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Home My WebLink AboutOC1970-0885 - ESTATE OF STOKES(RCC-39 (5-68).~r COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of St.okes (Last Name) Melvin (First Name) R. (Initial) a/k/a DATE OF DEATH_9_-_5_-_70__FILE NO._6_3_-_70-_8_8_5_ REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_----=..:W.::a..=s.:.:hc.::in=gt=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","e",and "E". Daled,12-10-70 /~~APPRAI~ 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 deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed ..a dedocHon.0' Dated:12-10-70 ~dLL;jj;~ REGISTER OF WILLS .l'{,bjb ICT 17,636 10 2.7~1 so 14,904 6004601 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 $_---1.__ FOR USE OF REGISTER ONLY Tax on $2% Tax on $6% Tax on $5% Tuoo$1K Tax on $0 15% ~e~tioos * Total Estate --+..__ TOTAL TAX COMPUTATION OF TAX $---------4-- $---------4-- $---------4-- $-------+-- $??~"f.,G Pd in full 12-7-70 (*)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 $----JL- BALANCE DUE $------.,;1_ Add interest at rate of 6%from t= ------lto-----$---------l TOTAL TAX BALANCE $-------1 PAID $-1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will t...No.AdmInIstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..J1ELVIN.ROY .$'l'OKES .. Deceased Late of .....CANONSBURG:.. County of ViASHINGTON Commonwealth of Pennsylvania I REPORT AND APPRAISAL .' RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Artbllr K.Stokes (Executor <XX..~~ IN YOUR REPLY PLEAOE REFER TO 38-101-2 I In Re:Est ate 0 f __---=M~e:::;l=-Vl:..:·::.n~R:.::o:.Ly__=.St=ok~e::...:s=_____=a:L!..:.:k':L/::::a _ _____Ju.'laaws.:l.Jbu..iu.0J.,l;g:!:;..L,<.!.QwO"-------County -File No.63-70-885 Dear Jl1r.Stokes, You are hereby notified that the~__~o~r~i~g1~'~na~l~__------------- appraisement in the estate of Melvin R.Stokes has been filed in the office of the Register of Wills qf Washington County on December 10 ,19~.Said appraisement reflects the following valuations: Real Estate --,--,_ Personal Property ~1~7~.~63,6~.1=-0~_ Transfers _ Tota1 ..,.---Ll..{.7~,.s.;6t,;l3LJ6-...J..ll.J.O---_ 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 _~1..2;":-::.Il~0~-:.J..7~0 _ DATE OF DEATH:September 5,1970 Note:This is not a bill. Signed Title ~~~ ROSE LUONGO,APPRAISER I \ \.,;,.i.. ( I,NIELViN R.STOKES,unmarried,·of the Borough of Canonsbul\'g, Washington County#Pennsylvania#being of sound and disposing mind"memory ,I'and understanding#do hereby make"publish and declare this to be my Last Will and'Testament"hereby revoking all testamentary writings heretofore made by me shall have predeceased me"then unto his wife,ADELAIDE STOKES. paid out of my estate as soon as may be convenient after my death. personal,of whatever nature and wheresoever situate"which I may own or shall have the right to dispose of at the time of my death.I give,devise and bequeath I I I I I I!I All the rest"residue and remainder of my estate,real or I direct that ~he expenses ?f my last illness and funeral beFIRST: SECOND: unto my brother,ARTHUR K o STOKES"provided IJ,€shall survive me,but if he THIRD:I appoint my brother"ARTHUR K.STOKES"Executor of this my Last Will"but in case of his death"incapacity or refusal to act or con- Unue as my Executor,I appoint his wife"ADELAIDE STOKES"Executrix of this my Last Will. IN WITNESS WHEREOF"I have hereunto set my hand and seal this J..4_day of A'.lgust"1970. Melvin R.Stokes Signed,sealed,published and declared by the above named testator.ll /[ELVlN R o STOKES"as and for his Last Will and Testam~nt,in the presence of s~who,at his request,in his presence and in the presence of each other,have ereunto subscribed our names as witnesses to the due execution hereof• .t1~~G?«tL~_ Addrey 1£-__...._----..f--_ Address I 1-,, 1\ffibuuit (@f Exrrutnr (@r 1\~minilitrutnr j- t;tatr of Jruu5yluauia,t 55: Qtouuty of JIlIa5Qiugtou \ P 11 b f h d . d h'N otarv Public . d f 'dersonay e ore me,t .e un erslgne aut orlty,a ~ln an or Sal County and State,appeared A:r.t.h."Y.E..!5:.!e.~.Q~.~.?.I.who,being duly sworn according to law,deposes and says that he is the executor oxXlIDnin4matm-of the estate of M§.+.y.~P:..B.9.y....9.!g.~.~.~......~I~I9.-...M.~Jy.~..~.~.§.!9.~~.~.rie ceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of...M.~!Y.:~...B9..Y...§.t.Q~.~.?.I....~l~.l.~,~etc. deceased,except real estate outside the Commonwealth of Pennsylvania;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 named Executor Administrator. Sworn and subscribed be ore me this..~9..?!:.......:.1 /'.Jt£~it..\ day oYJI!~Yf.m.p..~rA .....1 ·:Py............~..it~~!~~~~~s~ary":":~"""""".l1hs~on.washl/lgton County,r?l.A DITIONAL INSTRUCTIONS My Commission E)(pirA~1.An inventoilylrlUllstHb'&filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 1I.uueutnru nub .P.ppr,aispweut of the goods and chattels,rights and credits whichMelvinRoyStokes~a[kJa were of .M.ely.in..R.S.t.Q).)..~.§~Jate of J2.9..E.<?~gh....<?L9.~~9.E:~:?.~E.~~. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS PERSONALTY CENTS Simplified Savings Account No.192-09"'5324 01 in Mellon National Bank and Trust Company~(Canonsburg Office)in n/o Melvin R. Stokes.Balance date of death 17~318 75 Christmas Sa~ings Account No.3070296 in Mellon National Bank and Trust Company~(Canonsburg Office)in n/o Melvin R.Stokes. Paid in full at date of death in amount of 100 00 Check No.001472 of Spang &Company.dated September 30..1970~ payable to order of Melvin R.stokes~representing payment of monthly pension for month of September.1970.84 55 Check No.58,552,460 of Treasurer of thetliited States"dated Nov.10"1970"payab Ie to order of Arthur K.Stokes,Executor of Estate of Melvin Roy Stokes~Dec1d"and representing social security payment due decedent at time of death in the amount of 132 80 ---------- Total Principal Personalty 17"6 36 10 -========= REALTY NONE <\ \ r - )DEC II PH 3 58 RUS '--l'1,.'nillO.~)L L ;':.,U\," ,;{EGISTEH OF \'/ILLS NASHINGTON CO,.PA. \ 1 1 . t . 1 \ \ 1 _1 1 .f ;. I'f i Form RCC-33 RESIDENT DECEDENT / COMMONWEALTH OF PENNSVLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ,.W.A$HING.T.QN .. 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 yea~after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the .Inherit~nce..~n!l.E.f!tll.te .T.a.x l\ct of lQ61.) -~'~~-;~:~:~~~7~~~:5~:~~r::a-}:=:: Late of c.an .n g~gt...................County......r_p;nn:y l:nia__}ss: County of as In6..~on . ...............................A.~.TI.iY~~.!.$.:£.9.~.~.$. of the estate or the above-named decedent being duly sworn,depose S and sayS Executor Decedent'clied ..$.~.Pt.~I:P.J>.~.:r::.... (Month) N~me and address of attorney or} other authorized representative to. whom all correspondence should be mailed. 5 (Hay)....,19~.g~;).....,{~~~~;~eaVing a last will,copy of which is hereto attached.J H9.Vv~~~:lQ.~$t~y~nf?aAt.t.Qr.p.~y.9.:t...L.C?-w . MelloIlBan~l31<ig.<:an()n~'l:>~:r'g..Pa.15317 .. That as such ~.~.~~.~~.2.:£deponent is familiar with the affairs of said estate and the property con- (ExeclItor·Admini8lratur) 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 indecedeilt's individual name,with,right of access by another as agent or deputy,with the exception of the following i- 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 Mellon NatIOnal Bank &Trust Company Melvin R.Stokes None Canonsburg~Office.Canonsburg.Pa. .. 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 full v and in'detatl all the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth the mortgage enc~brances upon each parcel of real property at the date of death,giVing the amount still due at death,Qame 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 or said parcels,the estimated market valqe thereof as of-date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detatl 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- 1 ..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 polttical 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 natul'e,left by decedent,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 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 payabl~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. '. 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 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~togethe~~ith the fair market value thereof,any other property owned or bequeathed by the dec~dent 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 decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transfe~ee and all other facts of a pertinent nature regarding said transfers..In the case of transfers intended to take effect in possession or enjoyment at or after death,there 1s also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Ther,~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 j,ointly,by t.he 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,and the 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. ,I \ 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 lmpaid 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 A!.P..!!:.. Z1Jf;Qr;t;;;~L ••.•_l~_7~~ l'l1shlngton,Washington County,1)( ~y Commis~ion E-:pire:;>. .June 10,197? ......_~~~- (Executor-Administrator) .............§..4.4 A.~p.4.!.~p.r..~.Y.~~~.. (Street Number) ............G..@.Qn§.p..y.:r.g"p...~.nn9..J~..3J.7 . (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 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 con~leted as above-directed. -----------------------------~----------------------~ .. 'RCC·34 (1-64).'f'.- COMMONWEALTH OF PENNSYLVANIA DE,PARTMEiNT.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 Cammonwealth of Pennsylvania should be (1)(2)(31 described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;if a farm state number of a-FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted fram this schedule. NONE Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. NONE ~.CR::::~T~oii PENNSYLVANIA 'TRANS·FER 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".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing app~rel,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 any undistributed estate or 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. --......--.,-..;...----------------""T""--""T""-----.,...------- Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) Simplified Sa vings Account No.192-09-5324 01 in Mellon National Bank and Trust Company~ Canonsburg Office~in nlo Melvin R.Stokes. Balance date of death 17~318.75 1t J~21)~'75" 2. 3. 4. Christmas Savings Account No.3070296 in Mellon National Bank and Trust Company~ Canonsburg Office~in nlo Melvin R.Stokes~ Paid in full at date of death in amount of Check No.001472 of Spank &Company.dated September 30~1970~payable to order of Melvin R.Stokes~representing payment of monthly pension for month of September~1970. Check No.58~552~460 of Treasurer of the United States~dated Nov.10"1:970~payable to order of Arthur K.Stokes"Executor of Estate of Melvin Roy Stokes~Decld."an~representing social security payment due decedent at time of death for month of August~1970"in amount of 100.00 I1J 84.55 rei }OOo,O O Insert this total opposite "Personal Property",Schedule "8"in the "As Reported"column on the last page of this return. x X -----------------------------------------------------------------, SCHEDULE "c" TRA.NSFEIlS I • RCC':36' J I ~SSIDENT DECEDENT ,rmmO'N'mALTH OF PENNSYLVANI A. T~iNSFER INHERITANCE TAX (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)~O (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)~O (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)_-IN........o'''--_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)~Q (6)If the answer to (5)(b)above is in the affirmative,s'tate 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)rxo (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)~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 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 MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) ~O~E Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.~O~E I,1 \RCC-38 ~ COMMONWEALTH OP 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 percentage Estate DEPARTMENT VALUATION Address and Relationship of Co-Owners,and PIace Value Share Valuation CAUTION-Do not Write of Record of Instrument,where Real Estate.I In This Space. Value of Value of Entire Decedent's Property Interest NONE I Insert this total opposite "Jointly Owned Property",Schedule "E"NONE in the "As Reported"column on the last page of this return. ..--..,., \ RCCJ)7 (12-63)' COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES .' BENEFICIARIES AND ADDRESS£S ,RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved.set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Arthur K.Stokes Brother Yes 1906 All of Residue-644 Alpine Drive , Canonsburg.Fa.15317 ~~ e ~ e -, ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE None ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF (Executor-Administrator must complete "As Reported"column #1.) .• •. >-l "'tl ~....Cll Cll§;;\e=.. til 0.....,::l "'tlCllll:>..........-0 til "C "'tl Cll.........g ~ ~~ >-l~~ ;"" CJ....o til .Con :1- t%j til....ll:>....Cll Year . P.\I THE t No. Will Administration Melvin Roy Stokes"a/k/a M~~yiJ::lR~S.t.()~~.$". Deceased Late of ...CaI1()l:lf31:l1]}·.g~.... County of .WCl.s.l1~ngt():rl Commonwealth of Pennsylvania enc::~~:>~WC/)~-< ?"?-?- REPORT AND APPRAISAL q ~~ -Ee-Ee-EO-Ee-Ee-Ee 'Vd "00 NO.L~NIHSV/i' 811111\.:50 d3.LSlv3U ON I~J ,/~~"113 SSncr ....... :-3 :0.:0'):W:0')'........:0 ....... 'Z ~-3:0 :0'):::s :W.([)'0').........:0 ·z :>:0 til .::s ~~.([)"0 .- 0"""....(tc:..--- I \ Howard O.Stevens"Attorney '('1"'\-11 f,'f.~!'"_......z ••_, 6t}f I~d I11 JJO OL -Ee-Ee-EO ~. ~~. :~.: ~. .~.."..~ -Ee..,..-Ee "-'- ~~ ~~.~\.......~ :>;r. ort~2"l'V..,......3 ::lr.c:.. DEDUCTIONS ALLOWED IN,/-10 THE SUM OF t ~.~j.,L . DATE APPROVED .j{J)Q~.?Q ~t.eZ&~ -Register of Wills,Agent fa 3 =ZtJ ==//;;-1- ~~-90 ...£ff'S- STATEMENT OF DEBTS AND DEDUCTIONS COUNTY .uu.~JU,JU-Iu.....--Jo.Ju..u='-'=L-LATE OF Borough of Canonsburg, OF THE COMMONWEALTH qFFICE OF THE REGISTER OF WILLS AND OF Washington Form ReC·10 DATE OF FILING APPRAISEMENT 12 -4-1970 OATS OF DEATH _....;S;:..e;:..p.&;:...:.t;:..._5;:..:!:L.....;1::...9:-7:-0-=--_ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH~1lI 1~70 Sept 24 1.The Daily Notf'~Advertising-Letters 12 50 Oct.6 2 M.L.Sharman.M.D.Balance due -laRt illneR!=:15 00 Oct 6 3 Oak SorinQ'CemeterY Assn.Opening Grave~etc.90 00 Medical Services and ~b UU Oct 6 4 W.Lawrence Wilson~M.D.Hospital consultation-last illnes S 40 00 I Nov 2 5 Albert G.Marrangoni~M.D.Medical care -last illness 300 00 Nov.172 f7 W.Leonard Griffith~ Funeral Home Funeral Exoenses 1 102 50 Howard O.Stevens.Attornev - I eimbursement for costs advancec 9/10/70 Russell Marino~Reg.Grant Letters~etc 13.50 I 9/10./70 Washington Co.Reports Advertising Letters 14.00 Wm.O.Phillios.Notarv fees 4.00 31 50 Howard O.Stevens~Attorney Fee L 100 00 Russell Marino.Register Filing Inventory and Debts /Is-0'0 and Deductions - _. - ).731,.~-v COMMONWEALTH OF PENNSYLVANIA }s.:COUNTY OF Washington I,Arthur K.stokes,Executor HEREBY CERTIFY.THAT.TO THE DEeT OF MY KNOWLe:DGE AND BELIEF,THe:FOREGOING IS A JUST .AN~TRU'Bfr~EMENT Jk/DEBTf'FUNERAL EXPENSES AND EXPENSES OFMelvmoy0esa·a e c.ADMINISTRATION SUBMITTED TO THE ESTATE OF ~"DECEASED,AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES.~...,(:~.~(L.6.) sWaiN AND SUBSC~?1Bi0'1JME THIS 4th DAY ()I"....n"''"'''VV)he ~A 70.18\.'hr1a...(y ~1I-X...--.......{J 1/illiam D,,1;li'lilJ$,I!pt[.,!;"..,Ii.. ;.I'~~inflton.Washington COU,.ly,r" My Commission Expirer JiJl):9 10,~972 ~.' \.\ \\ .. I ...IJ--.I...;;;c::>-~;:J :::01>f'Tl C CJ r~~(f)rrt"-'-cr.\.,f.1 rtl~~~-1 ~ .-.G)~c\........"0--1............-1 ~.1 0 ...z 0 --,--c-y~:::::0 -<:.- 0 --::n ..:::r.Zvr0 c::>):>(f) Q l Fonn RCC-2 DEPARTMEN~W'REVENUE t'..).... BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.J7 J27 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .......De.c.ernb.e.r.....1Q.,.....l..9.7.Q.........."( COUNTY ..~?:.~.~~.I!:~.~.?~:~~..:. FILE NO...2?:7.Q:.??.?.. Whereas,Hel:v:in Roy St.Qk.~.$.~J'fj~late of q~.~~~?.~.lL . in the County of .Y.!~1?h;j,ngt..9tL Commonwealth of Pennsylvania,having died on the .f.,;!,ft..h day of ~.~p.:t..~m1?.~:r;:19 7.9..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,B..Q$.~~.v.Q.N.G.Q ,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. I Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpous I $ ,",fH{SI 11\ldT •i See CODV of schedule "B"attached to appraisement 17.636 10 Total 17.6'36 10 '.. '.' ..... ,. "., 1{ .........~.~~::~~~t.),Penna. WASHn~GTON County , <, RESIDENT INHERITANCE TAX APPRAISEMENT Estate of HELVIN ..ROY...STOKES ... Deceased. Late of ...G.!lNON$.mJJtQ...... Date of Death,·····....······...·········9-5-70··················. Appraisemel!t Docket Vol.,3.$. Page,J.:.?:t.:~No ??:?'?:?.?.?.. Filed ill Register's Office,De.c.•....lO'J9..7'O. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,c . Wrote abo.ut Appra.isement,. Appeal It-om Appraisement,.. Entered and charged,.• .• -.' I .~~ COpy OF INVENTORY Nota.ry Public Arthur K.Stokes, f;r~~( 03 -70 -ff.:;-, xxx:JtXxxxxx Melvin Roy Stokes,a/k/a Melvin R.Stokes, Melvin Roy Stokes,aikin,etc, Novembet"70 xxxxxxxxx MelvilutttttJl1tgiUUll..Ai#phtistUtfut of the goods and chattels,rights and credits which were Melvin R.Stokes"Borough of Canonsburg, of ·.·..late 01.. Washington County,Pa.,taken and made in conformity with the above affidavit. PLRSONALTY ----~......-- Simplified Savings Account No.192-09-5324 01 in Mellon National Bank and Trust Company,(Canonsburg Office)in n/o Melvin R. Stokes.Balance date of.death . Christmas S~vings Account No.3070296 1n Mellon National Bank and Trust Company,(Canonsburg Ofrico)in n/o Melvin R.ftokes. Paid in full at dat~of death in :unount of Check No.00l~72 of SpantJ &Company,dated S~ptember 30,1970~ payable to order of Melvin R.stokes,representing paYment of monthly pension for month of September..1970. Check No.58,552"~60 of Treasurer of the l.uted States..d~ted Nov.10,1970,payab Ie to order of .Arthur i<.Stokes,Executor of Estate of Melvin Roy Stokes,Dec'd,and representing social security payment due decedent at time of .death in the amount of DOLLARS 100 00 84 55 132 80 CENTS Total Principal Personalty REALTY NONE ---------- 17..636 10 =-========= .. .... ....-~ .~... ",1 t:J ..' II),, ~, !• ',4 .. ".,... 1-" '10 OEC \(.., f'''U, 0';I ..3 .' SO .., '.., '\ '!.j-;'-. '\..: ~I'. ..' 'J',.' ..,." " to ,.' .., J