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Home My WebLink AboutOC1971-1103 - ESTATE OF COUDERCRCC-81 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division }' In Re:Estate of _----"JVLlA~.='.==---..::C'-"'O...:::ummc=····=.:.....·---'-_ _W=A=.SJl1UO=:.=·::::.=....::>to=I County -File No._--:::.6'~...__'n~·=_..=U03=,:..!=·":...-.._ Dear II-$-~' You are hereby notified that the ~~O~~~~::_:.r.=='=_=.;:---------_ appraisement in the estate of J\illi.Coude.. has been fi led in the office of the Register of Wi lis of "a~ County on December 1,,19--.n,Said appraisement reflects the following valuations: Real Estate ---------- Personal Property _ Transfers ---.--:;:=---==--_ J 0 inti y Owned -.:.;!:!.!!-;;O~,:_:;,,,..::.-a3:;:;!·~--- Total __'4..:.!,~OS~·~~.--=--21.:.:::·~._ 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. Title ~_._>_"_al._c_De_.,_Mar__l_&..:-,_Appr~,:-·_al_.&eI'_,_._1_ Note:This is not a bill. ..~ ,' Rce<~9 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY j,j (Initial)(First Name) COUDERIC JULIA 1970Estateof'DATE OF DEATH October 28,FILE NO.63-71-1103 (Last Name) Dated:DECEMBER 7,1971 ~~,e~4 INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for WASIU~'IDN 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',which greate lesser amount represents the sum allowed as a deduction. Dated:-UEC 7 1971 RUSSELL MARINO ~.f"_.., 5,2 G9.C 6 - V)SJ.23 '!,~)3 .2 3 S '')33.23 T .00 T .00 T VALUE AS REAPPRAISED $I- ·.0 J T 1.01:\~?~ 4,053 .23 5,269 .06 T ILVEN $ 1..,0'51 ,21 4,053 23 5,269 06 ESTATE INSO VALUE AS REPORTED VALUE AS APPRAISED $ :==t= CLEAR VALUE OF ESTATE Valuation of life estates or annuities . ESTATE TAX ASSESSMENTS 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) (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. _1= $ t= $ $ C $ COMPUTATION OF TAX $-------+-- $-------'---+--- $--------+--- $-------+-- $-------t--- ___---JI_ TOTAL TAX BALANCE :--1[- PAID $-JL BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $--------.1 Estate tax paid $-------1 BALANCE DUE Add interest at rate of 6%from ------tto----- Less tax previously paid $======lBALANCE$_ Less 5%of tax if paid within 3 months after death $========== TOTAL TAX FOR USE OF REGISTER ONLY Tax on $-+--__~ Tax on $---------4--~ Tax on $5% Thx~$lK Tax on $15% Exemptions * Total Estate --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. IN THE Year G MATTER OF THE APPRAISEMENT OF THE ESTATE OF JULIA COUDERC Deceased Late of ...J·{cPONALD.. \! County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL t'",..~r J{.1111 COUNTy_~~~~?~.?~. FILE NO ~?=7.!.~g9.?.. ,- •}"onn ~~C-2 DEf>ARTMEl'~T OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.I 7127 .e!o " COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE DECEMBER 7,1971 Whereas,~~.~~.~.gg~~.~.!g late of'~~p.?.~.~~~.. in the County of ~~.~.~~.:?~Commonwealth of Pennsylvania,having died on the Z8.th day of 9.9.~~~19..7.9 ,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 anpuities 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes REAL ESTATE $ None JOINTLY-HELD 4,053 23 See copy of appraisement ..,, ".J053 235TOTAL 1 ESTATE INSOLVENT I <;:r 5 ..,.....-(..:::: GJ'2 :.S;'I 17 9'£I I 26'0 8 00'[T2a~J [0 2arras; 00'2 t 00'as; oO'~o:.roo I OJC{;S(1 O~·6 L1';(1 1 qCl'.~ I 1 00'... -~,. form~v~':fh t;::::~:.w~aCl'();d~~tla~:~~o~~~l:t~e~tis7~del~~~: ................lo...4'!.......(/I,J.";,:I.h,,.......':J&••:I7~ /.-..~,(NUmberan.o.t)CJi'-"'(3~..'.,,~,......................Pen ,""---'-_..~(Post.eel '.WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of COUDERC JULIA..........~. Deceased. Late of McDonald..············,·..······ Date of Death;Qg.t..9.p..~;r.4.e.,)l970).. Appraisemei!t Docket·Vol.,J..~.. Page,c2"g.1...~,s..N~..~?.~7.1.:~g.9).. Filed in Register's Office,,j Amount of tax due,$ ,..,.. .DEPARTMENT OF REVENUE t·, Received,( , Examined and Approved,.. Wrote abaut Appraisement,.. Appeal f,.om Appraisement,,..:.. Entered and charged,,. / .- .. "·',t .... .~."--'-~'~, Form No:RCC-62 (7-69)THIS FORM:REQUIRED IN ALL ESTATES WITH'GROSS 4LSSETS 1JNDER $10,000.UNDER SECTION 701 OF ACT OF JUNE 16.1961. EFFECTIVE JANUARY 1.1962.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) 6-3 ....~/-J/{).3 OFFICE OF THE REGISTER OF WILLS ..County of Wq.l3h.ington " .....~, ......~'?~!:~~?~.~.~rp!3.k;:¥;of ~~;r..Y?-.l):~Y..~:tF~!3:t.~.MC?1!.o.:q?-;L.q.~:.l?E?PA~I'-'. (Name)(Addre88).. being duly ..S:l!1l.QrQ .accordrng to law,deposes and says thatSJe is the __.s.ur.v.i:vj.ng__l(3nant__. . _ (E"ec.,Mm.,Legatee,Etc.) of the estate oL~~J:_~_~9..~~9:~_~~.L whose last residence was._~1J Y.§.),..1§y.__~t_..J MQP__Q.n£._1..Q._,__t :(No.)•(Street)'. _____~~_~~_~xl-_:r_~!.1_~~deceased,and that the whole of the estate of said decedent,who died _9_?_!_~g§_1 .J:3?_~9 , (Cicy,Borough or Township)(Date). "onsisted 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. ..~}~~-J r :.:'C .....,.(..~i~! J Real Estate Personal Property N ,\. Estimated Value 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. Jointly Held Property Estimated Value ALL th ,-, o McDonald,Washington County,Pennsy:h7 ania,fronting forty ()40) feet on thrrefrom,preserving the same width,a distance of approximatelyonehundredfortv-fram~dW~l~ing.Being the easterly half ~f Lot No.Sixteen (16), Sectl.on C of J.D.Sauter's Pl@n of Lots as r@corded Plan B 1,page 188. Julia COUd~~ING the sam~property conveyed by Julia CouderctoQ survivorship and not as tenm ·ts in cOmmon,by deed'datedAugust 25, 1967,and recorded Deed Book,Volnme~-pfd-i::l:a-f1g'-Ee~~J,-±~'-----------+------- Mortgage-Julia Couderc and Lorraine Somsk $10,000.00 5 000.00 to The Union National Bank of Pittsburgh McDonald Pa Principal balance and interest as Qf 10/28/70 '$.~~~~====~====~~~~ (1;2 t.her.eQ f $Transfers within TWO YEARS Prior to Death Net Value.•4,053.~ N o N E t{os5,D tl.1z. 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 RELATIONSHIP OF JOINT HOLDERS TO DECEDENT The U i McDonald,Pennsylvania Office 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 BENEFICIARYaninterest,vested,contingent 01'otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATEforththisfact.)DECEDENT LOY'l",qiY1e'Som~kv 341 Valley Street McDonald~Pennsv 1v an i a 15057 Daughter Yes H"..-,+-.-.,.,~- - I' \.. .... THE UNION NATIONAL BANK OF PITTSBURGH MCDONALD OFFI.CE McDONALD,PENNSYLVANIA 15057 September 21,1971 To'Whom it May Concern: In re:Mortgage loan Lorraine Somsky and Julia Couderc Please be advised that our mortgage covered a lot of approximately 40'x 143'on the westerly side of Valley Street,McDonald Borough,Washington County, Pennsylvania and that on the date of October 28,1970, the date of death of Julia Couderc,there was due on the mortgage a balance of $1,883.19 and interest in the amount of $10.36. Respectfully submitted, THE UNION NATIONAL BANK OF PITTSBURGH McDonald Office C.G.Williams Ass't Vice President and Manager CGW!gjf •! RESWENT DECEDENT.' DEBTS AND DEDUCTIONS CLAIMED $Funeral expenses paid1Hn,.",,,,.- Rogers F "4NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions ,,---:--:U~E::::B::::T~O::..::R:.:..._=:C~L~A~I..:::M:....___,--_,_-------=-N:..:.A::...:T:....:U:..:R:.::E=-..:O:....:F=-.:::S:..:.A:..:.M.::..:E=--,_...::.A.:..:M-=-O..::...U..::....::...N_T,-----jpTHIS COLUMN,iKEGISTER ONLY-""".1479 50 $/479 ..sf) Family exemption (will not be allowed unless decedent died residing with a spouse or children.)1500 )0 /.j~·oO 0 () John C.ROQ'ArR "at Law Administration Expenses ., Counsel fees •100 )0 I Fiduciary commission • OTHER DEBTS AND CLAIMS (.)See Note below The Union National Bank of Pittsburgh,McDonald, Pennsylvania Office Mer~y Hospital,Pgh.,Pa. Ralph J.Stalter,M.D. Oliver E.Turner,M.D. Gaydos Monument Company Ernest L.Butya,Attorney at Law Rental -Safe deposit box Hospital services Medical services Medical services Grave marker Civil Court Committment proceedings 5 00 -.s-OD 50 00 -5-0 o ~ 3)..-cc)32 00 50 00 ,-~1)[)b 203 00 ~D~~0 () ./' 213 00 .).I ~J '10 0 Harry G.Derbyshire,Tax Collector,McDonald,Pa.School and Borough Tax-1970 $161.84 -(1/2 thereof)80 92 Malcolm L.Morgan,County Treasurer County Tax -1970 $27.27 (1/2 thereof) 13 4 I ~1 St.Francis General Hospit al -Hospital services 1542 0 Total Note:The estate agrees to advise the RegIster of Wills if the amount actually paid in settlement of any fee,comm~'sion or debt is greater 01'less than the estimated amount claimed and allowed.~ \",_1 -r_J '"~ Subscribed and swor to before me 'CJ"~".~"~~'rig .........~.Z ,day of .... ,~.,,19 ..7l..~:4:~.Y?-.])-.~Y.Rt.:r~~.t ~.~~~~~.. -(Street Number) .....GE'"GETTE'D~Y;'NOTARY PUBLic'~"""""".~1.~~.~~~~.~.,...~~~.~~~.~~.~.~~...~.~?~?.. McDONALD BORa,WASHINGTON CO.,PA.(City or Town and State) In the event that any future interest in this estate is transfeITed in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life 01'for yeal's,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 'lriIE ~~GIST~R~W.I ~.J ' 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 ,cept as to th e items where a greater or lesser amount is set forth in.the last column to the righ.t in said s.chedUle above,which greater or er alount repr sents the srm allowed as a de~duction., Dated:~~~..~~~7.1..~~~.~n~.MAR1NO......~...t ,UA~.~.. •~~glster of Wills I r< 1-- r .~6.~...-'" / Form No.RCC-62 (7-69) ;; WillAdministration INo.. . . . . . . . . .Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF' Deceased . Late of ,,. County of «.•..•..••..•..•.•.;.••• Commonwealth of Pennsylvania REPORT AND APPRAISAL JOHN C.ROGERS Attorney at Law 1026 VVashington Trust.Bldg. Washington,Penna.15301 ,I I 1 I ,-;I 1'1".P"l:25"., I ,U RIJ:>,'I ,,'~,1::0 1:f.GIS'I L...J r ':,'iLL S V;1\SII \i'~,'-Tc,f~r;0..PIi.