HomeMy WebLinkAboutOC1968-0394 - ESTATE OF MCMURRAY·.
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IN THE ORPHANS COURT OF
WASHINGTON CO~, PEN!jk.
NO. 3tj!l-< /('CY
IN RE:
ESTATE OF MARGARET G.
McMURRAY a/k/a MARGARET
GALVIN McMURRAY
PETITION OF PERSONAL REPRESENT -
TIVE TO HAVE REAL ESTATE CONVE
TO HER IN INDIVIDUAL CAPACITY
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RICHARD DISALLE
ATTORNEY AT LAW
LAW & FINANCE BUILDING
CANONSBURG, PA. 15317
/:;_,/-!Z"I
~
/
..
IN THE ORPHANS COURT OF WASHINGTON COUNTY, PENNSYLVANIA
IN RE:
ESTATE· OF MARGARET
G. McMURRAY a/k/a
MARGARET GALVIN McMURRAY
)
)
)
)
)
)
)
NO.
PETITION OF PERSONAL REPRESENTATIVE
TO HAVE REAL ESTATE CONVEYED TO HER
IN INDIVIDUAL CAPACITY
TO THE HONORABLE, THE PRESIDENT JUDGE OF SAID COURT:
The Petition of Mary Lee Evans and Richard DiSalle respect-
fully represents:
1. That they are the executors of the Estate of Margaret
G. McMqrray a/k/a Margaret Galvin McMurray, who died testate on
August 28, 1966, letters testamentary having been issued to the
petitioners on September 22, 1966, by the Register of Wills of
Washington County, Pennsylvania.
2. Under the provisions of her Last Will and Testament,
the decedent, Margaret G. McMurray, gave, devised and bequeathed
all of her estate, .real and personal, to her daughter, Mary Lee
Evans, who is also one of the executors of the estate.
•'
3. The only real estate 1n the estate of the decedent con-
sists of all of Lots Nos. 1 and 2 and a portion of Lot No. 3 in
the Plan of Lots laid out by the Estate of D. T. Watson, deceasec,
-1-
..
called the Morgan Addition Northeast of Morgan Avenue, said Plan
being recorded in Plan Book 3, page 113 and situate in the Borou
of East Washington, Washington County, Pennsylvania. Said lots
are the same lots of ground conveyed to John B. McMurray and
Margar.et G. McMurray, his wife, by deed of Sarah Van Kirk, un-
married, dated July 15, 1937, recorded in Deed Book 613, page
608. The said John B. McMurray died on February 18, 1960, leav-•
ing the decedent as surviving tenant by the entireties.
4. All of the expenses of administration and claims agains
the estate have been paid and satisfied in full.
5. No other party has any interest in this estate.
6. Wherefore, the petitioners request the Court, pursuant
to Section 546 of the Fiduciaries Act of 1949 to authorize and
direct Richard DiSalle, co-executor of sal· d t t t ·k es a e o rna e, ex-
ecute and deliver to Mary Lee Evans, in her individual capacity,
a proper deed conveying the real estate above described to her.
Richard DiSalle
-2-
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
)
) SS:
)
•
Personally appeared before me, the undersigned authority,
MARY LEE EVANS and RICHARD DiSALLE, the petitioners herein, who
being duly sworn according to law, depose and say that the facts
contained in the within Petition are true and correct.
Richard DiSalle
Sworn to and subscribed before me
t
'.My Commission Expires~
MRS. FRANCES M. GRAY, Notary Pubiic
Canonsburg, Washington Co., Pa.
My Commission Expires September 19, 197Q:
•
IN THE ORPHANS COURT OF WASHINGTON COUNTY, PENNSYLVANIA
IN RE:
ESTATE OF MARGARET
G. McMURRAY a/k/a
MARGARET GALVIN McMURRAY
)
)
)
)
) NO·---------)
)
)
ORDER AND DECREE
AND NOW, March 0/~, 1968, upon consideration of the with
in Petition, it is hereby ordered and decreed that Richard
co-executor of the above estate, make, execute and deliver a
deed on behalf of said estate to Mary Lee Evans, in her indivi-
dual capacity, conveying to her all of the real estate described
in the foregoing Petition.
e,
'
...
I
Form RCC-33
:.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COllECTIONS
RESIDENT DECEDENT COUNTY OF WASHINGTON
IMPORTANT: This return must be completed in detail and filed in duplicate,
Register of Wills of the County where decedent resided; Return
date of death, unless an extension is granted by the Secretary
. __ thf _In!leritance_ ~n!f E_s1;ate 'fax Act of 19!)1.)
IN THE MATTER OF THE ESTATE OF } MARGARET G. McMURRAY a/k/a MARGARET AFFIDAVIT OF
GA.LV.IN .... McMU~~~~~~--~;~ ... ~r·d~;;d~~t·)' ................................................. : .......... · EXECUTORs
Late of B..o.r.o ...... o.f ..... E.ast ..... Wa.s.h ..... , ...... W.a.s.h ............... County ~
::.:; p:::~~::: ~:-~-=~-~JM'
......... M.<:l:J:'.Y ...... ~.~-~-.. :J;:Y.~:r:!.§ ..... ~mcJ ..... Rt..G..h.a.:r. .. d. ...... P..iS..a.ll..e ...
of the estate of the above-named decedent being duly sworn, depose and say
(Month)
........ , 19 ...... 6 .. 6 ..... ,J testate leaving a la.st will, copy of which is hereto attached. }
(flay) (Y""-r) L_x.x~ ·
. Name and address of attorney or Richard DiSalle, Es.q. .. .. ............... . ' '} other authorized representative to
whom all correspondence should be
mailed.
.Law &--Finance Building, Canensqtirg,-Pa. ·
That as such -~~e.c.ut.o.r..s .................. deporient is familiar with the affairs of said estate and the property con-
o•:x·~cutor-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 NA~E OR NAMES OF HOLDERS TO DECEDENT
None
-
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 Sc.hedule 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 market value thereof as of date of death of decedent.
That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent
at the t1me 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 th~ 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 St!l._tes to t}Je decedent; all obligations, whether by statut~e .·or ·agreement they
are designated as tax free, of the United States, or any state, or political subdivision.thereof, or of
any foreign countrJ<,,~whi~h 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 a~d all
other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated
market value thereof; all bonds and mortgages 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 to 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 at the time of death, with the market
value thereof at such time.
.:
.... "" '
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 s~id co-partnership or business.
A copy .of the co-partnership agreement, (if oral, a statement setting forth the nat1ire of the agreement)
together with a statement setting forth the character of the business, its location, and such other facts.
pertaining to the business 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_';'alue
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~c~edule 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. In the c·ase of transfers intended to
take effect in possession or enjoyment at or after death, there is also· attached to the schedule -a COJlY
of the deed, trust agreement or other instrument creating the trust. Thero~ is also set forth in said
schedule a list of all property, real and personal, with its value, which pa~ses 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 individvally o~ jointly, by the will., deed, or other instrument of another,
with a copy of the instrument 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, and the 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 personalty, 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 unpaid at time of
\ ' . ' de.{ith; taxes accrued. charge.able 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 c_ollateral 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", ~
have been carried forward and properly registered in the Summ(ary;--'
Subscribed and sworn to before me this ...... ././...~. ·""""'=::td,C:l,""""~.Q::::::::J.-~..dU.~~&-~-::::::...-"';;;;~-----, "'; ... day of ... ·~t=:;'··· .. .19 6_? ~~~~-
............ //..~ .... h .. . . . . .. ..... '22!. ... 1 . .. . .. ... . . ................ .. ....... L.aw ..... ;.~.rt~an.c.e .... B.uil.ding ........... : ... ~ ............. .
MRS. FRANC M. GRAY, Notary Public (Street Number)
Canonsbur2,. Washington Co., Pa. . ....... <:;.~.:O.:.S'.~.~ .. t.?.~~-g.} ....... ~.~ .. ! ............................................................. .
My Commission Expires September 19, 1910 (City or 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 (H!\4) -
COMMONWEALTH OF .PENNSYiVANIA
DEPARTMENT~OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE 11A"
REAL 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 hf'ld by
the de.cedent as tenant in common with another or others, should .be 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 Commo1_1wealth of Pennsylvania should be
described by lot and block number, street and street number, together wl 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 encumbrances upon 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
'.
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
(2)
ESTIMATED
MARKET VALUE
&aoo.oo / $35,000,0..0
(3\ I
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
/
RCC-35
CO¥MONWEALTH' OF PENNSYLVANIA
TRANSFEJR' I-NHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
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 with another or others
must be listed under Schedule "E". Intarigible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P. 0. 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 UNIT ESTIMATED DEPARTMENT VALUATION
l
2
4
List and describe fully
Household furniture and personal effects,
including clothing
Savings Account with Pittsburgh National
Bank (formerly Peoples First National
Bank & Trust Co.) Washington, Pa. Account
No. 17134
Savings Account with First Federal Sav-
ings & Loan Assoc. of Wash., Pa. Account
No. S-8128
Savings Account with Mellon National Bank
& Trust Co. Account No. 59064
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
VALUE
/
X X
MARKEl' VALUE (Do not write in
this space)
$ 2,000.00 ·o/~
548.88 ;q(~
9,925.03 .4~
16,847.59 : J7( $ \1; "rr)
/
$ 29,321.50
RCC-3:6 . .
·ro\nt0\T1HLTJI QF l.'.F:\'NSYLVANU
T!U:\~FFl\ 1:\HElUT\NCE TAX
H.ESinE\T DECEDENT
SCHEDULE "C"
T Tt \S S FET'tS
(1) Dirt 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 decertent, within two years of death, transfer property 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) N 0
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no) ____ _
(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) No
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) N 0
(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 transferee1.s promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) --~N~oL---
(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 terms
of transfer or by operation of law? (Answer yes or no) No
(9) If the answer to (8) above is in the ~ffirmative, was the ,nower to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no) •
NO'l'E 1: The answers to these questions should be supporter! by affidavit by th~ attenriing physician as
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transferred, it's fair market value at date of death, dates of transfers and to whom tr!'lnsferred, with
relationship of transferees to rlecedent, 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
(D~pt. Only)
__ _._ _______________________ _,_ _____ _.L_ _________ ··--·· ..
Insert th ls tottd oppos j t~ "Transfers", Scherlul e "C" in the
"As Reporter!" coJurrm on the last page of this return. None
X
RCC-'38
CCMMONwEi\LTH"OF'PENNSYLVANIA
THANS}~R INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRrCTIO!'iS: This schedule must disclose all property, real and personal, owned by the decedent jointly
with 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 tmder Schedule
"A", plus the date and place of record of instrument effecting vestiture, but do not include entireties
or out of state 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, Date of Acquisition, Name! Unit percentage Estate
Address and Relationship of Co-Owners, and Place ; Value Share Valuation
of Record of Instrument, where Real Estate. I
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
Value of
Decedent's
Interest
Savings Account with Mellon National
Bank & Trust Co., Washington, Pa. in I
name of Mrs. Margaret G. McMurray or
Mrs. Mary L. Evans, Account No. 48609
in amount of $25,637.04. l,/ SO%
[\ 12,818.52
'""m~~~~J7jSf
Savings Account in name of Mrs. Mar-
garet G. McMurray or Mrs. Mary L.
Evans at Dollar Savings Bank, Pitts-
burgh, Pa., Account No. S4689 in
~Pl+/s-r
Checking Account with Pittsburgh
National Bank in the name of Mrs.
Margaret G. McMurray and Mrs. Mary
Lee Evans, Account No. 83-4-816680,
so% 6,S2S.13
I
~fp:bf,~Js-5' so% 2,321.29 IJ
I
J
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return. '-= 21
\
h
. ' .
'RCC-37 ~(12-63) ·, • '
l'lHt:\lt'):'\""E:U.Tll OF l'E:'\:'\SYYl.:\NIA
TRANSFEl\ 1:'\II).:HI'l''.·\!'fl'E 1':\X
RESIDENT DEL'EDE:'\T
BENEFICIARIES AND ADDRESgES ~ ' State full names and addresses of all who
ave an interest, vested, contingent or other-
wise, in estate)
Marv Lee Evans
410 Wilson Avenue '
Washin<Yton Pa •
.
-
..
SCHEDULE "D"
BENEFICIARIES
RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF
illegitimate children DECEDENT OF BENEFICIARY
are involved, set STATE YES IN ESTATE
forth this fact.) OR NO BIRTH
Dau~hter Y~s lF.nt-.; ro P
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
Non
-
Will
Administration ~ No.
D< THE
Year
:\lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
MARGARET G. McMU~Y a/k/a
MARGARET GALVIN McMURRAY
Deceased
Late of ... aorough of .East ... Washington.
County of \Vashi!lgton .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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S\"lXL\J ·;J :...;::u::i;or
Sc • ., 11d 8'7 "-" ~t.. • CJ \ , : " v~ , I
03ll.:~
(Executor-Administrator
must complete "As
Reported" column #1.)
0 ..,
0 "' "' ...,
110 ,, >: '.
110 " 0"' ~
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"' .... 110 .... ('!)
. ..., ;;;; ~ '-! .., .., 110 0 § ~ >-'
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,CC-';q ( 6-64)
COWONWE,~~-TH OF PJ~NN~YIN:\NI.\ T1UN~F'F.H INHi•;R'I~AN.CI': TA~
R..;;:SIDENT DECED.F.NT
McMURRAY, MARGARET G. a/k/ a
McMURRAY, MARGARET GALVIN
SUMMARY
FILE # 9327-220 TlEPOrtT OF INHERITA~CF. TAX APPRAISEH
I. the undersigned 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 i tern in the last column to the right in Schedules "A", "B", "C" and "E".
Dated: V£~ a¥£_ I~TAX APPRAI R
09-14-67
08-28-66
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for Washington
County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts
claimed by deponent, ~xcept as to those items where a greater or lesser amount is set forth
in the last column to the right in Schedule "F", which lesser amount represents
the sum allowed as a deduction.
Dated: 09-14-67
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)
CLE!Ll{ VALUE OF ESTATE
Valuation of life estates or
annuities
ESTATE TAX ASSESSMENTS
FOR USE OF REGISTER ONLY
Tax on $ ·--!'i~1o
Tax on $ 10'%
Tax on ~ 8~.!638.26 :~ Tax on $ . __ lfl;o
Exemptions == Total Estate
TOTAL TAX
Less tax previously paid
·BALANCE
( ::')
Less 5% of tax if paid within
-U?~/~~
REGISTER OF WILLS
VALUE AS REPOWfED VALUE AS APPRAISED VALUE AS RE~~PRAISED
$ 35.000.0Q_ $_ 45,000.00 ·-*---~--
22,.321.50_ 22,321.50 ·-
21, 664. 9.Q~_
85,986.94_
8.348.1~ -
77.638.2~--
$--~--
$ ------
21,664..5ZG ·-
95,986.94 ·-
8,3t.,8.18 :=
87 ,6)8.26.._
======:=
COMPUTATION OF TAX
* !!:
$ 1,752.76:=
$
$ ____ _
* ======:______.;. $ _____ _
(':') As evidenced by Chari table Exemption
Certificates issued by the Secretary
of Revenue,
3 months after death $ ============:===
BALANCE OF INHERITANCE TAX DUE
Add interest ~t rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED $ _____ _
Estate tax paid
BALANCE DUE
Add interest at rate of 6% from
to
FOR USE OF REGISTER ONLY
$ ------
TOTAL TAX BALANCE
PAID.
ADJUSTMENTS
$ ______________ __
$ ______ _
$ ______ _
$ ______________ _
$ ______ _
$
NOTE: Where subsequent adjustments are made to the above computation of tax by the
Register of Wills, for proper reason, same should be noted below, with short
explanation.
Will
Administration ~ No.
I:S THE
Year ........... .
:\lATTER OF THE APPRAISEMENT
OF THE
EST.-\.TE OF
.. MARGARET .. G •. McMURRAY ..
Deceased
Late of . . . . EAST. WASJ:IJNG.T.O.i'J .
County of . . .. WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~
..
~
.r
Fonn. RCC-2·
·-. ............ §. ~P~.~JI.l:t'..~~ .... M:.L ... ~.9..9.7. . COMMONWEALTH OF PENNSYLVANIA DATE
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX Washington
BUREAU OF €0UNTY~, COLLECTIONS COUNTY .................................... :r.:·······················;;;·············· ......
HARRISBURG, PENNA. 1712 7 APPRAISEMENT
FILE NO •............. 9J..g7.~.??..Q .......................................
.,
Whereas, ........................... ~RG:A.J~$.T.. ... O:.~ .... Mq~X ... ~/.J~l~ .............................. late of ...................... ~$'J,' .... WA?.tnNG.+.9.~ ... ·······························
in the County of ............................... WASHINGTON ................................................................... Commonwealth· of Pennsylvania, having died on
I the ...................... 2.$. .... t.h ....................................................... day of ............... 1.\..~w:i.t .......................................... 19.9.9 .. , seized and possessed of an estate
subject to Inheritance •mder the laws of the Commonwealth of Pennsylvania;
Therefore, I, .................. W:.~.R.~ ..... C.HANID.;_,...................................... . .......................... , 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 Appraisement Description of Asset Values Made for lnheritanct
Tax Purposes .
""'
$
-
REALTY:
As per Schedule "An 45,000 00
.•.
PERSONALTY: i
.. I
As per Schedule "B" 29,.321. 50 ..
TRANSFERS:
...
NONE NONE
·-·
JT. HELD:
As per Schedule "E" 21,664 9C1-·
-·
TOTAL 95.986 4t'/
.I
..
.........
I I \.
i
I
form~~vi,;:~hb;:': ::lfh~:<>l"ll ~~?~:: ~.~ :r·~~2~ ;=~~i;~t ;;;;~?
~;;:z Appraiser
... .. .................................. '""!"'"'"''"'"'"'""'"""''""'"""'""""""'"'''"""''""'"''""'"''"'''''''''•'"'"'''''""" M\lmbcr a.nrl r t
Penna.
fj ••
... -
.... W.AS.HIN.GTON .... . ................... . County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
... MARGARET ... G .•... .McMURRAY .... a/k/a
Deceased.
Late of
... EAST .... WASI!INGTON ................................. .
Date of Death, ............. A:ugus.t ... 2.S,. .... l.96.6 ............... .
Appraiseme11t Docket Vol., ............ ,3.6 .................................. .
Page, ...... 233-10 .................. No ........ 9)27--220 ........... .
Filed in Register's Office, ... S.e.pt .... l4 ............ 19 .. 67 ..
Amount of tax due, $ ................................................................... .
DEPARTMENT OF REVENUE
~-· Received,
Examined and Approved,
Wrote abo.ut Appra-isement,
~ppeol f1'om Appraisement,
Entered and charged, ....
:..~
·,
r
\
•'
...
·i·
~~
Fonn RCC-2 ·--
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 77 1 2 7
r &3-& ?-~1r'l
COMMONWEALTH OF PENNSYLVANIA ! •.
RESIDENT INHERITANCE TAX
APPRAISEMENT
..3(-cJ.JJ-/6
DATE ..... ~.~.~~.~~···· ?..?. ... t.. .... !.~.~ .. ~. .... ..... . .
COUNTY ...... ~~.~.J.i.!~~.~.Q.~ ....................................... .
FILE NO. .. ................ ~.~ .. ?..?..:: .. ?..?..9 ....................................... .
MARGARET G. McMURRAY, aka EAS WA Whereas, MARGARET ..... GALV.J.N .. ··MG·MURRAY ................................................. late of ....................... T. .............. S.HIN.G.T.O.N ................................... .
in the County of ......................... WA§.ff.JNQ.1'.QN ..................................................................... Commonwealth of Pennsylvania, having died on
the ................................. Z..8.t.h ............................................... day of ..................... Augu.s.t ............................... 19 ... 66., seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ................... W.~ ...... ~.~ ...... 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.
Description of Asaat
SUPPT .F. ME NT A l
AFTER DISCOVERED ASSETS
Unit
Values
$
Appraisement
Made for Inheritance
Tax Purpoaes
----------------------------------------------------------------------4-------~---------+-----PERS.: ---=========~------------------------------------------------~------~--------+---NORTHWESTERN NATIONAL LIFE INS. CO., MINNEAPOLIS,
MINNESOTA. BALANCE OF ANNUITY. PURCHASED BY DECEDENT
FOR HER OWN LIFE.
>
1---------------------------------------------ll-----ill------+---l TOTAL 39,538 78
1------------------------------------------------------------------+-------tt----------l---!,
~--------------~~~1
Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con-.
formity with law on this .................. ~.?.~.h ............................ day of ........ ·.:·.·.:·.·.:·.·.·.·.·.:·.·.·.·.::·.::·.:::·.·.::::·.:·.·.::::~~:.2.l·.·.·.·.E."f!/...;:::.::::::~::~·~·.·.·.· .. ·.·.·.·.:·.·.·.·.· .... ~~ ·~·.~.·.· .. ·.·.·
c:..;Jf' Appraiser
.............................................................................................................. C/.. ............................................. ..
wlmft~&fBW .......................................................................................................................................... , Penna.
(Post Otllc:e)
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
Deceased.
Late of
EAST WASHINGTON . ··········· ........................ ················ ............... .
Date of Death, ....................... ~.~~~-~-~----~~--'····-~-~-~-6
Appraisemel!t Docket Vol. 36 J ••··••··••·•••••••·••••••••·••••••••••••••••·••··•••••
Page, ..... ~.~-~.:.~2 ................. No ........... ~}.~.?..:.~.~.9
Filed in Register's Office, .. .A~K~ ...... ~ . .?.., .. 19 . .J.i~
Amount of tar due, $ .................................................................. .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
·Wrote abo.ut Appraisement,
Appeal f1'om Appraisement,
Entered and charged,
etc.
_,
,.
...
'"* ~ .
~ j·
I
I I
I
-
/
Form RCC-10 ClEDUCTIONS ALLOWED IN -
THE SUM OF ............ $ ... i...J .. Yf:/£. OFFICE OF THE STATEMENT OF DEBTS ' l " REGISTER OF WILLS AND DEDUCTIONS ........ ?...:~.:..~.~!.. ... Washington DATE APPROVED ........ OF COUNTY
AND AGENT OF THI! COMMONWiiiALTH
~~ #' 93~ 1-d'.2 (}
//)
~~~) «V ~:::r; Register of Wills, Aae~t
Margaret G. McMurray cijkja Borough of East Washington ESTATE OF ~(apgapet CalviH ~4eM>~:~:rrayATs OF
August 28, 1966
DATE OF FILING APPRAISEMENT 9-/s/-~7 DATE 01" DEATH
DATI! NO. OF'
VOUCH!:" NAME OF PAYEE
Robert c. Gordon
Clerk of Orphan's Court
Wash. Co. Reports
Observer Pub. Co.
Helen S. Britton. R.N.
Dr. Robert A. McPeake
McNary Jewelry Store
Post Gazette
Washington Meat Market
Coxts Caldwell
Templeton's Drug Store
West Penn Power Co.
Bennie Watson
John c. Talbot
James H. Clutter
Annex Pharmacy
N. L. Lewis
Mary Lee Evans
Q .; ..... l-. ~ ~ ...'! · n ..;-6 ~, -i &
Richard DiSalle
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Washington
4~A 1 Mary LAe Eyans & Richard DiSalle
INHERITANCE T~J!: PURPOSES.
FRANCES M. GRAY, Notary Public
Canonsburg, Washington Co., Pa.
My Commission Expires September 19, ~970
REMARK8 AMOUNT
Funeral Director !) 1291
Probate Will & Sh CPY't-. ?n
Adv. Ex. Notice 12
Adv. Ex. Notice 12
Nnl"si n.o-.c;;P-..,vi r.Ps l)f:
oJ
Doctor bill 2()
Bill 11
Newspaper bill 8
Food bill 20
Bill .1.S
Drue-Bill ~
Electric bill 6
/
Hauling rubbish I 8 .,
Bill 7 . 25
Bill ? 8 I
Drug Bill 1.1.
Bill ? .1
EYPr.11f-.nr><:! ~ l"'nrnrn; .<::!<::!; ,....,... 'J'>nn
Attornev fAAs '2noo
Total ! 8348
'
HEREBY CERTIFY. THAT. TO THE BE8T OF
FUNERAL EXPENSES AND EXPENSES OF
50
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