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Home My WebLink AboutOC1971-0038 - ESTATE OF SIEGELCOMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE65633OFFICIALRECEIPT0PENNSYLVANIAINHERITANCE AND ESTATE TAXNO·n RCC·4 (8-68) ~---'~----------.-.-:---.----------~.--~---'-~~--~--~-I ..j ,/ / 2%Tax on $$---------lf.Ql 30/10O"......----.....-.....-......------------..-......~II..00 ars representing Pennsylvania Inheritance or Estate Tax due from the following estate: Address RECEIVED TWO HUNDRED THIRTEEN and Loraine S.Porter From:ArTY.SHERMAN H.SIEGEL 215 WASHINGTON TRUST BUILDING liASHDNGTON,PENNSYLVANIA 15301 6%Tax on $On Account 179.52---------$------'-----0 File No.63-71-38 Dote of Death 10.17...70 15%Tax on $,$---------[11 $--------·fJ Dote of Payment __M_a_l"_c_h_6....;t:.....-1_9_7_S -l Nome of Decedent _MA__YME__S_I_EQ~_EL------____i %Tax on $$---------ld Estate Tax,Act of May 7,1927 County li_AS---=-Ji.;....I_NO",-,T_O_N --l Remarks: MJR/ Ii ..J,1~2}i'-, TOTAL TAX CREDIT Less five percentum of tax if paid within three months after dote of death llus interest att~lff~e,~ __%from _--.....=:-=-_Dateto _ 179.52 $,--------·rA $-------_.g 33.18$,---------0 TIOO ~[p [L ~@mTI rn SEA L TOTAL AMOUNT ~At?$213~30 NOTE:Thi~,Triplic~te Receipt to be retained for audiUJ.q}ao-9 1tJ.!).j IY.'t';;~-')""j~//f •,flU R .d b L/I{..~.-·~,,(,C ~./(~/"ecelve y ~..... NOTE:In accepting the transfer ·inherltance tax on future estotes,prior to the death of the life j .I i •....f-:f (Si~natur.e),.}//'/'[) tenant or tenant for years.as evidenced by this receipt,It Is understood that the Commonwealth sholl!Cf4 f.,.\!..(j!"\.J t '--..-/~r/.,/!.-tA:.!., not be precluded or prevented from hereafter assessing additional Inheritance tax at the death of the__-:+-''----=-::l~-----_r+---tI---'--.p;~ life tenant or tenanhfor years whenever It appears that such additional tax may be legolly due and collectible for any reason whotsoever. ,I.: L ~....o-~__.~,__._.__~.~O......-..------'~~.~~~_~.._ ~.. I ..~"...-..~.''~t' j' LAST WILL AND TESTA~!~NT I,l1AY1:IS SIEGEL,of the Borough of Speers,vifashington County, Pennsylvania,being of sound mind,memory and umerstanding,do hereby make and publish this,my Last Will and Testament,hereby r~voking all Wills by me at any time heretofore made. ITE)!,I 1:I direct that my Executrix hereinafter nar.J8d shalt pay. all of my just debts ane'!,funeral expenses as soon as 'convenient after my decease. ITE~r 2:I give and bequeath unto my daughter,Loraine S.Porter, the sum of Five thousand dollars U~S,000.00),and my diamond ring. ITE1'JI 3:All tl'..e rest,residue and remainder of my estate,of whatever kind and viherever situate,I giITe,devise and bequeath in equal shares unto ETJ four children,namely:Loraine S.Porter,Irv.,in B.Siegel, Eugene B.Sie~el and Eunice S.Marcus. ., I LASTLY:I name,constitute and a~point ITJ daughter,Loraine S. Porter,as Sxecutrix of this my last ',"Till and Testament and direct that she shall not be r'2quired to furnish.bond in'any jurisdiction in 1:'Thich she may act. HI WITNESS '~~THER:SOF,I,I~,l.-\~.S SHGEL,the Testatrix,havs 1L'"lto cx'JC fl:da~,y~ofthismyLast'Till and Testament,set my hand and seal this 0 '- December,1966. 07 '~L.-no /1 ./J YYL1-J!/',uJ/~iV...../L--1/,",/L<~..;'""'r.)I /~~;::BJ.\.l.J Signed,sealed,published and declared by he I::o7e-named,lilAYJE SIECl-EL,as and for her Last '-"fill and Testament,in the presence of u.s,'who have herel..mto subscribed our names at her request as witnesses thereto,in the presence of the said Testatrix and of each other. t3-7/-33 AffiIrttuit (@f 1£xrrutnr ~r .A~mitti!1trtttnr j;tutr of Jrnnuylnuniu,t ss: aLounty of lIuu~ington ~ Personally before me,the undersigned authority,a N.9..t.9:~.Y.P..'I.lp..l.i.~..in and for said County and State,appeared t!9..~.9:i.P.:g S..~fQ..t".tg;r who,being duly sworn according to law,deposes and says that She is the executor ~~~&of the estate of ~X.~§..f.~9~.~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of...l:1h:¥..~eJ.~.G~.~, deceased,except real estate outside the Commonwealth of Penn,sylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a'just appraisement of each :rem:~::~~;~:'~~:'i~.~~;~;':'O~h~~~:~t~tOlr.~.fl ..,..~._....._.. W~~~~:~~~"~i~:'"''..~...r.~.~..................Executor~~XItrr(jt(,"VvIl$.l:l.illGTO CO.,PA. MY COMMISSION EXPIRES •27,1979 ADDITIONAL INSTRUCTIONS 1.An invento ust be filed within three months after appointment of personal representative. 2.A supplemen al inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lhturutnrg nub !\pprni.apUtfut of the goods and chattels,rights and credits which MAYME SIEGEL Borough of Speers,were of late of ;.. .Washington County,Pa.,taken and made in conformity with the above affidavit. - j PERSONALTY: NONE Undivided 1/l0th interest in real estate situate'in the Second Ward of the City of Washington,Washington'· Co·unty.-r'Pennsyivania,known as'Rink property at-45 West'," Beau Street DOLLARS 15500 CENTS 00 ~dl I '-f::,~I-px:#E ~.oD 9.GO 8a..2cii:t 3.60..J-u Inventory and Appraisement IN THE ESTATE OF MAYME SIEGEL Filed ~~.:::.~~~.~..~,19 ?.~. ::E::;;o~;;fO":z:(;::?>~(I):':..':;-.;';"1 ~-' :;.i ,-,r, -~::-'...:,:~~~;~:;;;;~;;-~ r-_..... -tJ r-- ;.'~v) SHERMAN H.SIEGEL,ESQ. 215 Hasllington Trust Bldg. Washington,Pennsylvania ~9 f?7/! j TENTATIVE STATEMENT PENNSYLVANIA TRANSFER INHERITANCE TAX Date t,..~/..f.7S- To ~...d.:~~. ......................................................................£~:". :::~~=~~~~_~.~/2rL9.-7.a...~. Appraised File /3..:::...<j..File ~3..::::::...:1..J..:-:::::.B Real Estate Personal Property Joint Accounts .................................................................................................................................................................................................................... Less Exemptions Less Debts and Administration Expenses ". TAXABLE AMOUNT TAX on @ %.. TAX on @ ~%~~:./...2.£:.~~~.. Amount Previously Paid ............................................................ TAX BALANCE Interest from ~.::/Z:.2~to A.~.. ............L.;z...f.:...':f...:.:?......... PAYABLE TO: REGISTER OF WILLS WASHINGTON COUNTY ..~.3...~2.d... BALANCE DUE COMMONWEALTH..(;2/.a.J.a...Q.. DISCOUNT (50/0)IF PAID WITHIN THREE MONTH~ FROM DATE OF DEATH.q1 >../A.#I ?j r-~PU:¥~/~~i /£7..__I,'",AI P!..~~e-f 1/f/-Register of Wills and Agent for ;n Commonwealth of Pennsylvania. .......~%on /...Z..f...:~.:.~.. COURT HOUSE WASHINGTON,PENNSYLVANIA \'oJ. RCC-33 '(4-73);,..COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS jJJ RESIDENT DECEDENT COUNTY OF_W_A_S_H_I_NG_T_O_N _ IMPORTANT:This return must be completed in detail and filed in duplicate,with all attached,with the Register of Wills of the County where decedent resided;Return is due within nine months after date of death,unless an extension is granted by the Secretary of Re1tenue.(Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF Late of _B_o_r_o_u--=.g_h_o_f_S----'=-p_e_e_r_s _ Pennsylvania }State of --=--===;::"';;~---------'.55: County of Washington LORAINE S.PORTER } AFFIDAVIT OF ____-;-:,-=--=-=·,...AMA~Y_..:;MEOIoI.-~SL.OI~E""'::G~E~L=_=___=_-----EXECUTOR (STATE FULL NAME OF DECEDENT) ~XOO{County of the estate of the above-named decedent being duly sworn,depose and soy Sherman H.Siegel,Esq. 215 Washington Trust Bldg. Washington,Penna.15301 Decedent died oct J 7,J 970 (MONTH) Nome and address of attorney or } other a~thorized repres.entative to whom all corresflondence should be moiled. (DAY) ,19 1 ~estate leaving a lost will,copy of which is hereto attached,,} (YEAR)~~~~}f That as such Executrix deponent is familiar with the affairs of said estate and the property constituting (EXECUTOR-ADMINISTRATOR) 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 NONE That the contents of said safe deposit box or boxes are itemized under Schedules of this return, wi th 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 8 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,savings banks,trust companies,or other institutions,whether individually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day pri«JT 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 in4ebtedness of the United States to the de- cedent;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,pictu~es,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 at the time of death,and all promissory notes or otherinstruments 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 policies carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;all and the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of decedent's death and other investment securities owned by the decedent at the time of death,with the-market value there- of 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 Qusiness. 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 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 take 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 D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,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 unpaid 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. March 76::.~...:i~A~~;;J.;;-~:--:-- .....v......f.......~IT BAILS,NOTARY PUBLIC WASt I TON,WAShiNGTON CO.,PA. MY COM SION EXPlrlES fEB.27,1979 Subscribed and sworn to before me this 29th f\~ ··········..··..~i·····i·~W{ 290 Grandview lvd •......................................................................................................................._. (Street Number)Charleroi,Penna........................................................................................................................................ (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",~nd 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 (4-73),, COMMOH'WEAL'TH OF PENNSYLYANIA DEPAR.TMENT OF REVENU,E I BUREA·t.!OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Property held by the decedent as tenant jn common with another or other,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only.(Property held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule liE.") The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together with a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a· cres;also statement of mortgage encumbrances UpOI'l each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule"F"and must not be d.educted from this schedule. Undivided l/lOth interest in real estate situate in the Second Ward of the City of Washington,Washington County,pennsylvania, known as Rink Property at 45 West Beau Street. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE 15,500.00 (3) DEPARTMENT VALUATION CAUTION (Do not write In this spoce) Insert this total opposite "real property",Schedule "A"in the X X X X X liAs Reported"column on the last page of this return. 15,500.00 RC8-3S'. I CQMMONWEALTH OF PENNSYLVANIA TRANSFER INHERiTANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".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.) Int~ngible personal property,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully NONE UNIT VALUE ESTIMATED MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X NONE RCC-36 • ,1 COMMONWEALTH Ol~PENNSYLVANIA TRANSFER 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)No (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)~N.....o,,--__ (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)_~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)_ (b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)_~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 -----:-_ (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)_ 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 NONE MARKET VALUE (Estimated) DEPT.VALUATION (Dep t.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"colunm on the last page of this return. NONE RCC-38 COMMONWEALTH OF.PIl:NNSYLVANIA TRA~SFERINHERITANCE TAX RESIDENT DECEDENT SCHEDULE"E" JOINTLY OWNED PROPERTY INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th anot.her 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",Vlus date of acquisition,and the name,address a.nd relationship (if any)of co-owners to the dece.ient. Description of Property,Date of Acquisition,Name Address and Relationship of Co-Owners,and Place of Record of Instrument,where Real Estate. NONE Unit Value percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. NONE , <., RCC-3r (12-63)•.\' COMl\lOM\'EALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OF(State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY have an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH .oequesl:1/4LoraineS.Porter Dauahter Yes ~. &residue 290 Grandview Blvd. Charleroi,Pennsylvania Irwin B Rit=>Nt=>1 C:nn Yes 1/4 rt=>~it'll1t=> 900 N.E.l77th St.N.M;.::Jm;.'Rt=>:>r'h''F'f or;n.::J Eugene B.Siegel Son Yes 1/4 residue L.I I ~ranaV1.ew way ("'h:>V"~~~~n~__......,....._~... -..< Eunice S.Marcus Daughter Yes 1/4 residue~~--. ~,jV u:i --._..<.uau... Shreveoort.Louisiana Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE , , ===========__~3.0D Will t i5::=t:\~ Adm;n;,!ration No...Y ~4310 ..ear . Dl THE :\IATTER OF THE APPRAISEMENT OF THE ESTATE OF MAYME SIEGEL Deceased Late of ...Borough.of Speers.. County of Washington...,-. Commonwealth of Pennsylvania REPORT AND APPRAISAL (Executor-Administrator must complete "As Reported"column #1.) 0 ~'"t:I =0...Cb Cb0IlO...e:..en ::l en en en 0 >-3 (;)'::l '"t:I...e:..... IlO en 0:><'t:lIlO~Cb0-... ~0 ~'t:l tr1 Cb...en ,..,.,..,.'<IlO,..,. Cb enc:~ ~:>~W til til ~ ?""~~q tJ >:: ~-6&~-6&-6&-6& :\fd "0,);;~,1',~iiHSVfl\ STr:\~,]"31.S153t1 '.'\"(.,~\"t,\"I}I ..\-~':\1 I i;',J ,a:~'j ..=..:\"\ :1-' :U1:..:U1:0:0:.:0:0 ,I-'..-.. :U1 :>ZZ;"en O:O:U1 ~=:I:=:I :0 Cb-;':: (I):(I):0 "g ___ :-""'1oct":o~ - SHERMAN H.SIEGEL,ESQUI-RE:[\'t 215 Washington Trust Bldg.~. Washington,Pennsylvania 1...1 L lid~SI.! ~f."''1 ~.\'I1"\••' '\1 '...'.-.,~ -6&-6&~-OO-OO-OO :>'J: t:lC't..-..8"l'V...---35- 1";c.. ,r t Form RC C·10' r OFFICE OF THE REGISTER OF WILLS· WASHINGTONOF COUNTY AND AGENT OF THE COMMONWIiALTH STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN \J THE SUM OF ",..$i~}£:K~ D.,'.;t:~~~;~]f Regii!f o,VWills.Age"1 ytl. ESTATE OF MAYME SIEGEL LATE OF _-=B:.:;o;.:r=..o=..;:::u:.:;ql,;:h.:.....o.=..=f;,....:;S:..Ipo;"",;:;e..;:e;.;:r:..;s=--_ DATE OF FILING APPRAISEMENT DATE OF DEATH __O...;;......;C....;t....;.'--_1_7.....,'--1_9_7_0 _ AMOUNT 997 00 7 Lll:\flfl 100 00, 50 00 144 90 92 93 40 00 2.00 9 49 21:),00 14 00 ('\,0-('\ ~-~ 14.00 280 00 1500 00 100 00 100 00 15 00 $4238"82 - REMARKS TOTAL &expenses Aooraiser'sfees Advertisinq qrant letters Attorney's fees marker Advertisina arant letters Medical services Filina Inventorv &Debts Account due Officiating at burial Chair rental &ambulance Family exemption Opeijing and cJ,.osing grave :'1"\ri '....I ,,"',...0' Death notice Memorial plaque Nurs±ng services FICA for nurses Burial expense NAME OF PAYEE Kurtz Monument Observer Pub.Co. Loraine S.Porter Washington Hospital V.F.W.Ambulance Service Rabbi David Matzner Jewish Chronicle Beth Israel Synagogue Internal Revenue Service Nurses Stewart F.Barnhill Funeral Home ~An()~m;:mati Reaister of Wills ......":1."'...." Washinaton County Reports '"'~~.~." Dr Costa NO.OF VOUCHIOIt 2 1 25 30 10 19 DATE Dec 5 Oct 31 Nov 1 9 7 a Nov 15 Jan 17 1 9 7 1 ~, COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON I,LORAINE S.PORTER HEREBY CERTIFY.THAT.TO THE BEOT OF ~A.D'DUCT'ON'PO. ~e...-c;=-(L.5.) MY KNOWLI!:DGE:AND BELIEF.THE FOREGOING IS A JUST AND TRUE srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ACMINiSTRATION SUBMITTED TO THE ESTATE OF MAYME SIEGEL 'NH'.>TANc<'AX pu.PO...._i~;MJ/.-/J SWORN AND SUBSCRIBED BEFORE ME THIS 29 DAY OF ~~ea::ff!t; MAR BAILS.NOTARY PUBLIC WASHINGTON,WASHINGTON CO.,PA. ,w COMMISSION EXPI~ES FEB.27.1979 ~.' .\. f-:~~ C:J RCC-BI (6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT Loraine S.Porter (Executor or Administrator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division J In Re:Estate of M_aym~e_S_i_e....::g::....e_l _ ~W"",a"",sc::hi:::::.:·n:.:"gt=o::=;n~County -File No.6.:...;3-::........:7-::1:.....-.=..3_8 _ Dear Ms.Porter: You are hereby noti fied that the o_r_i....::g:::....i_n_i_a_1 _ a ppra isemen tin th e estate of_...=.t'==ia~ym~ec....:::::S.=.i~egb.e:::;l=_____ has been filed in the office of the RegJster of Wills of~W~a~s~hi==·~nog~to~n:=..__ County o~April 12,,19__'/6_,Said appraisement reflects the following valuations: Real Estate 1....:5=--,~5_0_0_.0_0 _ Personal Property _ Transfers _ Jointly Owned _ Tota I --=1L..5.%_<,5«...::0:...::0-=...0=-'O=---_ As to such tax that is paid within three months from date of death,a five (5%) percent discount is allowable.As to any tax that remains unpaid after 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 this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax ,A.ct of 1961,72 P.S.2485-1001,P.L..373.c..-\ Date ~J!./ot,//17~Signed,~~~~i''--_/I Title _--,a..L:./U~·.'SU<=V0'.~~~·....::....-:::c~:f"---__~f' Date of Death Oct.17,1970 Note:This is not a bi II. ,ii~ RCC-39 (~t;8) COMMONWEALTH 'OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Siegel (Last Name) Mayme (First Name) DATE OF DEATH 10-17-1970 FILE NO.63-71-38 (Initial) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at:,::IU=O:;:;'::::'00 ;0 ili,lu'columo '0 ili,"gh';::=",~". f/;~INHERITANCE TAX APPRAISER 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 gr ater or lesser amount represents the sum allowed as a deduction. Dated:_-'-1_"'"'-'-/....L3_/-'-2~0::--__ 15.500.00 , IS.S00.00 4,238.82 11,261-18 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+-- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $--,-+_.,..,..2% Tax on $/J .:L 10 / /g @ Tax on $5% Tax on $10% nxoo$1~ ~~ptioos * Total Estate --------l--- TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death COMPUTATION OF TAX $------..,=!-.,.--,,- $',y,:"/n....!.7.:.!:<~:...!.-:~t,:....IIj'~, $--------1-- $-------+-- $-------+-- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE $~ Add interest at rate of 6%from L AMOUNT OF E~TATE TAX ASSESSED $__~_~L-$------ Estate tax paid $L-I. BALANCE DUE $------'~ Add interest at rate of 6%from to $------It=TOTAL TAX BALANCE $-------1. PAID $-J FOR USE OF REGISTER ONLY /ADJUSTMENTS NOTE:Where subsequent adjustments are made to th'e above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. I Will Administration (No . IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF Mayme Siegel Deceased Late of .Speers County of .VJasl1illgt0!l:. Commonwealth of Pennsylvania REPORT AND APPRAISAL I' COUNTY __W_a_s_h_i_n..;;.g_t_on _ FILE NO._63_-_7_1_-3_8 _ RCC-2 (2-64) .i DEP.hTM'ENT 'OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA,17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE April 12,1976 Whereas,Mayme Siegel late of S-"p'-e_e_r_s _ in the County of Washington Commonwealth of Pennsylvania,having died on the 12th day of April 19~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Anne Connor ,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. Description of Asset Unit Appraisement Values Made for Inherltance Tax Purposes Real Estate $15,500.00 See copy of attached appro I . !, ~j I J '" . . I Having been duly sworn accordi!l to law,I do hereby certify t~~the .a~~ve appraisjment is made in con- formity with law on this /,2 4(day of--.dAI/I 19..l-k-.\.rI.v./('-2~AA -I (,»~~~OJ'r drf-ser\/."r -"-,,..,..A'A.---..-('(]J--rt;N\1m~r and Stree~)y,Penna.'-..._.-(Polt cr Washington County • RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Mayme Siegel Deceased. Late of Speers Datc of Death,Oct.17,1970 A1JPraisement Docket Vol.,38-130-9 Page,No.63-71-38 Filed in Registers'Offio.e:"April 12,19'76 Anwunt of tax d"e,$_ DEPARTMENT OF REVENUE Received, Examined and Approved,_ Wrote abo.ut Appraisement, Appeal t"om Appraisement,_ Entered and charged,_ .. I COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS REQUEST FOR LEGAL ACTION pi I"- >,.,. ~L_o_rr_a_J._·n_e_S_._P_o...;;r,-t_e,-r__,roslding at 290 Grandview Blyd.Charleroi,Penna.15022 in Washington ExcutrixCounty,is the,of proporty formorly owned by --"M",a"lymc.a.w;;e'--!o£S..ie~g~eii.ollo--______,who dlod on 10-17-70 in Washington County. ;The attornoy for tho ostoto il Sherman H.Siegel whoso addroDS is 21.5 Washington Trust '. Tho abovo nomad Executrix .f I I'f h . I f h • h 't d_____________II n v 0 otlon 0 t 0 PfOVlll ons 0 ton or.once an 1f, ~~Estate tax laws of the COl"monwoalth of Ponnsylvania in tho following rospoct: 1 t 1-~Failure to filo an Inheritance Tax return on or boforo -.;.1"---=1....7_-...71-=--•J 2 -0 Failure to file a copy of tho Fedora'Eltato Tax roturn on or boforo _ i 3 -0 Failuro to file a copy of the Fodoral Final Lottor. •~4 -0 Failure to pay Pennsylvania Inhorltanco tax due in tho amount of $ _boforo It became delinquent on _ I have modo the following demands for compliance without rosults: ! ,Date of demand ,Nome of parson contactod Tltlo------:8-22-75 Atty.Sherman Siegel A=t.....t...X.L.'_ 1-.2.:8-75 Lorraine S.Porter Exer..\8 ~..;;...;.---l 9-1 -7.5 Atty.Sherman Siegel Atty.:,9':'18-75 LOrraine S.Porter ....EiC-e....r'-.--'----,------ Mothod of contact 10 day notice 10 day notice Rec-ll8 reg mail Rec-IIB cert.mail ~i A formal notice of demand was sent to tho taxpayor by certified mail.This domand has beon Ignorod.A copy, ;of this notice together with the cortifiod mall roturn receipt is attachod horoto. i, i' .j I recommend thot the following logal action bo takon to compoI complianco: f 1 -0 A Iion be filed with tho local Prothonotary against roal ostato ownod by tho docodont..- 1j2 -[i]A petition for citation be filod in the local court. I'i 3 -0 A civil complaint be filod in tho local lowor court. (Titlo)(Signaturo)(Date) , t Additional remarks:Letters were taken out on this estate on January 12,1971.W.B.lll-234-2792 \The Excr.is still living at the same address her husbana signed the certified letter. /,The estimated Pers is none and Real is unkown located in the 2d ward of Washington. 'I There were two payments on acct.5513.00-1-12-71 and $213.3Q::;;6-7.5. I----- --_.:.- ,..'- 1 I IIi i \ 15.5 00.00 15.500.00~ 4.238.82- '**'*'* 15.5 00•00 1 5.5 0 0.0 0 * '**'*'*'*9 9 7.0 0 745.00 100.00 50.0 0 144.9 0 9 2.9 3 4 0.00 2.00 9.49 2 5.0 0 1 4.'0 0 9.50 1 4.0 0 280.00 1.500.00 \ 100.00 1 0 0.0 0 I 1 5.0 0 \i4.238.82* \ \, I, I \L~~>--,,\