HomeMy WebLinkAboutOC1968-0476 - ESTATE OF PAUL"'CC~:q (6~64)
rOlJMONWEAI.TH OF PI~NN~YIN1NL\.
THANflFEH INHlmITANCB TAY
RF,SIDENT nECEDRNT
PAUL,ZELDA E.
FIlE //63 -68-476
September 25,1967
SUMMARY
./
TtEPOHT OF INHERI'l'ANCF.'fAX APPRAISER
duly appointed Inheritance Tax Appraiser in and for the County of
,Pennsylvania,do respectfully report that I have appraised
property as reported in the foregoing return at the values set forth
the last column to the right in Schedules "A","B","C"and "E".
the real and personal
opposite each item in
FILE J 63-68-476
I.the unrlersigned
ft 63 Tiasll ington
Dated:05-14-68
09-25-67
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for v!ashinr;ton
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 greater or lesser amount represents
the sum allowed as a deduction.Bt~.~fi.-&.J~'"..1 __
Dated:0/:;-]/,-68 _~~> •
REGISTtR OF WILLS
VALUE AS RF.PORTED VALUE AS APPRAISED V~A~L~U~E~}~\S~~RE~AP~P~RA~I~S~E~D
$.-$$--------J,J9~.60 1,~S2.6Q._
26,728.28 26,728..2B ,,_
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
TOT~~GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
---------
27,920.88
2,2:37.45.
?7,920 88 ,__
;;;"9:)7,l±5 :=
24,983.43 ,_
======:=
Valuation of life estates or
annuities . • . . • • . .$__
ESTATE TAX ASSESS~ffiNTS $_
(::,)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue,
COMPUTATION OF TAX
*------d><:.i)_
FOR USE OF REGISTER ONLY
Tax on $•__f5%~_
Tax on !t 10~~~._-/?~--------,-Tax on $24,983.43 ~$~4~99~~~6~7_
Tax on $.__lR%$_
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 0%from
to-------AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
BALANCE DUE
Add interest at rate of 6%from
to
TOTAL TAX BALANCE
PAID .
1t ----
$-------
$--------
*-------$-------
$
FOR USE OF REGISTER ONLY ADJUST~NTS
NOTE:Where subsequent adjustments are made to the aoove computation of tax by the
Register of Wills,for proper reason,same should be noted below,with short
explanation.
Will
Administration !No.
P.I'THE
Year .
~IATTER OF THE APPRAISEMENT
OF THE
EST.\TE OF
PAUT ..ZELDAE."l 'ri~ceased
Late of .
County of
....1,.;;.SH!NGTOK..
.~;.~$.HI~TG .'rON...
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.~,
Fonn'RCC-2·..----..
"DEPARTMENT OF REVENUE
BUR~AU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
-RESIDENT INHERITANCE 'TAX
APPRAISEMENT
I
DATE l.i~~~~!:tL ~.??.?..
COUNTY 1:l.as.hing.t.on .
FILE NO...9.3..:::.§.?~.4.7.9..
Whereas,Z.eldCl...E.P.a.ul..late of Y.!.QJ?b.ingt.Qn .
in the County of ,1,:2.,Shit1[tc..n.Commonwealth of Pennsylvania,having died on
the .25 th day of S.ept.r;,.mb.e.r.............................19.6.7 ,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,....................................J'l...R.......C.b.an~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 possessiOh 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 Allet Values Made for Inheritance
Tax Purpoles
$
RF;ALTY:-_.-lJCNE
PERSOFAl,TY:
lH3'Tner Schedule ttEtt 1,192 60
TRANSFERS :
As ner Schedue1 "en 26,728 28
JT.HEIID:
NONE NOilli
'T'l"It.~l 27.°20 88
torm~~V:~h~a~::~h:.w~~~..m.l~::~;o~e~th§~=~":~~l~~
1ppralm...-
~".."""'.."':z-="'"~~;"-;;d"8t~~~'t';'"'''''''''''''''''''''''..'''''''''''''"'"''''''''''''''''
'"''''''"""""""",,,,,~.':Ir,._'"",,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,",..,,,,,,.....,Penna.
(Polt OIBot)
L ..
...............}J.kSHINGTON ..County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.......ZELDA..E •.....:J.h.UL···..·
Deceased.
Late of
1iASHn~G.TON .
Date of Death,S.epte.mb.er25.,.l.96.7 .
Appraisemellt Docket Vol.,.....·····.-37.....·······················
Page,lO].",.5··No..6'].""68.-4.76 .
.....................................................................................................................
Filed in Register's Office,J\~q.J'1...4..,1968.
Amount 01 tax due,$--.------
DEPARTMENT OF REVENUE
Received,.....•................•..................•.___--_._--_.
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal It-om Appraisement,.
Entered and charged,
,
4
I
'1
Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF WASHINGTON .
IMPORTANT:This return must be comPleted·:l.n detail and filed in duplicate,with will attached,with the
Register of Wills of the ~ounty 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.In4erit!:tnce_an~.E.st:,ate J'ax A,ct of 1991.)
State of .
County of
..~x
and say S
..................................................E.ls..i..e.M..•.......Pau.l.................... .
of the estate of the above-narn!ld decedent being duly sworn,depose S
Decedent'died .s.e.p..te.mber...25,
(Month)
..........,19 6.7.,)·tJG[*XH*i1!iIXiX"~f{~~~~~"'~}
(Hay).(V r)LiXtXHX!X Will not proba ted.
...Jam.es.C •.Mc.Cr.ei.ght.of...McC.;r..e..;i,.gbt.,Ma:r~J.pe;r...&..MGC:re..;i,gh t
520 Washington Trust·Building.....
Washington,Pa.15301
That as such ....I.L}.;fo.r.man·t..·.·······...·deponent is familiar with the affairs of said estate and the property con-
(E~~*~.
stituting the assets thereof and their fair mqrket 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 indecepent's individual name,with right of access by another as agent
or deputy,with the exception of'the following:..,..,.,
Name and address of attorney or}
other authorized representative to.
whom all correspondence should be
mailed.
NAME AND ADDRESS OF BANK'OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINTINWHICHDECEDENTRENTEDASAFEDEPOSITBOXINNAMEORNAMESOFHOLDERSTODECEDENT
NONE
I
That the contents of said Safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth fullv 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 encumbranpes upon each parcel of real property at the date of death,giving
the amount still due at death,na~e o~~ortgagee,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 thereQf a:;;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 owned by the dece!ient 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 instibltions,whether indiVidually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designated as tax free,of the United ~tates,or any state,or political subdivision thereof,or of
any forei~country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-•'='(tures,books,works 'of art,household furn~tllre,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 arJd mortg8ll:es held by decedent and of all claims due and owing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable
to the estate from life insurance pol:l,ci'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payabl~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 said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein mllst be submitted.·It should also set forth in itemized form,together with the fair·market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.TherH is also set forth in said
schedule a li~t 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 or jointly,biY 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 fuade peart hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement shOWing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of 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 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 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 Schedu~es "A","B","en,"E",and "F"as directed therein,.
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this .
....................\3...&d-....day of ...~.-ru..~"'19..hL---~;~;;RYh·.
/WASlilMGTON,WASHIMGTO~l COUiHY
MY COMMiSSION EXPIRES IUME 25,197B
~~!li&~__.__
EIJ!~~~rmant
........6QO Do.nna.n Ay.enue ..
(Street Number)
.........w.q.~.g.;i..P.,g.t.Q.ll ~.1.0.3.0.1...
(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.
SCHEDULE "n"
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
'..
•RCC~~
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".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and fUrnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
NO.
ITEM
List and describe fUlly
UNIT
VALUE
ESTIMATED
MARKEr VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1.Clothing and personal effects No Value
2.
3.
Wimodausis Benefit Fund,payable to
Estate
u.S.Treasury -Death Benefit
$1,000.OO~)V~!JfJ1
192.60 /V!'f'V
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x x $1,192.60
RCC-56-""",,
comw:\,'\T<:,\LTH OF PENNSYLVANIA
T1UNSFER INHERITANCE TAX
RESIDE~T DECEDENT
SCHEDULE "c"
TRA_NSFEllS
(1)Did decedent,within two years of death,make any transfer of any material part~9f his estate without
receiving a valuable and adequate consideration therefor?(Answer yes or no)leS '
(2)Did decedent,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)Yes
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer 71
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)No
(a)Was there any possibility that the property transferred might return to 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)__N_o _
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)bUl
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedentaloneorothers_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's prolnise to
pay income to or for the benefit of care of transferor?(Answer yes or no)No
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of _law?(Answer yes or 'no)__~N~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 supportecl 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 DESCRIPTION MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
/
)..2...1.fJj,Savings account in First Federal Savings
and Loan Association of Washington,
Pennsylvania,transferred May 1,1967,to
joint ownership with Elsie M.Paul,
daughter-in-law.Balance date of death
&1-(,1
Checking account in Washington Office of
Mellon National Bank and Trust Company -
transferred from sole ownership to co-
ownership with Elsie M.PaUl,daughter-in-
law,on May 1,1967.Balance date of
death
2.
1.
[nsert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
$26,728.28
.,
..l :..........;..~CO-37 (12-63)
CO~n\ll~\\'EAl.l'lI OF l'E:"\~~\'\'l.ANIA
TRANSFER Il'iHEHITAlIil'E TAX
RESIDENT DEL'EDElIiT
SCHEDULE "0"
BENEFICIARIES
s
s-
BENEFICIARIES AND ADDRESSES \RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Elsie M.Paul Da.uQ'hter-in-Yes Irrelevant $26.728.28-Surviving
600 Donnan Avenue \law co-ownership of tran
Washington,Pa.15301 ferred joint account
Robert E.Paul Son Yes Irre1evan ~Insurance fund
600 Donnan Avenue navment
Washington,Pa.15301
\
.h
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
No exce tions.
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
WtRX
~~t No.
P.'<THE
Year
(Executor-Administrator
must complete "As
Reported"column #1.)
a >-j "'d ~........('0 ('00~....~CIl ::3 CIl
CIl CIl 0....,::3 "'d>-j ('0 ~,........~CIl 0:.<"'d "0~('0
cr'........
~0 ~"0
trl ('0....
CIl ~
~'<~~('0
•f'..
ZELDAE •.PA UL
Deceased
Late of ...Cityof.Washington
County of Washington.......,..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL....( I
"t..J
:-..-:.::I ,--~r--
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t.)..
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McCreight,Marriner &McCreight
520 Washington Trust Building
Washington,Pa.15301
··1··
enc::~
~>-~
en en en >-<:
()(')(')
?'"?"?"n ~>::::::---
-00-00 -00 -00 -00 -00
1.\:)::1.\:)
-.:J:m .1-'>-........
to::..;]:1-':I CIl
1.\:)..1:1.'):w .~~0 :00 :1:1.')('0..-.;0 ••"g-oo I.\:):m ....~00 ;00 :0 (')c..
-00 :00 -00 -00 -00 -00
~.~..>-,~.~:.'J:
'-",",.t:i~."-::I .........~~II ~~~.~.~~~~:3,
:::l~..~.~.~.\:.,a c..
Form RC C·10
OFFICE OF THE
REGISTER OF WILLS
OF _...,;Wu..aa.o;;su.h""ila,jn~g~t~QunL.-_COUNTY
STATEMENT OF DEBTS.'
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
THE SUM OF .•..•.......$..~g~.2'.r.:'S-1
D.,,~.....£~~q
~!lffi~
Register of Wills,Agent
D....TE OF FILING ....PPR....ISEMENT
ESTATE OF _----'Z:::.e=l..;;;d~a:........::E:...;.::...._:P:...;a=u.=l LATE OF City Qf WashingtQn,WashingtQn CQunty,
~-/0 c:;;DATE 01"DEATH September 25,1~~7
D....TI!:NO.OF NAME OF P....YEE REM....RKSVOUCH~"...."'OUNT
196~
RQbert E.Paul Family ExemptiQn $1,00 ~00
Graham P.CQwiesQn Funeral expense -1 60 ~95_.f ~
SimQn White's SQns Marker 100 00
Reverend Wm.G.Rusch funeral 50 00
Mrs.Mary McGlumphy hairdresser 25 00
i Dr.Ccfuir·~~_r~..:.8adiali medical services 33 00
WashingtQn HQspital hQspital bill 5 00
NQrman RQhrer accQunting assistance tQ
decedent 50 00
McCreight.Marriner &preparatiQn Qf Inheritance
I
,McCreie:ht Tax papers 60 00
I
I NQtary fees 1'-;50
,
$2.934 45
Russell MarinQ,Register Filing Statement Qf Debts
and DeductiQns 3 00
~~L $2,937 45
7::~t.loP 9'17 k/r
COMMONWEALTH OF PENNSYLVANIA }so:COUNTY OF WashingtQn
I,Elsie M.Paul HEREBY CERTII"Y,TH....T.TO THE BEGT OF
"'lY KNOWl.I!:DGE ....ND BELIEF,THE FOREGOING IS ....JUST ....ND TRU E ST....TEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Zelda E.Paul
.~_.0 D,DUCT'ON''DRINHERIT....NCE T....X PURPOSES.D.y.;L-4~SWORN ....ND SUBSCRIBED BEFORE ME THIS \2A L ~u --/dL .(L.5.)
~,,,6K'(1,6 "I ,--
BARBARA CRAIG,NOTARY PUBLIC !
•WASHINGTON,WASHINGTOH COU:HY
MY COMMISSION EXPIRES JUlIE 25,1970
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Form RCC-4-RI-3-66
No.948823
~9 COMMONWEALTH OF PENNSYLVANIA
OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax
IlESIDENT DECEDENTS
File No.63-68-476
Dollars,.....61/100
19i1lLDate!~ay·20$tiAsHnmTONOfficeREGISTEROFWILLS,,~_zPa.
t·;a.~nINGTON County,ss:Received from __..::.E:.:l:.:s:.!:i:.::e:......:.::u:.:..~P=a~ul~,xxr2,~:rrmrm~~l\&~I-I£mlL.-_X.m~~~~!~)of the estate OJ-f ---!Z=.tlloLl'L....DIUA;.a.....oEJ..j't'---llpu:Aa.:,.....n",-·,_
who died September 25,19 67 ,the sum of FOUR lWtIDRIm iUNETY-l1INE
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
Appraisements Made and Filed Computation of Tax
Date Valuation
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.SEA.)Q _/~53~-
Tax on $5%$
Tax on $10%$
Tax on $24,983.43 2%$499.67
Tax on $15%$
Exemptions *$
Total Estate $
499.67Total$_
*As evidenced by Charitable Exemption Certificates issued by the Secretary of·
Revenue under Act of May 28,1956,P.1.1757,effective June I,1957,as amended
by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302.
499.67
Total Tax $
$21.920.98 Less Tax Previously Paid (if any)$
$21,920.96 Balance $
2.937.45 Less five per centum of taxif paid
$within 3 months after date of death $
$24,983.43 Amount of Estate Tax Assessed under
the Act of May 7,1927.$
$Add interest at the rate of %'$from
to $
Valuation
$,------
$,------
Total $,-------
5-14-68
Real Estate
$---=1:;.;;z.t=19;::,,;;2::;.::.-=.G~O
$----'26~,....::..;?2=.:8:::..::.-=2_=_8
Total
Total Gross Assets
Less Debts and Expenses of
Administration
Date
Personal Property
Estate Tax Assessments
Date'19__$,-----__
________19_~$======
Clear Value of Estate
Valuation of Life Estates or Annuities
Date'19__
---19__
~ransf'er
NOTE:This Triplicate Receipt to be retained by the Register of Wills cmd filed in numericalsequenceforauditpurposes.
Register of Wills
MOORE BUSINESS FORMS,INC.,ELMIRA.N.Y.
-----------------------------------------
FORM RCC-4-RI
TRANSFER INHERITANCE and/or ESTATE TAX.
RESIDENT DECEDENTS.
RECEIPT
9?cket31 Page 103 I ine__S
".
Estate of ZELDA E.PAUL
omCE OF REGISTER OF WILLS
"ASnn~G'lON Pa.
Date r:ny 20 19~
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
nussm,t r:;'i.RINO
Register of-Wills
1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills all duplicate ,re-ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills:'
Fill in below name and address of person to whom
tax receipt is delivered:
I
To
L
I
AT'rYS.UcCrmIGrfr,:.tAfu1IImR &t-!cmmIGI:rr
520 UASilIt."UTON Tl:tUST DilRDltlG
\1l\SUINGTON,PllN11SYLVM:U .15301
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