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HomeMy WebLinkAboutOC1968-0492 - ESTATE OF PARCELL'-O..lMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT PAlWELL,ESTELLE,a/k/a PARCELL,ESTELLE M. FILE #63-68-492 March 8,1968 SUMMARY the real and personal opposite each item in I.the unriersigned #63 Washington FILE #63-68-492 Da ted: rlEPOHT OF INHERITANCE TAX 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". 02-24-69 ~/a ~ 03-08-68 /~I ~HER I TANCE APPR;';"s~~ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for _ Coun ty,Pennsylvania,do r'~spectful.ly 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: REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED V.!..'A~L~U~E~A~S~RE~'AP~P-,,"RA~I~S~ED~ $22,500.00 $22,500.00 $~ 11,364.48 1l.t364.48 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) ,J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LE~~Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE ======:-....,-======.-======:= Valuation of life estates or annui ties . . . . . . . .*_ ESTATE TAX ASSESSAffiNTS ~ (:;:)As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. COAfPUTATION OF TAX *-----d>l-~)_ St _ $------- $-------- $------- $-------$ TOTAL TAX BALANCE PAID ~OR USE OF REGISTER ONLY, T C\X on $"__Fi~.1a T ax on $.__10% Tax on !t;~':lo1 % T qX on $:1:/0 $ Exemptions~==~========Total Estate __ TOTAL TAX $ _ Less tax preViously paid *~~=========~=== BALANCE *_ Less Fi%of tax if paid within 3 months after death $=====:= BALANCE OF INHERITANCE TAX DUE Add interest at rate of B%from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6%from to FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,same should be noted below,with short explanation. Will IN Administration ~o. IN THE Year . • MATTER OF THE APPRAISEMENT OF THE ESTATE OF ESTELLE PARCELL a/k/a.........··························I)~~eased Late of . COlmty of ..MOImIS.M~_. WASHINGTON...............................-__,.. Commonwealth of Pennsylvania REPORT AND APPRAISAL ~-. -'}. " Fonn'Rg.;;-2/.r. lIP .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA _RESIDENT INHERITANCE ,T1\~ APPRAISEMENT DATE ¥.~.~:I:'.~~~.~~~~~. COUNTY ~~.~~.~.~.~. FILE NO 63.~6~4i.~_ . Whereas,$..~t.~ll.~~~.g.~ll ~I¥:/~late of ~?~:.~~~.~.. in the County of ~~.~~~:ti.~~Commonwealth of Pennsylvania,having died on the 8.t.b day of ~.~19 6.8,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.•R.~Chan~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. Unit AppraisementDescriptionofAlletValuesMadeforInheritance Tax Purpoles $ REALTY: Tract of land in Morris Twp.,Washington County,Pa., containing 123.32 Acres,as described in deed from Mabel D.Parkingson,et al.to L.Evans Parcell and Estelle Parcell.his wife,dated Dec.12,1956,Deed Book 982, pa~e 348.(Said L.Evans Parcell died in 1959).22,500.00 22,500 00 PERSONALTY : Household furniture and equipment 1,600.00 Savi.ne:s Acct.in Pittsburgh National Bank.908.38 Checking Acct.in Pittsburgh Natioan1 Dank,658.14 376.226 shares of Investors Stock tund,Inc.,reg in mame of Estelle P.Parcell as Trustee for Homer M.Prigg, Dr..issued May 23,1962.8.197.96 11,364.48 11,364 48 • I Total 33,864-48 form~;v~fhb~~::I:h~wlll"n~:?~~=.~:;o~er~~~~~ ppralser ..................:................................•..................,..................................................................................... .................................,Penna. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...........................:F$.'J:'W.U!.T!:p.~G.¥J:...~/~/~. Deceased. Late of .......KQR1:U§'l,'WP~. Date of Death,.Mar.ch S,196e.. Appraisemel!t Docket Vol.,3.7 . Page,;1·:9.4:::1::.........................No..~?:::.§?:4.~. Filed in Register's Office,..f..~p..N~nt ?4i9 ..l>.9. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra-isement,.. Appeal j,.am Appraisement,.. Entered and charged,..r I,. l ~~c~otary Public. Washington,Washington Cointy,Pa. My Commission expires April 12,1971 -{,.3~b,9-4;h# Form RC C ·10'DEDUCnONS ALLOWED IN OFFICE OF THE STATEMENT OF DEBTS THE SUM OF .•..•...•..•$...~£'[f!f!t REGISTER OF WILL6 DAr;z:tU_Y£Z~~OF Washington COUNTY ANO .DE~CTIONS AND AGENT OF THE COMMONWIiALTH bSt'~---'cs:>A'r<?;; I~L~/3-~/'0~~Register of Wills,Ag.~t , ~stelle parCell,a/Kia LATE OF Morris Township,Washington CountyESTATEOFEstella.M.Parcell, DATE OF FILING APPRAISEMENT //0 -G9'DATE OF DEATH.March 8,1968 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVoUCHIiOJt 1968 Mar.26 Register of Wills Letters,etc.20 50 J M~T"?7 W::l~h;nQ"ton r.ountv Renorts AdvertisinQ"12_50 AnT"lh r'·Pllhl;~h;np'CO.Advertisin!!12 50 ~ Stewart F.Barnhill Funeral,etc.1 300 00-- /a/2/Z MtJlftf.NEAI'/Gravemarker ~B 00 Or Bernard Berman Physician 34 00 Washington Hospit"al Hospital bill 163 15 Expenses of sale of real es ate: (Pa. I transfer tax,1%225 00 I I (.~.,;{)1/20£,112 50 I (",T T.Ank I ;'7.at-;In r.()mmi~~i()n 1 RdO 00 (T li'4:;101,11<;117 ~'te ;'Tinn ptl"!'i40 00 " Notary fees 3 50 lH r>h~rn n Miller .Tr.Attornev's fee 1,290 00 ~o<;ll OC::+~+A +"'v-o""Prn raTa share for 1968 179 44 B.E.York Appraisal fee (No.3 May T -1tLAf~&"'/~~6l:iJ~~~~.<1D'?r,2-:r7.r;)IV"00 /tJ(}/}"tJ (jilin!!qnher.t~x ././ RA(";c:;ter of Wills &D.&E 3 00 .~.. $"fff/Of COMMONWEALTH OF PENNSYLVANIA }so:COUNTY OF Washington I.Homer M.Prigg HEREBY CERTIFY.THAT.TO THE BEaT OF MY kNOWLEOGE AND BELIEF.THE FOREGOING 18 A ..lUST AND TRUE srATENENT OF DEBTS.FUNERAL EXPENSES AND EXPENsa O~ ADMINISTRATION SUBMITTED TO THE ESTATE OF Estelle Parc:L;:;;Z;;D£DU~'ON'rooINHERITANCETAXPURPOSES. SWORN AND SUBSCRIBED DEFORE ME THIS 21 s t 'PJ -(L.S.) DAY Of'nuar ,e --6..9....") " ." ., .'. e.g rrn Q ~...._..-.. '...... ." -..-:..:- ,-'-_.~_.___.~'. -~.•-_.•-to - .. .~.j ..--1 ..- 1 --! II t-.i,~I i I .i.~;, ~"_.- '.~. ! . ;-.j". ,- ~.t-1 1- I.,, 1 1-j I-j :, ~j j .1! -1 1, ; :ij 1 '.. .1-, i ,I . '" > '" ~ IN THE ORPHANS'COURT OF WASHINGTON caJNTY,PENNA. No.63 -68 -492 Estate of: Estelle M.Parcell Deceased ryt/- Pb:TITION FOR Pr.:RMISSION TO DISTRIBUTe IN ESTATE I...... P~J?I(}/1L ).'?V ._~':{'~-,..11 ~ J,~- ;::~~,)F:~ ~~~~)) ~~.'.t." "r~i~jIi~J.':'DAM L.SANDERSJATTORNEYATLAW,n"WASHINGTON,PA./ 4 WA;H;;;:'S;;'T/' ,.. , IN THE ORPHANS t COURT OF WASHINGTON COUNTY,PENNSYLVANIA estate of: Estelle M.Parcell Veceased )··)No.63 -68 -492··) PETITION FOR PERMISSION TO DISTRIBUTE IN ESTATe TO THE HONORABLE P.•V.MARINO,PRESID~T JUDGe OF SAID COURT: The Petition of Homer M.Prigg,Jr.,respectfully represents: 1.That your Petitioner is the on of Homer M.Prigg, Sr.,and Mildred McK.Prigg,both deceased,and both late of the City of Washington,Washington County,Pennsylvania. 2.That your Petitioner is also Administrator C.T.A., of the Estate of Homer M.Prigg,Sr.,who died OCtober 14,1970, and Letters of Administration C.T.A.,were granted to your Petitioner on said estate by the Register of Wills of Washington County,Penna.,on November 16,1970,by the Register of Wills of Washington County,Penna.,.Said Will bequeaths and devises the entire Estate of deceased to his son,your Petitioner.No Inventory has as yet been filed in said estate. 3.That at the time of his death,Homer M.Prigg,Sr., was the Executor of the Estate of Estelle M.Parcell,his siste~, who died March 8,1968. 4.That the Will of Estelle M.Parcell,dated August 29,1959,probated in Will Book 105,page 379,was as follows: flThis is my Last Will and Testament.I wish to have all my earthly possessions divided equally.One-half to my brother,Lonn C.prigl Iandone-half to my brother,Homer M.Prigge I hereby appoint Homer M.Prigg hxecutor of my estate to serve without bond.Signed, .!£Stelle M.Parcell".Lonn C.Prigg predeceased Testatrix,died October 10,1967,without issue,leaving Homer M.Prigg as sole heir at law. 5.That the Grant of Letters in the Estate of Estelle ," , M.Parcell was properly advertised in the Washington Observer (April 1,8,15,1968)and in the Washington County Reports (Apr. 4,11, 18,1968),assets were converted,land sold,and all assets app~sed by W.R.Chaney,Inheritance Tax Appraiser,and an affidavit of Debts &Deductions filed by the Executor and Inheri- tance tax paid in full.No Inventory was filed by the Executor nor was any account filed.There was no audit and no Decree of Distribution.The funeral and other bills of deceased were paid as was the Attorney fee and inheritance tax. 6.That at the time of the death of Homer M.Prigg,Sr., he had a checking account in the Pittsburgh National Bank, Washington,Penna.,in the name of "Estelle M.Parcell,Homer M. Prigg,Exr.,account number 3-744283,in the amount of $17,660.72, which is still there.Apparently,this account was made up of the proceeds from the sale of decedents real estate and other possessions and assets,after bills paid. WHEREFOR~,showing as aforesaid,your Petitioner requests your Honorable Court to make an appropriate Order and Decree authorizing your Petitioner to write a check transferring the checking account aforesaid in the Pittsburgh National Bank to the Homer M.Prigg,Sr.,Estate,so that the same may be inventoried and included in his estate of which your Petitioner is Administ- rator C.T.A.,and to do anything further needed to complete distribution in the Estelle M.Parcell Estate in accordance with the Decree of Distribution therein. And he will ever pray,etc.,; Petitioner and Administ of the Estate of Homer ------------'-'-------------------------~~~- STATE OF PENNSYLVANIA COONTY OF WASHINGTON ) :55: ) Before me,the undersigned authority,personally appeared Homer M.Prigg,Jr.,Administrator C.T.A.of the Estate of Homer M.Prigg,Sr.,who,being duly sworn according to law,did depose and say,that the facts set'forth in the foregoing Petition are true and correct. ~Q2!'JIk '21z.'~- Homer M.Prigg,Jr.;:~6f Sworn to and subscribed before me this z.u¢day o~~,1971. ~~\.../:'A '.,''-R.:.../7N<>tarYPUbi' My Com.Exp:March 26,1975 Washington,Washington County,Penna. ...> ,.) IN nIE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA Estate of: Estelle M.Parcell Deceased ) ··)No.63 -68 -492··) ORDER OF COURT /7 ,1971,upon consideration of the within Petitio,the prayer of the Petition is granted and Homer M.Prigg,Jr.,Administrator C.T.A.,of the Estate of Homer M. Prigg,Sr.,deceased,is hereby authorized and directed to with- draw the funds in the checking account in the nam~of the Estelle M.Parcell Estate,in the Pittsburgh National Bank,Washington, Penna.,by writing a check thereon on account number 3-744283, payable to the Homer M.Prigg,Sr.,Estate,in the form required by the Pittsburgh National Hank,and to deposit the same in the checking account of the Homer M.Prigg,Sr.,Estate,this Order of Court to be sufficient authority for the Pittsburgh National Bank to permit said withdrawal. ·.~ Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA '~.,,;'.~.~ DEPARTMENT OF REVENUE WlJ BUREAU OF COUNTY COLLECTIONS COUNTY OF WASa.:J.NGT.QN /,,(..· Eeeutor _E.sr.ELL~~..;:;;:::.:.;.:;:E;;~;1J,:M.~}::::::~:OF PARCELL,(State full name or d'C~ent) Late of W.a$hingt..o;n County ADMINISTRATOR Administrator IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with Register of Wills of the County where decedent resided;Return is due within one year date of death,unless an extension is granted by the Secretary of Reve e.(Sectio the Inl).~ritance.an!l.EstateTaxA,ct of 19!>1.) :.:,:o;:::::~~:~-~:::~::~_}'" ..HOMER.M..,P.R.I.GG......~~ of the estate of the above-named decedent being duly sworn,depose and ~;"""""'11';'" Decedent died M~.:r.Gh (Month) Name and address of attorney or} other a~thorized representative to whom all correspondence should be mailed. ....8.~,19 6.8.,f te.tate leaving a last will,copy of which i.hereto attached.} (Day)(Y~ar)L.....,~.., Richard G .M.i],],er,Jr .. 417 Washington Trus..t.Building,Washington,.Pa J Q.3.Ql That as such Exe..c..u.:t.Qr.deponent is familiar with the affairs of said estate and the property con- (I,x""utor""t!m+I'IftIl.""") stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit bux registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO.oECEDENT NONE That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the followin&for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth full v and in'detail all the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated 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 8ituated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to d~cedent'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 nrp-desi~nated as tax free,of the United States,or any state,or political subdivision thereo~or of Flny f'orp-i!:!;ll country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,]Jooks,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 mortga~es held by decedent and of all claims due and owing decedent (It thp.time of death,and all promissory notes or other instruments in writing for the payment of money of wid ell op.cedent died.possessed,of whatsoever nature,wi th interest thereon,if any,giving the face value <Jwl estimaterl.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 sho',ving 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 must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.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.Ther,~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either indiVidually or jointly,by the will,deed,or other instrument of another, with a copy of the 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,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 appiicable;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 lmpaid at time 0f ~.death;taxes accrued chargeable for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for Obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this 2..l..~.t . ..........................................."..day of J.a.n.qa.;ry.,19 J?.~. ~~arf~- Washington,Washington County,Penna. My Commission expires April 12,1971 cL~~;f-------- .....?~.?.'.P..~Y.{.~.y .A.Y..~.n!J.~. (Street Numbe-r) .".w.i=!,.s..h.ing.t.o.n.~PeD.ns.y.l.v.an.i.a . (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. "I',~RCC-3t1 (1-64)." COMMONWEALTH 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 heid as joint tenant or tenancy by entireties,report on Schedule "E".Property hl'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!"wealth of Pennsylvania should be described by lot and block number,street and street number,together with a general descriptlan of the property,with a reference ta the record af 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,acciued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. Tract of land in Morris Township,Washing- ton County,Pa.,containing 123.32 Acres, as described in deed from Mabel D.Parkin- son,et al.to L.Evans Parcell and Estelle Parcell,his wife,dated Dec.12, (1 )(2)(3)/ DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTION DECEDENT'S MARKET VALUE (Do not write DEATH In this space) 1956,Deed Book 982,page 348. Evans Parcell died in 1959.) (Said L. Sold to Helen Vogt,et al.by deed dated.. January 9,1969,Deed Book/~~f,pagelill for consideration of $22,500.00 *3,780.0 $22,500.00 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. $22,500.00 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE 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".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. 1.Household furniture and equipment Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in t space) 2. 3. Savings Account in Pittsburgh National Bank (Washington Office)in name of "Estelle Parcell" Checking account in Pittsburgh National Bank (Washington Office),in name of "Estelle Parcell", 908\.38~ 658.14~~ 4.376.226 sahres of Investors Stock Fund, Inc.,reg.'in name of.Estelle P.Parcell as Trustee for Homer M.Prigg,Sr. (issued May 23,1962)21.79 8"197 .~6 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X $11,364.48 ,,-- 'RCC-36'\ rO\nlO\'li?\LTII OF PF~NSYL\-..1.NU Tll\N~FFi\IXHElUTANCE TAX rms InEXT DECEDENT SCHEDULE "c" TTL\NSFETtS (1)Dirl rlecedent,wi thin two years of rleath,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)Yes (2)Did rlecedent,within two years of death,transfer property from himself to himself and another or others (inclurling 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 __7.L.>o6 _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decerlent'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)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 unrler 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 rlesignate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__~N~O~__ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserverl in decedent alone or others ---:----=-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)~N~o~_ (8)Dirl 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 or no)No (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the bene~iciary reserved in th~decerlent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supporterl by affidavit by the attenrUng 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 rlate 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 tr·:~ns­ fers are claimerl 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 Joint savings account in First Federal Savings and Loan Association of Wash- ington,in names of Mrs.Estella Parcel or Homer M.Prigg,Jr.,opened April 24,1967, MARIillT VALUE (Estlmated)DEPT.VALUATION (Dellt.Onlr) __..!...-F-...L--.A-..__... Insert this tnVd opposit"!"Transfers",Schedule "C"in the "As Reporterl"column on the last page of this return. $9,675,29 l ,.. 01 '.,...,~•... flCC-37 (12-63) nnt:\W:'\\\'EAI.TII OF PE;'I;:'\~YYl.ANlA TRANSFER I~HEHlTA~l'E TAX RESIDENT DEL'EDENT 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)f.prth this fact.)OR NO BIRTH.-,~ ,: Homer M.Prigg Brother Yes Entire 217 Dewev Avenue .-.- Washing-ton Pa. Lonn C.Prigg Brother No (died October 10 1967 leaving no children) / / / / / / 1/j \\/ \ / Deponent further says that all the above-named~ene~Ciariesare living at this time except below: NAME DATE OF DEATH RESIDENCE Lonn C.Prie:e:.October 10 196~ OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT Will Administration !No. D<THE Year . (Executqr-Administrator must complete "As Reported"column #1.) Cl ....,'"d .~......(l)(l)0 ~...~til ::l til ...... til til 0.....::l '"d....,(l)e:.......~til 0:><'"d '0~-(l)C'"......co :'-0 ~'0 trl (l)... til ........'<~....(l) ESTELLE PARCELL,a/k/a ESTELLA .M .....PARCELL,.... Deceased Late of .Mo :rr.:i.s.'I.'<:>Wn,s.l1i,p County of .Wa,sl1:i.ngt<:>:n . Commonwealth of Pennsylvania REPORT AND APPRAISAL .., ____i '_J LJ r,.}.- 7 -',- enc:: ~~>~ en en en ~ ~()()?"?"?"a 05 >::; II ------------ ~~~~~~~.:1-':I.\:l r~~-·,..:~>-~:::W:01 til ~:::0')0 ~~·..(l),~:101:>.:0'0 ...... '!':.:.0-- ~:·:101:>.:0:4- ~:0008.. ---- ~.~~~.fP..fP. ~.,~. ~.",' :~. ~ >-~ tJ(t~8"t'-l.......... :3 g c.. '"1 .. Form RCC-4-RI-3-66 No.948881 ~9 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax BESIDENT DECEDENTS File No.(ii.Cia 492 Date'---.JJ~~~nlt;;C'~6,,"-,.19-6.8. -__---!lLva,,,,.i;~:.t'!.I~TL!N~.~r.!..!..:.l.T.!.O!i'MJi!..._C tyoun,ss: Office REGISTER OF WILLS.---l"UUIlAu.SwHLdI...IJNLJ,JGULT.szO:.l.:ll1 -...I:Pa. Received from Uomer Prj ge lle/100 _Dollars, (Executo~ot~~~.!~1t.~~d4!r)of the estate o1-f--------,Eg,'S~TJh...:'.rl:LblLE~·";Pl:.\1AtflR~C~SL.I:·:l:.L---,------------- who died ~!arGh B 19-68-,the sum of o~m THOV'iJ\ND SEVIZN Htrmm.E:D FIfty aael being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as foIIows: NOTE:In accepting the transfer inheritance tax on luture estates prior to the death of the liIe tenant or tenant lor years,as evidenced by this receipt,it is understood that the Com- monwealth shall not be precluded or prevented Irom hereafter assessing additional inheritancetaxatthedeathoftheliletenantortenantloryearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. 92.10 1,8.62.10 Total $1,750.00 *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302. Computation of Tax Tax on $5%$ Tax on $10%$ Tax on $2%$ Tax on $On Account 15%$ Exemptions *$ Total Estate $ Total Tax $ Less Tax Previously Paid (if any)$ Balance $ Less five per centum of tax if paid within 3 months after date of death $ INCOUPLETB Amount of Estate Tax Assessed under the Act of May 7,1927.$ Add interest at the rate of '7'd from to $ 37-104-1 $,------- $,------- $ $,------- $ Valuation Valuation $,------ $,------ Total Date Date Real Estate Personal Property $,------ $,------ Total Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date'19__$,_ ----19__!:$====== Estate Tax Assessments Date'19__$,_ ________19__!::$====== Appraisements Made and Filed NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed in numericalsequenceforauditpurposes. Register of Wills MOORE BUSINESS FORNS,INC.,ELMIRA,N.Y. FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket:\7 Page lOti line 1 Estate of J"S'IT"t''E PA "ront............&I.........u OFFICE OF REGISTER OF WILLS t-'..rt"'Ill·rI1"QN Pa...-Oz._.'-0.:;:-....f Date Juue G,19-60- SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 rms.srll11'iAUIr~ORelPsterorwills 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills all duplicate 1'e-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 Dame and address of person to whom tax receipt is delivered: I .--~'fRl.B"Tiit""......~~....~v_,Lir ~Jflr ...',oro A"t..,',."QUTT'!nT(\~J'i'mT~'i'nUI.J,nn~c~.-~4;""Ij:A,;;,iiioi"lIli:.....,.-r__-.....--.--'-~ I L t'!AC~!!NG'!O~{,ImlftlSYI.vANIA 1.5301-1 \ RESIDENT DECEDENTS File No.63-68-492 COMMONWEALnI OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax ~9FormRCC-4-RI-3-66 No.948898 Date,__=Ju=n=o;;....'....::::1:..::0__1~!- Office REGISTER OF WIUS.r t1._A_S_n_I_NO_/_rO_l_'~--.J:Pa. "'6S:mrzG1otl County,ss:Received from Homc.r 1!.Prigg,Jr.Paying on Ind•.J,inb. ~~O~L~Jt1~lf;~;"~tl.q~)of the estate of ES'?EtLA PARCELL who died }t,,'l.rch 8 19 GS ,the sum 'of O~if.TH('USAh1)l'Jm£13 .h1JNnRIID srrvmm....UIGH?\)'l~(':s~ beingTRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Real Estate Date Valuation $------ $,------ Total $,_ Personal Property Date Valuation NOTE:This 'triplicate Receipt to be retained by the Register of Wills and filed in numericalsequenceforauditpurposes. .NOTE:In 'accepting the transfer ~nherltance tax on future estates prior to the death ofthehfetenantortenantforyears,as eVIdenced by this receipt,it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the hfe tenant or tenant for years whenever it appears that such additionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. \ Register of Wills .... MOORE BUSINESS FORMS,INC••ELMIRA,H.Y.'" Total $__'_1~,_3_7_S_.7_3__ *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302. 31.-104-1 $,------- $ $r-......9"'-l.,....6lU.7~5.......2.....9 _ $ $,-..;;9~,~G.,..75~.21:1,.;9:L--_ $,------ Total Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date 19__$_ ---19__~$============:. Estate Tax Assessments Date 19__$------_ ________19__~$============ FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 31 Page 1M I.ine,--=l=.-'__ Estate of ESTELLA PARCELL OFFICE OF REGISTER OF WILLS UASHlt;O:i'QN,Pa. Date ,nnm 10 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.S28 RUSSELL U!1RI!lJO 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 money with the amount receipted for.The original of each such receipt shall be signed and sealed by the Register of Wills and transmilled 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 am ~n r,pnliJC,In 217 D;~EY AVEIiUE tiAS.~lIlt!GTOi1.JlmrTNSYLVANlf\~5:\Ol L I -.I I I __I