HomeMy WebLinkAboutOC1969-0967 - ESTATE OF HANSON,d,QJ.Iars
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I;i RECEIVED ORe ~cll'9:"'Ct.y Six aad 26/100 _-,..~f representing Pennsylvania Inheritance or~Estate Tax due from the following estate:
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~,R~.Int.,1 Addressp.O.Box Sa7 6%Tax on $Oh aCCOQ~t
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OFFICIAL RECEIPT.,PENNSYLVANIA INHERITANCE AND ESTATE TAX~~.
Remarks:jmo
County l'l_a_s_h_1_l19-::-t._OD
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Dote of Payment _..'..s:8....m:u"".....lWiJI:lB~rr......~84!,c...Il....9L7.L.ilI!9L__1
Name of Decedent _E_dwar""'~::;;::.,.d::.:...__W_.__B--..;;:en=.:::...co:...:n=_,
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$,_---'1....5~6........2.".6'--__
%Tax on $$----------IIJ
Estate Tax,Act of
May 7,1927
15%Tax on $$----------Z!I
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__%from _
to _
Date of Death 8..8.69
i~I
File No 63-69.0961
II~
vrn ~[p [L~@illVrn:SEALTOTALAMOUNTPAID$=::.!l:1:i:l!56l!:A!:.,Qj26C::===1I
NOTE:This Triplicate Receipt to be retained for audit purposes.j -J:./
.37-250-2 Received by :fAt',I.4,L7;.......;-;d-~
NOTE:In accepting the Iron.sfer;Inheritance tax on future estates,prior 10 the death 01.the Iile .H~·'·.\,--ignQ.td're).-".•'.l."./'
tenant or tenant for years,as evidenced by this receipt,it Is \Jnderstood that the Commonwealth sholl •.~
not be precluded or prevented-4tom hereafter assessing additional inheritance tax at the death 01 the .'.,//~:?P....,
Iile lenant or tenant lor years whenever it appears that such additional tax may be legally due and ".,./'I.....~___,.
collectible lor any reason whatsoever..
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LAST WILL AND TESTAMENT
I,EDWARD W.HANSON,of Carroll Township,Washington
County,'Pennsylvania';,being ofsound and disposing mind,memory and
understanding,do-hereby make,publish and declare t~is to be my Last
Will and Testament,revoking and making null"and void any Will heretofore
made by me;.....
FIRST:
"-
I direct that all my just debts and funeral expenses be fully
paid a,nd satisfied as soon as convenient after my decease.
1
SECOND:I give and bequeath to my daughter,ANNA H.HAAS,~ll of my
personal effects and household goods.
THIRD:I give,devise and bequeath thr~e-fourths (3/4)of the residue
I
and remainder of my estate to 'my daughter,ANNAH.HAAS,or her heirs.
and assigns.
FOURTH:I give,devise and bequeath the otheron~-£ourth(1/4)of the
residue of my estate to THE UNION NATIONAL BANK OF PITTSBURGH,
,in trust for my son,OLNER E.HANSON,and my daughter,MARGARET
H.,RICHEY,in equal shares.The bank shall pay the entire income from
the principal of this trust,in equal periodic installments as it may find
'c:6nvenient,to my son,OLNER E.HANSON,and my daughter,
.MARGARET H~RICHEY ..,In the event of'the death of my son,OLIVER E.
HANSON,his share of the principal shall be distributed to his children,.
OLNER E.HANSON,JR.j now of Erie,Pennsylvania,and MARJORIE H.
ECKARD,presently of Bartlesville,Oklahoma;and,in the event of the
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prior death of OLIVER E.HANSON,JR.or MARJORIE H.ECKARD,their
.respective shares are'to be distributed to their heirs.In the event of the ,
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death of my d~ughter,MARGARET H.RICHEY,her share of the principal
shall be'distributed to her daughter,DORCAS R.BARNEY,now'of
Eighty-Four,Pennsylvania,a.~d,in the event of the prior death of
/.
DORCAS R.BARNEY,then her share is to be distributed to her heirs.,!'.....
...'l..-.
NATIONAL BANK OF PITTSBURGH,and my daughter,ANNA H.HAAS,.,
under this Will o.r otherwise,and with respect to whichI am authorized to
I hereby nominate.,constitute and appoint THE UNION
I hereby nominate and appoint THE UNION NATIONAL BANK
(SEAL)--------------------
to effectuate any of the provisions of this my Will.
IN WITNESS WHEREOF,I have hereunto set my hand and
seal this ~O~~ay of February,1969.
writings,bills of sale,mortgages,bonds,leases and releases,deeds of
if living,to be Executors of this~my Last Will and Testament,and I
conveyance and transfers or other instruments under seal,or otherwise.
authorize them to make,execute,acknowledge and deliver all proper
SIXTH:
time for the minor's support and welfare.
have the powe:r to use the principal as well as the income from time to
appoint a Guardian and have not otherwise done so.Such Guardian shall
FIFTH:
OF PITTSBURGH'Guardian of any property which passes to a minor..
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Signed,sealed,published and declared by the above named,
presenc.e of us,who,at his request and in his presence,and in the
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EDWARD W.HANSON,as and for his'Last Will and Testament,in the
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.presend'e of each other,have ~ubscribedour names as witnesses.
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ESTATE OF
EDWARD W.HANSON
DECEASED
..1 INVENTORY I
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Filed
Fee $,_
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~oS.Barry Anderson,Esq.
617 McKean Avenue
Donora,Pennsylvania
"
INVENTORY
of all real and personal estate of EDWARD W.HANSON,Deceased,late of Ridgeview,
Terrace,R.D.#l Box 581B.Monongahela,Washington County,Pennsylvania.
PERSONAL ESTATE SCHEDULE
Blue Cross of Western Pennsylvania
Refund premium
Stocks
50 shares Air Reduction Company,Inc.
Common @ 19 3/4
100 shares American Sterlizer Company
Common @ 26 3/8
400 shares Armco Steel Corporation
Common @ 28 5/8
dividend of record 8/8/69
100 shares Bethlehem Steel Corporation
Common @ 31 5/8
Dividend ex-date 8/6/69
100 shares The Columbia Gas s,ystem Inc.
Common @ 26 1/8
dividend of record 7/21/69
50 shares International Paper Company
Common @ 39 3/16
50 shares G.C.Murphy Company
Common @ 27 15/16
Dividend ex-date 8/6/69
100 shares National Gypsum Company
Common @ 28 1/8
100 shar;es Phillips Petroleum CompanyCommon@29'-~.
dividend of record 8/8/69
20 shares H.H.Robertson Company
Common @ 24 5/8
"
987.50
2,637.50
11,450.00
160.00
3,162.50
45.00
2,612.50
40.00
1,959.38
1,396.88
15.00
2,812.50
2,900.00
32.50
492.50
$30,708.61
None
None
REAL ESTATE SCHEDULE
REAL ESTATE IN PENNSYLVANIA
MEMORANDUM OF REAL ESTATE OUTSIDE
THE COMMONWEALTH OF PENNSYLVANIA
---------_._------------
$0.00
$0.00
BY·fu~CA,I G\A <M lJri-,,,J~Trust Officer
;;
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF WASHINGTON
Personally before me,the undersigned authority,a notary public in
and for said County and State,appeared ANNA H.HAAS and GUY D.ANDERSON,Trust
Officer of THE UNION NATIONAL BANK OF PITTSBURGH,who being duly sworn according
to law depose and say that they are the Executors of the estate of EDWARD W.
HANSON~Deceased,that the foregoing schedules constitute a complete inventory
and appraisement of the real and personal estate of EDWARD W.HANSON,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.
Anna H.Haas
Sworn and scribed before me THE UNION NATIONAL BANK OF PITTSBURGH
this ;<7 'r:t day of_-=-M~-p..:.r::..,,~4_-_,1969.
LELAND T.DAY,NOTARY PUBLIC ..
PITTSBURGH,ALLEGHENY COUNTY
MY COMMISSION EXPIRES FEBRUARY I,1971
IN THE COURT OF COMMON PLEAS
F WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS I COURT DIVISION
NO.
"I
ESTATE OF
EDWARD W.HANSON,DECEASED
FIRST AND FINAL ACCOUNT
OF
ANNA H.HAAS
AND
THE UNION NATIONAL BANK
OF PITTSBURGH
EXECUTORS
BALANCE DUE -$23,943.84
c Df(r/§t/-{?~e.t.5~
'.Wif,j;,iRqton Oounty,88.
I do oerti!1i that I haue cffJen I"qn/naUc~to aJJ PH3tJtt,
oO!la<!rned of llie /1li;,'o of the within account In tht f/l;/;Q,ntt4T p,~.
'CII/)Jjd tll./Statl/ie lind lI:lle of (!ourt.as euidenetrJ b:~/NaojtJ
thero:')!filed to No.~3-1()-376
Witness my lIanel afld offl.::jat sel/(l this.3.J~...II5lJ./f../¥:,.....",...197:)_.
Q1MJ4.,QLCJlL~
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79-6241
II".nlHll,to IUn~I"'"IJf:J the within aoooulJlt ~4Jmt ttt tlfe o.llt,.,
pr IMH'ljirmattol'l.
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S.Barry Anderson,Esquire
617 McKean Avenue
!Donora,Pennsylvania 15033'.,
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IN THE COURT OF COMtol>N PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
NO.
ESTATE OF EDWARD W.HANSON,DECEASED
FIRST AND FINAL ACCOUNT
OF
ANNA H.HAAS
AND
THE UNION NATIONAL BANK OF PITTSBURGH
EXECUTORS
May 4,1970
17111
SUMMARY
i
SCHEDULE A
PRINCIPAL -PERSONALTY
Pages 2 -3 l.·Receipts 31,109 72
Disbursements Pages 3 - 5 8,058 68 \;
BALANCE 23,051 04
SCHEDULE B
INCOME -PERSONALTY
,,
Receipts Page 6 949 79
Disbursements Page 6 56 99 ~
L
BALANCE 892 80
NET BALANCE 23,943 84 c...
f
The Balance Consists of the-Fo110wing:-
Principal -Personalty
Bonds
United States of America Treasury Bills
I$6,000 dated 2/26/70 due 8/27/70
.Purchased 4/22/70 5,867 02
20,000 dated 4/16/70 due 10/15/70
Purchased 4/16/70 19,368 40
25,235 42
Less amount due Accountants"for Administrative
Expenses 2,184 381!
I I
23,051 04
Income -Personalty
Gash on hand 892 80
23,943 84
,.".&
II
61 i
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o !OOi
o 00'
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363 61
30,708
ESTATE OF EDWARD W.HANSON,DECEASED
SCHEDULE A
IPAL -PERSONALTY
RECEIPTS
s
dicare 57 00
paid unused portion of
iation of Retired Persons -
ce Plan 23 45
tiona1-Ben Franklin Insurance
erican Association of Retired
nce Plan 283 16
ts
I
of America Treasury Bills
8,000 dated 10/16/69
due 4/16/70 17,333.28
7,000 dated 10/16/69
due 4/16/70 6,789.43
0,000 dated 4/16/70
due 10/15/70 19,368.4C
6,000 dated 2/26/70
due 8/27/70 5,867.02
1,000 49,358.1.-
or purchase of the
49,358.1.-
set Without Gain or Loss
ity -$25,000 I
s of America Treasury Bills I69due4/16/70 24,122.7
I16/69 and 10/31/69 24,122.7 I
I
- 2 -
PRINC
Proceeds matur
United State
dated 10/16/
Purchased 10/
Refund from Me
United States
10/16/69 $1
10/31/69
4/16/70 2
4/22/70
Refund from Na
Company for Am
Persons Insura
Refund·for pre
American Assoc
Health Insuran
Bonds
Conversion of As
Additional Asset
$5
Cash disbursed f
above assets
Purchase of Asse
Inventory filed
197 0
Jan.8
1 9 7 0
Apr.16
1 9 69
Oct.31
1 9 7 0
Jan.27
,.._...._.~-._-......~...--._.._.-.,.--~.-
ESTATE OF EDWARD W.HANSON,DECEASED _=-,.:=.:.:.c:=,=,,-,-::::.:.:.:-:....
of Asset IIe-100 shares I
Sterilizer Company i
ock at 26 3/4 2,675.00
a1ue 2,637.50
50 I37
H
31,109 172 '
I
j 1IDISBURSEMENTS:II!II
I
iI
ion !I
s,daughter 1,000 iOO:, III
e Expenses ,
I
eitch
ment for payment for
Letters Testamentary 23 50
County Reports
!dvertising Grant of Letters Testamentary 14 00 i
!derson,Esquire
ment for payment to
iyIndependentforadvertising iLettersTestamentary1075i!iI,derson,Esquire i iimentforpaymentofi
!due on Grant of Letters Testamentary [
t of filing Inventory 12 OC
derson,Esquire i
!'s fee 1,803 6]I
,
ationa1 Bank of Pittsburgh !
it's compensation 1,553 6],
!I,re Sale of Securities 393 2~!
3,810 .72
i
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-3 -
I
George K.L
Reimburse
Grant of
Washington
Cost of A
Proceeds sa
American
Common St
Inventory v
S.Barry An
Reimburse
Balance
and Cos
S.Barry An
Reimburse
The Valle
Grant of
S.Barry An
Attorney
Expenses in
The Union N
Accountan
Gain on Sale
Administrativ
Family Exempt
Anna H.Haa
1 9 6 9
Oct.7
1 9 6 9
Oct.21
Oct.7
1 9 6 9
Sept.17
May 4
Sept.18
197 0
Jan.14
::.:..:.::.::':'.'=":::;::~:.'':'.::-:':::-===:::-==:::::::::::'-
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__:;:~-';-~C::--::.::':::'::'_'::::.C_==::;::_:::-=-_-_-.:==ESTATE OF EDWARD W.HANSON_,DECEASED---------_..~_._...._...._.--i------··r·-----....._.-_...-.._--
1 9 6 9
Oct._7
Oct.8
Oct.9
Loss on Sale of Assets
Proceeds sale -100 shares
Bethlehem Steel Corporation
Common Stock at 28 1/8
Inventory value
Proceeds sale -50 shares
Air Reduction Company,Incorporated
Common Stock at 17 3/8
Inventory value
Proceeds sale -100 shares
Columbia Gas System,Incorporated
Common Stock at 25 7/8
Inventory value
Proceeds sale -100 shares
Phillips Petroleum Company
Common Stock at 28 1/8
Inventory value
Proceeds sale -100 shares
National Gypsum Company
Common Stock at 24 3/4
Inventory ,value
Proceeds sale -50 shares
International Paper Company
Common Stock at 37 1/2
Inventory value
Proceeds sale -20 shares
H. H.Robertson Company
Common Stock at 22 7/8
Inventory value
Proceeds sale -50 shares
G.C.Murphy Company
Common Stock at 25 5/8
Inventory value
- 4 -
2,812.50
3,162.50
868.75
987.50
2,587.50
2,612.50
2,812.50
2,900.00
2,475.00 -
2,812.50
1,875.00-
1,959.38
457.50
492.50
1,281.25 i
1,396.88
350 00
118 7
25 00
87 50
i,
337'5
I
84 3
I
I
17"'·A
940 50
1,066 20
1,241 26
!
"8,058 68:
==I==tI I,,
-----.,--·r--------··------'--·--
11,362.50 .
11,450.00
87 50
1,311.20
255.00
1,056 20
10 00
I
1
heritance
I
II
i
900.00 I
48.00
42.00
990.00
49.50
i IIIIi,
IIII,!
I
IIIII
II,
III
Less 5%Discount
- 5 -
Russell Marino,Agent
Payment Account Pennsylvania Transfer In
Tax on Account Bequest in Residue
$15,000.00 at 6%
On Account -Life Estate in Residue
A-$800.00 at 6%
B -700.00 at 6%
Lawson -Rabe Funeral Home
Funeral expenses
Less -Social Security Lump-sum
Death Benefit Payment
Dimitri M.Petro,M.D.
Professional services
(Balance not paid by Medicare)
Proceeds sale -400 shares
Armco Steel Corporation
Common Stock
100 at 28 1/2 and
300 at 28 3/8
Inventory value
Other Taxes
Preferred Debts
Loss on Sale of Assets (continued)
".._._.''_._____.___.J:S~A'K~9¥__EDJ'lA@._w..!..JM~ON .LJ2~9M~t~__._.d ••••_.• _••
1 9 6 9
Nov.10
Dec.31
1 9 6 9
Oct.9
1 9 6 9
Oct.28
,I
--~----------------------------------
'7""-A
;;
ESTATE OF EDWARD W.HANSON DECEASED__.._'."_'.'.....'..':':'::::'=·:_-::::~::.::;:::.C.::C:~·.:_C.:::::C::===-=====·:::::=--==::=:-.:=::::::;_._'---_·__·..1···_········_--.::.:::::::=·.0::::·:.•...:::,::c:'::I':'::~:::"':":'_.-'...•
SCHEDULE B
INCOME PERSONALTY
RECEIPTS
Dividends -Stocks
Air Reduction Comyany,Incorporated
50 shares 9/5/69
American Sterili~er Company Common
100 shares 9/15/69
International Paper Company Common
50 shares 9/23/69
National Gypsum Company Common
100 shares 10/1/69
H.H.Robertson Company Common
20 shares 9/19169
Interest -Bonds
Common
10 00
12 00 .
18 7~
26 2~
5 5C
72 50
1 9 7 0
May 4
United States of America Treasur,y Bills
Accumulation on
$25,000 to 4/16/70
DIS BU R S E ME N T S
Administrative Expense
The Union National Bank of Pittsburgh
Accountant's compensation
- 6 -
877 29
,
949 79:
I
56 !99,
I
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COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF ALLEGHENY
ANNA H.HAAS,and GUY D.ANDERSON,Trust Officer of THE UNION NATIONAL
BANK OF PITTSBURGH,the above named Accountants being duly sworn according to law
deposes and says that Letters Testamentary were granted to ANNA H.HAAS,and THE
UNION NATIONAL BANK OF PITTSBURGH and advertised more than six months prior to the
filing hereof;that the disbursements shown in the Account have been made to the
parties entitled thereto and that the Account as stated is true and correct as they
verily believe.
Sworn and subscribed before me this ,1970.
REQUEST FOR DISTRIBUTION
Notary Public .,CLAII'l"A.NEWTON,r.JOTARY PUBLIC
PITTSBURGH,ALLEGHENY COUNTY
MY COMMISSION EXPIRES FEB.21.1972
Accountants request that distribution be determined by the Court in
accordance with the Petition for Distribution to be offered in evidence at the
audit of this Account.
JtlM.~.¥k
THE UNION NATIONAL BANK OF PITTSBURGH
BY n '4 ~..4Acb>wrv>-<
(/Trust Officer
,
Washington County Reports
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}SS.
STATE OF PENNSYLVANIA
Personally appeared before me,a Notary Public in and for said County
and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes
and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,
the officiaJI legal periodical for said Washington County,published weekly
hav,ing its place of business at Washington,Washington County,Pennsylvania,
and is actmg as its agent in this behalf;that the said WASHINGTON
COUNTY REPORTS was established on March 31,1920,and was designated
as the official legal publication for Washington County,Pennsylvania,by order
of the several courts of said County,dated November 11,1920;that the printed
notice or advertisement attached hereto is a copy of a notice or advertisement,
exactly as printed or published,which appeared in the said legal periodical in
its regular issues on the following dates:
.......5.ept.emb.er 18 .u,19.6.9..
....,..Qc.to.be.r 2 19..69...
that the affiant or the corporation in behalf of whioh he is acting is not
interested in the subject matter of said notice or advertising and that all of the
allegations of this affidavit as to the time,place and character of the publication
no truo.('{~7J+----{Q--~._----_---Co;;
Sworn to and s~bscrib=e::d~b.:::ef~o~r~e~m=e_th=is=-.-::.::::;:;_::;;-
Estate Notices
The Register of wms has granted
letters,testamentary or of administration,
in the following estates.Notice is hereby
given to all persons indebted thereto to
make payment without delay and to those
having claims or demands to present
them for settlement to the Executors or
Administrators or their Attorneys.
•• •••••• • • •• • • •••
HANSON,EDWARD W.,Dec'd.
Late of Carroll Township,Washing-
ton County,Penna.Executors:Union National Bank of
Pgh.,P.O.Box 837,Pittsburgh,Pa.15230,Anna H.Haas,R.D.#1-Box581-B,Monongahela,Pa.15063
Attorney:S.Barry Anderson,617McKeanAve..Donora,Pa.15033
KATHERINE C.YARrl.Helary Pub
Washingten,Washington Co.,Pa.
My Cemmission Expir~.
November 1;1969
....~:;jay of Q~:t:§.J;p~J;,19 Q9..
...........~~"./;ary Public
Proof of Publication of Notice·in The Valley Independent
Under Act No.587,Approyed May 16,1929,P.L.1784,
as omended by Act.No.51 of April 24,1931,P.L.67
State of Pennsylvania
County of Westmoreland }ss:
Assistant
Personally appeared before me William H.Pore,Secretory of Man Volley Newspapers,Inc.,a Penn-
sylvania corporation,publisher of The Volley Independent,who,being duly sworn,deposes and says
that The Volley Independent is a doily newspaper of general circulation in Fayette,Washington.and
Westmoreland counties,Pennsylvania,and elsewhere,published in the City of Monessen,Westmoreland
County,Pennsylvania,that it was established June 28,1902,since which dote The Volley Independent
has been regularly issued in said county,and that a copy of the printed notice or publication is attached
hereto exactly as the some was printed and published in the regular editions and issues of The Volley
Independent on the following dotes,September IS,1969
September 25 and October 2,1969
STATEMENT OF ADVERTISING COSTS:
S.Barry Anderson.AttorneY'at law
My commission expires .IWl.......,;.....£~.......-_-_-__
,.•.--~'~:!Xl'.,.,,',, '.....~
,LetterS....of t~ilim~ar9·:\,nc'ttie estatelof_Edward,W.Hanson late'of-Carroll'
,row.nship';;)!"a~l).in.9ton:rCount "'··deceas.l"1d,ha~I,!'9.~~,,'g~,ahted?bYi'eglsterl,IOf:Wash,n§ton'ICourity'}'notice hereby'
tl'!ven'!10 aII"·personsiridebj'~'idfes-'
tate to'·make~.fmmedfate'payment,"and!l.oA!f:!ose:1.fl!',vJ..liif,c.faims 'against"trn,!same"to,present,lllem'''without''delay'~fo Union•~Nal'l Bank Of'!'gh".Box'837/'Pittsburgh"t a,15230and::A"naJ H.,HaaS,"IR.D.1'1IBox581·B,'Monongahela;Pa."15063,ex-
!"eculors..S::\'.Ba.rr.y,-Anderson,'attorney,617 McKeanloAve.iOonora,'Pa..'..':'~t::..9;18:25.~O;~
\
Affiant further deposes and says that he is General Manoger of The Volley Independent,a
dally newspaper of general circulation,and as such is authorized to verify the foregoing statement
under oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertise-
ment,and that all allegations in the foregoing statements as to time,place 9nd character of publica-
~~~.p
COpy~of NOTICE
617 McKean Avenue
Donora,Pat 15033
TO MON VALLEY NEWSPAPERS,INC.,DR.
For publishing the notice or advertisement attached hereto in The
Volley Independent on above stated dates ;.,$10.00
Notary '".....'................................................................$ •75
Total $10.75
PUBLISHER'S RECEIPT FOR ADVERTISING COSTS
Mon Volley Newspapers,Inc.,publisher'of The Volley Independent,a daily newspaper of general
circulation,hereby acknowledges receipt of the aforesaid advertising and publication casts and certi-
fies that the same have been duly paid.
MON VALLEY NEWSPAPERS,INC.
By
lin 1Qr (@rpl1uns 1I Ctrnurt nf lIusQingtnn Qtnun1y
In the matter of the Audit of Account in
I
Estate of_~E=dc..!.w~a=.r:::....:::d,--W.:...!-:...--,H~a~n~s~o~n~1
TO THE AUDITING JUDGE:
63-69-0967No.•.,--.19__•A.A.
Enter Ill~3T~appearance for
.Pittsburgh,Executors
Anna H.Haas and the Union National Bank of
17th SepteIllber____day of.-------
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-ment in that regard.
19~
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52
RU SEU,MM"liNO
lEG ST·R OF WILLS~'ASIIIN;:TON CO.•PA.
Nt
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
TeJl~ate Form j
Estate of ~g.:w.~.Q...W.,.JI.~l?9Xh .
Deceased
No §?:~§.9.~.???A.A.
Fiduciary..~?:Ji!I:I;?'?'~..~'1g..~b~..lJniQn .
..~~~~9.~~..~~..Qf..~~:t;.:t;.§gJggl}..,..he.c:u.t.or.s .
Date Election Place of;
Filed Record ......•.......................
Date of Date of
Decedent's death..#¥g@§:t;....$..l..;J.,999 Grant of Le,tters ~@:l?t>?9.,..J.9.9..9..
This is the :FJ;:~t....~g ..f.~n?::J:account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term ~5?~.~.
Election to take
Under or Against will.(cross out one)No Election
filed
Name of surv'iving spouse ~9.~~~.
List issue,where material:
Anna H.Haas,daughter
Oliver ·E.Hanson,son
Margaret H.Ric-rjey,daughter
Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate)
"t:msc No.If answer ye,~,name them .
..•••_-------oo·-.....••__......_._..._._..__.~.. .._.....•_.._.•__.._...•••..•_..•__....._.._..._....__...._.._.__••__oo.._..._.
Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
Anna H.Haas
The Union National Bank of
Pittsburgh,Trustee under the
lWill,Trust for
Oliver E.Hanson
Margaret H.Richey
Contingent:
Oliver E.Hanson,Jr.
Marjorie H.Eckard
Dorcas R.Barney
daughter
son
daughter
grandson
granddaughter
granddaughter
3/4 share Residue
1/2 of 1/4 share Residue
1/2 of 1/4 share Residue
Born 3-30-26 )Issue of Oliver E.Hanson
Born 10-17-27)
Born 12~8-3.z _Issue of Margaret H.Richey
List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause:
No Exceptions
If partial intestacy,give facts:
None
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.bmmc
If any exception give cause:N9n-.~.
Fi Ie copy of Notice
and date of mailing August..28,...l9:70 ,..,,._..
..(.,.
I -«,.
Is estate subject to the filing of a Federal Estat,e Tax Return?Jlo ,
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.9.49.•.5.0 .
If the Will makes any portion of estate subject to a life-estate,give name dnd birth date of life tendnt..•.......•...........Oliver E.Hanson,son,born March 81 1901 .',
Margaret H.Richey,daughter,born July 26,1903·......................................_-_____-_______---____.-
Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
Give reference to such parts of the will as require interpre,tation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
Balance for distribution per account,
Itemize any additional debits not shown
See Exhibit "I"attached
Principal -Personalty
Income-Personalty
Total additional deb'its.;(Add),:",
Itemize any additionpl credits not shown'..~.
~ee Ex..lJ.ibit J~I,'~attached
~Principal :..;.Personalty
Income -Personalty
Total additional credits (Subtract)
Balance for distribution
by account:
none
j616.58
by account:
$20.00
~
$..?J.,.9.4J.•.$.4 _
$..?~?!.~.?_ .
56.99$__.
$.~,.?Q?~~?.-
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value>;
B8J.ance Cash
J
".--.....
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
NO.63-69-967
ESTATE OF EDWARD W0 HANSON,DECEASED
ADDITIONAL RECEIPTS AND DISBURSEMENTS
TO THE
FIRST AND FINAL ACCOUNT
OF
ANNA H.HAAS
AND
THE UNION NATIONAL BANK OF PITTSBURGH
EXECUTORS
1'71e
/
September 4,1970
I,
SUMMARY
SCHEDULE A
PRINCIPAL -PERSONALTY
Receipts Page 2 31,109 72
Disbursements Page 2 8,078 68
BALANCE 23,031 04
SCHEDULE B
INCOME -PERSONALTY
Receipts Page 3 1,566 37
Disburse:ments Page 3 93 98
BALANCE 1,472 39
NET BALANCE 24,503 43
The Balance Consists of the Following:-
Principal -Personalty
Cash on hand 23,031 04
'.
Inco:me -Personalty
,
Cash on hand 1,472 39
24,503 43
~.
Exhibit "lII
.-
,.-..0-..
,.,....
ESTATE OF EDWARD W.HANSON,DECEASED
.-::;;::':::'":"':':-:-.':::::=_.:::~::--:::==:--==~======:=:::::==========:::=:::=====~==~======r==..::=;;::=-:.~---'--=:.:.-'..
Conversion and Sale of Assets Without Gain or Loss
Receipts in accordance with the First and Final
Account filed
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
1 970
Aug.27
Sept.3
Proceeds maturity -$6,000
United States of America Treasury Bills
dated 2/26/70 due 8/27/70
As shown in the First and Final Account
Proceeds sale -$20,000
United States of America Treasury Bills
dated 4/16/70 due 10/15/70
As shown in the First and Final Account
DISBURSEMENTS
5,867.02
5,867.02
19,368.40
19,368.40
o 00
o 00
,
i!
I
31,109 ~2
Ii;
I I
I I
I :
01 00 ;
i i
!
31,109172 :
II
I
Disbursements in accordance with the First and
Final Account filed
Administrative Expense
1 9 7 0
June 26 S.Barr,y Anderson,Esq.
Reimbursement for cost of filing First and
Final Account
-2-
i I8,058168 :
I IiI
i IiI
20 00 ii:
I i
8,078/68 !
i '!
~~--_.._-----------------------------
"""'r--:_•...
,."."
ESTATE OF EDWARD W.HANSON,DECEASED ---_._-_.~...,.----1 .~~..
SCHEDULE B IIIINCOME-PERSONALTY I
RECEIPTS !III
accordance with the First and Final I
ed 949 b9
Bonds I
ates of America Treasury Bills I
ation on I00to8/27/70 132 98
00 to 9/3/70 483 60
616 58
1,566 ~71
i
!I
DISBURSEMENTS !
ItsinaccordancewiththeFirstandFinal
56 199edI i. I
ive Expense i-II
II
National Bank of Pittsburgh II
ant's compensation 36 199
93 98
Ii
I
!
\
~
,
I
-3-
United St
Accumul
$6,0
20,0
The Union
Account
Receipts in
Account fil
Administrat
Interest -
Disburse·men
Account fil
1 970
Sept.3
-,..
....,\'..
Register of Uills Office
If F '1 E .'I'd b p.".I f R d''lWashinrr+on Count"lr lP'ennQV'"lTf"n';.,ami y xemptlon c alme y etltlon,give pace 0 ecor _.._6~..__'...___01_.".--.----.--,.,.""'.~U+_._._
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.__.':":__ __.
List any advancement or distribution on account that has been made,and nature and amount of same:
None
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance ~Ls not in cosh:residuary'shares being stated in proportions:.
Anna H..Haas·~-Slaughter .3/4 share Residue
Whe Union Nat~9nal Bank of Pittsburgh,
Trustee under the Will Trust for),",!"'eI"i"""·..~....~~.-":~,,(."':'-..!'~.~......7'I'\J1..--.,:~...,, . .Oliver E.-HanSOll,son 1/8 share Residue
Margaret H.Richey,daughter 1/8 share Residue
COUNTY OF ALLEGHENY,SS:
•COMMONWEALTH ·OF'·FENNSnVANIA.
The above named Fiduciary or representative ~~ereof,
being duly.sworn doth depose and say
that the facts set forth in the foregoing petition are
true to the best of his knowledge and belief.
_--,S::.wo=rn~to and subscribed before
me this,_...licA'--__day of .~,191u
Signature o@~~£=eOf:ef:p:tJ1i~\S8:!I("J:@J~~~~'~.i.Al ~
m.AIR A.NEWTON,NOTARY PUBl.ICTitleofOfficer......Dii'i'TTTffi'~-E*.m.--s;n.+._1 CI'~(,\I!CI\.!"COUNTyl1Y'~~;;;;SS;~IN'EXf;;RES FEB.21.1972..
Office ~xpires,-------------------
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
And your petitioner will ever pray,.
etc.
THE UNION NATIONAL BANK OF PITTSBURGl!
By',l)~s~dr1±~~
being duly__..~~~~~..doth depose and say
that the facts set forth in the foregoing petition are true
to the best of.h~~.._...knowledge and bel ief.
And your petitioner will ever pray,etc.
.L~.?{~_
~H.Haas,Executor
/)N,..11r..(,.
-.--..--...--....~W9..~~_.......__to and subscribed before
me thiS__..I/~~.day OL.--.~~....19.Zt?.
.."":-'-=::4 '.~
Signature of Offi~~r--"-7~~~~.~~ft!~~....~
..'Notary'Public.DOrio'fa,Washir.gto~untyTitleof,Offlcer._~"_:;:--<",'.•••••••__••••••...:--.:--•••••••••:----.--.----..
\._.-r .!.-....~...-•..~''';:fifY'CommjssI6n~'EXplH!sJ'Ury-~3U'1 £973,-·..._...-~;;..~;..""1'..'.~+:r'''""t··j ..:,~"••,."':J".~'''~;
• •..-.-'_v'""'0 ."-
Office expl res :::.
~~"..~,_~~,~~·.3 .",,-._L ~~.",~.~.._~.•_,..,,~~,~~"'.'",.•~~~..D ~~..~'!'
~No..§§J....9K..l-.9f?f?A.A.
-::)"-->
Estate of.JXh·ggg..W.!•.H§.].]§.9J.!....1••.•...•••.•.••.••••••~::.;:~?J
j'-r~••-;,,-
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~~"IT'ioN SUR AUDIT
FROM WHERE :,DECEDENT LEFT A'WILL
~~~.I :
Executor.s;,;'.........=t I.!----_ __.
~<.'i'....
f.<r-;
"~+-
....................~,···I;~~~~~~d···:;I~~.'
1.{IS j
'.·1''M '.H H d r..Fiduciary E-.~:~.~~~~.........................f ~
The Umon~:N'ationa1 Bank of Pittsburgh ~.::
~
dAj(l "00 JW1:~\N1HS·\1'h\
£11 Ui~.::11<\]id"3 i OS 103lJ
{ni~~~1lg "a 13 SSn:tJ
IS "(lj II".:u-t"~4 Ir}
.~
,,.:
"i#~
F-..~
1
,..-/
".
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules ~
adopted effective December 3,1951,being.
rule No.9:paragraph b-c;and divisions'~
thereof:shown on pages 23-,64.~
1.Written praecipes of afr Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.CertifiCate of liens'in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
1.'-'......'\
I,
i
(
.
S!DO OLt
'a 3 -!j ~jl
,~i7j3~k~a~1~~~~~~··Ep.g.~····..······Att~~~~;;·~··
Donora,Pennsy1v~2 150.3.3
'.~?./~I--,-.,;:;;.--;t--------......------------------------------../-"::--,
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA
"
ORPHANS"COURT DIVISION
IN RE:
ESTATE OF
EDWARD W.HANSON,
Deceased.
)
)
)
)
)
)
)
No.967 of 1969
BEFORE:
APPEARANCES:
TIME:
THE COURT:
HEAR ING ON AUDIT
THE HONORABLE P.ViNCENT MARINO,Judge
oj[the said Court.
S.BARRY ANDERSON,ESQ~~~,,-of Donora,Penna ,
representing the Accountant.
Thursday,September 17,1970,at 10:00 o'clock
A.M.,EDST.
Number 967 of 1969,the estate of Edward W.
Hanson,deceased.The Executors are Anna H.Hassmnd the Union
National Bank of Pittsburgh and the attorney is S.Barry Anderson.
Mr.Anderson?
MR.ANDERSON:If the Court please,I have the necessary papers
and the exhibits.There are no complications,I believe,to call the
Court's attention to and I'd like the record to show that Mr.Guy
Anderson from Union National Bank is present in Court.
THE COURT:
MR.ANDERSON:
Are there any outstanding claims?
No,sir,Your Honor.
2
Is there anyone else in Court interested in the
....i9~----"1II---:-""""'--------------~--------~--
THE COURT:
estate of.Edward W.'Hanson,deceased?
(NO RESPONSE)
THE COURT:
Court.
The audit of this account is marked closed by 'the
(A UnIT CLOSED)
I .
-J
{
-..
-,..
J
.'
~n t4t OIn1U1 nf OInmntnn Jltus of lIuslfingtnn OInuuty.
Jtnnsylunuiu.®rp4nns t OInurt 13iutsinn
.j
ESTATE OF
Edward W Henson
deceased.
No.63-69-967
In the matter of the Firs t an d Fine1
Account of Anna H.He as &The TIn ion
NatI 1 Bgnk G f Pit t s •Executors
ADJUDICATION AND DECREE
And now November ~,197JJ....-,this matter came on f~r heari.ng,
audit and distribution at this session and testimony taken;and thereupon,upon due consideratIOn
thereof I1h~baIQnce for distribution in the hands ~f the Ac.countant.is deter~i~ed to be
$2,01.1+3 and the account IS accordingly confirmed;and It IS ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg..
SCHEDULE OF DISTRIBUTION
Balance per account _
Additional debit asked at audit
Additional credit asked at audit
Balancee-_
616.58
56.99
$24,560.42
$24,503.43
Deduct Clerk's Costs &Receipts _
Attorney S •Be rry And erson
Russell Marino,Agent,transfer inheritance tax,
per computation filed;Commonwealth reserving
the right to assess and collect transfer inheri-
tance tax,(and interest if determined to be due)
on remainder of 1/4 residue at the termination
of the individual life estate(s)at the appro-
priate rate when it/they become due under the
law,credit to be taken by the accountant for
funds advanced,I 245.16
Anna H.Haas,daughter,3/4 residue,minus transl
fer inheritance tax due thereon ($1119.59 plus
proportionate share of credit at 5%against the
tax for prompt payment $39.67),.7972.65
The Union National Bank of Pittsburgh,Testamen~
tary Trustee for Oliver E.Hanson,son,1/2 of
1/4 residue,in trust as set out in the will,
minus transfer inheritance tax,plus proportion-I
ate share of discount at 5%against the tax for
prompt payment -life est~te only,subject to
tax due on remainder interest when tax becomes
legally due,3124.64
The Union National Bank of Pittsburgh,Testamen-
tary Trustee for Margaret H.Richey,daughter,
1/2 of 1/4 residue,in trust as set out in the
will,minus transfer inheritance tax,plus pro-
portionate share of discount at 5%against the
tax for prompt pa.yment -life estate only,sub-
ject to tax due on remainder interest when tax
becomes legally due,3120.48
$24,217.77
No balance
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Form OC Div.91
lin t4e flatter of t4e Estate of
lin lqe (ll)rpqnns·OLoud miuision of tqe
WASHINGTON
Qtourt of mommon 'lens of ~
OLounty JennBylunnin
Edward';{W.Hanson
DEOEASED ~o.63-69-967 ornct~9x~___
tKnow 1\11 fltn my ID4tst 'resents,that I,_A_NN_A_H_._H_AA_S _
do hereby acknowledge to have received from ANNA H.HAAS AND THE UNION NATIONAL
)Dollars
Cash
Seventeen Thousand Nine hundred seventy-($17,972.65
two Dollars and .65/100
and --,-_
__B_A_NK~O~F;;;;P~I;-;;TT:;S=B~UR~GiH~,;[jE;gx~e~CBCu~t0N;rjgs~,m;m~!ii~---_the sum of
(EXECUTOR-a
in fuU'of the amount awarded me under the decree of the Orphans'Court Division of the Court
of Common Pleas of ~County,Pennsylvania,entered at the above number.
Washington
And I do further authorize and direct the Clerk of the Orphans'Court Division to
enter a receipt on the Audit Docket in my name,place and stead.
...,-d
Jlllttness my hand and seal this 4 day of__!J.""''Pc.-=::.=..I.Rd=?I1'''''':u'''''K<---_,19 70 .
NO.of 19 __
.
\
AUDIT VOL._PAGE __
r Iteteipt
ESTATE OF
~,,~....,..~---,;;:31 ~~j
b...'u';:::1:-
'J)~;'2!--"Di:CJll~SJllb::r:-Cr.t::::::r ..,..-.......~
::;:Ct).~,..;::.,r-'-...~__'c)\'J
I~'.:;'~:"~rrT
~oc-:)-'Y;;:;:~~
.0 ::~~.,..---..",--.~--~""tJ r-:..;hC/)O
c:::::><..u
,.
Filed _
Fee
Attorney _
Address _
It 12/1/70-.'
Form OC Div.91
3Jn tile flatter of tile £statr of
Edward W.Hanson,
DEOEASED
lin 1qt Ql)rpqans 9 <nourt 1Btutsion nf tqt
Qtnurt nf arommnn JUtus nf ~
."WASHINGTON<nnunty Jtuusyluanta
No"63-69-967 ~~.__
THE UNION NATIONAL BANK OF PITTSBURGH,
1Kuum ~11 ~tllrn fiy Wl1l'Sl'Jr.rsl'nts.thatx~TESTJlMENTARY TRUSTEE FOR MARGAR~T H.RICHEY,
ANNA H.HAAS AND
do hereby acknowledge to have received from THE UNION NATION1lL B1l-NK OF PITTSBURGH
(EXEOUTOR-ADMINISTRATOR-THUSTEE-OUARDIAN)
Cash -Three Thousand One Hundred Twenty ($3,120.48
Dollars and .48/100 )Dollars
~fi~X~_
in full of the amount awarded me under the decree of the Orphans'Court Division of the Court
of Common Pleas of ~County,Pennsylvania,entered at the above number.
Washington
And I do further authorize and direct the Clerk of the Orphans'Court Division to
enter a receipt on the Audit Docket in my name,place and stead.
Bttness my hand and seal this tftl day of ~~19 70 "
,THE UNION NATIONAL BANK OF PITTSBURGH,TESTilMENTARY
~A:TRUSTEE FOR MARGARET H.RICHEY
Witness:~_&,'2L~By D~,1).~(SEAL)~l1 0 Trust Officer
NO.of 19 __
AUDIT VOL._
i&etetpt
ESTATE OF
PAGE,__
...._li"j,
__'DEC'EASED
Filed _
~I '
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..'........~l
r71
o
~
Fee _
Attorney _
Address
Form OC Div.91
3Jn t~r itattrf of t~r Estatr of
Edward W.Hanson,
DEOEASED
--.-.
...It 12/1/70
•
il.
lin 14t OOrp4ana'mourt miniaion of t4t
(Hourt of QIommon 'ltali of fdlmhmnx-WASHfN~
<!tounty Jtnnsylttania
No.63-69-967 ~~_
THE UNION NATIONilL BANK OF PITTSBURGH,
1Knom All ~!Il'n my IDl1l'Sl'1\lrrsl'nts.thatx~TESTAMENT ARY TRUSTEE FOR OLIVEf1.E.HANSON,
ANNA H.HAAS .AND THE
do hereby acknowledge to have received from UNION NATIONilL BANK OF PITTSBURGH
________----,-EX_EC_UT_O_R_S the sum of
(EXEOUTOR-ADMINISTRATOR-THUSTEE-GUARDJAN)
Cash -Three Thousand One Hundred TwentY-($3,124.64
l"our Dollars and .64/100 )Dollars
roOOoc~_
in full of the amount awarded me under the decree of the Orphans'Court Division of the Court
of Common Pleas of ~County,Pennsylvania,entered at the above number.
Wash~ngton
And I do further authorize and direct the Clerk of the Orphans'Court Division to
en.ter a receipt on the Audit Docket in my name,place and stead.
DIHtnus my hand and seal this
Witness~~J~_.
44.day of bte~19 /D
THE UNION NATIONAL BANK OF PITTSBURGH,TESTJlJ.1ENTARY
TRUSTEE FOR OLIVER E.HANSON
By D~.~"~"(SEAL)
.()Trust Officer
»»~~
0-,.,.I')......-
0-,.,.(1)(1)0 p...,.,(1):;)enen Cb
I
'<
'Vd ··O~~Wl:~lNIHSVi\\
Slll!~~jO ~ELLSi~JU
oN1'd V!~'1 ~')~1 ]'::~:1:,:nH
£0 Wd L :na OL
z9
RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION IN YOUR REPLY PLEA.E
REP'IER TO 37-250-2
NOTICE OF FILING OF APPRAISEMENT
ANNA H.MIS &UNION NATIONAL BANK OF PITTSBURGH
(Executor ~f)
/
In Re:Estate of =E~DW~m=D~W:=..:.:....=HA::.::.:N~SO:::::.N~_
_____~W==AS=_=H::.::IN=G..:..TO==N.:_County -File No.63-69-967
You are hereby notified that the original
appraisement in the estate of Edward W.Hanson
has been filed in the office of the Register of Wills qf Washington
County on January 15 ,19~.Said appraisement reflects the
following valuations:
Real Estate _--'----,-_
Personal Property 3~O~.u7....:0~8~•....:6~1~__
Transfers --:-_
Total -.,...__3~O~,..L7.::::0:.::.8s..:.6~1~__
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e -'J:..:an=uar===-eL-y-=15~•....:1:..9....7....:0:.-...__
DATE OF DEATH:August 8,1969
Note:This is not a bill.
CC-31l (s-es)
SUMMARY
\COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT--==================================
Estate of HANSON,
(Last Name)
EDWARD
(First Name)
w.
(Initial)
DATE OF DEATH 8-8-69 FILE NO.63-69-9!!L-
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 last column to the right in Schedules "A","B","C",and "E".
01-15-70
08-08-69
Dated:___-==-==--....J-::'--_
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
30,708 61
30.708 61
$10.708 61
10.708 61
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$I
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
Valuation of life estates or -4=
FOR USE OF REGISTER ONLY
Tax on $----------i'---~
Taxon$~
Tax on $5%
fix 00 $1~
Tax on $15%
Exemptions •
Total Estate--------1--_
TOTAL TAX
COMPUTATION OF TAX
$--------+--
$--------+--
$--------+--
$-------1---
$-------+---
$------_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 ::::::::=l====
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%fro~
to -----Ie $---AMOUNT OF ESTATE TAX ASSESSED $
Estate tax paid $I
BALANCE DUE $---_---IL-
Add interest at rate of 6%from
to $--~t=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.
'pz
Will
Administration t No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
..:EI>WAAD.w:•..HANSON
Deceased
Late of .
County of
CARROL TWP.
WASHINGroN
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
....
/
Form RCC-2
•
y'•DEBARTMENT OF REVENUE
BYREAU OF COUNTY COLLECTl01l!S
HARRISBURG,PENNA.17"27
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX •
APPRAISEMENT
DATE ".~.~!?.I.!9.7.9..
COUNTY ~~~.t.l.?::r.!~.9~.
FILE NO 9.J...~9..9~.99..7 .
Whereas..~w.~:r.g w.~~.;?<?P.:late of C.a.r.r..Qll +:wp .
in the County of .w.~.~h~P.:gj..9..~Commonwealth of Pennsylvania.having died on
the ?~.h day of ~~~~.~197.9.seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I l'f,.J~,G.h~.~,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 Valuas Made for Inheritance
Tax Purposes
$
PERSONALTY:
See copy of Schedule liB"attached to appraisement 30,708 61
I
I
I
II
Total 30,708 61
I
forrn~v;;:fh~~::I:h:sworr:s~OI~~:·~:;:re~~~~=~~5boV..~~~r.~i~e=..~~~..1~~e
Appraiser ·r"
w....
((Nu ber and Stnet)
...Penna.
(Post ORlee)
........WM3.H:rNG.'rQN County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
EDWMP...W.'!I:fAN~°:N .
Deceased.
Late of
CARROLL TWP.
Date of Death,Augu.s.t s.".l.96.9 .
Appraisemel!t Docket Vol.,.3.7 .
Page,2.5..~2 No 93.~6.9~.997 .
Filed in Register's 0 ffice,.A.I:L.:t:l~.:r.Y ~.~.19 ~9..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal j,om Appraisement,.
Entered and charged,..
..
I
?orm RCC-33
RESIDENT DECEDENT
,,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF ..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 Inheritance and Estate Tax Act of 1961.)
.............................I:..::a:;~~.::H::::ESTATE ~F }~
(State full name of decedent)~
Late of Wa~l.Al.':l:g~C?P:..............County
and say
::.::,-:::::~~~~-~~:~_:}."
.........AnnaH.Haas &THEUNION..NATIONALBANK.OFPITTSBURGH.. .
of the estate of the above-named decedent being duly sworn,depose
........CO'-Eucutor
Decedent died ..............August....
(Month)
................8..1969J
L
~eaVing a last will,copy of which is hereto attached.}
(1Iay)(V""r)...............
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
S.Barry Ander.son,Esq..
617 ..McKeanAvenue Donora,Pe;n,nsy1vania
That as such C.Q.::-.Ex;e.QJJ.tQ;t'deponent is familiar with the affairs of said estate and the property con-CO!+ix"""tor.~-
stituting the assets thereof and their fair market value..
That at the time of death there was no safe deposit box registered in decedent's individual name.or jointly
with.or as agent or deputy of another.or in decedent's individual name.with right of access by another as agent
or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH'DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
M",llnn Nat.;nn~l "A~nk R,'Y'''''JRt.~n",,.,,,rl,,,nt.
~Of'f';,.P.
"AmI':l!P.07
That the contents of said safe deposit box or boxes are itemized under Schedule)_~B~_of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth 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,down to the last
interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designated as tax free,of the United States,or any state,or political subdivision thereo~or of
any foreign country,which ~re owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated
market value 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 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 policl'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
I ..
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 ~f transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a copy
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,or jointly with another,or any powar of appoint-
ment vested in decedent,either individuall:y or jqintly,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,andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fUlly and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and 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.
.Anna H.Haas~s;~;ndsworn to ~~..;TIlE UNION NATIONAL BANK OF PITTSBURGH
.............,...............•....~.:;;]19......BY..cJktc;;£~o;;ii;;~r
.........................................~~........F.Q.st Qrfi.c.e..B.Qx 8.3.7 ~..
lElAND T.DAY,NOTARY ~i.lttu'Y Public ?/(Street Number)
PI1TS3UR5H,ALLEGHENY COUN1Y F..ittsb.ur.gh,P.ennsylyani.a 152J.O .
MY CGM:.1\SS\O:1 miRES fEBRUARY 1,1911 (City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
l
RCC-34 (1-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE T.AX
RESIDENT DECEDENT
",..'
SCHEDULE i'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,tagether with 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 0.00
,
!,
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.
0.00
.l
SCHEDULE "B"
PERSONAL PROPERTY
.
RCC-35
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
,TRANSFER INHERITANCE TAX.
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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKEl'VALUE (Do not write in
this space)
See copy of Inventory attached 30,708.61
Insert this total opposite "Personal Property",Schedule "B"in X X 30,708.61
the "As Reported"column on the last page of this return.
INVENTORY
of all real and personal estate of EDWARD W.HANSON,Deceased,late of Ridgeview
Terrace,R.D.#l Box 58lBMonongahela,Washington County,Pennsylvania.
PERSONAL ESTATE SCHEDULE
Blue Cross of Western Pennsylvania
Refund premium
Stocks
50 shares Air Reduction Company,Inc.
Common @ 19 3/4
100 shares American Sterlizer Company
Common @ 26 3/8
400 shares Armco Steel Corporation
Common @ 28 5/8
dividend of record 8/8/69
100 shares Bethlehem Steel Corporation
Common @ 31 5/8
Dividend ex-date 8/6/69
100 shares The Columbia Gas 3,ystem Inc.
Common @ 26 1/8
dividend of record 7/21/69
50 shares International Paper Company
Common @ 39 3/16
50 shares G.C.Murphy Company
Common @ 27 15/16
Dividend ex-date 8/6/69
100 shares National Gypsum Company
Common @ 28 1/8
100 shares Phillips Petroleum Company
Common @ 29
dividend of record 8/8/69
20 shares H.H.Robertson Company
Common @ 24 5/8
987.50 ~
.~
2,637.50
11,450.00 I....-
160.00 (..;
3,162.50 L-
45.00 --L-
2,612.50 J-
40.00 t.--
1,959.38 '-
1,396.88 L-
15.00 L
2,812.50 L
2,900.00 L-
32.50 L
492.50 L-.
$30,708.61
None
None
,'
REAL ESTATE SCHEDULE
REAL ESTATE IN PENNSYLVANIA
MEMORANDUM OF REAL ESTATE OUTSIDE
THE COMMONWEALTH OF PENNSYLVANIA
$0.00
$0.00
RCC-36
CUmlO\T?\LTIl Ot:PF~NSYLVANB.
Tll\~SFFH.INFElUTANC:S TAX
I1ESI11E\'T DECEDENT
,.SCHEDULE "c"
T~\.:\SFEltS
(1)Din necedent,within two years of neath,make any transfer of any material part of his estate,without
receiving a valuable and adequa.te consideration therefor?(Answer yes or no)No
(2)Did necenent,within two years of death,transfer property from himself to himself and another or
others (incluning a spouse)in ,joint ownership?(Answer yes or no)No
(3)If the answer to (1)or (2)above is in the a.ffirmative 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 stwject to his power of disposition?(Answer yes or no)__~N~o~__
(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 unner which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)No
(b)The right to nesignate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)No
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserven in decedent
alone or others --:-_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)No
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)__~N~o~__
(9)If the answer to (8)above is in the <;tffirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent ann others?
(Answer yes or no)_
NO'l'E 1:The answers to these questions should be supporten 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 prcperty
transferred,it's fair market value at nate of death,dates of transfers and to whom transferred,with
relationship of transferees to decenent,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 MARKET VALUE
(Estlmated)
0.00
DF2T.VALUATION
(Dept.Only)
Insert thls totJd opposite "Transfers",Schedule "C"in the
"As Reporter!"column on the last page of this return.
0.00
ReC-38
,COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX.~
RESIDENT DECEDENT
..
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly
with another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of Acquisition,Name!
Address and Relationship of Co-Owners,and Place
of Record of Instrument,where Real Estate.!
Unit
Value
percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
50%
Mellon National Bank &Trust Company
Farmers Office
Decedent &Anna H.
Checking Account
Haas (daughter)
/j),$796.06r/1/-<)
~£~;tJ-#os//6f
/6 -01 j,tf
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return.398.03
RCC-37 (12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
(
h
-,RELATIONSHIP IBENEFICIARIESANDADDHESSES(If step-children or SURVIVED DATE INTEREST OFStatefullnamesandaddresSEsoZallwhoillegitimatechildrenIDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other-are involved,set STATE YES BIRTH IN ESTATE
wise,in estate)forth this fact.)OR NO
v
YeR 212610l1 -;,11.R",~;,ER t.Rt.AAnnaH.Haas -Daughter
R n ItJ "Any "i~l-"A ()11+,..;.O'ht.
MonQngahela,Pennsylv~a-l"iO(;-;'
,
-
QBver E.Hanson !inn YAR -;,/g/m l/~R",~;,F.Rt.Rt.A
-5.;310 MRJ j b"r.n11"l"t.in 'T'rllRt.
~e Coral.Florida 33904
_l1arg.ar.et.H R;,.hAV DauQ'hter Yes 7/26/03 1/8 Residuarv Estate
-R.._n II:?"Any ~7 in Trust
Eighty-four,Pennsylvania 15330
"
,
-
-Deponent further says that all the above-named beneficiaries are liVing at this time except below:
\\
NAME DATE OF DEATH RESIDENCE
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
...&lward W....Hanson..
Deceased
.>-3 '"d ~l:..j ....('I)('I)o llj ....llj
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CD ~P.'<
h:J~ii:+~
>-3lljxllj
cr'~
o....o'"til
(Executor-Administrator
must complete "As
Reported"column #1.)
t%j
til...llj
ct
D<THE
l No.63-69-~9~7 Year ..1969.~WASHINGTON
Will
Administration
Late of ...Garroll..Township0 0 0 0
Commonwealth of Pennsylvania
~
cP
S.Barry Anderson,Esq.
617 McKean Avenue
Donora,Pennsylvania
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REPORT AND~APPRAISAL::n ..r -Jc'::-..")t ?--;r
County of
-.."oU,-
"j
REV-449 (8·~S)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
t.3 -C 1-fb7
RESIDENT DECEDENT COUNTY OF Wasbington
IMPORTANT:This return must be completed in detail and filed in duplicate,with all attached,with the Register of Wills of the
County where decedent resided;Return is due within nine months after date of death,unless an extension is granted
by the Secretary of Re~enue.(Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF
Late of Washington County
State of __---'P::....::e=nn=sCII.y-=l::.:v:...:an=~=_·a=-}
...,~~.SS:County of_All egheny
ExecutorA"M_'-'-_.---:.TLlblEe~IILIln~i.oonn~Nl.\l<aa.:t~,il.(o)J:n;u;al.Jl..........tBlaaIUJ::lKk-Oo;f~P~ib-=lt~t#isl-I;"b>tlUI'il;Q;gah..,..,-..:Tr1,g;!.1I,l,yS;.:lt;Ee~e~-------------,XXXXXXX
~of the estate of the above-named decedent being duly sworn,depose S and says
}
AFFIDAVIT OF
TRUSTEE___--'Edl;ll.l.w~ar~d~W~.~H~a~n~s~o~n~:_=:_==='"C"=_:------~(STATE FULL NAME OF DECEDENT)
County ~
S.Barry Anderson,Esquire
617 McKean Ave.,Donora,Pap
Decedent died ---(M':;~"'~"'l~"'H=)",S-=t:....>:8,--(O-:A-Y-)--'19~tl!~EilDmcl[j_iHilIl:ilQjOCIliil£K*JlClI:xaliilJ:lIiKDLa!ilmcDOOllOO~lIiJl<I.}
Name and address of attorney or }
othClr authorized repre'sen,tative to whom
all correspondence should be mailed.
That as such Trustee deponent is familiar with the affairs of said estate and the property constituting
(~)
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or
as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the
exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
'liT I.
That the contents of said safe deposit box or boxes are itemized under Schedules of this return,
with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth 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,down to the last interest day;p;i«rr to decedent's
death in the case of savings banks,and to the date of decedent's death in all other ca~es;all bonds,postal
savings,treasury certificates or notes and other evidence of indebtedness of the United States to the de-
cedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,
or any state,or political subdivision thereof,or of any foreign country,which are owned at the time of death;
all wearing apparel,jewelry,silverware,pictures,books,works of art,household furniture,horses,carriages,
automobiles,boats,and any and all other 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,and all promis sory 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 policies carried by decedent;all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent;all and the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of decedent's
death and other investment securities owned by the decedent at the time of death,with the market value there-
of at such time.
Subscribed and sworn to before me this .
.............................1...tJ.~day of ./t~.~19 7...r...
.J1.1.~14 ~.
In the case of securities of close or family corpcrations,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,financilll statements showing the assets and liabilities of said co-partnership or l1usiness.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting'forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of deat~
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 aco~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 ex~rcise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time.of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,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 recorclof instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and 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 ppoof 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 anq 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.
THE~~BURGH
.~.r ,.A;;l.s.t Tax nrricer
(E:x:ecutor-Admin.istrator)
.~.~g..~~.?~~~7._._..
(Street Number)
Pittsburgh,Pa.15230..··..· ·..·"{city·..·;:·..T~;:..·~;i..'s~~}·····..· ·..
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.
MARGARET W.BAUMAN,NOTARY PUBLIC
PITTSBURG.H,ALLEGHENY COUNTY
MY COMMISSION EXPIRES MAR.23,1981
Member,PennsylvaniaAssociationof Notaries
"cOMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "8"
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 liE".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 J:Jonds and tentative 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 payable to the estate or
fiduciary in said capacity,partnership interests,interest in any undistributed estate of or income from any property
held in trust under the will or agreement of another,even though located outside of the State,at the time of death,
should be listed in this schedule.-
Item IlEM UNIT ESTIMATED DEPARTMENT
No.List and describe fully VALUE MARKET VALUATION
VALUE (Do not write in
2'804.3~this space)
1•290 shares Union National Bank
'2-(8 ~,!I J i)Common Trust Fund "C"@ 9.67
.
~
Insert this total opposite "Personal Property",Schedule "8"in XX 2,804.30 ')-,tfp f ~Uthe"As Reported"column on the last page of this return.\
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP
(State full names and addresses of all who (If stcp-children or SURVIVED DATE INTEREST OF
have an interest,vested,contingent or other-illegitimate children DECEDENT OF BENEFICIARY
wise,in estate)are involved,set STATE YES BIRTH IN ESTATE
forth this fact.)OR NO
MrR.DOl"CaR B -VAR ~.-,t'"p rp,.",C!t
RD 2 Box i80
li'';,..h+"7"_li'''11,..P£l 1 c;~~n
-
-,
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
63-69-0967
Will
Administratioft No._Year
(Executor-Adminis trator
must complete "As
Reported"column #1.)
in The
MATTER OF THE APPRAISEMENT
of The
ESTATE OF
__-,Edward vI.Hanson
Deceased
Late of CarDoll Township
County of Washington
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
s.Barry Anderson,Esquire
617 McKean Avenue
Donora,Pa.
''fd "on N01DNIHS'VM
SlllM .:10 :~3.LSIS3H
.LHVI'.i S l::JMP/H
9~2 l,4d H 83J bL
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R E V-S 18 (8-781
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF ~EVENUE
BURI:AU OF FIELD OPERATIONS
P.O.BOX 2970
HARRISBURG
17105 IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
Union National Bank of Pittsburgh
In Re:Estate of Edward W.Hanson
_-2W~a!!.:::s~h~i~n:cgLt~~o~n__County -Fi Ie No.63-69-0967
Dear Sir:
You are hereby notified that the_~Rre",ma~1_'n..-d_e--:-r------:_
appraisement in the estate of Edward W.Hanson
has been filed in the office of the Reaister of Wills of_''-O...ia=s=h=i=n:cg>-=t~o~n=-_
County on February 22 ,19 79,Said appraisement reflects the following
valuations:
Real Estate-----."...-r~.--~._----'---
PersonaI Property Z.L,_8_0_4_._3_0 _
Transfers - _
J 0 intIy Owned ---;;;.--.~.----=-----
T otaI -=2:...z,-=8-=0.....:.4--=:.•...::.3...::.0 _
As to such tax that is paid within three months from date of death,a five (5%)
percent discount is allowable.As to any tax that remains unpaid after 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.
August 8,1969
Any party in interest who is aggrieved by this notice may object thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
Estate Tax Act of 1961,72 P.S.2485-1001,P.L.373.
Date February 22,1979 Signed --\-----:,.t-/-f<'~~=-~?_'?:-...!=::.,=-.::-=----
DATE OF DEATH:
**Life Tenant Margaret H.Richey
died on Nov.12,1978
Note:This is not a bill.
RCC·39 (8-77),_•
•~County,Number and Name #63 Washington
File Number 63-69-0'967
Date of Death 'August 8,1969
Estate Name Hanson,Edward
(LAST NAME)(FIRST NAME)
w.
(INITIAL)
SUMMARY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of (--::J!-J ,
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".
Dated:February 22,]979
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for (J~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
allawed a.a dod.";a.,/tiff
Dated·~-~,--3 "~~l.t..!A/)~I/~~.:Z;./,~7,./REGISTER OF WILLS
ADJUSTMENTS
INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY)REMAINDER APPRAISEMENT CODE
Real Property (Schedule.A)$00+92+
Personal Property (Schedule B)10+2.804 30
Joint-Held Property (Schedule E)20+
Transfers (Schedule C)30+
TOTAL GROSS ASSETS "J.t~U4 jU
Less Debts and Deductions 40-200 00 93-
(SCHEDULE F)
CLEAR VALUE OF ESTATE -.2,604 30
annuitIes••••••••••••••••••••e__$-------t-
ESTATE TAX ASSESSMENTS __$C
VAL-UEValuationoflifeestatesor_'7'__PRINCIPL-E FACTOR CODE
--1-
FOR USE OF REGISTER ONL-Y CODE COMPUTATION OF TAX
Tax on $2%$
Tax on $"J..bU4 jU 6%$156 26
Tax on $15%$
Tax on $$
Tax on $$
*')
Exemptions (*)As evidenced by Charitable
Total Estate 156 26 Exemption Certificates issued
TOTAL TAX $by the Secretary of Revenue.
Less tax previously pa id $t=BALANCE $
Less 5%of tax if paid within
3 months after death $
BALANCE OF INHERITANCE TAX DUE $;
129Addinterestatrateof6%from /~~2-12-79 to 3-3-79 $
AMOUNT OF ESTATE TAX ASSESSED $
Estate tox paid $
BALANCE DUE $
145
1
Add interest at rate of 6%from l'
to $
TOTAL TAX BALANCE $156
PAID $
Supplemental Codes:(FOR USE IN HARRISBURG ONLY)
48-Adjustment
49+Adjustment
56-Annuity
6O-Life Estate
92+Remainder Apprai sal
93-Remainder Deduction
93C-Charity
94-Remainder Residue
96-Successi ve
Life Estate
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 l
Administration)No._
IN THE
Year _
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.,Edward W.Hanson,
-,
Late of Carroll Twp.
County of Washil#on
Commonwealth of Pennsylvania
Deceased
REPORT AND APPRAISAL
)
RCC-2 (2-64).,February 22 1979:...~
COMMONWEALTH OF PENNSYLVANIA DATE ,,-
_DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUl'rTY Washington
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA,17127 APPRAISEMENT FILE NO.63-69-0967"-.....,~---
Whereas,Edward W.Hanson late of Carroll Twp.
in the County of Washington Commonwealth of Pennsylvania,having died on
the 8th day of August 1969 ,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,Anne ~onnor ,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 AppraisementDescriptionofAssetValuesMadeforInheritance
Remainder Appraisellent Tax Purposes
$
**The Life Tenant,Margaret H.Richey,died on 11/12/78.
Personalty:
See Schedule ftB"attached hereto:2,804 30
-
-
i
~Total 2,804 30
;
)
J ,-,
".~
oj
)
J '0 ,
,-
I,,
I.
• J ,--
,
Having been duly sworn according to law,I do hereby certify that the above appr 'semeyt is made in con-
formity with law on this day of /'19__.
Appraiser
--------l~~..4:loo:~~o::__~-----,Penna.
Washin~ton County.
:,,,,"
RESIDENT INHERITANCE TAX APPRAISEMENT
.E~tate of
Edward W.Hanson
Deceased.
Late of
Carroll Twp.
Date·of Death,August 8 1969
Appraisemeflt Docket Vol.,·31-;sO.....J-
Page,No.63-69-0967
Filed in Register's Office,Feb.22 19 79
Amount of tax due,$_
DEPARTMENT OF REVENUE
Received,
Examined'and Approved,_
Wrote abaut Appraisement:
Appeal f,om Appraisement,,_
Entered and charged,_
.)
.)
,
)
-)
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).
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....;
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'.
COUNTY _W~as~h~illil;n.!l.t:g:..ltQo~n~_
FILE NO.63-69-0967
REV·45,7 (ii·78)
eEPARTMENT OF REV6NUEBUREAUOFFIELDOPERATIONS
P.O.BOX 2970
HARRISBURG.PENNA.17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEM ENT
DATE August 23,1979
Whereas,Edward Hanson late of W_a_s_h_i_n_gt_o_n _
in the County of Washington Commonwealth of Pennsylvania,having died on
the 8th day of August 19 69,seized and possessed of an estate
subject to Inheritance Tax und~r the laws of the Commonwealth of Pennsylvania;
Therefore,I,(:;;;;tiazZK-<(¥,L-kL.-eY/,an appraiser duly appointed according to law,
having been designated to make a fair and conscio6'ible'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 ofthe 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 ASSET UNIT Appraisement
VALUES Made for Inheritance
Tax Purposes
SUPPImENTAL RliMAINDERMAN $
Personalty:2,847 63
I
!,
Ji
I,
!
,
-
~.-.. .Have been duly sworn accordiI)g to law,I do hereby certify tha ~.~WF.pris·ementIS made m conf~ty
with the law on this c?3 .~day of ----;::::::::::::~~"='~-r-=::::::;:~~---:~-19 .
?u:na.
............................................................County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
Deceased.
Late of
Da te of Death,..
Appraisement Docket Vo1.,.
Page,No ..
Filed in Register's Office,19 .
Amount of tax due $ .,.
DEPARTMENT OF REVENUE
Received,.
Examined and Approved,..
Wrote about Appraisement,.
Appeal from Appraisement,..
Entered and charged,..
~
<..~.
~..
~O"UVDfUE
MJIIIi&u 01'OOVNTY COUoECTIONS
..-...uao.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
363
".
I ~'
Additional Assets er account
.,..
,',,"t PERSONALTY:j'
"J.'.
\.'~•.>~Wbereu.Edward W.Hanson late of Carroll\,Twp...•....."'"'~_.__.."'~~.~'i
~!.~..'.~..County of .,...W:ashington Commonwealth of Pennsylvania,haviq ~~.....:t:i
1£··~..to.."'·..·I·B·h·"'t~tan T d th dlay Ofr h ·CoAugUst..Ith f P 19 6
1
9,.seized and possessed of aD ~-~;:,t
.....-n en ce ax un er e aws 0 t e mmonwea 0 ennsy vanIa;'+'.-..'\
;.'Therefore,I,"',Y..~Jt~"'G.ha.n~y..."'"'"'"'"'."'....,an appraiser duly appointed accordiDato ,..)~".
I'iiaa_been desipated to make a fair and conscionable appraisement of the said estate,and to &Sseaa _~b <~:>I,.··.~·'•.-.u value of aU annuities and life estates growing out of said estate,hereby file the following appral....t:~'I··~·
~J;'(f ~.~I,c.'"h.,.Ja the event that any future interest in this estate III transferred In possession or enjoyment to collateral heirs of the decedt8&an...,......,.tiaD of &n1 8It&te for Ufe or for years.the COmmonwealth hereby expressly reserve.the rllht to appra1le and aueII \HoQIdert''r IIIbuttADOI tauI at the lawful collateral rate on any such future intereat....~;t.".;.;::~,
It'.."
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,.Wac been duly sworn according to)aw.I do hereby certify tha_t the above appraisement is made ID;...."
~....with law on this .........•.:~-'.day of ,....--;:".'".......................l ......,z.:;..
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DEPARTMENT OF REVENUE
Received•
lAte of
usmarr IIQIDITAJlClS TAX &ft&A'*lft
~.
Eliale 01
EDWARD W.HANSON
CARROLL TWP .............._.
Daft of Deatlt August 8,1969,--
Appraisemellt Docht Vol.37 ~,-___-
Pag,,~.?..9..:.?_..No 63-69-967............................._'
B,.,.,tl*-,auwged,
........................•.____.,_--__.._-
Errnttilted tJlfd A",N1'fJII'd,.____-___.-
Wrote ""0111 A",rois""ncJ,___..___-
._.-__-_,_--
FiUd i,.Registws Office,..9..~.!:..~_7._Q 19...?.Q ;
AMDU'"of tlU dtle,$:___.___._._._-
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COMMONWEALTH OF'PEN1\SYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
October~OJ_.J.9
.~CJ..s...~.~.~!.t on ..
63-69-967.;.....__......FILE NO.
COUNTY
DATE
--,~"'-...k_,~~
tf
i..J .,P
¥M.k .l41
..."aTRENT OF REVENUE
..,...0 OF COUNTY COLLECTIONS
BAaaISBURG.PENNA.17127
UAll
Valuel
LIFE ESTATE
.32186 =$1 000.98 Ealue of Life Estate
6%=$60.06 rax due on Life Estate
$3,119.98 x
$1,000.98 x
,;,
~Age of Life Tenant (Margaret H.Richey)at the death of
the decedent:66 rs.
I ,..
1
Whereas,Ed~v'ard Ii'.Hanson late of Carro11'l:"vp~..
in the County of'.Jashir1.~ton Commonwealth of Pennsylvania,havi~died on
the..........8~h ..day of ..AII g\l.~t 19 69,seized and possessed of aD utat.e .$
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;:t\
Th f I \v n Chaney ..d I .ted rd'~•...i,'."ere ore,,.......~........................,an appraIser u y appom acco lq IIU ...,....
haring been designated to make a fair and conscionable appraisement of the said estate,and to asseII·..cs .
the cash value of all annuities and life estates growing out of said estate,hereby file the following app~
In the event that any future Interest In this eatate 15 tranaferred In possession or enjoyment to collateral heln of the dees ~.
&be uplrMIon of any estate for l1fe or for years.the Commonwealth hereby expressly r~rves the rtrht to apprabe and ",~taxes at the lawful collateral rate on any such future Interest.;~,;'".'.~.
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R,cm"d,
DEPARTMENT OF REVEKUE
Date of DHlIJ Augus t 8,1969#_-..
ApprtJium,"t Docltet Vol.37,__..-~.
Pagl,.4.S.Q~.Z No.63-69-967......................................_.....
Fil«I ill R,gislw's OfficI,..,Q.~.t ~._~.Q..l ....19..7.Q.
A.-ottMi 11/'"d••,'h _••••••••_••••___
CARROLL TWP.
I>«H.sftJ.
-...-.r ...........08 '1'0 ~
,,'•'~j
EmvARD W.HANSON
Eliot,of
ul,of
Ai'P'1Il frOM A,trais,,.,,,',_____.__
EZGtItiud tJIf'A",rowd,_.___
Wroll _OM'JIf""..u,,,,,,,,,:__.
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DD'AaT1lDNTOF REVENUE
BUREAU 0"COUNTY COLLECTIONS
~8.~,PENN~17127
..1-
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE T,\X
APPRAISEMEr\T
DATE
COUNTY
flLE NO.
'~';~'.
I '
/
October 20,1970..,___._-..
,\~a.:s~~_J:1..~_t:..o.~..._.........'
6J~6.9,::..~§._7...._.__
Whereas,EqYard JIJ."Hanson late of Carroll T,vp~,'.
III the County of ',':':Cl~hi ngton Cnmmon\\'ealth of Pennsylvania,having died on
the JL,t,h.,....day of August 19 69,seized and possessed of an estate
IUbjeet to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.........V.,.JL,Ghaney ,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 thJs eatate Is transferred In possession or enjoyment to collateral heirs of the deeedent after
the expiration of any eatate for Ilfe or tor years,the Commonwealth hereby expressly re.eJerves the right to appra1!e and aeeu tranatet
Inher......uurea at the lawful collateral rate on any such future Interest...::!
LIFE ESTATE
Age of the Life Tenant Oliver E.Hanson at the death
of the decedent:68 yrs.
$3,109.97
$925.22 x
:j:
x .29750 =925.22
6%=$55.51
Value of Life Estate
"
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........'i;,I 't,....been duly sworn a~rding ~aw,I do hereby certify th~the above appraisement is made ..~.'
.....,-'-Ia th:-...<1'.At,d f "-,"'.19 ~~WI "on ~"""':'Y~'.",b":7""'~""ay 0 '"'',,,,"'"k",<..",~,.,""""'~",,-'J/:;:,"''''''''''''''''''''''''''''......f';;......../;~/(';-~:7 ....
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Late of
EmvARD \v.HANSON RUSSf.~L Hj';'~!NO
''''''''''''''''''''''''jj~~;;;';1:EGIS Tl ,\0 ,~Vi ILLS
WASH1NGT0t1 CO.PA.,.
250-2
aBsmurr INBDITANC.TAX APPa.UIIDIIUI'I'
t -,0 ~Jt·II.!{hU\:
...,...,.JvASHJNGTON,CDtUtly.
:=-1 Lt·'.r),========
Date
DEPARTMENT OF REVENUE
Estate of
CARROLL T\vP •..............,-,.
Page,
Filed in Reni..~lers Office Oct.20,1970;,....~,.
APIUH4nl til las dtU,1,_..
Received,
of Dealh,Augus.t ...B,.1.969 ....,.....,....._.._,..
..Appraiumel!t Docket Vol.,.......37,..
No 63-69-967........
.,
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Exomi"ed and Approwd,,_
Appeal fti'om Appraise,."",""',",_-
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SUPPLEMENTAL
re REAMINDER INTEREST
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT -
IMPORTANT:
COUNTY OF __wa_s_h_in_g_t_on _
This return must be completed in detail and lied in duplicate,with all attached,with the Register of Wills of the
County where decedent resided;Return is due within nine months after date of death,unless an extension is granted
by the Secretary of Re'¢enue.(Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF }AFFIDAVIT OF
___--,=:-::E=D-:::W.,..,.,ARD~.,....,W..,...,.~HAN_=_=_S=_O~N=_=_----«mlX«1{U
(STATE FULL NAME OF DECEDENT)
~Late of Washington County
State of P_e_n_n_s.:y_l_v_a_n_l._·a } .
County af __---..:A1==l.:::e:J::.gL::;h~e::..::n~y~:55:
Trustee
The Union National Bank of Pittsburgh,Trustee Under Will ~~~of the e.tate of the above-named decedent being duly .worn,depo.e S and say S :
Decedent died August 8,19~~XMI6~Jiili_:»~)Wn~allitmllKli&im*Htil4B.X}
(MONTH)(DAY)~~!QHIX
,Home and oddre••of attorney or } ,S.'Barry Anderson,Esguire -617 McKean Avenue
other authorized repr...ntative to whom
011 carre.pondence .hould be moiled.Donora,Pennsylvania 15033
,,
That as such Trustee deponent is familiar with the affairs of said estate and the property constituting
(XXK~~I!CIXiXRKE:mt
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or
as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the
exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A S,.FE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
That the contents of said safe deposit box or boxes are itemized under Schedules__-,-,of ihis return,
with the exception'of the following,for the reasons hereinafter set forth:
That ScheJule 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,da~e,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 ScheJule B attached hereto and made part hereof sets forth fully and in detail all personal property
wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of
death,.whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings
banks,trust companies,or other institutions,whether individually,or in trust for any other person or persons
giving also separately the accrued interest thereon,if any,down to the last interest day prior tc decedent's
death in the case of savings banks,and to the date,of decedent's death in all other cases;all bonds,postal
savings,treasury certificates or notes and other evidence of indebtedness of the United States to the de-
cedent;all obligations,wheth~r by statute or agreement they are ~esignated as tax free~of the United States,
or any state,or political subdivision thereof,or of any foreign country,which are owned at the time of death;
all wearing apparel,jewelry,silverware,pictures,books,works of art,household furniture,horses,carriages,
automobiles,boats,and any and all 'other 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,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 policies carried by decedent;all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent;all and the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of decedent's
death and other investment s('l,;lUlli.,s (,v.ned by the decedent at the time of dea~h,with the·market value there-
,of at such time.
Subscribed and sworn to before me this .
................"_3..l1....~day of ···M ··············..19..7f...
.11q~.UJ...~:..J.~?.~~r:f ..~~~.!~.~..
••!
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 husiness.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together \Iiith a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to t~ke effect in possession or enjoyment at or
after..d~~th,said schedule sets .forth the nature and value of such property,to whom transrerred,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 transrers intended to
take effect ·in'·possession o·r enjoyment ·at or·aft·er death,there is also attached to the schedule a copy
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 hy
virtue of the exercise by decedent,either indiVidually,orjointly with another,or any power of appoint-
ment vested in decedent,either indiVidually or jointly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereor sets forth the names·and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature or 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 ror 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 qthers,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 /lnd relationship,if any.
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in c1~t.a.Ll all deht.s
and deductions Claimed for and on behalf of this decedent's estate,including hlneral expenses paid:
family exemption,where applicable;costs of administration of this estate:counsel fees /lnd fudlclary's
conunissions paid or to be paid;cost expended for burial trusts,tombstones or g:-avemarkers.and reli-
gious services,in consequence of the death of the decedent;debts 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 pled~e't 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 apprdpriate columns in Schedules "A","B","C","E",and "F"as directed therein,
have been carried forward and properly registered in the Summary.
The Union National Bank of Pittsburgh
.~:....2t=~~...!~"
~
Post Office Box 837........................................................................................._.......................•__...__.-
(Street NumbeT)
.~~~.~.~~.~:.~.~.~~:.~:?:~!.~.~.~~.~~J.?~~~.
(City or Town and SttI:te)
NOTE:Before signing affidavi t make sure all blank spaces in the affidavit and schedules annexed are
filled in wi th details or the word "None",and in case the assets include rare an(l unlisted securit1es~
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.~lso make
certain that column #1 in the "Summary"has been properly completed as Il.bove-(Iirected.
MARGARET W.BAUMAN,NOTARY PUBLIC
PITTSBURGH,ALLEGHENY COUNTY
"1 ""'~MI~~ION EXPIRES MAR.23.1981
•"i ,;.',...~.'.,.•••:,'.',"~f~"hr;es
J
,,.
<'RI!i"~4S'(8-78)
tl°r '...
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 aonds and tentative 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 payable to the estate or
fiduciary in said capacity,partnership interests,interest in any undistributed estate of or income from any property
held in trust under the will or agreement of another,even though located outside of the State,at the time of death,
should be listed in this schedule.
Item I1EM UNIT ESTIMATED DEPARTMENT
No.List and describe fully VALUE MARKET VALUATION
VALUE (Do not write in
this space)
Assets held in trust for life tenant,Oliver E.
Hanson,who died May 1,1979
1.Principal cash 6.03 1:.&3
2.296 units Union National Bank Common Trust
Fund C
Common @.9.60 2,841.60 ..~>'f'lI·ft;O
iLl,)
Insert thi s total opposite "Personal Property",Schedule "8"in XX
the "As Reported"column on the last page of this return.2,847.63 v,~Lf 7·"-3
JIICC-37 (12-63)
rOMMONW'EA,LTH OF PENNSYVLANIA
TRANSFEfR INHERITANCE TAX'R~mENT DEC.EDENT'
SCHEDULE "D"
BENEFICIARIES
(
h
-
BENEFICIARIES AND ADDRESSES RELATIONSHIP I I
(If step-children or I SURVIVED DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenIDECEDENTOFBENEFICIARYaveaninterest.vested.contingent or other are involved,set STATE YES IN ESTATE
wise.in estate)forth this fact.)OR NO BIRTH
Oliver E.Hanson,Jr.Grandson yes 1/2 share Remainder
71?F.6.f"h ~f",.ppf-Interest
...
M~'~"~';T\'Rnm<:>.A1"'k~nq~!,:'7?1;,)1
Marjorie H.Eckard Granddaughter yes 1/2 share Remainder
1514 w.Kersev Lane Interest ---
Potomac,Maryland 20854 /
,
I
I
.
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
Will
Administration !No.
DJ THE
63-69-0967
Year .
(Executor-Administrator
must complete "As
Reported"column #1.)
(;)...,"d ~....,(b (b0~.,E..en :;,enenen0...,.....:;,"d(b E..;;l .,
~0><'0.,"d (bcr-.,.,
~0 ~'0
tr:l 8.,
en ......'<.,...(b
Edward W.Hanson
Deceased
Late of ...Ct:l.rl:'()J.,:L.'J:'()VJIl13l:l~P.
,.
~.
.'.,,,
"•
_U:1 \0!'''j''''\1=1a;1~.~}..!"ju
G ~·;··'.,'',....\..-__-_i ...."'........~...~.
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enc:~:::II ''Ie>;'>'"~.......0<W en enn?'"?-?'"
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00 •.1::--..........
Cl"I
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,*,*-GO~~•..."."'*'*'.,Vd "~;t'!i',"O.L5HitlS";!r,:~.:~~.__.~-.l 'w,~r,v'~".S ~Hlf,\'.~~f)U,,;:j~d:J'1 ~1 r:1f~-\.,,'~';;"c -I .!;~',j'::1 .~-;.:",;,;,:'::':;!
.0 00.(b .1 .."...v "'"....~:....~:I -0-"'.~
~o ~-U~.lsi ~Ud \t ~mr Gl,
;.'-~~;.""'.
-'
G:H::'(j 3~31.S l·~:1.~l
REPORT AND APPRAISAL ..,•··v'~~.O';;d>;(r~~f{f~i ri'}'t;l~'p~~.':.l:....,......'f.\....\.J ;J -'\.'.'.-."'"•
ST'j;i'si11M·.=\O H~:JLU"
s.Barry Anderson,Esquire
617 McKean Avenue
Donora,Pennsylvania 15~B3 '~Bti·:l :\{(1 \t lnr nL,
Commonwealth of Pennsylvania
County of Washington...
Form RC c·io
"
-~.,/"'
OFFICE OF THE'
REGISTER OF WILLS
WashingtonOF-:..COUNTY
AND AGENT OF THE COMMONWEALTH
SUP P L E MEN TAL
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
THE SUM OF "",.....,.$..,
DATE APPROVED .....•.•
Register of Wills.Age~t
j
EDWARD W.HANSON WashingtonESTATEOFLATEOF:.....:::...-._
August 8,1969DATEOFFILINGAPPRAISEMENTDATEOFDEATH__--=:.:.:::52.:::.:::...:~:.L_....::.;:..::..:.___
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"'''
S.Barry Anderson,~s~~Attron~______100 00
The Union Nationa1'Bank of Pgh.Tr~ee's compensation ------100 00
-
-/nA4A//FYV'7:~AA -()-/</1n/J ,;.~KC--VR./,l
0?-Cl-7Cf j/
-
Total 200 00
COMMONWEAL.TH OF PENNSYL.VANIA }
COUNTY.OF.Al ]egZl!~ny "S.:.",,National Bank of Pittsburgh
I,W1"]am G.R~55l er.Asslstant'Tax Ofhcer of The Unl0n HEREBY CERTIFY.THAT.TO THE BEaT OF
MY KNOWLEDGE AND BELIEF,THE FOREGOING IS 'A JUST AND TRU E IHATEMENT OF DEBTS,FUNERAL.EXPENSES AN,D EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF EdwardW.Hanson DECEAS.D.AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.n~.~~t-/?/J
3 ~4....--,~.~.J1k..~(L..s.)
SWORN AND SUBSCRIBED BEFORE ME THIS 0 DAV OP'Assistant Tax Officer~w.~~
MARGARET W.UMAN.NOTARY ~UBLlC'
PITTSBURGH,ALLEGHENY COUNTY
MY COMMISSION EXPIREs MAIl.23.1981
Member.Pe"nsy'yani~A~~nr.l~tltllf nfNtltllrl@!
-----------
J
REV-5IB (3-79)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.o.BOX 2970
HARRISBURG
17105
NOTICE OF FILING OF APPRAISEMENT
Union National Bank of Pgh.
(Executor or Administrator)
In Re:Estate of Edward Hanson
IN YOUR REPLY PLEASE
REFER TO
Investigation Division
Dear Sir:
Washington County -File No.63-69-0967
You are hereby notified that the Supplemental Remaindennan
appraisement in the estate of Edward Hanson--:---:::--:-:---:-:-:-:-:-:-:---:--=---:~-----:------------has been filed in the office of the Register of Wills of_W.:.:.:a:::s::.:hi=·==ng=-=t~o::=n ....,.-_
County on August 23 ,19 79.Said appraisement reflects the following valuations:
Real Estate ----=--=--_
Personal Property -=2~,..=c8_'_47.L..:.,;.6=-3l<.-_
Transfers _
Jointly Owned ~-_::__--------
Total -=2L..:,8::.....;4:...t...7-=-.6:::.,,3"--_
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 this notice may object thereto within sixty
days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax
Act of 1961,72 P.S.2485-1001,P.L.373.
Date August 23,1979
DOD:8-8-69
TD.37-2.50-2
NOTE:This is not a bill.
-----------------------------------..-
REV-484 (8-78)
63-WashingttonCounty,Numb~~and M(lm.~_-------=.---------
,File Ml.lmbef __•6~3-___.,;69;_.-_O..;;.9_6..:...7 _
Date of Death 8-_8_-_6:....::9=--_
Estate Name Hans...:..:::=-o:.;:'n::..tL...Ed-=w:.:.'Rr:::::..d=---.-__---:':""""":"--.----:-(LAST NAME)(FIRST NAME)(INITIAL)
SUPPLEMENTAL IUMAINDERMAN
SUMMARY
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Ii ---lL _
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of \~ia.J ,
Penn5yivania,do respectfully report that I have appraised the real and personal property at;rep'orted 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".
,Dated:__.;;.;A;.;:;u:lOgu=s:...;t~2=-3~,L-1.:..9"-7.....9~_____'N","'..ir-:::,~..~FL~
1================
REPORT OF THE REGISTER OF WillS
I,the \!lnd~nignccl dilly elected Register of Wills in and fo~O)/J.County,Pennsylvania,do respect-
fully report tll'llt !h{llv4i!dlowed deductions in the amounts claimed by deponent,except as to th95e items where a greater or
lesse!/'tll'l'lOl.mt h ..~t forth in the last column to the right in Schedule "F",which greater or leuer amount represents the sum
allowlild as a dce,:bdio~.
93·
92+
40-}f of0 0 60
30+
10+d.y l/ry "1 ?SU.L1"l Co'%.
20+
$Real Proparty IS!Chtl~lIIJe Al
Personal Prop91'ty iSch'ld!l!e 51
Joint-Held Prop91"ty lSCI10011'tl lEI
Transfers ISl:he-cll1la C)
TOTAL GROSS ASSiE"J'3
Less Debtsand Deouctiom
(SCHEDULE Fl
I Dated:----------------'1============================================::;::===;:::l{~·~'l1~A~"~',<I~a~(_~k~=R=E=GI=S::;T=E=R=O::;F;::W=I=L=L=S==========:::::;r====
ADJUSTMENTS
I iNVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY)REMAINDER APPRAISEMENT CODE
00+
CLEAR VALUe OF ESTr~TE
:::::::::=
PRINCIPL.E FACTOR VAL.UE CODE
"
2%
FOR USE OF REGilSTER QNe...y
Tax on $--------~...._r.,.,.,.,a_.i.....,,_
Tax on $--.--'o-~4_4k¥!l/kj~6%
Tax on $+-_15%
Tax on $-1-_
Tax on $~--
Exemptions
Total Estatd ..............1_--
TOTAL TAX
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Supplemental Codes:(FOR USE 1M HARRISBURG ONL Y)
Lou t~K !Hl'l\!i~u!dlf pnh:l
lS.U..ANCE
Less 5%of talC if peld w ithir!
3 months after deC'th
BALAI'lCE OF INHERITANCE TAX DUE
,Arld-:--·~"tat .-ate of.6%from-'.
___........:.....--'to -./
AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
BALANCE DUE
Add interest at rate of 6%from
10
$......""""""........"'""1;;;"5,;;,.8·~11;,,,86~:~:::~~~~--::O:::!:C=O=(J=..'.
$---.;-'--'-..............·:;,.t$.o_'=-J..,__
TOTAL TAX BALANCEPAID_
~~~/~'.~<\,,'),.$<--
$
$(1~,
$~Id(I>.I~$
48-Adiu5tment
49+Adju5tment
56-Annuity
6O-lHe Eitate
92+Remaind';!r Appraisal
93-Remainder Deduction
93C-Charity
94-Remainder Residue
96-Successive
life Estate
FOR USE OF REG!STER CNa.Y ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills _for proper reason~'.ma .h••ld b......b.l.w,wi!!..h.".x.I••••i.n."
~~._-----
Deceased
REPORT AND APPRAffiAL
MATTER OF THE APPRAISEMENT
c.
...
Year _
.Q.I
.11....
OF THE
ESTATE OF
Late of _
IN THE
Will '\
Administration)No._
County of _
I
'7
.-J•.--,j
I-,
I
..J Commonwealth of Pennsylvania.
'.4 WASHINGTON TRUST .UILDINQ
WASHINGTON,••,.,.SYLVANIA
September 5,1979
..erationsBureauof
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
William G.Rissler
Assistant Tax Officer
Union National Bank of Pittsburgh
P.o.Box 837
Pittsburgh,Pennsylvania 15230
Re:Estate of Edward Hanson
File No.63-69-0967
Dear Mr.Rissler:.j;..;·.'
Responding to your letter of August 28~1979,on'the above mentioned
estate,please be advised that the reason credit was not given for debts
and expenses filed with your remainder appraisement of July 31,1979,is
due to the fact the Register of Willa for Washington County or more
speeifically,his deputy acting on his behalf did not allow them as filed.
(See enclosure)
Apparently,what .theyfailed to realize or understand is the fact
there are two seperate remainder appraisements with debts and expenses
incurred for the preperation and filing of each.
Our assossment of'tax must be based on the residuary value of Bosets,
which dep~nds on the allowance or disallowance of debts and expenses by
the Register of Wills,in this case it was erroneous on the part of the
Register to not allow debts and expens~s as filed,however,that fact can
not alter our assessment.
~~'•.'5.~
.\
j:'-'~...~.""
~...
·i,
,'"t ),·';~,?• I ~•'i•."
It will be necessary,therefore,for your bank as Corporate Fiduciary
or your Attorney to file a protest against the action of the Register of
Wills with the Secretary of the Board of Appeals,Mr.Daniel Tomaso,Legal
.Bureau,P.O.Box 1874,Harr~sburg,Pennsylvania 17105,by October 23,1979,
HAS/mjr
Encls:
Very truly yours,
Harold A.Smith,
District Administrator
Washington District Office
"~
'f"?-
11'------.....-------------------.......-...._.--:l_""',......._.,_..__._.,RCC-84
(8-77)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
TO:Union 1!ational Bank olsA.
P.O.B x 837t'I
Pittsburgh.Pa.15230
For County Information purposes only
COUNTY FILE NO:J?-~2
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
DATE----'A-.::ugust~=...:::...._=2=3.L.,_1=9..:....79L.-_
Edward HansonESTATEOF _
FILE No.63-_69-'_9_6_7_
COUNTY OF_---"W...n....B:u.h...i.....n'l!gt~on------
DATE OF DEATH_..i"jB..8-~:=I69"'9-_
j
Appraised Value of Estate:
Real Estate
Personal Property Supt.Remainderman
Jointly Held Property/Transfers
Total Gross Estate
Total Approved Deductions
Clear Value of Estate
•Taken on remainder interest 2-9-79
$_~2f...1.t-!'8=4.L.7.s..:l6l!..o3~_
Less:Approved Charitable Exemptions
Clear Value of Estate Subject to Tax $==~2:::!.~84=7=.6=3:=::==
Amount Taxable @ 6%Rate
Amount Taxable @ 15%Rate
$__2,........84_-=-7$_6..::;,..3 _tax due
tax due
$170.86
TOTAL PENNSYLVANIA INHERITANCE TAX DUE $%..----41-fJ70l.LeJ:.86~---
Less Credits:
DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT
$158.86 +
+
+
$$
=
=
$
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $
Interest will accrue at the
Inheritance tax from
rate of six (6)percent per annum on the unpaid balance of
8-1-79 to the date of payment.
Int.due to 9-1-79 .06 total tax due 12.06 Assessed by:Harold A.Smith /ce
AgentfortheCommonwealth
SEE REVERSE SIDE FOR INSTRUCTIONS
REGISTER OF WILL'S COpy
-,--~--
INSTRUCTIONS
.To insure proper credit to your account,the name of the estate and file number should be clearly print-
ed on the check or money order.
This assessment is made in accordance with Section 708 of the Inheritance and Estate Tax Act of
1961 (72 P.S.§2485-708).
To the extent that inheritance tax is paid within three (3)months after the death of the decedent,a
discount of five (5)percent is allowed (72 P.S.§2485-716).
Inheritance Tax,other than tax on a future interest,is due at the date of the decedent's death and becomes
delinquent at the expiration of nine (9)months after the decedent's death (72 P.S.§2485-711).Inheritance
Tax on a future interest is payable within three (3)months after the transfer takes effect in possession and
enjoyment and is delinquent thereafter (72 P.S.§2485-712).Calculate interest from the delinquent date shown
on the face of this form to the date of actual payment using the following interest table:
----------------------------------------------------------~----------------
1 month .005 4 months .020 7 months .035 10 months .050
2 months .010 5 months .025 8 months .040 11 months .055
3 months .015 6 months .030 9 months .045 12 months .060
1 days .00017 11 days .00186 21 days .00352
2 days .00034 12 days .00203 22 days .00369
3 days .00051 13 days .00220 23 days .00386
4 days .00068 14days .00237 24 days .00403
5 days .00085 15 days .00250 25 days .00420
6 days .00101 16 days .00267 26 days .00437
7 days .00118 17 days .00284 27 days .00454
8 days .00135 18 days .00301 28 days .00471
9 days .00152 19 days .00318 29 days .00488
10 days .00169 20 days .00335 30 days .00500
Any party In interest,including the Commonwealth and the personal representative,not satisfied with
the assessment may object thereto within sixty (60)days after receipt of this Notice as provided by Section
1001 of the Inheritance and Estate Tax Act of 1961 (72 P.S.§2485-1001).
Make check or money order payable to:
"Register of Wills,Agent"
Mail to the address listed below:
..
RE V-110 (12-78)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BOARD OF APPEALS
P.O.BOX 1874
HARRISBURG,PENNSYl.VANIA 11105
ACKNOWLEDGEMENT OF APPEAL
Gil.more
PETITIONER -Only theblockswhicharechecked
(X)are for your information
at this time.
j
IN RE:.
Union National it of Pgh.
E$tate of Edward Hanson
Attt William G.Rissler,Asst.Tax
Post Office Box 837
Pitt~burgb,PA 15230
Docket No.-----!9:J-:llI:-i2H3HlI:-:!iS~I:fiNfIlHl__--
Mail ing Date __--01.]"""'QI.:-:...12...3,L,;-::.,,7L9;z...._
Off.Identifi cation No.--v6...3....~6H19~eI-09i'-l6~7f-----
Notice No.
D ACKNOWLEDGEMENT OF NOTICE OF INTENTION AND TRANSMITTAL OF BASIS OF
ASSESSMENT -CERTIFIED MAIL RETURN RECEIPT REQUESTED.
',~oj.....6 -.._'"'-
The Board has accepted you.r recent correspondence regarding the above assessment as
your Notice of Intention to Petition for Reassessment.After reviewing the Basis of
Assessment (endosed),you are requ ired to prepare and fi Ie one copy of the enclosed
petition form on or before _
G ACKNOWLEDGEMENT OF PETITION
The Board received your Petition ...s.Ou9t.:-::..I'u11..:-:-'L9;z...._
D
D
D
D
After reviewing the Basis of Assessment (enclosed)you may either file an
amended petition or allow your petition to stand as it has been submitted.
Since no hearing was requested,the Board wi II take action based on the
merits of the case.You will receive written notification of the Board's action.
Your petition will be reviewed and,if in order,the Board will notify you of
the time and place for the hearing.If,for any reason,the Petition cannot be
scheduled for hearing you will be notified..
Scheduling of a hearing will be postponed pending resolution of the appeal
now in Court in the matter:
In approving this continuance the Board places upon the Petitioner the responsibility
to promptly notify the Board as to the final decision of the Court or the stipulation
kr of the Justice Department with respect to the above-named litigation.
PETITIONER'S REPRESENTATIVE
FOR THE BOARD
Daniel R.Tomaso,Secretary
Board of Appeals
..
FOR YOUR INFORMATION
EXTENSION OF TIME FOR FILING SALES/USE TAX PETITION
The Board,for cause,may grant a request for extension of time for filing
a Petition for Reassessment provided said request is received within thirty (Jl)days of the mailing date
of the Basis of Assessment or prior to the expiration of any extension previously granted.Requests for
extension of time in any case may not exceed a total of one hundred and twenty (120)days.The failure
of a taxpayer to file a timely Petition for Reassessment shall cause such assessment to become final
and not subject to review by the Board.
SALES/USE TAX REASSESSMENT BOND:
The Department may require a Petitioner to file a bond to secure the payment
of an assessment as utlimately determined to be due.Notice of such requirement will be mailed to the
Petitioner.
REV.19(8-77)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
Post Offi ce Box 1970
Harrisburg,Pennsylvania.17105
IN YOUR REPLY PLEASE
REFER TO
Mr.Harvey Stuart
Register of Wills
Washington County Court House
Washington,PA 15301
December 6,1979
Re:Estate of
File No:
Com.ty of
Date of Death:
Dear Mr.Stuart:
Edward W.Hanson
63-69-0967
Washington
8/8/69
Enclosed you will find copy of a Protest and Decision of the Board
of Appeals,concerning the estate of the above named decedent.
The Board of Appeals sustained the Petitioner's objection.Accordingly,
you are authorized to amend the record of this estate to confonn with the
Order of the Board.
Very truly yours,
~~~.t/.'''-.-,-..,,"~4~7c::-.__v-c;-</&-vr4gb~rt L.Schrift
Section Supervisor
Inheritance Tax Control
Bureau of Field Operations
RLS:sra
Enclosures
'.
-""--~--'''''''-''-'---'--"'_.~--''''---''''''''----~-'''--~'''¥i'''''''p'''''--:''''
REV-363 (6-78)
COMMONWEALTH OF PENNSYLVANIADEPARTMENTOFREVENUE
BOARD OF APPEALS
P.O.BOX 1874
HARRISBURG.PENNSYLVANIA 17105
~e Union uat..tonai 'lku\](ott
P1t.teburgh
1"..0.»Ox 0)7
»1~'.bur9h,PeXU)8ylvanLa lsa30
.t'n.lUlU••G.lt1l'ule1:J
.~'ACTS_._~
DEC 05 1979
t.t:UR undot "113..':be ;Pe:tlt.1onor eon~on4tl tllat tho R.eq1at01'ot Wille
••&1n en'or when be 1lO6\Wed that tbo deduction.fUet'!July 30,1919 w~n:·.
'I
!
I
·.'_..__~..-._IIiII"_"'"''''_Q1·__211'_iiIlIIIIliiliII...._~..;;.lIII..::_....__......-.;'a·__··:IfIl_-..·_~...__---.
'JI-~·-;;...,
._-=01__~_"_.__..--1II-----1I--1!11.--__,.~..-.&-..----•••2••&.&.1u•••up..&a &t \I
~ltYU'd fi4n~:n
t!cMat>d Ooof<:.t.No..913315
..._·:::_d._I~'_.i;IilII•.$I••il••il(l.•-tFl··._O_,Z!t_Uli't,1'btMcan C.DAley,Law ~bf1r
I
.m...';II'.tlll'_C__.....,..'_.....'1IiIII'_...._....'.....__··__'..'__..-.._~__..~_'_~....
15230
September 7,1979
POST OFFICE BOX NO.B37..
TRUST DEPARTMENT
Mr.Daniel Tomaso
Board of Appeals Legal Bureau
Commonwealth of Pennsylvania
Post Office Box 1874
Harrisburg,Pennsylvania 17105
In re:Estate o~Edward Hanson,Deceased
File No.63-69-0967
Dear Sir:
Protest is hereby made 'against the action of the Register of
Wills,Washington County concerning the disallowance of certain debts
and expenses,and the following facts are submitted in support of
such protest:
A)The name and address of the taxpayer:
Estate of Edward Hanson,Deceased
The Union National Bank of Pittsburgh,
Trustee Under Will
Post Office Box 837
Pittsburgh,Pennsylvania 15230
B)This protest is made with respect to letter dated
September 5,1979,of Harold A.Smith,District
Administrator,Washington District Office
C)This protest pertains to Remainder Interest
Inheritance Tax in the above estate -disallowance
of debts and deductions of $200.00 as t~rmination
expenses against the trust under will
D)Statement of Facts:
Edward Hanson died August 8,1969.At that time the
executor elected to pay tax only on the life estates
of his daughter and son in 1/4 of residue.
Margaret H.Richey,daughter,died November 12~1978,·
and remainder interest tax was paid on her one-half
share of the trust less termination deductions of
$200.00 per Statement of Debts and Deductions dated
February 7,1979.
THE UNION NATIONAL BANK
OF PITTSBURGH,.
CONTINUATION SHEET
·'Mr.Daniel Tomaso
September 7,1979
Page 2.
Oliver E.Hanson died May 1,1979,and remainder
interest tax was paid on the balance of assets
held.in trust valued at $2,847.63.A supplemental
Statement of Debts and Deductions dated July 30,1979
was filed in the amount of $200.00'for t~rmin1!ti.2JL
~.These termination expenses were disallowed by
the Register of Wills under.the assumption they were
a duplication of the expenses filed against the
remainder interest of Margaret H.Richey on
February 7,1979.
It is recognized that the disallowance of the Supplemental
Statement of Debts dated July 30,1979 was an error on the part of the
Register of Wills and resulted.in an over charge of $12.00 additional
tax.The correct tax as previously paid is calculated as follows:
Value of remainder interest 5/1/79
Less:Statement of Debts 7/30/79
Tax at 6%
$2,847.63
200.00________-...0:
$2,647.63
$158.63
.
t,...
WGR/LTD/jr
H08779A02
Respectfully submitted
THE UNION NATIONAL BANK OF PITTSBURGH
BY_~~~~_
Assistant Tax Officer
FO"\C~'lO ;.\~MENT1 "'"'"''''A""W,"~--'
THE SUM OF ............$"~u,...~:'...Y..~.-::-~-OFFICE OF THE OF DEBTS-.,-..,.
~"""~(Y:Z()REGISTER OF WIl.l.S '.
WASHINGTON AND DEDUCTiONS DATEOFCOUNTY
:l,uoll iANDAGENTOFTHECOMMONWEAl.TH
Regllte,of Willi,Ag<o\..J •
•
ESTATE OF Edward W.Hanson "-ATE OF Monongahela.Pennsylvania
DATE OF FIl.ING APPRAISEMENT DATE OF DEATH August 8,1969
,DATE NO.OF NAMIi:OF PAYEE REMARKS AMOUNTVOUCH.II
~P.A J:lt.t.J:lf'hen ~f'henllle
.!
..
I
I
I
".
.
,-
.
-I
~
I
J '
Total 1).876 !g2,:
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF WASHINGTON 6111::sANK OF PITTSBURGH
I,John R.Echement,Vice President of THE UNION NATIONAL.HEREBY CERTIFY,THAT.TO TH~BEG!'OF
MY KNOWl.EOGE AND SEl.IEF.THe:FOREGOING IS A JUST AN;;)TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EX?ENSES 01"
ADMINISTRATION SUBMITTED TO THE EST....TE OF Edward W.Hanson DEC&A8ED.AS DEDUCTIONli FOR
INHERITANCE TAX PURPOSES.
-----..;L-P-::;:-,:.....:....:..--,----:---::--==--------(L.6.)_--<:/_'..:;.J,~~__DAY 01'"
lElAND'T.DAY.NOTARY PUBliC
PfTTSBURGH,AllEGHENY COU~TY
it«rOt.1MISSIO:1 miRES FEBRUARY!.1971
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STATEMENT OF DEBTS AND DEDUCTIONS
ESTATE OF EDWARD W.HANSON,DECEASED
Family Exemption
Anna H.Haas,daughter
Administrative Expenses
George K.Leitch
Reimbursement for payment for -
Grant of Letters Testamentary
Washington County Reports
Cost of Advertising Grant of Letters Testamentary
S.Barry Anderson,Esquire
Reimbursement for payment to
The Valley Independent for advertising
Grant of Letters Testamentary
-S.Barry Anderson,Esquire
Reimbursement for payment of
Balance due on Grant of Letters Testamentary
and Cost of filing Inventory
S.Barry Anderson,Esquire
Attorney's fee
The Union National Bank of Pittsburgh
Accountant's compensation
Expenses in re Sale of Securities
Preferred Debts
Lawson -Rabe Funeral Home
Funeral expenses
DimitriM.Petro,M.D.
Professional services
(Balance not paid py _Medicare)
,".
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$1,000.00
23.50
14.00
10.75
12.00
1,803.61
1,553.61
393.25
1,311.20
10.00
$6,131.92
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