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HomeMy WebLinkAboutOC1970-0973 - ESTATE OF NOURIGAT,- Rcc-at (2-64) COMMONWEALTH OF PENNSYL VAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEAOE REP'JER TO 38-108-1 J Frederick P.Nourigat &John L.Nourigat (Executor ~) In Re:Estate of__..:r:..::;h::·rm=~:::.·e:::....:A:,;:;r~~:::.·e::::.l=--:N~o~ur~~=l·g~a:!:.t~_ ____---:.;W:.':::a~s~h=in~g!+t.lt'oloUn..L.------County -File No.63-70-973 You are hereby notified that the o~r~i~g~i=n=a=l~_ appraisement in the estate of Minnie Ariel Nourigat has been filed in the office of the Register of Wills qf Washington County on November 25 ,19~.Said appraisement reflects the folloWing valuations: Jt.Held Real Estate _ Personal Property __~]~Q~,~2~2~8~7.J------__ ~::......---,,-l=..1..o'5::.J.7.....t.5..a.:.8~5~_ Total 1::::;1:::..,~8~0:::t4:.!.•.L56~--- 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 __-=1:=1,--,-2:::..5,,---,7~0,--_ DATE OF DEATH:September 18,1970 Note:This is not a bill. Signed Title ~4,:LM;+!;> ALFRED TOSI,APH~~ISER I .', COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY estate of N011ri gat (Last Name) Minnie (First Name) A. (lnitiat) DATE OF DEATH 9-18-70 FILE NO.63-70-973 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ~vashington 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_1_-_2.::.-5-_7:.....°_ 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 56 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-----,;----,,---=c=-+-- 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 ......,............$t=t=t=ESTATE TAX ASSESSMENTS $ COMPUTATION OF TAX $ $-=c,,~6..:::::3_+_'1~/- $-------4-- $-------+-- $--------1--- FOR USE OF REGISTER ONLY Tax on $----::r-:-:---=-....,--4---2% Tax on $__----:/_(JL--=O~t:,::....::::L~~()~.!o£-~,_--.!6~ Tax on $---------+--5% Tax on $10% Tax on $15% ~e~ti~s * Total Estate .-+-__ TOTAL TAX $ (*)As evidenced by Charitable Exemption Certificates issued &:>()3 7/by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::~::o:::::::~=o= BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%fro~_____to $--.J AMOUNT OF ESTATE TAX ASSESSED $----~I- Estate tax paid $--Jl- BALANCE DUE $---.Jl- Add interest at rate of 6%from E ------I:to-----$-----~, TOTAL TAX BALANCE $------4PAID$-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 ..I MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..NINWIE ..AlUEL..NOUJUGA'L'.... Deceased Late of...MID\!.JAY County of JiASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ ",' ~ I Fonn RCC-2,COMMONWEALTH OF PENNSYLVANIA DATE .....N.ov..e.mb.~r.....2.5.,.....J.97.Q............ DEPARTMENT pF RPl:VJ;NUE ..............W.9.:§h.t.P.,gt..9.P.:...~..............RESIDENT INHERITANCE TAX COUNTYBUJt£AU OF COUNTY COLLECTIONS ........... HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO................??:.?~:.?.?..?....................................... Whereas,.............................J1innie.....Ar..i..e.l.....Ng:w.;:.;t.g,?:t...........................................late of Hidway.............................................................................................................,. in the County of ..................................~~f:l:.~h.;t.P,g:t.9..~..................................................................Commonwealth of Pennsylvania,having died on the .................................~~.?.................................................day of ..................~~.P.~.~J.Il~.~T ............................19..7.9...,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,....................................ALFRBD.....'r.O'S..l..........................................................,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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ PERSONAL: See conv of schedule liB II attached to aDDrail3 ement 10,228 71 JOINTLY HELD: See CODV of schedule liE II attached to annraisement 1,575.80 Total 11,804 56 ., : Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- fonnity with law on this"z~~day Of~Cii"'~~~ ppraiser ..............................................................................................................................................................?cJ ~(~r and Street) ..............................,Penna................................................~.................. (Post Ofllee) ..We:t~h:i.Dgt9n ...County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of J1:i.nn:i.<3.A:ri..<3.lNQur:i.gg,t . Deceased. Late of J~:i.q.jle:tY . Date of Death,9-:-:1-.8-.79 .... Apprat"semeilt Docket Vol 38.J ................................•....................• Page,JQ$.::::.L.No ~3.::-::.7Q~.973...'. Filed in Register's Office,N9.Y.L..?.5.19.7.0 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appraisement,. Appeal f,.om Appraisement,. Entered and charged, / " LoDt Hill and Teotem~nt , of MImUR ARIEL RO'OItIG.AT !~t1EI'E:n:U LCXm..t:DUR1GAT:t of the Boroush oi?!11..C:70yc l'!ooh!OBt~ou Cc:::)ty~ PCc:nc71vania~'bo!nz'of oound.aud d1eposine;mirldand rl&rorYr-h(.;)r~by i:·::'J'\-c!~f..o3 nU1:DID!.l cnyond all iJ1110 by me Qt"any time pre..,:"o~'cly t:Uldo~Co h~!'o~y 2:mC thin ray JJ~t:Hi~'1 end 'l'estanent in QUnner and fora rolloz:-1.ng: 1?ms':i':I C;!.Teqt:my EJtecutor or Eltecutors II harnL'lJaf'tor D.s:tll3do \:0 pa.y ond oot1ofy ell ny jUDt'debts Gnd funei:'sl enpenoeD 00 OOOl;3ol!cor:uy uoce~oc 00 to conveni(J~t~~y p0:331ble. sECtn~1):T.Y)=:ho event that my husband,JQH13 L.~:om!GATII SR.!)nhn:i..1..be ol!vo,oc tho c11':'.3 of t~,\e probate of this my Laat:1'::1.11 and :octc::'C1!l~tl r.~~ t:hcn g1voo davit.:8 cnd bequeath all my eotate both ':'Ml and pcZ"nO~Ll C'~J. t"1horaooovor olt:u..:~o at tho tino of.m.y dt3CGGSO to Q.y h':.1obnndf)JOWO 1....l:'mJu!G.~T:;\ SU.1I aoaolutely;I (J,'!,)horeby nominata,consttl:tutc ~U~appoint my L"lu::.bcnc.1j),~i:m ~'1&..1!"&L.~:m.m!GATD sn.,sa Executor ~g th£.o my Laot lIZ-it c~1cl Toc'\:.D!:cnt .. THmD:!n t.he CVC:'1t that:my h'i.18bnndp JOffi~L.t'Dli1lIGt4T D S!';".1I uOO11 not bo elive G&ChG tine 02 tho !itro~cto o£thin my LnDt Hi:"'J.enG "footC04")t tl I do then &,i~t~;)devine and b6<:j.u0ach nll It}~110l:c.te both 4e.c.l an'..po:-::ooDol and t"1horoocGvc~01.t:UDCC at tho t:i.c~oS::':Ij (acceDo £:.0 2y tt:o c~..:o,01111Z0 oDd oho-rc alihcb liRL'DE3.Icrr.P.~;;JUR!GA'r and JOll1'1 L.1::Drr;1!f~'J.\.n.D toth oZ 4ta"{1DY~ POS2!loylvcrdl.!lI 1n thin uvG:Jtl)I cl:>hct:'c;by cCiJi&'lccoe co~ot!.ttto cnc!c'i~r..nf: oy oono,l'"ilED~lCK I:.r:OmtICNg and :O:!~J L.t~OtJl~J:.(!ATXl .J~.t en [:;;lecut:c::o o~ thio my Loae Hill eot:Teotocm.1 ':• IN t-rl'l).~a.;;:v:i:a:."':3QP j)!hovo ho!:cunt:o oot my hood nDd caeJ.t~~o ~dey of e-_A"'-~'~:1J:-••_",_;I 1965. Siuocd b oC01ed n FJbliohcd nnd ecclc~oc uy tho uiCb!~naesci T.~otocs!n~ t11mU!!J\:ilEL ~(JORIGAT,as and fo::hor L,'1st Viill nnc:7astcm,;ntfj S-n the prrcoooco 01:uo0 \J~l,!)at he::::oquoott !n hoi:'pt'e~cncc end i11 tllo pl:cooncG 0:2 each ochoz;ha\rz ~-l~r.'cunto oot CUt'haods as uitocOP00. ----------------------------~--_._----- l \. ". ,. " ,. " " , I, .j ,I I ~........---...-,......, 1 3.5 0 1 2 6.0 0 1 0.0 0 1.4 7 O.0 0 1.0 0 2.0 0 3.0 0 1.0 0 8.0 0 1 0 0.0 0 1.7 4 2.5 0 T .. ti- f~- •tL, , Ji,, I fIi~ft r· t· tt ! ttI t} :... LJ 7J·773 ,~ _"~•~.-lo.o..;'~~,~..~"4 '-~f,#..,.,1-:'"......."",\,..:."a."'--~'t OF MINNIE ARIEL NOURIGAT ..'.'.'...~- ..........--;::'0.;.."'"'~.. FIRST:I direct my Executor or Executors,hereinafter named, SECOND:In the event that my husband,JOHN L.NOURIGAT,SR., THIRD:In the event that my husband,JOHN L.NOURIGAT,SR., I,MINNIE PRIEL NOURIGAT,of the Borough of Mid,~ay,Washington do hereby ~ake this my Last Will and Testament in manner and form following: Testament,I do then give,devise and bequeath all my estate both rea stitute and appoint my husband,JOHN L.NOURIGAT,SR.,as Executor of County,Pennsylvania,being of sound and disposing mind and memory, husband,JOHN-L.NOURIGAT,SR.,absolutely;I do hereby nominate,con hereby revoking any and all ~nlls by me at any time previously made, and personal and wheresoever situate at the time of my decease to my after my decease as is conveniently possible. shall be alive at the time of the probate of this my Last tVill and to pay and satisfy all my just debts and funeral expenses as soon this my Last Will and Testament. shall not be alive at the time of the probate of this my Last Will an Testament,I do then give,devise and bequeath all my estate both rea and JOHN L.NOURIGAT,JR.,as Executors of this my Last Will and Tes- >and personal and wheresoever situate at the time of my decease to my two sons,share and share alike,FREDERICK P.NOURIGAT and JOHN L. INOURIGAT,JR.,both of Midway,Pennsylvania;in this event,I do here by nominate,constitute and appoint my sons,FREDERICK P.NOURIGAT I I tament. IN WITNESS ~VHEREOF,I have hereunto set my hand and seal this day of __...:U;;..--ft?6:....,<_II~U..·{J:::..:·~_ /-rt 1r1"I • Signed,sealed,published and declared by the within named Tes- tatrix,11INNIE ARIEL NOURIGAT,as and for her Last ~vill and Testament, in the presence of us,who at her request,in her presence and in the presence of each other,have hereunto set our hands as 'tvitnesses. c ~' ~L..'.:...:....:~::::.....~:.::;:;.-;~~--:.~~~;z::;,;:2:d~::......---:Res iding at ~J<'A,/'~-[:' I, iJ I~!, i \ IiI t I·I I I1•I; r[ 1 ~i~ f~ ~, ft •r Ir it1.:tI'lj;,! ~. ~ l-iI- fi[" trI.' ft F Jril.~ i tt•[ ttIrt~~,. t, f' ~i t~.. ItI, it I t! t.. ,, '._-""'-....;i~-..-...,..;.....,-.,....,~~-.:..,........'--~7·:..-;-r---~~:'~~···-,'",~".........~.~-~''''ur·.oI!..~...'..._._--....._~•..--- ..:W~$hi.ngto.n .. Form.RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ~~'\ J EueutorS and say AFFIDAVIT OF EXECUTORS.M:i.P..p..:i,.e.Ar.:i,.e.l NQy.r..:i.ggt.. (State full name of decedent) IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the Inheritance and Estate Tax Act of 1961.):_------------""?""....------------IN THE MATTER OF THE ESTATE OF Late of~.i.,.gw.:~y.BQ;r.Qu.gh.,W.a.s.hingto.n County ~i»HlNKHJGf~'J' ~_State of ..g~~.J:l..~YJy',!:m.~?} S5: County of W~$h:i,P..gt:Qp.. ¥~.~.4.~~.~.~~~N.9~.:J;.~g{l.t ~P..g J..Qhp L N.Qu.r.1g~.t.:..)Jr, ~&Ki1fiK~of the estate of the above-named decedent being duly sworn,depose Decedent clied s.~p.:t.::.~m~~~ti,)1..8 (Hsy),19(~E~i·"'{~~~eaVing a last will,copy of which is hereto attached.} Name and.address of attor~ey or}Joseph ..C.•..Ralston,At.torneyat Law,118EastLincoln .:~::r a:~t::rrl:ees::::::::n:::~:=~:Avenue,l.1cl)oIl~ld,..f~J:lIlSYly.c:lIl:i,{l.l?Q,5].. mailed. That as such ~~.~.£y.t.;~:u;::.§.deponent is familiar with the affairs of said estate and the property con- (I·:X(!C\I tor-Admini8trator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- -NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX Union National Bank of Pittsbur McDonald Office MeDon d RELATIONSHIP pF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules ....BoL..__of'this return,with the exception of'the f'ollowing,f'or the reasons hereinaf'ter set f'orth: That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of'deposit,sav~ngs b~nks,trust companies,or other institutions,whether individually,or in trust for any qther ~erson .or p~rsons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of'savings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- .debtedness of the Uni ted States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,work~of art,household fur~iture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortgaees 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 f'ace value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance policies carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. ,.J.~I In the case .of Securities of close or family corporations,the values reported are as far as possible substantiated by financial statemen~s,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 busin,e~s as,may be pertinent to a fair and just appraisal ;of the .de,cedenp'.s interest therein must.be submitted.It should also set forth in itemized form,together with the fair market value thereof,any ot~er..~r~pert~\own~d~?!",",bequeathedby the decedent a~~h~~,1me:of d~at~'11 '..:":,,,"J ~ The Schedule C attached hereto and made part hereof sets forth a true an~:w,~r "to ,each .inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years 6fdecedent's death,in contemplation of decedent's death,or intended to take effect in possession ~r 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 de'ce'dent,the propdrttonate share:received by e'ac'h tra~'sf~ree and all other facts of a pertinent nature regarding said transfers.In the case of transfers inte;d~d to'.....,.... take effect in possession or enjoyment at or after death,,there is also attached,to the scheduie a cony . ,I,'j t ,\1'),,(fofthedeed,trust agreement or other instrument creating the trust.Ther,~'is'also set forth in said 'schedule a list of all property,real and pers'~~"al;with its value,which passes at decedent,;'"death by vir~u~,of .the exer.,cise Py d~cedent,·~ither,~ndividu~lly"orjoint~y with ano'ther,or',any power of appoint- ment vested in decedent,ei,t~er indi~i~u~qy orl.~Qjl~.t!,Y,!,~y.th~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 i~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 sho~ing which of the beneficiaries nam~d in the decedent's Will,if any,'died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or.others,including intangible,stan~ing ~n the name of the decedent and others,~~lus'the date and place 'of record of instruments effecting 'theJvesttture ~f '.•--~,. .•\.,.''''~~.'.,crealestateandthedate-Iof acquisit:l.on of pe'rsonalty,plus.the naine,!tddTess;andreJ,atlonshlp,'if',any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts arid 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 dea~h;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. "E",and "F"as directed therein,"e", n L.Nourl.gat, 5 Front Street,•way,Pa. ;~~~~~~~~ (Street Number) l1idwa.y.~,P,enDs,y,l:v..ani.a ,__,..__,.,, (City or Town and State). ...;;" That the totals of the appropriate columns in Schedules "A","B", have be~n carried forward and properly registered in the Summary .' ...;;f-2S;:~fto;:f:~b:;t~i.::~.~: ..,~~,:K ....., SANDRA l.STEWART.NOTARY McDONALD BOROUGH WASHINGTON COUNTY MY COMMISSION EXPIRES FEB.23.1972 NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT 'OF REVENUE- BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY -------------------, * R .,, 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 hrold 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 Commo!,wealth of Pennsylvania should be described by lot and block number,street ond street number,together wi th o general description of the property,with a reference to the record of the conveyance by whi ch the decedent took title;If a farm state number of a. cres;alsa statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,acc':ued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. (1)(2)(3), DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write DEATH In this space) 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. $00.00 'f':;.... RCC-35 ,.. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.G.D.U.S.Savings Bonds and tenta- tive trust accounts,must be li.sted,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with hllcrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interes t in any undistributed estate of or income from any property held in trus t 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. ESTIMATED MARKET VALUE UNIT VALUE ITEM List and describe fUlly Item No. DEPARTMENT VALUATION (Do not write in this space)---+----------------------+----+------+~-------1 2 24 United States Savings Bonds,Series E, at the face amount of $25.00 each, issued from January,1944 through September,1947,value as of date of death Savings Account No.811982587 in the McDonald Office of the Pittsburgh National Bank in the name of Mrs.Minni Nourigat in trust for Frederick Nourigat and John NQurigat,Jr.,value as of date of death,9,222.97 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X ~ $10,228.71 ,"RCC-36 COMMONWEALTH OF PENNSYLVANIA TRANS}~R INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRA.NSFERS (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)-4NuO'-_ (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:Not applicable. (a)Age of decedent at time of transfer _ (b)State of decedent's heal th 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)__=N~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)No (b)What was the transferee's age at time of decedent's death?~N~O~__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of'or the right to income from the property transferred? (Answer yes or no)..:N::.:.;::o'--_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__~N~O~__ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others U Notapplicabl e. (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)--=N"-o=-_ (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).No (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)_N_o __ 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 NONE DESCRIPTION MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) $Insert this total opposite "Transfers",Schedule "c"in the "As Reported"column on the last page of this return. 00.00 ReC-38 CCMMONWEi\LTH OF PENNSYLVANIA THANSFER INHERITANCE TAX HESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY IliSTRrCTIOliS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th 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 I Unit Address and Relationship of Co-Owners,and Place I Value of Record of Instrument,where Rea~~state.I percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Checking Account in the Union National Bank of Pittsburgh,Pittsburgh Office,Pittsburgh,Pa.,in the names of Mrs.Minnie Nourigat or Fred Nourigat,Account No.73-41877-l, value as of date of death $3,151.70, decedent's interest,one-half, ~0/1-(,7 Insert this total opposite "Jointly Owned Property",Schedule"E"/5'r;s'f5' in the "As Reported"column on the last page of this return.$1,575.85&..-...._..1------' RC C-43 (4-69) COM~ONW~LTH OF PENNSYLVANIA elleCEIVt DEPARTMENT OF REVENUE COUfq ..p~f4U O~ HARRISBURG I...OLL£/,/. Ocr I ONs 420 PH '10 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 FINANCIAL INSTITUTION The Union 1'lat1onal Bank of tittsburgh ADDRESS .t'.U.Box 537,r ittsburgh,Pa,15230 ACCOUNT NO.OF JOINT,Att:H.G.Miller,~~SBlt Gashier TRUST OR INVESTMENT DEPOSIT tf73-41877-1(Checking) NAMES ON ACCOUNT OR INVESTMENT __---'---'~_1I_.s_._1'_1in_n_ie_N:::our==i=g=a~=--o-r--- Fred P.l~ourigat _ DECEASED JOINT DEPOSITOR,lijre.I·.innie Nourigat .\./'TRUSTEE OR INVESTOR ..:...:./~__ ADDRESSANDCOUNTY 304 Dickson Street,Midway,Pa,15060 DATE OF DEATH ---::::S~ePt!.:t~e~m~be~r___=18~,l__=!:1~9r.ulO.!...__ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR F~re.;;..d~P.;;..,_N~o.;;:;ur;..;;1;:o:ga;;:.t~_ ADDRESS 3_0_4_u_i_c_ks_o_n_S_t_r_e_et...::,_M_1d_way-:..:...,_P_8_,_1~5_06_0 _ RELATIONSHIP TO DECEDENT __---s-"'o-n----------- DATE DEPOSIT OR INVESTMENT June 9,1967 v WAS ESTABLISHED ------------;:r;------- "BALANCE,INCLUDING INTEREST 3,151.70 ~--#/j-1 r ,Or'DUE,AT DATE OF DEATH $~___.;.,.)~...;;d...:-:'rJ~,d~_ ~~r I,SlJ,Y~~Jr.~f:~~~ j'!J~.A/'_.--rr J./I 73 Signature TITLE~~~/1 Assistant Cashier McDONALD OFFICE RCC-134 (1-691 COMMONWEoAL TH OF PENNS'YLVANIA DEPARTMENT OF REVENUE BUr.EAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ;. ""'"-OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Mtdwy.Pennsylvania.15060 TO:-iilFl'r10nrdt---i"P:.:-.--i!M1foltT·tni"l'··"t1T":b...~t~.------- :;Ot.Dicksot:\:;)treet, Date:Oet.ober 7,J 970 County \·1a.ohington County File No._ Bureau File No._ We have received notice that,as a result of the death of---.ll:.lol'!rsu··;u'j,...JWlfw.5.uMILI·...1Sl.EJ.....NowJ.tl·un-..,:·IoiGr,gAi.Jjtf--_ on September 32 19-70-,you came into ownership of certain property through right of survivorship,which was formerly owned by the decedent. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:Jt..Checking Aeecmnt #7~-1 bela 12)tbC'manN NATroNA!.BANK OF PXTTSBtIDGH;PImBURGH OFFICE,PITTSBURGH,PENUSYLVANIA, IQ .the'llG1J:le$of ~fre,t1inr..t ",t.lourigat,ot Fred Nour1ge.t.Opened,i~9JO.Ba1anco as of appraised by the Commonwealth,as of the date of death,at $_'4i:~j.....5....'.....!'n~,o..".·_ SO %of this amount is taxable at the rate of ,% ORIGINAL ASSESSMENT AMENDED ASSESSMENT ASSESSED BY:-:-_ (Agent for the Commonwealth) 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 of death of the decedent,pr on or before Dee~a,g 19 10 you may deduct a discount of 5%0 the amount of tax due,or D 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 *1£the tax is not paid by the above date additional. interest is due at the rate of 6%per annum untit paid /JOJ;LfMOUNT DUEt/J j::.(~CA.A~ APPRAISED BY:J.l-II__ (Inheritance Tax Appraiser) $ - - --4.1-3-- ---- -------~-- 94.55 $-------- $=============== INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: {~tf>.., 1(Lt#l To insure proper credit to your account thiS Official Notice must accompany your payment.Mai I or bring it to: If you have already paid this tax to an executor,administrator,attorney or other personal representative of the dec~dent fo'r forwarding to the Commonwealth,list below the date ~id~iTlime and address of-the pei'son tt'whom 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 wh ich 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_. Signature of Taxpayer REPORT OF REGISTER OF'WILLS..It • , , ";,I " .'" ::~.,' .'<,',...... ,. RCC-37 '(12-63)", COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" .... BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent "or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fi;lCt.)OR NO BIRTH John L.Nourigat,Jr.,205 rant Street,Midway,Ita.Son Yes 1/2 .rederick P.Nourigat,304 ickson Street.Midwav.Pa.Son Yes 1/2 • . . F F D ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE No exce tions. OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT :M::I,llJ:):i,~A.l:":I,~lN()\,ll:"i,gE:it: Deceased (Executor-Administrator must complete "As Reported"column #1.) ('):'-4 ...,'"d ::0a:0 ~(!l eb '":I-"::l "'0 e:..'"::1 '"...,:1'1'(t'fZ ~ Il>:........,-0;.<..-CIl '0 Il>~'"deb0"'..,..,~:~.g ~t'%1 :(!len:,.. ....:(1)'<~;'"eb :...... :l-d:t1:0~:(1) :11rt~ Year . D<THE t No. Will Administration Late of :t'U".clWE:iYaorQugh . ...__J i i ~-EiI')-6/)~~~ :1-':1-' :1-'i-':0 >;.....:'W '":00 l..n::1"':!:l:l.......:0 ~::1"'.eb..-~+""-·VI :0 :00 :oog '-':.~:-.;-""1:VI 00 :0 ......0 ct:0\.i..n :0 :1-':0 c...... c.:::J County of.~~h!P'gt9J:l_.;-,-1"_;:-::::~I<f)Co,"1 .,Commonwealth~~f~ellcisvlvan~a~i -.1:~;r'~"':~)j--'l~~-;:::I -~.-. 0,0 __-,. REPOR'[~XNi):APPRAISAL'0 :~.~J,,.:- I :::: -0 f'-U .',.J ':/C')t...'• Joseph C.Ralston Attorney at Law McDonald,Pa. ;- :tf)o~.:-.~V)·-(')· -::r'~.Jr)·: V)c::~~>::0V)U;~ (')(') ?"?" ca >:: ~,*-6/)~,*~".~'-",,"'-. l '. ~: ~. ~ :~.(t. ~~ >:J: vct.......8"l'.:)h....-3 ::lc::c... ~,. AND AGENT OF THE COMMONWEALTH Form RC C.10,,~.. OFFICE OF THE REGISTER OF WILLS OF Washington COUNTY ~3-70-973 STATEMENT OF DEBTS AND DEDUCTIONS o:"uO"o",.A,:oi:iy~~JQ J9Z5 RUSSElL MA~INtf - LLt~ lis,Agent ESTATE OF Minnie Ariel Nourigat LATE OF Midway Borough,Washington County,Pa. ~-"-18 1970DATEOFFILINGAPPRAISEMENTDATS:OF DEA"'~,-- DATE NO.OF NAM&:OF PAYEE \~y.~-r ....lJ.AMOUNTVOUCH""bo V~~ 1970 ."v Oct.6 Russell Marino,Reg.ofWil1s Letters Testamentary &2 certificates 13 50shortKexXERxes Oct.5 Weirton Conv.Home Medical expense 126 00 Sent 24 IRev.Barrett Honorarium 10 00 OC't'10 Edwin G.Wi1son.Funera1 Director Funeral exnense 1.478 00 Oct.9 ~usse1l Marino,Reg.of Wills 1 short certificate 1 00 Oct.19 Sandra L.Stewart.Notary Public Notary fees 2 00 Oct.Russell Marino.Reg.of Wills Filing RCC-33 3 00 -Oct.~andra L.Stewart.Notary Pub ic Notary fee on Petition 1 00 Oct.Russell Marino.Reg.of Wi11f Filing Petition for SJll~ll Estate Settlement 8 00 Oct.Joseph C.Ralston,Esq.Fee 100 00 - TOTAL $1,742 50 COMMONWEALTH OF PENNSYLVANIA COUNTY OF \vashington I,John L.Nourigat,Jr. }sa:;£~;J.%-u~~ and Frederick P.NOurig~~- - HEREBY CERTIFY,THAT.TO THE BEaT OF ~Y KNOWLe:DGE AND BELIEF,THe:FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Minnie Ariel Nourigat 'DECEASED,AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. SWORN ANt SUBSCRIBED BEFORE ME THIS 19thO~to ~'~v!tl-18 ~"tjG-vz1&Cd ~~Lh:r SANDRA l.STEWART.NOTARY PUBLIC McDONALD BOROUGH WASHINGTON COUNTY MY COMMISSIGN EXPIRES FEB.23,1972