HomeMy WebLinkAboutOC1971-0187 - ESTATE OF REDD$10,000, UNDER SECTION 701 OF A~ OF J~NE 16,; 196~, .J
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Form No. RCC-62 (7-69) THIS FORM REQUIRED IN ALL ESTATES WITH
EFFJ1:g'IYE .JANUARY 1, 1962. (FILE IN OUPUCAT~ WITH COPY OF WILL
OFFICE OF TH.E REGISTER OF WILLS /) ~ . -
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.•J. .. , ·· . · ;.WA~HING:VON..,: ... , .. . Countyof ........ _._ .................... : _ · ···:' .,•t·
DEAN E ~ REDO · . . Fallowfield Township ............................ · ..... · ....... : .· ........ ,.~.·-... of ................ , ... -............................... .
· (Name) · · ' · ·· --(Address) . ' ·
being duly _______ §Y.I/.Q!.JJ ........ ~-~---.-'-·-.. ".accqrding. to law; deposes· and says that he is .the -----~~.9.?..1-€~ ... : ............. _____________ , ______ _
.. . · -· . • 1 · : • • ~Exec., Adm., Legattt, Etc.) ·
of the estate of -----~~~~~~'-~-~-c-~~RP..c ........ :c.<.< ... whose last residence was .. f.~·-~~~-~~-~-~-~-~---'!~~-~~-~-~P. ............ . . · ' ·.. · · · (No.)· · ·-(Suee!) · · • ·
--------------.. ·---------------.................... deceased, and that the whole of the estate of said decedent, who died ... !~~X ... ?.ZL .. ~_?}O (Cicy, Borough or Township) · • · ' ·· · • . (Date) ' ; ' '
consisted of:
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REAL P.ROPERTY
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
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Personal Property
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Estimated
Value
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Soecial Checkino Account First National Bank and Trust Compa J'IV!f.-7 //f
Charleroi ·office., amou:~t ~·-t date of.·death· ..... ·
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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
deced~nt 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
~cc;:ount at. the $te of death and the type of acco~t, account number_ and the exact name or names in
which the account is registered,
Jointly Held Property
Undivided 1/3 interest, joint tenant with right '?F su_rvivorship
•• I -~··. ! ' < -.. ... • I -; . ( in an 11.869 acre of real estate with house thereon, which is mor
· t '' •• ,. I = ) I' fully described in Deed Book 1268, Page 325, recorded in the
. 'I . . l ' I·. . . ' . Recorder of Deeds Office of Washington County, Pennsylvania
Total Assessed value $ 1,665.00
Total Appraised value 5 OQO.OO
1/3 included for purposes of inheritance tax
Transfers within TWO YEARS Prior to Death None
PERSONALTY
Savings Account No. 1666, Charleroi
in 'oint names of Blanche E: Redd
Estimated
Val!te --...
balance at date of death -$
1/3 included for inheritance 3 079.04
Savings Account No. 89l8, Charleroi
in name of Blanche E. Redd trustee
Federal Savings & Loan Assoc.
for Edith Redd ~nd Winona
Redd, bi1ance as of date of death -
amount included for inheritance tax
6 L · ~ · .
That at the time of death there was no safe deposit box registered ih decedent's individual name, o join~ with, or as agent or deputy of
another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
NONE
-
BENEFICIARIES
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BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE·
(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 t IN ESTATE
forth this fact.) DECEDENT
Dean E. Redd son yes sui juris Legatee . .
~h D; #2 I~Y PYn; PP n n c: " 1 \J ~ n; ~
Ehtel G. Redd dauohter-in-ves sui iuris ioint tenant R •. D. #2 ..
.Char ler_oi, Pennsvlvania law -
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Winona Ma.r ie Redd granddauohter yes sui juris Legatee
R. D. #2
C_ba-rle:-rn; Pe:nn~vlvan;a
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RESIDEli'T DECEDENT . DEBTS AND DEDUCffiONS~ CLAIMED ~ ----· ..
NOTE: List •fhst,fwe items in the spac~~.'so proviaed, observe notatipns thei·eon, and instructions.
DEBT OR CLAIM , ~NATURE OF SAME AMOUNT tifis· CQLUMN --._.~....::...:..:.:!.=_=.==--::,.::._--=..::.==---'----'---,--,,---~=-=,.=-:.~-4n!REG IS TE R ONLY
Haromd Sch~ock Funeral
Home
Quinet. Monument
OTHER DEBTS AND .CLAIMS
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Funeral expenses· paid
. Family exemption (will not be allowed unless
decedent died residing with a spouse or children:)
Administration Expenses •
Counsel fees •
Fidu~iary. commission •
( •) See Note below.
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Total·
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$. 17~·tr:e oc $
465 oc
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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
or less than the 'estimated ~mount claimed and allowed.
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· · · .· ~~,~~~~~ • ·ofi.m~ ,;o,lfct\~,;~.~ .... ..,,
· · • • • . ·~. · ,....\ ~, •• ;!''· .~ CQmmission ExP.ir~ June. 12, 1~72 .,, -~';) . . ..
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• •••••••••• 0 ••• 0 ••••••••••••••• 0 ••• 0 0. o,o •••• 0 0 0 0 0 ••
R,.
· ( Executor"_Administrator)
D. #2
(Street Number)
(City or Town and State)
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Having been duly sworn according to law, I do he•:eby· certify that the above appraisement is made .in conformity with law on this
.................. ~ .. dayof ........... ~.' .......... 06 .~)/;.1.9.;/. IJ\.j < ~ _
............... ~ .. \J.~ ... ·:·~·~· ..
In the event ~hat any futu•·e interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the
expi•·ation ~f any estate for life or for years, ·the Commo.nwealth he•:eby exp.ressly reserves the right to appraise and assess t~ansfer·inheri-
tance taxes at the lawful collateral rate on .any such· future interest. .
. REPORT OF THE ~EGISTER Of WILLS
I, the undersign~d duly elected Register of Wills in and for ... :.· .. \~.J . . .' · ...... County, Pennsylvania, do respectfully
report. that I have· allowed de. bts and. ~eductions .in the amounts claimed by deponen , e~•. pt to those items where a. grea.ter or lesser amount
is set forth in the last column to the right in said schedule above, which greater or !esse\ amou reP,resents the sum allowed as a Qeduction.
Da~d: ........ , .s-:· .. 1.~ r;;/. .................. ~. . · . , . .. .. ..~ l/1 ........ JV:1. ~ ...... .
· . · . . · · · . · . Rebster of Wills .
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Will
Administration lNo. ·.· ........ Year .... .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
BLANCHE . E • REDO ................... -.................... .
Deceased
Late of Fa11owfie1d Township ................................
County of .. Washington . . .......................... .
Commonwealth of PennsylvanUl ~ ~ ;:o -......: }1 " ---;t:.. fTJ ::0
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REPOR"¥ CAND APRif~ISAL ~ :-~ rn ~~ :'.:i-~·: ;.:::.; i.'!'··
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Adxian v. Sanniex
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411 Washington Avenue
_Char1exoi, Pennsylvania
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. ~ () \ :1 i 0 l \' \) )~./ ( l ~ 0 ~·. '" .... z $ .. ¥, / ~ ·•. . •. ·A ' -:.. '-'-{ '•"•'' \\ "· ,,, ~<~~.,:, :.:! ·E ~ . \.'.\\ "(f · . . lei\, • {((f(//ff!\1 _,
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE.
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BUREAU OF ,COUNTY COLLECTIONS
' INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
Dean Redd -Informant
( . ~
IN YOUR REPLY PLEASE
REFER TO
·In Re: ~state of ~~~€~Ji·~ea~? . ·'15"'~~___::.---'------
______ ....lwwa~s~h.l.!inblw·r.eg,..wto~:r:l----County -File No. · 63-71-18'7
Dear Mr. R'edd,
You are here by not·i fie d that the ·-.....-'-· __,,.;:o:.:ro-.:i<'=g:.::in=al=------'----
appraisement in the estate of Blanche Redd
has been filed in· the office of the Register of Wills qf --Washington
Cotinty on ·March 9 - , 19'Zl... · Said appraisement reflects the
follo~ing v~luaticins:
Jt. Held ~--~--~5~,3~2_0~.5~2~--
"Personal Property_~~-&2~2~5A-3~J~--
Tr ans.fer s --:----'--------..,..---.,.----
Total ________ .~5~,~54~5~.~8~3~·---
As to such ~ax that is paid within three months-from da~e of
death, -a five (5%) percent discoU.nt is allowable. As to any ~ax that
:rema·i;ns unpaid after one year from· date -.of det;~oth, interest at the· rate
of six (6%) percent per an.num is charged.
Any party in interest who is aggrieved by an appraisement may
appeal-therefrom as provided by law.
Date __ ~Mar~~c~h~9~'-=l~97~l~------Signed O!Jx . ..t, ViH;, pjl4
ALFRED TOSI·,·(@.· NPP.MISER I Title
DATE OF DEATH: July 27, 1970
Note: This is not a bill. \_
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RCC-39 (5-68)
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COMMONWEALTH Oi!' PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
' SUMMARY
Estate of __ R:..::e...::d...::d _____ B1=.a_n~c~h_e ___________ DATE OF DEATH_...:.7_-_2 7.:...-_7:_0 __ FILE NO. 63-71-187
(Last Name) · (First Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E".
Dated: -------------------------Harch 9, 1971 ~fl~ ~ iHERJTANcE TAX APPRAISER~ .
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", whic~ greater or lesser amount represents the sum
allowed as a deduction. ·.(::' _ 2' 1 • ~ \
Dated: March 9,1971 _~l( ~
EGISTER OF W'T'CLS
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED
Real. Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEOU.LE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
$
225 31
:>,::s~u >~
5,545 83
2 2s1 00
3.294 83
$
225 .31
5.'320 ·1)2
5,545 83
'2.251 00
3,294 83
FOR USE OF REGISTER ONLY COMPUTATIOi'l OF TAX
Tax on·$ 2%
Taxon$----------~·~3~.2~~9~4T8~~3~~o
Taxon $-----------------4----~
Tax ori $ -----------------4---.-10%
15% Taxon $ ________________ ~----
Exemptions===========11==
Tota 1 Estate---------------+----
·TOTAL TAX
•
$----~--~~~~~
$ --'-----=1~97'---t-=6~'9_
$-------------4----
.$ -------------4--~ $ ______________ ~_
$--------------~---
Less tax previously paid $========+==
BALANCE $--~---+---
Less 5% of tax if paid within
3 months after death $========
(,.) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
BALANCE OF INHERITANCE TAX DUE $ ---:----+--
Add interest at rate of 6% from
---------to --------$-----------L---
AMOUNT OF ESTATE TAX ASSESSED $-------+---
Estate tax paid $ __________ ___. __ _
BALANCE DUE $---------~---
Add interest at rate of 6% from
---------....('0----'-----$------------1----
TOTAL TAX BALANCE $ -----------+----PAID $ ______ __._ __
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
Will
;Adminjstr.~pon t No
f!'l TH~
Year
MJ\Tf:EJ\ Of THE APPf.C~IS~M~NT
OF THE
~STATE OF
BLANCHE REDD
.. ---------------D.ec:e~~ed
Late of-~ r P.:L.WWF.)J:r;.p __ rw. ~-_
~ounty of tJASHINGTON __
Commonwealth ~f Pennsylv~nia
~~PO~T ANI} ~P~j{~JS_~~
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Form RCC-2 -
.-!'!"'.; ~ -.. COMMONWEALTH OF PENNSYLVANIA DATE .............. J:1~.r..9.h. .... 9., ...... J.:.?.?.~ .......... : ..................
~ DEfiRTMENT OF REVENUE RESIDENT lNHERITANCE TAX COUNI'Y Washington
BUREAU OF COUNTY COLLECTIONS . ................................... ~ ... ·······~t···-·~·····-·························· .. ·· . . ...... APPRAISEMENT 63-71-181 HARRISBURG. PENNA. ,1772 7 FILE NO • ......................................................................... -...................
Whereas, ............................................. Blanche. .... R¢.dd. .............................................................. late of Eallowfield Tt:wp • ····················:················-········································································
in the County of ............... , .............................. W~.~.h.mgt..9.n ........................................................ Commonwealth of Pennsylvania, having died on
the ....................................... ?.7~.h .......................................... day of .............................. ~~ ................................... 70 19 ............ , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ALFRED TOSI 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 Unit Appraisement . ' of Asset Values Made for Inheritance '• Tax Purposes
$
.,
PERSONAL: ..
See c<:>py "attached t<:> a:ppraisement 225 t31 -;. .. -' .
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·• See COPY attached to appraisement 5,320 52
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J ·total 5;,545 83
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Having been duly sworn according to law, I do h':lreby certify that the above appraisement is made in con-
formity with law on this ............... ~ ............ day of ....... ·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·.·~·.·.·.·.·.·.·\7~~:·.·.·.·.: ... ~
. · Appraiser
. M (!fumbct' and Street)
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......................... "\iiiASHIN.::.GTON .... Cou-nty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.................. BL.ANG.&.: .... l.®P. .................................... i:);~;~;;d:
Lat_e of·
............................ F..AL.LOWF.l.ELD. .... TWP .•..................................... : ..... .
~.at c a;:el~:~: iz; ~;~;;···;·~;?.7.~7.9 .. 3 .1 .................. : .... .
ppr. . . ., ..................................................... .
Page, · /~£ .. , .. :1 .............. No ...... f>.~=7~ .... J.:.~ .. : ... .
Filed in Register's Office, ...... ~~.9.h .... 9. ........... 19 .... .7:J,
Amount of tax due, $ ............... : ........... :· .............. , ......................... :
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,
Wrote abo.ut Appra-isement,
Appeal jt'om Appraisement,
Entered and charged, ....................... .
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IN THE ORPHANS' COURT OF
WASHINGTON COUNTY, PENNSYL-
VANIA ~~ / 3""7 dl o/'71
I
IN RE: ESTATE OF
BLANCHE E • REDO ,
DECEASED.
PETITION FOR SETTLEMENT OF
E_S TATE OF S 5 , 000 OR LESS UNDE: PROVISION OF SECTION 202 OF ~~ FIDUCIARY'S ACT OF l949,
AS AMENDED •
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IN THE ORPH.ANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA
IN RE: ESTATE OF BLANCHE E. REDO, DECEASED.
PETITION FOR SETTLEMENT OF ESTATE OF
$5,000 OR LESS UNDER PROVISION OF SECTION 202
OF THE FIDUCIARY'S .ACT OF. 1949, AS AMENDED
TO THE HONORABLE, THE JUDGE OF SAID COURT:
1. That the decedent, BLANCHE E. REDO, resi.ded in
Fallowfield Township, Washington County, Pennsylvania.
2. That the decedent, BLANCHE E. REDO, died on July 27, 1970.
3. That yo~r petitioner w~s named as the Executor of the
Estate in tne Will. of his late mother, BLANCHE E. REDO, and
a copy· of the Will is attached hereto as Exhibit "A."
4. That all the creditors of the decedent have been paid
in full and the cost of the same were paid by your petitioner.
s. That the sole asset$ of the Estate consist of a special
checking account in the First National Bank and"Trust Company,
Charleroi office, in the amount bf $225.31. A copy of the lette
:from First National Bank and Trust Company stating this balance
is attached hereto as Exhibit "B."
6. That all the debts and expenses owed by the Decedent
were paid by your petitioner and the petitioner requests~that
he be reimbursed for the same.
WHEREFORE; yout·petitioner prays. your Honorable Court to
ORDER AND DECREE. th.at a 11 sums o( mo~ey ··remaining in the special.
checking account of BLANCHE E. REDO in the First National Bank
and Trust Company, Charleroi offi·ce, be paid·: to your petitioner
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to and !for his benefi f aione ..
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Adrian V. Sannier
Attorney for Petitioner
I· .
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
)
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)
ON THIS, ·the /c:l 6-Vday of -February., 197·1, I," DEAN.E. REDO,
after being duly swotn(according tQ law, do depose and s~y that
all the facts set forth in the foregoing Petition are true and
correct to the best of my knowledge and belief.
Dean E. Redd
Sworn <todand subscribed
before me this
d~y _of February, 1971.
-_ '. , Notary Public
"' '
DORiS . E. 'HAt:n
" Notary Public, Charleroi, Washington CoUnty
My Commission Expires June ·12, 1972
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I, BLANCHE E. REDD, of Fallowfield Township;
. . . .
· · ·. Washington County, Pennsylvania,· do hereby make, publish and
declare .this my Last Will and Testament. in the manner and form
following:-
~FIRST: -'r direct that all of my just debts and funeral·
. expenses be paid assoon as may be conveniently done after my
decease •.
. .
SECOND: ·I· give, devise and bequeath all of the rest, ·
residue and remainder -~f -my estate of wha:tsoever kind and nature,
and wheresoever situate at the time ·of my death, to my son·,
DEAN E. BEDD, absolutely,. and .in fee simple, his heirs and
·.assigns fo.rever.·
·THIRD: I do hereby· nominate, _cons~ute·and appoint
my son, Dean··E. Redd, to· be E~ecutor of ·this my .Last Will and
.Testament.
IN WITNESS WHEREOF, I, BLANCHE E •.. REDD, .the Testatrix
. ·. above' ncimed,. hav~ .here.unto subscribed. my name and affixed .my
seal thl.s ?t?4 . da; of._November,. ~. D.~-1949 •.
.. ! · ... ~e< &. ~ (SEA )
Signed,. sealed, published and ·declared by the above
named Blanche E~ Redd; as and for her Last Will and-Testament, in
the presence of us·, w~o have hereunto subscribed our names at her
request as witnesses ~hereto in the presence of the said Testatri:
-. ·:·. ·.·
and of each other. ·< · . ·. -.. :.·
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<·EXHIBIT-"A'":>:. . . >..
• • . • , • ..~ • • • !_·_ •• ~ : ·r . I.'/
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FIR·ST NATIONAL BANK & TRUST CO.
WASHINGTON, PA.
CHARLEROI, PA. 15022
· August · 11 , 19 7. 0
Mt. Adrian V. San~ier
. 411· \va~hington Avenue
Charleroi, .Penns~lvania
· Dear M~. Sannier:
ae: Estate of Blanche E. Redd
We have a spe~ial checking acc6unt in the
name of Blanche· E. Redd, 1102-03002-0-09, which has a
'balance at the pre.sent time of. $225.31.:
No other accounts either sing;ly or jointly
ate under this name. ·
. ~~t;y y,o."ff~Ld ~~/·<..__/V/r ~
( . ) ~-" ' 1 . k . . . M1.ss~tty c.rm 1.c . · ~· Assi ·ant Cashier v '
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·. EXHIBIT "B''· ·
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IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA
~-/?l'-r 1-r '( 1
1·-IN RE: ESTATE OF BLANCHE E. REDO, DECEASED
0 R DE R
AND NOW, this .• J=Jzwi._ day of February, 1971:, upon consider a tTon
of the foxegoing Petition and Upon motion of Adtian V. Sanniex, I
Esquire, Attorney for the Petitioner, it is hereby
ORDERED AND DECREED
that the First National Bank and Trust Company, Charleroi office,
is directed to pay any balance remaining in the special checking
account of the late, BLANCHE E .• REDO of Fallowfield Township,
Washington County,. Pennsylvania, to DEAN E •. _REDO, .tor his sole
and exclusive use.
R C C•43 (5-65)
NOTE: TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 · S. 4th Street
Harrisburg, Pennsylvania
Dear Sir:
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report: .
·~tNMAENgrAE~~~f~~~~~ION CHARLEROI FEDERAL SAVINGS & LOAN ASSN.
P.O. BOX 589 1st & Mcr\EAN --AVE.
ADDRESS ----------bC*H.A-1A,R~L=-£E~R-ttO'+:-I, -iP~I~NKll~>flr,~:-. -l:H5H:J0~2~2-----
ACCOUNT NO. OF JOINT,
TRUST OR INVESTMENT DEPOSIT-'·--· --=S~a~vi==-· lli?::.. -~-s~A~c~co~u~m· w... · -ll#!4i~66~-6.L..·. _·_-_· ----
NAMES ON ACCOUNT
OR INVESTMENT ___ B_l_an..;;.¢_h..;_e...:.E_;.•_;_Re_· ::.;:d:..::d..;;..o:;.::;r:....~ ..::;D·.::..:I3a:::.n=-·· ::.E:;.;.•;..:.;R:::.e:::::dd:.....:::ci~r_:Et~· :!!h!::::el::.·-~G.!.._-~. Re.!:S.!i:!:dw...d
ADDRESS Ri De # 23 Box 39'9, Charleroi; Pa.8 15022
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DATE OF DEATH . July 27;. 1910
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Dean··E~· Redel' or Ethel G •. Redd
ADDRESS R~ D. # 2.~Bqx 399:; Cb.arlerc):i; :P~. 150~2
~~~~Tri~~~~:~ 6~ ?N;cEES~~~~eQn~bte~
WAS ESTABLISHED ...... , .. · ~19-.67 / ,
BALANCE, INCLUDING INtER-EST'' -• I
DUE, AT DATE. OF DEATH $ 9;237;1:3 . ..-j --
:3 J 0 ? 9 C) s @ ¢ &j~ ::= . / J 1~ '}.f.~
~!;e · -/1' ·47-/e . ,9 ?J
~ aa~ n;k-: I!,..LfL
Signature ltf .. ; . . . TITLE . .!.'1anag~J;>
.Y, 3 ()~3_ ~ ~ ~%:: //f...< t;,
.S% ·~~/6-../J-Jo = ·"7 f/ CI:IARLEROI FEDERAL SAVINGS ·AND
LOAN ASSOCI.4T!0i·~ .
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COMMONWEA-LTH o'F PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
R C C-43 (5-65)
August 18, ~970
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NOTE: TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Deportment of Revenue
Bureau of County Collections
26. S. 4th Street
Harrisburg, Pennsylvania
Dear Sir:
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FINANCIAL INSTITUTIONFirst National Bank & Trust Co., Washington,. Pa., ·
ADDRESS CHARLEROI OFFICE, P. 0.; Box 97;, Charleroi; Pa, 15022 tP:
ACCOUNT NO. OF JOINT,
TRUST OR I NV EST MENT DEPOSIT____uO,L_2 -IJOu.3.0wO.u.2-'. olo.L....Lin:::z...9 -''---------"---------/---OW
NAMES ON ACCOUNT fJt r U
OR INVESTMENT BLANCHE E. REPD , hadhddual O~
DECEASED JOINT DEPOSITOR, ~
TRUSTEEORINVESTOR __ ~B~l~a~nc~u~·~E~,~~~dd~~~-----------------
ADDRESS __ ~R--~D~-~#2~,~B~ox~3~9L9~,~Cb~ar~l~e~r~o~i,~. ~Paa~·-·~1•5~02~2~-------------
DATE OF DEATH July 27, 1970
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR ~-N_O_NE ________ ,---____ _
1~ . -JJ ~ --!) /
ADDRESS -~N~ONEw;o._~rJ.l.:::::..~:e"-4i~~mu....i ......:G::::.....,L.-Jked~i!o..::A:tA.d--!.£l.e::...<l~r/J~. ,~d.---L!:Pf;R~. ___;:;:_.1....:....9-'-L-
RELA TIONSH IP TO DECEDENT ____ NwO.u.:NwE _ ___,__ __ --'~=:::....l!:::..!:::::::::=~::::..-__ _
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED . November 15, 1957
BALANCE, INCLUDING INTERES;F---:-\
. DUE, AT DATE OF DEATH $~~r--...!!:2.!::25!.A.::!.3L-:1--).--~-----~'()---_----
. ~):i~_,.=:..6C___.::u=-c.~~~L~<!.~L~
· · l Signotupe TITLE
(Miss) Betty Ermlick, Ass•t. Cashier
RCC-134 (1-69) · ..
COM_III.ONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS ·
INHERITAN'tE TAX DIVISION
OFFICIAL NOTICE QF'INHERITANCE TAX APPRAISEMEtH~AND ASSESSMENT OF
ASSETS NOT" SU,BJ ECT TO ADMINISTRATION
,,, Oiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii';i;;;;' ;i;;;;;;;' ;i;;i;' • iiiiiiiiiiiiiiiiiiiiiiiiii;;;;;;l;;;;;;;iiiiiiiiiiiiiiiiiiiii-.i;;;;;o;;;;i;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiii~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;;;!;;;;;;;~iiiiiiiiiiiiiiiiiiiiiiiiii~iiiiiiiiiiiiiii~iiiiiiiiiii;;;i;;;;;;;;;;;~
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TO: 'MR. & MRS. DEAN E. REDD
. R.D·. # .. 2t' BOX 399
Date: ·: · · · ··AugUst· 28, 19?0
C ··. ·.t ~-. , ~.:_: .wil·&liington· oun y .: ..
CHARLEROI, PENNSYLV~NlA 15022 __ ....;_ ___ __..;;...__ ___ --'--'-"'----'. County_Fil~ ~o:_~~-------
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We have received notice that ·~~JJUCRJ~xxxnxxmxxxxxxxxxxmxxxxxxxxxxx 0~ ·II -~July· 27 · 19_7Q_: you ·c~m·e· into· owner'sh i'p of' certain propiHty through . . ·. . ·• .
~"u_uxwx ~transfer fro~; BLANCHE E.\~~D., d~ceas'ed... ... ···
• , • ... • • ' ' • .,.= ..
Under the-inhedto.nce and Estate Tax Laws of the Commonwealth o.f Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance· tax due is imposed uppn you, ·as transferee.
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·· :The·property on,which tax .. is hereby assessed consists of: Jt. Savings ·Att. # 166§, held in the
,'CHARLEROI .. FEDEJb\L . SAVINGS & LOAN· ASSOCIATION, CHA.RIIEROI. OFFICE; CHARLEROI, · ·
Pa·~ (2)--Banli"Aect: ... #· 02.03002 0 08, held. in FIRST' NATIONAL ·BANK ·&·TRUST co.;·.
WASHINGTON·~·:.~!., 'CHARLEROI, .. PENl'JA •. (i) :In the .names ·.of BLANCHE E. REDD oi-D~N.
Eo RE~p-or; ETHEL. G. REDD. lliJIIII¥(2) BLANCBE E •. REDD~ Opened, (1) 6-19""67 ,(2) ·
.11•~.5.~~7. ·· _B~~a~ce·aa .or dea;te ·of dea·th.-' (~) .$,,;.237~13 and ,(2)· 22~:31: •
. . ·appra1sed by the Commonwealt_h, as' of the;·date of death; at.,$_.· :--9,4t>2.34. , ·. ·
•(l) 50 .. % ~fth'i·~ ~amount is taxable afthe •rat~"of 6 % .... ·· I. I. ,.::, .. : , , "-..' ,
1
e
(2)!~0 . ... '"' -· ORIGINAL A.SSESSMENT AMENDED ASSESSMENT
o~r .............
DATE~OF ASSESSMENT
: ' T~~;ABL:E A~OUNT .· ·_ ..
\ ' -. ~ .... -> ~-("
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$ -:-.-
.... . , : ~
' . ·, .. LESS: ALLOWED ,DEBTS J
• NET TAXABLE AM6'uN'r ' '·------~------~-~.i·:... . . :; . ,·--.. __, ... _. , ...... . . ' .
AMOUNT OF TAX DUE \ . 198.26 ... -· ·" ------'----------
1 • • ~-"-· ... ' ~ • >, .. ~
I J \•+•
-~ ~· .••• : .. '-~·!~ . ' ..... ~\ D If you pay ,the.9.?2v~. a_mo':'nt within three.'(3) mon!h.s . . -. · ,
of the. date 'of d'~ath of .the decedent f or. cin~ 'or'·:,·' . : •': ' • , 0 , '' '· •'; I ' , ~ . > \ •• ,~'l;•' ' I 0
· ·before ·Oct • 27 . :t ·· ·19· · 70 you ~ay deduct a.· · .· • ·' · . ~. · · ::...~ '
1 •. ·. -disc~~m! _of ?W.or!J(C!m_o~~(of !a~ du·~, or · .. ~., ... ~· .. ·7.!.. __ _9~-~~~-.-:-~------------
:_ ·o Th.i's~ to~ becani~ deli.nquent, ·fifte.en (lS) 'mo~ths · .. ~.,· ' ·· · .. · ·
after the d~te'·c)f~diath a~d, .in a·ddition to the· . · .
. t(]~;.~~t(]tut~_ry i;.,te~_est .. cit. the .. r~te of 6% of th~· ·· • · · ····
, ..
· _._.tax per annum is also due as of *--....,-------,---
; _ .. l9 __ in .the amount of --·--------
•: ···*If the tax is not ·paid by -the above date. additional
1 __ -interest is due at . .'the rate'. of 6% per am1um.until'
paid ·~
. ' . ' .
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.,. ·.~ . ' . . ... _ ·-·'
........ ~ -.<" ' -..
198. 26' ' ... $=========== TOTAL AMOUNT DUE $
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Make checks or money orders payable to:
"':" • ,4 •• .. ..
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TIONS TO TAXPAYERS
.·
To insure proper credit to your account
th~1s Official Notice must accompany
your pa.yment. Mail or bring it to:
"R~II, .. NA~
. AGENT FOk THE-\:Oi·i~~U·.: ~ .. I.·
·. _ . COURT HOUSE
·wASHiNGTON, PENNA. 15301
If you hove already paid .t~is.tox to on executor, administrator, attorney or other personal representative of the _
decedent for forwarding fo the Commonwealth, list below _the dote pai.d, nome an·d address of the person to whor.n.
you "!pde poxment, their official title and the omoLtot: • ~
"'
Dote Paid Name and Address of Payee Official Title
Under certain circu.mstonces, if, after the dote of death of the decedent, you personally paid funerol'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 propedy in the computation of tax due. If any
such expenditures meet all of the three following tests, it is recommended that you itemize the P,ayments belo~w,
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 on amended
assessment of tax. ·. · . ,
THE THREE TESTS ~HICH 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 con-furnish proof
of such payment, if required,.ond
3-These some debts are not also claimed, for tax purposes, by on 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 Nome of Payee Description of Obligation Amount Paid
;
TOTAL· $
(attach separate sheet 1f requ ned)
_COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY Of _______ _
I, hereby certify that the foregoing is a lust and true statement. of
funeral expenses and other debts of the decedent, '-'· , for which I
.was legally responsible and which I did pay out of the property herein tax~d_ . .-_1-further~~ertify, that t9_th~-..
best of my knowledge and belief, these same debts wi II not be c loimed by _any other pe~so~·, fot· inheritorice>:
tax purposes. -·
' . SWORN AND SUBSCRIBED BEFORE ME .THI-5_~·,..;...-___,._:·;_· DAY _QF
---..,..----------19 __ ·"· ..
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Signature· of• Taxpayer
" :~, ·~~·-:t::_"·::/·<~R~'P.oRT OF REGISTER OF WILLS
1\ ·~·
I, the undersigned, 9~ti·.~~~~t~'d.R~gister of Wills in and for the above county, do respectfully report that I
hove allow~~ -~~ductions li:;ted ci?ove in the total amount of$ 0
,:•
Date of Approval: ______________ _
Register of Wills
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May 25, 1971
. MR• JOSEPH F. ~HA)IAY ;'cHIEF
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF.COUNTY COLLECTIONS
FINANCE DUILDING .
~ISBURG, PENNSYLVANIA 17127
Dear Mr. Sbamay::
RE: : Estate of Blanche Redd
Late of 'vashington County
· !Dtte of. ~eath: . 7-27-70'
File No. 63-71-187
• • • .• J. ' May we pleaae have your permission to correct the above mentioned estate. -'
'·
The Real Estate on the Jointly·Held Property was not included in the
·total amount of Joint Property. The Balance of Jointly Owned Property
·should be $6,987.18 and not $5,320.52 as reported by our office.
This correction will change the Gross As_sests from $5 ,-545. 83 to·
$7' 212.49. ·.,
Awaiting your reply, I remain,
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Very truly yours,
"' ~ ·~~ ~ • \ .... f. • .. ' -.... " •,
FRANCES; .LEO,
·CHIEF APPRAISER
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of:..c;OUNTY COLLECTIONS
• HARRISBURG
Mrs. Frances Leo, Chief Appraiser
Inheritance Tax Division ·
Room 244, Washington Trust. Building
S. E. Cor. Ea~t Beau & .Main Street
Washington, Pennsylvania 15301
Dear :Mrs. L~o :
17127
June 1, 1971
-Re: Estate of Blanche Redd
File No. 63-71-0187
County of Washington
Date of Death: 7/27/70
Your letter dated May 25, 1971, regarding the correction to the
appraisement of March 9, 1971, is hereby acknowledged.
An examination of the records in the above estate discloses
that real estate as reported under jointly held property schedule on
the RGC-62 form was omitted when the RCC-2, RC:C-81 and RCC-39 forms
were typed.
(' .1-... ·~ ) ~.·... ··>J.• • ' •
Our Bureau records will be corrected and you are hereby authorized
to adjust your records to reflect the appraised value of the real estate
in question.
The addition of the value of $1,666.66 ;eor subject real estate
changes the total Gross Assets from·$5,545.83 to $7,212.49, with a
corresponding increase changing the Clear Value from $3,294.83 to now
read $4,961.49. ----.,,
We suggest you notify the Attorney for this estate of the adjust~
ments as made in the RCC-2 and RCG-81 forms. ·
HAB/lsg
1~0 -·~·
Herbert A. Brinkley~ne~
Inheritance Tax Division
For: Peter·capataides, Director
Bur·eau of C:ounty Collections
cc: .Mr. Russell Marino, Register of Wills
Adrian V. Sannier, Esquire
RCC· 134 ( 1·69) J COMMONWEALTH 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
TO:. ETHEL JEAN,REDD
BOX 399, R.D. # 2
CHARLEROI, PENNSYJ:,V@NIA
. .
15022
Date: July 21, 1971
County \vashington
County File No. Jlf-/c/ ?':_g-'
Bureau File No.tJ-2/-/J7
We have received notice that,· avsY,a"GreSi¥.1UiiGh'eMela~~£.}CXL"{XXL"CXXXXXX:XXXXX,X.XXXX:XXX.,'\::XX:XXXXXX
on · · .Iul y 27 ' 19.1..Q_, you come into ownership of certain property throughXJYgKt'\a1XSu¥..v~"G-~~~K
}f!lS::J&f!ID[r!j(Q:~b]~d}hy»:JiKi1i:ceJiM1XX transfer from, BLANCHE REDD, deceased .•
Under the Inheritance and Estate Tax lows 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 11E 11 Savings
Bond held in the Safe Deposit·Box of Blanche E. Redd or Dean E. Redd.
Bond issued in the names of MRS. BLANCHE E. REDD or HISS ETHEL JEAN REDD.
(1) $500.00 Bond pur~ 11~57. Balance as of date of death, $598.60.
appraised by the Commonwealth, as)!!,he date of death, at $ 598.60
100 %of this amount .is ,taxable at the rote of 6 %
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 ~r
before · 19 you may deduct a
d_iscount of 5% of the amount of tax due, or,,
0 This tax became delinquent, fifteen (15) months
after the date of death and, in addition to the
tax; statut~i'y. interest at the rate of 6% of th~
tax per annum is also. due as of* ,/r 2?
19-Z.Lin 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
ORIGINAL ASSESSMENT
$ ___ ___;5~9~8.:...a..:.6.:.:.0.__
35.92
----_e!~ (a !j_
3 t-~1
AMENDED ASSESSMENT
$-----------------
--·---------'
. . . TOTAL AMOUNT ~ $ 3 5 92-$ ==============
APPRAISED BY~~ ·~ ASSESSED BY:....:.;_~:____:.:__=---~--------"--
1inheritance Tax Appraiser) . (Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or.;oney orders payable to:
~ ..J.f'.(/
d{C//?73.
~ . ./
~
To insure proper credit to your account
this Official Notice must accompany
your payment. Mail or bring it to:
'Krm!ll NA~
AGENT FOR lHE COfi.Md\L. __ ,.
. COURT HOUSE
'WASHINGTON, PEt~NA. lSlnl r0 . 1
l
If you have already paid this tax to an executor, administrator, attorney or ot~er pers~nal representative oLthe ·
decedent for forwarding to the Commonwealth, list below the dot~ paid, narne and addre.s~-.·of. the pe~son to· .whom ..
you made payment, their official title. and the amount. ' · ' · ,... ·· ·
··-' ..... L .. '. ·: '
··· A·~;;u·;,·t: Poi d" Date Paid Name and Address of Payee
' . ~ -· .
( ,. . . .. .;. ~
Official Title· ........ ,, . . .. -~ . ... . ....
Under·certain ci.rcu.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 deduction~ against the gross value of th,e. property:in,,th~ C«?.rylPU.t;OJi.on of ta.x .due .. ,~,11f any
such expenditure·s mee~ all.of the three following tests, it is recommende.d that you itemize the payments below,
execute the affidavit, and return this notice. The Register of Wills will'exa,mine .the.debt.s 'c:lai"~ed and olio~
those which he. determines to be proper. The tax ~ill then be recomputed anci'y~u ~·iii 're~ei~e an omend~d
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
... -... ..._~ --· ...,;-7 I -... ~ ... •.:., ..,....-~~ -...,_._..,.__~.-c--"'l .•
1 -You. were personally legally responsible for these debts, and
..... -· ......... ---..... -.;t ·.-:~~·.,. -~: .. ' .-.. ........ ,r •
2-You actually paid these debts out of the account or property described above and can furnish. proof
of such pay.ment~ if ~equired, and . .
3-These same ·debts are not also claimed; for tax purposes, by dn executor, adm·inistrator or other
personal representative of the decedent hand! ing the .ad min istrat,ion ~f the g~neral estate of the.
decedent or any other transferee. • . ' ·· · · . .
SCHEDULE OF DEBTS
Date Paid Name of Payee, Description of Obligation , Amount Paid
I .
TOTAL· $. ·:I
(attach separate sheet if required)
COMMONWEALTH OF PENNS.Yl:. VANIA) ..
SS:
COUNTY OE ________ _
.-··.
I ' ;I ''.
I, . . . hereby .certify that t.he foregoing is a_ just an'd true. stot~me~t of
funeral expenses and other debts of the decedent, . , for which I
was legally responsible and which I did pay out of the property herein taxed. I further certify, that to the
best of my knowledge and belief, these same debts will not be claimed by any other person, for inheritance
tax purposes .. . :.
SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF _________________________ 19 ___ .
·Signature of Taxpayer
REPORT OF REGISTER OF WILLS
I, the undersigned, duly elected Register of Wills in and for the above county, do re.spectfully report that I
have allowed deductions listed above in the total amount of$--------.. ·
Date of Appr~val: ______________ _
Register of Wi lk.
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Mrs. Frances' Leo; ·Chief Apprai$e;r-•
lhheritance Tax Division ·
Room 244; Washington Trus~ Builcllng
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... _.. :;,--' ,. · S. E. Cor. East Beau & Main Street
· , Washington; ·Pennsylvania 15301 A . . . . .
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_R~·=· Estat'e··c,r Bl~che Redd---
File 'No~ 63.::.71:0).8'7 · .
1-Cou.,nty of '!llashington
: ;pate of' Death: 7/27/70
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. . . . ' ' . . t ' \ Your letter dated ,May 25, 1971;,, r 1ega.rding the. correction to the_
appraisement of March 9, 1971; is herebr acknowledged.
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, · · An_. exatnina tion of the records in_ ~h~. aboVe estate c;Usclo$es . ,
.. ths.t ·;r'ea.l estate as repprted under.jpintjy: :P.E3ld property. schedule.on .... J t~e ROC-62 form was omitted when the. RCCt2~ R,cc:...Sl and-RCC~.39 :fo!'ms . ·
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. Our -Bureau recor:ds will. be cor~ected and -'yqu. are hereby a1ltP.orized
to adjust. your records'~ :to re:flect~_the apprais:ed yalue of the. r~al e$tat'e . ., .
in questic;m.-· · · · · · . ....
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The addj. tion .of' ~th.e ~~~~~or·· $1;666766 ~o~ subject. real .es:tat.e
changes th.~--total Grpss, Assets from -$5,545~83 to $71212.49; ~ith .a
corresponq.?.:tig increase cl;lar;tging_'~~ Clear Value. from $3;294·83 to· now
· read $4 96L49 ~ · · · · · · .. -· ·. ·. · · · ·, ., : -' . . .,. . .. : . . , ' . : .
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·----lole-stigges't yo'll ·notify._ ther A~totnE:ly for thfs estate Of ,the adjust-·ni~nts as. tnade in the RCC.-.2 and· RCC..:.~l forms. . ,: , ,. , ,.
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Very. truly yours, · ·· ...
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. . H~bert A~· ·B~inkiey~· T~ EXaznihe~
· :. · Inheritahce·.·T~ Division .. · :>
.-.' ·. . For;'·· Peter ·CapataJ,d~s, ·nil--ector ·.· ·
HAB/lsg . ·. Bureau of' Cou,nty Collections
·'cc': Mr..~Russell Ma+i~o;, R~gist~/_of w:tlls~·.t/·~; . : '·.:· ~ ', _.
.Adi:i.an V ~-Sannier; E~quire · · ··· .~ _l.
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