HomeMy WebLinkAboutOC1969-1220 - ESTATE OF BARRlIII'~_......L3 L r/21~I
I,ROY BARR,of West Bethlehem Township,Washington
County,Pennsylvania,being of sound and disposing mind,memory and
understanding,do hereby make,publish and declare this as and for
my Last Will and Testament,hereby revoking and making void all othe~
wills,codicils,or testamentary ~ritings by me at any time hereto-
fore made.
FIRST:I direct that all my just debts and funeral ex-
penses be paid and discharged as soon as conveniently may be done af
ter my decease.
SECOND:I give,devise and bequeath all the rest,resi-
due and remainder of my estate,real,personal and mixed,of whatso-
ever kind and nature and wheresoever situate,of which I may die
seized or to which I may in anyway be entitled,to my beloved wife,
Helen Barr,absolutely and forever,provided,however,that in the
event my wife,Helen Barr)predeceases me or we are killed in the
same accident,then and in that event I give,devise and bequeath the
aforesaid rest,residue and remainder of my estate in equal shares
to my two daughters,namely:Kathleen Diane Barr and Barbara Ann
Barr,their heirs and assigns.
THIRD:In the event any of my aforesaid daughters be-
come entitled to share in my estate during their minority,then I
nominate,constitute and appoint the Mellon National Bank &Trust
Company guardian of the estate of the said daughter or daughters
during her or their minority.
FOURTH:In the event of my decease during the minority
of my aforesaid daughters,then I nominate,constitute and appoint
Frank Mayhut,Sr.,and Neilie Mayhut of Brownsville;Penna.,guardian
of the person of my aforesaid daughters during their minority.
FIFTH:In the event my wife,Helen Barr,or my daughters,
Kathleen Diane Barr and Barbara Ann Barr,all predecease me,or we
are killed in the same aCCident,then and in that event,I give,de-
vise and bequeath all the aforesaid rest,residue and remainder of
my estate,unto the Mellon National Bank &Trust Company~to have
and to hold the same as Trustee,upon the following terms and condi-
tions for the use and purposes and with the powers and duties as fol-
low:That is.,said Trustee shall receive,hold and manage said pro-
perty,_and shall invest the same in such stocks,bonds and other prop
erty,real or personal,as the Trustee may determine safe and desir-
able,shall make reinvestments and change of investments thereof,
from time to time,and shall collect the income therefrom with full w-
er in the Trustee to sell,exchange,lease,pledge]mortgage or
wise dispose of all or any portion of the trust estate,in such
and upon such terms as the Trustee may determine more beneficial to
the trust estate.The Trustee shall have full power to determine
whether any money or other property coming into its hands shall be
considered as part of the principal or the income of the trust estate,
and to apportion between such principal and i~come any loss or ex-
penditure in connection with the trust estate,as to it may seem just
and equitable.The Trustee shall have further power to continue to
hold any stocks,securities or other property which it may receive
hereunder s~long as it may consider the same desirable investments.
regardless of whether such stocks,securities,or other property are
in law proper investments for trust funds .
•After paying the necessary charges and expenses incurred
in the management and investment of the trust estate,including the
reasonable compensation of the Trustee for its own services,the
Trustee shall pay over Fifty ($50.00)Dollars per month of the net
income derived therefrom to my mother;Ursa Barr for and during the
term of her natural life and Fifty ($50.00)Dollars per month of the
net income to Catherine Mayhut and Joseph Frank Mayhut for and dur-
ing the term of their natural )ife or the survivor of them.
If,at any time during the life time of my mother,Ursa
Barr,she should be in need of funds in excess of Fifty ($50.00)Dol
lars per month,of the net income from the trust estate in order to
--,.:i...",.....·......~<.••.~.._',<.~
provide for her reasonable care and comfort or because of illness,
infirmities 'or any other emergency affecting her,then I authorize
the Trustee,in its sole discretion,to encroach upon the principal
of the Trust Estate from time to time for ~uch purposes and in such
amounts as it may deem necessary,proper ~nd advisable.
And,likewise,if at any time during the ,lifetime of
Catherine Mayhut and Joseph Frank Mayhut,they or either of them
should be in need of funds in excess of Fifty ($50.00)Dollars of
the net income of the trust estate in order to provide for her or
their reasonable care and comfort,or because of illness,infirmity
'or any other emergency affecting her or them,then I authorize the
Trustee in its sole discretion to encroach upon the principal of the
Trust Estate from time to time for such purposes and in such amounts
as it may deem necessary,proper and advisable.
Neither the principal nor the income of the trust estate
shall be liable for the debts of any beneficiary hereund~r,nor shal
the same be subject to seizure by any creditor of any beneficiary
hereunder or under any writ or proceeding in law or in equity and
no beneficiary hereunder shall have the power to sell,assign,trans
fer,encumber orin any other manner to anticipate or dispose of
his or her interest -in the trust·estate or the income produced there
by.
Upon the death of all three of the beneficiaries of the
trust,that is Urso Barr,Catherine Mayhut and Joseph Frank Mayhut,
then and at that time,I authorize and direct my aforesaid Trustee
.to convert my entire estate 'into cash and to distribute the proceeds
ren of Catherine Mayhut and Joseph Frank Mayhut living at the date
she is unable to act for any reason as my Executrix,then and in
Barr,Executrix of this my Last Will and Testament and in the event
,'.
LASTLY,I nominate,constitute and appoint my wife,Helen
stirpes.
derived therefrom,together with any accumulated income to the child
of the decease o~the last of the said three beneficiaries,per
~'_'-~--,,;'';;,-7-:;i_'-'--r-~_-_.--.,;;·~=·~~c.:=-'.~=-i---...:;.'V_·(SEAL)
Roy (Barf"--/
l,h''''M<li
~,
..,·6
--~-'--_.""'-"'7.-....----_.._._.__..,•.......a
that event,I hereby nominate,constitu~e and appoint the Mellon
National Bank and Trust Company Executor of this my Last Will and
Testament and hereby direct that my Executor shall not be required
to post bond.
IN WITNESS WHEREOF,I,ROY BARR,the Testator,have hereJ
unto set my hand and seal to this my Last Will and Tes"tament this
'j -/2 day of (-....~Vc-.:,"1<'~
'.,1958.
The foregoing instrument,consisting of four (4)pages,
each bearing the genuine signature of ROY BARR,the Testator,was
duly signed,published and declared by the above-named Testator as
and for his Last Will and Testament in the presence of us,who at
his request and in his presence,and in the presence of each other
have hereunto subscribed our names as witnesses thereto.
,'.
J
J\ffibnutt (@f fXtrutnr (@r J\bmtntstrntnr
t;tulr of ,rnnliUlnUniU.}.
QInuntn of mUli~ingtnn lUi.
P all b f th d . d th·Notarv Public .d f 'dersony e ore me,e un ersigne au onty,a.J ill an or Sal
County and State,appeared !!~.!:1.~.~!?~.~~who,being duly
sworn according to law,deposes and says'that he is the executor or administrator of the estate of
B-.Q.¥..J?~.E.B:?:.I.~I~B:9.X..W.,J?.AB-.B:_..deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of....RQ.xJ;~.ARB....e.l.~.l~...B..Qx...W.
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
~~~.cc.to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of<\-~.iJ~.%each item made by the above named Executor Administrator.~'~.'""-?
-..0 '(.~9 S d b 'b d b f h'1st }~,,~'1-q..worn an su scrt e e ore me t ts ..~q.-/.1'~"«'~'A..June 71 .,-~.t2~9'",•,day.,;of 19............"1'1'..•1F'l;:"#",r:'/","-XyC£/£/~:.:'''''~.'~~./i!',,''.J..........................................'if.\1'c;.I.~~-.....',••~.p.0 .,·;..···.."''1 .c.··P·..~I······ ····_........Executor-AdmInIstrator~.«)-;~l.'4otoary Uu IC~'?COv.~.ADDITIONAL INSTRUCTIONS
'0'1;.ql!'';''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.
'$'.An original and one copy must be filed.
l1uuputnrn au~","ppraiarmrut of the goods and chattels,rights and credits which
were of .R.QY..BA.RR ~.lk.l.fA RQ.X..Yl.BA.R.Rlate of M~.r.i~.nn.~h .
Washington County,Pa.,taken and made in conformity with the above affidavit.
BARR,
1961 Chevrolet Corvette
1960 Buick Sedan
Proceeds of unsigned Traveler's Checks deposited in
Estate Checking Account at First National Bank &Trust Co.
Savings Account in the First National Bank &Trust Co.,
Marianna,Penna.
DOLLARS
160J 00
I30000
200 00
1,369 12
CENTS
18,537.76
26,219.40
4,756.00
8,250.34
57,763.50
1/2 interest in the partnership of Hazlett &Barr Clover
Farm Store,Marianna,Pennsylvania
Cash on Hand
Inventory
Fixtures
Accounts Receivable
128,324 88
Accounts Payable
Inventory Expense
$984.72 '
.129.00
1113.72
Total value of Hazlett &Barr Clover
Farm Store
1/2 Interest of Roy Barr,Deceased
-1,113.72
$56,649.76
$28,324.88
TOTAL $31,794 00
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Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
l3-t 9-/~~J
WASHINGTON
J
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the·
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
the In9~ritllnCe.an!i.E.l:!t!lte .Tll:~A.ct of 1!!61.)
-~QX_~:I!~iif~;~!~~~~~:___};::UA;;:OF
Late of M.g.r.J.?np.?•...........w...?..~hj::r.1.gt..Q.p.County ~8K
.....of?~~::;:~:~---._-----}Sli:
County of .
Administrator
........................................................HEL.E.N B.A.RR...
of the estate of the above-named decedent being duly sworn,depose and say
Eueutor
DecedentdJed ~~!?)l:>.~EJ~.."(i;;;;j'19(~2;)·{:::::::t~eaVing a last will,copy of which is hereto attached.}
That as such ~~~.~.~~E~.~depori~nt is familiar with the affairs of said estate and the property con-
(Executor·Administrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following;-
..",,
niSTITUTION .RELATIONSHIP OF JOINTNAMEANDADDRESSOFBANKOROTHERTHISSAFEDEPOSITBOXRENTED
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO_DEC~DENT
.",'.
NONE
....
...-
•..
That the contents of s~id safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attaChed hereto and made part hereof sets forth 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 encqrnbrances upon each parcel of real property at the date of death,giving
the amount still due at death,Qame of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market val\le thereof as of-date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneysle.ft,~y;jhi,gefedEmt
at the time of death,whether in decedent's immedi~te possession,standing to de~~d~~~~~crediJ;tn~banks
of deposit,saVings banks,trust companies,or other institutions,whether individ~lt"Y'or in '~~stfor
any other person or persons giving also separately the accrued interes~thereon,~if ~ny,d~~to the last
interest day prior to decedent's death in the ca~e of savings banks,and to the ftate~of decedent:s death
in all other.cases;all bonds,postal savings,treasury certificates or notes a;id(.o1iiJr,eviden~~:of in-~........--~./"'*,'V '.....;,'"."
debtedness of the Uni ted States to the decedent;all obligations,whether by statJ1te:,·Oor::~gr:¢ementthey
are designated as tax free,of the United States,or any state,or politicai subdivis'ion.?thereof,or ofr,
any foreign country,which are bwned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,borses,carriages,automobiles,boats,and any and all
other personal chattels of whatsQever kind or nature,left by decedent,together with the fairly estimated
market value thereorj 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 or money
of which decedent died possessed,of whatsoever natllre,with interest thereon,if any,giving the race
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 ror 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,bOn~s and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
I'
In the ca~e 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 thr ~air market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer'to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within.two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to-whom.transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a cony
of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint-
ment ves,ted in decedent,,dther individually or,joint~y,by:the will~deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary.
That Schedule E attached hereto .and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fUlly and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of
death;taxes accru~d chargeable for period prior to decedent's death (except,those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein"
have been curried forward and properly registered in the Summary.
Subscribed arig s\vorn to before me this ?.p..4 ..
_________m····.·········,~of ,J\lll~_m19.7.1.../~~rm-----------
~Il_~_.v:··'y f)I-uu--~~.~~.~~.?E~.~?~.!??.A.y~.~.~.~~_.......................................···Nota:r·Y··Pub'ii~c ..fi·i:····:..·~···:·l:·,:·l··~··;··;.::.~~:.~......,......(Street Numbe1')
\"/1-\;>,1,•,J•••'S .;'_:...:c:J '1'1 ~a ~m...~•...._.9~~..?~~!.~.~..MY cC:.r·,,:'.<'T ".1974 - ---------- -MernberlPcnJl~I;v~niaAs~;ciation·ot~tarlcs (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 con~leted as above-directed.
I
I
d
I RCC_34 (Hill)
COMMONWEALTH OF PENNSYLVANIA
DEP,ARTMENT OF REVENUE
I BUREAU OF COUNTY COLLECTIONS
I TRANSFER INHERITANCE TAX
I RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
~.~
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be (1 )(2)(3)
described by lot and block number,street and street number,together with DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH in this space)to be listed on Schedule "Fit and must not be deducted from this schedule.
NONE
"-
I
Insert this total opposite "real property",Schedule "A"in the X X X X X
liAs Reported"column on the last page of this return.
RCC-35
COM¥ONWEAL~H OF PENNSYLVANIA
1RANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Intarigible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.SaVings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goodS,and fUrnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,
IIstocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate o~or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.--......-_._,.;..-----------------..,...--..,...-----..,.--------
Item
No.
ITEM
List and describe fully
1961 Chevrolet Corvette
1960 Buick Sedan
Proceeds of unsigned Traveler's Checks
deposited in Estate Checking Account at
First National Bank &Trust Company
Savings Account in the First National Bank &
Trust Company.Marianna,Pennsylvania
1{2 interest in the partnership of Hazlett &
Barr Clover Farm Store,Marianna,Penna.
Cash on Hand 18,537.76
Inventory 26,219.40
Fixtures 4,756.00
Accounts Receivable 8,250.34
57,763.50
UNIT
VALUE
ESTIMATED
MARKET VALUE
@,/I...Jt.rfJ/
1,600.00
u;j~~,~.300.00
K-cj.~
(JI 200.00
~)(.;j.tr-
1,369.12
DEPARTMENT VALUATION
(Do not write in
this space)
I C7 00.00
f
300.00
~oo.DO
Accounts Payable
Inventory Expense
$984.72
129.00
1,113.72 -1,113.72
1/2 interest of Roy Barr,Deceased
Total value of Hazlett &Barr
Clover Farm Store $56,649.76
0/'it·jJY
28,324.88
TOTAL $31,794.00
O,f·j,·~
.1(79<-/.00,
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X $31,794.O(.5 (7 Y'i.06
RCC-36
comrON1VEALTH OF PENNSYLVANIA
TIl\.NSFER INHERITANCE TAX
~SSIDENT DECEDENT
SCHEDULE "c"
TR.1..NSFERS
(1)Did decedent,within two years ofdeath,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)~O
(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)~O
(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.(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)__~~~O~__
(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)__--Ao.~!.:OO!...._
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)~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)~O
(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 mll;rket 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
~one.
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.---.........-
--------------------------------------------------------
ReC-3S"
,.-CciMMONWE~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.
Description of Property,Date of Acquisition,Name I Unit percentage Estate
Address and Relationship of Co-Owners,and Place I Value Share Valuation
of Record of Instrument,where Real Estate.!
1/2 Interest in partnership of Hazlett &
Barr Clover Farm,Marianna,Penna.
(Listed in Schedule B)
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 PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
-U\,J .\~•t ....RELATIONSHIP SURVIVEDBENEFICIARIESANDADDRESSES(If step-children or DATE INTEREST OFStatefullnamesandaddressesof-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
Helen Barr Wife Yes 100%
o ~4~~'torrington Avenue ,
parma,UhIO 44 :-<4
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C,
----
----~
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Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
ESTATE OF
..
_1
~IATIER OF THE APPRAISEMENT
(Executor-Administrator
must complete "As
Reported"column #1.)
0 ...,""d ~......ct>ct>0 ~...e:..tiltil::l 0tiltilit'::l ""d...,e:....."1 0~til><~"0~ct>C"'..."1
~0 ~"0
t'%:l ct>"1....til '<....~....ct>
enc::~
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~--......::~en en(')(')?'"?'"q oa .,;::::---
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Year .
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7::--1 "'Ic.>I 1 .-..:
--4 ::..J ,--s~c'.---"..
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WASHINGTON
MARIANNA...~.
::::;;;J ~
REPOR"'i AND APPRAISAL-'~__('J -~
:::(.,:1
ROY BARR a/k/a ROY W.BARR~
Late of .
Will
Administration
Commonwealth of Pennsylvania
County of
0~-00,*~
JOHN J.MOSCHETTA ~JR.
78 East Beau Street
Washington~Penna.15301 .~....'-....,.
N~
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~--.....:
"-:l •
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vC't_<tl'O...-3::;.
t".:c..
Form RC C·lO DEDUCTIONS ALLOWED IN J
.,
THE SUM OF $~£q[i!r
Marianna,Washington County,Pa.
•OFFICE.OF TME
REGISTER OF WILLS
AND
STATEMENT OF DEBTS
OF __W_as_h_i_n=g_to_n__COUNTY AND DEDUCTIONS ROVED .~~.Jl?(..
AGENT OF THE COMMONWEALTH ~tf)J ·t ~l 1..J-«-~
_-=0;......;0=----0_9-....:..1c.:;;;::~~<>2...:._/_---L.--Wl:.-=3_...~~~~/_____J~-----:.:
ESTATE OF ROY BARR a/k/a ROY W.~TE OF'
DATE OF FILING APPRAISEMENT ---:J:::.,.u=.n=e_l:..l,!......-:l=9....;.7..:.l DAT5 OF DEATH O_c_t_o_b_e_r_l_6...=.,_l9_6_9 _
DATE NO.OF NAM"OF PAYEE REMARKS AMOUNTVOUCHEIlI:
.John Shrontz Funeral Home Funeral expenses 1258 95
Miscellaneous Funeral Expense F;115 00
Helen Barr Family Ex~mption 1000 00
Cemeterv Lot 250 00
Quinet Monument Company 650 00
Helen Barr Fiduciary's Commission 158 70
Marianna-Scenery Hill TelephOJ e Co.Final Bill 40 59
Centerville Clinic Medical Services Rendered 110 00
Presbvterian-University Hospit13.1 Balance of Bi.ll 1 64
ADMINISTRATION EXPENSES:
Observer Publishing Co.Advertising 14 00
Washin{!1:on County Reports Advertising 14 00
Register of Wills Probate Will and Letters 21 00
Commonwealth of Penna.Death Certificates 2 00
Commonwealth of Penna.Transfer Auto Title 4 00
Notary fees 13 50
TOTAL $5084 38
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF Washin{!1:on sa:
I,HELEN BARR
CL.S.l
N'6tarYUlCCECELIAMOiVL,NOTARY PUBLIC
WASHINGTON,WASHINGTON COUNTII
MY COMMISSIOr~EXPIRES SEPT.16.1974
Member,Pennsylvania Association ofNotaries
y vUJ,154&+/
SWORN AND SUBSCRIBED BEFORE ME THIS -;l;;'1is:..:.t DAy Of'~
/)June 18 71~'27]~-
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RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
HELEN BARR
(Executor ~
IN YOUR REPLY PLEA8E
REFER TO
38-18-2
j
In Re:Estate 0 f -='R.,.O~Y_i.!.Lr/:L.~B~ARR~~·!-·.!:!!a,,-/k~/~a=-...._
___----:W,;;..:A,;;..:S__H;;;:,.IN.::...:..,GT;:,.O:.....N County -File No.6;3-69-1221
Dear MrS.Barr,
You are hereby notified that the o~r~1~·g~1Da~·~,·~1~-------------
appraisement in the estate of ~R~O~Y~W~.~B~AuRRaL ___
has been filed in the office of the Register of Wills qf WASHINGTON
County on Jul,y 29 ,197.l.-.Said appraisement reflects .the
following valuations:
Re alEst ate __
Personal Property 3~1~,7L9~4~.~.OO~·~._
Transfer s --,-_
Total -3.Llo1.j,~7w9!6l4.....j,!OO:!l£·_
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 (5%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e __~J_=ul:::.yL.._.::2:..<9~._=1L.'flL.=1~_
Title FRANCES LEO,CHIEF APPRAISER
DATE OF DEATH:October 16,1969
Note:This is not a bill.
(File in Duplicate)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
IN YOUR REPLY PLEASE
REFER TO
,Director
Bureau of County Collections
Department of Revenue
Finance Building
Harrisburg,Pennsylvania
Dear Sir:
Re:Estate of Roy Barr a/k/a
Dat e 0 f Death _1....0!o!..=.-...1.Y6=-..!.I6cao!9~_
County of Washington
State File No.63-69-1221
NAME OF CORPORATION
A.Corporations
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:
BUREAU USE ONLY
TYPE OF NO.OF INVENTORIED VALUE SUGGESTED VALUE
SHARES SHARES UN IT TOTAL UN IT TOTAL·
------------,----------r-----,.------r------,.---_..--I
1.
2.
3.
B.pon-Corporate Interest
NAME OF BUSINESS ORGANIZATION
1.-
TYPE OF BOOK
BUS.ORG.VALUE INVENTORIED VALUE SUGGESTED VALUE
1.HAZLETT &-BARR CLOVER FARM STOR
2.
3.
Remarks:
$56,649.76
Encl sed is the availableffnancia
above and I
assets.
Fonn RCC -4'7-RI
data for all requests under "B'"
ising any of the above described
nheritance_Tax ~ppraiser
ounty of Wash1ngton
RCC-3!1 (5'68)
ColwONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of_B_ARR_,R_Oy W..c..:e'--_...::a:L..I=k!L.:a=---__DATE OF DEATH 10-16-69
(Last Name)(First Name)(Initial)
FILE NO.63-69-1221
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__w::=''A:=S::..:H:=I::..:N::..:G::..:T:..:O::::N-=----_
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E".
Dated,July 29,1971 ~~~PPRAf.t:!fh-o
REPORT OF THE REGISTER OF WILLS
Dated:
I,the undersigned duly elected Register of Wills in and for WASHINGTON County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,etas to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",lch great or lesser amount represents the sum
allowed as a deduction.
26,709 6220,709 62
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$-------+--
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $----------t---2%
Tax on $?{...'70Q{..?~
Tax on $5%
Tax on $10%
TU~$1~
~e~ti~s *
Total Estate l--_
TOTAL TAX
COMPUTATION OF TAX
$------,-----4--
$.....1~.h~()2:~..J.t;.!::!.;8_
$---------4--
$--------j.--
$---------4--
$---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==
BALANCE OF INHERITANCE TAX DUE $C
Add interest at rate of 6%from
_____to $----~.
AMOUNT OF ESTATE TAX ASSESSED $----~L-
Estate tax paid $....Il-
BALANCE DUE $----11_
Add interest at rate of 6%from
-------ttIO-----$------It=TOTAL TAX BALANCE $-------I
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.
Will (...No.Admlmstration
IN THE
Year .
o
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
R9l:vl~B~..a/y/a
Deceased
Late of MARlANNA,.
r'
.'
,~
County of WASHINGTON..--:~.
•
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,
Fonn RCC-2
DEPARTMENT OF REVENUE..''..."
BuREAtJ OF COUNTY COLLECTIONS
~..
HARRISBURG.PENNA.17 12 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE July.2.9,.1.971 .
COUNTY ~WAS..HIN.G.TQN..
",~.r;:'
FILE NO 63.~.6.9~J2.2l .
Whereas,RQI W.B.AR.R a/k/a late of ~MNNA..
in the County of WAS.HINGTON Commonwealth of Pennsylvania,having died on
the +9.:t.P..day of 9..~~.9.p.~.~..................................19 §.9..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,FRANCES LEO ,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
PERSONAL:
SEE COPY OF SCHEDULE "Bit ATTACHED TO APPRAISEMENT
Unit
Values
$
Appraisement
Made for InheritanceTaxPurposes
31,,794 00
fonn~v:;:fh'7.:::I:h~w<l1"Il.e<:I)r~~1.t·~.~:;~~~~~e~if~~;~~S~~~~
Appraiser
W (Number and Street)
..........................................................I').~.A.!~~.Ay ~,Penna._·_(P~~t·og;)·~···-
........WASHINGTON ..County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
..............................:RQ:r.W"!:I3.~.
Deceased.
Late of
......MARIANNA ..
Date of Death,l.~1.~6.9 .
Appraisemel!t Docket Vol.,J.8 .
Page,~~?No..§?~.~9.~~.~..
Filed in Register's Office,J.uly .2.9 1971 .
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra-isement,..
Appeal fl'O'm Appraisement,..
Entered and charged,.
,
•