Loading...
HomeMy WebLinkAboutOC1971-1114 - ESTATE OF MCCULLOUGHCou nty -Fi Ie No._~--,,'~----=-f'...,;4_'_",,_UA_:'..::...'_ RCC-81 (6-71) In Re: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT (Executor or Administrator) Estate of wuu.reCtl1lou,th 'W.~ IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division )' Dear ~9.ttttt " ,You are hereby noti fi ed that the----w:nA~.,.'''"',--,',-::::',-'",,'",,'....,--.,~=-=-=,..,,-----_ .appraisement in the estate of WIlUl.~."ft·...,_ has been filed in the office of the Register of Wills of '' County on ~2.,19--=..1l Said appraisement reflects the following valuations: Real Estate 2.t2.::..-·_M_,'_.._~_._ Personal Property _ Transfers _ Jointly Owned -'-~~~~~---- Total I;~IO_=:..:,:..:::.~__=_.11_.:..::,::......"_ 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 __V_'-_.'_tm»_,_,'_St_a._'.'_'_,"_'_l _ Note:This is not a bill. Signed ~~~""""'.<7,-:,---,~~f,1AA;'4~/).,(-1/A~~/. Title __~_._,_'"_"_a_._~_,,_._'"_'t_,'_A_'N#_"_"~_"_'_'......;1_, .'"RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of McCullough"William. (Last Name)(First Name)(Initial) DATE OF DEATH 5/1/51 FILE NO.63-71-]J J I,j REPORT OF INHERITANCE TAX APPRAISER Dated:--=D~E~C=EMB=ER"",,--=2.L'-,,1!:..<9~7=1 _ 1,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_A_S_H_IN_G_TO_N _ 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". 2;.~N~~.~k .J1.,L.</~ INHERITANCTAX APPRAiSER' "LA...\~ GISTER OF WILLS Dated:DEC 3 1971 RUSSELL MARINO REPORT OF THE REGISTER OF WILLS WASHINGTONI,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",.greater esser amount represents the sum allowed as a deduction.. -i .CO T .....-')....k -,1.....:._.J .1 • :.-::5 .-::T 7'.?R'i 7] 2,285 71 L..8'ilL Ql LVENTSO Ij12~'>_n .. 2,285..71 1..85lJ....91 ESTJ TE IN VALUE AS ~EPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$----- CLEAR VALUE OF ESTATE 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) ~,j 5 l.;.91 - Valuation of life estates or .."'.....-----_._--------"--== "J~.~t ••9 ~ '."5 1·.C1 ~S .:f)-::!r (':"I' .)1 ,..-I •.•}... .0 CJ T (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. ___c $ t=- $ $ C $ COMPUTAnON OF TAX $--------+--- $--------+--- $--------1-- $--------+--- $-------+-- $====~ $-,....----- $======= ___----11- TOTAL TAX BALANCE :-----.....1- PAID $----'_......JL BALANCE OF INHERITANCE TAX DUE 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 ------tto----- Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death TOTAL TAX FOR USE OF REGISTER ONLY Tax on $-4__2% Tax on $--+__6% Tax on $---------4--5% Tax on $l~ Tax on $(is%1ExemPtions=======~==~Total Estate -l-__ 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 . MATTER OF THE APPRAISEMENT OF THE- ESTATE OF ..w.lLLI.J\J.1.1'1<:C~:L9118h . Deceased Late of ..CANONSBURG i f·, i' '\ \ County of W.i\$IUfIP'!'ON Commonwealth of Pennsylvania REPORT AND APPRAISAL .." I ~ I ,. ,) c0' FILE NO•.63.~7~~lm .. NTY WASHINGTONCOU .. Form RCC-2 ....DEPA~TMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE DECEMBER 2,1971 William McCullough CanonsburWhereas,;late of g .. in the County of ~.~~~.~.~.~Commonwealth of Pennsylvania,having died on the l.~t day of ~y.19 ~,seized and possessed of an estate d hI fhC I PIsubjecttoInheritanceTaxunert e aws 0 t e oinmonwea th of ennsy vama; 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 life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit Appraisement IDescriptionofAssetValuesMadeforInheritance Tax Purpo..s 'REAL 'F.~'l'A'l',E $ see copy of apptraisement 2,285:1m. .- ESTATE INSOLVEN'll I , I I form~;V~~bl:~::lrhi:w<>l"lla:rt~~=:~a~O~-:;;~~;0~1~~r~ k#,!Qf,,_(;~fill,~)V~~'~:C;::o;"';;"""Pe a. WJ\,~HINGTON .County r' RESIDENT INHERITANCE TAX APPRAISEMENT Estate of WILLIAM McCULLOUGH Deceased. Late of .......CANONSBURG.. Date of Death,..:..M:a.:y...+.,.....+9.5.:l,... Appraise/nellt Docket Vol..3'.~..,. Page,;l.,g..g ...=....~...........N o....~?.:7.~:J.}.J..~ Filed in Register's Office,19 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,. Entered and charged,. I''" (. ;' Form'110.--;~C~(6~O)·THIS FORM REQUI~;~~N-~~~'ESTATES WITH GROSS AsiiETS UNDER '10'OOO'·~;~;~~C.;~'~~~~FACT OF JUNE 111.19111.J'l EFll'ECTIVE JANUARY 1.1982.(FILE IN OUPUCATE WITH COPY OF WILL ATTACHED) :..~/,._'63-/)/-///J-J~OFFICE OF THE REGISTER OF WILLS // County of Washingt.Qn.' . .....A1j.~.e..JVI :e~.c.~of CanQnsb.u.rg ..•.Pennsylvania . •(Name)(Addreaa) being duly ~_~_?::~..according to law,deposes and says thatEhe is the __In.fQr_manL ._ (Exec.,Adm.,L__•Etc.) of the estate of_.~~_~~_~~~__~~__Q~~!~_l:l_gP.:whose last residence was C_anQJJ._s.tmr.g . _ (No.)(Street) ---------~~-:----------------------.-------------.deceased,and that the whole of the estate of said decedenr,who died ~_~':.Y.__!L.!.~_~.!._(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 Estimated All the undivided 1/7 interest in those two certain lots of Value ltround situate in the Third Ward of the BorouQ'h of Canon~'h .~~ Washington County,Pennsylvania,being known and d~siltnated as Lots 278 ann 27~r."nf)n~hl1rO'T.."nn ."nn TTY'lnr r'~~~~Plan L -oJ beinQ'recorded in PB 3 naQ'e 48 Said lots Wf>rf>solo to M F.Kl1~hlri ~~ et ux,by deed of Daniel McCullough,et aI,dated ,1970 and recorded in Deed Book page selling price was $16,000.00 (1/7 of $16,000.00):k??RS 71 ~ 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.x --"-~-'--~'-~-~~-~-""-~----------------------------~~-----.,,.('...~.....'-'- Jointly Held Property NONE Estimatea Value ~. .' - - 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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT 'r'NONE-:;---------rNONE.'NONE .-.--._.---------------,-,----_.- - 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 Daniel J.McCullough Brother Yes Residuary Granville,W.Virginia Rose Ann Parsons Sister Rpi=:i-" Allenport,Pa. Alice M.Beck Sister Yes Canonsburg,Pa. F,llpn l\/T,-.r'"ll"IlO'h Sister No Residuary ~"John P.McC ullouQ'h Brother No "Irene V.Ferguson Niece V~'9 "Charles E.Ferguson Neohew Vp~ "Daniel L.Ferguson -n.T VPi=:L'IIe JII~W I'Rose Marv Howitt Nip,-.p Yes Georgette rohr Niece Yes " RESIDENT DEC~DENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided observe notations thereon and instructions,, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN IttEGISTER ONLY Funeral expenses paid $$ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees •I Fiduciary commission • OTHER DEBTS AND CLAIMS (.)See Note below Commonwealth of DPA Judgment at No.246 4854 91 1-/l'j-r:'1/ Pennsylvania September 7,1968,A.D. I '1 Total 4854 91 ~.)<:jJ-'t ttl 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. Subscribed and sworn to before me this ..i.~.'k:. ....~Q.Of. . . ...~(..•...':'~'k,,_L""f).;ex.. Wushington.Washington Co ";Ii Pit. My Commission Expires June 10,1972. ···~2Z2£~ani 6 S.Jefferson Ave ...............................0·.··.·0·. .(Street Number) ..<:.~~<:>~f??y!,.g!..~.~:..~?~.1.~,. (City or Town and State) Having been duly sworn according to law,I do her~icertify that the above appraisement is made in conformity with law on this.-,/o<J ('~.....................~day of ~dk~/,19...2/. ...~..&~. ApprAiser In the event that any futul'e interest in this estate is transfen'ed 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 collateral rate on any such future interest. REPORT OF THErRfPIST~R9F WI LS I,the undersigned duly elected Register of Wills in and for .....':-..)t:~r;-t.<-f-,;"."'--""'.'-.-.-.-..-f.'!.u"nty,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponentye ce as to those item where a greater or lesser amount ::~o~~.i~~~a~t.;I~;9;~h;~~~~nl~~:::;~I:ab"'.whi'h ,'<at,,",I~~~.~~l ..::~T C~~.. Register of Wills " Form No.RCC-62 (6·70) WillAdministration INo.. . . . . . . . . .Year ..... IN THE :MATrER OF THE APPRAISEMENT OF THE ESTATE OF ..:W.i;I.H~N..JWr9<;:.l1P'q~g~.,. Deceased Late of Canonsburg,................................ .J " '~. .~ "/...::J :1c r,~-' <) I(~, REPORT AND APPRAISAL.r---.. -0 r-c5:t>-efJ Common.wealth~ofPennsylvania..-'" .~~.'-~...~..':t...-~.C~unty:of .:'Y.a:~J:if!:~~m .-.-:..-=;':'1!':~. .i I· I f I! f, t, i,, I( Howard O.Stevens,Attorney