HomeMy WebLinkAboutOC1968-1565 - ESTATE OF HAUGHT' (
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R C C-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
IN YOUR REPLY PLEA8E
RII:P'I:R TO Jft-168-5
NOTICE OF FILING OF APPRAISEMENT
ELMER JAMES HAUGHT
In Re: Estate of ___ --!.M.!!1AR;::.::..::Y:....;·...:::L::..:·~H:.:.:A~U.;::G..:.:H;.:::.T _______ _
-----.....!W:!o!:A~S~Ho.:!:;IN~G~T=-::O~N~.-____ County-File No. 63-68-1565
You are hereby notified that the original
appraisement in the estate of Mary 1. Haught
has been filed in the office of the Register of Wills qf Washington
County on December 18 , 19_£9. Said appraisement reflects the
following valuations:
Real Estate __ ~---~8~,~0~00~·~0~0 ___ _
Personal Property ___ ~3~,~6~6~2~·~0~0~-----
Transfers ________ ~~--------
Total ____________ ~l~l~·~66~2~-~o~o~---
As to such tax that is paid within three months from date of
death, a five (5%) percent discount is allowable. As to any tax 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.
J
Date ______ D_e_c_e_rnb __ er __ l_8~,~1~9_6~9 ______ _ Signed {UJ. ~. ~;::;; ~~~R
Title W .R. CHANEY, CHIE PRAISER
DATE OF DEATH: Decerrber 1, 1968
Note: This is not a bill.
.. \
,~C-Jg (5-58)
j'
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
'·-·===============================
estate of HAUGHT'
(Last Name)
MARY
(First Name)
L.
(Initial)
DATE OF DEATH __ 1_2_-_1-_6_8_FILE NO. 6.3-68-1565
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E".
Dated: __ _,1"""2"---....,1=8-__,6~9,__ ___ _
12-01-68
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which eater or lesser ount represents the sum
allowed as a deduction.
Dated: ___ 1_2_-_18-_6_:.9 ____ _
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
11,662 00
=====':=?.?~~1.....:
' N·-I.,. __ Jl,;~lS_l3J_
VALUE AS APPRAISED
$ 8.000 ()()
~,662 00
11,662 _oo_
==--!6~!S0=+~
I
__ _i~;~i5_._!9 _
annuities ..... , ...... o • • • • • • $------------1----
ESTATE TAX ASSESSMENTS $ _________ ...___
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on$-------.-..-,...-::--· I ~ $ ____________ ~~~
$ ____ ~28~f4-9~--
$------------4----$ _____________ ~---
$ ____________ -4----
VALUE AS REAPPRAISED
$ ____________ ~----
-------------------
~:: ~: :-------4,815 ~1. 39_ ~~
i:~ ~: : ---------+--!.~~
Exemptions=========1=~= Total Estate _______ -+---
TOTAL TAX $-----------L----
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid $=====~==
BALANCE $----------+---
Less 5% of tax if paid within
3 months after death $=========
Add interest at rate of 6% from
------to --------
AMOUNT OF ESTATE TAX ASSESSED $---------+--
Estate tax paid $ __________ __J __ _
BALANCE DUE $ ______ __.._ __ _
Add interest at rate of 6% from
------~10----------$ -------+--
TOTAL TAX BALANCE $ -------+----PAID $ _________ _J._ __ _
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
Will
Administration ~ No.
IN THE
Year
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
MARY L. HAUGHT
Deceased
Late of . BLAINE TWP.
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,r·
Fonn RCC-2 .. COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
DATE ........................ .P..~.~.l3.J.I.lP .. l3..~~?..?. ...... ~.9.§.~ .......... .
Dll;PARTMENT OF REVENUE
BURWAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 17 12 7
·• ' COUNTY ......................... ~~~-~-~.~-~······························
APPRAISEMENT FILE NO. . .................... 63 .. =6.9.::.l..5..65. ................................. .
Whereas, ................................................ ~.~~.Y .... ~.~ ..... ~~.~g~Y. ..................................................... late of ............................ Blai.n~ .... l'.wp. .•.............................................
in the County of ................................................... W.§:.~.hJngt.<?.P.. .................................................. Commonwealth of Pennsylvania, having died on
the ........................................... d.: .. J?.t. ..................................... day of ..................... D.e..c.e.mb.er............................. 19 .... 4~ seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ................................... W.~.B.~ ..... G.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 transfer
inheritance taxes at the lawful collateral rate on any such .future interest.
Appraisement Unit Description of Asset Values Made for Inheritance
Tax Purpoaes
$
REALTY:
Dwelling house and lot containing one acre situate
on L.R. 62158, Blaine Townsh p, Washington County,
Pennsyl-vania, adjoining lands now or late of Hughes,
Kerr and Sawhill 8,000 00
PERSONALTY:
Household goods 139.75
Cash on hand at death 42.25
Cash -oa:vments on article of a.greement,
Kowcheck et ux. 480.00
Cash -final pay-off on Kowcheck article of
agreement 3,000.00
' 3,662.00 3,662 00
....
Total 11,662 00
ronn~~'!;~hbl:: ~:rh~wor""1r.~~.1~~:. ~~.o~·~-.;;;~~=.~~~~·~;:tis~k~~
Z ' fA;; ;;;o;;;;;;; ~·:: #Y" -'"~,.;;o;;;;···········································• Penna.
I
'
I
I
I
I
I
I
·-" l"'..
........................... WA$HJ:NG:1'9N ... County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.............................. W~.F.L.X .. ~.~---··lJ.A:lJ.GH'f.. ....
Deceased.
Late of
................ , ....... 13..+.-A. J.~ .... ':I.'WP .. .: ....... .
Date of Death, ........ P.~.G.§nP.~r. ... l., ... l9.9..$.· ................ .
Appraisemel!t Docket Vol., ...................... ).? ...................... .
Page, ......... .+..9.$~5. .................... No. .9.~.9.$~~.5..9.5. .......... .
Filed in Register's Office, I>~.~~.l11.t>.~!' ..... ~? ... 19 ... §'l
Amount of tar due, $ ................................................... , ................ .
DEPARTMENT OF REVENUE'
Received,
Examined and Approved, ~
Wrote abo.ut Appra-isement,
Appeal fMm Appraisement,
Entered and charged,
/.
-·· Form RCC-33
. .. ~
COMMONWEALTH OF PENNSYlVANIA.
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
J
RESIDENT DECEDENT COUNTY OF ...... W.AS.8..IN.G.'l.QN ............................................ .
IMPORTANT: This return must be completed in detail and filed in duplicate, ·with will attached, with the·
Register of Wills of the County where decedent resided; Return is due within one year after
date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of
~ __ the~_Inll,l:)rit~nce~an!f_E~tate .Ta_x A,ct of l~Bl.)
-----MAR~::.;;i~;~:;~: ::_. .. --}:::::;: oF ELNER JANES HAUGHT
Late of .................... WASHIN.GTO.N ............................................................... , ...... County ~
state of ................ PENNSYLVAN .. IA ........................................ }
-ss:
County of .. l.YASH.INGTQN.. ............................................. . .
.................. ELMER ....... JAMES ..... HAU.GHT ...................................................... . .. ... Executor
of the estate of the above-named decedent being duly sworn, depose S and sayS
Decedent · dJed (llay) ... , ....... , 19 .. (-f~~) .... '{~aving a last will, copy of which is hereto attached. _} . .. .... P~c.~mP.~,r l,
(Month)
o t herNaam:tha:: i :::r:::r:fse:ttt::;:: ::} .... WM.. C • .PORTER, ESQ.. -. .. . . .................................................................................................... .
::;:d~ll correspondence should be 30;6:~j~~£~ T153oru~~9i~g~ trlE18 ~~g~C)~~.
That as such ..... E~~.C..U.t.Qr. .................. deponent is familiar with the affairs of said estate and the property con-
<Executor-Administratorl ·
stituting the assets thereof and their fair market value.
That at the time of death there was no s&fe deposit box registered in decedent's individual name, or jointly
with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent
or deputy, with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO_DEC~DENT
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 qereto and made part hereof sets forth full v and in'·detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest ·therein. It
also sets forth the mortgage encqmbrances upon ~ach 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 8 attach~d hereto and m{!.de part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedept 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, op 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 ~~·ce.de~t'·s· dea~~ ·
in all other cases; all bonds, postal savings, treasury certificates or notes and other2evid~nce of;in-' ·. ~ ..;: J ,; ~· _--J • " • debtedness of the United States to the decedent; all obligations, whether by statute Qr agreement they " . . . -' are designated as tax free, of. tt1e United States, or any state, or political subdivisi«Jn-tnereof,, or~of
• ~ • ~ • ""-.. ' . I • ......,• any foreign country, which are owned at the time of death; all wearing apparel, jewelry,~sil,v.erw~re, pH:--
ljl" >J -.. ""' ~ ~ J . ~ .. ~" tures, books, works ·of art, household furniture, horses, carriages, automobiles, boats, ~and <apy and al-l'·':-. ., ............ _.. . . ..-. other personal chattels Of Wh&,tsoever kind or nature, left bydecedent, together With the fatrl:Y es't:ifliated /
market value thereof; all bonds and mortga.e:es held by decedent and of all claims due and o;;i'ng1de;edent' · •nnin~-
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 annu.ity 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 a·ccrued 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 CORY
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 pa&'ses at decedent's death by
virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to. the ·schedule.
That Schedule 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 statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto .and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent ,jointly with another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and tmpaid at time of
~ . death; taxes accrued charge.able for period prior to decedent's death (except those allowed under Section
. 651 of the Inheritance and Estate Tax Act); . together with a statement of coilater.al 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 ....... ~5.-~.h ........ .
................ ; ........................................... day of ..... N.Q.Y.~m.Q~P ..................... 19 .. ~.9 ... ..
~:~~ .......................... /.. ......... ~~ .... /~ ................................................................................... .
· ~ -~ MAE HERCEG
Notal)i-Public, Washington, Washington Co.
.My-C~mmission Expires June 28. 1911
\
~~~~~~7k
......... R ......... D .•...... #l ............................................................................ _··-··--··
(Street Number)
......... W..~.~.t. .... A.l.~.~-a.n.d~.r. ......... P.~nn.~_yl.v..anig. ____ _
(City or Town and Sto.te)
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.
---------------------------------------------
RCC-34 (Hi4)
COt.lMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE 11A"
REAL PROPERTY
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by
the decedent as tenant in common with another or others, should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together with
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; if a farm state number of a·
cres; also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are
to be listed on Schedule "F" and must not be deducted from this schedule.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
Dwelling house and lot containing one acre
situate on L.R. 62158, Blaine Township,
Washington County, Pennsylvania, adjoining
lands now or late of Hughes, Kerr, and
Sawhill (actual selling price $8000.00} 330.00
/:1" ~ p ¥I~
!1-S~0(
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
(2)
ESTIMATED
MARKET VALUE
(3\
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
8000. 0 (J 1/:
~~~~
8000.00
RCC-35
COMMONWEALTH OF PENNSYLVANIA
'TRANSFER INHERITANCE ~AX
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". Intangible 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.
-----r-----··--~----------------------------------~----~------------~---------------
Item
No.
1·
2.
3.
4·
ITEM
List and describe fUlly
Household goods (actual selling price
$139. 75)
Cash on hand at death
Cash -payments on article of agreement,
Kowcheck et ux.
Cash -final pay-off on Kowcheck article
of agreement
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
UNIT
VALUE
X X
ESTIMATED
MARKET VALUE
139.75"""'
42-25
480.00
3000. 00 .:..~
3662.00
DEPARTMENT VALUATION
(Do not write in
this space)
··-----------------------------------------------------------------------------------------------------,1
..
RCC-)6
· COmfON'I'EALTH OF PENNSYLVANIA
TRANSFER INHEIUTANCE 'TAX
~~SIDE~T DECEDENT
SCHEDULE "C"
T RA.N S FERS
(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) No
(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) No
(3) If the answer to (1) or (2) above is in the affirmative state:
(a) Age of decedent at time of transfer -------------
(b) State of decedent's health at time of making the transfer. (Note 1).
(c) Cause of 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) _...~.N:L!o!L_ __ __
(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) No
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) No
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others _______________________________________________________________________________________ _
(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) 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) No
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no) ________ __
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with
relationship of transferees to decedent, if any. Submit .copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM DESCRIPTION
NONE
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
MARKET VALUE
(Estimated)
NONE
DEPT. VALUATION
(Dept. Only)
RCC-3.S
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
-,
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIOKS: 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 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, Name l
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate. !
NONE
Unit
Value
percentage
Share
Estate
Valuation
Insert this total opposite "Jointly Owned Property", Schedule "E" NONE
in the "As Reported" column on the last page of this return.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
.
R90-37 (12~63)
'GGMMON-\rEAL TH 10F RENNS:Y\'<LANIA
:i'RANSFER 'INHERITANCE 'TAX
!RESIDENT :DECEDENT
BENEFICIARlES ·AND -~DDRESSES
State full names and addresses of all who
ave an interest, ·vested, cont·ingent or other·
wise, in estate)
GT'ace E. Blanton
Bristol. Penna.
Marv R. Hlli!hes
Avella, Penna.
Elme~ ,Iame s Ha:g~h t
West Alexander, Pa.
La:rrv Haught
Avella, Penna.
CathY Haught
Avella. Penna.
SCHEDULE "D"
BENEFICIARIES
'RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF
illegitimate children DECEDENT OF BENEFICIARY
are involved, set STATE YES IN ESTATE
forth this fact.) OR NO BIRTH
Daug_ohte:r Yes 19lt; one-fourth
Dau12hter Yes 1919 one-fourth
Son Yes 1921 one-fourth
Grandson Yes 19l.L6 one-eighth
Granddaup;hte" Yes 19.51 one-eighth
Deponent further says that all .the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
No excentions
Will
Administration t No .. /-.£~9. Year ....... G tf'.. ...
DO THE
:\lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
_ .MARX. .. L. ~ ... RA.VG-E'r ...
Deceased
Late of ___ ... B.laJP.e .. 'l'PWP..~Ai.P .............. .
County of __ .W&:~i~g't;()J:l
Commonwealth of Pennsylvania
'" .
REPORT AND :APPRAISAL
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WM. C. PORTER, ESQ.
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307 WaShington Trust Bldg.
Washington, Pennsylvania 15301
(Executor-Administrator
must complete "As
Reported" column #1.)
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Form No. 15 (1%0)
Will
~2 . Washi~gton County Bar Association
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1liant llill unit IDrstnmrut
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of... ......... .B.l.!?.J.n~ ..... T.mY.P..~.h.t.I?...t .... W .. ~.~.h.;hngtQ.D. .... O..Q.UD.ty . .,_ ... ~.P~nP..$..Y.l..Y..tim.tg ___ , ....................................................... ,
being of sound mind and memory and understanding, do hereby make, Pllblish and declare this to
be my Last Will and Testament, in manner and form following, hereby revoking any -vvill or wills
heretofore niade by me.
First. I direct that all expenses attributable to my last illness and funeral be fully paid and
satisfied; ~s soon as conveniently may be, after my decease.
SECOND: I give, devise and bequeath all of my.estate, real and
personal, as follows:
ONE FOURTH
ONE FOURTH
ONE FOURTH
ONE EIGHTH
ONE EIGHTH
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thereof to
thereof to
thereof to
thereof to
thereof to
. ·, ...... *.·' .. . . . ~-... .
my daughter Grace E. Blanton.
my daughter Mary R. Hughes.
my son Elmer James Haught.
my grandson Larry Haught.
my gr~nddaughter Cathy Haught.
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I do hereby make, constitute and appoint ELME:R JA~l~ES HAUGHT,
to be my·executor of this my Last .Will and Testament
IN WITNESS WHEREOF, I MARY L. HAUGHT, the Testatrix
above named, have hereunto subscribed my name and affixed my seal, the o2 0 . / t-/
day of June in the year of our Lord one thousand nine hundred and sixty-seven.
~~[!-~r
Signed, sealed, published and declared by the above named MARY L. HAUGHT,
, as and for her Last Will and Testament
in the presence of us, who have hereunto subscribed our names at her ··· request as witnesses
thereunto, in the presence of said testatrix <in
' and of each othe r.
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Affi~auit ®f 1fxrrutnr ®r 1\bministratnr
f;tatr nf Jruusyluauia. ~ ss:
C!Lnuuty nf llas~iugtnu ~ -· --·
Personally before me, the undersigned authority, a ....... N.Q.t . .ar.Y, ... .P.:ubli.c. .............................. in and for said
County and State, appeared .......... ELMER .... J.AME.S ... .HAU.GHT .......................... ~ ................................... who, being duly
sworn according to law, deposes and says that he is the executor ~f the estate of
................... MARY ... L .•..... .HAU.GHT ......................................................... deceased, that the foregoing schedules constitute a
complete inventory mid appraisement of the real and personal estate of ............. MARY ... L ...... HAUGl:I.T .............. ,
deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each
J
.< ~~--·~temm~de2>ytheabovenamedExecutor ~-~~ ~ -.
.:.'.: :· -Sworn·and subscribed before me this ...... l5 ....... :... l ~ ~~ ~ :: :_.· .:::d · f~-;,rc{,,.Amb.a.-r; 19 69. ,_~ A/14 ~ , 2:Zc/ /:::J . ::: _. _ ay o ·:.:·······.··A! .... :_Y..ll!io.'"' .. ·-~'L:2;:.,: .. ~·;·~ .. ,~....... ..... ... ... ............... .<:.:fc..~t:.c., .......... : ... ; .................. (£g \~~l-. '?· ... :::~:-::?f.~~;?.'i:Jrn~m~;.·::: ............. :............ .. _ .. xecutor~
-;.~~-. -., .. -~~.!lff!l~Publfc, Washington, Washingt;,mDITIONAL INSTRUCTIONS
~r,_ 1. An infi!n~iffiffi>p~f~ mjt;hi'Jl three months after appointment of personal representative.
2: . A'supplemental inventory must be filed within thirty days of discovery of additional assets.
3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, .
Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in-
cluding Copy of Will and copy of Federal Estate Tax Return. .
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2
lluu.rutnry auh 1\p.prai.armrut of the goods and chattels, rights .. and. credits which
were of .................. MAEX .... ~.t ...... B!.l:V..Q-fi~ ................................ Jate of ......................... ~~~;P.:~ ..... *.Q~.~!:?:?.:l?........................ ·
Washington County, Pa.; taken and made in conformity with the above affidavit.
REAL ESTATE:
Dwelling house and lot containing one acre
situate on L.R. 62158, Blaine Township,
vlasbington County, Pennsylvania,· adjoining
lands now or late of Hughes, Kerr, and Sawhill
(actual selling price. $8000.00)
PERSONALTY:
Household goods (actual selling price $139.75)
Cash on hand at death
Cash -payments on article of agreement,
Kowcheck et ux.
Cash -final pay-off on Kowcheck article of
agreement
TOTAL ---------$
DOLLARS CENTS
8,000 00
139 75
42 25
.. :(
480 00
3,000 00
11,662 00
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111111, t I II II\\''\' ............... MARY. ... L.A ..... E:AU.GHl' .................................... .
(; Filed .................................................................. , 19 ......... ..
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Wa:h ington, Pennsylvania 15301
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Form RC C ·10-R I
OI"FICE OF THE
REGISTER OF WILLS . '
t..J -~ t ~ IS t,S
d!-/~j',-f
STATEMENT OF DEBTS
DEDUCTIONS ALLOWED)' G,/ j I
{p/ ~ 7(..~ _c.
'FHE SUM OF ............ $ ... ~
OF WASHINGTON COUNTY
AND DEDUCTIONS
AND AGENT OF THE COMMONWEALTH
ESTATE OF MARY I.. HAUGHT l.ATE oF _ __,B~l~a~in~e_...T..,.o.u.wn"'"""'"s~h~i~p;___ _____ _
DATE OF FILING APPRAISEMENT 1:{-/.Y~ lo 9 DATE OF DEATH Decambe~ l, 1968
DATE NO. OF
VOUCH lOIII
NAME OF PAYEE REMARKS AMOUNT
19j 8
12/: 2 Register of Wills Letters and certificate 17 00
1 gl .g
;:>I ::>I H. v FAl"'l"All Death Cex>_'tif'ina.'t_e 1 00
}L/2 ~ Tax Collector 1968 Road 'rax 1 iQ
l..u'2 ~ Tax Collector 1968 School Tax 19 06
l..u'29 Kurtz Monument Co. Let teri_ng_ _gr__a"l_fr _atone lh 00
l1 /;:> Q C!l~v!=tville C!emetel"V Gl"~VA r>.hA.l"'!Zes At: 00
111: 0 Recorder of Deeds Deed transfer taxes 160 00
11 ,. 10 Tax C!o1~len tol" 1Q6g Real . estate Taxe!'t '
11/: LO JI.Tellon National Bank Decedent's indebtarl.ne_s_~ ~qqq 79~
11/' 0 Prothonotarv Release of Lien _J __ ~_oo _
11/ _t:; Brotmlee Funeral Home Funeral Bill llt:;l_~-.5,0_
1 l/" ~ li!1mA'I" .Tame!=! Han~Zht Executor_•_a C!onnnis~on ~00 00
~
11/: _7 William N. Scott Owed bv decedent for l"A-
pairs to dwellinlZ hou~A J.RR ~0
11/ .7 Guttman Oil Company Decedent's account 29 29
11/ .7 Q:uaker State Tele_2_hone Co. Final bill 2 08
11/: .7 Roe belle Haught Decedent's indebtedness 22t:; 00
Estimated additional admin stration costs t:;o 00
Wm.. c. Porter Attornev1 s fee iOO 00
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TOTAL -~--------I'/ t J ' ... I" I I
COMMONWEALTH OF PENNSYLVANIA }ss: COUNTY OF \ll~ SHTNGTQN
I, EI.MER ri8MES H~UGHT HEREBY CERTIFY, THAT, TO THE BUT OF
My,KNOWL!!:.OGE Ai'IID BELIEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES 01"
'~ADMINIGTRATION SUI!.M:TTED TO THE ESTATE OF MARY T H A TJ~F!'I' , ••cue•o. •• ""l'""' "'" _-_·J__:'IHERil'ANCE T'}'X I"URPCJS£8. ~~Z~A;;?f?d :l.tUtt&A ftf:L. s.)
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-.. SW~~N AND SUBSCRIE!:ED BEFORE ME THIS J 7 DAY OP' ~o:i nau~:,.uv {/ ._~ ~--~~~~ t8 _Qg_
MAE~
Not~ry Public, Washington, Washington CtL
My Commission Expires June 28, 1971
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