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HomeMy WebLinkAboutOC1968-0811 - ESTATE OF HARCHAR37-123-8 ., R CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE. BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ELIZABETH RODACY &H£NrtY J.HARCHAIi (~v ) IN YOUR REPLY PLEA•• REFER TO Informant In Re:Estate 0 f -::.:}lA:.:.R~-'Y=___:HA=R~·C::..:cHA~·_~R:..-._ _____~W:.:..:A~S:.:.H.:::IN:.:.G=_T::.;O:.:N.:..._County -File No.63-62'-811 You are hereby notified that the original appraisement in the estate of Mary Harchar has been filed in the office of the Register of Wills qf Washington County on October 25 ,19--2§.Said appraisement reflects the following valuations: Re al Est ate --;:::-::::=~.",.---- Jt.Held ~~~__....:.7..L.,..:..79~8~•..:..68::......-__ Transfers ---":::~~__;'-::---- Total ...l7....z.,.L7~98:::..:.~6:.:=:8:....___ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e __---""Q~c.l.l.tQ!ooLb....,..erL...J2r...,5.J_.,I__J.....9;zJ.6J..1,8~---- DATE OF DBATH :1'4ar ch 16,1968 Note:This is not a bill. Title W.R.CrlliN~Y GH "'"APPrtAISlli ~,f 'lCC-39 (6-67) •'~O"'MONWEAL TH OF PENNSYLVANIA,~ TRANSFER INHERITANCE TAX RESIDENT DECEDENT HARCHA.R,~fill1Y FILE #63-68-811 }!larch 16,1968 SUMMARY FILE #63-68-811 03-16-68 10-25-68 rtErOHT OF INHEH.ITANCE TAX APPRAISER I.the undersigned duly appointed Inheritance Tax Appraiser in and for the County of #63 Washington ,Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C"and "E". i24k!~ A PRAISER (/' Dated: REPo~r OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed by deponent,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 dedhction·~/'.~#A_._n Dated:10-25-68 ~'7~V vv-.v-vv REGISTtR OF WILLS VALUE AS REPO~rED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) tOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 7,798.68 _7.-;198,68 "o+>.9~Cl.22 .=:= 6,128.95.__.__ '7,'798.68 7.798.68 .1,669.73==~~~==.~. 6,128.•95 ======:' Valuation of life estates or annuities . . • . . . . . ESTATE TAX ASSESSMENTS COMPUTATION OF TAXFORUSEOFREGISTERONLY T ax on $~.__!')}~$~_---- Tax on $~=-="......_.~.~.10;"',....o :,.','--'"'Tl"rr-r'Ti-T ax on ~=-_~1.128.95 ;;,-36'7.'74 T ax on $.__lR% Exemptions .:=(:;,) Total Estate __ TOTAL TAX $_ Less tax previously paid *~~========~___ BALANCE $-~----Less !')%of tax if paid within 3 months after death $=====1= (':,)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. 3ALANCE OF INHERITANCE TAX DUE $-------- Add interest at rate of R%from to $---~--~-AMOUNT OF ESTATE TAX ASSESSED *~ Estate tax paid $__ BALANCE DUE $_ Add interest at rate of 6%fromto $~_ TOTAL TAX BALANCE $__ PAID $ 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 { Administration ~No. IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARY HAHCHAR.......-. .... .................... . .~... Deceased Late of . County of BhNTL.c;YVILL.c; .\<lA5.liJ,NGT0 N . Commonwealth of Pennsylvania REPORT AND APPRAISAL Form RCC-33 RESIDENT DECEDENT IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the· Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extens~on is granted by the Secretarr of Revenue.(Section 703 of .JJ1!,!Inheritance.an!lEstatel'a~Act of 19B1.) Administrator '~1~~~;:~:;~=OF_C..o...un.......t.·y-~ Late of W.ash..i.:ngt.Q.n........................ Surviving joint tenants w/rt of survivorshipStateofpennSY1Y~I).:i.:~} ss: County of Washingt.qt:l Surviving joint tenants E.li.zabeth Ro.d.acy and He.nr..y J.,Harchar..•.....wlr.t of s.urv..iv.o.rsh.i.p........~1bE of the estate of the above-named decedent being duly sworn,depose and say MarchDecedent'died .......................!.§......,19 ....§.~..,J':toeS"tll't'"~""'...i!tll""1¥'m7l-wiH,:"~apr",f-wtl.n:lr 't's-m."''t'Ir"d'tnInted':} (Month)(nay)(Y~ar)L-i'ft~lI't'!ltoe Name and address of attorney or} other acthorized representative to WhOM all correspondence should be mailed. Adrian y.~a.~~~eJ:,~~q~~~~......................... Suite 200 ,Centra1 P.:rof~s.s.i~l:l~~~l~&.'.~~~:r~~E~..~.'.~.~..~.. That as such deponent is familiar with the affairs of said estate and the property con- ~~""'(l9n'i!lilll",~ stituting'the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT N n N F. That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exceptton 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 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 allpersonal 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'depo~si_t,saying~..b~nks,trust c9!l1panies,'or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent~s death in the c~se of savings banks,arid to t~e date of decedent's death in ali 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 thereof,or of fin:;rorei~country,:Which are oWned ,at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated market value thereof;all bonds and mortgae;es held by decedent and of all claims due and owing decedent d t the time of death,and all promissory notes or other instruments in writing for the payment of money of which rtecedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value iJ.wl 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 policles 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 iii"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 ~ach transfe~ee and all other facts o~a pertinent nature regarding said t~ansfers.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,~ith 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 sU~h power attach~d tq'the schedule., That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with "the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behal f of this deceden t'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 Impaid 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. Subscribed and sworn to before me this J9.th . 'HH"H day of .....9..9..~~.1?.~~......H .....H 19..§"~. That the totals of the appropriate columns in Schedules "A","B",nCR,"E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. .J.:::?79,;:"~~d.{!.~..~~~ ,JOSEPH SInE,HOURY PUB,LlC "s" CHARlFROI BOROUGH W',~~1Nr,1011 011"" MY COMM1SSIOtl miRES JANUARY 7,19/' NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34,('-641 , • COMMOf.lWEAI:.TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE IIA" REAL PROPERTY taR'. ,..", Real property in Pennsylv~nia,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule liE".Property hl:'ld by thede.cedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo(1wealth of Pennsylvania should be (1)(2)(3)/described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a-FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this spoce)to be listed on Schedule "F"and must not be deducted from this schedule. N 0 N E 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. RCC-35 COMMONWEALTH OF PENNSYLVANIA 'TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedul~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 any undistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKEr VALUE (Do not write in this space) N 0 N E Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return. cmnlO\'\i7 \LTIl OF PE,\lNSYIk.1.NB. T1UNSFFH.INHElUTANCE TAX RESIDENT DECEDENT. SCHEDULE "c" TIl\NSFEnS (1)Dicl clecedent,within two years ofcleath,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes·or no)--=n""o=-__ (2)Did clecedent,within two years of death,transfer property from himself to himself and another or others (inclucling a spouse)in joint ownership?(Answer yes or no)yes (3)If the answer to (1)or (2)above is in the affirm~~ve state: (a)Age of decedent at time of transfer I~. (b)State of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1).Pneumonia. (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)DO (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 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)__ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or 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 clecedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reservecl power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)no (9)If the answer to (8)above is in the ~ffirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary.reserved in the dececlent alone or the dececlent ancl others? (Answer yes or no)n_O _ NOTE 1:The answers to these questions shoulcl be supportecl by affidavit by the attenrling physician as well as a copy of the cleath 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 tr.Ctns- 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. #2 Cash money,$3,000.00,given to Elizabeth Rodacy to open savings account in names of Mrs.Mary Harchar,Henry Harchar or Elizabeth Rodacy.Account opened in First National Bank,Charleroi,Acct. No.11263,on February 8,1968.This has been reported at 100%in Schedule "E". Balance at death $3,000.00 (See Schedule "E If)• ITEM DESCRIPTION MARKET VALUE (EsUmated)DF..PT.VALUATION (Uel't.Only) i! II Insert this tntrt.l 0pposite "Transfers",Schedule "C"in the "As Reporterl"column on the last page of this return. COMMONWEALTH OF PENNSYLVANIA rnANSFER INHERITANCE TAX RRSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRVCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule nAn,plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to the decedent. Description of Property,Date of Acquisition,Name I Uni t Address and Relationship of Co-Owners,and Place I Valll~ of Record of Instrument,where Real Estate.! percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-DQ not Wr:l.te In This Space. Value of Value of Entire Decedent's Property Interest Savings Account, Henry J.or Mrs. $1,048.11 33 1/31 3,570.43~ 524.05 I~ <II 704.1~~$ 50% 50% Savings Account,#7960,First National Bank,Char1eroi,-- Mrs.Mary Harchar or Elizabeth Rodacy.$1,408.28//J,31".{1 BN621--Bentley~il1e, Mary Harchar. If'll People's Union Bank &Trust Co., BN620--Mary Harchar,Henry Harchar or'Elizabeth Rodacy. ~10,711.~4 tfl;f 3. 2. 1. 4.First National Bank,Charleroi, #ll263--Mrs.Mary Harchar or Henry Harchar (son)or Elizabeth Rodacy (daughter). (Acct.opened f~b.8,1968). ~3.000.00 ~~.100%3,OOO.OP~J 600,,0 ~ Insert this total opposite "Jointly Owned Property",schedUle"Ei-J ~/79f.r;p in the "As Reported"colUllU1 on the last page of this return./1 79f.tf~~"",.~/. RCC-37 (12-63) CO:\C\ll):'\\\"E:\I.TII OF PE:,\:,\SYYl.:\NIA THANSFER I:'\HEHlTA:\"L'E TAX RESIDENT DtXEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY aye an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Elizabeth Rodacy -- 201 Lincoln Ave.daughter ves sui iuri SurvivinQ"ioint 'Charleroi,Pa.15022 ,tenant w/rt of survivorship Henry J.Rodacy Surviving-ioint 1000 North Main St.son Veg gU;;Ul"';tenant w/rt of...survivorshipBentleyville . . " , \ h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Adrian V.Sannier,Esquire Suite'200 Central Professional Bldg. Charleroi,Pa.15022 OF THE Deceased ESTATE OF (Executor-Administrator must complete "As Reported"column #1.) CJ :....:j ""0 ~ '"":cn~(1)(1)0 ...eoVl:0 ::l en Vl :P"'~0::l ""0'....:j :(1)~eo '""~:Q,.Vl 0;.:'f:""0 '0~(1)0-.........'"";:0 tD .0 ..... '0 '< tTl tz:l (1) '""Vl .........'<~:.......(1):. ~~.::sn ~11.g (D t1rt'<V'Jc:: ~ II ,~, >J ~"0-(, W V>V>n n?'"?'"?'" ci ~~.................. '00 '00 ~'00 '00 '00:.......:......... "".. :......::......>:\0 ::\0 en 00:00 ~-..:.(1).....:0\::0\'8----:00 ::00 ........(1)::..---- .--j r.lo ~o ......J :'-'- .-..C1..() (..,)r, )--,I Year 1 _ r-..;; (.l) N THE t No. :,--..j REPORT AND A~PRt\ISAL .~ MARY HARCHAR ~[ATTER OF THE APPRAISEMENT Late of....~etltJ~yy.~~~fa.L Pa. -., Commonwealth of Pennsylv~iiia~ ·c., ) 1 County of .W.a~~ngt()11 Will Administration :~. :~: ..; ...- ::lr.c... >'Jo V<t~8"tv....~3 -oo'OO~'OO-oo'OO :~.~. •"'-J••'~: .~..~. f\ .~: I. Form:RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS.. HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMEN'Ii ' ' • DATE ."""...2.?~.??.~!.:"".~.~,,~"""~.?..§.8 COUNTY .""."""""""".~~.~.~.~.~?~"?.~"""""".."..,,. FILE NO.""".....""".....~"...??::::.??.::::.?.~.~,,",,.....,," Whereas,"".~~.Y.:Ba.:.r..~h9.-.!:."""late of ~.~~.~~:Xy..~~.~~" . in the County of :::~~.~.~.~~g.~~?.!.1 Commonwealth of Pennsylvania,having died on 6 M h 68the..........................J.......:t.h .................................................day of ...................~9.!.g................................................19............,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.R.Chaney 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 AppraisementDescriptionofAssetValuesMadelorInheritanceTaxPurposes $ JT.HEW: -- Savings Acct.,#7960,First National Bank,Charleroi Mrs.Mary Harchar or Elizabeth Rodacy.704.14 SavinQ's Acct •.BN621--Bentlavville.Henry J.or !>1rs.Nary Harchar 524.06 Ppf'lT\le's Union Bl'lnk &Trust Co ••BN620 --Mary Harchar •Henry Harchar.11izabeth Roda~3,570.48 First National B...nk.Charleroi,#11263--Mr8. Nar y Nafchar or Henry Harchar or Elizabeth Rodacy 3,GOO.OO .,... 'rot.al 7.798.68 7.798 68 I Total 7,798 68 form~v~~hb::::~h~Sw<>rIl~~~::~~o~e~~~is ..=en.Q:':~ ~7-:Z~=(Numbe and Street).....................~.......:::I".z.:-.......................................................Penna. (Post ~flIee) .~--?-~ ...-:...,..).::,--- vJASHINGTON .COUtlty................................................................... ......-. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of If.lARY HA1i.CHAR Deceased. Late of BENTL.t:YV1LL'E........................................................................................ Date of Death,Mar.c.b...l.6.,.196.8 :. Appraisemel!t Docket Vol.,37 ,. Page,l?3.~.$No...g3..~.q.$~.$~~.. Filed in Register's 0 ffice,9.~.t.9.:9.~.r.?5.J9 Q$ Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal f1'om Appraisement,.. Entered and charged,.... 'I \ Form RCC·1'()DEDUCTIONS ALLOWED IN AND "AGENT OF THE COMMONWEALTH OFFICE OF THE REGISTER OF WILLS OF Wa sb j ngton COUNTY STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ,,'',:' ,.•., •"$.....,f....G....&..f..L..l.J DAiJ:::::t;;ft=F Register of Willi,Agent ESTATE OF _-JMAL:.IQR~Y--LIHI-'JAwR~CLLH.u;A:J"IRoJ...-LATE OF Bentleyville,Pat h 1 h 19h&~.~e~~~N.~~M~e~DATE OF DEATH ~rc ) DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHEit. 3/26 68 Rev.Gubanich Mass $25 00 , 3/26 68 Order of St.Francis Organist (funeral)15 00 3/26 68 Catholic Cemetery Assn.Burial lot 173 60 4/2 68 Catholic Cemetery Assn.Opening grave 115 00 : 4/3 68 Bentleyville Courier Death Notice 1 00 I I , 4/17 68 Greenlee Funeral Home Funeral 892 83 , 6/6 68 Al Landrin Flowers 84 80 I 6/&6&nr .John Hall Medical services 87 00 6/14 68 Washington Hospital Medical services 4 50 7/5 68 Dr.Bakewell Medical"services 11 00 9/24 68 Ownet Monument Co.Tombstone 260 00 b - TOTAL $1.669 .73 ;::;::::COMMONWEALTH OF PENNSYLVANIA } 5 ::::.COUNTY OF Washington S.:~8 r-"~~~x WE)El j zabetb Rodacy and Henry J.Harchar HEREBY CERTIFY,THAT,TO THE BEIIT OF 0..>-< >-~~NY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ;~;:;:;AC~INISTRATION SUBMITTED TO THE ESTATE OF MARY HARCHARo;:=:u.J '.. z ,~INHERITANCE TAX PURPOSES.~::I::0-~. L.L.J t..?x -.;=~~:_"L.s.):::g ~SWORN AND SUBSCRIBED BEFORE Mit THIS 10th CAY 01'~!I~..er~t;;Ie 68~U8#~/, '..("."._,,) ..\I "', " ,..",'-I)I.I'_~__,III. ~ .~•I .....(.....f ..1 •r-,"•'"'I.".... :".'j.'j f . FormRCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA BESIDENT DECEDENTS 948899 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No.63"'(':8 ..gIl June to 19 68Date Office REGISTER OF WILLS.UASIIINGTON Pa. liASJUN'CTON'County,ss:Received from Henry 1 j,Htlrchar,'Paying on Incl.t:tab. (.Ir~~t~tr'A~m~1@timg'tfthe estate of Oms.)lu\.RY ffARCffAR who died M'ar~h 16,19 .68,the sum of ONE ltUNDRED SEVJ~N And :a7/1 (lQ.........M 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 $2%$ Total $Tax on $1,681.92 GfS ~$'1....1~~Aii.9~ Personal Properly Exemptions ..,.$ Date nolll $Valu1':881 'I.92Jt.Total Estate $112..61 Ba:nt~Acct.Total Tax $.ti:it.~ $ Total $l,f:}81 ..92 Less Tax Previously Paid (if any)$ Total Gross Assets $Balance $ Less·Debts and Expenses of Less five per centum of tax if paid 5 ..64Administration$within 3 months after date of death $ Clear Value·of Estate $Amount of Estate TaxAssessed under Valuation of Life Estates or Annuities the Act of May 7,1927.$ Date 19__$Add interest at the rate of ~19__$fromEstateTaxAssessments .$to Date 19__$107.27Total$19__$..,As evidenced by Charitable'Exemption Certificates issued by the Secretary of .NOTE:In accepting the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.1.1757,effective June 1,1957,as amended the hfe tenant or tenant for years,as evidenced by this receipt,it is understood that the Com-by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302.monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthehfetenantortenantforyearswheneveritappearsthatsuchadditional SE~...'."tax may be legally due and collectible for any reason whatsoever../-'~"LrOOD [P[LD ©£LrCE 37.../23 '"eF .It ....\#.,~£e ~,Atr~~~~..Register of WillsNOTE:This Triplicate Receipt to be retained by the Register of Wills.and filed in numericalsequenceforauditpurposes..MOORE BUSINESS FORMS,INC.,ELMIRA,R.Y. Tl FORM RCC-4-RI ,TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket~~;;..'+-._-,Page /;1;;line_Y _ omCE OF REGISTER OF WILLS Date JtttIc.16 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 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 suchreceiptshallbesignedandsealedbytheRegisterof 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 theRegisterunlessthereceiptissoeignedandsealedbytheRegisterofWills." Fill in below name and address of person to wholD tax receipt is delivered: I" To -~~~r-+,..-4~~:THiA:fi:----------.,-- L 1531~ I fi~t1W&&@WI ./r II Form RCC-4-RI-3-66 No.979003 ~9 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax RESIDENT DECEDENTS File No.ttl..!i8-ron 1 19 68 Office REGISTER OF WILLS,'il\SHINO TON Pa. WAS1UNn'rON .'.....County ss'Received froIIf"rltZ,l.l:Ulth J'h)fiaCii and Uenry J ~Ifarcbar'*, ..a:Y'lP.l~Xft?fti 1ft .i(.E~l:fitG>tf:'A.~ml4im~~~CY~9f the estate of ~...Qc~~ who died ).{Jll"(~b 10,..19---.iiB,the sum of THllBE HillroSE»·SIXTY-SEWN and 14/100 ""Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Date October 11 Appraisements Made and Filed Computation of Tax NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed in numerical....quence for audit purposes. NOTE:In accepting the transfer inheritance tax on future estates prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritance tal<at the death of the life tenant or tenant for years whenever it appears that such additional tax may be legally due and collectible for any reason whatsoever. tk'1 ''7''Qi'U'ljo''.i 1<,. $======== 5%$ 10%$ ~~.$ 15%$ Tax on $-;- Tax on $_ Tax on $On Account Exemptions *$=============::::: Tax on $_ Total Tax $_ Less Tax Previously Paid (if any)$============ Total Estate $_ Less five per centum of tax ifpaid within 3 months after date of death $============ I .....Vy ~"".~~'1;uiJl"""(,V ~.·...;.·;:;Oi.."'figister of Wills MOORE BUSINESS FORMS,INC••ELMIRA.H.Y. Amount of Estate Tax Assessed under the Act of May 7,1927.$_ Balance $__-'-_ Total $367 ..74 *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. SEALa ",..t.~/('~.~.('...A to _ Add interest at the rate of % from _ '31....123...8 ~ft~\u~\P:LE'rE $------ $ $$~-_--:_----.. Valuation $------- $,------- Total $,------- $,------- $,------- Total 11000 [P)[LO ©£LfTE Date ----'Vafuation Real Estate Date Personal Property Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date 19__$,-------- ________19__!:$======= Estate Tax Assessments Date 19__$,-------_ _________19__~$======= IIL" FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX, RESIDENT DECEDENTS. RECEIPT Docket 37 Page 123Ijne~__a_ .!~aY HAUCHAREstateofL _ OFFICE OF REGISTER OF WILLS t JUJHIt:GTON------------"--__--'Pa. October 17 68Date,19__ 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 RUSSJiL1..l1'ARINO 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 such receipt shall be signed and sealed by the Register of Wills and transmitted to the executor or administrator.whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills," Fill in below name and address of person to whom tax receipt is delivered: L ~------------------------ ".