HomeMy WebLinkAboutOC1969-0187 - ESTATE OF KAUFMANNTestate·Form
PETITION SU R AU DIT
IN THE ORPHANS'CQURT OF WASHINGTON COUNTY
j
Estate of KathrY-tl I .•...Kaufmann,.
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Deceased .'~'_-__--_---_.---_-----.-..__.-----_..--_-----..------.
Deceased
No §.~::.().9..':':!§.?A.A...
Fiduciary J9..Ann ..K.;!.u.fm;rnn,..,JJ.QW ,.
.....J.Q..Ann.:Kaufmann..Co.le.,...Exe.cutrix.•
Dote of Date of
Decedent's death J.~n.1U~.~y 21.,.t9..Q.9.Grant of Lertters f~b.t.:u9.t'Y-l.l.,19.69 :.
This is the fix.$..t 9nQ F..:i-.ual account filed in this estate
If there have been former accounts filed in thi.s estate,list file number or number an.d term ::.:.:_
None
Election to take
Under or Against will.(cross out one)None
Date Election Place of;
Fi led __Record ;-'~~
Name of survi~ing spouse .N9ne :;~,:.
List issue,where material:
Not applicable.
Did decedent marry after execution of will?(indicate)~No.Any children bornafter execution of will?(indicate)
~No.If answer yes,name them .
.-:_-___--_----__---_____-__---_ ___.._-_._._-_.__._-_.._._._._--_.__.._~_---_.~..____.._..
Leg,atees
Jo Ann Kaufmann
Relationship
daughter
Interest
residue
Fiduciary,if decease~·or ,not sui juris
List,if exceptions to above:
If partial intestacy,give facts:
Adeemed:
NONE
NONE
•
Revoked:Lapsed:Abated:'Give·Cause:
Notice to interested parties.Have all parties,having either vested or contin;)ent interests and all crediors entitled
to notice (Court Rule No.9 paragraph 'C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.·~.
I·f·•• •.•Noneanyexceptiongivecause .
Fi Ie copy of Notice
and date of mailing J&t.t~X'd.at.e.a NQ.v.~mP.~.~26.•..·.;).9.6.9.",..,."",.."",.".."..,
Is estate subject to the filing of a Federal Estate Tax;Return?,..N.9.: _ -~.-:~.-..-:::.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..:..__None __.__.__:_ .
If the Will makes any portion of estate subject to a life-estate,give name and birth date.of life tenant _.
None
-- --..--_-___-_--.--__-----------_.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
NONE
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudicatib.n:
NONE
Balance for distribution per account,
Itemize any additional debits not shown by account:
None
Total;additional del;its (Ad~)$.~.l?~~.
Itemize any.additional cretdits not shown by account:
MarIe Gu1dos -Affidavit to Audit Petition 1.00
't.
$~.~.?~.~.~.~~.
~~n
,.:f·,:..,:;~:.-':"':•..(~"1
Total additional credits (Subtract)
Balance for distribution
$1.00........................._-.
$a.1.7.~.~..~.OA .
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);.
81 shares common stock of General Mo~ors Corporation @78.3125 6,343.31,.,.
1 lot of household furniture
Clothing
Seven room and bath frame dwelling situate.in the Seventh Ward of
the City of Was~ington,Washington County,Pennsylvania,known
.and designated as 415 West Hallam Avenue,Wasl1i~on,Penm.
(Legal description attached hereto)
154.50.
-~;c·_........
25.00
,_.1.,
........
71 500.00
Total amount awarded -------------------------------:--------$14,022.81
N 0 IE:Jo Ann Kaufmann Cole,Executrix and sole legatee has advanced~11 funds in order to take above items in kind,and does hereby elect to
~~e above items in kind.
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If Family Exemption claimed by Petition,give place of Record:~:c••••;••,.,:,•••••.•••••.._.
IfFamily Exemption is claimed at audit,give name,relationship arid basis-for Claim:~.;.'- :'.
t'I...
Jo Ann Kaufmann,Executor hereby claims Fami1y'Exemption of $1,000.00,
.as she and decedent lived together in same household at time of said de.cedent's
'death.-
List any advancement or distributioll on account that has been made,and nature and amount of same:-
NONE
If'-
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemizedelectio~,s
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
I,
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Jo'-Inn Kiufmann Cole.,
I Jo Ann KauftDann Cole
/
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
daughter
daughter
$1,000.00 family exemption;
residue
The above named Fiduciary or representative thereof,
being duly__~~~!.~doth depose and say
that the facts set forth in the foregoing petition are true
to the best of her.:'knowledge and belief.
·····.§~()..·!!················.,·········1 and subscc;bed bebe
me th;LnI...,daY,Ofi.,n.n~:.~~~
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Signature of Officer.,~.:.::~L£~..................•......"\.'~'.. .
Title of Officer Ng.tJ~!.y.r.]JQ~.!9._ .
Wss~ing~on,was~ingto8C~~£y'Penna.
.Office.expl res F.~J?7.,~_
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And your petitioner will ever pray,etc.
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Jo Ann Kaufmann Cole.
Estate of..·.....l<ATHR.YN...I.,...Kh.UFMAJ..'Ut,...
Fiduciary :!.~~!1.~~~~~~~J•...~~.•
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PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
£1 ~tfr OL
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S111h\JO ij3J.SI~3tJ
ONH:lVvi 113SSn~
II.2 ~~d
Counsel of Fiduciary will submit herewith the
following,in co~formity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.;Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not fil.ed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and .itemized elections if ·any
distribution in kind.
10.Copy of Fed~ral Estate .Tax return ifes-
tate is subject thereto.::.
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:,Al~xander McIlvain~,arid ."\',~,".;J.Frank C.Carroll:.:..;'.;r7 ....,;.~.;."t ..
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II Attorney .,...;~~~
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Q!ommouUttalt4 of tIltUU.6Hluauta.~5B:
Ila1i4iugtou~monntg.~
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
on the 11th.day of February A.D.19 69,before me,
Russell Marino ,Register for the Probate of Wills and Granting
Letters of Administration in and for the C<mnty of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
late of
Ka thryn I.Ka ufmann
City of Washington in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Jo Ann Ka ufmann
rixtheExecutl»'in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do'
grant these LETTERS TESTAMENTARY,unto the said
Jo Ann Kaufmann
committing unto Her the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and reqwring Her
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just and,true acco1.)llt of said ~dministration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this 11th.
day of February in the year of our Lord on~'thousand.'I':~.':'.,'.~~.,"
nine hundred and Sixty Nina
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Register
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Should my daughter,Jo Ann Kaufmann,fail
LAST ~vILL,AND TESTAMENT
I devise and bequeath the residue of my estate,of
1Idirectthatallmyjustdebtsandfuneralexpenses
I appoint my daughter,Jo Ann Kaufmann,Executrix
SECOND:
FIRST:
THIRD:
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.!I.I,KATHRYN 1.KAUFMANN,of the City of Washington,Wash-
I!ington County,Pennsylvania,declare this to be my last Will,and
III;revoke any Will previo~sly made by me.
IIII
i\I.shall be paid from the assets of my estate as soon as practicable
II'IIf after my decease.
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.'11jtIi every nature and wherever situate,to my.daughter,Jo Ann Kauf-
'II!'IIi mann .
.!!IIII
II of this my last Will.
Ii11'-
II to qualify or cease to act as Executrix,I appoint my son,
!IIi!I Charles W.¥.au~ann,Ji.,Executor of this my last Will.Further,
I:I direct that my personal representatives shall not be required
q
"Ii to give bond for the faithful performance of their duties in any.il
:1Ii jurisdiction.
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,1il this
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IN WITNESS WHEREOF,I have hereunto set my hand and seal
§!,day of,Apri1,1965.
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Signed,sealed,published and declared by KATHRYN I.KAUF-
MANN,the above named Testatrix,as and for her last Hill,in the
presence of us,who,at
presence of each other,
hereunto subscribed ourI;
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her request,in her presence,and in the
all being present at the same time,have
names as wi72es.()~/
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My
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!\ffibnutt (@f 1fxrrutnr (@r !\~mtnt!itrntnr
j;tntr of Jrnnaylnnnin.las:
C!taunty of Iht!i~ingtpn ~
Personally before me,the undersigned authority,a.;NQ.t;:.a);,y,P.¥-'b..l.:j,..~in and for said
County and State,appeared J..9.A.r.m Kay.fID~.P..P..who,being duly
sworn according to law,deposes and says that She is the executor oK~KQtxm.Kof the estate of
...............K§.~.h~.yn J.~~§.HJm~nP..deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of.....K~.t:Jn:.y,n ....I ..\,....Kay.fmann....,
deceased,except real estate outside the Gommonwealth 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
item made by the above named Executor M~t9K
.~ay ~~::=.~hiS /~.._t);~~~£!._:_ _
wa~5fi,:;·"~aS1'i'in..··t"bn""CC5U'i'i't'....·;·N?e~n~~~~nta.L-
com.expire's Feb.20,19~1'ADDITIO~AL INSTR~CTIONS
1.An inventory must be filed within 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-<?eluding 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
'..
lJuututnry nUll .Appraistmtut of the goods and chattels,rights and credits which
were of ~.lliRY.N ~..,~ltfNA~late of g.!~y.QJ W.?~.hJ!}g,~.9.?;L ~:..
Washington County,Pa.,taken and made in conformity with the above affidavit.
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REALlY:
Seven room and bath frame dwelling situate in the
Seventh Ward of the City of Washington,Washington
County,Pennsylvania,known and designated as 415
West Hallam Avenue,Washington,Pennsylvania.For
more complete description see Deed Book 1033,page
705 •
DOLLARS
$7,500
CENTS
00
TOTAL REALTY------------------------------------------$7,500 00
PERSONALTY:
81 shares common stock of General Motors @78.3125 6,343 3125
1 lot of household furniture valued at
Clothing
154
25
50
00
To~a1 Personalty-------------~---------------------
TOTAL ES TATE.'
$6,522 8125
$14,022 8125
.,
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Inventory and Appraisement
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IN THE ESTATE OF
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-?,,'KATHRYN I.KAUFMANN,-";.
Deceas'ed~":/
)Filed ,19 .,
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STATE OF PENNSYLVANIAr
WASHINGTON COUNTY,~55:
The within named Accourntant being duly sworn according to law,dep:yse and say that the above account
as stated is true and correct a=~.h~._.QQ.~~.._veri Iy believe.
Sworn and su?scribed :Jefore r:1e this ~./....
day of -~~.~~~_~~.:~.~_._ _19..f?9..~._?'-;'~....,~..\.."-
4 To .=-
•.-'.A~~--:"t<~~~·"·N'ota;r~i"·Pu·il:ic·:·~... - - .
Washington,·~i{~~h,i..nlt§i1~County,Pennsylvania
My commiss tO~~txR~O::~e,s~Fe'b.20,1971.
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\Va'shington County,ss:I do certify that I have given legal.notice 'to all persons
concerned of the filing of the within account in the manner
prescribed by Statute ard Rule of Court,as evidenced by proofs
thereof filed to No.kA...-::.fcf-:.£.1.L..1!.
Wit~{;y hand .Jnd official seal thiS.....d.._~__..__.._....
doyOf.·······~~90 .•
Register of Wills
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~<.,U'I ~~ii,"='~,}~~i ~§.~'69 0021 PM 2 39 i~.J Eo<<l:l :co tt l-l ~~.~.<11 ~!8 Ei ~~1;;~~j 4-l 4-l ::::3 ....~:Ii".-j ;~~~RUSSEll MARINO ~~'~~'4".,;j REGISTtR Of WillS ~~'~.~~§;!WASHINCTON CO••PA.~~~:Q)i ......«"~
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The Court is respect ully requested to determine
prop.'d~t';f%:i?e
Counsel for Accountant
The First and Final Account of JoAnn Kaufmann Cole,
Executrix of the Estate of Kathryn I.Kaufmann,Deceased,late
resident lef the City of Washington,Washington County,Pennsy1vani ..
. i
PER INVENTORY AND APPRAISEMENT
INCOME:
Unearned interest repaid on loan of decedent
from Pittsburgh National Bank
3/10/69 General Motors Corporation Dividend
6/10/69 General Motors Corporation Dividend
9/10/69 General Motors Corporation Dividend
Total amount of assets
Total amount of credits claimed
Balance due
i
$~4,022.8125
246.02
68.85
89.10
68.85
$14,495.63 5
5 709.59
8:786.04];
'",,~.....~•..............Il ~____'__'I,
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The Accountant claims credits out of this estate,
as follows:
PATIE
Stewart F.Barnhill
Washington Hospital
G.3.Hess,Jr.,M.D.
maternal Revenue Service
West Penn Power Company
D~lumbia Gas System
Citizens Water Company
Bell Telephone Bill
Pittsburgh National Bank
REMARKS
Funeral expense
Hospital bill
Medical Services
Balance of 1968 Income Tax
Final electric bill
Balance of gas bill
Final Water Bill
Final telephone bill
Balance due on Home Improve-
ment Loan
AMOUNT
1,142.0
1,174.5
215.0
FOLLOWING ITEMS ADVANCED BY Frank C.Carroll &Alexander McIlvaine:
Russell Marino
Observer Publishing Co.
Washington County Reports
Notary Public
Russell Marino
Russell Marino
Russell Marino
Notary Public
Letters
Adv.Letters
Adv.Letters
Affidavits
Filing Inventory
Short Certificate
Filing Account
Affidavits
18.50
14.00
14.00
2.00
3.00
1.00
16.00
2.00
Total advanced to date ---------------------------------
Frank C.Carroll &
Alexander McIlvaine Attorney's Commission
70.50
725.0
I TOTAL AMOUNT OF CREDITS CLAIMED $5 709.9
Washington County Reports \l
'\63 SOUTH MAIN STREET
WashingtOD,Pennsylvania
(PUBLISHE:l BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF;JF PUBLICATION
In compliance wif1 the Ne;;>,spape~Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragrap:1S (3)and (;:5).
COUNTY OF WASHING70N 1
STATE OF PENNSYLVANIA (SS.
Personally app~arerl befc.re me,a >Jotary Public in and for said ':ounty and
Commonwealth,:::HARLES c.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of -j)e WASHI::-JGTON COm'lTY REFORTS,the
official legal peri~)dical fJr said Vashinrton County,pllblis't.ed weekly having its
place of business:at W"shington,Washingtor.County,Penllsylvania,and is act-
ing as its agen~in t'l-is be;,all tha>t the said WASH=NGTON COl'NTY
REPORTS was ,"stal:olislre:l on ME-rch 31,1920,and was de!ignated as the official
legal publication for W..shington County,Pennsylvania.by order of the several
courts of said Coont"d:ned November 11,1920;that tr.e p7inted noti':e or adver-
tisement attac'hec he~·eto·is a cop:.of a notice or adver.i:;ement,exactly as printed
or published,whi:h appeared in tJ:·e said legal periodical in its regular i~sues on the
following dates:
_Eebru.ary..2D.,...2.7.~.1.9.5.9..
_Max:clL..6.,.l9.6.9.:..
that the affiant or the corporatioll in behalf of which he is ..cting is not interested
in thc subject matteI of said n,)tice or advertising and tl:at ell of the allegations of
,~..lHd..i'·{7~;i;"d ~~:~~t'.:~
Editor
Sworn to and )scr:bed before me this
....6t~.~a~d _~..t'.~i~;;'J96...c;L
22U;;;1.£..~.(,,~eF
KATHERINE C.YAFD,Nolan'Public
Washingtol,Was/i"ngton Co'"Pa.
My Ccmmissicn Expille~
NOJember ;,1969
Estate Notices
The Register of Wills has .~ranted letters.
testamentary or of administration,in the
following estates.Notice i.hereby given
to all~ersons indebted th~reto to make
payment without delay and to those hav-
ing cla::ms or demands to present ~hem
for settlement to the Executors or Admin-
istrators or their Attorney!.
• • • • • • • • •G •••••e •
KAUFMANN,KATHRYl:'I.,Dec'd.
.Late of~Cl.ty~f Washington,Wash-
ington County.Penna.'.Executrix:Jo Ann Kaufmann.415 W'Hallam Ave.,Washington.Pa.1530i
Attorneys:Alexande:-McIlvaine
Frank.C.Carroll,33 W.Beau St.:W8shington,Penna.15301 ,
-t·
/\C\
.'Observer -Report~r
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the New~paper Advertising Act of 16 Ma~',1929,
P.L.1784,a:s am~n!led.
Commonwealth of Pennsylvania,County of Washington,SS:.
Personally appear,ed before me,a Notary Public in and for said County
and State,_._Ri_c.ha.rd.~._•._G9.w.an.,who being duly s>worn
according to law,deposes and sa~-s tha;t he is the ~e..~.r.e_t_a.r.y ..
of the Observer Publishing Company,a Benns>ylvania corporation,and its
agent in this behalf:that the said Company is>the owner and pu'blisher of
the Observer-Reporter,sucC'essor to The Washington Observer,established
September 18,1871,and The Washington Reporter,established August 15,
1808,a daily news,pap'er of gen~ral {lirculation,printed and published and
having its place of business at Washington,W'ashington County,Pennsyl·
vania,where it or its predecessors have been established and pUrblished
cont.inuousIy for more than six months'prior to the publication of the notice
hereto attached;th8lt the printed notice or advertisement hereto attached
is a copy of an official advertisement,official notice,legal notice or legal
advertisement,exactly as printed or published in the Obs1erver-Reporter in
its regula;r editions on the following date or dates;..
....._~~p..r~_~.!:.Y ).9.?.g ~.~.Q ~.~X~.~?..!!_9..g.9..
that neither the affiant nor the Observer Publishing Company is interested
in the subject matter of slaid notice or advertising and t·hat all of the all-ega-
~~~~:.'hi,ott.davit ~toth._~~'.Plli:Z;l0 publl"tioo
•EXECUTR'IX'S NOTICE "-:ES~ATE OF Kathryn 1.Kauf.'!Jlann deceased late of City of Wash-rI,mgton...Washington County,Penn.;"sylvania.,.,.
.,L.ettefs ,'tar&,',u'n thej
ab(l'(eJ..e~ta!'g'.lleeJi1trantedlto-the-\Inde ..•.!given:to""t ."reby,make im 0 to,.those hav'and tOI
'present the . . e "fdaIto;
Jo Ann Ka fmahfiExecutMJI:.415 W,Hallai'tiihvenue
Washingt0!1,~Ylvanla 15301Alexandcllvalneand
Frank ."roll Attorne,y33W..l,!'Street
WashingtclIi"".Pennsylvania 15301
.69042·Wed,-3T
Sworn to and
W.28752
sUbscr~~e;.0re me'this...5.......day of.Mar.ch...l.9.69·····U1~~A~ET~¥ey/
WASHINGTON,WASHINGTON cou~ff
MY.COMMISSION EXPIRES MAY 6,197?
3JntQf Ql)rpQUnB'aLaurt af lIuBQinglnn aLauntu
In the matter of the Audit of Account in
--lj.
Estate Of_-=KA.=·:....:T=-=HR:.=.:..y=.;N:..:...-.=I-=-._KA=-=-U-=-=-F:....:MA~NN:::::..:....z,1
Deceased.
TO THE AUDITING JUDJ.E:
No._6_3_-_69_-_l_8_7 ->,~xx~
Enter ~o~u~r appearance for Jo Ann Kaufmann,'now Jo Ann Kaufmann
Cole.Executrix of the above-captioned estate.
o xecutr~x.December 19~
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
(;f)<:
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..
No:63-69-187 .l~XX~K.
In re Audit of Account in Estate of
KA THRYN I.KAUFMANN,
Deceased.
AUDIT
'rarripr fur Apprarancr
FOR
Jo Ann Kaufmann,now
Jo Ann Kaufmann Cole.
Executrix~
Alexander Mcliva·.:ime and
Frank C.Carroll
Attorney
'~'2
~n t4t Qtaurt af Qtammnn Jlttt.6 af IlIttsqingtnn Cltaunt!}.
Jtun.6ylttttnitt.®rpqnns'Cltnurt Bittisinn
ESTATE OF
Kathryn Ie Kaufmann,
deceased.
63-69-187No._--==-----=-_--=-_
In the matterof the First and Final
Account of J Jo Ann Ka J]fmann
Executrix
ADJUDICATION AND DECREE
And now JanUAry /:1 19-+0-,this matter came on for hearing,
audit and distribution at this session and testimony token;'and thereupon,upon due consideration
thereof th~baLo.pce;fer distribution in 1he hands of the Ac.countant.is deter",!i~ed to be
$tj,7th..Oq.and the account is accordIngly confirmed;and It IS ordered,
adjudged and de:reed that the said balance be'paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg,or an appeal be taken herefrom sec.leg.
~v ~/-O_
SCHEDULE OF DISTRIBUTION I
Balance per account,_
Additional credit asked at audit
Balancc..e _
Deduct Clerk's Costs &Receipts _
At'torney .=.,;M~c:.:I:..::!:l~v:..l:::a~i~n~e~&::.......::C:.:::a::=.,r._:.r..:::o~l...:l""___
24.00
Jo Ann Kau~ann,now Jo Ann Kaufmann Cole,daugh~
ter,residue~iLcluding real estate as hereinbelpw
described,01 shares common stock of General
Motors Corp.;1 lot furniture;1 lot of clothin~;
all held in kind and distributed as such at the
appraised value,per election filed,114022.81
Russell Marino,Clerk O.C.,costs in certifying
real estate to Recorder,
John D.Woodward,Recorder,costs recording cer-
tification of real estate and registering same,
Russell Marino,Agent,transfer inheritance tax,
transfer inheritance tax due on probate assets
only,
Contribution to maintain assets of estate in
kind,5770.11
$14,022.81
No balance
REAL ESrATE TO BE CERTIFIED TO THE RECORDER pF WASHI]GTON COUNTY
BY THE CLERK'OF THE ORPHANS I COURT DIVISIOl
Kathryn I.Kaufmann,devisor,to Jo Ann Kauflnann COlE,devisee,all
the,right,title and interest of the devisor in and to Iarcel of improved
r:oeBJ.l es ta,te known and described as,VIZ:
ALL that certain lot or parcel of ground sit~ate in 1he Seventh Wa.!J'd of
,,
0 §::s Z....
.~~....p:r
~c (1)::s 3~.....
~a 0 0...~-'..
t'\0~..........._.:r
b (1)
t ,=..~~
s~~
'"~
r
9~ejal bas 91jlj tjrl81~
!~Beb baa nwo~ejejB'
~.i ".
the City of \oJasbington,Washington County,Penn ylvania,being parts of
lots number 99 and 100 in the plan called "AlIi on and ompany's Addition
to the Borough c·f Washington"said plan being r corded on the Recorder's
Office of Washir~ton County,in Plan Book 2,pa
more particularly bounded and described as foIl
aid parcel being
On the Northerly side by lot now or formerly of Mrs.Mary W.Rankin
(being Lot No.:01 in the plan of lots hereinab ve refe on the
Southerly side of West Hallam Avenue (formerly irst the Easte
~y side by lot now or formerly of W.J.Aber,a on th Westerly side by
lot now or late of Mrs.Birdie M.Blond;fronti g 35 fe t on the said West
:..'Hallam Avenue a~d extending back therefrom in a Northwe terly direction
on the same untform width 100 feet to the said irs.Ran ints lot.
'BEING the same premises conv.eyed by Edward K ufmann,
ay of A 1961,~here-I
o the w·thin lot vested in I
Estate of Mary B.Kaufmann,Deceased,to Charle
I ,I.Kaufmen~,his wife,by deed dated October 30 1958,
Recorder's Office aforesaid in Deed Book 1033,page 705
1
The said Charles W.Kaufmann died on the 20
upon by operati.on of law,the fee simple title
of the
Kathryn
,
record in thel
I
his wife,Ka.thryn Io Kaufmann,as tenant by the entiret·es.
CERTIFIED TO RECORDER:FEBRUARY 6,1 70
,;t
'-':~
No..
======
In the matter of the
Accountof
..
of Estate of
1\~jubitutinu nub ittrtt
FI L £D,
'70 JnN 13 PH 2 fa.
RUSSEU.MARrNO.
REGISTER OF rnu..s
WASHtNGTOff ca.,P'Ao;
\'\~~\'t-
~a
IN TIE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHA NS'COURT DIV IS ION
·.1/
IN RE:ESTATE OF KATHRYN
I.KAUFMANN,DECEASED.
)
)
)
No.63-69-187
AND NOW,this
ELECTION
r,
g day of l\~v=y.<.fJ,;j ,1969,I,
JO ANN KAUFMAN~,now JO ANN KAUFMANN COLE,hereby elect to take
in kind,as my distributive share in the above Estate,the fo1-
lowing assets:
PERSONALTY:
81 shares common stock of General Motors
Corporation @78.3125
1 lot of household furniture
Clothing
Total Personalty
REAL'IY:
6,343.31
154.5C
25.0C
$6,522.81
Seven room and bath frame dwelling situate in the
Seventh Ward of the City of Washington,Washington
County,Pennsylvania,known and designated as 415
't\es t Ha 11am Avenue,\"ras hington,Penna.7,500 .00
Total Realty 7,500.00
(';
Jo Ann Kaufmann.
now,Jo:!Ann Kaufmann Cole
I
I
J
Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF W.A ~ij J N G.J'Q.N .
copy of which is heret~attached.}
N~me and address of att~rney or}
other authorized representative to ...
whom all cor-respondence should be.
mailed.
IMPORTANT:This return must be corr.pleted in detail and filed in duplicate,'with will attached,with the
.Register of WHIs of the County where decedent 'resided;Return is due within one year after
date of death,unless om extension is granted by the Secretary 0 Rev •(Section 703 of'"
._th~.Jnl)erit~nce..an!l.E.state .T.ax l\c~of l!H>l.)
IN THE MATTER OF THE'EST&TEOF }'AFFiDAVIT OF--~~XN-k~,!;;;~~;;-----------EXECUTOR
Late of Was..h.ing.t.Qn County AmwrJiUg:~
.:::.::r;:::~;;;~~:_:-~_:=:~J'"?J -
..................................................................Jo Ann .Kaufmann...Eecu!Dr
~HBlli-X of the estate of the above-n~med decedent being duly sworn,depose S and say S :
Decedent'dJed J.a.ny.~.l=:.Y.2.l.,,19 6..9 ,r testate leaving a last will,
(Month)(flay)(Y""r)L*)e~
Alexander'McIlvaine and...............Frank..C Carrol.l.,Esq..
33 W.Beau Street
washI"iig·tc)n~·PennsyI"vanIii'15301
That as such deponent is familiar with the affairs of said estate and the property con-
(1':X,,01l'-Or-AdminiBlralor)
~tituting 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 d~puty of another,or in decedent's individual name,with right of access by another as agent
:>r deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOInT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO_DEC~DE~~
NONE NONE
That the c3ntents of saii safe deposit box or boxes are itemized under Schedules of thi=
return,with the exception of the following,ror the reasons hereinafter set forth:
That Sc.hedul.~A attached l1ereto and made part hereof sets forth fullv and in"detail all th=
real property in the Commonweal th of Pennsylvania of which decedent died having an interest therein:It
also'sets forth the mortgage encurrbrances'upon each parcel of real property at the.dat'e·of death;'-givin@:
the amount still du~at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also s~ts 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 ScheoulE 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
..'.'.~"'t"~'.'c"of deposit,savings banks,trust companies,or other institutions,whether individually,.0i""'..1,n trust for
any other person or persons giving'also separately the accrued interest tbereol)r'j,r:~nY,...do'n·}o.the last
interest day prior {,o decedent's death in the case of savings banks,and to the'\tat;.·6fJd~cea~mt~sdeath
.::.'tJ .t""'...';A~."".......in all other cases;all bonds,postal savings,treasury certificates or notes and/other ev~dence.of in-.i.l.~::.........•.,.._'-J1'..
debtedness of the Uni ted States 110 the decedent;all obligations,..whether !>y statutelor agreement they
.-'~''-J"are,des~gna~ed as tix fr,e!,of the ~ni ted States,or .any stat~,o~~ol1ticaleu~Jvision ,,~h.~r:.eor,or cf
any foreign country,which are owned at the time of -death;all'wearing lawarel,/jewelrY'''Asilverware,pic-
tures,books,works of art,household furniture,horses,carriages,autPmobii~~~~~itS~.~~~d!nyand all
other personal chattels of whatsoever kind or nature,left bydecedent,togeth~r with,.~~~.!.airly estimatEod
market value thereot.';all bonds and mortg8!!es held by decedent and of all claims due and owing deceder.t
at the time of death,and all pramt'ssory notes or other instruments in writing for the payment or monEoy
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the rae:e
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefl:J the reasons for such depreciation 'as co'each item;all moneys payable
to the estate from 1ife insurancE"policles carried by decedent;all annuity and endowment contracts the
proceeds of which w~re payable upon the death of the decedent;and all the corporate stocks and dividendS
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent ~t the time or death,with the market
value thereof at such time.
'I
,.
1]
.,
--i'~"~
\
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,withi~_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 transfe~ee and
all other facts of a pertinent nature regarding said transfers.I~the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached~o 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,individually,.orjointly with another,or any power of appoint-
ment vested in decedent,either i,ndividuall,y or jointly,by the Will,deed,or other instrument of another,
with a copy of the instrument creating such power attach:d t~the schedule.
That Schedule'O attached hereto.and made part hereoF,~ets forth the names and addresses of all
~ersons 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,and the relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real 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 accru~d 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 :i.f 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",nCR,"E",and "F"as directed therein,.
have been carried forward and properly registered in the Summary.
Subscribed and sw~rn to before me this /.~..
................"d:YOf ~19 9..9..........................~~~~_..'..t~e;:~t:':;~~~=_
Washington,Was'hington County,Penna.Washington,Penna.15301
My commis s ion expires Feb.20,1971...··i'city ;;..·T-;;;;;:;.;,~;,a,·..s;;T ·..···..· · ·..
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.
J
RCC-34 (1-6~),
COMMONWEAL:TH OF PENNSYLVANIADEPA~TMI:NTOF REVENUE
B'UREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
#EAL PROPERTY
/(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
(2)
ESTIMATED
MARKET VALUE
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
The real property located In the Commo('lwealth of Pennsylvania should be
described by lot and block numbel,street and street number,together with
a general description of the property,with a reference to the record of the
conveyance by which the decedenlt took title;if a form'state number of a-
cres;also statement of mortgage 03ncum~rances upon each parcel at death
of decedent.Taxes,assessment!.,accr.ued Interest on mortgages,etc.,are
to be listed on Schedule II FlO and must not be deducted.from this schedule.
Real property in Pennsylvania,with s~atement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property heid as joint tenarit or tenancy by entireties,repo'rt on Schedule "E".Property hr.ld by
thed.e.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 interestonly.-------------------.----~------,-----_:
Seven ~oom and bath frame dwelling situate
in the Seventh Ward of the City of WashingtDn,
Washington County~·Pennsyhania,known and
designated as 415 West Hallam Avenue,
Washington,Pennsylvania.For more com-
plete description see Deed Book L633 ,
page 7o.!:.-.
J
Insert this,total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on th'e last page of this return.
$7,500.00
RCC~35
:-'
t.COMMONWEALTH OF PENNSY.LVANB.
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
(
I'~
INSTRUCTIONS:This Schedule must disclose all tangible and intangible pecsonal 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,title~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 certif1cates,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 intere5ts,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
List and'describe fully
UNIT
VALUE
ESTIMATED
MARKET VALUE
DEPARTMENT VALlMTION
(Do not write in
this space)
1
2
3
81 shares common stock of General Motors
Corporation @78~3125
1 lot of household furniture valued at
Clothing
/
$6,343.31>5
154.50 ~~
1__--::.2=..5~.O~04-~~~
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X
$6,522.8125
RCC-36'
COMMON1l'EALTH OF PENNSYLVANIA-
TRANSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TR..I\.NSFERS
(1)Did decedent,wi thin two years of death,make any transfer of any material part oLhis estate,without
receiving a valuabl~and adequate consideration therefor?(Answer yes or no)~NU _
(2)Did decedent,with~n two years of death,transfer property from him~~bf to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)1.'4 _
(3)If the answer to (t:'or (2)above is in the affirmative state:
(a)Age of d~cedent at time of transfer _
(b)State of'decedent's heal th 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)~O '
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)NO
(b)What was the transferee's age at time of decedent's death?NOT APPLICABLE
(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 bef'ore 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 sha~possess or enjoy the property transferred or
income therefrom?(Answer yes or 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 tFfasferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or 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 (6)above is in the affirmative,was the power to alter,~mend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes 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 ceath 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 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
MARKET VALUE
(Estimated)
NONE
DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.NONE
·.
··..CCM\lIjNwFALTH OF PENNSYLVANIA
[;:\\'::'FFlt Ii\HFlU'l'ANf.E TAX
llFs Il1F~T nECEDENT
SCHEDULE "E"
JOINTLY OW~ED PROPERTY
I:'\STRlT,TIO!'iS:This sche:lule must disclose all property,real and personal,owned by the decedent jointly
with another or l)thers,inclt:.ding intangibles,standing in the name of the deceden{;and others.List
real estate first"as enti.reti~s,or ,joint tenants,giving brief description,as indicated lmder Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real,estate vlilue in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisi tion,and the n'ame,address and relationshi;J (if any)of co-O'wners to
the decedent.
Description of Property,Date of Acquisition,Name 1 unit perce-;;t~~---E;tat;
Address and Relationshi"of Co--Owners,and Place i Value Share Valuation
of Record of Instrument,wtt€re Real Estate.I
DEPARnffiNT VALUATIOI'f
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interes~
Savings Account No.12790 in First
Federal Savings and Loan Assn of
Washington,Penna.,in the names of
Kathryn 1.Kaufmann or Charles W.
Kaufmann,Jr.-value as of date
of death -~a~uary 21,1969,$9,945.2.
1/2 taxab1e---------------------
This account was opene May 16,1961
~#
L \..
--------$4 972 4,.
Insert this total opposite "Jointly Owned Property",Schedule
in the "As Repo~ted"column on the last page of this return.
I-,,
!I
iI
I
III
II
Ii
'.RCQ"3..7 ,',(12-63)
C'OM1\ION\\'EALTH OF PENNSY\'LA~IA.
.TRANSFER INIIERITANCE TAX
RESIDENT DECEDENT
-.
SCHEDULE "0"
BENEFICIARIES
..-
(
h
,RELATIONSHIPBENEFICIARIESANDADDF:ESSES -(If step-children or SURVIVED DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest.vested,contingent or other 'are involved,set STATE YES .IN ESTATE
wise.in estate)forth this fact.)OR NO BIRTH
Jo Ann Kaufmann daughter yes.res idue
415 W.Hallam Avenue •
Washington,Pennsylvania 15301
,
,
.
.
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
-....,.....
'.}.~
..:.~,..
SUMMARY
Real Property (Sch."A")
Personal Property (Sch."B")
Transfers (Sch."e")
-!.~.~J:1.t.~.Y 1I.~J 9.l?:r.C?p.~.~.t:Y .
Gross Taxable Estate ..
(1)
(As Reported)
$..7.,500 ..0.0..
$~.,.~.~.~..~~J.~.5..
$J:lC?t:l~.
$4,.9.7.2..•..64 .
$.
$1.$.;·.g:9'5.ILPS..2'
(2)
(As Determineu)
$2 ~PQ:..9().
$~.Sr2d,..fl.
$.
$~...77¢(.(/
$".
$.:./:.:l;.9..f2.,5!'s
f-Z '0IV~CJl
~"IV
Z CJ~IV
CJ'J Z t:l-~<:~~~Q.c t:::Q.c 0 ~-(til 0::c ~~:
~~~be'::C""'t..<.t::~~0 ~H .,-l :CJ'J
~~.c:~00:0 tU:
~~;3:
~~~~<:....-0~Q)....~...l
1::'c::ou
\..'~i.'.""t.I:).:-j ~,
,;~"'::''.';,.".'
<.-.•.•.•
R CCoB I (2-64)
'COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
JO ANN .KAUFMANN
IN YOUR REPLY PLEA.E
REP'ER TO 37 -185-3
j
In Re:Estate of ---'KA~T~H~R~YN:.::.....=I~.-:.KA~UF~r..:.:MA::::.:.NN::.--_
_____-:W~A=S~H=IN~G=:..=T~O.::.N County -File No.63-69-187
De ar Miss Kaufma.nn~
You are hereby lIlotified that the .original
appraisement in the estate of Kathryn 1.Kaufmann
has been filej in the office of the Register of Wills of Washington
County on March 21 ,19.22.Said appraisement reflects'the
following valuations:
Real Estat.e 7'-i....5~O~O~.~OO=___
Personal Froperty ~6~~52=2~.8Tl~--
Jt.Held ~_----~4~-u~.L.:72::.!~~64:J:.--
Total -'--__--.-__lol.:81ol"....91-9l."o5u.a4...,,5__
As to such ~ax that is paid within three months.from date of
death,a five (5%)percer.t 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 ~nnum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date .:.;;M..:;:ar:-c::.:;h::......;.;2..:;:1:LJ....;·1::::..;9~6;..:9 _Sign.dA!c?ed~~i2 dJk'
Ti tie W.R.CHANEY,CH 'APPRAISER
DATE OF DEATH:January 21,1969
Note:This is not a bill.
QCC-3.9 1~67)
:':OMMONWEAL TH OF PENNSYLVANIA\
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
..
KAUFMANN,KATHRYN I.
FILE #63-69-187 .'
January 21.,1969
SUMMARY
I~~he unrlersigned
#63 WasBlington
FILE #~-69-187
the real and personal
opposite each item in
n,EPOHT OF INHERITANCE 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 colwnn to the right in Schedules "A","B","C"and "E".
~~....-.J~~~~~:"'A-P.2P~~~AfS~01-21-69
03-21-69Dated:
HF.I'O'iJT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for _
Coun ty,Pennsylvania,do 'I'SPr:f:tflllly report that I have allowed c.eductions in the amounts
claimed b;y deponent,exc'~1 I as to those items where a greater or lesser amount is set forth
in the last column to tile right in Schedule "F",which greater or lesser amount represents
the S1.un allowed as a deduc tion.
Dated:
REGISTtR OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALu~AS REAPPRAISED
$7,500.00 $7,500.00 $6,522.81:=:='6,522.81 '-----------------
INVENTORY
Real Property (Schedule A)
Personal Property (~clH!(lule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
rOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
---'~
4,972.64:=
18,995.45._
=====.-
-----,_._-
4,972.64
18,995.45
=====.-======:=
Valuation of life estites or
annui ties . . . . . • . .*_
'.E~T~TE TAX ASSESS~mNTS ~_
,I
CO~WUTATION OF T~~FORCSE OF REGISTER ONLY
Tax on $,________R%
T ax on $~"o
T ax on ~0)--------Tax on $.1!,)%
E~emptions :=(':')
Total Es tate _
TOTAL TAX
Less tax previously paid
BALANCE
Less R%of tax if paid within
3 months after death
$-------~------
$------
$---------
*=====~=$------
*=====:=
(,:,)As eviden"ced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
3ALANCE OF INHERITANCE TAX DUE St _
Add'interest at rate of A%from
to $_
AMOUNT OF ESTATE TAX ASSESSED *_
Estate tax paid $_
BALANCE DUE *_
Add interest at rate of 6%fromto *_
TOTAL TAX BALANCE $_
PAID $
FOR USE OF REGISTER QNLY 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.
:~~iniStTatiOn t No :Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.....1{j\.'I'~XN ..:1:.~I9':lJr.~.
Deceased
Late of WASHINGTON .
County of .~As.~~N.<:}':l''>.N.
Commonwealth of Pennsylvania
REPORT ANI)APPRAISAL
\
,
~
I..'
'",~
Fonn'RCC-2 ;
COMMONWEALTH OF PE~NS\;LVANIA DATE .................~c.~.:.~~~~.'....!..?~.~...........I ~ErARTMENTOF REVENUE ,'.~..,RESIDENT INHERITANCE TAX COUNTY ........................::w..~.~.~.z.?:g~.9.~......................BUREAU OF COUNTY COLLECTIONSi APPRAISEMENTHARRISBURG.PENNA.1;127 FILE NO.......................Q..2.~.g.9::J::.?7 ................................
Whereas,...............................~~~hr.m...J..,.....~~~~....................................................late of ................................~~.~~~~~~...........................................
in the County of ................................W.Ci,.~.h~.~g~.9.;g,...................................................................Commonwealth of Pennsylvania,having died on
the ...................................2.l....§.t.........................................day of .........................~.~l!,~y ............................i9..~9....,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,................_............Ji.~.g.~.....Qb.~~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 CommonwealUl hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appral.ement
De.crlptlon of Allet Value.Made for Inheritance
Tax Purpole.
$
REALTY:
Seven room and bat:1 frame dwelling situate in the Seventh
Ward of the City of Washington,Washington County,Pa.,
known and desie:nat'Bs as Loll)W.Hallam Ave.)Washine:ton,
Pa.For more comnlete descrintion see Deed Book 1033,
oae:e.705.7,500 00
PERSONALTY:
~l shares s.tock of General MOto~B Corn.6)343.31
1 ,,,+"of''-,lr!.-.~lliL..'50.25.00C1othin,g !.,I,6.522.81 6,522 81 I
,..
I-
I JT.HELD:..
I Savings Loan ..
I Sav~s Acct.in t.he First Federal and
Washine:tc.n.Kathryn ii:"Assn.of Pa••in the names of
I.Kaufmann ar Charles W.Kaufmann,dr.4,972 64
Total 18,995 45
.
..........................\'iA$IfING':I'9..N...............................County
~"'"
FIL r'P D~'r,...·11_.,
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
P70 /nJ..i !1vHf\i.~Pr1 2 II-
.............~.':I'lmIN .:r..~...J~AY.f.MA.NN .
Deceased.
Late of
WASHINGT~~~.
Date of Death,~~WH.·y 2.11-196.9 ..
Appraisemel!t Docket Vol.,3.7..
Page,~.??:.?,N~A?:§?=~.?.7 .
Filed in Register's Office,~.~~h ?J.:J9 9..9.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,.
Wrote abo.ut Appra.isement,
Appeal j,.om Appraisement,..
Entered and charged,.
RUSSELL MARI~iO
RtGISTEH OF \VILLS
WAS HINGTON C0_.fiiA~
~
;
,.
DEDUCTIONS ALLOWED IN /
,THE }~M OF .••••...•..••~7Y:~(b.r
DAT~AP ROVED .......l.~-I7...~Z.....
\..
hJ -t 7-'/21
STATEMENT OF DEijTS, I
AND DEDUCTIOrtJ'S'~.REGISTER OF ~lLL6 .
AND AGENT OF TME COMMONWEALrM
"OFFICE OF TME
Washi~gtonOF-::..:..=.;~..=..:..::.o_....::....::~__COUN-TY
Form RCC·IO
I--------.1.----------1-------,---'1
ESTATE OF _K:.=a..::t..:.h:,:r:...,jy"-=n:.:-=.I.:.,--=-K:::a:..;u:.:f:.:m.:.:;a=-n=n~LATS OF _~C~l!::.:'t!::"Y1-~o:..!of......LWuail.lOs;uh~iu.n.eg,Jot..loou.nJ.....~
DATE OF FILING APPRAISiMENT March 13,1969 DATIi:0"DEATH January 21,1969
DATI!:NO.01'
VOUCH£"N"''''5:OF PAYEE REMARKS AMOUNT
'G.E.Hess,Jr.,M.D.
Intet:nal Revenue Service.
West Penn Power Com
Columbia Gas S
Pittsbur h National Bank
FOLLOWING ITEMS ADVANCED BY FRANK C CARROLL
Citi2ens Water Water i I---l--~~~~~~~~:""'--f-:!~-!lE...!::...5..!:......~-----+--~LU-'1
Bell Telephone ina!tele hone bill ~-~I--4-~~~~:":::":'~~~~~::":::""'_--+~~~~~~..=..=...:!:""'::----+-~~F-i1BalancedueonHome
Observer Publishin Co.d
Washin ton Count dv.Lett rs
Notar Public ffidavits
a
Russell Marino
Russell Marino
Notar Public
Frank C.Carroll &
Alex~nder McIlvaine
TOTAL ADVANCED TO DA TE
Atto
TOTAL
t
r
I
.)
n
Pennsylvan
1971.
awoIW A.ND~UaIlCRI~I:D~EFORE MI:TMIII d2 Iucrouer~69~..Ie~~~-
COMMONWEALTH OF coENNSYLVANIA . }
COUNTY OF WASilla;TON .•8:Cole
I.Jo Ann Kaufmann,now Jo Ann Kaufmann!H~IUIY CERTII'Y.TH~T.TO THC BUT OF
MY KNOWLEDGE AND SELIEF,THE FOREGOING IS A ~T fJ,ND TAVi ar'R:IlMSrT 0"DIlBTe,JOUNIEAAI.ItX1"IENSE8 AND IEX"EN80 01'
AOMmlSTRATION SUBMlnED TO THIt ESTATE OF t ryn .au mann a DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.