HomeMy WebLinkAboutOC1970-0523 - ESTATE OF HUSTON..
Form RCC-33 COMMONWEALTH OF PENNSVL VAN lA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
WASHINGTON
j
RESIDENT DECEDENT COUNTY OF ........•...... ' ........ , .... ' ....................•........
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
=-------t"'-h"'"_e'-___ I_n_h.:...e.:..,_r~itance_an~ _Estate ~ax A,ct o:t: lQfJL)
............................................................ G..MC.~ .... G. .. ~ ........ P.:E.;:.YO RE
of the estate of the above-named decedent being duly sworn, depose S and sayS
Decedent died 24 ............................. .... , 19 .. } Q ...... ,J testate .leavi(lg a last will, copy of which is hereto attached. }
(Y~ar) L int-e-s·t->tt-e (Month) (I lay)
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
620 Grant Building, Pit1;:$l:>l.l:r:-gl:l, Pa. 15219
That as such Executrix
( Jl:xt~c:u tor-Admin istra.tor)
deponent is familiar with the affairs of said estate and the property con-
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:-
w
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO_ DEC~DENT
.P.N.Bl Monongahela Office Grace c. De_y_or_e dauahter
-
That the contents of said safe deposit box or boxes are i temi.zed nnder Schedules
return, with the exception of the following, for the reasons hereinafter set forth:
_E __ of this
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 th'e mortgage encumbrances upon each parcel of real property at the date of death, giving
the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record
thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels, the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent
at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks
of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for
any other person or persons giving also separately the accrued interest thereon, if any, down to the last
interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death
in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent; all obligations, whether by statute or agreement they
are designated as tax free, of the United States, or any state, or political subdivision thereof, or of
any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic-
tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all
other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated
market value thereof; all bonds and mortga~es 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 i tern; 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 o:f death, bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death, with the market
value thereof at such time. '
In the case of securities of close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the'date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements sho·.vfng the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted, It should also set forth in itemized form, together with the fair market value
thereof, any other property owned or bequeathed by the decedent at the time of death,
The Schedule C attached hereto and made part hereof sets forth a true 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 decedentis 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. TherH 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,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto .and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of 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 <:>f
~ .. death; taxes accrued charge.able for period prior to decedent's death (except. those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and. that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,.
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this ................................ .
................ : ...... :::u.-: ... 3. ............. day of .......... ~ .............. 19.7../.. .. .
......................................................... ~ ... ~ ............... .
LORETTA SEMLER, Notary Public
Pittsburgh, Allegheny County, Pa.
My ~9JTimis#on 41xpires Feb. 20, 1975
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
..
RCC-34,(1-64)
C!)MMONW.EAL TH OF PENNSYLVANIA
pEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY -' '
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by
the decedent as tenant in common with another or others, should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together wl th
o general description of the property, with a reference to the record of the
conveyance by which the decedent took title; If a farm state number of a-
cres; also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are
to be listed on Schedule "F" and must not be deducted from this schedule.
1. House and lot, 813 Howard Street,
Monongahela, Pa. Reference -Washington
County Deed Book Volume 668 page 372.
Value based on appraisal, copy of which
is attached
2. House and lot, 1368 Fourth Street,
Monongahela, Pa. Reference -Washington
County Deed Book Volume 976, page 710.
Value based on appraisal, copy of which
is attached
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
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.
(2) (3)
DEPARTMENT
VALUATION
ESTIMATED CAUTION MARKET VALUE (Do not write
In this space)
1f;j'
9, ()00. $ 9,000.00 Oo
irK/4') .
36,452.00 J ~, r{SJ. .oo
45,452.00
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RCC-35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of the dec~dent, but
payable at death to another or others, including but not limited to P.O.D. u. S. Savings Bonds ~nd tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estat\.
Tangible personal property should be listed first (e. g. jewelry, wearing apparel, hou~ehold
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•
1.
ITEM
List and describe fully
4 shares conunon capital stock of The Dow
Chemical Company, a Delaware corporation-
UNIT
VALUE
N. Y. Exchange 71.52E5
2. 42 shares conunon capital stock-North
·American Rockwell Corporation, a Delaware
corporation -N. Y. Exchange 15.6875
3." Deceased, as executrix of Estate of John '1.
Huston, Jr., deceased, had an estate chec~ing
account in the Donora office of Mellon
Nat'l Bank & Trust Company, subject to
payment of inheritance taxes and legal fees
set forth in Schedule K of the u. S. Estate
Tax Return. Deceased was sole beneficiar~
of Estate of John T. Huston, Jr., deceased
4. 5 rooms of household furnishings situate at
1368 Fourth Street, Monongahela, Pa. 15063
5. Personal clothing
ESTIMATED
MARKEl' VALUE
tK(t~
286.25
1(/t"
658.87
at(r-0
949.43
rtf\(-t ~
100.00
0.00
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
X X 1,9.94.55
DEPARTMENT VALUATION
(Do not write in ·
this space)
j()().O o
RCC-3S
f'O\r..!Ol\T'm.-\LTH OF PF~NSYLVANU
Tll\.NSFER I:\'HE!UTA_NCE TAX
l1I"<:SIDE:-IT DECEDENT
SCHEDULE "C"
TRA.NSFEPtS
(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) _._nu.a..._ __
(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) -~N~O~---
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no)_~~~J~0~---
(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 reserved power to alter, amend, or revoke, or which co11ld revert to decedent under terms
of' transfer or by operation of' law? (Answer yes or no)_~Nu0~---
(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
NONE
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last p:.t~e 0f this return.
MARKET VALUE
(Estimated)
$ 0.00
DEPT. VALUATION
(Dept. Only)
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Will of Grace C. Huston
I
ill KNOW ALL MEN BY THESE PRESENTS, that I, Grace C. Huston,
! of the City of Monongahela, Washington County; Pennsylvania,·
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having full legal capacity in the premises, do hereby make this
my Last Will and. Testament, hereby revoking and making void any
and all Wills by me at any time heretofore made, in manner and
form as follows:
'1. I direct my Executor, hereinafter named, to pay
al~ of my just debts, funeral expenses, transfer inheritance, ·
succession and estate .taxes for the payment of which my estate
may be lawfully liable, and the expens~s of the administration of I . ·I
i my estate as soon after my decease as may be proper and expedient.~
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' 2.· All the rest and residue of my estate, both real
' and personal, and wheresoever situate or found, of which I may die;
seized or possessed, or to which I may be entitled at the time of
my decease, and remaining after the payment of the several items
set.forth in the preceding paragraph 1. hereof, I will, devise
and bequ.eath unto my husband, John T. Huston, in fee simple and
absolutely; providing, however, that he shall survive me in life.
In the event that my said husband should predecease me, or in the
I event that my husband and I should meet simultaneous deaths~ then,
~~ and in either of said events, I will, devise. and bequeath all of
!l my said residuum estate unto my daughter, Grace Huston Devore,
1~ wife of George M. Devore, of the City of Monongahela, Washington
i County, Pennsylvania, in fee simple and absolutely. I . I 3. I hereby appoint my husband, .Tobn T. Huston, to· be
I the Executor of this my Last Will and Testament. In the event ·
I that my said husband should predecease me, I appoint my daughter,
,l ll Grace Huston Devore, ·to be the Executrix hereof. ,,
ll-IN WITNESS WHEEEOF, I, Gra.ce C. Huston, the Testatrix,
•I ! have hereunto set my hand and seal this twenty-fourth· day of
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1 November, in the year of our 'tord one thousand nine hundred and
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:.: ."' I . : .. ; :: ' Th;: foregoing instrument was signed, sealed, published,
. · i acknowledged and. declared by Grace C. Huston, the .above named ·
·.··.I Testatrix,· as a,d for her Last Will and Testament, in the presence
.· ... ::~·,1 c:if .us, . who, at her. request, and in her presence, and in . the pres-
1 ence of e~ch other, •have hereunto subscribed our names as wit-.... · , .; I
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RCC-3S
CCMMONWEI\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 1 Unit
Address and Relationship of Co-Owners, and Place Value
of Record of Instrument, where Real Estate. !
percentage Estate
Share Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
Value of
Decedent's
Interest
The following property was held jointly by ~he dececsed, Grape c. Huston, dec'd,
1368 Fourth Street, Monongahela, Washington County, Pennsylvfinia with Giv-ace H.
Devore, her daughter, 1024 Stanton St:reet, ~onongahEla, Penn~ylvania, a~ joint
tenants with the right of survivorshif and ~ot as tEnants in common at ~he time
of Mrs. Huston's death, March 24, 197(:
. ./ Savings Account No. 261, PNB,
Monongahela Office 7-;)../-t..lf--/10,S32.56
Savings Acct. No. 711-687, PNB, _t~~ ~~
Monongahela Office .. 1/3 O-'fQ i / 6, l 25. 0,0 )?<J%-6, 12S ~ 00 &, 1 JS, Oo
Certificate of Deposit No.32043;· [,o70_...., .\"t
PNB 1-';)...)-(pq I 6,(00.00 7{1%. ~ 6,000.00 t,OCV.06
\}II\ Certificate of
PNB
Certificate of
PNB
Deposit,No. 2622~ V #M" 1-;J..t.--~ 6,coo.oo 50% \11(3,000.00 ~aoo.oo
Deposit No.l0734, ~\
Certificate of
PNB
7'"'7""' ( ~ 16' c 00 0 00 50% 1" 3 '000 0 00 ~ ooo.oo
Deposi 1; N.,9. ~17 6'1, · 11L~
t,-t-&7 6,COO.OO 50% 1yr3,000.00 ~,ooooo
Savings Acct. No. 160-360982,
Mellon Nat'l. Bank & Trust Co.
Savings Acct. No.
W.P.N.B., Donora Office_,c 7
u.s. Series H. Bond
Checking Acct. Mellon Nat'l.
Bank & Trust Co. ~~~
Checking Acct. W. P. N. B. ~ ( J
9,3 63.62
5' c 00.00
6,2 53.31
6,3 32.59
· 50%o/-,., f4 '681. 81 Yr ,;r;. (/
50%*· 2,500.00 j S"()o.oo
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50%~ 3,126.65 3 /~b-t, .s-
50%~;(, I
3,166.29 .S;IP~.::L9 I
Insert this total opposite "Jointly Owned Property", Schedule "E" Jf~ J fJ. 0 ,;z__
in the "As Reported" column on the last page of this return. 4 5, 3 8 3. 52 / .
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' -RCC-?7· (12-63)
C'OM!\WN\\"EALTH OF f'EN:'\SYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
BENEFICIARIES AND ADDRESSES
State full names and addresses of all who (
h ave an interest, vested, contingent or other-
wise, in estate)
Grace H. Devore
1368 Fourth Street
Mononaahe1a Pa 15063
SCHEDULE "D"
BENEFICIARIES
RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF
illegitimate children DECEDENT OF BENEFICIARY
are involved, set STATE YES IN ESTATE
forth this fact.) OR NO BIRTH
dauahter Yes 8-11-32 entire estate
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
None
Will
Administration t No. Year ........... .
P.oJ THE
~IA TTER OF THE APPRAISEMENT
OF THE
ESTATE OF
GRACE C. HUSTON
Deceased
Late of .. Bc>:t:"0.1:l9P q:f .MO.PQPgC111.~l~.
County of .Washington
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
Vincent J. Grogan, Esq.
DUFF, GROGAN & GRAFFAM
620 Grant Building, pgh.
Pa. 15219 · ·
471-5150
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dJ.. -JJ-J 7 I fp/r
(Executor-Administrator
must complete "As
Reported" column #1.)
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R C C-81 (2·64)
COMMONWEALTH OF PENNSYL VAN lA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
GRACE HI DEVORE
(Executor~
IN YOUR REPLY PLEAGE
REFER TO
In Re: Estate of ____ ~GwRA~C~E~CA·-ffi~5~TQ~N~-----------------
____ ..:.:W::::AS:::..:H~IN=G.::..:TO::.:N:=__ _____ County -File No. 63-70-523
Dear Mrs. lllevore,
You are hereby notified that the~--~~or~ig~1na=·~l~-------------
appraisement in the estate of GRACE C, HUSTON
has been filed in the office of the Register of Wills qf WASHINGTON
County on July 20 , 19-41.. Said appraisement reflects the
following valuations:
Real Estate ________ ~l1~5~,1~1 5~2~.oo~---------
Personal Property __ ~J~,~99~11.,~5~5---------Jt, Held ~ ____ ...!!4t.A.5-#-,3.Ll83.u..£•..1.1.52!>:...·. ___ _
Total _______ 9~.~~S~10~·~07~----
As to such tax that is paid within three months from date of
death, a five (5%) percent discount is allowable. As to any tax that
remains unpaid after one year from date of death, interest at the rate
of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date ____ ~J~ul~y~2~0~,~1~97~1~----Signed
Title ALFRED TOSI, APPRAISER I
DATE OF DEATH: March 24, 1970
Note: This is not a bill.
J
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R C C-39 ( 5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of HUSTON
(Last Name)
GRACE
(First Name)
c.
(Initial)
DATE OF DEATH 3-24-70 FILE NO. 63-70-523
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASIUNGTON
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: ---=J~uJ;""'. ""'-y-'2=Qu· ,L-!:0:1c.L97.w1..._ __ ~/r~PPRf:srR~.
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for WASHIN:iTON 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" 1ch grea or lesser amount represents the sum
allowed as a deduction.
Dated: __ ___:::J-=ul::oyt.........:::2:..::0..z., _;:1:.97~1=-----
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
VALUE AS REPORTED
$ --~~..,J-'--j.l..li.L.--
annuities . . . . . . . . . . . . . . . . . . . $ ----------+---
ESTATE TAX ASSESSMENTS $--------1---
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
$ ________ -+----
$ ----~..._ ..... 12...,..~it)Y-"lLio,.lL~-
$----------+----$ ________ -+----
$ ______________ ~---
VALUE AS REAPPRAISED
$ ______________ ~---
TOTAL TAX $--------------L----
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid $=====~F==
BALANCE $-------+---
Less 5% of tax if paid within
3 months after death $=========
Add interest at rate of 6% from __________ to ________ _
AMOUNT OF ESTATE TAX ASSESSED $------+---
Estate tax paid $ __________ ---IL-----
BALANCE DUE $----------~----
Add interest at rate of 6% from
----------~·0----------$-----------4----
TOTAL TAX BALANCE $ ------+---
PAID $--------L---
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
Will
Administration ~ No.
IN THE
Year .......... ..
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
GRACE C. IRJS.TON .
Deceased
Late of. MONONGAI:IELA. ..
County of WAS~~'l'ON.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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_,. ... -DEPARTMENT OF REVENUE
DATE .... ..cl~ ..... ?..Q2 .... ~.9.1.:.J:: .................. .
BUREAU OF COUNTY COLLECTIONS
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
WASHl:IIiGTor,! . < COUNTY .......................... ~,, ............ -........................................... .
HARRISBURG. PENNA. 77 1 2 7 FILE NO ... 63.~7.~5~3 ..................................................... .
Whereas, ..................................... .G.M.C.~ .... G .. ~ .... ID.J.$..T.QN ........................................................... late of ..................... ~9J~9.~9.A~ .................................................. .
in the County of .......................................... WASHINGTON ............................................................ Commonwealth of Pennsylvania, having died on
. ~ the ........................... 24th .................................................... day of .............. Mar.ch .............................................. 19 ............ , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ........................................ ~~ .... ~.~ ........................................................ , an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement Oeser! pti on of Asset Values Made for Inheritance
Tax Purpous
$
REALTY:
See copy attached to schedule IIAtt of appraisement 45~452 00
PERSONAL:
S.ee copy of schedule "B" attached to appraisement 1,994 55
\
JT. HELD:
See COPY of schedulE~ ttEtt attached to a ppraisemen. t 45,383 52
total a~; ~.;~;;r ··~ h . , -~ _ _, 'I• .
j
Having been duly sworn according to law, I do h~reby certify that the above appraisement is made in con-
formity with law on this ......................... 9?..0~ ..... day of ..................................... ~~ ... '!ii; ........... ,...... . 19 ... 7/ ..
............................................................... ... ... . . .......... ..... ..... 't:h.t.0. ..... ~.
Appra:ser
............................................ ·················································· . ...... ......................................................... W (KumbC!l' and Street)
............................................... ~ ........................... , Penna.
(Poet 0 e)
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WASHINGTON ......................................... G;ounty ~ ,, (
~ .
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
...................... GRACE ... C •.... HUS.TO.N .................................................. ..
Deceased.
Late of
MONONGAHElA ., .......................... ·········•·····················································
Date of Death, ........... J.:~?-:4~7.9. ............ .
Appraisenzel!t Docket Vol., ........ 2..i...:·.:: .. :: .. ::::.::::::::::::.::
Page, .... ?..'/.. .. ~ ... /. ..................... No ......... §?..:?.'?::::?.~?.
Filed in Register's Office, ...... cl~ ... ;J,9 ........... 197.~ .. .
Amount of tax due, $ ................................................................... ..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra-isement,
Appeal f,.om Appraisement,
Entered and charged, I ..
·. ~
j
OfFICE OJI' THii
A&:GISTER OF WILL&
STATEMENT OF DEBTS
AND DEDUCTIONS
THE SUM OF ••••••...... , $' .... ~;.:.?.:-?.::::.~.:.'3-?-
-J I-'
oF Washj.ngton COUNTY rf?o••• . . . . .. .. . _'Zc:i!?:Z./
AND AGENT 01" THI CONMONWI:ALTH _Q_~Lt~
DATI!:
Register of Wills, Agent
&;STATE OF GRACE c HJTSTON LATs oF Borough of Monongahela
"ATE 01' l'tLINCI APPRAIIIIILMIENT---------DATIIL 01" DEATH March 24 r J 97Q
NO. 0~
YOUCHII:1t NAME OJI' PAYEE
~nv
1Krutz MrmnmPnt Co.
lnnf'f-~rnrr~n tv. ·Graffam
REMARKII
'F'unP-ral Bill
Headstone
Attornev Fees
~ash~ngton County
i'Prnh~i-.A fAPS
~---+----4---41 TL·.el""'l'l'::'~:o·~J.r, 1....j::>3JHci:~h.:u:u.e.J:or•:.:t.:J+· .;U . .,~, .;un~•.!;;g...-----+----------------r--~~~-
i'Phni-nconv exoenses
iNotarv fP-AS
lwest PAnn Power Co. Electric Bill
1 HAl An nnhr T~x Collector i1 969 Local Real Estate Taxes
Tni-Prn~l R~">-.;T~">nue Service 11969 IncomP Tax
Read~·r~ 1 ni crest Book Club Book Bill
I'R~">ll· T~">lo .... hnno rnmn.::~nv I1"J1ol onnnn"" Bill ...... .....
IMonona.:•nol"' Mnnicinal Auth. Sewaae Service
C. L. Furniture Comoanv
\County Tax Melcomb Morqan ~"'",,.,...,..;+"",..'
CQUNTY OF Allegheny . so:
1Hardware Bill
Furniture Purchase Bill
!1 qhq Conni-v Taxes
Termite Inspection of lu,..., .• ,..,.:~ c+ .... ooi-nrnnAri-.u
Taxes due from dec'd as
'ovo~utrix of husband's est.
COMMONWEALTH OF PENNSYLVANIA }
1, Grace H.· Devore HEREBY cERTtPY. THAT. To THE a En oF
114Y kNOWLEDGIE AND DELIEI", THE I'OREQOING 18 A JUST AND TRU.E rHATEMENT OP' DEBTS, JI'UNERAUEXPENSES AND PENSE:!~ o~
ADMINISTRATION OUBMtnii.D TO TH& EOT~TI 01" Grace .C • · HUStO~ «&;c tiD, AD D DUCTIONii P'OR
INHltRITANCE TAX PURPOGUO. / ~ ' j )77 /.
( .//? t?V ..,t' II / N). ~J f? (L. S.) -_B,_W_O_R_N_~_N_D_~_~D_O_C:tjR:..,IDctU:::!D~D~Il.;;l":c;:Ot;R:;a;I;:_M,_IE.,:T~H~I:~7:::;v;;:;/:;:5):::; .. ~:::;:::,D_A_Y_OI"_!/' // ~ ~..¢= L 7J, -//
LORETTA SEMLER, Notary Public
Pittsburgh, Allegheny County, Pa.
My commission expires Feb. 20, 1975