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HomeMy WebLinkAboutOC1968-1517 - ESTATE OF DONAHEY.-- RCC-BI (2-64) COMMONWEALTH OF PENNSYl::VANIA- DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INH~RITANCE TAX DIVISION IN YOUR REPLY PLEA8£ REFER TO .37-164-9 NOTICE OF FILING OF APPRAISEMENT / .rffiNA E.DONAHEY Informant In Re:Estate 0 f --1E.:&JI....!I.....ZwA~B.lJE....i TuHu..'--1PuE....ffi..IolC.L.Y........lX)~N.ll..!A:YHEYwI:!<!>..-_ ____--!..!W~AS::::.;H~IN=G.=.TO~N~_.....,._--County -File No.63-68-1517 Dear Miss Donahey: You are hereby notified that the original appraisement in the estate of Elizabeth Percy Donahey has been filed in the office of the Register of Wills qf Washington County on Noyember 27 ,1968.Said appraisement r~flects the following valuations: Real Estate ~__.l.I6~,..,I.5,lJ;Q.w.Q.....Qlo(;Q~_ Jt.Held ~__---=l=1:.L.7.w:3~3...:.;.4=3=----_Transfers _ Total --....l.1ol.8"..,2=.3,J,.3.1..l.Ll::41:..o3L.-- As to such ~ax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any ~ax that, remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ...JNIJIjQ",,-VlLem~b",,-eS<.rL.....J2s..7J4..'~1~9.l.:;6~8!=!......_Signed~d:t 12 ~ Title W.R.CHANEY,CH PPRISER DATE OF DEATH:August 1,1968 Note:This is not a bill. --_.._--------------------Ir\"~C-39 (6-67)"----__I ':Oi'lMONWe-ALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ---...... DONAHEY,ELIZABETH PERCY FILE #63-68-1517 August 1,1968 SUM'MARY .J I!the undersigned #63 Washington FILE #63-68-1517 the real and personal opposite each item in flEPOHT OF INHERITANCE TAX A..PPRAISEH duly appointed Inheritance Tax Appraiser in and for the County of ,Pennsylvania,do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A","B","C"and "E". Dated:11~27-68 08-01-68 ~...L.L.:.......~~~~"q/£>APPRAIS~~ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do r"'speetfully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction,~-.~""'L_~A Dated:11-27-68 ~U/e.--~v REGIST[R OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $6,500.00._$6,500.00 *_INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LE~~Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE _.....1.-.1..;Lll..4.3.._ 6,500.00._ 1,421.80:= 5,078.20.__ 11,733·43 6.500.00 1 1421.80 .- 5,078.20 ======:= Valuation of life estates or annuities ...•...•$526.96 ESTATE T~X ASSESS~ffiNTS ~------ /I $------- $-------- *------- $------- $------- $ '21.6rr;:ife Estate 704.00 Jt:-He1d (':')As.evidenced by Chari table Exemption Certificates issued by the Secretary of Revenu.e. CO~WUTATION OF TAX TOTAL TAX BALANCE PAID TOTAL TAX $_ Less tax previously paid $============,:== BALANCE $------,Less fl%of tax if paid within 3'months after death *=====1= BALANCE OF INHERITANCE TAX DUE Add interest at rate of 8%from to AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $_ ,BALANCE DUE Add interest at rate of 6%from to _ FOR USE OF REGISTER ONLY Tl;lx on $._-fl%*'T~x on $~~526.96 •I Tax on <l'$','·, Tax on $11,733.43 ·,$ Exemptions (':')._-Total Estate 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. AWdill . .tr ti l No ..mIniS a on ~ IN THE Year ·...... MATTER OF THE APPRAISEMENT OF THE ESTATE OF IaK.ELIZABETH PERCY DONAHEY.............. Deceased Late of ....W.BROWNSVILlE......................................................... County of .WM.Ii:rI'P'l'QW . Commonwealth of Pennsylvania REPORT AND APPRAISAL f J J DEPAtRTMENTOF REVENUE....... BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APP.RAISEMENT DATE ~9.y.~:t?~.:r::?.7..!.~.~§.?.. COUNTY ~~.l:l.~.~9..~. FILE NO•...............§..?=.§.?=~.?..~.7 . Whereas..Elizabeth P..er.cy.Do~ab~y late of :..w.~.r..9.~~.Y;;.gE?. in the County of Wa.~h.;j,n.gt.9.n Commonwealth of Pennsylvania.having died on the J,~t.day of A~~~19.A?...•seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I.. ::.:w.,..R..,c.l'@n~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 Allet RElETY: Life Estate in Real Estate located at 619 Railroad St.,W.Brownsville. JT.HELD: Jt.Held with Jean E.Donahey Jt Held with T.14.Donahev Jt.Held with T.Rob ert Donahey Jt.Held with Nancy Lynn Donahey Jt.Held with Thmmas K.Donahey 6,500.00 6,732.02 500.76 467.36 11 .711.l...1 Total Unit Values $ AppraisementMadeforInheritance Tax Purpoles 6,500 00 18,233 43 ...., ;~.~ ,;~:~ WASHINGTON County.......................................... RESIDENT INHERITANCE.TAX APPRAISEMENT Estate of ELIZABETH PERCY DONAHEY.................................................................................................................... Deceased. Lat.e of W.BROWNSVILLE.............................................................................................................................. Date of Death,~.~.~.~.t..J-'+.99.?. Appraiseme/!t Docket Vol.,J.7.. Page,~.~4.:'.9.No..9.J.::.9.~+.5.J.7 . Filed in Register's Office,.~<:>y..~.~.~.~....~.?'19...?.?.. Anwunlof tax due,$....................................................................<.. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,. Wrote abo.lIt Appraisement, Appeal f,.om Appraisement,. Entered and charged,. ,. •t1 ft j COUNTY ..Y~.~.~.!.~~.~.~.~.. FILE NO ~.~.:..~.~.:..~.~.~.?.. ,..Dfi:PMtTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.I 7127 COMMONWEALTH OF PENNSYLVANIAa. RESIDENT INHERITANCE TAX APpaAISEMENT DATE }-13-69 Whereas,~.~.~.?;A.~~.~.~~.~.~.9.X .P.9.N~.~¥..late of m;.s..T.a..RQIDiSYI.LLE . in the County of ~~.~~.!.~~.T9..~Commonwealth of Pennsylvania,having died on the J..~.t.day of Aq.I:Y.~.t 19 6.t:3seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; .Therefore,I,~~.~~.~~.~~.~~.~.~!.,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. Description of Asset LIFE ESTATE APPRAISEMENT Unit Values $ Apprel.ement Made for InheritanceTaxPurpoles REAL PROPERTY D &'D CLEAR VALUE Age of Decedent $6,500.00 1.421.80 5,078.20 88 years old Factor .10377 $5,078.20 x .10377 =$526.96 x 6%=31.62 Tax du Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- fonnity with law on this J.3th day of_~~~~~~~:~~4;~~= ..................................WA§B!.NG.r9.N~,.~~~W~NA.~..........~.?~.Q~PeJailX (Feat Ofllee) .................wf?!..~HJN.G'I.'.QN..County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ELIXABETH PERCY DONAHEY Deceased. Late of WEST BROWNSVILLE Date of Death,A~,g.~.~.~!.J 1.:.~.~.~. Appraisemel!t Docket Vol.37,. Page,164.:::.9 No 6.3.:::.6.8.::::1.5.1.7 Filed in Register's Office,J.an 13 19 .69 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appraisement, Appeal f,.om Appraisement,. Entered and charged,. .. ... 'j f "..J Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYlVANIA~t\ DEPARTMENT OF REVENUE ~ BUREAU OF CO'UNTY COLLECTIONS COUNTY OF WASHINGTO'N.. 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 hy the Secretary of Revenue.(Section 703 of .1!he Ini)~rit!lnce_an~.E.st!l-te Tax J\ct of lQ!il.) and sayS ----t;L~;;~~~;,;~~ig~i~~~;¥------}~ Late of ,W.a.shmgt.on....................................................................County INF0 RMANT State of .P.enns.~l:v.:.ania :.}ss: County of ..W.aShIngtOn . .................................................JEAN.E.•....D.ONAHE.Y ~::..DA:.·(/.tSlj.X~ of the estate of the above-named decedent being duly sworn,deposeS~~K Informant DecedentdJed (f~.th.)<i';;.;.j ,19t~~·····,{~::::::~~eaVing a last will,copy of which is hereto attached.} Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. .Peac..Qck,..Keller&....Yohe.,6..8..:::..1..Q.Eagt....Beau..s..tr..e.et"...... Washington,Penns.ylvania.L53.0'1..,. That as such J..ean..E....D.onaheydt!ponent is familiar with the affairs of said estate and the property con-~~HiKtOOiKIKlKrXUiC){-lnforrnant stituting the assets thereof and their fair market value.. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO.DEC~DENT Gallatin -..T .1 Bank Eli '7!>ho+h P Don::lhp.v ::lnn '.- Brownsyille,Pennsylvania .rp.::ln F.nnn!:\.hp.v . . = 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 fullv and in"detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto a~d 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~iinall other cases;all bonds,postal saVings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortga.t;tes held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which deced~nt died possessed,of whatsoever nature,With interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance policies carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent ~t 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 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 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 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,or jointly with another,or any power of appoint- ment ve~ted'iJide'cedent,either individually or -jointly,by the Will,deed,or other instrument of another,<< with a copy of the instrument creating s~c~power attach~d to the schedule. That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time 0:dl'!cedent'sdeath,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''es[t~t'e and the date ~f acquisitio~of pe~sonalty,pIus the name,address andrelati_(mship,~if any, c _.1.~,of 'co'""owners to the deceden£. 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 accru~d 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 forward and properly registered in the Summary. .• Subscribed and sworn to before me this J.§.t... ................................................q:.........ay of Q.G.bQb.e.:r.~19.6JL ..~~.. j.........l .......~Mary Jane Smith,Notary Public Washington,Washington County,Pa. My Commission Expires February 28,1969 f!.~~J:io;:m-a;;t- ....t./j..£~.((Y,;~~~_.. tyjL.I1~~:;,.:.:1!b..fi..../.~!.~!/..7..... (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. v..,. RCC-34 (1-64). COMMONWEALTH OF PENNSYLVANIA DEPARTMlENT OF REVENUE- BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT' -.. SCHEDULE uA" ~AL PROPERTY * R .., Real property in PennsyIvania,wi th statement"of mortgage encumbrances upon each parcel at death of dece- dent.Where property heid as joint tenarit or tenancy by entireties,report on Schedule "E".Property held by the .de.cedent·as tenant in common with another or others,should .be identified as to quantum of interest and the estimated value should be that of the'decedent's interest only. The real property located In the Commol'lwealth of Pennsylvania should be described by lot and block number,street and street number,together wi th 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 encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be llste'd on Schedule IIF"and must not be deducted.from this schedule. (1)(2)(3)I DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write DEATH-In this spoce) I ' I Insert this total opposite Ureal property",Schedule uA"in the XXXXX liAs Reported"column on the last page of this return. RCC-3q COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE '"13" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose ~ll tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent Jointly with anotner 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 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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKEl'VALUE (Do not write in this space) NONE I ! Insert this total opposite "Personal Property",Schedule "B"in X X the "As Repo.rted"column on the last page of this return. I~" RCC-3D' COM!lfON'mALTH OF PENNSYLVANIA Tfu~NS1~R INHERITANCE TAX ~~~IDENT DECEDENT SCHEDULE "e" TRANSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)~~~O~_ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in Joint ownership?(Answer yes or no)~o (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's heal th at time of m'aking 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)~rq~O~_ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?_ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)__-=~-,-O><-__ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)~O (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or 0 thers _ (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)No (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subJect to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)__~~~O~_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)_ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM ~O~E 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. CCM~h)NWFI\LTH 0F }'ENNSYLVi\NIA n\\\~FFH T1\HF1UTANCE TAX nF~IlWi\T nECEDENT SCHEDULE "E" JOINT.LY OWNED PROPERTY nSTRrCTIO~S:This scherlule must disclose all property,real and personal,owned by the decedent ,jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated tUlder 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-owners to the decedent. Description of Property,Date of Acquisition,N~mel unit Address and Relationship of Co-Owners,and Place 1 Value of Record of Instrument,where Real Estate.! SEE SCHEDULE ATTACHED. percentage Share Estate Valuation 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. II NOTE:TO BE SUBMITTED IN TRIPLICATE -'.. .i:\-~.".. RCC-43 (5-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG / Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harri sburg,Pennsy Ivan ia Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING First National Bank 1n Wll8h1ngton FINANCIAL INSTITUTION ~BrL!O~w~,v!..:!ill::!l:l!tle~or::!:.lru1~cJiE.8 _ ADDRESS :Browsville,Pennsylvania ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT__-..:99~J4L--_ NAMES ON ACCOUNTORINVESTMENT EUzabeth Donahey or Jean 1:.Donahq DECEASED JOINT DEPOSITOR,~ TRUSTEE OR INVESTOR Eli_z_&_be_t_h_Do_n_&h81---:...__v _ ADDRESS __--.;6;;.;;;:1.9....;Ri=.;.v..::.;or::.....,.=st;.::,r:...;o::.,:8:.;:t;L•....;W.:.::e:.::st..:.....:::B~ro.:.lm=svi:.:.=1l=8:.z.,....:p~a.~._ DATE OF DEATH August 1,1968 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Jean E.Donahey------..,;----=:--._-------- ADDRESS 619 River Street.»est Brownsville.Pa. RELATIONSHIP TO DECEDENT D_ough...=-t_er _ DATE DEPOSIT OR INVESTMENTWASESTABLISHED J_un_e_18....::,~1964;......:._ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $~1,~7..=:61=.::.:.:::r:46=___ t/bJ./y 7JJc:r;U¥!M.!!Dat.Casbie:;;- Signature TITLE ", SCHEDULE "E". JOINTLY OWNED PROPERTY s LU-Description of Property,Date of Acquisi-Unit Per-Estate DEPARTMENT OF VA tion,Name,Address and Relationship of .Value cent-Valuation ATION CAUTION -Do Co-Owners,and Place of R~cord of In-Share not write in this space strument,where Real Estate Value of Value of Xxxxxxxxxxxx x xxxxxxx xxxx x xxxxx xxxxx xxxxx Entire Decedent' xxxxxxxxxxxxxxxxxxXXXXXXXXX x xxxx xxxxx x x x Property Interest Property held jointly with right of sur- vivorship by Elizabeth P.Donahey,West Brownsville,Pa.and Jean E.Donahey, of Brownsville,Pa. SERIES E BONDS / May,1958 C 4001-344-181 E 108.48 50%54.24 <;f( May,"1958 C 4001-344-182 E 108.48 50%54.24 G« Apr.,1958 C 4001-344-179 E 108.48 50%54.24 6(<' Apr.,1958 C 4001-344-180 E 108.48 50%54.2<:1:6{( Feb.,1958 C 4001-344-177 E 110.72 50%55.36 G« Feb.,1958'C 4001-344-178 E 110.72 50%55.36 61< Jan.,1958 C 4001-344-175 E 110.72 50%55.36 6(( Jan.,1958 C 4001-344-176 E 110.72 50%55.36 o-t:: Sept.,1957 C 4001-344-146 E 112.52 50%56.26 ul< Sept.,1957 C 4001-344-145 E 112.52 50%56.26 IJI< Sept.,1957 C 4001-344-144 E 112.52 50%56.26 oK Feb.,1957 C 4001-344-143 E 114.56 50%57.28 cl- Feb.,1957 C 4001-344-142 E 114.56 50%57.28 oK.. Feb.,1957 C 4001-344-141 E 114.56 50%57.28 vK. Feb.,1957 C 4001-344-140 E 114.56 50%57.28 0/C Feb.,195'1 C 4001-344-139 E 114.56 .-50%57.28 Je June,1956 C 4001-344-137 E 114.48 50%57.24 01< June,1956 C 4001-344-136 E 114.48 50%57.24 ul( June,1945.C 4001-344-130 E 155.48 50%77.74 ok July,1945-C 4001-344-131 E 155.48 50%77.74 cd May,1945.C 4001-344-129 E 154.96 50%77.48 ~K Apr.,1945'C 4001-344-128 E 154.96 50%77.48 of Oct.,1953 C 4001-344-136 E 122.24 50%61.12 or. SERIES H BONDS - Aug.,1964 M9-256-130H 1,000.50%500.00 0-<Aug.,1964 D7-678-730H 500.50%250.00 July,1964 D7-667-746H 500.50%250.00 July,1964 M9-255-013H 1,000.50%500.00 July,1964 M9-254-952H 1,000.50%500.00 Bank Account -First National Bank of ~,Washington,Brownsville Office 1,761.4 50%880.73 Savings Account -Gallatin National Bank I~Brownsville Office DP(JNtItJ-7_17~'1../2,970.12 50%1485.06 Checking Account -Gallatin NatioJlal Bank Brownsville Office Of'PN';/)~t3~~k..tBgl1Jll..c 657.68 50%328.84 ..~I)J11;t) J 1bOneshareMadisonFund#NM 20.7626 y,., 0 b 26.8f 50%~!(13.44 #./78.2(50%391.00 oleTensharesWestPennPowerPO1~256 Seven shares Pennsylvania Railroad /"72.3~50%253.33 (jj( G28 506 .3,732.02 /(.;J~# ". SCHEDULE "E" JOINTLY OWNED PROPERTY s LU· Cl ."Description of Property,Date of Acquisi-Unit Per-Estate DEPARTMENT OF VA tion,Name,Address and Relationship of·Value cent-Valuatio IlATION CAUTION -Do Co-Owners and Place of Record of Instru-Share not write in this space ment;where Real Estate Value of Value of XXXXXXXXXXXXXXXXXXXXXXXXXXXXXY.XXXXX2 XXXXXJ<XXXXx}Entire Decedent' XXXXXXXxx--xXXXXXXXXXXXXXXXXXXx x x XXX:XXXXX:XXXXX:Property Interest Property held jointly with right of'survivor ship ·by Elizabeth P.'Donahey,West Brownsville,Pa.and T.'M.Donahey of Philadelphia,Pa. SERIES E BONDS / Nov.,1944 C 4001-344-151 E 157.48 50%78.74 ~K Dec.,1944 C 4001-344-152 E 158.00 50%79.00 pf Feb.,1945,C 4001-344-153 E 158.00 50%79.00 6K Ma:J;'cq 1945 C 4001-344-154 E 154.96 50%77.48 0« Marcq 1945'C 4001-344-427 E 154.96 50%77.48 61( June,1958"C 4001-344-188 E 108.96 50%54.48 oK June,1958 C 4001-344-189 E 108.96 50%54.48 61G Nov.,1958.C 4001-344-190 E 106.72 50%53.36 o~ Nov.,1958 C 4001-344-191 E 106.72 50%53.36 oK Jan.,1959 C 4001-344-192 E 107.20 50%53.60 0/( Jan.,1959 C 4001-344-193 E 107.20 50%53.60 0/( Nov.,1959 C 4001-344-194 E 104.72 50%52.36 oK Nov.,1959 C 4001-344-195 E 104.72 50%52.36 oK Jan.,1960 C 4001-344-200 E 102.80 50%51.40 .oK Jan.,1960 C 4001-344-199 E 102.80 50%51.40 61G Jan.,1960 C 4001-344-198 E 102.80 50%51."40 \)/C Jan.,1960 C 4001-344-197 E 102,.80 50%51.40 bl(Jan.,1960 C 4001-344~196 E 102.80 50%51.40 Feb.,196 ()C 4001-344-202 E 102.80 50%51.40 oK Feb.,1960 C 4001-344-201 E 102.80 50%51.40 oIL Marcq 1960 C 4001-344-203 E 102.80 50%51.40 ()!( Marcq 1960 C 4001-344-204 E 102.80 50%51.40 u\( SERIES H BONDS July,1,964 M9 254 953H 1,000.50%500.'00 {}f(.July,1964 M9 255 014H 1,000.50%500.00 July,1964 M9 256 134H 1,000.50%500.00 Seven shares #G 28 505 /'~FPennsylvaniaRailroad72.38 500/0 253.33 One share Madison Fund Inc.NM 20 7627 t/26.8~50%13.44 6(( 0 .B,048.67 31 6 5!l Property held jointly with right of survivor- ship by Elizabeth P.Donahey,West Brownsville,Pa.'and T.Robert Donahey of Philadelphia,Pa. SERIES E BONDS -;~. May,1960 C 4001-344-171 E 102.80 50%51.40 uK May,1960 C 4001-344-170 E 102"80 50%51.40 01<Jan.,1961 C 4001-344-172 E 99.88 50%49.94 D/( Apr.,1961 C 4001-344-173 E 97.64 50%48.82 oK- Apr.,1961 C 4001-344-174 E 97.64 50%48.82 0/<" ~250.38 ;J:&6;!SDo·1lo S-oo.~ f" , I SCHEDULE "E". JOINTLY OWNED PROPERTY s t LU 66 Description of Property,'Date of Acquisi-Unit Per-Estate'DEPARTMENT OF VA tion,Name,Address and Relationship of-Value cent-ValmtionlI'ION CAUTION -Do Co-Owners and Plac~ofR~c9rd of Instru-Share not write in this space ment,where Real Estate Value of Value of XXXXXXXXXXXXXXXXXXXXXXXXXXXXX 'lo.XXXXX Q(XXXX)XXXXX Entire Decedent' XXXXXXXXXXXXX)Q(XXXXXXXXXXXXXX CXXXXX Q(XXXX)XXX)Q('Property Interes Property held jointly with right of survivor- ship by Elizabeth P.'Donahey,'West Brownsville,Pa.'and Nancy Lynn Donahey of Philadelphia,.Pa.,...,. SERIES E BONDS -7~f 0'tApr.,1961 C 4001-344-183 E 97.64 50%48.82 Aug."1961 C 4001-344-184 E 97.84 50%~'48.92 'b/'{'" Aug.,1961 C 4001-344~185 E 97.84 50%48.92 0.1<" Sept.,1961 C 4001-344-186 E 95.64 50%47.82 (9)< Sept."1961 C 4001-344-18J E 95.64 50%47.82 0K ~~,~O 242.30 flf iPropertyheldjointlywithrightofsurvivor- ship by Elizabeth P.Donahey,'West Brownsville,Pa.and Thomas K.Donahey of ~hiladelphia,Pa. SERIES E BONDS ~~J Jan~,1962 C 4001-344-165 E 95.80 50%47.90 61( Jan~,1962 C 4001-344-166 E 95.•80 50%,47.90 biZ F Ei:1.',1963 C 4001-344-167 E 91.92 50%45.96 biZ Feb.,1963 C 4001-344-168 E 91.•92 50%45.96 61( Fe1:>."1963 C 4001-344-169 E 91.92 50%45.96 ole ,,~233,.68 ,ProRerty held jointly with right of survivor ~~l3~/&7shipbyElizabethP.Donahey,West Brownsville,Pa.'a~d TracY,M.Donahey of Philadelphia,Pa.,- r SERIES H BONDS " July,1964':'D 7 667 747 H 500.00 50%250.'0 )of(Aug.,1964 D 7 678 731 H 500.00 50%250~'O( 500.0(SOo. .- ;1 TOTAL 11007.05 /1;73 3. o ..,.,. .RCC-37 ('12-63)('O~n;ON\~EALTH OF PENNSYYLAf'~IA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDDLE "D" BENEFICIARIES ( h 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 NONR . - Deponent further says that all the above-named beneficiaries are living at this time except below: .~.,~. NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF REPORT AND APPRAISAL ~IATTER OF THE APPRAISEMENT (Executor·Administrator_....must complete "As II .."Reported"column #1.) ():~~"'tl ::c...:...('I>('I>0 ·~...E.:~~tiltil0til:~(b'::l "'tl~a....~il\;;l 0x~"'tl?6~0'"~....... ~0 ~'0 t%1 ('I>......til '<...~..('I> enc:~ ~:>· . . .:tlS;.....~;.....><:·W W W~?'"?'"?'" :~n ~~:~....; Year Dl THE !No . .......Wa.shington....... . ...E.::[A?;AJ3.~r.:s.:.P.ER.CY.DQNAHEY. Deceased Late of B.rownsv.ille..... Commonwealth of Pennsylvania County of Will Administration ~~-fn~~~ :>til ::c('1>- "0-0-...(i)c... i :J-....,.j t':r "I>/', •V I.;} Gj.~II .' 'f I!F --=!. '..~t... ~~-fn~~~......'~.~:~,,:::> '-::~:r. ~::"-.:s:~O:~::(t .--.:~::Crj2'I.;) :\A\::~::03- :Q5'II .'~:.~:.r.c...:~:()- \};j::a II " Form RI;C·10 J DEDUCTIONS ALLOWED IN OFFICE OF THE REGISTER OF WILLS OF Washington COUNTY COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF $~:..~l l:'~. DATE APPROVED ..//..~c?25.:?jlUlae~?t~"et1JV ' Register of Wills,Agent ESTATE OF Elizabeth Percy Donahey LATE OF West Browosv;ll e)Pa. DATE OF FILING APPRAISEMENT ,£,--0/z-.&/OATS OF DEATH _A.....lJ<48'J;;u..;]s;;L.tIo......L,1•..__1L",,;9;u6.L1S"'--------- DATE NO.OF NAM"OF PAYEE REMARKS AMOUNTVOUCHSOR 8/10 1968 Crawfords Funeral Home ~11 Bill I~1 LlO 'J I':!o A /1()11Q~A nr H T Wilt -•,nle:!"Rill 1011=;('1 TOTAL $1,421 80 Note· 'rhp!=:e hill!=:were n::l i rl hv t'Ie ,'aoerl ::Iorl rrerlit th""....""_ fore is claimed bv the undersilJ'nE d ap'ainst her inheritance taY obligation no oersonal renresen ative havinp'allalifien for the above estate and no estate oroceE dings having been filed - COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON I,Jean E.Donahey HEREBY CERTIFY.THAT.TO THE BEaT OF lL.S.) I\olY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF Elizabeth PercyDonahey DECEASED.AS DEDUCTIONliI FOR INHERITANCE TAX PURPOSES.a )C'Q ~"- SWORN AND SUBSCRIBED BEFORE ME THIS 1st DAY ~,o'1 c;"~7 . (·.....,-;YY.~""L....>=o~~t.!<,.>,d;!.b!-~b7c;-===.==-:::...,7F-h:..:..-..........--..<-=Djj~-J,"'-"'~I--~1:t".L:A..d44-L-'_ Mary Jane Smith,Notary Public Washington,Washington County,Pa. My Commission Expires F~bruary 28,1969 51 Form RCC-4-RI-3-66 ~ll COMMONWEALTH OF PENNSYLVANIA IlESIDENT DECEDENTS 979155 OFFICIAL RECEIPT 63-6e-151 No.Transfer Inheritance and Estate Tax File No ..CUl\er 9 19~Date VASHIIiIOTOlf Office REGISTER OF WILLS,Pa. W'SRIJ(OTOM County,ss:Received from Jean B.Donahey.'.TiDa Oft tit.I.tate (~Jlmm~~fthe estate of SLIU.'I1I ..acy lO...t who died AUpS1:1,19---.!~thesum of 7H1RTY-O~~and 62/100 -------Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Tax on $5%$ Date $Valu'i°:SOO.•OO11-27-61 Tax on $10%$526.91 61 zlX$31.62 $Tax on $ Total $'.500.00 Tax on $15%$ Personal Property Exemptions *$ Date Valuation $ Total Estate $31.62 $Total Tax $ Total $Less Tax Previously Paid (if any)$ Total Gross Assets $I,SOO.Of)Balance $ Less Debts and Expenses of 1,421.80 Less five per centum of taxif paid Administration $within 3 months after date of death $ Clear Vclue of Estate $5,078.28 Amount of Estate Tax Assessed under Valuation at wfeEstcts or Annuities the Act of May 7,1927.$ Date .UI_1.'I 19__$526.91 .1 ,.ra.olel.r&C~.l".1031~!-Add interest at the rate of % $from Estate Tax Assessments $to Date 19__$31.62Total$19__$*As evidenced by Charitable Exemption Certificates issued by the Secretary of NOTE:In accepting the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended the life tenant or tenant for r,ears,as evidenced by this receipt,it is understood that the Com-by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302.monwealth shall not be prec uded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditional SE;g.tax may be legally due and collectible for any reason whatsoever. 1fOOD~[LD©£1f[37-164-9 ~.~/~'{~~£/'.I"':.'.U /z IO.z.t14<kt NOTE:This Triplicate Receipt to be retained by the Regiater of Wills and filed in numerical "~"Register 0 ills ....quence lor audit purposes.IIOORE BUSINESS 'ORIIS,INC.,ELMIRA,H.Y. Jl FORM RCC-4-Rl TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 31 Page 154 Jjne 9 Estate of ELIZABETH FEnct DONAHBY OFFICE OF REGISTER OF WILLS ti'ASIlINGTON t Pa. Date De~c=tber 9 19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 RUSSEI.L ~!ARINO Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills all duplicate re-ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlement of the estate.In no event shall the executor or adminis- trator be entitled to a credit in his account by the Register unless the receipt is so signed and sealed by the Register of Wills." Fill in below name and address of person to whom tax receipt is delivered: I I To AT'tYS.PEACOCK,K£LLER {I YORE 1C EA~r BEAU S'fR,EE!' WASHU,OTON t PENNSYl.VAlUA 15301 L ~ I,II; Form RCC-4-RI-3-66 No.979156 ~9 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax IlESIDENT DECEDENTS File No 63-Cl9 1511 Date Tlece-~'~,:,:r y.19~5 Office REGISTER OF WILLS,j,iIi.:)-1 j NGTON Pa. ','.v.,n:.\;G'rOX County,ss:Receivedfrom Then..."K,fttlo.;.hey,Payiilg on Ind.I,1a11. (mJi)lOfiAawhise&~'OU~'lfthe estate of 1<;1,1'\it,;;..!"'Ir.~i -:y DONA !,gy who died A)l:2'~'-1 t ,19--li.:.~the sum of TWE'I:TY-~Ie',...and 04/100 - - - - -...- -Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax NOTE:In accepting the transfer inheritance taz 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 herealter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltCXl<may be legally due and collectible for any reason whatsoever. LJOOD [JJ[LD ©£LJ[E NOTE:This Triplicate Receipt to be retamed by Ibe Register~7w}.6;:!r2ed in numerical sequence for audit purposes. $======== Tax on $_ IIOORE BUSINESS FORMS,IHC.,ELMIRA,H.T. Register-01 Wills Total $28 ..'j·t *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 II,1957,and Act No.207,1961,Section 302. SEAL )"...I. I'I "/-;"jI/1"_..J ,1-I -;.r./.J!{:':c"!'/.'6} Total Tax $28•04 Less Tax Previously Paid (if any)$=========== Exemptions *$============::::; Balance $_ 5%$_ Tax on $10%$-------- Tax on $467.313 6%~}$28 •04 Tax on $15%$-------- Amount of Estate Tax Assessed under the Act of May 7,1927,$_ Less five per centum of taxif paid within 3 months after date of death $============ Total Estate $_ Add interest at the rate of % from _ to _ $,------ $,------ $ $467.3S $ VCiIuation Valuation $,------ $,------ Total $46'7.36 $,------ Total Jt.Held Date Date Real Estate Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date 19__$'--_ ________19__~$============= Estate Tax Assessments Date 19__$_ ________19__~$============= Personal Property FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT v 31 164 Docket xsa Po 9geUne--- ELIZ,\v'"TH PERCY DO~fiEYEstateofl-_ OFFICE OF REGISTER OF WILLS t-i:\S1.INGTON,____________Pa. Date Dccel!l.bcr 9 19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9,1929.P.L.343 AS AMENDED BY ACT MAY 15.1945,P.L.528 RUSSELL HARIHO Register of Wills 1201 (g),Act of April 9.1929.P.L.343.as amended,viz:-"To receive froID Registers of Wills all duplicate re-ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the money with the amount receipted for.The original of each such receipt shall be signed and sealed by the Register of Wills and transmitted to the executor or administrator. whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbylbeRegisterofWills." Fill in below name and address of person to whom tax receipt is delivered: I ...',.r1\V"~~)F,,,r.Ot~K,KELLER fJ l!ORE 70 t!.::>T nEAn STRt:LT To ..........__••.... I L WASHINGTON.PENNSYLVANIA 15301 -l RESIDENT DECEDENTS File No 63-33-1511 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax ~aFormRCC-4-RI-3-66 No.979157 Dme noce~ber 9 19 59 W!SHINCT ~':pOfficeREGISTEROFwn.LS.a. t~,~~;aI~'CTON County,ss:Received from Nancy Lynn I\mahey.Paying on Ind.Liab. JC.aaeiftl ~ol~~fthe estme of ELI7..\ID'!:"\H PERCY DONAHEY who died ,\UqJ3t 1 19~the sum of 1·;"iEN,l~'-fG;r.A;;r.r,~/l00 - - _ _..Dollars,d I , being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed NOTE:This Triplicate Receipt to be retained by lb.Register of Wills and filed in numericed sequence for audit purposes. NOTE:In accepting the transfer inheritance tax on future estates prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com- monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionallaxmaybelegallydueandcollectibleforanyreasonwhatsoever. Estme Tax Assessments Dme 19__$_ ________19__$~============= ,Reilisler of Wills IIOORE BUSINESS fORM',INC.,ELMIRA,H.Y. Total $_ *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 amended by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302. ;E,J ,,',('#-/r 'i.t ~?,,;j Computmion of Tax Tax on $5%$ Tax on $10%$ Tax on $4Q4.60 6%~%$29.08 Tax on $15%$ Exemptions *$ Total Estate $ 29,,08 Total Tax $ Less Tax Previously Paid (if any)$ Balance $ Less five per centum of tax ifpaid within 3 months after date of death $ Amount of Estate Tax Assessedunder the Act of May 7,1927.$ Add interest at the rate of % from to $29.0j 37-164-9 $.484.60 $ $. $. $. $. Valuation $------ $------ Total $,_ lJOOD [P)[LD ©IA\lJ[ .l't ._D~l (~$484 ,60 $,------- Total Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estme Valumion of Life Estmes or Annuities Dme 19__ _________19__ Real Estme Date Personal Property Date Valuation FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 37 Page lr..A.9~ne _ ELIZABETH PERCY DOltlHIYEstateOL.f _ OFFICE OF REGISTER OF WILLS t;iASm::~OTON____________Pa. Date D_e_c_e.:....·.:.:"be=-=..:r=--_9:..!..t 6819__ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9,1929,P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 RUSSl';tL J(ARINO Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills all duplicate re-ceipts for taxes paid to them by executors or adminis- tratorS and to charge the Registers receiving the money with the amount receipted for.The original of each such receipt shall be signed and sealed by the Register of Wills and transmitted to the executor or administrator.whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills:' Fill in below name and address of person to whom tax receipt is delivered: I "..rTf'S.PEACOCK.KELLER &yonl 10 E!s'r BE1U STREET To _ I L WASlfllfOfON t PlNNSYLVANU 15301 -' Form RCC-4-Rl-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA JlESIDENT DECEDENTS 979158 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No 63-!e-1517 Date fe.Ceillber S,19 C£~'.\SPJ y;oTON Office REGISTER OF WILlS.Pa. \',\S'.n:nfOl\County,ss:Received from 'f.Poi--ert ~onahey,r'&ying Oll Ind.Liab. Dftj&)K}\:dID~1JitlGUd[~)of the estate of ELIZAIlfTl!~E!tCY n(\lfAHEY who died :l\:,....~st 1 19~,the sum of TRL~T~'H,d 05/100 ------....---Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Tax on $5%$ Date Valuation $Tax on $~$500.16 6~30.05 $Tax on $2 0 $ Total $Tax on $15%$ Personal Property Exemptions *$ Date Valuation Jt.Held $500.76 Total Estate $36.08 $Total Tax $ Total $500.76 Less Tax Previously Paid (if any)$ Total Gross Assets $Balance $ Less Debts and Expenses of Less five per centum of tax if paid Administration $within 3 months after date of death $ Clear Value of Estate $Amount of Estate Tax Assessed under Valuation of Life Estates or Annuities the Act of May 7,1927.$ Date 19__$Add interest at the rate of %19__$from Estate Tax Assessments to $ Date 19__$::t1 •~5 Total $19__$*As evidenced by Charitable Exemption Certificates issued by the Secretary of NOTE:In accepting the transfer inheritance ta:z on future estates prior to the death of Revenue under Act of May 28,1956,P.1.1757,effective June I,1957,as amended the hfe tenant or tenant for tears,as evidenced by this receipt,it is understood that the Com-by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302.monwealth shall not be prec uded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditional SEA L"\tax may be legally due and collectible for any reason whatsoever./../IJOOD [P)[LD ©£IJ[E ,.//. 37-1(4-9 /I (,.<~(.1 "/.~j)",""",/;'/I--~ NOTE:This Triplicate Receipt to be retained by the Jleqiater 01 Wills and tiled in numerical Register of Wills sequence lor audit purposes.IIOORE BUSINESS FORIIS,INC..ELMIRA,N.Y. J FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT 37Docket Page 161 in,=,-e_9__ !LIZABETH PERCY DONAHEYEstateoLf_ OFFICE OF REGISTER OF WILLS ~fA~iHINOTOH____________Pa. Date l'eccl1ber 9 19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 ltUSSELt MAR rNO Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended. viz:-'"To receive from Registers of Wills all duplicate re-ceipts for taxes paid to them by executors or adminis· trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlement of the estate.In no event shall the executor or adminis- trator be entitled to a credit in his account by the Register unless the receipt is so signed and sealed by the Register of Wills," Fill in below name and address of person to whom tax receipt is delivered, I I To ATTYS.PEACOCK,KELLER &YOKI 10 EAbT Bl::AU STREB}' WASHIfi'"CTON,PEJ.1NSYLVANIA 15301 L --l JlF3IDENT DECEDENTS FileNo 33-f,~_1.517 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax ~9FormRCC-4-RI-3-66 No,979159 ~~-j,J Ii Dat 'i·'·'(''''\~I'''C··f\""')e 'w I.:J 19_"'_ Office REGISTER OF WILLS,~:.\';'t!"{~I~~Pa, .:.'.l''0"'."\\..1 "1't ,,.~.:J."H:l ••LV.,County,ss:Received from 1 ••,.I'.:"i,\_'f~Y.Pa,l-tng on ~nu.!i~.b• ~~~ftheestateo F.LIZ',1;::T',rER~Y ~O"!AHLY ~'ll 'r-t"~1 L::~'I'\Ji""t"!'''''~:~'1"'.~I .......'d 92 100whodied.\L·.:).•,19\:'th f \d.Ic,,L..,;..:..",~14 an - - - - - -.__, e sum a Dollars bemg TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:' Appraisements Made and Filed Computation of Tax NOTE:This Triplicate Receipt to be retained by the Regiat.r of Wills and filed in num.ricedsequenceforauditpurpose•• NOTE:In accepting the transfer inheritance tax on future estates prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. Estate Tax Assessments Date 19__$,------_ ________19__~$========= L100D [P)[LD ©£1f[E 212.9~ $-------- $======= $-------- $======== $~t2.92 $-------- Tax on $_ IIOORE BUSINESS FORMS,IHC.,ELMIRA,N.Y. Register of Wills Total $_ *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.L.1757,effective June 1.1957,as amended by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302. SEA~/ I (-J •,"'"/'I ".,,,/, I :I ,4 "/'r /,"",~'.t [,.;'"v'I'JI, Amount of Estate Tax Assessed under the Act of May 7,1927. Less five per centum of taxif paid within 3 months after date of death Balance Less Tax Previously Paid (if any) Total Tax 5%$_ Tax on $10%$--------~548 C7 6~y'.?,~9~Tax on $J,.'~,."~"t $_......4>1 Tax on $15%$-------- Exemptions *$=============. Total Estate $_ Add interest at the rate of % from _ to _ 37-1(;4-9 $,------ $,------ $ $3,548.67 $ $,------ $. VCiIuation $,------ $,------ Total \1c:Uuation $3.54,0.67 $,------ Total Jt.Geld Date Real Estate Personal Property Date Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date 19__ _________19__ FORM RCC-4-Rl TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT 37 164 9 Docket Page I ine:_ ELIZABETH PERCY DONlHEYEstateo'Lf _ OFFICE OF REGISTER OF WILLS \~ASt lINGTON ,___________-.lPa. Date DeCCLibcr 9 19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 ROSSELL Y.ARINO Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended. viz:-"To receive from Registers of Wills all duplicate re- ceipts for taxes paid to them by executors or adminis- trators and to charge the Registers receiving the money with the amount receipted for.The original 01 each suchreceiptshallbesignedandsealedbytheRegister01Willsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills," Fill in below name and address of person to whom tax receipt is delivered: I AT!"7 _PEACOCK,KELLBl{&YOIiE 70 :'AST BEAU STREET To •• I L WASHINGTON,PEtrNSYLVANIA 1m! ~ I,1'/ JlESIDENT DECEDENTS File Ncf.3-6o-1S11 COMMONWEALTH OF PENNSYLVANIA~9FormRCC-4-RI-3-66 No.979160 D Bece.ber •68ate19_ OFFICIAL RECEIPT Transfer Inheritance and Estate Tax tlASIIINGTOJOfficeREGISTEROFWILLS,...Pa. WASHINOTOIi C ty R'd fr Jean I.Dona-hey.'..yinl on Ind.Llab.oun ,ss:ecelve om--------....=.......:::....----=---=-------Y.YYYYT'I'"..~Y"P"TYYy~'m'R ItTZAUTH PlftCY ~~~AClIhi'nisnuto~dr'VLi 'am of the estate O'1-f -----------~;__--------- who died AU&u.~1 19 68 ,the sum of rotm Ht!QREn THREI aDd 92/100 ...-..--Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax NOTE,This Triplicate Rec.ipt to be retained by the Register of Wills and filed in numerical88quenceforauditpurposes. NOTE:In accepting the transfer Inheritance tax on future estates prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additional tax may be legally due and collectible for any reason whatsoever, 403.'2 IIOORE BUSiNESS FORMS,INC.,ELMIRA,H.Y. Register of Wills Balance $_ Total Tax $_ Less Tax Previously Paid (if any)$=========== 4U').~~ Amount of Estate Tax Assessed under the Act of May 7,1927.$_ $====:::=:=::======403"92Total$_ *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.1.1757,effective June I,1957,as amended by Act No.381,approved July II,1957,and Act No.207,1961.Section 302. SEA'L)./.jfl-#J'~.?I//7/4~j;·v~t~5 Less five per centum of taxif paid within 3 months after date of death $============ Tax on $5%$ Tax on $10%$ Tax on $6,732.02 6_H $ Tax on $15%$ Exemptions *$ Total Estate $ Add interest at the rate of % from _ to _ 37-16-4-9 $,------ $------ $. $6,732.02 $ Vcluation $,------ $)------ Total lYTR1D [P)[LD@£1i[E Date Jt ..Held Valuation $6,732.02 $,------ Total Total Gross Assets Less Debts and Expenses of Administration Real Estate Date Personal Property Clear Value of Estate Valuation of Life Estates or Annuities D"ate 19__$------- ________19_~$============ Estate Tax Assessments Date 19__$------- ________19__~$============= FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT 931164DocketPageIine,_ ELIZABETH PlRct DOWIEY Estate oLf _ OFFICE OF REGISTER OF WILLS Wi.~ID:.:oTOlf r·ec ~ml)er 9 SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 RUS~Lt MAnI~O Register 01 Wills 1201 (g).Act of April 9.1929.P.L.343.as amended. viz:-"To receive Irom Registers 01 Wills all duplicate reoceiptslortaxespaidtothembyexecutorsoradminis. trators and to charge the Registers receiving the moneywiththeamountreceiptedlor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlement of the estate.In no event shall the executor or adminis- trator be entitled to a credit in his account by the Register unless the receipt is so signed and sealed bytheRegisterofWills." Fill in below name and address of person to whom tax receipt is delivered: IA1.tl.'i.PEACOCK,lBLLER &JOBI 10 Z;AST BEAu STili,..'tTo....._i I WA.~nNGTON)PiUtNSYLVARIA 15301 L -.J ~---~--