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HomeMy WebLinkAboutOC1969-0811 - ESTATE OF BARKERl RCC-39 (ll-581 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT --" SUMMARY Estate of BARKER, (Last Name) NELL C. (First Name)(Initial) DATE OF DEATH /-.3-(09 FILE NO.63-69-811 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the las t column to the right in Schedules "A","B", "C",and "E". Dated:__---,.,0,-8-,,2"'6,.--...,..6x.-9 _ 01-03-69 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect- fully repoll't 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 dedo.tioo.~-._•fi/~7.~'"___::"\ Dated:08-26-69 L!::-~GV~ REGISTER OF WILLS VALUE AS REAPPRAISED $-------+---i10 hc, 9.0ffJ 1.L2 ~,380 07 1.385 85 7,994 22 $ 110 M 9.060 L.2 9,380 07 1.385 85 7.994 22 VALUE AS REPORTED VALUE AS APPRAISED $ CLEAR VALUE OF ESTATE INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $-1-__cfp Tax on $?.991.L ??"6%0' Tax on $----------4-- Tax on $10% Tax on $15% ~e~tiMs * Total Estate -I-__ TOTAL TAX COMPUTATION OF TAX $---------4--$--401,10-1-+-?O-+.I.O-li:._ $---------4-- $-------+--$--------+--- $-----_--1._- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::t=== BALANCIE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $----1 AMOUNT OF ESTATE TAX ASSESSED $------.1L- Estate tax paid $--Jl- BALANCE DUE $-----~~ Add interest at rate of 6%from E ------I:to-----$--------l TOTAL TAX BALANCE $-----~ 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 ~L:r.c:.BARKER Deceased f • Late of County of WASHINGTON.... .WASHINGTO.N. Commonwealth of Pennsylvania REPORT AND APPRAISAL .~.,. ~--------------------------------- Fonn RCC-2 DEPARTMENT OF REVENUE. BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 12 7 • COl\lMONWEALTH,9F PENNSYLVANIA,..DATE ,.,.""",~~~~.~~.?'."~??.?.",,. RESIDENT INHERITANCE TAX COUNTY "".""""""""Wa,§.hingt.,gp':'""""".""".""""', APPRAISEMENT 'r- FILE NO.""""."..""."""63.::::.69.~e.ll.".""""...."...."""....,,.... Whereas," ".." "N~.;u.,G..,a.~r~.~.r " "late of " ":w.~.s.~~.~g~.P.:""."" " in the County of "Washing'tQn "Commonwealth of Pennsylvania,having died on the .3.r.4.day of ~~~~y.19.~9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.R Chaney.:,an appraiser duly appointed according to law, haying 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. Description of Allet Unit Values Appraisement Made for Inheritance ITaxPurpOles,-----------------------------------1------11-----..-- $ PEROONALTY: Cash 200.00 119.65 U.S.Series E Savings Bonds in the names of Nell1-----.::::.~!......:=:...:::.:::.:::..-=-..=..::::...:.:==-===-.;=-=c:.:;........;:.::.:==--=-=......:..:-=-=~--------__1I-----H___-----+-__ C.Barker or James L.Barker (deceased) JT.HELD: Checking Accoun,Pittsburgh National Bank,Washington 319.65 319 65 Pa.,Office,in the names of Nell C.Barker or CharlesI-------=-~....::..=..=:..=.=..::..!..-.:=::.=-..:..::.::.:........:..:=.:.....::.......:..=~----------__+--_tt_--__+-I WO Dillie.230.34 Savings Account,First Federal Savings &Loan Assn. of WashinP't,on.Pennsvlvania in the names of Nell r.l=l::I1"k-el".Qnd f:harles W Dillie asioint tenants with l"iQ'ht of survivorshiD US Series E.Savings Bond in the names of Nell C. Bal"ker of John Edward Barker. 8,808.99 21.09 q 060.1.J.2 Total 9,060 42 9,380 07 1-_----------------------------------------------- ..WASHING.TOR................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of NELL C.BARKER Deceased. Late of ....................WA$.tI.I..NQ'J9.N... . Date of Death,J.~~;ry...3.L.;l,.9.99 . Appraisemel!t Docket Vol.,~.?. Page,R.1.f!'..e[.~~No 9,?..~~9.::f3.+..+.. Filed in Register's Office,..A"!,lgJ,l.~t.4..9.,199.9 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,c•••••••••••••••••••••••••••••••••• Wrote abo.ut Appra.isement, Appeal j,.om Appraisement,. Entered and charged, ....f ~. ~ ,~, J ;;,' Form RCC-33 COMMONWEALTH OF PENNSYlVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ~JENT DECEDENT COUNTY OF.yXASHI.N.G.T.QN." IMPORTANT:This return must be completed iO detail and filed in duplicate,with will attached,with the'I Register of Wills of the County'\Vhere decedent resided;Return is due within one year after date of death,unless an extension is granted by the Se9retary of Revenue.(Section 703 of the Inl)eritance and Estate T~Ae.t of 1991.)"'u,,-"'._u --•......••••i ,",f". ........................................} ss: .........................................County of ..Washington..... .C.HAB.~~.S ..W P1L.LI.Et............................. of the estate of the a\)ove-name,-decedent being duly sworn,deposeS ....In.f.Q.r.m.g,nt.~ and sayS DecedentdJed J.an.uar.y 3 ,19 6.9 .f testate leaving a last will,copy of which is hereto attached.} (Month)(J",y)(V""r)L~i}(SXjfK Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. ...P.eacock~Kel1er.&Yo.he . .68:-7.0.E.astBeau..Str.eet~.....Washington,P.ennsylvania....1.5..3.Q..1..... That as such ..Info.rmant ,,.depori~nt is familiar with the affairs of said estate and the property con- Ill!:lli~*~OOM~Ml!f). 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 jndecedent's individual name,with right of access by another as agent or deputy,with the exception of the following:~ .l NAME AND ADDRESS OF BANK OR OTHER INSTITUTION A SAFE DEPOSIT BOX P' 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 full v and in'detail all the real property in the Connnonweal th of Pennsylvania of which decedent died naving 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 mort~~gee,~ate,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 proIlertywheresover 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 innnediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last intE~rest day prior to decedent's death in the case of sa~ings 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 tq th~decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereo~or of any foreign country,wh,ich .are owned at the time of!death;all wearing apparel,jewelry,silverware,pic- tures,bOOkS,works~f art;hous~h~ld-furniture,horses,carriages,automobiles,boats,and any and all oth,~r personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortgages held by decedent and of all claims due and OWing decedent at the time of death,ll.nd 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 carri~d by decedent;all annuity and endowment contracts the proceeds of which were payabl~upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and 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 mar~t 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 ousiness 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 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.Ther'~is ~ls.o 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 o~.the instrument creating such power.attached to the sqhedule. ~(.-.... That Schedule D attached hereto and made part hereof sets forth ~he names and addresses of all persons beneficially interested in this estate at the time of decedent's d~ath,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 ~he vestiture of real estate and the date of acquiSition ot'personalty,plus the nam~"address and relationship~'if any, of co-owners'to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of '\.. death;taxes accrued charge.able for period prior to decedent's death (except.those.allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,. have been carried forward and properly registered in the Summary. 1 /f)A cYl!~....&..~:. (Executor-Administrator) ......R P J . (Street Number) .....M.~.~.r..$~.M~.Q.hi.g!;U1...4.9..4.2.O'. (City or Town and State) Mary Jane Smith,~Jotary Public Washington,Washington County,Pa. My Commission Expires NOTE:Be fore s igning affI\I~~l't2lfnaWJ3sure 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. ~a-HuSubscribedandsworntobeforemethisa.{./ . ......71day of ~19t..'192:l~f=f--'-~..... '\-',\ RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF REVENUE BUREAU 'OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHfDULE "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 liE".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 (1)(2)(3) described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,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 CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.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 Hreal property",Schedule "A"in the X X X X X liAs Reported"column on the last page of this return. NONE c"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".Intarigible 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 o~or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) Cash If $200.00 ~~ U.S.Series E Savings Bonds in the names of Mrs.Nell C.Barker or James L.Barker 1 -$25.00 Bond dated October,1944 1 -$25.00 Bond dated July,1944 1 -$25.00 Bond dated March,1946 (James L.Barker was the husband of Nell C. Barker and predeceased her dying on September 6,1948.) Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 40.16 40.96 38.53 $319.65 Cmf\fON1I'"EALTH OF PENNSYLVANIA TTUNSFER INHERITANrS TAX' ~~SIDENT DECEDENT SCHEDULE "c" TRA.NSFEIlS (1)Did 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)~n~o~_ (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)no (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death;(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)_~n~O~__ (a)Was there any possibility that the property transferred might return to transferer o'r 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 thEe'property transferred? (Answer yes or no)no . (b)The right to designate the persons who shall possess or enjoy the prope'rty transferred or income therefrom?'(Answer yes or no)_-&n~OL-__ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others --;-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)no (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which c01lld revert to decedent under terms of transfer or by operation of law?(Answer yes or no)no (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in th~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 NONE DESCRIPTION MARIillT VALUE (Estimated)DEPT.VALUATION (Dept.'Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.NONE .~'j t J -... RCC-38 COMMONWEALTH OF l'ENNSYLYANIA· rHANSFEIl INHERITANCE TAX HF.SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY Ir;STRrCTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule nAn,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 nB",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to the decedent. Description of Property,Date of Acquisition,Name I unit percentage Estate Address and Relationship of Co-Owners,and Place i Value Share Valuation of Record of Instrument,where Real Estate.I DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest 1/2 of 42.18 21.09 ok. 1{2 of I,A' 1'717.98 8808.99.~ Checking account,Pittsburgh National Bank,Washington,Pennsylvania Office in the names of Nell C.Barker or Charles W.Dillie Savings account,First Federal Savings & Loan Association of Washington,Pennsyl- vania -Account No.8-11078 in the names of Nell C.Barker and Charles W.Dillie as joint tenants with right of survivorship tJ'P,;.tJ€.o '7-''1-~I!J U.S.Series E.Savings Bond in the names of Mrs.Nell C.Barker and John Edward Barker 1 -$25.00 Bond dated March 1,1943 1/2 of 460.67 230.34~ Insert this total opposite "Jointly Owned Property",SJhedule"E"9060.42 in the "As Reported"column on the last page of this 'r~turn.\ COMMONWEALTH OF PENN~iLViNIA DEPARTMENT OF REVENUE HARRISBURG RCC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE 1 RECEIVED nl BUREAU OFC\~UNTr COLLECTIONS MAR 19 9 01 nM '69 3=14=69 Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: joint tenants,at. S=U078 DECEASED JOINT DEPOSITOR,Nell C.Barker TRUSTEE OR INVESTOR .~-----.;.----- 70 East Katherine Ave.~i'lashington,Penna.ADDRESS -...:,*-:--_ 1=.3=69.,-/1DATEOFDEATH. .L~.,.A2 SURVIVING DEPOSITOR,Charles W.DUlle,'-' BENEFICIARY OR INVESTOR ~--=-__,._...",.----,~~~- 691 Esat Beau St.,Washington,Pa. NAME OF REPORTING First Federal Savings and Loan Association of vlashington,Pa.FINANCIAL INSTITUTION _ 77 South Ha.:tn Street#Washington,Pa.ADDRESS _ ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT _ NAMES ON ACCOUNT Nell C.Barker or Charles U.Dillie, OR INVESTMENT ------ Signature TITLE ADDRESS ------------.....~'7':,,(,----------- ?RELATIONSHIP TO DECEDENT __--.;;...._ DATE DEPOSIT OR INVESTMENT 4=2*0 4/29/1960WASESTABLISHED~_ BALANCE,INCLUDING INTEREST $17,617.98DUE,AT DATE OF DEATH $..:..-_ ~g 0 r,~_~ --J.C6, 5 ~l,t-/J 0...1;-'1 RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVE'NUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX PIVISION OFFICIAL NOTICE OF INHE~JTANtE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:_---'"C""'-!HgA·~nL.....EioI.lSoL-...lJ\iL;.o.·.""--"'D....ILWlL.....I....EiL..----'-__ 691 EAST nEAU STREET WASHINGTON,)PENNSYLVANIA 15301 Date:__-=-M:::::a.:.:::r:-=c=h:.....::.2~8~,....:1:=:.;9:!.:6~9~_ lvASHINGTONCounty _ County File No._ Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the Iiability for the payment of the inheritance tax due is imposed upon you,as transferee. Th,e property on which tax is hereby assessed consists of:Jt.Dank Acct.5...11078 held in ,the :FIRST FEDERAL SAVINOS &LOAN ASSN •.OF ~yASHINGTON ,PA.,in the names of NELL C.DARKER or CHARLI~S W.DILLIE.Opened 4-29-60.Balance as of date of 'death,$17,617.98 appraised by the Commonwealth,as of the date of death,at $17;617.98 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT: LESS:ALLOWED DEBTS NET TAXABLE AMOUNT 8,808.99$.;..'-_-:..:._;...;....'--~-$.~-----'---- AMOUNT OF TAX DUE 528.54 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before April 3 19 69 you may deduct a discount of 5%of the amount of tax due,or 26.43 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 rate of 6%per annum until paid 528.54$$ . \...~d/9~'ASSESSED BY:_~~:.....::{~--=.='::'~:"::::::.--"'::::_~.;:;;;"''-'::::''>--;:''''''~~~<_~_'...;,-/.._~_----..;-d;;....-_ (Agent for the Commonwealth) TOTAL AMOUNT DUE ,:J)~~L~t< (Inherita;"ce Tax Appr~r)APPRAISED BY: INSTRUCTIONS TO TAXPAYERS Make 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: H"",-;"d.,....~.Ill':\iOMMOfhYEALll1 COURT-HOU8i WAIHINQT,*~~11301 (over) If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwe9lth,list below the date paid,name and address of the person to whom you made payment,their official title and--;he <amount. ,, Date Paid Name and Address of Payee Official Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,y~u 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 deductions against the gross value of the property in the computation of tax·due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax.i----- 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 Amount Paid TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ SS: 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 payout 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 Register of Wi lis I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deducitiO'ris ;Iisted above in the total amount of $• •'\;J 'ui'n'"",;,rl''!~·'.Dote of Approval:_ •.-'If low RCC-37 (12-63) Ct)~Dll)7\WE:\I.TII OF l'E:'\7\SYYl.:\Nl:\ TRANSFER.1:\IIEHlTA!'\l'E TAX RES,IDENT DEO:DE!liT SCHEDULE "D" BENEFICIARIES - BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullna~es and addresses of all who illegitimate children DECEDENT OF BENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH 1\1n -~ - \ h Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF Will Administration !No. P.'<THE Year f~i I t:"[1,''-1.....,1; '69 NAP {9 PH J RUS.:s rtf If,.P/"f'!o'---I,.,..t....~{tJ,·~.l't "l: REGIS i':{OF WILLS WASIl/liGfOW CO••PI!.. S~ (Executor-Administrator must complete "As Reported"column #1.) 0 ...,'i:1 ::c..,..,(l)(l)0 Il'..,E..til ::;j til til til 0...,....,::;j '"C(l)e...,..,Il'til 0>:'i:1 '0Il'(l)c:r ..,..,co 0 ..... '0 '< ~(l)... til ..........'<Il'.....(l) NELL,C.,BARKER, Deceased Late of Wa,s llil1gtcm ' County of 'vashiIlgtOIl Commonwealth of Pennsylvania REPORT AND APPRAISAL enc::~ ~>II •.::c en en en >-<: (')(')(')?"'?"'?"'q ~>; '-"''-"'---- -00 -00 '00 -00 -00 -00 .--..>tilWW ,~.--..I---'I-'co P to P"O-••0--..-<:n 0}........<:1l 01 (l)c.. '00 -00 '00 '€F.''€F.''€F.' >Vl tJrt.--..2"l~..,--..- 3 ::lr.c.. \ -\ OF THE COMMONWIiALTH DEDUCTIONS ALLOWED IN J THE SUM OF $ut:;lL£!.f*I DATE APPROVED .....•..uu••~£i/>u~/ ~94~ Register of Wills,Ag.~t STATEMENT OF DEBTS AND DEDUCTIONS COUNTY OFFICE OF THE REGISTER OF WILLS OF Washington Form RC C:10 LATE OF WaRbjngton,Pa.ESTATE OF NELL C.BARKER DATE OF FILING APPRAISEMENT _....::£~;c::..-~....:....;,::"L/c_(~~L....DAn:OF DEATH __Iaollary 3,1969 DATE NO.OF NAMIi:OF PAYEE REMARKS AMOUNTVOUCH"" Piatt ~11 TT ~,1 'Rill 1 OJ 0 I::01:: .~ (Notp)'T'hiC!h!l C!Ylf'\,....., felt not to IandiRinsolventanditiRtherefh'Y'e be necessarv to list other nronel N~~-.4.."1",,......:..-t'f "6:~1..J1-\IV J'".J J...01'....j .s.ut ""',.." ;;~j /Jk ES- - COMMONWEALTH OF PENNSYLVANIA COUNTY OF Washington I,Charles W DjDie.son and informant HEREBY CERTIFY.THAT.TO THE BEaT OF MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSItS OF ADMINISTRATION SUBMITTED TO THE ESTATE OF NELL C.BARKER DECEASED.AS DEDUCTIONli FOR INHERITANCE TAX PURPOSES.~~~, .;;.~•~(L.5.) SWc:lRN AND SUBSCRIBED IlEFORE ME THIS /DAY ~~·we ]3;:~k:rl<,;0- Mary Jane Smith,Notary PublicWas.llln~ton,Wa~hi~gton County,Pa. ....A.y CommIssIon Expires .february 28,1973 .'_/I'~I ""~enu::>--:::::e r~r~-'1:""-) c:.e 0... ;; RCC-B I (2-64) COMMONWEALTH OF PENNSYLVANIA •.DEPARTMENT OF REVENUE . BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA8E REFIER TO J CHARLES W.DILLIE Informant In Re:Esta te of --!NE~~I~J.!..!..l::C~.~B:!!AR!.l<KE~R!.!:..__ ______...!lW!.QA~S:uHI....NwG,!..,Tu.QUlNl_._County -File No.63-69-811 De ar Mr.Dillie: You are hereby notified that the original appraisement in the estate of Nell C.Barker has been filed in the office of the Register of Wills qf Washington County on August 26 19J22.Said appraisement reflects the following valuations: Jt.Held Real Estate ,....-_ Personal Property ~3~1~9~l~6~5~_ 'J'xtm'l~.L.9.L:,O~6~O:.J!..~42=____ Total --9~1.....3u.$~Q:..&•.,),!Q.7--- 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 (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e ~A~u~gu~s",-,t"--"2=>=6,,,,,,_19,L;6....9L---_ DATE OF DEATH:January 3,1969 Note:This is not a bill.