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HomeMy WebLinkAboutOC1971-0062 - ESTATE OF BAYNE-. l .~ 1., .---..~....-..--~_... .. • o ~.\ ... IIIIl 1 \ \ f. I I ~_4..'....J".__•......~~~.'-.~"'"40._,.~:~"._~,,,,.~...~_"..._•,....,..........."'~'f""""....".'-~.'.,".... -----~-__---=,__._=c=----_~=_=___.~____'.._~J'. .'.- -.....,-....-'---,.--.,-1 \ .. • o \ _.- .!·; , · i •I t -I I .!I· I If I! L3_7J:&~ Affi~uuit (@f fxrrutnr ®r 1\bmiuistratnr ~tate nf 'euusyluauia l <!!nuuty nf 1llIIas~iugtnu )ss: Personally before me,the undersigned authority,a NQJ9:r.yJ:'.lJ:!?J1~_._in and for said County and State,appeared b.~Q..J?.!~AXN.:m _.who,being duly I sworn according to law,deposes and says that he is the executor ooxx~of the es- tate of .N~L.LI~..M,:.eAXN~-"deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of N~lH~..M.!~§'.Y.!l~l , deceased,except real estate outside the Commonwealth of Pennsylvania;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 aIjustappraisementofeachitemmadebytheabovenamedExecutor.~K~* Sworn and subscribed before me this .I }~/1 Pi d Y of S ep.tember 19 71 /<.?/..;I.~~.a :.jj...........~..........Executor-Ad~t~~torf2g~Ld4.<.':7:1J..t.f~. CLARA M.TROUTMAN NOTARY PUBLICWASHINGTON,WASH'JNGTON COUNTY ADDITIONAL INSTRUCTIONS M~~bcO~MISSION t~PIR1§rfljlh'Ve~ymust be filed within three months after appointment of personal representative. ,er,ennsylva~Ass~;~mlmtal 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 $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 3fuueutnry aUll 1\ppraisemeut of the goods and chattels;rights and credits which were of N~~U~..M~),?~yq.~.late of ...f:r!-.9.-.tP:~..T9.F.J}$.bJp1 .. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS PERSONAL PROPERTY: Cash on Person 20 00 China Dishware 20 00 Household Furnishings 22 50 Social Security Death Benefits 195 00 Cash in Safe Box 25 00 REAL 'ESTATE~ House and Lot of ground situate in Taylorstown,Blaine Township, Washington County,Pennsylvania,sold by decedent under an Agree- ment of Sale to K.Dale Lyle et ux,dated May 51 1969.Balance J owing on date of death of decedent. For chain of title see Deed Book 511,page 279. TOTAL 3,200 00 3,482 50 'Vd "0 :)N01"\'IHSlI.11,8\7'/,111/1\.:10 W:r [0/::...O ~I'"'..,,.0 ,)j1.1f~,I'ri ,..t -. .\.J l f t I;.:I ~;S·nt1 .... \0 STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,deposes and says that the above account as stated is true and correct as ):l;~___._._verily believe. Sworn and subscribed be,fore me this 1... day of $.~p.t~.~J:?_~r._.._..__..___ _..19.?L . %f~~_.'::m..J7~_..... "_Notary Public My Commission Expires:Feb.5,1971 Washington,Washington County,Pa. Washington County,ss:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidence by proofs thereof filed to No..b3:':":jL~_835 . W0;)s::':.~o.n~r~ollidol seal 'hiS__~q""0m __m dayof..~lMA{--.._~__._.._..--1911....,C)'I\f\(1 -~--_.---.---_.-----.-_..---_._. Register of Wills ~...,...,r-..:::l 0 oj...,0 ..., t!=0-+0 .:::l c5 ::l 0 <1 Q)0 i t)..c:I t) t)i'.'Oi'".1 ~q..-....,t)~~~<lll r I~,tr',0 <11 -a...,-«I ,I h.....;;i:",;.",'l''0 0 ~SEpt:I Q)ci ...lil ..., '7 I =~tZt.F ""PII,'Q)CIS!Q) r;:.{."9 3'w.8i =~~:1"1';';"..J Q)r-.0 lill r-.0 CIl~A +>:..., fil Zl ;:::I:...,,...,<lllEo<rrl >ti =0:<lll ...-l:Rw'r;:!,','I'::l HiC\l Eo<CIS:~i "')'NO 0")'-.',..;.i.Q ~:,.co,rn ~c:rrli +>I",, .I ~i I Q I:fil •..-1:c PEG/c'r'~OF oj C'-.-d II-li cU \-..:)t!\WILLS =~!~1:'-:lil .:+>,~I -,:aI:I-f "Oi rrl!-0 ,ASH1NC;TON CO .•PA...., M:....:l c!;:::I .~~oi 0 0co:....:l ClSl ...,CIS:~lil!0 Q)~llil+>:()il=..c:I~I ..., Z W:<q 0 ~H:=~-·..-li 'ON Q0~i ='Z <11 ~ .I~ . 1 .-_..( '. " '10-_J ------------------==- .,- ,• -. \, ...,..... /~~-- .--------------------- -C",.----- rOO ...... .. The Court is respectfu IIy requested to determine proper distribution in this estate. ~c.....,L.....Ii ...0 uLcuo,.(\"----'--_ Counsel for Accountant j -:-0'.' ..,..J The First and Final Account of LEO B.BAYNE"Executor of the Estate of Nellie M.Bayne,deceased,late of Blaine Township,Washington County, Pennsylvania"to-wit: The Accountant is charged as follows: To Amount of Inventory and Appraisement: The Accountant claims credits out of the assets of said Estate as follows: Jan.1971 Barnhill Funeral Home Funeral Services $1184.50 Jan.1971 Register of Wills Letters 12.50 Feb.1971 Simon White &Son Grave Marker 296.00 Feb.1971 Washington County Reports Advertising Letters 14.00 Feb.1971 Observer Publishing Co.Advertising Letters 14.00 Mar.1971 Russell Marino,Agent Inheritance Tax 1325.00 Mar.1971 Jay W.Troutman Attorney for Estate 300.00 Mar.1971 C.M.Troutman Notary Public 5.00 May 1971 County Treasurer Personal Property Tax 12.16 July 1971 Recorder of Deeds Transfer Stamps 35.00 Sept.1971 Register of Wills Filing Inventory 5.50 Sept.1971 Register of Wills Filing Account 15.00 $3,482.50 '$3,218.66 BALANCE FOR DISTRIBUTION ---------------------------------$263.84 ·f \, ~ ,. ·L Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:. Personally ap,peared before me,a Notary Public in and for said County and State,.R.i.ch.ax.d..s..•....GQWa.n.,who being duly s,worn according to law,deposes and says that he is the yi..C.~.'::.p..r..~.~.i.g.~.p.t of the Observer Publishing Company,a Pennsylvania corporation,and its agent in this behalf;that the said Com.pany is the owner and publisher of the Observer-Reporter,sucC'essor to The W,ashingtoll Observer,established Septembe'r 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspaper of general circulation,printed and published and having its place of business at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and published continuousIy for more than six months prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a ,copy of an official advertisement,official notice,legal notice or legal advertisement,exactly as printed or published in the Obs1erver-Reporter in its regular editions on the following date or dates;. ,M.ar.c.h l.,.,8 an.d 15.,.1.9.71 .. that neithe'r the affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the anega- ~~~n~r~~.this affidavit as to the.tim~~.cha2~ic.ati.o.~ EXECUTO:a,'S NOTICEESTATEOFNellieM.'aayne,de· ceased late of Taylorstown,Wash- ington County,Penna.Letters Testamentary upon theaboveestatehavingbeengranted.totheundersigned,all persons haVIngclaimsagainsttheestatearere-quested to make known.the sametotheundersignedorhISattorneyandallpersonsindebtedtothede- cedent are requested .to make.pay-ment to the underSIgned WIthout delay.Leo B Bayne Executer Taylorstown,Pa.15~65 JaY W.TroutmanAttorney316WashingtonTrust Bldg. Washington,Pa,.7150-Mon.-3t Sworn to and subscribed before me this.15.....day of...Mar.c....1.9.71~~~~ MARGAr-~n M.BRADLEY,•TARY PUBLIO WAShi;jL;lO;J,IVASillrJGTON COUNTY MY COi.1M1SSION EXPIRES MAY 6,1972 -/----------------------------------------------------, Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}SS. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiaJl legal periodical for said Washington County,published weekly having its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: March 4,11, 18,1971 Estate Notices The Register of WiHs has granted letters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. ••••••••••• ••• ••• BAYNE,NELLIE.M.,Dec'd. La t e of Taylorstown,WashingtonCounty,Penna. .Executor:Leo B.Bayne,Taylors-town.Pa.15365 Attorney:Jay W.Troutman,316 Washmgton Trust Bldg.,Washington,Pa.:.e-..J .' that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the tilJle,place and character ~PU)JbliC7 are true.cG}0);1.7 j l!(r:;;/c,/ \./\./l/\/(---/)--~/~ Sworn to and subscribed befOr:··~~u._~====~~ 18th March 71.........................day Of..·:4 ,19 ::~--~(_':~ JOSEPr;,NE T.SC!:,f',1J\:'iNA Notary Pt;tl!i:,Vl~shingtor.,W3:.1i~;;ton Co. My Comrnb;ion Expires Jill,!,1974 ~11 t4:r <ltnurt nf Qtnmmnn 'l:run nf lfun4iugtnu Qrnuuty ®rp4uun'Qtnurt iiuininu In the matter of the Audit of Account in J Estate of_~N:.::.E=_L=L:..:I=E=__=_M=.:.....-=B=..:A:..::....:y:...:N:..;..=E'--f TO THE AUDITING JUDGE: 63-71-62No._ Enter__-=m:.::::..YL.--,--appearance for Accountant. ,...... I ~~October 71--=-',day of.,19_ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting caIcuIa tion of any interest claimed.Objeotions to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. r'II '.".'~)r.-'...,¥I ~l.L.\,~ V71 DEC 16 Prll2 06 RUSS~LL li,lHUNO [1EGISTEf~OF WILLS V/ASHINGTON CO ..PA. No.63-71-62 In re Audit of Account in Estwte of NELLIE M.BAYNE._ deceased. AUDIT 'ratript fnr !\pptaraUrt FOR Jav W.Troutman Attorney ~2 PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J Estate of ~.~.J;.:.~.~~..~.~..~~X~.~. Deceased 63-71-62No , Fiduciary..~.f:}.C?~.·~~.Y.~~J~..~~.~.~~~C?.!:. Date of Date of Decedent's death ~~!:1:l:l:~~;y:..~!~.~~.~Grant of Letters~~.t:J:~~~.Y...~.~L•.~~.?}. This is the »:'ir.R.t.~n9..:f~g9,~account filed in this estate.. If there have been former accounts filed in this estate,list file number or number and term . Election to take Not Applicable. Under or Against will.(cross out one) Date Election Place of; Filed Record . Name of surviving spouse N9.n.~.~:. List issue,where material:Not Applicable. Did decedent marry after execution of will?(indicate)¥~~No.Any children born after execution of will?(indicate) Yes.No.If answer yes,name them . Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Leo B.Bayne Julia Ann Knisley Son Granddaughter House &Furnishings Chinaware List,if exceptions to above: If partial intestacy,give facts: Adeemed: None. None. Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.:Noc If any exception give cause:. File copy of Notice 0 t 1 1971 d d f '1'c..an ate 0 mal Ing . ~ Is estate subject to the filing of a Federal Estate Tax Return?.N.9.~..., Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..1...3.Z.5•..0.Q•....................................... If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . ..............................................~N~~.App.t~~~J?~.~.~. Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. NONE. Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None. Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: Total additional credits (Sulltract) Balance for distribution $;?()}:..?1 . $..9.Q9.•..9.Q . $..~.9.Q~..9.9.. $~.?}:..?1.. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value)·,'".I Chinaware bequeathed to granddaughter appraised at $20.00 was given to legatee by Exe- cutor. Decedentfs home was sold under Articles of Agreement and a deed was made by the Exe- cutor to Vendees. , .Ij And your petitioner will ever pray,etc. If Family Exemption claimed by Petition,give place of Record:NQ!_.._-..- . If Family Exemption is claimed at audit,give name,relationship and basis for Claim:NQ•............,. List any advancement or distribution on account that has been made,and nature and amount of same: Chinaware bequeathed to granddaughter,Julia Anne Knisely,app~aiseEL:at $20.00 was given to legatee in kind. Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: All to Leo B.Bayne as it represents the balan,ee from proceeds from the sale of real estate which was specifically bequeathed to Leo B.B"ayne.. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly.._$.W-Qrn.doth depose and say that the facts set forth in the foregoing petition are true to the best of _.hJ~_ _knowledge and belief. ..$.w.QrD:._to and subscribed before ~e this J :daY_Of----.Q-<;.t9!?-~r:-----;;--------19..7J.,------~eo4-de~~----------- Signature of Off,cer..a..t'..a~'7n ..~~~~~ Title of Officer N9~f3:!.Y..;P.~.9.H~. Office expi res ~~R.~~.~.).~~.~. Washington,Washington County,Pa. .I'No.63-71-62 ~')E~a~~NELLIEM.BAYNE..........___-o._ _ _..e____.. Deceased Fiduciary k§g..J?J?.gy:n~. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following[in conformity with Court Rules adopted effective December 3[1951[being rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem[if pertinent. 3.Copy of Order appointing Trustee ad litem[if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. ••J..C!:Y...Y!.~!.'.<?~!!E ~.~~..~.~~?!:!:.E!.Y.. Attorney ~2 '.'"i I ....P.L,I I \_.I I ,i ~.,.L..~.t.olj'~} \'(\OEC \h P!1 12 06 HUSSF.\,L ;-l~H\HO nEGISTEIl.OF WILLS WASHiN(.;TClN CO ..PA. '-j,- ,- ,..... COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF NELLIE M:;BAYNE, DECEASED. ) ) ) ) ) NO.63 -71 62 NOTICE OF FILING ACCOUNT AND CALL OF AUDIT A First ,and Final Account in the above Estate has been filed at the abov,e Num,ber in the Register of Wills Offic~of Washington County, Pennsylvania•.The acc~:)Unt will be presented for confirmation nisi November 29,1971,and will be called for audit the week of December 13,1971. October 1,1971.Jay W.Troutman 316 Washington Trust Building Washington,Pennsylvania 15301 " .0 .. t=:I 1""'"' ::.t> U. 'Y c:len ( ( (,, ( ~..,... ':!'llJ"'>if.._I..J.,,~)n~..A 'J ;'igC~):>P Of11J '""1 'ilC s.::aT·)fL_.__.......................~.........."._"._...........'..-a........~__.......-.._~-".,.....-........- t ., l•I iII t ---,------------------ I! II f r """" ~n t1Jt Olamt af Olamman 'ltns af musl1ingtnn Olaunty. Jtuusylnnnin.(0rp4nus'Qtaun llittiswn J ESTATE OF Nellie M.Bayne a/k/a Nellio Baker Bayne a/kin Nellie Bnyne deceased N 63-71-62o.__~~-==--_ In the matter of the Firs t and.Final A t f Leo B.Bnyneccoun0 _ Executor ADJUDICATION AND DECREE And now December /'2~19~,this matter came on for hearing, audit and distribution a't this session and testimonltaken;and thereupon,upon due consideration thereof t~bak:mce for distribution in the hands of the Accountant is determined to be $·3.0t+and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _ r Balance _ Deduct Clerk's Costs &Receipts _ Attorney__......I...8~y'--"'W.............T...I.r...m.....l1L.Lt""'ml,l;lal.lOn~----------- Russoll Marino,Agent,transfer inheritance tax,including tax due on jointly held essets,',. Julie Ann Knisley,granddaughter,bequest in kind of chiD dishes,held in kind Rnd distri- buted as such at the nppraised valua,credit to be taken by the acco~tant for items advancod prior to distribution by the Court, Leo B.Bayne,son,balance remaining of reel estate specifically devised and converted, 11.50 30.3$ 20.00 201.99 $201.99 No balanco •'1.-- .\ ~ 0"'".> i ~H :J Z -+ ~ 0 :r ? c en ~ 0 a 3 ~."'" 0 a"'" a (ij jS\· S· ., 0""" ::: -+:r(1) ~S; !I~~ ~r .. ,r ,. < (.• I .\ J . .1;• r ,') •(.' r t.) '. '1 )I (,.. ., ....) .." IN THE COURT OF COMMON PLEAS OF WASIfINGTON COUNTY,PENNA .,ORPHANS I COURT DIVISION J NELLIE M.BAYNE,a/k/a· NELLIE BAKER BAYNE,a/k/a NELLIE BAYNE, tiit~APPEARANCES: ...0(uo:I'"l ~TIME: N HEARING ON AUDIT No.62 of 1971 ( ) ( ) C ) ( ) ( JAY W.TROUTMAN,.Esquire,of Washington,Pa., representing the Acc,ountant. Wednesday,December 15,1971,at 10:00 A.M.,EST The Honorable P.VINCENT MARINO,Judge of the .said Court.-." INRE: Estate of 0(~Deceased.>...>-Ul Z ZIIIII. ioI-~z~BEFORE: ~·--,:r,;..q iii«IIII-•~THE COURT:.Number 62 of 1971,the estate of Nellie M.lLIII« ~Bayne,deceased.The Executor is Leo Bane and the attorney is Jay:Ioo ~W.Troutman.Mr.Troutman?uii:~MH.TROUTMAN:if the Court please,I have the Audit Petition and other required papers in this estate.All"bills have been paid and there are no complications. THE COURT:Is there anyone else in Court interested in t is decedent's estate? (NO RESPONSE) ./'.. '\I ( A UDIT CLOSED) I hereby certify that the proceedings and evidence ::t:ar contained fully and accurately in the notes taken by me on the hearingz<C>~of t e above cause,and that this copy is a correct transcript of the same.III • Z Z IIIII. Zol-Cl Z, XIII0(~ The foregoing record of the proceedings upon the ~hearing of the above cause is hereby approved and directed to be filed.N 2 I~ aia:IIII-a:oLIIIa: I-a::JoU....0( ij ii:ILo ~. •_..-== J."._"'.J 't"':.~r ~~J)~......' J .. ..-~-, •f':;'... ," •I._'j ," .:C j o ,_ -- <.l'.. .@,••ii ,'I I -. • . .t.' --..l .'-1 1:""". :~:';':'-f r :-) ';0 .,-"!'.r ~ -''..~ • ;!- -:•..1,- .~'- ct -r ...:,-.1 ~~) 0 • ~.:::::l 1.,. w C);.-n f"'-...J i>U j ,~... "j ".: ·"'MM._fril OMMONWEAL TH OF.PENNSYLVANIA DEPAJ,"TMENT OF REVENUEBURe.:~~COUNTY COLLECTIO~ It;1l::KITANCE TAX DIVISION OFFICIAL NOTICtt r.>;'I~HERITANCE TAX APP'RAISEMENT AND ASSESSMEt-tT OF • ASSETS NOT SUBJECT TO ADMINISTRATION TO:_-..,I.I.l.l.:,R.II",OL-...l;lB..._BQ,A~YJ.JNI:lI.i';:"'~_ TAYLORSTOWN,PENNSYLBANIA 15365 Date:..5i!J~an.u.uwary>>..;J._101o,3.J.j,........l.:1.n-l.<1,,,,,-_ County ...I\·iL1A:looiS~H.ololuNGIL'rol..lO.u.N.L--_ County File No._ Bureau File No._ We have received notice that,~~XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXxxxxxx)rxxx. on January-3,19-+1.,you came into ownership of certain property through ml1a~~~mooro~nx:xx '«0""~::transfer from NELLIE l{.BAYlJG,Decea;,;ed. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:.It.•Hpld Ser-j'~fl La 08'\'"ODS BO"ld9,heJd in the SAFE DEPOSIT BOX of Bayne,NELLIE H.OH.LEO B.OR EARL t'l.Bonds are held in the mille of NELLIl~H.B,IYN";OR LEO J1.BI.YNE.!11r.from 9- ' ,1 to 5-52 a Balance a'"of'cWte appraised by the Commonwealth,as of the date of death,at $34.158.08 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 DUE D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before April 3 19 71 you may deduct a discount of 5%of the amount of tax due,or D This tax became delinquent,fifteen (15)months after the date of de~th and,in addition to the tax,statutory interest at the rate of 6%of the tox per annum is also due as of*_ 19__in the amount of *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DUE/ APPRAISED BY:...lLI.L-:.-rf..-:.-.:...J~J.d!o=~~~- $ $-..L14..,7,~m~9+.OUlJ~1--- ___31.A _ 1,024.74 $-------- $-================== INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: , To insure proper credit to your account -this Official Notice must accompany your payment,Moil or bring it to: Gt1Util .,~,1 \l'dAS~~l.iGTLN,PUt:~,.k',,<,~ 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 below the date paid,name and address of the person to whom you made payment,their official title and,.the amounf,.fh",!~.",'....~ Date Paid Name and Ad·dr~ss of Payee Official Title"'",AmoulJt '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 regally.responsible·f~rthese 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 dec~dent 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 required) 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 $--------1> Date of Approval:. Register of Wills ~.- REQUEST FOR Rh1s~mi~OF SBRIES'E BONDS ilJ:(tJ 8,alrYNI!Continued •Mr$.Nellie M.Bayne or ~.'~yna SERIES !JENrn-tINATIOn SERIAL NUMllER ISSUE fl\TE , INSCRIPTION II " II "II.... It "tI tt .. II II It II.. It It It " It It It It fI tt II tt It u· n It tl .. It It tt If tt " It It It .. "It It It It .. tI "II II II It II .... 'f tt It It tl tI· It It It .. "tI..If n It tI n It II tI It tl .. .. .1 II tI It "tt.. II It.. tt It II It It It It " It It tI " It u II tI It tI n It It .. It .. It "".. '11.. tI II...... tt tt.. tI It It " It' It.. tI It II tI tI tI·,. .. It It II.... II If ·It ... tI tt tI It.. It .. It •• tt.. tI It It •• .. It tt tI II "It.. It.. It It It .. Kay 1945-It OCt.19451/"" Dac •.1945,"<".. Jan.1946V t1 Jan.1947~.. Jan.19471-"'"It Jan.19471:-'.. March 1968V It liarcb 1948~It March 1948""""u Oc t.1948,.....tI Juno 1949V'"tt' Sept.1941r .. Sept.1941t.-It Sept.1941.....u Sept.194J.v It Oct.1943-1"tI Oct.1943v tti~:nt~~::June 1949 (""June 1949 J,.ttt~.lU1~~::Nov.J.;ItNov.,,.,.,.It Nov..'-I r'fSc>n Nov.19S01t"".. Nov.19411/.. April 1948v .. April 194fv It July 1943'''''''tt . July 1943V It July 1943~tt .Sept.1943~n Jan.1944 V tI Feb.19M"""It A~ril 19441--It May 1944V .. June 1944//It July 1944t.-It Aug.1944t-1l Oct.1944t-tt t40v.19441"It ~e.1944V .. Jan.1945~.I. Fob.194~II AprU 19~5p1 II ..March 1943J..r Mrs.NelUe M.or WUl W. Bayn3 It C2S 836 719 E.., ,C33,121861 E C34,652 956 B C34 652 957 E C34 652 955E e33 121 882 &..-, C33 121 88~B C33 121 885 E C73 664 651 E e73 684 652 E C73 684653 E e73 664 655 E C82 242 316 E Ca2 242 317 E C82 242 318 E C82 242 319 E C82 242 320 n C91 999 871 E C91 999 873E fi9n C 107 976 364 E CU2 054 681 E C'1'12 054 882E ....,<~, C 112 054 883 E C 127 697 984 E C 127 697985 E C 128 585 779 E C 137 343 807 B C 137 343 806 E C 137 343 80S E C 112 054 884 E C 148 648885 B D51 9996B 1>519 995 E D 519 997 E D 519 998 E .07 20S 175 E D7 205 176 E~1%8~1~9 ~021 402 966 E D21 402 26~'ER~j 4~~j~g i~J h3 ~~~ID231~9 3~i E023159357E 14 731 350 E M17 868 850 E .. 11 U.. tI tt It fI II It •• tt ....., tI •• n.. •• .. II It.. It., It It It It If .1 .,.,.n II.. It u' It it It.. 't $100.0.0 $500.00 "It It n $l.OOO.OOV It .. .. It.. It It It It It It " " B It II It It.... It.. It II It ·It.. It It "n It It It ".. It It It It II "It It ".. It It.... It l \~ Nov.If/'8"L 185771223E Dec.1948 L 185771225E Jan.1949 L 185913207E Feb.1949 L 185913209E July 1952 Q 807290571E July'1952 Q 807290572E Mar.1949 L 189571283E Apr.1949 L 189571285E May 1949 L 191974892E June 1949 L 194484646E July 1949 L 191974895E June 1949 L 191974893E Aug.1949 L 191974897E Sept 1949 L 191974899E Oct 1949 L 197934466E Nov.1950 L 197934475E Nov.1950 L 209829926E Aug.1952 L 231737201E Sept 1952 L 252285426E Oct.1952 L 252285427E Nov.1952 L 252285428E June 1952 L 226021535E July 1951 L 209829929E Aug.1951 L 209829930E Sept 1951 L 218887716E Oct.1951 L 218887717E Nov.1951 L 218887718E Deco 1951 L22602153lE Jan.1952 L 218887719E Feb.1952 L 218887720E Mar.1952 'L 226021532E Apr.1952 L 226021533E May 1952 L 226021534E May 1950 :L 197934472E June 1951.L 209829928E June 1950 L 197934473E Apri11951 L 209829927E July 1950 L 197934474E Nov 1949 C ll2054885E Dec.1949 C 152498861E -Dec.1949 C 152498862E Dec.1950 C 161996626E < Jan.1951 C 161996627E Feb.1951 C 165810004E Mar.1951 C 165810049E M~y 1951 C 161996628E Dec.1949 C 152498863E Apr.1950 C 15667006~E Oct.1950 C 156670065E Aug.1950 C 156670063E Sept 1950 C 156670064E Jan.1950 C 152498864E Feb.1950 C 152498865E Mar.1950 C 156670061E Dec.1949 D 22130259E $50.00 V 50.00 Y' 50.001-" 50.COy. 25.00;./ 25.00 y 50.00v 50.00 V'T 50.00t/" 50.00 V 50.00 V 50.00 v ~ 50.001' 50.00 ~-" 50.00~ 50.00 e,- 50.00 l.--' 50.00 v· 500 00 V 50.00 v 50.00 V 50.001/' 50.00V 50.00£'/ 50.00~. 50.00f-r 50.00·v 50.00V", 50.001/'. 50.00 V' 50.00 ~ 50.00 v-' 50.00 v 50.00 j.,;- 50.00 v 50.00 l..-'" 50.00V 50.00v 100.00 V 100.00 V 100.00//, 100.00 V 100.00 V 100.00 v 100.00~ 100.00"'" 100.00 v 100.00 v' 100.00"""" 100.001/' l00.00t-" 100.00 V 100.00 v 100.00V 500.00 t--"" $3950.00 .'t..,.' f ..It..Nellie M.Bayne or Leo B.Bayne .'-" ....p.....?' R C C-43 (5-65) .-.,..~ Rff"E'VC:OCOMMONWEALJHOFPENNSYLVANJA8URvE~:U"'O~' DEPARTMENT OF REVENUE COUNTY COLLEI:'TIONC: HARRISBURG .., JAN 20 jJ 49 AM 71 J NOTE:TO BE SUBMITTED IN TRIPLICATE /:I Y -'!t /CJ t-z,J IIJ.of S%~-u y'...,j'-7/'"~5..s /' Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION Helloh NaUoQal Bank and Trust Comparay 'I IADDRESS__---.:!Bo~':.!!x'-l3uS~ta."'ol··~~l.w.QI'Ji.iB:I.IOtooli&'t.Il\WoI.!I."-PIO.l8:L-...J1.....5Joila~65OJ--_ ADDRESS 200 Main St~f.et ClaysvUle.Pa.,1'323 ACCOUNT NO.OF JOINT,Checking Acc~..·"46600313 "=-' TRUST OR INVESTMENT DEPOSIT_-=S~lm~pul~if!!Ui!l.:lie!.lll!d-..!'~l!.Iii"li.ltY....in!!(8j.1l18"--....1.K6S'&:-:.Jj2M8-:.A7r.iiiOI.6l2Qu..'-1,1042_-==---- NAMES ON ACCOUNT OR INVESTMENT Nellle ~..Bayne DECEASED JOINT DEPOSITOR,\2'< --TRUSTEE OR INVESTOR ------'aNeB.ll~l&4ic~M........s:alGe.~~mHJ"f--""':-l",.u,c...L----.....;;...--~?'~JI IADDRESS,_~~h~'=._'=35~~~~T=.~1=~=rs=t=ow=·=o~P~a_.~lS_3~6S~·,~~~~~ ~ 1 4 :j~'~~:;I$I~g~~~~s-IT-O-R-,S.!Jan~'!&•....ll3u..'-',lIl.il9~'1....1 -,--_ BENEFICIARY OR INVESTOR _--=L:.:::eo=--=B:.L1Ii-=B;;,:::;8,:Yor.;lle:=::!,:.-_ - .".:i 1 RELATIONSH IP TO DECEDENT_--:;SO:::h:..-'_--.,;..---:::....--_.... DATE DEPOSIT OR INVESTMENT, WAS ESTABLISHED S1m lifted savin U.'.68hecn A· BALANCE,INCLUDING INTEREST .. DUE,AT DATE OF DEATH $SlmpUtf,ed Saving 3.300.00 CheCking Aoct.669.•al f/f~fgJ,~OO,~~~~': !.r,j6 '/}:'. 0-()t ff -JjC;S RCC-13"4'(Hl9.l COMMONW~ALTH OF.PENNSYLVANIA DEi'ARTMENT OF REVENUE jlUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE'OFiNHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:LEQ U.BAINE BOX 35 Date:J~nta ry 25,1971 COLJnty .vlashington County File No.~ Bvreau Pile No.~- We have received notice that,lK.UKflU.'tOC3mJiDleaIOCX£(XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX on .Ja,nuary3 19.11.,you c.ame into Qwnership of certgin property throvgh tK~liU)nlr.~.N~M~~'b X~~~~~~~**~transfer from,NELLIE M.BAYNE,deceased. Under the Inheritance and Estate Tax LQWS of the CQmmonweolth of Pennsylvania such transfers are taxable and the liability for the pQyment of the inheritanee tax due is imposed VpOll yov,OS transferee. The property on which tgx is hereby assessed consists Qf:l,:~~•.C.}lecl~in&Acct.#466-0313 and 2- Jt.Savings .#165 ..28-?9~.9..o.Zt .11e~.~in.~J.1e~1EI.L~NNATIONAL.BANK&TRUST CO},fPANY. CLAYSVILLE OFFICE%CLAYSVILLE,PENNA.In the names of NELLIE M.BAYNE or appraised by the Commonwealth,as of the dote of death,at $..3,269.21..... 50 %of this amount is taxablE!at the rate ofG % ORIGINAL ASSESSMENT.-.,.--,.AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DU E o If you pay the above QmQvnt within three (3)months· of the dote of death of the decedent,or on or beforE!April.3 u •••19 ...7.1.you may dedv~t a discount of 5%of the C1movnt of tax due,or o This tax became delinqvent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest of the rote 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 odditional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DUE $ $1.,284,6.1. 119.08 5.95 119.08 $---~---- $=============== APPRAISED BY:__~_~.~..~..~~ (Inheritance Tax Appraiser) ASSESSED BY:_~~~~_ (Age~tf~r the Commonwealth) 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: A,;,tl'JT HJ'i n:1.:(m;;r:~:.tldtA_11i COURT HOUSE WASHINGTor~,PENNA.15301 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 be~w,t.heldate paid,name and address of the pers,on to'whom you made payment,their official title and the amount.'..~.... Date Paid Name and Address of Payee Official Title'Amount Paid .···.1W 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 valL!~of the property inthe computation (?f 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 ,~state 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 required) 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 THI5 DAY OF____________19__. REPORT OF REGISTER OF WILLS 5i gnature 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 Approval:_ Register of Wills • t.('--h B 4:<.If$25.00 .Q'J2010194E CoCo 19;2 ~Mrs.Iol1te H.8oyno or Will W•BaynQ ...3'·71 ...Q 778 678 966!Juno 1941V It ft U .s("7/"Q 801 294 261E Aug.19471-/u f. f1 .3(,.7/..Q 801 294 260E AuS.1947/?..u..3t..7/t.Q 808 129.4812.Sept.1941tr fl .. It 3t..7/...Q 824 472 322B Nov.If)~7 v u h .,ImW9., Bou 35 15365 165 28 1020 HOllon Nattoncl Sank and Trust Company 200Matn Stroet.C141svUlo.Pa.1'323 ,1 •~t 11" Ii .' '. ~': "•4 '.. , -....".'. '0 r • i' ," .'." ., .. '.1"~t.:,,~ 1 \~:J .~: ...• ., • ., ,. .~..' ~,(',\)- '":'\', ......~(,\. It if It If •• It U It •• n " It ,. .. .. .. ,u' t. II It "•• II .t u •• .. It .. .. .. .. Dec,_1947 #I'\1~Mro,~fbUlo N.Bayno IS ~~l1d '8-lfJi;.V7Lrob.1948 v ,7 •It·It 0"1 Nt:- HCfCb '1940."""".,~It,•• Juno 1948v II .. JUlia 1948V"It nov~1948v ,...It ,Jon.1950 v-'II ~S4Y 1950 ~/...) f14y 19S0 k .141 195O~. Autl.1950 UGb.1042V Sept.1942V Oct.1942v May 1943v _ Juba 1943v July 1943 (.,/ Aulh1943V Oct.19431/ I~v.1943v. Dec:"1943// March 1944 v- Sopt.1944 t; ~ /:2:,00 Q 824 472 3281 Q 836 174 'SSB Q 836 774 S64Bt.r/..-h Q843 276 '33"i •.J/.r.d'·Q 839 567 3341..Q 81.$6'987 Sl2E•It Q 898 179 ~69B..Q92'597 630£j n Q 92S 597 6298...tt Q 92S 597 631BI 'tt IW Q 923 090 755& $500 00 1..544121S1l..It L '11007058£..n L 17806446&-....L 360550381w.,.L 3605504011n..L 43089614&.."L 439545968....L 71.50.58168.,tI L 7UOS818B It ..L 7150'8208.."L 128258505,..it L 85 488 818£ 1 -...~..~,i' .' ~ ...._.:-I •~ {:r.:-...,-It •'w E~ .' .. i . "," ~.,', ," "t ."11 t'... .~.~". "....... ...,.~.'r ..', .., .."..':r ..J'~ ""'\ & '-" ~.,'. ~' •.iI- . .~~r ..".' ,~ -.;--- Form RCC-33 RESIDENT DECEDENT l3-7/-1,2 'it~".~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF , WASHINGTON J 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.) of the estate or the above-named decedent being duly sworn,depose S and sayS ........................Executor (Month) (lIay),19"~:~i"""{~~~aVing a 1a~t will,copy of which is hereto attached.} othe::m:t:::i:::r::~r::e:tttao:;::::}:f::~S~i~O;~i:¥rusfBuUding".. ::~~ed~ll correspondence should be Washirigtori~Perinsylva:riia .. That as such ~.~~~..~~!2.~deponent is familiar with the affairs of said estate and the property con- (1';xt!C~utor-Administrator) Rtituting 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 Mellon National Bank and Trust Company Nellie M.Bayne Leo B.Bayne Son Earl W.Bavne Grandson That the contents of said saf'e deposit box or boxes are i temlzed under .Schedules A &B of'this return,with the exception of the following,for the reasons hereiQafter set forth: That Schedule A attached hereto and made part hereof sets forth fullv 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 f'orth 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 f'orth 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 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 ~ny and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortg8!tes held by decedent and of'all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of'money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance polici'es 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 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 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.Therl~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,and the 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 anrl unpairl 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. Subscribed and sworn to before me this .. ............../.day of :?.~p.~.~:I:P.::9.~~19...!.!. ··%J..~t&4-.·~l~~···· My Commission Expires:Feb.5 1975 Washington,Washington County,Pa. ··4~~~~ Box 93..............................................................................................................•••••••••60••••••••_.... (Street Number) ......r:r..~Y.~.~E~~.~!~.~~.~.~~.y.!.y.~~~.~. (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",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 requirerl 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. -, R~C-34 (1':>6~1),. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY c::OLLECTIONS 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 described by lot and block number,street and street number,together wi th 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 upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule II F"and must not be deducted from this schedule. (1 ) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE {3l DEPARTMENT VALUATION CAUTION (Do not wr ite in this space) House and Lot in Taylorstown,Blaine Township, Washington County,Pennsylvania.Sold under Articles of Agreement by decedent to K.Dale Lyle et UX,dated May 5,1969.For chain of title see Deed Book 511,page 279.Balance owing on date of decedent's death.$1345.0~.$3200.00 Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. $3200.00 eOMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.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,,;t.ll.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or di.vt'iends,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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKEl'VALUE (Do not write in this space) 1.Cash on Person arf1 $20.00 .J.-O,d-O 2.China Dishware ~~.20.00 c1..-0 ,~ 3.Household Furnishings ~1f~22.50 ;);2.oc 4.Cash in Safe Box ~~25.00 .jS",0-() Insert this total opposite "Personal Property",Schedule "B"in X X $87.50 g?SO the "As Reported"column on the last page of this return. 'r-RCC,-,..3b .'COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRA.N SFEllS (1)Did decedent,wi thin ,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)~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)~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 health 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)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 thf.'property transferred? (Answer yes or no)No. (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 others _ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's prolnise 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 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 NONE DESCRIPTION MARKET VALUE (Estimated) 000.00 DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ReC-38 CaMMONWE~LTH OF PENNSYLVANIA 1'HANSFEH INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIO~S: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 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 Uni t Address and Relationship of Co-Owners,and Place I Value of Record of Instrument,where Real Estate.! percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Dece~ent's Property Interest Joint Checking Account ...Mellon National Bank and Trust Company in names of .decedent or son,Leo B.Bayne.Balance 011 date of decedent's death'"$669.21.One-half taxable.334.€1 U31 b/ Savings Accounts in Mellon National Bank and 1iust Company in names of decedent or Bon,Leo B.Bayne.Balance on date of decedent's death -$3300.00.One-half taxable. E Bonds in names of decedent or Bon,Leo B. Bayne,purchased from 9/41 to 5/52.([n- heritance Tax Representatives have Hat of bonds).Value on date of decedent's death ... $34,158.~8.One-haH taxable. Saving Account ...First Federal Savings & Loan Association of Washington in names of decedent or son,Leo B.Bayne,opened 11/9/68.Balance on date of decedent's death"$6610.03.One-half taxable. c4~'1,650.CO?rOse;·o-a S,305.(2 ~.J6S:0.2 I I I_______-,--'--__..L-.---I._..,.--__-+-+-~ Insert this total opposite "Jointly Owned Property",Schedule "E$22,368.€7 c2.2;3 b i:,7 in the "As Reported"column on the last page of this return. t_'_ J ,. #{flo •;..-. RCC-07 (12-63)j COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Leo B.Bayne Son'Yes Sui juris House and Furnishine:s Box 93 T avlorstown Pa. Julia Anne Knisely Granddau~hter Yes Sui juris Chinaware AlbuQuerQue New Mexico , ( h Deponent further says that all the above-named beneficiaries are living at this time except below:None NAME DATE OF DEATH RESIDENCE r, OF THE ESTATE OF ;\IATTER OF THE APPRAISEMENT ....NELLIE.M....BAyNE. Deceased (Executor-Administrator must complete "As Reported"column #1.) 0 ,~...,'"0 ::c'"l :0 '"l ~~0 :_II>'"l eoenen:;:s ::l 0en II ,J:rl-~::l '"0...,:~~eo '"l II><:<~0~'0 '"0'0II>'"l ~c:r'~o '"l II ,.cc '0 ~:::s ~trl ,(1)'"l..en :0.'<..II>:~..~:t1:0~':tJ) ~~ Year ""'"'''' DO THE l 63-71-62~No. Will ~oo~ Late of Blaine Township,. Commonwealth of Pennsylvania County of Washington. &,c::~ ~:>.::c.fjiC;;C;;C;;>-<n ()()() ;:T ?"?"?" ~-nta>bj"--":::--619-619-619-619-619-619 ~i.\:l .:> tTl l\:)'"en..~~m '"(:):(\,)~-til jj}0 C»0 '0 "'""~COO"'-1PS;~ ~.:~ .....jj}Otll°~ io..:J io..:JOO O - 1 .' ..r-:' c::.~ LD o C'__ z -n ~..o .,;:.,o ::~:... I ;::.: -0 1 0}:~(1') -:0 \ REPq~~AND AP.P,RAISAL ::>r:t :;L1 'lI).-~ (;'1 0 c::'r6..,..--:n ""l:)::=(j,)(,')~ Z ~--J j,'"1 ~ C-'~:-~;-=~..--!_,...~:.~_,J -619-619-fF.'-619 Jay W.Troutman,Attorney. -619 -619~:.......-y : 0""•.C1 \J"...,• -.,:'\J . Q .N',/(>. ~:~: ~. \)". .,I:.'I . ·:~-·::> ·~'".&,0C>\)(),(t ""\J'2'r:;..~'.~'~.~0;:::l:.(t:c.. t" 'l., .. y Form RCC·lO &3-7/-L 2..DEDUCTIONS ALLOWED IN j /',.1- THE SUM OF ..........:.$u./rJOlic.kJ 6'...... •OFFICE OF TME STATEMENT OF DEBTSREGISTEROFWILLS ~'"'ROV'~../"?~/S~~11WASHINGTONANDDEDUCTIONSOFCOUNTY AND AGENT OF THE COMMONWEALTH (AAfi,dl .v'{4J). Register of Wills,Age"t >L./;<f I I ESTATE OF NELLIE M.BAYNE LATE oFBlaine Township,Washington County,Pa. DATE OF FILING APPRAISEMENT Sept.1971 oATS OF DEATH January 3.1971 DATE NO.OF NAME OF PAVEE REMARKS AMOUNTVOUCH"'1ll Jan.971 Barnhill Funeral Home Funeral Services 1184 50 Jan.971 Register of Wills Letters Testamentary 12 50 Feb.1971 Simon White Grave Marker 296 00 Feb.1971 Washington County Reports Advertising Letters 14 00 FEb.971 Observer Publishing Co.Advertising Letters 14 00 Mar.1971 JayW.Troutman Attorney for Estate 300 00 Mar.1971 C.M.Troutman Notary Public 5 00 May 971 County Treasurer Personal Property Tax 12 16 Julv 971 Recorder of Deeds Transfer Stamps 35 00 Sept.1971 Register of Wills Filing Inventory 5 50 Sept.1971 Register of Wills Filing Account 1f)00 I ~-L1-J-.~'l ~~~/1 S-rj•T v'T7 /I.- I - TOTAL 1893 16 COMMONWEALTH OF PENNSYLVANIA }so:COUNTY OF WASHINGTON I,LEOB.BAYNE,HEREBV CERTIFY,THAT.TO THE BEOT OF MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUElMITTED TO THE ESTATE OF NELLIE M.BAYNE,DECEASED,AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES.4r4L1~<L"1:.SW.ORN AND SUBSCFlIBED BEFORE ME THIS /DAV Of".";)S~tember '-,''71 eo B.ayne ':il04\':"'("~'"~L;:;187"'.d .Al\f '--"~E>.FW"V -ar-"'<....'..>'p;;,".',.7 ·oary u llC My Commission Expires:Feb.5,1971 Washington,WAshington Count ,Pa. r-.... ","'-' R CC-81 (2.-64) COM~ONWEALTHOF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT LEO B.BAYNE (Executor Hm~XIm IN YOUR REPLY PLEAOE REFER TO 38-133-5 JI I In Re:Estate of__NE_L_L_I_E----,.Mc-.•_B_A_Y_N_E_a..J.../_kJ-/..;..a _ __...:'~vA~S:!.!H~I~N~G::...!T....::O~Nl.._County - FHe No.63-71-62 De ar ~lr.Bayne: You are hereby notified that the __~o~r~i~g~iun~a~lL-------------- appraisement in the estate of NELLIE M.BAYNE .',./.has been filed in the office of the Register of Wills qf WASHINGTON County on October 20 ,19.1.l.Said appraisement reflects the following valuations: RealEst ate -------3<J-r,2"""""O""'O......-\lOLlooOJ------- Personal Property ~8~7A.~5~0~_ J t.HElD X;~K ----'2...2,...JJ361oM;8~•...y6_+_7--- Tota1 ---4.2~5 ,Q.6~56~.r":11:_71__-- 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. Title Dat e __O~C!lo<.Jo.t~o~b~e.....r--'"'2~04,--l1...;9L.J7~]'___ DATE OF DEATH:January 3,1971 Note:This is not a bill. Signed --:.MA=D=E=L=I=N=E.-..::...F:::.:INNE=::..:Y~_ APPRAISER I ; i RCC-39 (5-68)· COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of....:;B::.;:A=Y:o.;:NE,,--i__---=NE:..=:..:,L=L=I=-E__....:;M;.:...=------=a:::..//=k:..:..</c....:a=---DATE 0 F DEATH 1-3-71 (Last Name)(First Name)(Initial) REPORT OF INHERITANCE TAX APPRAISER FILE NO.63-71-62 I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:October 20.1971 ~;~~~~INHERITANCE TAX APPRAISE . REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or NONE 25,656 17 NONE 25,656 17 VALUE AS REAPPRAISED $-------+-- FOR USE OF REGISTER ONLY Tax on $---------t--2% Taxon $@ Tax on $5% Tax on $10% nX~$1~ ~~pti~s * Total Estate -4.-__ TOTAL TAX COMPUTATION OF TAX $------~-- $-------+--- $------~-­ $-------+-- $--------+--- $1..-._ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death " :::::::::::::t== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from _____to $------ AMOUNT OF ESTATE TAX ASSESSED $-------IL- Estate tax paid $---Jl- BALANCE DUE $----ll- Add interest at rate of 6%from t= ------lto-----$-------1' TOTAL TAX BALANCE $------.-j PAID $....J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will..i No. Admimstration ~ IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF NELLIE M.BAYI\TE Deceased Late ofBtAJNE.'rWP.~. County of .,v.i\.s.l.I:I:N(}':r'O~I .. Commonwealth of Pennsylvania REPORT AND APPRAISAL ". ., ,~..,i,'i:j Fo.nn RCC-2 •-DEPARTMENT oF REVENUE #.BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .9..~.~.~.?~.:.?2..'.!.~..?..~. COUNTY ..\vASHINGT.ON .. FILE NO 6.3..~.7.1.::.6..Z _ . Whereas,NE.LLIE M BAYNE a/k./a late of B.LA.I.NE TWP..~. in the County of JvASHING.T.ON :Commonwealth of Pennsylvania,having died on the t.b.i.r.d.day of J...~.p.JJ.~.r.y 19 7..1,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,MADELlNE FINNEY ,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 REALTY: SEE COpy OF SCHEDULE ITAfT ATTACHED TO LAPPRAISEMENT PERSONAL: SEE COpy OF SCHEDULE ITB"ATTACHED TO APPRAISEMENT TT HELD: SEE COpy OF SCHEDULE:"EfT ATTACHED TO APPRAISEMENT total Unit Values $ AppraisementMadeforInheritance Tax Purpoles 3.200 00 87 50 22 368 67 ?.Ci hCih I'7 W:ASHING.'r.QN ....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of NELLIE M.BAYNE Deceased. Late of ........BLAlNE.TWP.•,.,, ,.., ".., , " , . Date of Death,.l.~3~7,:1 .. Appraisemeilt Docket Vol.,3.8... Page,l.:3..3.~,$No 6..3~.7.l~.6.2 . Filed in Register's Ofjice,..O.C.t 2.0 J9..7.L Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,:,;..,.. Wrote abo.ut Appra.isement,.. Appeal f,.om Appraisement,. Entered and charged,,. ,. I' ~3 71RCC-134 11-69).....~.......i ,':I.",~ti.,~~1~~~~~~~;~~~~YNLUVEANIA .OFFICIAL NOTICE OF INHERITANCE TAX \~UREAU OF COUNTY COLLECTIONS ,...I -APPRAISEMENT AND ASSESSMENT OF· INHERITANCE TAX DIVISION ASSETS NOT SUBJECT TO ADMINISTRATION J TO:_.....:E~;JA1~·l;==L:....:\i.!.I"I.~B.~h¥~.rI{!±:E"---_ TAYLORSTQ}/N,E~NNSYLVANIA 15365 Date.:_---'J~an:!!:i.i.l/ualliil~L.il-r __1....3~,......lo1a.97.LL.o11~_ County _----llw:,'fA1l=Su.,I1....I,uNG>LT,uOlJ.:NL...-_ County File No.---r-~---,,..,..,.-=~......- Bureau File No.lifi:Z::ii;;Z;= We hav e received no tice thatI X!&:~aa.ls:iJlJIi61}}1i1i~1fIU>,'tXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX on January 3 19-21,you came into ownership of certain property through ..transfer from ifELLIE H.BAYNE,Deceased. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:Jt.HcJd Sel~'iQf;r:e f),nringR Bond,Held jn the SAFE DEFO;~IT BOX OF BATIfE:NELUE H.on LEO D.011 EMiL H..Bonds are held in the ni.lL1eSof NT;;T,T.li.H.R.YNE Oii \'1I11 t'l.BllYNE.Pur.12-42 to 11-47.BALANCE AS OF DATE OF Death,::'~247.46 appraised by the Commonwealth,as of the date of death,at $247.46._ 50 %of this amount is taxable ot the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amount withi~three (3)months of the date of death of the decedent,oron or before April '3 19 7J you may deduct a discount of 5%of the amount of tax due,or $_---olo126o,.3ue-l-.73.J--__ 7.42 ____..32 _ $-------- ASSESSED BY:_ o This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is olso due as of *_ 19__in the amount of *1£the taxis not paid by the above date additional interest is due at the rate of 6%per annum unti I paid APPRAISED BY:~~+-J.~o:::::::::t.~z;::~:--- ser) $$================ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: ~,}l-/cJ -s:~ ~~.-<i /y;>/ L J #/-7:/60; To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: ~ ••,-COURT HO .;~i WASrUN.GJOtl.PEN.NA.153m,. If you have already paid this tax to an executor,administrator,anorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the dote\paid,name and address of the persontowh£'Tl you made payment,their official tit1e,-ond,,the amount..c''.~,'.,'.. 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.Th"e tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1-You were personally legally responsible for these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee.'. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for wh ichl was legally responsible and which I did payout of the property herein taxed.I further certifyI 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 Fonn RCC-2 .........\.. •liEPARTMENT OF REVENUE~EAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE }.~.~~.~E.Y ~.~.."!..~.!.~ COUNTY W:~.~:b..i.n.gt..Q.n . FILE NO §.~.':::...7.J.~..7..~. Whereas,Ne..ll.i.~M.~a.~y.P.~late of G.l.~y.$..y.i.l.l..e.. in the County of W.~.$..hi.n.g.t..9..n Commonwealth of Pennsylvania,having died on the }F.4...day of J.anuary 19.71 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,WR G.hane..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. Description of Auet JT.HELD: Jt.Held Series E Savings Bonds.h1ed in the R SAFE DEPOSIT BOX OF BAYNE:NELLIE M.OR LEO B. OR EARL W.Bonds are held in the names of NELLIE M.BAYNE OR 'vITJT,IV.HAYNE.Pur.from 12-42 to. 11-47.Balance as of date of {h~a.t:h $247 4fi (One half ~~v~h'p.) Total Unit Values $ Appraisement Made for Inherllance Tax Purpoles 123 73 123 73 form:::':fhbl:~::rh:sw<l1"ll~~l~:~:;:rere~.:;~;~~~~:is=:i~.n~:/f' (22~.:::::=::::::.:::::::::;Z:~~.~~~~.8~~.- -~er and Street) .................Co ,Penna. (Poet OlBee) )YASJUNQl'.QN County .,....-......,fl.•\ t t'\tJ".1 Jr!~.....;'.....:r RESIDENT INHERITANCE TAX APPRAISEMENT ~-l n'EI'()L !S prj IZ 0fi Estate of ,."NEL.LIE.".M....BAyNE,.,"".. Deceased. Late of ,CLAySVIL.LE.."", . Date of Death,J.:.~p.l:J:~.ry:~.L.J.~?.:t.. Appraisemeilt Docket Vol.,. CU'".,.f I 'I''}'Af1.:i ~'._._ .~H I.) ~J:GtS-I U:(]F \~'I LLS V!ASHI~E·TOH CO.,P,\. ..Page,..,.........."....No...........§.;3.~..7.1~..7..7..... Filed in Register's Office,..Ja.nu.a.ryl.919..7.1 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement,.. Appeal f,.om Appraisement,.. Entered and charged,,.. ~ ~, " v r---~- - - - -~- - - -~__- - --._c_-.,---_-_----~:-------- -.....--..-~-_-_~~~~_~_~.. ~~~~~~~~~~~~~~~J RCC·4 (8·68)COMMONWEALTH OF PENNSYLVANIA 51*DEPARTMENT OF REVENUE .~No.8 11952 OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX .~ THIRTY~and 35/100 ---~-~~~~~~~----~-~~~-~~.-----~~._---_.-~~~--~REC5G ..LEO B.!JAINE ..EXCR.representing Pennsylvania Inheritance or From:ATTY.JAY TROUTMAN Estate Tax due from the following estate: dollars Address 316 WASHINGTON TRUST BUILDING WASHINGTON.PENNSYLvnNIA 15301 2%Tax on 6%Tax on $--------$---------1[;.'1 $23,751.51 1,425.09 --------$---------Inl NELLIE }of.BAYNE Name of Decedent ----------------1 December 21,1971 Date of Payment ----------------l $--------fJ1 - File No.63...71...62 1...3-71DateofDeath -l 15%Tax on $$---------ICJ %Tax on $---------$---------rIrl Estate Tax,Act of May 7,1927 $---------oJnl 1,425.09 1.3!)4.14 30.35 11ASHINGTONCounty --1 Remarks: ~fJR TOTA~TAX CREDIT Prev. Less five percentum of tax if B.1 paid within three months after a • date of death Plus interest at the rate of __%from _ to _ Pd. Due $----,-------1IiI1 .UOO~[p[L~©illurn SEAL TOTAL AMOUNT PAID $30.35 NOTE:This Triplicate Receipt to be retained for audiOO'1Ml1'53-5 (-';,~JJL'_.'/)/. \-'<IIf'.If '\Received by ~~'.',I \:{jJJf\,A) NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the ,I~e •/-~Jignatu'r)f J·ul tenant or tenant for years,as evidenced by.this receipt,it is understood that the Commonwealth sholl ../h .J f 'I I not be precluded or prevented from hereafter assessing additional inheritance tax at the death of tha_;k~\f..f\W(../rj~V A/I -cJ life tenant br tenant for years whenever It appears that such additional tax may be legally due and ",(rtl .'\ collectible for any reason whatsoever,~)I eJ ·?.,.,,'-,'!'r "...',.,.'.'••;X;:#..,$C;U;aeeL ,C44C6$t"i - 3 2 0 0 0 0 '7 ""'0 0 0 0 S.::J G 2 0 0 0 2 0 0 0 2 2 5 0 2 5 0 0 3 2 8 7 5 0 s ~3 4 6 1-' 1 6 t=:0 0 0-' 1 7 0 7 9 0 4 3 ~0 5 0 2-' 2 5 6 5 6 1 7 s 2 t=:6 5 6 1 7 _,- -''I' ,t_'I' ~wtt,e~tet"~.OtMt'tttNi t "3 -7/-(,~ 1\ffibautt (@f 1£xrrutnr ®r l\bmtutntratnr ~tntt of '.ruullylunuin l ornnnty nf IIn!i4ingtnn J !ill: Personally before me,the undersigned authority,a No.tarY-..Public._in and for said County and State,appeared L.~Q..B.•...:a..A:YN.:EL.who,being duly sworn according to law,deposes and says that he is the eX'ecutor lXIXaclministx.tWox of the es- tate of .NELLIE..M•...BAYNE..deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of Ne.llie..M.•...B9.Y-ne , deceased,except real estate outside the Commonwealth of Pennsylvania;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 item made by the above named Executor.~inDil:krator:K Sworn and subscribed before me this I..}~/3 ~ day,of .S.e.[).t.e.mb·e.r.·····:;l9 ....7.1.............·......·..·..·......E·~~~~t~A:i~~.. ../J.~.7?1:J~. CLARA M.,l~OYTMhN;NOTARY PUBLICWASHlr:J.qtp.N·"."'I~SHINGT{),N,COUNTY ADDITIONAL INSTRUCTIONS MY COMMIS~JO~-E-Xp.~EsrfEH.~'l97.5_b f'l d .h'h h ft .fl'Member:Pehnsy(n~A iPc·~\nv:.Wr'y ml,lst e 1 e WIt m t.ree ~o~t s ~er appomt~ent0 persona.~epresentatIve...".,.;".cs'tt~~'eal mventory must be flIed withm thIrty days of dIscovery of addItIonal assets. ,3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies 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 3Juututory null i\pprni!itmtut of the goods and chattels,rights and credits which were of N.ellie..M Bayne..late of Elaine...Towns.hip . Washington County,Pa.,taken and made in conformity with the above affidavit, PERSONAL PROPERTY: DOLLARS CENTS Cash on Person China Dishware Household Furnishings Social Security Death Benefits Cash in Safe Box REAL ESTATE: House and Lot of ground situate in Taylorstown,Blaine Township, 20 00 20 00 22 50 -l,9619a-~ 25 00 Washington County,Pennsylvania,sold by decedent under an Agree- ment of Sale to K.Dale Lyle et ux,dated May 5,1969.Balance owing on date of death of decedent. For chain of title see Deed Book 511,page 279. TOTAL 3,200 00 "!1~..Ol.. .....;:......:Z ..;:"'1d"OJ N01~:-4iHS'1/t\.... ~0"t"<SIll'~i\.:!D~L31 SI~3tJ trl ~ONPj'tl 'n -jC:~:ntj trl Ol..c;nt""i ~~"':r"':r""i "t I trl ~- <J1 6£6 U~ott 9WJ-I L '"~~1:.1<Ias ..;::(J .J ........~J ~\C;...:~I ..' ·_~ I '., ',.~.. .""~:,t 10 L ~\. 'I· "l>~'~.: h';.~, \ ~'~:;., '1 .( ..~ -" ..., '.:,,.'~-- ~... ",>I"•1,.. ~'~!'!'~,\t 'f. ;"f..,PIi • i .~ ,.....;. .. '.'; .', " ,j •.•,. "\...,,...'!.",-.'~t ,i ,j' r .~ ..........\(> fo'·i".........<iI .!' ..~• "•I '"",_..~......~-. }•.,#.~",~....... t t.~'>~~{1~~:'\~~t:4J..~t~~t,~,..~,.;~\-~ t~·.·~l.J'- ~,~,I ';.\....~.'... '. .~. ," ,'. ",".l_,-.,........ .....,.'.'.~'\'00 .._~......"P'.~_A.:-'~-......'-,.; -((]'.if.... ," ."~,".)'/;' ... \! ",., " '. " ." ,~ ". ....'\. .'"\..,.",•f' ""'1 ""... ...:,,'~ ? i';....., ';f .i 01 I.~.I' ";.i. ,, COpy Of INVENTORY T l\idtU1"1 P\.\LUe.' ..~r I.1 ' /. . 1 ._ ~,'. ,. \., .'T:,; " .' .NolUo .:.\1.Bnyno., ....;.......:";.'f-,,-V. .1 j,-J .~i t .,.. ,. '... lIuUt~tnrl1 aub.i\pprai!ltmtut of the goods and chatte~s,ri{{hts,and ;re~it~which wer~. :'Jollto t:J'~Bi11~O 'BlolnoTOVfJ\Qhlp, of···~··_..····:··,·..····,··~; _,:.late of·····.._;·;..,..······:·L :. ,.. Washington County,Pa.,taken,and made in conformity with the above affidavit. DOLLARS CENTS pcnSONAL pnO.!?JlRTY:..• ,1 CbinnDloht"JQro HouoObold fl'urnlchluao SoclQl Ooc\lrltl Doo*b monorllo .-Cool'!In.BolQ Son ,RDAL msTATE: It 1$"•• Houoo nod Lot 01 cround cltonto 1m Tosrloroto\'Jo..Talt\lno Tot:ll.lohlp.' WnobtnutoQ COl1nty,Potu:lOylvnnln..tlold by decadont undor an Aaroa- tnoat of 0010 to Ct.Dolo Lylo ot t.l~.datod Uuy O.lOGO.Balanco ()~lnO 00 (1o.to of (lontll "f~ooodan~. For cll0.1a of titlo 000 J)QOd Boob.fit)...p0::10 279. TOTAL "".J>."~ ~ 20 00 3000 22 'SO 100 00 80 00 8,200 00 i.\lOa ·uo 11 •••It 4q .) .. ."..,~~,•.:; 'I ••• ".,, ,~ ~.."!.,..r.\~