HomeMy WebLinkAboutOC1968-0427 - ESTATE OF PORTERRESIDENT DECEDENT SUMMARY
RCC-39 \'5-67)
COMMONWEALTH OF PENNSYLVANIA
TRAilLSFER INHERITANCE TAX
PORTER,LUCY MABEL
.FILE #63";'68-427 .
Betober 11,1967
a/k/a PORTER,1.}tI"..ABt:L,PORTER,Y.ABEL.........._.._,.><\It.
FILE #63-68-427 TlEP011T OF INHERITANCE TAX APPnAISER
I~the undersigned duly appointed Inheritance Tax ~ppraiser 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","B","C"and "E".
Dated:03-26-68
10-11-67
REPORT OF THE REGISTER OF WILLSI,the undersigned duly elected Register of Wills in and for __
County,Pennsylvania,do respectfully 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",which greater or lesser amount represents
the sum allowed as a deduction.
Dated:
REGISTtR OF WILLS
VALUE AS REPO~rED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$---------
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..Jt VALUE OF ESTATE
Valuation of life estates or
annuities ......•.
ESTATE TAX ASSESSMENTS
38~201.19.
38;201.19._
======:=
$-----
$------
38,201.19._
38,201.19._
=====.~======:=
(:::)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
COMPUTATION OF TAX
S;_
d>c:'_
FOR USE OF REGISTER ONLY
Tax on $._~f5%*_
Tax on $.__10%~_
Tax on $2~$
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 interest at rate of 8%from
to
AMOUNT OF ESTATE TAX ASSESSED
E s tate tax paid
BALANCE DUE
Add interest at rate of 6%from
to
TOTAL TAX BALANCE
PAID
:11;_
$;~------
$----------
$----------
$-------$
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subser'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.
IS THE
Year .
~IA'ITER OF THE APPRAISEMENT
OF THE
EST.\TE OF
..:WCJMA:B.ELPo.RTER .a/k/a..
Deceased
Late of ...WA,SBINGTo.N.
County of Wi\SH:r:NG'J.'ON .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
".,.
DEPARTMENT OF REVENlJE
BUREAU.9F COUNTY COLLECTIONS
"HARRISBURG.PENNA.17127
~.,,
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
COUNTY ~'i..~~.~!l.g~g!.!.
FILE NO §?:?.?.=4.~.?...
Whereas,LuQy Mabel P.or.ter late of W.Cl:.~.h.:4:Jg~.<?~.
in the County of Wa..shingt.on Commonwealth of Pennsylvania,having died on
the ~:l.:~.h day of .9.~~.<?):>.E3.!.19.~7 ,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
\(
Therefore,I,:.:w.~.~.~Q.he:~~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.
===========================r====r;:::======
REALTY:
NONE
PERSONALTY:
NONE
TRANSFERS:
NONE
JT.HELD:
As per Schedule "E"
Description of Asset
Total
Unit
Values
$
Appraisement
Made for Inherllanc(Tax Purpo.es
NONE
NON'!!;
Ni\1NE
3'8,201 19
38.20 19
II
..WA.$.HING.'r..QN _......................County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
....LUCY._..HABji~L PQRTER..
Deceased.
Late of
....._.._.__ _WAS.HINGTQN.__ .
Date of Death,Q9.t.9.9..~.r.JJ.,-'J.9q.7 :.
Appraisemeilt Docket Vol.,.:!.7..
Page,7.9.:-:.:-3........................No 63~6~4.Z.7..
Filed in Register's OfJi.ce,M.~:r..9.h :?qJ9..qJ:t
Amount of tax due,$.
DEPARTMENT OF ·REVENUE
Received,
Examined and Approved,.
Wrote abo.ut A ppra-isement,.
Appeal f1'om Appraisement,.
Entered and charged,..
~
,
'.
,4
"
"
4FormRCColO
OFFICE OF TME
REGISTER OF WILLS
OF __W:..:..:a!o::s~h~i""n~g::>-"t,"",o,"-,n=--_COUNTY
j 7 ~71-3
STATEMENT OF DEBTS
AND DEDUCTIONS
THE SUM
DATE APPROVED ..,
~
Register 0
City of Wa~hingtQn,Wash.Co.,Pa.L.MabelESTATEOF Porter LATE OF'7_A'::<-,7
DATE OF FILING APPRAISEMENT --.JODee::l1~.::::::33:!':;);:::J'3S;Ij>65::l7~_DAT&OF DEATH _--lOucC:Jtt;,.._J.L..l.J.....,)r--..lJ~9;t.;61:J....j7:..--_
DATE NO.OF
VOUCH~JIt NAM&:OF PAYEE REMARKS AMOUNT
Funeral of dec'd 1 336 25
COMMONWEALTH OF PENNSYLVANIA
}SO:
COUNTY OF Wash;ngton
I,HQ1~tl G.Porter)s;ster and sur,,;v;n9 joi nt tenftfA~BY CERTIFY,THAT!TO THE BEOT OF
MY I<NOWLe:OGE AND BELIEF,THe:FOREGOING IS A JUST AND TRU E SfATEMENT OF DEBTS,FUNERAL EXPEN~ES AND EXPENSES OP'
ADMINISTRATION SUBMITTED TO THE ESTATE OF --_IL.........-.i.i:1\'y1l.Ca'l.bQ..l:;e~JL-..tp:'!AJ:J.,..qh~,.t.::.--o-----.-~,l)E hZ,OED':'::;CTIONli ".OR
INHERITANCE TAX PURPOftES.~~~;J.l.J ;JJ
~'i.--(L.5.1
HIS _--::::::""OAY 01'
Notary P 1ic
My Com.Exp:March 26,1971
Washington,Washington County,Penna.
·.
-.'~
-j
"..."r
/.,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTION.s
COUNTY OF Wasbing.t.o.n..
":r:/~fl·f..Rfrl-\N~E '7":4 X &N k-r
Form RCC-33
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..Inl1eritance.an!i .EstliteTax A,ct of 1991.)
IN THE MATTER OF TBE'ES'fATEOF }_..~~.~..ie~.~~~7k%~~..~~~.~{~f~r.t~;/~.~~.=.~,==OF H;~~:tG~e::~er,
(State full name of decedent)
Late of ....Ci-ty.....-of.\Vashingt-on.,.\\lash.•...........Co~ty ~
sister and
Helen ..G P.orte.r.,.joint tenant with and ..s.is.t.e.r .o£~
,,~X~DOSClKOC of the above·n~mecl decedent being duly sworn,depose S and say S
Decedent ·dJed Oct?M~;;h~·..··...~};~h..l~iy~~··.{~~~~~N~~~oJing
Name and address of attorney or}....Adam...L.Sander.s,Attor~~~~.:t.~~::ts
other authorized representative to
whom all correspondence should be.611 Washington Trust ..B1dg.
mailed.Washington,Penna.15301
That as such §J.I?.:t.~.;r;:deponent is familiar with the affairs of said estate and the property con-
~l\4.1X!K!lR!'M!Xl r
stituting the assets thereof and their fair market value.
That at the time of death there was no sqfe deposit box registered in decedent's individual name.or jointly
with,Or as agent or deputy of another,pr 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
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO_DEC~DENT
That the contents of'sald saf'e deposit box or boxes are itemized under Schedules
return,with the exception of the following,fo~the reasons hereinafter set forth:
of this
That Schedule A attached hereto and made part hereof sets forth full v and in'detail all the
real property in the Commonwealth of Pennsylv~ia 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 B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owneq 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 qe~edent;all obligations,whether by statute or agreement they
are designated as tax free,of the United States,or any state,or political subdivision thereo~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 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 inS\lranCe polict~s 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 secur~ties owned by the decedent at the time of death,with the market
value thereof at such time.
I •-.
.;'-/k -fJ,~-I-,...,u..~_.
/?>,/Z=~L:i=:)..~i.:-.~
/~es(l't1 mber)/'J...;;;?Lb...".:.~-",L:/~!" " ".." .
(City or Town and State)
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
pertain~ng to the ?usiness as may be pertinent to a fair and just appraisal of the decedent's interest
therein must betsubmitted•..It.should also set forth in itemized fo'i-m,:together 'ivith'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 transfer~.In t~e case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a copy
of the deed,trust agreement or other instrument creating the.trust.Therl~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,orjointly with another,or any power of appoint-
ment vested in decedent,either individually o'r join,tly,by the w:l.ll,deed,or other instrument of another,
with a copy of the instrument creati~g such power attached to the schedule.
That Schedule D attached hereto and m~de part h~reof 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...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","e","E",and "F"as direc ted therein,·
have been carried forward and properly registered in the Summary•
Subscribed and sworn to before me this .
d./~day OfC¥.19.t:z
dLt!../J ~~~[€-/.....................········....····~····..·····..··..······7·..··Q··············;;············::::l·4,.c.···..·..··..·..·-;(~.'//./If/?~&m.!!If'~)/~;r?>Y7/
I._'''~.'Hj,
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 (1-6'4)
COMMONWE,ALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
-REAL PROPERTY
.,
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "~".Property b..ld by
the decedent 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 Commo!'lwealth of Pennsylvania should be (1)(2)(3)
described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title;if a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encum~rancesupon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule.
None
Insert this total opposite "real property",Schedule "A"in the
"As Reported"column on the last page of this return.
xxxxx
,RCC-35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER 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 with another or others
must be listed under Schedule "E".Intari'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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKEl'VALUE (Do not write in
this space),
none
Insert this total opposite "Personal Property",Schedule "B"in X X
the "As Reported"column on the last page of this return.
RCC-36
-comw;"'IT<:\LTH OF ,PENNSYLVANIA
T1Ui\SFER INHERITANCE TAX
RESIDEXT DECEDENT
SCHEDULE "c"
T RA.N SFEftS
-\.
(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)00
(2)Did decedent,wi thin two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)00
(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-except reported on 5ch.E.
(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)00
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or 0 thers --:-__
(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)00
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserverl power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes orno)__~o~o~__
(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 reserved in the decedent alone or the decedent and others?
(Answer yes or no)_
NOTE 1:The answers to these questions should be supporterl by affidavit by the attending 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 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
I
III
I
I
I
DESCRIPTION
none-but see 5ch.E.
MARKET VALUE
(EsUmated)
DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
'RCC-3B
COMMONWEALTH OF PENNSYLVANIA
THANSFEH INHElUTANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
I~STRrCTIOKS: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 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 Acquisi tion,Name I Unit percentage Estate
Address and Relationship of Co-Owners,and Place .Value Share Valuation
of Record of Instrument,where Rea!~state.I
Joint Real Estate
All that certain parcel of ground situ
at;in the Seventh Ward of the Borough
of Washington,Pa.,formerly Canton
Township,and being the Southeastern
17 feet of Lot No.4,and the Northwes -
ern 16 feet of Lot No.5 in the "Clark
Place Plan",as originally laid out by
the Washington Land Company,and which
"Plan"is of record in the Recorder's
Office in and for said County,.in Plan
Book 2,at page 6 and 7.Said parcel
of ground fronts 33 feet on the North-
eastern side of Jefferson Avenue,and
extends back therefrom of that same
uniform width 150 feet to rear line
of Lots Nos.55 and 56 in said plan,
bounded on the Northwest by property
now or formerly of Joseph Castner,
and on the Southeast by property now
or formerly of J.B.and Frank McClay.
Upon which is erected a~t~w~oB=-~~~~__~~_
frame dwelling known a 1046 Jefferson
Ave.
Subject to exceptions,reservations,
restrictions,contained in prior deeds
in the chain of title.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
For~source of title,see Deed Book 729
page 304,Washington County,Pa.,.
records,dated 1/2/1947,to Lucy Mabel
Porter and Helen G.Porter,as joint·
tenants,sisters.Assessed val.1967 .I
County tax purposes at $3235.Appraisetl
as a whole at------------------------
Total whole value
1/2 taxable
all
I. I
I $11'°0°1
1
I $11'000~
I 5,500 ,1.~1
I I
I I
I
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.
~.
'RC::C-38
COMMONWEALTH OF PENNSYLVANIA
THi\NSI'EIl INHERITANCE TAX
HFSIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
Il'iSTRrCTIO~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 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-o-wners to
the decedent.
Description of Property,Date of Acquisition,Name I unit
Address and Relationship of Co-Owners,and Place I Va~ue
of Record of Instrument,where Real Estate.,
Joint Personalty
percentage Estate
Share Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
all 500.00
all 500.00
all 500.00
all 500.00
all 500.00
all 500.00
I
I all
----f----
Bonds
One $500.-Series H-L.Mabel Or Helen G.I!
Porter,dated 2/25/1960
One $500.-Series H-L.Mabel or Helen G.I
Porter ,dated 2/25/1960
One $500.-Series H-Helen G.or L.Mabel
Porter,dated 2/10/1960
One $500.-Series H-Helen G.or L.Mabel
Porter,dated 2/10/1960
One $500.-Series H-Helen G.or L.Mabel
Porter,dated 2/10/1960
One $500.-Series H-Helen G.or L.Mabel
Porter,dated 2/10/1960
Stocks
4 shs.-com.Northern Natural Gas-L.
Mabel or Helen G.Porter,dated 11/12/47,
@49.l875
4 shs.-com.Northern Natural Gas-Helen
G.Porter or L.Mabel Porter,dated
11/12/47,@49.l875
4 shs.-com.Northern Natural Gas-Helen
G.or L.Mabel Porter,dated 3/24/1958,
@49.1875
4 shs.-com.Northern Natural Gas-L.
Mabel or Helen G.Porter,dated 3/24/5a,
@49.l875
Savings Accounts-sisters
1.No.487-Mellon Nat.Bank &Trust Co •
.Wash.Pa.,opened.ll/l/1939-Mabel or
Helen G.Porter.Whole bal.at death---
2.No.S-8813.-First Fed",Sav.&Loan,
Wash.Pa.,open~d 8/29/1958-L.Mabel orl
Helen G.Porter.-whole bal.at death--
3.No.6646-Pi~ts.Nat.Bank,Wash.Pa.
opened 11/10/1948-Mabel or He~n
Porter .Whole balance at deiln--C""-LJ1
4.No.S~8766-First Fed..Sav.&Loan,
Wash.Pa.,opened 8/15/1958-Helen G.or
L.Mabel Porter-whole balance at deat~
5.No.580-Mellon Nat.Bank&Trust Co.,
Wash.Pa.,opened 2/9/1945 in names of
Helen G.or Mabel Porter-whole bal.
at death---------------------------
Total whole value--
1/2 taxable-----
all
all
all
all
all
all
all--
all
196.75
196.75
196.75
196.75
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.
Rce-37·(12-63)
'".nnnll):'\\\"E:\l.TII OF l'E;-::,\SYYL:\NlA
TRANSFER l:'\lIEHlTA;\;l'E TAX
RESIDENT DlXEDE;\;T
",
SCHEDULE "D"
BENEFICIARIES
...~(
\
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH,--
G Porter.5;unn.vd..na
,
::illHelen...;..+~...VP~-
~:i~1:pr ::ind ;oin1:tenant ,
1046 Jefferson Ave.
W~~h;ponn",15~OI
".
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
Deceased
ESTATE OF
~IATTER OF THE APPRAISEMENT
"
'.
.Il ",
(Executor-Administrator
must complete "As
Reported"column #1.)
~~~~~~000 ll';;;ll'~!-'.j-I.6l 0 -p ::s .....::l "'tl>-l .......:....L (1)ll'...ll''''';;;-O~"'tl '00"'i:l::tl ...!:!l~roro .g~M ll>(1)trl (I)!-l ...~0 tt ~~::s '<
(1)Pl :1
I-l i-'
"''-....'i:::tv:1
i-'
'-....tv
····l···Year .
Dl THE
(No.
Lucy Mabel Porter,alkla,
L.Mabel Porter,alkla,
Mabel Porter
~
~
Late of .City of Washington ..
CommoO\\'ealth of Pennsylvania
...
County of .Washington
Adam L.Sanders,Attorney
'.
.,'
~r.c..
>:r.
tJ(1)~8"tv...~3
>'"~(1)~
'0 .....o~0;:;'
•(1)0:::'"o~
-00 -00 -00
enc:~~>~
en en en >-<:
(')(')()
?"?"?"n td ;.;::::;
bO••gg
c:·
,'
-00-00-00-00-00-00
w wCON !Jt~¥'~,~:-...)V1
u :0 0!-l}-lO•••i-''I-l 0,\0 »\0 0
-00 -00~.~,,~,~':~
'~..~~".~~"'''-~~~C)
~--f'
j ~~j
.....'!~.'
O ~/-/'/_''~J ,
REPORT AND APPRAISAL
#(!"L~4~j~
If-4~~6~
.'J It·'7"I , 'r',
v ~.1.'1
[0 ..S !.'J
Form RCC-4-RI-3-66
924731No.,_
COMMONWEALTH OF PENNSYLVANIA
OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax
RESIDENT DECEDENTS
File No.&3 -~$-~JI
Office REGISTER OF WILLS,,-----I':u'lA-H;S~f!~n~"!?~,~iQW!_t1t__--------'"Pa.
__.Dollars,22/100
t·~~~PIt;('1~l County,ss:Received from Helen C.rortOl'.Werf'.tmt
(~~~9f!.f1.c1mm..~jr.91QOOr~ltofthe estate of-------,tb-.-Jt~!.tl:JUGL~..~·.;POiJHET>~~'l~SR~--------------------
who died Oct.obnr 1]19---67-,the sum of [l'tVf;TrlCrI1S(;IID J?IVI';Hft"mmn tUm and
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
MOORE BUSINESS FORMS,INC.,ElMIRA.N.Y.
Register of Wills
Total $------;;.....................ro=---
*As evidenced by Charitable Exemption Certificates issued ~Ptfi~~taryof
Revenue under Act of May 28,1956,P.L.1757,effective June I,1957,as amended
by Act No.381,approved July II,1957,and Act No.207,1961,Section 302.
SEAL
/tdl .-:-/(;,.£('
Computation of Tax
Tax on $5'}'o $
Tax on $10%$
Tax on $2'}'o $
Tax on $On Account 15'}'o $5#199018
Exemptions *$
Total Estate $
Total Tax $
Less Tax Previously Paid (if any)$
Balance $
Less five per centum of tax if paid 2S9.96within3monthsafterdateofdeath$
Amount of Estate Tax Assessed under
the Act of May 7,1927.$
Add interest at the rate of %
from
to $
$-------
$
$-------
$
Valuation
$,-------
$-------
Total
$------
$,-
Total $_
Total Gross Assets
Less Debts and Expenses of
Administration
NOTE:In accepting the transfer inheritance tax on future estates prior to the death of
the life tenant or tenant for years,as evidenced by this receipt,it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever.
Date Valuation
NOTE:This TIiplicate Receipt to be retained by the Register of Wills and filed in numericalsequenceforauditpurposes.
Appraisements Made and Filed
Clear Value of Estate
Valuation of Life Estates or Annuities
Date 19__$_
----.,19_~$================
Estate Tax Assessments
Date 19__$_
_____~__19__~$================
Personal Property
Dale
Real Estate
~~-w...
FORM RCC-4-RI
TRANSFER INHEnITANCE and/or ESTATE TAX,'
RESIDENT DECEDENTS.
RECEIPT
Docket d 2 Page 27'line ..7
Estate of I ••t~ABBl..POR'Pm
OFFICE OF REGISTER OF WILLS
•..~Q'n:cm;r Pa.-..4-"'....."
Date Jcnuat'j',19---63-
SIGNED AND SEALED AS PROVIDED BY
SECTION 1201.ACT APRIL 9.1929.P.L.343
AS AMENDED BY ACT MAY IS,1945.P.L.528
7't"'srm,T·t!"RD~ORegister of Wills
1201 (g).Act of April 9.1929.P.L.343.as amended,viz:~HTo 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 money
with the amount receipted for.The original of each such
receipt shall be signed and sealed by the Register of
Wills and transmitted to the executor or administrator,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 and address of person to whom
tax receipt is delivered:
I
To Arm.:.nP.!1 L.S!'JJDlt11S
eu "~AS~~!r'Cmt!?P.lJSf B"Ilrrrn
nfot;!l}T·('!'I'r\l"C .,ryf,'CWTjlA·JJA ]c;-V>l
-------
I
WARNING:It is iliegal to duplicate this copy'by photostat or photograph.
HV~.20112.216M 5-67
(Io~Cert.per book)
(Fee for this
Certificate.$1.00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF HEALTH
VITAL STATISTICS NC}71411419
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
Registered No..9..7..2 .
~tlb~:~s~d LUCY MABEL PORTER·····························j:i~t········_··············..·············_·····_······Midd·I~···········································_···········i:;;;i···········_.
~dd~;ss J9.!±.§.~~.f..f..~.~~.~~~y..~.!.!'!.~.~.~~.~gJ~.9.P.:W.~§.h.!.ngt.Qn J?~ntl..~y..ly..~n.t?-:..
Number Street City or town County Stale
Place of Washington Washington .Death .PennsylvanIa
City,Borough or Township County
Date of Death .Q9..~.Q.1?~~._..11.l 19.§.7._Social Security No;Race Jib.i.t~.
Marital Status ~§:y~~m:§:;r;:;r.t.~.9:Sex f..~.~?:.1..~Date of Birth J1.~~.Q.h Z.3..,J ..8.2Q _ .
Occupation gJ.~.~~_Birthplace ..J11.l;L.§,p.Q.:r.Q ;r..~.nn~.,__..
If Veteran.which War Veteran·s Serial No .
MEDICAL CERTIFICATE Interval Between
Part I.Death was caused by:Onset and Death
Immediate Cause (a)A.g.~t~J1y.g~?-.:r.9:J?:1 In.f.~~g.t..tQn._!±h.Q.YI:l:?..
Due To (b)__ _ ______
Due To (c)____ .
Part II.OTHER SIGNIFICANT CONDITIONS:contributing to death but not related to the immediate cause given in
Part I (a)
Accident,Suicide or Homicide _How did injury occur _._.
Name and Title of Person
Who Certified Cause of Death (M.D~.aQ~>*ij.,.w JJ~Q..l..Q.c.k _.
Address .?g..L.!'!.!~.!.~~..J?y..~............................................HQ:tJ.§.t.9.J.l:.t !'..E?.:nn~.~.
Street City
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me
as Local Registrar.The original certificate will be forwarded to State Vital Statistics.Harrisburg,Pennsylvania for permanent
filing.
...!itlLUL §J.QQJ.=5..7..5...Local Registra of Vital Statistics District No•
........1.J±1.J19..[f~&.._Ay..~..,Ji~§h'=-J1Kl!.9..n !::.E?.tl:n~.L .
Street Address City#Borough,Township
..............................................................Q9..~.Q1?~.~1~.L 19.§7..
Date Received by Local Registrar
......................................QQ.t.9..1?~r.l9...t 19 6.7
Date of Issue of This Certification