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HomeMy WebLinkAboutOC1968-0313 - ESTATE OF BURKEI. - ,.-,."v~.. Form RC C ·'10 DEDUCTIONS ALLOWED IN OFFICE OF TME STATEMENT OF DEBTS THE SUM OF ""...s ¥36a:?2~......-.........'"'.... REGISTER OF WILLS WASHINGTON AND DEDUCTIONS DATE APPROVED .....",..:r-7-6R'OF COUNTY ................."..,.-,....,......... AND AGENT OF THE COMMONW5ALTH f2~Lk!-~~9-JL &~a-M-/0~r-,3b'F-03'S ~Register of Wills,Agent ESTATE .OF OLIVE B.BURKE North CharleroiLATEOF DATE OF FILING APPRA;SEMENT March 5,1968 DATil OF DEATH February 15,1968 DATE NO.OF NAM&:OF PAYEE REMARKS AMOUNTVOUCH"" Register o:f Wills,Probate 39 10 50 Reaister o:f Wills Filing Inventorv &Aooraisement 4 00 I Washington County Report Advertising Letters 12 50 Valley Independent Advertis ing Letters 10 50 Joseph Sitte Notary Fee 3 00 Dr.J. J.Buch Medical care 8 00 Tenth Street Pharmac:y'Drugs 47 00 Reverend W.S.VanArsdale Funeral Services 25 00 Harold L.Schrock Funera.l o:f Decedent 1479[e76 Bernett Cemetery Lettering Lettering MonUment 14 00 Charles J.Meikle Acconntant Commission 1330[e00 John E.Costelli Attorney's Fees 1330 00 , ....L I III ..--=c-----... ._--------.~_._._-----,_."" I "I_._-,---+--r-,,! TOTAL $4303 .26 COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF WASHINGTON J SlI: Charles J.Meikle--------:::==.;;;;..:;~.-,;;:;-=--=-=:..::..::.::.:=-==----HEREBY CERTIFY,THAT.TO THE BEfiT OF IIoCY KNOWLe:OGE ANO BELIEF,THe:FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND 4XPENSD OP' AD.'''.'''''D••u••'n'D 'D 'HE E~"E DF Olive B.Burke ~.Ai.;~UWD.'~. '.HE"".CE 'AX pu.PO....W!:...~~q.~<C.S., ~5~'.""',:~-DAY~~ JOSEPH SITH,NOTA Y'PUBLIC CHARLFR~i gOR~IJGH,W'Sfll%TO'j COUHTY MY COMMISSION EX:'IRES WWARY 7,1971 S111M dO HilS183UONIl:JV/Aj TI3SSn~ ·.'0";l -'1 f J'.. ....,J..f , -_.-----.-----------;------./-=---"""1 m========~~====~============~~~========~============~~~~~ RESIDENT DECEDENTS File No.63...68-313 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax Form RCC-4-RI-3-66 No.948650 Date,A.....:p:....r_i_1_4~t __19 68 Office REGISTER OF WILLS,,----:;U='A=S=fI=I=N=G-"'-'i'O=N~t .j;Pa. l1ASHINGTON County,ss:Received from_-.::::C=ha=r.,el""'o=B'--"'-J......---A:ltf......e....i .....!t......l ...o'--_ (Executor,.@1~of the estate o'1-f ..JOwLILIWL.·.I(..U'--J,;lB.....----PnLUII-L:iR.t.lUl~.~~-----_--------_ who died FebruarY 15 19 68,the sum of flmEE THOUSAND PDUR mnmmm iiMtn ff 90/l0(1)01lars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax NOTE:This triplicate Receipt to.be retained by the Register of Wills and filed in numericalsequenceforauditpurposes. NOTE:In accepting the transfer inheritance tax on future estates prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com- monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. 3,600.00 $======= MOORE BUSINESS FORMS,INC..ELMIRA,N.Y. Register of Wills Balance $_ Total Tax $_ Less Tax Previously Paid (if any)$=========== Less five per centum of tax if paid within 3 months after date of death $=====l~S~O~.~a~o~= Tax on $5%$ Tax on $10%$ Tax on $2%$ Tax on $On Aecount 15%$ Exemptions *$ Total Estate $ Amount of Estate Tax Assessed under the Act of May 7,1927.$_ .Total $3.420t 00 *As evidenced by Charitable Exeinption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.1.1757,effective June 1,1957,as amended by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302. j"'''ijE A L 1'(.)/...c:~',...---;,..,1'I ;:'"I-"/'/.-'t"~/~.~/~£;..l.~-I"'roC.._?~ Add interest at the rate o....f -------'Yc: from _ to _ 31-83-8 $,------- $------- $ $,------- $ Valuation Valuation $------ $,------ Total Date Date Real Estate Personal Property $,------ $,------ Total Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date'19__$_ ---19__~$=======. Estate Tax Assessments Date'19__$_ ________19__~$=======. FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT 31 83.8DocketPageIme__ OLIVE n.BURKEEstateaLi _ OFFICE OF REGISTER OF WILLS t:1ASHIr~'1Orl ,___________--"Pa. Date april 4 19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APffiL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 nusOOLL r~nnro Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills all duplicate re-ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills." Fill in below name aiu:I address of person to whom tax receipt is delivered:. IA1TY.JOHrl It.COS?BLLO 418 liASnIt':GTON AVENUE____;a,-':or-..~~...,~~........'.~.,...lIP•.1l.~-----1l'!.~ I To----- \.iftA.n£ajh\~JO,.f'llI..'lIij.,JO....1UU~:.J;H .....,~ L --' lAST t1JILL AND TESTAMENT I,OLIVE B.BURKE.,a widow,of .the Borough of North Charleroi Washington and memory c6unty,Pennsylvania,being 6f sound and disposing mind do on this.~3)l..~ay of September,1966,hereby make, publish and declare the following to be my Last Will and Testament. ......I ·1.I hereby revoke any and all Wills,Testaments and Codicils,~,·1 by me at any time heretofore made. 2.I nominate and appoint my nephew,CHARLES J.MEIKLE,to be the Executor of this,my Last Will and Testament and r direct that I he be permitted to serve without bond.·I . 3.In the event that my Executor aforenamed should be Unablej to serve or unable to complete the duties of his appointment,then I nominate and appoint my nephew,H.SCOTT ~ffiIKLE,to be the Executor of this,my Last ~IJill and T·estarnent and r direct that he ' permitted to serve without bond. .4.I direct that my Executor promptly pay from out of the proceeds of my estate,all of my just debts including the expense building fund. 5.I,give and bequeath unto the First Christian Church, which money shall go in to and be used for and by the church ICharleroi,Pennsylvania,the sum of Tlvo Hundred ($200.00)Dollars,; III I I of my funeral and the cost of administration. I I ,I 'I I I"'~'.'"'..__._.,._.L '__.~._..__._._.I ,--....~...--.....,;......._".:-....,.,.•.-......--.~~•.-..;--...-.--.........,,-·--~'...~:-..""T_,""'...'•• ....'":,' .~~----...-.._--....---.......~... 6.I give,devise and bequeath all of my rea~estate, wheresoever situate unto my nephew,·CHARLES J.l'vlEIKLE,in fee simple ..,.. forever.This property is all situate in the Borough of North Charlero~,Washington Co.unty,Pennsylvania,and ·is more particularlr bounded and described as follows:Lots Nos.12 and 13 in Block 121 fronting on the west side of Cent~r Avenue between Fourth and Fifth, Street,.the distance of 60 feet and running back,of even width, the distance of 110 feet to a 20 foot wide alley as shown in the~.,. Lock View Plan of Lots as recorded i~Plah Bdok 2 at page 132. 7.All of the rest,residue and remainder of my property,II give,devise and bequeath unto my Executor and I direct that he sell the same·,for the best obtainable price,at either private or public sale and divide the p~oceeqs equally among the following persons,.all of whom are nieces and nephews: .CHARLES J.MEIKLE,H.SCOTT MEIKLE,JOHN M.MEIKLE,JR.,WILLIAl\1 D.i\.1EIKLE,FRAl'CESMEIKLE ANDERSON,AGNES MEIKLE BIAGINI. 8.In the event that any of the persons aforenamed should I have predeceased me then I dire9t that the division be among those' persons named above who survive me. IN WITNESS ~lliEREOF,I have hereunto set my hand and 'seal this 23rd.,day of September,1966. I I t II, IIir i t ~""'''-~"",,-.~-...-~....---_._- I II (SEAL) Olive B.Burke \ 63-68-313...' Affibauit (@f 1fxrrutnr (@r 1\bmitttlitratnr ~tat.r of 'rttttayluattta. cnnuttty of maa~tttgtntt Personally before me,the undersigned authority,a l~JD.:t.ar.Y.P..t.lb.li.c.in and for said County and State,appeared 9?:9.;!:.~.:;;.~J..~}:1.:;;.~.~;\;.~who,being duly sworn according to law,deposes and says that he is the executor or administmtmrxof the estate of ............9..~.~.y..:::~.~~::~.~.::deceased,that the foregoing schedules constitute a l'd'f hId I f Olive B BurkecompeteInventoryanappraIsement0t e rea an persona estate 0 :~, deceased,except real estate outside.the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator. day o~=.~;~;~;;,~~~~~.~:~..~~;;e2;:th;,1...'--..l(!L~p~t;?~ed · cutor-AdmInIstrator........,..~. .ADDITIONAL INSTRUCTIONS An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lJnuentnry anb Appraisement of the goods and chattels,rights and credits which were of.~..Oli.v..e.B Bu.r:k.e late of ..N.Q.:t:.:t;::JJ.Chi?:.t'.Jg..!.9..;\.. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS REAL ESTATE ALL that c~rtain tract of land situate in the Borough of 12 000 00,. North Charleroi,Washington county being known as 416 Ceniter.Avenue,North Charleroi,t>Jashington County, Pennsylvania having erected thereon a six room frame dwelling being more particularly described as follows: Lots 12 and 13 in Block 12 in the Lock View Plan of Lots laid out by the North Charleroi Land Company having erected thereon a five room fraIlle dwelling house. CENTS (Bonds Continued) PERSONAL PROPERTY Checking Account,Pittsburgh Natiopal 30 shares U.S.Ste.el Corporation u.S.Series E Savings Bonds Issued February 1953 May 1953 June 1953 July 1953 December 1946 April 1946 March 1944 B~nk,Charleroi off'ce 311 .14 1,312 50 30.43 30.46 30.53 29.95 36.55 36.98 39.25 TOTAL 26,050 21 \ Ct.:3 .. WASHINGTONCOUNTYOF ('tJ.t3'-JIJ ~ COM .O'F J~~M:ONWEALTH PEN YLVANIA /j DEPARTMENT OF REVENUE I A I /,,~~~ BUREAU OF COUNTY COLLECTIONS /1-1'/"/ ,. RESIDENT DECEDENT IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the 'Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the.InlJerit!lnce_an!l.Est~teTax 1\ct of 1961.) CHARLES J.MEl KLE_Q~IYE .~_T:~~~;~:~:oo:~~~OF__J :::u::OF Late of 1:J.()J.=:..:t.1!Char.l.e r 0 ~.?~yas h.:L..I1:9.~..?.~Countyf~~.wM PENNSYLVANIA•State of .......··························..·······················}ss: County of WASHI1IJGTON . ...............C.h9.~J.~§J....M.e.i...l.<L..e..................................... :>AdDlifiktnatiitX of the estate of the above~named decedent being duly sworn,depose S and say S ........Executor Decedent'clled .....~~.t?:r:l:.l.§l:EY .. (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. 15t1'·I.68 r },19 ..,J testate leaving a last will,copy of which is hereto attached. (Hay)(Y""r)~1:<mX1J.\\ ........J..0 hn E.c:.:2§,1:.§.:l::..:l::.9.L &§..9..~,."..,....... 418 Washington AvenueCharleroi;Pennsy1vania·····15022 . ExecutorThatassuch deponent is familiar with the affairs of said estate and the property con- (Execulor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in 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 Pittsburqh l\fational Bank Ollve .13.Burke and l~ephew Fallowfield and Fifth Street Charles J.l\1eikle Charleroi.Pennsylvania 15022 That the contents of said safe deposit box or boxes are itemized under Schedules of this---return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth full v and in"detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated jlIarket value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail allpersonal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal saVings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the Uni ted States,or any state,or political subdiyision thereof,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,.carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortgae:es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as ~o each item;all moneys payable to the estate from life insurance polici"es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent ~t the time of death,with the market value thereof at such time. ·( t'• In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of.the·date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the ~usiness as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death.. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.IQ the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a COllY of the deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either'individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another, with a copy of the instrlment creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's Will,if any,died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and'per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of pers'onalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and Ilnpaid at time of,. death;taxes accrued chargeable for period prior to decedent's death (except .those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for Obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ..)....L tk.... .......day of ..EGP'.;r;-.q.~.;r;-'y 19 9.JL ./<..~~.... -.'JOSEPH SInE,fWTI?,Y CHARLEROI BOROUGH,W'Sll';G,,C.UIT'I MY ~9.MMI~SION EXPIRES JANUARY 7,1971 {1~e.....~~_.E.-~Zf",/J~_-(Executor:-dmmistrator) .4.1.6.C~n.t.x Ay.en.u.e . (Street Number) ...~.?~~.!:......s:!:..~E..~.~.::.?.~..?.......~.~.~?!:.~X..~..Y..~.~... (City (Yf'Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34'(1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENt OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSPER.INHERITANCE TAX RESIDENT DECEpENT SCHEDULE uA" -iEAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "E".Property ht'ld by the decedent as tenant in common with another or others,snouldbe identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo(lwealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a. cres;also statement of mortgage encum~rancesupon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3\/ DEPARTMENT VALUATION CAUTION (Do not write In this space) ALL that certain tract of land situate in ~//tJ,d(j the Borough of r-rorth Charleroi,Washington "'"""IB County being known as 416 Center Avenue, North Charleroi,Washington County, Pennsylvania having erected thereon a six room frame dwelling being more particularly described as follows: Lots 12 and 13 in 310ck 12 in the Lock Vie Plan of Lots laid out by the Nor-cl1 CharIer i Land Company having erected thereon a five room frame_clvJelling house. IJ ~~0'g)-~I qi Insert this total opposite Ureal property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. .$12,000.00 RCC-'35 .. COMMONWEALTH OF PENNSYLVANIA ~F$NSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly wi th another or others must be listed under Schedule "E".Inta;gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S;Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates;cash on hand and in bank,... stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) 30 shares U.S.Steel Corporation Checking Account,Pittsburgh National Bank U.S.Series E Savings Bonds Issued February 1953 l'day 1953 June 1953 July 1953 December 1946 April 1946 March 1944 May 1944 June 1944 July 19.::1:4 December 1943 January 1948 January 1948 February 1948 rdarch 1948 April 1948 April 1943 fvlay 1948 June 1948 October 1948 December 1948 December 1948 February 1949 March 1949 January 1949 January 1949 April 1949 A.pril 1949 ~.1ay 1949 June 1949 July 1949 January 1950 January 1950 r-1ar ell 19 50 April 1950 May 1950 July 1950 August 1950 Ja.nuary 1950 January 1950 January 1950 October 1950 October 1950 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. 1312.50 III 3112.14 ~~. 30.43/VJ1.1t;1 30.46 30.53 29.95 36.55 36.98 39.25 39.25 39.37 39.37 40.03 35.39 35.39 35.39 3"1:.55 34.55 34.55 34.55 34.70 33.93 34.07 34.07 34.07 33.33 34.07 34.07 33.33 33.33 33.33 34.34 34.34 33.76 33.76 33.06 33.06 33.06 33.20 33.20 32.53 32.53 32.53 32.53 32.53 x X 14 ,050 .21 CDNTINUATION OF SCIEDUL2 "B" November 1950 32.53 June 1947 35.16 December 1950 32.65 January 1944 40.03 December 1950 32.65 April 1944 39.25 January 1951 32.65 August 1944 78.74 January 1951 32.65 October 1944 30.62 December 19..J:5 37.75 December 1944 "// •t.~G ~--rovember 19.:J:5 37.40 January 1945 3U.74 May 1945 38.00 February 1947 3-6.55 April 1945 38.00 January 1943 /.::1.34 April 1945 38.00 April 1943 L~J.54 July 1945 38."/4 June 1943 40.68 October 1945 37.40 December 194-4 154.96 J:.1arch 1946 36.98 l'~ovember 1945 3/.4U I--'1arch 1946 36.98 Marcil 1951 32.00 July 1946 37.14 May 1951 32.00 July 1946 3';.14 May 1951 32.00 May 1946 36.98 March 1952 30.Sl9 August 1946 T/.14 December 1952 31.04 October 1946 36.38 February 1944 160.12 September 1~";:6 36.38 February 1951 32.65 Hovemoer 10.::6 36.38 Febr:.lary 1951 32.65 i'Iovemb 2r 19...::6 36.38 April 1951 32.00 IiIarch 1943 ,,~O.54 April 1951 32.00 July 19"::3 40.68 June 1951 32.13 July 1043 ,,~·v.68 J LlIle 1951 32.13 August 19"~3 40.60 May 1952 31.48 lIovember 19,:::3 30.09 July 1948 1438.40 june 1945 30.12 FebrLlary 1944 160.12 June 19.<1:5 38.12 Ja.1Llary 1944 154.48 January 19'-..:/36.55 Ja.l..lary 1945 154.96 rVlarch 19.:'k7 35.81 April 1945 152.00 May 194,35.81 November 1945 149.60 August 1947 35.96 July 1945 152.48 February 1944 40.03 May 1946 147.92 August 1944 39.37 r~ay 1943 162.16 August 19i'A 39.37 JailLlary 1943 165.36 Septemuer 1944 38.62 May 1943 162.16 December 1944 38.74 May 1943 162.16 i.Jovember 1944 38.62 December 1944 154.96 June 194,35.96 September 1943 159.56 February 1943 La.34 September 1943 15S}.56 May 1943 40.55 February 1945 154.96 October 1943 39.89 October 1945 149.60 March lSLl·5 38.00 June 1945 152.40 i-larch 1945 38.00 March 1946 14,.92 r.Iarch 1945 38.00 September 1943 159.56 June lS~5 76.24 September 1943 159.56 April 1947 35.81 J'Jovember 1943 159.56 December 1942 41.34 March 1943 162.16 July 1944 157.48 February 1946 151.GU Cm~fON1\'EALTH OF PENNSYLVANIA T~\N8FER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)NO (2)Did decedent,wi thin two years of death,transfer properLy from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)NO (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)NO (a)Was there any possibility that the property transferred might return to t~Ansferer or his estate or be subject to his power of disposition?(Answer yes or no)__l_~I_U __ (b)What.was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)__Nu·~O~__ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)-&N~Q~__ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others -----------------------------:-__ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)NO (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under te·rms of transfer or by operation of law?(Answer yes or no)_~N~Q~_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary res~rved in the decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death cert.ificate.. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it'~fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION NONE MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. C::,M'II)~'VE\LTH L)F I'ENN:SYLVANIA ~~,~.\:,~~~'1'~lt TXHI']ll T,\NCE TAX n_;,~lJ)l':~T DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY nSTRlTTIO!\'S:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestitllre,but do not include entireties or out of st.ate real estate value in estate valuation column.Personal property should.be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to the decedent. Description of Property,·Th"tte of Acquisition,-N~me-l Unit perce~t~~-'--E;tate Address and Relationship of Co-Owners,and Place i Value Share Valuation of Record of InstrtUTIent,~here_Rea~~state., ._ DEPART1lENT VALUATION CAUTION-Do not Write In This Space. NONE Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. Value of Entire Property NONE Value of Decedent's Interest ·. RCC-37 .(1~r63) COI\1I\ION\\'EA-LTH OF PENNSYYLANIA TRANSFEJ\iNHERITANCE TAXRESID~T DECEDENT SCHEDULE "D" BENEFICIARIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step·children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Charles J.Meikle Nephew Yes 5/23/18 416 'Center Avenue North Char+eroi,Pa. First"Christian Church NONE Fallowfield i-\.venue Charleroi,Pa. N.Scott Meikle Nephew Yes ...1/3/19 H.D.#2 Monongahela,Pa. John M.Mei~Jr.Nephew Yes 10/11/21 R.D.#2 Mononqahela Pa. VVillia11l D.Meikle Nephew Yes 7/12/23 608 fVlonongahe la Ave. North 'Charleroi,Pa. H"r""nrps 1\1p;'kl p A -"'snn ]'J;p('.p YIPS 6/5/35 927 Crest Avenue Charleroi,Pa. Agnes Meikle Biagini Niece Yes 11/28/28 Liberty Avenue North Charleroi,Pa . .-Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE .1 ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF (Executor-Administrator must complete "As Reported"column #1.)4 •. ..,"'d ~...~~I\>...I\>::s til ..... til 0......::s "'d~I\>...........0 til '0"'d ~.......g ~ ~~trltil....I\>....~ o...otiltil.., I\>XI\>cr-ib Year . DO THE (No.Will Administration OLIVE B.BURKE Deceased Late of i'Jo:X:t 1:1 <::l1.ClI:):~,r.Q:i. Commonwealth of Pennsylvania REPORT AND APPRAISAL.....,,, ~ County of .\Vas hi.ngton.. enc: ~~:>~.....................>-<:W en en()();:r ;:r ;:r ci ~~ ;n '-M~:'u..) Vl,')_..1 U1 r1'"'-:....- r:: ::!2 r "i.-•J -CJr~It.:)-U>.. .- c.'l -&;0(,/')-GO -&;-&;0(,/') ,N ,I-',I-',(J\:~:N....... :...:~:~:> :0 :0 '0 til :lJl :lJl :0 ~....... :0 :0 :o.g >-..:.:.0- :N :N :0'" :1-'I-':ort". .c.. -&;o(,/')-GO-&;-EP.o-&; :~. \t'\ ~ .~ . . \~.......~'\::>~N~~C'\.'t:J~(t .\>%[~ :~().:;. :'"\)g" " ~CC-:':?(6-64) GOVMONWEALTH OF PFNN~YLV,\NI:\ T~U~::'FF.H INHFIUT.\NC~T:\.~ R.~SIDENT DECE.!1F.NT BURKE,OLIVE B. FILE #63-68-313 February 15,1968 SUMMARY .--,..... FILE #63~68-313 TlEPOllT OF INHERITA!iCP.TAX APPRAISER I.the unrlersigned duly appointed Inheritance Tax Appraiser in and for the County of #63 Washington ,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","E","C"and "E". Dated:04-05-68 02-15-68 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for _ County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed bJ'deponent,E;xcept as to those items where a greater OT lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $---..l2.,..OO.Q...QQ-$_----'-_12J 000,00 $_ 14,050~l---14,050.21- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEA..J:t VALUE OF ESTATE 26,050.21 =====:= 26.050.21 ======:=:= Valuation of life estates or annuities . • . • . . . .*_ ESTATE TAX ASSESS~ffiNTS ~_ CO~fPUTATION OF TAX TOTAL TAX BALANCE PAID FOR USE OF REGISTER ONLY Tax on $t __!')~.'0 $ Tax on $:10<>0 ~._-, Tax on !l;94 ;;~a Tax on $._~~ Exemptions :=(::,) Total Estate TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interes tat rate of 6%(rom to AMOUNT OF ESTATE TAX ASSESSED Es tate tax paid BALANCE DUE Add interest at rate of 6%from to $----- *=====~=$------ $=====:= *------d>'-:)------ (:;,)As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. $-------- $------- $-----~- $~------­ $-------$ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsel"Juent 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 t No. P.'J THE Year . ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF OLVIE B.BURKE Deceased Late of . County of GH.A~~():I: WASHINGTON...... ........... Commonwealth of Pennsylvania REPORT AND APPRAISAL '1' --. Fonn RCC-2·..- COMMONWEALTH OF PENNSYLVANIA DATE .................!P:r..~J.,.....2~.....J.9..~?........................... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .............W.~!3..h.i.:P.g.~.Q.~...................................COUNTYBUREAUOFCOUNTYCOLLECTIONS.. HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO...................~.3.:::.9..$.:::3..J.,.3........................................ Whereas,..............................................9.J,.:~:y~...~.~....~~~~.......................................................late of ........................................9.~.~~~.~.~?:....................................... in the County of ..........................................W.~§.b.IDgt..Q~L ....................................................Commonwealth of Pennsylvania,having died on the ..............................;l,.5.....~p.................................................day of ....................f..~Q:r.W1.r.y ...............................19...9.?..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsflvania; Therefore,I,..................................Yf..,.R.,.....Cha.n.~y............................................................j ah 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 AppraisementOeser/ptlon of Asset Values Made for InheritanceTaxPurpoles ,-" $ REALTY:..." As per Schedule itAIt 12,000 00.- ... PERSONALTY:..• As ner Schedule "Bit ..-ll.050 21 .. TRANSFERS:.. NuNE ..NONE JT.HELD:."- NONE NONE .. Total 26,050 21 I I I I fonn~;v!':hb~~:~~h:,W~~~~I~~:~:;~e~L~-5~=":~~;~~~~ Appraller /'pd.;:;:';';;;;;;;;;;;;;;;;;;;;;'~·.·~rr;;;;···iii;;;............................Penna. WASHINGmON COU'tlty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of OLI VE B.BURKE Deceased, Late of 'H"'H",QHA~OI Date of Death,HHHHH,F,~p',r.1@,r.y"J,5"....J,,9,9.$,,_,,-- Appraisemel!t Docket Vol.,"''''HHHH,,37..H'''''''''''''''''''''''''- Page,"83.~.8H..H "No.H63.~.6..8.~313H"""H"." ...................................................................................................................... Filed in Register's 0!fice,"H.Apr.:j")"H,,5...LHHJ 9.9.'~H' Amcum of tax due,$.H""."""HH""H""".""""."".H",,,,- DEPARTMENT OF REVENUE Received,....................................................-._....__...•._--_._..~,._- Examined and Approved,"H.H'HH'HH,,""H.H H'HH"H'"""H,,"'"'' Wrote abaut Appra-isement,"""."""H """·,,..• Appeal fl'om Appraisement,.."H".HHHHHH.H.".H..""..,,··· Entered and charged,'H.HHH"H'H."".H"...H....""H".......""",,"