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Home My WebLink AboutOC1968-0628 - ESTATE OF MCCONNELLFonn'RCC-2 "DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA j •RESIDENT INHERITANC~TAX APPRAISEMENT DATE q~~.?~.~~??!.~.??..~ NTY WashingtonCOU . FILE NO...§~::.??::.???. Whereas,s.ar.a J..•....Re.a.gan..1:1c.C..Qnn.~.l.l.,late of Q.9A.c?ne.p:Y:;m . in the County of ,w.9.-.~h-.~!],g!.gn Commonwealth of Pennsylvania,having died on the ?~~~day of ~P..~~~19..9..?,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;- Therefore,I,......................~.~.~.~.....g.h~n.~y..........................................................................,an appraiser duly appointed according to law, I 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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ nn.nx PERSONALTY: 170 shares of Allegheny Power System ~Common @ 21.94 per share 3.729.80 51 shares of Pittsuburgh National Bank -Common 2.664.75 J 25 shares of United States Steel Corvo -Common 992.25 64 shares of Western Union Telegranh -Class A 2.195.20 Prudential Insurance Policy -proceeds 558.00 Pittsburgh Nationa Bank -Savin&!'s Acct.18 821.01. Total 28 961.04 28.961 01.J. Total 28.961 04 Having been duly sworn according to law,I do hereby certi~~~boveappraisement is made in con~ formity with law on this ........eZ.,J'~.......day 0~..•.•............~................~......~4cJ-::~~_~~~i~'~~;~:~:: VJASHINGTON C"U1Ity . ~'''''. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of pAJ:i.A .J.J:1.E.:AQA.l\f M.Q9QNlf.~~~L'!:<j~. Deceased. Late of CANONSBURG....................................................................................._-. Date of Dealh,API.:.~·J ?.~..LJ.9.~.~· Appraisemcilt Docke.t VOl.,.3..7... Page,J.J,.?7..5.No.~?:::.~.c.:::.~?.?.. Filed i~l Register's OfJice,.Q.Gt.Q.p..~;r.?3.,19 ..Q$. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra.isement, Appeal f1'om Appraisement,.. Entered and charged,. >~. I FORM NALY No.11%-5 WILL For'Sale bY'P.O.NaIl"Co"Law Blank Publlshers41;Grant St.;PSh.,Pa.15219 ,' iGnnt mill UUIt Wrnialurut,- ..,.~<0.s11<S<.'-~o-C\~0-~~~~-~h~.~:\~b..-'if I (.,.r:::L l IJ$",+--''\".....:;.. ,of ~';)\:r"-"A.\~"}County of '-..:-y()V'\~'.0"'-' 'nul Btate of f1_..,c,.n.{J~bcing of BOUnd mind and memory,do hereby make, publish and declare this to be my Last Win and Te8tament}in manner and form fonawing}hereby revoking any wz7l orwill,s here'toforemade ~Y me.~~c-;~,~l t ct,.l;\ First.1 direct that en my just debts and funeral expemesbe funy paid and satisfied}a8 "oon t c co \ 0 co !c:c'() 500 .5 OC) .s 0 c.. '~DO 100 I I "I'. 1 do haeby make,collstitute alld appOint ~c<.<'--'--'---lc.k,,-,~\C'-V.-,~<--~\:-~'lL . to be my eX~Cut.'K.>-Af o/,this my Last wm and Testament •.C'•~"K...."-~ome.eGr\"1\~ JJn .cmtlttte$.$mbercof,1,~on.,,-$..~..the Testat . above named,hewe hereunto subscribed my name and affixed my seal,the ..'.:'.'.,.. day Of~~V~\~in the year of our Lord one tholUJand nine hundred and ,~-r~fl.QJJ-U;- s·,..~()-..··fY\~k_""Ii ~-···~:~··\1·K.;.6..(S"~---_·····-L:'~~~,>--')"'-_..~ Signed,sealed)published and.declared by the above named.. ,as and for Last Win and Testament in the presence of us,who have hereunto 81..tbscribed our names at request as witnesses thereunto)~n the pr.esence of said testat .,.and of each other._lffj£IG:z6~K:~....._...._._,...~....--.--..0;/~.~.'Yd . __.lt~«J.()__.'--'r'~_~:-:t:~'£:.J...._._.._ ~... "o '"dZop.; ciIll<.;... .r:iIII ll< .j ell..coj..t:l '"...... Ii...,.c~:;; ::lll< ,!olccliij ~oj.~ :Or.~.~~~ ~~ ~~ I!:·····i..J~ ~ool:Q ~I::!i: ..!0) '"'I Ii! !:~~~....lit "l:3 ~~~~0.~~ ~~~~~"l:3e~~~ ~:.FiJI'd tiC!.J''-~I..:!..jl 1~~-'P":JijQ:'.l:'d:.:~c2i.~'1!Y· .~· .ot·~. dl U!v ,J'•~:~:~:,,--,:i JU 'j'l I'·. ,.Mi4ei15?H~ ~~~. ••~.~,,~c~'.;:~ .,'.•.,,~ It,6 -.t j-to r% i\ffi~autt OOf 1£xrrutnr (@r i\bmtntstratnr 8'tatr of 'rnnaylnania.t 55: C!1uunty uf Bunl1tttgtUtt ~ Personally before me,the undersigned authority,a p.9.tiil:x:y.p.M1?l.i.£..in and for said County and State,appeared J.E;~~~.;..~~9.~who,being duly sworn according'to law,deposes and says that she _is .the executor or administrator of the estate ofMcConnell..S.ar.a...J ......Reagan...M~C~mn.ell ......~lkl~....M:h.§.A:..w.A.s'A...deceased,that the foregoing schedules constitute a cOrJI?l9te Wientowy aa-d W8caisemIlIt of the real and personal estate of.....S.9-.t'.9-....J.Il....R~.egen ...Ms;.Qp..nn~ll.,d~ea~eca,ex~ept rearestat'e oOu~~a.e 1l\e Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor ~ Sworn 'tJ".::::"ibed before ~e thi...7f-·-:..·-I.~,J~~dOY_.~~kLi:.:...Vi~~~~~g~i~~;;;J;;~tt;i~;··_····-. ADDITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return."- REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 '--I 3Juu~utnrD aub !\ppraisrmrut of the goods and chattels,rights and credits ,which Mrs.w.S.McConnell were of Q.~*-~J.~~g~g~g M£~Smg~.U.~?:.L.~.L.?:Jate of tbe BQ;tQlJgh...Q.f C.~n.Qn.sh!J.t,g,. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS ~: 170 shares of Allegheny Power System -common stock @ $21.94 per share 51 shares of Pittsburgh National Bank -common stock @ $52.25 per share.' 25 shares of United States Steel Corp.-common stock @ $39.69 p~r share 64 shares of Western Union Telegraph Company -Class A stock @.$34~30 per share Prudential Insurance Policy proceeds -payable to 'Estate Pittsburgh National Bank -Savings Account TOTAL ASSETS OF ESTATE 3729 80 2664 75 992 25 2195 20 558 00 18821 04 28961 04 --.- l-.----ll --'-- c) rJ 'J " ,~ &;3-~r-~:)-f /VD,-!..~~_ Inventory and Appraisement IN THE ESTATE OF .'..................sar.a...J:......R.a.gan....MC.C.O'Me.l.la/k/a Mrs.W.8.McConnel! Filed x ,!.,19 . ~ I., I <.: o 1t, .J 0' .-1 ()"(),1,.-, C) () l , " t;.; (w......(;rr:::0 " I c:c:::C.J '-<.1) _..! ., til(/) ~i ~.=:-Cl ::Vi--.......J.-. o·~I .~)~.~()" ......""~- ' J ~~r I,t ,j • J '] --':::0 ::B a,.~• r--z 0 fj '0 ,J c.I")....... OJ .".. ., U"l '1 ) -...J "1 1 1 ~9 3 ~ Form RCC-33 RESIDENT DECEDENT -' COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ..WA~gJl.'lG~9.N .. IMPORTANT:This return must be completed in detail and filed in duplicate, Register of Wills of the County where decedent resided;Return is due date of death,unless an extension is granted by the Secretary of _th~_Inl1eritance_.~n!lE~t;ate.Tax Act of 1l:j!i1.) State of pennSY1Vaniq._}ss: County ofWq.s.hing1;;QIL .. .....J.E.AN K•......R.EAGAN . of the estate of the above-named decedent being duly sworn.deposeS and sayS .Executor Decedent'died r }..........AP'f~~~thi ..··········~I~~)··19(~~;)··l ~~eaVing a last will.copy of which is hereto attached. Name and address of attorney or}Patrick C.Derrico,Esquire other authorized representative to~~5e~i~tiln~fg~~~&s~e~~lI~I~·PQs.g . whom all correspondence should be...washington,pennsylvanial~30L. mailed. That as such ....J.g~P.:...~~....R.~.~8.~g"..deponent is famfliar with the affairs of said estate and the property con-(Ex",,"lor~) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name.or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Canons-Sara J.McConnell and Jean K Rea an 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 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 als?sets forth in the columns provided therefore the assessed valuation of each of said parce~s,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 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 o~her 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 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 by decedent,together with the fairly estimated market value thereof;all bonds and mortgages held by decedent and of all claims due and ,owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance policies 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 substant~ated 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 must be submitted.It should also set forth in itemized form,together with the fair market value•••-,t.L •_thereof,any other property owned or bequeathed by the deceg~nt at the time of death. The Schedule C attached hereto and made part hereof sets forth 'a Tru;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 b'y'eacii"transferee and all other facts of a pertinent nature regarding saidtransfer.s.In the case of transfers intended to take effect in poS'session or enjoyment at or after death,there is also attached to the schedule a cOllY 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:l?ersonal,with its value,which passes 'at decedent's death by virtue of the exercise by decedent,ei th~r indtvidually,or jointly .with another,or any power of appoint- ment vested in decedent,either indivi!luaIii,or'loihtly,by the ,wUl;-deed,or other instrument of another, with a copy of the instrument creating such-po~er ·a.t~.ac~~d-to-::th~,s~heAule• •-_.J__t..........._1. 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 deceden~~~-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 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 directed therein,· have been carried forward and properly registered in the Summary. SUbSCri~nd sworn to before me this /.F _..,.,2rf<~day OfAugU§t~19);8..~~~~---7~2?··.0 ~_.'9P!!"''''~hAYm1]lg__. _~HARSH.Notary Public (Street Number) -WASHINGTON,WASHINGTON CO.,PA...:I;'.t.:t:..t::.~.1?~.;'g1.J,?..~.P.::P..~.YJy~:P..j,..~.. My Commission expires Jan.11,~,1?49"(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. RCG-05 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".Inta;gible personal property,titled in the name of th~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 any undis tributed 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 MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) 0\3729.80 2664.75 2195.20 28961.04 3/7:2 9.Jo !J'#;J{/t (.l,7 if:JJ r l?{<,0(//tjJ ~2.0r-__ ,-~t.j.~~y,o/~I :\J<:://~/"// ~18;..;;;.;;;82,-=,1.;..;:;..04':"--1 ••Id;lJ/./(;/1 -... olf;'/&/61 34.3p 36.69 52.25 $21.94 TOTAL ASSETS OF THE ESTATE 51 shares of Pittsburgh National Bank -Common 25 shares of United States Steel Corp.-Connnon 64 shares of Western Union Telegrapl'J,-Class A Prudential Insurance Policy -proceeds Pittsburgh National Bank -Savings Account 170 shares of Allegheny Power System -Common @ $21.94 per share Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return. ·.',-RCC-36 comroN'\'EALTH OF PENNSYLVANIA Tfu~NSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRANSFERS (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)NO (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)__;N~O~_ (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 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)NO (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others _ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)~N~O~_ (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 supported 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 NONE DESCRIPTION MARKET VALUE (Es timated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. C(',M\h),\'\lF\LTH UF PENNSYLVANIA f1~\:\~~t'Flt rXHI'~H.I TANCE TAX lll-'~1nEn J1ECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY nSl'RrCTIO~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 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-o-wners to the decedent. Description of Property,Date of Acquisition,Name! Address and Relationship of Co-Owners,and Place i of Record of Instrument,where Real Estate.! None unit rperce~t~g:~-l·Estate Value Share Valuation J __ j DEPART~!ENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Insert this total OllPosite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return.L....~-~--' ,.'RCC-:31 -(12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OF·State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Tn~",nh F.n ....._1_ "\7'""--------TTn-lo...uri11 Jean K..Reagan Niece yes --------Under will Margaret V.McGann Niece yes --------Under will Helen ReaQ:an sister-in-law yes --------Under will F()rcl~lATh;t'P Nipcp VPl':--------TTn-lor tJi11 "r.r",j-~A1~11~()n Ni "'r''''"\70"--------TTn-lor tJi 11 Joanne Benefiel Niece yes --------Under will Alice Schulte Niece yes --------Under will Betty B"rn"Ni",,..p v"'~--------TTnd",r tJill Margaret Hohman Niece yes --------Under will Marv T.T,....11 OnT.Teber Niece yes --------Under will - , ( h Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF ,- Will Administration t No. DJ THE Year . (Executor-Administrator must complete "As Reported"column #1.) 0 ....,'"t:l :::0'"'....~~0 ll:>'"'e:...CIl ::s CIl CIl CIl 0.;.,Ci)'::s '"0....e.'"'~CIl 0't:lll:>'"t:l ~0-....'"'(b 0 ~"C trj ~.... CIl -....'<ll:l....~ SARA J.McCONNELL Deceased Late of .BoroughoLCanonsburg County of ..w.asllingtoIl .. Commonwealth of Pennsylvania REPORT AND APPRAISAL GREENLEE:2~~¢~jIp~~ICO&POSA 325 Washington Trust Building Washington,Pennsylvania 15301l~'S:!!.:J i.'J r-~T_.-......~r a:-J -1 r:1 c..~j [,,II':c [,:(,enc: &::: &::::>~;-........-....--.......-..-<~W en en ()r:>r:> l:J"'?"?"?"' ~q ~->J::tj.....,::: II ......-'-"'-" ~'(I)-<n -(,19 -(,19 -(,19 z i2:'N z_ 0 0 ,00 0 :>l=l ffi ;\,Q ::s CIl(1),0',(1) ~-:~ ;0 ~-0 'g-.~'"'....~c..- -(,I9.-(,I9-<n-(,l9~_ ~..~.:>,~.~~:'"()(,f 11 0f ~..~:~-~(-,;){,II ~.:~.'"'-2."><:,""-.::s,,r::.J :~.c..,e::::-.~.'''''l.v II ~: '~~OMMONWEAl TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX '1 c't-39 (6-6') RESIDENT r;ECEDENT 1'1cCONNELL,SAbA J.REAGAN a/k/a HcC01~NELL, FILl;;#63-68-628 April 21,1968 , SUMMARY Mr(S.\'1.S• I,the undersigned if 63 Vlashington the real and personal opposite each item in T1..8POIlT OF INI1ErUTANCE TAX <\PPRAISER 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". ~.~, 04-21-68 10-23-68Dated: FILE #63-68-628 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do r','spectfully report that I have allowed deductions in the amounts claimed by deponent,excep t as to those i terns 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,~~~'f~_:_~__ Da ted:10-23-68 ~///,{/"'f/VVU REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $'-$$------28,961.04 28,961.04 INVENTORY Real Property (Rchedule A) Personal Property (Schedule B) Transfers (Schedule C) ,J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 28,961.04 ~2g9!Jj "':~ 25,661.89 ,__ 28.961.04 =36'J~2:::.f:99:6::.'!::El~5=:. 25,661.89 ======:- Valuation of life estates or annuities . . . . . . . . ESTATE TAX ASSESSMENTS --------,-- COMPUTATION OF TAX 3,849.28 := FOR USE OF REGISTER ONLY Tax on $~._~Pi% Tax on $,10% Tax on ~~,)r11 $ Tax on $25,661.89:-:%$ Exemptions :~ Total Estate __ TOTAL TAX $~ Less tax previously paid $~==========~~ BALANCE $_~_ Less Pi%of tax if paid within 3 ,months after death $~====~====:___ (,:,)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. 3,'\LANCE OF INHERITANCE TAX DUE $~.------- Add interest at rate of 6%from to $----------~------AMOUNT OF ESTATE TAX ASSESSED *~ Estate tax paid $~__~~ BALANCE DUE $_ Add interest at rate of 6%from to $~_ TOTAL TAX BALANCE $~",,-- PAID $ ADJUSTMENTS are made to the above computation of tax by the reason,same should be noted below,with short FOR USE QF REGISTER QNLY NOTE:Where subsequent adjustments Register of Wills,for proper explanation. Will ( Administration ~No......Year IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF SMAJ.0.0 .~/:'CZl>..l\J )'lq90rJ.r~]}~L.0 oai~!a.... Deceased Late of .C.J\.i:9:C~)~$.~lJJ:1.Go0 0 County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL 4\'!I• J.,/Form RCC·1O DEDUCTIONS ALLOWED IN. it , THE SUM OF ,',..,......s-ii'tZ/J---OFI'ICE OF TME STATEMENT OF OE:STSREGISTEROFWILLS Washingf:on AND DEDUCTIONS M"~;;:::::OF COUNTY ~~:?/t:;_0;7N;~;cA'd~rP /0%Register of Wills,Age.t ESTATE OF Sara J.C 11 /k/Mrs.W.S.Mc~oBnell bMeonnea~TEOF Borough oanons urg DATE OF FILING APPRAISEMENT /6 -g7J-61 OATS OF DEATH April 21,1968 DATE NO.OF NA"'''OF PAYEE RE"'ARKS "MOUNTVOUCHER 19€8 U 26 M~yi"'e Ponover Witness to will exnenses ~25 00 U 26 lvIarv Urban NursinQ:50 00 4 27 Canonsbur~General Hosoita Account 56 78 4 27 Griffith Funeral Home 1157 00 u 27 Marv L Albert Nursin~60 00 U 27 St.Patricks Church Openin~~rave 80 00 I.?7 M'I"c ,.."..1.Nop1 i~'lrs;n~60 00 4 27 Borchertls Dress Shoo Account due 58 00 4 27 Hel~n Rea~an Funeral party.food,etc.50 00 U 30 Dr.Michael Sharman Last Illness 56 00 u 30 Josenh Shenard Handvman account 100 00 -4.-1.0 A\7;~r..l:l,..'R 1:>,.,t-~1 On AC'count PiC;gC} 4 30 Bell Telephone Company _JFinal Bill I 34 48 I I526GavdosMonumentCompany 100 00 1:\71 ,.,11 1:>1:>'Riehm;:\n &Posa ......-F".,..-Fn 11nT.li,.,oDerr~co - 4/25 R Marino -Letters Testamentarv S20.50 4/29 R.Marino -2 Short'Certificates 2.00 4/29 Guv Rod~ers -Witne~s Costs 7.50 r:.1?T.Ta ch (In 'DDn"rts -!AdV.Estate 17 1:\0.. 1:\/70 n.l:l;1\7 u.-Amre.d.i.ae EstatllL__.-lLI:\O , i 5/29 I 1.00 ICommonwealthofPa.i-Death Ce~~_~ficate l~-\00 I,T 0 'T A L 56 8 De~r188c A 11:>'1C!ofI:>I:>C! I26Greenlee.Richman,l?OO 00 I 'rO'rA T DERTS AND ADMINISTF lATION EXPENSES 11:\~'\/"1Y COMMONWEALTH OF PENNSYLVANIA Washington County,Pennsylvania COUNTY OF Wasbington I,.Jean K.Reagan H£REBY CERTIFY.THAT.TO THE BEn OF !ICy KNOWLEDGE AND BELIEF.THE FOREGOING IS AJUST AND TRU ESTATEMENT OF o EiiITs.FUNERAL EXPENSES AND EXPENSD!01" :::~:II;::::I::XS~::;:::.TO THE ESTATE OF Sara J.!MCConne~~fe~!?.oEC£AeED.AS DEOUCTIONliO FOR /~.-:tt:---"/..L~4'~A/(L.S.l~;~f;:=:z':::d6thDAY .-I;arYp¥~~- My Commission Expires:~J~a~n~u~a~r~y~1~1~,~1~9~6~9 • • f, I ., \, J, r . .1 :j ,', ,, (-...-.... ,\., 80 ,\ I I t',1,' " I ( ,. .~i ," 'J " I ,. ': I,,,7':'Ig:.2 ;0?~').~ {.,:~:;,:;•-.1--..,.......".---.r...(:;I(;,i 0 __. .~lj~ ::-",~.;;O i,I I":::~.'--,t :-0 -,en .....'-..-) In \--..J c'.I j';,',' :. j, ., Form RC C·lO AND AGENT OF THE COMMONWEALTH OF COUNTY DEDUCTIONS ALLOWED IN ~?\C>~THE SUM OF $.;>.- MA '.5 197t/RUSSELL MARINO DATE tfRO~. SUPPLEMENTAL t:-J-6 gr-(2% STATEMENT OF DEBTS AND DEDUCTIONS '-OFFICE OF THE REGISTER OF WILLS .. ESTATl!OF Sara J.Reagan McConneJ,.h OF _-=t~h~e:..-..=B-=o;,r-=o.:::.uQ.gh~.=.o.:=.f_C=..:a~n~on~s~b:::..:u:::..::r::J:g::1..-__ DATE OF FILING APPRAISEMENT _O~c...:t:..;.=---=1...,--=1::.:9~6..::8'---_DATSOF DEATH __-=A~p:...lria.ol....•_1~2....l......,--,,11o..9L·.lIl6~8t.-_ I.Patrick C.Derrl.cge~itg§l!~teforthe HEREBY CERTIFY.THAT.TO THE BEaT OF ...Y KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTSi.FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE EST....TE OF Sara J.:Rea an ne 1 DEC Do AS DEDUCTIONi FOR INHERITANCE TAX PURPOSES. I DATE NO.OF NAM&:OF PAYEE REMARKS AMOUNTVOUCH"1ll 4/~7/68 St.Patrick's Church Burial Lot 310 00 - COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF Washington . , F RCC 4 HI 3 66 ---9 COMMONWEALTH OF PENNSYLVANIAorm- - - -~RESIDENT DECEDENTS 948841 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No.63-68-628 Date Nay 27.19 68 ....., Office REGISTER OF WILLS.t'ASHlNGTON Pa. WASnn1:JTON C t R·d f Jean lew Reagan ..oun y,ss:ecelve rom ·---"·!!::--.:..~_ (Executor,."l"If.lI;X.IJLI 1Il';:.JlI.Il of the estate of sAttA J '".DAGAN !fcOONNBLL who died Apr.i121 19 68 ,the sum of THREB THOUs.A3iD aM Ao/100 -....Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Tax on $5%$~_ Date Valuation$Tax on $10%$_ $Tax on $On ACCOUdt 2%$3,151..99 Total $Tax on $15%$ Personal Properly Exemptions *$============. Date Valuation$Total Estate $_ $Total Tax $_ Total $Less Tax Previously Paid (if any)$=========== Total Gross Assets $Balance $----_ Less Debts and Expenses of Less five per centum of tax ifpaid 157 89 Administration $within 3 months after date of death $.'" Clear Value of Estate $INeOtiPLUfB Amount of Estate Tax Assessedunder Valuation of Life Estates or Annuities the Act·of May 7,1927.$_ Date 19__$,"_ Add interest at the rate of %1 -----19__$from Estate Tax Assessments --------------- Date 19__$to $===3=.=0=0=0=.=00='== ~Total $,. ____________19__$*As evidenced by Charitable Exemption Certificates issued by the Secretary of .NOTE:In accepting the transler inheritance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.L.1757,effective June I,1957,as amendedthehIetenantortenantloryears,as evidenced by this receipt,it is understood that the Com-..monwealth shall not be precluded or prevented from hereafter assessing additional inheritance by Act No.381,approved July 11,1957,and Act No.207,1961,SectIon 302. tax at the death 01 the hIe tenant or tenant lor years whenever it appears that such additional S E tax may be legally due and collectible for any reason whatsoever........~)L..iJOOD [P)[LD @£iJ[E 37-112-5 I/~#-_~_~~~r'~~~~(.~4,r-~lJ NOTE:This Tdplicate Receipt to be retained by th.e Register of Wills and filed in numerical P .'_Register 01 Wills sequence for audit purposes.MOORE BUS'IN·E~~.:..~ORMS.INC.,ELMIRA,N.Y. '. ~-.k FORM RCC-4-RI .1'JlANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 37 Page l1!ine_....,.S,-- Estate of omCE OF REGISTER OF WILLS ____"W=''.UlU=,='=.·=lti~=f.=...O=f,...:..J!~',--'_--"Pa. Date-------f,!:a~,;!'f¥-'",,2...1 19--.68. 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 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 settlement of the estate.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,P...C.DERRICO 325 WASHIhT(;TON TRUSt BUILDING l/ (.u-6S....(~8 RESIDENT DECEDENTS 646.26 File No. $======== Balance $_ Total TaX $_ $========Less Tax Previously Paid (if any) Tax on $5%$ Tax on $10%$ Tax on $2%$ Tax on $On ACCQunt.15'Yo $ Exemptions *$ Total Estate $ llegistefof Wills Less five percentum of tax if paid within 3 months after date of death $============ MOORE BUSINESS FORMS,INC.,ELMIRA.H.Y. Amount of Estate Tax Assessed under the Act of May 7,1927.$_ Computation of Tax Total $6t...,6.26 *As evidenced by Charitable Exemption Certificates issued by'the Secretary of Revenue under Act of May 28,1956,P.L.1757,effective June I,1957,as amended by Act No.381,approved~ll,1957,and Act No.207,1961,Section 302. S E(lI.,A./L 12..'.'/il'~'G#~~"'''''~''l)II .-II~",,"'l/.t..P"- ,I" Add interest at the rate of % from .,.-_ to _ COMMONWEALTH OF PENNSYLVAmA If':IC(j~::11...flR :17....11.2....5 $,------ $------ $. $,------ $. OFFICIAL RECEIPT Transfer Inheritance and Estate Tax ~s VCifuation Valuation $,------- $,-----.,.--- Total 978949 LrTR3D [P[LD @£1f[E Date Date Form RCC-4-RI-3-66 No. Date (lot;oh"",'1~19~•Office REGISTER OF WILLS,~:,\.~':!i:L'lJ'.N Pa. "r"H l:)lt!!f'''l County,ss:Received from ~Jr.!..:t.;::!,A!~'>=.I_!2r,:..!.:......::r_"-~~.u.;,G:l.:!~::;.:A~U:__ (Executor,;bc@iniEltrOjoi;.Or.GuCfrdian)of the estate of .:JAM J..:I~J\O:~U neCO~ZhE.LI. who died t.~r"U n 19 68 ,the sum of ~..'IX Hmall":;:;O FGR'n Bn,.IL 26!'JJJO - -Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Real Estate Personal Property Appraisements Made and Filed $l ~_ $)------- Total Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Ufe Estates or Annuities Date 19_·_$,_ ----19__,2:$======- Estate Tax Assessments Date 19__$,_ ________19__~$====== NOTE:This T~iplicate Receipt to be retained by the Register of Wills and filed in numericalsequenceforauditpurposes. NOTE:In accepting the transfer inheritance tax on future estates prior to the death oftheliletenantortenantforyears,as evidenced by this receipt,it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. 1"4' 't'",jl;, t ,:,,~~ .\, \t i",N f;.'i l .~,~flif~·l·.··jf I~':'1I. ;' f''~ \ FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT {.:.,,..' 'I Docket 37 Pagel1~Line:_....S'--__ OFFICE OF REGISTER OF WILLS _____...:..t:.::;A:.::::..-'..:.:l.LC='=.,T(=i!=.J Pa. Date,~f.,,-,=.l:L<'t""cub"",or",---"1"",,,--_19 61 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 1201 (g).Act of April 9.1929.P.L.343.as amended. viz:-.'To receive Irom Registers 01 Wills all duplicate ,re- ceipts lor taxes paid to them by executors or adminis- trators and to charge the Registers receiving the money with the amount receipted lor.The original 01 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 settlement01theestate.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: To Am..c h...r~:1.L"':"1i 1.1CIt:.-rI"OCJ:I~ICO {:PO:.A 325 ':,JhII:GTOtl'ir:.L l'llt;n.tII,u ~.\ L 1,)01