HomeMy WebLinkAboutOC1969-1118 - ESTATE OF DAYOF
MARY MOORE DAY~ also known as
MARY M. DAY
I, MARY MOORE DAY, also known as MARY M. DAY~ a resident of
. Morr.is Township~ Washington County~ Pennsylvania~ being of sound mind,
memory and understanding, do make~ publish and declare this my Last Will
and Testament~ herepy revoking any and all Wills by me heretofore made •
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ITEM· I. I direct that all my just debts and funeral expenses be paid
as soon after my decease as may be found convenient.
ITEM II. I do hereby give~ devise and bequeath all of my estate, in
equal shares~ to my two (2) children: Coragene Day Bristor and H. Vance
Day.
ITEM III. In the event any of my children should predecease me
leaving issue him surviving~ I do hereby direct that such issue should share
the estate to which his parent would otherwise have been entitled.
ITEM IV. I hereby nominate and appoint my son, H. Vance Day1 as
Exe~utor of this my Last Will and Testament •.
IN WITNESS WHEREOF, I have hereunto set my hand this o2. . .L._ . day
of ?z~gtU--I A. D.~ 1965.
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This instrument; consisting of one (1) typewritten page, (bearing the
signature of the above named Mary Moore Day, also known as Mary M. Day),
was by her on the date hereof signed, published and declared by her to be'her
Last Will and Testament. in our presence, who at her request and in her: pre-
sence and in the presence of each other, we believing her to be of sound and
disposing mind and memory have hereunto subscribed our names'as witnesses:
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Affi!tnuit ®f ffxrrutnr ®r · A~ministrntnr
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r t· @~tate nf Jen~ayluania, t 99:
C!lnunty nf llaaqingtnu \
Personally before me, the undersigned authority, a. ................... NQt,c;:g",Y. ... P.Y.t?.!!.g ....................... in and for said
County and State, appeared .............................................. H ..... .Y.§.g9..~ ... P.gY. .................................................. who, being duly
sworn according· to law, deposes and says that he is the executor lil~Xc1m~ of the estate of
MARY. ... M.QQR~ .. .P.AX, .... 9:./.~J.~ .. M.AB.X. .. M.,J~.1tt&:ased, that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate ofMAR.Y .. MO.QRE. .. D.AY,. .... ai.k/, a MARY
M.'DA Y, 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, based upon a just appraisement of each
item made by the above named Executor.
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· ~ . . ADDITIONAL INSTRUCTIONS
1. An :inventory must be filed within three months after appointment of personal representative.
2. A supplemental inventory must be filed within thirty days of discovery of additional assets.
1 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 Copies and 2 RCRI-33, Over $50,000, in-
" .).
cluding Copy of Will and copy of Federal Estate Tax Return. · ·
Mary Jane Smith, Notary Public
Washington, Washington County, Pa.
My Commission Expires
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P. L. 513 Sec. :5.2, 72 P. S. 4844.2
1Jnnrntnry anb .1\ppraisrmrnt of &,e. ffK~ ana chattels, rights and credits which
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were ofMAR.Y .. MO.QRE. .. D.AY.-.. ~l.k.l.~ ... MA.R.YJ~te of Mor.i:is ... T.a~VIl.nship~ ................................ : ............ ..
Washington County, Pa., taken and made in conformity with the above affidavit. .. . ....
ALL that certain tract of land situate in Morris Township,
Washington County, Pennsylvania, containing 3. 465 acres~ ·
bounded on the South by State Highway Route #18; on the ·
West by land now or formerly of George Lem~n and Joseph
E. Rush, and on the North by line of land of Joseph E •.
DOLLARS CENTS
Rush." 300 oo
Household goods ~nd personal effects 400 00
Mellon National Bank and Trust Company, Washington
Office -Checking Account 345 1 7
22 shares Jones & Laughlin Steel Corporation at $22 1/2 495 00
112 shares American Telephone & Telegraph Company
at $51 5~ 712 00
1148 shares Keystone Gas Company at.$1 •. 00 1~ 148----.. QQ.-
Total 8,400 17
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Inventory and Appraisement
IN THE ESTATE OF
MARY MOORE DAY, a/k/a
MARY M. DAY . .................... _. .................................................... ~··r ....................... .
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Form RCc-33 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
j
RESIDENT DECEDENT COUNTY OF ... WASHINGTON. ........................................ .
IMPORTANT: This return must be completed in detail and filed in duplicate, ·with will attached, with the·
Register of Wills of the County where decedent ·r~sided; Return is due within one year after
date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of
___ the _ _Inlwrit{l.nce __ !ln!l.E.!'!t!l.t~ .T~ A.ct of 1~!)1.)
l\II!.\.B..X. .. ¥..~Q~~---;;:x: .. :..;.~::..·;:.;;, __ ;,~ .... R.A.Y. .. _.} :::u:;: oF
(State full name of decedent)
Late or ...................... Yf...9.:.$..P~.P.,gt..Q.P., .................................... , ..................................... county X»~~U1@U{
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........................................................................ : .......... : .......................................... I! ...... .Y.9.:P,.G..~ .. .P..9:Y.t ................................ , ........................................................................................... . Eecutor
of the estate of the abt:!ve-narned decedent being duly sworn,-depose S and sayS
Decedent died ................................. S..~.P:M:~?-.. ~:r. .................. i7;;;;.j ......... , 19~:~~~ .... -{~~~aving a lest will, copy of which is hereto attached. }
:::;::~:·~::::%::::::::::::;: ::} ---i;:i;i;~;~;:~~~~i: w~;b;;rt~~:-p;~~;i;;;;;i~i53:0i ::::~-
That as such ........... Ex.e.c.ut.or. .............. d~porient is familiar with the affairs of said estate and the property con-
< ~:x.,cutor·Adm inislrator)
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, Ol' in decedent's individual name, with right of access by another as agent
or deputy, with the exception of the follQwing :-
--·--~ ··---RELATIONSHIP NAME AND ADDRESS OF BANK OR OTHER niSTITIJTJ.QN THIS SAFE DEPOSIT BOX RENTED OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT ~OX . IN NAME OR NAMES OF HOLDERS TO DECEDENT -.... ~ ···-·
.. . ---
... ·----
--·
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That the contents of said saf~ d~posit box or boxes are itemized under Schedules of this ---return, with the exception of the follQWi~g~ for the reasons hereinafter set forth:
. That Sc.hedule A attached Qel'~to and made part hereof sets f'orth full v and in'·detail all the
real property in the Commonwealth of Penn§ylvania of which decedent died having an interest therein. It
also sets forth the mortgage encumbranc~~ upon each parcel of real property at the date of death, giving
the amount still due at death, name or mQr-tg~gee, 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 heretg and made part hereof sets forth fully and in detail all personal
property wheresover .situated owned by t,hE) qecedent 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, savi~gs banks, trust compaqtes, 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•d~cedent's death
in all other cases; all _bonds, rpostal S!I-Vings, treasury certificates or notes and other .evidence of in-
debtedness of the Unl'te'd"'States-to th~ dE)cedent; all obligations, whether by statute.:or agreement they.
are designated as tax free, of the United States, or any state, or political subdivisio~ thereof, or of
any foreigilfcountryf 1whic~fare awned at. ti1e time of death; all wearing apparel, jewelry, 1i1~erware, pic-
tures, books, works ·of art, household f4r.niture, horses, carriages, automobiles, boats, and any and all
other personal chattels of whatsoever kinA or nature, leftbydeQedent, together with the fairly estimated
. market value thereof; all bonds and mortj!;_a~es held by decedent and of all claims due and owing decedent
at the time of death, and all promissory ~otes or other instruments in writing for the payment of money
of which decedent died possessed, of wh~t&oever nature, with interest thereon, if any, giving the face
value and estimated fair market value thereof, &nd if such estimated fair market value be less than the
face value, it sets forth briefly the reasgns 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 _a·ccrued 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.
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In the ·case of securities of close or family corporations, the values reported. are as far as
possible substantiiited.by financial statements of the corporations, showing the assets and. liabilities
thereof as of the· date of death. The schedule also sefs 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 fol'm, 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 a:nslver·:-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 poss·eJ.ssio~\o}-enjoyment at or
after death, said schedule sets forth the nature and value of such property, to ~hom t~~sferred, ·the . f. .. L. ...... relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature r~gardingfsald transfers. In the case of t~ansfers intended to
take effect in, possessi~n or enjoyment at or after death, there is al~o attached to the schedule· a .. :co:py ...
of the deed, trust agreement or other instrument creating the trust. Thert~ is also set forth in said
schedule a list of all property, real and personal, with its value, whicn.:-pa!S'ses: ~-t decedent's death by
virtue of the exercise by decedent, either individually,.orjointly with another, or any power of appoint-
ment vested in decedent, either individually or_ .joi!ltlY~ -~~~~e wi}l.!-<!.,ee~, or other instrument of another,
with a copy of the inst~ument creating s~ch power attached to the schedule.
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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 d,_eaj.h,J~the nature of tJ:!eir 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. If 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, a:ndthe relationship of such issue to the beneficiary.
That Schedule E attached her·eto .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 tmpaid 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); . togethe~ with a statemen't of .coilater.ai 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.
Subscribed and sworn to before me this ............................... ..
................ ~ .... ?..~:£.9 .... -nay of ............ J.~qg_:r.~ .................... 19..1. .. 0 .... .
~~~---·······--···
Ma~y Jane Smith, Notary Public Wash~ngton, Wa~hi~gton County, Pa.
My Comm•ss1:>n Expires
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...... 4.4-B. .... P..a.Jm ... S..t.r.§.§.t.. ......................................................... -.. -..
(Street Number)
...... W.a.§.hi..ngt.o.~ .. P..e.nn.~.ylv..aa.i..a. ... J.5 .. 3..0.l ............ ..
(City or Town and State).
NOTE: Belo~~u8sll.gRdJ\%7Saff'idavit 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.
J
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RCC-34 U-64)
!=OMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREA'tj OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Where property held as joint tenant or tenancy by entireties, report on Schedule ''E". Property held by
the decedent as tenant in common with another or others, should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together with
a general description of the property, with a reference to the record of the
conveyance by which the decedent took 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.
ALL that certain tract of land situate in
Morris Township# Washington County# Penn-
sylvania# containing 3. 465 acres# bounded
on the South by State Highway Route #18# on
the West by land now or formerly of George
Lemon and Joseph E. Rush# and on the North
by line of land of Joseph E. Rush.
' (1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
Insert this total opposite 11real property", Schedule 11A" in the X X X X X
11As Reported" column on the last page of this return.
(2) (3}
DEPARTMENT
VALUATION
ESTIMATED CAUTION MARKET VALUE (Do not write
In this space)
$3oo.oo.);~
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$300.00
' ... RCC-35
.COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E". 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.Q.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 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.
-----r-----·--~----------------------------------~----~~----------~---------------
Item
No.
1.
2.
3.
4.
5.
ITEM
List and describe fully
Household goods and personal effects
Mellon National Bank and Trust Company,
Washington Office"" Checking Account
22 shares Jones & Laughlin Steel Corporation
at $22 1/2
112 shares American Telephone & Telegraph
Company at $51
1148 shares Keystone Gas Company at $1.00
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
UNIT
VALUE
X X
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
400.00)
345.17 j.%,.
495.00
5,712.00
1, 148.00
8., 100. 17
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RCC.-36
Tm~lON'\'K\LTH OF PENNSYLVANIA
TTUNSFER INHERITANCE TAX
RESIDE~T DECEDENT
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SCHEDULE "C"
TRANS FEllS
(1) Did decedent, With,in 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) ~a
(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 ~ecedent 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) ___..N...1.lo.oo!...-__
(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) __ rJ~n~---
(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 ~or the benefit of care of transferor? (Answer yes or no) rJa
(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) __ .~~o~-----
(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) _______ __
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 applical!.le property below in manner in which provided in Schedules A, B, or E.
ITEM DESCRIPTION
None
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" colWIDl on the last page of this return.
MARKET VALUE
(Estimated) DEPT. VALUATION
(Dept. Only)
RCC-38
CQMMtlNWEt\LTH 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.
Percentage Estate Description of Property, Date of Acquisition, Name I Unit
Address and Relationship of Co-Owners, and Place Value Share Valuation
DEPARTMENT VALUATION
CAUTION:..Do not Write
In This Space. of Record of Instrument, where Real Estate. 1
Value of
Entire
Property
First Federal Savings & Loan Association
of Washington~ P~iiDsylvania • Savings
Account ... jointly held with H. Vance Day ...
·$13# 5!i6. oo~ 1/2 of which is
. ~fi;t{£'j)' l a._~ ffo -~0 6, 793.00 fit)1U/ V': . )
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Insert this total opposite "Jointly Owned Property", Schedule ."E"
in the "As Reported" column on the last page of this return.
Value of
Decedent's
Interest
(
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RCC~37 (12-63)
C'Ol\11\IONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
BENEFICIARIES AND ADDRESSES <
State full names and addresses of aJl who
ave an interest, vested, contingent or other
wise, in estate)
Coragene Day Bristor
Prosperity~ <
Pennsylvania
H. Vance Day
445· Palm Street
Washington~ Pa .. 15301
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SCHEDULE "D"
BENEFICIARIES . '
RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF
illegitimate children DECEDENT OF BENEFICIARY
are involved, set STATE YES IN ESTATE
forth this fact.) OR NO BIR'i'H
Daughter·· '. . Yes-. , . . .. 1/2
,.
Son Yes ll2
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Deponent further says that all the above-named beneficiaries are living at this time except below: ~one
NAME DATE OF DEATH RESIDENCE
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Administration t No .. ///.?. .... Year ..... lA .. / ...... .
T!'J THE
:\lA TIER OF THE APPRAISEMENT
OF THE
ESTATE OF
MA.EY. .. MOOHE .. P.AY.,.a.lk/.a .. MMY .. M .. ~· . .DAY
Deceased
Late of .. . . .. . M<:>:r.r.~f3 . .1'<:>"Yl'lf3.1P:P ................. .
County of ... Wa.sh;i,ngton ..
Commonwealth of Pennsylvania
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(Executor-Administrator
must complete "As
Reported" column #1.)
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RCC-81 (2·64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
IN YOUR RIPI.Y PLIAeE
RII"D TO 38-12-1
NOTICE OF FILING OF APPRAISEMENT
H. VANCE DAY
In Re: Estate of ____ MAR=~Y;;....;.;M;.;;.O.;;;ORE;.=....;;D;,;,;A;.;;;Y ______ _
_____ _..:.:Vl::.:AS:::;.;HI:.=.:NJ;::::.;:;.TO.:;,;N:.:.,_. ---County -File No. 63-69-1118
Dear 1-ir. Day:
You are hereby notified that the original
appraisement in the estate of Mary Moore Day
has been filed in the office of the Register of Wills Qf Vlashin~tcn
County on March 18 , 191.Q. Said appraisement reflects· the
following valuations:
Real Estate _,..;.;.. _____ 3.,:,.0:::;0:;:.;•:..;00::.:::.. __ _
Person a 1 Property ___ _:.8~1W:!l.:.O~O:.a·.c.l..J-7 __ _
Jt. Held ~-----.....,.l;6u.··~7<8~.~00:::....,...-
Total ------.....-.-1=..541.L.=:l""9..~-3a..•l!;;.l7_. __
As to such ~az that is paid within three
death, a five (5•) percent discount is allowable.
remains unpaid after one year from date of death',
of six (6.) percent per annum is charged.
months.from date of
As to any tax that
interest at the·rate
Any pariy in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law •.
Date __ ~·-}~~~r~ch~l~8~,_1~9~7~0~----Signed@.£ ~ Q~~
Title W.R. CHANEY, CHIE.F/ APP:nAISER
DATE OF DEATH: September 24, 1969
Note: This is not a bill.
J
,-
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of__:D::..::A=Y:....z., __ :...._MAR=.:..::Y:...._ ___ M_OO_RE _______ DATE OF DEATH _...!.9....:.-2..:..:4:!:...--=6..!..9_FILE NO. 63-69-l.lJS
(Last Name) (First Name) (Initial)
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".
Dated: -----=-03..__---=1=8'--..L-70=-----
09-24-69
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:-------------
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
annuities . . . . .. . . . . . . . . . . . . . . $------4--
ESTATE TAX ASSESSMENTS $ __________ ..~,.__
REGISTER OF WILLS
VALUE AS APPRAISED VALUE AS REAPPRAISED
$ ____________ ~---$ :200 .00
8.100 17
6. 793 00
15,193 17
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Taxon$ _______________ ~---
Tax on $ ----------1----
Tax on $-----------1----
Tax on $----------1---
Tax on $ ----------+--
Exemptions=========l~=
Total Estate --------1---
TOTAL TAX
~
5%
10%
15% •
$
$
$
$
$
$
Less tax previously paid $========f==
BALANCE $----------+---
Less 5% of tax if paid within
3 months after death $========
Add interest at rate of 6% from
-----to --------
AMOUNT OF ESTATE TAX ASSESSED $----------4--
Estate tax paid $ _____ .......~. __
BALANCE DUE
Add interest at rate of 6% from
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
$ ________ _..J. __ _
----------~0-----$ ----------+---
TOTAL TAX BALANCE $ -------+---
PAID $ -------L--
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
Will
Administration ~ No .................... Year ........... .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
MARY MOORE DAY
Deceased
Late of. .............. .1'1QR.It.I$ .. 'l'W~ ......................... .
County of WASHINGTIDN
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~' \. .
Fonn RCC-2·
COMMONWEALTH OF PENNSYLVANIA DATE .................... :M~<::h .... J.$..1. ...... ~.9..7.9. ....... ..
RESIDENT INHERITANCE TAX A ' COUNTY ................... J.1.'3.:~h~~.9.P. ................................ . DEPARTMENT OF REVENUE
I .. ~:.
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 1 7 1 2 7 • · APPRAISEMENT FILE NO •.................. 63.:::: . .6.9::::Jll:$. ...................................... .
Whereas, ................ Mary .... Moor~ .... P..ay .................................................................................. late of ..................... }X9r..:r..:i..~ ... 'r.1tm.~ ................................................. .
in the County of ....................... Ji.a.sh.i.ngt.oo .......................................................................... Commonwealth of Pennsylvania, having died on
the ................................. G.4 .... t..h ........................................... day of ................... §.~P.~.~:b..E:l.~ ........................... 19 ... ?.? .. , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, .................................. W~.R .. ~ ..... G.llil:11~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.
Description of Asset
itEALTY:
Unit
Values
$
Appraisement
Made for Inheritance Tax Purpoaes
300 00 See copy of Schedule "A11 attached to appraisement
1~--------------~~~~----------------------------------------------------~-------H----------~-----
~~~P=ER=S=O=N=AIT==Y==--------------------------------------------+-----~-------+---'
See copy of Schedule "B" attached to appraisement 8,100 .17
JT. HELD: I ~~~====~--------------------------------~----~~--~~-'
See copy of Schedule "E" attached to appraisement 6,793 00
I l~------------------------------------------~------------r-----~-------+---1 l . I 1~--------------------------------------------------------------------------;--------H-----------r----'
Total 15,193 17
1~--------------------------------------------------------------------------;--------H-----------r---' I
form~;v~~fhb~~ ::1h~w<>rll ac/~~=· ~.~ o~·~~~~r.~i=~~~~d~~
....... ' ... ~ ..... J.. ~ser ................ =-~ .. ;2 ....... =.· ... ~.·.·.·· .. ··~ .. ;;.b~~ .. .;:;,-d ... st~;~·t·i········-.................................................... .
.. ............................ ................................. , Penna.
(Post Ofllee)
............................... WASHIID..TON ................................... . County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MARY MOORE DAY
Deceased.
Late of
MORRIS T\•lP.
Date of Death, ........ $.(:?,pt.~.mP.~.:r. .... ?.4 . .t .... J.99..9 ........... .
Appraisemel!t Docket Vol., .............. 3.~:t .............................. .
Page, ........... :I..?..~~ ....................... No ...... 9.?.::?..9.:-.m~t .... .
Filed in Register's Office, ...... ~!".<?.h ... Pt ...... 197.9. .. .
Anwunt of tax dtte, $ .................................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved, ........................................................... .
Wrote abo.ut Appraisement, .................................................. .
Appeal fMm Appraisement, ..................................................... .
Entered and charged, .................................................................... .
--· ·-·----·-· -·--··--------------..
'·
• \
t:· ..
Form RC C·lO DEDUCTIONS ALLOWED IN j
. --
···. OFFICE OF THE
REGISTER OF WILLS
OF WASHINGTON
STATEMENT OF DEBTS
AND DEDUCTIONS
THE SUM OF ............ $ ..... +.tf.. ..... t.:2.Cf c.
DATE APPROVED . . . . . . . . .. ........ ~-:..<.~ .... ?...<!
.
! k
COUNTY
AND AGENT OF THE COMMONWEALTH
ESTATE OF MARY MOORE DAY.
.a/k/a MARY M. DAY
DATE OF FILING APPRAISEMENT d-/,P' /d
DATI!: NO. OF NAME ,OF PAYEE VOUCHSII
4/26 69 West Penn Power Co.
4/26 69 Columbia Gas Co,
' .
9/27 69 Rev. Fischer
9/27 69 w. J. McLaughlin
10/2 69 Bell Telephone Co. ·
. .
10/5 69 K. McVay. ' '
10[5 69 Chapman's
10/6 119 s. B, McWreath's
10/6 69 Mariner & Milliken
Postahe Stamos
1_0/8 169 Wavnesburs:t Floral
10/11 69 Annex Pharmacy
tOL18 69 Upper Ten Mile Church
10/18 69 Davie McVay
i 10/20 69 West Penn Power· Co.
10/23 ~9 Columbia Gas _
11/S 69 Kurtz Monument
11/15 69 Bell Telephone CG.
~#~-
,~Wills, Agent
L.ATE oF Washin5rton
DAT!i OF DEATH _ __:::;s..::::;e..::;p.=;te:.::m=b:..=e:..:.r_2:..4..:J,~1~9~6:..:9:__ __
' REMARKS AMOUNT
Utility 5 14
Utility 4 58
Funeral 20 00
Digging grave 60 00
Utili tv 3 20 .
Rent 15 00
·Groceries 12 12
Dairy 5 58
Funeral Bill 1254 80
'.
6 00
42 93
1 80
Balance of pledge 25 00
Cleanin~t 10 00
Utility 3 85
Utility 5 54
110 00
Utility 2 04
'
11/15 169 Columbia Gas lutility 2 90 ... \
. 11115 169 West Penn Power Co. !Utili tv 1
: 12/15 69 s. B. McWreath Dairy Dairv 1
. 4/1 70 Peacock, Keller, Yohe & Day !Attorney's fee 420
10/6 69 Russell Marino, R~gister . Letters Testamentary 16
1018 89 Wash. Countv Renorts Advertising Letters 14
: 10/18 69 Observer Publishing Co. \Advertising Letters 14 ;
i
( ·Continued)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
I, H. V~CE DAY . HaAEBY CERTIFY, THAT. TO THE BEeT OF
MY I<NOWL!DGE AND BELIEF, THI! FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENS~ 01"
ADMINISTRATION SUBMITTED TO THE ESTATE OF'WN=~~y a/k/a DECEA8ED, AS DEDUCTION& FOR
INHERITANCE TAX PURPOSES.n: •
SWORN AND SUBSCRIBED BEFORE Ml! THIS 6th
o/PL.~N-, ~:~
-----------------<L. S.l
DAY OP'
I
84
24 -
00
00
00
00
.• ) •• ·~~':,l~';...
~ . :...:}.
12/22/69
1/23/70
3/30/70
3/30/70
Russell Marino. ·Register
Russell Marino. Register
Russell Marino, Register
Mary Jane Smith, Notary
Short. Certi~icate 1. 00
Filing Inventory 3.00
Short Certificates 3.00
2.50
2,067.06