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Home My WebLink AboutOC1972-0017 - ESTATE OF ENTWISTLERcc-n (9-68) COMMONWEALTH OF PENNSYLVANIA ;DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT j DATE ....:l-a?.f:,--77 APPLICATION (MUST BE FILED IN TRIPLlCAT~) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for consent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: (a)£'(>0 (b)Ydl<...l:>lS &aLcJlU1T10!l/(c)(!.eM",,-nc,J (NOTE:In 4escribing securities enter in (a),ab CNe,either the number of shares of stock or the face amount of registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated .interest rate and maturity date of registered bonds.). ~ ISSUED ON_~7_-...::::02=d::.....·....:.7~'/,and having a TOTAL MARKET VAilUE OF $-!/~'--.:...O---!tJe:....'_ (Date) as of the date of death of the decedent,....J.,HAJ G-IAI{.,4t.rtm (Name of Decedent) ,on __/_O_--=.4::....;o,-'--=/c--/_ (Date of death) who was late of •/~'S"DA i(.W oQ.1) •(Street and Number) /1)c./f}lJ.1l.(J~Y (Post OHice) W,ts /1/;1..1<0 (tJ,J (County) h'NNf1. (State) The securities are registered as follows:JoN-A)<0 IIIJColLlHn ~f::Vc.LYiJ :::E:N~'=-"G",-,·IIa.=A-'-'~LL1 _ (Name or names in which certificates are registered) ADM INISTRATOR):_-=G.=-=-.v-=-1:-=L:.:..y..:.:,J=-----LP-=..L::!.tJ::.c<,;£.:I-I~~<.!..A,!..!I':.:.,n!.____L/i'?~c.."'_'IYl_'_'_"'U~/l.=:!"~'i.,,.~y_-!~....:A:-!--_ EXECUTOR)(Name)(Address) NAME OF APPLICANT E.ve:-LyAJ P "LvfQH I!..AtYl /~C)4lo!..wooO R..D COUNTY FILE NUMBER&3 -")v?-,-/ADDRESS OF APPLICANT"/T7C/rJu-t<~A)I PA 1S".317 BUREAU FILE NUMBER SQMe SIGNATURE OF APPLICANT du..t.4 ·n,J~-!J~~ NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPUCATi6N,ITWiLLNiT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE 29 March 1917 I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. Signed for the Secretary of Revenue BY~=(Signature), Register Washington (Title)(County) ·., r Ii}r-.;t:>(;'i -.....J.- Form No•.R.CC-62 (4·71)THIS FORK REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER tl0,OOO.UNDER SECTION 701 OF ACT OF JUNE 1••1ge1'J EFlI'EC'I'IVE .JANUARY 1"1982.(FILE IN DUPUCAT£WITH COpy OF WILL ATTACHED) '_\I"I".-........-,--•• OFFICE OF THE REGISTER OF WILLS !P3 -1;)-/7 Mary Jane Entwist Ie and County of.Y{~~A:iJ;lgton :. .aCil;r:t;1}~..E~..EJ;l;t.wi~.tle 'of .R.•..D.•..1.,..Venetia,..Pa;o ..15.367 . (Name)(Addreu) .5367 971 ed DENT. WNERS. eturn, by the ancial dent's mes inx ..according to law deposes and says that:JmalKmx..they ~re ~'t sllXviving--jointswornbeingduly-------_.._.._.._......_..-_.---_.--_..-,----Exec.~A m.•e8aree.Etc.ftenants /of the estate ofw..iJ_liaJn__.c._..__.EJlt_w.i.-~:t_l(:L ________.whose last residence was __R...__n____l~___V.ene_tia.,.__P.a..___l .(No.)(Street) --.----------------__..______________________________deceased,and that the whole of thj~~~;of said decedent,who died _~?~_:____~~_~___~ (City,Borough or Township).(Date) consisted of: REAL PROPERTY REAL'PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECE Wf{ERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER 0.. Real Estate Estimat Value None \ \ Personal Property None NOTE:You may expedite the processing of this return by filing with it,and as a part of the r letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed decedent as of the date of death.Such letters must be eigned by a responsible officer of the fin institution or mortgage holder and indicate clearly amounts of principal and interest in the dece account at the date of death and the type of account,account number and the exact name or na which the account is registered. Jointly Held Property (a)Checkin~account No.00-424129.Union National Bank of Pittsburgh. opened 4/25/61,in names of decedent or Mary Jane Entwistle,siste , Death balance $1 638.80 fI i.t. Estimated fl'alue .,,--.--,. 819.40 (b)Savings account No.438,Fort.Pitt Federal Savings and Loan Association,Pittsburgh,Pa.,opened ~/~/57,1.n names of decedent;.~ or Mary Jane Entwistle,sister.Death balance $7,431.97.0 '3,715.99 (c)Savin~s account No.565.106,Dollar Savings Bank,Pittsburgh~Pa.~ opened 3/8/63,in names of decedent or Mary Jane Entwistle,sister'dK Death balance ~7,845.49.3,922.75 (d)Savings account No. Association,opened Entwistle,sister. 7X23,Mt.Lebanon Federal Savings and Loan 773769,in names oI(fecedent or Bertha E. Death balance $16,465.23 0,.8,232 •62 6/~;:h,i?c 16 ~690.76 Transfel's 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 anotheras 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 None - BENEFICIARIES ;;··i RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (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 Mary Jane Entwistle ~;!=:+'AT'VA!=:.,Joint tenant Bertha E.Entwistle Sister Yes Joint tenant "'"r.:'., "'... NOIl'E':'"L~t first five items in the spaces so provided observe notations thereon,and instructions., DEBT OR CLAIM NATURE OF SAME AMOUNT THIS ,COLUMN ~EGISTER ONLY Edward B.Laughlin,Inc.Funeral expenses paid $2,060 53 $ 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 S.White's Sons Monument lettering 53 56 Washington Hospital Last illness 441 20 It. Total 2,555 29 J>2.&S~ RESIDENT.DECE;DENT DEBTS AND DEDUCTIONS CLAIMED 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.'~--R ~.~~.JZ...., Subscribed and sworn to before me this.......~.~.':"....~flC!ftXdmKiJmllC:«xx ......~.~day of tl~~.~~XY.,197.~..~~~~~.~i~~D.:~.i~~..~.~~~~~.~. /7 ).(Street Number) ~..(2..0c...c...c,...-.l:lt...-lO~~••,••L:/~A~N'''N()TARYPUBLIC 15367-LOU\SEL~CARSON;.N co PI\..'Y'~~~'~~'~""~~.~..WASH\NGT~N,WASH~~~riE.PT.i5,1973 (City or Town and State) MY CONlMIS3,BU UPI Having been dUlyswol2Z'ding to la/,I 0 ~.~'ebY certifr,t~at._the above appraisement is ~e in conformity with law on this ................/~day of ~,19 ..7 .. ~:;J1.~..~. Appraiser In the event that any future intel'est in this estate is transferred in possession 01'enjoyment to collateraJ heirs of the decedent aftel'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. ...:J.A.N.~~.l~.z~JW~~~.L.~MARINO .Dated: REPORT OF THE R I,the undersigned duly elected Register of Wills in and for .. report that I have allowed debts and deductions in the amou claimed by depon is set fortll in the last column to the right in said schedule above,which greater 0 -.y r·... .. \ Ie ·tt Form No.RCC-62 (4-71) WillAdministration INo.. . . . . . . . . .Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF WILLIAM C.ENTWISTLE............................................................................ Deceased Late of :P~.~'?~.~.r.Q'YP13.1}j..P . County of Washington........................................................... Commonwealth of Pennsylvania... --l :::::::J~ j.:,;..-rrl --' REPOR'P-=:AND:APPR·AISAL :::(f)c:- :;~-1':• :; i-,. ,.~.... ~r'oJ. '" (:;-'>i--"_.0 -' (._).,-~ ::;::~~ (-:i ~,..,-.~.. 0-':: r---'~u r C>(t; _I ":J .J .......1 '"..-,1 SAMUEL GOLDFARB ATTORNEY AT LAW 514 Washington Trust Bldg. Washington,Pa.15301 RCC-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 J ~aRY JANE &BERTHA ENTWISTLE (Surving Joint Tenants) (~~llE(iUHtH In Re:Estate of \iASHINGTON WILLIAM C.ENTWISTLE Coun ty - FileNo._--=-6.:::.3_-..:..7=.2---:1=.7-=---_ Dear Miss Entwistle: You are he reby noti fi ed that the__-----'o,J..Ir....jl..jg::,-.].J,..·nJ..L.a.a...L]----------- appraisement in the estate of Wi]]jam Co Entwistle has been fi led in the office of the Register of Wi lis of 'ia sbj ngton County on January 12 ,19~,Said appraisement reflects the following valuations: Real Estate _ Personal Property _ Transfers -:::--=--_ Jointl y Owned -'1"=..:6~,6~9~O~o!.....7.!..:6~__ TotaI ...L]-1.16-+,-1.16.:::L9.u.Q o ......76u--__ 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 ---.JJ~aH,n"uUalnlr~)'f_r~1&.-.2~,_1L-9~7...2__Signed _----"'-F~RA~N~C~E.!:!.S~LE~O~_ Title CHIEF APPRAISER DATE OF DEATH:November 19,1971 Note:This is not a bill. L-- /' R CC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ,'. SUMMARY Estate of ENTWISTLE,WILLIAM C. (Last Name)(First Name)(Initial) DATE OF DEATH 11-19-71 FILE NO.63-72-17 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of W'ashington 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 itern in the last column to the right in Schedules "A","B", "C",and "E". Da"d,JanJIary 12,1972 ~~-£;;;'-/A! INHERITANCE T X APPRAISER /'' REPORT OF THE REGISTER OF WILLS REGISTER OF WILLS ~r{Dated:~JAN 12 197..2RusSELL MA!~JNO I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania"do respect- fully report that I have allowed deductions in the amounts claimed by depone etas to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "E ,which grea er or lesser amount represents the sum allowed as a deduction. VALUE AS REPORTED VALUE AS APPRAISED $$:.--------l~- I I' 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 14 135 47 14 135 47 VALUE AS REAPPRAISED $-------+-- Valuation of life estates or COMPUTATION OF TAX $-----=----+--- $--------;-- $-------+-- $---~:--::-;:-=-+=- $~2~'~20~:lo!..r''''''-- FOR USE OF REGISTER ONLY Tax on $2% Tax on $6% Tax on $5% Tax on $10% Tax on $14.135 47 15% Exemptions========I==Total Estate -I-__ TOTAL TAX $ (*)As evidenced by Charitable Exemption Certificates issued 2.120 .l1 by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :==~2~N~~~~2~t===Paid In Full on January 7,1972 BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $---J AMOUNT OF ESTATE TAX ASSESSED $__~_---jL- Estate tax paid $----IL- BALANCE DUE $----~~ Add interest at rate of 6%from t= -------l.to-----$---------<, TOTAL TAX BALANCE $------.1 PAID $...J 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.JW~· Will (...No.Administration IN THE Year .MATTER OF THE APPRAISEMENT OF THE ESTATE OF WILLIAMC.ENTWISTLE ... Deceased Late of . County of VENETIA WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ) f" l;~onn !lCC-2 • rDEPARTMEl\~T OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT I DATE J..~.ny..~.r.y l.~..,1..~7?1 .COUNTY ~~~.~.~.~.~.~.~.~..~1 FILE NO..7 §..3..::..7.~.::.17... William c..~~n.t.:w.i..~.t.l.~.................late of .Y.e.~.~~Ja ....Whereas,........................................."....................................... in the County of ...............................~~.~.~.~.~.~~~.~.~.............................................................Commonwealth of Pennsylvania.having died on the ........................1.9.....t.h................................................day of ................NQy.~.m.p..~.:r..............................19.7.1....seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I...................F.r..a..n.c..~.$......L.~.9.......................................................................,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ JT.HELD: See copy of appraisement filed 16,690 76 I 'l'n+!11 1 fl fl(l()7£\, .- form~~~fh7.:::I:h;.w<>rll~~~I~~:~.~o~e~~b~~~~h~·;~~~':~2nti::d~ A er·....······························/···..2·············............................................................................ ~.umber and Street) ..............--:::........-............................Penna.. -d -(Post om"e) ....................n ......., .-/WA$BJNQ'rQN County RESIDENT INHERITANCE TAX APPRAISEMENT .Estate of WILLIAM C.ENTWISTLE Deceased. Late of ........VE.NET.IA . Date of .Death,~qy.~.II:l:t?~.J;J.~y.:L..Q.7.l.. Apprai"m,,,t Dock"~.,:3,. Page,6.3.7=No...J?.~.~.7.~.~.:L..7.. Filed in Register's Office,..Ja..n .•.....12 19.7.2 Am,ount of tax due,$. DEPARTMENT OF REVENUE Received, Exa.mined:and Approve,d,:":. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,,. Entered and charged,. I .. 01\?o 6 0 5 3'oJ 5 3 5 6 44-1 2 0 2 555 2 9 ~:e ..t...~l' i~",~~.""""""""".,••"""",."••"."A.Ao~A..A..A...a...................~................. 1 6 6 9 0 7 6 2 h 5 5 2 9 1 4 1 3 5 4-7 .t.'j' ~:~ Itt.tt••to·ttet'.++••~"••~IUA.L~••""'''''.''''''''''''''''''''.'''''''' No·8 QlRE:c=c'::;4:J:(BQ:'6sB}:am!JIlmI!!!!:lDIla:m:DD~:DlCiJ:::8!:mmJi::I!m:Jmmi:!!m::m~!lCID::mll:j:m~!if!3lnUl23I01CEJ:::t!!!1lJ!:!L~~mEO:::B~J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE45802OFFICIALRECEIPToPENNSYLVANIAINHERITANCE AND ESTATE TAX RECEIVED1\«>THOUSAt,ID FOUR:I'EEU and ,,0/100 J.IAR!JAIi£ENTWISTLE &:BERTHA.E,l1nfiSTl.EFrom:.,•• PI H?t ....,._••t •.,Ir tn.ts 11 representing Pennsylvania Inheritance or Estate Tax due from the following estate: dollars 2%Tax on $$----------11.:11 6%Tax on $$----------1111 File No.6;3M72...J7 Date of Death-J.J,:!i~'AI-:.I--_-l Date of Payment --~:lftl~r':f...q.r~~~-------j Name of Decedent ---:~L'L;IAM--s,rl!!rN:l~~W&------1 Cou nty ------tihf.»iJEHtift7N----------i Remarks: J110, --.I -I<~JJ r. %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 _ $--------1Illi $,--------.II'J $~120.Jl $ . SEA L TOTAL AMOUNT PAID $==i2~,.QiUfl44:;.i33eO===~ NOTE:This Triplicate Receipt to be retained for audit purposes. Received 0 NOTE:In accepting the transfer inheritance tax on future estates.prior to the death of the h'~'~'wdt£::~~,._f~~~~.4;J.---------tJ tenant or tenant for years.as evidenced by this receipt.it is understood thot the Commonwealth s~all nat be precluded or prevented from hereafter.assessing additional inheritance tax at the death of~e, life tenant or tenant for years whenever it appears that such odditionol tax moy be legally due oi'td--·_~./"x-t-.....~:~),....ci'<-E~g.~~-:-f*-ht~.Jb<~:...------IU collectible for any reoson whotsoever.'-.\