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HomeMy WebLinkAboutOC1968-0847 - ESTATE OF BELL,,', RCC-8\(2-64) 'COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ' BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRA~SEMENT MARY B.WEBSTER (Executor~) IN YOUR REPLY PLEA.IE REFER TO 37-126-2 / In Re:IEstate of............:LL=O~Y:.=D~J~•...:B==EL;==L~a::=;/~k::Ll-=a:..-_ ______W:;.;AS;:.:.';;.:.HI:;.;N.:..;G:..:T,.:.O::..:.N_.........--County -File No.63-68-847 Dear Mrs.,Webster: You fre hereby notified that the original appraisement in the estate of Lloyd J.Bell a/k/a has been filed in the office of the Register of Wills qf Wasningtgn County on December 11 ,19.6.8.Said appraisement reflects the following valuations: ,Re alEstate --'---...,l,8~,......3:.!;;2~O.&..Oll':O,,-__ Personal Property __----~1~,~O~4~5~.~7~5----Jt.Held~~6,1.!:,4~84~,.....3~2.....'__ Tota1 -.=!1....5""',~8~5.l=:.O.&..Ol;!..71-_'_ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to a~y tax that remains unpaid after one year from date of de~th,interest at the rate of six (6%)percent per annum ~s charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e __--=D~e~c-=em:=b=.e=..:r=--=1:::3~,~1:...:9-=6-=8__---- Title /~ APPHAISER DATE OF DEATH:June 13,1968 Note:This is not a bill. -QCC-3ld6-67) COMMONWEAL.TH OF PENNSYL.VANIA, TRANSFER INHERITANCE TAX RESIDENT DECEDENT BELL,IIJ10YD J.a/k/a BELL,L.J. FILE #63-68-847 June 13,·1968 SUMMARY· 06-13-68: 12-13-68 'Dated: FILE #63-68-847 TtEPOnT OF INHERITANCE TAX APPRAISER I.the undersign~d 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 Ithe last column to the right in Schedules "A","B","c"and "E". ,/tdK ~J~ I NHER I TANCE..:LA ApPRA I SE~- REPo~r OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington Coun ty,Pennsylvania,?0 ,-"spec tfully report that I have allowed deductions in the'amounts claimed by deponent,except as to those i ter.ns where a greater OT lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed ~~:3_::uction'!1~50t7h JA4A~ Dated:_U,vV"vyVV I REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VAL=UE~'~A~S~~RE=AP~P~RA~I~S~E~D $.'8,320.00 .__$8,320.00 $_ 11 045.75 1,045.75 INVENTORY Real Property (Schedul~A) Personal Property (Schedule B) Transfers (Schedule C) ,J oint-Held Property (Schedule E) TOTAL GROSS ASSETS : LESS Debts and Deductions (SCHEDULE F)IICLEARVALUEOFESTATE' 15 1 850.07 =~4~~,~42~5~.•~&8~.__ 11,424.3..9.__ 15,850.07 =::z4~J4E2~.2.~6==8=._ 11,424.39 ======:....-..-.. Valuation of life esta~es or annui ties . . . • . •,..*_ ESTATE TAX ASSESSMENTS ~I I .C01WUTATION OF TAXFORUSEOFREGISTERONLY Tax on $!'l;1o <t>.--~:-' Tax on $~~ Tax on <!'11,424.39 ,:6%:$'.' Tax on $1!'l'1o $.--, Exemptions := (,:,) Total Estate TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death $------- $------ $_ *-------$-----~-$ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. --7";""""-"'~7""""-'--085.40 TOTAL TAX BALANCE PAID $=====:= $------$------ $-----$=====~.-. $------ BA~NCE DUE at rate of 6%from to _Add interest 3ALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from to-------AMOUNT OF ESTATE TAX ASSESSED E s tate tax paid FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of wiils,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 LLOYD J.BELL a/k/a.......... Deceased Late of . .PETERS TWP •._'..'..~.-.'-.'..'~..'.,..--.-......''-. J County of WASHINGTON.................... Commonwealth of Pennsylvania REPORT AND APPRAISAL I' '::: 'l Fonn'RCC-2 ....... DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS., HARRISBURG.PENNA.J7 J27 COMMONMTEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX .APPRAISEMENT DATE .P..~.~.~~~~!.!?~~.?.?8 COUNTY !'{~.l?h.:i::1.?g~.q1.?.", , FILE NO ~.3..::.9..~~.?47.1 i Whereas,.,"J~~9.Y.g..}.~~.~.+..+.,..~.!~!~.9 ,.."late of ,~.:~.:~~~~.~.., , ,..',, in the County of ~W~~.h~.OO.9.r.t Commonwealth of Pennsylvania,having died on the ,~J.~.h :day of ~.~~19 ~~,'seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,:W.~.:R..!Q.h~.p,~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. Description of Asset , I~REALTY: All that certain lot or piece of gound dituate in Peters Two ••Washington County,Pa.as described in deed date Nov.15,19.32 from Elizabeth B.McMurray widow,to Lloyd J.Bell and Lucille H.Bell,his wife,and recorded in Deed Book Vol.594 page 402. Unit Values $ Appraisement Made for InheritanceTaxPurposes $,.320 00 PERSONALTY:=====----------------------------+----11-----1---1u.s.Serids •Savings Bonds CheckinR Acct.in Mellon Nationa Bank &Trust Co. 1954 Oldsmobile 1952 Buick 19.39 Buick Refund on 1968 taxes Columbia Gas of Pa.-Refund JT.HELD: Savings Acct.in the Mellon National Bank &Tr.Co •.. in the names of L.J.Hi:Bell or Mary B.Webster. 2.39.58 709 •.34 50.00 5.00 14.00 1.52 1,045.75 1,045 75 6,48~.32 I-------------------------------------+----H-----+--1 Total 15,850 07 I -------------------------I------flf------f---I form~';.::fhbl:~~:~:.w<>l'l1aL~I~~.~~o~et'''',J:~~~.~~~~,~yy-.:~hh~~~.5..h~e~~~~'~~~~~~~~,~,~.e.~".i,~..,,~.~~~1~~.2;c,-c",2:::-2f=·~, ,,,~At.~B ,../~~~./.~Apprai8erc-;, i;/r·"···..·,··..'·(N~..·e~..·;;;;d"·st~~~i';··'···········,·······,·,,······,".. ., , ,~....'9(:;,,..,..," " "Penna. Iroat Oftloe) .....................W.A~.tIJNQ'l'QN .H..................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ............................J,:.~QxP...J...~~.~~a/'¥i~. Deceased. Late of PETERS TWP...........--. Date of Death,!!.~~~.l!.J9.9.?. Appraisemel!t Docket Vol.,3.7.. Page,"l?6.~.?.No..6.3..:::.6.e.~$..47.. Filed in Register's Office,l:)~~.~.1Il:t>~T ~,3..?19.t?~.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f,om Appraisement,. Entered and charged,H ••~ 'r THE SUM OF __.${{'?4?~r-;(,}' / DEDUCTIONS ALLOWED IN .m (2'.....•...9l ccL.;l:(,1/ -1 -t~te ~#1-~ Register of Wills,Ago.! STATEMENT OF DEBTS AND DEDUCTIONS \-%,..............--l../ COUNTV REGISTER OF WILLS OFFICE llF TI1~ ~, r--.1.',F"(~h1 if;..-~C· -./ OF Washington ESTATE OF Lloyd J.Bell L.ATE OF Peters Township a/k/a L.J.Bel~r: DATE OF FIL.ING APPRAISEMENT ;;;-;..3-{r DATi OF DEATH June 13,1968 DATE NO.OF NAME OF PAVEE REMARKS AMOUNTVOUCH'liiiR 7-2 68 Kurtz-Monument Co.Grave Marker 21.1 nn 7_"t:.o r'nlllmhi::l ~:::l':::~::l':::'Rill 0 1"\1:: R-29 68 Columbia Gas Gas Bill 15 00 7_?hR Wt=l.:::i-'Dt=lnn -Rlt=l r-rri I""'Ri 1 1 '7 '0 ~.o-68 West Penn Power Electric Bill :2 R7 R_?Q hR Wt=l.:::i-'Dt=lnn -Rl 'I""Rill "Qfl 7_R hR W:::lch;(!n1Jnrv ....~~.!=:ina T.t=l , ?I::n 7_R hR ()l 'r 'D11hli.:::hinrr C!n n.r1Ut=ll"'i-;.:::;nrr T ,")t::f'\I-I 7-R hR Rpai!=:rer nf Will!=:Short Certificate 1 nn 7-8 68 Griffith Funeral Home Funeral Bill 1177 00 6-18 68 Reoister of Wills Probate of Will 2n nn ."1.-12 68 C R;:wmond Briird Collector 19(:;R Town.:::h;n 'rriX 17 e::.L1. 7_1?e::.Q .",...,.,...'-'11 l"'pr lqhR (!n1Jnrv 'r::lY ?'7 ~t:. 7-lh hR _Rp 11 'rP 1 Pnhnnp ('n Phone Bill 7 Qe::. R_l?hR -R 'J::I'nlmt=lo:::n.rrt=ln~v Fire TnO:::llrrin~p L1.?flfl 9-19 68 I Center Presbyterian Church Church Dues 300 00 I 1fl_??e::.Q I I ("R:::l -,'R:::l;l"'n C!nl1 1 qnR c ....'h,..,,..,1 r::lY 1, ?on-_.__. 1 n-22 68 Medical Center Clinic Medical Bill ?n .1n I ,11"\_?0 .t:.o ....'T'nT.7n C!h ;1'"'1 ~::l n;i-::l r u n.11 t~hn,...;i-u ~t=lT.7t=lr n.c!.-.,..,,.,'7'7A S-O- 11-5 68 pittsburah Hearina Aid Co.Bill for hFlririna riin ?1Q fll"\ "-s nR Wi 11 irim 'A Edwrirds Re ri 1 F.!=:r.ri rFl "'!=:!=:inn ?t:;1"\1"\1"\m' 11-5 68 Andrew W.Cummins Attorney Fees 1180 00 , , , TOTAL 4421:1 nR COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX PURPOSES. COUNTY OF Washington, I.Mary B.Webster HEREBY CERTIFY.THAT.TO THE BEn OF t.CV I<NOWLe:DGE AND BELIEF,THE FOREGOING IS A-JUST AND TRU E SfATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENse OF AC~INISTRATION SUBMITTED TO THE ESTATE OF Lloyd J.Bell DECEASED,AS DEDUCTIONlil FOR a/k/a L.J.BpfJJ /J --'U(CVu.L!.:5,-«Jdca:te.A)(L.S.) SWORN AND SUBSCRIBED BEFORE.ME THIS 25th DAV OF /-- '11.~ ANDREW W.cUMr,,'~]s.N~t~·""-':0 Canonsburg,\'Jas;,i n!Jtoll "..:1. My Commission . Januar~29,lli". .' I I c; I Io !\.) ""--..- .?i; i; i!! l I I I I I All the rest,re~idue and remainderiII ../~,'J..-._..\(>7'1.!,~-,C.J "\j r'= RUSSI,and WILLIAM C.BELL. and declare this to be my Last Will and shares to my three children,namely: .. LAST WILL and TESTAMENT I direct that all my just debts and funeral decease. manner and form following,hereby revoking any I,LLOYD J.BELL,of Peters Township,Washington be fully paid and satisfied as soon as conveniently FIRST: SECOND AND LASTLY: I do hereby ma~e,constitute and appoint MARY B. IN WITNESS WHEREOF,I,LLOYD J.BELL,the Testator t~e 6th day of June in the year of our Lord one thousand ICountYi Pennsylvania,being of sound ~ind and memory,do ! expenses I may be after myI. hereby1mak~,publish, 1 . Testament,in, I of my ~state,real,personal and mixed,I give,devise and will or wills heretofore made by me. to serve without bond in any jurisdiction. i bequeath in equal I MARY B.WEBSTER,LOIS B. nine hundred and sixty-eight (1968). WEBSTER:to be my Executrix of this my Last Will and Testament seal, above n~med,have hereunto subscribed my name and affixed my I Signed,sealed,published and declared by the above named LLOYD J.BELL as and for his Last Will and Testament in the presence.of us,who have hereunto subscribed our names at his request as witnesses thereunto,in the presence of said Testator and'of each other . .,~_._..-...-.-~'''''''--:-l ~,;..-_....._.,.----~.__._._._--~------,,----,-~~~- I '! I !, IIIII,Ii1I IIII II II II IIIIII IIIiI·I!;Iii III,d IIIiIi iJiiI'.1IjIiIiIII'!! !i"l!;j Ii II 11iiJldHIiI' nl'nii "iI.liIi 11 . i! 1\II!liIqI'!! Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ......Wa$h.i.ng.t.9.p.. .......................................} ss: ................................... pennsylvaniastateof....... ......... IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary ection 703 of _th~_Inl1€!ritance_an~:E.~tate~ax 1\ct of 19!J1.) .•......................Mary a.•...we..:O.s.t.e..r . of the estate of the above-named decedent being duly sworn,depose S and say S .....Executor Decedent died ...........J.1JPe. (Month) -.................l..~,19 9..8.,r testate leaving a last will,copy of which is hereto attached.} (lIay)(Year)L~D . Name and address of attorney or}AndrewW ..Cummins other authorized representative to whom all correspondence should be Law&.FinanceBuilding mailed.Canonsburg I Pa.15317... That .as such ~xe..cJ.ltr.ix.deponent is familiar with the affairs of said estate and the property con- 4 (Expcutor-AdminisLrator) 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 RENTE~A SAFE DEPOSIT BOX THIS SAFE DEPosiT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT NONE 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 Sc.hedule 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 enclwbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. \. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated 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 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 ~f 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,s~Jv~r~are,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any~a~d all other personal chattels of whatsoever kind or nature,left by decedent,together with the fll.irly es timated,market value thereof;all bonds and mortgages held by decedent and of all claims due and owing ~ecedent at the time of death,and all promissory notes or other instruments in writing for the payment 'of ~oney 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 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 deat)1.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 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 nattire 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 copy 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 appoint7 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 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. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,· have been carried f?rward and properly registered in the Summary. Subscribed and sworn to before me this ....m~::/di;';pJ~_m_~- .R,..D..•.#..1.•.....Box 6B . (Street Number) ..Finley..v.i.lle.~p..a . (City or Town and State) ANDREW W.CYtMl ..'.&anonsbUrg,Wil§\'1n~ton .,,0,'u. My commj§~iol\Ex.~lres .Januil'¥29,196, 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 securitie~, securi ties 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. ................;..2.8.th...........day of O.c.to.b.e.r 19 6.8.. .............~~.l c:~-~. Il ~_ RCC-34 (1-64) COMMONWEALTi't OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU 'OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE uA" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property h~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.-------.....------r-------,-------(1)(2)(3)/ DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write DEATH In this space) The real property located In the Commo[1wealth of Pennsylvania shauld be described by lat and block number,street and street number,together wi th a general description of the property,with 0 reference to the record of 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,acc':ued interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted fro~m~th~i~s~s~ch~e~d~u~le~.~~~~~~~~~~~~~~~~~~~~~~~ ALL that certain lot or piece of ground situate in Peters Township,Washington County, Pennsylvania as described in deed dated November IS"1932 from Elizabeth B.McMurray, Widow,to Lloyd J.Bell and Lucille H.Bell, his wife,and recorded in Deed Book Vol.594 page 402.The said Lucille H.Bell died on the 16th day of March,1968 whereby the entire title vested in Lloyd J.Bell as surviving tenant by entireties. 8,320.001,800.00 property was sold on October 28, by Mary B.Webster,executrix of the of $8,320.00 estate of Lloyd J.Bell,to the School District of Peters Tbwnship for Insert this total opposite Ureal property",Schedule "A"in the X X X X X leAs Reported"column on the last page of this return. 8,320.00 RCC.-35 COMM@NWEALTH 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 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 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. 40.03 t?f(c 38.53 6f..-, Item No. ITEM List and describe fUlly $25.00 U.S.Bond,Series E Issue date,December,1945 $25.00 U.S.Bond,Series E Issue date,February,1944 $2Ei:~00 U.S.Bond,Series E Issue date,December,1944 ~t~,y:?:,"$~$:~OO 'U.S .Bond,Series E ".~..~Issue date,January,1945 $25.00 U.S.Bond,Series E Issue date,October,1943 $25.00 U.S.Bond,Series E Issue date,May,1943 Checking account in Mellon National Bank &Trust Company -Canonsburg Office 1954 Oldsmobile 1952 Buick 1939 Buick Refund on 1968 taxes Columbia Gas of Pa.-Refund UNIT VALUE ESTIMATED MARKEl'VALUE 39.50 39.50 40.68 41.34 709.34 50.00 5.00 14.00 26.31 1.52 DEPARTMENT VALUATION (Do not write in this space) Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 1045.75 ".","," RCC-36 CO\!"'ll!\"IT<:\LTH OF PENNSYLVAN I A. T1UNSFER INHEHITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRANSFEIlS (1)Dirl rlecedent,within 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)No (2)Did decedent,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)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of 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)_~~~OL-__ (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 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)No (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)~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 beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)_ NOTE 1:The answers to these questions should be supporterl by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION NONE MARKET VALUE (Estimated) NONE DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. NONE RCC~38 ' COMMONWEALTH OF PENNSYLVANIA TnANS}l~n INHERITANCE T'\X PillSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIO~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 lmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to the decedent. Description of Property,Date of Acquisition,Name I Unit percentage Estate Address and Relationship of Co-Owners,and Place ,Value Share Valuation of Record of Instrument,where Real Estate.I Savings account in the Mellon National Bank and Trust Company - Canonsburg Office,Account No.66-24 in names of L.J.Bell or Mary B. Webster.~int account opened June) DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest -account at 5,1968. $6,484.32 Total amount in said 100%$6484.32 ~C-n; I\, i//1/ Insert this total o-pposite "Jointly Owned Property",Schedule"E" in the "As Reported"~o~~..on the last page of this return.$6484.32L.:.~ "'-..,...... NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections Finance Building Harrisburg,PeIms'ylvania .~-~-RCC-43-RI COMMONWEALTH OF PENNSYLVANIA "DEPARTMENT OF REVEN-i:~$t.~n.yf~. RG l5'!LId\I:(l\U 1j"HARRISBU CO'utrrr COLL£CTlrms Nov 26 9 24 AfI*68 ......21.... Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1061,we herewith submit'the following report:' REPORTING FINANCIAL INSTITUTIONS ~IBII~,~,..~.aI~;~.··~·~~~I~··~~·IIL~.~·~~~·~II~·~·___ ADDRESS DO 9dl M-.__II ""'15. DATE OF DEATH __---2h't!!!..!!!!.!il"'!!!"!!!iL'-'--_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ...."L tit... ADDRESS .110 Be:ll.Me"~~ RELATIONSHIP TO DECEDENT ~__~~~'~.~'~'~'.~.~.____ DATEW~~~~~~~~S=_ST_ME__N_T26-1~··W;S~;~·.~'!....--_ BALANCE AT DATE OF DEATH $--!!....."!!·~·!M····!:iI!5!!!!·--------- 3 S7,Vhf ()l:',,~ #2 ~7D ,'/'~~\4 7. 1ll116 ~~.~ lfcc·37"(12'.6'3) l'lnnll)~\\'i>~A1.1'1I \W pr:~~~\'\·l.ANIA TRANSFER l~m:HITA!'\l'E TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Marv B.Webster dauqhter ves 1/3 residue R.D.#l Box 68 .... li'inlpvuillA P::. T.n;~B Russi dauqhter ves 1/3 residue 268 Thomosonvi11e Road McMurrav Pa. William c.Bell son ves 1/3 residue 3616 ThoIDoson Road Duluth Minn. . \ 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 (Executor-Administrator must complete "As Reported"column #1.) ,.. I . """3 'i:1 ~....C'C C'CpO....pO::l en ........en 0....,::l ""dC'C pO ................0en'0 'i:1 C'C.........g ~ C'C......'< trlen~pO ~C'C """3pO:><pO 0-CP (')....,oenen Year .... P.o1 THE (No.Will Administration LLOYD J.BELL i:i1K1Cl.\:I.i.Y.13~r,,:I.i \Deceased // // / Late of ...PE3ters.Township County ofWCl.sh.iIl9tQn . Commonwealth of Pennsylvania REPORT AND APPRAISAL S""'. ("';-..J ••j f I-il J.~1;....\ enc:: s:::: s::::>~ :00 W en en >< r.>r.>:n ?'"?'"?'":::r'•:.ri ~~:tr:J : -00 -00 -Y:>-00 -00 -00 '""'>en ~~~ 'U1 :0"1 .(Xl '"">-:1-'0 ~(Xl :,j::::.:0 LV ...., Ul (Xl Z,j::::.N ~C'C0,j::::.OUlO c..;..Z :.•~ 0 LV tr:J :~0:~~:N :Ul b u -')1""Go'E IIJ,."/" to ~" -Y:>~ ""-~"-.".~. a, (;). ~. -Y:>~ ~';.. ~ "~ :~~ """~ >:r.~·~tJ:'\.C't.-.......C)~2"loJ .~~.~~"~.Q-.l r."'~~.()~~a Ixcx-.B.WebsterFrom:Ma RECEI VED __~TL!WIL!OIiL'--JHUNDLAlILJ··wILJREDDiUJIlL....JFIL..·....VLlEoL__....laaJnL&!dloL.-___'4'I:J61.l.j/~1...,OwQIoL_----'-"'----'-"'----'.."'----'-"'----'..."'---'-"'-----'-..........,,-I!L....!.!L..-__dollars r representing Pennsylvania Inheritance or Estate Tax due from the following estate: Address--""'-'L----".......~_......---...........>oL.----------;2%Tax on $$-----------11IiII 601.T $11,424.39 $685.4670axon-"-_______~'II , File No.63..68...847 Date of Death_...:!!J~un!!!!!=e"'_____'l~J.-j 1968 15 %Tax on $$111 $--------- ·~.1J.$__4_8_0._00_TOTAL TAX CREDIT %Tax on $$----------.1l!lI Estate Tax,Act of ell May 7,1927NomeofDecedentLtodJ.Bell aka L.J. Dote of Payment ---"'J'-"a........~........!1_--""-J-..............~------i County _....:..:l#.=l=S=H=IN=G=..T=-'O=N:.:...__--'--__..,,--__----l Remarks: " Less five percentum of tax if paid within three months after dote of death Plus interest at the rate of __%from _ to _ $----,-------"' $---------1111 SEA L TOTAL AMOUNT PAID $===20===5=.==46===:1~ NOTE:This Triplicate Receipt to be r"'tained lor audit purposes. Received by NOTE:In accepting the transfer inheritance tax on future estotes,prior to the death of the life tenant or tenant for years,as evidenced by this receipt;it is understood that the Commonwealth sholl 1'4'/'/'/" not be precluded or prevented from hereafter assessing additional inheritonce tax at the death of the C /~~~ ,life tenant or tenant for yeors whenever it appears that such additional tax may be legally due and---f+~-'-;-:?~~p:,---=y:....""=--;-+--J..':',4,;";~~.'t,;......!!::...-11 collectible for any reason whatsoever. RESIDENT DECEDENTS File No.63-oR_54? COMMONWEALTH OF PENNSYLVANIA~9 948986 Form RCC-4-RI-3-66 No. Date .July S.19-1iEL OFFICIAL RECEIPT Transfer Inheritance and Estate Tax Office REGISTER OF WIllS.WASJUNGTON'Pa. ti'ASHINCTON County,ss:Received from __l>tary...:,..,_''~'_D_._._'f_'·'G_b_s_''t_e_Z'_,_ (Executor~~)of the estate of !/!"Om J,\~tSLt who died .lmtel!,·19 68,the sum of FOUR Il1JNDRE»"IFTY-SIX Md no/loa ...-Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: 1-II - Appraisements Made and Filed Computation of Tax $======== Balance $_ Tax on $_5%$_ Tax on $10%$_ Tax on $On.A-c~ount ..J~$480.00 Tax on $15%$~_ Less five per centum of tax if paid 24 '00 within 3 months afler date of death $======4!=,====== MOORE BUSINESS FORMS,INC.,ELMIRA,H.Y. Register of Wills Exemptions *$============= Total Tax $_ Less Tax Previously Paid (if any)$============ Total Estate $_ Amount of Estate TaxAssessed under the Act of May 7,1927.$_ Total $456"00 *As evidenced by Charitable ,Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.1.1757,effective June 1,1957,as =ended by Act No.381,approved July II,1957,and Act No.207,1961,Section 302- SEAL r?',,) /.t-f".""..v'./,/~~7~4--t....~~.!a,",·~t .,!i.,¥'.i\;.t,...~..;.",e..""'f ,~,'.- Add interest at the rate of %! from ...,-_ to _ $,---.----'--- $._----- $ $,----'---- incomplete Vafuation Valuation $,------- $------- Total Lrrn1D [P)[LD@£TIlE 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__~$======= 37...126.2 NOTE:This Triplicate 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 ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com- monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxat,the death of the life tenant or tenant for years whenever it appears that such additionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. \!~'. FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT 31 LtOYO J.,tmtt Estate oLf _ omCE,OF REGISTER OF WILLS ___W_ll_SJ_l1_N_G_fO_N_,__--,pa. July 8 6SDate,19__ SIGNED AND SEALED AS PROVIDED BY SEcnON 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.1.343.as amended,viz:."To receive from Registers of Wills all duplicate ,reo ceipts for taxes paid to them by executors or adminis-trators and to,charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator,whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills," Fill in below name and address of person to whODl tax receipt is delivered: 41'T1'..1L'WREW CUln'tNs tAt1 :&FlNANCB BUILDING, CAh1lflSDuno t Pmt~snVANIA IS31'1 L t~ Pa. RESIDENT DECEDENTS File No.63...68...841 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax ~9FormRCC-4-RI-3-66 No.948984 Date Jut,.St 19 68 .!;, Office REGISTER OF WILLS.WASHINGTON l114SUINC'lON C ty R'd f J.Sec'tt ,Johnstonoun,ss:ecelve rom__.:.....:._-..:....-..:....-..:....--..:......:...-..:...---------------- (B~t<£r,Administrator~~of the estate of:-~AI&L~11't.JlbJN~··.....Jh..r......l·~ff.,~if~~.:.I=I,:t~:s,.....------------------- who died ,'lulu ~O 19----6.7,the sum of TtmEE HtJt..'1lREn And no/lon .........-Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Date Valuation NOTE:This Triplicate Receipt to be retained by the Register 01 Wills and filed in numerical sequence lor 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 inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcoJlectibleforanyreasonwhatsoever. Register of Wills MOORE BUSINESS FORMS,INC..ELMIRA.N.Y. .S E(K9 .,,.....-;;)./t::/:,..-;,~<"t.,d¥~/7 ~?"t:~#,~f) Total $300...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 A¢:coUtlC 15%$300.00 Exemptions *$ Total Estate $ Total Tax $ Less Tax Previously Paid (if any)$ Balance $ Less five per centum of taxif paid within 3 months after date of death $ Amount of Estate Tax Assessedunder the Act of May 7,1927.$ Add interest at the rate of %1 from to $ INCOMPtBTB 37....43....6 $,-'----- $. $,------ $ VCiIuation $,------ $------ Total $,------- lfTR1D [P)[LD ©£IY[E $~------ $,------- Total Total Gross Assets Less Debts and Expenses of Administration Clear Value,of Estate Valuation of Life Estates or Annuities Date 19__$_ ________19__~$======= Estate Tax Assessments Date 19__$--'- ________19__~$======= Appraisements Made and Filed Date Personal Property Real Estate FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 3'1 Page 43 Line'--'e6~_ Estate of At1:r'fN .t.\il:Dl:It OFFICE OF REGISTER OF WILLS Date Jid:r S.19-68.. SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY IS.1945.P.L.528 ...Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills all duplicate ~e­ceipts 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 execut~or adminis-t~ator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills," Fill in below name and address of person to wholD tax receipt is delivered: I I To ATTtS .nlJmM;HLOOlltRO~1JERC fd 'BLOOM 200 VAS1:111\G.TOHTRUST BUILDING L 15301