HomeMy WebLinkAboutOC1970-0975 - ESTATE OF TARHALLAFonn RCC-2
-bFJi'A'R'J.:lWENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
'HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
I
DATE OetQber.:6.,-l970......1
COUNTY w.'3.:.~.h:i.:P.:g~.9P.:.
FILE NO..9.?.-::79.=.9..7?...
Whereas,Waltsr ,Tarhalla late of B.:u.lg~.:r..
in the County of W~I?.hingt..QP.:Commonwealth of Pennsylvania,having died on
the .:L..9.~h day of ~~.~~.~19..7.9...,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W.•R Chaney ,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 fhe
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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purposes
$1.841 43
Jt.Held ,
Jt.Bank Account #81 1979089,held in the
PITTSBURGH NATIONAL BANK,McDONALD OFFICE,McDONALD,PENNSYLVANIA.
In the names of HALTER TARHALLA or JOHN TARHALLA.Opened
t._l_t.r:..P"l",.,,..<>as of date of death.$3.682.85.
TOTAL 1 81.1 43
!
!
I
I
!
,
,
Having been duly sworn accor~ing to law,I do hereby certify that the above appraisement is made in con-
formity with law on this .......~...........day Of~~d1ii!J19~a.
Appraiser
.............................................................................................................................................................Wr plumber and Street)
Penna.......................................~...............................,
(OIBee)
········\'1ashington····County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.................wg,lt.~r.....'r.:a.r..h!3,.lla....
Deceased.
Late of
...Bulge.r .
Date of Death,Al;J,gl,l,~t..J9..,.):9.79 ..
Appraisemel!t Docket Vol.,..
Page,No ..?'J::::.7~.9..7.?.
Filed in Register's Office,~~~?~E3.~§.J9?.~..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,..
Entered and charged,.
,..'"
!:.,
RCC-43 (5-65)
COMMONWI;ALTI'4 OF PENNSYLVAN IA
DEPARTMENT OF REVENUE 8~fCJlV£D
HARRISBURG COUNr r ~tAU Ort.-OILr .•..,:DNS
~Ef II 3.58 PH '70
J
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Deportment 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 P_lt_t_Bbu_'_r=-gh_Na_t._i_on_aJ._.·_Ba_.....,...nk-------
r.:DDonald Office
ADDRESS ~Mcm·t!!D:!ol;onwalWol.!..d....,...J..P-"'&.,L,....l...",SQltol;5."..%;....·__..:-_
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT._........8_1_1_9_790_8_9 _
NAMES ON ACCOUNT t-JeJ.ter !arhal18 or John tarhaUa .
OR INVESTMENT __----'---'---====-_:--_-===::::::;~_
DECEASED JOINT DEPOSITOR,Walter 'farhalla VTRUSTEEORINVESTOR ~_
ADDRESS B_Q_OC_4_0_3,_·_B_ul_g_e_r,_._P_6_t_1_5o_1_9 _
DATE OF DEATH August 16,1970
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR __Jo_M_._T_8_r_M_l_1a_,.__.:...-_
ADDRESS ---
RELATIONSHIP TO DECEDENT__Sotl_._
DATE ~AEt~~~~~~I~~~~S_T_M_E...,...Nlm-.-e-,_1.:....--19_6...;..'_1.-_---:r,-_
BALANCE,INCLUDING INTEREST 3 682 8S .J-_:f ClJI i.I:J
DUE,AT DATE OF DEATH $'.;2.-/(7 /1.1.)
#sfhiJjIffII.Jj.J ~//61 ft
S~J}~,~.i'~
ClC~~
Signature Asst..Oaehier TITLE
COMil\ONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL...N9!I,~OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO:J mlN'TARHAl,I.A
BOX 403
Bu~GER,PENNSYLVANIA 15019
Date:S_c~r,-,'t_·c_n_:b_G_r_l_6-!.~:...-J...;'9...;7_0~_
t'lashingtonCounty _
County File No._
Bureau File No.
We have received notice that,}ii-li>iii~tAat>tmui:KKXXXXXx:XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXn:
on Augnst 16 19-.1Q.,you came into ownership of certain property through ii~~~~~~1}W~dtXXX
Xw'A'S}fPIJil~xr*}Q~)j(idOiY\}he}QeA&deliK trans fer fl'Qnt f WALTER TARHALLA,docean cd •
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 E.r0.E.er1.Y.on which tax is hereb.l assessed consists of:Jt.Da.nk Aco\lnt 61:81 1979089J heldthepITT.~BURClI ~{ATIONAt uAt"K,McDONALD OFFICE,McDONALD,pr.;NUSYLvANl ~.In
names of HALTER 'l'ARHALLA 011 JOHN TAnlIALLA~Opened,6··1...65.Ualnnce as of
inthe
appraised by the Commonwealth,as of the date of death,at $3.682.85
.50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
ASSESSED By:_
(Agent for the.Commonwealth)
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DU E
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before No'V'.16 19 70 you may deduct a
discount of 5%of the amount of tax due,or
o This tax became delinquent,fifteen (lS)months
after the date of death and,-in addition to the
tax,statutory interest at the rate of 6%of the
tax per annum is also due as of *_
19__in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum unti I
paid
TOTAL AMOUNT DUE
/J -/')f'"
APPRAISED ByJ/C.J (//~'_{,~:--;t'J (/
(Inheritance Tax Apprai r)
$
$1.2.'..:...94-:1;.:..:.,-:4..::.3_
110.49
5.52
110.49
$---------
$:==:===========
INS.rnUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
~~.&'/07-/.{
£/d ~r /7'/0
~e /i',4-/.2.a.?~
To insure proper credit to your account
thls Official Notice must accompany
your payment.Mail or bring it to:
1?~11 J1J,t~
AG6,NT FOR THE COMMONWEALTH
COURT HOUSE
WASHINGTON,PENNA.15301
If you have already paid this tax to an executor,administrator,attorney or other personal representative .pLthe'"
decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to wh<NJ1
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)
SS:
COUNTY Of _
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__
Signature of Taxpayer
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 $•
Date of Approval:_
Register of Wi lis
~>..
RESIDENT DECEDENT
t.J-7t1-f7...5-)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF .W.~s..hj,p"gt;.Qp..
.uuu.u..u ~
IMPORTANT:This return must be completed in detail and ~iled in duplicate,with will attached,with the'
Register o~Wills of the County where decedent resided;Return is due within one year after
date o~death,unless an extension is granted hy the Secretary o~Revenue.(Section 703 of
the Inheritance and Estate Tax Act o~1961.)'----~--------------------
•••••u ••~.:••••~;:.~~:;.:;.:;h:~l.~;.~ATE~.~···c···o···un········t··y···}:A:D:M:INU:IVS~T:RAOTFOR(State full name of decedent)
Late of ~IJ.l.~.~h ~.)Jo/~shington ..
:,:.;:::::~:::~~:_::---_:::}'"
John Tarhalla.......................................,......,.
of the estate of the above-named decedent being duly sworn.depose and say
Decedent died .u......uu.A:t:1.g:t:1.~'t:.uuJ§~...
(Month)
Name and address of attorney
other authorized representative
whom all correspondence should
mailed.
or}to
be
.........•19..70 5»XfXIl€XJGiXHKXXfiKXiXlXXK>XXK~XKlmCK«X1Xf{!!t&X}
(llay)(Y""r)Lintestate
Josep'hc;.•~~!~t:()J:'l,~~q~.'.ll~..~.~.~.t:Lincoln Avenue,
McDonald,'Pennsylvania 15057 uu u.,.
That as such <;:Q~deponent is familiar with the affairs of said estate and the property con-
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
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
NONE
That the contents o~said sa~e deposit box or boxes are itemized under Schedules o~this
return,with the exception o~the ~ollowing,~or the reasons hereina~ter set ~orth:
That Schedule A attached hereto and made part hereof sets ~orth fUlly and in detail all the
real property in the Commonwealth of Pennsylvania o~which decedent died having an interest therein.It
also sets ~orth the mortgage encumbrances upon each parcel o~real property at the date o~death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereo~.It also sets ~orth in the columns provided therefore the ,assessed valuation o~each of said
parcels,the estimated market value thereo~as o~date o~death o~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 o~death;all moneys le~t by the decedent
at the time o~death,whether in decedent's immediate possession,standing to decedent's credit in bankso~deposit,savings banks,trust companies,or other institutions,whether indiVidually,or ~n'trust ~or
any other person or persons giving also separately the accrued interest thereon,if any,:down ~o the last
interest day prior to decedent's death in the case o~savings banks,and to the date o~:de~edent's death
in all other cases;all bonds,postal saVings,treasury certi~icates or notes and other eVi~~nce of in-
debtedness o~the United States to the decedent;all obligations,whether by statute o~agr60ment they
are designated as tax ~ree,of the United States,or any state,or political subdivision the~eo~,or o~
any ~oreign country,which are owned at the time o~death;all wearing apparel,jewelry,silverware,pic-
tures,books,wo~kso~"art,household fUrniture,horses,carriages,automobiles,boats,and any and all
other personal chattels o~whatsoever kind or nature,le~tbydecedent,together with the ~airly estimated
market value thereo~;all bonds and mortga.ees held by decedent and o~all claims due and owing decedent
at the time o~death,and all promissory notes or other instruments in writing ~or the payment of money
o~which decedent died possessed,o~whatsoever nature,with interest thereon,if any,giving the face
value and estimated ~air market value thereo~,and i~such estimated ~air market value be less than the
~ace value,it sets ~orth brie~ly the reasons ~or such depreciation as to each item;all moneys payable
to the estate ~rom li~e insurance polici'es carried by decedent;all'annuity and endowment contracts the
proceeds o~which were payable upon the death o~the decedent;and all the corporate stocks and dividends
due thereon and unpaid as o~the date o~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 thereo~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,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the ,ti,,!e of death.,.
The Schedule C attached hereto and made part hereof sets forth a true.answ7r to ~El..ch 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 possessiQn or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom trwrysferred,the
relationship of the transferees to the decedent,the proportionate share received by eacht~ansferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attache~to t~e schedule a cony
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,i-ndividually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,py the Will,dee~,or other instrument;of another,
with a copy of the instrument creating lJuch poive~attached to the sched~le'•.
That Schedule D attached hereto and made part hereof sets forth .the names anti 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,andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal;owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.'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 rel.i-
gious services,in consequence of the death of the decedent;debts and claims owing and Impaid 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
e~timated 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","en,"E",and "F"as directed therein,
have been ,carried forward and properly registered in the Summary.
John TarhallE
...........~4.O'3 _.
(Street Number)
.B..y.lg~;r..,)p..e.nn.s..ylv.an.ia 15.O'19 .
(City or Town and State)
Subscribed and sworn to before me this .
....................../.7d.day of $.~'p~.~glP'.~.:r.19 7..0 .
..~'L ..~..
SANDRA L STEWART,NOTARY PUBLIC
McDONALD BOROUGH
WASHINGTON COUNTY
MY COMMISSION EXPIRES FEB.29,1972 .
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 a~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
DEPARTMEtlT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRAN~ER INHERITANCE TAX
RESIDi:NT DECEDENT
SCHEDULE uA"
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 /IE".Property hf'ld 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 Comrn!?..,wealth of Pennsylvania should be (1 )(2)(3)/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 whi ch 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 spoce)to be listed on Schedule "F"and must not be deducted from this schedule.
NONE
'.
"
Insert this total opposite ureal property",Schedule "A"in the X X X X X
/lAs Reported"column on the last page of this return.
$0.00
RCC-35
COMMONWEALTH OF PENNSYLVANI~
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.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal propert;i,such as bonds,treasury certificates,cash on hand and in bank,
stocks,mortgages,notes,together with accr'ued interest or dividends,salaries or wages,insurance pay-
able to the estate or firluciary in sEdrl capacity,partnership interests,interest in any undistributed
estate of or income from any property held tn trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKEl'VALUE (Do not write in
this space)
NONE
Insert this total opposite "Personal Property",Schedule "B"in X X $0.00the"As Reported"column on the last page of this return.
.RCC-36
COMMO~WE-ALTH OF PENNSYLVANIA
TRANS}~R INHERITANCE TAXi
RESIDENT DECEDENT
SCHEDULE "c"
TRANSFERS
(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)Yes
(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 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)No
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)~N~O~__
(b)What was the transferee's age at time of decedent's death?Not applicable.
(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 Not apPJ.~~·-=a:..::b::.:1==-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)No
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which cOllld revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)~N~O:-__
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)Not applicable.
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)
/0"O(}o.Od$10,000.00
1 ALL those two certain lots of ground
situate in Bulger,Smith Twp.,Washington
Co.,Pa.,bounded and described as follows:
BEGINNING at a pin on the Southwesterly
corner of Grant St.and the Twp.Road,now
forty (40)feet in width;thence along said
Twp.Road,South 13°47'West,a distance 0
161.55 ft.to a street 40.0 feet in width;
thence along said street,North 54 0 25'We t,
a distance of 158.0 ft.to the corner of Lo
No.76 in said p1an;thence by the line of
said Lot No.76,North 35 0 35'East,a dis-
tance of 150.0 ft.to Grant St.in said p1a ;
thence by the line of Grant St.,98.0 ft.to
the place of beginning.
RESERVING all of the Pittsburgh or Rive
Vein of coal in and underlying the same if ~
heretofore sold and conveyed.J
BEING the same property which Walter ~\
Tarha11a,et a1,by deed dated October 25,~Jh~
1944,recorded in the Recorder's Office~f~~
Washington Co.,Pa.in D.B.V.684,pg.492 'V
granted and conveyed to XX Walter Tarha 1a·
the said Walter Tarha11a,by deed dated Ma
29,1970,recorded in said Recorder's Office ~J .--::rj3/j
in D.B.V.1318,pg.1005,KX granted and conve ed Of\
said property to John Tarha11a and Virgini.$10,000.00 J ()000.0"
ReC-3a
..
CCMMO~WEALTH OF PENNSYLVANIA
TR~NSFER INHERITANCE TAXi
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRFCTIOJliS: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 vesti ture,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!unit
Address and Relationship of Co-Owners,and Place I Value
of Record of Instrument,where Real Estate.!
percentage Estate
Share Valuation
x.;<..
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
Joint Savings Account in the Fittsburgh
National Bank,McDonald Office,in the
names of Walter Tarha11a or John ,..,Tarha11a,total va1ua,$3,682.85,11~
decedent's interest,one-half"./~t 4/y/fy
Insert this total opposite "Jointly Owned Property",Schedule
in the "As Reported"column on the last page of this return.
,.~I q{/1-7
'$1,841.43 ;:~11,1J ":f~1 (l~II /.9~
)
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 OFStatefullnamesandaddressespfallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest.vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
John Tarhalla.Box 403.
Bulger,Pennsylvania.150l9 Son Yes Co-owner
(
h
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
No exce tion.
Deceased
REPORT AND APPRAISAL
~IATTER OF THE APPRAISEMENT
Late of SJ:l1:f.t:h'I'9WJ:ls.hj,p .
(Executor-Administrator
must complete "As
Reported"column #1.)
0 Lot""""d ~...o ~Cb Cb0...e:...'"'"....='0'":0 ~='""d...,rt ~~...
~.J-I'"0><""d"g~"<C"'......ro ~.g ~
~Cb.......'"'<....:fl)~....p..Cb
:.-tt:ti:00:0:(1):1'1:rt
~
enc:::~
~:~:en ::>:0 :~:=r-"'-""..-......-...><::.W en W:-::r g.::r~r;;;.=.=.=::(')t:xl:>~::::----
-&)-&)-fh -&)-&)-&)
........
:.....:.....:>'.....::.....:0.'"..:~;..:~:00 .'00 '0 Cb ........:::'0-:.po :.po:o.:0""":.....,.....000::4-:.:.:.: •:.(t:.po :.po :0 :0:0 c..:w WO:OO""".--
-&)-&)-fh -&)-&)-&)
........,...-:>
:--:-0 'J:....,.t:li'>Q
-;-;..
~b ~........r:t:,:..t.()(';N
:-..,......
:i:;:_0 2.II -'~G ::l
(';luIb c..II .,
r /").-
I....-}
RL0~~~~f.;'L\;:~iNO
F:EGj S1U{0F \'/j LLS
\'/ASHIH~:TOf.l CO"PA.
t70 t:O~t 10 Ml II 08
,:I
j
Year .
P.J THE
!No.
OF THE
ESTATE OF
Joseph C.Ralston
Attorney at Law
McDonald,Pa.
Walter Tarhalla
Commonwealth of Pennsylvania
County of '''ashington.
Will
Administration
ESTATE OF Walter Tarhalla Smith Township,Washington Co.
DEDUCTIONS ALLOWED'IN j
THE SUM OF $1)<101~.1L
DATE APPROVED ..Lr~J.j~7~..
~,~.:o
LATE OF
STATEMENT OF DEBTS
AND DEDUCTIONS
AND AGENT OF THE COMMONWEALTH
I~0 '-q 1~
OFFICE OF TH-E
REGISTER OF WILLS
OF __W.:.:....:a:.:s:.:h.:..:l.=·n~g~t..:o:...;:n.:-_COUNTY
Form RC C·lO
DATE OF FILING APPRAISEMENT DAT5 OF DEATH August 16,1970
DATE NO,OF NAM&:OF PAYEE REMARKS AMOUNT
VOUCH""
1970
Oct ..27 L.J.Quetsch.M.D.Medical expense 58 20
Oct.1 1970 School Tax 106 51
Sent.17 Rene Freville.Funeral Direc tor Funeral expense 1,528 00
June 10 Washington Hospital Medical expanse 52 00
Sept.4 Washington Hospital Medical expense 6 00
NAWXX xx yy :IIIyitllIYM'I IlI.'IIIX
Nov.Russell Marino,Register Filing RCC-33 3 00
Nov ..Sandra L.Stewart.Notarv Notary fees 2 00
Nov ..Josenh C.Ralston.Esq.Attorney's fee 50 00
'.
total $1,805 71
COMMONWEALTH OF PENNSYLVANIA lso,
COUNTY OF Washington .KX John Ta alIaI,__==---=-===--.=....:=.::-=-=-=-=:..=.._HEREBY CERTIFY.THAT.TO THE BEIIT OF
l\oIy kNOWLEOGE AND BELIEF.THE FOREGOING IS A JUST ANO ~UI!:.STtT,EMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF
AOMIN!STRAT10N SUBMITTED TO THE ESTATE OF _W.:..:...;,.a:..::l:...t:...e..:..-r_l:...-ca_r_~n:...:...a:...:...,.l_a ____CDECEASED.AS DEOUCTIONii FOR
INHERITANCE TAX 1"URPOSES.~
SWORN :ND SUBSCRIBED BEFORE ME THIS c:rd DAY 01"(L.5.)
~~~.X~iAtY.;;l3r--:
~ANDRA L.STEWART.NOTARY FUBLIC
McDONALD 80ROUGH
WASHINGTON COUNTY
MY COMMISSION EXPIRES FEB.28.1972'
RCC-8\(2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
John Tarha11a
IN YOUR REPLY PLEAOE
REP'ER TO
38-109-1
J
In Re:Estate 0 f _.....:;W~a'=!1~t~e~r--=T""'a!<:r~hl!2a!<.!1.d1.!2a'-----------
____\~'la~,s"'-'h"""l....·n~g;.s.t<.loQwn~County -File No.63-70-975
De ar Mr.Tarhalla,
You are hereby notified that the ~o~r~i~g~i~n~a~l~_---------
appraisement in the estate of ~W~a~l~t~e~r~T~a~r~h~a~l~l~a~_
has been filed in the office of the Register of Wills qf Washin~ton
County on November 25 ,19~.Said appraisement reflects the
following valuations:
Real Estate _
Jt.Hd.~._...,...;:;;_1,....,.8~41~.~4~3---
Transfers -=1~0.L,~0~0~0;•..:::0..:::0 _
Tota 1 ....,1J...1J...11-'8'-Jj/4-11.L....l/4.,1.3,;l-_
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:;.:;1:....-=26~-_'7!....:0:...-._
DATE OF DEATH:August 16,1970
Note:This is not a bill.
Title ALFRED TOST,APPRAISER T
CC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of TarbalJa
(Last Name)
~;[alter
(First Name)
DATE OF DEATH_8=--....=1=6_-7.t...:0,,--_FILE NO.63-70-975
(Initial)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_---.LI}'i""a....s.ub.....i.uD6gt,.l.l.,""o.uD _
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".
OftL_h \YI!-<J,A t«~I ERITANCE TAX APPR~isER11-25-70Dated:_-*'-..."'-L.-'-'><--_
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for 1'lashington 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.n _
Dated:11-25-70 f l;&4~(i].e~/??z~
REGISTER OF WILLS
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 Fl
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities.. . . . . . . ..... . . . . . . .$t=
-
ESTATE TAX ASSESSMENTS $.
COMPUTATION OF TAX
$------:---t--
$h()?1L..Pd.In Full 11-10-70
$-------t--
$-------+---
$-------+---
FOR USE OF REGISTER ONLY
Tax on $---------t---2%
Tax on $10.0il)72 ~
Tax on $5%
Tax on $10%
Tax on $15%
Exemptions *
Total Estate 4-__
TOTAL TAX $--------'----
(*)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
$t=$-----1
$=====.==
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $------
AMOUNT OF ESTATE TAX ASSESSED $------il-
Estate tax paid $L-I
BALANCE DUE $L-
Add interest at rate of 6%from t=
------Ito-----$------
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
Administration
.;\~..t.
,~~.
!No.'"Year .y
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
WALTER TARHALLA
Deceased
Late of ....BUL.GER ....
;>
County of ~'1ASHINGTON
.......
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
"
I
j
Fonn RCC-2,.
/DEPARTM~T OF_REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.J7 JZ7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~.c?y..E3..~1:>.~~??"~?.?.g .
COUNTY ~~.~.~.~g.~.?.l?:; .
FILE NO•.....??.=7.~?J...?.._.
Whereas,Y!.~;Lt..~;r r..f:!:r.p..?:~~~late of ~.~~.~.:.
in the County of Wi?-.9.h.;i,,;o,gt.9.n.Commonwealth of Pennsylvania,having died on
the ~9:t-P.day of ~.~.':l:~~19 ?.~..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
RED TOSITherefore,I,.......................~......................................................................................................,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.
Unit AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purposes
$
'1''0 Atrc:vvoc:•
c __-----_.L'-_1-._.,1••,-It"II -...-.~..:l .l,.-:10.000 00
'f;'J ·r.!'
JOINTLY HELD:
See cony of schedule "Ell atta ched to apnraisement 1.8kl L..1
TOTAL "~l,'1,~
...
,.'
Havin been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
............~~~:.~::~~~t),Penna.
...Wc?'$b..::\JJ.gtqp ...........County .)
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.........WC?,J,t.E:'lr.TC?,;rp9.:I,;!,,(3,
Deceased.
Late of
......)3.v.lg~r..
Date of Death,?:::I,.9.~79...
Appraisemellt Docket Vol.,:.3..$...
Page,.l.'O.9.~J,No 9.3..~7~9.75 ..
Filed in Register's OfJice,N9Y 4.5 J9 7.O'
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,..
Appeal fyom Appraisement,..
Entered and charged,.
/
..