HomeMy WebLinkAboutOC1969-0547 - ESTATE OF MCCLENATHANi,
\
Form RCC-33
RESIDENT DECEDENT
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF WASHINGTON
J
IMPORTANT:This return must be completed in detail and filed in duplicate,'with will attached,with the'
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF mE ESTATE OF }
AFFIDAVIT OF Informant
.........J.ame S ..P.aul..,M.c..G.l.ena:t ha.n....E~K<XUlJXmX
(State full name of decedent)
Washington A»~~XXLateof.County::.:.~-~::~:~~;::~~--~-~~--~J"
..........................:r.~.1!l.~~~q.~~.!'.q ~g.9..~.~n.?:~.~c:it.:l...~~.'?~?:.r.1.9.:~~.~.:r.'.E1fii1UrX
or the estate of the above-named decedent being duly sworn,deposeS and say S
Decedent died .
Name and address of attorney or}James ..C •.McCreight.,.Esq M.c.C.r.e.ight,Marrin~:rJJ\'IQG..r.~~.ght
other authorized representative to
whom all correspondence should be 520Washington.TrustBuilding,Washing:t;Qn,.J'.a 15.3..Q.1..
mailed.
That as such he.1.r.deponent is familiar with the affairs of said estate and the property con-
(~~X1(!!Xi)Q'OO";KOOX
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,Or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
NONE
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and .made part hereof sets forth fullv and in detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for
any other person or persons giVing also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by.statute or agreement they
are designated as tax free,of the United States,or any state,or political subdivision thereo~or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverwarei'p~c
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left bydecedent,togetheI1 with the fairly estimated
market value thereof;all bonds and mortgages 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 b~less th~n the
face value,it sets forth briefly the reasons for such depreciation as to each item;all~oneys payable
to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and.dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
I
c:..
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 ~ets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,,ther.e is also attached to the schedule a cony
of the deed,trust agreement or other instrument creating the ~rust.Therl~is also set forth in said
schedule a list of all property,real and personal,with fts 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 individually or jointly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims oWing and Impaid at time of
death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Es~ate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,
have been carried forward and properly registered'in the Summary.
Subscribed and sworn to before me this ..,..
........................./...O ~day of ~19 ZQ
--~pu~~····-•...
WASHINGTON,WASHi~:GTO>1 CQU:nv
MY COMMISSIO~EXPIRES JUNE 25,1970
C;JJ ...L'Jl ~~~.!t::~__...(b<KIlt.H~gK'I»~RJx.k Heir
9700 Stoneham Terrace..................................................................................................................'.a......_.........·
....(Street Number)
~.~..~.~.~.~.?:~..~~.~.~~.~.~~.~..
(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 "Sununary"has been properly completed as above-directed.
~CC-34 (f-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.BUREAU OF COUNTY COLlECTIO~S
TRANSBER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;If a farm 'state number of a·
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(31
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this spoce)
Lot of ground in the Sixth Ward of the City
of Washington,Washington County,Pennsylvani~,
known and designated as Lots Nos.12 and 13
in the Colonial Heights Plan of Lots of
record in Plan Book No.6 at pages 2 and 3
in the Recorder's Office of Washington CountJ,
Pennsylvania.Improved with two story brick
and shingle residence known as 62 McClane
Avenue.Source of title:Deed of C.H.
Spriggs et ux.dated April 6,1925,of recorc
in Deed Book 532 at page 283.Valuation basec
on appraisal by Henry P.Bennet.
Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
$14,800.00
SCHEDULE "B"
PERSONAL PROPERTY
COMMONWEALTH OF PENfiSYLVANIA
TRAN~FER INHERITANCE TAX
RESIDENT DECEDENT
·RCC"35
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)'<'
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,
stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKEr VALUE (Do not write in
this space)
1.United States Savings Bond Series E
issued May 31,1960,in the face amount of
$100.0Q.104.96
2.1961 Dodge sedan two-door automobile $100.00 '"-~~
3.Clothing and personal effects No Value
.~
<.
Insert this total opposite "Personal Property",Schedule "B"in X X $204.96the"As Reported"column on the last page of this return.
RCC-36
.cmmON1I'EALTH OF PF-~NSYLVANIA
TIUiI:SFER INHERITANCE TAX
~SSIDENT DECEDENT
SCHEDULE "c"
TRA.NSFERS
(1)Did decedent,within two years ofdeath,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)No
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)~N~O~_
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)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)_
(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)~N~O~__
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others '--_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)No
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)No
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)__
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM DESCRIPTION
None
MARKET VALUE
(Es timated)
DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
----------------------------------.
RCC-SS
CCMM~NWEALTH OF PENNSYLVANIA
GTnAN~ITll INHFRlTANCE TAX
r~~IDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
n;SrRlTTIO~S:This schedule JTnlst 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-owners to
the decedent.
n ~~~~.i;t=i=o=n=o=f=P=r=o=p=e=r=t=y=,=n=a=t=e=o=f=A=c=q=u=iS=i=t=l='o=n=,=N=~=m=e'Tl=u=n=i=t::::r=p=e=r=c=e=n=t=;=g-=e-"1,-r===E=;=t=a=t=e==r===D=EP=AR=TME==NT=V=AL=U=A=T=I=O=N=
Address and Relationship of Co-Owners,and Place I Value Share Valuation CAUTION-Do not Write
of Record of Instrument,where Real Estate.!In This Space.
Checking account in Washington,Pat
Office of Mellon National Bank andlTrustCompanyjointlyownedwith
surviving spouse,Emma H.McClenat an
for more than 10 years preceding
decedent's death.
Value of
Entire
Property
Value of
Decedent's
Interest
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.
~RCC-37 (12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSr~INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.).OR NO BIRTH
Emma H.McClenathan Wife Yes One-third
62 McClane Avenue
Washington,Pa.15301
Mrs.Jane M.Schenck Daughter Yes One-sixth
459 East Fairmount Ave.
State College,Pa.16801
Louise McClenathan Daughter Yes One-sixth
2001 N.Adams
Arlington,Virginia
J.E.McClenathan Son Yes One-Sixth
9700 Stoneham Terrace
Bethesda,Maryland
Dou~las R.MacCachran Grandson Yes One-Twelfth
2~02i)Hamlin Street
Canoga Park,California
Kathleen R.MacCachran Granddaught r Yes .One-Twelfth
23025 Hamlin Street
Canoga Park.California
(
h
Deponent fUrther says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
None
OF THE
-<=
...........
Deceased
ESTATE OF
(Executor-Administrator.
must complete "As
Reported"column #1.)
~>4 "'d :;tj
'"1.-.'"l ~C'O0jl)~'"::!'"",.'"0cr::l "'d...,II)......-II)'"0><~"CII)C'Oc::r ...
~0 ~"C
trl ~
'"
,..,..'<II),..
C'O
C/)c::~~>::l:l
W V)V)~
()()
?"?"?"
d 05_>:::::::---
-Ee ~~~-Ee -Ee
t---'~~iU1"';--I:="
'0 ..::l:l_
0 'l\.>ro§~
:-1:=",0 00-
:.:I ,-1:="o~
~..~:0\"-0
0\0
.'r.,~
~
'"
Year
~-......_,.._.......;..
LV
DO TH·E
!No.
Washington
_.-~""t *"'--or-o1>(f)
...
~--..-.--~'-------:i""'-:::n .'"c=:.-.-'-"REPQ.a;~~APP~ISA~"~--".-':~:r:-{.(j -0 ¥-y.~:::~~_..
:-u~(fl;::"";3 •.t;r~~g r':~:;~J?'1~--
--0 \.-~"~l .:-f:
("").-,'-]....:..o ~::r;;
JAMES PAUL McCLENATHAN
~IA TIER OF THE APPRAISEMENT
Late of City of'Washington.--.
Commonwealth of Pennsylvania
County of
Will
Administration
•
.t·
,.
-OO-Ee~-Ee-OO-Ee
McCreight,Marriner &McCreight
520 Washington Trust Building
.'":,~
G'\
{)
K
."'".~
:,>
:~;~'''(t. .~--().\1 (t 'tv•~()3----_'\.Cl _.
:.i:s
.'\\.()c..
.f'\:C1 ----
I,
----...JFormRCC·10 DEDUCTIONS ALLOWED IN.,lfd!Sqq ..OFFICE OF TNE .•STATEMENT OF DEBTS THE SUM OF ............$..REGISTER OF WILLS
{..12~Z~.Washington COUNTY AND DEDUCTIONS DATE APPROVED ......"OF
AND AGENT OF TNE COMMONWEALTH ~A/~~.r~~4:O,,~.~/~3-tt-syl'~ru ~X Register of Wi lis,Agent
.....,(
ESTATE OF James Paul McClenathanLATE OF City of Washington
DATE OF FILING APPRAISEMENT ~/7 -70 OATS OF DEATH February 7,1969
~
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"1ll
Stewart Barnhill funeral bill (net)735 00
Robert C.Gordon ambulance bill 10 00
~Or!Oil r.gasoline and oil 53 00v
Friedfeld Grocery grocery bill 40 00
Henrv P.Bennet appraisal fee 25 00
Family exemption 1000 00
M"('1'>t:>i"'ht M;:lr>riner &McCrE i~ht -legal fees 60 00
Russell Marino,Reg.filing fees 3 :00
1\T("'\+:::I1'>'7 f'ee~2 00
Total $1.928 00
I
,
,-
,,
I
I
I
I
COMMONWEALTH OF PENNSYLVANIA }
-~.u.ll...--S8:COUNTY OF Wash;ngton
____--r.!I.L."a::Lmw.s::e:.>;s~EL:..ud.xlwu:al.Jr~du......J.:.Mu.c.<.lCoL.l..l...S<e~nu;a;l,..;t!.!..hu..ga.J.nL._HEREBY CERTIFY,THAT.TO THE 8E.T OF
MY I(NOWL.!DGE AND BELIEF,TH!FOREGOING IS A JUST AND TRU E SfATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE 'l!:~ATE OF James Paul McClenathan .0EC£ASED,AS DEDUCTIONli FOR~
INNERITANCE TAX PURPOSES._,.-/1...,-7----..,.~
DSueSCRIBED BEFORE 'ME THIS ./0-DAY Of'./JalTieS
-_-I.?:J~~r=L---rt:fJ---I.e 70
BARBARA CRAIG,NOTARY P lIC
WASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES JUNE 25,1970
~~I ~~(L.S.)
Edward McClenathan
.''
I)
,I",,
"I,
".'it··...,
,.
I,~•
..".
I I
~,'
,.
.\'t
,~)(,I'
"vd "00 N01:~,NiHS\ft\\
SlllM ;\0 H]lSI~3t:l
O·~1.1V'ilI'["t-",'::{ccn'\1.r;t,.I,~...,.'),J C1
I •
'I I}
:j'
I '.~.:
'},.,'
• •~I ):
f'~,
RCC-SI 12-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
IN YOUR RIPLY PLEA.!
RlnR TO 37....21,...3
Informant
J
In Re:Estate of ..::;J;;;:;At:.:;·\ES;:;;;:':;...·,.::.P:.:;AU:,.:I::;...•.:.::M;:;cG::::lE=,·:.:.:N.:.::.AT:.:H~O:.:.:N~__
____W_AS__HI_N_IQ!..;..TO_N County _File No.63.,·69-547
Dear fI.r,jI McClfmathon~
.You are hereby notified that the oritd.l1eJ
appraisement in the estate of James Paul M1clenathgn
has been filed in the office of the Register of Wills Qf tJa,sMnp'ton
County on ABril 17 ,19 '70.Said appraisement reflect;the
following valuations:
Real Estate ---'l="t.~Jl,,;::OOO:Q:··:.:::ul+.xQ:::.O---
Personal Property__----~?Q~)~:.~Q~6~---Transfers _
Total ....1,.l.,5f-l;l'Qlollro.ll.r/~.!"!'""9~6~__
As to such ~a%that is paid within three
death,a five (5~)percent discount is allowable.
remains unpaid after one year from date of deato,
of six (6~)percent per annum is charged.
months from date of
As to any tax that
interest at the rate
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e __--=.A::.l:ID::::;••::::.:.l=.'.,:1:J,,1.......:l::.c=97:..L,'=O _
DATE OF DEATH:February 7"1969
Note:This is not a bill.
"lCC-39 (5-68)
CQt),MONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
estate of :McCLENATHON,JAllliS
(Last Name)(First Name)
PAUL
(Ini tial)
DATE OF DEATH_2_'-_ID7:--_6.:.-9_FILE NO.63-69-547
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 i tern in the last column to the right in Schedules "A","B""'-'C",and "E".
Dated:--::O:.:::l4~-=17.J_-....J7L.::O::...__
02-07-69
REPORT OF THE REGISTER OF WILLS_~_
REGISTER OF WILLS
Dated:~O~4--=1=...L7_-..L.70.:::.__
I,the undersigned duly elected Register of Wills in and for vlashington 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",whic reater or lesser amount represents the sum
allowed as a deduction.
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE Fl
CLEAR VALUE OF ESTATE 1 076 96
VALUE AS APPRAISED VALUE AS REAPPRAISED
$14,800 I 00 $-+-_.
20J.:.96
15,004 96
1,928 00
13,076 96
Valuation of life estates or
COMPUTATION OF TAXFORUSEOFREGISTERONLY
Tax on $. _~
Tax on $1i 076 96 .1:6eW~
Tax on $5%
Tax on $10%
Tax on $15%
~~ptioos *
Total Estate .........J~-
TOTAL TAX
$-------=:-=.,----+"'T"><"-$--!.7..::.'84~~62_
$---------+--
$-------~
$---------+--
$L-_
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::::::r=====
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $...J
AMOUNT OF ESTATE TAX ASSESSED $-------'-l.L-
Estate tax paid $.......l-
BALANCE DUE $-----~~
Add interest at rate of 6%from 1=
------lto-----$------
TOTAL TAX BALANCE $-----.PAID $_
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration (No.
IN THE'
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
JAMES PAUL McCLENATHON
Deceased
Late of .\'JASHINGTON
'.;
1...-
-,
/
"
County of vlASH INGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
"
.,
Form RCC-2
DEPARTMENT OF REVENUE
So ').
BUREAU OF COUNTY COLLECTIONS
.HARRISBURG,PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE APrJ+..+7"+9.79.
COUNT~·~w.?-.§.h.~!.lgt<?!.l .
FILE NO..2'j::.9..9.=.~.47 .
Whereas,Jam.e.s P.aul N.cGlen.athon..late of W.1\.~.h.t.p.gt~9.I.l..
in the County of Wg..~h.ingt..Qn Commonwealth of Pennsylvania,having died on
the 7 th day of r.~.9.;r..lJ.<:l..ry 19.~.9.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
WR ChTherefore,I,..............................!......!.............~n~.y....................................................................,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the de·cedent 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.
Unit Appraisement
Description of Asset Values Made for Inheritance
Tax Purpoles
$
REALTY:
Lot of ground in the Sixth vJard othe City of vJashington
Washington County,pa.,known and designated as L9ts
Nos.12 and 13 in the Colonial Heights Plan of Lots of
record in Plan Book No.6 at ~pages 2 and 3.14,800 00
PERSONALTY:
United State Savings Bond Series ;a.104.96
1961 Dodge sedan two-door automobile 100.00
204.96 204 96
I
Total 15,004 96
I
II,,
I
I
I
-
fonn~V:~hb~':::I[h~wlll"llaj~~a~.~:;o~e~~b~c~~":b§entls;::l~
Appra
9Qd..'(N\lmber and Street)
..................... .....................................................................,Penna.
(Post OtIIee)
J'JASHJ:I~GTON Coutity .-,-"
.f--
!....
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JAlffiS PAUL McCLENATHON.............................................................................
Deceased.
Late of
.....1l.N3.l:l:r:NG.'J'G'!..
Date of Death,F~p.rn.:p::'y 7.,..J.99..9 .
Apprm'semel!t Docket Vol.,?-..7..
Page,215.:::3 No 63.~6.9:~:5.47..
Filed in Register's Office,.A~.;Ll.J7.,..19..7'O..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut A ppra.isement,
Appeal j"om Appraisement,.
Entered and charged,
;..