HomeMy WebLinkAboutOC1971-0367 - ESTATE OF PUREElme.all lVills and Codicils by meat any time heretofore made.
of my last illness and ay funeral expenses.
~ST WILL M~D TEST~mNT
'.
I di1:ect my Executrix to pay my debts,the expe~esFIRST:
I,VICTOR PUREE,of Washington County,Pennsylvania,being
Will and Testament,hereby revoking and declaring null and void any
of sound mind and memory do make,pUblish'and declare this my Last
,"...
SECOND:I give and bequeath all my jewelry,automobiles,
she survives me.In the event my wife fails to survive me,I give
and bequeath the aforesaid items to my daughter,CHALLISE PUREE.
clothing and other purely personal effects,as well as all household
goods and equipment whit:h I may own,to my wife,JOSEPHINE PUREE,if I
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!-;All -:he rest,residue and remainder of my estate,THIRD:
I give,devise and bequ~ath to my wife,JOSEPHINE PUREE,if she survives
me by a period of thirty (30)days.
In the event my'wife fails so to survive me,I give,
devise and bequeath the aforesaid rest,residue and remainder of my estate
tc PITTSBURGH NATIONAL BANK,Pittsburgh,Pennsylvania,as Trustee under
,tl:.e following trust.
1.TRU~T.
,
'.
A.My Trustee shall hold the principal of the Trust
Estate for the use and benefit of my daughter,CHALLISE PUREE,and during
her minority my Trustee shall disburse to her or£or her benefit,so much
of the net income therefrom together with.so much of the principal thereof
as my T,rus tee,in its sole discretion,shall deem advisable for her hea1·:h,.
maintenance,support and complete education,including preparatory,co11~ge,
post-graduate or.professional training.My Trustee shall accumulate any.
balance of.:the net·inc.:>me not so disbursed.As and when my said daughtet'
attains the age of twe::lty-one (21)years,fi?Trustee shall add any income
accumulated thereon to the principal of the Trust Estate and shall pay the
net income from the thus augmented principal to or for the benefit of my
said daughter in quarter-annual installments for and during her lifetime
.together with so much of the principal thereof as my Trustee,in it~sole
discretion,shall deem advisable.for her health,maintenance and support
and comple~te education as the same is descIibed above.
B.Upon the death of my daughter,CHALLISE PUREE,
during the continuance of this trust for hE:r benefit,my Trustee shall pay'
and distribute the thE.n remaining principal of the Trust Estate as she shall
appoint and direct by·specific reference to this power of appointment in her
Last Will and Testament;provided,hmvever,that any such appointment 0:'
direction to herself,her estate,her cred::'tors,or the creditors of he::
estate shall in all respects be null and void.In default of a valid e~e~-
cise of this limited power of appointment :'1erein given,or in the event sr.e
is not alive at the time for the creation ~f this separate trust for her
benefit,the then remaining principal of t:'1e Trust Estate,as it is then
constituted,shall be paid and distributed.to her then living issue,per
stirpes and absolutel:r,subject,however,to the minority.provisions here-
inafter set forth.
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C.If,at the time distribution is to be made here-
under in ac,cordance with .the foregoing provisions ~none of 'the persons
named or described abcve is liVing to'take the principal of the Trust Es-
tate,the then remaining principal of the lrust Estate shall be distributed
one-half (l/2)to my then liVing heirs and next of kin and one~half (lIZ)
to my wife's then liVing heirs and next of kin in accordance with the
Intestate Laws of the Commonwealth of Pennsylvania in effect at the time
of my death...
II.Wh~le in the hands of my Trustee,neither the prin-
cipalnor the income of the Trust Estate shall be liable for the debts
of any beneficiary he=eunder,nor shall th~same be subject to seizure
or attachment by any creditor of any beneficiary under any writ or pro~
ceeding at law or in ~quity,and no benefi::iary hereunder shall have
any pot-ler to sell,assign,encumber ,or in any manner to anticipate or
dispose of his or her interest in the Trust Estate,or in the income
produced thereby.
III.As,compensation for its services hereunder,my
Trustee sha,~l be entitled to deduct a reasonable fee,~lhich .fee shall
be in accordance with the then prevailing rate of compensation charged
by my Trustee for like services.
Executrix and Truste~shall have the foll~'ing discretionary powers:
FOURTH:I~addition to the powers conferred by law,my II
!
A.To retain as an investnent for my estate and the
trust estate,without any duty of diversi::ication,any and all propertJ,
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real or personal,received hereunder,which shall specifically include
the autho~ity to retai3 any stocks in PITTSBURGH NATIONAL BANK without
liability as a result :>f such retention.
B.To invest and reinvest,including pri.ncipal and
accumulated income,in stocks,bonds,mortgages,securities or other
property,real or pers:>nal,without being limited to the classes of
securities or investme:lts in which fiduciaries are authorized by law
to invest 'trust funds.
c.\To sell any and all real estate held as an asset
of my estate and trust estate at such times,at public or private sale,for
such prices and upon such terms as deemed advisable,and to make,execute
and deliver any deed or deeds therefor,conveying title thereto in fee
simple absolute,or for any less estate to any purchaser or purchasers,
freed and discharged of any.and all trusts hereunder.
D.To sell,exchange,lease,encumber,option or ~therwise
dispose of all or any portion of my estate and trust estate iIi such manner
and upon such terms and conditions as'shall be deemed advisable,and which
shall specifically include the authority to grant leases which extend beyond
the term of any trust hereunder and beyond the period authorized by law~and
to make,execute and deliver deeds,mortgages,leases,assignments and other
documents necessary tc effect any of the powers granted.
E.To make distribution of my estate and trust estate to
any person entitled thereto in kind,in cash,or partly in kind and par:ly
in cash,as deemed.ad-,.-isable,and,to this end allocation of assets in kind
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shall be in the sole discretion of my fiduciaries.Assets distributed i.n
kind in satisfaction :>fliny pecuniary distribution under the terms of t:lie
Will shall be distribated at their values on th.e date or dates of distribution.
F.To register or carry any investments held hereunder
in their own name or in the name of a nominee or nominees;provided,
however,that all such investments shall be so designated upon the reccrds
of my fiduciaries that the trust or estate tO'which said investments belong ..
shall appear clearly at all times.
G.Te.vote by person or proxy any and all stock held in
my estate and trust,estate and to participate in any reorganization or
merger of companies (-r corporations whose stock is so held.
H.To borrow for the purpose of my estate or trust
estate from any source,which shall include the authority to borrow from
any separate trust created herein,and as security for repayment,to hold
or pledge the whole 0r any part of my estate or trust estate.
FIFTH:I direct my Executrix to payout of the principal
of my residuary esta-:e all Federal Estate,State Inheritance,Estate
and Succession Taxes imposed upon or with respect to my estate or any
property in which I :nay have an interest,including any property not
forming a part of my testamentary estate out included in my gross estate
.for tax purposes,eX'cept any property over which I have a taxable power
of appointment in the event it shall be held that I have not exercisec
such pot.;rer of appointment in this Will,at such times and in such manr.er
as my Executrix in her sole discretion shall deem advisable,and no sl.eh
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taxes or any portion thereof so paid shall be collected from or paid by
any other p~rson,persons,or corporations by way of reimbursement,
proration,apportionment or otherwise.
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SIXTH:I name and appoint my wi:e,JOSEPHINE PUREE,
Executrix of this,my ~ast Will and Testame~t.In the event,my.wife,
either at the time.of my death or thereafter,should be unwilling or
unable to serve for any reason,I appoint PITTSBURGH NATIONAL BANK ...
as Executor in her stead with all rights,dJties,powers and respon-
sibilities as if it ha:i been originally nam:!d Executor hereunder.
,
No individual fiduciary shall be required to post
bond or any additional security.in any juri.:;diction in which such fidu-
ciary shall be requirej to serve.
SEVENTH:I appoint PITTSBURGH NATIONAL BANK as Guardian of
any property l-lhich passes'to a minor and '-lith respect to which I am
authorized :0 appoint a Guardian and have not otherwise specifically
done so,gr~nting it in this capacity'the p~wer to agree to any distri-
bution of t1e said property that it deems advisable;'the power to retaiL
any property,real or personal,received by it in kind and the power anc.1
authority to sell the same upon such terms and conditions as it believes,
adVisable,giving good title to any real estate thus sold;and the power
and authority to invest in such stocks,bonds and/or other investments
it deems advisable,without being limited to those investments in which
guardians are by law Iequired to invest minors'funds;and the power and I
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authority to disburse to or for the benefit of the minor \\'ards so much
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of the income and the principal of the miner's share of'the said proper>.y
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as.it,in its sole dis:retion,deems advisa~)le for the minor's comfort,
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maintenance,support a:ld complete education,including preparatory,college
and post graduate or professional training,and to aid the minor in the
event of any illness,injury or other emergency affecting the minor wards
wherein money is neede:l.Any disbursements hereinabove authorized may b ~
made to the parent,gugrdian or such other.person as may have custody of
the person of that minor at the time such payments are made,without lia~
bility on the part of PITTSBURGH NATIONAL BANK to see to'the application
of said payments by the payee,and the receipt of any such person shall ;,e
a full acquittance of PITTSBURGH NATIONAL &ANK as to any amount so paid.
WITNESS my hand and seal this
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Signed,sealed,published and declared by the above named Tests-
tor,VICTOR PUREE,as and for his Last Will and Testament,in the pres-
ence of us,who at hiS-request,in his presence and in the presence of
our names as wit'nesses •.
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Address
Address
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Form 11 Relr.Will_Rev.8·11.
INVENTORY
of all real and personal estate of..yJg!'g.g.J~Q.~.~_deceased,
late of .?~J..~-"..J1:c::J~~~X~.Y._.~~~.~Street !1.c::J1~~X~.Y.'---~~.!"J..?~.F City _ _ _Ward
.......................................................................Borough To\\'Ilship,Pennsylvania.
See Article IV
of the Fiduciaries
Actof 1949,
asamended.
Claimsof the
decedent against
the executor or
administrator
must be included.
Encumbrances on
personal property
should be noted.
See additional
instructionson
page4.
1965 Cadillac Sedan
PERSONAL ESTATE SCHEDULE
$1,200.00
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See ArticleIV
of the Fiduciaries
Act of 1949,
as amended.
Description of
realestate need
not beby metes
and bounds but
must be adequate
to identify the
property.
Mortgages,
judgments,
and other
encumbrances
on real estate
should be Doted.
See additional
instructions on
page ••
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NONE
REAL ESTATE SCHEDULE
REAL ESTATE IN PENNSYLVANIA
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MEMORANDUM OF REAL ESTATE OUTSIDE
THE OOMMONWEALm OF PENNSYLVANIA
Real estate
outside the
Comm€.nwealth
mustb~shown.
The va:ue thereof "
may.·be indicated >
but ShCllld no~be,
carried:into the.
total of the
inveotcry or
included as real
estatem the
accoun:ing.
Real estate situate in Grand Bahama Island,
Bahama Islands,known as lots No.16, 17,18
and 19 in Block #145 Unit 15 in the Lucaya
Estates Subdivision lying to the east of
Freeport on the Island of Grand Bahama;
Deed B 1913,pages 530 to 536.
._.~_~.-/:/-..__..__..__._.._--_.._~.·---Eie~~i~~~iii_i"~i--------m.
AFFIDAVIT OF EXECUTOR OR ADMINISTRATOR
STATE OF PENNSYLVANIA l 88.:
COUNTY OF ALLEGHENY ~
Personally before me,the undersigned authority,a NQ!~.r.Y...?..J.1;>.U~_jn and for said County
and State,apJ:eared _._J.Q.~.~p.hJ!1_~..?~~.~.~._.._._____..__who,being duly sworn according
to law,deposes and!says that he is the executor ~BJtof the estate of jlic.tor..Rure.e..___ _ ,
deceased,tha~the foregoing schedules constitute a compete inventory and appraisement of the real and
personal estate of.__yJ~!.Q~...r.~~.~_~___.._.._ ,deceased,except real estate
outside the Commonwealth of Pennsylvania,that the fig-lres 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 :he decedent's death.
Sworn and subscribed before me }--,...;::::tI(~--~j;r------,.iay ~_/p.g:~!t-g~;#~-?~7/!f:.~J~C .....~...,
VIRGINll HACK KRIST,Notary Public .
Pittsbulgh,Allegheny CO'Jnfy,Pa.
My Commission Expires Feb.2,1977 ADDITIONAL INSTRUCTIONS
1.An inventcry must be filed within three months after appointment of personal representative.
2.A supplem:mtal inventory must be filed within thirty days of discovery of additional assets.
3.An original and two copies must be filed.
4.Additional sheets may be attached as to personalty or realty.
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Form ;'0.RCC-62 (12-66)THIS FORM REQUIRED iN ALL ESTATES WITH GROSS AiSSET3UNDER $10,000.UNDER SECTION 701 OF Am OF JUNE 16,1981.E:J'\'.gCT~VI!:.lAN~ARYl'l962.(fiLE IN DUPUCATIl WITH COpy .01'W~LL...ArrACHED)~3-7(-3 (,1 J
OFFICE OF THE REGISTER OF WILLS
County of ~~~~~!1.&t.q~.
.":I.o.s.~P.n~~~.?!-1.r.~~;.of ?-~~.F:•••.11<:~I!:rr?Y..l\qa;c!2 .~S:~J.lJ.r.a;y'".:I;~,.;1..5.3.1.7
(Name)(Address)
being duly ....__~:w_Q.rn ;..acc(J;t'dit1g to law,deposes and says :that he is the----~~~~!:!~&t:;Aclm~.-i48".re.'~c~f--------------
of the estate of ~!~~~~__~~~~~. .._whose last res,-dence was----7N~}J',;-·---!1f!1!!!!~~s~~g------_.-----------
______~~_~?!:.!:.~:X.L.~~~__}_?..~~?_..decea.."ed,and that the whole of the estate of said decedent,who died __f~E_!._·~D-.1-:;!.2Z-L---
(CitY.Borough or Township).at""
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA.WITH S'IATEMENT OF MORTGAGE ENCUMBRANCi:ES UPON EACH PARCEL AT DEATH OF DECEDENT.
WHERE PROPERTY HELD AS JOINT TENANT OR-TENANCY BY ENTIRETIES.GIVE,NAMES.ADDRESSES AND RELATIONSHIP OF ('TH~ROWNERS.
Real Estate Estimated
Value
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NONE
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Personal Property ;
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1965 Cadillac Secan $1.200.00
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NOTE:You may expedite the pr:>cessing of this re:urn by filing with it,and as a part of the return,
letters from financial institutions <Dr mortgage holders,certifying to amounts on deposit or owed by the
decedent as of the date of death.Such letters must be signed by a responsible officer of the financial
institution or mortgage holder ane.indicate clearlyamou..'1ts of principal and interest in the decedent's
account at the date of death and the type of accountI account number and the exact name or names inL__W_hi_'_C_h_t_h_e_ac_c_o_un_t_i_s_r_e_g_i_s_te_r_e_d_"_j,
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Jointly Held Property Estimated --....~
Value'-,.I·
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Following held in tenancy by entirety with wife,Josephine Puree.and -
not admitted to be taxable:
1-First Federal Savings &Loan Association of Washington,~~.-Pa .7-7 ~_._..-.'.
2.Slovenian Savings &Loan Association of Canonsburg,Pa.~hv
~...-~
3.Purchase money mortgage ene_Umbering Quitsie's Congress 01(,{,~--_.-
Inn,
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Washington,Pa.
4.Mellon Bank,N.A.,Washington,Pa.<i?f;j "..-----/'
Transfers within TWO YEARS Prior to Death
NONE
~
That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of
another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
-
BENEFICIARIES
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\B:mf~~I(~'ARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
,-
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DEBT OR CLAIM NATURE ')F SAME AMOUNT THIS COLUMN
tKEGISTER ONLY
Funeral expenses pad $3.510 ;8 !$
Family exemption (will n~t be allowed unless
decedent died residing witt a spouse or children.)1 500 00
Administration Expenses ~
Counsel fees,*500 CO
Fiduciary commiB'3ion ..
-I
OTHER DEBTS AND CLAIMS
(*)See Note belo,,"
Doctor bills 1,393 14
Total $6.903 92 ~1a5 1
..,..:l'tB~·IDENT DECEDENT DEBTS AKD DEDl;CTD~S CLAIMED
NOTE'Lio·t first five items in the spaces ~.)provided observe notations tl:e"eon and instructions
Noto,Th...t.to ag....to advi"tho R.gi'to,0'Will,if tho amount ~tua'y paid in "ttl.m.nt 0'any 're,,omn-dobt i,great..
or less t"lan the estimated amount clairred and allowed.~~
S~b,i"d and ,wo,,"to b.,o..m.tbi,4~l>...................,...~.
(Executor-~y)
-.'~?""'"_...0 ...0 day of .....P~~~.~l;>!,!.r......0'197o~.721 E McMurray Road'.~~d.~.0 I •••••••••••-••••••(St~e~iN~~b~;;"""""""'"
;/,'VIRGiNiA .UCK KRiST,Nota P'Jblic l1~~~r:r.~Y~..J?~.•...1.~~.1}" .
,Pittsburgh,Alle!';heny County,Pa;(City or Town and S:atel'
, " ":,My CommiSSion Expires Feb.2,1971.
. .~~~i~'.~~~.dUIYl~oY7~i.~gd:::W.I d~b~'~bY~P6f.Z~~:t~.i:,0nfo,'Oit'.~tb law on 'hi,
.~.~Appraiser
In the event :hat any future interest in this esta:e is transfel'l'ed in p..sses~,ion or enJoyment to collateral heirs of the dec edent after the
expiration of a:'ly estate for life or for years,the Commonwealth hereby expl~ssly reserves the right to appraise and assess transfer-inheri-
tance taxes at the lawful collateral rate on an)'such future interest.
REPORT OF TH~R,EGISTER OF WILLS
I,the undersigned duly elected Register of V.ills in and for...{.,.,(/a..-a-.Jr~..'.ounty,Pennsylva"lia,do respectfully
report that I ha;,re allowed debts and deductions in the amounts claimed by.depc-nent,cept to those i ms where a greater cr lesser amount
-is set forth in the last column to the right in saic schedule above,which greater ::>r lesser amo t repres s the sum allowed as a ded~ction.
Dated:.....,P~~.~..~.J$?~~~~$F.LJ.~ARI.NO.......~l.'..ili.~....~
-Register of ~ills llf
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Form No.RCC-62 (12-66)
WillAdministration INo Year .." .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
...........y~~;r9.R;.~l!~~, .
Deceased .
Late of ~s:~~~.r.a'y'.
County of ....¥~shington........................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
FRANKR.SACK,ESQ.
'JOHN M.DUFF,ESQ.
1112 Frick Building
Pittsburgh,Pa.15219
fiLED
~7,1?73
RU!!eLt MARINO
'''~EGf5TER OF WllUJ
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RCC-Sl (6-71)
COMMONWEA1-THO,F PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
t-OTICE OF FILING OF APFRAISEMENT
JOSEPHINE PUREE
(Executor o~
IN YOUR REPLY F'LE.•SE
REFER TO
Inheritance Ta<0 vision
38-158-8
J
n Re:Estate of VICTOR PURE-=<:
"'fASHINGTON Coun'y -File No.63=71-367
DearMs.Puree,
You are herehy notifi ed tho t the_~oun.~·'=4g~1...,·nalOla.....1~-----------
apprai sement in the estate of VI_::...C~T_O--=-R:-...::P--,UR:..::.c:.:E=..:E=-__-::---,-_
has been'filed in the cffice of the Register of Wills of WASHINGTON
County on Dec€lmber 12 ,19---l.3,Said appraisement reflects the following
valu!a,tions:
Real Estate _
PersonaI Property__....:1:!:o.L1!o..20~O.....~O~O:.....-_
Transfers _
Jointly Owned _
Total ...:!:1c1.I..£,2~O~O~.~O~O!.____
As to such tJX that is paid within thre~months from date of death,a five (S%)
percent discount is allowable.As to any tax t~at remains unpaid after nine (9)months
(fifteen months when death occurred from Decenber 22,1965 to June 16,1971,inclusiv~;
and twelve months when death occurred prior to December 22,1965)Trom date of deeth,
interest at the rate of six (6%)percent per annum is charged.
Any party ir int,erest who is aggrieve~by an appraisement may appeal ther~fre·m
as provded by law.
December 12,1973Date~_
ESTATE INSOLVENT
DATE OF DEATH:February 4,1971
Note:This is nota bill.
R C C-39 (5-68)~.1
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
E;;tate of PUREE VICTOR
(Last Name)(First Name)
DATE OF DEATH 2-4-71 FILE NO.63-71-367
REPORT OF INHERITANCE TAX APPRAISER
Dated:December 12,1973
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON
Pennsylvania,do respectfully report that I bve appraised the real and personal property as reported in the foreSoins return at
the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E".
d/lLd.-5~£2UI~
INHERITANCE TAX AP/SRAiSER
,.,..-
DEC 1 3 19l$rtUSSELL MMJNO..--Dated:
REPORT OF THE REGISTER OF WILLS ~~
I,the undersigned duly elected Register of Wills in and for WASHINGTON County,Pennsylvar.ia,do respect-
fully report that I have allowed deductions ttl the amounts claimed by deponent,e to those items where a gl eater or
lesser amount is set forth in the last COIUffil to the right in Schedule "F",lch g eater er sser amount repre .en-.s the sum
allowed as a deduction.
$
1 200 00
1,200 00
6 903 92
E INSOLVENT____-'~T
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REA?PRAISED
$$-------+--
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 -l=
FOR USE OF REGISTER ONLY
Tax on $----------t--
Tax on $----------t--
Tax on $-----------i--
Tax on $---------1--
Tax on $~--
Exemptions========l==Total Estate -'-__
TOTAL TAX
2'%
6%
5%
10%
15%
*
COMPUTATION OF TAX
$--------+---
$-------t--
$-------t--
$-------t--
$-------+--
$-------"--
(*)As evidenced by Ohar'_table
Exemption Certifkate;;issued
by the Secretary 01 Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
:-----1t=
$=====L==
TOTAL TAX BALANCE :-----~PAID $L
BALANCE OF INHERITANCE TAX DUE $L
Add interest at rate of 6%from
_____to $------
AMOUNT OF ESTATE TAX ASSESSED $------11-
Estate tax paid $----JL-
BALANCE DUE $-"L-
Add interest at rate of 6%from
------Ito-----
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for paper reason,
same should be noted below,with short explanation.
-------------~---~
[
Will t
Administration \No.......
IN THE
Year .
J \~
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
VICTOR PUREE
Deceased
Late of .PETERS TWP......
County of WASHINGTON
~.Commonwealth of Pennsylvania
REPORT AND APPRAISAL
..
..I'l
".
COUNTY .~~.~?~9.~.?..~"""""..
FILE NO..?"~:?"~.:}.§.?""""""".""",,.,,
'),...:-
DEPARTMEl':T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
----T
COMMONWEALTH OF PENNSYLVM.JIA
RESIDENT INHERITANCE TAX•APPRA'1SEMENT
DATE December 12,1973
Whereas,y:r..g?P.~~.y.~.~~~late of :l?~.~~g$r.~.~..
th C t f \"1ASINGrON Co lth f P I d'dIneounyo......................................................................................................,................~..........-......rnmonwea 0 ennsy vama,.1aVing Ie on
the ...................~.?1J.::r.::t:.?.....................".............................day of .........~.E:!?~'!.~~I ...................................19....7..~.,seized and possessEd cf an estate
subject to Inheritance Tax under the laws of the Common,.,ealth of Pennsylvania;
Therefore,I,...............F.RED......m.s.l.................................................................................,an appraiser duly appointed acc.)rd:ng to law,
having been designated to make a fair and conscionable -appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following app-aisement:
In the event that any future interest ir:this estate is transferred in possession or enjoyment to collateral heirs of L'le cecedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise ar.d assess transfer
inheritance taxes at the lawful collateral rate on .any such fucure inte~st.
Unit AppraisementOeserpilonofAssetValues~ade for InheritanceTaxPurposes
$
PERSONAL:1
SEE COpy ATTACHED TO APPRAISEMENT t,200 00
ESTATE INSOLVENT
,
i
1,
I
'I
!
I
I
.....,Penna.
WASHINGTON County
-----------------------------------
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
VICTOR PUREE
Deceased.
Late of
PETERS TWP.
Date of Death,?~4.::.7.1.:.
Appraisemel!t Docket Vol.,38..
Page,..158.8 No.63..".,.7.1"".3.6.7..
Filed in Register's Office,.?~~.~~..?19 73....
Anwunl of tax due,$.
DEPARIMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,.
Appeal f,.om Appraisement,..
Entered and charged,:..
...
~
1\
,.
P.O.Box 245,Cornwells Heights,Pa.19020 J
[Q)@~~Olii)(~rruU @{f U[}u@ 1J[{@~@(ill[{~
Address any reply to:
--~,'1"----------------------------------"11
'Ii
Date:
Internal Revenue
Service Center
[lU~@]CJ&l£D@Oi)l£~@~®@~@Oi)
I
,n reply refer to:
1I'-61~et
l>
Esta:e of:
Date of Death:
11).02'&:Ii;
V~1?UJoereb.4.19'l1
286 03'?99a
ESTATE TAX CLO~I~G LETTER
(This is not a bill f::>r tax due)
The computation at the bottom of this letter shows the Internal
Revenue Service's determination of -:.he Federal estate tax liability
for the estate na~ed above.You should keep a copy of this letter as
a permanent recort.since your attorney may need it to 610se the
probate proceedings for the estate.It.together with proof of payme~t.
is evidence that the Federal estate tax liability for the estate has
been settled.
Director
$,..0-
Gross estate tax .
Less credits allowed:
State death taxes .
Federal gift -:.ax .
Tax on prior ~ransfers .
Foreign death taxes .
,-0-
$,---'=<::::..-_--
Total credits.....................................:$.0-
Net estate tax.....................................$.0-
Penalties.if any $'-0-
lctm tL Dtltt'
1'Jf11 Vd.DtmII:adJCUna
.1'ltto~Bb,FA 15222
Form L-l54 (Rev.9-69)
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