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HomeMy WebLinkAboutOC1970-0678 - ESTATE OF FARRERi - - " ------:...-~-------I Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF 'W.~::iPJ.!.1g:t..9.:q . IMPORTANT:This return must be completed in detail and filed in duplicate,with will attache.dj with the Register of Wills of the County where decedent resided;Return is due within,Qne,year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the Inheritance and Estate Tax Act of 1961.) D.!J.I..!F..~I;r.:H;,.:7;;~~.~D;;i;~~~;.::.;p..~~.~~.p}~:::u:V;:OF (State full name of decedent) Late of W.ashingtQn.....County ~:W~1OlJk ..~a.ry M.~F..a.rp.~r., X~NIC or the estate of the above-named decedent being duly sworn,deJl'ose S and say S Esecutor Decedent died .............................May 8,.. (Month)(nay) ....,19.......7.0....,1 testate leaving a last will.,copy of which is hereto attached.} (Y""r)L~fiJli'X Name and address of attorney.or} other authorized representative to .. whom all correspondence should be mailed. G.A$hi:;(?:rl:I?r()wnl~~.. .414.Washingt.onTrustBldg.•.,..Washington,Pat.153.0.L .. That as such :?.~~~.9~~~.~.~~deponent is familiar with the affairs of said estate and the property con- (I'Xl!CIItor·Administrator) stituting the assets thereof and their fair market value. That at the tinie 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:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX -no safe deposit box - THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fully 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,name of mortgagee,date,rate of interest,and book and page or 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 thereo~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 es timated 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,g~ving 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 polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. I------~-------------------------------------....I 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 showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting for1;hthe 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 ~tlB\J:I\~ir1~~2~1~F:I:(T thereof,any other property owned or bequeathed by the decedent at the time of death.t The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y 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 pa~ses at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested indecedent,either individually or jointly,by the will,deed,0 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 dec.edent,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 of death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ./£. m __'__m •••••••••••••••~._~ ......................................................., ,··,··,·,·················..·..··..······m~ f!)~r~~~--- .......W~..fj?.t......MJ.ggl~..t.Q.w.n.,.......p..enns.y.ly.ania.. (Street Number) ...........................................................................................................................-. (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corpo~ations 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• .~.ro.,..... R'CC-34 (l-'~~: CO'MMON~EALTH OF PENNSYLVANIA DEPARTMENT 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 with a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "FlO and must not be deducted from this schedule. Parcel No.1 (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) An undivided two-thirds (2/3rds)interest in a house and lot situate on the Southern side of Main Street in the Borough of West Middletown,Washington County,Pennsyl- vania.Fronting 51 feet on Main Street and extending back therefrom in a Southerl~ direction a distance of approximately 125 feet (together with the joint occupanc of a passage or alley over said property). For source of title into David Homer Farrer see Deed from Esther C.Friend,et vir et al,dated August 24,1929,and of recor~ in the Recorder's Office of Washington County,Pennsylvania,in Deed Book Vol. 565,at Page 398.Upon which lot is erected a two story rnsel Brick house of five room~, without a bath. Decedent's undivided 2/3rds interest apprais~d at Parcel No.2 An undivided thirteen-sixtieths (13/60ths) interest in a lot of ground situate and fronting 59 feet on the Northern side of Main Street in the Borough of West Middle- town,Washington County,Pennsylvania. For a fuller description of said lot see Deed of Mary A.Sprowls,widow,to I.~Farrer, dated November 11,1935,and of record in the Recorder's Office of Washington County, Pennsylvania,in Deed Book Vol.601,at Page 535.Upon which lot is erected a frame building,formerly used as a store- room,and an old brick house. ""U ()b t9.-fJ--2,400.00 ..L / Decedent's undivided 13/60ths interest appraised at Insert this total opposite "real property",Schedule "A"in the X X X XX "As Reported"column on the last page of this return. 975.00 3,375.00 .---------------------------------;,----------------_...- ,RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible 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. 1. 2. ITEM List and describe fully Pittsburgh National Bank,Washington, P'ennsylvania,Offic e -Checking Account Pittsburgh National Bank,Washington, Pennsylvania,Office -Checking Account,Store Account UNIT VALUE ESTIMATED MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 8,367 •24 cg 510 7.;2.i I i ~ RCC':'36 COwiONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,wi thin two years ofdeath,make any transfer of any material part o.f 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)---LlNuO"'--__ (3)If the answer to (1)or (2)above is in the affirmative ,state: (a)Age of decedent at time of transfer _...,....__.-;,._ (b)State of decedent's heal th at time of Iiiaking th~'tran~fer.(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 ti~e of decedent's death?----- (5)Did decedent in his lifetime make any transfer wi thout receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly r~serves 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 th~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)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 reserved power to alter,amend,or revoke,or which could,revert to decedent under terms of transfer or by operation of law?(Answer yes or no)__N~o~_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questiQns 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 -no transfers - MARKET VALUE (Estimated) DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. RCC-38 "" COMMONWEALTH 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 Address and Relationship of Co-Owners,and Place of Record of Instrument,where Real Estate. -no jointly owned property - Unit Value percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. ",.,-.',--.. I',~ RCC-37 (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D"• BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Mary M.Farrer West Middletown 0"Pa.wife ves Anr.i1"'A '0 . ( h Deponent further says that all the above-named bene~iciaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT Will Administration (No. rs THE Year . --".-.,;'''",~~=---'~':{:7j..-~o::-;~~_---.-.-(Executor.Administrator must complet'e.~As ...:...:'f'Jt.t.,Reported"column #1.) CJ ~"'d ~....~~0 Il-'.....e:..'"::s '"'"'"0 (b'::s "'d>-oj ....e:...... Il-''"0>:'0Il-'"'d ~C'"........ ~0 ~'0 ~~.... '" ,........'<Il-'....~ II'-.;'"_ D.H.Farrer,also known as Bav:~~Homer Farrer, Deceased Late of ..B'?:r'ollg:p.9f.W:~~tJVlic:l(lL~.:,:". town, .County of .Washington. Commonwealth of Pennsylvania REPORT AND APPRAISAL "ifd "00 flJ ;',NIHSV/t1 S11 !/1\::J (J ;.'.J LSI D:3 U Olllm'/;173 SSnd tj 5 0I tJ V 5i JnV ~L& t ,.,...,-"'1.I I(-,j ~.f '''J•..1 -..•_1 U')c: ~~>-~..-.....-...0-<:~Vl U') (")(") ?"'?"'n t:J >;:::::.............. -(1)-(1)-(1.)-(1)-(1)-(1) :1--':..>- I--'·m·\...v '" ~~~~..-... ::....:J .~ +:- m.~,o ...... N -.,.;Jl \.n.~--- :..,1 ~.~ :1\)1\),0 - ;:-.j:;Jo --- ~-(I)-(I.),,*~-(I) >-:r. u~~....---3 ::l~c.. " .1 LJ-1()-L7 f J j .t .! ,, III! I!III f!!III!! III.III, II I!iIII!{ I \II IItI'tIiIII Ij !jI :t,,j,1 I III {I·1 , j 1 •f 4 J.tI! LAST WILL ANO rrESTAM.ENT- I give,devise and bequeath ~y entire estate, In the event that my said wi,i"e predeceases me I direct the payment of all my debts,including LARRY MOORE FARRER M..A.RY GERALDINE HALLEY DAVID H.FARRER,JR. I,D.H.FARRER,of the Borough of Wesrt Middletown,. SECOND: 2. 3. FIRST: THIRD: 1. IIiiIIII' jl·I! II II I iI !Washington County,Pennsylvania ,do make,puibli sh and declareIIthistobemylast.will and testament,herebY,y"revoking any and ',IIII all wills heretofore made by me. rI'III my funeral expenses. I!,III II,real and personal,-Co my wife,MARY M.FARRER,absolutely"and!'Ii I appoint my wife as Executrix of this will~ I III'I give,devise and bequeath my entire estate,'real and personal, IIII in equal shares,to my three children,abso1.utely,namely: I II III and I appoint pavid Ho Farrer,Jr.and LarI";W Moore Farrer as 'Ii~Execut~rs of this will. II IN wrr NESS WHEREOF,I have hereunto-p,:R.aced my hand and 11'seal this #day of September,1963. II II II ·1 IIII 11 III lj i.II &3-10 -I£;78 Affidavit of Executrix State of Pennsylvania County of Washington ).. ) SS: Personally before me,the undersigned authority,a Notary Public in and for said County and State,appeared Mary M.Farrer, who,being duly sworn according to law,deposes and says that she is the Executrix of the Estate of D.H.Farrer,also known as David Homer Farrer,deceased,that the foregoing schedules constitute a complete Inventory and Appraisement of the real and personal estate of D.H.Farrer,also known as David Homer Farrer, deceased,except real estate outside the Commonwealth of Pennsyl- vania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above name:ExecutriX./~ eJ;ZC£ki:~Z 3~xecutrix Sworn to and subscribed before me this /6 day of AJ,(1~.>r ,1974. ~~ Inventory and Appraisement of the goods and chattels,rights and credits which were of D.H.Farrer,also known as David Homer Farrer,late of Borough of West Middletown,Washington County, IPennsylvania,taken and made in conformity with the above affidavit. Personalty Pittsburgh National Bank,Washington,Pennsylvania, Office -Checking Account Pittsburgh National Bank,Washington,Pennsylvania Office -Checking Account,Store Account Realty Parcel No.1 An undivided two-thirds (2/3rds)interest in a house and lot situate on the Southern side of Main Street in the Borough of West Middletown, Washington County,Pennsylvania.Fronting 51 feet on Main Street and extending back therefrom in a Southerly direction a distance of approximately 125 feet (together with the joint occupancy of a· passage or alley over said property). For source of title into David Homer Farrer see Deed from Esther C.Friend,et vir et aI,dated Au~st 24,1929,and of record in the Recorder's Office of Washington County,Pennsylvania,in Deed Book Vol.565,at Page 398.Upon which lot is erected a two story Insel Brick house of five rooms,with- out a bath. Decedent's undivided 2/3rds interest appraised at Parcel No.2 An undivided thirteen-sixtieths (13/60ths)interest in a lot of ground situate and fronting 59 feet on the Northern side of Main Street in the Borough of West Middletown,Washington County,'Pennsylvania. For a fuller description of said lot see Deed of Mary A.Sprowls,widow,to I.~Farrer,dated November 11,1935,and of record in the Recorder's Office of Washington County,Pennsylvania,in Deed Book Vol. 601,at Page 535.Upon which lot is erected a frame building,formerly used 'as a storeroom,and an old brick house. Decedent's undivided 13/60ths interest appraised at 3,987.74 8,367.24 2,400.00 975.00 3,375.00 Total Personalty Total Realty 8,367.24 3,375.00. 11,742.24 ~.,..." .,1 !;' ,, II, j ! II1t . iI ! I IIi I I ! !" '/ II ! I II I!. Signed,sealed,published and declared by the above II Ii,fIi II!III Ij named Testator as and for his last will and testament,in our ij presence,who,in his presence,at his request,and in theI, II presence of each other,have hereunto set our hands as attestingI!II ./'witnesses. li II II II II I I II, II, il'; !vi .......Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION .. In coml}liance with the Newspaper Advertising Act of 16 May.1929. P.L.1784.as amended. Commonwealth of Pennsylvania,County of Washington,SS:. Personally appear·ed before me,a Notary Public in and for said County and State,Ri.~h.~r.:~L..~..•G.<>.~Cl:~who being duly sworn according t.o law,deposes ,and says t.hat he is the Se.c.r.e.t.a.r.y... of the Obs'erver Publishing Company.a P>enI1sylvania corporation,and its agent in this behalf;that the said Company is the owner and publisher of the Observer-Reporter,succ'essor to The Washington Observer,established Septe'mbe'r 18,1871.and The Washington Reporter,established August 15, 1808,a daily newspaper of general circulation,printed and publis,hed and having its place of business at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and published cOI1tinuousIy for more than six months prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a 'copy of an official advertisement,official notice,legal notice or legal advertis·ement,exactly as printed or published in the Obo;'erver-Reporter in its regular editions on the folloWing date or dates;.. ..............................Ju..1.y 1S..,~.?~~9 ?9..,~?.?.9 .. that neithe'r the affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the all-ega- tions of this affidavit as to the time,p,,,,~ld character of publication are true.~.1~ Executrix's NOTICE ESTATE OF D.H.Farrer,a/k/aDavid'Homer .Farrer deceased late of Borough~f West Middletown.Letters Testamentary upon thea1;>ove estate having been grantedtotheundersigned,notice is hereby j given to those 'indebted thereto to•make immediate payment and tothosehavingclaimsordemandsto Ipresent them for settlement.•Mary M.Farrer,.ExecutrixWestMiddletown.Pa. 15379G.Ashton Brownlee.AttorneyWashington Trust Bldg. Washington,Pa,1530170l65.Wed.•3t Sworn to and subscribed before me this.29....d~y ~.1.~...;,9.7.Q..~~~~~~ WASHINGTON,WASHINGlOr~CUUinY MY COMMISSION EXPIRES MAY 6,1972 Washington County Reports ~ti::~N='ifteE:"E: Washington,Pennsylvania (PUBI,..ISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTONl STATE OF PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publis'hed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts oi.said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: July 16,23,30,1970; ••••4 ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• -"'"Estate NotIces The Register of Wills has granted letters. testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. • • • • • • • • •e ••••••• Ei'ARRER.D.H.,a/k/a DAVID HOMERFARRER,Dec'd. Late of Borough of West Middletown,Washmgton County,Penna. Executrix:Mary M.Farrer,West Middletown,Pa.15379 c\ttorney:G.Ashton Brownlee,Wash- mgton Trust Bldg.,Washington Pa15301• . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and tha\~h~r~S of ,hi,,ffid,,','"",,,,,"me.,"~e '"e.~ Swom ",nd "beo""'d before ~.__.=-_~ .......Jp;h.day of...:Ju.1.¥,19r1..7.0.•.....t~...a,lU.~~ Notary PubliC' KATHERINE C.NICHOLAS,Notary Publlo Washington,Washington Co.,Pa. My Commissi(ln Expires November 1,1973 ,..-"I AND AGENT OF THE COMMONWEALTH "Form RC C ·10 "- OFFICE OF THE REGISTER OF WILLS OF Washin~ton COUNTY ~3-10-'''78 STATEMENT OF DEBTS AND DEDUCTIONS "ou"'o",mow""~ THE SUM OF $'1"1~~ 3197q IWSSELL MARINO LATE OF Borough of Rest MiddletownESTATl!OF D.H.Farrer,a/k/a David Homer Farrer DATE OF FILING APPRAISEMENT DATS OF DEATH .:.;M~a~y:-:S:::...L.'-=1....9.,L7.;:·O:..-_ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHr;" Letters lestamentary, 7-S 70 Russell Marino,Register Short Certificates 20 50 W.Howard Thompson Funeral bill 1,454 00 7-15 70 Mary Ann Plants,Tax Col.1970 Borough Tax Ro(;::>/~'Y>rl Q )?O 7-1S 170 Mary Ann Plants,Tax Col.T~~~'Y>~~~oOl Tax llC::;C::;S 7-1C::;170 WA~hin~ton Countv Renorts Estate Notice lLt 00 7-15·70 Observer PUblishing Co.Estate Notice 14 00 7-16 70 Dr.Marshall W.Graham Medical Services 50 00 7-2~170 Dr.D.McCarrell Dunbar Medical Services 3S 00 9-24 70 Malcolm L.Morgan,Go ./rreas.County Tax (2/3rds)I '13 92 1-5 71 S.~'Jhite &Sons Momument ~~596 So Mary M.Farrer Widow's Allowance (~~1,500 00 G.Ashton Brownlee Attorney's fee Inventorv 500 00 Russell Marino,Register Fee for filinR!~~k and ?~00Af'f'.;noTT';+At".Me> $4,37 11.60 I COMMONWEALTH OF PENNSYLVANIA I. COUNTY OF Washington J.l.1ary M.Farrer.HEREBY CERTIFY.THAT.TO THE BEn OF MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E srATEMEfjT JF DEBTS••FUNERAL EXPENSES AND EXPENSES Opr ADMINISTRATION SUBMITTED TO THE ESTATE OF D.H.Farrer,a/k a nav,J.d HO~-=:-'---......;.;-..::--7-"-"--:;.;.:-..;...:.....:.:-.::~~~.:.:.ED,AS DEDUCTIONii FOR INHERITANCE TAX PURPOSES.Farrer,4~'1?70tt.,J /.,.,--~-'....LJ _~(L.5.) SWORN AND SUBSCRIBED 8EFORE ME THIS..:7 DAY OP''. Aq<t q~t;~,e --7.bu ~,~«~ rr:J c-- RCC-81 (6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT HARYFARRER (Executor or Administrator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division j In Re:Estate of __D_o_H_o_F_ARRER__a_/_k_/_a_D_A_VID__H_OIVJER-.:...,_'_F.,.-ARRER _ ___W_AS_H_I_NG_T_O_N__County _Fi Ie No._6...::;3_-..:....70_-_6...:...7_S _ Dear MRS.FARRER: You are hereby notified that the original.", appraisement in the estate of D.H~FARRER a/k!a I DAVID HOMER FARRER has been filed in the offite of the Register of Wills of WASHINGTON County on SEPTEMBER 3,,19....7b:.,Said appraisement reflects the following valuations: Real Estate --=3....:;,-:...3_7_5_,,0_0 _ PersonaI P roperty ----"'S:..-.,....3=67.L-o=24==--_ Transfers,_ Jointly Owned .,..-_ Total --"'ll~,7-'-'4~2~o=24::I___ 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 nine (9)months(fift~en months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 19.61,72;.5.2485-100',P.L.373., ./'r::~... Date SEPTEMBER 3,1974 Signed ~&-nd 2.:1:1&ffi/1AA.AVr ~ Title APPRAISER 11 DATE OF DEATH::MAY 8,1970 Note:This is not a bill. ~--...... RCC:39 (~ef:)j f. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY FILE NO.63-70-678 (Initial)(First Name) Estate of__F_A_RRE_R_,_D_o_H_o_a/_k_l_a_D_A_V_I_D_H_-O_MER_'_F_A_RRE_""R_DATE OF DEATH 5-8-70 (Last Name) REPORT OF INHERITANCE TAX APPRAISER WASHINGTONI,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _ 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:SEPTElvlBER 3,1974 3 f<i1q fWSSELL MARINO REPORT OF THE REGISTER OF WILLS Dated:SEP I,the undersigned duly elected Register of WiHs in and for WASHINGTON fully report that I have allowed deductions in the amOuntS claimed by deponent,e s to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",w..greater 0 esser amount represents the sum allowed as a deduction. 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) VALUE AS REPORTED$-----+1-- ~b VALUE AS APPRAISED $3,375.00 a,367~ VALUE AS REAPPRAISED $1- CLEAR VALUE OF ESTATE 7,362~64 Valuation of life estates or -t= FOR USE OF REGISTER ONLY Tax on $-1__~ Tax on $6% Tax on $% Tax on $10% Tax on $15% ~~pti~s * Total Estate -I-__ TOTAL TAX COMPUTATION OF TAX $--------1--- $--------1-- $-------+-- $--------1--- $-------+-- $1--.-_ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::!::l==== BALANCE OF INHERITANCE TAX DUE $~ Add interest a\~ate of 6%from $--JL AMOUNT OF ESTATE TAX ASSESSED $----------11- Estate tax paid $---'L-. BALANCE DUE $----ll- Add interest at rate of 6%from ------Ito-----$--------It=TOTAL TAX BALANCE $------1. 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 shon explanation. Will t N Administration ~o. IN THE Year .. MATTER OF THE APPRAISEMENT OF THE ESTATE OF D.H.FARRER a/k/a DAVID Hm-1ER........................... FARRER Deceased .' Late of . County of WASHINGTON WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL / ,. I j ,-or-------------:-------:----------------------:--------- COUNTY -:W.:.;.A:.::S:.:..::H=IN:.:..;G::;..;T;..=O..:.;;N ..... FILE NO......:6~3:...-.,.L,;70:::..-..:::6.7.::::.8 _ RC C-2 (2-64) "'---,.,....'.... •Oe'PARTMENT OF ReVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.peNNA.11127 .'.COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE SEP'IEMBER 3,1974 Whereas,D.H.FARRER a/k/a DAVID HOMER FARRER late of WASHINGTON in the County of WASHINGTON Commonwealth of Pennsylvania,having died on the 'Btl:l..day of MAY 1970 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,DOMINIC R.DeMARIA ,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 ihterest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for llfe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the laWful coilateral rate on any such future interest. Description of Asset REALTY: SEE APPRAlSE:MENT SCHEDULE "A" PERSONAL: See Appraisement "Schedule "B" I 'i ,', i , ,'-'/t I',.. ,, 'I TOTAL Unit Values $ Appraisement Made for Inheritance Tax Purposes 3,375.DO 8,367.~4 11,742.24 ------'----------------,----------,--------,....----+-----tt--------if---i '. Having been duly 8wornaccording W law,I do hereby certify that the formity with Jaw oli this""'s3 <1 A:<L '.day of ~~_:__==--r~~~~~:::f::~~---""-I ",.' .' '. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of D.H.FARRER a/k/a DAVIG HOMER FARRER Deceased. Late of WASHINGTON ,Date of Death,MAY 8,1970 Appraisement Docket Vol.".;3 r Page,CIt -&No.63-70-678 Filed in Register's Office,Sept.3.19'1.l±.- Amount of tax dtle,$_ DEPARTMENTOF REVENUE Received, Examined and Approved,'_--'-_ Wrote 'abDollt Appraisement,:--__...;',._ Appeal.j,.om Appraisement,__-'--_ Entered and charged,_,;,.,.-_ ".,., } ,'"I ,t