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Home My WebLink AboutOC1970-1059 - ESTATE OF CARLf" R C C-43 (5-65) 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:.. ," ,Assistant Manager TITLE / NAME OF REPORTING·.'.'.'.FIN~NCIAL INSTITUTION .11Q1\lIatto.al lank and Trwt CQ1IllUmr . :,.,, ADDRESS ·40 ScUth~n Saeet.W88htngto~.h~8Y1YAn1a15301·, ACCOUNT NO.OF JOINT,. TRUST OR INVESTMENT DEPOSIT Checldal AeeoUDt '317.3679 NAMES ON ACCOUNT ' ' OR I~VESTMENT-'a.Carl ot ~.r ..«;.1 .1.:.' .I ,I,J ADDRESS a.l}.'fl,Avel1a,t~m:ulrlvmd.a DATE OF DEATH __·=10=1..:;26.....1-=6.L..'--,---'-.-...o-_-_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __..;;;:Jfm':::::;';;;..,jI'.':....';:;..;.::.....;::::Cu:::;::..="__,.....,.--,_..--,__..,.--__ ADDRESS 1.I.''1,j:~.U.•,'''sllv.ui$ RELATIONSHIP TO DECEDENT--.;;:D=a=u-=.::.::t=er=----:---:..-..........-.......;..__-.......;.."'""--__ DATE DEPOSIT OR INVESTMENT'.. WAS ESTABLISHED .-;;.-7~li:..r./-=61::::...-_ BALANCE,INCLUDING INTEREST DU E,AT DATE OF DEATH $...,..-~--,-,1 ~3J~O""",'-~~~~--,-~~",-"",--,-~_ DECEASED :JOINT DEPOSITOR,:'.i.,....:.~..,'.. TRUSTEE OR INVESTOR_,_._,_=Nat='·~Y_I='''.....;e=''=l;::..,'.__V_·_'_..'_ RCC-134 (8-65) COMMONW/iAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUR~AU OF COUNTY COLLECTIONS 11lHERITANCE TAX DIVISION TO:MARY'.CARt· R.D,II 1 OFFICIAL N6T'~Ec6F INHERITANCE TAXAPPRAISEMEl'fi~AND ASSESSMENT OF ASSETS NOT SU)3J ECT TO ADMINISTRATION Date:N_O_VE_MB_,ti_'1'R_l_O....:.t_l_9_6_9__ WASHINGTONCounty _ 6.3-'10·los t, ,giLA,PENNmUNXA 153]2 County File No._ Bureau File No. We have received notice that,~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on Oct,·26 19-fi9.,IOU came into ownership 0 certain property t roug transfer from .fARY R.CARL.Deceasea. 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 ass.essed consists of:Jt~Checking Aeet,11311-3679 held in tbe ltKI,J,ONtNATTONAJj BANK,WASflINGTON OFFICE,WASHINGTON,'PA"in the names af MARY R•.CARL or,MARY Ii'e CAUL e Opened .'7...6..61.Balance as of·date of death•.$1.350.04.. appraised by the Commonwealth,as of the date of death,at $1,350'.04 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $_....!6u7~5i.L.ou,.'z _$-------- AMOUNT OF TAX DUE 40~SO o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Jan,26 '19 70 you may deduct a discount of 5%of the amount of tax due,or . o This tax became delinquent 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 (Agent for the Commonwealth) 40.50 '$$..===============- ASSESSED BY:_.L..Z:==~~~:::""'-'':;;'''tP_~__~_.__,--- TOTAL AMOUNT DUE *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid APPRAI SED BY:_!lo..J~"':'f_:L.LJ..---...::.__:::::::(2~~:::::::::;!-,yf;!::.:::~:;;:;:;_.e:::5<41-_ (Inheritance Tax Appr~) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: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 decedent for forwarding to the Commonwealth,list belo'X_the dgte paid,name and add~ess of the person to whom you made payment,their official title and the amount....~)'... Date Paid Name and Address of Payee \.i Officia I Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you per'sonally 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,-"'Yo- 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__. REPORT OF REGISTER OF WILLS Signature of Taxpayer " .. I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $. Date of Approv~I:_ Register of Wills Fonn RCC-2 •DEP~RTMENT OF REVENUE BUREJ!U OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA,.,~ RESIDENT INHERITANCE TAX APPRAISEMENT DATE Q~.t..Q.:b.~.r ~.9..,19...7.9 . NTY Washingtoncou .. FILE NO,§I:..?9...:.~.9..?..~. Whereas,Ha.r.y R.,C.a.rl..late of Aye..l.la . in the County of Jv..a.s.hingt.on Commonwealth of Pennsylvania,having died on the 2.6 th day of O'ct.ohe.r 19 6.9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W..!..R..!G.p.~.P.:~y ,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: 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. JT.HELD: Description of Asset Jt.Checking Acct.#217-3679 held in the ~mLLON NATIONAL BANK,WASHINGTON OFFICE, Unit Values $ Appraisement Made for InheritanceTaxPurpoles WASHINGTON,PENNSYLVANIA.In the names of______~_---.:;:..:;:~~:.._..:..;...z..-=-:..-.::..~_=_=::...;..::..:..::...:..=.:.......::-~=---=.=--=.=::..=...=--=+-#--+-_._ MARY R.CARL or MARY F.CARL.Opened.7-6-61. Balance as of date of death,$1,350.04.-L.---------+-----jli-----+---- I -=~O_n_e_-_h_a_l_f_t_ax_a_b_l_e_=.)-I-__~---~6~7..:::...5__~L. Total 675 02 WASHINGTON ..................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARY R.CARL Deceased. Late of AVELLA....................,". Date of Death,.....9..~.:t:..<'.P..~E .....~6,1969AppraisementDocketVolJ.y . •J •••.••..•••••.•.••••.•.•..•.••.•••••.••••••••••••••••• Page,/I~~~No J?~.::.7..Q::.!.Q.:?.~.. Filed in Register's Office,.Q~.t...!~.9...t 19.7..Q. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,,. Wrote abo.ut Appraisement,. Appeal f,.om Appraisement,;. Entered and charged,. ,. ,.; " '. i' ~3-7()·-/()SY •...~r j Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WAp..RJN.G'r.QN..."".""".""""."".""""."""." IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the' Register of Wills of the County where decedent resided;Return is due within one 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'} AFFIDAVIT OF INFORMANT ==-.:~.~~::~:~:7;~~~~~:~-.-:=:~ State of .E.ennsYlvani.a } S5: County of WashingtQu . ....MC3.,.ry f.r.C3.:.lJ,..9..§.§;C.9.::J;.l#+.P..f..Q.~.m.gn.t.,, . ~HM.lO'of the estate of the above-named decedent being duly sworn,depose S.and says Decedent died .....'Oc.t.Qb.e.r.iM;~.th).....2(~;;.-;j ..,19(~~)....{~~~~eaVing a last will,copy of which is hereto attached.} Name and address of attorney or} other authorized representative to . whom all correspondence should be mailed. ....P.at.rono,.Cei.s.ler.,Edwards:&P..e.ttit,Esqu.i.res,.80 East Chestnut Street.Washington,··,···Pennsylvania.15301···,·· That as such ;bp.Jg;r.m?n.t..deponent is familiar with the affairs of said estate and the property con- (Ex"cutor·Administrator). 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 THIS SAFE DEPosiT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT NON E That the contents of said safe deposit box or boxes are itemized under Schedules of this---return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth 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 credi~in banks of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for any other person or persons giving also separately the ac~rued interest thereon,if any,do~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 United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortgages held by decedent and of all claims due and owing decedent dt the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance polictes 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. ,, 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 l>Usiness. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of tIle'agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the ousiness 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 time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to ta~e effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's Will,if any,died prior to decedent,the dates of their death,their issue,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. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and lmpaid at time of death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be.reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein, have been carried forward and properly registered in the Summary. ~.~i;;~- R."o D.Jl:.l . (Street Number) ~y.~.~.+..~.l f.~§TJ:.Y.g.P.:i;,~. (City or Town and State) Subscribed and sworn to before me this ..:t....r!...~.... ANGELINE SORICf,Nntary PllbiHo; 80 E·eh .~tr;ut St.. WBsh;ngtnn Wash CO p.1\4."el,NOTE:Before si~ll~ngma~f~dav~$i~~keaSMreall blank spaces in the affidavit and schedules annexed are v rruury 11 1970;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 ~~the "Summary"has been properly completed as above-directed. RCC-34 (1-64)I ' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located in the Commonwealth of Pennsylvania should be (1)(2)(3) described by lot ond block number,street and street number,together wi th DEPARTMENT a general description of the property,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "Fit and must not be deducted from this schedule. N 0 N E Insert thi s total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the lost page of this return. ------------~--------------------- -. GOMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE uBI! 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 wi~h.apother 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.Savi~gs:BQnds and tenta- tive trust accounts,must be listed,despite .the fact that they are not of the administ~l'~d 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 .hal1d ..imd in bank, stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,.insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest inany;undistributed es tate 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. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKEl'VALUE (Do not write in this space) N 0 N E Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return. RCC-'3D ..,: ~OMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX 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)__N__O _ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)NO (3)If the answer to (1)or (2)above is in the affirmative 'state: (a)Age of decedent at time of transfer NiA (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)N/A (b)What was the transferee's age at time of decedent's death?N/A (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)NO (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or 0 thers ...I.N4!...r.A:I---------------------------------------,-_ (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)~N~OL-___ (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'¥-/.,..A..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 N o N. 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. CCMMONWEt\LTH OF PENNSYLVANIA Tnl\N~FEH TNHElUTANCE TAX RFSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY nSTRrCTIOKS: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 percentage-'--Estate Address and Relationship of Co-Owners,and Place !Value Share Valuation of Record of Instrument,where_Rea!~state.I. l~The following tract of land was ac- quired by the decedent and Mary Franc~s Carl,her daughter,as joint tenants I with right of survivorship,by deed I dated September 18,1959 and reCOrded! in the Recorder of Deeds office of Washington County,Pennsylvania,in ' Deed Book 1057,at page 544. ALL that certain tract of land situat in Independence Township,Washington County,Pennsylvania,and more fully bounded and described as follows: BEGINNING at a hickory,which is a corner of lands now or formerly of J. E.Vance and J.B.Painter and the tract herein described,thence,by land now or formerly of'the said J •.B. Painter,North 86°20'East 710.6 fee to a stone;thence,by landnow or formerly of M.T•.Murdock,South 14° 24~East 1350.5 feet to a stake; thence,South 58°57 '.East 1881.,5 fee to a stake;thence,North 68°42~Eas 1231.6 feet to a stake;thence,by land now or formerly of Manchester Heirs,South 59°34'East 720.9 feet to a stake;thence,South 5°45'West 988.2 feet to a stake;thence,by Ian now or formerly of Mrs.McMurray, South 82°16 1 West 1435.4 feet to a white oak stump;thence,South 60°10 West 1204.3 feet to a point;thence,J South 44°43 1 West 786.8 feet to a stone;thence,by land now or formerl of Henry Carl,North,51 °30 I West 995 " feet to a stone;thence,by lands of . W.M.Thompson,North 53°18'West 2368.1 feet to a stone;thence,by land now or formerly of Meneely,Nort 42°24 1 East 830.7 feet to a white oa i thence,by lands now or formerly of the said Meneely and the said J.E..~ Vance,North 1°38 1 West 734.8 feet t a stone;thence,North 37°East 1384. feet to the place of beginning;con- taining 276.92 acres according to a survey of Harrod,Hopkins and Taylor made in May,1904. Ccontinuedl Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. DEPARTl~NT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest ·. C{lMMONWEi\LTH OF PENNSYLVANIA rHANSF'EH TNHEIUTt\NCE TAX RESIDENT DECEDENT SCHEDULE "E"CONTINUED JOINTLY OWNED PROPERTY nSTRrCTIO~S: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 lmder 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 percentage '--Estate Address and Relationship of Co-Owners,and Place I Value Share Valuation of Record of Instrument,where Real Estate.! ~UBJECT,NEVERTHELESS,to the fOllOW-, ~ng: 1.The conveyances of five parcels l, of land out of the herein described tract,said conveyances are recorded . in the Recorder I·S Office of Washingto County,Pennsylvania,in Deed Book 65 , at page 630 i Deed Book 865,at page 312;Deed Book.968,at page 223;Deed Book 969,at page 360;and Deed Book 1028,at page 688. 2.The exceptions,reservations, leases,rights of way,and easements mentioned and contained in prior deed in the chain of title. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest one....half 2,500.00 BEING the same tract of land conveyed to Mary R.Carl and Mary Frances Carl as joint tenants with right of sur- vivorship,By deed of Mary R..Carl,. Widow,dated SeptemBer 18~1959,and recorded in the said Recorderl:s Offic in Deed Book 1057,at page 544;value $25,000. I .Demand deposit in the Mellon National Bank,Washington,Pennsylvania, office held as joint tenant with righ of survivorship by the decedent and Mary Frances Carl,her daughter; total value $1350.04 ne-ha1f 675.021 I I I I I II 0°12560 --- Insert this total opposite "Jointly Owned Property",SChedule".~.";_..'"...JI .1;(,SOO.OO in the "As Reported"column on the last page of this return.$.1-3.,1~7"5.0L~_I' ~ \ h r I _..- ,.,,,.-'"..;,.,~-. RCC-37 (r2-63). COMIIWNWEALTIl 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 fact.)OR NO BIRTH Mary Frances Carl '1rl _T_+~r YP-t;.:,Residue and remainder:R.D.~l.Avella.Pennsvlvanic Irrelevant Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE - OF THE ESTATE OF :\IATTER OF THE APPRAISEMENT , // Will Administration (No. P.'"THE Year (Executor-Administrator must complete "As Reported"column #1.) CJ >--l '"ti ::0........Cb co0ll'....e..Vl ::l Vl Vl '"0.....::s '"ti>--l (l)e:...... ll'....0'"x '"ti 't:lll'cor::r ......, ~0 ~'t:l t%1 co..., '"........'<ll'-co MARYR."CARL,.....Deceased Late of R.D.#2,Avella"Penna.. County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL ,...., ~wf?"":;;a M •'",,:;-.-.- enc:: ~~>-::0 en,en ....::n n?""'?", t:r3 >::.:: ~~ 'Vd "00 N()J.~!NIHSVA~ S111;1;JO UJ-lSIQ3t1 or"l 1:.:V;;".j ~i -j~:~;s(1 tl 1('L t"I'"~(.lJ ~~jd Ji 11IJfJ 2L .'~'l,......,"1'"t,,'l;il.J ;-J ~lr D j 4~J PATRONO.CEISLER,EDWARDS &PETTIT -oo~~~-oo""" 1-",1;-'-' W':\:o.J\;>."'.'",I-'Ib'l I ~~-....I''~)1 I,."0 .....VI'V'1)I I I o~,.".... ,0 0).....Cb ("""N.1 c.. ~.. ~..~~-oo"""~II I. '.~.~,>-;r..,0 II "",' ~~~~(';tv ~....~3<:)<::l :::l{'r.0 c... Q,C) 0 ---------------,-------------------:------------------. OFFICE OF THE REGISTER OF WILLS WashingtonOF~~__ ..,,. STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTl~NS ALLOWED IN J .;:t?300THESUMOF$./....'... N,OV 28 197~RUSSELL MARINODATEAPROVED~../!J?~.- ESTATE OF _.£MA:AD..R~Y----l:R~.-l...C.l:lAu:R:u1u..LATE OF R.D.#2 ,Ave]]a,penn sY'vania°t b 26 1970c0er,DATE CF FiLING APPRAISEMENT DATE OF DEATH DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"Pl Pittman Funeral Home 1012 1 169 Avella,Pennsylvania Funeral expenses ,1,618 10 11/9 72 I Patrono,Ceis1er,Edwards Fee for ~rofessiona1 so Ii10<:Inrl Dot-tit servlC sNotaryfees for affidavits , ,/?{I /7?Ange line Sor ice on Inheritance Tax Retll"r 7 I() and Statement of Debts <:Inrl norlll,........;~~~ 11/2~/72 Register of Wills Fi1~ng te~for ~~h~r~!anc~+~(\(\'!:IV '0 'l1"Y'n <:In '<:I 'aTna~ of Debts and Deductions I I II, I I I 1 I .,... I I I ..,~ I II I I I TOTAL $1,673 00 I, COMMONWEALTH OF PENNSYLVANIA } COU NTY OF _WLLAS""'H luN.1.lG...,.T""-O""""-'N'---____GO: _____....,Mar yr-...I.F.....r...Ja""'n~c:.,l,e'_'s.l...__J.i.C.!.!a~r'_'l!:....t..,---HEREElY CERTiFY,THAT.TO THE SEST OF" INHERITANCE TAX PURPOSES. MY KNOWLEDGE AND BELIEF,TH!!:FOR:i:GOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENS~OF ADMlNIBTRATION SUBMITTED TO THE Etn"I\YE OF Mary R.Car 1 ,.oEC£A\!l~C.AS CEOUCTIONSi FOR ~.'~0 ~_A-fW..~(L.S.)Mary~ces Carl)Informant /J/ ANGElINE SOIlICf,Notary PII~lro;'80 E.ChAsh,uf St.. Washington Wash,CO,p M C a,.y ommluloo Expilel JMilar y 11 J97i • 'II ~ \ RC CoB 1 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT MARY FRANCES CARL (6UtI~slUIJ6l;XrXI6I IN YOUR REPLY PLEASE REFER TO 38-113-5 Inheritance Tax Division Informant J In Re:Estate of __~MAR~~Y-=R,-,,-._C=.;AR=.:L=----"--_ _-...IWIU:Au"Su..;H"""I,j,1NG:!LTA..lOIl!..lNl!..--_County -File No._...1l6!..>o3r..=-~7..!!!:O.=.-l=!oe.:Q!l!.l5.u9iL·_ Dear Miss Carl: You are hereby notified that the ~o~r~i.cg>.::!:i~n~a~l:.....-..~--,-,-_ apprai sement in the estate of -----r.:!MlSlIa......ry-+-jR~.~C!llJaMt..oLr ..l~_ has been filed in"the office of the Register of Wi lis of--llIWl..Cla~s.."hl...Ji~nJig;Jt.....oiJJnu.·-_ County on November 27 ,19....7..2,Said appraisement reflects the following valuations: Real Estate ------ Personal Property _ Transfers _ J0 inti y Owned __------"1=2=-l,~5~O~O~.~O~O~--- Tota I ---"1...,,2"-l,.......5'-"O'-"O~.'_"OUlOL.__ ,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 nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)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 __N_o_v_e..:....m:....:..b_e_r_2_7-L-'_1__9_7_2__ .~'-,Slgned'\U~ DATE OF DEATH: Note:This is not a bi II. Title __AP_P_RA_I_S_E_R_I_I _ October 26,1969 ,:'~~-'.. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of CARL, (Last Name) MARY R. (First Name)(Initial) .OATE OF DEATH 10-26-69 FILE NO.63-70-1059 REPORT OF INHER.ITANCE TAX APPRAISER I,the undersigned duly appointed lnheritance Tax Appraiser in al1c;!for the County of Washington Pennsylvania,do respectfully report thl,lt thave appraised the real and personaJ property as reported in the foregoing return at the values set forth opposite each itern in the last column to the right in Schedules "A","B","C",and "E". Dated:_--=N~o~v--=e=m=b..::;.e=-r.....;2::;..7:"";'K--=1=...::9:.....:7...:::2:..- REPORT OF THE REGISTER-OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by depOnent,except as to those items where a greater or lesser amount is.set.forth in the last column to the right in Schedule "F",which greater-o-f)lesser amount represents the sum allowed as a deduction..);p.J 9'~ Dated:NOV 28 191~RUSSELl tiiAl.lii~.,......•Vl4t2.~~#/P"?U{2J ____ - -REGISTER OF WILLS 1 673 00 10,827 00 12500 00 $ 12 500 00 12.500 00 1 673 00 10,827 00 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$-------+-- INVENTORY Real Property (Schedule A.) Personal Property (Sched"le 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 . ESTATETAX ASSESSMENTS :===t= COMPUTATION OF TAX ~ (.)As evidenced by Charitable ~xemption Certificates issued by the Secretary of Revenue. $------=-='~...",....-- $..-.....--__~4!..:14~6.=.2:.....1.~ $-------+--~ $-----,...,.,.-+-- $-...,-"......,----+-- TOTAL TAX FOR USE OF REGISTER ONLY Tax on $--::,...",-"""""='-=-=:-+=-:-_ Tax on $--lII~~.:..I.......L:._< Tax on $---------+--- Tax on $10% Tax on $15% ~~pti~s • Total Estate--_--_..,.....l_- Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :,::::::::::::t==...=:;::.. BALANCE OF INHERITANCE TAX DUE $k Add interest a\~ate of 6%from $-~L AMOUNT OF ESTATE TAX ASSESSED $-.,....,.-.,....,.-.L-.... Estate tax paid $~.....".,;.,..--_...,.--,.L-I. BALANCE DUE $--,-_---,'--..,_L- Add interest at rate of 6%from to ~~ioAL TAX BALANCE :~--=~-""':=-,,-~=-,--~=-,--~~,...Jt:. .,. 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 ~No.Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARY R.CARL........ . Deceased Late of .AVELLA - County of '"..JvASHINGTON Commonwealth of Pennsylvania REPO~T AND APPRAISAL .' 'f .'.r'"V c 1...c i.......v ... 0 0 £ 0 0 2 ~l000s.; 0 0 8 1=9 1: ~ 40 '0 •.C •••••••"••"4 1 ~.c:::0 0 0 0 1 8 h 0 0 0 0 s- 1 6 7 3 0 0 1 C !,""?7 C 'I .....,#'-''"" .........·••••3.·••••••••·•••••••·•·__, DATE!'I!!!'!!!!l!!tr_~1.__1~7~_ COUNTY ~~.~l.:1.~.~.@;~.9.~. FILE NO §.~.~..7..9..~.l9..S...9.. .cOMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DEPAP..TMEl'~TOF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 .,."... ~-----------~~-------_r_-----------------_._------------.-------_____, }"unn :lCC-2• Whereas..~~.~~.!9..~r..~late of AY..~.l.1.~~.. in the County of W~~~.~.~g~.9.~::Commonwealth of Pennsylvania.having died on the ~.Q tb.day of Qc..t.Q.b.e..r.19 6.9.•seized and possessed of an estate.. subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I...p..Q.mi.~.;i,..~.R.~P~M~;r...j,.~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 l1fe 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. Description of Asset Unit Values Appraisement Made for Inheritance Tax Purposes $ JT.HELD:+",.•, See Schedule "E"attached hereto:12 .c\00 00 J...,.......' i.... T01:al ,?c:nn Inn J ......,Penna..................._..-:._...(:J (Post Offiee)~,~~. /../(J!.!l'nbeT and Street).,_/~..4::'. ..JvASHIN.<?'l'QIi..County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARY R.CARL Deceased. Late of AVELLA Datc of Dcath,..g..~~~p..~.~...~.~'-.J.~~.? Appraisemeilt Docket Vol.38,. Page,..11.3.~5 No 6.3.~..7Q.~.lO.5.9 Filed il~Register's Ofjice,NQ:Y :Z..7 J9 7.2 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,~:,. Wrote abooltt Appraisement, Appeal /Yom Appraisement,,.. Entered and ·charged,.. : -. -' ~,~ , -- .. !