HomeMy WebLinkAboutOC1968-1364 - ESTATE OF CARTERv .y
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IN THE ORPHANS' COURT OF
WASHINGTON COUNTY, PA.
No. ;._g t tf 1968
In r e:
Estate of
GEORGE W. CARTER,
deceased.
PETITION FOR FAMILY EXEMP-
TION UNDER SECTION 211 OF THE
FIDUCIARIES ACT OF 1949, AS
AMENDED
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S. BARRY ANDERSON
ATTORNEY AT LAW
617 McKEAN AVENUE
DONORA, PENNSYLVANIA 15033
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IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA
In r e:
Estate of ) I ~to4 i: 1968 No.
GEORGE W. CARTER,
deceased.
PETITION FOR FAMILY EXEMPTION UNDER SECTION
211 OF THE FIDUCIARIES ACT OF 1949, AS AMENDED
To the Honorable P. V. MARINO, President Judge of said Court:
The petition of CARRIE CARTER respectfully represents:
1. ThatGeorge W. Carter died, intestate, on February 4, 1968,
a resident of Donora, Washington County, Pennsylvania.
2. That the said George W. Carter was survived by his wife,
your petitioner, and the following sons and daughters, namely, Hattie
Edwards, Anna Maude Taylor, Jessie Carter, George Carter, Jr.,
Harriett Merritt and Audrey Sloan, all of whom are sui juris.
3. That at the time of George Vl. Carter's death, he was seized,
inter alia, of the following:
Six (6) shares of United States Steel Corporation common
stock represented by Certificates numbered X871 for two shares, X152925
for three shares, and T303104 for one share, valued at ---------$243.72.
4. That attached hereto as "Exhibit A" is an affidavit of
..
appraisement by John J. Dougherty and Ronald Cheesebrough, Manager
and Assistant Manager, respectively, of the Mellon National Bank and
Trust Company, who are familiar with the assets involved and which
appraisement sets forth that the United States Steel Corporation common
stock in question, as of February 4, 1968, is valued at $243. 72.
5. That your petitioner, as surviving spouse of decedent, paid the
sum of $1250.00 to Percy E. Law, Jr. Funeral Home on behalf of her
deceased husband, George W. Carter.
6. That as of the date of this petition, your petitioner has not
applied for letters of administration on said estate.
7. That your petitioner is 'the surviving spouse of said decedent
and was residing with him as a member of his household at the time of his
death.
WHEREFORE, your petitioner prays your Honorable Court, under
and· by virtue of the authority vested in it by Section 211 of the Fiduciaries
Act of 1949, as amended, to award the above mentioned United States
Steel common stock to her as part of her family exemption.
·-{;st51~ --{, ~y;lov ---=----------------L------------------------
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COMMONWEALTH OF PENNSYLVANIA
ss.:
COUNTY OF WASHINGTON )
Before me, a Notary Public in and for said County and State,
personally appeared CARRIE CARTER, who, being duly sworn according
to law, deposes and says that she is the petitioner named in the foregoing
petition and that the facts therein set forth are true and correct.
:Sworn to and subscribed before me
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thl.s·. / ~~ay of October, 1968.
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APPRAISAL AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
ss.:
COUNTY OF WASHINGTON )
Personally before me, a Notary Public in and for said County
and State, appeared JOHN J. DOUGHERTY and RONALD CHEESEBROUGH,
Manager and Assistant Manager, respectively, of the Mellon National Bank
and Trust Company, who, being duly qualified, did depose and say that
they, at the request of Carrie Carter, wife of George W. Carter, deceased,
would well and truly, and without prejudice or partiality, value and appraise
the following described United States Steel Corporation stock which was of
George W. Carter, deceased, and in all respects perform their duties as
appraisers to the best of their skill and judgment.
S:ix (6) shares U. S. Steel common stock, Certificates numbered X871 for
two shares, numbered X152925 for three shares and numbered T303104 for
•e
one share -value--- - - - - - - - - ------ ---- - - - - - - - - - - - - - --$ 243. 72
Sworn to and subscribed before me this~~ day of July, 1968 . .... -1~~~ =·~ ~. ~ ~ \J'fl -~ . A P P R A IS A L
Six (6) shares U. S. Steel common stock, Certificates numbered X871
for two shares, X152925 for three shares, and T3031 04 for one
share - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -$243. 72
Exhibit A
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IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA
In· r e: )
Estate of
GEORGE W. CARTER, ) No. 1968 ---------------------
deceased.
D E C R E E
AND NOW, this ~day of October, 1968, upon consideration of
the within petition, the United States Steel Corporation common stock,
Certificates numbered X871 for two shares, X152925 for three shares,
and T303104 for one share are awarded to the petitioner, CARRIE CARTER,
as part of her .fa~ily exemption, and the proper officer or officers of
said Corporation are authorized and directed to transfer the same to her
upon the payment of the proper transfer fees.
By
J.
l
.
RCC-103 (Z-64)
COMMONWEALTH OF PENNSYLVANIA .. -. J
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DEPARTME~T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX DIVISION
INHERITANCE TAX RETURN
FOR INSOLVI;NT ESTATES ONLY
OF RESIDENT DECEDENTS WASHINGTON COUNTY OF ____________________ __
This return must be completed In detail and filed in duplicate, with the Register of Wills In the County where the decedent resided within one
year after date of death, unless an extension is granted by the Secretary of Revenue.
Will
Ad .... 19 1 S. BARRY ANDERSON of 617 McKean Ave •. , Donora, Pa. mn. ..,.o.___ _ __ •--------~:-:---.-------------------(Name) (Address) Misc. .
being duly sworn according to law, deposes and says that he is the..=A..=.t~t~yL!... • ....:f~o:::..:r::........!t7.h=-=e:::..·....::E=s7t~a:.!:t~e~o.=.f __ .:._.:._ ________________ _
GEORGE W CARTER (Exec., Adm., Legatee, etc.)
of the estate of _________ ._· ________ late ~;~f ----;· ~D_o-=n_o_r....:a~--=--:---:---~-----
(City, Borough, or Township)
deceased, and that the whole of the estafe of sQid decedent, who died on February 4, 1968
(Date)
consisted of the a~sets·listed below and that allowable debts and deductions exceeded the fair ma'rket ~cilue of the assets and
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no Pe~n.sylva-~ia Transfer Inheritance Tax is due .
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Sworn an·d s~:bsc·rib~d bel~re me ·Atty. for the Est.
of George W. Carter
Type of Asset~
Real Estate, Pers.
Property, Jointly
Held Prop. or·
Transfers
Personalty
Real Estate
(Signature)
ASSETS
(Attach additional sheets if necessary)
Description of Asset
6 Shares.-U. S. SteeL. Common at 40-5/8
Lot No. 4, Block 61 ... U.~ion Improvement Co.
Plan of the Borough of Donora.. See D. B. Vd..
654, page 261, Recorders 6>ffice, Washington Co.
Pa.~-
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~ .-TOT1ALS
REPORT OF INHERITANCE TAX APPRAISER
(Title)
Estimated
Market
Value
ol(/
1, 4oo. o6'1 I
$1,643.72
Department
Valuation
CAUTION (Do not writ.e
in this space)
I, the undersigned duly appointe~ inh,eritcince Tax Ap-praiser in and for the above County do respectfully report that 1 have
appraised the real and personal property as reported in the foregoing schedule at the v lues set forth opposite each item in
the last Cjumn the right. ~ ~
Dated: 0
Name of Payee
Law Funeral Home
Carrie Carter
DEBTS AND DEDUCTIONS
Nature of Claim
Amount
Claimed
Funeral Services $1,250.00
·Family exemption,· as surviving spouse 1, 000. 00
TOTALS $2,250.00
REPORT OF THE REGISTER OF WILLS
Amount Approved
by Register
I, the undersigned duly elected Register of Wills in and for the above County, do respectfully report that I have allowed
deductions in the amounts set forth in the above .schedule as claimed, except where I have set forth a greater or lesser amount
;"the Ia" <alumo to the ,;ght, wh;<h g•eate• •• le"e' amouot •ep•e•eoh the·~~,;;;·
DateofApproval: {!)~ 2o, 11/s.y -~ · Register of Wills
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.~nistration} No. Year __
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'IN THE.
MATTER OF THE APPRAISEMENT
l' '
OF THE.
ESTATE OF
GEORGE W. CARTER
Donora
Deceased
Late of------,------,----+--------
County of W ashrngton
I • , Commonwealth of Pennsylvcini~
REPORT AND AP~ALSlt
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'Dear v ,,:
COMMONWEALTHOF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
IN YOUR REPLY PLEA8E
REFER TO
s. BARRY ANDERSQU Infonnant
In Re : . Estate of ------'o:Gr.o:.EA,.:OwR~GwE.__'W.u' ..... _.....cA..,Ru..T ... ER.--.· -------
------------W~AwS~H~i~N~Q4TuONu_ _________ County File No.
P.b.•. Anderson:
'J> f You are hereby notified that the &igi na1
J,appraisement in the estate of Ci'-sa;rge W. C:ert.er
~has been filed in the office of the Register of Wills qf !Taehington
$County on OatebeF 20 , 19.6,9.. Said appraisement reflects· the
~following valuations:
'
Real Estate -------.dl~~.!:I4~<X:O..ll. • .:::OO:...._
Personal Property _______ ~2~4~3u•u7~2~--Transfers _________________________ _
Total ------------~----~l~~~6~11~3-7~2~--
As to such tax that is paid within three months.from date of
~death, a five (5%) percent discount is allowable. As to any ~ax that
J'temains unpaid' after on~ year' from date of death, interest at the' rate t~f six (6%) percent .per an.num is charged.
,.,.,. ~ _ Any party in interest who is aggrieved by an appraisement may
~ppeal therefrom as provided by law. f·
t
~ATE 01-' DEATH:
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February 41 1968
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t::Note: This is not a bill.
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Signed/~/.£ CJ£.7 Q }~
Title W,l'ii. Cl:WlEY., CHTEF !ppRUSI:.TI.
ESTATL InSOLVENT
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RCC•39 (So-66)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
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SUMMARY t~-1.3/fL I
Estate of CARI»ER,
(Last Name)
GEORGE
(First Name)
w.
(Initial)
DATE OF DEATH 2-4-68 FILE NO. 6.3-99 1182-I
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of . Washingtcm
Pennsylvania, do respectfully report that I have apprai s·ed 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".
Dated: ____ 10-:w=2...,0~-:..o.6._.9'-----
02-C4-68 ~~·._a~
lNHERiTANCTAX APPRAR
REPORT·OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for W~shington County, Pennsylvania, do respect-
fully 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 colum~ to the rigtit in Schedule "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated: __ _..l~0-=2<J<0-~6'..L9 ___ ...,.-__
REGISTER OF WILLS
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
$ $ r;..~;oo uu '2I3 72
l..lLW
24.3
1,.64.3 72 1,.64.3
2.250 00 2,250
Est at e InsolvEnt ·
annuities . . . . . . . . . . . . . . . . . . . $~~~~--4--
·i ,.
ESTATE TAX ASSESSMENTS $-------~--
w
72
72
00
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on·$ ________ --t--~
Tax on $ .(Miv'
$ ___ ) -----~4-~-
$ __________ ~~-
Tax Qn $ Sll!o $-------4----Tax oil $ lQ% $ ________ -4---
Tax on$ 15% $ ________ -4----
VALUE AS REAPPRAISED
$ _______ -+--
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Exemptions '!'
Total Estate ----------1---
TOTAL TAX $------------~---
(*) As evidenced by Chari table
Exemption Certificates issued
by the Secretary of Revenue.
·Less tax previously paid $========1==
. BALANCE $-------+---
Less 5% of tax if paid within
3 months after death $========
Add interest at rate of 6% from
-----to --------
AMOUNT OF ESTATE TAX ASSESSED $-------+--
Estate tax paid $-.. ------'---
BALANCE DUE
Add interest at rate of 6% from
-------~10--------
$-----~--
$------------4--
TOTAL TAX BALANCE $ -----------4----
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 QF
.. HOMER .. H.~.· .. LAN.Gm.D.<llf ... . . . . . . . . . . .
Deceased
Late of. . . . . . }:1;Ql'J.OWGA~+:A.. ........................ .
County of .WAS.}:{ .:W.G.'l'ON ............ .
. Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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COMMONWEALTH OF PENNSYLVANIA DATE October 20, 1969
DEf>ARTMEN'l1' OF REVENUE
BUREAU OF COUNTY COLLECTIO~S
HARRISBURG, PENNA. 1 7 1 2 7
RESIDENT INHERITANCE TAX.:-
APPRAISEMENT
"''COUNTY ..................... W.~~~-~~-~-~~ ............................ , .... .
FILE NO .............. Q}:.Q.9..~+.!~.?. ................ -...................... .
Whereas, ....................... .Q.~~;r.g~ .... W.~ .... .9.~.~~.~! ..................................................................... late of ............................ .P..~~~:r..~ ............................................................ .
in the County of ............................ W.~.~h.~~.~ .......................................................................... Commonwealth of Pennsylvania, having died on
the ........................................... 4. ... t.b. ....................................... day of ...................... :f.~P.~.:r.Y. ............................ 19 ... ~9 ... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ................................. W.~.R.~ ..... C..b.~~J~.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.
Appraisement Unit Description of Auet Values Made for Inheritance
Tax Purposes
$
REALTY:
l.Qt No. 4, Blocl( 61 -Union Improvenent Co. Plan of the
Boroygh of Donara. See D.B. Vol. 654, page 261, Recorders
Office. Washington County, Pa. 1,400 00
PERSONALTY:
6 Shares -u.s. Steel, Common at 40-5/8 243 72
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Total 1.643 72
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ESTATE INSOLVENT 0
form~v::hb~~ ::~h~w!ll"Jl ~~3~1a~: ~; !~ .. ~~~~S.":?:~~k:~?-
Appraiser
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WASH ING'IDN County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
GEORGE W. CARTER ································································································································· Deceased. ~
Late of
' l
........................................ P.ON~l.A ................................................................ .
f.
Date of Death, .f~:P.~n: .... 4., ... J.99..~ ......................... .
Appraisemel!t Docket Vol., .......... ii ... 3..~ ........................ ..
Page, .. /..£.=l ................... No. -~~.ti.-:-g~ .. /.3( {
Filed in Register's Office, 0.~:t;QP..~:r. .... ?Q, .... .19.6.9 .. ..
Amount of tar due, $ .................................................................... .
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DEPARTMENT OF REVENUE
Received,
Era.mined and Approved, -~~
Wrote abo.ut Appra-isement,
Appeal fMm Appraisement,
I (':
Entered and charged,
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