HomeMy WebLinkAboutOC1968-0956 - ESTATE OF BUCHANANRCC-BI (2-64)
COMMONWEALTH OF PENNSYLVANIA..
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
JNHf:RITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
JOHN D.BUCHANAN
(Ex~Gutor~)'
IN YOUR REPLY PLEAaE
REFIER TO 37-131':"3
j
In Re:Estate 0 f .LIBu,;LA~NwCOtJHE~.~·..J,BL\,IU!.WC.Io..!HAN£!,llJA~Ni!.....s:a~!.Q.k.,J.;!ae...____
_____----!.lW~A~SH~I~N~G~T.:::;ON~---County -File No.63-68-956
Dear Mr.Buchanan:
You are ~ereby not'Hied that the original
appraisement in the estate of Blanche Buchanan afkfa
has been filed;in the ofnce of the Register of Will~qt"Washington
County on DeRember 17 ,19 68.Said appraise~ent ~eflects ~he
following valuations:
Jt.Held
Re al Estate ---"...,,..,,.-'=""'___
Person~l property~--~~9~6~9~.~7~2---~-,-.,.......,._.,.......,.__;:::22:::.:.L::0:;.:;O:.=.O.:..;.0:.;:0;.,.'__
Tota1 _.,..----,-.-..;..,~2=2'"'",.L96~91..!.·.u7.:::2~_
As to such tax that is paid within three
death,a five (5%)percent discount ~s allqwable.
remains unpaid after one year from date of death,
of six (8%)percent per annum i~ch~rged.
months ,from date of
As to any tax that
interest at the rate
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by la~.
.'
Dat e ~D~e~c~em~b::!..:e~r:....,....:1:.J.7...z.t_l=:.9~6:::.:8;:......--...,..-
DATE OF DEATH:June 20,1968
Note:This is not a bill.
RCC;;.39 (6-67)
~OMMONWE~LTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
BUCHANAN,BLANCHE a/k/a BUCHANAN,BLANCHE B.
FILE #63-68-956
June 20,1968
SUMMARY
I!the undersigned
#63 Washington
FILE #63-68-956
the real and personal
opposite each item in
Ttf<:POnT OF INHER.ITANCE TAX APPRAISER
duly appointed Inheritance Tax Appraiser in and for the County of
,Pennsylvania,do respectfully report that I have appraised
property as reported in the foregoing return at the values set forth
the last column to the right j.n Schedules "A"~"B","C"and "E"•
Dated:.12-17-68
06-20-68
RRPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Washington
County,Pennsylvania,do r'~spef:tfully report that I have allowed deductions in'the amounts
claimed by deponent,except as to those i terns 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
:::e::"allowed :_:7:::uCtion.~~~
REGIST~R OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$969.72 .-969.72 '-----
___E_S_T_ATE INSO:..::L~V_EN:.;.:T:..-__
INVENTORY
Real Property (Rchedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
cT oint-Held Property (Schedule E)
TOTAL GROSS AS~ETS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities . • . . . . . .
ESTATE T~X ASSESSMENTS
969.72
1,632.26 ._
$---
~------
969.72
======:=
CO~WUTATION OF TAX
TOTAL TAX BALANCE
PAID
fOR USE OF REGISTER ONLYTaxon$__________R%
Tax on $.dO%
Tax on ~.~~Tax on $.1~%
Ex'emptions~======:=(:::)
Total Estate __
TOTAL TAX
Less tax previously paid
BALANCE
L~ss ~%of tax if paid within
3,,·months after death,
BALANCE OF INHERITANCE TAX DUE
Add interestat rate of 6%from
to-----------AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
BALANCE DUE
Add interest at rate of 6%from
to
$--------~-------$__....;\·1_'_
$--------,.-
$-----ct>.~======~=*-------
$=====1=
*------do~)------
(:;:)As evidenced by Chari table Exemption
Certificates issued by the S~cretary
of Revenue.
s;_
$------
$-------
*-------$-------$
FOR USE OF REGISTER ONLY ADJUSTMENTS I
NOTE:Where subsequent adjustments are made to the above computation of tax by the
negister of Wills,for proper reason,same should be noted below,with short
explanation.
i .i~.c.
WAdill ...l No.....ministration \
IN THE
Year
MATTER OF THE APPRAISEMENT
OF.THE
ESTATE OF
.....l3.~AN.(;.~EllJ.L:.P.J\.N.A-fIJ ..{i/}{/a,.
Deceased
Late of E>.•...ScTRABA.NE ..TWP .
County of W.As.lfq'J(i'!,().N.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
-~.':~:.
~
·-DEJ.>AJtTMENTOF REVENUE.,
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
~ESIDENT INHERITAN~E T,A,l:
APPRAISEMENT
DATE:.l?~.?~~~.~~:!:7.!.~?.?..?..
COUNTY ~c:.~.~~.~~.~..?.~.
FILE :SO..f??:::::.f??:.??..§!
Whereas,~+.~~9..h.~J?~9..~.~.~~I.~/~late of ~.~~.~.:~~.~:~~..~.
in the County of W.~.~.h.~gg~.9.P,.Commonwealth of Pennsylvania,having died on
the 4.Q.:t.P day of ~~~19 ~~,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~.~.~.~~?~.~l.,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 Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement
Descrlpllon of Anel Valuas Made for Inheritance
Tax Purposes
$
IPERSONALTY:
Balance in decedent's personal bank Acct.Mellon National I
Bank,Claysville,Office 969.72 969 72-
JT.HELD:I
I
42 Series H.United States Savings Oqnds per list hereto
attached·22,000.OC 22,000 00
!,
I
!
Total 22,969 72
...
,
fonn~;v:~hb~:::I:h~w~a/L'l'~I~::~a~o~e~~~?&f?~~":~~r;~~ti;l~i:°?
~ApP~I~r
~J7~>,;:':'}----·;:::·(ron Oflles)
-
·WA$HJ.NJ}'l'OW...County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
......................~:L.AN.G.Iffi:J~Y..9.f.IA~A~~!.l<:!.a.:.
Deceased.
Late of
S.STRABANE 'rw1'•.........................................................................
Date of Death,.:~~~?9..?.l.:.?..?.?..
Appraisement Docket Vol..37J••••••••••••••••••••••••••••••••••••••••••••••••••
Page,J:?:t.::::?.No.63-68-956................................................
Filed in Register's Office,p..~9..§mQ~.~:;n,.J9.9.?.
Amount of tax due,$ :~.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal f,.om Appraisement,:.
Entered and ;charged,
~.
jl
Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVAN IA
.DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF .:vM.SHIN.GT.ON .
Eucutor
and sayS
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 dAe within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
...the.Jnt).~ritlince_.lin~.E!;!t,ate _~ax A,ct of 1~§1.)
IN THE MATTER OF THE'ESTATEOF }
AFFiDAVIT OF
_BLAN.C.HE·~~~~~~..·~r..d~~;~t)··..···_..EXECUTOR
Late of W~s.ll~.8~.~~County ~
::.:'.:-~:::;:~~-~::::_~::_~--}."
.......................................................J.:QHN :p~aw..c..~AN._.
.IifijJjJliiJljJ'lX«of the estate of the above-named decedent being duly sworn,deposes
That as such ~.~.~:H.~.9..~deponent is familiar with the affairs of said estate and the property con
(Ex"cutor·Aclminislral.or)
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 i:ldividual 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
non e
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 I1ereto and made part hereof sets forth full,,·and in"detail all the
real property in the Commonwealth of Pennsylvania of which decedent died.having a~interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at th~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,orc~~"t"J;'lJ'st for
any other person or persoJ:ls giving also separately the accrued interest thereon,i:f any".~q.own to,·,.the last
interest day prior to decedent's death in the case of savings banks,and to the date o~;~~c~~errt's.dea~h
in all other cases;all bonds,postal savings,treasury certificates or notes and otJi~f/~v'i!!ence ~f-l~-.
debtedness of the United States to ·the decedent;all obligations,whether by Stlltut~_QI{ag.~eemen~t they~'
are designated as tax free,of.the United States,or any state,or political sUbdivi·s~.9V t.J1ere6f,'~r o·f·
a~y f~reign'country,which are owned at the time of death;all wearing apparel,jeKelW;,:$,il~~rw~re,:Pi~-..
t ures,books,works 'of art,household furni ture,horses,carriages,automobiles,boa~s/;~n~any all'd -~l,I>'
.--;\./""'ll ,-..other personal chattels of whatsoever kind or nature,left by decedent,together with thef'!,,6:'irry".'e$timat~d
market value thereof;all bonds and mortga~es held by decedent and of all claims due and''OYI~pl{~e\<;edlmt
at the time of death,and all promissory notes or other instruments in writing fer 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 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 apd dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
".
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein 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..tw.o,y~.arf?of decedent's
death,in contemplation of decedent's death,or intended to take effect in posses's'ion'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'eS:ch'transfe~ee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or';enjoyment at or after death,there is also attached to the schedule:a 'copy
of the deed,trust agreement or other instrument creating the trust.Ther,~is al~o set forth in said
schedule a list of all property,real and personal,with its value,which:pa£ses at'decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually.or joil)tly,by the ,Will,.deed,or other instrument of another,
with a cop~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,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 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 charge.able for period prior to decedent's death.(except.those.allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
.....~.l1..~~~···..···IE;;~~t~r-~
......fj,.~P...,#.6 __-..
(Street Number)
......l.'r~.l;l~.~I.!g.~gP.:.I .....;p.~~.~y.+y..~.~.....153.Q.;J,.
(City or Town and State)
Subscribed and sworn to before me this .
.,
../..::_..1.~!L ·../day of De.c.ember 1968 .
..:-:-..~~.r~~C7)/._...__
{~~/.~/~~e1~~~"·.
~~~-:-N~·rY ";;:Hi",Washington,Weshtngfol'l Cia·
'~""';::"'",u\.t'Cb·miiission Expires Jun~Z8,J,9ZJJ ,-to)..,,.,,~~•,..,~'~OTE: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 (1·,64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BU'REAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE IIA"
-REAL PROPERTY-
Real property in Pennsylvania,with statement of mortgage encumbrances upon each p:ucel at death of dece-
dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule liE".Property held by
the .de.cedent·as tenant in common with a~other or others,shou Id .be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commo!,wealth of Pennsylvania should be
described by lot and block number,street and street number,together with
a general description of the property,with a 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 encum~rancesupon each parcel at death
of decedent.Taxes,assessments,accr.ued Interest on mortgage"s,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
!NONE
:
(1 )(2)(3\/
DEPARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write
DEATH In this space)
Insert this total opposite II rea l property",Schedule IIA"in the 'X X X X X
liAs Reported"column on the last page of this return.
RESIDENT DECEDENT
"COMMO~WEALTH OF PENNSYLVANIA:
TRANSFER INHERITANCE TAX
RCC...,,35
,t,;,•",
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 ~ith another or others
must be listed under Schedule "E".Intarigible personal property,titled in the name of the decedent,but
payable at deatQ 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 es~ate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of.the State,at the time of death,should be listed in this schedule.
Item
No.
ITEM •
List and describe fully
UNIT
VALUE
ESTIMATED
MARKEl'VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
l3alance4.n 4aeedent'S'!>f;)F8.onal bani(
a~CQunt,MellQn NatlQna1,'Ola,sv$~l$Otf.loe
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
I
x X 969.72
,.'.;~
Rcc-'36
'cmf\fON1\'EALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TRA_NSFERS
(1)Did decedent,within two year.s of death,make any transfer of any material part ~f.,_.hiS estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)ti~,
(2)Did decedent,wi thin two years of death,transfer property from hims,elf to himself and another or
others (including a spouse)in joint ownership?(Answer yes or 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 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)Bo -
(a)Was there any posSibility that the property transferred might retnrn 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 ye~or no)'NO .
(b):-he right to designate the p~r,son~,Who W.~l.,l possess or enjoy the pr,operty transferred or
l.ncome therefrom?(Answer yes or no)'fiO
(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)tIe>
(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 ""J;j,i.ch could revert to decedent under terms
of transfer or by operation of law?(Answer yes or 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 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 ~B,or E.
ITEM DESCRIPTION MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
::tcc-::;s
·!:c.\i-Nd:\WFALTH OF PENNSYLVANIA
n.\\::'FFH rXHI·]UTANCE TAX
lIT::':mna nECEDENT
u.,..
SCHEDULE "E"
JOINTLY OWNED PROPERTY
.'.
I\Sl'iU'CTIO\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 tmder 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 ami relationship (if any)of co-o-wners to
the decedent.
Description of Property,Date of Acquisition,Name "I unit'percentage Estate
Address and Relationship of Co-Owners,and Place 1 Value Share Valuation
of Record of Instrument,where Real Estate.i
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest-
Insert this total opposite "Jointly Owned Property",Schedule ·"E"
in the "As Reported"column on the last page of this return.
S$rt~$R United States Sav~gs
Bonds pe~l1st b$r~to atte.¢h$Q .
and f11.$d here~d.th..~/("o6 6.60 .1
"j
~.ia1A)JJJ I
j
I~,;,/000-66
II,
I
I
" I
II
!!iII
I
IIIIIi
I
J
------------_..----....
--------------------------
\'.'
ESTATE OF BLANCHE BUCHANAN
ATTACHMENT TO SCHEDULE "E"
----------~~---------
JOlliTLY OWNED SERIES H UNITED STATES
SAVINGS BONDS REGISTERED AS FOLLOWS:
To Mrs.Blanche Buchanan or Mrs.Leary Buchanan Creighton:
DENOMlliATION SERIAL NUMBER ISSUE DATE
(Face Value)
1,000.00 M3 789 567 H May 1959
1,000.00 M3 789 568 H May 1959
1,000.00·M7 919 113 H Aug.1961
1,000.00 M8 063 792 H Oct.1961
1,000.00 M7 946 002 H Sept.1961
To Mrs.Blanche Buchanan or John Delbert Buchanan:
500.00 D1 144 028H Dec.1953
500.00 D1 144 029 H Dec.1953
500.00 D1 144 030 H Dec.1953
500.00 D1 144 031 H Dec.1953
1,000.00 Ml 990 995 H July 1957
1,000.00 Ml 990 996 H July 1957
1,000.00 M3 704 71.'9 H Apr.1959
1,000.00 M3 704 728 H Apr.1959
1,000.00 M3 789 573 H May 1959
1,000.00 M3 789 574 H May 1959
1,000.00 M7 270 584 H April 1960
1,000.00 M7 270 585 H April 1960
1,000.00 M7 946 003 H Sept.1961
1,000.00 M 10 131 879 H Feb.1965
1,000.00 M 10 131 881 H Feb.1965
1,000.00 M10 131 898 H Feb.1965
To Mrs.Blanche Buchanan or Roy L.Buchanan:
5,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
VI 896 39 H
M3 789 572 H
M3 789 571 H
M7 388 320 H
M8 197 601 H
M7 388 319 H
sept.1956
May 1959
May 1959
July 1960
April 1962
July 1960
To Mrs.Blanche Buchanan or Mrs.Jera1ene Buchanan McCastin:
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00·
1,000.00·
1,000.00'
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
Ml 735 385 H
Ml 735 384 H
Ml 735 383 H
Ml 735 832 H
Ml 735 831 H
Ml 829 630 H
Ml 829 631 H
Ml 829 632 H
M3 027 015 H
M3 027 016 H
M3 789 569 H
M3 789 570 H
M7 033 806 H
M7 033 807 H
M8 197 602 H
May 1955
May 1955
May 1955
May 1955
May 1955Dec.1956
Dec.1956
Dec.1956
Aug.1957
Aug.1957
May,1959
May 1959
Jan.1960
Jan.1960
April 1962
RCC-37 •(12-63)
COM1\WNWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Jom Da Buchanan Son Yes adnl t one_-.
Washington,Pa.
...
Roy L.Buchanan Son Yes adult one-fourth
Cleveland.Ohio
Jeralene McCaslin DaulZhter Yes ad.ul t one-f'-
Grove Citv.Pa.
Leafv ('1.,..0';t1''ht.nn no"".".te'P Yes ~dn't.-.-Washiruzton.Pa.
I
I
•..
:o'
r-
,
..
(
h
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH'RESIDENCE
No exce tions
OF THE
ESTATE OF
REPORT AND APPRAISAL
~IATTER OF THE ApPRAISEX1ENT
(Executor-Administrator
must complete "As
Reported"column #1.)
a '~~"'0 ~
"1 :"1 ~~0 :I\)"1 I\)Vl :~::s Vl -Vl :Vl 0....,::s "'0~~~e.."1."1I\):~Vl 0><"'0'0I\)I :~"1 ~cr":~o "1~'0 ~
trl ~II 'I"1
Vl ........'<I\).-~
II
trJc:~
~;>
:~".-.....,-.......---::0
:~W en trJ -<,()():~?"?"?"
:~c1 ~>::~.....;..
-v.>-v.>~-v.>"h -v.>
..~.
;>
'"~---",,-0-
"1.-II fk:('l:c..-II '":-=
1:II-v.>~~-v.>~-v.>~'~;>~.,:--.;,'"
~':a \0 u:~~-;~.:~:~('l:Iv....-
~:;..>~2.:c .,::s
:~('l:
.~::Q c..
.\);,,;~~.
r .'\r~~i
\,...._.,'"\..:~--".t,"_:.i
(\':',""\\
.....0 \~
:Z \~j
Sll~\:'j;':...~,'~1
G:::>,\T,:':;·J'~\.·,j
Year .
P.-<THE
(No.
..W:~f3l:l.~:rlg:t;()~...
BLANCHE..BUC.HANAN .
Deceased
WM.c.'PORTER"ESQ.
307 Washington Trust B1dg.C£
.Washington,Pennsylvania
15301
Late of.SO''\.;l,tb...S.t;r~p.~~...'l'.ql:iP.~l:l;ip ...
Commonwealth of Pennsylvania
Will
Administration
County of
RCC-4 (8-68)
NO,AD 33037 OFFICIAL
COMMONWEALTH OF PENNSYLVA~IA,:~~>;';':~;"':"
,DEPARTMENT OF REVENUE,o,,\~;:J'."t,<':'.,,.",
RECEIPT.PENNSYLVANIA INHERITANCE AND:'ESTATETAi<
THREE HUNDRED and no/lOO - - - - - - - ---- - -d IIRECEIVED.0 ars
..representing Pennsylvania Inheritance or
Roy L.Buchanan.Paying on Ind.Liab.Estate Tax due from the following estate:
From:I II
300.00
$
I\'"lI I
$w_
lUI
$
$300.0Q
$~
$300~OO.~
$"
, $II'dI
$----_..It.J'le~o ACC~.
$'5,000.00'
0/0 Tax on $_
Estate Tax,Act of
May 7,1927
2%Tax on
6%Tax on
TOTAL AMOUNT PAID
15%Tax on $_
TOTAL TAX CREDIT
less five percentum of tax if
Pl?id within three months after
date of death
Plus interest at the rate of
__%from _
to _
,
\,
,,..,,
...
SEA l '.
Date of Death '6-30-68 I
,
L100 ~[p [L~@ill tr~
NOTE:This Triplicate Receipt to be retained for audit purposes.l '"
$m
//;;L-r-.dI!£:/}/~~t-~
..'Received by .•
NOTE:In accepting the transfer inheritance tax on future -estates/prior to the death of the life f,r;(Signaturey)r/",///'
tenont or tenant for years,as evidenced b'y this receipt,it is'understooo thai the Commonweolth shall 'V~~Cj('/V £~
not be precluded or prevented from hereafter assessing additi~'1al inheritance tax at the death of the ,/- .11
life tenant or tenant for years whenever it appears that ,such additional tax may be legally due and l/(Title)vcoliecti~le for any reasonwhatsoever,.
,..;
~.
3~7 WASHINGTON TRUST BLDG.
File No.:63-68-956
dd"C/O William C.Porter,Atty.A ress _
Date of Puyrnl:!l1t January 8.1969
,"um.uf D.,.J",t BLANCBB BUCHANAN II
County WASHINGTON I
Remarks:
"'__..\--"
..~---"....~-"-_.---~~-,.,--_:_,_.
"'"....-.......-..-.and nO/100ONEHUNDREDFIFTY
/-IIP!ji~g.;;;;;:~~:it~_6~ir~..g;;;;·'·';;l!!·("'iiiIiiii[.';";;--~'(:Ei"i:iIiI:ll"+;;*~·(*9iiEi"iii%~.·':!iI....:Wiil.C>5=.?~··{!E.Jr"':>E.i.'/,1::_·,.:···;;;7l1i~·(t!I!I"'!Eiiii,i:i\jS$;;#i:l"lii!!Eiil":,I~j;J'"3i.i!I..eii~s-.¥z;;,.r;§~~'t'i!ifi~,._~,~;,!I"<"~~":A=>.,i\'!}·.,:.)iIIi~.,::i!I,_,.;~}:iit!ili'~tDr~·":;;¥#~:i!l!,.iII,.!I•.~.:.t~,:'~::_~,:!!9!,~~.......~".~~,&~.;'.~~;!!~!
,',;..,'r'·'·COMMONWEALTH OF PENNSVLVANIA-~,'h"""f'-;",
fit'-,,",,',~~.."~_".:.>,,::,,-'_,,,",::,:"."""".':''i.,.v,~,,,:'y~..','DEPARTMENT OF REVENUE ,'>.;,.\;,i{:~"..4"{';·";""
'NO.AU 33085OFFICIAL RECEIPT •P~NNSYLVANIA INHERITANCE A~[?\E,S!tfEtt.A.?'
150.00
$~
2,500.00
$--------2%Tax on
6 %Tax on $$mll
15%Tax on $$III
6-30..6863·68.956
File No.Date of Death I
RECEIVED dollars
MRS.LEAFY BUCHANAN CREIGHTON representing Pennsylvania Inheritance or
From:PA7ING ONINI.tlAlk .'Estate Tax due from the following estate:
e 0 ATTY.WItL .'C.PORTER I 1I
Address 307 WASHINGTON TRUST BLDG.
WASHINGTON,t PENNSYLVANIA 1530
$~
Date of Payment January 22,1969 I
BLANCHE BUCHANAN
Name of Decedent I
%Tax on $$II
Estate Tax,Act of
May 7,1927
//
150.00
$R
$U
$n
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__%from _
to _
.,
.,..
...
.'
,;
"
"
",,,-
\.
~4
tfASHINGTON-----..:...------------~ICounty
Remarks:
1710)nID)nn(rU !AI 17 R ..'I'150.00UuDUItLSUlJ:!JL~j U"LS SEA L:/TOTAL AMOUNT PAID $~,.
NOTE:This Tripliwte RecAil'I In be rQt,{;n,,~lUI l~:dl;purposes../..;."../1,.'c::...,,~'. \
,::•~~'"./'Received by ---jtfit-L.~~~:::.,;~~~uL?='===;:i:'.:::"':~7·~:....,~-=~_-=L_C-_·tII-..:..V1--:D=--
NOTE:In accepting the transler inh~r!tance tax ,on luture est~es',prior to the death 01 the lile '/2 (Signature)..././
tenant or tenant lor years,as evidenced by this receipt,it is understood that the Commonwealth sholl .-r.,/'-///~
not be precluded or prevented Iram herealter assessing'cidditi~nalinheritance tax 01 the death 01 the.!O<f"':,·_j{"J-'(L..;,-~p ..::::::." ,
lile tenant or tenant lor years whenever it appears that such additional tax may be legally due and ,(/(Jif'fle)
callecllble lor any reason whatsoever.
___~.__~_.._..........~'____.~._.~.....-__'!rifi-=-"j-
l£anl IItll nUll w~ntnm~ut
,"-
I,~..·~.~~~g~!?."Q.Q.~.~.1 _~~.9.9..'!Y..,-..___..~:__~_ ______ _ ,
of ~.7.~~~EJJ.~.~.~J;~.~.R.~.~9..J.._..~{~.~.hJ.ggt9..D..L ..P.~.D.P...~.yJy..~p..~.~_ __.:.__ __,
being of sound mind 'and memory and understanding,do hereby make,pl.lbli3h and declare this to
be my Last Will and Testament,in manner and form following,hereby revonng any will or wills
heretofore made by me.
First.I direct that all expenses attributable to my last illness and funeral be fully paid and
".satisfied,as soon as conveniently may be,after my decease~
·Second •..All of my estate,real and personal,I give,devi se and
bequeath in equal shares or proportions to my four children,JOHN D.
BUCHANAN,JERELANE B.McCASLIN,ROY L.BUCHANAN and LEAFY B.CREIGHTON.J<;\~
.\
I do hereby make,cQnstitute and appoint my sOh,JOHN D.,BUCHANAN'",
to be my execut or of this my Last \Vill and Testament.
"
IN WITNESS WHEREOF,1,BLANCHE BUCHANAN,the Testat rix
above named,have hereunto subscribed my name and affixed my seal,the '5th
day of March in the year of our Lord one thou~and nine hundred and sixty-three •
'I
Signed,sealed,published and'declared by the above named
,as and for her
BLANCHE BUCHMTAN
Last Will and 'Testament
,and of each other.~~Y£~~r-..···············7/11}·r3·'c}iPt+6-1··
in'the presence of us,'who hav~hereunto subscribed our names at
thereunto,in the presence of said testat rix
her request as witnesses
,.-.'-...~._..-_.,_.--
i !
!I
!~bO0\CI)k as1""'4 .....
'"en ...-{..-l......bO filro kCI)p:::..-t as.......~,H-n >0 ~~r-l>I O'c:o ~
---t ..!:4 ell rn
0 ~.p k~~i 0 rJj k
~:.,,P=l ":::l Q)
.~4-4 ~!.......P=:Hp;.
0 .......1'::J8'~1 ......-'~8 ..
0:p:::k kpi.-0 ~0 0 0
~1 CI)......P-q..>.p-......':d t[:bO4-4~!CI).k k'U 'U~,l-<O'norl
0:~0 .c.c
~l u .rn rn
'U CI)~asas<!CI)~~~~I....:n >oj
~l 0 'U bO
l-<I::::~
t:l-t ~t:l-t
Affi~autt OOf iExerutnr OOr A~mint!itrutnr
S>btlr of 'rnnDgluanta.t DB:
mounty of Bas4tttgton \.
Personally before me,the undersigned authority,a.;N.Q~.~IT ~.~p..±1:~;in and for said
County and State,appeared ;[Q.:§"N .P..!..J?lIQ.JJAN..AAf __who,being duly
sworn according to law,deposes and says that he is the executor ~f the estate of
............~!.~.~A~~~.~.~~deceased,that the foregoing sC~l.edules constitute a
complete inventory and appraisement of the real and personal estate of......Bl.m9.b~~y.c.~m ,
deceased,except real estate outside the 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 oLthedecedent's death,based upon a just appraisement of each
item made by the above named Executor ~
.Swo~n:ajid:s~bicribed before me this.......7..~.h.......fd-4 A
day of.;;:;~:::'P~}g,.~.:m:1?.~r 19 68.....~.A ..,!J.M..,.c.J!~~1:!~d~:~
~.........~m~..~~::=...............................Executor-~
-':-;:.t~AE HE~~(t..·~:·~....c?"·~·
~:Aiota'"pi;;:-/',,;w \"n+W hI _ADDITIONAL INSTRUCTIONS
""J.)"._~",.35","1,;,00,as nmn ~
1.An~i}1~~ii\·r9)SyjrPrnS~pe"JJli1d-lf;III three months after appointment of personal representative.
.2;A supplemental IDventorlinus be filed within thirty days of discovery of additional assets.
3.'1 Orig'ihal and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
.O\rer $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,.Over $50,000,in-
cluding Copy of vVill 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
3Juututnry nUll 1\pprnistmtut of the goods and chattels,rights and credits which
were of J;~lm9..p.,~~g!:l~.~late of §.Q'!-;;.~h §.~~.~p..~~~2~~P.:!P...
Washington County,Pa.,taken and made 1n conformity with the abO"Ve affidavit.
1
DOLLARS CENTS
Balance in decedent's personal bank account,
Mellon National"Claysville Office 969 72
,
'j
-1
,1
1
.'H':~1jr h~.4"",iAA@iP-l1
No.2425
~.'~-&J7-'fSG
,"l,t,
,'/t 'It"
I 'II I"~..[//......,
..v·.....'-::..
:,_(\\"I Ie ".~
;:''''~.;,;,"':qi[ventory and'Appraisement--t......~,~
\.\,.1;O.L~~~""0 fIN THE ESTATE OF
":...l'"..."«.t"
"""'''''l-I""'-\r v ',',~.l:,I'r:.\':0)t.~.~L C ~
..IIJII~jtl,.\.!~.~~.~~•••.AN M~..J~Jl.9.JJ!.H'f.~"..
~)
i._.
.-
I.~
/,
{
.)
Filed ,19 ..
J
S111i,\.:;Q H11SID3t1
o;:n.lVH TI3SSflu
I .-
oE :2 \:d'....\<;..:-('t~r'l ,..1"'1'\.l_.",\.j ..
h!~;~l
~2
WM.C.PORTER,ESQ.
307 Washington Trust Bldg.
Washington,Pennsylvania
15301
Form RCC·iO DEDUCTIONS ALLOWED IN
AND AGENT OF THE COMMONWEALTH
Register of Wills,Agent
-HE SUM OF $1..:~..~.{.=1..c.
DATE APPROVED .L,,£.~/..z..~f.jl
a~.-tf~"~';;'(/1J
STATEMENT OF DEBTS
AND DEDUCTIONS
COUNTY
OFFICE OF THE
REGISTER OF WILLS
OF WASHINGTON
ESTATE OF BI,ANCHE BUCHANAN LATE OF South Strabane Toimw:Su.bJ..i4p.l....-_
DATE OF FILING APPRAISEMENT _~~~~_.-....:/~/_-_C=....;:.I'~__DATS OF DEATH June 20,1968
DATE NO.OF NAME OF PAYEE RENARKS AMOUNTVOUCH""
6/20)lq68 Brolinlee Funeral Home Funeral Exnenses 1J,q8 ~o
7151"968 S.White's Sons Monument Inscription 12 36
7/161lq68 Russell Marino Probate of Will 10 ~O
Russell Marino Filin~InventoI'V ~00
WIn.C.POI'teI'Att ,~f'ee At:00
Notarv Fees ~00,
-
1632 36
I
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF WASHINGTON 88:
..,.:JOHN D.BUCHANAN
Ok
DECEA8ED,AS DEDUCTIONli ".OR
r,-rI'"~
"
",;,'
\,,',
..,I C,-
,.,
,"
..,-".,
""
,.
l.
)
...,.,1
J.
,";v''-
J
(.
'4 C+,~
,<),
(,\J~<..J
UJ
"
..
;0 :....~,
t~;
')
-"rr 1-'
..~r-I.)
9-"j'-•.
:-:::..S 7~I
j=-=-=0101\)
(.fl
\.1J
C
"."
1-
L.:..):',.1'
\,\.J