Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
OC1971-0335 - ESTATE OF PETETE
Washington,Pe~na., April 21,1955 ~LAST WILL AND TESTAMENT; My estate to be divid3d equally a~ong the surviving Sisters,and Nephew,namely: Betty Graves. Agnes Hunt. George Lipscomb. Should any of the above precede rre in death then my estate sh:all be divided equally 'am:>rg the sur- viving peneficiaries. I appoint as my executors George,Li~scomb,son cif my sister Matilda 'Lipscomb,and Henri~'Enstrom;R.D. #4,Washington,Penna. His :t:Mar< George Petet-9. J'!,(:.. ·~ :~~"',,.: II'. i,'. ·,• "~ ,' 1~,;(.;A~.7/. ,. ·- t l ;,",,0 ," /I •-n--.!u ::E-;0 (,;.) :>rn ;0 en (I)c:<:::)r":I:-v'.C"""') U)--1-([J rn:z -1 rn,J)f"'li 1-:-r.,.v -i ::0 .....-t:::J C t .....!"'~J Z q -0 .... -r~_::'h " (");~...-'"~ __1"'- 0 ~,J..,..,I-",-v..l :u §z 0~'(fJ 'l....)c::> :\.-.W{...... /p 3-7/-.3.5s-,-7~ Affillantt Ql)f fxrrutnr Ql)r Allmtntstrahri- j;tate of Jennu!Jluanta,~!I!I: <!Lounty of BauQtngton \ Personally before me,the undersigned authority,a N.9.~.~.r.y.g1J.!?1J.£.in and for said County and State,appeared G.~.Q.r.g.e Li.I?:;l~.Qm.l:who,heing duly sworn according to law,deposes and says that he is the executor or administrator of the estate of .................................G.~.Qr.g~;p~~.~}.~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of.., deceased,except real estate outside the Commonwealth of Pennrylvania;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 deEth,based upon a just appraisement of each item made by the above named Executor Administrator.J /I. Swc.rn nd subscribed before me thiS..·cQ.·..~..1.::-·l i:.J~t~/I_"",;~d"-,~~<I.",~j(",,,&9..Y ......4:'..Ji;!.~~.A•.~~.:Y..~.. ,.,.......__-...a.1974 C7~~D:(!j6NAL INSTRUCTIONS "":i.:'An inventory must be filed within three months after appo:ntment of personal representative. 2..A supplemental inventory must be filed within thirty days 0:discovery of additional assets. S:YOriginal 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 lfuututnry aub 1\ppraiBtmtut of the goois and chattels,rights and credits which were of .G.~.9.;r.g~r~.t.~t~Jate of g.ttY.9.LW~J?h!J}gt9.n . Washington County,Pa.,taken and made in conformity with th~abO'Ve affidavit. DOLLARS CENTS I l First Federal Savings and Loan Associati::m Savings Account #8..6114 New England Mutual Life Insurance Company Policy #G-3428 TOTAL 24,570 60 2,000 00 26,570 60 .~'.r. ,"I ./"'I t-~",__ I-'r J STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law,depose and say,that the above account as stated is true and correct as I verily ,-.'0 d Swc-rn and subscribed before me this d.'............-:: day of 66~l/..~J::19..:k2. ~-~~~cYt--- Washlnlton,Wash/.Itorr Co.,Pa. M!CoqImIaIIon.Ex@lrea Auauat ,1,.1974 ...,2 '"'bJJ 0>'~ o..., '~ I2 •j I do certify thClt I have given legal notice to all persors concerned of the filing of 'the within account in the manner prescribed by StatU't:and Rule :Jf Court,as evidence by prools thereof filed to No.--'t:J--3.:~-7::J..:-::I-..------------_. day :~~ff;c,~ls~a_lt~,,~.~1~7~ .~~--_..__._., Register of Wills \,~ j@ ~fd - ~~!»:0>:>:::...ii~• ~~:~ f)II .:,f'r',n _I,,;:,;t L I..M,',n1N0, HEGIS TEFl OF WILLS W;~SH1NGTON CO"Pt. _.. Washington County,;s: ...0 I...,U}I':l::l ~0<:.l<:.l I-{.<~. Q!<r:j r:..~.: 0 P::! ri1 E-t ~j"'1 fj:':l .:Eo<c:<t:i~j <f-;Eo<~C!.: tIf\!Ul CJ::E-tiri1P-tI:Il-!u!~:,:~-: C'!d ~!..:,:I ~P;:!~! ""b 0 t:i 0:~i'~P=:H d C <t:! c !l'i!~!z C,i E-ti • ".,,-",.. o-.~,..(.. J \ .."'--..'t! ";", .' ) ..) .•II.! / .. ., .. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. C'RPHANS'COURT DIVISI:)N IN RE:ESTATE OF GEORGE PETETE, De~ea.sed ) )NO. ) ) 1r>3-7/-3~ FIRST AND FINAL ACCOFNT OF G30RGE LIPSCOMB,ADl\.IINIS- T3.ATOR,C.T.A. FERGUl:,MARTIN AND ~ERGUS ATTORNEYS AT LAW ;;7 SOUTH CCLLEGE STREET WASf£lNGfON. PENNSYLIf.ANIA 15301 TO AMOUNT OF INVENTORY AND APPRAISEMENT FILED Register of Wills Francis J.Buckley Agency Greenville Co.Probate Court 3.egister of Wills "Nash.Co.Reports~ Observer Publishing Co. North Carolina Board of Hea~th H.D.Burch Mortuary \Vashington Hospital S.1Nhite's Sons Memento Associates V1asler Florists Fergus,Martin and Fergus George Lipscomb CREDITS 20.50 13E.00 1.50 5.00 14..00 14.00 2.00 1,384..15 60.00- 141.30 1;')0 1,660.00 1,000.00 ~<)i l' 326,570.00 $4,555.50 fERGUS.:MARTIN AND FERGUS ATTORNEYf AT LAW %7 SOUTH COL:"EGE STREET WASHIt>l3TON , 'ENNSYLVArIA 15301 • " SUMMARY TO AMOUNT OF INVENTOR-{AND APPRAISEMENT FILED TOTAL CREDITS BALANCE FOR DISTRIBUTION $26,570.00 "7 /r~/,,-U f7 1cJ..t,b 4,555.50 455"t(.Qr t.f 'tl~(Cf5-».,~I ?:t 5" $22,014.50 »0/£0')I I Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBUCATION In compliance with the News,paper Ajvertising Ac':of 16 M~y,l!:W, P.L.1784,as amended. Commonwealth of Penm.ylvania,County of Washington,SS:. Personally appear·ed before me,a NotanT Public in arId for s::..id CO'Ill:::!! and State,R.i.~.p.J~.r~~.~G.9.w..~.~who Jeillig dilly S'WoOI"n ' according to law.deposes and says that he j"the .'yj...~.e~.'P..r.~.~i·"~..t _ of the Obs'erver Publishing Company,a PenUisylvania corr.oration,aJ.td itE,-~-----.. , agent in this behalf;that the said Company !.s'.the owner and pUh'ist~er ,of,ESTATE NarCEp ~TE the Observer-Reporter,succ'essor to The Wasollllgton Obs'erver,esmbl shBd .~STATE OF,9'E:.O~l.'tGl:::it-::-~t:irig. September 18,1871,and The Washington Reporter,·establi!:hed Au5Ust 15,deceasedJ.at:fo~I'~~Jntvt'P~~Yl:' 1808,a daily newspape·r of general circulation printed and publis;r.ed and .ton·.tas 11)•\,!~i"tti, having its place of busines's at Washington.VJashington Ccunty,F€,m.sy.-~Wers Adminis.t.ratl~~m:i,;,!P',~,',"~,',~e'~ vania,where it or its predecessors have beer:established and pUo')liJiliJec"bove est~te .nav~gno\~6~·'hefe. continuously for more than six months prior to the publicatior:of the no·.iCE p the unCt~rs~~~~ee "indeb3~iili;!t~to hereto attached;tha;t the printed notice or advertisement hEreto at;.ad..ed r;J~~~\m)l\ediatep:\Y~~tTaf,~g is a ,copy of an official advertisement,ofEdal Il:otice,legal Intice or legal ~"cse having c~mSl~ttfIir.,.•~!.~, advertisement,exactly as printed or publiEhed iI the ObE'erver..Reponer in p~ese,ntci~rir;'g~Lipscom~.';;;.I .r 27 South Col1egeStl'\,.t..~~...0 its regulaT editions on the following d,ate or QatEs;-__..'.,..washing~f"\~~~r1n~~"'r: ...........................................................A..pr.i.L.5 ,12 and 19.~197_L __..F:eidu~t~~T{N'.&~,'-o¥l'!•• that neither th!a affiant nor the Observer Publishi!lg Company 13 intere·~tec If~~~y~~!80Y...on-3; in the subject matter of said notice or advertising ::.ud that all of the aU...ga-.71 :- ~~~n~'r~~.this affidavit as to the time,Pl~d ~haraCjo&'liCatiOn. ...._..~.,.A ..~ Sworn to and subscribed before me this.19.....t!ay oc.Ap.r.il....1.9.7 i~~~~~~ MY COMMISSION :XPIRES MAY 6.'l972 r--------------------------------------------------------,----~.-~~~~~~~.~,.,...~.~_!i Washington County Reports Washington,Pennsylvania (P"JBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.5,paragraphs (3)and (25). COUNTY CF WASHINGTON}88. STATE OF PENNSYLVANIA Perso:Jally appeared before me,a Notary Public in and for !aid County and Comm.mwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:bat he is the Editor of the WASHINGTON COUNTY REPORTS, the officiail legal periodical for said Washington County,publisl:ed "Veekly hav,ing its place of business at Washington,Washington County,Pe:msY:vania, and is actbg as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS.was established on March 31,1920,and was,designated as the offic:allegal publication for Washington County,Pennsylvanil,b)'order of the seve!al courts of said County,dated November 11,1920;that the rrinted notice or advertisement attached hereto is a copy of a notice or advertisement, exactly 'as ::Jrinted or published,which appeared in the said legal p ~riod':cal in its regular .ssues on the following dates: April 8,15,22,1971 Est.ate Nc>tlces 'The 3egister of WiHs has grmted letter!',testamentary or of adminstnt:on, in thE f"Lowing estates.Notice is llilnby gi7en tc all persons indebted thereto to make pl'yIllent without delay and to those havins :aims or demands to:present th.em f():,settlement to the EXe1:utc:rs:or Ac1mbist"ators or their AttorneY~I. • • I I • • • • • • • • ••.'• • PIDTJJTE:GEORGE.Dec'd. L at.,of Washington.Waslting:o:1COLn!:y Penna. Ad:nirii3trator:George Lipscomb.Z1.s.~o:l ,ge Street,Washington.Pecm-syl"ar.i't 15301Atbmeys:Fergus.Martin &E'erguE.27 S.College Street,Wash:ngtiDr..Per.n::ycvania 15301 that the afliant or the corporation in behalf of whioh he is aGing is not interested b the subject matter of said notice or advertising and that all of the :~g~~"~offi",;t"to th'y!&~""';P iZ .~/ Sw","to "'"oumoici w,,~~~ ...f..?.D.9 cay of ,8..p..r.:.!,J ,19 ZJ..~.. /)?";,('/L .).~~~/adfr-d::Y..~~..fJ,::::.....;#-s...........·..·1i~~i~...... I ..'-,/,U If .OSEPHINE T.SCIAMANNA Notary Fub!i~,\'.';;~hinEt~n.Wdsllington Co. My C~)miTIission Expires July 1.1974. OWNED AND OPERATE:!BY TH:::W"SHINGTON COUI'TY BAR ASSOCIATION· WASHINGTON COi.J~ITY REFORTS P.-10NE:225·6710 AREA CODE 412 THE OFFICIAL LEo;AL PUBLICATION FO!'WASHING-OJ',CCUNTY 523 WASHII"GTO"'I TRUST BUILDING WASHINGTON,PENNSYLVANIA IS3()!CHp.RL!'S C.KELLE:R.EDITOR ~~~~;9(~)(*x:BUS.MGR. JoseJAtne T.Sciamanna Fergus Martin &Fergus AttornEys at Law 27 South College Street Washington,Pennsylvania 15}Ol #320 TO:Adyt.of Notice ...r~~EO~GF PETETE ESTATE .... LE"GAL ADVERTISING COMMERCIJlo.L ADVERTlSIt.G .$14.00 LE:GAiL FCRMS In tltt Cttnurt nf Cttnmmnu 'hUli nf lloollingtnn Qtnunty. 'tnnsglnttnitt O'rp4ttns9 ,'<1tnurt liniswn ESTATE OF 'No.63 7'-335 GEORGE PETETE,In the "atte"ofthe First and Final Deceased Account of_---::G~e~c;.;:.r~g.,;:e;.....::L:.:i::..lp:.:s::..;c:::..o=m=b"'_'_,_ Executor $18,395.52 18,343.52 .$22,015.,65 '21,996.65 21,820.51 52.00 .. Estate Tax'.Taxes Paid,r~o t tt ,-:'~';:I II;".,H''.011 .1.".;." Deduct Clerk's Costs &Receipts and Advertising ADJUDIC~TIONAND DECREE An now July r2S '-",r9-.1.L,this matter came on for hearing, audit arid distribution of this s,ession and testimony taken;and the~'eupon,upon due consideration . thereof of the balance for distribution in the hands'of the Ac~ountcnt is determined to be $18,395.52 "flO and thea~cou~nt is a.:cordhgly c()1firmed;,and it is ordered, adjudged and decreed that th~said balance .be 'Paid out by the A:countcnt in accordance with the schedule of distribution hereto attached ana ,made 0 port ~ereof.unless exceptions hereto,be filed ~C.,reg.or an appeal be taken.herefrom sec.:leg.,~·'"", ". I '; (Balance per account -'---=__-+----,._I Additional Credit Audit Credit:Payment of 1971 Real Credit:Transfer Inheritance reflected in account 3,~24.99Balancet:----'-,__-,'-__'_~_:__·""-'-,---'-~-I ,.'. Attorney Fergu s,Ma rt:..:i:.:.n=---:&=-'-=F~e:::.:r:...'g::l,;u:::.;s:::..'1 George Lipscomb,Residue 8,343.52 NO BALANCE ,~" I,'" ., 0·''.}.-' ~,r ...•<!j. .-,,-,•,J,' .....'.." .,. ;.,~ , ...~::"f~-p.. ...:..,.a./ '. ..-'. '.'t ,~,. oj ,~I t '",.t, ~..'t "'.•I .-:. ,'-1 ."-' ". ," " t, ....... • •:-..'."f t ..;-:. ., , )... _•·t:.' .:: 0' r"\i <: ~11t~;;itqt ;~>I., QJ:nurt tif QJ:nmmnu 'ltun nf Ifunqiugtnu arnuuty ®rp4uun~Q!nurt minininu J In th~matter of the Audit of Account .in '",~Est~t~of-'.-!__G_E_oR_G_E_P_E_T_ET_E -'--{ i~TO THE ~UDITlNG JUDGE: P ; No.__~~~__ Ente;..:__OU_r ,appearance for_~G_E_O_R_G_E_L_I_P_S_C_O_r,l_B_,_~_xe_C_U_7"_"O_r --'__ ;',: FE~US.~RTIN~"an.d FERGUS ~ib-~V _ )"L-day of ~:t ,19_>_'1;_ N.B.-Counsel shall,by sepanlJte pape,r,present a concise state:nent of.each claim,with supporting calculation of any interest claimed.Obj'ections to an account as filed!,shall be concisely stclted in a se·parate paper. Council suggesting proper distribution shall file<a separateconclse state- ment in that regard. ~1-t t' ....:::~ 0 t<j Q) i ~*-+ ~. ~ '"~ril I'l :+-:+ §l:-t<-0 0 ~CJ N CJ :::><:J $.t ""t....«30 is:;j tI+<:+ Q)~·C I'l....~t<j $.t 0 ~ z '.'(~ Testate Form PETITION SU R AU DIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Estate of _~EQR~LP.~I~IL _"""" Deceased No ,. Fiduciary _~~QH§.~.JJp..~.C.Q.~~. Date of Date of Decedent's death t~.~.~~.~TX..??.'..J.~!.L Grant of _e!tters ~~r.~h..~L ..l9.7.J... This is the .fir~:t..gnsLf.i.l).Q..1..account fi ed in this estate If there have been former accounts filed in this =state,list file number or nunber and term . NONE.._--_.-__'_____ _____. Election to take Under or Against wnl.(cross out one) Date Election Place of; Filed _Record . N f .','NONEame0survIVingspouse__. List issue,where rraterial: NONE Did decedent marry after execution of will?(indicate)Xi(~No.Any children bern after execution of will?(indicate) Yes.No.If answer yes,name them Nl~. .__._-_-__---_---_-- -,---..-_----_. Leg.atees Relati )nship In~rest Fiduciary,if deceased or not sui juris BETTY GRAVES sister la:Jsed deceased l\GNES HUNT si s ter laJsed deceased ;EORGE LIPSCOMB nephew enti re estate L.ist,if exceptions to above: 1-=partial intestacy,£ive facts: Adeemed:Re'/oked: NONE NONE Lapsed:Abated:Give Cause: "'otice to interested p<Jrties.Have all parties,havhg either vested or contingenf interests and all crediors entitled to notice (Court Rufe tJ'lo.9 parag:~p'h C:Section 6:Subdivision c)received writter.notice of the filing of the account a,d of call of audit?Yes.~~ If any exception give cause:NQN.~. File copy of Notice and date of mailing NQne..necessar..¥.;..);X~JJ:t.Q.r...1.S s.Qle ..hei.r.. Is estate subject to the filing of a Federal Estate Tax Retum?~~. Actual payment made on Pennsylvankl Transfer Inheritance Tax.Amount $~Q~~. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . NONE Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. NONE Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: NONE Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits ,(Add) aemize any additional credits not shown by account: Total additional·credits (Subtract) ;Balance for distribution $.0 . $..................19.00.................... $??~QJ.~§Q. $?l.t~~§.~.~Q. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); NONE '..-.....I-..~;,.••• ... H.Family Exemption claimed by Petition,give place of Record:NQNL . If Family Exemption is claimed at audit,give name,relationship a-d basis for Claim:NQNE... List any advancement or distribution on account that'has been m:::de,and nature and amount of ~ame: NONE Suggested distribution of balance shown,both as to principal and rrcome,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being sTJted in proportions: Total distribution to sale survived legatee. COUNTY OF WASHINGTON,SS: C0MMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, ... And your pEtitioner will ever pray,etc. .~,,,.. being duly _.r"'.o..r~doth depose and say that the facts set forth in the foregoing petition are true to the best of ~h.i.r __knowledge and belief. ....SW.Q~.v.l _ _to and subscribed before me thiS /r~day of IlJ..;a~.It 19.~ sTi~tnatufreO:f~ff..O'lf;~er~~~~::::~:::_::::::::::.:::::leo Icer . CHARLOTTS to YOUNG,Notary Public Offjce expi res ",uhll'fltarr..Wuhlnaton.CO.;. My CommIIIIon ExP.Ir'*Ausuat 3,1974 i /It r No... Estate of . Deceased Fid ucia ry ,. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praeclpes of all CUUlI~€;1 in th"l case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not fi led with account. 8.Certificate of Iiens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. i In.I Y::::..,__~_--------Aii~;~~;;-~,jjib.L~(l/ \ ",\ , -1 -\ \' ,\'"1 ../,'~'f .... ;:?', I'~ /'t'nj.~.~"" (/''~rj......'( ",+..•I • n>.........~...!":11'<~gi~ III .n.,r--1I :Ito l;C o "Ji i'::;)"c..t!.q~a ~9'!id.f}>v= (f'~'".'3.... "-:=~n ~ IN THE COURT OF COMMON PLEAS OF WA3HThJ~,TON COUNTY,PENNA "ORPHANS'COlBT DNISI'JN "...'.,:;'(... I ...,J 'INRE: Estate of GEORGE PETETE, Deceased. No.335 o~1971 I, .... .' :!...~~:-c:l......~BEFORE: HEARING ON AUDIT', .Tb,e Honoral:;>le.P:VINCEN?MARINO,Judge of the said Court.. ". Mr.·.~aro~<f Fer gus.Jr.? Number"335 of 19:71.t~.e estate of George petet Your Honor,I ha"le all.the necessary papers in ,. 'Wednesday,Mar'ch 2~,197:2,at 10:00 A.::vI.,EST . " ,FERGUS,~~RTIN,,&FERGUS,Esqs.,of Washington,Pa..rer:reser::ting the Accountant. ,"~ are Fergus,Martin &Fergus..,, ......~ .deceased,.~he Executor,is George Lipsco::;nb and the'attorneys .'".'......~-~... MR."FERGUS': J:III0( ~APPEARANCES: IJ2·I-l~ ;5 ~'Cj ~'TIME: :!:..01 iiiI:.. ~THE COUBT: LIII:II: I-a::::loI,l'~ 0( jj ii:II.o .,, r • .-.~ .this estate.And'to my knowledg=thEre ar~no unpaid creditors. There is a balanceeue if not thewhoJe amount due on ,the Inheritan e Tax.Pennsylvania .Inheritance Tax..Howe¥er,there was ,no proble to pay.We have sufficient fund~~ THE COURT:Is .there anycne else in Court~nterestedin this ? (NO RESPONSE) 2 9 ....- .'THE COU RT: :the Court·, i ~~~f •~ The .audit of this account is ordered closed by , ,.~.....' (-AUpIT CLOSED) .'. I hereby certUy that the proceedtusrs and evtdence are contained fully and accurately tn the no~es taken by'me on the heannoof ..=uit:I-(I)" a ..J«~a::l., :I: 5 hearing 01 tb..e above cause is het"eby approvec and directed to be fUed.",~.., I, ...z..:>• ~'tbe aboVe eause~and that tbts copy is a eorrecttranscript of the same., Z . ,.. Z iiino ZoI-ellz:r (I).<"~ e. iii0::IIII-0::oII.III0:: I-0:: ::l8 ..J«oii: .'~ " J , f . I,. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG ·,. March 3 1971 Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania R CC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961., we herewith submit the following report: NAME Of REPORTING Pitteburgh National Bank FINANCIAL INSTITUTION __WT'a-::s:-hn;in=:g~t=on:=-:'.-,;;O=ff=i=c=e _6 S Main St ADDRESS _-,.---=W,:.:.:a=s:::hi=n:sgL::t.o=n~..:.P.:::.a~l:::!,~)o=:l~_ ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT Satt".iBge 083 2C40962 NAMES ON ACCOUNT OR INVESTMENT 11ary L;Vance ,GeQrge ~Qtest DECEASED JOINT DEPOSITOR,~£r~I[ TRUSTEE OR INVESTOR Ge~or;;.,:,g~e"":~7i~::':·====-_ flc7E:r6 ADDRES,S ---l21~O ..;.,qo~p~~a~r...::.:S~tr!..lij~~~t~.,-r--------/waSh1l'igt:on Pa Ji5301 ~ DATE'OF DEATH -=-Fe~b~r~t::.a.~ry~2~2~.~1=_·r;zLl...61 _ SURVIVI,NG DEPOSITOR, BENEFICIARY OR INVESTOR __M_ar...;.;;.·L.l.....;L::.:.~Van=c;.;::e _ c/o '11'1 State Engineering ADDRESS -:-...JP!::....J.j0wEc.l0J,2l."lC"-.;U50~·I]f--Iw<tlasiilfUlb~P~{i""l.J,.J.~5J~Q,li·il...----_--- I I " , I --, " .~ I: f'{ TITLE.Si gnature Platform AssistQnt S!-/O RELATIONSHIP TO DECEDENT Uncle-~=~-"'--------------DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED December 3.1953 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $$15.~~ ;;G /3,S3@)/S %0 /,//cI.03 ~ ~~~G:--o?.2-1/.)-= P.O.BOX 509 WASHINGTON,pENNSYLVANIA ,15301 . OFFICIAL NOTIC:O'F INHER'j-ANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS Nor SUBJECT TO ADMI~ISTRATION Dote:~larch 16,1971 Count:,\vashington Countr File No.,3t -1S?-7 BureaL'File No.bel -7/-33..5- TO:MARY L.VANCE c/o TRISTATE ENGINEERING.I -RCC-134 \\-69) COMMONWEALTHOt'"PENt,i"SYL'IANIA ' DEPA,RTMENTOF RE:V~NUE BJJREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION We have received notice ,thaf,1ilJiX~XXX:XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX on FehriJary 22 .19-11,you'come into ownership of certai'l property thlough r~~XH ~~tlil~OC transfer'from,'GEORGE POTEAT,deceased. Under the Inheritance and Estate Tax Laws of the Commonw~alth of PennsylJ/ania such transfers are taxable and the liability for the payment of the inheritance ta::due is imposed upon you"as transferee. The property on which tax is hereby assessed cons sts of:J1.Savings Acct.083 2040962,held iD the PITTSBURGH NATIONAL BANK,WASHINGTON OFFICE,WASHINGTON,PENNSYLVANIA. In the names of MARY L.VANCE or GEORGE POTEAT •.Opened,12-3-53.Balance as of date of death,$.....l..w5'"",....22'__7L.........OJ>L5.....~~..,.__------- apprai sed by the Commonwea Ith,as of the da te of dea 'h~at$15,227.05 50 %of this amount is taxable at the rate of IS % ,ORIGI.~AL ASSESS,~ENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:'ALLOWED DEBTS NET TAXABLE AMOUNt AMOUNT OF TAX DUE 1,142.03 D If you pay the above amount within"three (3)m~n'ths_, of the date of death of the decedent,or on or .. before May 22 .19.71 you may deduc.tc discount of 5%of the amount "of tax due,or D This ta~became'delinq~ent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *_ 19_·_in the amount of $%6"1./9=============== (Agent for the Commonwealth) 1,142.03$ *If the tax is not paid'by the above date ~dditiona'i interest is due at the rate of 6%per annum untiL paid ' ,0 TOT AL AMOUNT DU~, APPRAISED BY:~Z.--''/---?··.-//;;;-:~ASSESSED BY:_ (Inheritance Tax Appraiser)' INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure :)I'oper cred it to your account thi~Offici JI Notice must aGfompany your'payme-nt.Mail or bring it to: f·l......l..:.J.•.....~~~'J ",Ii COURT HO_~ii WASHU1G1TN,PENNA., If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the date paid:'name and address of the Rerson to whom you made payment,their official title and the amount...,'-,),C',,_ Date Paid Name and Address of Payee Official Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.Ifany such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: \1-You were personally legally responsible for these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3-These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid .-. TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY 01=:_ SS: I,hereby certify that the foreg:oing is a just and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I di,d payout of the property herein taxed.I further certify,that to the best of my knowledge arid belief,these same debts will not be Claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19 __. Signature of Taxpayer REPORT OF REGISTER OF WILLS I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $--------0 Date of Approval:_ Register of WiHs ,.-"/ If you heve already paid this tax to an executor,adminis'rator,attorney or oth~r personal representative of the deceden"'for forwarding to the Commonwealth,list below the date paid,namf'cr,d (1ddres~of the person to whom you made payment,their official title and the amount Qate paidw.:•Name and Address of Payee OHic ia IT,tie Amount Paid Under celtain circumstances,If,after the dote of deat'"of the decedent,you Je"sonally paid funeral expenses or other jJst debts of the decedent,with funds derivec'fro<"the property here'ntaxed,such amounts expendH by you may qualify as deduction's against the gross vclue of the propert)'in t,e computation of 'tax due.If any such expE-nditures meet all of the three following tests,it is recommende-d thoJt you itemize the payments below, execute tbe affidavit,and return this notice.The Registe'of Wills will exaITin2 the debts claimed and aHow those whi:h he determines to be proper.The tax will then be recompute~and y:w will receive on amended assessme,t of tax. THE THREE-Tii~TS WHICH MUST BE MET ARE THAT.: 1.You were personally legally responsible for these cebts,and 2-You actually paid these debts out of the account or property describec'abtWe and can furnish proof of sud payment,if required,and ...l,I 3 -These same debts are not also claimed,for tax purposes,by on execu'or,cdninistrotor or other personc I representative of the decedent handling thp administration of the guerol estate of the decedent or any other transferee._',\, r'. ','I''", :",'.,>.••..".i TOTAL $ -. Re~jster 0 Wi s ..~.. :3~DAY OF ss: _...- REPORT OF REGISTER OF WILI,..S "'-~\_.-,'~_. .~,.~:_:a...'3i",..~.::.._....~,,1.,; .. 'ItORtt.AND iUBSCRIBED BEFORE ME THIS,~~W!lIIIM E DAVIS NOTARY fl9l&L.lJ WASHINGTON,WASHINGTON COUNTY 'r MY COMMISSION EXPIRES JULY 2,1973 Member.Pennsy!vaniaAssociation of Not~,ia. (attach separate sieet if required) ,MAY 3 1971 COMMONWEALTH OF PENNSYLVANIA) COUNTY OF::..-;..a..!~~~~__ I'.'hereby certi the t the for~_i 9 is Q i Jst and true statement of funeral exp nsts and other debts of the decedent,-.-"for which I '""egally r~sponsible and which I did payout of the proper herein taxed ,I furher certify,that to the ....of my knowledge and belief,these some debts will not be claimed Qy ory other person,for inheritance -,{;'rpoSQ. 1; fi~o:"of Ap~ro,,-al:~__ .\'-' I,:-h.undersigned,duly elected Register of Wills in and for the above county.do!espectfully report that I ' ha~.allowed deductions listed above in the total amount 0:$'_ Fonn RCC-2 DEP,.ARTMENT OF REVENUE B~&~U'O~"'"'COUNTY €OLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT lNHERITANCE TAX APPRAISEMENT DATE r.1.9iy 4.,~.9.7+:.. COUNTY ~~.~.~.~.~.?!.?:.. FILE NO...??::7..~=??...2 . Wa hin tonIt fPttGWhereas,...........................................~.Qr.g.~......g ...~....~.........................................................".....aeo .......................§..........f ....................................................................... in the County of .......................................~9.-.e.h.~~~I~.9.p...............................................................Commonwealth of Pennsylvania,having died on the .........................................??~.............................................day of ........X~?~.~l~~Y.........................................71 seized and possessed of an estate19..........~., subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,FRANCES LEO appraise::'duly appointed according to law,..............................................................................................................··....................··'0 an having been designated to make a fair and conscionable appraisement of th~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 tranEferred in posse.;sion or enjoym~nt to collateral heirs of the decedent after the expiration of any estate for life or for years.the Commonwe:Llth hereby ex)ressly reserves the right to appraise and assess transfer Inheritance taxes at the lawful collateral rate on any such futur~interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ Jt.Savings Acct.083 2040962 held in t~1e PITTSBU:iGH NATIONt_L BANK WASHINGTON OFFICE,WASHINGTON,PENNSYLV.'l.NIA.In -:.he names of MARY L.VANCE OR GEORGE PETETE.Opened 12-3-53.Balance as of date of death,$15,227.05 15,227 05 -~ I I .. .. f.nn~;v:~hb~:::rh~W<l1"ll~~:~.~o~~~~ce=f~t~~~~t~d~ ppra,ser .._..................................-............................................................................................................................... ?t.Zum",cr and Stroet) _.........................................................~~....................,Penna.(I'oat OIBe WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .......................GEORGE...PETETE...... Deceased. Late of WASHINGTON............................................................................... Date of Death,2~?.?::::71... AppraisenzBl!t Docket Vol.,3.8 . Page,..157-9.......................No.....~J..~.7~::::2..J2 .. Filed in Register's OfJice,J1:~y 4.19 7~. Amount oj tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal jt-om Appraisement,.. Entered and charged,.. '. .f..- ;' JATE APPROVED Fe-,m RC C-10 OFFICE OF THE REGISTER OF WILLS 0'COUNTY A~D AGENT OF THE COMMONWEALTH to 8-JJ~33J STATEMENT OF DEBTS AND DEpUCTIONS DEDUCTIONS ALLOWED IN / THE SUM OF $q~~it1? ({~f._~7 ,-- ESTATE OF GEORGE PETETE L"TE OF _C=IT=-=Y---"o;..;;;F'----'W.-...=!\=S=H=I.;;;..N~G;.;....;T;;;..O.;;;...;;;..N'____ DATE OF FILING APPRAISEMENT DATS OF DEATH __......F.;..<;;e.....·Ju.r..Ll1LCa;LJr'-::yl'--'2~2~,_11-\9;.L.7.L.1L...-_ 8 00 AMOUNT 20 50 35 00 1 50 5 14 60 141 ,., REMARKS Bid!:.Certificate Fune.:-al Monument Funeral Bill Final Bill Bond Will Probate Advertisin De osition NAME OF PAYEE Re ister of Wills Greenville Co.Probate Court NO.OF VOUCMIOIlIOA1'£ Memento Associates Wasler Florists Fina]Bill Final Bill Martin and Fer us Attorne Fees 1660 00 comb Executor Commission 100 00 4555 COMMONWEALTH OF PENNSYLVANIA }' COUNTY OF W'dcb',~~S5:~ I,7'Qp rge Lipscomb:HEREBY CERTIFY.THAT.TO THE BEaT OF ~Y KNOWL!:DGE AND BELIEF,TH!:FOREGOING IS A JUST AND TR'J E srATEIlIENT OF DEBTS,FU'IIERAL EXPENSES AND EXPENse OF ACMINISTRATION SUBMITTED TO THE ESTATi':OF George Petete t,.1 ~DEc~e-;'D'A5.DEDUCTION5 FOR INHERITANCE TAX PURPOSES.I /J~P1 J d-~(,~/(,/I it.X(L.5.) ND_SUBSCRIBED BEFORE ME THIS q ~DAY Of'7'~~ -le~ CHARLOUS ~YOUNG,otarY Publ Washington,Washington Co.,Pa. My'CommJaaJon ExP.1rea August 3,1974 ." -' LZ Z tJd I j Glhlt,q 'I"\tlflJH .~WJa\'..,1 Sil'OJi'iAl!•. •O-q •0:>nO'Ja.~ln(IlYf ,1!~I""Ur.b :,! ,jI.~N .€'fU~uA"'-J13 n~imml);)'1M r !Jocket 38-157-9 _ \Dare of death ~ (NO.335 c_1971,Tern:.If.2.2-.A.A. )Deceased Pet!=lte,George IN THE ORPHANS'COURT OF '~VASHINGTONCOUNTY,PENNA,' -cJ -~~-7/ In :he matter of ,bhe Audit of Account filed in the Estate of '1'0 THE AUDITING JUDGE: Enter my ,,a·ppearaillce tor the Commonwearth of PennsylWl!Ilia,c:aimi:lg transfer inheriban~e ta::::in the above estate,as follows: ~~' T.()awraised \lalue of Estate:Realtym-----...mm m m__. .m ·m $_~~...L %/3,15-3 Personalty------------__-.__m ..----m md.r£__~7<?:._&Q.$(/11V ?,J 3.~-..3 -I Additic'l1!al Asse~s per Account,Subject 'to Tax m m __m m ..m_..$~tl:v tf!J./rsr/·/S~ Ajdrticnatl Assets per Audit,Subject to 'I1ax ....$_ GROSS VALUE .__. .$._ CR. D~bts ~nd Expe:lses per Account;see Note ~t-~J.a~ ~~r~ AGdftio(w Debts and Expenses per Audit ) I ) $_...,5=.-c..6..L--_ $_-,,/_9.L-",-~_-__ $------ $------- $-------_.$L!_ $-- TOVL DEDUCTCNS,$__ NC'TE:'rhe foKowing credits claimed in the Account are held noc deductible a's against the tax:CALClJTATION Gre ,s v:JI1ue_..._.__ CIea"Vc1Iue -------------6--0 )- Tax-! able at 2% -----_._--- $---_._-- Less amount previously paiqm m m m m __••__m_m .h_$-3 702 3..~L \ Total Tax .... _ Balance .m h •m m $5(:5 .t .5- 5,2Z ....7;;..7(;II-_~L -7~-Intere~t~}Ts.--'-m-l,.,.__days @~'fo $__/I-'-/-""g~..~3~~~7l--_ (.~O TOTAL TAX AND INTERESr DUE m u _~_.•m mm m $~fJ...2 to 2 $ $------ $-------- $ Tax.)J.i}q4~4.5'"..__ able ( •..~-91"-'-71:------=:5'.'-'---.:,J.~.'Y'---...:().'--_ ~~DJ-D.trrl4~~./3$'.5:l-j,-$?-Ol77 _ T!.X PAID ON ACCg;j{dYl ~/)rfD. $:~Cj 35:g:l., 787~5c:) Z? () 0s:"'Ds::II;0 »z III:E 0 III "'D t »IIIi tzJ -l "TIJ:"TI 0 ~ 00:11 ~"TI :II » <II "'D "'DIII"'D 0 Z IIIZ»>:j ,.;j III :II ~0(»i Z~0 ... Z III CC );~I ('I)~> ~~ P~-17 bY,(,J-'{.. hr6 /4?:h I. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PEN'IA. ):..10 or dealb .2 --2':<'---z /_ I No.i.$-7/--33:S=Term,19_,A.A. )Leeket S g-(s-7-,.-Deceased In the matter of :the Audit of Account filed in the Estate of TO THE AUDI'rlNG JUDGE: Enter my '!l)pearance for the Commonweal'th of Pennsylwmia,clciming tl"ansfer inheritance tax in the above estate,~fo!lc.ws: Personalty ___$_ ~.~~ Tc appraised Vic.lue of Estate:Realty :~..:_!.C~:$S_-')~2~_S'_·:J.._=__·_-__ co2 i;s=70~'0 - Ad:litioIl!al Assets per Account,Subjeot to Tax ~__'_$._ Adjitiona~Assets per Audit,Subject to 'Dax _____$._ GROSS VALUE _____$:3 /~p;<C_C'0 ./ Addtiollial Debts and Expenses per Audit CR. Dellts and Expenoos per Account;see Note~~~\e:t:tl<~( I ) $_-=$:..-::02-LO~_·-=_ $/90 ---=_ $/7~'"/S( $------- $--------$ $ TOTM.DEDUCTIOYS,$-4$0 ~.,(J 9._ CALClJLo.TION Clear VaJle _. Less Dedu:tions __. )---_. Groso v:ahe ___ Tax·! able at 2% NOTE:The following credits claimed in the Account are held not 'deductilble ,a's against the tax: $---_._-- Tax.),-a~,(2:I/O/2'-S/ 15%)_ $_=1..()5""d...7.7 TAX PAID ON ACCOUNT Less amount previously palid _____._..$__3 7 c?.~h :;=< Total Tax ._.._...................__.____$_¥~~_:2~77 Balance -------.-$_~3 '<L~s -z..Z-72...:t;:.3 -2,'2.-7 -: Interest-#=-yrs....tD.-mos,__days ©~%..:~..._._$--:...1_?_-sLf ";L1 .L.L.~<")0-;qlcC]TOTAL TAX AND INTEREST 'DUE -..--- - ---..$--..t~:z:..1. $:J.93 5'.~:<. 7,?Z-So $-----_. $--- $------- /0....3-TZ, j.'-IL-73 $ / I ,I I• z~ Cl0s:11s::0 0 »\z 111~Cl 111 11 t:J»111 ~r-i "~t :I "0 0 0 :0 ":0 » 01111 t:I:J :?111 11Z111 ~ '"Z »III :00(»....r z ~<Cl I »111Z ~> (l)~ll>~ {; . ! J;:~:ift\,..."·......,,~lf;,,~""__...:';:'.."~·:J.;\l"Y 1~/'.<j~"-~.,':~~"t i .. /".-.-':~...~..'~~/ '~orm RCC-33 .~;J:~/COMMONWEALTH,OF PENNSYLVANIA \.(;\J~.~_~~.P DEPARTMENT OF'REVE~UE ..,:~l\:~·:.r ~~~;,r:..-BUREAU OF COUNTY COLLECTIONS ~~~'"''-~.~-~,....../ JtESIJ1ti.;T ~ECEDENT COUNTY OF'..,..Y.r..Cl:.s.~~g~c:>~". IMPORTANT:This return must be completed in detail and filed ir duplicate,'with will attached,with the' Register of Wills of the County where d~cedent resi~ed;Return ds due within one year after date of death,unless 'an extension is granted by tt>e Secretary of Revenue.(Section 703·of the Inheritance and Estate Tax Act of 1961.)· IN'THE MATTER OF THE ESTATE'OF } .AFFIDAVIT 03' ----q~"'!g~-~~t,~l;;;;;~;;;-d;;;;;;;;.;---------------EXECUTOR Late of :Y.v.:.~.~.~!.~g~??:, ,:Coanty ~ ::t~.;-p~:::~::~:-:-j:'-:-::::],". ............G..<;l.Qtg.~:k.~p~.G..Q.mp......................................... ,,. A:iUO~'of the estate of the above-named decedent [being duly sworn,depose i and say Eucutor Decedent dJed F.ebr..ua..r.y . (Month) ..22.nd........,197..1...........,~··testate leavirg a last will,:cOPY of which is hereto .attached.} (lIay)\Y""r),~ .°HerN::tha::i:::r:::r:f.e:tttao;;:::~},f.~:J;ggJ3.J·Ma~t:i,n&...Fe.r.gy,J;;.. whcm all correspondence should be ..?JS..Qy,thC.Ql:egeSt~eelJ:w:a~h;ip,g1:QP,J)?a.l.53Q·.t .. mailed. That as such .:.Exec.u.tQ.:t deponent is famUar with the affairs of said estate and the property con- (Ex"cutor·Administrator).'. st tuting the assets thereof and their fair market value.'.r That at the time of death there was no safe deposit bo;c registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's i'ndividual nane,with righ:of access by another as agent or deputy,with the exception of the following:- N'AME AND ADDRESS OF BANK OR OTHER INSrITUTION THIS SAFE DEPOsiT BOX REN-ED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME JR NAMES OF HOLDERS TO DECEDENT FittsburQ"h National Bank '::ieorQ'e Fetp.t.:>,~.\ Main Street.WashinQ"ton.Fa.15301 and Marv L.Vance Nip.~p. 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 fo~th: That Schedule A'attached hereto and made part hereof·sets forth fu:'ly and in detail .all the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth th~mortgage encumbrances upon each pareel of real property at the date of death,giving the amount still due at death,name of mortgagee,dat~,rate of interest,anc book and page of'record. thereof.It also sets forth in the columns provided ~herefore'th~assessed valuation of each of said parcels,the estimated market value thereof as of date cf death of decedent. That Schedule B attached hereto'and made part hereof sets forth fully and in detail all personal pr')perty wheresover situated owned by the decedent at tte time of death;all mon3ys left by the decedent at the time of death,whether in decedent's immediate p<Jssession,s~anding to d~cedent's credit in banks of deposit,saVings banks,trust companies,or other institutions,'1ihether indiTidually,or in trust for an;other person or persons giving also separately the accry-ted inter3st.thereon,if any,down to the last in":.erest day prior to decedel1t's death in the case of sevingS banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes snd other evidence pf in- det·tedness of the United States to the decedent;all o~ligations,whether by statuteoor agreement they"~"l''''''I;J.I .1,.\1,are designated as tax free,of the Uni ted States,or anY'state,.or ;>olitical's16division..thereof,or of.,.,Ii'""J f\1:HU""'"..any.f'oreign country,whi~h are owned at the time of deatb;all wearirtg~appaFel~l.jewe!,ry,osilverware,pic- _.cA _,-_1",1("rt:,~_..H.'•.l ..,"tures,books,works of art,household furniture,horses,carriageS"C8iitomobiles.boats,and any and all other personal'chattels of whatsoever kind or nature,left bydecedenl.,together with the fairly estimated market value thereof';all bonds and mortgages held by decedent and af all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing :"or the payment of money of which decedent died possessed,of whatsoever natur.e,with interest thereon,if any,.giving.the face vaLle and estimated fair market value thereof,and if Sl.ch estimatec.fair market.value be less t~an the f'ac~value,it sets forth briefly the reasons for such cepreciation as to each item;all moneys payable to ~he estate from life insurance policles carried by decedent;all annuity and endowment contracts the pro.~eeds of which were payable upon the death of the decedent;and all the corpor:l.te stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dem.'s death and other investment securities owned by the decedent at;the time ot·death,with the market valLe thereof at such time. ;-~..~ .'f.,.". ~"'~'.': .t,•..I',. ,,'-"I ..../':.J'e'·: In the case of securities of cl~se or family corporations,the values reported a:-;~'~s"far as possible sUbstartiated 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 ornusiness. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of tIle'agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a·fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other propert~owned or bequeathed by the decedent at the time of dea,th.,:'::' The Schedule C attached hereto and made part hereof sets forth a true answer,t~each inquiryl 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 D~enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each'transferee and all other facts of a pertinent nature regarding said transfers.,,In the case of transfers intended to take effect in possession or enjoyment at or after death,.there is aJso ~attached to the schedule a copy of the deed,trust agreement or other instrument creating the trust.Therl~is also s,et forth in said schedule a list of all property,real and personal,with its value,Which_passe~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 individllally ,or jO~I!tly,by the Will,deed,or other instrument of another, with a copy of the instrument creating"such power-attached to-the schedi.lle•. That Schedule 0 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 dea~h,the nature of their res- pective interests,their relationship,if any,to the decedent,together'·w:i.th 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,andthe 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 th~name of the decedent and others,plus the date and place of record of instruments effecting the vestinure of real estate and the date ,t>f _B:c,qui;S:l::t}"?:!1.:..of yer_so~alty,plus the name,address and r~lationship,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; familyeiemption,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 chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together With a statement of coll~teral 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 ....3.t...i...IJ...~ -----..---daYYt2a!Dk loc1:?#~-p;.~-~~2;::=1'.'_--J~QC_~l(~:_~=j____.._ My Comrnlsslo n Co.,pa~Ub~.P.9.;r.,9.h.~.§J~.r."Mi1s.s.ac.h.u.s.e..tts.... n Explr.AugUSt3.1974 .(City Of'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 abov.e relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. 'RCC"~(1.'6,4)• COMt.oONWEAL TH OF PENNSYLVANIA DePAiRT,MENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESII:ENT DECEDENT SCHEDULE "A" REAL P~OPERTY Real property in Pennsylvania,with statement of mortgage encumbro1ces upon ecch parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule liE".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 int~rest only. The r8JI property located In the Commonwealth of Pennsylvania sh-auld be (i (2)(3) descrl~.ed by lot and block number,street and street number,together wi th DEPARTMENT a gene 'al description of the property,with a reference to the record of the ASSESSH-VALUE VALUATION convey:lnce by which the decedent took title;if a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECED:NT'S M.l!RKET VALUE (Do not wrl'teofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEAfH In this space)to be listed on Schedule "F"and must not be deducted from this schedule. NONE ~". \ - ~ I, I i Insert this total opposite "real property",Schedule "A"in the X X X X X .IAs Repo"ted"column on the last page of this return. COMMONWEALTH OF PENNSYLVANIA ~RANSFER INHERITANCE TAX EESIDENT DECEDENT SCHEDUI3 "B" PERSONAL 7ROPERTY INSTRUCTIONS:This Schedule must disclose all tangiblE andintangitle personal ?roperty owned individually ty the decedent,at the time of his death.Property owned by the 1ecedent joi,tly with another nr others rrust be listed under Schedule "E".Intangible personaJ.property,titled in th:!name of the deced.ent,but payable at death to another or others,including but ~t limited t~P.O.D.U.3.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they ar':!not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,~earing apparel,household ge)OdS,and furnishings,books,paintings,automobiles,boats,etc.): Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank, s~ocks,mortgages,notes,together with accrued interest or divide~ds,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership in~erests,interest in anyundis tributed estate of or income from any property held in trust urder the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Iteml ITEM (NIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully V,J,UE MAR.KEr VALUE (Do not write in this space) 1.First Eederal Savings and Loan Associaticn '2 1./.j--71),&;~Savings Account No.S-6114 $24,570.60 -@~ 2.New England Mutual Life Insurance 2,€l00.00 2 0 (l/(j/.-- Policy Payable to Estate ~ \, !v Insert t::1is total opposite "Personal Property",Schedule "B":.n X Y $26,570.60 2-("57 0,~0 the "As ~eported"column on the last page of this return.J~ .,: , .RCC-3'b COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX FESIDENT DECEDENT ,, SCHEDULE "c" TRA.NSFEJilS 0)Did decedent,within two years of death,make any transfer of a,y material Jart of his estate,without receiving a valuable and adequate consideration th3refor?(An5wer yes or no)__ (2)Did decedent,wi thin two years of death,transfer property from himsel f to himself and another or others (including a spouse)in joint ownership?(\nswer yes 0 ~no)_ (3)If the answer to (1)or (2)above is in the affirm3.tive state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of m.lking the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). C!)Did decedent,in his lifetime,make any transfer 0"property w:.thout recehing a valuable or adequate consideration therefor which was to take effect in possession Gr enjoyment at or after his death? (Answer yes or no)_ (a)Was there any possibility that the property transf:!rred might return to transferer or his estate or be subject to his power of (L~sposition?(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 witpout receivir:g 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 Ehall possesE or enjoytbe property transferred or income therefrom?(Answer yes or no)_ (E)If the answer to (5)(b)above is in the affirmative,state whetler the righ~was reserved in decedent alone or 0 thers -------------:------------- (7)Did decedent in his lifetime make a transfer,the c)nsideration for which W.lS transferee's promise to pay income to or for the benefit of care of transfe~or?(Answe~yes or no)__ (ffi Did decedent,at any time,transfer property,the b:!neficial enjoyment of which was subject to change, because of a reserved power to altel',amend,or rev·)ke,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,W'lS the power to alter,anend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the de",edent and oT.hers? <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 fortr below a de~cription of the property tr~nsferred,it's fair market value at date of death,:lates of transfers and 1.0 whom transferred,with reLationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fe~s are claimed to be non-taxable,also submit detailec.statement cf facts on which said claim is based. NOm 3:List applicable property below in manner in whjch provided in Schedules A,B,or E. IT3M DESCRIPTION NONE .' MARKET VALlE (Estimated:DEPT.VALUATION (Dept.Only) Inse~t this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. . ".l'.....• "ReG-s8 "'..I - CCMNuNWFALIH 0F PENNSYLVANIA T'liM{::,FTH DiHFlU lANCE Tn Rr~InEl\T flECEDENT .. SCHEDULE "E" JOINTLY O!VNED PROPER1Y I /)ft) 500/0 I .l1;loo ,,-1$4,200.00 f;fLJII II I 50%$1,050.00 I (:)!3 O.()6 ~ I:'iSTRrCTInxs:This schedule must disclose all property,real awl JersoIlal,owneti by the rlecedent jointly wi th anllther or others,inclurling intangibles,standing in the name of the decedent and others.List real estate first.'-IS entireties,or joint tenants,giving brief d9scription~as indicated under Schedule "A"~plus the date IIIHI.place of record of instrument effecting vEstiture,but rlo not inclurle entireties or out of st.ate real est.ate value in estate valuation column.Personal property should be listerl as in Schedule "B",plus-fl.ate of acquisi Uon,and the name,adrlress and relationship (if any)of co-owners to the dececlent.. .-----.-.-..-..-..--...--....-·----·········---··--·-··---------··----·'··T'c..'--..-···-··--··--·······-···..··---T-·------Descripti~n of Property,Date.of Acquisition,Name I unit percent.age Estate DEPARTMENT VALUATION Address and Relationship of Co-Owners,and Place 1Value Shar3 Valuation CAUTION-Do not Write of Record of InstrtUTI.e.!:.1t.,_~~e:~..~~!-__~~_ta~_~.___;._'..,___._..In This Space.__ Value of Value of Entire Decedent's Property Interest iGeorgePoteat(Petete)and Mary Vance as ! joint tenants with Right of Survivorship.Lot I No.125 in the Linn Plan,City ofWashingto~ IWashingtonCounty,Pennsylvania.See I Deed Book Vol.1198,Page 198,Washington I County Recorder of Deeds office.i George Poteat (Petete)and Maruance as joint tenants with Right of Survivorship. Part Lot No.124'Linn Plan,City of Washington,Washington County,Pa. Deed Book Vol.1288,Page 750,Washington County Recorder of Deeds office. .'};~.1~::;~;~/~~;Z;te/~~~'.-c-:J."':-"II f .•..... "{!J'~;;~z.s¥-.~:60.3.J{,.....;:'l:;;'!-71' \V<"j:.-:-~. ./~,,'-r"::.'.(1:~~\",;/~'t".,."."'..:t..~.t-~'-"....... I!IiI I ! II . ___--1-1Insertthistotalopposite"Jointly Owned Property",Schedule in the "As Reported"colur:m.on the last page of'this return. II !I I I ;$5,250 .4r----+--'5""";_~_O_._~ "E"L ~ ,. RCC-;;31 (12-63) COMI\1·)NWEALTH OF PENNSYYLANIA TRANEFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFIC:ARIES ( h B~EFICIARIES AND ADDRESSES',RELATIONSHIP SURVIVED j (If step-children or !DATE INTEREST OFStatefullnamesandaddressesof!!11 who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested.contingent or other are involved,set STATE YES .IN ESTATE wise,in estate)-,forth this fact.)OR NO BIRTH - Gec·rg:e Lipscomb Neohew Yes of Ag:e Onlv surviving: 129 Calender Street Beneficiary Dorchester,Mas sachusetts I I , I !,I (,,' A ,,. :, -- Deponent further says that all the above-named bene~iciaries are living at this time eKcept below: NAME DATE OF DEATH RESIDENCE ~IATTER OF THE APPRAISEMENT Qeor.g~l?~t~t.~ Deceased OF THE ESTATE OF (Executor-Administrator must complete "As Reported"column #1.) 0 ...,'"0 ::0......Cb Cb/.~~...~::l '"r'"'"0.....::l '"0HCb~en ...... ~'"0><n '"0 '0~::r-Cb.......-(1)0 ~Cb P.'0 ~t='Cb... '"......,.........(1)'<~.......Cb M:: (.: Year . P.I1 THE t No. Will Administration Late of .W.ashington,Pennsylvania .... County of Washington . Commonwealth of Pennsylvania REPORT AND APPRAISAL {r: (;. en'C ~~>-~ W en en >-<:: (")(") ?"?"?" C'5 ~:>~~ oW -(h '*-(h -(h -(h :z :N :z a--:U1 '0'- 10 :0 ..:0;N :::s 01 :l:l ::0...::...:Cb:U1 :C1l '-J :(1)'0 -;0 0 0-••........:0 0-Cb :0 .0 c..- c' r:'i ~-(h.'*-00 -00 -00(: ti.r:>-:;~':,-'"1)~.....' <')U,! 1:-...(:~~(, r-.tv..,~ 2.II "'"(:::l~c..II II ,...'1'~ !"- RCC-81 (6-71) COMMONWEALTH OF PENNSYLvANIA DEPARTMENT OF REVENU= BUREAU OF COUNTY COLLECT!-)NS HARRISBURG 17127 NOTICE OF FILING O,F APPRAISEMENT GEORGE LIPSCOMB (Executor or Ad'llinistrator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division J GEORGE PETETEInRe:Estate of _ WASHINGTON Cou hty -Fil ~No._6~3:..--....!..:71=--..:!:.0~3.L5 _ Dear SIR: ORIGINALYouareherebynotifiedthatthe__-===:-=--=-==--::-::-_ appraisement in the estate of GEORGE LIPSCOMB has been filed in the office of the ReQiister d Wills of WASHINJ:TON County on OCTOBER 10,,19~,Said appraisement reflects the following valuations: Real Estate ~~~~--- Persona I Property 2_6..::..:".:....5.:....70~.6_0_'1 _ T ransfers -=---::o:,....--=_ JointIy Owned .:..5.:...2-.:5=-.0-.:-=-.0_0 _ Total ~]l='L'8::..::2::..::0:..=.~60-=----__ As to such tax that is paid within three months hom date of ceath,a five (5%) percent discount is allowable.As to any tax that remains unpaid aftel nine (9)months (fifteen months when death occurred from December 22,lS65 to June 1S,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 OCTOBER 10,1973 Sign<d ~~7--- APPRAISER 11Title _ DATE OF DEATH:FEBRUARY 22,1971 Note:This is not a bill. \,:r".1"'''-. RC:-39 (5-681 "Jr.,t... COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUM~'ARY FILE NO.63-71-335,; (lnitial)(First Name) Estate of PE_TE_TE_,_G_E_O_RG_E DATE OF DEATH 2-2;:-71 (Last Name) REPORT OF INHERITANCE TAX AFPRAISER W~SHINGTONI,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregolng return at the v:llues set forth opposite each item in the last column to the right in Schedu es "A","B", "C",and "E". Dated:OCTOBER 10,1973 D0MINIC R.DeMARIA INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF W:LLS WASHINGTONI,the undersigned duly elected Register of Wills in and for Cc.unty,Pennsylvania,do respect- fully :-eport that I have allowed deductions in the amounts claimed by deponent,except as to tF..ose items where a greater or lesse:"amount is set forth in the last column to the right in Schedu:e "F",which greater or lesser amount represents the sum allowed as a deduction. D d'fV\~niSBHE 1t.I'"ate:~;,......'.'"REGISTE'ROF WILLS INVENTORY Real Property (Schedule A) Personl Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (~CHEDULE F) CLEAR VALUE OF ESTATE VALUE AS REPORTED VALUE AS A?PRAISED $$----,:->--.....0=-\...,.....-2 31,$20 60 none 31 820 60 VALUE AS REAPPRAISED $-------+-- Valuat.on of life estates or FOR USE OF REGISTER ONLY Tax on $-----------4--2% Tax on $-----------4--6% Tax on .$-----------1--5% Tax on -$-----------4--~ Tax on '$~ Exemptons * Total Estate---------l-__ TOTAL TAX COMPUTATION OF TAX '$-------+--- $----.,;.-----+--- ,,$---'------4--- $-_........_---4-- -$-------+--- $---'-----~-- (*)As evidenced by Charitable' Exemption Certificates issued by the Secretary of Revenue. L~ss tax previously paid BALANCE Less 5%of tax if paid within 3 month:>after death ::::::::::::!::t===..•. $-------- $------+-- TOTAL TAX BALANCE $------11-PAID $--JL-- BALANCE OF INHERITANCE TAX DUE $1_ Add interest at rate of 6%from r-I_____to $-------=----- AMOUN'::'OF ESTATE TAX ASSESSED $-------1L- Estate tu paid $--IL- BALANCE DUE Add inte~est at rate of 6%from ------tto----- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:"'here subsequent adjustments are made to the above computa-ion of tax by :he Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No.....Year IN THE MATTER OF THE APPRAISEMENT .QFTHE ESTATE OF GEORGEPETETE Deceased Late ·of....t'JASHINGTON County of ....WA,$IU:NQ:T.Ol'J.. Commonwealth of Pennsylvania REPORT AND APPRAISAL ,., ,. ;--~ '.. •~ r " I "jIr~Uil;~"Cl.~-'"2 .:..,. COMMONWEALTH OF PENNS':LVANIA DATE OCTOBER.10,1973....,................................................................................................ DEPAP.T~lE1':'F OF REVENUE RESIDENT INHERITANCE TAX WASHINGTONCOUNTYBUltEAUOFCOU~TY COLLECTIONS .......................,.......,...,............................................................... :i'ARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.....9.?::.7~.::-??.p...................................................".. - Whereas,GEORGE PETETE late of WASHINGTON.....................................................................................................................................................................................................................,............................................. in the County of ..................................WA$..H.l.N.!..l'.QN...................................................................Conmonwealth of Pennsylvania,having died on "22hdi FEBRUARY 73 seized and possessed of estateL1e................................................................................................day of .............................................................................19............,an nbject to Inheritance Tax under the laws qf the Commonwealth of Pennsylvania; Therefore,I,DOMINIC R.DeMARIA appraiser duly appointed according to law,...............................................................................................................,.......................,an hwing been designated to make a fair and conscionab:e appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing O"lt of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferud in possession or enjoyment to collateral heirs of the decedent after th~expiration of any estate for life or for years,the Commonwealth hereby expressy reserves the right to appraise and assess transfer in:leritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles PERSONAJ,$ SEE SCHEDUIE "Bl,"OF APPRAISEMENT 26,57(0)60 .- .'JOINTLY-HElD, I SEZ.SCHEDUlE "E"OF APPRAISEMENT 5.250 00 TOTAL 3J.,B20 60 l ---.. />I ~ . I I - fonn~;:':fhbl:~::~hi.worJlaCCl)~d~~JIa~,~:;o~e~~~(;y:~~~~$Z~;:-~ ••••••••••·..~~~~=j:~~Z:i::~~:t=T~::'~~~:. \,.(Post O!llee)'~~ WASHINGTON County " I" RESIDENT INHERITANCE TAX APPRAISEMENT Estate of GEORGE PETETE Deceased. Late of WASHINGTON Date of Death,.~.~~.t.J~~??~1.:9..7.~. Appraisemel!t Docket Vol.,. I-./ . .Page,.No..9.J~7+~J?.5.. Filed in Register's OfJice,OC.T IO',J9..73.. Am.Qunt of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,lIt Appraisement, Appeal f1'om Appraisement,. Entered and charged,.. ... ------ RC::-48 (2-69)'*J COMMONWEALTH OF PENNSYLVANIA REQUEST FOR LEGAL ACTIONDEPARTMENTOFREVENUE BL REAU OF COUNTY COLLECTIONS Bureau File No. 63...71-335 co.LiJo.38..15'1...9 George Lipscomb ,residing ot 129 Callender St,.Dorchest.er Mass. in County,is the ExecutQr )f property fonnerly owned by Geo~e Petete h d'd 7~22-?l .Wasbdngton C ty___..=-V ,w 0 Ie on In oun . Too attorney for the estate is_,_._e_r-,9U,--s_M_U_t't_··_i_n_'_"_'_0_'r_'iJU-=--_s__whose addressis _ 27 S.College Street Washington Penna.1$301 Execu.t.QrTheabovenamed is in violation of t.e provisions o)f the Inheritance ond ES"ate tax laws of the Commonwealth of Pennsylvania in the following respec': 1 -0 Failure to file an Inheritance Tax return on or before _ 2 -0 Failure to file a copy of the Federal Estate Tax return cn or before _ 3 -0 Failure to file a copy of the Federal Final Letter. 4 -fJ Failure to pay Pennsylvania Inheritance tax due in the amount of $1049.77 befcre it became del inquent 5..22....72on _ I have made the following demands for compliance without re-sults: DatE of demand Name of person contacted Title62....76 Fergus .I.'Jart1n &Fergus -4\A-t·t~"i~-- 7 "1-76 Fergus f4urtin &Fetgus -,lIA~\;.+t'tfy~-- '7..1-76 George LipscOiDb ~XCl:';o Me:hod of contactR(~c-52' RCo.;-530reg.rna11 Rcc-530 cere.mail A formal notice of demand was sent to the taxpayer by certified mail.Thi!demand has been ignored.A copy of this notice together with the certified mail return receipt is attcched hereto. I recommend that the following legal action be taken to compel compliance: 1 -~'A lien be filed with the local Prothonotary ogainst reol estate owned by the decedent. 2.-0 A petition for citation be filed.in the local court. (Title) Chief Appr.II-- (Date) 3 -0 A civil complaint be filed in the local lower court. Add" I k w.a.111-491-157.6.Letters were taken.out on 3..1-11.l'here wasIhonaremors:a payment made·--=o=n'---:-a-c--=e:Tt-.---,o£'-:::o"""r::--.1$h,2.-,...9.....3...S.--"'-..B...2.-"'--..·l:h~e,--y'E=·x--::e--::e-.--.I-I!il---,$--..t--:Ji-...l,..1-a-.l"!~v-e-a-"n-,d..-..."l,..,l,--V1-..r-n-g at the addross stated above. ..--~- TENTATIVE STATEMENT PENNSYLVANIA TRANSFER INHERITANCE TAX Fel:ruary 16,1977Date___._.._•., To...'?.~..~.:n~.~....~.~.P..~.~.~..~P......:....~~.~....::.....!~.~.._~.~.~..~.~.~~.~_.§..~!'.~.~~..L ..P..~.~~.~.~.~.~~t:.!'.J ~.~.~.~.~.~.~.~..~.~~.~.~_... ~~.~l:......~.~~.~..~..L..~E.!.~~.._~...!...t:.!:.~~!....:....II....~.~~!;.~_..~.?.!.~..~~~~....~~:.~~!1 ....~~.~.~.~.~~..~.~.~.~i5·~·~1.!:1..~.. j ..;. )., "Less Debts and ·l Admin.:stration E~penses ~__,...:~.J.?.Q.~.~..Q.~. ~~~-r:..~~_O'.'.:J?~.__~~!!:_1:.!:_..J~...!~~!I..1:'?.l1L ....__..~~H°!._.__....!.'_".~.~.":I:;L ../f._.~_9..~~.._..._.._..__..__...- ~;~.,.iSed.__..__.__.,..__.._..__._.._~~..~.~::~~?~--_._--t7_._~.3:_?::.~3:__._--- Real Estate N ••___•.._·_ >Perso·:lal Property Joint Accounts Less Exemptions 26 570.60.._....t._...._........_......._ . ........?..?..~?.~~.O~_..._.__ 31 820.60____ _ _.•__J ,,_,,_, TAXABLE AMOUNT ................~.?!.~.~~..~..?..~.. TAX cn:__@ _%____. TAX cn ~.7..J.Q.l§..~..~.!@ J.?%_.._................................4,052.'77I(....__u ••••••• Amount Prev.ously Paid }.J..?~.~..~..~.?-. TAX BALANCE 329.45.........u •••••••__. Interest from ?.=.~~::l.~_ __._to ~::~~_:.??_.._ _.. ,6 <t 329.45 ....................0 on __.._.__.____95.54..,......~._--_._...._.._..._...- 424.99BALANCEDUECOMMONWEALTH............_..:.-_~_.................. PAYABLE TO: COURT HOUSE 'REGISTER OF WILLS y"ASHINGTON COUNTY :>ISCOu"NT (5ro)IF PAID WITHIN THREE MONTHS FROM IDATE OF DEATH.' 111".J z-<JJ J'f 77 /~f 7~O f3 f,(II <f2~~q~ii~~~::(-:«_ ~~;./It.-p,Comrr:onwealth of .Pennsylvania....7"CJ tI--;r CHIEF APPRAISER II WASHINGTON,PENNSYLVANIA .... ----"---~-....-~.-~---'...,...--- PlEASE ENClOSE·A PH0'IOSTA'lfC COPY OF Y(lUR.S0CIAL ~~("Tr.1J'IT .C~~CK(S),PENSION CHSCK(S),VF1?TANS'AtmJNTS'rRAT:rON C~r.K(f:) OR ANY OT1-1"ER FECURRING INCor-~CRECK(n THAT YOU Ft<.:r.B~" ,---------------------------------------------- TENTATIVE STATEMENT PENNSYLVANIA TRANSFER INHERITANCE TAX Date y..~E.r..~.~!'I !.~.7...!~.??.. ~Thomas N.Lipscomb -Excr of the Marv L.Vance Estate._ 0 I!..-.. 925 Sunset Street,Reidsville North Carolina 27320._L . ESTATE DAT3 OF . (IF ~.~~.:'::.~.~~.~.~.~~.~;DEATH ~.~?..~?..~..t...~.~.?.~.;.. Date.C?unty 38-157-9 ~~ate 63-71-335Apprl:Ised Flle Flle . I1eal Estate Personal Property Joint Accounts riginal D &'D )JX;H~ Funeral Espe~ses of $1,384.15,were taken as a deduction against Joint Savings ......................................................Acccunt #083-2040962.}1ary L.Vance was .....7..J..§1}.~.~}.........c~.9..~-134)reirrbursed b:T the Estate of George Petete. 7 613.53...................................................._1 . .....1.,..5.91.•.15... • I ~ess F~nera1 Expense .lirBDKtXXaUx~jU.~1.•.3..8.4 .l.S ..c~.!J..Q.¥..~.Q p..~.2~.~.L ~~.?..~.9..9... TAXABLE .~OUNT 7,406.53 ••••••••••••••h •••0. TAX .)n @ '7o .. TAX (On 7..J.4Q.§.~.~.~@ 1.~o/c _:~.~.~.~.?.~..~~. Amount Prev ously .Paid TAX BALANCE Int~rest from :?.:::.~.~.:::.7.~to J.::::~.;?.'::'.1.7.. ......~%on Z.Q.7 62 . 903.36._. 207.62 60.21............................................................ BALANCE DUE COMMOiolWEALTH 267.83.......". DI~.COUNT (50/0)IF PAID WITHIN THREE MONTHS FROM DATE OF DEATH. CC:Atty.Schmidt &Allison 438 Washington Trust Building Washington t Penna.15301 PAYABL~TO: REG1STER OF WILLS WAEHIN':iTON COUNTY COURT HOUSE WASHINGTON,PENNSYLVANIA Q{//t ,I "//./. ,'.~./'.,.,'.':/ :t"'~~f:.~:(~~~0::~.::;::.(~:~..=- Register of Wills :md Agent ~or __:;;-i.'-.q~ Comnonwealth of PennsylvanIa.,,/ I J RC C-46 (lI-74) COtvoMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE ;4 BUliEAU OF COUNTY COLLE<:T10"i·,fS INHERITANCE TAX DIVISION RECOMMENDATION OF THE DEPARTMENT OF REVENUE TO COMPRO~ISE OR WRITE.OF~TAX CLAIM Tickler #44 ~ Washington COUNTY Es~teof George Petete C f F'I \N ::8-157-9 3 F'I N 63-71-335ou,y leo.ur.leo._ Dat~of death_2_--'-2_2_-_7_1 Date of filing of A"ppraisement _ Name and Address of Attorney Fergus,Martin &Ferl~us Washington,Penna. Name and Address of Personal Representative George Lipscomb Dorchester Mass 1-25-78 (DATE),TITLE) Adm.Officer I Dat~on which current and active lien was last filed -------------------- Act on initiated by Harold A.Smith (NAME) Real Estate _ PersonaI Property_;-;::-::;::;-;:::;---=7:::=~::::__:==_=:;__;~=__=Transfers (SEE BACK OF THIS PAGE FOR CALCULATIONS) Gross Estate --,_ Debts "&Deductions _ Clear Value -;-_ Tax Assessed _ Tax PaidBaleinceo-:-f-::T:-a-x-:D:-u-e-----J~,b7"7"(p----- Interest to Date r ....J.J~O:.....------ TotaI Amount Due ----lijz....!...j./wlee:..-._ ;CJ)a:.-<0:>',~:.c~-z.~-+\[;'p.:;;:oc::;:;-«c.e:fyn ;;;>"';:1:),'0) f':).dTt'lrn1 ..I:::P"~---e.....;'rn \"VT1 U'1 ,:o'~ -0 .-+\ :lC ;.5 ~".::z; -[.(J', lt is hereby recommended that the inheritance tax record in the above estate be adjusted as follows:_.c:D_"_ Be Marked Closed ...,~ A p·oper investigation has disclosed:that the entire estate "::1as been paid in fUl,:t.~except ::or $2.06,and since there is no rea.l estate involved a.r,d the Fiduciary =esides out of state I recomend that this estate be marked closed. (ATTACH ADDITIONAL SHEET IF NECESSAR") 1-25-78Inv~stigated by Harold A.Smith Adm.Officer I (NAME)/I (1 (TITLEIAp~rovol recommended by 1'L~xiI~ce Tax Supervisor. (DATE) Date_=1_-=2.::.5_-..;..7..:.8__•I ~ Approved oP'1~~~~=-~-----.--'.. Si gned --=f~E=_B_1_r;_(-=-19_78__+~-f>....lJ FO'~ATTORNEY GENERAL ~'. "{~\~....---------._...:'.:.:~~~::~-.~;-.'". JAN 261978 Ap~roval Recommended on ----:::--:--_ ~(crT,,-~IJ.~~/h.I ./.JAIJ (l/WfaAJ.. Si g:1ed -------I--+---'J-4- FOR BUREAU 0 COUNTY COLLECTIONS DEPARTMENT OF REVENUE Pe'rs Property 26,570.60 .----------Jt.,Accts.5,250.00 (Prev.Pd.Infu11) Total 26,570.60 D&D ,4,802.09 Total 21,768.51 Tax \el 15%3,265.28 Int.from 5-22-72 to 10-3-72 71.37 \, / 'i Total Prev.Pd. Total 3,336.65 3,000.00 336.65 Int.from 10-3-72 to 3-24-77 90.40 Total 427.05 -Prev.Pd.424.99 Total 2.06 Int.from 3-24-77 to 1-24-78 .10 Balance Due 2.16 ------~-----~-----::-'-"'--~~---~~~~._-~---~-....._............--------_-.._-----..._-----~ RECEIVED EIGHT HUNDRED FIFTY HI BIGHT 81\<1 31/100.._-• •__..,.,.dollars MARY VANCE PAYING ON IND.LIAS.representing Penns,fvania Inheritance or Estate Tax due frorr -he following estate:Fro11:-ArJ:x_.JI)NMlBtmWU.LJ;.sWSll-------.-------==::..::....-=.:......::...:....::....~-----------...::..---------1i!I $--------PilI $ $, 787.50 ! $ ·t $ $ $797.50 $=~S5~8~.~3~7===1l'J $_--J7:Ji,lO~•.IOIB'..L7 .11I %Tax on $,_ Estate Tax,Ad of May 7,1927 6%Tax on $_ 2%Tax on $_ AI.ESTATE: 15%Tax on,$5,250.00 TOTAL TAX CREDIT Less five perce1tLm of t::Jx if pard within thr03e montlls after dote of death PillS interest at tl--e rate of L %from S·22-~12 to Date .' Date of Death_~!!.&~~I0....----1 :1 """,\ ,\.'\..~~ ..,..#-Jr-.~-,.;{ 1J 00 ~LP [L~'~~tr'~t-;}E A ~./,~/TOTAL AMOU:::2"T ::lAID NOTE:This Triplicate Receipt to b:~e,ai~~far ~udit pu'rpa.e!.:"( ,•,f"I~•~",~*..':'~• •~--R d b -~ .''''',, '',/eceive ..r~<::::,_::::-...,;,~~~,,j,,,..t;u.:.~~~..j-,~:;:,,.,~~i"-"9-------11NOTE:In accepting the transfer lo~erltance tax on f~ture ,estates,prior to the deoth of t~e life •.-.' tenant or tenont for years,as evidenced Iiy thIs receipt,It Is .unClerstood thot the CommonweoltiJl sholL... net be precluded or prevented from hereofter ossesslng additlonol Inheritance tax ot the deoth\of the~;;:,;:.:-~.u,IJ.:..:::.........::",...~2::+-~~,.J...~~..L-...."....--B IIf"tenant ar tenant far years whenever It appears that such additional tax may be legally du6'ahd~./'/L.1t?'! coolecllble for any reason whatsoever,, \ Dat3 of Payment -Jil'"lte:l1b~~U~--l~~---~ Nome of Decedent GEORGE PETETB Adc ress 438 WASHIN<rroN 'raUS'r SUXLMNG Renarks: COL nty ---=.:W::..::AS==,:=HI!=.:N:,.::G:.:'roN:..::,:.=.::....--l I' $--------$---------II!'l! $---------$----------,I"! %Tax on 6%Tax on 2%Tax on 15%Tax on 99/l00·...•....•......••....._-....•...•.........•.......•.........-"Clollars repres3nting Pennsyl"ania Inheritance or Esta-e Tax due from the following estate: ." .;.... Date of Death 2...22...11 Washingtol1,Penna.15301 I Cou-nty __W_&_s_h_in_g=-t_o_n --i $~'.018.51 .,052.77------''--------$----'-------Il:l11 $....$U! Estate Tax,k:t of I May 7,1927 $---------~~i TOTAL TAX CREDlf $__4_1...'0__5__2 "__"\~: Less five perceltLm of tJX if PreV.Pd.3.?2,3.~2 Bjpaidwithinthroaemonth'5 afterBal.Due 329.45 ~, date of death $:I~!I .~.,flus interest at the .rate of il 't'_b_%from U 5.22-1a 11 .>".".to date 95.54 ill~:-,$~~!!..::L__.I '[J'00 ~[p [!,~@~nt~::~,A:•,J ..TOTAL AMOU~''AID 1::::;::::=:======4==24=.==99====~ NOTE:This Triplicate Receipt ta be r~taiii'ed for aU~~8~1'57~9 !~,'",I "t 1 ,:""~~,-..JReceived by __---'-7'=r1i-J0=---L-,l€.-'M-H-·--r-----._--:=-_--"--c' I NOTE:In accepting~transfer inheritance tax on future estates,prior to the death of the life / ~teront or tenant for years,.~s_evidenced by this receipt,it is under_s,taod that the Commonwealth shol~-f7-11 .;1 ~',~-.ji no be precluded or prevented from hereafter ossessing.•additional inheritance tax at the death of the ~Jl life tenant or tenant for years whenever it appears that such additional tax may be legally .due ond-l--~~e.:::!~~-':::~':..,I.,~~~~~~~~';;;"- col ectible for any reason whatsoever,• ,, -"'----.;._...._--------------- L I. 7/-3 3~.-- t,3-'. Fcrm Rt:C ·10 DEDUCTIONS.ALLOWED I ~i OFFICE CF T~"'STATEMENT OF DEBTS THO:~L:M OF 4~-'J~q5............$. REGISTER CF WILLS l(~{r'1{AND DEDUCTIONS DATE ..PPROVED ........o~COUNTY --l~~A"D JlGENT OF THI CO"'lMONWIiALTH ....:,._----Regi,ter of Will••Ag..t vJ ESTATE OF GEORGE PETETE L.ATE OF CITY OF VIASHINGTON DATE OF =IL.ING APPRAISEMENT DATE of DEATH -=<'ehrlJary 22.]971 DAII!:NO.01'NAMIi:OF PAYEE R£""A"RKa A"'OUNTVOUC'H~" Register of Wills Will ProbatE-2D:50 H'r~n('ic:.T.Bucklev Agencv Bond B5 00 Grppnville Co.Probate Court Deposi-::..on 1 50 RpO'i qtpY'of Wil]g cpnClinr:Clpoo 5 00 I W~c:h Co RpJ(:q h '"inp"14 00V(~I 01..r Publishinll Co.Advert·3inll 14 00 ij~;n\,Carolina Board of Birth C ~rtificat,:>....00'" H.D.Burch Mortuary Funeral Bill 138L 15 W8 c:hi nO'ton Hosoital Final Bill eo 00 s.W"[P'q Sons Funeral Monu:n~r:t 141 80. Memento Associates Final Bill 1 00 Wasler Florists ·Fina]Bi.ll 116 60 FprO'uq Martin and Ferllus Attornev Fe2s 1660 00 I I'Illi Lipscomb EXC'('\1t:-:r CcmmiE:sion .Jjl')O 00~~E1 D~ge I I I- I II I - i I , ±-- I I-- ~; I rWyrAT I 4555 50----~_.--I! .-~._-- COMMONWEALTH OF PENNSYLVANIA 1 COUNTY ,)F ~.bieb',C1~-d ___:SlI, I,£georgp Lipscomb HERE9~CE.RTlFY.THAT.TO THE,a:8r OF lolfV k:.......'/w '_f •'ND BEl.IEF.THE FOREGOING IS A JUST AND TRU E Or."TEMENT ':J'~DEalS.FI".N~"'L EXPENSES AND E)(PE;~l!Il!:S o/' ":::;M 0.1-...'-",..ITTEO 10 THE EST.o.TL OF George Petet.Q..-___________OECU8ED..0.5 DEOL'CTI;:)Nli POR I~HERI~I .....-"....1 ~\,.JRP05E8 , _..£.L.fo.l)J/1 ~'.,..I...~\,-.."---_..-..-------'-----._-- 1."'0"1';~N•...".,.:~BED IlEFORE ME THIS --=3:_~=_DAYOr'd.<b;'~t-~'{;{~(j['"-~.kL :.J_,......L . .~___C/'\.d..c,__________ ..("(..",,- ,,,'RLOne L.YOUNG,ota",P"bIV Wa9tllngton,WashIngton Co.,Pa. My :Ommlsaion Expires August 3,1974 ,... OL ./ ,' I •"/"/. 'ltd "OJ N01.:JNIIiS'Y/ASlll!~dO <:J)JSIV3U ON!'d r 'Ii :1JSSntJ L2.2 ~d 51 83:1 ZL. TENTATIVE STATEMENT PENNSYLVANIA TRANSFER INHERITANCE TAX ?ebru~ry 16,1977Date .. To..g.~g.r..g.~.....~.~.P.~.~.~.~~.....:....~~~E....:.....!~.~.....~.~.!.~.~.~~.r.....~.!~~.~~..,.....p..~E~.~~.~.~.~.~1 .....~~.~.~.~.~.~.~.~.~~.~.~...... ,Att,.Fergus Martin &Fergus -27 South College Stre~t,Washington,Penna •...._~t · ·1·5·3'{~1 ·.. •EO'~TATE George Petete (Washington)DATE OF Fe-Jruary 22,1971_,nEATH . Dlte C~unty 38-157-9 S~ate 63-71-335 A?pra_sed .Fl1e Tl1e.:.. Real ~state t·,~.., • P~rsonal Property Joint Accounts Less Exemptions 26 570.60...........?. .......??..?.~.9...~.9..9.. ...................................................._~.!..!.§.?.9..~..~.9 .. .....................................~. ,I Less Debts and Admi:listration Expenses ;;~..!.§.9..~.~..9..~. TAXABLE AMOUNT 27,018.51............................................................ TAX on @ 9"0 .. TAX on ~.7..J.9..!.~.!.§..±@ !.2.9"c ,~.!..??.~..:.?.:. Amount Previously Paid TAX BALANCE fntere st from ~.::.~.?:.:.7..~to ~.:.~~.:::.??.. 6 329.45._%on . 3 723.32........................J . 329.45............................................................ 95.54............................................................ I~ ! 424.99BALANCEDUECOMMON~EALTH............................................................ DISCOUNT (570)IF PAID WITHIN THREE MONTHS fROM DATE OF DEATH. PAYABLE TO: REGISTER OF WI LLS WAS-IIN.GTON COUNTY COURT HOUSE 'NAS-IINGTON,PENNSYLVANIA Washingto~,Pe~na~~ April 21,1955 [I\'{LAST WILL AND TESTAMENT; My estate to be dividec equall~3~o~g the surviving Sisters,and Nep~ew,namely: Betty Graves. Agnes Hunt. George Lipscomh. Should any of the above precedE ne :':1 de3th then all'estat.e shall be divid:?d equally arno!);)th:sur- vivJ rq f:.!?ilcf.Lciaries. I appoint as ;1:'1 exe::u :,Jr-s George Lip3comb,son of m'l sist(::;,r .'.lc;tilda LipsCOJlb.3fld Henry A.2nst::,om,R.D. !U s j:M3rk V )7 .'I'il ,.-,I'..... Ii "h I IN THE COURT OF COMMON PLEAS OF WASEIl':GT:JN COUNTY.PENNA. ORPHA NS'COURT DIV1S:ON ,IN RE:ESTATE OF GEORGE PETETE. Deceased ) )NO.of)------ ) , I II !'FIRST AN:>FINAL ACCCUNT OF GEORGE LIPSCCMB,1':CMINIS- TRATOR,C.T.A. .26,510.00 I ,I I ----------------------1 , II II TO AMOUNT OF INVENTORY ,AND APPRAISEMENT FILED' CREDITS :,'W F~'.• '\I ,ljf~"I".) ~I .''''';''./' .'Register of Wills Francis J.Buckley Agency Greenville Co.Probate Court Register of Wills ,Wash.Co.Reports Observer Publishing Co. ,North Carolina Board of Health ;H.D.Burch Mortuary ,Washington Hospital S.White's.Sons Memento Associates Wasler Florists 1\Ii Fergus.Martin and Fergus ':George Lipscomb 'I Ii ;1 11 II 20.50 135.00' 1.50 5.00: i4.00 14.00 2.00 1,384.15 b./ 6:>.00 14l.80 L.OO y 1L8.DO- 1,860.00 1,COO.DO $4.555.50 2'1 Sf...-TH COL I ':GL . , ., " r I:, Ii I SUMMARY TO AMOUNT OF INVENTORY !\ND APPRAISEMENT FILED TOTAL CREDITS BALA~CE FOR DISTRIBUTION $26,570.00 4,:55.50 $22,014.50