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Home My WebLink AboutOC1971-0276 - ESTATE OF LONGRCC·B1 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEASE REFER TO J$-lSQ-8 Inheritance Tax Division RICHARD D. LONG & MARY LOUISE R. McNEELY ( Executo'Jedi~~n!Rt In Re: Estate of -----'"'-S-"'-T~EP~H~E~Nc!....__!:oG!...!!.~L!!!!:O~NG~a'!!l./~kt~a~------- -~!.!.:riA~~.:.!' Hc.!.:!I~N~G'-.:!:.T~ON:.!____ County -File No. _ _:6::......3:._-_..7-=1'--.:..:C2..._76.:::__ __ _ You are hereby notified that the ____ ....,l,o,!,!rL,i~g~J."". na~-*1"----------- appraisement in the estate of Stephen G. Long a/k/a has been filed in the office of the Register of Wills of Washington County on November 17 , 19~, Said appraisement reflects the following valuations: Real Estate ________ ----.-"' ______ _ Persona I P roperty ___ ----45'-=l::..JrL:l::..:S=-.:8=...:•~4~3~-- Transfers ______________ _ J o inti y Owned ---------:-,--------- Total ------~5ul-.1•-"""'1~8~S.ll.!.4~3L-__ 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. Date -~N:.:...:o~v~e,=m~b~e~r~l~7....~.r~l~9...L7...:::2:_ Title CHIEF APPRAISER DATE OF DEATH: February 16, 1971 Note: This is not a bi II. j ..... ·,. ~ .• RCC•39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT /., ·'·!·.· j. £, v(l SUMMARY ~ jl Estate of LONG' (Last Name) STEPHEN G •. a/k/a· DATE OF DEATH 2-16-71 FILE NO. 63-71-276 (First Name) (lnitial) REPORT OF INHERITANCE TAX APPRAISER 1, the undersigned duly appqinted lnh~ritance Ta~ Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and per!!onal property as reported in the foregoing return at the values set forth opposite each item in the lllst co lump. to the right in Schedules ''A", "Q", "C", and " ' Dated: November 17, .1972 REPORT OF THE REGISTER OF WILLS 1, the undersigned duly elected Register of Wills in and for . Walhington · County, Pennsylvania, do respect- fully report that I have allowed deductions in the amount~ claimed by deponent t as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F"; ich grea r or lesser amount represents the sum allowed as a deduction. Dated: NOV 2 1 197 RUSSELL MAf:INO INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ................... ESTATE TAX ASSESSMENTS FOR USE OF REGISTER ONLY Tax on·$ :·!..., VALUE AS REPORTED VALUE AS APPRAISED $ ' $-----+-- 51 188 43 5 295 13 5 295 13 45 893 30 $ I $ I ... . COMPUTATION OF TAX $ VALUE AS REAPPRAISED $ ____________ ~--- . .. Tax on$ 51.18~ ~ 43 <!J $ ·Paid In Full on Nov .17, 72 Tax on$ 5% Tax on$ 10% Tax on$ 15% Exemptions • Total Estate TOTAL TAX Less tax previously paid $ BALANCE $ Less 5% of tax if paid within 3 months after death $ BALANCE OF INHERITANCE TAX PUE Add interest at rate of 6% from ---------to _______ _ $ $ $ $ I AMOUNT OF ESTATE TAX ASSESSED $-----,----i-- Estate tax paid $----.,.------...,...._ __ BALANCE DUE Add interest at rate of 6% from -----~0--~----- ~ (*) As evidenced by Charitable 'Exemption Certificates issued by the Secretary of Revenue. $----------+-- $ .,..., ,...,.---~-L....,- $ ___, ______ __._ __ _ TQTAL 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 eJ~,planation. ') !j.· •. ------------- Will Administration ~ ": l -, ~ No.. . .. Year ........... . IN THE MATTER OF TH-E APPRAISEMENT OF'THE ESTATE OF STEPHEN G. LONG .~/It/a ..... . Deceased Late of. PETERS TWP •. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL_ • I I , . ' .. ...., ....;. ~ -I ' .. /. -Fonn :!CC-2 I . A November 17, 1972 D TE ·······································'·························································· COMMONWEALTH OF PENNSYLVANIA • .. , ........ / DEPARTM~!T OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 77 1 2 7 . ... ' .. RESIDENT INHERITANCE TAX APPRAISEMENT Washingt-on · -· COUNTY ·········································"····: ...............•................ FILE NO •. §.~::?!::.?..?.~ .. -...................... . · Stephen G. Long 1 Waslington Whereas, .................. ~.................. .............................................................................................................. ate of .............................................................................................................. . in the County of ............. W.~.$.bJ~gt..9.~ .......................................................... :······················ Commonwealth of Pennsylvania, having died on the ...................... .l6..~.b. ..................................................... day of ............... F..'.~~~-~~.!7............................... 19 .... !.~. seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......................... W..a.s..hin..&t.Q.P.. ................................................................... , 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. Appraisement ·:, Unit Description of Asset Values Made for Inheritance Tax Purposes $ PERSONALTY: See Schedule ''B" attahced hereto: 51,188 4: - Total 51,188 43 ronn~;·;;:~hbl:~ ::fh~w()l"Jl ·~~~~: ~; o~·~~~~~7?~ ~!:~d. ppra1ser ~ ........................................................... . ........................... ...................... L ~IUld Street) Penna. ~-. J"-'.... . .. ............... · ............ ..... .......... , 'd .._.,(Post Offi<!e) I I I I WASHINGTON County ,. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..... ~'l'E.~~~ ..... ~ ...... ~.Q:f\1~ ..... ~1~1~ .......................... . Deceased. Late of PETERS TWP. Date of Death, .. f:~b~.a;ry.l6. .. , .... 1.9.7.2 ........ . Appraisemel!t Docket Vol., ..... ~.~ ..................................... .. Page, .J.-5..9.~.~-................. No. §.;J.~.z:t..~.~-1.§ ........ . Filed in Register's Office, .. ~~Y. .. ~ ..... l..7 ........ 19.'7..~ Amount of tax due $ J ···•··•••••··•··········••·•·•·•······••·•••••·•••••···•••••••••••••• DEPARTMENT OF REVENUE Received,· Examined and Approved, Wrote abO.ut Appraisement, Appeal ft'om Appraisement, Entered and charged, .. /• RCC•72 (9·68) ... COJA.MONWEAL TH OF PENNSYLVANIA -,~EPARTMENT OF REVENUE BU1fEAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES 'REGISTERED IN THE NAME OF A RESIDENT DECEDENT APPLICATION (M.UST BE FILED IN TRIPLICATE) DATE~l-1¥/~2~4/~2~1---- TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: , . . ,Application is hereby,made for con.sent to the transfer of the following· securities of a Pennsylvania' Corporation or a National Banking Association located in Pennsylvania: ' ' (a) SO ShUee (b)· -Duquesne Light . C:ompany (c) CODUQOn Sto<:k (NOTE: In describing securities enter in (a), ob 01e1 either the number of shares of stock or the face amount of registered bonds, in (b), the name of the issuing company and iri (c) the class of stock or the stated interest rote and maturity date of registered, bonds.) . ISSUED ON August 7, -1958 , and having a TOTAL MARKET VA!LUE OF $ .. _ _,.4=-.-,_....lu.SS.....,-• .,..o~o._· ---,----- (Date) . 1 _ , as of the date of death of the decedent~ Stephen G. Long · (Nam'e ~f Decedent) . ' . . . , on Pe);)x'u•y 16, 1971 · _ . (Date of death) who was I ate of _ ___::_Pe...:;_:_te-=--r-=-s"'---'lo"""_ '-wn-'-"-=s:c;_h=i""'p ___ --:-_-----'-W"-"a=s=b=in=· :..oogt-=o=n=-.;~;=:::-=un=t~Y~---=P,.e,..,M,.s-,y~l..._· 'V',_,an.,...,.i...,.a_ (St~eet andN~mber) (Po~t Office) (County) (State) .• ' l. The securities are registered as fo II ows: ___ _,S,._,t..,e..,.p~b...,e..,n...___,G....._. --'Xc>~Ds.a:;p$J'-------,------------- .(Name or names in which certificates are regJstered) NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICA ON TWILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNEp TO YOU FOR COMPLET ON. -' COMMONWEALTH.OF PENNSYLVANIA·-DEPARTMENT OF REVENUE j CONSENT TO TRANSFER SECURITIES _ DATENov. 24th~·1971 I hereby consent to the transfer of the above securities now registered in the nome of the aforesaid . . . . . . . ,I II Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which 1 the property of said Decedent is mode subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521, as amended and the Act of June 15, 1961, P.L. 373, as amended. This is also in acco•rdonce with the provisions of the Act of April 9, 1929, P.L. 343. This Consent to Transfer the her,ein. desc~ibed' property opera~es only in referen~e to the estate of the above-named Decedent. ' .... ' By~-#~~~~~~~~--~~ Regist~Pn~feWills Washington (Title) (County) •' I~ ( l I -------------·· ·-·-··· I am the attorney of record.· for the es- tate or the transferee shown on the fro.nt of this form. I do herP.bY -pArson:... ally guarantee the payment. within the time :prescribed by law. of pny Penne.yl-' vania inheritance tax whjrh maY oe due RCC-72 (9·68) COMMO~WEAL TH OF PENNSYLVANIA ~I),EPARTMENT OF REVENUE B~EAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT APPLICATION (MUST BE FILED IN TRIPLICATE) DATE · 11/24/71 TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for coosent to the transfer of the following' securities ~fa Pennsylvania Corporation or a National Banking Associa1ion located in Pennsylvania: (a) 40 Shuea (b) Gulf Oil Cot:Qpany (c) ~n StoCk (NOTE: In describing securities enter in (a), abate, either the number of shares of stock or the face amount of registered bonds, in (b), the name of.the issuing company'and in (c) the class of stock or the stated interest rate and maturity date of registered bonds.) . ISSUED ON OOtober 28; liipand having a TOTAL .MARKET VAILUE OF $_1.:....-,2_2_5_.0 __ 0~---- (Date) as of the date of death of the dec,edent, _....:S=te~p=b=en=··"--· --"'G"-"•'-----=Loft=l-------.,-, on Pel>Naq 16, 1971 (N~me of Decedent) (Date of death) ' ' who was late of_·_Pe~t;,.,::U:___::_a_WO,;,;,..· _wn___::_Gh_ip,.___ ____ ._.,'---b--'$.ft--""gto_· n_Co_· _un_t:::,.y_ .. _.Pelm __ ay=-l,;_v_an_· _1_a___::_._· _. _ (State) . ' (Street and Number) (Post Office) (County) The securities are registered as fo II ows: --,...·S_te__,p'-b_en_. _G_._· -~_,_. _· __z::_· _;_· ,;_' --------:--------- ·:' (Name or names in which certificates are registered) (Name) . ll ~Mf-9~13 I , couNTY FILE NUMBER b 1~'7}" l7& ADD~~s oi= APPLICA~J-71-J..t-MI.~~~~:..::...:-:-=:::,.....;..--F..c-..........f--,,.__,., 17 BUREAU FILE NUMBER ) ~IGNAT:URE OF APPLICANT~1-oU-;~"""--7'P--I'~'--'<-Io~.=....>I~- NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF'THIS APPLICATI N, CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLET COMMONWEALTH OF PENNSYLVANIA-DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES 'DATE Nov. 24th. 1971 I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521, as amended and the Act of June 15, 1961, P.L. 373, as amended. This is also in accordance with the provisions of the Act of April 9, 1929, P.L. 343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. Register of Wills·' Washington (Title) -,--------(County) r--------------------·---------------1 I am the attorney of record for the es- t-ate or the transferee shown on the front of this form. I do hereby person- ally guarantee the payment, within the time prescribed by law, of any Pennsyl- ' vania. inheri t.ance tax which may be due . on the transfer of the securities 15. sted ; hereon for whi~a consent to transfer (fl gr,ted. , (l!.f ]}, 0 •• 0 "li!i .-A., .. { ate) i ~l --'PrJ \. Form RCC-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS j RESIDENT DECEDENT COUNTY OF ... .W.J.\.S..a:.l~G.~.Q)',\J.,, .......................................... .. IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the· Register of Wills of the County where decedent resided; Return is due within one. year after date of death, unless an extension is granted by the Secretary-of Revenue. (Section 703 of _t~e Inl)eritllnce_an!l_E_state Tax Act of 19§1.) -STXm:::::::::·_ .... :~~~-~ .. -.:.~ ............. , ...................... }=:FFiDAVIT OF ATTORN_EY FOR THE ESTATE (State full name of decedent) Late of ... Pe.t.e.r .. s.. 'l'9.WP..$Ai.P . .« ....... W.g,s.b..i..ng.:t._9.,P County ~ ::.: .:~::::~:::~:: ::~.:~-~--~~~~=} ~· .................. G.iO.RG..;e.; ..... .:l: .. ~ ... J~PP~I ....... ~'r.'l'QRN.:S.X .... F.O.R ..... m..;e.; ..... ~$.'r.!\'r.~ ..................... , ...................... .. .............................. ~ of the estate of the above-named decedent being duly sworn, depose S and sayS Decedent· died ..... F.~P~.!J..~:r::Y .... J:§,_ . (Month) ........... , 19 ... 7.l. ..... :.,r testate leaving a last will, copy of which is hereto attached. } (flay) (Y..ar) ~ o therN::eth 8 ::i:::r:::r::e:tttao:;:: ~:} GE;!():r:g~-~ ~-,Mqg:J::C9,){, ·· A:t.:t.P.:r:P.~Y ...... ~t. ...... ~.c:iW ··· whom all correspondence should be 2 2. l\J():rtp G~l'):t.:l:'aJ, AY~_:rlll~ 1 Cc:iD.9.J:'l$Pl,l:I:'g,_ ?a.~ mailed. That as such ....... ~'r..'r.QB~X .............. deponent is familiar with the affairs of said estate and the property con- (J•:x.,nutor-Administmtorl stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:-NONE NAME AND ADDRESS OF BANK OR OTHER INSTITVTION THIS SAFE DEPOSiT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO_DEC~DENT -------------------------------- That the contents of said safe deposit box or boxes are itemized under Schedules ______ of this return, with the exception of the following, for the reasons hereinafter set forth: That Schedule A attached h,ereto and made part hereof sets forth full v and in' detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owne~ by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case of savings banks, -and to the date of decedent's death in all other cases; all bond~, postal savings, treasury certificates or notes and other evidence of in- debtedness of the Unite4 States to_ the decedent; all obligations, whether by statute or agreement they are designated as tax free, of. the United States, or any state, or political subdivision thereof, or of any foreign country, which a;e ~owned at the time of death; all wear.ing apparel~ewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, !IUtomobile~:, ~ .. boats, and any an~ all other personal chattels of whatsoever kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments _in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estim~ted fair market value be less than the face value, it sets forth briefly the reasons for such depreciation ·'as to each i tern; all moneys payable to the estate from life insurance polici'es carried by decedent; all ·annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and. liabilities thereof as of the"date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co,-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the l;msiness as may be pertinent to a fair and Just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed·· by" the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a'true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transferee and all other facts of a pertinent na·t~~e regarding said trans.fers. 'In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a copy of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real and perso,nal, with its value, which p~~ses at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or-jointly,-by the will, deed, or other instrument of another, with a copy of the inst\um~nt creating Sll;_ch power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death~ the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the ·decedent and others, plus. the. date and place of record of instruments et:.fecting the ve~titure of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of ' .. death; taxes accrued charge.able for period prior to decedent's death (except. those_ allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ................................ . ~ ................................................... day of ... 9~--~~-~-~-~ ..................... 19 .... .7. .. ?. .. ~MWR~Y 2.2 ..... No.r.:t.b. ..... C.~.P..:t.J.::.9..l .... AY.~.D.M.~ ..................... -............. . (Street NumbeT) G..~P..Q1.1.$l.?.:q_r_g_, ____ ... ~~.nP...§Y..lY..~D..i..~ ...... J.?..;?.J..I. (City or Town and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word. "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. RCC-34 (i-64) COMMONWEALTH OF PENNSYLVANIA DEPARTME'NT OF REVENUE ''BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY NONE Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located in the Commonwealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together wl th DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "F" and must not be deducted from this schedule. a NONE Insert this total opposite "real property", Schedule "A" in the X X X X X CJ "As Reported" column on the last page of this return. s RCC-35' ,COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P,O.D. u. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e. g. Jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasur:; certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or rliv.i.1lends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. X~XXX ITEM UNIT ESTIMATED DEPARTMENT VALUATION ~ V'-'U Jllil:di.Jl I"IAKKS 42 73 80 600 40 200 400 30 100 4 100 List and describe fully American Telephone and Telegraph Co. Allegheny Power Systems Duquesne Light Greyhound Gulf Oil Kippers Company McGraw-Edison National Steel u. s. Steel American Telephone and Telegraph Rights Capitol Mortgage Investments One used trailor Sale Price Two American Telephone and Telegraph bonds Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. VALUE 5 2.3125 2 ~. 75 2 p.625 1 ~ .875 3 ~ .625 3 ~. 375 3 p.937 4 p.l25 3 ~ .875 p.25 2 ~.50 X X MARKEr VALUE (Do not write in this space) $ 2,197.13 J-.1 I y 7 ·1.3 1,806.75 1 fotc,.1s-' I 2,050.00 ,;(, d) co, c1 c) 11,925.00 II, 9 )_.)", 0~ 1,225.00 /, J.-;,.(', () 0 7,075.00 1, 61&'.() 0 14,774.80 I 'f, 7 7 tf,?d 1,353.75 'P(}3.0.7) 3,387.50 3, 3 f'7,Sd 25.00 ;2s,.,cJd 2,950.00 J( 1'$-0,cJcJ 2,, 200.00 ~~,)., (f.o• v o 218.50 ~ 'r ,.ra $ 51 1188.43 o t<Jr 1~ -COMMONWEALTH OF PENNSYLVANIA -" TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C" T RA_N S FEllS NONE (1) Did decedent, within two years of death, make any transfer of' any material part of his estate, without receiving a valuable and adequate consideration therefor? (Al1SWel' yes or no) ___ _ (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no)----- (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer ________ _ (b) State of decedent's health at time of making the trans fer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of prop<':'tY without receiving a valuable or adequate consideration therefor which was to take effect in possession ot• enjoyment at or after his death? (Answer yes or no) _________ _ (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) _____ _ (b) What was the transferee's age at time of decedent's death?----- (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) ------ (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) ________ _ (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others _______________________________________________________________________ ~------------ (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) ____ _ (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) _____ _ (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) _____ __ NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based, NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION N 0 N E Insert this total opposite "Transfer~", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) ( h RCC-37 (12-63) Cbl\hfONWEALTH OF PENNSYYLANIA rr"RANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) Richard D. Lonq San Jose. California Marv Louise R McNeelv 6624 Gordon Avenue Falls Church. Virqinia 22046 ' . SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Son Yes over 21 1/2 nauaht~r Ves Over 21 1/2 . .. ' ) •' . Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE /"· , Will Administration t No. P.-1 THE Year ........... . ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF ST:E~~~ G.~ :rP.~G. e.1:G •.. Deceased Late of Pe!ters T.C?Y!Il!aJ:l.l,p . County of :was11i11gt<:>I1 Commonwealth of Pennsylvania REPORT AND APPRAISAL 'Vd '·oo N01Ml1HSV/,\ SlliA\ :10 tlJlSI~JU ONiHV'H ll3SSn~ 2 E ~ lJ.d s i 11mi 214 I U''""J "n.~ "''rl S ( €~'-! ;,-~ bU\-.:i • • ,M ... If (Executor-Administrator must complete "As Reported" column #1.) CJ .... 0 "' "' ..., ~ ~ ~ t'%:l "' ..... ~ ..... ~ · ..... : ::;3 ~ ::s "' [ '"0 !:X:l ~ ~ .... ~ "' .... 0 ::s '"0 ~ .... .... 0 '"O"g .... .... .g ~ ~ .... ~ U) c:: ~ s:: > !:X:l ....-.... ..-...... -.. .....c:: w U) CJ) n n ?"' ?"' ?"' •· q ~ ~ -- kJ---~-> . . 0-• "' ~: ~-!:X:l..-._ =~: ~-.~. ~ 'g- ·~· .... 'Q! -~ ~ c... ~~-oo~~~ ~~-·~· > -.l'-• "' "'-.' tl ~ ~-r::N =~· ~ -~· ~.-'' .": -~ :::l r. .'\}. c... -II .. - { .. COMMONWEALTH OF PENNSYLVANIA THANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY NONE IJ~;STRFCTIOJ~;S: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisition, Name I Unit Address and Relationship of Co-Owners, and Place Value of Record of Instrument, where Rea~ Estate. ! percentage Estate Share Valuation NONE Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest b3-7/-27b FORM No. 112-S '\"ILL . For Salt by.P. 0. Naly Co., Law Blank Publlaheu I J .. . •u Grant st., Pgh. 19, Pa. . . . I of 1£ast Dftll aub Wrstaturut I, STEPHEN G. LONG, Peters Township J , County of Washington and State of· Pennsylvania being of sound mind and memory, do hereby make, ' . publish and declare this to be my Last Will and Testament~ in .manner and form following, her~by ·,-,: ..... I revoking any will or 'Wills heretofore made by me. First. I direct that all my just debts and funeral expenses be fully paid and satisfied, as soon as conveniently may be, after my decease. Second. I give, bequeath and devise all of 1mY estate, real, personal and mixed, to my two (2) beloved children, Richard D. Long and Mary Louise R. McNeely, share and share alike. In the event of the death of either of said children, his or her share: :shall vest in the issue of said deceased child. : _·...-: . '\ .- .,,. .. ;j : ..... •: ... I do hereby make, constitute and appoint Richard D. Long and Mary Louise ·~~~-;,;·-'iii'~:~~ ' I R. McNeely ·-?';, '''• . ~ _·. to be my executors of this my Last Will and Testament , and George J. Modrak-,~ ~- as attorney for my estate. JJn atitne~.s i!ltbereof, 1 Stephen G. Long the Testator .. ....-::.,o~- above named, have hereunto subscribed my name and affixed my seal, the Z.Z)t.~ day of ~r~ (1957>. in the year of our Lord one thousa'iul nine hundred and fifty- seven ~' . ~._/) .... 07.~-~ . ···sur rn/:~g=----''·····-·c:l""''-~ Signed, sealed, publ·ished and declared by the above named Stephen G. Long , as and for his Last Will and Testament in the presence of us, who have hereunto subscribed our names at his request as witnesses thereuntQ, in the presence of said testator Cs-tW&&~ ~g;gO·~ ~ ~ :·· :·· ·-1 :: j ~ ' ' '0' . . . . . . . . . . . . . . . .. ol Zi o: ~! •: t!)! z: ~: =: Il-l: ~: ~: .Cili l I :;· ,\ .. .) .... ~· •' •• ') p. ~ 1 ' , . . . . . . . o) '1'-1 "' ~ ' ~ . . . . . . . . . . . . . . . ...... ~ ·.~· 0 0 I=Q ~ ~ . 5 ~ "d . ll:l "'j ~ l::l "'j I)) :;> £ "d ~- 8 ll:l ~ ~ l::l , and of each other. ·-·-· ~{._ . ~--·-···_)t____ . ;~·--~·-········-···-··· ?l ~ ---~1-~------------ . . . . . . . . . . I. ~ ~ l::l ~ ·~·-··-· ~ .... CIJ ·~ ~ I)) ~ .-J ... -r. , .•· . - ·.t. .... /··· :·:o'(}\ . ~-- .! p.. CIS ::l Cl) ..,.... .ci ~ g ~ ~ CIS)CU>;; 1-4 CIS > .-1 ;; "0~<>.~ 0 tl) 0 ~~.-IC ~ CIS CIS C "': • ).4 (1) ~ ...., >. ~ Il-l ~ Q) c ~ Q) c:; QJ .. -g bO .... UbOP.. $.I 0 .... .>: 0 ~..c: ::J ~ Q)~~..o >:) C!>< .... tl)!!; 0 c d z 0 ~ c:; 8 N CIS ·:-. ,~ NU -;;i z 6 p; 1.~~ ;' ~~·. -,1 ·~-·· ·;";I ·:.~I I '1~·.: i ~ ·' ~ I 1 'l l 1 I 1 j l ~ 11 ~ ;£.So.UA ( ':::! 1 9 7 1 3 1 8 0 6 7 c::: ,j &a;;u~f; 2 0 ~ (j 0 0 --' - 1 1 '"' 2 5 0 0 ..._, --' 1 2 2 r.::; 0 0 ..J 7 0 7 5 0 0 1 4 7 7 4 8 0 1 3 5 3 7 5 3 '7, 8 7 5 0 2 5 0 0 2 9 5 0 0 0 2 2 0 0 0 0 2 1 8 r-0 ::J 5 1 1 Q 0 4 3 ·'· \.) ,_, .~a ~ 1 4-5 1 3 0 t= 1 2 0 0 - 8 "' 6 0 -' 4 0 ~ 8 3 7 7 3 0 0 0 5 7 8 0 2 '7, 6 8 4 9 6 6 9 '7 4 -' 6 0 1 5 1 9 0 0 t=: 2 9 ..-1 3 ·'· -' ;:) -.. ~ • II •••••a•..a. ..................... , .... ~• ............... ~ .... - Form RC C·lO DEDUCTIONS ALLOWED IN j .. OFFICE OF THE REGISTER OF WILLS THE SUM OF ... ~ ........ $~.~i:,(:9. oF Washington COUNTY STATEMENT OF DEBTS AND DEDUCTIONS ~:~M.eol .197~R.u_s_s,E.U MARJNP' ESTATE oF STEPHEN G. LONG etc. LATE oF Peters Township DATE OF FILING APPRAISEMENT ----------OATS: OF DEATH _ _....F..liieub""r.._U.Iodo.ll!al.llr..,yf--•l.loi6U,___.l=.9.L.L7..:!1,.__ __ _ DATE NO. OF NAMIL OF PAYEE REMARKS AMOUNT VOUCHI;JII Al Beinhauer & Sons Funeral Bill 1,451. 30 Pre-tuneraL & transportat~ ~n T.im;:! C!~lml"'ln Rril"'k~nn of bndv from ~ali£ to Pah 512 00 ~arih~~!=!s·Trailer Court Rental ll':J,· G.o· ~ - Captian Georqe Flower Shop Flowers 40 28 Bell Telenhone Company Telephone Bill 3 77 Dr. William E. Kuhlman Doctor Bill 30 00 AAA Ambulance Company Ambulance 57 20 Georqe J. Modrak Attorney Commission 2,368 49 -X )t'YYYXXXX1c: -_,....,._ l-. ·-X X,!L, .~ ~ Timothv c. .Lovelace, Broker Comm. & Service Charge 669 34 Ti mot-.hv ~ I.nvF!laC!e Brokez: Taxes naid on ~ale of Stoc lt:s 60 15 Russell Marino Letters 5 S.C. 19 00 - - _. ·- ' - TOTAL ~5J.95 l/.3 COMMONWEALTH OF PENNSYLVANIA }sa: COUNTY OF wasbjngton I, George J. Modrak HEREBY CERTIFY, THAT. TO THE BEaT OF lloiY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE SfATE~;;JT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP' :>.DMINISTRATION SUBMITTED TO THE EST ... TE OF Stephen G • Lon etC • ~ DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. -~~l Q 'lit-~ ;[it(; · (L. 5.) SWORN AND SUBSC~ I!EFORE ME THIS DAY Of' f p ,... • A /.// '~ n_ yc.. --u_ YJ?'--~ '/d~./A 'ti. ' y I .. •.# \ \ (_ . '· . ~ I~~' ,... ...t:'l. • r '•l' • J)/ .... : : ll . ~I' .. . !I( ; . ' I .-,..,~ •. :., ).. •...:. ~:,:.. •• ~ • ...,' r ··-:_ j J,: ' . .! .•. "1. . .. L .(_ . .._:l ... ·-.1{_~,_,. .. , -.J r"J ~ l t:::l ~-== lj-..:.....'"'.! i i i •:..rl 0 "" . 1..; .. ' RCC-72 (9·68) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:. DATE 1/17/72 Application is hereby made for coosent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: . ' (a) 80 Shues (b) ·Duquesne Light Company (c) CoCDIDOn Stock (NOTE: In describing securities enter in (a), ab CNe, either the number of shares of stock or the face amount of registered bonds, in '(b), the name of the issuing company and in (c) the class of stock or the stated interest rate and maturity date of registered bonds.) ISSUED ON August 7, lt58 ,·and having a TOTAL MARKET VA!LUEOF $..=-4l#-, ... lw.SOL.S~•OAQ.__ ____ _ (Date) as of the date of death of the decedent, Stephen G. Long ,onF&broa~y 16, 1971 who was late of Peters TownBhip (Street and Number) (Name of Decedent) (Date of death) WaSbin;ton COunty Pennsylvania (Post Office) (County) (State) The securities are registered as follows: -~S:.!!t.~e"R.p~h~e~n~G~·~~!!l!· ~n.!::q!L_ _______________ _ (Name or names in which certificates are registered) _..._~"":'"-tf,"!' A ~._,"':',!\4,.._,A ~' • " 1 ttr ~· t' {" ~ •' "' ".. .... • ~ • • ·:'II r .., • ., ... EXECUTOR Richard D. Long and Mary Louise R.. MeNeely (Name) (Address) NAME OF APPLICANT ____________ _ COUNTY FILE NUMB.ER il-11•216 ADDRESS OF APPLICANT George II • .Modrak, Att •y toe j t:'1 · Estate of Stephen G.LOng i: BUREAU FILE NUMBER ,.;ams SIGNATURE OF APPLICANT22 North <:!entrE!! Ave., ~88 ... ~ NOTICE: IF YOU FAIL'TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE . li\ilij, Ptl~ CONSIDERED COMPLETE AND WILL BE RETU·RNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA-DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE 3zmuary I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521, as amended and the Act.of ~une 15, 1961, P.L. 373, as amended. This is also in accordance with the provisions of the Act o.f April 9, 1929, .P.L. 343. This Consent to Transfer the herein described property operates only in .reference to the estate of the I above-named Decedent. f I ! Signed fo Ahe ecretar!~venue By -~tt*4; /.' (Signature) Rag1ster of Wills (Title) (County) \1 • 191( l l ~-