HomeMy WebLinkAboutOC1971-0136 - ESTATE OF HABEPETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form J
Estate of ~T.~..~~.
Deceased
No ~~~..2~..~~n .
Fiduciary Anne..Hab.e..L.UZ8X.,..Exec.ut1:ix .
Date of Date of
Decedent's death o!.~~~~~Y...~~!~~!~Grant of Letters ~!=::t?:t.:~~:t.:7...~.~~.~.?~.
This is the ~.~X.f?t..~.I:J:.c;l..J~.~!account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term J~9~~.
Election to take
Under or Against will.(cross out one)None Date Election Place of;
Filed nbL Record ;Q.bL .
Name of surviving spouse J~~~I:J:.~:.
List issue,where material:
n/a
Did decedent marry after execution of will?(indicate)Yes.No.Any children born after execution of will?(indicate)
Yes.No.If answer yes,name them ~I.~__.
Legatees
Anne Habe Luzar
Rudolph J.Habe
Karl W.Habe
Carol Lee Habe Sternad
Doreen Habe Banchansky
Relationship Interest Fiduciary,if deceased or not sui juris
Daughter 1/5 residue
Son 1/5 residue
Son 1/5 residue
Daughter 1/5 residue
Daughter 1/5 residue
List,if exceptions to above:
None
If partial intestacy,give facts:
None
Adeemed: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.No.
If .,.n/aanyexceptiongivecause · .
File copy of Notice
and date of mailing N9X~f!l9~.r..J·.~.,..J..~.'!.J..
Is estate subject to the filing of a Federal Estate Tax Return?N~.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.N.9.~~.
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant ~I.~.
...._- _---_---_--___-_-__ __._____-.
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 ~dditional debits (Add)".
Itemize]any additional credits not shown by account:
~Ba1~nce on 1ett~rs $1.00
Total additional credits (Subtract)
Balance for distribution
$~.~.IJ..~.
$J.!.Q.Q............•
$~~~Q~.~.~.?.
$!l.•.~.QJ~.!.!?~.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
•
CASH $4,208.52
If Family Exemption claimed by Petition,give place of Record:.None .
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:N~m~.
List any advancement or distribution on account that has been made,and nature and amount of same:
None
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:
Anne Habe Luzar:...i~Rudolph J.Habe
Karl W.Habe
Carol Lee Habe Sternad
Doreen Habe Banchansky
COUNTY OF WASHINGTON,55:
COMMONWEALTH OF PENNSYLVANIA.
1/5 residue
1/5 residue
1/5 residue
1/5 residue
1/5 residue
The above named Fiduciary or representative thereof,
being duly.__~W~?::~doth depose and say
that the facts set forth in the foregoing petition are true
to the best of her knowledge and belief.
And your petitioner will ever pray,etc.
.....................I?~9.~~..__.to and subscribed before /J -efr
me th;s ,J.J day aL.De-"'>Jllb.er.19.7.1...,(~.~...
$;gnalu,"af Offker '22~~nne Habe Luzar
Title of Officer NQ:ts:l};'y.•?1J.9J.~.<;.
Washington,Washington County,Penna.
Office expi res f.~R;r;'~~;r;'Y..;~g.&~~.?:?.
•'!'.
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#No..J,~9_..9.t __;l,~:U.._..._........
Estate of __.~_~~ba __H~Q~_ _..__.
Deceased
Fiduciary_.....&M~..H?tQ~._LJJ~~x ._._
•__.,•••••••~_~_Ejil_9-'At.:r.:i..:K •.•.----.
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following/in conformity with Court Rules
odopted effective December 3/1951/being
rule No.9:po rog roph 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.
Attorney
~2
FO I ~Eo 0
3
'71 DEC 2/£.111 9 47
fW SS;:L'-:.4:\;~.IN 0
nEGISTER OF WILLS
I'/AS HINCTON CO .•PA.
ESTATE OF
Qrnurt nf Qrnntmnu '1ras nf lJas~iugtnu Qtnumy.
Jruusylnauia.Qf)rp~nus·Qtnurt Ilinininu
63-71...136No._
J
Martha Habe
deceas:d
In the matter of the Firs t and Final
Account of__.....A..;;;nn~..;;;L;.;;u=z~a.=..r _
Executrix
ADJUDICATION AND DECREE
And now December ,2;6 ,19.-1!...,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereo~the ba~ce for distribution in the hands of the Ac.countant.is deter~i~ed to be
$.20tl.and the account is accordangly 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 _
Additional credit asked at audit
Balance _
Deduct Clerk's Costs &Receipts'-_
At'torney Frank C.Carroll
Russell Marino,Agent,transfer inheritance
tax,
Anne Habe Luzar,daughter,1/5 residue,
Rudolph J.Habe,son,1/5 residue,
Karl W.Habe,son,1/5 residue,
Carol Lee Habe Sternad,daughter,1/5 residue,
Doreen Habe Banchansky,daughter,1/5 residue,
$4,208.52
No balance
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KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
on the 8th.day of February A.D.1971 ,before me,
Russell Marino ,Register for ,the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
Martha Habe
late of West Bethlehem Township in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Anne Luzar
rix
the Executw in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office pr,escribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
Anne Luzar
committing unto her the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring he r
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to r,ender a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said
Office at Washington,this
day of February
8th.
in 'the year of our Lord one thousand
nine hundred and
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Washington,pa.,,_~-T-I'~'---.....L-_..3 ,19~N~13479
CLERK OF ORPHANS'COURT DIVISION
RUSSELL MARINO,Clerk of Orphans'Court Division
~Dollars
~:
Clerk ~hans'Court .
~~~~Per"_
Forl2uv?rL1=~
County •••••$~f#(j
State,etc._..$======
Total - -.•••$
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-~~--.~----
••
;:!
I,MARTlffi BABE of West Bethlehem Township,Washington County,
Pennsylvania,be~ng of sound and disposing mind,memory and under-
standing,do hereby make,publish and declare this as and for my Las
Will and Testam~nt,hereby revoking and making void all other wills,
codicils or testamentary writings by me at any time heretofqre made.
FIRST:I direct that all my j~st debts and funeral expenses be
paid and discharged as soon as conveniently may be done after my
decease.
SECO~D:I hereby 'authorize and direct my hereinafter named
executrix to convert my entire estate,real,personal and mixed,of
whatsoever kind and nature and wheresoever situate of which I may di
seized,into cash,at either public or private sale at such times'
and upon such terms as she deems most advantageous to my estate,and
further hereby authorize and empower her to make a deed or deeds to
the purchaser or purchasers of any real estate of which I may die
seized and I give and bequeath my entire estate after payment of my
debts in equal shares to:Ann Habe Luzar,Rudolph J.Habe,Karl W.
Habe,Carol Lee Babe Sternad and Doreen rlabe,their heirs and assigni'
LASTLY:I nominate,constitute and appoint,ANN BABE LUZAR,
Executrix of this,my Last TIill and Testament,and in.the event she
is unable for any reason to so act,then I nominate,constitute and
appoint,KARL W.HABE,Executor of this,my Last Will and Testament,
and hereby direct that she or he shall so serve without bond.
IN WITNESS WHEREOF,I,MARTHA HABE,the Testatrix,have here-
unto
this
set my hand and seal to this,my Last Will and Testament,
/{vdaY,Of 't.lv(!.V(./1965.
v 0 cr .
'<ll1<f.ra':~lM1:-I~
The foregoing instrument bearing the genuine signature of the Testa-
trix was duly signed,sealed,published and declared by the above-
named Testatrix as and for her Last Will and Testament in the pre-
sence of us,who at her request and in her presence,and in the pre-
sence of each other,have hereunto subscribed our names as witnesses
thereto."f"" .'/,/....--:::.;..r_'.«:ikL~'_)</;,rVlA.loC<'IIitness ~d-6.--!b-'#Witness
o 3-7/-13<:;;J
~ffibauit (@f 1txrrutnr (@r ~bmi1tt!itratnr
itatt of Jtnttsyluattia }
QtOltnty of 1llIIas~ittgton ss:
Personally before me,the undersigned authority,a NQ.t.~_~31..P.\\'P.l1.c in and for said
County and State,appeared ~E_.J?:~..!!~.~~..~~~~.~_who,being duly
sworn according to law,deposes and says that ~e is the execut~7>r administrator of the es-
tate of _~.~~~~~~~deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of ..Mar.tha..Habe ,
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 Administrator.
d..Y.;:;~:d.b,;::...~t~s ..••......•••..~.c }.v...~¥~d~
~~.~.ADDITIONAL INSTRUCTIONS~~venro?~i'e filed within three months after appointment of personal representative.
/}2.A supplemental 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
~ttutntory aub "'ppraistmtttt of the goods and chattels,rights and credits which
were of .MARTHA..lJABE late of ~.~A :P.~'rJ:U#',:.m:M..l'.O'WNSlU~.
Washington County,Pa.,taken and made in conformity with the ab01le affidavit.
DOLLARS CENTS
-_.--
REALTY:
Three parcels of land situate in West Bethlehem Township,
Washington County,Pa.,on Sixth Street,Marianna,Pa.upon
which there is erected a brick house and frame garage.
For complete description see Deed Book 577,page 614 and
Deed Book 1022,page 341.!6,500 00
i
TOTAL REALTY I 6,500 00
PERSONALTY:
Rebate on Federal Mutual Insurance Company Policy ORF 311 115 42.00
TOTAL PERSONALTY
I
42 00
TOTAL REALTY 6,500 00
I'
TOTAL ESTATE 6,542 I 00
,
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~p.42."3-00
0(/%/
~3-7/-/36
Inventory and Appraisement
IN THE ESTATE OF.-·
........M.4.RTHA...HABE.,...de.ceased .
Filed ,.19 .
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~-5FRANKC.CARROLL,ESQUIRE
33 West Beau Street
Washington,Pennsylvania
The first and final account of ANNE HABE LUZAR,Executrix of the
Estate of Martha Habe,deceased,late resident of West Bethlehem Township,
Washington County,Pennsylvania
I'
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PER INVENTORY AND APPRAI SEMENT
Sale of real estate
Appraised value
TOTAL ASSETS
ITOTAL AMOUNT OF CREDITS CLAIMED
BALANCE DUE
11,1
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I,
II
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$6,500.00
6,500.00
$6,542.00
NO GAIN
$6,542.00
__k~2.~~_
$4,209.52
:;.
Accountant claims credits out of said estate as follows:
FLOYD M.PWTCH ET UX.!TRANSFER TAXES ON REAL ESTATE
FLOYD M.PWTCH ET UX.ESTATE'S SHARE OF 1971
real estate taxes
PREPARATION DEED AND CLOSING
ON SALE OF REAL ESTATE
REIMBURSEMENT FOR EXPENSES ADVANCED:
Inscription on grave marker $
Electric bills
AMOUNT---
$1,768.85
42.76
9.49
10.76
15.11
3.50
42.00
60.00
25.00
4.20
.85
18.78
1,533.00
3.40--------
45.00
1.00
74.78
48.75
67.00
12.00
14.00
14.00
3.00
3.00
16.00
5.00---
327.10-,--
real estate
REMARKS
Hospital account
Water bill
Doctor bills
Box rent
Medications
Funeral costs
Trip to close
Transportation to hospital
Advertising real estate
Telephone bills
Gas bills
ATTORNEY'S COMMISSION
REIMBURSEMENT FOR COSTS ADVANCED
IN ESTATE
Letters
Advertising letters
Advertising letters
Balance on letters
Filing inventory
Filing account
Affidavits
ACKNOWLEDGE DEED
Russell Marino
Observer Publishing
Wash.Co.Reports
Russell Marino
Russell Marino
RUssell Marino
Notary Public
FRANK C.CARROLL
FRANK C.CARROLL
NOTARY PUBLIC
ANNE HABE WZAR
S.White's Sons
West Penn Power Co.
Marianna &Scenery
Hill Telephone Co.
Columbia Gas Co.
West Bethlehem
Water District
Joseph Skrinska,M.D.
Lake County Memorial
Hospital
Fitzgerald
Ambulance Service
Observer Publishing
Postmaster of
Marianna
Revco Drug Center
John H.Shrontz
Turnpike,Pa.&Ohio
FRANK C.CARROLL
PAYEE
TOTAL AMOUNT OF CREDITS CIAIMED $2,332.48
tAerver -Reporter"
WASHINGTON,PENNSYLVANIA'
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of 16 May,1929.
P.L.1784.as amended.
Commonwealth of Pennsylvania,County of Washington,SS:.
Personally appeared before file,a Notary Public in an<l for said County
and State .Ri.c.h.ar.d.S.&Gow.an who being duly sworn
according to law,deposes and says that he is th'e .Y.i.c..e.:-:-..P..r.e.,?.i.Q.~.n.t .EXECUTRIX NOTICE •
of the Observer Publishing Company.a Pennsylvania corporation.and its ES'TATE OF Martha Habe'deceasetagentinthisbehalf;that the said Company is the owner and publisher of late of West Bethlehem Township,
Ob Wa~hington County.Pennsylvania:the server-Reporter.succ'essor to The Washington Observer.established Letters ,Tes~~..rnentaIUll.!ln~tJie-September 18.1871,and The Washington Reporter,established August 15.above~state).Ijavmgl~n er.antedlto
1808.a daily newspaper of general circulation,printed and published and __'h~nde"rSlglied ..nouce i!iS'r4!rebYjhavingitsplaceofbusinessatWashinzton,Washington County,Pennsyl--give,":t~~.I:i~~.lild~DJf9 tliere.!.6Yto.~make'immediate~y.men!Fnci~tQvania.where it or its predecessors have been established and published tho~'e havingYclaim;jJoqdemarids'tocontinuouslyformorethansixmonthspriortothepublicationofthenoticepresentthemf6r"llrlietUiment:','-.-',.,
hereto attached;that the printed notice or advertisement hereto attached ~~~;~~~~hL~:~k Avenue
is a copy of an official advel-tisement.official notice.legal notice or legal Eastlake,'Ohio
advertisement,exactly as printed or published in the Ob£'erver-Reporter in Frank C.Carroll,Attorney
it regular edit'on 0 the following date 0 'te'"33 West Beau StreetSISnI'(.a s ~._Washington.Pennsylvania ,
.......................f..~.1?J.~~.ty ....:1§.'-.?.~....~P~....~~~.!::~.~~..!~??..~................)7141·'rhurs.-3t
,that neither th:e affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the allega-
tions of this affidavit as to the tilhtflace and cha/5terof publication
are true.(ff-..ZI..J ~........................~c..~k.f!..~~..
Sworn to and subscribed before me this....4.....day ~ar.ch 1.97.l
..~~.~?~//I/~.LL~..
MARGARET M.BRADLEY,NOTARY PU~
WASHINGTON,\:ASHILC ItN COUNTY
MY COMMISSION EXPIRES MAY 6,1972
I~"ashington Coun~Reports.
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 official 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:
Estate .sTheRegister of WHls 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.
• •• • •• •• ••••••• ••
HABE,MARTHA.Dec;d:..
Late of West Bethlehem Township.
Washin~ton County,Penna.·l~xecutrlx:Anne Habe Luzar.34109
Beach Park Avenue.Eastlake,OhioAttorney:Frank C.Carroll,33 West
"Beau Street.Washington.Pa.
...............~,~.~~,~E,y.??..L ..;.?..?.,;..
...............M?:E.~~~..L ..!.!..'!.??.,!...
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 tjPre)pl)lce and character~f1filj pU:3liCI.tiojJ-
are true./../'1./(/J U G'/;/~
I C;.:Y7 I)'/1'Y/7 j ('J,}L7 //!)'•I _./'-"'A"'-'L-~t.__~j ,~A ~
Sworn to and subscribed befOr:"~""'''''''''''''''-''''''''=~
....J,~J!}"day of ~.~.~.!}, , ,19 ?,!...#r~-j~··~i.~t:=
JD~~P!:;r·:;:T.sc:r.~L~r~rIA
i Nctary Pt.:b:i~.\:;o~liii'!~tun.\'Ja:!Ii:JEton Co.
!i.y COrTili1iscicn Expires July 1,1974
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~55:
"'·~I
The within named Accountant being duly sworn according to law,depose and say that the above account
as stated is true and correct as ~verily believe~.
Sworn and subscribed before me thiS ~?__.
day of ~19 .7.L.
~~------
'ft--A'~~4.?L;~~
Wa'shington County,ss:.f 7 .J 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 evidenced by proofs
thereof filed to No b.3.~71-;.::R.3.S .
W'tness my hand and official 'seal thisd.~_..
~-~.¥i.LwJ~;2~::-
Register of Wills
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In the matter of the Audit of Account in
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Estate Of.__--=Ma=r=-t..::.h=a_H=a~b~e~___=d:.:e:...:c:...:e:.:a::.:s::..:e::..:d=__(
TO THE AUDITING JUDGE:
136 of 1971No.__......:.._....:.....;:...---=-_
Enter·__-2!m!!..;VL..-appearance for ~A~n~n~e~H~a:!:!b~e~L~u~z~a~iI!~,...;E=x~e~c~u~t~r~i~x~~f~o~r~t~h~e=___
Estate of Martha Habe,deceased.
~Frank C.Carroll
____,day of December ,19--..2!.
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely s tated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
'7/DEC 21 Mi 9
I·'f.-.~...
:......,I Il,...u,;;.
if 8
No.136 of 1971
RUS [)£U..'.'IN 0
REGISH.k Of WILLS
w'4 S Iii NI',T0if CO.•PA.
In re Audit of Account in Esta;te of
MARTHA HABE.Deceased
AUDIT
'rarripr fnr Appraraurr
FOR
FRANK C.CARROLL
Attorney
~2 -.
33WestBeau Street
Washington,Pennsylvania
;...~~
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)
m THE COURT OF COMMON PLEAS OF WASIDNGTON COUNTY,PENN .
ORPHANS'COURT DIVISION
INRE:
Estate of
MARTHA HABE,
Deceased.
(
)
(
)
(
)
(
No.136 of 1971
in this estate.I have all the necessary papers here.The only thing
deceased.The Executrix is Ann Luzar and the attorney is Frank C.
Carroll.
Wednesday,December 15,1971,at 10:00 A.M.,EST
HEARING ON AUDIT
Number 136 of 1971,the estate of Martha H be,
If Your Honor please,there are no complica ions
Carroll ?
FRANK C.CARROLL,EsqUire,of Washington,Pa.,
representing the Accountant.
The Honorable P.VINCENT MARmO,Judge of the
said Court.
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~APPEARANCES:.,.:
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Q TThIIE:
a;:).,
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ui THE COU RT:
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l-ll:
;:)ou~lVlR.CARROLL:
uii:I&.o
I
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that remains is the payment of any audit costs plus the payment to
be made on the Inheritance Tax.Other than that,there are no other
items involved.
THE COURT:Is there anyone else in Court interested in
this decedent's es tate?
2
HE COURT:The audit of this account is ordered clos ed
by the Court.
(A UDIT CLOSED)
The foregoing record of the proceedings upon the
I hereby certify that the proceedings and evidence
~z
~are contained fully and accurately in the notes taken by me on the hearing
>-enz~of the above cause,and that this copy is a correct transcript of the same.
lL
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~hearing of the above cause is hereby approved and directed to be filed.
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~I .AND NOW,this '1972,I,
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the
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IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
I
1
IN RE:ESTATE OF
MARTHA HABE,Deceased
)
)No.63-71-136
R E C E I P T
AND NOW,this /7
undersigned,hereby acknowledge to
day of -J-~
have received from Anne
,1972,I,the
Habe Luzar,Executrix
of the Estate of Martha Habe,Deceased,the sum of SEVEN HUNDRED EIGHTY-SEVEN
AND 62/100 DOLLARS ($787.62),in accord with the distribution of the Adjudica-
tion and Decree of the Orphans'Court of Washington County,Pennsylvania.
WITNESS my hand and seal the date above set forth.
Witness:
(SEAL)
.,.
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AND NOW,this
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No.63-71-136
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·RECEIPT
WITNESS my hand and seal the date above set forth.
ESTATE OF
MARTHA HABE,Deceased
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
tion and Decree of the Orphans'Court of Washington County,Pennsy1vani~.'
I
,IN RE:
I
I·r
.1 /1
:AND NOW,this /1 day of _..../.;;....1~jt!d1-.=-...,1972,I,theIundersigned,hereby acknowledge to have rece~ed from Anne Habe Luzar,Executrix
1:'1 :of the Estate of Martha Habe,Deceased,the sum of SEVEN HUNDRED EIGHTY-SEVEN I
:!AND 61/100 DOLLARS ($787.61),.in accord with the distribution of the Adjudica-I
'I'.IIII
.,Witness:
..
-..
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,
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,.
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN RE:ESTATE OF
MARTHA HABE,Deceased
}
}No.63-71-136
I
I,
I .
I
I
R E C E I P T
undersigned,
AND NOW,this I S day of ~tP-~*1972,I,theV".
hereby acknowledge to have received from Anne Habe Luzar,Executrix
of the Estate of Martha Habe,Deceased,the sum of SEVEN HUNDRED EIGHTY-SEVEN
AND 62/100 DOLLARS ($787.62),in accord with the distribution of the Adjudica-
tion and Decree of the Orphans'Court of Washington County,Pennsylvania.
WITNESS my hand and seal the date above set forth.
Witness:
..J;e.--'&,i'C,;,("SA,.#0#CI 5,p,Y OJ.'Ii
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-------------------------------------
RCC-134 (1-<69)
~OM!liOHYl,E~_TH"OF PENNSYLVANIA
,DEPARTMENT OF REVENUE
-BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE ~F irHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
J
ca Le ,.
Date:February 9,1971
County Washington
County File No.'by!'-/J~-;
Bureau File No.cPs'"2/-,/J'
We have received notice that,XlXXOOIXIJdXIt{OOmOO:JobXxxxxxXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
on January 22 19 71,you came into ownership of certain property through nOOX<J{»~~oox
*~~l~~transfer from,~ms.~~RTI~~\DE,deceased.
TO:CAROl.STERNAD
dO;)\S--1 2Z1,(~
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.He)d U.S.Series "E"Savi ngs
Bonds held in the Safe Deposit Box of HABE,MRS.~fARTHA and CAROL L.STERNAD.
Bonds ueee held in the names of CAROL L.STERNAD or ~ms.MARTHA RABE.
Pur.from 9-68 to 6-69.(1)$500.00,(6)$100.00.Dalance as of date of
death,$844.44.
appraised by the Commonwealth,as of the date of death,at $844.44
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$422.22 $--------
AMOUNT OF TAX DUE 25.33
o If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before April 22 19 71 you may deduct a
discount of 5%of the amount of tax due,or 1.27-----------
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 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 $25.33
$===============
INSTRUCTIONS TO TAXPAYERS
APPRAI SED BY:~~~~~~~?!?:::F:-ASSESSED BY:_
(Agent for the Commonwealth)
Make checks or money orders payable to:
~<S dYoC
J.d /f/77/
A:~-/~/dY7~-3
To insure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bring it to:
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decedent for forwardin~to t~e.Co~monwealth,lis1 ~ow'the date paid,name and address of the persol)rlf~wIRlm'.a.\
you made payment,their official title and the amount.."
Date Paid Name and Address of Payee Official Title Amount Paid
Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
by you may qualify as deductions against the gross value of the property in the computation .of tax due.If any
such expenditures meet all of the three following tests,it is recommended that you itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1•You were personally legally responsible for these debts,and
2·You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3.These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY Of _
SS:
I,hereby certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent,,for 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
Si 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
Form RCC-2,..'.,COMMONWEALTH OF PENNSYLVANIA DATE .............f.~9.:r.Y.:~!.y.....??.1.......~.9.7..~...............
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .............w.~.~~.~~g.~......................................~.BUREAU OF COUNTY COLLECTIONS COUNTY
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO...........?~:.?~:~~.~...............................................
Whereas,..........................................Mr..s..•....~r.t.h~.....~Q~...................................................late of ......................W.~:?.h~.~~.9.l,l .....................................................
in the County of ..................................................Washingt.9.n....................................................Commonwealth of Pennsylvania,having died on
the .................................22.d....................................................day of ................~~.~~:ry......................................71 seized and possessed of an estate19............,
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,AIFRED TCBI an appraiser duly appointed according to law,......................................................................................................................................,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future Interest In this estate Is transferred In possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years.the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit ApprallementDescrlpllonofAlletValuesMadeforInherllance iTaxPurpolel
$
.It.Held U.S.S:eries liEII SaviMs Bonds held in the Safe Deoosit Box
of HAVE,MRS.MARTHA AND CAROL L.STERNAD.Ii Bonds were held
in the names of CAROL L.STERNAD OR MRS.MARTHA HABE.Pur from I
9-68 to 6-69.(1)$500.00 (6)$100.00.Balance as of date of i
deat .h t»~~J,J.J.J 8Lk L.L.
'I
I,
i
Having been duly sworn according to law,I do h~reby ~y that the above appraisement is made in con-i
formity with law on this .....................22...q'.............day of ...................~................................~..
.....................................~........~~................Ap'I/Wr ......
....................................................................................................................................................................
(Number and Street)...........................................?U~....................,Penna.
(Post Ofll )
II
·':'v.i'l:.~.J:1.i.:J.:1g:t.C?J:l County
RESIDENT INHERITANCE TAX APPRAISEMENT ~71 OCC 21 f~:,:0nlJ~J 1:U
Estate of po.('_
I,L'....~,°':.1 ~':0
Mrs.Martha Habe
Deceased.
Late of
Washington.................................,.
Date oj Dealh,+::':".+.~7.+...
Appra1'semeHt Docket Vol.,3..$.
Page,.J..3.~.!;t No ~?.~7.+~+.).§.
Filed in Register's Office,~.:?.·~.~19 .?.1
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,.
Wrote abo.ut Appra.isement,
Appeal j"om Appraisement,.
Entered and charged,.
;:::CI~j r i:t\!.);:L iLL S
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RCC-134 (\-69)-,,
C(jr,\MONW'€ALTH OF PENNSYLVANIA
,.'DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
J
Date:February 9,1971
County '''ashington
County File No.J 7-/3 F -g'
Bureau File No.0 3 -7/-/S~
We have received notice that,~~lwmOtly:XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
on January 22 19.1L,you came into ownership of certain property through~XitXH~
~XI~«X~~X transfer from,MRS.MARTHA HABE,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.Held U.S.Series "E"Savings
Bonds,held in the Safe Deposit Box of Habe,Mrs.Martha and Carol L.
Sternad.The Bonds were held in the names of CARL BABE or MRS.}~RTHA BABE._
Pur.from 9-68 to 4-69.(1)$500.00,(5)$100.00 and (2)$50.00.Balance
as of date of death,$882.08.
appraised by the Commonwealth,as of the date of death,at $882.08
100 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$__---....;8;...;;8..;;;;2-=-.0~8~_$--------
AMOUNT OF TAX DUE 52.92
D If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before April 22 19 71 you may deduct a
discount of 5%of the amount of tax due,or 2.65
D This tax became delinquent,fifteen (15)months
after the date of death and,in addition to the
tax,statutory interest at the rate of 6%of the
tax per annum is also due as of*_
19__in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum unti I
paid
TOTAL AMOUNT DUE $S-2.92
$==============
APPR AI SED BY:..L.L,~4:-~~~~~'-o.:!.-._ASSESSED BY:_
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
To insure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bring it to:
Make checks or money orders payable to:
~~,,;?/~';P//f??/
~+-f~2I9Jr.
If you have already paid this tax to an executor,administrator,attorney or other personal representative of tbe
decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person t'o who'"
you made payment,their official title and the amount."\
Date Paid Name and Address of Payee Official Title Amount Paid
Under certain circu.mstances,if,after the date of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
by you may qualify as deductions against the gross value of the property in the computation of tax due.If any
such expenditures meet all of the three following tests,it is recommended that you itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 •You were personally legally responsible for these debts,and
2.You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3.These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee.Description of Obligation Amount Paid
...
TOTAL $
(attach separate sheet if 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
Si 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 $•
Date of Approval:_
I
~-----
Register of Wills
,..',"
Fonn RCC-2
,,1".'-COMMONWEALTH OF PENNSYLVANIA DATE ...........F.e.b.ruary.....22.,.....l.9..7.l.................
.,/DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ...........~~.f?.h.~.~!'g!!:.......................................BUREAU OF COUNTY COLLECTIONS COUNTY
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO............§?:?!.:~?..§.:............................................
Whereas,..................................................~$..~....~~.W1-.....W1-~~...........................................late of ................WASHINGTON...........................................................
in the County of .....................................WAS..HINGT.QN .................................................................Commonwealth of Pennsylvania,having died on
the .............................................22d........................................day of .................J.an,1:la.r.y.....................................19....7.J,.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,ALFRED TOOl 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 Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraIsementDescriptionofAlletValuesMadeforInheritance
Tax Purpoles
$
Jt.Held U.S.Series liEII Savings Bonds,held in the SAFE DEPOSIT
BOX OF HABE,MRS.MARTHA AND CAROL L.STERNAD.The Bonds were
held in the names of CARL HABE OR MRS.HARTHA HABE.Pur from
9-68 to 4-69.(1)$500.00.(5)$100.00 and (2)$50.00.Balance
as of date of death,$882.08 882 08
I
I
---,
,
form~~V:;;fhbJ::::~:.w~..aCC<>~~~t~I~~:.~a~07~~;~ce~~":~;;,:;?":~;~~L.
ppr8lBCr
.......................................................................................................,............................................................
~(Numbcr and Str~.et)
Penna......................................................~.................................,
(Poet Q eel
.i:.~IL_~--~~--
......................WA$.I:I.I..NGT.9N..Co Utlty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.............................MRS.•....MARTHA Al:IABE .
Deceased.
Late of
...............................WA$.I:I.:r.NG.'l'QN..
Date of Death,l~??~.7;J".
Appraisemel!t Docket Vol.,3.8 ..
Page,l3..~$.......................No...??~7~::~?..~.
Filed in Register's Office,Feb.22 19.71 .
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Ex-a.mined and Approved,.
Wrote abo.ut Appra.isement,..
Appeal f"om Appraisement,.
Entered and charged,..
9"11 DEC il ~li 9 118
r~~:.~:~:'~.:.'~"'..:.'...'~:a
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RCC-134 (1-69)
COMMONWEAL TH OF PENNSYLVANIA-~PARTMENT OF REVENUE c·
B~REAU OF COUNTY COLLECTIONS
,INHERITANCE TAX DIVISION
~OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
J
Date:February 9,1971
County Washington
County File No.jq-/.3 (j.....<f
Bureau File No.Ce 3 -7/-/J?
We have received notice that,~~Kl1KdUaKXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
on January 22 1971,you came into ownership of certain property through ~~
~i transfer from,MRS.MARTHA HABE,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.Hi~d U.S.Series "Eft SatiDl~S Bonds
held in the Safe Deposit Box of HABE,MARTHA and CAROL L.STERNAD.Bonds held
in the names of MISS DOREEN M.HABE or MRS.MARTHA HABE and MRS.DOREEN
Bonahansky or Mrs.Martha Habe.Pur.from 2-60 to 8-69.(5)$25.00,(5)~~0
(1)$500.00 and (6)$100.00.Balance as of date of death,$1,236.58
appraised by the Commonwealth,as of the date of death,at $1.236.58
100 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
ASSESSED BY:_
(Agent for the Commonwea Ith)
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 22 19 71 you may deduct a
discount of 5%of the amount of tax due,or
o This tax become delinquent,fifteen (15)months
after the date of death and,in addition to the
tax,statutory interest at the rate of 6%of the
tax per annum is also due as of * _
19__in the amount of
*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:&L~/\;:;..,v
jUlheritance Tax Appraiser)
$
$_--:1::.J1L.=2:.=,36'="';':..;:5:.=,8_
74.19
3.71-----------
74.19
$--------
$==================
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
fJOv.-J ~4.I q
~I~(rq?/
~-t+It (/)49~q
To insure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bring it to:
Abt.lll tUI'I 'I hE 1I0Itll\'lt.NuCML.'"
COURT HOUSE
WASHINGTON,PENNA.15301
If you have already paid this tax to an executor,atlmi')J~trator,attorney or other personal representative of the
decedent for forwarding to the Commonwealth,lis1 below the date paid,name and address of the person to whom
~,,'-'-a.you made payment,their official title and the amount.
Date Paid Name and Address of Payee Official Title Amount Paid
Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
by you may qualify as deductions against the gross value of the property in the computation of tax due.If any
such expenditures meet all of the three following tests,it is recommended that you itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1-You were personally legally responsible for these debts,and
2 -You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3.These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if 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
Si 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 Wi lis
..
Fonn RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE ........Apr..;U,....1.9........J.:.9.7.~................................~."-m:PARTMENT OF REVENUE RESIDENT INHERITANCE TAX .........~~.~.h:?:.~.~.~P.:.........................................VUREAU OF COUNTY COLLECTIONS COUNTY
lIIARRISBURG.PENNA.17127 APPRAISEMENT FILE NO...........QJ..::7.+.::.+.J..Q.............................................
Whereas...............................................Mr.§.~.....N.~;r.t.n.~..)~.~!>.~...............................................late of .......................~~.~.~.~.~~.?~....................................................
in the County of ..........................................Wasb.ingt.Qn............................................................Commonwealth of Pennsylvania.having died on
the ...........................................??Q...........................................day of ..................~.~.~.!.y....................................71 seized and possessed of an estate19............•
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore.I.FRANCES LEO an appraiser duly appointed according to law.......................................................................................................................................,
haying been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future Interest In this estate Is transferred In possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future Interest.
Unit AppralsamentDescriptionofAnatValuesMadeforInheritance
Tax Purpoles
$
Jt.Held U.S.Series "E"Savings.Bonds held in the SAFE DEPOSIT BOX
in the names of MISS DOREEN M.HABE OR MRS.MARTHA HABE,mx AND
MRS.DOREEN BONAHANSKY OR MRS.lllIi MRS.MARTHA HABE.Pur.from
2-60 to 8-69.(5)$25.00,(5)$50.00.(1)$500.00 and (6Q $100.00
Balance as of date of death,$1,236.58 1,236 58
I
I
I
I
forrn~~v:~hbl:~::~~~~..~.~~~~~.~j.~J.~:;:;.~a~~~~~~.~...~~.~.~~~.~~~.~~...~~~.~.~~.~.~.~~.~.~...i.~....~~~e 1~;;~.........................................1Jr'~.......~........~...........
AppralBer
....................................................................................................................................................................
W~..............................................~...................................,Penna.
(P OtDee)
.I
I ..".'wa..:i?b..MJ.gt.Qn...........................................CoUtlty ."'I
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.........................~§..~~.~~.J:1~~~p.~.
Deceased.
Late of
.............................,.Wa..s.hmgt.Qn .
Date of Death,l~~.~~7:l ..
Appraisemel!t Docket Vol.,??..
Page,~.~.?:.?No.63-71-136
Filed in Register's Office,..AP~g +..9.19 7.+.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut A ppra.isement,
Appeal f"om Appraisement,.
Entered and charged,..
')'}I [,t (;')I .~,(l II D'1 Lt 1 -h~1 '<~t
I./1.<.':;i':G
nE:;::"~'j:,:;',;',~'';',ILL S
V.'/.~;;;i ;,'p ';t"i {.!GO..Ptt
i
•
RCC-134 (1-69)
COMMONWEAL TH OF PENNSYLVANIA
at R~~~AORFT~~~~TO:CROELVCEN~T~ONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
J
EAST LAKE,OHIO 44094
TO:--=MR;;..;,;S;:...:.;.......;.;.;.ANN~-=L;.;;..UZ=E=R.:.--_
34109 BEACH PARK AVENUE
liiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii..-iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii ,;·.
Date:_~F..::..eb::..:r~u::.:a::.:ry~..:;9...L,--=19.:::..7.:....:1=---__
County __~W~a~sMh.:!:.in!.!OgtJt.:o~nlL-_
County File No."ViF~/J%-If
Bureau File No.tJ -1/-/3.L
We have received notice that,XXXXXXXXXXXXXXXXXXXXXXXXXX
on January 22 191.L,you came into ownership of certain property through ml<.OOID~
:HIHI~~~transfer from,MRS.}IARTHA HADE,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.Held U.S.Series "Eft Savings
Bonds,held in the Safe Deposit Box of Babe,~frs.~{artha and Carol L.Sternad.
The Bonds ,.,...,ee held in the Mmes of MRS.ANNE LUZER or MRS.~fARTHA HABE.
Pur.from 9-68 to 3-69,(1)$500.00,(4)$100.00 and (1)Seo,oo.Balance
as of date of death,$~7~62ti.Lt.9.o6u,,--_
appraised by the Commonwealth,as of the date of death,at $_7_6_2_,_9_6 _
100 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
D If you pay the above amount within three (3)months
of the die ot 1eaz~of the d71edent,or on or
before prJ.19 you may deduct a
discount of 5%of the amount of tax due,or
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 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 $
$__7--:6....:..2~.9.:;....6:.-__
45.78
2.29
$--------
$================
APPR AISED BY:~~:::.I..::;:~~~-"':l:.L..:<:J'lz..-<...~::::::'-:.
itance Tax Appro iser)
ASSESSED BY:_
(Agent for the Commonwea Ith)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
-------------._-_._-
To insure proper credit to yow account
this Official Notice must accompany
your payment.Mai I or bring it to:
•t •_t•.'.•
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,lis"t beio';the date paid,name and address of the person to whom
you made paymHil,their official title and the amount...
Date Paid Name and Address of Payee Official Title .Amount Paid.
Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
by you may qualify as deductions against the gross value of the property in the computation of tax due.If any
such expenditures meet all of the three following tests,it is recommended that you itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 -You were personally legally responsible for these debts,and
2-You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3.These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if requi red)
COMMONWEALTH OF PENNSYLVANIA}
SS:
COUNTY OF:}
I,hereby certify that the foreg~ing is a just and true statement of
funeral expenses and other debts of the decedent,,for which I
was legally responsible and which I did payout of the property herein taxed.I further certify,that to the
best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__.
REPORT OF REGISTER OF WILLS
Signature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
have allowed deductions listed above in the total amount of $•
Date of Approval:_
Register of Wills
~,!,-------7--------------1
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l-,---:~---t-----'---------------------I
Fonn RCC-2
'-DEPARTMENT OF REVENUE
~BUREAU OF COUNTY COLLECTIONS;,/
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE Ap.r.g ??.I.J.9.7.~....-,..
COUNTY W.~~.h~g~9..~..
FILE NO...~.?:.7.~::~.??..
.............................~~.~~.
AppraiBer
Whereas..Mr§~r.t.h?~p..~late of W?.~h~g!..~.~.
in the County of .Yl9-.;?h;\,ngt.Q.n Commonwealth of Pennsylvania.having died on
the ??4 day of J.~nw:!,r.y 19 7.+..•seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore.I•......................................r.~A~g~.~~an appraiser duly appointed according to law.
having been designated to make a fair and conscionable appraisement of the said estate and to assess and fix-•.
the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement:
In the event that any future interest in this estate Is transferred In possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit ApprelsementDescriptionofAlletVeluesMedeforInheritanceTIXPurpoles
$
Jt Held U SA Series "E"Savings Bonds.held in the SAFE DEPOSIT
BOX of Habe,1frs.Martha and Carol L.Sternad.'Dhe Bonds were held in
the names of MRS.ANNE LUZER OR MRS.MARTHA HABE.Pur from 9-68 to
3-69.(1)$500.00.(4)$100.00 and (1)$50.00.Balance as of date of
death.$762.96 762 96
.
I
I
I
Having been duly sworn according to law.I do h~reby certify that the above appraisement is made in con-
formity with law on this .........................~.3.c/...............day of .........................................~............................................................9..~1:...
4....J (!Cumber and Str!et)
.........................................................~~Penna.
I
I .................................y.IA.?tIJ.NGrQN...........CoUtlty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
...........................MRS.~Jf#\.RT.HA HAEE..
Deceased.
Late of
.................................1,r!f\§H.:J:NG~.9N ..
Date of Death,1 22""71 ..
Appraisemel!t Docket Vol.,.??..
Page,JJ..~.?No §J..~7.::l,~.::l,).Q ..
Filed in Register's Office,Ap:r.~~~.3.19 71.
Anwunt of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.lIt A ppra.isement,..
Appeal f"om Appraisement,..
Entered and charged,.
.-(./Or:'71 ,4:i n /'8.,L.,".i;1 (
..t I I ~,~•/'"/;:'\~"'~~t?.~:\t;'~IJ'
r~cc.~:·:L-..:~';'~//t'LlS
\\r"~~/,~~L J;::~,,"r':s r;{).,PtL
1
/
"•
Form No.ReC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROsS ASSETS UNDER '10,000.UNDER SECTION 701 OF ACT OF JUNE 16,1861.
EFFECTIVE .JANUARY 1.1862.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)
&..3-7/-13~
OFFICE OF THE REGISTER OF WILLS
County of ~~~J:;l~~g~?p..
. . . .~PP~..H;a;Q~.~11~~.r 'of ..3,~~Q~.:e~ap.b.'p'qrk.Ave.•.,.Eastlake.,.Ohio .
(Name)(Addrell8)
being duly According to law,deposes and says thatEhe is the _..__~~~~!!~Aj,~..
(Exec.,Adm.,Legat«,Etc.)
of the estate of M~!..~E~__~~_~~. .whose l~st residence was __. .__§_~~.~}?__§_t~_~~_t ..__.__...
(N0.)(Street)
_________~:~~~~~!~~~~_:__~~~~~.'ag~1Psea~;'hJ:AS&~P the whole of the estate of said decedent,who died _~~E_!?_?I._J.~_?J _
(CitY.Borough or Township)(Dare)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
Three narce1s of land situate in West Be+h1.oh.otn ~.'-in
Washington County,Pa.,on Sixth Street Marianna,Pa •.upon
which there is erected a brick house and frame ~ara~e.
For complete description see Deed Book 577,page 614 and
tH<
Deed Book 1022 pa~e 341-"In:t,6 fiOO 00
J ,,
\
Personal Property
Rebate on Federal Mutual Insurance Companv Po1icv ORF 311 115 o;;y 42.00.,
\
-
\
,
\-.-
'rOTAT 6,542.00,
,
NOTE:You may expedite the processing of this return by filing with it,and as a part of the return,
letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the
decedent as of the date of death,Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account,account number and the exact name or names in
which the accoUnt is registered,
j
.------~.---~---'----------------------------------------....,.".-.......--...,-
Jointly Held Property Estimated
:Value
",
1'J(\1IJ1i'
,
-
v >
<-,.'.~
~..
....
<-,
-
Transfers within TWO YEARS Prior to Death
NONE \f -
<,..-..-
.-:r .>.
,~l',.
,<
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
First National Bank and Trust Co M.,......h'"U",h~,,~A
Washington.Pa.Marianna Office Carole Sternad Daue:hter
-Marianna.Pa.
BENEFICIARIES
RELATIONSHIP SURVIVED AGE OF LIFE
BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
Anne Habe Luzar Daue:hter VP-P.1/5 residue
34109 Beach Park Ave.
Eastlake Ohio 44094
Rudolnh.T Hahe Son VA!=!1/5 n
3672 Berkeley Ave.
.Cleveland He~e:hts Ohio
Karl W"-Habe Son Yes 1/5 tt
29439 Shaker Drive
Wi"klii'i'<:>Ohio
Carol Lee Habe Sternad VP-p.1/5 "Daue:hter
20551 Naumann
Euclid Ohio
\1 /r;..Doreen Habe Banchanp,kv VI3<:.
Hyde Park Apts.
Hyde Park,N.Y.
~--------------------".....-------.....-------_....._--~--------------_......--..,
.'RESWEN:r DECEDENT DEBTS AND DEDUCTIONS CLAIMED
AMOUNT
None
$1 533
~~+9.~.6~ach .Park Ave .
(Street Number)
~~~~;t.aJ:t~.,..9.l?-~~~:W~.4 .
(City or Town and State)
~~..~.~.~'".~./..(EXecutor-Administr~Y .
commission •Fiduciary
Total
(.)See Note below
Funeral expenses.paid
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses •
Counsel fees •
DEBT OR CLAIM NATURE OF SAME
H.Shrontz
OTHER DEBTS AND CLA
Subscribed and sworn to before me this d...t;.
Frank C
NOT~(List first five items in the spaces so provided,observe notations thereon,and instructions.
avin ee~o ,do ereby cer fy ~/~"hl t;;:ve appraisement is made in conformity with law on this
................J....}"O.I."d.~..'"day of Jl.it':t~.L,r..-:'-.It.~{/~..'j .,,19;JJ..
. . .f~~:7./."':n.K",!.;;...~-kt.~.~.?--:'.f'/./ApprRise,'
In the event that any future intel'est in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after the
expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri-
tance taxes at the lawful collateral rate on any such future interest.
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater
01'less than the estimated amount claimed and allowed.
,.
..~EPORT OF T.H~~ELRO~WI..~1jt .
I,the underSIgned duly elected RegIster of WIlls In and for (,,:~....r County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts'claimed by depone except as to those items where a greater or lesser amount
is set forth in the last column to the right in said schedule above,which greater or sser amount represents the sum allowed as a deduction.
Dated:.
Register of Wills
,~
/'
Form No.RCC-62 (7-69)
WillAdministration lNo....:. . . . . .Year .....
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
...........~T~.~E;.
Deceased
Late of ..\l(~~t .~E?:tp.l.e.~~ql.1'9Y111.sAi.P......
County of W~13A.i.n.gtQl).
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~-:::0 0p,::O C)e>C::-t 11-U)U)en
-Ir"ro -~r--..J rr-
~3:..,..P ~m
-;,::::0;=2 0r-c:>FS(/)..-\0
AND AGENT OF THE COMMONW5ALTH
DEDUCTIONS ALLOWED IN J'
THE SUM OF $.lJ.?1r.....v"F
1...?~l4.".:"ll ...
STATEMENT OF DEBTS
AND DEDUCTIONS
COUNTY
OFFICE OF THE
REGISTER OF WILLS
OF Washington
Form RCC·10
ESTATE OF _-wMllila....r..Jot<4lh~aI......ol.Hl.Siaub:t:!ie'--LATE OF West Bethlehem Township
DATE OF FILINGl APPRAISEMENT DATIii OP DEATH .Ianuary 22,1971
DATE
uo .A~.f-l>....·..,.,'a ...-'--";.rl/l..ll.lVV(I'
Anne Habe Luzar ~eimbursement for exoenses advance~
'f'f -..,
1,f6885
M!'lrianna &Scenerv Hill Telepholne Co.-Teleohone bill
Revco Drue:Center -Medicatim s
.To~enh Skrinska M.D.-Doctc r bills
,,,,t-o,.of M!'l rianna -Box rent
42.76
9.49
10.76
15.11
3.5C
42.0C
60.0C
25.0C
4.2C
•Sf
l8.7f
1 533.0(
3.4l
$
Trio 10 close real estate
Gas bills
-Rlectriic'.hills
-Funeral cos1s
;Ire P!'l Rr.Ohin
Lake Countv Memorial Hospital -Hospital account
West Bethlehem Water District ~Water bill
Columbia Gas CO.
.Tnhn U
TransportationFitzP'erald Ambulance Service -to hosoital
Ob~erver Publishing Co.-Ad'ertising real estate
We",t-Donn 01'''''0 ("l"l
!::_Whit:A'~!::on~-Inscriotion bn e:rave marker
_'n 45 00
Notarv Public -Acknowledge deed 1 00
IFlovrl M Plutch et ux.-Estate's share of 1971 taxes (real estate)74 78
___-+-__+-__-¥-F~lovd M.Plutch et ux.-*transfE r taxes on real estate 48 75
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Russell Marino -Letters 12.0(
Wa~hinp'ton Countv Reports -Ad,ertisine:Letters
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acknowledgment
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1"'fYT'AT 11MOTTN'T'OF l"T.A TMF.n
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COMMONWEALTH OF PENNSYLVANIA
}S.:COUNTY OF __-"W'-"a:.!:s~h.:.:i::.:n~g:..;t::.;o~n~_________--'AWJn!An.s;e:.....!lHb£!a..!:b!.5ewL:!.!:u~z~a~r::.....~_~_HEREBY CERTII"Y.THAT.TO THE BEaT OF
MY kNOWLEDGE ANO BELIEF.THE FOREGOING IS A JUST AND TRUE srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENse 01'"
ADM.NISTRATION SUBMITTED TO THE ESTATE OF __.wM,..a~r...t....b...a.......HL<ia....b.t:lie"--.,--_
INHERITANCE TAX PURPOSES.~a I J 1/.o~ECEA.aD'AS DEDUCTIONS;I"'OR
"'{Aj4nL ,~~~CL,S.l.
E ME THIS d ?,DAY 01".
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
ANNE LUZAR.
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
J
In Re:Estate of --=..:MA=R=THA=:..-H=A:..::BE=-_
WASHINGTON County -File No.--=.::63:.....--=..:71=----=l~3_=_6 _
Dear Mr Ls_uzar:
You are hereby notified that the__....:o~r~i~g~in~al~_
app ra isemen tin th e estate of __......:..:Ma==-r.::.th:::a=----=H~a~b:..:e~,~.-____:_---------
has been filed in the office of the Re9.ister of Wills of_~W~a~sh~l.~·n~gt~o~n~_
County on November 22,,19..1!,Said appraisement reflects the following
valuations:
Real Estate 6.:.;,~5:...:00~•..::.O..::.O _
Persona I P roperty ---..:.:4...:.2~.OO=_=___
T ransfers _
J0 int Iy Own ed ------r---"rT"'>'<"-.....,..---------Total 6-=--,,_54_2 0_0 _
As to such tax that is paid within three months from date of death,a five (5%)
percent discount is allowable.As to any tax that remains unpaid after nine (9)months
(fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive;
and twelve months when death occurred prior to December 22,1965)from date of death,
interest at the rate of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as provided by law.
I
SignedDate_N_o_v_em_b_e_r_2_2:....,_1...:.9...:.'7ll _
DATE OF DEATH:January 22,1971
Note:This is not a bill.
~LA~
Titl e _Ma_d_e_1_i_n_e_F_in_n_e_y_,_A_p_p_r_a_i_se_r_1 _
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RCC-39 ('5-68)
C0tM,(ONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of HABE~MARTHA
(Last Name)(First Name)
DATE OF DEATH llan.22,1971 FILE N0.63-71-136
(Initial)
,}REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_W_A_S_H_I_N_G_T_O_N _
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:_~N~0~VEMBE==R~22~.~1:.L9.L:71",,--__
REPORT OF THE REGISTER OF WILLS
WASHINGTON
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
VALUE AS REAPPRAISED
$-------+--b.~(XJ_-00'
L..2.00
6,5~k3.00
6,542.00
VALUE AS APPRAISED
$
ALUE AS REPORTED
$v'.'w.UU
L..2~00
6~542.00
6~542.bO
VINVENTORY
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 $r6%'J
Tax on $")l(
nxoo$lK
nxoo$l~
Exemptions *
Total Estate --l-__
TOTAL TAX
COMPUTATION OF TAX
$--------+---
$---------1--
$----'-------1--
$--------+---
$-------.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===
TOTAL TAX BALANCE :-----~~
PAID $....JL
BALANCE OF INHERITANCE TAX DUE $L
Add interest at rate of 6%from_____to $----J
AMOUNT OF ESTATE TAX ASSESSED $----~I-
Estate tax paid $---ll-
BALANCE DUE $---_~~
Add interest at rate of 6%from
-----...(t,o-----
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 lAdministration~No Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
~.S.'I'...I3:E'l'~~..';l'()~Jll.~~...:...Late of
MARTHA HABE......................................
Deceased
e
..
I
I
County of WASHINGTON·.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
r"'r"'
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Funn Rec:'2
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COMMONWEALTH OF PENNSYLVANIA DATE NOVEMBER 22,1971.............................."..........................................................................
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHIOOWN
BUREA"'u OF COUNTY COLLECTIONS COUNTY ................................................................................................
r HARRISBURG.PENNA.J7127 APPRAISEMENT FILE NO...........§?.:.7!.:~~.............................................
Whereas.fllartha Habe West Bethlehem Townspip......................................................................................................................................................late of ...............................................................................................................
in the County of .......................................WA§.H;J;,NG:+.9N...............................................................Commonwealth of Pennsylvania.having died on
the ..............................??P.:~....................................................day of .............~~~.........................................71 seized and possessed of an estate19.............
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,MADELINE 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 Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit ApprallementDelorlptlonofAnetValuelMadeforInheritance
Tax PurpOle1
REAL ESTATE $
See attached to appraiselOOnt.6,-5004 00copy
PERSONAL
See copy attached to appraisement 42.00
TOTAL 6,542 00
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WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MARTHA HABE
Deceased.
Late of
WEST BETHLEHEM TOWNSHIP
Date of Death,~~¥.a.::r.Y.??,J.97.~.
Appraiselllellt Docket Vol.,J.~.~.
Page,~?.~~No.§?~.?.!~:I::~~..
Filed in Register's Office,.19 ..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
E~mmined and Approved,.
Wrote abo.llt Appraisement,
Appeal /"om Appraisement,..
Entered and charged,... I
/
------------_._-_._-----_._---------------------.------~--
RCC-4 (8-68)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE45833OFFICIALRECEIPT.PENNSYLVANIA INHERITANCE AND ESTATE TAX
dollars•__If I.,•• r ,.••bIll.'A IIRECEIVEDTmHUNImED1mFIFTYONEnnd4311Q()...
ANNE Wz.AR,...EXR.representing Pennsylvania Inheritance or
From:_Ll.J.~......-&-.I~RA................""""'~.\I"I,w.l__-------_r__-----E-st-a-te-T-ax-d-u-e-f-ro-m_t_h_e_f_o_lI_ow_i n_g_e_st_a_te_:m
Address..c....o.....;.:WES='=T....:BEA='""U::......:S::.::TREET=·='=-----l 2%Tax on $_
6%Tax on $4,190.;2
File No.6.3-'/.l-.136 Date of Death-.I.~:Qoo+J.,.....---l 150/0 Tax on $_
Dote of Payment ---&JlDJ:UU~W~~~'l2.-----~
Nome of Decedent -...MJUCrHA-1!AmL-----------1
%Tax on $_
Estate Tax,Act of
May 7,1927
County -----\1AaJjm~»l_----------1
Remarks:
JMO
-::iIi
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
dote of death
Plus interest at the rate of
__%from _
to _$--------·n
SEA L TOTAL AMOUNT PAID $=~25~1~.!!:43~==:(IJ
-...NOTE:Thi.Triplicate Receipt to be retained for audit purpo.e•.
3s-JJs-8 Received by ~.....,.J,~.:::,.~~A~·'~I:::..:...,""=.J-J...~'I~~~~------.
NOTE:In accepting the transfer Inheritance tax on future estates,prior to the death of the I"e .:Signa
tenant or tenant for years,as evidenced by thl~receipt,It Is understood that the Commonwealth s~oll .-;-.ftIi
not be precluded or prevented Irom hereofter ossesslng oddltlonol Inherltonce tox at the deoth 01 the.:.~.::"~.J.)'J~l~~=.>loI:::::.·z:::.:::~I",...J~~.,-""'-'=.:::::=~-----U
Ille tenont or tenont for yeors whenever It oppeors that such oddltlonol tax may be legally due and -'-,,(\(Tit )
collectible for ony reason whatsoever......)v