='::':"'--='=:'::':::'::-"------·-----r-----------'------------.------,--ioKEGISTERONLY $1 680 00 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees • 5 00 20 00 Fiduciary commission • " 1 OTHER DEBTS AND CLAIMS (.)See Note below McDonald Pharmacy Prescr:iptions~161 20 L.Havelka'Services 375.0 A.Ganchuck Services 200 00 Rupert H.Friday,M.D.Services 50 00 Gaydos Monument Company 18 00 Total 2,509 ~O IJP IS-of ~ McDonald,Pennsyl-qania .............(city 'o'r'To'~~'~~d'St~t'ei"'"'H,os'u,... Note:The estate agrees to advise the Register of Wills if the amount actually paid~insettlementofanyfee,commission oj·debt is greater 01'less than .th;estimated amount claimed and allowed.J d'-'il'J J Subscribed 'and s~ol'n to before me this.;,'"...~~._d13f-,~NX . , - ,..,.O-r.A~'l(f~m ~.~.1..l?~r .$tr~~.t ~t:. -.......:~~iU1rl@l).F'~flir r (Street Number) .........................'...WBU~ge~own,· In the event that any future interest in this estate is transfened in possession 01'enjoyment to collateral 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 collatei'al rate on any such future intel·est. REPORT OF T~REGISTER 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 depone e cept as to those'ems where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or lesser amol represen the sum allowed as a deduction. Dated:....P~.G.I...1Q7J.~.~~~.E.~~.~1A~~~9...................~t..\...~~:-..~.. Register of Wills ~ '~/, " Form No,RCC-62 (7-69) Will Administration ( INci Year . IN THE ~<- C') t...'"1 -J .. t I r rL 'O v (. MATTER OF THE APPRAISEMENT dF THE ESTATE OF Deceased (' Late of ' ''.'.( :,1 County of ~~./.;. ~::o_;i':>r-n..;J'JCommonwealt.w.of..:pennsylv~a~S ~~'0_':~(~ REPOR'i ~~fi APPRAIS~2 z :-;.'--_':~~ a~:~o:::~:r;.::.-urol>(f). r· 'BRUNNER &GREGORY 27 Main Street Burgettstown,Pennsylvania 15021 t ~.. , ( ?• RCC-81 16-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT AUDREY GAMONDE WADE JT °TENANT ~) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division J In Re:Estate of __L_U_cY_J_o_G_AM_O_ND_E _ _-'W....'A"'S....HI""-N'"""G"""-'TO....N"'--__Coun ty - FileNo.---'--"6:..<.3-:..;.7.....1......-...,1=06,.,.1=----_ Dear Mrso Wade, You are hereby notified that the__......o....r....i-eg....in"""""'a...1 _ appraisement in the estate of TUCY ,I GAMONDE has been fi led in the office of the Register of Wi lis of__.uW£!iAS"'!-UHI""'NwG....TI..l.OaNlI....-_ County on IIecember],19-ZL,Said appraisement reflects the following valuations: Real Estate _ Personal Property _ Transfers _ J0 int Iy Own ed ---'='4'#-I-""O~OO,,-,o....,·0""0'---_ Tota I ------~/,~'......OuOOV-o-J,.O....OJ----_ 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 _-=D=-ec=e=m=b~e=r__=l~,.....,,1=-9'7.u...!1"--_ DATE OF DEATH:May 12,1971 Note:This is not a bill. Signed _-=.DO~MI=N~IC~R~o_D~e'2111AR=.:!:IA~_ Title APPRAISER I RCC-39 (5-68) i!COMMONWEALTH OF !PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDEN,ir SUMMARY "II Estate of GAMONDEI (Last Name) LUCY (First Name) J. (Initial) DATE OF DEATH 5-12-71 FILE NO.63-71-1061 REPORT OF INHERITANCE TAX APPRAISER I,the undersiigned duly appointed Inheritance Tax Appraiser in and for the County of_...i!Wu:ALI,;SuHuI...LJNIl.,;GuTJ"OI.l.!NL-_ Pennsylvania,do nlspectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set fort~lopposite each item in the last column to the right in Schedules "A","B", "C",and "E". INHERITANCE TAX APPRAISER Decemb,er 1,1971 I Dated:----'--=----"--"--~_...:.....:.-"---- VALUE AS REAPPRAISED $--------1--- t4.~ ISTER OF WILLS REPORT OF THE REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED $$,--------jf--- ~I "!I INVENWORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedul~C). •IIJoint-Held Property (Schedule E) TOTAL GROSS 'ASSETSIi Less Debts and Deductions (SCHEDU'LE fl IiCLEARVALUEOF ESTATEI :, I, I,the undersigned duly elected Register of Wills in and for 'tAIASHINGTON County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by depone s to those items where a greater or lesser amount is s~!t forth in the last column to the right in Schedule "F",hich greater lesser amount represents the sum allowed as a deduction.. I:..nEC 1 ;:1971 RUSSELL MAI\INODated:.....!y~_--'-_ Valuation of life e$tates or ••Ii t=annuIties ••••••:!.• • • • • • • . • • • •$_ iiESTATETAXASSESSMENTS $_ II !i FOR USE OF REGISTER ONLY Tax on'$! Tax on $!["J.art ~rtI!•Tax on $!'IiTaxon$' Tax on $1 Exemptions===========1~= Total Estate __-'--4-__ TOTAL TAX 2% ~ 10% 15% * COMPUTAnON OF TAX $---------t-- $~~oL;L-Q_¥IJ....,I:i~ $-----~---t-- $--------+--- $---------t-- $---l.__ (*)As evidenced by Charitable Exemption Certificates issued .by the Secretary of Revenue. :_t:: .$======L== TOTAL TAX BALANCE :-------1~ PAID $.....JL Less tax pre~iously paidIIBALANCEI<Less 5%of tax if p'aid within 3 months after death ;! BALANCE OF INH:ERITANCE TAX DUE $------L Add interest at rati of 6%from _____to -,'____$------, AMOUNT OF ESTATE TAX ASSESSED $------....1L- Estate tax paid :,$l..- BALANCE DUE $l- Add interest at rat~of 6%fromI' ------Ito+"---- 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 . Will Administration t No.Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF LUCY J.GAJ.10NDE Deceased Late of ....McDONALD.... County of WASHINGTON..,,-.-. Commonwealth of Pennsylvania REPORT AND APPRAISAL .' " '. .' l' , 'i Funn ilCC-2 DEPAR.T~~T OF REVENUE•'J >~ BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 .... .....'I ... COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~~G.~p..~.r.J,.,.+.:97J .. NTY WASHINGTONCOU . FILE NO 9..?.::.7!:::.+.Q9.J::. Whereas,JMQX J...~.GN'1.QNP.~late of ~.~!?9.~.A~. in the County of WASHINGTON Commonwealth of Pennsylvania,having died on the 12th day of May 19 7;)"..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,DOMINIC R.DeMARIA ,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 llfe 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 AppraisementDescriptionofAlletValuesMadeforInheritanceTaxPurposes $ JT.HELD: SEE COPY ATTACHED TO APPRAIBEHENT 4~000 00 I . ................................CAJ ....,Penna. ..'~, ·..11'IASHINGT.ON H H...County .. RESIDENT ·INHERITANCE TAX APPRAISE~NT. Estate of .....................LUCy J •....GAMONDE :H ••••••••••••••• Deceased. Late of .......HNc.D.QNALP.:.::H . Date .of Death,..5.~;J,?~7.),H HH . Appraisen;el!t Docket Vol.,J.~H ••••••••••••• Page,·c:?~..6..=Z No..9.3.~7.1.~l.'O6.l . Filed in Register's 0 iJice,P.:~g.~mP..~.~l.19.71.. Amount of tax due,$H ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• DEPARTMENT OF REVENUE i?ec eived, Exmnined and Approved,. Wrote abo,ut Appra-isement,. Appeal t,.om Appraisement,. Entered and charged,. " .' 1\ i $,--------- $--------$-------_.~~ %Tax on $$---------m Estate Tax,Act of May 7,1927 1,490.80 89.456%Tax on $$--~------.a.1 2%Tax on 15%Tax on $.$111 ........~....>........'.._......._--_.._...~..._......_..-._~...._..-..-..dollars On Ind.Liab.representing Pennsylvania Inheritance or Estate Tax due from the following estate: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT •PENNSYLVANIA INHERITANCE AND ESTATEtAx;;~~' I ,:",',.'.,'~,_<"~'~l:,"\'»:'/f{,;-~>i'<,'~'" Name of Decedent ------------------l WASHINGTON,PENNSYLVANIA 15301 63-71-1061 5-12-11FileNo,Date of Death -t Decembe~15,1911DateofPayment --1 l.UCY J"GOMONDE NO.81192.1 .EIGHTY....NlNE and 45/100REAmt~ey Oamonde Wade ..Paying ATTY.BRUNNER &GREGORYFrom:. 644 WASHINGTON TRUST BUILDINGAddress ----l RCC·4 (8·68) WASHINGTON County -.,....---------------------l 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 _ $._------- $---------.11il1 $,----------111 $I========~:IT 00 ~[p [L~@ill Urn -5 E A L TOTAL AMOUNT PAID, .~\£NOTE:This Triplic~ie Receipt to be r~tained lor audit purposes.l-.-<:'\?"-j-r '. .",'Received by ~•.~L.~/i A.Jtb"fl....o . NOTE:In accepting the transfer inher!tan~e tax an future estates.prior to the death of the Iif~) .~(5ignatureW'Ul tenant or tenant for years,as evidenced.by this receipt,it is understood that the Commonwealth shbll •~'oJ nat be precluded or prevented from 'hereaher assessing additional inheritance tax at the death of the -"XJ),~··~:"-'.' life tenant or tenant for years whenever it appears that such additional tax may be legally due and :\(Title collectible for any reason whatsoever.....)~ 4,0 OO.C 0 .•II)QCl 0.C 0 5 2)5 0920 - J):~9 J .80 5 L4 9 0 .80 T ·00 T L5 8 0.00 5.00 2 0.0 a 16120 3 7 5.00 2.0 Q.O 0 50.00 18.00 2;5G920T J)v--D .00 T