HomeMy WebLinkAboutOC1968-1519 - ESTATE OF CARTERR CC-Bl (2-64)
,COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
MINNIE C.HALL Informant
IN YOUR REPLY PLEA.&:
REFER TO 37-165-3
I
In Re:Estate of~~B~M~NO!.lC:!.!H~,~C~AR~T.=:ER~_
--....,....---..._.....-~W~AS!::!.;H!.!.:I~N~G~T~O~Nir----.-__·County -File No.63-68~1519
Dear Mrs.Hall:
You ar~pereby notified that the original
appraisement in the estate of BMnche Carter
has been fileq.tn the office o'f the Register of Wills qf Washington
County on .Janlli1rX.29,.,19....2.9.Said appraisement reflects the
following valua~icins:
Jt.held
Real,Es~ate ...~._~._,...,.;--~~~~~~'.::.-~...,.,-~..:::2:.=.O.z..:.O::.:;:2:;::8..;;.6=1=-
TraJ:lsfers ---~-__---
Total _~-...J.2:>Jb~.'l-loQu.2;.s;8".~61.1,1,_.
As to ~ucp tax that is paid within three months·from date of
death,~five (5%)perce~t discount is allowable.As to any tax ~hat
remains ~paiq after one year from date of death,interest at the rate
of six (6%)percent p~r annum is charged.
Any party in ~nterest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e ,...:J:..::an:::.;.:::.u::::.:;..aprol...--;2:::.,9'-"'L..-..:1~Q.:::6J-9 _Si~ne~a(!~,{2,~
Title W.R.CHANEY,C FAPPRAISER
DATE OF DEATH:September 16,1968
Note:This i$not a bill.
I'/CC-39 (6-67)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
CARTER,BLANCHE
FILE #63-68-1519
September 16,1968
SUMMARY
I!the undersigned
#63 Washington
09-16-68
01-29-69
n.EPonT OF INHERITANCB 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 in Schedules "A",".","C"and "E".~-~APPRAIS~~
the real and personal
opposite each item in
Dated:
FILE #63-68-1519
BEPORT OF THE REGISTER OF WILLS
I,the undersignec]duly elected Register of Wills in and for Washington
County,Pennsylvania,do n~spectfully report that I have allowed deductions in the amounts
claimed by deponent,except as to those items where a greater OT lesser amount is set forth
in the last column to the right in Schedule "F",which greater or lesser amount repr{sents
the sum allowed as a deduction.~___~r.._u A
Dated:01-29-69 ~I(;/~..
REGISTER OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$.-$*------
INVENTORY
Real Property (Rchedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
rOTAL GROSS AS8ETS
LERR Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
20,028.61
20,028.61
1,911.86 ._
18,116.75
20,028.61
20,028.£)1
1,911.86 ._
18,116.75
======:=
Valuation of life estates or
annuities .$-----
ESrATE T~X ASSESS~mNTS ~...:....-_----
CO~1PUTATION OF TAXFORUSEOFREGISTERONLY
T ax on $________f5%*_
Tax on $,--_,...--,__-10"0 t;r ax on !1;18,116.75:61drt $--'-1--,.....,0,...,8=7-.0"=""0=-
T ax on $.__1fl%$_
Ex,emptions=======:=(,;,)
Total Estate _
TOTAL TAX $_
Less tax preViously paid *========~===
BALANCE *_
Less 5%of tax if paid within
'3 months after death $======1=
Paid In Full 11-29-68
('::)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
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 *_
TOTAL TAX BALANCE $_
PAID $
FOR USE OF REGISTER ONLY ADJUSTMENTS
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.
~~inistration ~No .
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
........)3:L.A:N.c'lfE...GMr.~.
Deceased
Late of WAEiJ:i+.N.WPW .
County of WASHINGTON..........................................................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
NOTE:TO BE SUBMITTED IN TRIPLICATE
RCC-43 (5-65)
:..j ,
,.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
September 20,1968
Pennsylvania Department of Revenue
Bureau of County Collections
26,S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING •FINANCIAL INSTITUTION Pittsburgh Nat10nal Bank -Washington 6ffice
ADDRESS 6 South Main Street,\':ashington,Pemsylvartia 15301
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT_8.3~---.:4:-.-7.:..:9.:::...39~2.:::...5 -_
NAMES ON ACCOUNT •OR INVESTMENT Mrs Blanc he Carter or Mrs M1mie C Hall
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR Mrs Blanche Carter tZ
ADDRESS 510 Jefferson Avenue,Washington,Pennsylvania 15301
DATE OF DEATH SePtemb~,19~
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR _M_rs_Mi_nni__e_C_Ha_1_1 _
ADDR ESS _-...:5_1_0_J.....:.e.;:.f.:..fer...:....:.s....:..on:.:....:.A:....:.v..:.;en:.:.:u::.:e:..!..,....:W.~as::.:.:::hi:.:n.:sgtl.:.0~n::.i,~Pe::::nn~6yIl..:1~va~lU::::·a::...-~15!.::3~0:.:1__
TITLESignatureKennethKrikorian
Platfonn Assistant
RELATIONSHIP TO DECEDENT__S_is_t_e_r _
DATE DEPOSIT OR INVESTMENT ~!ar h 11 1960WASESTABLISHEDc_----:'_
BALANCE,INCLUDING INTEREST 4tSf:DUE,AT DATE OF DEATH $'Il'_2,_7_'57_._22 ---....:....-
~.-./()t~/~7.Jj 7~
~(J ~t .~_It /0,
RCC-134 (8-65)...-
COMMONW€ALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
,OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii_•
Date:O_c_t_o_b_e_r_4...z.,_1_9_6_8 _
County _........:.:W='A=S=H=I=.NG=T=-O:.,:N'-'--_
15301__WA_~.HINGTON,PE:h"NSYLVANIA
TO:MRS.MINNIE c.HALL
510 JEFFERSON AVENUE
County File No._
Bureau File No._
We have received notice that,~nnx:xz::t:X:n:xxxxxxxxx",xxxaxxx
on September 16 19 68,you came into ownership of certain property through
~~transfer from J.ffiS.BLANCHE CARTER,deceased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The proE,er'!y on which tax is hereby assessed consists of:JT.,bank A~ctt~1J83-4-793925 held in
the PITTSBURGH NATIONAL BANK,WASHINGTON OFFICE-;WASH ImTON,Pl.,In the names
of MRS.BLANCHE CARTER or MRS.MINNIE C.HALL.Opened 3-11-60.Balance as
of date of death,$-=2~.7.:....::3,,-=7-:..-=2=2.=...._
apsraised by the Commonwealth,as of the date of death,at $2,737 •22
__0_%of this amount is taxable at the rate of 15 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$__.....1~,,....3o!.:116~8~•.3llI:6-1-$---------
AMOUNT OF TAX DUE 205.29
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before Dec.16 19 68 you may deduct a
discount of 5%of the amount of tax due,or
10.26
o This tax became delinquent one year after the date
of death of the decedent and,in addition to the
tax,statutory interest at the rate of 6%of the tax
per annum is also due as of *_
19 in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until
paid __________I
$205.29 $==================_
ASSESSED BY:'Z......,.//~->,,--<,--~
'(Agent for the Commonwealth)
TOTAL AMOUNT DUE
APPRAISED BY~'e:z..~~~~~1---
(Inheritance TO"~ppraiser)(/
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To insure proper credit to your account
this Official Notice must accompany
your payment.Mail or bring it to:
(over)
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decedent for forwarding to th~Commonwealth,list below the date paid,name and address of the p~rson~o whom
you made payment,their official title and the amount.
Date Paid Name and Address of Payee Official Title Amount Paid
Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
by you may qualify as deductions against the gross value of the property in the computation of tax due.If any
such expenditures meet all of the three following tests,it is recommended that you itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 -You were personally legally responsible for these debts,and
2-You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other
person.al representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY O~_
SS:
I,hereby certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent,,for which I
was legally responsible and which I did payout of the property herein taxed.I further certify,that to the
best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF___________19__
Signature of Taxpayer
t
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
have allowed deductions listed above in the total amount of $"
Date of Approval:_
Register of Wills
Fonn RCC-2 .
COMMONWEALTH OF PENNSYLVANIA'DATE .....................~~~~.y ....??!.......~.?..§.?..........,
.DEPAItTMENTOF ItEVENUE RESIDENT INHERITANCE TAX .....................~":.~.~~.~~.?!l ............................-COUNTY.B'UREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.......................??:.??.=~.~.~?......._...................
Whereas,..........................................~l9.,ng,h.~....~.~r..t..~.r...........................................................late of ..............................\'f.a.:.~~.~.f.l.~~.?~.............................................
in the County of ..............................................~~.~.h.~~.~~.......................................................Commonwealth of Pennsylvania,having died on
the ....................................J.9....t.D.........................................day of .......................~.~.p.~~~.~!.:.......................68 seized and possessed of estate19............,an
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.................................w..~.~..~.....9..h~.~.~.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 transferInheritancetaxesatthelawfulcollateralrateonanysuchfutureInterest.
Unit Appral.ementDescriptionofAssetValue.Made for Inheritance
Tax PurpOle.
$
JT.HELD:
480 Shares Standard Oil of New Jersey,Balnche Carter
and Minnie C.Hall..ioint tenants 18,660.00
Pittsbure:h National Bank Checllng Account,Balnche
Carter and Minnie C.Hall.1.368.61
Total 20,028.61 20,028 61
I
.
Total 20,028 61
form~;:~~hbl::~:~i:w~~~~I~~:~:;o~e~~~~~?;,;.~~~:;;.=r.~i~~;;;;:l~~~~!
'.AppraIser
~~.............................................................................................Number and Street).
......................................................................................................,Penna.
-(Peat Offiee)I
-
.................wA.~l.rJ::NQ~Q.~.....County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
BLANCHE CARTER.....................
Deceased.
Late of
.................WA9..HJ.NG:rPN ..
Date of Death,~.~pt..~1;>.E;l;r J.9..t :,I,.99..~..
Appraisemel!t Docket Vol.,?..7....
Page,1.9.5.~J.......................N o...9.3..':::.9.?:::~.5.!9..
Filed il~Register's Office,eJ..Cl:r.l.~.:r.y ?9..,.19..9.9..
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.llt A ppra.isement,
Appeal /,.om Appraisement,.
Entered and charged,.
\
l
Form RCC-33
RESIDENT DECEDENT
/
COMMONWEALTH OF PENNSYLVANIA ~
.DEPARTMENT OF R~VENUE ~
BUREAU OF COUNTY COLLECTIONS
COUNTY OF w..~.s..~~.g~.9?..
IMPORTANT:This return mus t be completed in detail and filed in duplicate,.with will attached,with the
Register of Wills of the County where decedent 'resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
~he Inh~rit!ince_.an!l.E.state.Tax ~ct of lQ!>l.)
Late of
IN THE MATTER OF THE.ESTATE OF }AFFIDAVIT OF~·~~·!?:~·?·~s:t;,:~~Cl.f~;'·~;~"·~f'd~;';;~~t)'"'''''''''''';....................EXECUTOR
........................Yf..~~..h,:j,P.:gt.Q.P.:County ADMINISTRATOR
state of p.~:J:),.P.:~..y.!.Y.c:l:l},.i.:?-:.}ss:
County of :w:e.s..t.m.Qr..e.la.n.d _.
.....................................................MJP.::J:),J~c...~H.g,u................................................Eseeutor
Administrator of the estate of the above-named decedent being duly sworn,depose and say
Decedent died $..~Pt.~.m]:>.~~~~.l.&-ii.;;;;.j ,19·~~~·i {~~:::::~~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.
J.9:.rp,.~~c.!,.1'.aUc:l:At..
2005 LCl:Y'..~.J!'inanc~~~dg.
That as such deponent is familiar with the affairs of said estate and the property con-
(Exec\Itor-AdminiRtralor)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
"
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPosiT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
none
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
Tha.t SC,hedule A attached 1'!ereto and made part hereof sets forth fullv and in"detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail 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 individu~lly,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 t~e case of savings banks,and to the date of decedent's death
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence 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,whieh are owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated
market value thereof;all bonds and mortga~es 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 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 payabl~upon the death of the decedent;and all the corporate stocks and divi.dends
due thereon and unpaid as of the date of death,bonds and accrued 'interest thereon to the date of dece-
dent's death a.nd other investment securities owned by the decedent ~t the time of death,with the market
value thereof at such time.
.''••••_..1 .....__· ••~_....,......'__n"'lIl·-.
....:;
,~J I!
In the case of securities of close or family corporations,the values reported.are as far as
possible substantiated by finl\.n.cial s·j:.atements of the corporations,showing the assets and liabilities
thereof as of the'date 9f dea,th•..Th~scheg~le.~lso.s~ts forth the interest of decedent at the time of
death in any co-partnersnip or business,and'in support of the value of such interest there is annexed to
said schedule,financial sta:tements showing the assets and liabilities of said co-partnership or business.
A copy of the co-p'artnership agr'eenient,(if 'oral,a statement setting forth the nature of the agreement)
together with a statement setting for.th the character of the business,its location,and such other facts
pertaining to the business as may be pertinent t,o 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 irt or after 'death,there is also attached to the schedule a cOllY
of the deed,trust agreement or other instrument creating the trust.TherA 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 individualiy,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointl,y,by the will,deed,or other instrument of another,
with a copy of the instrument c~eating such power attached 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 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 state~ent shoWing Which'of 'the beneficiaries'named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary•
..That S~hedule E.attached hereto and made a part hereof sets forth all property,real and per-
sonal,ow'ned:by the decedent jOintly·:)¥ith·a~other or 'others,including intangible,standing i~the name
of the decedent·aAd others~·.plus .the date Imd Pla«;e'of ~ec<;>rd or instruments effecting the vestiture of
real estate and the ·date·of"acquisition or personalty,plus .1;he name,address and relationship,if any,
of co-owners to ·the·de.cedent.'
That Schedule F..attached hereto andmade a part hereof sets forth fully and in detail all debts
and deductions·claimed for·and 9n behalf of this decedent's estate,inclucUng 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 unpaid at time of
~.death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inh~ritance arid Est~te Tax Act);together with a statement of collateral pledged for Obliga-
tions,if any.'It'is agree'd t.hat the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actual'ly pa'id In settlement of Any fee,commission or debt is less than the
e~timated'amount ~laiming 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,.
hav~been ;c'~rrie,d 'forward and properly registered in the Summary.
Subscribed and sworn to before me this
.....g.Y..~.~p..~.~19.Q.~,.,...................e.~~_".
(Executor-Administrator)
....~.~~?~~~~f.~.~.~~.~~.t4.g.~__..
(Street Number)
.......~.~!~.~.~.~.!..g.?L ..;p9.:.~J..?.?..~..9...
(City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled'in ~'ith details or the"word hNone",and in case the assets include rare and unlisted securities,
securiti~i of clos~or family corporations or an interest in any co-partnership or business,that the
data .and 's'tatemE1I1tsrequireil'under the parati;raph above relating to Schedule "B"are attached.Also make
certai~'that column #1 in "the "Sunmary"has'been properly completed as above-directed.
•r'f •.~
,,
25th.......................................................da~
RCC-34 (1-64)
~~~~~~:~~~TOHFO:E~~~~~YLVA~IA
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
R'EAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "E".Property hr,..ld 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 Commo(lwealth of Pennsylvania should be (1)(2)(3)/
described by lat and black number,street and street number,together with DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASS!:SSED VALUE VALUATION
conveyance by which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encum~rancesupon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "Fit and must not be deducted from this schedule.
None
"
,I
,
"
.
Insert thi s total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
-.RCC-35
CO~ONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKET VALUE (Do not write in
this space)
None
See Schedule E.
d
Insert this total opposite "Personal Property",Schedule "B"in X X
the "As Reported"column on the last page of this return.
RCC-36
-'
cOmrONll'EALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TRANSFERS
(1)Dirl rlecedent,within two years ofrleath,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)~n~O~'___
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (inclurling a spouse),in joint ownership?(Answer yes or no).=n::.;'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 making the transfer.(Note 1).
(c)Cause of decerlent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)no
(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)---"n"",""o'--__
(b)What was the transferee's age at time of decedent's death?_~n~O~'_
(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)no
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)no
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserverl 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)no
(8)Dirl rlecedent,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 cOllld revert to rlecedent under terms
of transfer or by operation of law?(Answer yes or no)_~n~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 decerlent alone or the decedent anrl others?
(Answer yes or no)__n_O _
NOTE 1:The anSwers to these questions should be supporterl by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at rlate of death,dates of transfers and to whom transferred,with
relationship of transferees to rlecedent,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
None
DESCRIPTION MARKET VALOE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
".
,RCC'-38
CQMMONWEALTH OF rENNSYLVfu~IA
TRANSFER INHERITANCE TAX.
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRVCTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly
with another or·others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule
"A",plus the date and place of record of instrwnent 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,Name Iunit
Address and Relationship of Co-Owners,and Place Value
of Record of Instrwnent,where Real Estate.I
Percentage Estate
Share Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
480 shs Std Oil of N.J.Blanche Carter and
Minnie C.Hall,joint tenants ($37,320.00)
Pittsburgh National Bank,.checking acct
Blanche Carter or Minnie C.Hall ($2,737.Z2
Total
77.75 1/2
1/2
,18,660.0:
1,368.61
.20,028.61
I
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return.
.....
RCC-37 (12-63)
COl\tl\H.5MrEALTIl OF PEN:-\SYYLANIA
T..RANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "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
l .
Minnie C.Hall daughter yes
Pleasant Valley Drive l
-..Murrysyille,Pa,.-.~~..~.,".'._.•...............
-
I
I
i
!-.
"
-
~
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
~IATTER OF THE APPRAISEMENT
(Executor-Administrator
must complete "As
Reported"column #1.)
:C-f ....,'"0 ::0
:0 P:l ~~:......::s en _
:::;til 0:rt"@'~~:1:I:;l .-0
:Ii '"0 '"g
:0 a ....'d 't:l q:('1)(b:Ii ~~'<
o....otiltil....,
ll>><ll>c-cr
~til..ll>...
(b
Year
P.J THE
!No.Will
Administration
BLANCHE CARTER
Deceased
Late of Was.hingt.on..G.olinty .
County of W.a.f?hmgtP.n .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
enc:~~>::0.--....--..........Wen(/).....
?"?-?-n ~;;::;::
>til
::0(b-
";:l-
0-......~-
.ffi~
:0-..:.....:0'::......
:0::N::00 :
~.~~~:N::N:,?f'
:0
N
:00.•J ~~
J :AMES C.Tli.LLANT
Attorney at ,Law
2005 Law &"Finanee Bldg.
Pgh.,Pa.15219
,
.fcn.fcn.fcn.fcn~.fcn
~:~:>,,10 :e>:or.
\:::0
C>:(J.:~-~I.;)N .~:..,-3:~.:~:::::l
~~
:~:c..""'-.-""--.II ,
Form RC C·lO
j
DEDUCTIONS ALLOWED IN
STATEMENT OF DEBTS
AND DEDUCTIONS
Regiller .1 Will••Age.t
THE SUM OF $~9/Lr....tl....?>..:.
DATE APPROVED .../.:-:::.£Z.:::..r:;Z.,
fD~~
OFFICE OF THE
REGISTER OF WILLS
OF COUNTY
AND AGENT OF.
~#
ESTATE OF ---=B~I!:!a~n~c::.:h~e~C!.!a:!:.r:!:-:::.t~e=r L.ATE OF Washington.Pa.
DATE OF FIL.ING APPRAISEMENT /-J.?-G/DAn OF DEATH September 16.1968
<DATE NO.OF NAM&:OF PAYEE REMARKS AMOUNTVOUCHC;"
I I
I Neal Funeral Home funeralexpens e 1,220 75
S.White IS Sons marker and inscription 129 50
Blanche Guinn nursing services 500 00
Dr.M.W.Graham Physician 41.E 0
Rp.v.Harold Orr minister 20 00
Total 1,911 86
COMMONWEALTH OF PENNSYLVANIA }s.:COUNTY OF Allegheny
I.James C.Tallant,Attorney HEREBY CERTIFY.THAT.TO THE BEaT OF
MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES 01", ../J
ADMINISTRATION SUBMI!'TED TO THE ESTATE OF Blanche Carter DECEASED.AS DEDUCTIONS;FOR..
INH_l!:RiTANCE TAX PURPUSES•.~c:TQ Q Q@...::t
........J-,(L.5.1SWOR~~D tiUBSCRIBEj!:90RE ME THiS 25th DAY OP'
-//·0 .t r . '/J 18 68
/?P{.,.,A f/....p-u",I .J.b M.I ~--/;Y ((J
5-,--",;')":'-~l.';:':.lC~II:':'~:ll L..jSii:J
sv "-
(\I •
.,,...or""..-~
I
"/
.\/\
I.ill
RESIDENT DECEDENTS
File No.63-68-151'
COMMONWEALTH OF PENNSYLVANIA
OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax
19 68
~gFormRCC-4-RI-3-66
Office REGISTER OF WILLS,VA_NOION Pa.
VAIII1NCtol C ty R·d fr Ninai.C.Ball,Payilla 08 I ••ilab.-------,oun ,ss:ecelve om--------~-~---::~-------
,~of the estate of JUlie.CAatlJ
who died "»tUber 16 19 68 ,the sum of on THOUSAJID TRIItTY-TVO and 65/l00 • - - -Dollars,
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
No.979139
Date loy.....2'
Appraisements Made and Filed Computation of Tax
Register of Wills
1,017.00
$--------
$54.35
$============::::::::=::::==
Balance $_
Total Tax $_
$========
,.'/';:%4't:I-~'~J""_.-...
Less Tax Previously Paid (if any)
Less five per centum of tax if paid
within 3 months after date of death
Total $1,032.6S
*As eVidenced by Charitable Exemption Certificates issued by the Secretary of
Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended
by Act No.381,approved July II,1957,and Act No.207,1961,Section 302.
SEAL ;J
il /V (~Ii'.~
Amount of Estate Tax Assessed under
the Act of May 7,1927.
5%$Tax on $
10'10 $Tax on $
2%$Tax on $OR Aeeeuat
15%$Tax on $
Exemptions *$
Total Estate $
Add interest at the rate of %
from _
to -'-_
37-165-3
...,m,ONPLI·fl
$------
$,-------.._~
$.
$,---'-----
$
Valuation
Valuation
$,------
$,------
Total
1f[ffiD [pJ[LD@£1f[E
Date
Date
Real Estate
Personal Properly
NOTE:In accepting the transfer inheritance tax on future estates prior to the death oftheliletenantortenantloryears,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.
$------
$------
Total
Total Gross Assets
Less Debts and Expenses of
Administration
Clear Value of Estate
Valuation of Life Estates or Annuities
Date 19__$,_
________19__!::$===================
Estate Tax Assessments
Date 19__'11-$-------
________19__~$===================
II NOTE:This Triplicate Receipt to be r.tained by lb.Regist.r 01 Wills cmd filed in Dumericed
sequence for audit purpo••s.I IIOORE BUSINESS PORIIS,IHC.,ELMIRA,H.Y.
".
FORM RCC-4-Rl
TRANSFER INHERITAlIICE and/or ESTATE TAX.
RESIDENT DECEDENTS.
RECEIPT
Docket 31 Page 165 Une,-=3=---_
BLANCHE CAMEREstateOL£_
OFFICE OF REGISTER OF WILLS
WASHINGTON_--l:Pa.
Date November 29.19 68
SIGNED AND SEALED AS PROVIDED BY
SECTION 1201.ACT APRIL 9.1929.P.L.343
AS AMENDED BY ACT MAY 15.1945.P.L.528
.'-RUSSBLL MARINO
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 settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandssaledbytheRegisterofWills,"
Fill in below name and address of person to whom
tax receipt is delivered:
I
loffiS.lmnlIE C.HALL
PLEASANT VALLEY DRIVE
To __-.
I
L
JJURRAYSVILLS,PiHNSlLVPU
-.l