HomeMy WebLinkAboutOC1969-0753 - ESTATE OF SUTMANDEDUCTIONS ALLOWED IN /
'"'dtl"l7197~u~-~~~
Form RC C·lO
~·OFFICI! OF TME
REGISTER OF WILLS
oF Washington COUNTY
AND AGENT OF THE COMMONWEALTH
STATEMENT OF DEBTS· 1
AND DEDUCTIONS DA~E · 1'11~'1'1
.......... l' u.t ..... -' 'f"
Register of Wills, Ago"!
ESTATE OF Anne Cairns Sutman, etc. L.ATE oF--=B~o:::.r::....::o~u:.~g.h::::....o.:::.::.f_C=h:.:a::.:r:...::.le=r...:o:.:i:...... ______ _
DATE OF FILING APPRAISEMENT DATii OF DEAT;. '"'ell 3, 1969
~ ~I
' \~_. ...... "=F.l.M l IJ .... DATI! NO. OF NAMii: OF PAYEE ll""""j AMOUNT VOUCHEJt
(/ charges ..
Francis C. Slezak Funeral services & cemete:tv 2_.~_ 176 00
St. Jerome's Church Services 25 00
DuBart Monuments Letterin£! on Monument 15 00
U.A. DeRienzo M.D. Account 41 00
The Vallev Independent Advertising-10 00
WashinQ:ton County Reports Advertising-14 00
Reg-ister of Wills Probate etc. est. 25 00
ReQ'ister of Wills Short Certificates _n_ 00
Reg-ister of Wills First & Final Account est. 20 00
Thomas Edward Cairns Executor's fees 2,235 00
Henry A. Martin Attornev' s fees 2,235 00
6,802 00
COMMONWEALTH OF PENNSYLVANIA }ss: COUNTY OF Wa:2hing:ton
I, Thomas Eg:::ll[;ard Cairns HEREBY CERTIFY, THAT. TO THE BEaT OF
II<IY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL. EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE EST.<\TE OF Anne Cairns Sutman DECEASED, AS DEDUCTION$ f'OR
INHERITANCE TA':' PURPOSES. ~.~ ~d~ b~.) -f·~ SW"dt~li!SCRIBED BEFORE ME THIS DAY OP' . =..-->t.t. ~
K...-7·-_i. Pfi.A_d Jn ;._~~ 11
-" Notary Public, Monessen, Weslf_oreland Co.
MY Commission Expires August 5, 1974
... .
2. 1 7 6. 0 0
2 5. 0 0
1 5. 0 0
4 1. 0 0
1 0. 0 0
1 lt. 0 0
2 5. 0 0
6. 0 0
2 0. 0 0
2. 2 3 ;). 0 0
2. 2 3 j_ 0 0
6. b U :C. 0 U T
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.
ol LAST WILL AND TESTAMENT ,,
KNOW ALL MEN BY THESE PRESENTS, that I, ANNE CAIRNS
'.
SUTMAN, also known as ANNE C. SUTMAN, a widow, of the Borough of
Charleroi, Washington County, Pennsylvania, being of sound and disposing
. mind, memory and understanding, do hereby make, publish and declare this
to be my Last Will and Testament, hereby revoking any and all former Wills
by me at any time heretofore made.
And as to all of my estate, real, personal or mixed, of which I
shall die seized and possessed, or to which I shall be entitled at the time of
my decease, I give, devise and bequeath as follows, to wit:
FIRST: I direct the payment out of my estate of the expenses of
my last illness and funeral.
SECOND: I direct that I be buried according to the rites of the
Holy Roman Catholic Church, an.d that my body be placed in a cement burial
vault. The amount to be expended for my burial shall be 'in the sole discretion
of my Executor, free of any limitation or restriction imposed by law.
THIRD: All the rest, residue and remainder of my estate, I give,
clevis e and bequeath unto my nephew, THOMAS EDWARD CAIRNS, to have and
to hold the same unto him, his heirs and assigns forever.
FOURTH: I nominate, constitute and appoint THOMAS EDWARD
CAIRNS to be the Executor of this my Last Will and Testament, and I direct
that he shall not be required to enter security in any jurisdiction in which he·
may act.
IN WITNESS WHEREOF, I have set my hand and seal to this my
'h·\ £.-.., •. ~--! --day of November, in the year of Our Last Will and Testament~ this
Lord, One Thousand Nine Hundred and Sixty-eight ( 1968).
/ //" ll' (_t • \ ·-t·. -:c_;._•_~L_<'-=-_'_'" _L_'t_~-_t_\L __ ·~_· '-_·_· _-_;_,._ .. _ .... __ -'~'·:..· ___ (SEAL)
Anne Cairns Sutman
·Signed, sealed, published and declared by ANNE CAIRNS SUTMAN, 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 .. J~l= __ D_ \\ \ :-1--I
/ t·-c ~ \ ,_ -.::~ 1 \~ . I. 1 c "--:'-\_ ~._ _:.__ -'I :_!. < (-:. '· ( -/ ; r .-',, • •
Witness Witness
.,
.· ~J'_ ~ y_ ;7~0
i\ffi~nutt ®f Exrrutnr ®r i\ltmtuistratnr
t)tatt nf 'tunaylnauia. f WI:
C!lnuuty nf 'llaa~iugtnn (
Personally before me, the undersigned authority, a ...... N.9..!~E.Y ... ;P..~.!?.!.~-~--··················-·················in and for said
County and_ State, appeared .......... .T.homas .... Edw.:a.r..d .... Cai;r.n.s ............................................ ______________________________ who, being duly
sworn according to law, deposes and says that he is the executor or ~of the estate of
............ Ann.e. .... C.a.ir..ns. ... .S.\ltm.an..~ .... e.tG. .•................................................... deceased, that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate oLA.Il.O.e. ... .C..air.ns. ... .S.u:t.man~ ..... e..t.c. .• ,
deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each
item made by the above named Executor Administrator. . . . . g.cA da~-~~;;;,~;~;~~~=:= }L-~-t~~~=
•· My commission Expires.!).~~ \IQ}AIAL INSTRUCTIONS
1. An inventory must be filed within three months after appointment of personal representative.
2. A supplemental inventory must be filed within thirty days of discovery of additional assets.
3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over
$10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, including Copy
of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2
3Juu.rutnrg auil 1\pprai.s.rm.rut of the goods and chattels, rights and credits which were
of ......... A.P.:P.:.~ ... G.~.t!:P.:.~ .... $.~.t!P.:~!:l ....................... -··············· ............... late of..--~-~!.-~~_g?. .... ~! ___ g_~~!..!~_!._gi ........................................... _
Washington County, Pa., ta.ken and made in conformity with the above affidavit.
PERSONAL PROPERTY (Anne C. Sutman)
100 Shares -United States Steel Corporation -Common Stock
Certificate No. U294911 (43 7 /8) 12-17-68
100 Shares -United States Steel Corporation -Common Stock
Certificate No. U294912 (43 7/8) 12-17-68
50 Shares -The Cooper-Bessemer Corp. -Common Stock
Certificate No. NC/o 53846 (44 5/8) 7-17-56
60 Shares -The Cooper-Bessemer Corp. -Common Stock
Certificate No. NC/o 67604 (44 5/8) 5-24-57
10 Shares -The Cooper-Bessemer Corp. -Common Stock
Certificate No. NC/o 59642 (44 5/8) 11-22-56
12 Shares -The Cooper-Bessemer Corp. -Common Stock
Certificate No. NC/o 89877 (44 5/8) 4-8-60
32 Shares -The Cooper-Bessemer Corp. -Common Stock
Certificate No. NCO 125035 (44 5/8) 10-14-66
100 Shares -The Cooper-Bessemer Corp. -Common Stock
Certificate No. NC 112213 (44 5/8) 10-14-66
20 Shares -Chrysler Corporation -Common Stock
Certificate No. CX 96511 (50 3/8)
DOLLARS CENTS
$8, 775 00
$11,781 00
1' 007 50
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· i RECEIVEDEight :~d Nine Hundred SiX end
I. 40/100•••••••••-••-•-••••••••••dollars
representing Pennsylvania Inheritance or i i
From: __ ~A~t~t~~~·-=~~~Elr~~~~~~i~n~---------------.-----------E_st_at_e_T_a_x_d_u_e __ fr_o_m __ th_e __ fo_ll_o_w_in~g~e_st_at_e_: __________ __
Address_6_0_S_Schoo ___ n_llaM __ e_r_A_ven __ u_e ______ 1 2% Tax on $ _______________ _ $
Monessen,Penna. 15062 6%Tox on $ _________ _ $
'!
File No. 63-69-753 Date of Death 3/3/69 ..-. 15% Tax on $ final p:rmt.. $ 5.764.66
Date of Payment ___ J--=un=e=--25=.!!.'.::1:..::9_;7_;9:__ ______ 1 % Tax on $ _________ _ $
Estate Tax, Act of Anne c. Butman , Name of Decedent -------------------1 May 7, 1927 $
Washington County ________________________
1
Remarks: jmo
SEAL
NOTE: This Triplic1_1~e Receipt to tie retai.ned for au,,..2'~1s4-l
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
dote of death
Plus interest at the rate of
6---% from 6/3/70
to dat•
TOTAL AMOUNT PAID
. " Received by
NOTE: In accepting the transfer . inheritance lox 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
$ 51 76A41 66
$ _________ _
$·==8:::!:,=9=0=6=·=·0====
not be precluded or prevented from hereafter assessing additional inheritance lox ot the death of the __ ~--~~?L:.::..,:=-~,-------=~-r+~~~-ll
life tenant o'r tenant lor yeors whenever it appears that such additional lox may be legally due ond
collectible lor any reason whatsoever.
ESTATE OF
ANNE CAIRNS SUTMAN, A/K/ A
ANNE C. SUTMAN, A/K/A
MRS. A. C. SUTMAN, A/K/A
MRS. ANNE SUTMAN, A/K/A
MRS. ANNE C. SUTMAN,
)
)
)
)
)
Late of the Borough of Charleroi, )
Washington County, Pennsylvania, )
Deceased.
)
)
INVENTORY AND APPRAISEMENT
(Titled -Mrs. Anne C. Sutman)
75 Shares -American Telephone & Telegraph Co.
Capital Stock -Certificate No. 64XB762757 (52)
6-1-64
3 Shares -American Telephone & Telegraph Co.
Capital Stock -Certificate No. J758009 (52)
4-2-61
48 Shares -Am.erican Telephone & Telegraph Co.
Capital Stock -Certificate No. El27786 (52)
4-24-59
2 Shares -American Telephone & Telegraph Co.
Capital Stock -Certificate No. MB 20069 (52)
5-12-58
2 Shares -American Telephone & Telegraph Co.
Capital Stock -g;ertificate No. M905556 (52)
10-12-56
20 Shares-American Telephone & Telegraph Co.
Capital Stock -Certificate No. XY49952 (52)
7-15-56
100 Shares -Curtis-Wright Co.
Common.Stock (24 3/8)
Pittsburgh National Bank, Checking Account
First National Bank, Charleroi,
Checking Account
First National Bank, Charleroi,
Savings Account No. 6296
The Ladies Catholic Benevolent Association,
Insurance Policy No. 28 78 98
Treasury Check No. 77, 732, 236
Treasury Check No. 26,049,522
Chrysler Corp. Check No. 0142375
2
$ 7,800.00
$ 2,437.50
$31,801.00
$ 2,202.86
$ 265.99
$ 2, 541. 64
$ 500.00
$ 28.26
$ 77.10
$ 10.00
$ 5,625.85
..
1
ESTATE OF
ANNE CAIRNS SUTMAN, etc.
INVENTORY AND APPRAISEMENT
United States Savings Bonds &
Savings Notes (See List Attached)
National Service Life Insurance proceeds on
Life of Hudson T. Sutman, deceased
JOINTLY -OWNED PERSONAL PROPERTY
U.S. Savings Bond -Series H -D8832660-H
issued Jan. 1966 -Mrs. Anne C. Sutman or
Miss Cecilia Cairns
U.S. Savings Bond -Series H -D-8332651-H
issued Jan. 1966 -Mrs. Anne C. Sutman or
Mrs. Ellen Sweeney Roemmel
U.S. Savings Bond -Series H -D83326I1-H
is sued Jan. 1966 -Mrs. Anne C. Sutman or
Mrs. Dale Corrin
U.S. Savings Bond Series H-D8332648-H
issued Jan. 1966 -Mrs. Anne C. Sutman or
Mrs. Dale Corrin
U.S. Savings Bond -Series H -D8332649-H
issued Jan. 1966 -Mrs. Anne C. Sutman or
Mrs. Dale Corrin
U.S. Savings Bond -Series H -D8332650-H
issued Jan. 1966 -Mrs. Anne C. Sutman or
Mrs. Dale Corrin
U.S. Savings Bond -Series E -D88161 076-E
is sued Feb. 1966 -Mrs. Anne C. Sutman or
Henry Carroll -$500 denomination
U.S. Savings Bond -Series E -R-3412 4165-E
issued Jan. 1963 -Mrs. Anne C. Sutman or
Mrs. Nancy Cairns -$200 denomination
U.S. Savings Bond -Series E -C-430522242-E
issued Jan. 1963 -Mrs. Anne C. Sutman or
Miss Cecilia Cairns -$100 denomination
U.S. Savings Bond -Series E -C-23504261 0-E
issued Jan. 1956-Mrs. Anne C. Sutman or
Mrs. Ethel Fries -$100 denomination
U.S. Savings Bond -Series E C-235042609-E
issued Jan. 1956 -Mrs. Anne C. Sutman or
Joseph M. Fries -$100 denomination
3
$6,017.23
$1,725.00
$500.00
$500.00 v
$500.00 v
$500:00
$500.00
$500.00
$419. 20 v--·
$188.00
$94.00
$117.20
$117. 20
,
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Form RCC-33 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
./
RESIDENT DECEDENT COUNTY OF ........ W.~~~~J:l.g~~-~---··········································
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.) ---_!.~~~~:;;;;~;~;;::::_ ---}:::U:v~: OF
Late of ... l.!l.Q.f..QP.gb. Ql ... Char..l.e..r..Qi.W..a.e.hi.n.gt.oJtounty N»>i~
::.: .;~::=:: : : ::~::~:::~} "'
. . . . . ... . ................................... Tho.mae. .... Edw.ar..d ... C..ai:r.ns. ...... . . ..................... Eueutor
of the estate of the above-named decedent being duly sworn, depose 8 and say 8
March Decedent died ........................................ . 3 •.......... ......... , 19 ...... ~.9. ..... ,] testate leaving a last will, copy of which is hereto attached. }
(Jiay) (Y.,..r) l ~e (Month)
Name and address of attorney or}
other authorized representative to ·
whom all correspondence should be
mailed.
............... H~nr.y A~ Martin •. ~e.q~................... .... ......... . ...... . . . .
...... lOS lf.ifth Stl"eet. MQneQt'!eu. :PA l5Q6Z
That as such ....... (.1~;!~~ ... deponent is familiar with the affairs of said estate and the property con-
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 Sc.hedule A attached hereto and made part hereof sets forth fully 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, ,,do~,-~~-. ~he. last
• c / •• interest day prior to decedent's death in the case of savings banks, and to the date ~_f,,d~_cede.JJ.t's"death
in all other cases; all bonds, postal savings, treasury certificates or notes and ottien .. evidence of in-, . .
debtedness of the United States to the decedent; all obligations, whether by statut~;:2r 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~~ilverware, pic-
.--. I • o# tures, books, works of art, household furniture, horses, carriages, automobiles, boats, '.a:Ijd any_ ,and all
other personal chattels of whatsoever kind or nature, left bydecedent, together with the'f;;irly estimated . (
market value thereof; all bonds and mortga.e:es held by decedent and of all claims due and owing de~edent
a.t the time of death, and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face
value and estimated fair market value thereof, and if such estimated fair market value be less than the
face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys payable
to the estate from life insurance polici'es carried by decedent; all annuity and endowment contracts the
proceeds of which were 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 deceden.t 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 stateme'nt 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'~ death, or intended to take effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y
of the deed, trust agreement or other instrument creating the trust. Thero~ 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 indiv.idually or jointl_y, bythe will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary.
That Schedule E attached hereto .and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; ~ebts and claims owing and unpaid at time of
death; taxes accrued chargeable 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 appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary •
....... .!. .. ~ ...... . \ ~~ ..... ~cL~~ ........ ~ (Executor~
............ 3l..O ... l.l.Z ... C.r.e.s.t.A.Y.e.nue ............................. ~ ........ ~~··
en, Westmoreland Ca. (Street Number)
My Commission Expires August 5, 197 4 ·Gmte~oit~ft·~~ .. ·s~;T ....................................... .
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
• R.C C-34 <i-~4)
'COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER 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 heid as joint tenant or tenancy by entireties, report on Schedule "E". Property hl'ld by
the de.cedent as tenant in common with another or others, should .be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commo!"wealth of Pennsylvania should be ( 1) (2) (3)
described by lot and block number, street and street number, together wl th DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encum~rances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "F" and must not be deducted from this schedule.
None
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.
/
·,
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 certificates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
NO•
ITEM UNIT ESTIMATED
List and describe fully VALUE MARKET VALUE
(Anne c. Sutman)
1 00 Shares • United States Steel Corporation
Common Stock 110 Certificate No. U294911 12-17.6 43 7/8
DO Shares ... United States Steel Corporation
ommon Stock ·Certificate NO. U294912 12·17-68 43 7/8 $ 8, 775.00
-r~rn-L....
50 Shares .. The Cooper ... Bessem.er Corp. Common
7
•
tock -Certificate No. NC/o 53846 7 .. 17-56 44 5/8 Jr-"'~-'Jo/~-
0 Shares-.The Cooper~Bessem.er Corp. Common
tock-Certificate No. NC/o 67604 5-24-57
0 Shares-The Cooper .. Bessemer Corp. Common
tock·Certiflcate No. NC/o 59642 11-22·56
2 Shares-The Cooper"'Bessem.er Corp. Common
tock•Certificate No. NC/o 89877 4·8·60
32 Shares-The Cooper .. Bessem.er Corp. Common
tock•Certlficate No. NCO 125035 10-14-66
100 Shares-The Cooper•Bessemer Corp. Conuno
toek•Certificate No. NC 112213 10·14·66
0 Shares -Chrysler Corporation Common Stock
erttlicate No. CX 96511
(Titled ..; Mrs. Anne C. Sutman)
75 Shares -American Telephone & Telegraph Co,
5/8
44 5/8
44 5/8
44 5/8
_....--
S/8 $11,781.00
-(o(ttl-·.
so 3/8
apita1 Stock•Certificate No. 64XB762757 52
-1-64
Shares-American Telephone & Telegraph Co.
apital Stock-Ceaotificate No. J758009 4-2-61
8 Sha~es -American Telephone & Telegaoaph Co.
aplta.l Stock-Certificate No. El27786 4-24-59
52
52
DEPARTMENT VALUATION
(Do not write in
this space)
1 fO'~. 0 cJ
Insert this total opposite "Personal Property", Schedule "B" in X X
the "As Reported" column on the last page of this return.
'·' :~ .
. . '
. .-.: ... -:.~ -. r -~
f .. ,i.
t ~·Ju.' t ·:,: ¥'. ··.:.; ·,.. ~ • t ••• --~~-... ,.. •-': •• J,• '
, ..
' •.. ~ ..
'· 1<. . 1
·l·~ . ,(
:':\ : ,·
O•,t _,SCH~J?y.~E)'~'"·
' ~ _; · .. (Contliiu~cU.: J · ~: . . . :· ~ ~ ·t"
,; -~ .. :~ .. ; .:~l·y:;:·~>1f, . i,-' I'
2 Shares "' .American Tebipbone & Tel~graph ·co.
-Capital Sto.ck -~~r~dca:te' No~ MB 20069 (SZ)
5-12-58"· ·'. •.
2·sil~ree' .. 'Anie:ri~il·~-T~.le.ph~ne &t .Teleg~aph .Co":;,·_
. Capital Sto~k .-.Certificate ·No. M905SS6; ,. ::(52)·. 1 0-1.2~56 '· . , . . . . \ ·· ....
·to() Share• .. Curtis-Wright Co.
Common Stock (2~ 3/8)
·.·.-.·· ,. ,.
.. '<:' ••·
Pitta burgh National Bank, Check.lh& AC:co~~. ·.
Fl~•t'Nationat B~nk, Charleroi,·
; G4~:cking A.c~6Unt .. . ' . ~ .. /.. . ' '' .
Firat NatiQ~lBa:~. Charler~l, ·
savt~g• A~eouD.t No: 6296 · '··<:: '
_..
.The·· Ladle•· Catll~llc ·:s~nevolent ·A .~otlatlon, .. · , .·
Itisurance Polley "f\lo. 287898 .. · ·
'~·. ·: '·
Tre~eu~y Check No. 77, 73'2, 2,36 ..
't: Treaeury Che~k ·No. z6·, 049, ·szz ·,::
·'
$ 2,'202·.· 86· . , ;{.~a J., rro·-· :_ ·. . . .·· . . ·I. ·. ·. . ,f;
$ .... 265.99 · ;. ·;?. t;r; 97
J
-.;_ ,_.~
. .. ' .:
$ SO'O. 00·
. ,;,t,;P) \' , 'j
5CJ,o,:.ff.:P_,.: .... >~~ ......... , ..
'$ 28. Z6 . .; g; ;#.~:Ei:\ } \; ..
· $ · 77.··1 o ·. . •r:J.j)/o :·:·> · t·:! '· ·. ·. · .... :·.< '·:.
"' .. ~ . . t: • ,. ~·
, '$. . ·.t.o~·~b> .:;~··::._ -/i:r; .. oj:8:,;.~ ~·-· Chry•ler Corp. ~Cbfjck No.· 0142375 ·
..• "I,' ,, .
Unit~d-Statea Savtnga Bo,nds & Savlnge('Not~
(Se_e Ll•t Attached) · · ~ ·--.
' ... ·. /' ·~
National· Ser~lce Life lliauran.ce ,:proceed~)on
Life of Hudson ·T. 'Sutman, decea.e~d{ ~-:~ , .
~ . . . -··.:·. ··,.;:.·:./: ..
TOTAL
; ....
I '•
,,··
.,. . ~ ~' ,..,. • .~: .q
.. ',o;' . '< . .-~~."l•(;_,· ,,,
.l'<t ~·. ~· ....... :. . ·•; .. -· t•· '(!:" .'.''~ _,·,;.
'• j • •
•.·''·
···, .. ·-:.'
,. ··.··
...
.'.:·' ,' .......
·,.
·.' ~.
... ·
•' I ',',' $4sir6_'9: os .·
' ··'. ' :\:,. . . , ...
>I
.;
... ",,
i"
' ·. ·~ : ·,"·.· ::
. -~.. ·~ . .. 'I'
... : ... ·
( · .. . ~·
-: t':
l
...
RCC-36
COmrO::-i'I'TULTH OF PFNNSYLVANI A
TlUNSFER INHERITANCE TA:X SCHEDULE "C"
TRANSFEJ1S
~~SIDENT DECEDENT
( 1)
(2)
(3)
Did decedent, within two years of death, make any transfer of any material partg his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) ________ _
Did decedent, within two years of death, transfer property from hift~lf to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no) _____ _
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 ther~r which was to take effect in possession or enjoyment at or after his death?
(Answer yes or 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) -------
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) _____ __
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others ____________________________________________ ~--------
(7) Did decedent in his lifetime make a transfer, the consideration for which wasatyansferee' s promise to
pay income to or for the benefit of care of transferor? . (Answer yes or no) --------
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to alter, amend, or revoke, <ji()"'hich conld revert to decedent under terms
of transfer or by operation of law? (Answer yes or 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
(Noae)
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
MARKET VALUE
(Estimated) DEPT. VALUATION
(Dept. Only)
• · Rcc!.ss
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
. . .
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIOKS: This schedule must disclose all property, real and personal, owned by the decedent jointly
with another or others, including intangibles, standing in the name of the decedent and others. Li~t
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 I Unit ·percentage
Address and Relationship of Co-Owners, and Place Value Share
of Record of Instrument, where Real Estate. 1 •
-· . .. ~·
l11ued San• 1966 • Mre. Anne c. Sutman or
Mill Cecilta Cabo•
U~~. Savlnge Boacl·Se_.lee H ·D·833Z65l·H
le•u~d J'an, 1966 • Ml-1. Aue C• Sutmaa or
Mrs,·-Ellen Sweeaey D.oemmel
U.s.savtns• Boac:l•Seriel H ·D8J326ll·H
te1ued Jan, 1966 • Mra. Arw.e c. Sutman or
Ml'l. Dale Corrie
U.&.Savlnge Boad-Serlel H ·D8S326U·H
l11ued Jan. 1966 .. M:re. Anne C;. Sutman or
Mre. Dale Corl'lo -
U.S.Savlnga Bond•Serlea H • D8332649 ... H
l11ued Jac. 1966 .. Mr1. Aue c. Sutmao or
Mre. Dale CorJ"lo
U.S. SaWnga Bond·Sel'lel H • D833Z650·H ' l••uecl Jan. 1966 .. Mr•• Arllle c. SutmaA or
Ml'e. Dale Corrla
U.S.Savinge Bond·Serlee E • D88161076•E
l1eued Feb• 1966 • Mra. Anne c. Butman or
He.ftl'Y Cat!roll • $500 denomltlatlon '
U.S.Savlnga Bond•Serlea E • R·3<l12 4165-E
i1eued Jan. 1963 • Mre. Anae c. Butman or
Mre. Nancy Ca1ru • $200 denomlttatlon
/
U.S.Savlnge Bond·Serlee E • C•430SZ2242•E
l••ued Jan. 1963 • Ml'l• AMe c. Sutman or
Ml•• Cec:iUa Cab·na • $100 denomlaatlol\
u.s. Savlqe Bond-Sel'lea E ·C·2350f261 O·E
l11ued Jan. 1956 ... Mr•• Anne c. Suiman or
Mba Cltthel FJ"lea ... $1 00 denomination
U.S.Savlnga Bond·Se:rtea E .. C·23504%609·E
11 1ued Jan. 1956 .. Mr•• Anne c. Butman or
J'oeeph M. FJ'le• • $100 denomination
'• {
{y'jf'
Estate
Valuation
$500.()0
$500.0.0
$soo. oo·
$500.00
$500.00
$500.00
$419.20
$188.00
$ 94.00
1 $117.20
$117.20
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
'I
Value of
Decedent's
Interest
0'/( / ~-
(
h
RCC-:?17 (12-63)
COl\11\lONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
BENEFICIARIES AND ADDRESSES
State full names and addresses of all who
ave an interest, vested, contingent or other
wise, in estate)
Thonui.A F.~'WA,.~ C:~i,.na
]J 0 1/2 C'PIHif:AvPnUe
Cha.rlAroi PA
~
~
e
-
SCHEDULE "D"
BENEFICIARIES
RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF
illegitimate children DECEDENT OF BENEFICIARY
are involved, set STATE YES IN ESTATE . forth this ·fact.) OR NO BIRTH
n~:tt'\hl"ur , .. .,. .. . ,
.
e
I' .
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
Will
Administration t No.
Dl THE
Year .................. .
~lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Anne Cairns Sutman, a/k/a Anne C.
Sutman, a/k/a Mrs. A. C. Sutman,
a/k/a Mrs. Anne Sutman, a/k/a Mrs •
.. Anne .. C .... Sutman ...
Deceased
Late of the B.():t:"Pll.g:ll qf Glla,:rl~r.9:i. ....
County of Washington ...
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
Henry A. Martin, Esq.
ANTO, MYSHIN & MAR TIN
108 Fifth Street
Monessen, PA 15062.
(Executor-Administrator
must complete "As
Reported" column #1.)
C1 ..,
0 "' "' ....,
pj X ~ en-
~ "' .... pj .... (!)
~\~ ~ ~ ~~ pj::s ;;:\ e. ,,,...._"' 0
........ ::s ~ ;.....,._Ill e:.. a ~"' '0 ,,......_ : ~ Ill
:~: .g ~
!t '<
en c::
::::: ::::: > . . . ~ :~--->< ~~en en en :;:;. ) (') (') (') ~?"?"?"
:~ r) tl3 > :..__:_.....; . .
-~----
> "' ~ (!) ........ .._,-0~ ..,
ct c..
~
------
~·
\\)
~
N
·~· -~
'~·'~_i,·..-.. • < > \ L: 'J':
1
., ,:. tl
:1:..-.. ·~~. _t ~tv ~~ -3~ .~J -· '' : ::s i ;: ~ '·~· c.. :~
..
--------------------------------.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
RCC-81 (6-71) 17127 IN YOUR REPLY PLEASE
REFER TO 37-243-3
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
THOJIAS EDWARD CAIRNS
In Re: Estate of ANNE CAIRNS 3UT~~N a/k/a
-~'=vA=S-=H:.::I:.::..N:....::.G-=T-=-O.:..:.N __ County_ File No. 63-69-753
Dear Mr. Cairns:
You are hereby notified that the original
appraisement in the estate of Anne Cairns Sutman a/'1;/a
has been filed in the office of the Register of Wills of \vashington
County on May 12 , 1972 , Said appraisement reflects the following
valuations:
Reo I Estate ------..-..--....-::o,....---..-=-----
Persona I Property ___ 4_5_.,'---2_3_3_. 0_8 ____ _
Transfers-,-------,--=---=-=-=---=-=------
J oint I y O~n ed ___ ___,1,_,,,_,9~6~7,_, • ._,8"--'0~----
T ota I -------=4u7Ll,~2~0u.Ou.~8!..'!,8!__ __ _
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 nine (9) months
(fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from date of death,
interest at the rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as provided by law.
Date -~M=a'!.J.y__,l=2~, _1=9_,_7-'"....:2::::_ __ _
Title _C_H_IE_F_A_P_P_RA_IS_E_R _____ _
DATE OF DEATH: }.-farch 3, 1969
Note: This is not a bill.
/
R.::C-39 (5.68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
· Estate of SUTMAN,
(Last Name)
ANNE CAIRNS DATE OF DEATH_J_-_:3_-_6_9 __ FILE NO. 63-69-753
(First Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of lvashington
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the value• "t fo"h oppo•ite "ch item in the la" column to the oigh~' "A", "8", "C", a "E",
Dated, May 12' 1972
INHERITANCE AX APPR;;:t! ~r(
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
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$ $ $----~~~--~-=-
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
47 200 88
None
CLEAR VALUE OF ESTATE 47,200 88 47,200 88
Valuation of life estates or
annuities ... , . . . . . . . . . . . . . . . $--------t---
EST ATE TAX ASSESSMENTS $ __________ _,___
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Taxon$----------------~--
Tax on $ ----------------1-----
Tax on $ -----------------+----
Taxon$--------~~~~~~~
Taxon$--------~~~~~~~
Exemptions=======~F==
Total Estate ---------------4-----
TOTAL TAX
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from 1!:-a-/Q to 8-/6-z..r
$ _____________ 4----
$ ____________ ~----
$--------------~---
$ ______ ~----~~---
$ __ _,~~C>~)-+y'--+'t;=3-
$
$
AMOUNT OF ESTATE TAX ASSESSED $----------+--
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Estate tax paid $ _______ ---.~L_._ __
$ _--L...z~t--=s-~tr---'-=o2=7J:_
TOTAL TAX BALANCE ! ====/=7:...1=~C.~S~=$l=~l~o2=3~=
BALANCE DUE
Add interest at rate of 6% from
----------~0----------
PAID $ __________ .....J_~.....-__
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
Will
Administration ( No.
IN THE
Year ........... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
ANNE C~:£~S .. S.t1'f~ft\N .. a,/k/~ ...
Deceased
Late of CIJAIUJ.;R()l .
County of WA.~I:IJ:NQ'l'ON .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
Funn RCC-2
DEPAR.TME'l'~T OF REVENUE
BUREAU OF COtlNTY COLLECTIONS
nATE ....... MaY ... l.Z .. , ...... l9..7 .. ~ .... .
COUNTY ....................... ~~~~h.~.!l.g.!:_Q!\ .. • ......
HARRISBURG, PENNA. 1 7 12 7
COMMONWEALTH OF PENNSYLV M~IA
RESIDENT INHERITANCE TAX
APPRAISEMENT FILE NO •....... IJD ...... 6.3.~ .. 6.9.~ .. 7.5J
Whereas, ........................ Anne ..... Cair.ns ..... S.utman .... a/k/a ...................... late of ....................... Charler..o.i ................................................ .
in the County of ............................ J1.ashi8g.t.on ............................................................... Commonwealth of Pennsylvania, having died on
the ............... J ..... r.d .............................................................. day of .......... Marc.h ............................................... 19 .... 6.9, seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ................ F..r.an.c..~.S ...... L..~.Q ....................................................................... , 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
$
REALTY:
See Schedule "A" attached to annraisement 45.233 08
JT. HELD:
See Schedule "E" attached to appraisement 1,967 80
.. '
..
-Total 47,200 88
Having been duly sworn according t_s>law, I do hereby~t~~hat the a ove apprais2ment is ade in con-
formity with Jaw on this .Lc::;{~----:,.,., . . . day of ~L.£~ .. .. . ... . .. . . .. . .. . ... .... . . 19 ~. "" ... ·~ . ~#Zt( A· ..; . /' .. • .. -~~b~r ·;,;;·. tr•et) . . . . API! . ~~ .....
~~~d.<;tt... . ....... , Penna.
I
i I
................ \V.ASHINGTON ................................ . County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
....... .ANh'"E. ..... CAIRNS .... SU..T..MAN .... a/.k/a ........... .
Deceased.
Late of
CHARLEROI ·················· ........ ···················································································
Date of Death, ~fa.r.c.h ..... 3 .. ,. .... 1.9.6.9 .......................... .
Appraiseme1!f Docket Vol., ....... 3..7. .................................... .
Page, ....... ~.~.4.=~··········· ........ No ... m'-f. ... § .. ~-~.§.~.~ 7 53
Filed in Register's 0 ffice, .. }~a.Y .... l.Z ........ J 9 ..... 72
Am-ount of tax due, $ ........................................ : ......................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appraisement,
Appeal f,.om Appraisement,
Entered and charged,
~
cP~ ~"0;~ Yo~ ...... ~ -"\:...;--....::::..
•
RCC-116 (2-78)
SUBJECT:
TO:
FROM:
Date: (o-(d5-7C/
Re: Estate of Bureau File #'--~~~~~~~~~_..__
County of----------~~~~~~-------
Bureau of County Collections
Inheritance Tax
Enforcement Division
411 S. Second Street
Har~isburg, Pa. 17127 ~ 1. _1 ; J-~).-.·1 0 I} {) . ~ f! x.x)d/
Please be advised that a Request for Legal Action
(RCC-48) was forwarded to you on the above estate, on J0·/d·2? .
The requirements have been met by the following
action:
( ) Tax Return filed
(V( Inheritance Tax paid (; ·r£;j-7q_
1
Amount ~ s_~-~ '-L Ca. ~ •
Interest ~3 1.. tLJ_ rzf)_ •
Total K9rJtz. L/o
( ) Other
REV•-418-(MI)
REQuESf FOR LEGAL ACTION
Commonwealth of Penuylvanlo
Deportment of Revenue
Bureau of Field Operations
Anne Sutman Estate of ______________________________________________________________________ _
County of ___ ~1_a_s_h_i_n_g_t_o_n ____________________ T IckIer Page # ___ 2_1_6 ____________ _
3/3/69 63-69-0753 Date of Death. _________________ Bureau Fl le No. _________ _
Atty. Henry A. Martin 605 . Name and Address of Fiduciary (les) or Transferee (s)
Avenue Monessen,Penna. 15662
Atty. Henry A. Martin 605 Schoonmaker Avenue Name and Address of Attorney ____________________________ _
Monessen,Penna. 15062
Name and Address of Present Owners of Realty (If applicable) ________________________ _
How verification was mede (If green certified mall receipt Is signed by other than addressee)
Docket Book Cite in which the grant of letters Is recorded (If the actual document Is not
avat lable):
Volume _____ 3_7 ________ ~Page~ __ 2_3_4 _____ ~Ltne _____ 3 ________ ~Date ___________ _
Type of Letters granted (circle one)
Testamentary Administration
This estate Is delinquent for the reason checked below:
I. 0 Failure to ft lean Inheritance return.
2. [E} F8i lure to pay Inheritance tax In the amount of $ __ 5_,_4_6_9_·_4_9 ____ --..Jpl·us Interest
from 6/3/70
ADDITIONAL INFORMATION
~ee copy attached Atty.Henry Martin is now the Administrator
10/12/78 Dist.Admr.
DATE TITLE
COMMONWEALTH OF PENNSYLVANIA
DEPARjMENT1 0F REVENUE
BUREAU OPCOUNTY COLLECTIONS
RCC-530 (2-77)
Atty.Henfy Martin
605 Schoonmaker Avenue
Ronesse·n, Penna. 15062
DATE: 8-19-79
Re: Estate of Anne C. Sutman
Date of Death 3/3/69
File No. 63-69-753
We have recently contacted you or your legal representative
advising that the above estate was in a delinquent status. As of this
date, the matter has not been resolved.
Section 701 of the Inheritance and Estate Tax Act of 1961
requires the personal representative of an estate and/or a transferee
to make an inheritance tax return. In addition, Section 711 states
that inheritance tax is due at the date of the decedent's death and·
shall become delinquent at the expiration of nine (9) months.
Section 791 of this Act provides that any person who wilfully
fails to file a return required under the provisions of this Act shall
be personally liable for a penalty of twenty-five p~rcent (25%) of the
tax determined to be due or $1,000.00, whichever is less. This penalty
is in addition to any other ~iabilities imposed by the Act.
Our review shows that this estate remains open because:
An inheritance tax return has not been filed; ---
x Tax in the principal sum of 51 764.66 -=-=--, plus
six percent (6%) annual interest from 6/3/70
remains due and unpaid.
Inheritance tax returns and tax payments must be filed with
the Register of Wills of the county in which the decedent resided at
the time of death.
Accordingly, please be advised that unless the return is
filed or the tax due, including interest, is paid in full within
fifteen days from the date of this letter, proceedings will be
instituted in the Court of Common Pleas by this Department to effect
compliance with the law.
. \'\) tax due 5, 764.66
\\} Int.to 7/3/79 3, 141.74
~ Balance Due 8,906.40
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no _A r1 r1 r.esf11 R..P,n 1 v 1t o : u.mn'ntan.vca ••• l ti'C.~...,.cm.i~y.v;uua
I:)epartmcnt of Revenue
Inheritance Tax Division
yours, ~ J. .
e i ld A• Guy, Jr.
A sistant Attorne~ al
Commonwealth of Penn lvania
244 "~ashington Trust lluilding
Washmgton, Pennsylvania 15301 L---------------~-----------------------------------------------
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