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Home My WebLink AboutOC1970-0911 - ESTATE OF O'NEILFonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE .......~.~.p..t..~.mQ.~.r.......l..7...'"......J.~?.Q ..... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ..............~r.~.~.?~.~.g~.~.~.........BtfREAU COLLECTIONS ',.COUNTYOFCOUNTY"I ~..................... HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO..........~.~.=..?.~.=..~.~.!........................................ ., ..........~..~..Jy.~.~..h.~.~g.~.Q.~..........................................Whereas,..............q~.r..t..rqq.~.....l.i.~......Q.~..N.~.il .......~.....:............................................late of in the County of ............................:w.~.~.b.ingt..9 ..n...................................................................Commonwealth of Pennsylvania,having died on the ..............................2.3.....rd.............................................day of .......J.:u.ne.........................................................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........Chan.e.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: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent aftertheexpirationofanyestateforlifeorforyears,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit Appraisement I Description of Asset Values Made for Inheritance Tax Purpoles $ JT.HaD: See cony of annraisernent filed 3.375 00 -,., I I ..-\I ..... '... -.,. ;..Total 3,375 00 t ;.. , ; fonn~v~~hbl:':~:Irh~w~~~:.~;o~erebY,,~~~vea~p=ise=::tiS7::i~;>(" I ,~A"..",~;..······:··2:···~}.~.~~'b··~·::·~...:::::~~t:·:...·..·.....:...:::.:...:..:::::...:.::.:,......;~~~:.. Poet Office) , .- /WMUU;NQTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of GERTRUDE H.O'NEIL Deceased. Late of E.WASHINGTON Date of Death,..(~.J..~.n~~.3..,.l..9.7.Q . Appraisemel!t Docket Vol.,. :' 4 Page,No.63-70-911.. Filed in Register's Ofjice,..$.e..pt l.7 19..7.0. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut A ppra.isement, Appeal f,.om Appraisement,. Entered and charged,. \. • _______._,'~"_.~'__'._'_"~""~'_"'~""'_~._"'..,__,_----.•__......__~_",_e__,.........__..,....", Form N~"RCC-62 (6-70)THIS FORM R~QUIRED IN ALL ESTATES W"ITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 ~F ACT OF JUNE 16,1961,JEF'P'EC"fIVE .JANUARY I,1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) ,,/'...tsz.....__..--.,f0lJ,('1/\OFFICE OF ;:H o County of ...W-~P.1)..iP'gtp.n.......•... ,'".~'I M .~J;'~Aq~p..e Q..JS!"~j...:I:"of .7f3..S .•..W?-.q~.Av~Wq.shing.ton,..pa•." . ".'(Name)I .'(Addrellll)..,•. b · d 1 \sworn \.-'d":"to I d''s'd'•"th'td..e 's the sister &surv;iving jo'intelOguy.accor 109 aw,epose an sa}s a wI I --------.-.-.---{M~~M---'tenaiit __,"",',_ •c ~,I _~".,-,"..-C --c ...-.......:.••-":-.-••...::...•of the estate of GERTRUDE__H ..__O'_.NEIL.whose last resIdence was--J.8--S._--Wade--Avenu.e-----.--------------, . \-\(No,)"(Street) ~~§.t~_~~§h~Qg~_QD-__.--'.----:-----.deceased,and that the.whole:ofthe estate of said decedent:WhQ died _!I"!JD..~__.z_3......1.9_·:Z.o , -Q _.,(CIty,Borough or TownshIP)(Date), consisted of: -\.REAL _P.~QPERTY , I I 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.GIV'E NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated NONE Value,--. ".p -,,.' .,-..-,. 0 ,"-'.i L:"~l f ,,h ,, \. Personal Properly The followina oersonal nronertv which is all the nronertv which decedent died seized of is specifically and in detail set forth in a oroceedina in the Orphans'Court Division in the settlementofasma1:l:estate ot Gertrude H.O'Ne~l,deceased,at No.63-70-~L!..and all of said property was awarded to Frances S.OINeil as dis ~ributee .f;Jt::.L rot::Q.1lU.l~UJ:Q.J,.J,.L.1lt::nt::~.r.:::;. 1 .. ,-\\.- 22 shares of common stock of Lone Star Gas 407 00 Checking'account in First National Bank &Trust Co ••Washinaton .250.53~~~---.,\ 1/2 interest in a 1956 DOQae sedan , ·7S .00 Itt--'- 1/4 interest in the estate of Anna o.Blondoer audit filed at 33f1 21 J~ No.63-70-125 .,, TOTAL 1,068.74 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 financi.al institution or mortgage hvlderand indicate clearly amounts of principal and interest in the decedent's account at the elate of death and the type of account,account number and the exact name or names in which the account is registered.' ,-,---'-,'"~----,.---_.~..-'-.,-.------,--.~..-,~.-...-.',----~..,~,~---_.-.,-.~"...-----_.---- Jointly Held Property Estimated '~alue A Parti,a:i:Return was filed of jointly held real estate and the -...,.. transfer inheritance tax oaid in fUll.v "f)IX An ~odivided 1/4 interest in household aoeds at-.7R F;WanF!AUF!100.00~was l.ngton,Pa.,Jo~ntl.y neola W~'Cn uUl.~a u.pnl.Ll.~ps,Frances S.9 Neil,tl~l~~m:t O. The -fo-liowin*-joint :s'a,vinas acc'ount'in First Federal Savincts &Loan:Assn.of was ington transferred from Gertrude H.O'Neil,deceased,t(~ Frances S.-O'Neil;viz:--- NO.DATE OPENED BALANCE !AT DEATH PERCENTAGE 22392 2/2/6-7 $8,285.95 ,~50%4,142.98 'J--- ~570~5/5/69 $9,305.89 100"/0 .9,305.89 k A9447\-,3/26/59 $1,432.74 50%716 ~37. The following jointly held savings account in First Federal of Wash- ington transferred from Gertrude H.O'Nerr-t.o Jull.a o.Phl.llips: 9893 8/59 $2,733.75 50%1 366.88 -- Transfers within TWO YEARS Prior to Death NONE - ,.'" :-'- ,)r-.. ":11 0-•--r, ..~ (~~-L.,.'~ [j ,,,,=)..., ~.:I ,--,.,. ,'.'t That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- 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 RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES -AND ADDRESSES .'(If step-children qr -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 otherwis~,in estate.)are.involved,set OR NO,AT DEATH OF-IN.ESTATE forth this fact.),DECEDENT ..-._. Frances S.O'Neil.78 s.Wade Sister Yes AT.T,Ave.,wasnl.ng'Con,.1"a. o ," 'R"T n;....t-"~n-F ;:tl ......~•'nl"'l';'n to',~c~t-t-'n-F ;:tl cm;:tl ,'~.-F ~,rio U O'Neil at No.63-70-911 and th~Consent of"c 11-the h ~irs,the Entire estate of Gertrude H.O'Neil was awarded by Order of 1he Orpha rl,s 'Court 10 Frances S .- O'Neil. ,..---..--------~----- ,"\-.- RESIJ)E~T DECF;DENT DEBTS AND DEDUCTIONS CLAIM~D NotE'List first five items in the spaces so provided,obser~e not~tions thereon,and instructions •::l Funeral expens~s paidPiattFuneralHome r----.:D::..:E::.;B::..:t=-...::o:..::R=--'-=C=L::..:A.=..:M=-__----,------.::N:.::A:.::T:...::U~R::..:E~O:..:.F~SA:.:=M:.:::E:.--..----=.A~M~O~U~N..;T,.---bTHISCOLUMN~EGISTERONLY $1,250 50 $ 8 50 o 00 150 001 Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees.For preparation of small estate Petition,Preliminar~tax report &this final r port 0 00 FidUCIary commission •---:-.-=--+=-::::.+-+-__ Goldfarb &Goldfarb Register -Filing Petition &certified copies OTHER DEBTS AND CLAIMS (.)See Note below Mrs.Dorothy Morrison Nursing Services I 60 00 Mrs.Frances Arbuckles Nursing Services I 30 00 Tayloris Pharmacy Drugs 5 35 Dr.S.Glenn Nicholls Medical Services 82 00 Washington Hospital Balance after Medicare payment 93 20 Simon White &Sons cemetery marker 125 80 Ambulance &Chair Service Ambulance Services 20 00 Notarial Fees 7 00 By reason of statement abtve referred to in the settlemeJ of sma.!estate ;n which the informant,Frances S.O'Neil,paid and assumed bayment cf all the above ind,-ebtedness and SpE cifically by rea,son of the fat:,ttthcit the said Frar ces S.a-Neil was surviving jcint owner of savings accounts,i the amcunt of $:U9.~044",58 the said FranCES S.O'Neil had a legal obligat on to pey I..he indebted- ness or-the said decedent and claims credit for the dif,fe ence be+we,m the" total individual assets and the individual debts for a cr~dit in he sum of $763.61.i Total 1,832 35 washington,Pa.15301 .~~~..A.l ..D.\..RJ1 .... Frances ~~~~er &Sur-viving Joint Tenant .78.S.·.Wade ·Ave•.........................,. (Street Number) Subscribed and swom to before me this . Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater or less than the estimated amount claimed and al)9wed. ......:~.~#..'.day of....,19..7.1 ........rf)~:..~~~~~..~~~HlNGJ9N'A1~HINGTON €-O'.I P"~'/~~OMr~N EXPIRES JeEi 29,i972 Having been duly sworn accord-ing 'to law,I hereby certify that the above appraisement is made in conformity with law on this •••c •••••••••••••••••••~g-'~.dayof.....,···············:IJ·~·.,19.7./.~._n ..,..........0 .../J.~:. ApprAiser In the event that any future intel'est 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 intel'est. I REPORT OF TH~R,EGISTER 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 deponent,except as 'ose items where a greater or lesser amount is set fortl!in the last column to the right in said schedule above,which greater or lesser amo nt re resents the s,urn allo~~-l deduction. Dated:1..~.~J.:.1.t.................. ...:~f1.~ Register of Wills I ,,J. / ,. " :TO' H... >- n., 1 •Form No.RCC-62 (6-70) N6-~.63-70~911, Will,: :-'~ J\dmiriistrationINo..',. ,...., .Year ..., . , \ IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF I: GERTRUDE H.O'NEIL .......................................O'..O'O'.........O'O'......O'...... Deceased Late of ~?~t.W<;t1=if1ip.,g1;:9n .:t3P'\l;9~gl,1.. County of ..,~~~l:;in(J~pr::.,.."..,., --""0 "'-=r:...--. •l'~;::;~.~J .....;:n --Commo~we,a~~~nn,syl~nia .~~::c --...u;,:J:.:..~~~=S :.~i"qREPQltT~AND APPR~IS~L ,,~("')'~Jg~;~~~~ ,, ,---0 -.....,......,1»UJ '-- cn 0'"(..U I I. !I:I, It[ rl J '/ GOLDFARB &GOLDFARB Court Square Arcade ,, washington,Pa.15301 ~, .~ RCC-51 (2-64) COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS .INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Francis S.OINeil-Informant IN YOUR REPLY PLEAOE REFER TO j In Re:Estate of__........;G:::;1e~r~t~r~u~d::::.e:::.....:H:.:.!..•...;O:::.....:IN:.:..e~J.=.:·l=-_ _____---:v..:.,:fa:;.:s:..::.:h:=i;:;;nj;l.gt.=..o=.;n:.:..-COUDty -F He No.63-70-911 Dear Miss O'Neil, You are hereby notified that the sgpplementaJ appraisement in the estate of Gertru5e H.OINeil has been filed in the office of the Register of Wills qf wasb;ng±.OP County on January 27 ,19~.Said appraisement reflects the following valuations: Jt.Held ~_--'--__.1~5,~6~3=-2.....12c...--_ Personal Property -=1~,~O~6~8~.~74~__Transfers _ Total ....,jJo.l.6"*,~7.:.J,Q.l.LO~.8....6"'--_ 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. Date _----'J~a:!:!n~ua~r.J-y-2=.7J..,,'-"'1:...9u.7-=1'-----_ DATE OF DEATH:June 23,1970 Note:This is not a bill. Signed Title WeR ..CHA1WY,CHIEF APPRAISER ~------------------------------.., •> \ RCC-39 (5-68) 1 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of 0 'Neil (Last Name) Gertrude (First Name) H • (Initial) DATE OF DEATH 6-23-70 FILE NO.63-70-911 REPORT OF INHERITANCE TAX APPRAISER; I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_~W:~a~s:=.:h~i::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:_......1==-::..!:2"'-.L7-=-:..L7.:!ol~_w.~O1uffi ~ INHERITANCE TAXAPRAfSER REPORT OF THE REGISTER OF WILLS ____9»_~ REGISTER OF WILLSSIIPPI.EI1ENrAI. Dated:1,-'-2....;7'--..:..7_1 _ I,the undersigned duly elected Register of Wills in and for t\{ashington 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 reat or lesser amount represents the sum allowed as a deduction. 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 14 868 51 14,868 51 Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $-+__2% Tax on $-+__6% Tax on $---------+--5% Tax on $----------l---~Tax on $1/,RhR ~,~ Exemptions * Total Estate----4-__ TOTAL TAX COMPUTATION OF TAX $--------+--- $--------1:--- $--------1-- $-------..,j.-.,,-~ $....:::2~.::::.2i~(..:::2:=:8~ $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 -~-C$---AMOUNT OF ESTATE TAX ASSESSED $. Estate tax paid $I BALANCE DUE $....JL- Add interest at rate of 6%from to $--t=TOTAL TAX BALANCE $-----.PAID $_ 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 O:EIt'I'IlVa.E JI.0'JlJ:EJ:L Deceased Late of ....E.11T.ASHD-.:GTON... County of WASHIIDTON .. Commonwealth of Pennsylvania REPORT AND APPRAISAL I ·," IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION RE:) ) ESTATE OF GERTRUDE H.O'NEIL,) DECEASED ) PETITION FOR SETTLEMENT OF SMALL ESTATE UNDER THE FIDUCIARIES ACT OF 1949 P.L.512,SECTION 202 AS AMENDED TO THE HONORABLE P.V.MARINO,Presiding Judge of said Division: The Petition of FRANCES S.O'NEIL respectfully represents: 1.The Petitioner is a sister of Gertrude H.O'Neil, late of the Borough of East Washington,Washington County,Penn- sylvania,who resided at 78 South wade Avenue,Washington,Penn- sylvania,who died intestate on June 23,1970. 2.No application has ever been filed for Letters of Administration upon the estate of said Gertrude H.O'Neil,nor is there anyone qualified,nor will a Petition be filed for a family exemption and settlement of her estate. 3.The only property owned by the said Gertrude H. O'Neil at the time of her death (excepting property held in joint tenancy with the right of survivorship)consisted of the following: (a)Two (2)certificates of Eleven (11) shares each of the common stock of :Lone. :E)tar.··~:_Gas Company,one dated April 15, 1943 numbered DO 6952 and the other dated February 2,1961 numbered D017401 and the ••••I~ value of stock as of the date of the death in accordance with the certificate of the stock broker hereto attached is $18.50 per share,or a total of $407.00. (b)Checking account in the First National Bank and Trust Company,Washington Office 250.53 (c)A One-H~lf (1/2)interest in a 1956 Dodge sedan owned jointly by decedent and Petitioner.(title being in the name of the Petitioner)"an affidavit of two persons familiar with the value of said car attached hereto and made a part hereof 75.00 (d)A One-Fourth (1/4)interest in the estate of Anna,0 ..Blond.,.,Account filed at 63-70-125,not over 4nO~OO TOTAL ASSETS $1 ~#i132.53 (e)In addition to said assets there was received subsequent to the date of death a dividend check from the Lone star Gas Company payable to Gertrude H. O'Neil dated September 14,1970 in the amount of $6.82. 3.Decedent was survived by the following,being her sole heirs at law,who all resided together with the decedent at 78 South Wade Avenue,Washington,Pennsylvania,who are all past the age of 70 years,and who are all sui juris,viz:Julia O. Phillips,sister;Frances S.O'Neil,sister;Margaret O.Hallam, sister;and Stewart M.O'Neil,brother. 4.There are no creditors of the decedent,your Petitioner having paid or advanced all the debts of the estate in the amount of $1397.35 including funeral bill,.expenses of the last illness/and there are no outstanding cl.aims ·:other.than for a 'marker for the grave in the amount of $125.80 which will be paid by Petitioner. 5.There is no person entitled to any claim for exemp- tion and there are no wages due or payable to any member of the decedent's family.There is attached hereto and made a part hereof an Assignment by all the surviving heirs except your Petitioner assigning all their interest in the above estate to -2- e ·'....... their sister l the Petitioner herein l Frances S.O'Neill and requesting the Court to distribute and award to the Petitioner all of the assets herein listed. WHEREFORE I your Petitioner prays your Honorable Court under the provision of Section 202 of the Fiduciaries Act of 1949 as Amended to award and distribute to your Petitioner the personal property hereinabove listed. COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ) ) ) SS: Before mel the undersigned authority I personally appeared FRANCES S.O'NEILl who I being duly sworn according to law l deposes and says that the facts set forth in the foregoing Petition are true and correct. Frances S.O'Neil Sworn to and subscribed before me thisr--:. day of 1/{I 1970•.. {MuA&~~ Notary Public NOTARY PUBliC flASHINGTON,WASHINGTON CO.PENNA.' MY COMMISSION EXPIRES MAY.26.197;} -3- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ,, IN RE:) )No. ESTATE OF GERTRUDE H.O'NEIL,) Deceased ) AFFIDAVIT OF APPRAISEMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ) ) ) SS: Before me,the undersigned authority personally ap- peared JAMES W.WARD,used car sales ,manager~bf--Gebrge,~iStewart Motor Company,the Dodge dealer in Washington,Pennsylvania and __R_o_b_e_r_t_S....;._C_r_o_n_1_n;.;;...-__,an employee of said company,who being duly sworn depose and say that they are familiar with a 1956 Dodge sedan owned by Gertrude H.O'Neil and Frances S.O'Neil and that in\:~,h(i3iJ;opinion a fair and just appraisement of the said auto- £.JI,';t.'"1'"... mobile as of June 23,1970,the date of death of Gertrude H.O'Neil, would be $lSI).0% 7 Sworn to and subscribed before me this 7th day of Oct. ~ipUNtJar~PUbrtc MARY LEA SMiTH,NOTARY PUBLIC ,/ MY COMMISSION EXPIRES JANUARY 29,1971 WASHINGTON,PA.,WASHINGTON .CO. ", IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION RE: ESTATE OF GERTRUDE H.O'NEILl DECEASED ) ) ) ) No. ASSIGNMENT AND NOW,November 7I 19701 we the undersigned I being all the heirs of the said Gertrude H.O'Neil with the exception of our sister l Frances S.O'Neill who is the assignee hereinl do hereby certify that we have read the within Petition l do join in the prayer thereof and that the same is true and correct and for value received we do hereby assign and set over to Frances S.O'Neil all our right I title and interest in and to the personal property listed in the within Petition to the intent and purpose that the Court may award and dis- tribute the same to Frances S.O'Neil and we respectfully request and authorize the Court to make such distribution. (~Il Ii')(]1\1 i !IJ t~Mtl.i'<!l ~.\1/i-C/~{~f~;..'.j _ Julia o.Phillips 111.~~.,(f)2ive.~~..-Margarev O.Hallam I>4~1h=CQ/;1 JStewartM.O'Neil LL Union Trust Building Pittsburgh,Pennsylvania 15219 Members New York Stock Exchange and Other Leading Exchanges HUNTJEJR INCORPORATED FormerlyKay Richards &:Co.Inc.and McKelvy &:Company George Washington Hotel Building Washington,P a.15301 412-222-9220 Septemb~r 23,1970 Meyer Goldfarb,Atty. Court Square Arcade Washington,Pa. Dear Sir: Regarding your request for the price:of Lone Star Gas Company as of June 23,1970.· 18 3/4 high and 18 i low. Yours very truly~ FFN;maj F.F.NICHOLAS,MGR. pARKER/HUNTER INCORPOI1A TED ·, IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION RE:) ) ESTATE OF GERTRUDE H.O'NEIL,DECEASED ) AND NOW,to-wit,November DEC R E E )?,1970 the foregoing Petition for Sellement of Small Estate having been presented to the Court,upon consideration thereof and of the Assignment by ,the remaining heirs to the Petitioner,and on motion of Meyer Goldfarb,Esq.,attorney for Petitioner,the prayer thereof is granted and it is hereby ORDERED , ADJUDGED AND DECREED that the property referred to in said Petition, to-wit: 2 certificates of 11 shares each of the common stock of Lone Star Gas Company,one dated April 15,1943 numbered D06952 and the other dated February 2,1961 numbered D017401 Checking account in First National Bank and Trust Company,Washington Office 1/2 interest in 1956 Dodge sedan owned jointly by decedent and Petitioner 1/4 interest in estate of Anna o.Blond,Account filed at 63-70-125,not over Dividend check of Lone Star Gas Company payable to Ger- trude H.O'Neil dated September 14,1970 in amount of $6.82 •••0 .~ is hereby awarded and distributed to the Petitioner,Frances S.O'Neil and that this shall be done without grant of Letters of Administration and without further notice to anyone and that this Decree shall con- stitute sufficient authority to all transfer agents,registrars and others dealing with the property of the estate to recognize that the person named herein,to-wit,Frances S.O'Neil,is entitled to receive the said property. I MEYER GOLDFARB HOWARD E.'GOLDFARB ATTORNEYS AT LA)N .-.".J '- ~ 't IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION No.C.;3 -70--t/// IN RE: ESTATE OF GERTRUDE H.O'NEIL, DECEASED PETITION FOR SETTLEMENT OF SMALL ESTATE DECREE ..--,...---.J c::J -*~~l~~::o::o :n::--->fTl c ,g(f)0 W r;l::r.:(,'J (1)..,..~.;~ toO r--""" ~~~)rr.--_.-.~--""I ~~71 - ...,""-1 -.5;_~_"-0::::x:g :2 ~~-J~~--~.I ---0'0 (J"'I:r>(fJ c...v GOLDFARB AND GOLDFARB ATTORNEYS AT LAW 9 COURT SQUARE ARCADE WASHINGTON.PA. I ;<q-Cotp ~ , R CC-43 (5-65) COMMONWEJd...TH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania ~I Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: ) WBbjngton.Pat 15301ADDRESS78S.Wade Avemle, DATE OF DEATH :J_u_n_e _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __--'F!:..!r:.l:a~n~ce5alisa......l.!.S.......l!IQ!-·~Ne....il.Al~l _ _..,. DECEASED JOINT DEPOSITOR,\==, TRUSTEE OR INVESTOR Ge_r:..:;t_ru_d;..:e~H.::..•....:O_·~Ne::;;;i:;.::l~l_-l,_"L-.---:--_ NAME OF REPORTING FINANCIAL INSTITUTION First Federal Savings and Loan Assoc.of Washington ADDRESS 77 South Main Street Washington.Pa,15301 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_..i:.S:a.aa.3LvJ.J:jn18g,s.s---i::lS...-......2t42~~:;l..;92'__------ NAMES ON ACCOUNT OR INVESTMENT Frances S.O'Neill or Gertrude H.O'Neill ADDRESS 78 S.Wade Washington,Pa.15301 TITLE RELATIONSHIP TO DECEDENT_..!:Su;i.e.st.lLlegr'--_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED 2-2-67/ BALANCE,INCLUDING INTEREST J;..#""'1 I L/J,r </ DUE,AT DATE OF DEATH $__~8.a.::.1t2;;;:;_;..:;.8=-,5..ll..::9~5---.;8;.z.,.::.28;;.;:5~•.:;.;95=--..:.;l:::...----L)--' (/-.) \,~~../ /5;'1~/'!4'7;/,,~,:u,'/.5' S~~.5/,61 R CC-43 (5-65) COMMONWEALTH OF PENNSYLVANIA 11R~tffll\'fffrtil DEPARTMENT OF REVENUE i~'!~(ltkfilf!I,1f~(~'{iJ,OF' HARRISBURG "l,r trffN.L[(:diI'J<!"~Irl'.\$ JYL 22 ~- . .~j,S rfi}!J '1' NOTE:TO BE SUBMITTED IN TRIPLICATE 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: I I ;.;;-'/1 J~ / .-~. NAME OF REPORTING ...FINANCIAL INSTITUTION First Fedoral Savings and 1Detl A80ociation of WashingtOl'l ADDRESS 77 South Motn Street WaRhington,Pa.15301 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT__S_IlV_f._ng_8__2S_7_02 ----- ~~~~~~~T~~~~UNT Savings 25702 Oertrude R.O'Neill or Prances S.O'Neil DECEASED JOINT DEPOSITOR,Gertrude K O'Neil ~TRUSTEE OR INVESTOR ·_·.....;V~_ ADDRESS 18 S.Wade Avenue t.fashington.Pa.15301 DATE OF DEATH __Jun_e _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _Pr_8_t\C_es_·_s._O_'Ne_l_1 _ ADDRESS __'S_S_._W_8_dO_A_y_e._W_8s_h_i_ng_t_ou_,_P_8_._1_53_o_1 ---- RELATIONSHIP TO DECEDENT SISTER---==---------------- DATE DEPOSIT OR INVESTMEN~M¥5...69·:7( WAS ESTABLISHED ===:::::;::===_ BALANCE,INCLUDING INTERES;;05.S9 DUE,AT DATE OF DEATH $------------ ~ignature rlTlE RCC-43 (5-65) COMMONWEALTHOF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG Prances S.otNeit---------- NOTE:TO BE SUBMITTED IN TRIPLICATE 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,Iweherewithsubmitthefollowingreport: DECEASED JOINT DEPOSITOR,0/... TRUSTEE OR INVESTOR Gertrude H.O'Neil V· ADDRESS 78 81 Wade Bvenue WaBhj.=n:l;;>.gt....o.....n..........P.....a....._15~3.....0....1 _ DATE OF DEATH --=:::J.:::;un:.:,:e=--_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ADDRE S5 _---=7-=8~S~.L_:.:W.:::.ad:.::e:::..:::Ave.x=n:.l:lu::=.e__..::Wl.£la~shuui!l1lnt.li>g.l&ltQloU.n ....._P....ALt.~1501a3ou.10t.Ll --- RELATIONSH IP TO DECEDENT __S-..X.....S....WI:o,I;lR --_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED -~3·B42;,.g6-.;-5~9 ~::z:__------ BALANCE,INCLUDING INTEREST h DUE,AT DATE OF DEATH $~~~--=.2=---...:...-~-.e.--_- ('t ( /S 'f,j 7ft•.!7 -:I b 7,'It'"",~--+-f'/~,..,..r",="",~~~- S16 jp~.-;<f'5,37 J 57'{) 4 RCC-134 (8-65) COMMONWEALtH OF PENNSY LVANIA DEP-ARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL"N0TI~E OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION _.......;.;.WA=S~H,=I=NG~T:..::O.::.:.N.z-•...:.P-=E:.:.:NN:.:.::S~Y.:.LV.:.:.A!!.lNI~~A~......:!15301 TO:FRANCESS.Ot'NETt,I,L 78 SOUT]f{WADE AVENUE Date:.July 29 •1970 County Waahington County File No._ Bureau File No._ We have received notice that,DBIKlJGXXtKUnItlXilXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX on .June .....19.11L,you came into ownership of certain property through ~~X ~XH~UIU«transfel"from.GERTRUDE'H.OtNEILL,deceased. 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,~s transferee. The property on which tax is hereby assessed consists of:Jt ..Saving.Acc::t.(1}s.22392,(2) 25702.(3)9447;held in FIRST FEDERAL SAVINGS AND LOAN ASSOc.OF WASHINGTON apprai sed by the Commonwealth,as of the date of death,at $19,024.58 (1)5o\~f t(~)lOO%t ~n~xrj)a5~rate of 15 ~RIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABL E AMOUNT $14 t 165.24 LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMENDED ASSESSMENT $-------- ASSESSED BY:---------- AMOUNT OF TAX DUE D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before September 19 '/0 you may deduct a discount of 5%of the amount of tax due,or D Th is tax became de Ii nquent one year after the date of death of the decedent 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 date additional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DUE/J $ I2,124.79 ______!Q.6~24_ $-================- (Agent for'the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money'orders payable to: (over) To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: I If you have already paid this tax to an executor,adminjstrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the date paid,name and address of the pers9n to whom you made payment,their official title and the amount.~""~1 Date Paid Name and Address of Payee Official rl.!!L.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 person,al 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 BEFORE ME THIS DAY OF;. _____________19__\,\.•........,....~~-...,.....,--_-_:__-- ,.','..'Sign<lture of Taxpayer ,\'.' REPORT OF R~GISTER OF WILLS Register of Wills I,theu~·dersigned,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 qf $--------0 ~..•:~~\-......, Date of Approval:.,;.-._'-., .,. ". R CC-43 (5-65) ..', COMMONWEALTH OF PENNSYLVANIA RECf,IYEO DEPARTMENT OF REVENUE COU'BUff.£AtrOr- HARRISBURG 'lin .cOLLE{~IHJNS ,JUL 22 33~P,H '70 J NOTE:TO BE SUBMITTED IN TRIPLICATE 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:' NAME OF REPORTING .IFINANCIALINSTITUTIONFustFederalSavingsandLoanAs,soc.of Washington ADDRESS 77 SM Main Street Washington,Pa* ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT S_a_v_in....::g:....s_9_8_9_3------io------ NAMES ON ACCOUNT OR INVESTMENT Gertrude H.O'Neil or Julia 010 Phillips- DECEASED JOINT DEPOSITOR,.~.TRUSTEE OR INVESTOR G_e_r_tr_u_d_e_H......:.,,"--O_'N.;.:e:..::i..::.l_-=~:::-.._ ADDRESS 78 South Wade Avenue Washington,Fa ~15301 DATE OF DEATH :-:=:-::J::-u_ne_xtiil 1_9_70 _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _...;;.Ju..;;.1::.:;i:;::a_0::..J",:......:..;Ph::..:i:,::1:.=,h=:i·p:.:::s~_ ADDRESS 78 South Wade Avenue Washington.Fa.15301 RELATIONSHIP TO DECEDENT,-:=-_s_i_s_te_r_,---:._ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED :-:=..........-:--__A_U,,::gU_s_t_1_9_S_9---:-:_ BALANCE,INCLUDING INTEREST J.'It DUE,AT DATE OF DEATH $__--:.$-::::27=3_3.~7:::-5_~...::::~=-..J/+=5:..~;..::..~~/..:.1=--_ ((tf I,)1/J'-..;;''-~'~~':;I.::./J~....~,......:\..:../..J.I.::.;ftJJtJ:J~J,,::a..:..:::~----__,..dA;..:::·.;;;,.,·,·jL .- /S:-nafure TITLE ~ 15301 OFFIeiAlON6TICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION WASHINGTON.PENNSYLVANIA---- Date:.JulY 29 ~1970 County Washington County File No._ Bureau File No._ We have received notice that,".~~X'JOL"{ on .lunA 19..11l.,you came into ownership of certain property throughDiXi\~.xum~. ~~.transfer fr"m,.GERTRUDE H.O'NEILL,deceased •. TO:JULIAO.PHILLIPS 78 80U~rH 'vADE AVENUE RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU~OF COUNTY COLLECTIONS ;INHERITANCE TAX DIVISION i 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. appraised by the Commonwealth,as of the date of death,at $2 t 733.75 50 %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $__---:1::..1·.=3...;:;.6..;;..6;:;.;:.8::..,::8;....$-------- AMOUNT OF TAX DUE 205.12 D If you pay the above amount within three (3)months of the date of.death of the decedent,or on or before Set!>.19 70 you may deduct a discount of 5%of the amount of tax due,or _______J..Q.2§ D Th is tax became.de Ii nquent one year after the date of death of the decedent 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 RUCTIONS TO TAXPAYERS ASSESSED BY:-------- (Agent for the Commonwealth) $================:-205.12$ *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DUE APPRAISED BY~.£,.t.~4----l~~~~~- Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany ° your payment.Mail or bring it to: AStir Hr··~..Ii:...~;';.I\lL i~.~£hi:.•i1 ~lUmUSE WASRiGiOa"£»:ElNA..1530J (over) If you have already paid this tax to an executor,adminLstrator,attorney or other personal representative of the decedent for forward ing to the Commonwealth,Iist below the late pa id,name and address of the personto whom you made payment,their official title and the amount.P ••:.... Date Paid Name and Address of Payee Offic ia I ritle 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 person,al 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. ,.'(..~....... \\.f' •f.~"..~"..."."'~..,:.'>;;"))"':/:REPORT OF REGISTER OF WILLS / 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 $--------0 SWORN AND SUBSCRIBED BEFORE ME THIS D.AY.O~I ••J ' ______________19__'')'r'.'"~:.....'--,----:'~...,...,.._:+.~~~-~.....;','"-':---__.:,t·::f',~·-:'.;"~igrtb'ture Of ta'xpoyer,: .f '".•. Date of Approval:_-_ Register of Wi lis -69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 16,1961.J,UARY 1.1962.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)t:3 -./<::),-,7// PARTIAL RETURN OF JOINTLY HELD REAL ESTATE ONLY 'OFFICE OF THE REGISTER OF WLLLS County of .V!~~~~~.<:!~?~..•I ..~~':~?~~..~~..~~~.t::~~' : ,of 7.~.~~.~~~..~~~.~~.~~~~~?~~~~.'..~.C:~. (Name)(Address) ,sworn.s,sister and surviving jointbemgduly.accordlng to law,deposes and says tharlle IS the----------------~~..,.,..Vy~V;\i"y~~----------tenantffil(~~.·r.~rtt.) GERTRUDE H.O'NEIL ,78 s.Wade Avenueoftheestateof.------whose last residence was ---------------.-----------------------------------------------(No.),(Street) ~_~§_t..__w:~§h~nJlt_Qn .._..deceased,and that the whole of the estate of said decedent,who died __~!-!p._~?}_L_J._~1 0~~Borough~(Date) .'onsisted OP.'(inter alia)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, ,."EstimatedRealEstateValue):,.. , ./ IV 0 AI E- I , Personal Property TO BE FILED WITH FINAL RETURN ,. NOTE:You may expedite the processing of this return by filing with it,an,d 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. hb---......._ Jointly Held Property A 1/4 interest to ether 'with 3 survivin sisters Julia '0:'Ph's Frances S.O'Neil &Mar aret O.Hallam as 'oint tenants another sister,w-ho died Dec.21,1969 &whose 1 5 interest Julia 125 to decedent &3 surviving sisters asabove set forth &Anna O. et ale by deed dated Nov.9,1962 and recorded in Deed Book 1141, ~urvivorship and not as tenants in common conve remaining 4 sisters thus vestine in each~ni·~'~;u::.~a----.J./..;Lin±.su:J=S4jL"J.J~_frontLng 60 feet on the East siae of S.Wade Ave.in the Borough Washington,Hashington County,Pennsylvania,having erected thereon 2 sty.frame dwelling house.Assessed value $4,050.00 -Full value JOINT PERSONAL PROPERTY -$13,500.00.Interest of decedent 1/4 or TO BE FILED WITH FINAL RETURN Transfers within TWO YEARS Prior to Death That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly wit~,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 THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT BENEFICIARIES RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (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 OR NO AT DEATH OF IN ESTATE forth this fact,)DECEDENT Julia o.Phillips,78 s.lvade Ave.,washLngton,Fa":SLster Yes surv~¥~R~tjoint Margaret o.Hallam,78 S.Wade ~ve.,wasnLngton,pa.til-ster Yes surv~ving jointenant- Frances s.OliNeil,78 s.Wade Ave.,Washington,Pa.Sister Yes ::>urvLvLn~tJoLnttenan DEBTS AND DEDUCTIONS CLAIMED $Funeral expenses paid List first five items in t~sJ,>acea..so provided,observe notations thereon,and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN,..='-------"'----'---"--'------'--,----------------------,-----,------mEGISTER ONLY $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees • Fiduciary commission • OTHER DEBTS AND CLAIMS (.)See Note below TO BE FILED WITH FINAL TURN Total "Having been duly sw?r~JWrding to law I ce tify that the above appraisement is made in conformity with law on this ................./7~day of .'.-..~.?-<~:z-..-c...~1<7<-e..--":.~.":'".-:"'.,..,..,...,....,..~;~,~~~../C ,~/¢:~~.c?~C···_......-··~iser In the event that any future interest in this estate is transfel'l'ed in possession or enjoyment to coli era eirs of the decedent after the expiration of any estate for life 01'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.' Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater or less than the estimated amount claimed and allowed. SUb'''7 ';;'''"tu b'fU"S:;::';;'~~············7;)~~;£~~£~~~t.............7 dayof ,19....""'-Q...~a.~('t<3 A EVELYN A.M 0 ~~ishing'tot~)S~utNi;St3di"""'"....................~.........cAID ,,p~WASHINGtON~WASHUl4GtON .CO.t..~~. ,MY COMMiSSION'E'X'PiR'ES (City or Town and State) REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respectfully report that I have allowed debts and 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 said schedule above,which greater or lesser amount represents the sum allowed as a deduction. Dated:. Register of Wills Form No.RCC-62 (7-69) :r~.~INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .~~~';[';R;C;J];)~.~.•..9.'.~~;r.~. Deceased Late ofEast washington Borough................................................................ County of .Wcg;h:i.:t:lgton...................................... Commonwealth of Pennsylvania REPORT AND APPRAISAL PARTIAL RETURN OF JOINTLY HELD REAL ESTATE ONLY BY A SURVIVING JOINT TENANT GOLDFARB &GOLDFARB Court Square Arcade washington,Pa.15301 "'-"1"....'''''fo.. ".I 'Vd "OQ N01:JNIHSVM SllllA J 0 tl3 JS If):3 U o Nltl\:}'·.i ,·jSSnlJ Ei OIIPJ Ll .d3S OL :a]II .~j Rcc-al (2-64) COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEAOE REFER TO NOTICE OF FILING OF APPRAISEMENT FRANCES S.6'NEIL Inform~nt J In Re:Estate of__G_E_R_T_R_U_D,.;.-E_H:.-....-._0.:....-:'NE:..;...;;.I::;L=---- ____'_NA_S_H.....;I_N_G.....;T=-O-:;.N.:....-County -F He No.63-70-911 Dear Miss O'Neil: You are hereby notified that the original appraisement in the estate of Gertrude H.°',Neil has been filed in the office of the Register of Wills qf lvashington County on September 17 ,19.2.Q..Said appraisement reflects the folloWing valuations: J t •HeldReal Est ate _--'-.....3y,....31,.j7l..l.S"'-'.o..lO"""OloL-__Personal Property _ Transfers -=--~,....",..~--- Total ...:::3~,U:3w7~5u.~0'-Jo0'--·__ As to such tax that is paid within three death,a five (5%)percent discount is allowable. remains unpaid after one year from date of death, of six (8%)percent per annum is charged. months from date of As to any tax that interest at the rate Any party in interest who is aggrieved by an app:raisement may appeal therefrom as provided by law. Da t e S_e......p~t=-e:..::m::;.,b=_e:..::r:...-...:1:::..;7:.....;,E...-:1=...:9=-7:..;0:;..._ DATE OF DEATH: Note:This is not a bill. June 23,1970 Title lY •R.CHANEY RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDEN'r DECEDENT ... SUMMARY Estate of 0 t NEIL, (Last Name) GERTRUDE (First Name) H. (Initial) DATE OF DEATH _6_-_2_3_-_7_0_FILE NO._6_3_-_7_0_-_9_1_1 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington 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 S edules"A","B","C",and "E". Dated:__~9~-.:!:1...!...7..:::.-...!...7~O _ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for 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 as a deduction. Dated:_ REGISTER OF WILLS 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 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+-- Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $-----------4--2% Tax on $--+__6% Tax on $-----------4--5% Tax on $-----------4--10 Tax on $5% Exemptions========I== Total Estate ..........__ TOTAL TAX COMPUTATION OF TAX $--------+-- $--------+-- $--------+--- $--------+--- $--------+_.-: $-----_--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 $------IL- Estate tax paid $---Il- BALANCE DUE $L-- Add interest at rate of 6%from t= ------I:to-----$-----'--1' TOTAL TAX BALANCE $-----~PAID $....J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation.I Will (...No.Admlmstration IN THE Year . - ~ MATTER OF THE APPRAISEMENT OF THE ESTATE OF GEE-TRUDE H~Q'.NE:rL Deceased Late of .....E.J~A$IfIN'qT.():N.. County of ....WASlilNGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL , ..~ • Fonn RCC-2 .COMMONWEALTH OF PENNSYLVANIA 'DATE ".............Januar.y.....27~.....1971 ....,.'DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ...............~~.~.~~~'.~.9.?~~.................,COUNTYBUREAUOFCOUNTY-cSLLECTlONS ........ HARRISBURG.PENNA.17127 APPRAISEMENT :FILE NO............§.?=?.~.?.~..................................,....... Whereas,.....................................G;~.r.t.r..wj.~....H.~.....Q..'.N.~;t.l................................................late of ..................~!:w.'?:.~h~p.gt.c:>.l}.................................................. in the County of .........................................W?-.l?pmgt..Qn...........................................................Commonwealth of Pennsylvania,having died on the .......................................23.(;l,..............,..............................day of ...................c!.P.P..~...............................................19..79...,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,WR •CHANEY an appraiser duly appointed according to law,..........................11..........................................................................................................., having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance SUPPLEMENTAL Tax PurpOles $ PERSONAL: See copy attached to appraisement 1,068 74 JT.HELD: See copy attached t 0 appraisement 15~632 12 total 16.700 36 I I I ,I . ! III i." ....................................iJ.~.),Penna. (Pcist Ofllee) Washington ...County ,\ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of GERTRUDE H.<)'NEIL Deceased. Late of ..~.~.Jt~~.tI~Q.r.Q.N .. Date of Death,6.~.~.3:~7Q . Appraisemeilt Docket Vol.,J..~. Page,./..q~-:6 No 63~7.(b..9ll . Filed in Register's OfJice,~~:gl.!L..?7.19 7.+ Amount of tax due,$. DEPARTMENT OF REVENUE Received., Examined and Approved,.. Wrote abo.ut Appraisement, Appeal ft-om Appraisement,. Entered and charged,.. i I • ,