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HomeMy WebLinkAboutOC1969-1297 - ESTATE OF ANCHORSLAST WILL M~D TESTAMBNT--------- I,BIRD I.ANCHORS,of the Township,of South Strabane, II ::County of Washington and Commonwpalth of Pernsylvania,bptng of :1 sound mind and mf')mory,do herehy mR.ke,publ.ish and d~clc:lre t"isIII ii to be my Last Will and Testament,herpbv re:>voking and mak Ing :1 void any and all form""r wills or pape:>rs t.esLamDt:tqry in tho:> nature thereof by me made at any time ho:>retofore. SECOND: :1;:FIRST:I direct my EXe:>cutrix/Executor,hpreinafter named,Ii 'I'JI to pay all my just dpbts and fune:>ral pxpe:>nsps as soon aftF'r my II death as possible. II I, :'II!!and remainrlpr of mv pstat~,of'whAtsonve:>r l<ind and whoresopver situate,to my daugl:tpr,Mary A.Moor~,of t.r.~BOl~Oul!,h of Fox Chapel,County o~Allegheny and Commonw~alth of Pennsylvania. THIRD: 1--------:-------------------- II· ·..... becw:>ath a;1 t~·p '['pst,;c>siduf>and rematl"rler of my estate,of wha tsopvpr k i rd ,11"'0 Wh0:"E"sopvpr s i tU2 te,to my son-in-lawJ Samuel M.Moore,of tt"'P BClT"()1)p.:h of'Fox Chapel.County of Allegheny and CommonWP3 1th of p~,..,ns"lvar il1. FCURTH: Moore.nor mv sCf'-il"-l::Jw,Samuel M.Moore,survive me,then and in thqt overt,J ~1ve,devise and beoupath all the rpst,residue sitUAtE',t(j rnv 'wo (?)prandchilrlren,JoA.n L.Moore and Samuel Alfred Moor~,shArp And s~are alike,ppr stirpes. FIFTH:I authorize my Executrix/Executor,hereinafter named,to sel.l a.nv and all real estate of which I might die s o lzed,for such oricps and upon such tprms and conditions,as she or he rtp.ems fit And proper. SIXTH:I nominate,constitute and appoint my daughter, Mary A.Moorp,to be the Executrix of this my Last Will and -1- :rr.~~~~n ~ti\FlirnI.....~.:~:'.'.,:"" O("'er-... •::f II WIrNESS~REOF,I have hereunto set my hand and seal on this II day of ,A.D.1965. f"taaIetlt,she to aerve without bond.In the eTent that my said A.t.~,Jlary A.Moore,i.~able or unwilling to ..rTe as Ixecutrlx of this my Last Will and Testament,then and'in that e..nt,I nominate,constitute and appoint my son-in-law,SamUel X.Moore,to aerYe aa the Bxecutor ·of this my Last Will and "••ta••nt,he to serTe without bond. ------------- -------------,."":L-.------- Signed,sealed,published and declared by Bird I.Anchors, the testatrix above named,as and for her Last Will and Testament, 1ft our presence,who,at her request and Ip her presence,haTe year first aboTe written. ,.~..,,0' ........ \' __________A "J Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA .~. .DEPARTMENT OF REVENUE ~ BUREAU OF COUNTY COLLECTIONS COUNTY OF Jr1l.\;$.Ji;mG~.. 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.Jn!').eritl1nce..and:EE!tllte .T.~;\ct of 1~!J1.) IN THE MATTER OF THE.ESTATE OF }AFFiDAVIT OF ··__··-~i.~f~?:~~~;i·---::;':"'TOf'Sf y Late of ..uuuu..u".uuuuu.u.Wasbingt.Qn ..""...u....u.uuuuuuuu.u.."...........County 1 I 3 ,.. and say ::~f.;....................~::::~~:::},,' U"uuUu,,,,Uu'..u"....uuuuuuuuu.~r.y,:..u~•.J1QQre....u.uu.....uu.............u... of the estate of the above-named decedent being duly sworn,depose Eueutor Decedent'dJed uuuu.uu...u.A:ugustu.u.u....u.uu..ul5 ..u.u..,19..6.Suuuu,r testate leaving a last will,copy of which is hereto attached.} (Month)(lIay)(Year)Lintestate otherN:m:t:::i:::r::.:.r:f.se:tt.t::;::::}Ma..ryE.Moore,.k.eoutrix....uuuu......u.u ...............u...u u whom all correspondence should be .425N.NevilleStreet,Apt.104,Pitts't)urgh,Pa.154J..1uu u .. mailed. That as such ........k~.~.yt.9.r.....,...".........deponent is familiar with the affairs of said estate and the property con- (Executor·Admini&trutor) 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 dep'uty 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 INS1'ITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINTINWHICHDECEDENTRENTEDASAFEPEPQIlITBOXINNAMEORNAMESOFHOLDERSTODECEDENT National Bank:-Bird I.AnchorsPittsbur2h WJ:l.,h';.....-'tm.TI •J:l Offiee Marv E..Moore - .~.--.-_..-~ _. . _.0 _.",_.- That the contents of Said ~afe deposit box or boxes are itemized under Schedules __~B~_of this return,with the exception of the ~Qllowing,for the reasons hereinafter set forth: That Schedulf;'A attllched.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,nam~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 parce'is,'the estimated market va,lue thereof as of date of death of decedent• .That Schedule B attached h~reto and made part hereof sets forth fully and in detail all'personal p roperty,.Ylher.~sover situated owned by the decedent at the time of death;all moneys left by the"decedent' at the time of death,whether in dec~dent's immediate possession,standing to decedent's cr~dit in banks of deposit,~avings banks,trust comp~nies,or other institutions,.~hether individually,or in trust for any other 'person or persons giVing 1l1sQ separately the accrued interest thereon,if any,down to t~e last inter~st day prior to .deced.ent'~death in the case of saVings banks,and to the date of decedent's death •"./fJinallothercllses;all Qonds,postal saVings,treasury certificates or notes and other eviaence of in-.t'•.,,'.'0",.'...•Idebtednessof.the Unitetl-StateS to the decedent;all obligations,whether by statute or agreeme~t they are designated as tax free,of the United States,or any stllte,or political subdivision thereof,or of any f6reign~country,which are'owned at th~time of death;all wearing apparel,jewelry,silverware,pic- tures;books,•.worksof art,household furniture,horses,carriages,automobiles,boats,·and any and all other personal chattels of Whatsoever kind or nature,left bydecedent,together with the fairly estimated market"vallIe ·thereof;all bonds and mortgages held by decedent and'of all claims due and OWing decedent at the"time-of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giVing the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance pol1cles 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 a~d unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's d~~th and other investment securities owned by the decedent ~t the time of death,with the market value thereof at such time. •~! "~.~.. .'r· 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 thereofcas of,the'date or 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-pa~tnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a stat~ment setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also 'set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed br the decedent at the time of aeatrh ' 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,with:l-n two years of decedent's,,f death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said's,chedule 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 copx 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 vested in decedent,either individually or,jointly,by the Will,deed,or other instrument of another,..'-......t .. with a copy of the instrument creating such power attached to the schedule. ~'-."t '.' 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 deatQ,~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 benefi.ciaries named in the decede~t's will,if any,died prior to decedent,the dates 'of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by ,the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vesti ture of real estate and the date or acquisition of.persortalty,plus the name,address and relationship!i~~ny, 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 Impaid at time of death;taxes accru~d 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 cl'aimed 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. .:t!1~,~.~£?z.'?ri..::!::.:1~-. (~~~_)Executrix.. .............4.Q5....N......Ne.v.ille....str,e.et."...,Apt.......lQl1:....... ,(Street Number) ...................P.itt..~J;m,T.gb.~p.~.1II J.5~. (City M Town and State) AN EBERT.NOTARY PUBLIC rnSB RGH,ALLEGHENY COUNTY MY COMMISSION EXPIRES MAY 7,1973 M::.mber.Pennsylvania Association 01 Notaries 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 rel~ting to Schedule "a"are attached.Also make certain'that column #1 in the "Summary"has been properly completed as above-directed. Subscribed and sworn to before me this d?./..~.. ..............................................H ••••••day of ,~19..tr . ...................:. RCC'34 (1-64) C0M1l40NWE~LTH OF PENNSYLVANIA •,DEPARTMENT OF REVENUE BllREAU OF COUNTY COL-LECTIQNS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE IIA" REAL PROPERTY \ Real property in Pennsylvania,with statement of mortgage encumbrances upon each porcel 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 anothe;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 whi ch the decedent took title;If a farm state number of a-FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule. - TOTAL 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. RtQ-3S" COMMONWEALTH OF PENNSY~VANIA TRANSFER 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".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,"books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,."stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in 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. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space) -" 1.Cash in Safe Deposit Box (Box Jl93) Pittsburgh National Bank Washington,Pennsylvania Office Furnishings -No Value EKecutrix gave away the old furnishings in order to keep from hiring someone to haul them away TOTAL Insert this total opposite "Personal Property",Schedule "8ft in the "As Reported"column on the last page of this return. x X 1,350.00 ,-------------------------- RCC-36 commN'mALTH OF PENNSYLVANIA TIUNSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)No (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)No (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?_ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)No (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No . (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others -,-----,-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)No (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to Change, because of a reserverl power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)No (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)_ 'NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION TOTAL MARKET VALUE (Estimated) NONE DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. RC 0-"'",38',r CaMMONWE~LTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY .:;. INSTRUCTIOKS: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 instrumept 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 Address and Relationship of Co-Owners,and Place I Value of Record of Instrument,where Real Estate.! percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest 1. 6. Checking Account (for many years) Pittsburgh National Bank Washington,Pa.Office $583.59 Savings Account (opened 6-7-63) Pittsburgh National Bank Washington,Pa.Office (Joint with Mary E.Moore)$4,437030 Residence -93 Anchor Drive, Strabane Twp.,Washington,Pa.$23,OOO.OO Sold 1-27-69 1/~.;1 People moved in 11-20-68 -,~Ltb.t~ol/;;.6/&/ Lot #8 -Anchor Dri've S6uth, Strabane Twp.,Washington,Pa.$1,800.00 Received offer of $1,200.00 Assessed value $100.00 Tried to sell at $2,100.00 Lot #5 -Anchor Drive South, Strabane Twp.,Washington,Pa.$2,000.00 Received no offers 1~II tjt!;--~l Assessed value $120.00 ' Tried to sell at $2,450.00 2.91 Acres Undeveloped Land Anchor Dri ve South,Strabane Twp.,Washington,Pa.$3,000.00 Received no offers ~ Assessed value $300.00~ Tried to sell at $3,500.00 I ';..6L/Po~1 50% 50% 50% 50% 2,218.65 ~ ll,500.00 1,000.00 ~ 1,500.00 I~~all t\J .)~\VV NOTE:All this jointly owned property is with daughter,Mary E.Moore TOTAL Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. \... ,, t ~.....~ -:E ;:3- en .'.-~1 !- >-~ cD,.,.,~ .(1)G')c -.:z:r t ::r:"""""(j)c::::> t (;t)(f>IlC ~:...,-1 m r»1' -,t;;')-rn .r"t .N ~- ,- ::P-r'.-~0--0--::z::0,.,." ,....~"!' -("> «:-rOto .".., ~...~~ ~. •O~;:,..,~,~~.16 ,.'.:.0 t:f-,~ ,;.]>(J)O .~ " .." ~. t .W ,~-- '. ~. ';,.-\. \..'.t I - RCC~3y ,.(12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT , .';"'~"-',~.~.,;\' SCHEDULE "D" BENEFICIARIES ,- BENEFICIARIES'\AND ADDRESSES "RELATIONSHIP "SURVIVED ;(if step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimate:children DECEDENT OF BENEFICIARY ave an interest,vested,contingerit or other-are involved,set STATE YES IN ESTATE wise,''in estate)forth this fact.)OR NO BIRTH..,- ~,'rV E Moo~e J.?t:,N l\T"''1M '"'"S.j..---.j..A.nt ..,ICILL ''. -.._Pi~"'·",,,'"-Pa;-.:-1 t:,?1 ~_.'..~,:'Daulthter',,,'::'Yes'-....,'"'",-"10m.'"'-,','-..'" , ,I, I .. ,,.. , , i ; .., I ( h Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE :\IATTER OF THE APPRAISEMENT OF THE ESTATE OF Will Administration t No. P.I<THE Year . (Executor-Administrator must complete "As Reported"column #1.) CJ ;~'"C ~..,~~('I)('I) 0 ..,e:...'".='"'"'"0.....,='"C~;('I)e:...'~"1 "1 !l':~'"0>:~"O!l'0"'.c "1 ('I)o "1~:cs "0 ~ ~('I).., '".......'<!l'....('I) Deceased Late of . County of Commonwealth of Pennsylvania REPORT AND APPRAISAL . enc:~II ..~>~~W ..-.....-...0<en en II •, ()()~?"?"?":"a ~~;('.,.~.....; '*~~'*'*'*->'" r.~-('1)_og--.., r"...('l)c..II ..-- :~~-00 '*~'*.,;"..-~'<N >~;;'"'-S':~:.-:.tJ".;~.$;.- :.~'~.'('Ill-:> !0 :...,-- (j 3~:;~.,. .::5jD('Il....c..II •.'~ '.THE SUM OF $l~((Lyf~ T9J:;;;l~#!ZP?~·· Register of Wills.Age.t Form RCC·10 OFFICE OF THE REGISTER OF WILLS OF INa sbj IJgton COUNTY AND AGENT OF THE COMMONWEALTH t~-&f -IZ,~1 i' STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN / ESTATE OF _---'B!:UIRD~··!....&!:I......."AN~C~H~OIf:!:.!R!:.!OS~LATE OF _--.lW1!!.!a2!.ishia!elin.uQi:tJU,!jon~.~C.tllOt.!:un!U.!:!t...y _ N b 15 106«)AUDnst 15.1969DATEOFFILINGAPPRA'SEMENTOVeJILer ,U7 OATS OF DEATH -__..._i!o.ld_e_,l6.II_U_L..-t_!o.L.l......,~_~_ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"''' 'R!>1 ""b E Piatt n.~1 Home Funeral TnTl'o;~e 1.261 63 Individual Headstone 400 00 {Not yet placed) - TOTAL 1,66]63 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF OI~'S8: I,~Z"-'7M:.....&;lj~l:Io'i.Moore,Ex:.ecutrix HEREBY CERTIFY.THAT.TO THE BEn OF MY kNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Bird I.Anchors DECEA8ED.AS DEDUCTIONS FOR INHERITANCE,TAX PURPOSES. .",. JEAN E •NOTARY PUBLIC PITTSBURGH.AllEGHENY COUNlY MY COMMISSION EXP!!?ES MAY 7.1973 Uember.Pennsylvania Association ofNotariea (-- - 't - ,c. ,-( ',;(':/ ,J ,- R C C-BI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT MARY E.MOORE IN YOUR REPLY PLEA8E RI:P'KR TO ) In Re:Estate 0 f ~.=;B'-=I~RD::::.....:I:;.;.:.....:.AN=C.:.:H=:OR:;:.:.s::..___ _____W.;.;.A;:;;.S,;;.;H~I;.;.N.;.;.G_T....;.O_N County - FHe No. Dear Mrs.Moore: 63-69-1297 You are hereby notified that the original appraisement in the estate of Bird Ie Anchors has been filed in the office of the Register of Wills qf Washington County on January 8 ,19...1-0.Said appraisement reflects the following valuations: Re al Est ate _--'---:::--:::~,.....",.."....-- Personal property ~1~,~3~5~0~.~0~O~_ Jt.Held XDo:xa~.---;1:..J.,.7~,J;:;+1~O.:.:.4~5;".-_ Total ....---=1~8~•...I..76~O~.!..=l4:..:::5__ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date J_an_ua__ry::...-8....;:,:....-.1_9_70 _Signed &2.R cf:::J.12 -=''n..~R. Title W.R.CHANEY,CH APPRAISER DATE OF DEATH:August 15,1968 Note:This is not a bill. I ~ .-CC-39 (5-68)•f COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of ANCHORS, (Last Name) BIRD (First Name) 1. (Initial) DATE OF DEATH __8_-_15:..,.-_6_8_FILE NO.63-69-1297 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:__--,:o'"""1,...--~08;;_-_;7,....,,0.__-~-- 08-15-68 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS VALUE AS REAPPRAISED $--------1-- 18,760 45 ----=L.::..:=--4--- $ 1.350 00 17.410 45 18.760 45 VALUE AS REPORTED VALUE AS APPRAISED$----INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ...&••••••••••0 ••••$t=t=L=ESTATE TAX ASSESSMENTS $ FOR USE OF REGISTER ONLY Tax on $-+__2% Tax on $1'1 hqy Jl1 @ Tax on $---------+--5%Tax on $.__10% Tax on $15% Exemptions * Total Estate--------4--- TOTAL TAX COMPUTATION OF TAX $----------+-=--$W/O~...l!o20;)~"'-+I...L..o.,;q~L- $-------+-- $-------+-- $--------1-- $l..-._ (*)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 $t= Add interest at rate of 6%from_____to $--.J AMOUNT OF ESTATE TAX ASSESSED $--~----lL- Estate tax paid $---'l- BALANCE DUE $~~ Add interest at rate of 6%from -------lto-----$-------It=TOTAL TAX BALANCE $-----~, PAID $-1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration j !No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF BIRD I.ANCHORS Deceased ...~ Late of .. County of WASHINGTON.. WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ I, # Fonn RCC-2 # .f .DEPARTMENT OF REVENUE "BUREAU OF COUNTY COLLEcTIONS HARRISBURG,PENNA.17 1Z7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.~~~~:9':?~~.?70 COtJNTY ~~.:?~.~!l:.g~.9..!.l:. FILE NO §?..:§..?..:~.?.?..7 . Whereas,~~.~~..~~.~.~.~?~.~late of W.~.~h.~.J.Hs.t.9n . in the County of W?:.~.h.P.1g~.9IL Commonwealth of Pennsylvania,having died on the J.?~.~day of A~g~~~19 ~.?.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W..,.R..~C..h.aP..~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 PERSONALTY: r.~!":h in S~fe Dennsit.Boy Unit Values $ Appraisement Made for Inheritance Tax Purpoles 1,35C 00 I--------------------------------------+------fl------+---JT.HELD: See copy of Schedule "BII attached to appraisement Total 17,41C 45 18,760 45 WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of BIRD 1.ANCHORS Deceased. Late of "V'lASHINGTON................,,-. Date of Death,Agg~~t 15.,l9.9..$. Appraisel1lCl!t Docket Vol.,~.l!.... Page,d!-?=:~No §~.:::~.9.~.~.9..7.. Filed in Register's Office,~~.p.~y ?.1...19..79.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal ft-om Appraisement,. .Entered and charged,. i ·.