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HomeMy WebLinkAboutOC1971-0246 - ESTATE OF ASTLERCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Arma E. Astle (Executor~) IN YOUR REPLY PLEA8E REFIER TO 38-148-3 In Re: Estate of ______ R~r_e_d __ A_s~t~l_e ____________________ __ ______ ____!.)W~a:l::!s:!..!h.=in~gt~o.un~---------County -File No. 63-71-24.6 Dear Miss Astle, You are hereby notified that the __ ~o~~~·-~g~ina==~l~--------------- appraisement in the estate of ________ ~F~t~e~d~A~swt~l~e ________ _,~~~~----- has been filed in.the office of the Register of Wills qf Washington County on Aprll 1 , 1971 • Said appraisement reflects the following valuations: Jt. Held ~----=1~,1===3~2;.:.:.ll==---- Personal Property ______ ~1~00~·~0~0 ______ _ Transfers ____________ ~~~~-------- Tota l --------------,--=1,2 2:;:,3~2::..:•~ll=------- As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date _ _,~ril 1, 1971 DATE OF DEi\TH: February 26, 1971 Note: This is not a bill. Signed Title FRANCES LEO, CHIEF APPRAISER ESTATE INSOLVENT RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of_A_s.:...t:..;1:::...e ____ F_'r_e_d _____________ DATE OF DEATH (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER 2-26-71 FILE NO. 63-71-246 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: ---=A~p"'-'r~.,.,·1..........,1...,_,_,1.,_97...........,1,__ __ REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for "\t'Jashington 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 ·~ g ater or lesser amount represents the sum allowed as a deduction. ( • . -~·· /,, ..._ Dated: April 1. 1971 ~ \ J\.1'-'\..~ REGISTER OF WILLS 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 (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or EST AT annuities................... $-------1--- ESTATE TAX ASSESSMENTS $ -------..L....- E 100 00 1 112 11 1 ?i2 11 2.(179 50 INSOLVENT FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ ----------+--2% $ _______ ~--- Tax on $ f(;Ci;J Tu~$ ~ $ __________ -+--- $-------~--- Tu~$ lK $ ___________ ~--- Tax on$ 15% $ _______ ~-- VALUE AS REAPPRAISED $ ___________ ~--- Exemptions • Total Estate _______ -!--- TOTAL TAX $---------~-- (*) 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 BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from $====~== $----------+-- $======== -----to -----$ ------L--- ,·AMOUNT OF ESTATE TAX ASSESSED $-------1-- Estate tax paid $ _____ ___. __ BALANCE DUE $ _____ __L __ Add interest at rate of 6% from ----------~10------$-----~-- TOTAL TAX BALANCE $ ------+-- PAID $ ---------....L.--- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ~ No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF -. . . . . . . . . FREJ:) A$ 'l:':r..E: · · · · · · · · · · · · · Deceased Late of ........ STOGKDALE .. . County of · v/ASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL i Fonn RCC-2 DATE .......... .April .... l._. .... .1.9'J..l .................................. . . " .... . _.:,, DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 77 72 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY ...... W.g,.§.b.iP.,g't.QP., .......................................... . FILE NO ........ ??..:7.!::.?4.§. ............................................... . Whereas, .............................. ft~.4 .... A.~.~.+..~ .................................................................................... late of ............................ ~~?.?.~~.~~~ .................................................. . in the County of .................................. Wa.s.bingtan ................................................................... Commonwealth of Pennsylvania, having died on the .................................. ~9.t..b. ............................................. day of ........... ; ............ .f..~.P.r.:t¥.tr.Y ......................... 19 .. 7.l ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, FRANCES LFD 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 Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ PERSONA1: 1947 International Truck (Pick Up) 100 00 JT. HElD: One half interest in a checking account at the Rostraver Office of WPNB, the account being captioned, "Fred Astle or Anna R. Astle". taxable total 1,132 11 total 1 212' ll ESTATE INSOLVENI' Having been duly sworn according to law, I do h~reby certify that th~ above appraisement is made in con- formity with law on this ................. ~ .............. day of ............................. ~ ................................... ~... .......... .. ... . 19 .... 2/.. . ............................................. ····~······· .. L..L...0 ............. ~./51m,u Apprai•er ............................................................................................. . . . . . . . . . . ................................. ...................... (1'1 umber and Str~~t) ........................................ £0.~ ..................... , Penna. (Post ee) I I I I I ' I ' I I I I ' ................ W<i.::>J::l~g:~9.:r:t .... ············ County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of f.r.~ct ... Afi.tl~ ............ . Deceased. Late of Stg~~c,l.<i.J...~ .............................................................. . Date of Death, .................... 4::::4.6.~7l ................................... . Appraisemel!t Docket Vol., ............ .J..f?. ............................... . Page, ..... :1!!:.?=?. ....................... No ..... ..§?.::7.~::::~.4.? ......... . Filed in Register's Office, ...... !\.P.:r..:i}: ... ~ ......... 19.7.~ .. Amount of tax due $ } .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, " Entered and charged, i LJ 71-2¥t J i LAST.WILLAND TESTAMENT OF FRED ASTLE I, Fred Astle, of. Stockdale, Washington County, Pennsylvania, being of sound mind and memory do make my Last Will and Testament and hereby revoke any and all wills heretofore made by me. FIRST: I direct that my just debts and funeral· expenses be paid as soon as practicable after my death. SECOND:! hereby give, devise, and bequeath all of my property, real~ personal, or mixed of which I die seised to Anna E. Astle of Stockdale, Washington County, Pennsylvania, Mary L. Ray of Elco, . Washington County, Pennsylvania and Fred A. Ray of Elco, Washington County, Pe!!nsy1 vania,, in equal shares 7 sh~re and share alike,.- THIRD: I hereby appoint Anna E. Astle to be the Executrix of this my Last Will and T~stament and do not require her to post bond. FOURTH:! further empower my Executrix herein namrol I to sell any real estate of which I die seised either at private or public sale for such consideration as in her personal judgment shall be sufficient and give a deed or deeds for same. IN WITNESS WHEREOF, I have hereunto set my hand r4'i'\ .. and seal this h.:_day of March, 1965, in the City of Washington, ·washington County, Pennsylvania • I l I ,......, .... -~-,. .. .~ '·.:J ~ ..... · < .... '1' ·-·-• -~ .,. . ' ' • f ~~ ' J ·, ; ~.: ' ·'' . · Signed, sealed, ·published and declared by the above named testator as and for his Last Will and Testament in the presence of each other, and who each at his·request, have subscribed our names as witnesses to this and to the above Will and to due execution, the day and year aforesaid. h..i 7/.,L~t ~ffi~auit ®f ifxrrutnr ®r ~~miuiatratnr ~tate nf Jrnn.ayluania }. C!tnunty nf 11l!fa.a4ingtnn .as: Personally before me, the undersigned authority, a .. No1NY. ... ~~~~--------in and for ·said County and State, appeared .. ANNA.Jl •.. AStLB ....................................................... who, being duly sworn according to law, deposes and sa.ys that he is the executor or administrator of the es- tate of _______ .JRBD .. ASTLS------------------------------deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ... .S~-~Jgt•J.-'-----------------• 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 sfworn .... an_d_ s::cribed be 1 f 9 ore 1m1e this .. 9.tb ............. } .a 7 .... ~ .......... ~.d.k: ... G~~ ............ . ay 0 ....... l••auiuf;........... .. .. · ....... . Executor-Administrator ...................................... ~ ................ . ADDITIONAL INSTRUCTIONS 1. An inventory must be filed within three months after appointment of personal vepresentative. 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 Oopies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. · REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 3lnurntnry anb 1\pprai.armrnt .of the goods and chattels, rights and credits which were of ................ .P.RBD .. ASTLB .................................... late of .:the .. .Bozou.gh ... ot ... Stockdale ......... .. Washington County, Pa., taken and made in conformity with the above affidavit. 1947 lntea:natioraal Truck (pick-up) ate hal:f intexest in a checking· account at the RostJ;aveJ: 01tioe ·.ot WPNB, the account being captioned, "FJ:ed Astle oc Anna a. Mt1e" DOLLARS CENTS 100.. 00 2264• 21 1232. 11 j '0. ··~ ''·! ' I • I I . .:J I I .~.! ... \D .. Form No. RCC-62 (6-70) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS .UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, EFFECTIVE JANUARY 1,1962. (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) j ~ 3-7/-~ 'JL£ OfFICE OF THE REGISTER OF WILLS County of .. \.Y~.~f:I;J:N<;i';l',~ ............ - ANNA E. AST~ . 533 Bow St., $tockdale, Pa • . . . : ... · ........... · ... .-........ · ................... of .............................................. . (Name) (Addreaa) being duly ______ §_~Q~-~----------------------according to law, deposes and says that~e is the-------------~~~-~~-~~~~------------------------(Exec., Adm., Lega=. Etc.) 0 the estate o -----------------------------------------------------------whose last residence was---------------------------------------(No.) (St~ f f FRED ASTLE et) ____ Sj:_QQ_~gg_l._~--------------------------deceased, and that the whole of the estate of said decedent, who died--~--(Cicy, Borough or Township) -26-71 -----<oaiei ___________ _ consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DE ATH OF DECEDENT, OF OTHER OWNERS. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES. ADDRESSES AND RELATIONSHIP Real Estate NONE - .. - . Personal Property 1947 International Truck (Pick - ,_ " . Uo) -· ~ . Estimated Value NONE &/<. :1.~ 100.00 NOTE: You may expedite the processing of this return by filing with it, and as a pa rt of the return, or owed by the of the financial n the decedent's me or names in letters from financial institutions or mortgage holders, certifying to amounts on deposit decedent as of the date of death, Such letters must be signed by a responsible officer institution or mortgage holder and indicate clearly amounts of principal and interest i account at the date of death and the type of account, account number and the exact na which the account is registered, X / Jointly Held Property Estimated ~, r ,.. ... •·1 • T ~ .. -~ ..., ~ .. .. 'Y' Value , . -0 .. One hatf~interest~in a checking account at ·the·-. ,-_,; <. '• - Rostraver ()ffice of WPNB, the accou·~t. be~ng~cap-•M C"""'-""1 ' ·.-~.:;;.v~e&.. tioned, uFred Astle or Anna E. Astle". Taxable Total $:1232.11 ·' .. ;: vWt· --~ j/3'J._,I 1 . AV V' U•l_,·,t $·' ' -~ - - Transfers within TWO YEARS Prior to Death . .. NONR ~ - . NONE That• at the time of death there was no safe deposit box registered ih 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO· AT DEATH OF forth this fact.) DECEDENT Anna E. Astle Dauohter ves sui Juris 533 Bow St, Stockdale, Pa. Mary L. Ray Daughter yes suiJuris . RELATIONSHIP OF JOINT HOLDERS TO DECEDENT INTEREST OF BENEFICIARY IN ESTATE 50% scm RESID,ENt,.DECE;DENT DEBTS AND DEDUCTIONS CLAIMED NOTF1·-List first five items .in the spaces so provided, observe notations thereon, and instructions DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~----.--~~~~~==~------~----------~~~~~~==----------.-~~~~--~~EGISTERONLY OTHER DEBTS AND CLAIMS Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees * Fiduciary commission • (•) See Note below Eckert Funeral Home Funeral and grave opening Charleroi-Monessen HospitalHospital care last illness Dr. w. Rongaus, M. D. Medical care last illness Daily Herald Advertising letters Washington County Reports Advertising letters Register of Wills Probate Register of Wills Filing Inventory $ 1771. 00 210. 00 ss. 00 12. 50 14. 00 14. 00 I 3. 00 I Total o( tJ 7 r So $ .. ; Note: The estate agrees t.o advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater or less than the estimated amount claimed 'and. allowed. • .c:::ii: ~.~ ... C:.(~:.:Z:£.&:~ .... Subsct·ibed and sworn to before me th,is' :.~. : ... ~.~~ .......... , . . . . . . . . . . . . . . . . . . . . . . . . . day of ... ~~.:t:'~J.?., ........... , 1;.~. JiiiliiY lJublic, Charleroi. Washington Cn. ....... ~ ..... )1);CQI\ll,lli~si~n. ~x.Pjf!l~ p~~~~~e.r.3.1: ~97a · / ( Ezecutor-Acdministrator) . 533 Bow St. (Street Number) · Stockdale, Pennsylvania ••••••• 0 ••••• 0 0 ••••••• 0 •• 0 ••••••• 0 •••• 0 0 ••••••• •.•. (City or Town and State) Having been duly sw?rn according to law, I do hereby certify that th~ above appraisement is made in conformity with . ~· r7 ~f •• ./.) ?I law on this .................. . ..... dayof ............ -.L/.~·······.·····~· 19..... ( _jl ............. ~~.cr~···· .~Jb:. ..... J.n the event th~t any future interest in this estate is transfened in possession or enjoyment to collateraJ heirs of the decedent aftet· the expiration of any estate for life or 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. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for .... &{J. .... County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent ept as to ose items where a greater or lesser amount is set fort~ in the last column to the right in said schedule above, which greater or le ser Tount re esents the sum allowed as a deduc!ion. Dated: ........ ~~./.:-: . .?/..................... . ......... ~.l.l .... JM.~ ... Registei of Wills ,/ ~ 1 Form No. RCC-62 (6-70) Will . l Adrnjnistration · 5 No. . · . . . . . . . . Year ..... ) IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..... ffl~P .. ~:r~~-................... . Deceased Late of . ; ~'r<x.:~A.k~ ' ~ ' I • o o o o o o o o o o o 0 o o o o o County. of . WASHINGTON •••••••• 0 •••• 0 ••• 0. 0 •••••••••• Commonwealth of Pennsylvania . ___.i;,'-·"""':t REPORT AND APPRAISAL ~ -;':J y--rn::;c lfl G? C:: :z -(_() :::: (}--:. (_f) ,....... _ __.;: . f"1 cJ r.,., r- ~ :.·__: _ ... S c~ ... _ -n :: g~~ ; r= ~ ~--U-.1 0 <l;>-'lfl .. ::z. :;..?" ::rJ ......... .) --:::J :::z c::::> co _.,·i'-00 ... ---~ l-~· (:J John E. Costello, Esq. 418 Washington Ave·. Charleroi, Pa. 15022 Form RC C-10 OFFICE OF THE REGISTER OF WILLS OF __ W_A_S_H_IN_GT_O_N __ COUNTY AND AGENT OF THE COMMONWEALTH DEDUCTIONS ALLOWED IN ·. STATEMENT OF DEBTS THE SUM OF . . . . . . . . . . . . $ ... AND DEDUCTIONS DATE APPROVED . • . . . • . • . Register of Wills, Agent FRED ASTLE The Borough of Stockdale ESTATE OF __________________________ LATE OF-------------------------------------- DATE OF FILING APPRAISEMENT March 9th, 1971DAT5 oF DEATH -~:...e:::.b=r-=u:.::a==r~y~2:..:6:..;,L.....;l:.9~7-=--=l---- J DATE NO, OF NAME OF PAYEE REMARKS AMOUNT VOUCHii'lll Funeral and Eckert Funeral Home grave opening 1771. Charleroi~Monessen Hospital Hospital care last illness 210. Dr. w. Ronaal.S. M. D. Medical care last illness ss. Daily Herald Advertising letters 12o washington county Reports Advertising letters 14. Register of Wills Probate 14. Reaister of Wills ~ Filing Inventory 3. ()l))j tL.JJLlJ (' .... -·D (.a. --13 0 ~ ... ~ J.l ':f\1. COMMONWEALTH OF PENNSYLVANIA } COUNTY OF _WA...;.__:,;_SHIN~GTON_ SS: I, ANNA E. ASTLE -----------~~~.::=..!!.-.!~~~------------------------HEREBY CERTIFY, THAT. TO THE BEaT OF MY KNOWLI!:OGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF ....:FR~=E:::D:...:.•1~~'_:A:.==S;.:T:.:LE=----------...,---------PECEASED, AS DEDUCTION$ I'OR ·-~<;Lr/_.--:::::_:::' ·-:.::::..::::-'-:....:::..::C...-~c~!........!:' aq~:::::::::-~&=.::::__.::::.__<L. 5.) INHERITANCE TAX PURPOSES. SWORN AND SUBSCRIBED BEFORE ME THIS 9th -------=-M.::a:..:r::....:c::::h:..:..._-=c-, 0 71 @l~ DAY Of' ffbtarY:Publlo, Charreror WD hf ~ Gummlsslen Expires 9~t sfl ngton Cn, em er 31, 1973 00 00 00 so 00 00 00 vu -- ~ - . ' .l -· ~ ·v.d ··o J N 01:) ~·ll H SVIA Sl~Ht.\ ~j C (13,1. S I ~.:nJ :1'1 )\ 11 \]. v I ' ., -, ,,, ,., [l' j ·V ill o ,'j 1 :1 ; .:;> .; , . ~L J • 01 ··, . • RCC•43 (5-65) CO'MMONwEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG Marc~ l.6 1 ·1971 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: ~1v NAME OF REPORTING · A ); FINANCIAL INSTITUTION Western PennQ'lvania Nst.;anel Bank, Boucoe Oftice Jt>f · ADDRESS Furlong & Howard Streets, Roscoe, Pennsylvania J$h77 /;~ ACCOUNT NO. OF JOINT, (rf TRUST OR INVESTMENT DEPOSIT Checking # 062 486 878 NAMES ON ACCOUNT ORINVESTMENT ____ ~Fr~e~d~As~t~J~e~o~r~A~n~n~a~EHe-Aw~~t~le~---------------- DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR __ Fr_e_d_A_stl_e __________ _ ADDRESS )33 Bow .st., Stockdale., Pa-1Sh8l . . DATE OF DEATH February 26, 1971 SURVIVING DEPOSITOR, . BENEFICIARY OR INVESTOR __ Ann=:.=a-=E::.::•_;A=s:;.;:tl=e::;._ __________ _ ADDRESS ____ ~S~3~3~Bo==w~S~t~.,~s~w=c~kda==l~e•~~~·~l$~4~8~J __________ _ RELATIONSHIP TO DECEDENT-::--_Da...;..ug.:h_t_e_r __ ,;___ _______ _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ~ch 11 1961 BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $---~~~¥----1~------ j /3 at. // r<Y ~% =-~ J fJ ~. ~ cSP?c;-7/) ~ ..;:./o RCC, 134 (1-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BURi:AU OF COUNTY COLLECTIONS f' INHERITANCE TAX DIVISION ot'FICI~L NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: ANNA E. ASTLE 533 BOW STREET _......;;S;..;::T...;;.O.;;..;CK:..:.;D~A=L~E l-' ...;;.P--EN;....;N..;..;.S....;;.Y.;;;;..LV--A....;.N_I_A __ lS48 3 Date: March 23, 1971 County \vashington County File No. _________ _ Bureau File No. _________ _ We have received notice that, UD~~XXXXXXXXXXXXXXX.X.XXX.X.XXXXXXXXXXXXXXX on Febr~:.l?:-:ZJ:,.l~~ come into ownership of certain proJ>erty thrdughl-lij[tl:XKUnn~ ~~X ~. taansfer from, FRED ASTLE, deceased. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylv.anio such transfers ore 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. Bank Account #062 486 878, held in the WESTERN PENNSYLVAIA NATIONAL BANK, ROSCOE OFFICE, ROSCOE, PENNSYLVANIA. In the names of FRED ASTLE or ANNA E. ASTLE. Opened, )farch 1, 1961. Balance as of date of death, $2,264.21. appraised by the Commonwealth, as of the date of death, at $ 2 • 264 • 81 50 % of this amount is taxable ct the rate 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 or before May 26 19 71 you may deduct a discount of 5% of the amount of tax due, or D This tax become delinquent, fifteen {15) months after the date of death and, in addition to the tax, statutory interest at the rote of 6% of the tax per annum is also due as of *------ l9 __ in the amount of *If the tax is not paid by the above date additional interest is due at the rote of 6% per annum until paid TOTAL AMOUNT DUE $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ _l:..:IL:l~3.:..:2 ·~1:.::::1 __ $----------~~----.... ' 67.93 3.40 -----~-.--- 67.93 $================ --( / ~ APPRAISED BY:"-7/~~----:r ·-/~ · g_..-. ASSESSED BY: _______________ _ · {Inheritance Tax Appraiser) {Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany your payment. Moil or bring it to: If you have already paid this tax to an executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwealth, I ist below the date pq,id, r-~e and address of the person .to :wh~om · you made payment, their official title a~d 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 ~:my 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 th~ 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 purpos·es, 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) SS: COUNTY Of _______ _ 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 pay out of the property herein taxed. I further certify, that to the best of my knowledge and belief, these same debts wm not be claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF 19_. Signature of Taxpayer REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I have allowed deductions listed above in the total amount of$--------.. Date of Approval: ______________ _ Register of Wills ~ 3-7/-.,<_~~ i\ffii\autt ®f fxrrutnr ®r i\~mtutatratnr ~tatt nf Jruunyluauta } Ql.nuuty nf llan4tugtnu nn: Personally before me, the undersigned authority, a _)~Q-~~;y ___ ~!-?-~!~--------in and for said County and State, appeared ___ ANNA.J~_. ___ AS.TLE-----------------------------------------------------__ who, being duly sworn according to law, deposes and says that· he is the executor or administrator of· the es- tate of _______ ..F.RED .. ASTLE ______________________________ deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ____ $.~-~~~9-~!-~-----------------• 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 Swf orn ::rs~~cribed be 1 f 9 ore ;~this .. Q~~ ............. }:·····A~.~-~~~ ...... c.<./?4~ .... . ay 0 ...................... ,.,.... ...... .. ................ 1 Executor-Administrator ......................... ~~······················ ADDITIONAL INSTRUCTIONS 1. An inventory must be filed within three months after appointment of personal1:1epresentative. 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 ~uututnry nub i\ppraintmtut of the goods and chattels, rights and credits which were of ................. ~P. ... ASt~ .................................... .late of .~A~ .... a.9.~.QM.9~l .. Qf ... St.9.CJ~d.a.l~L ....... . Washington County~ Pa., taken and made in conformity with the above affidavit. 1947 International Truck (pick-up) One half interest in a checking account at the Rostraver Office of WPNB, the account being captioned, "Fred Astle or Anna E. Astle" TAXABLE TOTAL DOLLARS CENTS 100. 00 2264. 21 1232. 11 ., 6 0-I i~d c I HVt~ I L Form RC C·lO OFFICE OF TME REGISTER OF WILLS WASHXNGtaf OF--------COUNTY AND AGENT OF THE COMMONWEALTH ~3-7/-~4 STATEMENT OF DEBTS AND DEDUCTIONS . f DEDUCTIONS ALLOWED IN TME SUM OF ............ $ ... . DATE APPROVED ....... . Register of Wills, ·Agent March 9th, 1971 Pabzuary 26, 19.11 DATE OF FILING APPRAISEMENT DAT!i OF DEATH ____ __:::...__..:..._ _____ _ ) NO. OF i:IAME OF PAYEE ' REMARKS AMOUNT DATE VOUCH Ell! - Eckert Funetal HOIQ& ,. ~·-·~a~o ~uo grave ~pen:l.no · I "1771. .. Charleroi-Monessen Hospital Hospital eaze l~st'illn•ss 210. Dr. w. Ronga"lJi\ M. D. Medical cue last illness ss. Daily Hexald Advertising lette¥& 1a. Washington count~ Reports Advfttising lette;rs 14. Register o£ Wills Probate 14. Register of Wills Filing Inventory 3. c1t~L JJ tJ~. ... /) (" 1. ,.-7:s """' ff r • , .... .... ..LO J){.tf. rt ,.., -, I" - 1771.00 210.00 I . ' 55.00 1250 I 100.00 14 .00 1~13211 1 4 .0 D ll232.11S 3.00 I Z07950-I --I Z079.50 T --~ \ (i)'~D I_ ~ 1 L I .. . ..... ~ ~ COMMONWEALTH OF PENNSYLVANIA } -_W_lA_S.,.H..,.,I=NG-x-T--.00~"""1n:'~r:o-se: COUNTY OF ANNA E. AS'l'LE I, --------------------------HEREBY CERTIFY, THAT. TO T~E BEST OF MY I<NOWLI!:OGE AND BELIEF, THE FOREGOING 'sM.oi~A~slfU srATEMENT oF DEBTs. FUNERAL EXPENsEs AND EXPENSES oF ;::~:11;~:::·::Xs~::~:::.TO THE EST~TE OF . '/ CY; ~:_::;EDUCTION$ FOR 9th /~;:-c>6L/ (.-. ~e:e cL. s.) SWORN ANO BU·~· . BEFORE ME THIS 11 DAY OP' ~ ~l!7:e_ . -~~ 1ilify Public, Chorlerlli. Waslltn·gton err. I!'!Y. Commission E <~1. t~ 0ecember 31, 197J 00 00 00 50 00 00 00 U\) ~, - \.'1d '··oo NOLJNIHS.Vt~ Slllt,\ :lO iJ3 JSl:)]l:J ON!li:H ~r,ssn~