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Home My WebLink AboutOC1969-0738 - ESTATE OF CARTERPETITION SUR AUDIT Testate Form J IN THE ORPHANS' COURT OF WASHINGTON COUNTY Helena Carter, a/k/a, Emma Helena Carter, a/k/a, Estate o~--~;-:~!i~~~;;~e;~J~/t~_a/k/a,,...... No ............ 63.!!6.2~1.3S ................................. . ------····-·-··-~~~~~~1~~-~c~-;~-;~-~:-····-········-··-· Fiduciary ...... .Margar.et ... .J.ane. .. Morr.is.on, ... . ·-------·-·--·-··He.len .. KP.e.bl~~---Cat::t.eJ;............................ . .................................................... Execu:trix ..... . Deceased Date of Date of Decedent's death ...... J.une .. .6.,. .. ~9.6..9 .............................. Grant of Letters ........... .Jux~e ... lS.,. ... l9.6.9 ...................... . This is the ......... F.ir.s.:t .. and .. I:o:inal .................. ~----··-----account filed in this estate ) ~ . -' . ff th.ere have been·former accounts· fli~d in thi~ estate; list file ·number or number and term~ .... None. ____ : _ _. ____ _. ___ · ..... . ' ~ . '\ .... ' " .... J .i -• Date Election Place of; Election to take No spouse survived Under or Against will. (cross out one) Filed .......... none .............. Recor~ .. : ..... none ............ . Name of· surviving spouse ............... none .. s.ur.v.i.v.e.d ......................... :.: ................................................................... . List issue, where material: ' I ..., '"I\ \ ,. :~argaret Jane Morrison --daughter I --~ Howard K. Carter--son ~-l Di_d ~ecedent marry·afte.r execution of wiil? (indicate)~. No. Any·children born after execution of will? (indicat~) ~ No. If ans~er ye~·; · riani~~ the·m~.: .. : ... ~: ........ : .......... : __ ::::. ...... .' .... ; ................................................................................ .. I ----.. • -• ~ . -. ) ------------·----------------·---------·-----------·-------------------------------------------------------------------------------------------------------------------------------------· Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris Joyce Morrison gr.daughter--dishes ($10.)and flatware • "' • w ~arg:aret Jane Morrison. (.$6 •. ) : I daughter-car and 1/2 -~f kitchen minor-no . guardian "':'J .... , ,• ~ utensils and linens-1/2 resiquE1=:J: sui jux:i~s son ··· · 1/2 kitchen utensils arid .. ·linens-1/2 residue ) ~ : sui juris List, if exceptions to above: Adeerned: Revoked: Lapsed: Abated: Give Cause: none, If parti9l inte~!cicy, give fac.ts:- none Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~ ; . If any exception give cause: ............... none .................... . File copy of Notice _ and date of mailing ........... .J'a.Iluar.y .. z.a.,, .. l.Q70 .................................................. : ........... : ...................................... . Is estate subject to the filing of a Federal Estate Tax Return? ........ Na .................................. _.a···f!:.·6 a·x··oo··············· · Estate pal. "/ ":::e . Actual payment mode on Pennsylvania Transfer Inheritance Tox.$~gos;rg_~~iPit1;·c~i\S'r~ta~~~al8i9 . . . . . $697.77-Howard K Carter paio $25.97 If the Will makes any port1on of estate subject to a l1fe-estote, g1ve name and olrth dote of,iletenont.. .................. .. .......................................................................................................................................................................................................................................................................................................................................................................... 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. All known claims except audit costs and balance of inheritance tax have been paid. The 1040 Return (income Tax) for 1969 for deceased was filed. No 1041 need be filed. 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 r;~ecessary for the preparation of the adjudication: Will is clear. The car (1950 Chev.)-appraised at $25.00, but bequeathed specifically to·Margaret Jane Morrison,was~sold for $35-.oo. This $35.00 should I be awarded to her instead of the car. The Second paragraph of the Will directed that medical and doctor bills of the:dec~ased be paid au~ of a_joint b~ ace~. in.the names of the deceased.and Margaret J.JI1orriso;t•;They totalled $181.00 and were paid out of the estate money. However,-this is deemed of no consequence as Margaret J. Morrison is going to divide this bank account (over $12,Q90.oo) with her brother,Howard K.carter,the other residuary legatee. Balance for distribution per account, lt.emize any additional debits not shown by account: To error in interest received on First Fed. . -. Savings &. Loan Acct·.-as stated in Acc_ount. Stated. ~s $18.00-should have been $18 •. 90 To interest rec'd on sale of E.Bond Total additional debits (Add) Itemize any additional credits-not shown 1/22/70--two sh.cert. 2/27/70.::.-one ·sh.cert.-. 3/ /70--notary fee-aud.pet. Total add-itional credits (Subtract) Balance for distribution by account: 2.00 ::1.00 .75 0.90 3.56 $.4.4.6 ....................... .. , .. ;_:--.$.3 .. 1.5 ........................ . .. · .. · .. ,:.· ,, -~~!>! $ .. 13.,.2~5:._67. ........... . .•. ... $ .. 13~2.16..38 ........... . If balance for distribution is not in cash, list each item held in.l<,ind,, giving appraised Value (or distribution Value); All cash except dishes ($10.00) and flat~~·~ ... f$6.00) specifically bequeathed to Joyce Morrison and kitchen utensils ($5.00) .and linens ($7.00) specifically bequeathed to Margaret Jane Morrison and .Howard K. Carter, share and share alike. ) ~-· "---" \ \\ ) ,, \l \ ') \ \ \ ' . ) \ \ ) .... A-•' -~-------------------~------~----------~----------------------------------------------------~ ... ,i If Family Exemption claimed by Petition, give place of Record: ....... none ... c1aimed ............................................. . If Family Exemption is claimed at audit, give name, relationship and basis for Claim: .... n~rt ... cl.aime5i ................ . List any advancement or distribution on account that has been made, and nature and amount of same: none Suggested. distribution of balance shown, both as to principal and income, attaching signed and itemized elections . to take in kind if balance is not in cosh: residuary shares being stated in proportions: ~.~. :ro~Margaret Jane Morrison, mother. of Joyce Morrison, a minor, the ~:··~: dishes ($10.00) and flatware ($6.00), total $16.00, for Joyce Morrison. 2. To_Margaret Jane Morrison-$35.00 in cash in lieu of .car sold-1/2 of kitchen utensils. ($5.00) and linens ($7.00)-and 1/2 of residue in cash. ~ , .. .... . . .. . L 0 ·• 3. .To. Howard K. Carter-1/2 of kitchen utensils ( $5 .• 00) and linens ( $7 .oo) and 1/2 of residue in cash. • : >1 .... ,· .. .' COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ...... .sw.orn ................... doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. to the best oL ....... her ................ knowledge and belief . ........ .Sworn ........................... to and subscribed before me th;s/d.~ay ~;:09-7.0 .. , m~.d:;-r~: ......... . Srgnature of Offrcer .. ~~-~-r (} Title of Officer ............... No.tar.y .. .P.ubli.c ................ . Office expires ..... Mar.ch.2.6,. .. ~9.7.~ ........ : ............... .. Washington,Washington County,Penna. • ................................................................................................................................ '!' .. .. ' ,( ... .. ..;. ', " ... ·- No. ___ .Q3iig~-~A~8car-te:r·;a/R/a:~--Emma .. Helena carter,a/k/a, ~ Estate of _ij_~;l,._e.na .. KQ~l\l.e . .J: ... Ca.r.t.e.r.,.a/k/ c; Mrs Helert ;Carter a/kla Mrs .Hel~ Carter, atk/ a, Hel~ne -E. ~arter, atkj .Hel.en..KQebJ.er. .. Car.~e.x: _____ .__________________ · · ' · Deceased Fiduciary ... Ma~axe.t--..Jan-e--Mo:=-:z:i-son- • I '' . -------------------------------------~,ec:u.trix ____________ _ PETITiON S'.JR AUDI! FROM WHER,E DECE~ENT LEFT. A WILL . . ~ ' <, ' t 4 Counsel of Fidu;ici~y will submit' herewith the following, in conformity with, Coyrt Rules adopted effective· December 3, .1951, being rule No. 9: paragraph b-e; and divisions thereof: shown .on pages 23-24. 1. Written praeci.pes of all Counsel in the 2. 3. 4. 5 . case. :' ~ .. "' ') Copy of order· appointing Guardian ad I item, if pertinent. :: Copy of Ord~r appoii;lting Trustee ad litem, if pertinent. Proof of service of above. · . I Letters Testamentary or Administration C. T. A or an attest copy of Will. 6. Copy of inventory c;md appraisement. 7. Proof of advertisement of grant of letters if not filed,with account. 8. 9. 10. Certificate: of I iens in case any of the funds for· distribution are .from judicial sale of rear est~te. Signed and-itemized .elections if any distribution in' kind.~ ,, .. . Copy of Federal Estate Tax return if es- tate is subject .thereto. ___ Adam. __ L_ ... __ s_an_del".s.~_a .. A._f:r;ank$. _____ _ "" .... 2 Attorneys ' > (. ,( l I t - j ' -I I .~~ ' ' ' _t t \ "\ \ ' ~ l "Vd ··o0 NOlf.lN\ HSV It\ S11l:Vt A 0 't\31 S I~ 3 B 01·1\~N~l ll:iSSf1B ·o~ £ Ud 9\ Hd~ OL, 'G "'J .~, \ J .:J I .-t .. , "J . , j 1 ·t I .. ' . 1 ' ,_-:-~ . Estate of: ) . . Helena Carter, a/k/a, ) Emma Helena Carter,a/k/a, : Helena Koehler Carter,a/k/a,) Mrs.Helen Carter,a/k/a, No. 63 -69 -738 Mrs .• Helena Carter, a/k/a, ) Helene E. Carter,a/k/a, Helen Koehler Carter, ) Deceased ) You are hereby notified that the undersigned has filed a First and Final Account in the Office of the Register of Wills of Washington County, Pennsylvania, in the above captioned estate at the above mentioned number and that the same will be presented for confirmation at the February Term, 1970, of the said Orphans' Court, and that it will be confirmed on the 2nd day of March, 1970, unless exceptions are filed thereto, and that the audit of said account will thereafter be held by the said Court the week of March 16, 197o. Adam L. Sanders j3 A. Franks Attorneys at Law 611 Washington Trust Bldg. Washington, Penna. 15301 Attorney for the Estate of Helena Carter~ a/1</a, etc. : ,. ·. ' \ •' J {, r , r ~--~ •r t - -, ~n U,t C!tnurt nf C!tnmmnn lf.Ltas nf llas4ingtnn C!tnunty, Jlrnnsylnanta, ®rp~ans' C!tnurt l1tntstnn ESTATE OF N 63-69-738 o, __ .....;:..::::__::::...!-~~-------- Helen~ Carter, aka Emma Helena In the matter of the: __ F __ i __ r_s_t_a_.n_d_F_i_n_:_a_l_ Carter, aka Helena Koehler Cart r aka Margaret Jane Morrison ' Account of _ ____:'"'~:::.__.:.__....:._ ____ _ Mrs. Helen Carter, aka Mrs. Hele a Executrix Carter aka Helene E. Carter ak Helen Koehler Carter, deceased. ADJUDICATION AND DECREE . And n~w . A ril , 19___E?_, this matter came on for hearing, aud1t and d1stnbution at this session and testimony ken; and thereupon, upon due consideration thereof the b!Jial).ce for distribution in the hands ~f the Ac.countant. is deter~i~ed to be $. 13,21Q..)t) · 1 and the account IS accord1ngly conf1rmed; and 1t IS ordered, adJudged and .de~ree~ that the said balance be paid out by the Accountant in accordance with the schedule of drstnbut1on .hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an· cippeal be taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account _________________ _ Additional debit asked at audit Additional c~edit·asked a.t audit Balance'---------------------- Deduct Clerk's Costs & Receipt::>-------------- At:torney Sanders & Franks Russell Marino, Agent, transfer inheritance ta , Jeyce Morrison, granddaughter, a minor, Ma.rgar Je.ne Morrison, mother end natural guardian, specific bequest in kind of good dishes end silverware, held in kind and distributed as such at the appraised value, Margaret Jane Morrison, daughter, end Howard K. Carter, son, to each the undivided 1/2 intere t in household goods and furniture and kitchen utensils, held in kind and distributed as sue·· at the appraised value, $13,215.67 .tuM . $ 13,220.13 ~ $13,216.38 29.00 12.00 $ 13,087.44 .oo Margaret Jane Morrison, daughter, converted va ue of bequest of Auto, $ 13,052.44 6526.22 Margaret Jane Carter, daughter, 1/2 residue, Howard K. Carter, son, 1/2 residue, 6 26.22 No balance J l ' j~ 0 ~ ~ """ z /1( ~ ·n :t 9 0 ::r c: (!) i it :::s 3 -+ 0 0 0 ..... """ """ :::1: ..... (!) ~ .., 0 ~ """ -+ ::r (!) t = 1\1 ~ s ~ ::t ~- " ·--~ d • ..::::r UJ < 0 .......! a... CV1 Z.......! ~....... l.J._ a.::·;:: 0 •:C" -~ 0 ... a... --t.l ... --z a 0 . 0 t..P .......! c::: t- t • ; w (._.!i ........ ~ '.~ 1-z 0::: ~f) (/) ·'-0-<.}) -:t: \::::: ::::> <!,) (/) a:: w <( c:::> c:: :::;: t.l-r-... , . . . ·-~-- <nommonwraltq of Jrttttsylnanta. t Dhtsijington Cllouuty. \ sa: KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 18th. . day of .June A. D. 19 69 , before me, Russell Marino , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in ,the Commonwealth of Pennsylvania, the last Will and Testament of HELENA CARTER, aka EMMA HELENA CARTER, aka HELENA KOEHLER CARTER, aka MRS. HELEN CARTlER,aka MRSl HELENA CARTER, aka HELENE E. CARTER, aka HELEN KOEHLER CARTER, late of North Franklin Township in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and MARGARET JANE MORRISON the Executor 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 MARGARET JANE MORRISON committing unto her the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, a11d requiring 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 account of said administration 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 18th. -d~y of J u n e " in th~ year of our Lord one thousand nine hundred and s i x t y -n i n e • ! ~ t . ,. t· r I l ! ' I .. ' l ... c;.. ... ... •' iGrttrrs Wrstamtutary ESTATE OF HELENA CARTER. aka EMMA HELENA CARTER, aka, etc., DECEASED. ~2 ,, J f I 1 .,, -1 i { ... I - } I l . I I I l i ' • I f ' I, HELENA CARTER, also known as EMMA HELENA CARTER, of 1285 Overlook Drive, I I Franklin Farms, Washington County, Pennsylvania, do make and publish the following I I as and for my Last Will and Testament, hereby revoking any and all Wills by me at j I ness b:I:::~ a: ::::c:s t:: :: :::::::e::::::: ::d d:::a:::e:::• I0:i::c:·::a:l:-I be buried beside my daughter, Ruth. l any time· her_etofore made. SECOND: It is my Will that the joint bank account standing in my name and I, the name of my daughter, Margaret J. Morrison, be used, in so far as possible, to I pay a?Y medical and doctor bills that may be due at the time of my death. THIRD: To my granddaughter, JOYCE MOP&ISON, I give my good dishes and silverware. FOURTH: To my daughter, MARGARET JANE HORRISON, I give my car. I furnishings and belongings to my son, HOWARD K. CARTER, and my daughter, MARGARET ( FIFTH: I give and bequeath the remainder of my household furniture, JA}~ ~!ORRISON, to be divided between them as nearly evenly as possible. I SIXTH: All the rest, residue and remainder of my estate, of whatsoever the i I I same may cons~st, I give, devise and bequeath, in equal shares, to my son, HOvlARD ! I K. CARTER, and my daughter, MARGAR~T JANE MORRISON. SEVENTH: I nominate and appoint my daughter, MARGARET JANE MORRISON, Execu-! I trix of this my Last Will and Testament, and direct that she shall not be required! I to enter security in any jurisdiction in which she may act. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 4th day of May, 1961. (SEAL) Signed, sealed, published and declared by the above named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses thereto. ·.· .. -' /'} ) ~ I ' I ,. ;-J . '_,., I ' ' I ~--·-·-.-,·t) y'j',,' .. ; , (.,.'•] {.1 l) I ~ . r I ' : I My .. Date of Death: o k.. 2 r/ June 6,1969 r g,,~ f -_7 V7 ° ~ffi~auit ®f 1fxrrutnr Wr ~~miuintrutnr ~tate nf Jruunyluattia } C!rnuttty nf llan4ittgtntt nn: Personally before me, the undersigned authority, a ... notar.y ... public ______ in and for said M t T M . County and State, appeared _______ ar..gax-_e_ ... owtane _____ .or_rl.s.on ____________________________ .. who, being duly sworn according to law, deposes and says that she is the execut~ of the es- tate of ------He1ena .. .car:ter------------------------deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .Helena .. Car:ter--------· deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the da,te ·of the decedent's death, based upon a just appraisement of each item made by the above named Execu~ LL r1x ' ay .... ~1.:-. ... ;:,....... ......... ,.... Execut .... · .............. ., ...................................... ~.. X Sworn a subscribed before me this ......... ~/. ........... } .?"YJ ~Yu __ d r. ~-~~9 i.Y.L./.~-~-· .£. ... ··· ........... /.~~1.-:-f~,....,__ eom·.~: 14~ Notar~Pttblic 7~ ADDITIONAL INSTRUCTIONS 1. An inventory must be filed within three months after appointment of personal r-epresentative. 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 Oopies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000., ih- cludi:iJ.g1Copy 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 < . . lfh~rtttnry Uttll J\ppraintmtttt of the goods and chattels, rights and credits which were of .:.:.Helena ... car.ter ............................. : ........ .late of .Nor.t.h .. .F.ranklin ... Township ............ . .... • .... 1 Wasbingt6n ·co?:nty, Pa., taken and made in conformity with the above affidavit. .. ' 1 •' Personalty Investment account No·. 1-970-First Federal Savings and Loan Association, Washington, Pa·.----------- Savings account No-.188-Mellon National Bank and Trust. Co~~~· Washington, Pa'.;.. ________ ..; ___________ _ Savings aqc~unt No·. 4418-Pittsburgh ·National Bank, Washington, Pa. ---------.------------------------ One $100 .• 00 u·. s. Savings Bond-issued April,l943-- Household goods -see attached itemization--------- 1950 Chev ... two door-sedan------------------------ None Personalty Realty Total---------~------- Realty Total Estate $16,443'~02 o.oo Total estate--------------- DOLLARS 7,929.54 172.Jl6 36Joo I 25.00 I -- CENTS J " l-• ~ ") ~- . ) -.) . ) :; Inventory and Appraisement IN THE EST ATE OF · Helena Carter,a/.k/.a,Emma ·.Helena carter,a/k/a,Helena "~~~~a8t7~~~~~t~~~~~i:~. k/a,'ft'e~n& E.earter,alkla, . ~ elen Koehler Carter · . Filed 19 .... , ....... .) _.. t.O I.J) 0 :::0 Ci:l J'T1:::0 rn -n C)C "'1J -c.n c.flc.n --lrrt ~ r fYt...-:::oj- o-m -Fit ::=-- :E:::o :::: 0 rz ,_,. 10 -(/) •• U1 C'J . ; Adam L. Sanders-B.A.Franks Attornevs at Law ~-5 <~ .) -· . ) ',) ·.) ·' ., .) ') • j -.. '' I I ' I I . ) I ·, . I . ' -----------------------------------------------------~~ T ' . .-.:, Household. GPods,> · Helena Carter Estate Dishes $lo.oo Flatwear a.oo Kitchen Utensils s·.oo Linens Total household goods------------$30(~00 ~ ... ~ '~ ~!"''":: :·. ,. ( ';:;:. " ,.. ...,~. / ~· ., l ,, ''· ''· .,, ,, .,, . ~ X NO. ~t./1'1 63 -69 -738 F l L E 0 -----------~ ,. ESTATE OF l:v'n (; '=o "' It ··~1 !I • r:· o ;J Jv •-· ·' .q. • •·"' • :.> ti r.~Js~~F"' .. L f-iL~·:'.''J P~t I r ·,: I! f~;~'" r;~~L s HELENA CART~R, aka etc '' DBC.EASJ:iD ---------~ - INVENT.ORY AND APPRAISEMENT -~ --------- M [1) I <;::.) (0 l;u I •l -·1 ~1;:!! ·o e<J> 0.(/) ·!' r g;rn r-,, m ~")-,. -\-.;~ ;;. . ._ 0 f • ..,-::0 _... r -·-cz ...... ro ..... U> .. U1 CP INV. DKT SQ._ PAGE Q?CJ g STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountan't being duly sworn according to law, deposes and says that the above account a t t d · t d t she · ·1 b 1· s s a e 1s rue an correc as .... ------------·----·--------------------ven y e 1eve. Sworn and subscribed before me this ........ 2_,?_ ______ _ day ol~'-=~,d-_-7_ --;J l;_zo __ -G;w:'""(,;~J~~£'U4?'l1--'-~ /Notary Pubtic My Com~E*p: March 26, 1971 , WashingtQn,Washington County, Penna. Wa'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 and Rule of Court, as evidenced by proofs ~ «)! ~ ' i ~~ '0\ -Ji ~ 0 z _, thereof filed to No . ./~_3_--::_JQ--::.k.................. . Witness my ha.nd and official •seal this .. ~~·-------· dayof... _________ ::·: __ :::··--:-~:~~ ~-. FILE·o: '70 JA~! ?J, M1 I! ?0-1, RUSS E L L ;,U<f1l N 0 REGISTEH OF WILLS WASHINGTOJ'l CO .. PA. ....., .... :::1 0 0 <ll ~ ~.·. ~ ~ ,, <ll "' <ll .... ::>. ... 0 '!-< --------------------------- Register of Wills 0 0 /' ' ,1 , l .-.~ The Court is respectfully requested to determine proper distribution in this estate. Cf/~.t.~~~ Counsel for Accountant ~ The First and Final Account of Margaret Jane Morrison, Executrix of the Estate of Helena Carter, a/k/a, Emma Helena Carter, a/k/a, Helena Koehler Carter, a/k/a, Mrs. Helen Carter, a/k/a, Mrs. Helena Carter, a/k/a, Helene E. Carter, a/k/a, Helen Koehler Carter, deceased, late of North Franklin Township, Washington County, Pennsylvania The Accountant is charged as follows: 1969 Principal-Personalty Sept. 4 To amount of Inventory and appraisement filed $16,443.02 To amount of Social Security contribu- tion on funeral (non-taxable) To amount of v. A. c~ntribution on funeral (non-taxable) To gain on sale of 1950 Chevrolet sedan 214.50 75.00 10.00 ---- Total--------------------------$16 2 742.52 Income-Personalty To interest received on Investment account-First Federal, death to'a<?ct. To interest received on Savings Account- Mellon Nat'l Bank and Trust co.-death to account----~----~--------~--~------- To interest rec'd on savings account- Pitts.Nat'l Bank-death to account------ Total--------------------------- Principal-Realty None Income-Realty None TOTAL ASSETS Principal-Personalty Income-Personalty Principal-Realty Income-Realty Total estate------- Total credits claimed--------- Balance due:..--... ---·- 16,742.52 372.25 o.oo o.oo $17,114.77 3,899.10 $13,215.67 18.00 115.40 238.85 $372.25 The Accc1ntant claims credits out of the assets of said estate. to-wit: IINo.of I Date Woucher Payee Remarks Amount June 17 June 23 Aug. 8 Aug. 9 Aug. 14 Aug. 14 Aug. 14 Aug. 18 Sept. 4 Sept. 4 Sept. 4 1970 J .2... ~ an. ,_;;o J ..2...> an. Jan • .)-_3 Jan. ~_3 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 Russell Marino, Reg. Washington .County Reports Russell Marino, Reg. Barnhill Funeral Home Ambulance & Chair Service D. M. Dunbar, M. D. First Lutheran Church Richard Ruffalo, M.D. Russell Marino, Reg. Helen Beveridge Russell Marino, Agent Observer Publ. Co. Margaret Jane Morrison Adam L. Sanders Helen Beveridge Russell Marino, Reg. Letters Testamentary adver.letters 2 short cert. funeral of dec'd bill of dec'd medical for dec'd pledge of dec'd medical for dec'd filing inventories notary fees acct.of inher.tax adver.grant of letters accountants fee attorney fee notary fees-acct.& D & E filing account & D & E 23.,50 14ioo 2loo I 1,237.85 23loo 8loo 6oloo 15oloo 4loo 2125 684loo 14.00 855!oo aooloo Total credits claimed---------------------$3,899!10 Washington County Reports , Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY oF WASHINGToN} SS. STATE OF PENNSYLVANIA Personally appeared before me, a Notary, Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiail legal periodical for said Washington County, published weekly having its place of business at Washington, Washington County, Pennsylvania, and is acting as its agent in this behalf; that the said WASHINGTON COUNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ........... June ... .2.6., ..... 1.9.6.9 ................................................ .. ........... J.ttJ...Y. .... ~.J ..... J...Q., .... J.9.J?.2 ...................................... . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of iliis aff:lcryvWas to ilie time, pl/7jd ch;£cter of the publication = tru.. blal[j}j ~: .. i-L: ___ ~ ..... l.Q.t~j9Y of ............. J.YlY. ........................... , 19 ........ §.2 ... . ~-::=.:~~:~~- Washington, Washington Co., Pa. My Commission Expir~s November 1f 1969 Editor Estate Notices The Register of WiUs has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay ;;md to those having claims or demands to present them for settlement to ilie Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • • r~A;TER, HELEN A, a/k/a EMMA , I HELENA CARTER, a/k/a HELENA KOEHLER CARTER, a/k/a MRS. HELEN CARTER, a/k/a MRS. HE-LENA CARTER, a/k/a HELENE E. CARTER, a/k/a HELEN KOEHLER CARTER, Dec'd. Late of North Franklin Township, Washington County, Penna. Executrix: Margaret .Jane Morrison, 1285 Overlook Dr., Washington, Pa. 1 15301 1 Attorneys: Adam L. Sanders, B. A. Franks, 611 Washington Trust Bldg., Washington, Penna. Observer -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News.p.aper Advertising Act of 16 May, 1929, P. L. 1784, a-s amended. Commonwealth of Pennsylvania, County of Washington, SS: ........... . Pe·rsonally appea!'ed before m>e, a Notary Public in and for said County and State, ..... Ri..c;;hq,_?;'_Q .... S..! ..... G9..W.~.I.L. ................ , who beirug duly s•worn according to law, deposes and says that he is the ... S.e.c.r.e.t.a.r.y. .............. . of the Obs,erver Publishing Company, a Penns~lvania corporation, and its agent in this behalf; that the said Company is, the owner and publisher of the Observer-Reporter, succ'essor to The Washington Observer, established September 18, 1871, and The Washington Reporter, established August 15, 1808, a daily newspaper of general circulation, printed and published and having its place of busines•s at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and published continuousiy for more than six months' prior to the publication of the notice hereto abtached; tha;t the printed notice or advertisement hel'eto attached is a •copy of an official advertisement, official notice, legal notice or legal adve·rtis·ement, exactly a:s printed or published in the ObSJerver-Reporter in its regular editions on the following date or dates; ........................................... . ......................................... J.lJ.P..~····g·~··'·····~-Q .... 9:P..g .... J.~.-1.Y. .... ?..., ..... !.9..f?.9. .......... . that neither th!e affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega- tions• of this affidavit as to the time, . place and chara!Ctz:kation are true. . ......................... , .. :td.~:(l: ... / ................... : .. ~ ....... · Sworn to and w. 287!52 subscribed before me this .. .7. ...... day of .... JuLy .... 19.6.9 )W'&'!;;~~~ WASHiriGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6, 1972 ~lt t4r <trnurt nf <trnmmnu Jltas nf llas4iugtnu <trnuuty ®rp4uus~ <trnurt mtntsinu In the mattter of the Audit of Account in Helena carter,a/k/a,Emma Estate of Helena Carter' a/k/a,Helena Koehler Carter,a/k/a,Mrs.Helen Carter a~{a,Mrs.H~~a carter,a~ Helen,.carter,a ,Helen Koe~ Carter dec'd TO THE A~DITING JUDGE: a, r No. __ 6:=.!3~-____.:6=..:9~--7:....:3~8=..._;_. _____ _ Enter ___ o=u"-"r,__ ____ .appearance for __ --'-___ A---=c=-=c=-o=-u-=-=-n=-t=-an~=-=t:.__ ____________ _ ~ &. 0 -day of __ ---~>:M~ar~c~hL__ ____ , 19 70 N. B.-Counsel shall, by separa;te paper, present a concise statement of each claim, w.ith 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. j No.·----------------------------==== In re Audit of Account in Estl!!te of Helena carter,a/k/a,Emma Helena Carter,a/~/a,Helena Koehler Carter,etc, AUDIT Jra:rripr fnr: 1\pp:raraur:r FOR Margaret Jane Morrison,Executrix of the Estate of Helena Carter, a/k/a,Emma Helena Carter,a/k/a, Helena Koehler Carter,ete • ... Adam L. -S_attders-~.4\..Franks AttorneyS ~2 ' "- IN THE ca.JRT OF a:>MMON PLEAS OF WASHINGTON COUNTY, PENNA. ORPHANS 1COURT ~!VISION No. 63 -~ -7~A· Estate o£: Helena Carter, a/k/a,etc., Deceased PAY TRANSCRIPTS :::;::::0 ;i:f-r,::u (;) G) c:: ---('.:") = (/) (~. Z -; r-:t~ 0 rr; r·---i ;._: I "'-C) • z 0 ----~~ ..: .. g :::{: ~·; . --···~ -r-....... -ore; ?(,f) ... --.1 C> =:!: = -·C -o ~ 0") -;,..~ • < ~-~-., it. ~ j •.:::; ~ ADAM L. SANDERS ATTORNEY AT LA.W WASHINGTON,P ... ' IN 1.'HE C<XJRT OF c:<M40N PLEAS OF · WASHINGTCR CXXJNTY;·· PENNJ\•- Estate of: Helena carter,a/k/a, ) • • ) . • Emma Helena Carter, a/k/a, Helena Koehler Carter,a/k/a, ) Mrs1 • Helen carter, a/k/a, : ORPHANS' COURT DIVISIONS Mrs~. Helena Carte;, a/k/a, ) Helene E'~ Carter, a/k/a, Helen Koehler Carter, No'. 63 -69 -738 Deceased : ) . . ) PAY TRANSCRIPT 'WE, the·undersigned, do hereby on the date set forth below, ~ : . "' acknowledge to have received from Margaret Jane Morrison, Executrix of the Estate of Helena Carter, a/k/a, etc., deceased, late of North Franklin Township, Washington County, Pennsylvania, the sums set forth below, being the balance in distribution due us in said estate,awarded by the Decree of Distribution of the Orphans' Court of Washington County,Pennsylvania, dated April 16, 1970\. IN WitNESS WHEREOF, we have hereunto set our hands and seals this ~24 ~day of April, 1970. Joyce Morrison, granddaughter, a minor, Margaret Jane Morrison, mother and natural guardian, specific bequest in kind of gQOd dishes and silverware, held in kind and distributed as such at the appraised value Joyce Morrison $ 16. 00 By: JfJaA.M"'.u{ fl-.-('"_,)J!~A_/IAA7A:.._ (Seal' moth~ ~a natural guardian Margaret Jane Morrison, daughter, con- verted value of bequest of auto 35'.oo~,,£: }Z<cl,~""':..(Seal) Margaret ..Jane Morrison, daughter, : rJ 1/2 residUe .. IN lHE OXJRT OF COMMON PLEAS OF WASHINGT(I{ COUNTY;· PENNl\5· Estate ef: ) ORPHANS' COORT DIVISION : Helena Carter, a/k/a, ) Emma Helena Carter, a/k/a, Helena Koehler Carter, a/k/a, ) Mrs\. Helen Carter, a/k/a, : . . Mrs'. Helena carter' a/k/a, ) Helene E. carter, a/k/a, Helen Koehler Carter, Deceased . . ) • • ) No·. 63 -69 -738 PAY TRANS~IPT 'We,·the:undersigned, do hereby on the date set forth below, i acknowledge to have received from Margaret Jane Merrison, ' ' ··~ ~ecutrix of the Estate of Helena Carter, a/k/a, etc\., deceased, late of North Franklin Township, Washington County, Pennsylvania, . the sums set forth below, being the balance in distribution due us in said estate, awarded by the Decree of Distribution of the 1 Orphans' Court of Washington County, Pennsylvania, dated April 16 IN WitNESS·' WHEREOF, we have hereunto set our hands and seals this 3oth day of April, 1970 • . ' Margaret Jane Morrison, daughter, and Howard K'~ Carter, son, to each the- ·undivided 1/2 interest in household goods and furniture and kitchen utensils, held in kind and distri.buted as such at the appraised value $ Howard K. Carter, son, 1/2 residue $6,526.2a.d~a-c/ :1: ~ {Sea ) v"' RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF IN'HERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION > TO: __ M:.::A=R=G=A=RE;,_T.:;__C_._M_O_R_R_I_S_ON __ _ Date: ___ J_u_n_e_l_2_, _1_9_6_9 ___ _ 1285 OVERLOOK DRIVE County __ W:..:..:A:.::.:S:::::H:.:.::I==N.:....:G:....:T:.....:O..=..N;__ ___ _ __ ...:.:W~SHINGTON, PE~!NSYLVANIA 15301 County File No. _________ _ Bureau File No. _________ _ We have received notice that,HD~KXX.XXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXXXXX on June 6, 19 69, you came into ownership of certai~_P.ro~er!J througiK~Dm ~~~~~~~X transfer from HELENA CARTER, DECEASED. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you, as transferee. The property on which tax is hereby ass.essed consists of: Jt. Bank Accts. (1) #14755 and S-3749 held in the FRIST FEDERAL SAVINS & LOAN ASSN. WASHINGTON, PA., in the names of HELENA CARTER or MARGARET C. MORRISON. Opened (1) 1962 and (2) 1953. Balance as of date of death, (1) $6,688.58 and (2) $17,794.33. appraised by the Commonwealth, as of the date of death, at $ 24 '482 • 91 SO %of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D This tax became delinquent one year after the date of death of the decedent and, in addition to the tax, statutory interest at the rate of 6% of the tax per annum is also due as of*------- 19 in the amount of *If the tax is not paid by the above date additional interest is due at the rote of 6% per annum until paid ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ 12,241.46 --~---$-------------- 734.49 36.72 c. '}?.1 7 TOTAL AMOUNT DUE APPRAISED BY: ......:~:::::::::::~'-Lt--....::::L~~~'f:::::--$-======- ASSESSED BY :_'dLt-~.::...c....ee....£e~....--L.~~"L.~~~:!~~~< d!2.._ __ (Agent for tho Commonwealth) $ 734.49 \ INSTRUCTIONS TO TAXPAYERS ~ake checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: ~~I~ ~i~Vv~J.LO !AGENT FOR Ttm C~ 1t."·t'-·\ -· -~~·,_ ~ 1t ~ I COUI'fl t'~~t - . !NASHINGTON,. fi!e.~.. 11~3~1 If you have already paid this tax to an executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwealth, list pelow the date paid, name and address of the person to whom• you made payment, their official title and the amount. "'' Date Paid Name and Address of Payee Official Title Amount Paid Under certain circumstances, if, after the date of death of the. decedent, you personally paid funeral expenses or other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended by you may qualify as deductiC?ps against the _gr?ss .. valu~ of the P.Foperty in the computation of tax due. If any such expenditures meet all of the three following tests, it is recommended ffiat you itemize th~ payment-s below, execute the affidavit, and return this notice. The Register olWills will examine.the debts claimed and . .allow those which he determines to be proper. The tax w{ll th~n be rec~mputed and you will receive an' arrien'fted assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible for these debts, and 2-You actually paid these debts out of the account·or property described above and can furnish proof of such payment, if required, and 3-These same debts are not also claimed, for tax purposes, by an executor, administrator or other person.al representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation {attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_---,--------'--" SS: Amount Paid TOTAL $ I, hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent, , for which I was legally responsible and which I did pay out of the property herein taxed. I further certify, that to the best of my knowledge and belief, these same debts will not be claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF _______________________ 19 __ Signature of Taxpayer REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I have allowed deductions listed above in the total amount of$--------.. Date of Approval: ______________ _ Register of Wills COMMONWEALTH OF PENNSYLVANIA ,.. DATE ...................... ~~Y. ..... ?.2..1. ....... ~9..~9. ...................... . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. I 7 I 2 7 RESIDENT INHERITANCE TAX COUNTY ................. W.§...!?.DtP.E.t.Q.n ............................ .. ,. APPRAISEMENT FILE NO. .. ..................... Q) .. ~Q9.~7,J..?. ............................... . Whereas, ......................................... Ji.~l~D.~ .... G.?..t.~.r. .............................................................. late of ................................ W.9.:~.~.f.lg~<?-~ .......................................... . in the County of ...................................... W.9:.S..h;l,_:p,g,t.9.P.-. .......................................................... Commonwealth of Pennsylvania, having died on the ................................... 9. .... -th ............................................ day of ................... cl.:tm~ .............................................. 19 ... 9..9. .. , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........................................ W .... R. ...... .C.haney ....................................................... , 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 th i i f t t f llf f h c lth h b 1 th . ht t . d t f e exp rat on o anyesae or e or or years, t e ommonwea ere y express y reserves e ng o appra1se an assess rans er inheritance taxes at the lawful collateral rate on any such future interest. Appraisement Unit Description of Aaset Values Made for Inheritance Tax Purpo1o1 $ JT. HELD: .Tt. H:mk Arcounts in the First Federal Savinf~S and Loan Assn •• Washington Office, Washington, Pennsylvania in the names of Helena Carter or Margaret C. Morrison. 12,241 46 Total 12,241 46 form~~·!;:~hb~": ::~h:8wol"Il&~~~ ~~~ ~; ~er~~~·~i:Z:~~P~7~i~~ ~~ -...... .. ..... r ................................... J.... ...................................................... ~~.P-·~~.~~ ......... .. · -(Number and Str•et) 4&?.. .. . . . . . . .. . .. .................................................................... , Penna. (Post Oflloe) .WASHINGTON ........................ County 1-f lt ==============================F=, ·-t-f) . t .. p RESIDENT INHERITANCE TAX APPRAISEMENT 9 70 APR 16 Pri 3 40 Estate of H l<'T 17 R u ,.. ~ r-· t l • · ···, 1 } • o ····· ... ,1;,1,1,\1;!.1\T.A CAR'IER ;:; ~ :. L _ r•. \; ~ .!i ................................... jj~~~~;~i REG I S T E R 0 F W l L L S Late of Wl\SHINGTON CO., PA. ........ .W:A?.H..ING.TQN. ........................................... . Date of Death, ............. June .... .6, .... .19.69 ........................... .. Appraisemel!t Docket Vol., Page, No. ..6.3..~.~.9~7'3..$. ............ .. .~ Filed in Register's Office, ...... JJJlx ... 2.5., ....... 19.6.9 .. . #' Amount of tax due, $ ................................................................. .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, ~ I ( l'f-J. I 3 ,. _/I.!J-f-117.~ 5.~ /,g]lt Form R.CC-33 / 'b /.3 . 4 /._) ·" . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS J RESIDENT DECEDENT HJNG'JX~t COUNTY OF ....... WAS .................................................................... . 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 dea'th, unless an extension is granted by the Secretary of Revenue. (Section 703 of _ the __ Int:terit!ince __ !ln!I.Ef!t!lte Ta.x A.ct of l!Hll.) :=:: ... ~.le!a~f!.~e::.sa_t!!':.~_ ..... ~.!:1· ~:~Du::;;x (State full name of decedent) • ' . . . ......... .... Late of .Hox.tb ..... P)t.an!tlin ..... :tw.p .•.•. W.as.b............ County · State of ........... P.erulS. Y, ... 1Vania ................... : ......................... :._} . .. H: County of ....... Was.hingt.oli ..................... , ........................ :, .... : ' .... t4argaret. ..... J.an.e ... J.Jo.r.r.is.on ............... : ................................ , .. . ~ of the estate of the above-named decedent being duly sworn, depose$ ·········'·················· and say$ . . Decedent ·dJed· .............. : ............... J.une. .................. : ................. 6:th ......... , .... , 19.: ..... 6.9. ... .J testate ·leaving a last .wiil, co~y of which i; hereto attached. } (Month) (Hay) , (Y,..r) L,JIIICRJOl . . . Name and address of attorney or} other authorized representative to whom all correspondence should be mailed, Adam L. Satuters • .Attomey,at. ... t.a.w . · . 611 WaSbln.gton .. True~ Bldg .•. w )sf__._ ~-·. U"'-•W..W.t lli''l:f4A-.a. That as such ... ~~.'tt::lK ............... deponent is familiar with the affairs of said estate and the property con- <Executor-AdministratorJ · 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED . IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT 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 b,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 o~ mortgagee, date, rate of interest, and book and page o~ record thereof. It also sets ~orth in the columns provided therefore the assessed valuation of each o~ said parcels, the estimated market value thereof as of date of death o~ 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 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 ~or any other person or persons giving also separately the accrued interest thereon, if any, down to the last y interest day prior to dec~dent'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 obligatior.s, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated market value thereo~; 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 o~ money o~ which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the ~ace 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 polictes 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. • , In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the· date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.· It should also set forth in itemized form, together with the 'fair market value thereof, any other property owned or bequeathed by the 'decedent at "the time of death. The Schedule C attached hereto ·and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession ~r 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 transfe;s. In the c~se of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y of the deed, trust agreement or other instrument creating the trust. Thert~ 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, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power 'attached to the schedule. That Schedule 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, annul tants 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 Scf>edule 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 vesti ture of real estate and the date of acquisition of perspnalty, plus the name, address .and relationship, if .any, of co-owners to the decedent.~ That Scf>edule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and tmpaid at time of ' . ' death; taxes accrued charge.able for period prior to decedent's death. (except. those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of 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 appr~priate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and p~operly registered in the Summary. Subscribed and sworn to befor. e this m· ~~ ~---~~------------ ....... 128~~~-:=0ok: ... lb!!v.e. ............................. ~ ... -.. -.. (Street Number) · ...... W.as.binQton, .... :eenua .......... l.5301 .................. :. (City or Town and State) . . My . lliiQjQIJR~--fiii~~.o..,..: Wa~klngton~;~~~~03~~ Penna'. 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 con~leted as above-directed. RCC-34 (1-64) CQMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSF'ER 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 with a general descdption 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; al.so statem,ent of mortgage en'cumbrances upon each parcel at death of decedent. Taxes, asses.sments, accrued Interest ·on mortgag·es, et·c,,are .. to be listed on Schedule "F" and must not be deducted from this schedule. \ 'i .. ' (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. (2) (3) DEPARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write In this space) o.oo RCC-35 .COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ... SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E", 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 certific~tes, 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 or or income from any property held in trust under the will or ag~eement 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 :lnves'tJQent account No. l,.970•Firl"t Fede:\'a1 SavlRgS ~md Loan AseoolaUObt Wash. PA. Saving$ Account No. l88•Mellon National S&.hk an4 trutt co., Washington, Pa •........ Savings Accou.nt No. 4418-P:l ttabur;h Nat •1 Bauk.t Wa&bl~~. P•.•••••••••...,.••••••••• One $loo.oo ti. s. Savings Bond-iesued Apiril, l94s ..................................... ... \ Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. \ UNIT VALUE ESTIMATED MARKEl' VALUE DEPARTMENT VALUATION (Do not write in this space) soo.oo-1\ 172.16 X X ~16,443.()2 RCC-3b C;OM11fON'\K\LTH OF PENNSYLVANIA Tll\.NSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "C" T RA.N S FEllS (1) Dirt decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) ft() (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) DO . (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' de'cedent, .in his iifetime, make· any tra'nsfe~ of property without receivil)g a va~~able or adequate consideration therefor which was to take effec't in'ppssession or enjoyment at or .after his death? (Answer • y~s or no) RO _ ·: _ , _ , . _ · - ' _ , . -· · _ . ·(a) Was there any possibility that the property transferred_ might return to_ transferer or his estate or be subJect to.his power of dis.posit:,ion? (Answer yes or'no) ·itO (b) Wh~t was the transferee's age at t'ime of decedent's ·death? · - (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under !fhich transferor expressly .or impliedly reserves for his life or ~ny 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? ,(A~swer. yes or no) -·, J\0 -... ·.· ;: . -' , (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer-yes or no)_ U0 (6) If the answer· to (5) ·(b) above is in-the· affirmative, state whether the right was reserved in ~eeedent alone or others·---------r.---------------~------~~~~~------------~~------------~----~----- (7) Did decedent in his life't:ime 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) DO ' (8) Did decedent,· at any time, transfer property, the beneficial enjoyment of which was subJect to change, because of a reserved power :to .al.ter,. ameAd,-or rev-oke,· -or-which could-revert .to decedent tinder terms of transfer or by oper~tion ~flaw? (Answer yes or no) __ ~~~0~----- (9) If the answer to (8) above. is .in the affirmative, was the power to alter, amend, or revo.ke the inter- est of the beneficiary reserved in the decedei--tt alone. or the deceden't and others? (Answer, yes or no) no -- ' I' - NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death cer-tificate. · . . NOTE 2: If answer to any of the above questions is. y'es', set' forth below a descr'iption of the property transferred, it's fair market value at date of death, dates of ·transfers and to whom transferred, with relationship of ~ransferees to decedent, .if .any. Submi-t. cop.y of any-trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B,_ or E. ITEM DESCRIPTION None Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) '•· DEPT. VALUATION (Dept. Only) 'I;." RCC-38 CCMMONWEi\LTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX · RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent.and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of·instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any), of co-owners to the decedent. Description of Property, Date of Acquisition, Name! Unit percentage Estate Address and Relationship of Co-Owners, and Place Value Share Valuation of Record of Instrument, where Real Estate. ! u1 8': De£~e Bon•• tn ~s of Mrs. Helena· Carter of' Miss 'Nuaaret ..Jane. 0\rtet .dauohtet' .. 1~$100-Seties O.issuett Oet. 9,.1940.• 1• 100...Serie$ b.iS$Ued Oct. 9,1940•• 1• lOO..Se:r::i.es D•iasued Nov .aa,l940•• 1• tOO-Series O.issued Nov',.29, 1940•"' 1•· lOO•Sertes a-issued June ·13~:1941~ i• 100411Se:d.es S.issued Sept:.20.l94S.- l• .so.se~iQs a-t.ssued June 27, 194Sllli DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest $ 100.00 100.00 100.00 100.00 183.20 169.32 80.90 Whole valu~··--..- 1/2 ~able•••••• $63.3.~3 $ 416.11' Aj/f;.// tr. fU\tl1eS of Miss Margaret J'.cuter ox ~&'1 He1,ena I ~tor .tr ~p;t}ler . I • 1, ....... , l•$lOO•Se~lee S•ieaued May 28.1959•· 1• SO.Ser:tes S.it~sue4 May 2811953•• 1• 2S.Series S..issued ·MaV 28.19.53•• 1• 100•Se~ie& S-i8$Ued June 18,1951• 1• 100-so~iet ~i89UQ4 ~une 1&,1957 Whole '\1a1u.e••••,~·· 1/a t~l•••••••· 1•$100•Sel'lea o.t•fiiued Oct'• 1940 ... ., .... 1• lCO.Se:d.e$ O.ieeued Oct~ 1940.•••• 1• 100.Sertea D·:.i.••ued N<W • 1~40•--·• 1• lOO.SOriee O•:lssueo Nov• 194o ...... ,. 1• lOCHSeri<;$ s.iasued FEtb• 1943•.-•·•· 1• 100..Series S.issu(:kf treb. · 1943....,•• 1• 100...S~ties S.iasued June, 1944••-.. Whoie·va1ue·~~~~~~ l/2 taxable .. ••·••-. Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. 126.64 03.4a 31.71 117.24 111.24 $416 .• 4$ $ aae.as $ 100.00 100•00 100•00 100.00 172.16 172•16 167.16 .• 911~48 $ 455.14 ' . ·~ '. RC'C:-37 (12-63) COMMONWEALTH OF PENNSYYLANIA. TRANSFER INHERITANCE TAX - RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full ni~es and addres~es of all who have an interest, vested, contingent or other- . wise, in estatet ~.. .1. : ..t..... Jane ...... ·"Aon ·· 1285' Gv-i~ t" ·-" .... .<L il ....... t.;.. ·-· .4 tf . ~ ...... .... ' .. ' '" ... . -'!" t'f . .,.,. ... ;:; t'l -· ... .. "to...,. til . ., · ~. SCHED.UL~E. "D" BENEFICIARIES RELATIONSHIP (If step-children or illegitimate children are involved, set .. forth this fact,) til!...... . .(L .... SURVIVED DECEDENT .STATE YES OR NO ·IH!I!!I.a.· : .·• J DATE OF BIRTH ,•o I I INTEREST OF BENEFICIARY IN ESTATE ,. ) .... Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE t No. Year .......... .. P.l< THE ~IA TTER OF THE APPRAISEMENT OF THE ESTA1_E PF Helena Carter,atk/a,Emma Helena Carter,a/k/a,Helena Koehler Carter, a/k/a,Mrs'.Helen Carter, a/k./a,Mrs'. ~~H~~eRb~~~'~et~d~.~r1:~~ Late of . . .. .l'l9~'tl:l. :F.):'~J..;:ra ~<l.~!S~P ..... County of WM.ll~J:l9~9R . Commonwealth of Pennsylvania REPORT AND APPRAISAL S771!t :') !J]I I C'"'·'i-1-· ?'! . .-~Stf.J-:y ···"· : tJssns; 6S: .. ~ , . f.t; v ct::g CSG! o.:; 71 ~1 Adam L. Sanders-B. A'. Franks Attorneys at Law (Executor-Administrator must complete "As Reported" column #1.) 0 ..., 0 "' "' ...., ~ llO 0" ;-' l'!:l "' -llO Cti :C......, ·o..., : .... § ·a~ •e+ (1) :.,_;;1 ~ .,. :,.,. :o. :;? :o ! : .. ~ , ·-~ .-... w~ "' .. • • ttJ'l ....... - '"C :::0 (1) (1) ..., llO "' -0 ::l '"C llO ..., -0 '"016 ..., ..., .g ~ .§: en c::: ~ ~ > !:l:l cnc;;-< !':) !':) ?" ?" ta > ;: :: - -E/9-E/9-E/9-E/9-E/9-E/9 :..., ~-~--• ·~ 0 > "' ,... . ...... 0: ~-• : • : '0-.... : ~: o- Slotio[ . ... -I \82 S -E/9 • -E/9 -oo -E/9 -- ·""' : 0-· ~· ~: > \ : ,{'i: -:.r.. ~: :~: :~ u ~-C':I'V ~; : ~; ..,_ -~· 2. ~· () ::l ~· r. \\ :('\.\ c... c ~- R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT MARGARET JANE MORRISON IN YOUR REPLY PLEA8E REP'I:R TO 37-232-9 In Re : Estate of ____ __:..:;HE:.:..:l'J::.:.E::..;N~A;;__:C:.:..:A:.:..:R.::.;TER=:...-=:a:t./...::k:t../=a---- ____ _;.;W.,;_AS:.:..:HI=NG=TO.::.;N::.._ _____ County -File No. 63-69-138 Dear Mrs. Morrison: You are hereby notified that the original appraisement in the estate of Helena Carter a/k/a has been filed in the office of the Register of Wills qf Washington County on October 3 , 19.22. Said appraisement reflects· the following valuations: Real Estate __ ~------~~~~~----- Personal Property ____ ~l=6~,~44~3~·~0r2~----- Jt. Held ~------=-l::;:;'L:!l~O~Oc,6~8~-- Total ________ ~l~7~,~54~3~.u7~0~--- As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the rate of six (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ___ O.;....c::..;t~o~b~e::..;r~3~·~1~9~69~---- DATE OF DEATH: June 6, 1969 Note: This is not a bill. j ----------------------------------------------------------------------- RCC-39 (!5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of CARTER (Last Name) HElENA (First Name) K. (Initial) SUMMARY DATE OF DEATH 6-6-69 REPORT OF INHERITANCE TAX APPRAISER FILE NO. 63-69-738 I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that l 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: __ _,1:..:::0-:...._.::.037-...:::6~9:.__ ___ _ 06-06-69 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for 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 greater or lesser amount represents the sum allowed as a deduction. Dated: ______________________ _ REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ $ $ ____________ -+--- 16.U3 02 Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities . . . . . . . . . . . . . . . • . . . $---~~------1-- ESTATE TAX ASSESSMENTS $ _______ _,___ 1.100 08 17.543 70 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ ~ Tax on $ ----------~----6% 0 Taxon$---------------~---- Tuoo$ lK Tuoo$ 1~ ~~ptioos * Total Estate ---------------1---- TOTAL TAX $ _____________ ~--- $ ___________ ~--- $-------------4----$ ____________ -4--~ $ ____________ -4---- $------------~---- Less tax previously paid $=======+===- BALANCE $---------+--- Less 5% of tax if paid within 3 months after death $=======:::::!== Add interest at rate of 6% from ----------to ------- AMOUNT OF ESTATE TAX ASSESSED $----------+-- Estate tax paid $ _____ ~L--- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE DUE $--------~---Add interest at rate of 6% from ---------~iO------$----------4~-- 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 HELENA CARTER Deceased Late of . N. FRANKLIN TWP. ·········································· County of WASHING TOO .................... Commonwealth of Pennsylvania REPORT AND APPRAISAL .. . : -{~ •. RCC-4 (8-68) COMMONWEALTH OF PENNSYLVANIA _ . DEPARTMENT OF REVENUE . NO. A05084 7 OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE ANQESTATE TAX SIX HUNDRED NINETY-SEVEN and 77/100 RECEIYED _______________________________________ dollars Paying on Ind. representing Pennsylvania Inheritance or From: __ ~~_R_G_A_R_E_T __ C_._M_O_RR __ I_S_O_N~------.-L~i_a_b~· __ Es_ta_t_e_T_a_x_d_u_e_f_r_o_m_t_h_e_f_o_ll_ow_in_g_e_s_ta_t_e_: ______ 1~ Address 1285 OVERLOOK DRIVE WASHINGTON, PENNSYLVANIA 153 File No. 63-69-7 38 Date of 6-6-69 Date of Payment __ J_u_1...cy~_2_4~_1_9_6_9 _____ ~ Name of Decedent _.:.:HE=L:.::E:.::N.:.:A_C.::..A::.::.::.:R:..::T.::..E..:..R.:__ ____ -l County ____ ,_vA_SH_IN_G_T_ON _______ -l Remarks: S E A L NOTE: To be delivered to taxpayer 2%Tax on $ _________ $ ________ _ Jt. Bank Acct. 12' 241.46 $ 734.49 6%Taxon $ --------- 15% Tax on $ _________ $ ________ _ %Tax on $ _________ $ ________ _ Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after dot~ of death Plus interest at the rate of __ %.from--------- to ___________ __ TOTAL AMOUNT PAID Received by $ ________ _ 734.49 $ ________ _ 36.72 $ _______ _ $ _______ _ 697.77 $======= NOTE: In accepting the transfer inheritance tax on future estates, prior to the death of the life tenant or tenant lor years, as evidenced by this receipt, it is understood that the Commonwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the_)_~~~~~~~~~~~~~~~:_ __ _ life tenant or tenant lor years whenever it appears that such additional tax may be legally due and collectible for any reason whatsoever. ~-. . ~-D j"' j L t::. I J> '70 APR I 6 p~ 3 40 \ HUSSELL !L~.niNO REGISTER OF WILLS WASHINGTON CO .• PA. . ' ··, RCC-4 (8-68) COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE NO. A 0 50 9 4 6 OFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AND ESTATE TAX RECEIVED SIX HUNDRED EIGHTY-FOUR Margaret Jane Morrison -Excr. representing Pennsylvania Inheritance or Estate Tax due from the following estate: From:~~~~~~~~~~~~~~~~--------,---------------------------------~-----------------lm Address __:6~l:.=l~W...:..::A:.:.S:::::H:.:.:I=..:N:.:.::G:....:T:....:O:.:.N::........=T~R:..::U..=S~T_B~L~D:::..::G~.~-I WASHINGTON File No. 63-69-738 County ___ _:W.:..::A=.::S=.::H=:I::..:ft:..:G:....:T:....:O:.:.N.:..__ ______ ---l Remarks: S E A L NOTE: To be delivered to laxpoyer 37-232-9 2% Tax on $ __________________ ~------------------IU 15% Tax on $, ________________ _ % Tax on $ ________________ _ Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of ___ %_from----------------- to ______________________ __ $ $ $ $ 720.00 $ 36.00 $. __________________ _ TOTAL AMOUNT PAID $ 684 • 00 ~~~ Received by ~ NOTE: In' accepting the transfer inheritance tax on future estates, prior to the death of the life (J· . " (Signature) ~~_... tenant or tenant for years, as evidenced by this receipt, it is understood that the Commonwealth shall ~ ~ not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the __ f-..-l~~~:::::....:=---o---J.~___.!::__,jE.....;::__ __ ___:. ______ _ life tenant or tenant for years whenever it appears that such additional lox may be legally due and (TlteJ collectible for any reason whatsoever. '10 r,~R 1\1 ?t\ 3 ~\o r,· R\ICC:t··:l \ \'~')\'LIQ uv~ \. .. ~.. . .. ~t\ \'\ Rt.G\SIEP. OF \41\LLS ~JP,S\-\\NGION CO .. PA. , I r RCC-4 (8-68) COMMONWEALTH OF PENNSYLVANIA . _ . . DEPARTMENT OF REVENUE . ... . NO. A05094 7 OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE ~~~.ESTATE TAX RECEIVED THIRTY-SIX aad 76/100 ----------------------~-----------------dollars Margaret Jane Carter _ Paying on Ind. Liab/epresenting Pennsylvania Inheritance or From:-4~~~~~--~~~~~~~~~~--------r-----------E_st_a_te __ Ta_x __ d_u_e_f_ro_m __ t_h_e_f_o_ll_ow_in_g_es_t_a_te_: ____________ ~ 2% Tax on $ __________________ "·-------------------u File No. 63-69-738 Remarks: NOTE: To be delivered to laxpoyer S E A L 37-23~-9 15% Tax on $ _________________ _ % Tax on $ ______________ _ Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after dat~ of death Plus interest at the rate of __ %from--------------- to _______________ _ Received by NOTE: In accepting the transfer inheritance tax on future estates, prior to the death of the life $ $ $ $ 38.70 $ 1.94 $ _________________ _ 36.76 tenant or tenant for years, as evidenced by this receipt, it is understood that the Commonwealth shall not be precluded or prevented from hereafter assessing additional inheritance lox at the death of the life tenant or tenant for years whenever it appears that such additional tax moy be legally due and_._-="---7-F-'<-;_------,--.,_.,_---L--=-------------- collectible for reason whatsoever. .,. RUSSEi..i. i-IM~INO fiEGISTER OF WILLS WASHINGTON CO .• PA. --------~----------~---------------------------------~.., liL ::-:-: . RCC-4 (8-68) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NO. A050948 OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX RECEIVED TWENTY-FIVE and 97/100 ---------------------------------------dollars Howard K. Carter -Paying on Ind. Liab. representing Pennsylvania Inheritance or From:~~~-a~LL~~~~~LL~~~~~~---.---------E_st_a_te_Ta_x __ d_u_e_f_ro_m_t_h_e_f_o_ll_ow __ in_g_es_t_a_te_: __________ 1~ WASHINGTON PENNSYLVANIA 15301 File No.63-69-738 Name of Decedent _---.:HE==L=Ec:..N:.:::A::........::C~A""R,_,_T~E"'-'R'-------1 Remarks: S E A L NOTE: To be delivered to taxpayer 37-232-9 2% Tax on $ ____________ _ 6% Tax on $ __ c:::~4:....5,_.5LA-. 7.&..:::114'---- 15% Tax on $. ___________ _ % Tax on $ ________ _ Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __ %from------------- to _________________ _ TOTAL AMOUNT PAID Received by NOTE: In accepting· the transfer inheritance tax an future estates, prior to the death of the life tenant or tenant for years, as evidenced by this receipt, it is understood that the Commonwealth shall $ $ 27.34 $ $ $ $ 27.34 $ ] . 37 $ _________ _ $==25=·=9=7=== not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the_J_~~~~~::._~+,--,--~-:1.:..::1~~~:_---It~ life tenant or tenant for years whenever it appears that such additional tax may be legally due and coll':~~le for any reason whatsoever. j , .. , : ,_ o· r L i: . , '70 APR J 5 · ~H 3 . 40 -- R US S ELL. 1.{}, R I N 0 REGISTEH OF WILLS WASHINGTON CO., PA. Fonn RCC-2 • ·DEPARTMENT OF REVENUE BUREAU OF' COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 12 7. · COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ................ 9..~~.~~.~~ .... ?..~ ..... ~~.?.~ ....... . COUNTY ................ W.~~.b.!;g,gt.9.!t ................................... . FILE NO. .. .......... §?.:.§.?.:.?.?..?. .......................... . Whereas, ....................... ~~~~~~ ... 9..~.~~ ................................................................................. late of ........................ ~.• ..... ~~!.~.~.~ ... ~.t.P.~ .............................. . in the County of .......................... W:~~~~-~~<>..n ........................................................................ Commonwealth of Pennsylvania, having died on the ....... .. ............... J?.. .. ~.h ............................................... day of .............. ~.Wl:~ ................................................. 19 .. 9~L. seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......................... !!.~.~.~ .... 9.h.~~Y. ..................................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate and to assess and fix ' the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred In possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future Interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ PERSONALTY: See copy of Schedule "B" attached to appraisement 16,443 02 JT. HELD: See copy of Schedule "E" attached to appraisement 1,100 68 -- Total 17 'i.L..1 70 I form~;"!:hbl:~ ::fh:swC>l"!l ·~~ ~:· ~.~ 0~~~;;;£~ :~§P.~~~~=·~t~~~ Appr er ~~~~:'' ' ;:~~. ............. w~~a:J:.~',l'QN County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of HELENA CARTER Deceased. Late of ... N.~ .... F.~.J.N .... M.~ ........................... . Date of Death, ........... ~:tJ!:l~---~~----~.9.~.'1. ......................... . Appraisemel!t Docket Vol., ............ 3.7 .............................. . Page, ..... ?.3.?.'~~9 ........................ No ... §)~.~9.~7.)~ ............. . Filed in Register's Office, .. 9C:::!'.~:t?.f:t~ .... J..Ll9.~9. .. Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, Form RC C-10 OFFICE OF TME REGISTER OF WILLS OF _....;W:.::AS::.=:..::H.:..:I:::N:..:.G=.::TO:...:.:N:.:.-_ COUNTY STATEMENT OF DEBTS AND DEDUCTIONS AND AGENT OF THE COMMONWEALTH ESTATE OF Helena Carter, etC. t L.AT&: oF North Frankl in 'COIA.tnship, Wash. Co. ,Pa. DATE OF FILING APPRAISEMENT __,$ol.Sie;,tp:!..t~<..&•__;;;4~t--=1::..9::..::6;.::9:___DAT&: OF DEATH June 6, 1969 DATI!: NO. OF VOUCHEit NAME OF PAYEE REMARKS AMOUNT 1969 Marino Re Letters Testament r 23 50 14 00 2 00 COMMONWEALTH OF PENNSYLVANIA COUNTY OF }se: Washi;t:),gton .J I, ____ ...,M.._a"""r-':9:J<3o::a.LT..a:P;::..t"'-..... J~a:a.Pu.t:P~ML:U.Our~r~....~oi..o:S:u0..u..O~------------HEREBY CERTII"Y. THAT. TO THE BEaT OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES opr ADMINISTRATION SUBMITTED TO THE ESTATE OF HeJ ena Carter J etC 4 > DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. • >') X,/.t_'O t9'/~, <V..s~v -~ ~~ ~-. . -ff'..,p;,/ SWORN-ND SUBSCRIBED BEFORE _!!I: THIS .:2 (.. DAY Of" 0 t~ oe!ena Carter> etc.> • (_ ~5-~ 77: .. .-_) Ill .2SL ~ (4 (J.~ \-=vt:A~-"' ~;.,~~ · Nota -l'Uhll.c My Com.Exp: March 26, 1971 Washington, Washington County, Penna. t • ,· , I , .. •. " .. r .. .; --~·-.!. . __. ~· 1' ,. ' I, 1' f f :~· 1 ,. ~ I' '\ j ·' .J. ·.·· , ~ . -.' '\.) ··• .J: 'i ,. ' .. J r . '.., 1-t ~~ •, I. ' t ,~, .• ~· (, .. r .. r. ( . . . '1 ! . ,. r : ' . ': .. , '' .; 'I (' . ' I' , . ') ·::·· .. . ,. .' ,. r-1 \.,:) .:r.:::,.. ""' .:::r' - . ,. .• -l ' .. r:,.