HomeMy WebLinkAboutOC1969-1059 - ESTATE OF CARTER~~----~~---------------------~-----.-----------....,
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j\ffi~ttuit OOf 1txrrutnr OOr j\~miui!itratnr
~tatt of Jrnnllg1nania.}1111-
C!!ountg of Ba1l4inglntt -
Personally before me,the undersigned authority,a ~~.~~.:.¥._~~~.~..~~in and for said
Oounty and State,appeared Q.Jj..y.~~_!g.~.~.~~.~___who,being duly
sworn according to law,deposes and says that S he is the execufal-\c~xa of the estate of
......G.e..Q,;r.g~A..!c..a;r..t..~;r.__deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of.....g.~.Qr..g~A.~G.~.!:~..~.!",
-deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures oppos~te each item
of real 'and personal estate in the foregoing schedules are determined and stated by the undersigned to
_be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named ExecuUllixilltlximocDlX:
.,'iilS-E.~=---}a~__~_,_~~_
NOII\R'<?UBUC ADDITIONAL INSTRUCTIONS Executrix
\SL L ~I\RS1oN','~'rnl\\CO.,?I\.R f'l d 'h'h h f 'fl'LOU L .~'9r\\n\ll~HmrY W~713e Ie WIt m tree mont sater appomtment 0 persona representatIve.
'Nl\s\-\\NG'02..p.'mfJ~I~~JnM'inventory must be filed within thirty days of discovery of additional assets.
NI'<COWlWl\SSjQN Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,Over
$10,000,including Copy of Will;1 Original and 3 Oopies and 2 RCRI-33,Over $50,000,including Copy
of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P.1.513 Sec.5.2,72 P.S.4844.2
lfuurutnry aub l\pprai.armrut of the goods and chattels,rights and credits which were
of ·····..·G.e..Qrge.A .c.a.r..:t.e..;r.~.__.late of M9..~p-.:t P..l~.a§.aA.t.r..9.w.:t!.~P.:.;j.,P _
Washington County,Pa"taken and made in conformity with the above affidavit.
J
PERSONAL PROPERTY:
DOLLARS CENTS
Interest in Carter Brothers,a partnership
1969 Dodge Dart sedan
1968 Ford Mustang
1964 Chrysler sedan
~30,000 00
2,200 00
1,700 00
500 00
$34,400 00
IL...-....!L---'----__~_~
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to 3-~Cj-/CJ'i
Inventory and Appraisement
IN THE ESTATE OF
GEORGE A.CARTER
}'iled _.,19 .
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SAMUEL G(Jfj)FARB
ATTORNEY AT LAW
514 Washington Trust Bldg.
Washington,Pa.15301
--------------------------------~--~--------~:-_._..--,-_._.._-~
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Q!nmmnUUtra1t4 nf ,rUU5111UaUia.}55.Iht5~iugtnu C!Lnuuty.
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
on the 10th.day of September A.D.1969 ,before me,
Russell Marino ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
George A.Carter
late of Mount Pleasant Township in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Olive E.Carter
trix
the ExecuKlX 111 said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino
grant these LETTERS TESTAMENTARY,unto the said
Olive B.Carter
,Register as aforesaid,do
committing unto Her the administration of all and singuIar the goods and
chattels,rights and credits,which were of said deceased,and requiring Her
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this 24th.
day of September
nine hundred and.Sixty Nine
III the year of our Lord one thousand
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Register
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Form No.J5 (1960)
\Vii!
Washington County BJr Association
Washington,Penna.j
GEORGE A.CARTER .1,: _ - _,
of M.t.,P..I~Q.sQ.IJ.t...Iy.{p.,..,...w..o.s.b.i.[l.gt9D C.QlJ.!lty.,P-a ,
being of sound mind and memory and understanding,do hereby make,Pllblish and declare this to
be my Last Will and Testament,in manner and form following,hereby revoking any will or wills
heretofore made by me.
First.I direct that all expenses attributable to my last illness and funeral be fully paid and
satisfied,as soon as conveniently may be,after my decease.
Second='I give,devise a"d bequeath all the rest,residue a"d remai"der Gf my estate unto
my wife,Olive E.Carter,but should my wife predecease me,then I give,devise and bequeath
the said residue of my estate unto my children,George L.Carter and Jeffrey E.Carter,share
and share al ike.
Third:In the event that my children are minors at the time they shall receive their respective
share from my estate,I nominate,co!'stitute a"d appoint William Carter,Guardia,.,of the estates
of those of my children as may theri be 'minors..,
..
______~_..'llolII""""".........~::Il<&.~~-------------------------
I do hereby make,constitute and appoint my wife,Olive E.Carter
to be my exeeut ri x of this my Last \Vill and Testament,but should my wife predecease me,
then I nominate,consHtute and appoint,William Carter,Alternate Executor of this my Last Will
and Testament.
IN WITNESS WHEREOF,I George A.Carter the Testat or
above named,have hereunto subscribed my name and affixed my seal,the ./-5/z!/f..'
day of 7;-jl?L7'in the year of our Lord one thousand nine hundred and Sixty-three
G:~~::::c:&;:;a__i2L&L:ZfCk!.-(SEAL)
Signed,sealed,published and declared by the above named
,as and for his
George A.Carter
Last Will and Testament
in the presence of us,who have hereunto subscribed our names at his request as witnesses
thereunto,in the presence of said testat or ,and of each other.
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
The wii'hin named Accountant being duly sworn according to low,depose s and say S that the above account
as stated is true and correct as she verily believe$.
~Sworn and subscribed before me this L~.~'
d~y of ....d:'fl.fkc.th....~d...19.70...
~~.~(7./~..
LOUISE L.CARSON,NOTARY PUBLIC
WASHINGTON,WASHINGTON CO.,PA.
MY COMMISSION EXPIRES SEPT.15,1973
Warshington CountYl ss:
.
.Q~..?:~__.___..
Olive E.Carter
I do certify that I have given legral notice to all persons
concerned of the filing of the within account in the manner
prescribed by Statute and Rule of Court,as evidenced by proofs
thereof filed to No t..~..2l':':.l .
Witness my hand and official 'seal thiS.!~....
day 01-_______-:-_-------:rit;;;:;;;;:19J.~:_
Register of Wills
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COURT OF COMMON PLEAS ORPHANS'COURT DIVISION FOR THE COUNTY OF
WASHINGTON,PENNSYLVANIA
IN THE ESTATE OF
GEORGE A.CARTER,DECEASED
)
)NO.63-69-1059
)
.
The FIRST and FINAL ACCOUNT of Olive E.Carter,Executrix
of the Estate of George A.Carter,late of Mount Pleasant Township,
Washington County,Pennsylvania.
The Accountant is charged as follows:
Inventory
The Accountant claims credits out of the
assets of said estate as follows:
Register of Wills,Letters and Short Certificate
Register of Wills,Short Certificates
Register of Wills,Certified copy of Will
Register of Wills,on account Inheritance Tax
Pa.Dept.of Revenue,transfer of titles
Washington County Reports,advertisement Letters
Observer Publishing Company,advertisement Letters
Olive E.Carter,Family Exemption
Speakman Funeral Home,funeral
Mt.Prospect Cemetery,lot
Brown's Flower Shop,flowers
Rev.Robert Caldwell,Minister
Mrs.Quivey,Organist
Kurtz Monument Co.,stone
Observer Publishing Co.,acknowledgment
Canonsburg Daily Notes,acknowledgment
1969 School tax
Western Pa.National Bank,on 1969 Dodge
Western Pa.National Bank,balance on 1969 Dodge
Western Pa.National Bank,balance on 1968 Ford
Western Pa.National Bank,for home improvements
Commonwealth of Pennsylvania,tUition,son George
$34,400.00
10.50
4.00
4.50
1,200.00
15.00
14.00
14.00
1,000.00
1,890.00
155.00
71.55
20.00
10.00
390.00
5.00
3.00
106.86
85.00
1,192.45
357.08
411.00
175.00
Student Activity Fund,for son George
W.v.u.Book Store,for son Jeffrey
Hi-Rise Company,for son Jeffrey
Council on Student Health,for son Jeffrey
Westland U.P.Church,balance of pledge
Gimbels,account
Horne's,account
Kaufmann's,account
J.C.Penney Co.,account
Hapchuk Sanitary Service,account
Pyramid Oil Co.,account
Sethman Mobil Service,account
West Penn Power Company,account
Chartiers Natural Gas Company,account
Bell Telephone Company,account
Notaries
Samuel Goldfarb,Attorney for Estate,including
Federal Estate Tax Return
Register of Wills,filing Account
R E CAP I T U L A T ION
TOTAL ASSETS
TOTAL CREDITS
BALANCE
"•
25.00
5.87
100.00
25.00
40.00
97.59
50.88
91.58
23.99
27.50
39.28
6.60
10.81
6.36
23.28
9.00
2,000.00
16.00
$8,732.6E ~
9,73,?,t,$
$34,400.00
8,732.68
$25,667.32
Observer -Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
.'
U 'ORGE A"CA~:itt;f,1
late,<if.,Mou!1ti.\iP nt'Was,hmgton";!'~:,•~
Penna...,'1 rLettersTestamentary,up0n.;·the,above estate having been grantedf
to the undersigned;allperso av"!
ing claims against the est.rerequestedtomakeknowntlie'·'ei
to the undersigned or his attorney\and all persons indebted to 4 the
i'decedent are requested to'make
;payment to the undersigned without'delay.'
.OLIVE E.CARTER,EXECtJ:TRIXtR.D.1 ,Hickory,Pa.15340
SAMUEL GOLDFARBAttorney
.514 Washington Trust Bldg,,Washington,Pa.15301
69229·Mon.·3t
In compliance with the News,paper Advertising Act of 16 May,1929,
P.L.1784,as amended.
Commonwealth 'of Pennsylvania,County of Washington,SS:"..
Personally appear,ed before me,a Notary Public in and for said County
and State,RJ..c;:1:l.cq::4.J?.~G~~C:l.~,who beinlg duly sworn
according t.o law,deposes and says that he is the S.ecr.et.ary ..
of the Observer Publishing Company,a f'lennsylvania corporation,and its
agent in this behalf;that the said Com.pany is the owner and publisher of
the Observer-Reporter,succ'essor to The Washington Observer,established
Sep'tembe'r 18,1871,and The Washington Reporter,established August 15,
1808,a daily news'paper of general circulation,printed and published and
having its place of business at Washington,Washington County,Pennsyl.
vania,where it or its predecessors have been established and published
continuousIy for more than six months prior to the publication of the notice
hereto attached;that the printed notice or advertisement hereto attached
is a ,copy of an official advertisement,official notice,legal notice or legal
advertis,ement,exactly as printed or published in the Ob£lerver-Reporter in
its regular editions on the following date or dates;..
,_s..e.p..t.~mQe.:r;4.9..,.9c;:JQ1:>.~~9.C:l.~.4.J~.'-~.~.~.?.
that neithe,r tIre "affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that alI of the aUega·
~~~n~r~:.this affidavit as to the time,~and characte~~
7 ..~vz4d:.. .
Sworn to and "b"'ib7J?~~gIT~~~69
WASHINGTON,WASllII-:Glui;i,;:"u"l'l
MY COMMISSION EXPIRES MAY 6,1972
Washington County Reports'
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
Estate Notices
The Register of WiHs 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 deman~s to present
them for settlement to the Executors or
Administrators or their Attorneys.
• • ••• • • • • • • ••• • ••
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.S,paragraphs (S)and (25).
COUNTY OF WASHINGTON}SS.
STATE OF PENNSYLVANIA
CARTER,GEORGE A.,Dec'd.
Late of Mount Pleasant Township,Washington County,Penna.
Executrix:Olive'E.Carter,R.D.#1,Hickory,Penna.15340
Attorney:Samuel Goldfarb,514 Wash-
ington Trust Bldg.,Washington,Pa.15301
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 officiail legal periodical for said Washington County,published weekly
having its place of business at Washington,Washington County,Pennsylvania,
and is acting 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:
..........Qc.toher.2.t 9.16•....19.69 .
that the affiant or the corporation in behalf of which he is acting is not
interested in the suhject matter of said notice or advertising and that all of the
~g~m~~=:?[:'=dm~act&of ili,p~li"tion
Sworn to and
........1.6:;nyay of ~t.Obe.r ,19 69...
...........~~..~..
/otary Public
KATHERINE C.VAliD,No Publk
Washington,Washington Co.,P,
My C,mmilsloll ExplM
Nov,rllber 1,1968
3Ju t~r (@rpl1aus·QIIlurt nf mas~iu!ltnu C!Inuuty
In the matter of the Audit of Account in
J
Estate of GEORGE A.CARTER.Deceased
TO THE AUDITING JUDGE:
No.63-E?9~--=1=...:O:....:5::...:9=--~~:J):XX29O'U
Enter-__......::m:.lyr-.-appearance for'.fJA~c~c!oU<Q~u&JnY..loot"'alo.An""__""t'____
$AMd~--
!(9%Y of ~,,19 11
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.
No 63-69-1059.,---x2p\~~xX~fA.?'
In re Audit of Account in Estate of
GEORGE A~CARTER,Deceased
AUDIT
Jrarripr for i\ppraranrr
FOR
Olive E.Carter,
Executrix _
Accountant
SAMUEL GOLDFARB
Attorney--"======::~::=:=:=2=~=r~
j
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form J
Estate of Ge.Qrge A.•...C.ar_te.r....---.-_.--
Deceased
No _6.3:~:.69.~105.9...____.__.__ __A.A.
Fiduciary 9_~~y~..~.~_._~~.~t~"!;.,~_ .
.....................~.~~.c.~.t.r..i~..___----.
Date Election Place of;
Filed __Record ._.___..__..__.__.
Date of Date of
Decedent's death ~~.P.t~~J?~~..J.Q..t_.J.~_§~Grant of Leltters ~~pJ~~mR.~~~:'1.:,.._l~.9.~.._.__._
This is the Firs.t...ao.d..F.inaL account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term_.__ .
Election to toke
Under_.ixIm¥ill.(cross out one)Confirmed
herewith
Name of surviving spouse 9.~~.y~~.~_..~~~_~~_~_---_----------------.-..--..
List issue,where material:
Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate)
Kxx No.If answer yes,name them _,._._._.__..__.----.--.----.--------.
Leg.atees
Olive E.Carter
Relationship
Wife
Interest
All
Fiduciary,if deceased or not sui juris
List,if exceptions to above:
None
If partial intestacy,give facts:
None
Adeemed:Revoked:Lapsed:Abated:Give Cause:
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.~~
If any exception give cause:N.9.!l~_ .
Fi Ie copy of Notice
and date of mailing Ac.co.un.tan.t..is on.ly par.ty in...interest.,...and..:the.r.e ar..e , .
no known creditors.
I
Is estate subject to the filing of a Federal Estate Tax Return?.._.¥~.~,!._....9.~p'y'..g;.t_~~.~:':J:~~...~,'E~~_~~.~~_.,~~.~~to.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.J.1..?~Q.•_~_fJ...J~.~./.~.~~.~.!§...~.~~.<:1:i t)
If the Will makes any portion ofestate subject to a life-estate,give name and birth date of life tenant .
None
Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
Balance for distribution per account,
Itemize any additional debits not shown by account:
None
Total additional debits (Add)$ _.._ _ .
Itemize any additional credits not shown by account:
Register:of Wills,filing Inventory
and balance o'Ii Le tters $12 .00
$2.5..,.6.frI.A3.~.
Total additional credits (Subtract)$__l.~.•.QQ .
Balance for distribution $.?~.l.~.l?~.~.?~.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Cash
Ib_,j 5 -wt.c~...._~....,j
..
If Family Exemption claimed by Petition,give place of Record:~~P~!~~.~~~~~.~~.~~.~.·:'?~~~.·.
If F 'f E t"I'd·d't 'I'h'db'f CI'See above.amI y xemp Ion IS c alme at au I,give name,re atlOns Ip an aSls or aim:.
List any advancement or distribution on account that has been made,and nature and amount of same:
None.
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
All to OliveE ..Carter,sole legatee,who will assume any possible
adjustment on Federal Estate Tax Return upon audit thereof.
COUNTY OF WASHINGTON,55:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly swarn doth depose and say
that the facts set forth in the foregoing petition are true
hertothebestof knowledge and belief,
s.wo.r.n t9 to and subscribed before
me thisJ~day of ~19~/....
Slgnat~re of Officer~~(!)~
-~-.
Title of Officer JQ.rlJ~~.J..CARSQN.•.NQTARY..P.lJ8UC......•
_'.WASHINGTON,WASHINGTON CO.,PA,
Office expires MX..cQMMJSSJDN.EX[lJRE.S•.$cl?Jr.1-5,.~!9.}3 ......-...
And your petitioner will ever pray,etc.
...o.~~~.
..~~!'~!'!'!'..!'!'"!'!'!'..
'Vd "OJ NO.L~)NIHS\1A\
STjlr;\_~!O H31 SI~3H
o~~J r{1 '1 ~J_~1~l ]·s snu
,No..f?~::.Q.~::.J.Q.f?.~A.A.
Estate of ~.
GEORGE A.CARTER
~Deceased
Fiduciary QJ.J.yE E C-ARTER.,..,.-.......~..,..--~:.>...,'"II"_...
Executrix
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
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 23-24.
1.Written praecipes of all 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 Wi II.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
i·f 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.
SAMUEL GOLDFARB--_-----_.---__-----------__------..-----------------_.Attorney
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVisION
Petition,togethe r with the necessary supporting instruments.ThE re
a~torney is Samuel Goldfarb.Mr.Goldfarb?
)
)
)No.1059 of 1969
)
)
)
)
HEARING -ON AUDIT
May it please the Court,'I have he re the Audit
THE HONORABLE P.VINCENT MA RINO,JUdgE
of the said Court..
Tuesday,March 16,1971,at 10:00 o'clock A.M.,
EST.
Number 1059""of 1969,the estate of George A.
Sfb\lMI/:ElJoGl(]ifi_irDifA-RB,ES'(@•."of Washington,Pa.,
representing the Accountant.
~l ~•
,,...
Carter,deceased.The-Exe:cutrix is Olive E.Carter and the
ESTATE OF
GEORGE A.CARTER,
IN RE:
~Deceased.
~.J>UIZZIIIII.
. i
~BEFORE:
l!lz
iUI~
ti APlEEARANCES:
~UI
C
.J0(
Uc TIME:-:::l"I
£01
uia::III...~THE COURT:
II.'IIIa::..a:::::loU
.J0(
U
ii:~MR.GOLDFARB:.
,
:;
cf'{'"•
are no claims or no complications of any kind.The balance for
distribution is cash.The Accountant is the widow and is the sole
beneficiary under the will.The Federal Estate Tax has been
..
paid and a copy is attached to this petition.It has not yet been
audited and we request that the balance be distributed to the sole
2
v···_-./-
devisee-accountant,who will assume any possible adjustment on
the estate tax.
THE COURT:Is there anyone else in Court interested in this
\i
decedent's estate?
I
(NO RESPONSE)
( A UDIT CLOSED)
The audit of this account is 0 rdered closed by
..
the Court.
THE COURT:
~z~...>-III
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IIID.
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uiII:IIIl-f 1 hereby cattily thatthQ t.ij"~ecd1D5G004CJ.tridenoe oro
IIIII:~eoDtnincd fully ~ctJ accurately 10 the noteD (oUe13 b~ttlq (n tile l~car1tlG of
ou~tho nbove Co.uoc,ond that this QOpy ia a (.orrc~t trnD(jcrtpt c!tl.eaame.
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of the above cause 10 hereby npproved nnd directed to be fllcd.
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ESTATE OF
Geor~e A.Carter
deceased
No.63-69-1059
In the matter of the First and Final
Account of Olive E.Carter
Executrix
ADJUDICATION AND DECREE
And now May lJ ,19~,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$25,655.32 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 credit asked at audit
Balance:_
12.00
$25,667.32
Deduct Clerk's Costs &Receipt;:a.s i
At>torney ~S~am~u~e:..lol~G~o ..l~d....f..li5a....r..r:.lb:...._I
Russell Marino,Agent,transfer inheritance
tax,$288.88
Interest from 12-10-70 to 5-10-71 7.22
Olive E.Carter,widow,residue,cash,
$25,319.22
..
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
ESTATE OF
GEORGE A.CARTER,Deceased
)
)NO.63-69-1059
)
R E C E I P T
KNOW ALL MEN BY THESE PRESENTS,that I,OLIVE E.CARTER,
do hereby acknowledge to have received from Olive E.Carter,
Executrix of the estate of George A.Carter,Deceased,the sum of
$25,319.22,in full of the amount awarded me under the Decree of
the Orphans'Court of Washington County,Pennsylvania in the above
estate dated May 3,1971.
q~PtA vWITNESSmyhandandsealthis__D__day of ~'1971.
".,·.
Form RCC-33
RESIDENT DECEDENT
---~-~~-7-'
.&J~ii-/b~l :
COMMONWEALTH OF PENNSYLVANIA IJ~"
DEPARTMENT OF REVENUE ~
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
I~WORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
tl!e Inheritanceanli Estate Tax Act of 1961.)
IN THE MATTER OF THE'ESTATE OF }
GEORGE A.CARTER AEXW~mRTx..· · ·..···..·(·St~t~..f~ll..;:;;;:~~··~i deced~~ti ···....~
Late of ~~:gIn:~~~~~~:.~~~ns~t..p..'County UJDHDBlDXX
State of Pennsylvan.ia.......}ss:
County of Wa..$lli"J;lg:t:;(,)~...
..........Qlive E .•.....Cart.er....................................
»XafilIiKlXil1ClJ£X of the estate of the above-named decedent being duly sworn,depose S and say S
rixExecutJr
Decedent.djed S.~P1:~IJ.ll>~.:r...J,()
(Month)
Name and address of attorney or}
other authorized representative to.
whom all correspondence should be
mailed.
.................................,19...J>'~......,f testate leaving a last will,copy of which is hereto attached.}
(Day)(V"",r)LJt~KK
..Samue1G9J.4fa..rl>,~$qlJ,!r~.
514 Washington Trust Bldg.
Washington,Pa~"········15301·
That as such Exe.c.u.t..:r.ix deponent is familiar with the affairs of said estate and the property con-
(Exccutol'·AlIministrator)
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
WI'lc;:1:I'l'rn -·1 'U!ll n;!ll Nat;n n!ll 1 ...-,It and
Bank,Houston,Pat office Olive E Carter Wifp-
That the contents of said safe deposit box or boxes are itemized under Schedules .......;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 full v 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~J _-...4parcels,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
propertywheresover situated owned by the decedent at the time of death;all moneys left by the:decedent-I ,at the time of death,whether in decedent's immediate possession,standing to decedent's credit'in:banks
~,;;.t-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,"ti1;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 thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated
market value thereof;all bonds and mortgaees 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 polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
,.
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the f(l-ir 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 who~transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the.case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.Ther'~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,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 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 instrlrnents 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 ~ldiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of,.'death;taxes accrued charge.able for period prior to decedent's death (except.those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this .
............l..£..~................day of~<-",~.~19.;70 .
~e..~~..«..0~.
LOUISE L.CARSON,NOTARY PUBLIC
WASHINGTON,WASHINGTON CO.,PA.
MY COMMISSION EXPIRES SEPT.15,1973
....~6....!~.~~~Executrix
..R.~;p.~J...
(Street Numbe-r)
....~:i:~.1.t.?!..Y...L ~~..~~.~.~.~~.
(City or Town and State)
I
l
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
DEPAR-rnENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property hrold 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 Commo!"wealth of Pennsylvania should be (1)(2)(3\descrlbed by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATIONconveyancebywhichthedecedenttooktitle;If a farm state number of a.FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule.
None
Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.None
SCHEDULE "B'"
PERSONAL PROPERTY
/
.RC(::-35
:'.COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
.......r.
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 nroperty,such as bonds,treasury certificates,cash on hand and in bank,~..
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust .under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
No.
1
2
3
4
ITEM
List and describe fully
Interest in Carter Brothers,a
partnership
1969 Dodge Dart sedan
1968 Ford Mustang
1964 Chrysler sedan
UNIT
VALUE
ESTIMATED
MARKEl'VALUE
C7%;.
$30,000.00
2,200.00
1,700.00
500.00
DEPARTMENT VALUATION
(Do not write in
this space)
~()()dcJ.00"/
~flOd.00
(
/I)()().OO
(
~O().(J ()
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X $34,400.00 ~1,~oe/Go
-------------,----------------------------------------------------
RCci-}.6
Cmf'fO:\'I'EALTH OF PENNSYLVANIA
T1UNSFFR INHEHITANCE TAX
lli~SIDENT DECEDENT
SCHEDULE "c"
TRANSFERS
(1)Dirl rlecedent,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 heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(No"te 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)lSro .
(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)~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 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)~N~o~_
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)_~lSr~O~_
(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 reserverl power to alter,amend,or revoke,or which cOllld revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)_~lSr~~O~_
(9)If the answer to (8)above is in the ~ffirmative,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)lSro
NOTE 1:The answers to these questions should be supporterl by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM DESCRIPTION MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
lSrone
•
r-tCC-38
.-;;;.
·CC'MMl'\'WE\.l.TH OF PENNSYLV,\NIA
TIUX::'l·'EH INHERITANCE TAX
HF.SIDENT DECEDENT
• ,.;j:
SCHEDULE "E"
JOINTLY OWNED PROPERTY
Il\STRrCTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly
wi th another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or Joint tenants,giving brief description,as indicated 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-o-wners to
the decedent.
Description of Property,Date of Acquisition,Name I
Address and Relationship of Co-Owners,and Place I
of Record of Instrument,where .Real Estate.,
None
Unit
Value
percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.
,...
RCC':37,(12-63)
Cdl\'t!\lfON\\'E.~LTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
<.',';,r,..,"•~
SCHEDULE "D"
•
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED•(If step-children or DATE INTEREST OF'State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Olive E.Carter Wife Yes All
,
Deponent fUrther says that all the above-named beneficiaries are liVing at this time except below:None
NAME DATE OF DEATH RESIDENCE
.-4IlII
.-
--------------
j
\
h
OF THE
Deceased
ESTATE OF
.GEORGE.A.•..CARTER
•
~(Executor-Administrator
must complete "As
Reported"column #1.)II "
a ~...,""d ::0...,...,~~0 p:>...,p:>
til ....::s til -til til 0=....,::s ""d I I ~...,rt ~=:.....,...,0p:>I-'til>:""d 't:lp:>'<~cr"...,...,
0 -<~~'t:l
~~...,....til '<....p:>(I)....Co~
tg
t'10~CDtiM-'<:
\.
Year .
:\IATTER OF THE APPRAISEMENT
P.Il THE
Will l N
Administration ~o.
..-.
Late of ..Moun.t.Plea.e;.a.Il1;'I'<>:'VIle;l1:1.P
REPORT AND APPRAISAL
Commonwealth of Pennsylvania
,
'Vd "00 NO.L~)NI1'iS'V/i\
STlI,';,\.:10 IJ3..lSI:J3U
ON!?J".'urrr,)Snt1
enc::II~_..
~1-,,....>
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::r W W W 0-<:
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:w:w
:~:~>:-.I :I "i I til
:~:I : I ~I ::0_:0:0 ~......
0:Q '"g~:..•...,
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.Viasl1iIlgtonCountyof
~-----
&MfUE;L,,GOLDFARB
AtTTORNE¥Al'i IJ,j{J 0L,.
514 Washington Trust Bldg.
Washingt0{J Pit :'7 li5~fn,~if~,:
"
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~:
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R CC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
Olive E.Carter
(Executor ~)
IN YOUR REPLY PLEAIE
REFER TO
38-8-3
/
In Re:Est ate of -=G:,.=e:;::o:,:.r..cg.;::e-=A1-.-C.::.ar:::::-~t~e::::r~_
_____-----lW.~a~s~hi==·:.!.!n:Qgt~o::!.!n~__--County -File No.63-69-1059
Dear MrS.Carter,
You are hereby notified that the ,~o:.:.r=i~g=in~a=l~_
appraisement in the estate of George A.Carter
has been filed in the office of the Register of Wills qf Washington
County on February 4 ,19~.Said appraisement reflects the
following valuations:
Real Estate _--'-_
Personal Property __~3~4~,~4~0~0~.~0~0 _
Transfers --::-_..,....,.....,...-~.....,.._--
Total -'3.:.:4:t.:,L:l4t.:::0;.:::0~.0::::.;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 one year from date of death,interest at the rate
of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e _--=E::..:,e~b:.::r-=u=ar::"YoL-:4:r.:'L.-..::1::...:9~7=1 _
DATE OF DEATH:September 10,1969
Note:This is not a bill.
Signed
TitIe
~1&J-U fur~
ALFRED TOSI,ACTING CHIEF APPRAISER
R t C-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Garter
(Last Name)
George
(First Name)
J!i..
(Initial)
DATE OF DEATH----.:9_-_1o-_6-'-9_FILE NO.63-69-1059
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __vJ:.,::a:..:s..:.h:..:in=gt=..::o..:.n=--_
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E".
~1~(~~.~TANCETAXAP~S~2-4-71Dated:---'---"---'-=--------
REPORT OF THE REGISTER OF WILLS
Dated:__2_-4..;..-.....;7_1 _
I,the undersigned duly elected Register of Wills in and for vlashington 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"~or lesser amount represents the sum
allowed as a deduction.( I ~
LJ...t~
VALUE AS REAPPRAISED
$-------+---34.400 00
34.400 00
8.S12 68
25.867 322586732
VALUE AS REPORTED VALUE AS APPRAISED
$$
00 00
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
FOR USE OF REGISTER ONLY
Tax on $--=--,----.-.,-,.,-1..,......,.._2%
Tax on $25.867 112 ~o
Tax on $----------1--'-5<
Tax on $----------1--10%
Tax on $15%
Exemptions *
Total Estate ~--
TOTAL TAX
COMPUTATION OF TAX
$
$=l...L.t..SiS:::.:::2:+-.::::0~:±.-
$--------1---
$--------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 ::::::::::::t==
TOTAL TAX BALANCE :-----~~PAID $-JL
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $---J
AMOUNT OF ESTATE TAX ASSESSED $--~----11-
Estate tax paid $---ll-
BALANCE DUE $--Jl-
Add interest at rate of 6%from
-------{to-----
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
.q:g;()Ral:E;.A.CARTER
Deceased
Late of .
County of
MT.PLEASANT T"VVP.
WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
..\
'i
,-
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
Form RCC-2
~,
DEPARTMENT OF'REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
.---------------------------------l
I
I
DATE Febr.uary 4,1.9.71 1
COUNTY W.§:.§.h:4.:Jg.~.9:r.?::..
FILE NO..9..3.::.Q.9..::+..Q5..9._ .
Whereas,G.e.Qrge.A G.a.r.t.e.r.late of M.t..!I.'+.~?:~.~.t.~:vP..~.
in the County of W.~§)::r1ngt.9.P..Commonwealth of Pennsylvania,having died on
the ~~.l.l~.h day of ~.~P~.~J.Ilp..~!.19 ?.9,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
ALFRED TOOlTherefore,I,......................................................................................................................................,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 Purposes
$
PERSONAL:
Intrest in En CARTER BROTHERS,a partership 30,00C 00
1969 Dodge Dart sedan 2,20C 00
1968 Eord Nus tang 1,70C 00
1964 Chrysler sedan 50C 00
Total 34,400 00
.
'.--
-
~avi~g been duly ~worn according to law,I do h':!rebz£tifY that the above appraisement is made in ,con-
formIty WIth law on thIS ..............~!,L~........day of ........:::::....::::::.~....1?;;;;;;..................:.....~.~.~......~<...
Appraiser
................................................................................................................................................................W (Numbqr and Street)
....................................~..........·······························t Penna.
(oat Oftlee)
~------..
Washington County....................
........
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.........................Ge.arge A•....Cart.er .
Deceased.
Late of
Mt.!!p.J,.€.l§j..~c':l..Ft ~.~lP ..
Date of Death,9.~lO::::9..9 ..
Appraisemel!t Docket Vol.,,J.EL ..
Page,~J.No ~2.':.~.<t,::~.9.2.9..
Filed in Register's Office,E.~p.4 19 71
Amount of tax due,$.
DEPARIMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal j,.om Appraisement,..
Entered and charged,.,
J'
(File in Duplicate)
ACOMMONWE.f'.~"itI+OFPENNSYLVANIA
DEPARTMENT OF REVENUE
"HARRISBURG
IN YOUR REPLY PLEASE
REFER TO
,Director
Bureau of County Collections
Department of Revenue
Finance Building
Harrisburg,Pennsylvania
Re:Estate of George A.Carter
Dateof Death fl":"-:::9T:·....-il:..::O:-:...:-i6;..;;9~_
County of Washington
State File No.63....69.1059
Dear Sir:
Pursuant to the memorandum of February 25,1958,concerning valuation
of closely held business interests,I herewith request your advice concerning
the value of the following:
NAME OF CORPORATION
A.Corporations BUREAU USE ONLY
TYPE OF NO.OF INVENTORIED VALUE SUGGESTED VALUE
SHARES SHARES UNIT TOTAL UNIT TOTAL I
I----------:-----------r----,---..------,-------,,--------
1.
2.
3.
B.Non-Corporate Interest
..
TYPE OF BOOK
BUS.ORG.VALUE INVENTORIED VALUE SUGGESTED VALUE
CARTER BROTHERS
NAME OF BUSINESS ORGANIZATION
$30,000.00 .I
--------------------f=-------+---+-~---.:=--------II_.....:...-----1
1.
2.
3.
',''..:..,.,~....~.
Remarks:
Encl
above and I
assets.
Fonn RCC -47-RI
for all requests under "B'"
any of the above described
SMOL ~..:rno:J ,uNflO<:
jJ rnr:Wne
03M3J3H
/.
.--------------
DEDUCTIONS ALLOWED INFormRCe·IO
OFFICE OF THE
REGISTER OF WILLS
OF _..:.:W~A....S...H....I...,N....G....T",-,O.....N","--_COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
J
f
THE SUM OF $.fj.'I4?...6..f.
."'C"'..~.-f:Z{
~\~\~
Regllter 01 Will.,Agent
ESTATE OF GEORGE A.CARTERI LATE OF Mount Pleasant Township
DATE OF FILING APPRAISEMENT DATIl OF DEATH _=S~e~p~t;..;e::;.;m::;,;b:=;.e=r__:;;1:..;0;...,l__,,;1;;;;.9;;....;;;.6.;;.9 _
REMARKS AMOUNT
Letters and
Short Certificate 10 50
011V,L'l.'-'t:J:"L.t:o:>4.~U
ro....+;of!;on nn.......nof!W";ll 4 50..-~
Transfer of titles 15 00
Advertisement Letters ~1 00 ,Ii .,+T ..1'\1'\----_......~~
I"'",m";lu -.+-1",...1 nnn nn...-Funeral 1,890 00Ir.oT ,t=t=1'\1'\
~--~~
IFl '71 1':.1':.
Minister 20 00II'\~.....~-~~+~~
.LV vv
~Ton",':)Qt\t\f.\
Acknowledgment 5 00
t\~'....:s,.-U V\I
I
In&:Qa.
On 1969 DodlZe Rfl 00
Balance on 1969 Dode:e 1 192 45
I
R~l~n(>A on 1968 Ford 357 08 I
For Home improvements 411 00
TUition,son George 175 00
li'n....c:<nn r-,')1;nn,-For son,Jeffrey 5 87 I
~'or son,Je11rey lUO IOU
"'n-r e::nn T~",.'11;Inn
Balance of Pledge 40 00
Account 97 59
"I;n Is;}s;}
tccou~1 ~~Ig~-Account ~~Iggt\
~ccount l~~?
Account '1~ggt\~~+
9 00
Al;l;orney tor .tOs'ta'te,~n-2,000 00eludingFederalEstateTax
I
~i!rng Account 16 00·I
I
NAME OF PAYEENO.OF
VOUCH""
,,
LOUISE L CARSON,NOTARY PUBLIC
WASHINGTON,WASHINGTON CO"PA.
MY COMMISSION EXPIRES SEPT.15,1973
Samuel Goldfarb
.......phartiers Natural Gas Co.b"",11 T"",1·",.,,n...
1N0taries
~au!mann's _
T , •n~......~u 'on
~imbels
.....'e:::!
~estland U.P.Church
IHi-R~se l,;ompany
If',..;1 nn n -'.nt-JI",~1 +h
~W.V.U.Book Store
~ethman Mo~il Se!vice
Wl'>..::t-.O",nn (;.
Western Pa.National Bank
Hapchuk Sari1~ary Service
-Ii Ii ni 1 (;fl
Western Pa.National Bank
Western Pat National Bank
1969 School tax
......"
Observer Publishing Co.
I,."nn -11 u 'loT.
Kurtz Monument Co.
Rev.Robert Caldwell
IM'f'!O:011 i VAV
Brown's Flower Shoo
..,Pa Nat;nn~l Bank
Speakman Funeral HomeMt.Pro~1 ,~\.Cemetp-'f'V
Olive E.Carter
Wash.Co.Reports
.('.Onh f"'n
Com.of Pennsylvania
:n -',+/i,..+..;.....;+...li'.....r1
COMMONw£AL~ii\:S~SYtvXi\lls }ss:I
COUNTY OF WASHINGTON ~
I.OLIVE E.CARTER,Executrix HEREBY CERTIFY.THAT.TO THE BEaT ~~~
....y KNOWLEDGE AND BELIEF,THE FOREGOING ISA JUST AND TRUE STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSU OP'
ADMINISTRATION SUBMITTED TO THE ESTATE OF GEORGE A.CARTER DECEASED,AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.hl /)
.~----"LY~~~.~£.J.-'...1...-.(~~~__(L.5.)~,::N AND S.UBSCRIBED BEFORE M,E THIS LoS"DAY 01".~Q ~~18 ZLL-s7)l "')'-AO---"---fl-~~~
DATE
Register of Wills···---+---+--+'1TO.ltle~g:;-~~s"F.P.'tlerr~ooII'f'1WW'~r..Lr..Lrss-----i~rm+_-eeHffreities_----_t--=tu=u_1
Rpp"i!O:t.A-r t\T Wille::.,--_+--+---~w.e...&o.aOlUol,i;.............loL"'--.II..I~i..i:::I..-----__I,......:..,L...I.......L...U;:.I,I,.......""_'io'*"""....\olo,-..............---_+----''''+...¥.>''--I
Pat Dept.of Revenue
,
\
...~~1 ,-..J ,~::;:1 c;:)--..,.,l>-P";""',CD 01,;")c::t::::J:z:Co rT"j
C''''(/)U')Z ""'-1 n~'".:7.1 f'"t"1'("'''.:-.,-I _....,
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