HomeMy WebLinkAboutOC1970-0831 - ESTATE OF BANDEL,L 3 -70-g3 /'
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LAST WILL AND TES'lIAfi~NT
FIRST:I direct that all my Just debts and funeral
expenses be fully paid and satisfied,as soon as conveniently
may be,after my decease.
SECOND:All the rest,residue and remainder of my
estate,real,personal and mixed,of whatsoever nature and where-!
soever situate,which I may own or have the right to dispose of at
the time of my dec8ase,I give,devise and bequeath unto my be-
loved wife,MARGARET H.BANDEL.
THIRD:Should my wife,MARGAt.l:l.ET H.BANDEL,predecease
me,or should she and I die at one and the same time,or should
it be impossible to determine which of us died first,then and in
I that event,the estate hereinbefore given to her,I give,devise,!
i and bequeath unto our two children,ROBERT J.BANDEL and JANET L.
I GROSSO,.in equal shares,share and share alike.I
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,\I,JAY J.BANDEL,husband of Margaret H.Bandel,now of I ,;
I",:3710 Woodrow Avenue,Borough of Brentwood,County of Allegheny I i
an d State of Pennsylvania,being of sound min d and memory,do l!{
1\hereby make,pUblish and declare this to be my Last Will and r
!j Testament,in manner and form following,hereby revoking any willi
n or wills heretofore made by me.",'Ii
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LASTLY:I do hereby make,constitute and appoint my be-
q loved wife,MA.RGARET H.BANDEL,to be my Executrix of this my"LastI,"Will and Testament,but should she'predecease me or be unable to
~serve for any reason whatsoever,then and in that event I do here-
i1 by make,constitute and appoint our two children,ROBERT J~BANDE~:1'l and JANET L.GROSSO,as Co-Executors of this my Last Will and i
jl Testament.II Iii
h.IN WITNESS wHEREOF,I,JAY J.BANDEL,the Testator I'II above named,._have.hereunto subscribed my nnme and affixed my !!!i seal,the :?(:,.~day of February,in the year of our Lord one :.
;thousand nine hundred and fifty-six (1956).]1
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,'1'Signed,sealed,published and declared by the above Ii!l named Testator,as and for his Last Will and Testament in theI,presence of us,who have hereunto subscribed our names at his re-1r
II quest as witnesses thereunto,in the presence of said Testator I
and of each other.
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R CC-43 (5-65)
•"COMMONWEALTH OF PENNSYLVAN~f3t~Cfi1{fO
DEPARTMENT OF REVENUE [)UJlTy cg~U:or
HARRISBURG U.Cc ;fONs
JlJN 12
2 %.~flif '10
NOTE:TO BE SUBMITTED IN TRIPLICATE
'Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Hardsburg,PennsyIvan ia
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING The Un1.on Nat1.ona1 Bank of Plttsburgh
FINANCIAL INSTITUTION __----------_
.<
or
vJ. J.Bandel
J.J.Bando1
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR_-'--....:..:...__,
Rt.#2,Eighty-Fotlx,Pa.15.330 aJQADDRESS~
P.O.Bo~e37~P.ittDbur~h,Fa.15230
ADDRESS ----------.,:ii4:i:t~t+:-4jU~.--l:G,;.,.~~:!=:aHl:eep.p ,~A:etceeJ'4:tr-l:71GaB:l:s~li~i&3e!"~-
ACCOUNT NO.OF JOINT,#12-4?.39l-5(Cheoking)TRUST OR INVESTMENT DEPOSIT _
NAMES ON ACCOUNTORINVESTMENT _
Robert J.Bandel
June 4,1970DATEOFDEATH _
SURVIVING DEPOSITOR,Robert J.Bandel
BENEFICIARY OR INVESTOR _
ADDRESS __Rt_._#2_,_E_ig_h_ty_-F_o_ur_,_P8._._15_3_3_0 _
TITLE
621.53
SonRELATIONSHIPTODECEDENT _
DATE DEPOSIT OR INVESTMENT September 20,1967WASESTABLISHED _
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $_
0/0 /17/'~;Z
/5-6 .5 ~
y/i-70 .9.5
fLEASANT HILLS OFFICE
)
..OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
RCC-134 (1-69)..°
CO'MMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE ~.,-
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
TO:_....,..R---'OB-:E::--R~T.."..J--,._8A---'.'_ND---,E---,~_
R.D.II 2
EIGHTY FOUnt PENNSYLVANIA 15330
Date:__J_u_n_e_2_~3_"'::.-'._1_9_7_0 _
County _W_A_S_H_I_N_G_TO_N _
County File No._
Bureau File No.'3·;?o -JJ/
We have received notice that,~~G1mQ)1i(A.""CCC~
on .June 4,19'7S)you came into ownership of certain property through :r~0tQ,"'t~~~
~'...'....'.tra11$fer from J °J 4 BANDEL,Dec~ased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
Th h· h .'h b d'f Jt~Bank lett..(Checking)1112..47391.1
e property onwlc tax IS ere y assesse consIsts 0 :..'..
.held in the UNION.NATIONALBA!\K OFPGlh .PITTSBURCH.PA.J ill the names Qt
J.:L BAtIDEtor ROBERT J.BANDE~..Opened 9.20...67..Balance aso!date of
G~l ....
appraised by the Commonwealth,as of the date of death,at $O_J_"_;)_3 _
50 %of'this amount is taxahle at the rate of6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
o If you pay the above'amount within three (3)months
of the date §f death ~f the dec~ent,oron or
before ept•..'19 -,0 you may deduct a
discount of 5%of the amount of tax due,or
o This tax became delinquent,fifteen (15.)months _
after the date of death and,in addition to the
tax,statutory interest at the rate of 6%of the
tax per annum is also due as of *_~_
19__in the amount of
*If the tax is not paid by the above dote additional
interest is due at the rate of 6%per annum unti I
paid
310.77$--------
18.65
______.93._
$--------
(Agent for the Commonwealth)
APPRAISED BY:
TOTAL AMOUNT DUE $18.65 $===============Y-et£~~SSESSED BY:_____
(Inheritance Tax Appr IS r)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
i(~I\}.MtW-v-o,¥
~~#4//-560Z
/2/..9 /;:/~
.Y -~J-/0
To insure proper credit to your account
thiS Official Notice must accompany
your payment.Ma iI or bri ng it to:
If you have already paid this tax to on executor,administrator,qttorney or other personal representative of the
decedent for forwarding to the Commonwealth,list below fhe dote paid,nome and address of the person to ·whom \.
you mode payment,their official title and the amount.'"'.\
Dote Paid Nome and Address of Payee Official Title Amount Paid
Under certain circumstances,if,after the dote of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
by you may qualify as deductions against the gross value of the property in the computation of tax due.If any
such expenditures meet all of the three following tests,it is recommended that you itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive on amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 -You were personally legally responsible for these debts,and
2-You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3 -These some debts are not also claimed,for tax purposes,by on executor,administrator or other
personal representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Dote Paid Nome of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF:_
SS:
I,hereby certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent,,for which I
was legally responsible and which I did payout of the property herein taxed.I further certify,that to the
best of my knowledge and belief,these some debts will not be claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__.
REPORT OF REGISTER OF WILLS
Si gnature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
have allowed deductions listed above in the total amount of $--------11
Dote of Approval:_
Register of Wi lis
Fonn RCC-2
"DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17127
COMMONWEALrH OF PENNSYLVANIA-..
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~~.~~.~.~~.?..'.~..~.?..~
COUNTY ~~.~.~.~.~.~.~.~..~.
FILE NO•...........?~.:.?...Q.:.~..~.!.,
Whereas,J ..~..J.~~~.n.g.~l late of ,~~.~~.~.Y.f~~.~.
in the County of W.a.s.h.ingt.on1 Commonwealth of Pennsylvania,having died on
the 4 th.m day of J.une 19..7.0..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W..,..R.Cha.ney ,an appraiser duly appointed according to law,
h b d't d t k f . d bl t f th .d t t d t d fuavmgeeneSlgnaeornae a aIr an conSClOna e appralsemen 0 e sal es a e,an o assess an x
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.
I
Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoleS
$
JT.HELD:
Jt bank Account #12-47391-5,heldin the
UNION NATIONAL BANK OF PITTSBURGH,PITTSBURGH
OFFICE,PITTSBURGH,PENNSYLVANIA.In the names
of J .J .BANDEL or ROBERT J.BANDEL.Opened,
9-20-67.Balance as of date of death,$621.53.
(1/2 taxable)621 53
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Totid..621 'p3.,.
fonn~;~~bl:~~:%:.w~a~~~a~o~~:~y~;":pp~ti~;:~de~~$~'p~,~....................,........................~;.................................................··:~O(~i~P~;:.;:=.,
;1:
.........................WASHINGT.ON .County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
J.J.BANDELL
Deceased.
Late of
EIGHTY FOUR
_.j..
:2~
Date of Death,J.une.4..,19.7Q .
Appraisemeilt Docket Vol.,..
Page,No.63-70-821......................................
.)
,.
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Filed in Register's OfJice,.AJJ,g~.~t......7..7I9 ..7.9
Amount of tax due,-1>.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,.
Entered and charged,.
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RCC-43 (5-65)
~3-7tJ -ffJ/
COMMONWEALrH OF"PENNSYt.VAN~8~fCEIV£D
Dl;PARTMENT OF REVENUE ~()IJNrr ~£A(f Or
HARRISBURG .t;0t.ccC:,JO
Aue 15 lis
3 54 '11 '10
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\NOTE:TO BE SUBMITTED IN TRIPLICATE\
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Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
ADDRESS 3635 Brownsville Road,P1ttabuJrah.Pa,1§227
ACCOUNT NO,OF JOINT,
TRUST OR INVESTMENT DEPOSIT__9~7w:9:.L9 -,--_
NAMES ON ACCOUNT
OR INVESTMENT JDY J.B;m.el or Rolun't;J 0 Baedel
DECEASED JOINT DEPOSITOR,V <C
TRU STEE OR INVESTOR -...J-aa)¥-'-dJl-ro~B!*e!ftR61dee:ll:-----''----'--------
ADDRESS 8,D.'2,ii1Sbty.'o\lr.Pa,15330
NAME OF REPORTING
FINANCIAL INSTITUTION Br~Qtl~od Ved••al S~J!Rga eRe LeeR ~eeeeiat1on
\\
DATE OF DEATH 6..6-7()./
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR SOD Rebert J.Bdndel
ADDRESS ...I.iR....-IDI-.I-,UIl=oo2"1.~Ji::l~'.S~b~t¥-,Y.illr~ou:u:;:;,•..--1'!Pa,a.r-I:l,.a,53~3~g~----
\RELATIONSHIP TO DECEDENT__S....g~A _
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED Augnst 3,1956 v
BALANCE,INCLUDING INTEREST-_______
DUE,AT DATE OF DEATH e.....J.:l60W.O",..~..lJ,OO:.L---------~--.----_
-/.36000 G)~:Yo;.,('S/'-o d i3Ja....L ~-
.).Signature Secretary TITLEs;t /r../~".Y-~-/0 -=/0(to
lst30
OFFiCiAL NOTicE OJ::-INHERI1ANC&TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
IIGHTY FOUR,PENNSYLVANIA
TO:---1IR...."O"""'B=ER"-""T:.....=J-=-.--=BA=..:,::.:ND=·I=L~_
R.D.,2
Date:AugU$t 28,1910
County W'aahingtoft
County Fil.e No.S J-f 7-9'
Bureau File No._!;:'Jt=-./.O -/<3/
,/,
We hOje rece~ved notice thot,~Ji1UUwmxmxXXD~xxxxnxnxxxxx....uumBon~UnemitlrJ~~J:~u~came.into ownership .of certain prop;thfOlJgh~.'¥;g~mM--~~l-..~transfer from,JAY J.8ANJ)Etfd'e~eased.
R C C-134 (1-69)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
"('
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the Iiability for the payment of the inheritance tax due is imposed upon you,as transferee.
The property on which tax is hereby assessed consists of:Jt•Bank Account 19'99,held in the
BRENTWOOD FEDERAL SAVINGS AID LOAN ASSOCIATION,PITTSBURGH OFFICE,P7!TSBURGH '
PENNSYLVANIA.In the names of JAY J ~.'BANDEL.or ROBERT J..BANDEL.Opened,;.,
AuguGt 3,1956.Balanc<t as of date of denth.$8,600.00.
appraised by the Commonwealth,as of the date of death,at $8,600.00
50 6___%of this amount is taxable at the rateof %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$_4..2·~:...:.S-=-O-=-O..:...00..:..":,..._$--------
AMOUNT OF TAX DUE 258.00
D If you pay the above amount withinthree (3)months
of the date of death of the decedent,or on or
before Sept.6 19 10 you may deduct a
discount of 5%of the amount of tax due,or 12.90
GJ This tax became delinquent,fifteen (15)months
,after the date of death and,in addition to the
tax,statutory interest at the rate of 6%,of the
tax per annum is also due as of * _
19__in the amount of
CTIONS TO TAXPAYERS
ASSESSED BY:_
(Agent 'forthe Commonwealth)
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum unti I
paid
APPR AI SED BY:~t.L-~~.l.--~~=:::r--
$258.00
$-=================
Make checks or money orders payable to:
1?~11 NJ.~,~
2 eo /.Al /,1.s-0 ~,f'
~-e;/--&..-!sF (J 0
;J-/~-?u ".!
To insure proper credit to your account
thiS Official Notice must accompany
your payment.Mail or bring it to:
..".,~'.L:t::O:,iMONWEALTH
COURT HOUSE
WASHINGTON,PENNA.15301
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decedent for forwarding to the Commonw;9Ith,"~ist belo.w the ~ate paid,name and address of the person to whpm
you made payment,their official title and the amount.
Date Paid Name and Address of Payee Official Title Amount Paid
Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
by you may qualify as deductions against the gross value of the property in the computation of tax due.If any
such expenditures meet all of the three following tests,it is recommended that you itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 -You were personally legally responsible for these debts,and
2-You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF:_
SS:
I,hereby certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent,,for which I
was legally responsible and which I did payout of the property herein taxed.I further certify,that to the
best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFOREM'E THIS DAY OF____________19_"_.
REPORT OF REGISTER OF WILLS
Si gnature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above county,do respeCtfully report that I
have allowed deductions listed above in the total amount of $"
Date of Approval:_
Register of Wills
Fonn RCC-2
DEfARTMENT OF REVENUE
~uREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17127
COMMONWEALTH OF PENNSYLVANIA...~-...RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE .....§.~.P.~.~~9...~.:r......:l.:.§...L ..J.~?.Q .......
COUNTY ~~~.~.?~.~.~.~..?..~.
FILE NO §..~.:..7..Q.:..~}.!..
Whereas..!.~?J.ay J..~a.~n.g.~l late of ~.~.g~:t:.y X.~.~.~.
in the County of .Jia.s..hin.gt..Q.P..:Commonwealth of Pennsylvania.having died on
the 6 th day of J..M:t:l.~19....7..9..seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore.I W..~..R~G.h.~.P.:~y an appraiser duly appointed according to law.
having been designated to make a fair and conscIOnable appraIsement of the said estate.and to assess and fix
the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement:
ApprelsementMadeforInheritance
Tax Purpoles
Unit
ValuesDescriptionofAsset
I
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.==========;;::::=:===r;::::==l
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$
JT.HELD:
Jt.Bank Acaunt #9799.held in the BRENTWOOD FEDERAL
SAVINGS AND LOAN ASSOCIATION,PITTSBURGH OFFICE,
PITTSBURGH,PENNSYLVANIA.In the names of JAY J.
BANDEL OF ROBERT J.BANDEL.Opened,8-3-56.Balance
as of date of death.$8.600.00.(One-half taxable)4,300 00
.,
Total 4.300 00
''lASHING-TON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JAY J.BANDEL
Deceased.
.Late of
EIGHTY FOUR
Date of Death June 6,1970J••••••••••••••••••••••••••••••••••••••••••••••••••.•••••••.
Appraisement Docket Vol.38,.
Page)??..:~No.63-70-831.......................................
Filed in Register)s Office).s.e.pt l.6..19 7.0
Amount of tax due)$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved).
Wrote abo.ut Appraisement,
Appeal It-om Appraisement)..
Entered and charged).
_J
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Form No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 141,1961,
EFFECTIVE JANUARY I,1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)
b3-7tJ -&':3 /
OFFICE OF THE REGISTER OF WILLS .'
J
,'wASillNGTON CCountyof,'"0 o.o •
..~.~~~~~o ~:.~~~.~~~00'••0 • 0 .'0 ••0 •••••0 ••••••0"of .~~p ~~~!..~~~~.ty::~.~q~!.R~:00'•••0 0 ~••0 0 •~•
(Name)(Addre88)
b · d 1 sworn --'.d'1 d "d'h h . h Executor'emg u y ,.accor Ing to aW,eposes an sa)stat e ~s t e-,--------------(--------A-d------L'-------E----)----------------,Exec..m..egatee,tc.
of the estate of o!.._·}.~_~_'?:~9_~.!!.__~_D.~!.~_~__~!~_·who;e l~st residence ~as ----~-~g-:-~~---------------(-S-----)--------:--------~-----. . .,...(No.)treet
\._~~_~_:g!:_!Y__~_~_~~!.'_~__~~_:.deceased,and that the whole of the estate of said decedent,who died ---~-~~~-('i!-)-}~-?-Q.---(City,Borough or Township)ate
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
o
Real Estate Estimated
Value
NONE 0.0
~A'~..J"~-r:::--~-A ...
/U.!!-tJ J
Personal Property
100 Shares -The Hicks Corporation,common stock,issued 12/23/1922 0.00
50 Shares -Hicks-Obenour Company,common stock,issued 12/23/1921
y
0.00
100 Shares -Custer Channel Wing.Corp.Cert.#CB 14022 @ 15¢per sh.15.00
-76 -Shares-Gulf Oil Corporation stock issued in names of J .J.Banda-Ie,
and/or Margaret H.Bandale,as Joint tenants WROS;said Margaret lU«
H.Bandale died July 8,1962 .@$25.00 per share lQOO.OO
lVlOoel l'Jo.CL O'{.Kli'U4lU 61/<1'"1963 House Trailer,Caravan Model;Buddy make;Mfr's.Sr.#CL5710 9470 500.0
..t'-I('.1968 FordCP,Mfr.#8TOIC1l4243,Title #A19430961 1000.00
Gulf Oil Corporation -retirement check dated 5/29/1970 283.32
Gulf Oil Corporation -dividends 1st 2 quarters 1970 57.00
_r»,1'>01 19'7 LA cit ?'A A -,fJ",......._0 (l-rn.j 1.--
""/tJ C/
NOTE:You may expedite the processing of this return by filing with it,and as a part of the return,
letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the
decedent as of the date of death.Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account,account number and the exact name or names in
which the account is registered.L..._
Jointly Held Property
,
Estimated
Value
4110:\•
39.735 Sh.'The Dreyfus Fund Incorp;Account No.316342-5 (Voluntary)
-----------------------------------=------+----~--
in names of Jay J.Bandel &Robert Bandel,Jt.Ten.WROS having a value of
$9.86 per share or :j5:181.79;one -half value ~eturned
Savings Account No.9799 with Brentwood Fed.S &L Association,3635
Brownsville Road.PittsburQ'h P;::)15227 in n::lrnp!=:.hv.r T"l ".1 (V1"
Robert J.Bandel in sum of$8,600.00;Payment on indo Liab.in sum of
$258.00 made on 9/16/1970 'to Re~L Wills WaRhinp"ton C 'P"::l nffir'i<:>l
Receipt No.A 125058,~
Checkmg Account with The Union National Bank of Pittsburgh,in names of
,J.J.Bandel or Robert J.Bandel,in sum of $621.54;payment on Ind.Liab.
in sum of $18.65 made on 872771970 to Reg.Wills,Washington County Pa.Official Receipt No.A 125002 '
Transfers within TWO YEARS Prior to Death
NONE
195.90
4300.00
310.77
0.00
That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of
another,or in decedent's individual name,with right ofaccess by another as agent or deputy,with the exception of the following:-
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 DECEDENT
NONE
-
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step·children or DECEDENT TENANTS OR INTEREST OF(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent or otherwise,in estate.)are involved,set QR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDE-NT
Robert J.Bandel Son -Yes 1/2 residue
R.D.#2,Eighty-Four,Pa.
-Janet L.Grosso '"Daughter Yes ,1/2 residue
'2 15 Que st End "J.fVe:
Pittsburgh,Pa.5228
..
.~".
RESIDENT DECEDENT...DEBTS AND DEDUCTIONS CLAIMED
7
>•NOT,E-'"List fiNt five items in the spaces so provided observe notations thereon and instructions*',,..
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
~EGISTERONLY
Frank F.DeBor Funeral expenses paid
,~$11 560 00 $
Family exemption (will not be allowed unless .
decedent died residing with a spouse or children.)
Administration Expenses *55 00
John P.Liekar Counsel fees *175 001
Fiduciary commission *
I
OTHER DEBTS AND CLAIMS
(*)See Note below
Dr.Raymond L.Rau Last illness 25 00
St.JosephI s Hospital Balance due on account 3 60
Bell Telephone Co.Final bills 22 8~
Bell Telephone Co.Final Bill 9 OE
Gulf Oil Corporation Final statement 101 8~
,
I tj .5""~17
Total /qj-2-~7 f ~)2-:>
(Street Number)
Off!j&anYf~~;itAi~t..
(Ex tor-Administrator)
R.D.#2
Eighty-Four,Pa..(city 'Q'r'TQ;;~'~~d'si~t'e)""""".
Subscribed and sworn to before me this .
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settle
or less than the estimated amount claimed and allowed.
.;......
I .:r'~.:.~.-;/i"1J • •IJ 71.......~day of .~~,19 ....~:;g.~~~.
NOtARY ~UISLlC WA$hINGTON.
WA~""'NGTON,.COUNTY,
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 'inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for....w.......County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponen cept as to hose items where a greater or lesser amount
is set forth in the last column to the right in said schedule above,which greater or les \I'am unt presents the sum allowed as a deduction.
Dated:~.:--..':1.:.7/...................~l.(12:f-.-~~-...
Register of Wills
~
,
...-
Form No.RCC-62 (7-69)
Will
Administration INo,000 ••' 0 0'0 year ....,;,..
I r\
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
-t <,..
(,'0 Ii (,'jO;:;::.:-
'.....v •~,."',
/'.~'F .....'•-
•/'0,.•••,0,.,"I 1';;.;'",(!OI~\ \.,.\'
,'11 J'J'\'
)
f Deceased
Late of
County of ..00'••0 ••••••••0 •••0.0.o'•0"
Commonwealth of Pennsylvania
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REP~1E~A~D AP::P~AJSAL
-(Ii ,r>:::zJ
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R CC-8\(2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
ROBERT J.BANDEL
(Executor ~
IN YOUR REPLY PLEAGE
REFER TO
f-
In Re:Est ate of__-=-J.:..._J:....:..•...,;B:.,.:an::.:..:d::.,e:..:;l=--_
____~\i;,.=a:.::.s:.:.hmg=·=.:t::.::o~n=--County -File No.63-70-831
Dear Mr.Bandel,
You are hereby notified that the O~r~1~·g~1~·n~a~1~_------_
appraisement in the estate of J.J.Bandel
has been filed in the office of the Register of Wills qf Washin~ton
County on June 4 ,1911..Said appraisement reflects the
following valuations:
Jt.Rd.~_-'--_~4z~8~06.;;..:.:..;;,6_'_7 _
Personal Property 3~,~7~5~5~.~3~2--------Transfers _
Tota1 8u",.,5,L16.L.111...o•...;i9:..;i9~---
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e __--=.J.=un::.::e=......::4""','--=1;.<CJ7..J...=1 _
DATE OF DEATH:June 4,1970
Note:This is not a bill.
Signed
Title
RCC-:r/;5-68l
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
.-
Estate of""'Ban"""""d...,e"""l'---"'J'-".~_"'J.......DATE OF DEATH 6-4-70
(Last Name)(First Name)(Initial)
FILE NO.63-70-831
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W:_a_s_hi_·_n~g!-t_o_n _
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E".
Dated:__Jun_e_4:L,_1-:.-0/7.:.-1 _
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by dep ,cept as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule"',which gr ater or lesser amount represents the sum
allowed as a deduction.
Dated:_---"J;....;:un;::.::...;;;e-=4~,....;:1::.-0/7'-'-=1=---_
6 609 62660962
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$-------+--
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities.• • • • • • • • • • • • • • • • • •$r
ESTATE TAX ASSESSMENTS $--------1C
FOR USE OF REGISTER ONLY
Tax on $------,...-..,.-;::=-1..,.-;::-2%
Tax on $6,609 62 GY
Tax on $5%
nxoo$lK
Tax on $15%
~~ptioos *
Total Estate --I-__
TOTAL TAX
COMPUTATION OF TAX
$-----:0-::-.,.--1__:--
$----=3:....:.:9.:::,.16~f)8~
$--------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 ::::::::::==t===
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $------.
AMOUNT OF ESTATE TAX ASSESSED $--~---lL-
Estate tax paid $--'L-
BALANCE DUE $1_
Add interest at rate of 6%from t=
-------lto-----$-------1
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 short explanation.
Will !...No.AdminIstration
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
..~.~.~..J3ANDEL
Deceased
Late of .EIGHTY.F.a.IR ....
County of ....WASHING.TON.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
I
.~
tf",
Fonn RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE ................~~.~.....4.?.......~.rJ.~.................................
"~PA~~T OF REVENUE RESIDENT INHERITANCE TAX COUNTY .......w.~~h.:i;,~t..9P.............................BUREAU OF COUNTY COLLECTIONS ...............
HARRISBURG.PENNA.17127 APPRAISEMENT
FILE NO.........~?=.?9::..?.?..~.........................."...................
Whereas,.........................................J.......J......B.andel..............................".""".""""""""""""".late of .............~tgJ;rt.y..X9.gr............................................................
in the County of ............................................Wg.;?h;j.,n,gt.9.P.:.........................................................Commonwealth of Pennsylvania,having died on
the ......................................X9.~.~.b ....................................day of ..............~.~~...................................................19.79,...,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,MADELINE FINNEY an appraiser duly appointed according to law,......................................................................................................................................,
I
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 Ufe 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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purposes
$
PERSONAL:
I See attached to appraisement 3,755 32copy
JT.HELD:
See copy attached to appraisement 4,806 67
total 8.561 99
,
fonn~;V~~hb::::rh:SWorJ1~F~::u.~o~·~~b~~e~~~~:;~.:::71*".
Appre)•
.......................................................................................................................................,........................
(Number and Stroet)............................"...........w ..~.........................,Penna.
(Post lIlee)
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
J.J.BANDEL
Deceased.
Late of
~+GH'J,'x.f.Q1J..R .
Date of Death,6:~:':4~.7'O .
Appraisemel!t Docket Vol ~,;I,.
Page,..fZ-::..fl No..~J..:::-.79.~.~?+.:.
Filed in Register's Office,t1.~f3..4.J9.7+.:..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote aba/If Appraisement,
Appeal f"om Appraisement,.
Entered and charged,.
,
.,
.
I'
RCC-72 (9-68)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
J
DATE1 June 1971APPLICATION(MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made for consent to the transfer of the following securities of a Pennsylvania
Corporation or a National Banking Association located in Pennsylvania:
(a)76 shares (b)Gulf Oil Corporation (c)Capital Stock
(NOTE:In describing securities enter in (a),ab (J(e,either the number of shares of stock or the face amount of
registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate
and maturity date of registered bonds.)
ISSUED ON ,and having a TOTAL MARKET VAilUE OF $~1,~9~IO~O..L'O~O!!...--_
(Date)
as of the date of death of the decedent,-;::.J=aJ-v-:J=-.:.'--=B=a=n=d=e..."l ,on June 4,]970
(Name of Decedent)(Date of death)
who was Iate of--'R~.~D!...!.c..!!#u,,2!.....--.:::E~iJ!:lgh~t.!o.yL-~F:....:o~ur~~W~a~sHh"'-!in~gi-!tu.o!!JnL--'----.r.:.P..ce:.IJnwnl.Ost.§.y.L:lvlLaE:IJnLLljl,.i:aL__
(Street and Number)(Post Office)(County)(Stote)
15330
Jay J.Bandel and Margaret H.Bandel,as ioint tenants
(Name or names in which certificates are registered)
R.D.#2,Eighty-Four,Pennsylvania.
.(Address)I.'
INAMEOFAPPLICANT--SL.Jlonob~n~P__•--..Ili..LlAlJIi;Oe""'k4SrL-'_
I
60-70-831 ADD RESS 0 F APP LI CANT_C-=a-=n-=--on:..::...s::...::b:....::,ur~~-=:=?~~==----rT-
BUREAU FILE NUMBER same SIGNATURE OF APPLICANT~~;Ll!.':L:.£.~:.:...-.-{;,~~~~
NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APP TION,IT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR MPLETION.
COUNTY FILE NUMBER
The securities are registered as follows:
with right of survivorship and not
as tenants in common.
ADMINISTRATOR)Robert J.Bandel
EXECUTOR)(Name)
COMMONWEALTH OF PENNSYLVANIA -DEPARTMEN/r OF R~VENU E
CONSENT TO TRANSFER SECURITIES DATE June 1 1971
I hereby consent to the transfer of the above securities now registe'~ed in the name of the aforesaid
:/
Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521,
as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions\\
of the Act of April 9,1929,P.L.343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
Register of Wills--~
(Title)(County)
LAST WILL AND TESTAri:ENT
,~
'1,J
'~
I·
FIRST:I direct that all my just debts and funeral
expenses be fully paid and satisfied,as soon as conveniently
may be,after my decease.
IN WITNESS ivdEREOF,I,JAY J.BANDEL,the Testator
above named,_have,hereunto subs cribed my nome and affixed my
seal,the .J {),''TC day of February,in the year of our Lord one
thousand nine hundred and fifty-six (1956).
titj
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I,JAY J.BANDEL,husband of Margaret H.Bandel,now of!
3710 'J'Joodrovl AVentle,Borough of Brentwood,County of Allegheny
and State of Pennsylvania,being of sound mind and memory,do
hereby make,publish and declare this to be,my Last Will and I
Testament,in manner and form following,hereby revoking any will-
or wills heretofore made by me.I
I
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THIRD:Should my wife,MARGARE'l'H.BANDEL,predecease
me,or should she and I die at one and the same time,or should
it be impossible to determine wnich of us died first,then and in
that event,the estate hereinbefore given to her,I give,devise
and bequeath unto our two children,ROBER'l'J.EANDEL and JANETL.
GROSSO,in e~ual shares,share and share alike.
ItIf
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Signed,sealed,pUblished and declared by the above !r
named Testator,as and for his Last Viill and Testament in the I'
presence of us,who have hereunto subscribed our names at his re-I
quest as witnesses thereunto,in the presence of said Testator !:
and of each other.
SECOND:All the rest,residlle and remainder of my
estate,real,personal and mixed,of whatsoever nature and where-
soever situate,which I may own or have the right to dispose of at
the time of my decease,I give,devise and bequeath unto my be-
loved wife,MARGARET H.BAHDEL.
LASTLY:I do hereby make,constitute and appoint my be-
'loved wife,'IIIARGARET H.BAHDEL,to be my Exe cu trix of this my Las 'G
Will and Testament,but should she predecease me or be unable to
serve for any reason whatsoever,then and in that event I do here-
by make,constitute and appoir;t our two children,ROBER'l'J.BAND£:'::
and JANET L.GROSSO,as Co-Executors of this my Last Will and
Testament.
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6,609.6ZT
L560.00
SS.oO
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25.00
3.60
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9.06
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LAST WILL AND TESTAu:ENT
IN WI'l'NESSvVHEREOF,I,JAY J.BANDEL,the Te s tator
above named,__have·hereunto subscribed my name and affixed my
seal,the U ('.7CTC-.day of February,in the year of our Lord
thousand niDe hundred and fifty-six (1956).
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I,JAY J.BANDEL,husband of Margaret H.Bandel,now of I
3710 lNoodrow Avenue,Boro1-lgh of Brentwood,County of Allegheny I
and State of Pennsylvania,being of sound mind and memory,do I
hereby make,publish and declare this to be my Last Will and .I
Testament,in manner and form following,hereby revoking any wllli
or wills heretofore made by me.!,'
FIRST:I direct that all my just debts and funeral
expenses be fully paid and satisfied,as soon as conveniently 'Ii
may be,after my decease.
SECOND:All the rest,residue and remainder of my I
estate,real,·personal and mixed,of whatsoever 'nature andwhere-!
soever situate,wbich I may OVin or have the right to dispose of at
the time of my deep,ase,I give,devise and bequeath unto my be-II'
loved wife,MARGARET H.BANDEL.!
i
THIRD:Should my wife,MARGARETH.BANDEL,predecease !
me,or should she and I die at one and the same time,or should 1
it be impossible to determine which of us died first,then and in~
that event,the estate hereinbefore given to her,I give,devise !
and bequeath unto our two children,ROBERT J.BANDEL and JANET L.I
GROSSO,in equal shares,share and share alike.
LASTLY:I do hereby make,constitute and appoint my be~
loved \vife,hIARGAHET II.BAlTDEL,to b.e my Exe cu trix of this my Last
Will and Testament,but should she predecease me or be unable to i
serve for any reason whatsoever,then and in that event I do here-
by make,constitute and appoint our two children,ROBERT J.BANDEL
and JANET L.GROSSO,as Co-Executors of this my Last Will and I
Testament.I
iIoneI
Signed,sealed,published and declared by the above
named Testator,as and for his Last Will and Testament in the
presence of us,who have hereunto subscribed our names at his re-
quest as witnesses thereunto,in the presence of said Testator
and of each other.
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