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HomeMy WebLinkAboutOC1971-1161 - ESTATE OF MCCAFFREYFORM 67 REV.1-50 REG.WILLS Applirutiun fur 1ll:rtt:rrs uf Abministrutiun un t4:r J James MccaffreyEstate01 . late of ~~~..~..~~~.~,Deceased. Before the Register of Wills of Washington County Eva McCaffreypersonallyappeared . who,being duly sworn deposes and says that.J.~.ID.~.§M9..G..~J f..:r~.y... age.~~,having b.JJL.last family or principal residence at..~.?~9.~~.~.~:.~~.~~.~.~~.. (Street and Number) .....M~.~.~.1.~.r..~.~Yr.~.~.?~.~~.~.~~9..?~~~!,Washington County,Pennsylvania,died intestate (City.Borough.Township) at...~.~.~.~.~.?.~.~~~.!.~~..~,on the~.~.~.tlay of..~2.Y.~.~~.~.~. A.D.,19...7.1 ,8!t §J.Q.Q M.,possessed of personal estate to the estimated value $HP.:~.~g.!.~,and of real estate in the Commonwealth of Pennsylvania to the estimated value of $n.QP.-.~,situate .in .. The names and addresses of the decedent's surviving spouse (if any)and other heirs (including heirs by adoption)are as follows. RELATIoNsmp RESIDENCE Eva Mccaffrey Wife 175 Orchard Ave.,Muse,Fa•........................................................................................................................................... ....~?~.~g.~~.~~;~~.!.~~.ir..:p..~.~~.~~.~.~~$.T~.m.~qY.-.±V..~.1J~g~..I a~t~Y.~.r..l J)a • .....~.~9.~~!...~~~.9..~E~.~~.t ~?.~~.7.~.Q~g,p..~.~~Ay.~..~..f.....M~.~.~.~~~.~. .......................................................................................................................................... .......................................................................................................................................... .......................................................................................................,.. ........................................................................................................................................... .......................................................................................................,......................................................................................................• That deponent is over 21 years of age,resides at......}.?.~....9.~.~.~~.~.~...Ay~..~..l .....~~~.~..l......f.~..!.......... .................................................................................................................................................................................................................................................. 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 JQtb..~. day of..Jf.2.Y.~~~.~:r.,A.D.,197.J·. )(~..~_.. REGISTER COMMONWEALTH OF PENNSYLVANIA }SS. WASHINGTON COUNTY,. And now ~g.y.~.~Q~.~J·JL ,19 7l.,comes ~y..~M.g.g.~.f.f.r..~.Y.:.. who being duly sworn doth depose and say that.~.b.~will well and truly administer the goods and chattels,rights and credits of...J.a.me..s .M.c.C.@.;C.f.;r.~.y.,deceased, to the best of....g~.~....skill and judgment in striot compliance with the laws of this Commonwealth,mind- ful of the laws relating to inheritance taxes. da::~_:~Q~~:;~i:~..~~~.:..~~~~-~~:~1:::::::X.~....h1~_........_.. :::l2~~~::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: REGISTER ------------------- &3-7/-11'1 APPLICATION FOR Letters of Administration ESTATE OF ·············..·..·····;·..··..······D·~t:S~d··..········: . R $.. I ...\..........0 ()/\Letters.......................................7r V P $. l -l --r1 . . .$. ...$.!/2.Q............... Extra Alias \. Certificates u. Renunciations \./$.. ..........~\I••••••••$ . J."I .-1 _.ro,. z c' -,.~,i;-. g :::~:-:Zl ~r-Z ""Or-o:l>(f) --'1 r--,--' ~'"=z: <:=:> .:..r.:-LV • AI /!L......-Att~;~~y................../..y../..,v ~2 I, Estate of late of .~a1?~.s.N.I?Caffr.~!..""""",} No.")il11~~,Deceased .,..of 19 ..." KNOW ALL MEN BY THESE PRESENTS, That we,.~.Ytil M.C.QI3:J.f..r.f3.Y ~..~~.rJ.!l.q.i.P~.+~.rld l!.n..~.~~,~~~~.~.s...,~~.~~.~.~.~.r.~?~. .......i:}.ll[l.~[i.~~X.Co.Ba ~.~~1l1.():r.~..'It.1.~.~~~~~.~Y., ,"... 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 .,...Ii',~\T~".I:Il:l~c1.~.E3.c1 ....."...."".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 1.P:t).1.,day of ,~~'!.~.rn.'l:!.E3.~"A.D.,one thousand nine hundred and Sev.en.ty"One ,.."".", THE CONDITION OF THIS OBLIGATION IS,That if the above bounden ........rIx ..,..~v~Mc.C.l;l,ffr.e.y ,. Administratot 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: ~tntrmrttt of ~urdtt 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. Co. r .,..............................................................................·--..-....-·---·-....·--·---f-- Street P.O. &tntrmrttt of ~urdt! 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. ................................................................................................__-. COMMONWEALTH OF PENNSYLVANIA,} SS:WASHINGTON COUNTY. Street P.O. 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 that 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 .. fo3-7 /-/I~/ ~~1 No.__~_ A~miui!itrutinu 1Bnu~ IN THE ESTATE OF ---..J8.m.ea__Mc.C8_t:r.r.~Y_----------------------- And now _NQY.§.mlH~.~J5 _,19..11:.... Bond approved and Le.tt§rs issu~to :-:=:-:Jl;rn ::c __ (J;C)c 6 1-- ----.--.------Eva:MCCaf.:f.ra:t=------c-__.-------..-----z -~~._~;f =~~r -J1 -i:;"\-1 -------.wh.o::_w.aa__dul;v".cguaT1-f.le.a.. -il .Y ~::= '-.J .-."---i.o :::::-;: ----.----.-------R~Si-l'l---Ma,I!i~u)---...---------.-... 1>c.n U ..::::-Register •(.A.) Bond Book .--..-6.4------Page _.~_9.J.. BADZIK PRINTING ~9 DONORA r ! .~ i' ... OFFICE OF'THE REGISTER OF WILLS Form No.RCC-62 (6·70)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER SI0.000.UNDER S,TION 701 OF ACT OF JUNE 16.1.61.} EF'I"E~lYE,JANUARY 1.1"2.(PILE IN DUPUCAT:WITH ~OPY OF WILL ATTACHED)i3-7/-//h / t ,. County of Washinq:t.Qo . . ..E:v.~.MGCMfMY 'of l1.S.O.t:ohard..st ,..Muse.,..Pa•............. (Name)(Addrell8) being duly !?.W9_+:D-.according to law,deposes and says thaA1e is the.._~g~:ni.!?t;X'.~:txi~. _(Exec.,Adm.,L__,Etc.) of the estate of ._y.~!!!~~_._~9_g~_;~E.~Y_.___.___whose last residence was._.:1:Z_?._Q.~gh~~.9:__.s.t_u---...__.__.._..__ .(No.)(Su".r> _.J1\!_~_§.L_.J?~~.._..._. ._.__..__deceased,and that the whole of the estate of said decedent,who died __._J.J,::~_::1.l ._.. (City,Botough ot Township)(Dare) 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 NONE Estimated Value Personal Property edan 500.00 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'f account at the date of death and the type of account,account number and the exact name or names il which the account is registered.x r-·-~--~--~,"-~-,--,----,-.,~,--- I I Jointly Held Property \. NONE \._~~~.",,_,,",,"_H._-..., Estimated Value~. iir j Transfers within TWO YEARS Prior to Death NONE i-----------------------1-- ! I_________________________L 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:-NONE NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED -,RELATIONSHIP OF JOINT ____I_N_W_H_I_C_H_D_E_C_ED_E_N_T_R_E_N_T_E_D_A_S_A_F_E_D_E_P_O_S_IT_B_O_X I-I_N_N_A_M_E_O_R_N_A_M_~_~_~LDERSTO DECEDENT ----------------------------_._------------+------_._.-.-- 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 F.va ~~.Widow Yes ------100% \ 1----- I I \, DEBTS AND DEDUCTIONS CLAIMEDRESID,ENT,DECEDENTt NOTE :/List first five items in the spaces so provided,obseTVe notations thereon,and instructions. 'l DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~EGISTERONLY Louis N.Sollon &Sons Funeral expenses paid $2.000 00 $ Eva McCaffrev.widow Familyexemption (will not be allowed unless decedent died residing with a spouse or children.)1 500 00 Russell Marino Letters 10.00 13 00AdministrationExpensesXnh.Tax Ret.3.00 Georae J.Modrak Counsel fees •25 001 Fiduciary commission • OTHER DEBTS AND CLAIMS (.)See Note below I ~ I I I I III .,, Total $3,538 00 ~jJ8.0 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater or less than the estimated amount claimed and allowed. .M\l.e~,..l?q..•....:J,..$;3)~Q . (City or Town and State) ..l:;Z.~..O:r:cbard ..st•......................... (Street Number) Subscribed and sworn to before me this r"<. 7±lL/&;/~f,';~p.1975...............q;:ORGEl;,·iL·.······1(~. {CI~11t ',o3!.!..rc.'H .~ W l .;;:'ll....';~mN;::'T'~i~...'======MY~.CO~M~MISSfO;~EXPIRES MAllS.1976 Having been duly sworn aceol dmg to law,I do hereby certify that the above appraisement is made in conformity with law on this ............./t?a;:;day of .~~~.:.l.~..~Appraiser In the event that any future interest in this estate is tl'8nsfeITed in possession or enjoyment to collateral heil's of the decedent aftel'the expiration of any estate fol'life 01'fol'years,the Commonwealth hereby expl'essly resel'ves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF ;r1tE'¥~GISTJi:R~OFI LS 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 deponent c as to those i ms where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or I I'm01t repres s the sum allowed as a deduction. Dated:MAR.~.~.191$RU.SSHL.;1lJ.\;~IN." ..~.\..1...~.~~~,..~. Registerof Wills -~~.// Form No,RCC·62 (6·70) WillAdministration INo.. . . . . . . ...Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF JAMES McCAFFREY....................................... Deceased Late of ...Ml,1s.~•.?q P ••••••••••••••••• County of Wasbingto.n . Commonwealth of Pennsylvania REPORT AND APPRAISAL 'V d ..C:)(i"~I \\\S~n,!\ :)TI\;\\.',\.;~\J3'J C''\.'\,:"',Sn':~ ,,'11:,;-'••...I~ ". '. GO \'\\,\\".! !....u'rJ~\SL~ \ RC C-81 (6-73) I , COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING or APPRAISEMENT EVA McCAFFREY (Executor or Administrator) IN.YOUR REPLY PLEASE REFER 1'0 Inheritaflce Tax Division J In Re:Estate of J_AME_$_"_M_c_CA_F_F_RE_Y _ WASHINGTON County -Fi Ie No.__6-=--:3_-".:-7J._-_l_l_61 _ Dear Mrs.McCaffrey: Y h b 'f'd h h originalouareereynotlIetatt e --_ appraisement in the estate of JAMES McCAFFREY has been filed in the office of the Register of Wills of Washington County on March 10,,19 75 ,Said appraisement reflects the following valuations: Real Estate _ Persona I P roperty-__,_--,5;,MO.AO~.,..I"O~O~_ Transfers _ Jointly Owned _ Total --"'5=0-"'0......,00=-=-_ 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 this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72~S.2485-1001,P.~_r-r . Date ~3-/()---7,j Signe~~~....-..---- Title ~~~JL.. DATE OF DEATH:NOVEMBER 3,1971 Note:This is not a bill. ESTATE INSOLVENT 'j ".=1: ,.' ....... -~ -' " .. ,> . ~.~. j.10'., '. •<- .1,1.....1...... "~"~:~i..·.·~.~':O.O ..J·':1''1/("';'J:.2f~"[O b\.o'o 1500.00 13.00 25.00 15'38.00 T J ..,; -.., ., " -:,, "l..".'" "I ~', 5 00.0.0 5.,00.00 S . 5 O~O .0 0 i_,,. .. oo.co( r,. :L. .Lmj:}).i.'!O '~..l ..• ,.,, ," "'t_ ..-:- ." ..."'\.'i' / ~:.~., (;..,.~ ,". RCC-39 (5-68) CdMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of McCAFFREY,JAMES (Last Name)(First Name) DATE OF DEATH 11-3-71 (Initial) FILE NO.63-71-1161 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_A_S_H_I_N_G_T_O_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"• ../~~Dated:4:'---/0 -1\7 ~~ iNERiTANCETAXAPPRAISER REPORT OF THE REGISTER OF WILLS ••MAR 12 190BUSSELL ",','".Dated: 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 as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F"ich greate or lesser amount represents the sum allowed as a deduction. 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 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+-- Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $-----------t-- Tax on $-----------t......,-- Tax on $-----------t-- Tax on $-----------t-- Tax on $---------4-- Exemptions========I== Total Estate ......,-__--l-__ TOTAL TAX 2% @ 5% 10% 15% * COMPUTATION OF TAX $-------+-- $----'------+--- $-------+-- $-------+-- $--------1-- $l....-_ (*)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 m'onths after death ::::::::::::r== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $----l AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $---IL- BALANCE DUE $---ll- Add interest at rate of 6%from t= ------tto-----$--------l' TOTAL TAX BALANCE $-----~ PAID $-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 .~ MATTER OF THE APPRAISEMENT OF THE ESTATE OF JAMES>McCAFFREY Deceased Late of }1l]SE ,.. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL .,.) \/ " .' '- COUNTY _....;W!.!.:aaSgJ:h\L.d.!.l·n~"o~+.·.,n.LU.""-I FILE NO.__6.;;;..3_-7.:..;1;;;..-..;;;;1,;;;;,16,;;;,:1~1\ RCC-2 (2-64) '\DEPARTMENT OF REVENUE BUR~AU OF COUNTY COLLECTIONS •HARRISBURG,PENNA,17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE MARCH 10.1975 Whereas,....:..J;:.::AME=S"-"'M:.::;c.:;;CA:.:;F:..::F:..,::RE=y'---late of MUSE in the County of W__A:.;:.S__H__I=N__G:...:TO~N'--Commonwealth of Pennsylvania,having died on November 71the3rddayof19_,seized and possessed of an estate subject to Inherita~::":ii~md~1the4.~s of th:Commonwealth of Pennsylvania; Therefore,I,·M J ""..A..--<::..,an appraiser duly appointed according to law,-r 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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ PERSONAL: See conv of annraisement 1:)00_00 ESTATE INSOLVENT -., I ., r :I. .. 1 Having been duly sWjArding to law,I do~tif~./hat the above appraisement is made in caE.:.-- formity with law on this tJ day 0 .A .-...--19..:zs-:. L./-h,.,.p ~I~ (lL..J.7t-~.J \0 A -/./nr fl lL~:raI8er CJ:P~T-:mber~~1)0 -----....-~OftIee) ,Penna. . WASHINGTON COlmty II, '.- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JAMES McCAFFREY Deceased, Late of MUSE Date of Death,NOVEMBER 3,1971 Appraisement Docket Vol.,_3.u801.::-:::..-_ Page,223-8 No.63-71-1161 Filed in Register's Office,March 10,19.2.5...- Amount of tax due,$_ DEPARTMENT OF REVENUE Received, Examined and Approved,_ Wrote abo.ut Appraisement, Appeal f"om Appraisement,_ Entered and charged,_ ~.. /' .. "