HomeMy WebLinkAboutOC1969-0874 - ESTATE OF HUTTERForm RC C ·le·
~-J -C-3;L
3 Y %<3 -foEDU~TlONS ALLOWED IN j
THE SUM OF 0 0 0 0 0 0 0 0 •••0 $A2-i'/.,,(/
DATE APPROVEDLQZ~:ZO~~~~~~~
Peters TownshipL.ATE OF -=-_
STATEMENT OF DEBTS
AND DEDUCTIONS
COUNTY
ESTATE OF Barbara Matt Hutter
DATE OF FILING APPRAISEMENT _d'__~_a?;...:;:S~-.....;../_CJ DATI!i OF DEATH __M_a...::y:..-7..;,_1_9_6_9 _
OFFICE OF T....E
REGISTER OF WILLS
WASHINGTON
AND AGENT OF THE COMMONWEALTH
OF
DATE NO.OF'NAME OF PAYEE REMARKS
VOUCHr;IIf AMOUNT
1::10::1
5 12 Flower Garden Florist Funeral Flowers 29 15
5 27 L.Beinhauer &Son Funeral bill 1,230 00
5 27'Forest Lawn Gardens,Inc.Gravemarker 272 50
6 4§Peter J.Castelli,M.D.Medical bill 6 00
6 9
William H.Kittrell,M.D.Medical bill 10 00
6 15 Forest Lawn Gardens,Inc.Cemetery Plot 136 56
1::1IU
6 25 J 1 .'Russell Marino,Register Letters and short certificates 20 00
7 6 Notary Public Notary fees 4 00
7 6 Russell Marino,Register Filing RCC 3 00
7 6 Raymond A.Hutter Family Exemption 1,000 00
-
7 6 Thomas J.Terputac Attorney's fee 450 00
7 6 Raymond A.Hutter Commission 450 00
7 6 F.J.Buckley Bond 110 00
--
I I.__...-
-
~3,721 21
I.
COMMONWEALTH OF PENNSYLVANIA }
WASHINGTON se:COUNTY OF _-=-_
Raymond A.Hutte r----~:.::::..J~~~....2.:.--~~~HEREBY CERTIFY.THAT.TO THE BEaT OF
....Y KNOWLEDGE AND BEL.IEF.THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL.EXPENSES AND EXPENSES OF
AD";IN ISTRATlON SUBIAITTED TO THE ESTATE OF __-=B=..a=r.:::b:.:;a:.::r:.,:a:....=M=a:,::t:t:.,-"H~u:.::.tt~e:::.r~--,.DECEASED.AS DEDUCTIONS FOR
INHERITANCE TAX PURi"OSESo ~~'-1
-!4MPA ,€;dJ~o--.(L.So)
AND SUBSC:Rf.EC BEFORE Me:THIS DAY 01'JU~y---;lf~--~"'r7';"'--:-.,.....lJ.~-III
MY COMMISSION EXPIRES MARCH 24 1
CITY OF WASH •972INGTON,WASHINGTON COUNTY,fA.
·/'
/.",;.
R C C-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
RAYMOND A.HUTTER
(~Administrator).
IN YOUR REPLY PLEAOE
REFER TO
38-83-4
In Re:Est a te Of __-"L.::B~A:::.:;R=B=A;;=RA==-....:.MA=T:..::T~H~U::..:!TuTo.::E~R~_
____---!.W~A~S~H~I~N~G...:!:.T~ONI:.1._County -File No.63-70-634
Dear Mr.Hutter:
You are hereby notified that the orit5inal
appraisement in the estate of Bariara Matt Hutter
has been filed iIi the office of the Register of Wills qf lvashington
County on August 25 ,19.1.D.Said appraisement reflects·the
following valuations:
Jt.Held
Real Estate _--'----."......"..-_
~__~3~64.~0:.£9~6..L;.O~Olt..-_
Transfers --=--=---=--_......,..__
Total ...,--~3~6...'.¥O~9.w.6.....w.O,wO__
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.
Date A=u=g=u=..St.::.-2;;;;..5~t--,l::.;9~7:....;O=--__
Title W.R.
DATE OF DEATH:
Note:This is not a bill.
May 7,1969
Ij •;
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of HUTTER,BARBARA MATT
(Last Name)(First Name)(Initial)
DATE OF DEATH 5-7-69 FILE NO..-63-10-034
(3-t!f-%7f
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of W_a_s_h_i_n...::g::....t_o_n _
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 last column to the right in Schedules "A","B","C",and "E".
8-25-70Dated:----"---='-=----'-=-------
REPORT OF THE REGISTER OF WILLS
REGISTER OF WILLS
Dated:__---"8_-...;;;;2;.;:;5_-.....7-::0'--_
I,the undersigned duly elected Register of Wills in and for Wasbi ngton 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.
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$-------+--
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)
CLEAR VALUE OF ESTATE 32,374 79 32 374 79
Valuation of life estates or
annuities.. . . . . . . . . . . . . . . . . .$_
ESTATE TAX ASSESSMENTS $_
FOR USE OF REGISTER ONLY
Tax on $------=->'.--=-=:-rI-==__~
Tax on $32.374 79 ~
Tax on $5%
nX~$lK
Tax on $15%
Exemptions *
Total Estate -1-__
TOTAL TAX
COMPUTATION OF TAX
$-----:-----:"....,....t,...-_=__
$--'1~9!.:!4!:.4")~49=L
$-------4--
$-------4--
$---------l---
$....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==
-'
c
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $-----~
AMOUNT OF ESTATE TAX ASSESSED $--------ll-
Estate tax paid $---lL-
BALANCE DUE $~l___
Add interest at rate of 6%from t=
------Ito-____$--------1
TOTAL TAX BALANCE $------1
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 t...No.Admlmstration
IN THE
Year .
'CI MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
aA~6AMMA.TT HUTTER
Deceased , ,
I":
"
Late of
County of
PETERS.TWP..
WASHINGTON "
Commonwealth of Pennsylvania
~.'",'7"...
REPORT AND APPRAISAL
-.
f":
''':-...~
.~.
..-~1
./~
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tit>
Fonn RCC-2
~.~,/
....DEPARTMENT OF REVENUE
#,/
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.1712 7
'COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE A.~.g~~..t ~.?..t 1..~..7.9...
CO~NT~~~~..~..~.!..~.~.~.~.
FILE NO §.~..~..7..Q.::.§.~.4..
Whereas,J;J.~.r..1;?~.r..~M~.'t.~~'!!t1:.~.;r.late of P.~.~.~.;r..~.r.:w.P.~.
in the County of ::w.~..~.4.;i..J~g't.Q.n Commonwealth of Pennsylvania,having died on
the .7 t.b day of M.~.y 19..Ji..~.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W R.~C..ha.n.e.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 fi.."C
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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax PurpOles,
$
JT.HELD:
1.536 Shares of American General Insurance Co.
Stock in the name of BARBARA MATT HUTTER IN TRBST
FOR BARBARA L.HUTTER.At 23.50 per share 36.096 00
I .........
I~I.'
"·'1 ....1..
I .
J •"-.-'-.....
....t .
.
!Total...,36,096 00
\
form~~~fht>;;.:~:~~wC>Tll~~~~~~o~e~~~b~e:~is;:l~~~?f'
Apprel·..az············7:·········..·····:··········..·....·····..·......................................................................(Nu er and Street)
/'1 I /J.'-P...............~....0 ......../C..............................................................,enna.
(Post Ofllee)
WASHINGTON .
'.
County :;.
"
f"t
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
BARBARA MATT HUTTER
Deceased.
Late of
~
•-l
-'
...
'.• J
...,
'"'-'
-.,
-:PETERS TWP.-~
~..:
-'
Date of Death,~.y 7.'"...l.~Ji..~.
A~~~r Dock"Vol.,.3ft::"i7...m.
Page,8 ~4 No 6.3~..7'O'~.6.34 .
::;
."~....'-.~
~,)¥"1
Filed in Register's Office,Al:J:g~.~.:t:7..~.,19...7Q
Amount of tax due,?J .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal f1'Om Appraisement,.
Entered and charged,.
t:'J
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FORM 67
REV.1-50
REG.WILLS
.Appliratinn fnr iGrttrrn nf .A~minintratinn nn tqr
Estate of ~.?:E.~?:E.?:M9.E.~~~~t~.E .
late of...g~~.~E.?T?.~~.~.~~P.,Deceased.
Before the Register of Wills of Washington County
personally ap peared B.9.y..~gn9...A.:~~~.~.~E .
who,being duly sworn deposes and says that...~.~E~~E~M.~.!!~.~~.!~E .
age ~.?,having ~~.~last family or principal residence at..?.9.9....Q1.9 Q.?.:~...B9.?.:9.L ..
(Street and Number)
...........M;.~.M;~:'::E.~Y.,Washington County,Pennsylvania,died intestate
(City.Borough.Township)
at...;P..~E.~E?T~~p~.~~p.,on the...?~.~.day of ~~X .
A.D.,19 ~.~,a!t ?.:.~g ~:,M.,possessed of personal estate to the estimated value
$~g.~..~g.~~~g..,and of real estate in the Commonwealth of Pennsylvania to the estimated value of
$,situate in ..
The naines and addresses of the decedent's surviving spouse (if any)and other heirs (including
heirs by adoption)are as follows.
ItELATIONSHIP ItESIDENCE
Raymond A.Hutter Husband 200 Old Oak Road.McMurray.Pa........................................................................................................:.
..~.~t?.~E.~..~.:~~~.!~:!::'?.~~.&:~~~.:'::?.9.9.Q~.9...Q.9.~~g.~9.t M~.M~.EE.~.Y!.R.a .
..........................................................................................................................................
..........................................................................................................................................
........................................................................................................
...........................................................................................................................................
........................................................................................................
That deponent is Qver 21 years of age,resides at...?.9.9..,.Q~.9 Q.9.~...39.?.:9.L..MsMglI.?.-.Y.1...
........~~.~~.~.y.~.~.~?~~.~..
is a citizen of the United States and a resident of Pennsylvania,and respectfully applies for Letters of
Administration upon the Estate of said decedent,no letters having been previously issued thereon.
Sworn and subscribed before me this a1.£............~-=t&?'~::.
COMMONWEALTH OF PENNSYLVANIA }SS.
WASHINGTON COUNTY,.
who ~::::7;~~:;:::~::;~:·:::~::::.:~.:;;;I.l:;::;~::;:::;:~;;;;·~~:~:::~
chattels,rights and credits of...~.~.:?.~.:.~~.~~~~~!~~.:~,deceased,
to the best of....h~:?.....skill and judgment in strict compliance with the laws of this Commonwealth,mind-
ful of the laws relating-to inheritance taxes.
Sworn~ubscribed before me this....;(~..........
70dayof,A.D.,19 .
64·....·····..···..·..·~·!l..il·..··~;;,:....·..·..•......~~· · · ·
.........~...;f~.~.
REGISTER
l;
~2 -ltJ-~3 (
APPLICATION FOR
Letters of Administration
ESTATE OF
BARBARA MATT HUTTER#)···········..····························ri·~~~·~~~d····, .
R $..
Letters......................................................j 0:.()-()
P $./..a.:..
Extra Alias -r:$..
Certificates :lJ.(!.,'..,$..:~..~.
--.J •I:7E :j c:::<Renunciation~;:.r.n.~'c:.....:$::::~.v~G")l~-~~
...,....-C-0 c::t i.:::cn ~~::r.::;.............................~~;;:i'~J $·..r··i"'-j'···
~J •.,r '"1_.....~.~~.~:fI.~~L....m
Total..a ..·,·..·:..a;;··~·:J..p.I...q:p ..·~··..c'".-,-,:~)
-r--.';=~======
)
THOMAS J.TERPUTAC
Attorney
~2
Barbara Matt Hutter::':1 Of~e~~;~;~~~S~~~,~:,:~~}No.01 19.
KNOW ALL MEN BY THESE PRESENTS,
That we,...J1~.Y.m9mt.,A.,..,.a.1J.~.t.~.:r.~.~~!'J~.~~p..a.,1."~,,Ild ..1!Il.~.~E1d".~~.El,~.~.S,..:F,~.?~.~.~.~.r ..~nd
...~~El.:r.~Il.~y..,..~o,•...,~a 1ti~?~~'.r-:Id.~~:r.~t y ,,......, ', , .
all of Washington County,Pennsylvania,are held and firmly bound unto the Commonwealth of Pennsyl-
vania,for the use of those interested in the estate,in the sum of ~~P:t.Y..1JIp..9\1..1?~.l'1:(1..Dollars,to
be paid to the said Commonwealth,to which payment,well and truly to be made,we do bind ourselves,
jointly and severally,for and in the whole,our heirs,executors,administrators,successors and assigns,and
each and every of them,firmly by these presents.Sealed with our seals and dated the25.tp...day of
J1J.!.l:~,.A.D.,one thousand nine hundred and ..S,eventy "..
THE CONDITION OF THIS OBLIGATION IS,That if the above bounden ..
, ,B.~~.q!.l:.~...A.~~':l.~.~.~:r..
Administrator or any of them,shall well and truly administer
the estate according to law,this obligation shall be void as to those who shall so administer the estate;but
otherwise,it shall remain in force.
Sealed and delivered in the presence of:
&tattwrut of &urttl1
I.-.---------------------.----------------------------------------------------------------._...•surety in the sum of $on the
administration bond in the estate of -------------------------------------------------,say that I reside at
----...------.--------..-..------....--,Washington County.Pennsylvania;that I am the owner of real estate,the
title to which is in my own name and duly recorded.situated in ,
Washington County,Pennsylvania,worth above all encumbrances $--...__. ;and that I am worth the
amount expressed in said bond,over and above my just debts and liabilities.
Co.
P.O.
J)tattwtut of &urttl1
I,.--.---.------..-----------------------.------..----..----.-----..-------------..--..-:-._.__. . •surety in the sum of $ .on the
adminIstration bond in the estate of ........---..-------~--------.....--.-.-----....-..----------------..----..,say that I reside at
........--..--..--.----..--..-...-----------------------..---------..----...--.-----,Washington County.Pennsylvania;that I am the owner of real estate,the
title to which is in my own name and duly recorded,situated in ________•
Washington County,Pennsylvania,worth above all encumbrances $..------..;and that I am worth the
amount expressed in said bond.over and above my just debts and liabilities.
....................................................................................................................-....
.._-_..._---------------------------------------------------------------------------------------
COMMONWEALTH OF PENNSYLVANIA,}
SS'WASHINGTON COUNTY,'".
Street P.O.
And now........................................19.............comes _.
who being duly sworn.-says that he is acquainted with the financial standing of the securities to the within bond;that
the said obligors have each executed the said bond and that the sureties thereto are the owners of real estate in their
own right of value more than the penal sum of said bond over and above all incumbrances and exemptions.
Sworn and subscribed before me this __
day of _....________..A.D.19__..._-._._--.__._-----_.----------------------------------------_.-._------._---------------------------
'\.~-
b3-t~-lllf.}
No.13.g.7 _
1\~miuil1tratinu 1Bnu~
IN THE ESTATE OF
Barbara Matt-Eutl1er........------..-.::t-.:;ij..;-...-...--.-~-----;;.::..:~-------------.._-
>rn c c-",..--<.n C)c::i::c --(/)-....-
-(fJ 0-'~-rT lZ-+rn ."V:~-')in f--~.n,__4
And now -::[~n._~~..g.§.s 9'19 7.Q.
Bond app'rci¥f~::and L~rs"'issued to
o -.--..........-"j>~o:=::::RaYB1QB~A.Hutter----·--·-·---------?>--Cii·Q-------·--~-------··-·------....--~-
who was duly qualiried•
.-----........_...__.B.\J~_~~.l.l .._M_~I'.~IH?.....
Register
O"c.:..•..::
Bond Book 64 Page 2
BADZIK PRINTING ~9 DONORA
·-
(
A
L__~
"-"
...
I
RAYMOND A.HUTTER#
individually and as Administrator
of the Estate of Barbara Matt
Hutter#deceased#
-and -
BARBARA L.HUTTER.
AGREEMENT
__I
-.:;
.."'"(J I
.~~
THOMAS J.TERPUTAC
ATTORNEY AT LAW
WASHINGTON TRUST BUILDING
WASHINGTON,PENNSYLVANIA 15301
--~~~~---~---~----~~--------~---------~-------------
AGREEMENT
THIS AGREEMENT,made and entered into this 0-----
day of ~IemJte:'1970,by and between RAYMOND A.
HUTTER"individually and as Administrator of the Estate of Barbara
Matt Hutter,deceased,of Peters Township,Washington County,
Pennsylvania,party of the first part,
A
N
D
BARBARA L.HUTTER,of Peters Township,Washington County,
Pennsylvania,party of the second part.
WHEREAS,Barbara Matt Hutter died intestate on
May 7,1969,a resident of Peters Township,Washington County,
Pennsylvania;and
WHEREAS,the decedent left surviving her a husband,
Raymond A.Hutter,and one child,Barbara L.Hutter;and
WHEREAS,the sole asset to be administered under the
laws of the Commonwealth of Penns;ylvania consists of One Thousand
Five Hundred Thirty Six (1,536)Shares of American General Insurance
Company Stock in the name of Barbara Matt Hutter in Trust for Barbara
L.Hutter;and
WHEREAS,the said Raymond A.Hutter was appointed
Administrator of the Estate of Barbara Matt Hutter,deceased,and the
parties hereto desire to make this Agreement in full and complete
satisfaction of all claims and obligations arising therefrom.
WITNESSETH:That in consideration of the mutual
covenants herein contained~and with the intent of each to be legally
bound hereby~the parties agree as follows:
1.In order to complete the settlement of the estate~the
said Raymond A.Hutter has filed an application for appointment as
Administrator of the estate of his deceased wife~Barbara Matt Hutter~
and has been so appointed.In pursuance of his duties"he has filed the
necessary Inventory and other papers in order to determine and assure
payment of the Pennsylvania Inheritance Tax.He has also filed the
necessary papers with the Texas National Bank of Commerce and has
secured for the party of the second part a Certificate of Stock being
#HM 5087 representing One ThoU3and Five Hundred Thirty Six (l~536)
Shares of American General Insurance Company~in the sole name of
Barbara L.Hutter.
2.In full and complete settlement in this estate~the
said Raymond A.Hutter will deliver the Certificate of Stock being
#HM 5087 with American General Insurance Company to Barbara L.
Hutter upon payment of the inheritance tax in the amount of $l~952.20
and upon receipt of said Certificate of Stock~Barbara L.Hutter hereby
releases and relinquishes all her right~title and interest in said estate.
3.Raymond A.Hutter~party of the first part~
represents and warrants as follows:
a.That he has filed an Inventory with the Register
of Wills of Washington County~Pennsylvania~in this estate and that the
total assets thereof consists of l~536 shares of stock of American
General Insurance Company~representing a value of $36,096.OO~and
that there are no other assets which belong to the estate of Barbara
Matt Hutterl deceased,under the laws of this Commonwealth;
b.That proper papers for the determination of the
Pennsylvania Inheritance Tax have been filed and that payment will be
made thereon;
c.That all debts and accounts of the estate have
been fully paid and discharged.
4.The party of the second part hereby remises,releases
and discharges Raymond A.Hutter,individually and as Administrator
of the Estate of Barbara Matt Hutter"deceased"without the filing of an
account or audit"from any and all lia1;>ility,debts"accounts or claims
regarding the administration of this estate.
WITNESS our hands and seals the day and year first
above written.
WITNESS:
(SEAL)
Form RCC-33
RESIDENT DECEDENT
..
COMMONWEALTH OF PENNSYLVAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
J
WASHINGTON.....................................................................................
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 ~Jnher1tance ~an!l.E.~tate .Tax A,ct of 1961.)
IN THE MATTER OF THE'ESTATE OF }AFFiDAVIT OF_~.!.\.~.~~.~.!.\~.T~~..T..T.~.~.#,..........~
(State full name of decedent)
WASHINGTON ADMINISTRATORLateof. .County
Administrator
::.:'.~~:=~;~::~--~=~J."
............~§l.Y~g~~.A~!!~t..t.~.E _................. .
of the estate of the above-named decedent being duly sworn,depose S and say S
........~
Decedent'dJed M.?:y..7.1...
(Month)
N~me and address of attorney or}
other authorized representative to ....
whom all correspondence should be
mailed.
..,19 ..~~..,{}[~~~~XX~~Mx,x~y(~~XJ(X'*:KtX~.}
(nay)(V""r)intestate
Th()I!la.:s...~~.T~:t:'plJ,t~<::l.~13.q~.....
729 WaS.1liIlgto:rl TrlJ,13.t Blli!.giIlgIW~S1liP:gt()l1l Penna.
Th t h Administrator d .t'f '1''th th if'f 'd t t d thaassuceponenISamIJarWIe a aIrs 0 sal es a e an e property con-
(Executor·Administrator)
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:-
.-,..'RELATIONSHIP OF JOINTNAMEANDADDRESSOFBANKOROTHERINSTITUTIONTHISSAFEDEPOSITBOXRENTED
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX ·IN NAME OR NAMES OF HOLDERS TO DECEDENT
None
That the contents of s~id sa~e deposit box or boxes are itemized under Schedules of this---return,with the exception of tne following,for the reasons hereinafter set forth:
That Schedule A attached l1ereto and made part hereof sets ~orth fullv and in"detail all the
real property in the Commonwealth of Pennsylv&nia of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon e~ch 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 o~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..t~e 'deceden~
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks.....o~deposit,savings banks,trust companies,or other institutions,whether individually,-or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case o~savings banks,and to the date of decedent's death
in all other cases;all bonds,postal saVings,treasury certificates or notes and other-Jvidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or 'agreement they
are designated as tax ~ree,o~the Uni ted 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,le~t by decedent,together with the fairly estimated
market value thereof;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
of which decedent died possessed,of whatsoever nature,wi th interest thereon,if any,giving the ~ace
value and estimated fair market value thereof,and i~such estimated fair market value be less than the
~ace value,it sets ~orth brie~ly the reasons for such depreciation'as to each item;all moneys payable
to the estate ~rom life insurance policl'es carried by decedent;all annuity and endowment contracts the
proceeds o~which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date o~death,bonds and accrued interest thereon to the date o~dece-
dent's death and other investment securities owned by the decedent ~t the time of death,with the market
value thereof at such time.
..
In the case of securities of close or family corporations,the values ~eported 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 th;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 also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint-
ment vested in decedent,either individJ-lally qr j9intly,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,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 relationshi~,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.
~~-&~~---_:_-----~.9\.9.".9.~~."R.Qe.9.""..""..""".".".".".""__.._..
(Street Number)
.~.~~~:,:::,::~y.?..".Y~.~.~~.Y1y.~P.~.~"."."...".""....""".""".......
(City M'Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
Subscribed ,a~.d sworn to b fore me this ..."".""...."".".."."."-_._~_---l.:M-"~of ..~......_19_?_~.
....".""d~,..".,."..,."..."..;.~"._""""..".""...
MY COMNdSSION EXPIR[S MARCH 24.1972
t.\.1..1..9f..'ifASHINGTON.WASHltlGTOtt.CQUt.iIL i&.
RCC-34 (1-6'H •
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 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 (1)(2)(3)
described by lot and block number,street and street number,together wi 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 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 "real property",Schedule CIA"in the X X X X X
"As Reported"column on the last page of thi s return.
RCC-35
CQMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKET VALUE (Do not write in
this space)
NONE
Inser t this total opposite "Personal Property",Schedule "8"in X X
the "As Reported"column on the last page of this return.,
rCC-3b
COmtON11'E:\LTH OF PENNSYLVANIA
TlUNSFER INHERITANrs TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TRA.NSFErtS
(1)Did decedent,within two years ofdeath,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)no
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)...;.:n,-oo=---__
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)no
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end bef'ore his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)no
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)~n~O~_
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or 0 thers n_o :--_
(7)Did decedent in his lif'etime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)no
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)__n_O _
(9)If the answer t~(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)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
transf'erred,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-
f'ers 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 MARKET VALUE
(Es timated)DEPT.VALUATION
(Dept.·Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column'on the last page of this return.
.'COMMONWEALTH OF PENNSYLVANIA
Tl1ANSF'EIl INHERITANCE TAX
ru~SIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
n.:STRrCTIOti"S:This schedule must disclose all property,real and personal,owned by the necedent 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
"A",plus the nate 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-~wners to
the decedent.
Description of Property,Date of Acquisition,Name I unit
Address ann Relationship of Co-Owners,and Place !Value
of Record of Instrument,where Real~state.!
percentage Estate
Share Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
1~536 Shares of American General
Insurance Company Stock in the name of
Barbara Matt Hutter in Trust for Barbara
L.Hutter:
I 7~3.50 0 $36,096.0 36,096.00
378 Shares,Cert.No.35701 dated 12/6/60
1,024 Shares,Cert.No.H132096 dated 3/2t./67
85 Shares,Cert.No.H 65215 dated 5/12/64
1 Share~,Cert.No.H 71827 dated 5/28/64
47 Shares,Cert.No.47274 dated 3/18/68
1 Share,Cert.No.53900 dated 4/16/63
Insert this total o"pposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.
I
I
I
$36,096.00 I
·.~
FlCC-37 (12-63)
nnl:\ll)~\\"E:\I.TII OF PE:'\~SYYI.:\NIA
TRANSFER E\IIEHIT.\!'\l'E TAX
RESIDENT DEl'EDE!'\T
SCHEDULE "D"
BEKEFICIARIES
\
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Barbara L.Hutter t Daughter Yes 26 Ail
200 Old Oak Road
McMurray,Pa.t
Raymond A.Hutter
200 Old Oak Road
McMurray,Pa.Husband Yes 61
I
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;
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Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
None
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
(Executor-Administrator
must complete "As
Reported"column #1.)
.'.
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Year .
P.I<THE
t No.
Will
Administration
BARBARA MATT HUTTER,................
Deceased
Late of .Pe~~.rs Township. ..
REPORT AND APPRAISAL
Commonwealth of Pennsylvania
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County of Washington
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Washington,Pennsylvania
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