The URL can be used to link to this page

Home My WebLink AboutOC1969-1386 - ESTATE OF SMITH'\/.II...••~_..r .-'.. COoWOFrWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RE:iIDENT DECEDENT SUMMARY Estate of Smith (Last Name) Albert (First Name) E. (Initial) DATE OF DEATH 10-9-69 FILE NO.63-69-1386 REPORT OF INHERITANCE TAX APPRAISER 1-18-71Dated:------------- I,the unjersigned duly appointed Inheritance Tax Appraiser in and for the COU.:lty of Washington Penasylva.'1ia,do respectfully report that I have appraised the real and personal prop~rty as reported in the foregoing return at the ·alues,set forth opposite each item in the last column to the right in Schedules "A","8","C",and "E". wi2(~~~INHEF ITANCETAXAPRA lifER REPORT OF THE REGISTER OF WILLS I,the:uncersigne&duly elected Register of Wills in and for Washington County,Pennsylvania,do respect- fully report thai I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amoilnt is set forth in the last column to the right in Schedule "F",wh'gre ter or lesser amount represents the sum allowed as a deduction. Dated:__1_-_1_,3_-_7_1 _ VALUE AS REAPPRAISED $-------+-- 2 VALUE AS REPORTED VALUE AS APPRAISED $$------.-;-- 14,729 :-67 INVENTORV Real Property (Schedule A) PersOllal Property (Schedule B) Transfers (Scheiule C) Joint-Held Pro~erty (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHE::>UL::F) CLEAR VALUE OF ESTATE Valua'jon of life:estates.or annuities.••• • • • • • • • • • • • • • • • $1- ESTATE TAX ASSESSMENTS $C (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue.$..l-__ COMPUTATION OF TAX $--------+---$=QQ4.llm-4-_ $--------4-- $-------+--- $--------4-- 10% 15% * TOTAL TAX FOR L'SE OF REGISTER ONLY Tax on-$+-__2% Tax on $1,jJ,,'7 7q ('6%)0 Tax on $---.,.-------+---'s<Tax on $+-__ Tax 001 $+-__ Exemp,ions========:::F==Total [state ~__ Less tSIX pr.::viousl)paid BALANCE Less 5~of tax if lPaid wifuin 3 months after de~th BALANCE OF INHERITANCE TAX DUE $t= Add int~rest ;:t ra'_e of 6%from_____-to $__-----J AMOUNiT OF ESnTE TAX ASSESS,ED $-~L- Estate .ax pa:d $----JL-. BALANCE DUE $-----lL- Add interest at rale of 6%from t= ------It'o-----$-----~- TOTAL TAX BALANCE $-------.1PAID$....J FOR USE OF REGISTER ONLY ADJUSTMENTS ~OTE:Where'sub;equent adjustments are made to the above computation of tax by the lO,egister 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 ALBER'r ..E.~.$lfl:rI:I ...... Deceased Late of BENTLEYVILLE . County of ....WAS.HIr~TON·.... . Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ i ,j Fonn RCC-2 . DEP.lR'2MENT OF REVENUE.~.BURE.lUOF COUNTY COLLECTIONS HAR~SEURG.PENNA.17 121 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~~:L.1.gy :~.$..,J..cn.;h .. COUNTY Jqa.$..h.i.-:ngt..QP.... FILE ·NO...9.3..=.9..9.=.+.~.$..9._. \Vh€reas,.A.±p..~.:r.t ~.!em.;l.t.h late of .._J?~D.t.l.~yyill~.. in "he County of W9.-.~h;j,ng!;..9..n Commonwealth of Pennsylvania,having died on the .n.inth day of Qct.o.b.er 19 S.9,seized and possessed of an estate subject to Inherita~eTax under the laws of the Commonwealth of Pennsy}-.rania; Therefore,I,_1i..!B.~.Q.H!\tW;.x ,an appraiser duly appointed according to law, haloing been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the c83hvalue of all annuities and life estates growing out of said estate,hereby file the following appraisement: I~the event that :any future lnterest ln thls estate ls transferred ln possession or enjoyment to collateral helrs of the decedent after the exp:ratlon of any estate for Ufe or for years,the Commonwealth hereby expressly reserv:!s the rlght to appralse and assess transfer lnhe·~1tallce taxes at the lawful collateral rate on any such future lnterest. I Unit AppraisementDescriptionofAssetValuesMadeforInherlt8lceTaxPurposes $ PERSJNAL: See co Py of schedule liB"attached to appraisement 14,729 '57 J'I.HELD: -See CODY of schedule IPE"attached to appraisement 2,613 '17 1'{"\+.~1 17.7'/0 Ihr; ,. ....... ..' " ., .'~~:~.'. :"' '.".... ~:' .,.".. '-/'"~ .,.';..--. ;':'., form:·~~hb~:::~.i:wOl"ll..a~ri~~:~a~o~e~~~.~..•..~•.•...~~~~::h~a~~e~p~raise~~~~i;~!/: APpr~ ........................f0 ~~.~t.),Penna. ...........................J'[q,$htngt.9n .County .•. RESIDENT INHERITANCE TAX·APPRAISEMENT Estate of AJ.b~r.:t",'~,~,..$.mith :. Deceased. Late of ....:Bentle.yv.ille ,:. Date of Deaih,lO...,-9...,.6.9 .. Appraisemeilt Docket Vol.,:3.8 .. Page,32.~.9 :No ~3..:::.~.9.:::-.~:?.$..~.. Filed,in Register's Office,~@.~+.$..:...19...7J:... Amo'unt ,~/tax due,$::.,'J . DEPARTMENT OF REVENUE Received, Exa"!,,,ined and Approved,:.. Wrote abo,ut.Appra.isement, Appeal /"om Appraisement,.. Entered and charged,.. {.;. OJ, ../ ~.-:' ..~, ~;" .··f . j I1 Ij 1j 1!LAST WILL A.ND of TESTAMENT 1) lIII I j 'j i I.1. I 'j., Albert E.Smith a legal resident of Bentleyville.Washington County,Penns71vania Army Serial No.0684071 I gi'\re,devise ~nd be'queath,absolutely ancl 'forever,all my prJpertYt real and personal,owned by me at my death,to my wife, Ma':-garet TrewSmith. I a?point as executrix of my Will,my wife~Margaret Trew Sm!tho I d:.rect that.said executrix shall serve w:.thout bond or surety or secur:..ty. I g:"ve said executrix the fullest power and authority in all ma"Jters e:nd questions,including (without limitE.tion)complete poW'er .and authc.rity to sell (at public or private sale:,for cash or oredit, wi"Jh or "J'ithout security),mortgage,.lease and c.ispose of all prop- er"JY,ree.l and personal,at such ti-rnes and upon such terms and con- di"Jions ~s said ~xecutrix may determine,all without court order. I revoke all prior wills and codicils. ,,,?-In iTitness,I sign,seal,publish and declere this as my lAST WILL AND TESTAl'l1ENT,in the presence of the perscns witnessing it at my re~uest,thisjGday of IlP/i'/L ,1945,at Blackland Army Air Field.Waco,Texas. The£oregoing was at'said date and placs s~bscribedD sealed, published and decl~red by said testator as his .LA.ST WILL AND TES- TA~NT i~our presence,and we,at his request,in his.presence, and the p-esence of each other,.subscribe our names as witnesses' (the final sentence of the Will,beginning with "the words ItIn Witness,18 having be.en read aloud to us by the testator immediate ly' after he had signed the Will,and this ~ttestation clause having been the~read aloud in his and our presence),&11 of us,inclUding the.testartor,being present together thioughout'~e execution and attestatioOn of the Will. i\ffillanit (@f lXl'rutnr (@r i\bministratnr @otate Df Jeau5yluauta.t 55: ((oDUUty ~~Jd Personally before me,the undersigned authority,a gg.t~.:r.y...p..~p..us:.in and for said County and State,appeared M~::..g.~E.~.~T!.~~..§.~.t.~.h who,being duly s"Vorn accord .ng'to law,deposes and says that s he is the ~tc~of the estate of ALEERT E SMITH'execu I?C 0..............................0 ~;deceased,that the foregomg schedules constItute a complete inve::ltory and appraisement of the real and personal estate of..b.},~~.:r.L.§..~§.g,}i.!~, d.~ceased,excrpt real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item o~real and personal estate in the foregoing schedules are determined and stated by the undersigned to ~the fair value of said items as of the date of the decedent's death,ba.sed upon a just appraisement of each i~m made by the above named~~Ki:sffM::ijK ExecutrIX. Swo~~_and s~bscribed before me this...':':£..f!:~...l~~.d~y O(::....:~a;;~~!I;!.;~c ~J:f.;Q..... _,:xe'"utr'i~.....~.........."'~¥ii~""""" ...~&.,i'..'t.f.h If?"..I z..-::-::. ADDITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2 A supple:nental inventory must be filed within thirty days of discovery of additional assets. 3 1 Origin~and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $1(,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.. r REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 Po S.4844.2 ..1InUtntnrg anbl\ppraisrWtnt of the goods and chattels,rights·and credits'which w;:re of A~.f}.~.R:r.~.~§M!.IJi.Jate of ~~.~.~~~.y.y..~.~~~.~.~m Washington County,Pa.,taken and made in conformity with the above affidavit..) J DOLLARS CENTS 'IThunderbir.d"Travel Trailer 1,550 00 1·~6·3 Ford Mustang 1,580 00 10~5L Ford ccnvertible 100 00 Cash benefits received from Consolidated Natural Gas Company~ Employee Tl:.rift Plan -General Trust 1,963 32 Cash benefit~received from Consolidated Natural Gas Company- Employee Tl:.rift Plan -Alternate Trust 8,189 81 Cash benefits paid by Equitable Life Assurance Society -lump SUIT paymenl -Group Annuity Contribution 810 96 Unpaid wages and tax refund received from Consolidated Natural Gas Company 535 58 Veterans Administration,headstone a:llowance I 00..00 Veterans Administration,burial allowance 75 00 Social Secur:ty death behefits 255 00 Joir..tly held assets: Sav:ngs Acccunt,Sewickley Savings and Loan Association of Coraopolis,::leld in the name of decedent and his son,Bradley Warren Smit::l,Account No.8621,said account having been estab~ishedDore than two years prior to death,balance as ot the date 0:£death being $5,227.53 2,613 77 '.'.. 17,773 44 <'~'/ :,,I ~/ I."i "_,r ): Rc'" 027/I /JK, {,.3_fa9-:139~ Inventory and Appraisement IN THE ESTATE OF ...........:A-.b.~.~.~I ~.~§M!.'T..B .. \;\ '...:. Filed ~:·,,19 .. ',j .>-'ti'· ~\~ { &t _ ~~:~,~,~~,t~~~~ ~~ct/\(:[jJ} "2.rri~~~~~1;~ Ch..-~',~:~~;:,o ~.:':Q..~~.•-:::=-...:rr--~ '"'QJrr=-~~Ci[)1 ...,~~ --.;:..i:l C:=J .~ t:::D rr.;.~.. r,"'j ,. r'"'"' ~~i'"V!l.JC:--U ::t:::u'""J =x ---- ;;-..» t.AV-' L .~,,' ANTO,MYSHIN &MARTIN Attorneys at Law 116 Main Street We st Newton,Pennsylvania &-~nff/.r £-5-.2- .~ •t ',-...1 . ~~ Forrr RtC-33.. RESDDE~T DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF 'WAS.HIl'{<:r:r:.9.N..:,:.~:..:. j and sayS Ih~HrANT:This r9turn must be completed in detail and filed in duplicate,'with will attached,with the Register of Wills of the County where decedent resided;RetJrn is due within one year after date of death,unless an extension is granted by the Secre;.ary of Revenue.(Section 703 of the In'-~eritance.an!!.Es t,ateTa,x Act of 1991.) .PENNSYLVANIA:::',;-;~~~~~~~~~~:::::---:}." ..........._M.9.:Eg9.:.!..~.t.r..!..~.~$.m.t.th.!~~.~~..~t..!..~_.......~r of the estate of the above-named decedent being duly sworn.depose S Decellen-..di:ld ......<::...~t 9.q.~.:r (Month) ~me ane.add.=ess of .ttorney or} other autho~ized represe3tative to whom .11 co:res~ondence should be mailed:. .9 19 9...9 f testate leaving a last 'Will,copy of which is hereto attached.} (Day)(Year)L.~ ANT Q,-.....1.1XS..HIN..Jk .MART..IN,.....A.tt..Q.!.n~y .$....~.t..L.~w ~.l6..Ma.in..Street,....We..st...Newton,.Ee.nnsylva.nia. ThRt .as 5.uch ~.~.~.£.~.tr.J~deponent is familiar with the affairs of said estate and the property con- (ExIlelltor·AclminiRlrat.vr) stitlliing 1he assets tflereof and their fair mat:ket value. That :It t"e time of death there was no safe deposit box registered in dec~dent's individual name.or jointly with.0:"as a~'ent or deputy of another.or indecedent's individual name,with right of access by another as agent or d~pdy:wi1h the E-xception of the following:- N~ME AN.ADLRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT UN WHICH DECEDENT EENTED A SAFE DEPOSIT BOX IN NAME OR NAME;OF HOLDERS TO DECEDENT None .. Th~t the ~ontents of said safe deposit box or boxes are itemized under Schedules of this ret-.trn,~ith the ex~eption of the following,for the reasons hereinafter set forth: Ttat Schedulf!A attached nereto and made part hereof sets forth fullv and in"detail all the real propert,in th3 Commonwealth of Pennsylvania of which decedent died having an interest therein.It alsQ sets fo~th the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record the,eGf.It also sets forth in the columns provided therefore the assessed valuation of each of said pareels,the estima"ed market value thereof as of date of death of decedent. That Sche#ule B attached hereto and made part hereof sets forth fully and in detail all personal property wheI'esover situated owned by the decedent at the time of death;e.ll moneys left by the decedent at ~he t~me ef deatn,whether in decedent's immediate possession,standing to decedent's credit in banks of .eposJt,savings banks,trust companies,or other institutions,whether individually,or "in trust for any othe~pe~son or persons giving also separately the accrued interest ttereon,if any,down to the last interest day prior ~o decedent's death in the case of savings banks,and to the date of decedent's death in all o~her cases;all bonds,postal savings,treasury certificates or ~otes and other evidence of in- debtedne$s or the United States to the decedent;all obligations,whethEr by statute or agreement they are designat-3d as t.!I.x free,of the United States,or any state,or politIcal subdivision thereof,or of any forej~eountry~which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other ?ersone.l chat~els of whatsoever kind or nature,left by decedent,together with the fairly estimated marJ:et value thereor;all bonds and mortga.!!es held by decedent and of all claims due and owing decedent at ~h~tjme Qf deat1,and all promissory notes or other instruments in w~iting for the payment of money of .hich deC3dent died possessed,of whatsoever nature,with interest ttereon,if any,giving the face value ~nc es~imated fair market value thereof,and if such estimated fai~market value be le§s than the fac~v~lLe,:t sets forth briefly the reasons for such depreciation'as t.each item;all m9n@ys payable to 1he estate from life insurance policies carried by decedent;all annu:ty and endowment contracts the proceels of ¥hich WEre payable upon the death of the decedent;and all the corporate stocks and dividends flue th3rEon and unp.Lid as of the date of death,bonds and a'ccrued intere~t thereon to the d!\t~of dece- dent's death and ot.er investment securities owned by the decedent ~t th&time of death,w1th the market valLe thereot'at such time. .,.i ,• In the case of securities of close or famll y corporations,the values reported,are as far as possible sUbstant.'rateil :byf'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 s~pport 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 w,ith a,statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.,It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death.' The Schedule C attached heret~a~d 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 transfe~ee and all other facts of a pertinent nature regarding said transfers.In the case of t~ansfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or'other instrument creating the trust.'TherA is also set forth in said schedule a list of 'all property,real and personal,with its value,Which pa!;;ses at decedent's death by virtue of the exercise by decedent,either indlvidually,orjointly with another,or any power of appoint- ment vested in decedent,e'-ther indiv~duaqy'or jointly,by the Will't deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 0 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 c'ontains 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 attach:d hereto .and made a part hereof sets forth all property,real and per- sonal,owned by the decede~t 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 attache~hereto and made a part hereof sets forth fully and in detail all debts and deductions clai.med 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 Irnpaid at time of ~..death;taxes accrued charge.able for period prior to decedent's death.(except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together With a statement of collateral pledged for obliga-; tions,if any.It is agreed that the fiduciary ,will present proof of said claimed obligations upon re- quest,that if the amount'actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming'and allowed,that the same will be repo,rted to the Register of Wills,and that the'amoUnt of tax asses'sed can be reassessed in accordance therewith. That the t~tals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,. have be~n carried forward and properly registered in the Summary. "t, Subscribedllnd..sworn to.before me this ,, ...: :;..,$..I-:&:day..of 2b~~,.~;.",=:19..7...q .. ...........~~~~~:(~~g.,..,zJ~~..,, . LUCILLE R.HALL,,Notary Public Wegt Newto~,Westmorela'nd County· My Commission Expires Septemberllr1971 ~Et~~~4i~.g __. (Street Number) .....l.?~.gn~.Y.Y.~n~..L ..P~.g.~,~y.ty.9.:g.i.~. (City or Town and State) NOTE:Before'signing'affidavitmake 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 cer.tain 'that colUmn #1'in the "Summary"has been properly completed as above-directed. SCHEDULE "A" REAL PROPERTY RCC'~4 (1-64'COMIIo.ONW~ALTH OF PENNSYLVANIAD'tH~";e.RTM~E·~TOF REVE~UE BUREAlJ.Of.COUNTY COLLECTIONS TRAI'SFER "INHERITANCE TAX R§SIDENT DECEDENT '~.::"1,,"-!'..;~..." 14,,;'"".:\'::11-,:)}.1\~-;~!~f:~~ ,)-.!',:¥~,,:~15~~~•• Real property in Pennsylvania,with statement of mortgage encu,!!brances upon each porcel at death of dece- dent.Where proJerty held as joint tenant or tenancy by entireti~s,report·on Schedule "E".Property held by the decedent as tenant in common with another or others,sho.uld be ident fied as to quantum of interest and the estimated value should be that of the decedent's interest only. The real pro~erty located In the Commonwealth of Pennsylvania should be (1)(2)(3\descrbed by lot and block number,street and street number,together with DEPARTMENTageneraldescriptionofthsproperty,with a reference to the record of the ASSESSED VALJE VALUATION convelance ry which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;elsa st.ltement of mo tgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdeco!ldent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be Usted trI Schedule "F"and must not be deducted from this schedule. None Insert this totJI opposite "real property",Schedule CIA"in the X X X X X "As Ret=orted"column o.the last page of this return. RC9.-35 ~Cb~aNWEALTH OF PENNSYLVANIA rRlNSFER INHERITANCE TAX 1E3InENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY I NSTRJCTIONS:This Schedule must disclose all tangible and intangible p~rsonal property owned individually Jy th~decedent,at the time of his death~Property owned by the decedent jointly with another or others :Ilw:t -Je listed under Schedule "E".Intangible personal property,titl"d in the name of the decedent,but ?aJab::'e at death to another or others,including but not limited to P.Ct.D.U.S.Savings Bonds and tenta- ~i¥e ~rust accoQ,ts,must be listed,despite the fact that they are no~of the administered estate. Tangible personal property should be listed first (e.g.je~elry,wearing apparel,household ~ools,and furni~hings,books,paintings,automobiles,boats,etc.) Intanglble personal property,such as bonds,treasury certiricates,cash on hand and in bank, !:to ~ks-,mortgage~.,notes,together with accrued interest or dividends,salaries or wages,insurance pay- Ebl~to the estate or fiduciary in said capacity,partnership intere~ts,interest in anyundistributed Est~te of or income from any property held in trust under the will or .agreement of another,even though lQc~ted outside ~f the State,at the time of death,should be listed lin this schedule. Item No. ITEM List and describe fully "Thunderbird"Travel Trailer 1968 Ford Mustang 1951 Fo:t:-d convertible Cash ber..efits received from Consolidated Natural Gas Company -Employee Thrift Plan -General Trust Cash ber-efits received from Consolidated Natural Gas Company -Employee Thrift Plan -A:"ternate Trust Cash benefits paid by Equitable Life Assurance Society _.lump sum payment -Group Annuity Contribut.ion UNIT VALUE ESTIMATED MARKE.'l'VALUE I 1,550.00- 1,580.00 100.00 t'1,963.32 I'8,189.81 810.96 DEPARTMENT VALUA~ION (Do not write :.n this space) II SSO.Oe _OC Unpaid W3.ges and tax refund received from Consolidated Natural Gas Company Veterans Administration,headstone allowance ~ in the amount of $100.00 ,t I Veterans Administration,burial allowance in :he amOU:""lt of $75.00 Social Se.:urity death benefits in the amount r... .)f $255.00 535.58 Insert ~l~s total opposite "Personal Property",Schedule "B"in the "As Rcpo~ted"column on the last page of this return. x X 14,729.67 ,. •,CaMMON,WEALTH OF PENNSYLVANIA Tr:AKSFER INHERITANCE TAX. RI SID~T DECEnE~T SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIOKS:Thi3 schedule must disclose all property,real and persorol,owned by the decedent jointly w:.th 8.Ilother or ethers,including intangibles,standing in the name o)f the decedent and others.List real e~tate first~as entireties,or joint tenants,giving brief descri~tion,as indicated under Schedule "A",plus the dat~and place of record of instrument effecting vestitu~e,but do not include entireties or out of state r~al estate value in estate valuation column.Persona:property should be listed as in Schedule "B",plu;date of acquisition,and the name,address and rela~ionship (if any)of co-owners to He de0edent. Descri}:tion of Pre·perty,Date of Acquisition,Name 1 unit percentage Estate Acdress and Relat:onship of Co-Owners,and Place Value Share Valuation of Iiecord of Ir..strument,where Real Estate.( House-and lot :;ituate at 502 Washington &tree:,Bentle"iVille,Washington County, Pennsylvania,held by decedent and his wif~ret Trew Smith,as tenants by tlie entiretie s.Se--e deed frorh Olen EUGene Conrad et ux.to-Albert E.o Smith et ux.dated October 31,1966, and recorded in the office of the Recorde d Deeds in and for said County in Deed Book Volume l249,Page 368. Condominium apartment situate in Montague Township,Sussex County. New Jlersey -Apartment No.2AB2 in Holidc.y Lake No.10 Horizontal Property Regime togethe,r with the 20.5 percentage interest in the common elements accord- ir.g to the Decla.ration of Condominium da.ted September 27,1967,and recorded with the Sus sex County Clerk in Book 8~4 of Deeds,]page 164,on September 28,1 S67,and more fully described on the plans attached thereto,held by de- ceden~and his ".vife as tenants by the e~.=..... DEPARTMENT VALUATION CAUTION~Do not Write In This Space. Value of Value of Entire Decedent's Property Interes~ -Savings Account,Sewickley Savings and Loan Association of Coraopolis,held in the name of decedent and his son,Brad- ley Warren Sm:.th,Account NQ.8621, said account having been established more than two rears prior to death, balant'€d:s-ort"he date of death being $5,227.53. Savings Accoun'':,Sewickley Savings and Loan ;.s sociation of Coraopolis,held in th~name of decedent and his wife,_Mar- gs=et !rew Smith,Account No.8619, ball.anc~as of the date of death being $2.,500.34. Insert this btal opposite "Jointly Owned Property",Schedule "E"d~/&7'J in the "As Reported"colWlD1 on the last page of this return.·2 ,0613.77l.-,,=.·"'-f ....-...,J "'._.~;:l·,t.~; COmW]'\'E;.LTH OF PENNSYLVANIA TIl\.NSl"ER INHER:::TANCE TAX R~8IDENT DECEDBNT SCHEDULE "c" TRANSFERS (L)Die.de~edent,within two years of,death,make any transfer of any ma;.erial part of his estate,without receiv:.ng a v.lluable and adequate consideration therefor.?(Answer :"es or no)No (~)Di.~decedent"within two years of death,transfer property from himself to himself and another or otters (including a spouse)in joint ownership.?(Answer yes or no)No (~)If the answer to (1)or (2)above is in the affirmative state: (a)Age:of decedent at time of transfer _~_ (b)StOlte of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (~)Die decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate considEr~tion therefor which was to take effect in possession or enjoyment at or after his death.? (Answer yes or no)_-=Nc.:..:::o:........__ (a)Wa~there any possibility that the property transferred might return to transferer or his eSI.ate or be subject to his power of disposition.?(Ans'wer 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 v3.1uable and adequate consideration the-efor under which transferor expressly or impliedly reserves for :"1is life or any period which does not in ract erd before his death: (a)The possession or enjoyment of or the right to income fron the property transferred.? (An3wer yes or no)No :b)Th~right to designate the persons who shall possess or enjoy the property transferred or incJme therefrom.?(Answer yes or no)No (6:If the answer to (5)(b)above is in the affirmative,state whether tlte right was reserved in decedent alome oT!'other:;--,-_ (7:Did decedent i:l his lifetime make a transfer,the consideration for ~·hich was transferee's promise to pay inc~me to or for the benefit of care of transferor.?(Answer yes or no)No (8;Did decedent,at any time,transfer property,the beneficial enjoymeLt of which was subject to change, becEUse of a reserved power to alter,amend,or revoke,or which cOll]d revert to decedent under terms of tran~fer or by operation of law.?(Answer yes or no)No (9~If fhe ~nswer LO (8)above is in the affirmative,was the power to a]ler,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others.? (Answer yes or no)_ NO~1:Th~anSwers to these questions should be supported by affidavit.by the attending physician as well as a ccpy of the death ceI"tificate. NO~E 2:If answer to any of the above questions is yes,set forth below a description of the property tr~nsferred!it's rair market value at date of death,dates of transfers and to whom transferred,with re]atlor.shi~of tr~nsferees "to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed tc be non-taxable,also submit detailed statement of facts on which said claim is based. N01E 3:List applicable property below in manner in which prOVided in Schedules A,B,or E. ITEM DESCRIPTION MARKET VALUE (Es:.imated)DEPT.VALUATION (Dept.Oniy) Insert thi3 tatal opposite "Transfers",Schedule "C"in the "As Reportad"column on the last page of this return. ,".'",....," .'.'.,If!lCe.:...]?.,":.02-63) COl\fI\KNV·Ef.LTH OF PENNSYYLANIA TRA,.NS?EF:mHERITANCE:TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES , NAME DATE OF DEATH RESIDENCE / No e:<:c ;:lotions I l I I /, Deponent fI.,.tll.er says th3.t all the above-named beneficiaries are living at this time except below: I RELl\TIONSHIPBENEFIC:ARIES AND ADDRESSES (If step-children or SURVIVED I-ATE INTEREST OFStatefalln~es and addresses of all who illegitimate children DECEDENT OF BENEFICIARY ave an iJtecest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,,in estate)forth this fact.)OR NO BII:RTH .Mc.r(aret Trew Smith wife yes adult entire estate 50.~Washington Street BenCeyville,Fe nnsvlvania I , 1 ,, , I / /~ ( h SUMMARY Real Property y (Sch."A") Personal Property (Sch."B") ~~~~S.f~:.S...::::":.::·:::::·::::.:::::"::.::"·:::.it:·:·:t{d:,·~"·:::::·":.(~~·.·'~"~. ....................................................,::,;,:'. Gross Taxable Estate ...... (1) (As Reported) $. $J.1;..?J.,q ~..? $. $:2.,..b.I3...:../.2 $.$···:1:?I.3·o/.3:~'i..1..:. ,'J (2) (As Determined) $........ .$..../.'(..lcJJl.~2. $.. $..oJ,.Io./J...72. $ . :$../.1;.3Y...i ..ij'... ,.~e;;~" t-o ;'t:lZ41;~:til:rJ ...:lQ)::E :~><<~:41 fI}(J),Q -.".......'""'"""..:-,;-<-J .,<:~e:.=~~::u c::,)~~'2 c..:l>TTl :;:tJ~I:)~c..c.n (7')C =~-~~til 2:<...,....-(n rn<::z:~~,-(J)01 C-i ~~-~VI Q -cO'-{rr-r:.r-::.z,: ~C \-,;f'-.)I i I <:5 ~::r:\&0 <C Z (")ITj r-0 ....ilJ ~-!::v _.-!"-~1Zt-o :n ~I ,-./0 t....~.....~z 0 ...-----0 '0 Cl:-:j ..I••:::='11 ...c 0 :;;~-'9' c ~--0 0 :e ;;;U0~0:-:c..-',p ilJ W r 2~~~.....~e:.='""0 r 0.b 0 c 1>-(j)-VI <:0 -'2 .....~.~-0 E'§~QJ =E---0~"'0 (':0<...:l U U .,I.... DEDUCTIONS A~L~WED ~N ./ THE SUM OF $l..~;i...~~ ~~Ljr.:2L~,~ STATEMENT OF DEBTS AND DEDUCTIONS ESTATE OF -:--=.:===.::...:..::......:=-=-=:..::.:.;::.=..:::;.::;.=--__LATE OF B_e_n_t_t_e.4y_v_i_l_l_e _ OFFICE OF TNI: .REGISTER OF WILLS OF __V;:..:·.....:a::;.>:;:;:.'~h:.:::i==n;.l:g..:t:.::o::.:n::.-._COUNTY Form FC C.10 D"'TE CF·FILING APPRAISEMENT DAT&01"DEATH __...."..::O=c.::.t::::o.::b:.::e~r=--9t..!...,......:.1..!,9...:6::..9£.-_ DATE toO.OF NAMa OF PAYEE REMARKS AMOUNTV.UCHC"I 3.eQ'ister of Wills issuance of letter s,etc.'"18 50 3.eQ'ister of Wills filing inventory .f/4 00 :\IlarQ'aret Trew Smith family exemption 1,000 00 iI .~nto,Mvshin &Martin counsel fees ~1,350 00 -.11r.-;lle R.Hall notarial se:tvices 10 JO William B.Ford,M.D.medical ser.vices '"20 )0 -Shadvside Hosoital hospital services J 286 -±2 i Greenlee Funeral Home funeral service s ,1,914 10 Monone:ahela Cemetery interment .100 1)0 ::-ame s Quinet I 195 00gravemarkerandservices Flower Shop account ".10 0.8 First Federal Savine:s and Loan ,-mortgage I 10.966 "'5 As sociation of Port Jervis, -.l'lt::W .1 U.L".K - I I ':"'otal 15,875 6:5) COlllMONVtotEALTH OF PENNSYLVANIA } COL'N"1V 0;:Westmoreland S8: IJ Margaret Trew Smith, MY KN::lW _!:OGE AND Bt::LIEF,TH!:·FOREGOING IS A JUST AND TRUE srATEMENT OF ADSI";.STF:ATlCN SUElMlrTED TO THE ESTATE OF Albert E.Smith INkERrrAI':CE 'lAX PURPJSES. HEREBY CERTIFY,THAT.TO THE BEaT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF ;:"'4:'l.L!'44tLJ?2.L-.L:.Ll'.4...u..L~:6tz:bd,&~L-(L.S.) DAY OF (a aret Trew'Smith.Executrix of the Estate of Albert E.Smith.deceased) ,lUCILLE .R.HA _L,Notary Public West NELYto,n,We5tmorela>n~.CountyM~'~or'rtmlss:on Expires.Sep.tember ·H,J~7J <- ·\f d •.0J N01.:;NIII SVHI S111ft\J[)~31S!~3U 'O!MHJV~~'njSSn~ ·1 ........... f'" R C':-81 (2-641 COMMONWEALTH OF PENNSYL VAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISIO.N NOTICE OF FILING OF APPRAISEMEN~ k1a.rgaret Trew Smith IN YOUR REPLY PLEA8E REFER TO 38-32-9 J In Re:Estate 0 f __---:A;.;.:l::;b=..e:::.::r;:..t;:..,;.;.E;.c.'::..•...;S;;.:IDl='t:::.::h:.::....._ _____l.....vi...a.."s.....b...i ...negt.....,o.......n County -File No.63-69-1386 DEar Mrs.Smith, You ere hereby noti fie d that the __---.,;o;.;r;.;i~g~im.=;;.;;l~_ aFPraisenent ir.the estate of_·__~A~l~b~e~r~t~S~m~l~'t~h~_ ha~been filed in the office of the Register of Wills ~f Washington Ccunty OD ,lamlBrJr J 8 ,19-21.Said appraisement.reflects·the fOllowing valuations: Jt.Held As to such ~ax that is paid within three mon.hs·from date of derth,a five (3%)percent discount is allowable.As.o any tax that re~ins cnpaid ~fter one year from date of death,interest at the rate of six (e%)per~ent per annum is charged. Any p~rty in interest who is aggrieved by an appraisement may apf.l=al tbereTroll as provided by law. Da-.=__...;J::..:a::::::n.:.::lla==..?.Ly....;I=.·8:::.,.z....:1::...<9'-L7..=1'--_ DflJ1'E OF DEATH:Octcber 9,1969 No'e:This is not a bill. Signed Title ttl ~-'l'MMw./. Yl.R.CEANEY;CHIEF APPRAISER