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Home My WebLink AboutOC1969-1051 - ESTATE OF WALTERIn Re:Estate 0 f ~C~A:::;RL:=..:.....J::::.,..=---.::W::.;A:::l;:=.;1'ER:::·::..--_ .'' IN YOUR REPLY PLEA.I: REFER TO MARY H.WALTER Intonnant COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT R CC-Sl (2-64)• t""?'.. I _______---=:W~'A=.S:.:;HING:=::::.:.:.TO;::N::...·County - FHe No.6.3-69-1051 Dear MrS.WalterS Real Estate _--"---::5...;;00...;;·...:;.•..;;.00..;;.·....._ Personal Property __ Transfers ---.=........=---,--- Total -....;,..-...::.5...;;00...:;...:.•..:.00,;;..._ Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. 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 f'remains unpaid after one year from date of death,interest at the raterofsix(6%)percent per annum is charged. i'ttl. i I :tL.t I·i1\,IIf i You are hereby notified that the originalt'appraisement in the estate of Carl J.WalterIhasbeenfiledintheofficeoftheRegisterofWillsqf WashingtonfCountyonSeptember22.,19~.Said appraisement reflects the following valuations: Signed Title ~."DATE OF DEATH:!1I"Ir September 7,1964 Note:This is not a bill. RCC-3!f (5-68) 'COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of WALTER (Last Name) CARL J. (First Name)(Initial) DATE OF DEATH__9-~7_-_64:..--_FILENO.63-6P-I051 ..3%-J-~ 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". 09-22-69 09-07-64 Dated:----=~=-_r;------ REPORT OF THE REGISTER OF WILLS --~77?~i:O REGISTER OF WILLS Dated:_ 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 grea or lesser amount represents the sum allowed as a deduction. VALUE AS REAPPRAISED $-------+--')uu W 500 00 $')uu UU 500 00 VALUE AS REPORTED VALUE AS APPRAISED $ 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 es tates or FOR USE OF REGISTER ONLY Tax on $-----------1--drJ Tax on $6% Tax on $5% Tax on $10% Taxon $@ Exemptions * Total Estate -1-__ TOTAL TAX COMPUTATION OF TAX $--------+-- $-------+-- $--------+..,.-.-'-- $-------+-- $--------+--- $-'---.J.__ (*)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 ::::::::::=1===== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $------ AMOUNT OF ESTATE TAX ASSESSED $-----L- Estate tax paid $L-. BALANCE DUE $-----JI_ Add interest at rate of 6%from -------'lto-----$-------1t=..TOTAL TAX BALANCE $------. PAID $--1 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. Fonn aCC-2 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ••..•RESIDENT INHERITANCE TAX BUREAU OF COUNTY COLLECTIONS ,.HARRISBURG.PENNA.17127 APPRAISEMENT DATE ~.~.P~.~~.~F ~~..'.~.???..:- COUNTY ~C;l:?~~.~.~.??.. FILE NO...~?:::.?9..:~.?.?..~.. Whereas,g.§:!.J ~..~~~~~.~.~late of ~..~w.?:13..h~gt.~.~. in the County of ~~~.~~.~!?~?..~Commonwealth of Pennsylvania,having died on the 7 ~.h day of ~.~.p.~.~~~.~........................19..?4.,seized and possessed of an estate I subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,..........................J{~.¥.!:~.....9.h~P:~.y....................................................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ REALTY: Lot No.56 in Linn's Extension Plan in 6 th Ward, - ~vashingto n,Pa.(Plan Book idi 4Y,Page 257)40 x 140 feet,with small frame house theron,known as 47 Shannon Ave.,(formerly Fourth St.)• Being-same lot CO'1veved to Louis H.Walter and William Walter,Jr.(brothers)by deed dated October 31,1917, and recorded in Deed Book 448,page $81-Due to the death of Louist H.Walter on July 11,1941,intestate, Warl J.1rJalter inherited and undivided 1/10 interest . in saide Real Estate...500 00 Total 500 00 .. .. form:v~~hbl::::~hl~w~~~~~.:2~:~.~o~e~:;~~r~s ..?~~~;i~?: ~":Z=:~;;;d";;,;'~:::.................................(7'.....w...w....ip;;t..·ofti;~·)..·........·........·..........·..........,Penna. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CARL J.T,rJALTER Deceased. Late of E.WASHINGTON ~;;a;:el~:~:/~~;~~~~;~~:~d7~.~.9..~4 . Page,7 ..~'i ~o..~~.;:;,~:;.;;~.:. Filed in Register's OjJi.ce,~.~P~..!??L..19 ~.9 Amount of tax due,$. DEPARTMENT OF REVENUE' Received, ( Examined and Approved,:.. W rote ab~iW4X~aN()1:1e!!JNI HB-V-h\··\·..·..··..·········..· .............................~J:!.1.~..:4.P ;~.~J.$.t.~l~. 1')$Jl H\'I"'11";1..7./_"('n \1\I',f'll Hj ,i'',I :U,,,,11<,0' Appeal j,.o-m Appraisement,. £{}III t-I "'··....·..('..Z·....·3('·····["·..······..························......·········....··u·······u "'H'II (,.d;)09. Entered and ch(Jrged,.ia 31 L~:l # I t, ~Form RC·C·IO • OFFICE OF THE "'REGISTER OF WILLS OF Washington·COUNTY AND AGENT OF THE COMMONWEALTH (p3 -~f-/OS/ STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN j THE SUM OF $1.~?f..~~ JU 19 197'fltUSSELL MARINODATE_A V .., ,..·u...il~A IIIIIl • LATE OF Bast Wash;ngtnn,Penna.q 1 Q67 EATH ~e>p~Qmh~r 7 1064 ESTATE OF Car].1.Wa]ter v DATE OF FILING APPRAISEMENT •OATS OF 0 , DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH5''' 'O~A- n......0 ,-.,,-"J.f"m~-'..,,,~-"-"]'.:t~lnn 10A~ M ....7 A ?..,~(""-oF".,..,_.:I O':lc::.Inn - ~n+~l ________~_____Ic::?.,on ·'nn MY KNOWLe:OGE AND BELIEF.THI!:FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Carl J'.Walter DECEASED.AS DEDUCTIONS;FOR I / (L.5.) I, COMMONWEALTH OF PENNSYLVANIA } ~~_s.:COUNTY OF -Washington ---------__--iMl!1Caurl:,V)L..J:H1·._..!W~a:&.J.l..JtoJ~:.rL-.H£REBY CERTIFY.THAT.TO THE BEaT OF INHERITANCE TAX PURPOSr;;S;/-I '.~~OVVL{.~~ SWORN AND SUBSCRIBED BEFORE ME THIS /Y f DAY OP'-.....J .~SePUmb$;~~8~.C;;;£e£:J~'l Z%:.tA.t~I 'I .... t ' ,;["'.A.• :J '....'. •..,'rt ~..".'.M. ; I ' )-'·'1 i.~. -"- r :.:',1:~ r ,.~,.•• ,,)..'-....-""-1,•,>It.. .J ". t . -. / \. :( ( I r,:-; ~~~_~~_------------- 0',./ Fprm RCC-33 RESIDENT DECEDENT FOR INHERITANCE TAX PURPOShS oNLy COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF "Washing.ton . 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 ont;!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.)-.---"".---.---_..-..._---..-...-...._..,. .--- IN THE MATTER OF THE'ESTATE OF AFFiDAVIT OF Mary H.Walter,widow and _car.1J W.alit;~f;-;Ii..·;:;;;:;;:;~..·~i..d;;;d~~t)·::":>Kb:DOIDOiP:informant Late of ....Eas.t......Was.hing:tQ.n.t ,....,.Was.hi.ng:t.o.nco1inty ~ .and say S : State of p.enns.Ylv.ani.a ,:.}85: County of ·Washi.n.gton _. ..................Mar.y H Walt.er.;."widow and In£ormant ","".. XJUIDIDDCII)IDC of the estate of thi'!above-named decedent bein{duly sworn.depose S .....~ ; Decedent died ,SePt~~~~····..·(i!;h..·19(ea~){]4i~nlEtellllsDCtJ!atCeaKDCllXDmc::max;DIlJG!Kl.I4:x1IGXIJaIOlDaMKlIDIIXZlUClIX} N~';e and address of attorney or}Ad'.'~d A '....amL.•San 'ers,.ttorney....at.....L.awotherauthorizedrepresentativeto,. whom all correspondence should be ..611 Washington Trust Bldg..'.... mailed..Washington,Penna.15301 That as such .info.rmant ";..deponent is familiar with the affairs of said estate and the property con- .~ stituting the assets thereof and their fair market value. That at the time of death there was no safe depositbux registered in decedent's individual name,or jointly witH,or as agent or deputy o£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 OT"~R INSTITUTIO!'{ IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX " THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF . That the contents of sald safe d~posit box or boxes are itemized under Schedules of this return,with the exception of the followin&for the reasons hereinafter set forth: That Schedule A attached l1ereto I!nd made part hereof sets forth full v and in"detail all the 'real property in the Commonwe~ltl1 of PennsylVlmia of which decedent died having an interest therein.It also sets forth the mortgage ~ncymbrances upon each parcel of real property at the date of death,giving 'the amount still due at death,name of mortgag~e,date,rate of lnterest,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 attlWhed hereto and mQ-de part hereof sets forth fully and in detail all personal propertywheresover situated gwned 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 separatElly the accrued interest thereon,if any,down to the last interest day prior to decedent's death in.the ~~se 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 eVidenc~of in- debtedness of the United States to the decedent;all ~bligations,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,j~welry,Silve~war~,pic- tures,books,works of art,hoysehold furniture,horses,carriages,automobiles,boats,~nd·:any and all other personal chattels of what!>oever kind or nll,ture,left bydecedent,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,ll,nd if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance polici-es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of de~~h,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. ".,'0 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 ?u~iness as may.be pertinent to a fair and just appraisal of the decedent's interest there'in must be submitted.·It sho:uld also set forth in itemized form,together with the faJ..r 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 ll<: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 transfe~ee~~and all other facts of a pertinent nat~re regarding said trans~ers•.In the case of transfers intended to C'•take effect in possession or enjoyment at or after death,there is also attached J:,o the schedule a CODY 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 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 cr~~ting such p~wer &ttached to the schedule. That Schedule D attached hereto and made part ~ere6f sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's d~ath,the-nature of their res- pective interests,their relationship,if any,to the decedent,together with the "ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.Italso 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 vestitur~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 llnpaid at time of ~'.death;taxes accrued~hargeablefor period prior to decedent's death (except .those allowed under Section 651 of the Inheritance and Estate Tax Act);together With a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and.that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,. have been carried forward and properly registered in the Summary. Penna. Subscribed and sworn to bef re me this .. ~dOf' My Com.s:xp: Washington, J~~ormant 523 East Beau St..........................................................................................................................._..-.. (Street Number) Washington Penna 15301..................................................I !P . (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. RCC·34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTM'ENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TR~NSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE HAil REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent toak title;if a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. An undivided one-tenth (1(10)interest in j Lot No.56 in Linn's Extension Plan in 6th (1 ) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) Ward,Washington,Pa.(Plan Book 4Y,Page 257) 40 x 140 feet,with small frame house there- on,known as 47 Shannon Ave.,(formerly Fourth St.). Being same lot conveyed to Louis H.Walter and William Walter,Jr'.(brothers)by deed dated October 31,1917,and recorded in Deed Book 448,page 681.Due to the death of Louis H.Walter on July 11,1941,intestate, Carl J.Walter inherited an undivided 1(10 interest in said real estate.Appraised at Insert thi s total opposi te "real property",Schedule"A"in the X X X X X "As Reported"column on the last page of this return. (1/10)~$500.00~~' $500.00 RCC-35 COMMQNWEALTH 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".Inta~gible 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 any undistributed estate or 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) None - Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return., RCC-3& rOm[t!Nl\K\LTH OF PENNSYLV..tNIA TIUNSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TR.:iNSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)no (2)Did decedent,within two years of death,transfer property from himself to hImself and another or others (including a spouse)in joint ownership?(Answer yes or no)no (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's 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)DO (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)no (b)The right to designate 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 reserved in decedent alone or others _ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)no (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)no (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)_~n~O~_ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM None DESCRIPTION MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) ,l,..•-- Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. 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. DescriP.tion of Property,Date of Acquisition,Name IUnit percentage Estate Address and Relationship of Co-Owners,and Place Value Share Valuation of Record of Instrument,where Real Estate.! None Insert this total opposite "Jointly Owned Property",Schedule ~E" in the "As Reported"column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest ..,')'........ RCC-37."(12-63) COMMONWEALTH OF PENNSYYLANIATRAN~FER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES .- BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Marv H..Wa1i:~r .,.,.;ort......,VIll'!=:nasi:21 1/2 plus widow's ex William C..Walter A brother 'ves Dast 21 1/4 of 2!20th Frederick P..Walter brother ves Dast 21 1/4 of 2/20th AmAl;~~m;+h ~;~+A""Ill'~D~~i:21 1/4 of 2/20th-• AnnA Mi+...........l1 sis1:~r v~s n~~i:21 1/4 of 2i20th• ,? - ~ t;:~- i ,,. n' .;;".' " ( h 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 .xx ~t No. P.I1 THE Year . (Executor-Administrator must complete "As Reported"column #1.) - ('.,.II .()...,.-c =0 """"Cb Cb0~""e:..'"'"::s 0ttl.'"......::s '"d.~Cb e:..""""~'"0 .-c 'tj ~.(t) (.IJ r::r """"~0 ~"C .~t%j ..Cb"",...ttl·'<.""~II".~....(t) .Ga;w;::.1 ..J.•..W.a.1t e.J:'.. Deceased <.'(I (:'-(:'- Late ofBorougbo.f..Eas:tWashing:ton. " ~ REPORT AND APPRAISAL Commonwealth of Pennsylvania County of ..Washington ~," .~~:c u:~~r:;:.~""-.~3 :05':~c.. ~,-00 -00 ~.y;.~ .~Qr.~.: b><;) ('. U')c:~~>=0 W en U')>< (')('):,?'"?'"?'"n ~-> ('.,'.I c.!..•• "~--~~-00 ~~~'-,"': ........>'"U1 \n ~---.8 8 ...00 :]-•••..... 8 go o ~: 0 0'::::., ,:~ " 81 af7J06nroo['....:v -'';:10 S7JI/,1.:JO U::tlSI!J]ljO,.liJ'rt;"J I/]SSI/(J t.,s :rr NV O~171::1 I Adam L.Sanders-B.A.Franks Attorneys at Law For Inheritance Tax purposes only ,'. ~