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OC1968-0354 - ESTATE OF MCNARY
RCC•39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of McNARY, (Last Name) E'IHEL (First Name) R. (Initial) SUMMARY DATE OF DEATH_...::2:.....-=-26=---=6$=--_FILE NO. 6,3-68-.354 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Wasbj ngton Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: __ _,0'-'-7=-=.23,.L.-::;.,6 ..... 9L--____ _ 02-26-68 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", whic~hater or lesser amount represents the sum allowed as a deduction. . ~. . ~ Dated: 07-23-69 · -#7~ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ......••.. e ••••••• 0 EST ATE TAX ASSESSMENTS FOR USE OF REGISTER ONLY Tax on$ Tax on$ Tax on$ Tax on$ Tax on$ Exemptions Total Estate TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ $ $ ______ -+-- $ $ $ $ $ 1,985 9? 1,985 9? COMPUTATION OF TAX $---~~~i}:'""" $----------~~d~.·~~K~~~~ S-------------1----$ ______________ ~--- $ __________ ~29~7-~~· $-----------~---- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from --------to ------- AMOUNT OF ESTATE TAX ASSESSED $-----+-- Estate tax paid $ ______ .-L.... __ BALANCE DUE Add interest at rate of 6% from ---------~10------ $---------~--- $--------~~ TOTAL TAX BALANCE $ ---------+---- PAID $ ----------'---- 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 t No. IN THE Year .......... .. MATTER OF THE APPRAISEMENT OF THE ESTATE OF ETHEL. ... R .•.. ~c:NARY .... Deceased Late of ..... MONONGAHELA ...... . County of . . . . . . . . WASHING.TON . Commonwealth of Pennsylvania REPORT AND APPRAISAL ·' ~ COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX DATE ............... July. .... 23., ..... 19..69 ........ . COUNTY .................. J.l.§:.~.h?.:pg~_9~ .............. . ·. •; DEPRTMENT OF REVENUE BU,JtEAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 1 7 1 2 7 . " APPRAISEMENT FILE NO. .. ............. 9..?..::.Q?.::J. .. ?..4. ............................................ . Whereas, ........................................... ~1-.. h~.+. .... ~~ ..... M.~.N.~!'.Y. ..................................................... late of ....................... ~<:>~<:>.~.e~?.~.~~ ................................................ . in the County of ..................................... ~!.~.~.?:.~t..9.P. ............................................................. Commonwealth of Pennsylvania, having died on the ................................................ 2.9. ... t.P .............................. day of ..................... f..~1?.r~.r.Y ............................. 19.9?. .... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................................. W.~.R.~ ...... G.h!?.P.:~Y .................................................. , 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. Description of Aaset Unit Values Appraisement Made for Inheritance Tax Purpoaeo $ PERSONALTY: See conv of inventorv attaced. 3,278 12 JT. HElD: U.S. SERIES "E" Bonds (see copy attaced to appraisement) 260 14 Total 3. 538 26 .......... WASHINGT.ON.................... c OUttty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ............................ ETHJ.;.;L .. R •.... McNARY ........................................... . Deceased. Late of .............. :t19.N9..NQ.A~1.!\ ...................................... . Date of· Death, ........... F.ebruary. ... 2.6, ..... l968 ............ . Appraisemeut Docket Vat~ ............... .3..7. ............................... . Page, ........ 9.8~1... ..................... No. 63 .. -,68..,.;3_54 .............. . Filed in Register's Office, ....... ~.1.4Y .... 43 . ., ...... 19 .. 99 .. Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal j1'om Appraisement, Entered and charged, .... .· •' • ,-~ I I .• ... -·: ,. . --, ... WILL OF ETHEL R. McNARY I, Ethel R. McNary, of the City of Monongahela·, ·'Washington County, Penrisylv~nia, do hereby make this my Last Will ;land Testam~nt, hereby r,g.ifoking and making void any and all-Wills I . '· ·: by me .at any time h~retofore made, in manner and form as follows: " ;! ,. li I direct that ~Y funeral expenses and the e~penses I ~ :! of my last illness bo paid as soon as possible after my decease. 'i 'I 2.. I direct my Executrix, hereinafter named, to cause H lr :!a marker to be placed-at my grav~ similar to the other markers l ,, ·<:erected on the family lot in the Fairvi~w Cemet0ry • . ~ t 3. I will and bequeath the sum of Fifty ($50~00) ·![ :nollari to the Hillcrest United Presbyterian Church of Burgetts- ·town, Pennsylvania. 4. I will and bequeath the sum of ~ifty ($50.00) :Dollars to the Women's,Association of the Hillcrest United 'PresbyteriZ~n Church of Burgettsto-wn, Pennsylvania. ' . 5. I will and bequeath my stamp collection to Alfred .Lamb~rt. 6. I will and bequeath all my linens, needlepoint,· chairs, fu~niture, glassware, china, silverware, and other itsms of like nature to Kathrtn Dornan Youngst. 7. I will, devise, ~nd bequeath all the rest and residue of my estate, both real and personal, and wheresoever situat~ or found, of which I may die •eized or possessed, or to which I mny he entitl~d at th~ time of my deceas'2, and r-emaining after the payment of the several items set forth in the preceding par~ graphs hereof, s.s follows: the two-ninths (2/9) part th.erQof to Margaret Scott Geller; the two-ninths (2/9) part thereof to Virgini~ Lamb9rt; the two-ninths (2/9) part thereof to Kathryn Dornan Youngst; ·the two-nintha (2/9) part thereof to Harry M. !· I l ~ l I l I I i I 1 l l l l ! 1 I 1 l ' ! ' . . . . . . . . . . . . . . -~---·--·--,. __ .... -·--~---~---' -;:----,-'-·•--,· ··."·--·-,....-.:."'f~,._ :: .. ___ ,.,._ ....,...~ • .,. . ....o~:..o • .-...~ ... ~"-"·"-:··---';~~ .. ___ • .., ·'·" •• ,.,· ·-, .. ~, ~.: ~-"'·..o..:..t..Jo~·---;·~--;.;..~-~-----..::-~.~o-.:;...·~'-..:-_.~!.:!.::=~-.::.""'~·--:-·•·...._-~-~~~':i.-t-:.::r . .:;~ ·.~'::-:;.-.,.:., ... -·.-. ·--· ,, ; Scott; and the remaining one-ninth (1/9) part thereof to James Eo ;; McCalmont. '· " .. 8 ~ I dp hi:)reby nQmina te, . con5t i tu te ~nO: a.ppoint 'J • Kathryn Dornan Youngst, to b-9 the Executrh:: of. thi$ my Last Will i: and Testameflt • . ;: i I IN WITNESS WH-EREOF, I, Ethel R. Y.'CNary, the Ttf:Htca trb:, :have hereunto set my hand and seal to this my Last Wili and 'I . . 1 Testam~nt, this p day of Augnst, in the y~ar of our Lord one thousand nine hundred and sixty-six. I ,, <; " ·l I The for>Jgoing instrl..\ment was signed, sealed, published, / ,acknowledged and declared by Ethel R. McNary,· the T~statrix above ., . ,named, as and for her L~st Will and Testament, in the presenc~ of us, who, at her request, and in her presence, and in the presence >~of each other, hav~ hereunto subscribed our names as witnesse~ 'her<eto. · ', I .1: .. i\ffibuuit ®f 1fxrrutnr ®r i\bministrutnr t;tatr nf Jrnnayluania. ~ !Ul: C!1nunty nf Baa~ingtnn \ Personally before me, the undersigned authority, a ............ No.tar.y. ... .P.l.lb.li.c ......................... in and for said County and State, appeared ........ Ka.t.h+.::.Y.U .... P..Q.:t:nan ... .Xo:ungs.:t . ., ............................................... who, being duly sworn according to law, deposes and says that she is the executor Q:CXtHW~k>R of the estate of ~.~.~~.~ .... ~.~ ..... ~9.~.~.~~ .. L ..................................................................... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ... E:t:.h.e:~ ... R ....... McN.ru:;¥.,. ................. , 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 ~~K Sworn and subscribed before me this .. J.~............... .l day of. .... ~""]J""'""'"""'l9 .... 6.9.. uz.z;;:.~~~ .~~,~~~h~:;;i~~~~::t£:;~;~~~~~~;~~~~~···INSTRUC~IONS 1~Y C~i~t!h,@Pyemust b~ ~led within three months after appointment of personal representative. ··~· sasuJjpi~ffiental 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,J>ver $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. tri....., o ii J h L. '17 ff t ! ' 1 u 11 oaep .a.o mau REFERENCE FOR ADDITIONAL COPY t~ ~ · ~ J Attorney at Law Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2 f1 D.'·. JU W. Main Street , '1 t.Jt~ 'IloD.ongahela. Pa. lDOGS . _,. n"':: 1Juueutnry nub -"pprni.aemeut of the goods and chattels, rights 'arid credits which , ..,, "lo" ' were ETHEL · . d ~~ ' ~ of .................................. E.t ..... M9.NAR~ .................................... Jate of .............. Monong.ahel.a.,. ............................................. . Washington County, Pa., taken and made in conformity with the abo"Ve affida"Vit. REALTY : None PERSONALTY~ D~llar Savings Bank, Pittsburgh, Pa. Savings Account No. 400646 Pittsburgh National Bank, Monongahela, Pa. Checking Account No}'54-3-205d31 Mellon National Bank, Burgettstown, Pa. Checking Account No. 352-9217 Commonwealth of Pennsylvania -Retirement Benefit Blue Shield Benefits Blue Cross Refund Stamp Collection (Item 5 of Will) Linens, cha~~s, furniture etc. (Item 6 of Will) Total Personalty Realty 0.00 Personalty 3278.12 Total Assets $3278.12 Monongahela,. •Pennsylvania June 3" , 1969 DOLLARS CENTS 0 00 1725 35 711 07 454 23 151 67 83 20 2 60 100 00 so {)0 3278 12 I i 1'/J I ~3~0J-3sf Inventory and Appraisement IN THE ESTATE OF ETHEL R. McNARY, ................................................................. a·e-e:·e;·a:s·ecr ........ Filed .................................................................. , 19 .......... . \\-";' :'¢;o .... >m:::o en ~ (J}G")C: c..Q :r:-(f} c:_ ~ ::;:r.:t>cn ~ r-· .. , .. --J ' o rn rn -~ -;; r-rq o"' r ......, ~0 a ,.~ 4rJ1 ~ 0 ---~ ;;> -a , -·" ;-~ ;t:J :::::z: ,--"Vrz ,....,. 'f"0Q w ..r:::- .--':[ tc::-.;J ~ Hoffmann ~at Law CGD '0. :&lain~ ~I?c.16068 .DK1. 20-P4 Sl-! g t./ • <J ..... 9 Form No. RCC-62 (2-64) THIS FORM REQUIR~D IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, ./ •-Ii;FFECTIVE .JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) • OFFICE OF THE REGISTER OF WILL.:S County of .. ~~?~AI!9".t:<?~ ........... . ~~~-~J;'YA. P~:J;"~AI}. XQ\lP,g9:t .. · ................... of ),0;2.3.. CQl.ln.try .. Club. Road, .. Monongahela, (Name) (Address) Pa. 15063 being duly -------~Y!.<?..~~---------------------.according to law, deposes and says that!:be is the _________ E_~e.c.ut.:ri.x __________________________ __ · -(Exec., Adm., Legatee, Etc.) of the estate of ----~~-~~-~---~:----~~~~B.~-------------------whose last residence was .. ~.Q~-~---.QQ.]J_l}j;_~_y ___ C(_lJJP, ... J~Q_ag ________ _ (No.) Street M<?._~9-~~-~~~-~~-~---!?-~.:-~---------------deceased, and that the whole of the estate of said decedent, who died -~~1?._~ ____ ?...§.,,---J~.§_? • (City, Borough or Township) (Date consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, 'WITH STATEMENT OF MORTGAGE ENCUMBRAN<i:ES 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. / -n/) / ..J. Real Estate ~0 1. Estimated Value N one 0 00 / ' P~rsonal Property o&/, Dollar Savinas Bank Pit-.tsbnrah Pa Savinas Acct-. #:400646 _, $1725.35 / '. Pittsburgh National Bank~ Monongahela, Pa. Checking Acct. ...L #54-3-205431 J(j~ 711.07 • ., I 454 2~k Mellon National Bank, Burgettstown, Pa. Checkin_q_ Acct. #352-9217 -, Commonwealth of Pennsylvania -Retirement Benefit 151. 67 Blue Shield Benefits 83.20 Blue Cross Refund I 2.60 ~ .• ~ '-\ ,._.::)/_-4-I -· --.. Stamp Collection (Item 5 of Will) 100.00 Linens, chairs, furniture etc (Item 6 of Will) U] 1//f'-' 50.00 Total I 3278.12 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. i 1- , ~ Estimated Jointly Held Property Value -· - See attached. schedule . 2fi0 14' - -- - \ Transfers within TWO YEARS Prior to Death None ,.. ,..,.. v.vv 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 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 oUie_rwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT ' Hillcrest United Presbvterian Church. Buraettstown p~ ----VP!': ----o,....,..,.,,.....,...+- ~ -:1 Women's Association of the Hillcrest United Presbyterian Church, Burgettstown, Pa. ----yes ...... ""'-.~ Bequest Alfred Lambert. Lvnnbrooke Roc: d Springfield, De. Co., Pa. none ves ---'RPC'fllPl':f-.. Margaret Scott Geller, 1027 N. 19th St., Allentown, Pa. niece ves ---2 ;q l"'Pl': i ihmm " Virginia Lambertl Lynnbrooke Road, Sprinafield. De. Co. Pa niece ves ---? /0 ............... ; ,.::j,,, .... Kathryn Dornan Younqst, 1023 Countrv rlnh Rn~l'l Mnnnnrr;::,ho 1; niece yes ---2_L9 residuum Harry M. Scott, 15 · J Pa. Tope St. Burqettstown. Pa. nephew ves ---2 /Q roC!; r:lnnm James E. McCalmont, 247 McMurray Rd. , Bridqeville. Pa. neohew VP!': ---2/9 l"'Pl': i c'hmm I ":>. --· Form RCC-62 ESTATE OF ETHEL R. McNARY Jointly held property The following United States Savings Bond, Series E. Taxable Face Issue date Registration Value Portion $25.00 2-1-1959 Ethel R. McNary or $26.26 $13.13 v Helen M. McNary 25.00 7-1-1944 Ethel R. McNary or / Kathryn R. Dornan 39.37 19.69 25.00 4-1-1957 Ethel R. McNary or James E. McCalmont 28~01 14.01 v' 25.00 10-1-1941 Ethel R. McNary or v' Margaret s. Geller 42.22 21.11 25.00 4-1-1957 Ethel R. McNary or / Thomas v. Geller 28.01 14.01 25.00 2-1-1959 Ethel R. Mc;Nary or v Tommy Geller 26.26 13.13 25.00 9-1-1943 Ethel R. McNary or / Catherine Taylor 40.68 20.34 25.00 6-1-1964 Ethel R. McNary or t.l Paul Scott Newton 21.12 10.56 25.00 6-1-1964 Ethel R. McNary or tl Paul Scott New·ton 21.12 1,0 ,56 50.00 9-1-1965 Ethel R. McNary or v Harry M. Scott 40.64 20.32 25.00 4-1-1943 Ethel R. McNary or v Virginia M. Lambert 40.54 20.27 25.00 6-1-1944 Ethel R. McNary or rl Georgina M. Taylor 39.37 19 •. 68 25.00 8-1-1941 Ethel R. McNary P.O.D. II Virginia June Lambert 43.06 43.06 25.00 6-1-1943 Ethel R. McNary or I Alice Jane Dornan 40.54 20.27 $260.14 - r .. .... RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE· List first five items in the spaces so provided, observe notations thereon, and instructions r--------=D=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~~THIS COLUMN :REGISTER ONLY Lee Funeral Home Josenh L Hnffmr~nn OTHER DEBTS AND CLAIMS George C. Wickerham Hartman's Flower and Gift Shop Span & Taylor Drug Co. Ralph Barber · Yareck's Hearing Aids Kurtz Monument Company Golomb & Klein M.D. Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * (*) See Note below 1967 Income Tax Report Account v. decedent Account v. decedent Account v. decedent Account v. decedent Grave marker Professional services -- Total $ q1o lao $ c.o 00 1 f>4 lqo 5 00 19 61 49 76 11 82 20 10 215-00 68 101 I $1552 29 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. . ... Jt ... ~ -. ~.--. ~·-.'W. --x' j~· •• ·~-••••••..•.• Subscribed and sworn to before me this ...... -. . . . . . . . . . . . . . . ~. (Executor-14 · · rl ....... s.o .. #!! ...... day of ..... ~.':l~~.' ............. 19 .. ~~ .. 1.023 .. Countr:v .. Club .. R.oad ............ . (STreet Number) · · .... ··:,riEl£~! 'f!;~y. PUbliC. JlltJnongahela, Was~gt~n County, Pa. My Comm1sswn Expires .. Monongahela.,.. J?a •.... 150.63 ........... . (City or Town and State) lw1ay 9, '1912 Having been duly sworn according to law, I do he ·eb that the above appraisement ................. o.(t.~~ .... day of ........... .L.L.~ •••.•.•.•..•.•••••••••.•.•• is made in conformity with law on this < e.~~ ~/. ....... . ~~~r· In the event that any future interest in this estate is transferred in possession or enjoyment to collate ·a! heirs of the decedent after the expi1·ation 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 T~E STER I, the undersigned duly elected Register of Wills in and for.. . . ....... -Dt!-,;,., .... ::.,..c:.,....~!l :?><..; . • County, Pennsylvania, do respectfully pt as to those items where a greater or lesser amount report that I have allowed debts and deductions in the amounts aimed by deponent, is set forth in the las olumn to the right in said schedule above, which greater or le s a nt epresents the sum allowed as a deduction. ·-................... ~~ .. . Register of Wills ·.i Form No. RCC-62 (2·64) Will Administration lNo. · · · · ...... Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ETHEL R. McNARY, ....................... · ............... . Deceased Late of ... Monongahela ............. . County of .... Ws:\~lJ.j..ngt~I?-............ . Commonwealth of Pennsylvania . . -· ... . ..._. ~ G"l l" ::::0::::0 c..o ··-REPOR~AND=APP~~SAL~ ..,..... -(f) ~-f :-:: U.> Ui t" -. ~ ::..: -t r"'J r. i ~~ rn r- --i ::::J j---...J oe z -' -·q CJ ... -u 0 )> 0 :E; ;:.t.1 . --. I z "l:lro ):> (/) <.A.) rv ~oceph L. Hofi~nn Attorney at La.~ 9!12 W. Main St.r~. t r.Iononae.hela, Pa. 1 o o :3 3 ...... I. ' i, )' '-~ Fo,rm ,r-to. RCC-62 ( 7-69) THIS FORM REQUIRED IN ALL ESTATES WITH GROS.S A,SSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, -~ El'"Fl!:CTIVt JANUARY 1, 1962. (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) ~J-~~-3~~ OFFICE OF THE REGISTER OF WILLS SUPPLEMENTAL County of .... W q.? .h. i 11.9. t 0 fl. ......... . . ~~.41) r Y.IJ .• Qo rncHl .. Y. ou.ng s.t -................... of .1. Q ?.~ . ~.o. Y D.t. r:Y .. G 1 !J.Q . R.O.Q.O. ~. ~P.n o n.g ah.e 1 a.!' (Name) (Address) p a . 1 5 Q 6 3 being duly -------~-W_o_rn_ ____________________ .according to law, deposes and says that9Je is the _______ E;:xg_c_u._t_r_i_x_ ______________________________ _ · (Exec., Adm., Lega~. Etc.) of the estate of ___ J_:I;_b_~_1_ __ R_! ___ M_c;_N_~_r..y__ ___________________ whose I~st residence was _l_Q_2_3 ___ C.o_u_n_try ___ C_lub ___ .R_o_a.cL~------ <No.l (Street) t1.9J!.QJ1_g_(J_h~J~ _ _.t ___ ~_(J __ • ___ _)__~_Q.§_~deceased, and that the whole of the estate of said decedent, who died __ _[e.__b_. ___ _2_6 __ , __ }_9_68 , (Citv, 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 Personal Property .. Estimated Value Checkin Account Mellon B an k and T r us t Com #154-7972 Ethel R. McNar Executrix of the McNary ----------------;-... ------------- DATE CHARGED GBI50 REV. 1·63 MAIL TO THIS ACCOUNT HAS BEEN CHARGED AS INDICATED BELOW: DESCRIPTION Close out McNary Estate Account Cashier's Check #1293351 TOTAL ONLY WILL APPEAR ON STATEMENT $294.06 MELLON NATIONAL BANK AND TRUST COMPANY _B_u_r-=g::;.,.e_t_t_s_t_o_w_n _____ oFFicE Estate of Joseph R. McNary ACCOUNT NUMBER DEBITED _1_54""---'· _·l-1--'7'-9'---7.:....2_· __ CUSTOMER'S DEBIT ADVICE PLEASE PRESERVE / I f :~" Estimate:d-;. Jointly Held Property V~!ue None n on - - Transfers within TWO YEARS Prior to Death None 0.00 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 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 Maraaret Scott Geller 1027 N. 19th st. Allentown, Pa. niece yes ---2/9 Virginia Lambert, Lynnbrooke ~oad, Springfield, Del. Co. niece ves 2/9 -a. --- Kathr,i'n Dornan Youngst, l 1023 Countri' Club Road. Monongahela, P a. niece yes ---2/9 Harry M. Scott, 1 5 Tope st. ' Burgettstown, Pa. nephew yes ---2/9 James E • McCalmont, 247 McMurray Road , Bri dgevi 11 e, P a. nephew yes ---l/9 -~~---~----~,----~--------~-~----------------------------------------.. .. RESI.DEN'P DECEDENT • <1 ··... ·~ 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 Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Fil ina and Notarv Fees Administration Expenses * Joseph L. Hoffmann Counsel fees * Fiduciary commission * OTHER DEBTS AND CLAIMS ( *) See Note below - Total AMOUNT THIS COLUMN .KEGISTER ONLY $ $ 6 oc 40 od .... • "' C1 I . I c t .... • l IJ I /- 46 00 lfP '-IL, bn 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 Subscribed and sworn to before me this ..... fit ~.t ........ . ~ 'l~vmtVD-~")"""'1..tl'lr-or less than the estimated amount claimed and allowed. .l. 0.2.~ .. Co.tm t.r.Y .. .C l.u b .. Ro.ad .............. . (Street Number) Monongahela3 Pa. 15063 (City or Town and State) May 9, 1972 Having been duly sworn according to law, I d~:!·eby certify17that the above appraisement is made in conformity with law on this ................ _/.J .. 7t:Ju _ ..... day of ...... /?2.-:;(-~U. .. _ ........ ·cJ;-...... , 19 -~ .. -......... -:!/./.~ .... -~~-.-. '/' ~--~-......... . ApprRiser In the event that any future interest in this estate is transfened 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 ~tREGJRTER 0~ WII)LS I, the undersigned duly elected Register of Wills in and forl_t:r,,~~-. ~..... . . . nty, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by deP, nt, except a o those ite s where a greater or lesser amount is set forth in the last column to the right in said schedule above, which greate r lesser amou t rellll"oese~ the sum allowed as a deduction. Dated: ... 1~ JJ.1~7~.RUS.Stll.MAR.IN~rr ....... .,."-.... A .....--. ..4.~.1..1. ... ~~---- Register of Wills ·~ ,., . -. Form No. RCC-62 (7-69) Will Administration }No. · · ........ Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF . ~!.~~ .L .. ~ ... -~~N~~.Y.?. ................ . ·· · · ·· · Deceased Late of .... ~P.n9n.9.q.h.~1? ............. . County of Washing ton ••••• 0 •• 0 ••• 0 •.• • ••••• 0 0 •• 0 •••••• Commonwealth of Pennsylvania REPORT AND APPRAISAL SUPPLEMENTAL 8oueph L. Hoffmann Attorney ::.t I -o·v 142 W. I..::.:!·..l .: •• ·~ct Ilononga.hela., Pa.. 15063 r .. 1 1 ~-~ I : ! ~ ( '• '~-;-1 l ... ._, .. ..) 9 7 2 ti fi R R M1 f 0 5 3 RUSSFU !:,\;:no REGISTEi~ Cf ~VILLS \tVJ~SHiNGTOJJ CO., Pt1 • Form RCC-4-Rl-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA J!ESIDENT DECEDENTS 948782 OFFICIAL RECEIPT No. Transfer Inheritance and Estate Tax File No GJ-68-354 D ~fay 9 68 ate 19_ WASRINCTON Office REGISTER OF WILLS. q. WASHINGTON c t R . d f Kathryn D .. Youngst, Paying on Ind. Lia". oun y, ss: ece1ve rom · · (l~Ut~...,..,,.,_,'V"..r"'t:\!'!l_"filYVV)!l"lY"t.YY. 'n'muDt R u ~~• n·y : ~ ~mtms.t~~ of the estate of 1:..1.rm · • .t•4C.l'l'.n~ who died February 2101 19 68 TH!RrtY-Sh"'VEN al\d 07/100 • ... • • -... ---· the sum o ollars being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: , Appraisements Made and Filed Real Estate Date Valuation $. $. Total Personal Property Date Valuation $, _____ _ $, _____ _ Total Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities $. $. _____ _ $. $ ______ _ 'I'UI'II'l'U $. •• ,,~vr.~PLETE Date 19__ $·------- --------19__ .!:$======= Estate Tax Assessments Date 19__ $'------- --------19 __ ~$======= NOTE: In accepting the transfer inheritance tax on future estates prior to the death of the life tenant or tenant for years, as evidenced by this receipt, it is understood that the Com- monwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additional tax may be legally due and collectible for any reason whatsoever. iJOOD [p[LO ©£ 1ITE 37-98-1 NOTE: This Triplicate Receipt to be retained by the Register of Wills and filed in numerical sequence for audit purposes. Computation of Tax Tax on$ 5% $ Tax on$ 10% $ Tax on$ 2% $ Tax on$ On Aeet .. 15% $ 37,0? Exemptions * $ Total Estate $ Total Tax $ ---------- Less Tax Previously Paid (if any) $======= Balance $ ----------- Less five per centum of tax if paid within 3 months after date of death $ ============ Amount of Estate Tax Assessed under the Act of May 7, 1927. Add interest at the rate o %1 from ________________ _ to ------------------------------------ $--------------- $ 31 ,,,. .. , Total $ ---------- *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28, 1956, P. L. 1757, effective June I, 1957, as amended by Act No. 381, approved July 11, 1957, and Act No. 207, 1961, Section 302. /J~AL . -· .. ::L ' ;/ bst:t~~~ ~~\_,~ ;} 01 Re;ls1e/'.gf Wills MOORE BUSINESS FORMS, INC., ELMIRA. N.Y. / ~ FORM RCC-4-Rl TIIANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT 3? 98 1 Docket Page I ine ___ _ Estate o'L-------------- OFFICE OF REGISTER OF wn.LS WASHINGfON, --------------------------------~·CL May q 68 Date __________ }g __ SIGNED AND SEALED AS PROVIDED BY SECTION I201, ACT APRIL 9. I929, P. L. 343 AS AMENDED BY ACT MAY 15. 1945, P. L. 528 RUSSELL Ja.&INO Register of WWs 120I (g), Act of April 9. I929. P. L. 343. as czmended, viz:-"To receive from Registers of Wills czl! duplicczte ze-ceipts for tczxes pczid to them by executors or czdminis-lrcztors and to· chczrge the Registers receiving the money with the czmount receipted for. The originczl of eczch such receipt shczll be signed Cllld seczled by the Register of Wills Cllld trCIIlsmitted to the executor or czdministrcztor, whereupon it sheri! be Cl proper voucher in the settlement of the estczte. In no event sheri! the executor or adminis-trcztor be entitled to cz credit in his czccount by the Register unless the receipt is so signed cznd seczled by the Register of Wills." Fill in below nczme Cllld Clddress of parson to whom tczx receipt is delivered: L UONONGAH.El.A, PENNSYLVAtliA 15063 .. . _j RC C·39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ' . SUMMARY Estate of MCNARY, ETHEL R. DATE OF DEATH 2;...26-68 FILE NO. 63-68-354 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINCPTON 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: _--..:.MAR=c:::.CH!..!........:l:,;3:...~.,......::.19L.7t..=2::__ __ FREID TOSI INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS WASHINGTON 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, exce t as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", w sser amount represents the sum allowed as a deduction. Dated: IMAR 14197.2RUSSELL MARINO 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 Valuation of life estates or annuities . . . . . . . . . . . . . . . . . . . $-------+-- ESTATE TAX ASSESSMENTS $ _____ .....__ VALUE AS APPRAISED $----~~~~-'J!J4 •. oo 294. 06 24$. 06 FOR USE OF REGISTER ONLY COMPUTATION OF TAX ____ _:3~~12l VALUE AS REAPPRAISED $------~-- TOTAL TAX $-------------L-- (*) As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue •.. Less tax previously paid $========1== BALANCE $-----+--- Less 5% of tax if paid within 3 months after death $========= 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 $ __________ ___~. __ _ ----------~·0-----$------+--- TOTAL TAX BALANCE $------1---PAID $ _____ __!_ __ 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 t No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ETHEL R. Ma:NARY Deceased Late of . . . . . . . . MONONGAHELA. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL • ;... .· i ., ·• . - COMMONWEALTH or PENNSYLV M.JIA DATE MARCH 13, 1972 DEPARTME'I'~T OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 1 7 1 2 7 RESIDENT INHERITANCE TAX APPRAISEMENT NT WASHINGTON cou y ............................................................................................. . FILE NO ..... ?.~.:.§.~_:?..~.~-: ................................................. . Whereas, ...................................................... ~-~-~~ .... ~.! .... ~?.~.~~ .......... l ............................... late of .............. ~~~g~-~~~~ ............... , ......................................... . in the County of ........................................ ~A~!l.~~!.Q~9:N.. ............................................................. Commonwealth of Pennsylvania, having died on the ........................................... ~.9th ................................... day of f..E3.9.:r.~~-~Y.. .................................................. 19 .... .?.~: seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ....................................................................................................................................... , 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 fil the following appraisement· , e . 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 Com~p.onwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Appraisement Unit Description of Asset Values Made for Inheritance SUPPLEMENTAL Tax Purposes $ 294 06 PERSONAL SP.A couv of annraisernent ,., ,. - . I WASHINGTON County !" RESIDENT INHERITANCE TAX APPRAISEMENT Estate of E.:.'I'~ ... B.• JIJ:qNMY. .... Deceased. Late of MONONGAHELA Date of Death, ..... EEBRUARY .. 26., ... 1<).68 .......... , .... . Appraiseme11t Docket· Vol., ..... .3;7.~ ............. , .................... .. Page, .... ?.?~~ ........................... No ...... §?..::§1?.::?..54. ........ .. Filed in Register's Office, Amount of tax due, $ .................................................................. .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, ...