The URL can be used to link to this page

Home My WebLink AboutOC1971-0398 - ESTATE OF WHARTON., ReC-B1 (B-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT AGNES ,FOLEY \'ffiARTON {Executor or Administrator} IN YOUR REP L Y P'_EASE REFER TO Inheritance Tax:Divisio1 J In Re:Estate of __JO_H_N_W_''_._WHAR__'.L'_,'O_N_a_l_k_/a _ __W_"A_SH_I_N_G_TO_N County _Fi Ie No._6_3-_7_1_-.3_,9_8 _ Dear MRS.\VlIA:.=ITON: You are h~reby noti fi ed that the O_R_IG_I_NAL__--,-----,-_ appraisement in t~e estate of JOHN W.WHARTON a/k/a has been filed in -he office of the Register of Wills of WASHINGTON Coun-yon JlllE 22\,19-1.?,Said appraisement reflects the following valuations: Real Estate _ PersonaI Property---..!2""';.....3~5~8~.~12~_ Transfers _ Jointly Owned _ Tota I 2,358.12 As to S'J,:h tax that is paid within three months from date of death,a five (5%) percent discount is allowable.As to any tax that remains unpaid after nine (9)Dlon·hs (fift~en months ....hen death occurred from December 22,1965 to June 16,1971,inclLsive; and twelve months when death occurred prior to December 22,1965)from date of dellth, interest at the rete of six (6%)percent per annum is charged. Any pa~-y in interest who is aggrieved by on appraisement may appeal thelefrom as provided by low. Date _-,-JUNE_'_,_,22_,,·.£.,:,-'-,1_9:-;7::-/2 _ TitIe APPDlSER 11 DATE OF DEATH:MARCH 24;-1971 Note:This is not a bi II. -----------------------------------~--~--_.~ RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of WHARTON,JOHN W.a/k/a (Last Name)(First Name)'mitial) DATE OF DEATH 3-24-71 FILE NO.63-71-398 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed klheritance Tax Appraiseu in and for the County of WASHINGTO:~(j{L Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing returA at the values set forth opposite each item b the last column to the right in Schedules "A","B", "C",and "E". Dated:JUNE 22,1972 ~e~~ INHERITANCE TAX APPRAISER REPORT OF THE R3GISTER OF WILLS I,the undersigned duly elected R·~~ister of Wills in and for_WASHINGTON County,Pennsylvania,do resepect- fully report that I have allowed deductic.ns in the amounts claimed by deponent,except as to those items where a:greater or lesser amount i.s set forth in the last ccLJmn to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS 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 VALUE AS REPORTEJ $------.-r......,-r'""l5'"-1h-..,..-;C,)'~•.l.<C:: 2,358.12 none 2,358.12 VALUE AS APPRAISED VALUE AS REAPPRAISED $E $~-2,,358.-------+-- -------+--- 2,,358.\12 ~--=.....=----+--- none V 2,358.12 FOR USE OF REGISTER ONLY Tax on $----------t--~o Tax on $6%0- Tax on $----------+-- Tax on $10% Tax on $15% Exemptions * Total Estate -1-__ TOTAL TAX COMPUTATION OF TAX $--------+--- $--------+--- $--~---_4- $------_4-- $-------i--- $--------'--- (*)~As evidenced by Charital:le Exemption Certificates i!"sued by the Secretary <>fReverrue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::::!:t=== BALANCE OF INHERITANCE TAXJUE $l= Add interest at rate of 6%from to -~-C$---AMOUNT OF ESTATE TAX ASSESS3D $ Estate tax paid $I BALANCE DUE $----JL.- Add interest at rate of 6%from to $--.t=TOTAL TAX BALAW::E $-----_.PAID $_ FOR USE OF REGISTER ONLY ADJLSTMENTS NOTE:Where subsequent adjustm~nts are made to the above computation of tax by the Register of Wills,fo,proper ,eason, same should be noted be10'\",with short explanation. -I1lI.\ Will !...No.AdmInistration IN THE Year . ... MATTER OF THE APPRAISEMENT OF THE ESTATE OF JO~W.Wtl.M'l'ONa/~/~.. Deceased Late of .WASfI:rNQ'l'ON . County of.WASH INGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL I r> >:,'- 'c "',.. .) --_._-,-----------TFun)l 'lCC-2 .COMMONWEA:LTH'OF PENNSYLVANIA DATE JUNE 22',1972.,,.....................................,..................................................... D£PAP..T:ME~~T OF REVENU£...-. •'4.-ea RESIDENT INHERITANCE TAX COUNTY WASHINGTON BUREAU OF COUNTY COLLECTIONS ...........................................................................,............ HARRISBURG.PENNA.171 Z1 APPRAISEMENT FILE NO•.....§?=7..~::~.?..~.............................................. Whereas,............................~g~:..~.~....~.~!~~....~!~(~......:......................................,.late of viASHINGTON..........'...........................................,............................................".......,.,.. in the County of ......................................~Ap.HJN.G.',fQ.N .....................,.......................................Commonwealth of Pennsylvania,having died on the ........................,...............?4t.b...................................,....day of .......MARCIl ...:...............................................1971.....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commollwealth of Pennsylvania; Therefore,I,...................p.QmNJG.....R.~..J?~MA.RJA.........................,.,...,...................,an appraiser duly appointed a·~cording 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 growin~out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred iIi possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the corninohwe dth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such futur~interest. Unit AppraisementDescriptionofAssetValliesMad.for Inheritance Tax Purposes PERSONAL $ .." SEE ~:.SCHEDULE "Btl of appraisement 2.~58.12 :-)- v'-" , ~".>., -,..!I J '..... ....~..~, . . :'.: Having been duly sworn ·"';1~~w.~.~o';"~;~;:::::mentis.made 1~1~formity with law on this ........ .....~...rJ~~.A,on'- ........................~~~"~i ...,Penna.(Post om ) '.,, - H,.....Wf\.$IfI:N.QTON County /) ~... t"> " .~,) ) ~ ... -- .',t " RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ;J.QHN...W•....WHM'r.QN.~!.}sj.~H H H.H Deceased. Late of WASHINGTON Date of Death,HHH..HHH~QHHH?4,H ..:!,..97.+.. App,:aiscillelit'Docket Vol.,..??..':.. Pa e 161~5 T 63-71-398g,HH.H H H H..H..HH No.... Filed in Register's Office,..H.,~??,L 19..7.?. Amount of tax due,$:H '.. DEPARTMENT OF REVENUE Received, Examined and Approved,H .. Wrote a~(),Ht 'Appraisement,H H..H.H .. Appeal f~om Appraisement,HH HH.H H :..,.. Entered and charged,H..H H H .. .. I lJ p ~i~ .....J j_ ;:.4 to •• ..' ::L, L!-._. " ,-' r J -j f~ , -.0; • I •;40-, I WILL. BE I'f REMEI.lBERED,thBtI /~t/)f XW~ BEING OF SOUND AND :rrSPOsl:NG/MIND,memory and understanding; do therefore make,pUblishsnd declare this to be my last WILL AND TESTAMENT,hereby revoking all former WILLS AND TESTAMENTS,by meat anytime heretofore made. FIRST:I order 311 my just debts and funeral expenses to be paid by my exec~tor hereinafte:'named,as soon as possible after my decease.·'4 .'. SECOND:I give,devise end bequeath unto tZtf'n-t-el d-~/~~.1 .all my estate,r~at:personal o.r "Il1Jxed,.of:wh&t~vernature'crt . .l!lnd,and wheresoever situated 'fit '-the 'tlmeo'f 'my decea'se. AND LASTLY~do make,constitute and ap~olnt~~vW~y~ to be my executor 01'this,my last WILL AND T%STAMENT,to serve without bond. IN-WITNESS v71illREOF,I he·v.e-hereunto-set my hand and seal this tenth day ornecember1 J.964.. .V.~')y~AL.).··__/..'..'.L ( WITNESSED -. ~A~.~ .0 0 T .00 T .00 T 996.27 727.50 6 3 3 .75 -.'".<r;e <j ;.6."J i5 .J... /~dO AFFIDAVIT OF EXECUTOR State of Pennsylvania ss: County of Washington Personally beforE me,the undersigned authority,a Notary Public inandtfor said County and State,appeared Agnes F. Wharton,who,being duly sworn according to law,deposes and says that she is t~1e Executrix of the Estate of lJo.hn 'if.Whartor.,a/k/a John Wilbur ~Larton,deceasec,Jhat the foregoing schedules consti tute a ,~omplete Inventory and Appraisement of the rEal ana. personal esta~e of John W.\~larJon,a/k/a John Wilbur Wharton, deceased,exc~t real estate ou:;side the Commonwealth of Pennsyl- vania;that t~e figures opposit3 each item of real and personal estate in the foregoing schedu18s are determined and stated by the undersigned t=be the fair valu3 of said items as of the cate of the decedent'::!death,based UpO:l 8.just appraisement of each item made by the a::ove named Executri:x. .J:;xecu rlX ;:::.....;{-j.-., O *}/~If-.",t'~, Sworn to.and ~ubscribed befo~e ~e ~... Tnventory and Appraisement of the goods and chattels, rights and credits which wer8 of John W.Wharton,a/k/a John ~Iilb ~fuarton,decet.sed,late of S,)uth Strabane Township,Washington County,Penns.ylvania,taken and made in conformity with t~Le above affidavit. •.,.....-.<_.~ Personalty Individually Owned Stocks 25 shares Collmbia Gas System,Inc" com.,39.875 30 shares Lone Star Gas Co. com.24.25 15 shares Moun~ain Fuel Supply -cora. Jointly Owned Stocka with Agnes F.Wharton, his wife.p-~rchased within 2 years of date of death.to wit.March 2li.1971 150 shares American Metal Climax com.33.50 1/2 or 75 shares-Taxable ( 3 shares American Standard Company-eom.23.75 1/2 thereof taxable 5 shares Columbia Broadcasting Company J:om.38.501/2 therelf taxable 29 shares Cincinnati Gas and Electric ZOe com.26.75 1/2 there~f taxable 35 shares Continental Can Co.com.42.6251/2 thereof taxable 100 shares AnE,;,conda Copper Company -com.21.625 1/2 thereof or 50 shares taxable 30 shares Cyclops Corp.co~. 24.2.51/2 thereof or 15 shares ts.:table 3 shares Standard Oil Co. Calif.cem.34.25 1/2 ther~of taxable Bank Accounts 35.60 96.25 387.87 1,081.25 363.75 5,274.47 Savings AccOtL,t #707863 ,Washington, Pa.,Offic9 of Pittsburgh N~tional Bank.In ::lames of John W..\-Iharton or Mrs.Agns9 F.Wharton,his wife. Opened Jaie 16,1969 -$1092.09 On depos~t 3-24-71 IJ2 there:>f taxable 546.00 -2- 546.00 _."'-. Carried for-ward from Page 2 Real Estate A lot of ground situate in th.e Borough of.East Washington,Washington Cour.ty, Pennsylvania~at 133 Penn Street,teing Lot No.4,Block A,in the ~arrick and Long Plan of ~ots of record in Plat:Book 2,Page 54,and being the same lot of ground conveyed to John \1.wllarton and Agnes Foley Wharton,his wife,by Deed of Jeannetta S.McKean,widow,da~ed October 25,1969,and recorded in Deed Book 1308, at Page 159. Value of which a one-half interest is taxable l5,500.')0 7,75°.00 J,.. •.,._..~ .!.t\ l.._ C·JMMONWEALTH OF PENNSVLVAN IA DEPARTMENT ·:>F REVENUE BUREAU OF COUNTVCOLLECTIONS COUNTY OF W.~$.4.ingt..Q.n.,. Form RCC-33 RESIDENT DECEDENT I~)RTANT:This return must be completed in detail a~d f~led in duplicate,with will attached,with t~e . Register of Wills of the County where dec~deTht resided;Return is due within one yr.ar after date of death,unleH an extension is grantee.by the Secretary of Revenue.(Secticn 703 of the Inheritance and Estate Tax Act of 1961.) ..J.9.4P..w...~.N.Y.;:.r;:.;.::...:;,}c~:E~~.:'~:.~.lP\1~}::::~:OFWharton(State full name of decedentJ Late of W:.~~.p.ingto,;n . .County .fIBtlIQS~ Pennsylvania::,:o~~:~~~~~~~-:-_:-:_-:=}'" ....................................................................................................................................'"Agne,s F.Whar..ton,.. of the estate of the·above-named decedent be-ing lIuJy sworn,depose S and say S : ......Exee1ntor .4:..4 ..Washington···T ~U&t Bldg.,Washington,Pa.··15-3Q.l:....·..........· Decedent died l'1I,;l,.:r.cb.2.5 . (Month) Name and address of attorney or} other authorized representative to .. whom all correspondence should be mailed. ............,19........7.1..,]cesta:e leaving a last will,copy of which is hereto attached•.}. (nay)(Year)L-X!~X That as such B.~.!?.9..y.J~.9..r.deponent is familiar with the affairs of said estate and the prc.perty con- (EXt~C\ltor-Adminiatrato.-i Rtituting the assets thereof and the:r fair market value. That at the time of death there '~as no safe deposit box registered in decedent's individual name,or join:ly with,or as agent or deputy of anober,:>r in decedent's indivitlual name,with right of access by anothEr as agEnt or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPosiT BOX RENTED IN NAME OR NAMES OF RELATIONSHI?OF JOINT HOLDERS TO DECEDEN~ Pittsburgh National Bank A~ne3 F.Wharton or John W.Wharton Wife That the contents of sak.safe deposi t box or boxes are itemized under Schedules of this return,with the exception of the :following,for the reE.som hereinafter set forth: That Sc.hedule A attached hereto and made part h~reof sets forth fullv and in detail :1.11 the real property in the Commonweal th cf P·ennsylvania of wh~chlecedent died haVing an interest thereLn.It also sets forth the mortgage encum[rances upon each pareel of real property aJ the date of death,giving the amount still due at death,n8Jlie of mortgagee,date,rl:..te of interest,a~d book and page of record thereof.It also sets forth in fte columns provided there fore the assessed \valuation of each (If said \parcels,the estimated market valu~thereof as of date of death of decedent.\ 1 That Sc.hedule B attached :1ereto and made part hereof sets forth fully and in detail all!p~rsonal propertywheresover situated owned Jy the decedent at th~ti:ne of death;all moneys left by the de~edent at the time of death,whether in decedent's immediate p0ssession,standing to decedent's credit in banks of deposit,savings banks,trust ~anies,or other in~titHtions,whether indiVidually,or in trust for any other person or persons giving ~lso separately the a~cru~d interest thereon,if any,down to tie last interest day prior to decedent's d9'll.th in the case of sEvings banks,and to the date of decedent's death in all other cases;all bonds,po~tal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all otlig~tions,whether by statute or agreemert they are designated as tax free,of the United States,or an,st:l.te,or political subdivision thereof~or of any foreign country,which are owned at the time of death;a~l wearing apparel,jewelry,silverware,pic- tures,books,works of art,housel:cld furniture,horses.carriages,automobiles,boats,and any end all other personal chattels of whatsoever kind or nature,len't b;j,decedent,together with the fairly est.imated market value thereof;all bonds and mortgages held by deced~nt and of all claims due and owing decedent at the time of death,and all promissory notes or other ins:ruments in writing for the payment of money of which decedent died possessed,(.f Whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance J,:>licles carried by decedent;all annuity and endowment contracts the proceeds of which were payable upor:the death of the decedent.;and all the corporate stocks and dividends due thereon and unpaid as of the d.:l-te of death,bonds ard ar:crued interest thereon to the date of"dece- dent's death and other investment ~.ecurities owned by th~decedent at the time of death,with the narket value thereof at such time. ·' In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement .setting forth the character of the business,its location,and such other facts pertaining to the 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 property owned or bequeathed by the decedent at the time of death.. The SChedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a cOllY of the deed,trust agreement or otber instrument creating the trust.Ther.~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Scf>edule 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 intarigible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Scf>edule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims oWing and unpaid at time of death;taxes accrued 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 collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance thereWith. That the totals of the appropriate columns in Schedules "A","B","CO,"E",and "F"as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ., .......day of J1ay.19..~12 . ~~~,~- m m_._~Z~ (E eCt£tor.;Sr1mt~ ....;~}.?~.~.y.~?.:~.~P.~.~.y..~""h.· (Street Number) ....'v!.~~.~~.~.~.??'.!..~.~~.?~?..~. (City or Town and State) NOTE:Before Signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that colUmn #1 in the "Summary"has been properly completed as above-directed. 'RCC-34rt1;64), 'C9~ME'l'IW,EALTH OF PENNSYLVANIA DEFARTMENT OF REVENUE BUEEAU OF COUNTY COLLECTIONS TRt.NSFER INHERITANCE TAX RESIDENT DECEDENT .SCHEDULE i'A'; REAL PROPERTY *t.'" ''II!';., Real property in Pennsylvania,with statement of mortgage-encumbrances upon each parcel at death of dece- dent.Where property held as jo nt tenant or tenancy I:'y ertireties,report on Schedule "E".Property held by the decedent as tenant in commen w'ith another or others,should be identified as to quantum of interest and the estimated value should be II-at of the decedent's hterest only. The real property located In the Commonweo:th of Pennsylvania should )e (l)(2)(3\ described by lot and block number,street on~street number,together with DEPARTMENTage,eral description of the property,with a r~ference to the record of t~e ASSESSED VALUE VALUATION conveyance by wnich the decedent took title·if a farm state number of c-FOR YEAR OF ESTIMATED CAUTIONcres.also statement of mortgage encumbrancoes upon each parcel at deaM DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued irrtereM 011 mortgages,etc.,ore DEATH In this space)to be listed on Schedule "FlO and must not b,deducted from this schedule. NONE I i ; I I ! Insert this total opposite "real propert:,',Schedule "A"in the X X X X X "As ~eported"column on the last page of this return. (' ,, ,Rec -:35 '.-_. COMMONWEALTH OF PENNSYLVANI~ TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL FROPERTY INSTRUCTIONS:This Schedule must cisclose all tangible and intangible personal property owned individually by the decedent,at the time of tis death.Property o~ned by the decedent jointly with another Jr others must be listed under Schedule "Er.Inta~gible persona=-property,titled in the name of the dece:ient,but payable at death to another or otLers,including but not limited to P.O.D.U.S.SaVings Bonds and tenta- tive trust accounts,must be listEd,despite the fact -:.hat they are not of the administered estate. Tangible personal propErty should be listec.first (e.g.jewelry,wearing apparel,tousehold goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,.treasury certificates,cash on hand and in bank,.. stocks,'mortgages,notes,togethEr with accrued intere,t or diVidends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,paEtnership interests,interest in anyundiEtributed estate of or income from any prol'~rty held in trust urder the will or agreement of another,eVll!n though located outside of the State,at -:.he time of death,should be listed in this schedule. Item ITEM UNIT ESTl:MATED DEPAR~MENT VALUATION No.List and descri-Je fully VALUE MARKEl'VALUE (Do not write in t:1is space) 1.25 shares Columbia Gas System,Inc.,com.39.87 ~996.87 q,?&-r7 2.30 shares Lone Star Gas Co.,com.2~_.25 727.50 7~7.S-:0 3.15 shares Mountain Fuel Supply,com.42.25 633.75 ~33.I~ Insert this total opposite "Personal Property",Schedule "B"in X X .2 ~5~\/"2-the "As Reported"column on the last J',age of this return.2,358.12 'RCQ~36 '.-.). COMMONWEALTH OF PENNSYLVANIA TRANS}~R INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRA.NSFERS (1)Did decedent,within two year:;of death,make any transfer of any material part of his estate,withou-: receiving a valuable and adeq~~te consideration therefor?(Answer yes or no)ljo (2)Did decedent,within two years of death,transfer property from himself to himself and an0ther or others (including a spouse)i,joint ownership?(AtlSWer yes or no)No (3)If the answer to (1)or (2)aJJve is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent';;health at time of ma,(ing the transfer.(Note 1). (c)Cause of decedent';;death.(Note 1). (4)Did decedent,in his lifetime make any transfer of'property without receiving a valuable or !l.dequatE- consideration therefor which "':.:.,s to take effect in Jossession or enjoyment at or after his de3.th? (Answer yes or no)~N~o~_ (a)Was there any possibility that the property transferred might return to transfer~r or his estate or be SUbjEct to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime nake any transfer without receiving a valuable and adequate consideratior: therefor under which transferGr expressly or impliedly reserves for his life or any period wh~ch does not in fact end before his deE.T.h: (a)The possession or E-n.loyment of or the right to income from the property transferred? (Answer yes or no)Np (b)The right to desig.ate the persons who s~all possess or enjoy the property transfErred or· income therefrom?:Answer yes or no)_~N~O __ (6)If the answer to (5)(b)above is in the affirmative~state whether the right was reserved in decedent. alone or others __ (7)Did decedent in his lifetime mEke a transfer,the ccnsideration for which was transferee's promise to, pay income to or for the benefit of'care of transferor?(Answer yes or no)No (8)Did decedent,at any time,trersf'er property,the bEneficial enJoyment of'which was subject te·change, because of a reserved power tc .al tel',amend,or revcke,or which could revert to decedent und€'r terms of transfer or by operation of law?(Answer yes or no)No (9)If the answer to (8)above is in the af'firmative,WES the power to al tel',amend,or revoke thE-inter- est of the beneficiary reserved in the decedent alore or the decedent and others? (Answer yes or no)_ NOTE 1:The answers to these questions should be suppJrted by affidavit by the attending physi<:ian as well as a copy of the death certificate. NOTE 2:If answer to any of the !l.bove questions is ye;;,set f'orth below a description of the property transferred,it's fair market valJe at date of death,fates of transfers and to whom transferrej,with relationship of transferees to deCEdent,if any.Submi-:copy of any trust deed or instrument,if trans- fers are claimed to be non-taxabl~also slwmit detailed statement of facts on which said claim i~based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DES:''RIPTION None MARKET VALUE (Estima,ted) DEPT.VftLUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in t~e "As Reported"column on the last page of this return. ,. ·'.,~ RCC-38 CCMMONWE~LTH OF PENNSYLVANIA TRANSFER I~HERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRCCTIONS:This schedule must disclose all property~real and personal,owned by the decedent jointly with another or others,includirg intangibles,stand:-ng in the name of the decedent and others.List real estate first,as entireties,Jr joint tenants,giving brief description,as indieated under SchedulE "A",plus the date and place of I'E-cord of instrument eiffecting vestiture,but do not include enHretieE or out of state real estate valuE in estate valuation column.Personal.property should be listed as ir. Schedule "B',plus date of acquiE::tion,and the name,:::tddress and relationship (if any)of co-owners tc the deceden:.. Description of Property,Date of :tcquisition,Name I un:-t Address and Relationship of Co-OWlers,and Place I Value of Record of Instrument,where Rea~Estate., ')< )< )c NONE percentage Share Estate Valuation DEPARTMENT VALUA~ION CAUTION-Do not W~ite In This Space. Value of Value of Entire Decedent's Property Inte~est ____________________-L-__..L----.J~_:__--_+_-----_+_----., Inser:.this to tal opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. JlCC-37:."(12-63),.'.'.-~. COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ( h . BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwheillegitimatechildrenDECEDENTOFBENEF:CIARYaveaninterest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Acrl"lt=>Q ftl Wh.Ci1"'ton 135 IVIcVehi1 Drive ,0 Washington,Pa.15301 wife yes entire estate I I I I i i j i Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ~IATTER OF THE APPRAISEMENT John W.Wharton,a/k/w John W,i:Ll:rllr..Wh~:r.t;()!1,. Deceased OF THE ESTATE OF .....:J 'i:I ~....(b (b~~e:. CIl 0-.::l 'i:I(b ll:>.... ....- 0CIl'0 'i:I (b.........g ~ ~,... '< ¢-t :0J-l. l:$rtj-J '\<I :0~~(]) P. :'"d~o'cd(]) t; ~ (Executor-Administrator must complete "As Reported"column #1.) .....:Jll:>X~~ C1....oCIlCIl ~ CIl,... ll:>,... (b Year DI"THE t No. Will Administration ,A;~- Late of .S.Quth .StrabaneT.ownshi.p. Commonwealth of Pennsylvania County ofW"af3h:i,Ilgt()!1 --c ~~~&EPrQRoT AND 'APPRAISAL(()(;")c==:':'... :,,'r >CIl Cf) Cs:: 2:::>~ Cf)Cf)-< C':l C':l ?"'?"' ~~ --- ........ :Cf.l --. :0 W:P'::l'":-...brq:='-" ,-'I:"\#: i'\ \ ,:I:,'. \..~/ V \. '*'*~'*'*'*:\..... (\!:N.'"...Wi,.i \~--.\Jl.l !(b >-OJ :'"g ~ ~',,""""l &I"8"I\)I>;,I c... :"\'f-'.,' i' \.-) I ', 1H~, (....J "'J ;.'" .__...c') ...,;,.-(/J (') ...~r~j t')f r!.,. --,~::;.~~. C::~c).....'.....-n C)..r,:-: C):.::::::.r- u r Co>:to-C') '*'*~'*~'* >:r. t:l~--.(";tv....~3 ::l(";c... .." ." Forl)'l ~CC;lO ••...DEDUCTIONS ALLO·....ED IN.•J ill.,oAg.~t THE SlUM OF $..L.\Ll\,>,~ .\~.,q.-,~.1'1,~ ~, STATEMENT OF DEBTS AND DEDUCTIONS l.ATE OF__-'S::;;..=;o..:::u:;.::t""h.......,S::....::<t.=,r...:::a...b::..::a...u-.::..""e---=T...,o""",,'V'''''n=s.::,:hi=·:.J:pO--__ lVIarch 25,1971DATEOFFIl.ING APPRAISEMENT DA.TIi OF DEATH -~~~~;;,,:,~~;....:...~_ ESTATE OF John W.Whar:;:on,a/k/a John Wilbur Whart·Yn OFFICE OF THE REGISTER OF WILLS AND AGENT OF THE COMMONWEALTH OF __-,rf_a_s_b_-i_n.......g'-t_o_n_---..,.COUNTY ,.~.. DA1';!NO.OF NAME :;IF PAYEE REMARKS AMOUNT VOUCH"'" ., Piatt Funeral Home Puneral jill 1,950 00 Immaculate G::mception Churdh Expenses 33 00 Washington,'0 Cemetery Burial crypt 500 00~a. Russell Mari::1.o,Register Letters Testamentary 9 50 Piatt FunerE..l Home Death certificates 2l.J.00 !f~c:{enal E'HQ(c..'f'O+-.Re'TlA~"'- G.Ashton Brvlrmlee lAttorney's fee 600 00 Russell Marino.Register rFiling Inventorv 5 00 ~n IKurtzMonlLmentCo.Marking crv'Ot 00 I Agnes Foley Wharton,wife Family exemption I 1.~00 00 li.671 ~O '. , - i I, ~, I t. COMMONWEALTH OF PENNSYLVANI.-.} COUNTY OF __W.;.;,.,:;a;;,;;s;;,,:h;::,l.;;;;,·;:,:n"-g.....t;:..o,;;.;n~____SIS: ____________A~g.=.n.:!:.le""'s~.:.F_'.~~:!.m~a~r;...;t~o~n:..J,"__HEREBY CERTIFY.THAT.TO THE BEaT OF MY kNOWLI!:OGE AND BELIEF.THI!:FOREGOIN:;IS A JUST AND TRU E srATEMEN·T OF DEBTS.FUNERAL EXPENSES 'AND EXPEC'O/,ISU OF ADMI'~ISTRATION SUBMITTED TO THE ESTATE OF John ~1l.i;lIharton a k a INHE~IT"'NCE TAX PURPOSES.Jonn Wilbu:,Wh _ "~"\L.., (V) ~-y 0..... (J)4:(:)..._l n...-.-J.~'.~!f'c~ f <...::' I-'- .;:)-.,;,'-, C) c:':!-,..-.J ~.•.J .-,,}.".."-..,,.~... rJ)(/) J."., '.'.,,, \, ••'I ,.-......-__--_~__~____o_--••_.•__• TENTATIVE STATEMENT PENMSYLVANIA TRANSFE3 INHERI rANCE TAX /"".Date~.-......eJ t:.,{~I /9'7///'-'./}t7 TO __'~'-:4-'_?'l..f--:..t:..-<_J__\.::;.-=-.1-_I _"_$_c.:;1_...-=---/C_~~__~_===_---_J . _ tJ J DAlE OF~~/'DEATH y,..L#-"~'-.".(~/''/'7 / Date County :rg -//'/.6 Stale /.J_7/__~91Appraised~File ~(::;_.File Go L:." Real Estate Personal Property Joint Accounts Less Exemptions Less Debts·and Administration Expenses _ TAXABLE AMOUNT TAX on _@---_%_------ 'TAX on ------@---_%--------------------- Amount Previously Paid TAX BALANCE Interest from to _ ___%on _ BALANCE DUE CO:rvr.MONWEALTH $ -.3-5"""'0,t~tJ DISCOUNT (5%)IF PAID WITHIN THREE MONTHS FROM DATE OF DEA.TH..J"Y/~~,. /)C-~ T..-rt'...;...-.!!-L .......J..~0 '(..'~J /)"-}///(/----~_.;-!A--~...;,..:.»7'-//'/1 /"/PAY~LE TO: REGISTER OF WILLS WASH!NGTON COUNTY COURT HOUSE WASHINGTON,PENNSYLVANIA ) ( ! I PETITION FOR REFUN:C of Transfer Inheritance Tax. ~.-5-7/-3 f? J~-/t/-.s IN RE: \Jr Jra Docket No.1-182 Est.•0'JohnW.WhartonWashfntonCounty J(~ J .AND NOW TO WIT August 23 A.D.19 73 p I certify that the Jollowing is the action of the Board of .Finance and Revenue of the Commonwealth of Pennsylvania in this matter~ ·11 And now to wit AUgust,'7 A.D.1973 , Refund is hereby granted in the amount of $350.00.n BY ORDER OF THE BOARD OF FINANCE AND REVENUE GRACE M.SLOANp State Treasurer and Chairman ISRAEL P J:.::::KEL,Attorney General C.DeLORES TUCKER.Secretary of the Commonwealth ROBERTP.CASEY p Auditor General ROBERT P.KANE,Sec:r.etary 0:Revenue 0.0,-::h r~e<zcveefO/}/h:.ATTEST:••.••.••.••..•.••..c,•••••••••••••«..~.~~wV . Secretary,Board oj/l1inanceand Revenue'\V Copy mailed to:G.Ashton Brownlee ,on Aug.23,1973 Attorney et LawWashingtonTrust Bldg. Washtngt<m,1>'a" d ,I: .--- ........- ... J