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Home My WebLink AboutOC1969-0031 - ESTATE OF MARIETTAr-----,----~ RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS • INHERITANCE TAX DIVISION '" IN YOUR REPLY PLEA8E REFER TO :37_175_2 NOTICE OF FILING OF APPRAISEMENT LOIS JEAN GOLASKI '(Executor~· In Re: Estate of REIGH A. MARIETTA a/k/a -----------=--~--~--------~~----- _____ _:W:..::AS=H=I::..:N:.=GTO=N:.:.__ ____ County -File No. 63-69-31 Dear Mrs. Go1aski: You are hereby notified that the origina appra,isement in the estate of Reigh A. Marietta has been filed in the office of the Register of Wills qf Washington Count~ on June 27 , 1922_. Said appraisement reflects·· the following valuations: Real Estate--------------~-r.~~~- Pe rs on a 1 Pr ope r_t y ------'--=2....,.1~'..,.6.,:.,7..,.,0_. ;,.50,..__ Jt. He1dx%x:a:Jade ,.,, --------=1:.:::.6.z..:, 8::...!7~9-=-"..!...99'---- Total ______ ~--~3~8~,,5~50~· -~4~9~- 1 As to such tax that is paid ,within three months.from.date of death, a five (5%) percent discount is allowable. As to any '!!ax that 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 ...:__ __ ____!J~un=e_2::::.7.L.;,~1:...£9..:::6.L9 ___ . __ 'Signed £de ~ ~ ~ Title W.R. CHANEY, CHIEF RAISER DATE OF DEATH: December 22, 1968 Note:' This is not·a b.ill. ''/'I / .. -. ' RCC-39 (5-68) " . . -.. • COMMONWEALTH OF'PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of MARIETTA, (Last Name) REIGH (First Name) A. (Initial) DATE OF DEATH_l2_-_2_2-_6_8_FILE NO. 63-69-.31 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: __ ____:,0:.:::::6~-2::.:6~--~6::-t:9 ____ _ 12..i.22-68 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 gr r or lesser amount represents the sum allowed as· a deduction. . , 9-/ Dated: 06-26-69 / ~ INVENTORY VALUE AS REPORTED VALUE AS APPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ $----~~~~~~ Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDU-LE F) CLEAR VALUE OF ESTATE Valuation of life estates or .3.3,.3.39 49 .3.3,.3.39 49 annuities . . . . . . . . • . . . . . . . . . . $·------+--- EST ATE-TAX· ASSESSMENTS $ -----------'--- FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ --------..-=-...,..-,d-,-,.,--Taxon$------~.3~.3~,,~_.3~.3~9~4~~9~ 2% 6 0 Taxon $----------4--o Tax on,$ ________ -4--10% Tax on-$ 15% $----~~~rt-~~ $ ________ 2~_,0_·0~0~3~71_ $-------4-----$ _______ 4----- $------------~--- Exemptions • (•) As evid~nced by Charitable Total Estate ________ -'--- TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within $--------1--- $======+== r., $-----------+--- 3 months after death $========= Add interest at rate of 6% from -----to ------ AMOUNT OF ESTATE TAX ASSESSED $---------+-- Estate tax paid $ _____ ___,~L-_ BALANCE DUE Add interest at rate of 6% from ----------~·0------ $---------~---- $~,---------~~~ TOTAL TAX BALANCE $ -----------,-.+------ PAID $ ------------L--- .. FOR USE OF REGISTER ONLY ADJUSTMENTS . ExempVon Certificates issued by the S.ecretary of Revenue. 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. • '• (I Will Administration l If' ~ No .. : ... IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF REIGH A. MARIETTA Deceased Late of . . . . . . . . S • STRABENE TWP • . ............... ·············· County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL \.., "":. ·' . .. -. \· I 1 ... • {; . ~ . . . -•• ! COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ....................... J..\Ul~ ..... 6..7.~ ...... J...9Q.9 ......................... : COUNTY ....................... !/.~.~-~-~~-~?.~ ............................... j _ DEnARTMENT 'OF REVENUE ... , . BUREAU OF COUNTY COLLECTidNS HARRISBURG. PENNA. 17 12 7 FILE NO. .. ................ : ..... ~?.::~.?..:?.!. ........................................ . Whereas, ........................................ ~.~-~-~ ... ~ .. ~ .... ~.~:.~~-~ .... ~/~/~ ............................. late of .......................... ~.~ .... ~-~~-~?.~.~-~ ... ~.~ ........................... .. in the County of ........................................... W~.!?.hJMt.QA .......................................................... Commonwealth of Pennsylvania, having died on the .......................................... ?.? .... n~t .................................. day of ........................... .P.~.~-~~-~r. ....................... 19 .... 9..~ .• seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsy-lvania; Therefore, I, .................... , ................. ~.~-~-~ ..... 9..~~-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 Description of Asset Unit Values Made for Inheritance Tax Purposes $ PERSONALTY: Buick automobile 1,500.00 S~ock 20,170.50 21,670.50 21,67C 50 - - - - - JT. HELD: ~====~--------------------------------------~----~------+--' Joint Account, First Federal Savings & Loan Assn. of Washinl(ton, in the names of --------------~~~~~~~~~~~~-==-~~==~~~-------------------+------~~--------~---1 Reigh A. Marietta and Lois Jean Golaski. 14,000.00 Joitn Checking Acct. Mellon National Bank, in the names of Reigh A. Marietta or Lois Jean Golask. 2 879.99 16,879.99 Totl .:, •.. .· . . ' 16,87~ 99 38,550 49 form:!;•;fhb~~ ::r~w~,}~ ~~~: ~: o~~~~t. ~~~~·~~r~ise~~~~iif·~~ .................................... := ...... =L.. .............................................................. .. L <Mu~-.. s~~~t> :;., 7 i&o...; ' P~na. ·. I >· ::·~:. .. ~·;;...~. -- ·' l ·' "--. .. •' ------.... WASHINGTON C.out~ty 'RESIDENT INHERITANCE TAX APPRAISEMENT '\ Estate of ~-~g~J .. A .. ~ ..... ~-~rr.A .................................. . Deceased. Late of S. S TRABANE TWP. ····················· Date of Death, ............ .P..~.C:.~~~~----~:?.1 ..... !.9.9.? .......... . AppraisemeHt Docket Vol. 37 , ······················································ Page, ., .......... 175.~2 .................. No ....... ?.:?.::::§.?.:.~~-·-·········· Filed in Register's Office, ...... .J..~~ .... ?.7.,. ....... 19 ..... f:?.9. .. Amount of tax dtte, $ ..................................................... : ............. . .. DEPARTMENT OF REVENUE··~ Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal ft'Om Appraisement, Entered and charged, .... ~" -~ ..__ ~~ {" · . .J~t".....;.,· ~! J .. .. . . . . . . . ····-· .. ' .. , . . · ·_ . ~LLIAl\1.C, PlfRTER . '.,.t·; _: ... ~--~~--~. . .I , . - . -·---:....·--- .. J1 I .. ll II-,, I' II i. LAST WILL AND ~S'J?A?:'t8NT ,.. ' -. : ;, '! . • ·~ • ·" . ·.,.' .. I· . I ... _-; ·:·:• t'' "':: .... •. Tovvnship, -yg,shington d II ,, It -. I. I i ! I j County~ Pennsylvania,· being of sound ~ind and memory and urider- standing, do hereby_m~ke, publish and 9eclare this to be my Last ![ !i I! Will and Testament, in manner and form following, hereby I revoking !I ,, ll ,. II It 'I lt j! I .. ,. I I direct that all expenses attributable to my I any will or wills heretofore mad~. by me. FIRST: last illness and funeral-be fully paid and satisfied, as soon as !II 11 conveniently may be, after my decease~ II l i I' !i ! I SECOND: If she shall surviv.e me, I give~ devise and !' ,I !! . bequeath all my est~t_e _.,t~; my daughter, LOIS JEAN GOLASKI', and il '! ._. I p !I !I !I !i· 11 jl ij il li il j, app_~}-~~ ;her gx_e,cu~-~-~~ ::~-~~ t~_is_ ~ill_to_ serv~ __ as _such\~lthout. ?:ond. j . . THIRD: -:-·If, my. daug~ter, LOIS JS~~~r; GOL~SKT, .. s?all not . : ... i s~rviye ~e, then and in that event I give, devise and bequeath j all of my estate to such of the children of LOIS JS.AN GOLASKI' as ·I l shall be living at the time of my death, share and share alike, 1 . I and in that event, I appoint ?~LLON NATIONAL BANK AND TRUST C O~:IPAl'JY I I! Executor of this Will. t! I! II ,, ,, .... ------, .. -·-.-.. -! . !I ,, li ;! I! :! i. II ·I . " i FOURTH: If any of the children of LOIS JgAN GOLASKI shall inherit any portion of my estate under the terms of the third paragraph hereof and shall be at the time of such inheritance I I i i ! ' I n under the age_of twsbty-one {21) years, I appoint ii. il . I ~ffiLLON NATIONAL. I lr BANK AND '!'RUS'f:l C0~11PANY .Guardian of the estates of such children, :; ;j lj I• ·I :J li I ii during their minority, and I further direct that s~ch Guardian be authorized to make such payments of principal to or in behalf of such children during their minority as may in said Guardian's ! i sole discretion be necessary and proper for the education of I suchi ,._. ·-·· ,' . >H'""'U"'"' ~J ''!". '€ \ .. i. $0: _! • I " -=> I i i I [. I l j • r 1 I I ! .j ! . I ' l .i . . ' l ' ·'!. IN 1~ITNESS ~·~JI-fSREOF, I, REIGH A. MARIETTA, the Testator above named, have hereunto subscribed my name and affixed my :f I I I ('-~·~~~~-~~+=~~------------(SB~L)l I I i J SIGNSD, sealed, publ shed and declared by the above namedj RSIGH A. MARI:~TTA, as qnd for his Last Will and Testament in the i presence. of us, who have hereunto subscribed our names at his request as witnes$es thereunto, in the presence of said Testator ·j /; .. :· .. I/. ~ ' , : ... r·· d· 6b .if (;\.. ... ;.s /1!11 c eM/at ; ' ; . l\ffiilauit ®f 1£xrrutnr ®r i\~mtuistratnr §tutr rif Jrun.ayluuuiu } C!tnuuty nf llu.a~iugtnu .as: Personally before me, the undersigned authority, a .J19.~~rY. .. .P.:tJ.Ql_~Q ________ in and for said County and State, appeared --------------~.Ql.S. ... J.~AN ... G.QL.A.SK.I .................................. who, being duly sworn according to law,1deposes and says that she is the executor ~mxof the es- tate of .. RlU.GR .. A, ____ MARIE!TA ........ : ....... deceased, that the foregoing schedules constitute a complete inventory and appraisement 'of the real and personal estate of ... REIGH .. A ...... MARIE.T~A deceased; except real estate outside the Commonwealth of Pennsylvania; that the figures opposite , ' el'l-~h ite-qJ. of real and personal estate in the foregoing schedules are determined and stated by the .--/' qndersigrieg to be the fair value of said items as of the date of the decedent's death, based upon a i: '""'~ -·~ust ~P.:aJ¥~ment of each item made by th~ove named Executo~ Administrator. ; ;:·-, ... ,-· :....: ' $(ij:brn· aJ!,d~subscribed before me this ..... /¥... .......... } ~-' : J ~ _AA? _/ R.A ~ ' . /_ '~' :,·~::: ~;·d of~) ;:,;~lay 196.9 V~-~;~1;~~~-~~ ...... . ~I;;:-:::"' ;~A · . · ···•·······••························ xecutor----1-~c __ " . ·, · · ''NotaFY;~f>ubllc, Washington,washlngto· ('ADDITIONAL INSTRUCTIONS ,, "·,. v 1 ·''A.., •My. Com(llission Expires June.28._197l.th. th th ft -t t f 1 t · ·! ' 1966 · '· ·· · ·n· mventory must be !Ih::d WI m ree mon s a er appom men o persona represen abv:e. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets.jl 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. . · ii REFERENCE FOR ADDITIONAL COPY !i Act of 1947 P._L. 513 Sec. 5.2, 72 P.S. 4844.2 · . ~ i ;':: i j ~ \. 3Juurufnry UtW 1\pprUi.!ltttttUt of the goods and chattels, rights and credits whi~h were of ....... REIGH ... A ..... MARIETTA ........................ .late of .S9:u..tP. .... S.t:r.a'b.P.n~~ .. T.o:\m.sb.ip .......... . Washington County, Pa.; taken and made in conformity with the above affidavit. DOLL:ARS' CE Buick Automobile 1500 00 60 shares Republic Steel 3045 OQ 100 shares Goodyear. 5850 00 100 shares Gulf Oil 4400 00 100 shares Duquesne Light 3056 75 100 shares Equitable Gas \ TOTAL PERSONAL PROPERTY ------21670 50 • :.,,.>· .r ,·': I I '>!'•"" '1 I 1 ~'II Uj J 1 i ~''\ \'.~J_'o;:.}(··'''r, ·."'~,. ;;~·.c~.t' .... J'!J', '"~ ~:..' (: 1..:: •,, •., ,_ . " , • /'..( Yt ,, .... '· (J~~·~ ""'._, .. y ' ........ . ;: "~" .-11 ... -.~ r... "' ~ • h.~ , -~ 1 I .r. • , '.~ -;: [ ,\._. .. -;.-o U ': J< ~ .. -~ ~-~ ' \ ,' .~ "' " r, ( ~ \1'\(1 d~" ~ '"'~ /; f't ~ ~-~ •(;' ___ ... ,co ,:-- r_:,. 1/ ~ 't> .,o' -(:.; ..;::-. ""'",,. {· -"=.-•• ,.. ... f· <v ..... ~- _2.3o/ 6J~(p9-~! Inventory and Appraisement IN THE EST ATE OF. . ,h 12 f I r: •:., .r-. ,, #/ \.2. 0 '\,.; ,, ''j11Jt'J~,,,.,.\·!·'' REIGH A. MARIETTA !"' -. ~ ••••••••••••••• 0 ••••••••••••••• 0 •••••••••••••••••••••••••••••••••••••••••••••••• :--~. ~ •J ' Filed <;,:7~!' ::Ji!~ b~~ ~Cf:?;= ;"!!!: ~--~ .,.,_ ~" 0/J: ~ .~;·trrf~ <;')) f,"fill !T"'· ""'"it ~[!, ;= Qe ~-9ii~ cq -. ~' ~~-~ .;; ~~ ~f=~ ~r..,..§ ~ ~~ ... en c..e i! .......:::· ~ ...._ ~ ~ ~ Y'l ~- • \9 ........... . :-~ -~ r~: . lir""P'.s ~. <i ~ . 0 '"" ' .... WM. C. PORTER, ESQ;. 307 Washington. Tr~_s t Bldg. Washington, Pennsylvania '' 15301 ...... -5 .. ' ~ .:· t 'i ,.- '" ..... •' '. ,...~ . r ~ -'·' .. •· '-· ( ~; !.: , .. , .. .,, '· ,, ,. : , . ,. ~ ·:J . ' ,_ ,· ., ;..- ., ~j ... c. ·. -, ,. . -' .·-\ ::J ..... i -:_·J (·.:· j Form RCC-33 · COMMONWEALTH ,pF . .P,.ENNSYL VANIA· ~t\ .DEPARTMENT 'Of REVENUE ~ BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF ... WASHIN.GTON ............................................... .. IMPORTANT: This return mui>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 th~ __ Inl).~rit~,tnce_.lin!f.E.!!!tlite .rax A,ct of 1~§1.) IN THE MATTER OF THE·ESTATE OF } AFFIDAVIT OF .......................... R,E.IGH ..... A ......... MARIE.T.TA............................................................................ EXECUTOR I£te of -·----····--···--·------·Wa.:t~.~~.;~~~~ .. ~::.~~~.> ....................................... County ~ state of ............ l>.en.I:l$,Y.;J,.V.~.P:~.~ ............................................ :.} ss: County of .. W~sb;i,ngtQn .................................................... . ............................. LO.IS .... J~ ...... G.OLASKI .................................................................................................................................................................................. .. Exeeutor of the estate of the above-named decedent being duly sworn, depose S and sayS Decedent· dJed .................. D.e.c .. emb.e.r. ......................... 22. (Month) (lmy) ....... ,.19 .... 6.8 ..... ,J' testate leaving a last will, copy of which is hereto attached. } (Yffir) l iJaXKi1X l'ia'me and address of attorney or} ..... WM ........ C ....... PORTER.., ..... ESQ •.. , ... J.0.7 ...... Wa.sh.ingt.QP.. ... 'l".r.:u.a. .. t. ... J3.V...i.l4.iP..g.J ........ . other authorized representative to . 5 whom all correspondence should be. . ............. Vf~~~g~(?J;l, ...... ~ .. ~~~Y.~Y.~P.:~~ .... ! ... ~.9.! .............................................................................. .. mailed. That as such .... ~!?..g!+.~.r.J~ ............... deponent is familiar with the affairs of said estate and the property con- e l•:x.,r.u tor-A<Im inistrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registere{ in decedent~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:- N AidE AND ADDRESS oF BANK oR OTHER nisinuTION THIS SAFE DEPOSiT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT N Q N E That the contents of said safe deposit box or boxes are itemized under Schedules _____ of this return, with the exception of the following, for the reasons hereinafter set forth: That Sc.hedule A attached h;ereto 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 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 8 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 ,, ; ~' .•• l, ~ at the time of death, whether in decedent's immediate possession, standing to decedent's ,credit .. .in banks 4.' ' ... '""' of deposit, savings banks, trust companies, or other institutions, whether individually;)' o.r ,tn"trust for ·' .._, "' •. ...., . any other person or persons giving also separately the accrued interest thereon, if ar:!:y,-;?~.PWn"':;'to t'2-e Tast interest day prior to decedent's death in tJ:!e case of savings banks, and to the dateio.f, deceden.t' S,~death; ..: ....... : '-... l • ' I...-' in all other cases;. all bo_nds~-postal savings, treasury certificates or notes and o~h:!!: ev4denfe 2f in-~ debtedness of the United States to the decedent; all obligations, whether by statute .. or, agr,eement! they .a~e d~signaterl as tax free, of the United States, or any state, or political subdivll{~;··~Bereof,r'>of.:.''i>f_.-· r •• r~. • . ~'r.J·· ..... .:::-., any foreign c·ountry, which are owned' at the time of death; all wearing apparel, jewelry{ .. _.s1.lve'i'ware, pic.': 't, .. ·:., "'' tures, books, works ·of art, household furniture, horses, carriages, automobiles, boats, and any and''all •<fltt!ljli" other personal chattels of whatsoever kind or nature, left by decedent, 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 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 securit~es owned by the decedent at the time of death, with the market value thereof at such time. l ' . ' 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 s~ch interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy ·or 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, it$.location, and such other facts pertaining to the l;msiness as may be pertinent to a fair and just appraislll 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 or· ·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· tr~sferred, the relationship of the transferees to the decedent, the proportionate share received by each. t~ansfe~ee and all other facts of a pertinent nature regarding said transfers. In the case of t~ansfers intended to take effect in possession or enjoyment at or after death, there is-also attached to the schedu~e .. a-co~y of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list or· 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 v.ested in d~cedent, ei th~·r individually, o,r join~ly, by the will, deed, or other instrument of another, . -. .. . with a copy of the instrument creating such power attached to the schedule. -. ' ... . . That Schedule D attached hereto and made part hereof sets forth. the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement show!ng 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 decede~t 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 unpaid at time of ' . death; taxes accrued charge.able for period prior to decedent's death. (except_ those_ allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the esti~ated 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. SubscribE:d ·and sworn to before me this ................................ . -l.Li~·a\ _ ............ ~ .. ~---_ ~-· ~1 day~of .............. MaY, ............................. 19 ......... 9.9 ~--~ .......... ~:: .............. -~ ............................................................. .. ·-.-. ·::\' _,.. "'.' ;o,;;:~-MAE HERCEG ·-,. ,.. ., ... -"""-.,. ...... • ~,_ ., · · ·:.:· NGtacy.'Publlc, Washington, WashlngltiJI QJ. ' '•· ·' ~d.l; Commission Expires June-28,· 197_1 ~' ......... ~~A.t;t_ __ _ .. ..... l73 .... Y~r..9.P.~ ..... P.r.lY.~ ........................................... ~ .. -----·~~-· (Street Number) . ...... W.~~h.~.P.:g:li.Q.~ ......... P.~.oo.~.Y.~Y..~.~-~-.... ~.5..3..9.J. (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. 'I_: ... RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF R:EVENUE · BUi(EAU bF'COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEQENT. SCHEDULE 11A" .iEAL PROPERTY (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) (3) I DEPARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write In this space) The real property located In the Commo(lwealth of Pennsylvania should be described by lot and .block number, Street and street number, together wl 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 encum~rances upon each parcel at death of decedent. Taxes,' assessments, accr.ued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted. from this schedule. ~~~~~~~~~~~~~~~~~~~~--~---------+----------+----------- . N 0 N E. Insert this:total opposite 11real property", Schedule "A" in the ·X X X X X "A·s Reported;' column on the last page of this return. ' . ' RCC-35 COMMONWEALTH OF PENNS~LVANIA I l .(~ I ;TRANSFER INHERITANCE TAX I RESIDENT DECEDENT SCHEDULE "B"·· PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the deced¢nt, at the time of his death. Property owned by the decedent jointly with another or others must be list~d 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. Ta~gible personal property should be listed first (e.g. jewelry, wearing apparel, household I . ) 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 No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space) 1. 2. 3. 4- 5. 6. Buick automobile 60 shares Republic Steel 100 spares -Goodyear 100 shares Gulf Oil 100 shares Duquesne Light I 100 s~ares Equitable Gas· 30+ 38+ 1500.00 3045.00 5850.00 4400.00 3056.75 3818.75 ~ Soo-oo _J o</5. 60 .S: PS'o. a 0 .t/'1(00 66 I oSC· ?5' /J Insert th~s total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. X X 21670.50 c:?;: ~ 7o. SCJ. RCC-36. aomr0N1NEALTH OF PENNSYLVANIA TIUNSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE};:" C"· .., TR.A.NSFETI.S ( 1) Did decedent, within two yea·rs 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 (tncluding 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 decedeitt' s health at time of m'aking the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did dece~ent, 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) 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) __ ....,1\l.._.O~:J· ____ _ (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) --~N~O~·---• qn Did decedent, at any time, transfer property, the beneficial enjoyment of which w,as sub.Ject to change, because of a reserved power to alter, amend, or revoke, or which conld 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 y~s or no) 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 transfe.rred, it's fair market value. at date of dea,th, dates of transfers and to whom transferred, with ~elationship of transferees to decedent, if any. Submit copy of any trust de~d 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 Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) RCC-38 .. CCMMONWEALTI-i OF PENNSYLVANIA ' THANSFEH TNHEIUTANCE TAX HF.SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY 11\STRrCTIOl\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 tmder Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real. estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-o-wners to the decedent. Description of Property, Date of Acquisition, Name I Unit. Address and Relationship of Co-Owners, and Place 1 Value of Record of Instrumen·tj\..where Real Estate. ! Joint AccoUnt No~ 21.509, First Federal Savings and Loan Association of Washington . 7-~~-.. ~{p Joint Chec~ing Account No. 345-6687 Mellon National Bank, Washington Plaza Office · 0 /leiVtffl Y-15-C tj/ ~~ i' • . . , percentage Share 112 I Estate Valuation ' (. '- DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest ~ • o ..1Pk. fJ J} A J ,_,.f. \~ - -14000•0< AAr 7 tJ (J(). tt§ Insert this total opposite "Jointly Owned Property", Schedule -"EY4-. · Ji' 1 j }j' in the "As Reported" column on the last page of this return. 7ooo.~ L-=.-~------~ \ h 'RCC-37 (~2-63) etnt:\lt):'\\\"E:\I.Tll OF l'E:"::'\SYYl.:\NIA TRAN:;F~:n ·l~IIEHITAl'il'E TAX RESIDENT DEL'EDENT BENEFICIARIES AND ADDRESSES . - State full names and addresses of all who aye an interest, vested, contingent or other- wise, in estate) Lois Jean Golaski 173 Verona Drive Washington. Pennsylvania ' ' --c: . ' . ' \. .. .. ' . ~ -. . .......... 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 . t Daughter Yes 1-28-28 All ' . - ' -, . \, - Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE No excentions ' .... --...j · .. ·. Will Administration ( No. Year Dl THE ~lATTER OF THE APPRAISE:t-.·IENT OF THE ESTATE OF _ ........... REIG.H. __ A. •.... MARlE'l''l'A ...... . Deceased · Late of South_ S t.;r.a.p_f;Ul.e. .. TQwn.~P...:J.p_. County of ___ wa, s.m1:1gt;q:rl, _. Commonwealth of Pennsylvania ..... :-~~,...,.,.,. ~-..;;.~~· ~--~ ~ ~~~~-- REPQi~~D AP:&lAIS"~""e~E . -. w.. . -'· ~-~!"~:~---~ '=' (.{> ::t:» ! -· +-<..:i.±::·· c • ;;_;;. (I) "'1 -= : ~l~·).r-.. __ "'" ~ ,~,, m -.j'!l'i~.:r-@ F-'l ,....,. ~ -·_:~~:, __ =! ~ f'"" ~.,:'C}~h~ -: ~~~ : ~~~- ~-; ~::--·:: WM. C. PORTER, ESQ. 307 Washington Trust Bldg. Washington, Pennsylvania 15301 ,. II. ~-. -. --- (Executor-Administrator must complete "As Reported" column #1.) 0 t:\~ '"d !:'l:l ..... (I) (I) 0 II' ..... ·e:. "' ~~ "' "' ' 0 ...., ....., ::l '"d (I) e:. ~ .... ..... II' "' 0 X '0 II' ~ '"d (I) cr ~ .... .... ib 0 ~ '0 trl (I) .... "' ..... ..... '< II' ..... (I) .! ., ·> Vl c: 3:: 3:: > !:'l:l ~,-....,.. --.... -.. .....:: h-Vl Vl Vl S:( (') (') (') ~·: .. ::r' ::r' ::r' ,. .......... ~q~~ ~-- ~~-€/)~~~ N > :t-' .. "' :o--!:'l:l...-.. ;...,.) ('!) ...... II II 0 -o_ :o ~ II \n ...... ('!: 0 c.. .:; .. : ~:~ ·fn ~ -<A' ~ -<· i"-: ~ : > ~: ~: :~: :.r. ~: ' : ~ : t, {~' :~: :~: ~- : '): ·~· ~: ~-~ ·a : : : · 3 :, )<-,• :~: :::· I I -~-~: ·~: g_ ~: '<:>: 0. ' ' I • -~ ..... ., . .. - Form RC C-10 DEDUCTIONS ALLOWED IN OFFICE OF TloCE REGISTER OF WILLS '"-STATEMENT OF DEBTS THE SUM OF . . . . . . . . . . . . $ ... ~..:!./b. .... ~ .. CJ . ' .I OF __ W......,._.AS=H..,..IN==~G:"'=-T_,O:.::_N"---COUNTY AND AGENT OF THE COMMONWEALTH ~-;/ t" .3-f-j/ AND DEDUCTIONS rJ ~/--~.-~ '-.g.../ z~-.:.zq __ DA'?VED ···~·~· &_:eiZ:(;! ~~~ Register of Wills, Agr."l ·• ESTATE oF ___,RE=I .... G_,_H=-=A~·--=-MAR=-=-=I=E=T=T=A=----LATs oF --=S::..::o~u=-t=-=h=-.;S=tr=-=a;.;;:;b..:an=e'---'T~o:....;wn""'· :;;;.s~h=ip.o.;;;....._· ___ _ DATE OF FILING APPRAISEMENT ---"£~-~q?~7--'-~~9'---DATS: OP DEATH ---'D.JJAi;i.C~Awm.ubJJei;i.r.L:-.r;2-"2-.,.., _.1....;9l.l!6oLl8oL---- DATE NO. OF VOUC~U:'I NAMii OF PAYEE REMARKS AMOUNT Abel Funeral Home Funeral Expenses 1286 10 Washin~ton Cemetery Grave site 400 00 Dr. J. w. Giacobine Services decedent's 955 00 st. Francis Hospital last illness 2212 00 . I Wi11iam c . .Porter At.tornex' s f'ee ~26. l.lO Russell Marino,_ Reg. Grant of letters 18 5o Russell Marino J.. Re_g. Short certificates 10 00 Russell Marino.~_ Reg. Filing Inventory 1 00 .. TOTAL -----------~ _5211 00 COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON 1, I.OIS JEAN GOLASKI H£REBY CERTIFY. THAT. To THE BEn oF .. MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS FUNERAL EXPENSES AND EXPENSES OP' AoMI.~!srRATION suBMITTED ro THE ESTATE oF Heigh A. Marietta · oecue&o. As oeouCTioNs FoR INH'ERITANCE TAX,pURPOS£8. ~ 1 £t _;f _, • ~~ ~--···-. (-''0 ~ /} /1-...?N/J/7 ~ ::;~-• .._"":~.·-· _,....··."1---S /.''/~~ <L.S.l :;: .._ .._ .SWQRN AND SUEiSCR:IBED BEFORE ME THIS~ DAY 01' ;:-.... ~· ":::" Q 'l-Ma~--69 .. ... -...._-=--18 =--~ :-~~;; e .,.... --. ~:::::f. .-~ -~.:-;,.,$E HERCEQ (l_ --,.· r'""""'\ ~ ~ ..... ~ -;.~~).:.. ... _Notii!Y_Publ{c.~Washington, Washlnl!fiift as,. 'r ~.. .. _ ... ..-\. ~ .... ,.,.,. ··~~-·-tii.Y Commission Expires June 28, 1971 '~-,..,, ..... ,, ... ~.,. .... '~-., .... , - It •. 'H. I ' ~ ... -' (! '· ". l: .. . I "' I 1t (j I I .1 •• .. r·11 !~;:·0~ £ iii.,. , ' \ -. 1' '69 ffAY lt 411 !I S1 /. . ) .... ' .. .. J. j ' . .·· r-,. • .......... ~ . I' ,. ~ ' ; .r.··: :: -· -. ...I' 'Jl .. I . ·~ l \ i' .1 .•