HomeMy WebLinkAboutOC1971-0410 - ESTATE OF HARRIS........
COMMON'W~AETH CF PENNSYLVANIA
DEP"d~~TMENT OF REVENUE
HARRISBURG
R CC-43 (5-65)
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Burenu..of County Collections
26 S.4th Stre~t ' ,
Harrisburg,Pennsylvania
.~
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the folEowing report:
J
NAME OF REPORTING ...~'1'....:.'FINANCIAL I~STITUTION:,"e4l0Q!la'tflone.1'Bank •Twett.COmp_
,.....,.-.
ADDRESS Ma,tn,i<cCl~its••'BtUtsettatJcrn,.P'Ch ~U021 .
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT •I ,.:1"'1641'.'12,$616 ' .;:':''."'
NAMES .ON ACCOUNT·:.'...."".'.'..,.
OR INVESTMENT";~C'atb&ploe'laets ~Q'••'1.'ft.'leaA Me~
,.,
.DECEASED 'JOINT ,DEPOSITOR,
TRUSTEE OR INVESTOR '.~'~.t_tl_t;;...~t...;.;;.~·~'.=.=.'1;:..:.::.;:·1::..:::"$::,..·_
ADDRESS liJ)a~lW1s~lt$to_.''a.'lf021
DATE OF DEATH n.eemb6r·1"19YO '
SURVIVING DEPOSITOR,.
BENEFICIARY OR INVESTJR._....:I::...e....;:8:.:::;h::,....=Mc..:;,,·,;;;.,Cu=··.::::..,·,_.'_
ADDRESS RD),"jJ.X!'Qtittd;o:m~PI;'lSO:A
RELATIONSHIP TO DECECENT __--lSllt:···b~·~':.!i!:ep!!::..,'·_"~_'---_
DATE DEPOSIT OR INVESTMENT
WAS ESTABLI SH ED ---..J,iiaL!!!'~:A:~Jp.;i":ie61!1:.~'Bw;.'&m.''.-c'iJ..-.•-.lrl..8""'~.~'~·_rl:l$~···~lppiOee.:(lt~..•'S~."re·.&.;lr!J-'-
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $.$a..ooo.OO',''.$=lL.:,O::.;::O;::::.Oz.;::.O=O:...._
S 606.60 ,(2)/~~..:-Y\s-O.J60
0%~.L-o .5-;/-7/::;Oo~~...s()
RCC-"-\~11-69)
"COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVElolUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
'.OFFICI.Ab NO"I:E OF·INHERITANCE TAX
APPRAISEMEHT AND ASSESSMENT OF I
ASSETS NOT SU BJ EeT TO ADMINISTRATION
Date:__D_e_c_em_b_er_2_9--L.i1_9_7_0 _
15021PENNSYLVANIABIlRGETTSTOlvN,
County Washington
County File No.-:-__
Bureau File No.6.5-'/J -po
~e have received notice tha~~~~~~~~~~~~~~~
on December 7 19-1.Q YOt.came into owne'ship cf certain property through .r r
~',To',.'':'t'transfer frorr.,CATHERINE HARRIS,deceased.
TO:--to&.I.....EI.aA..uNI...-A:.IM"""c..wC.lol.U...E _
R.D.#3
Under the Inheritance and Estate Tax Laws of the-Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance hlx due is impose.d upon you,as transferee.
The property on which tax is hereby assessed consists cf:Jt.Bank Accts.(1)##50647 &(2.)
#125616,held in the ME[LON NATIONAL BANK &TRUST COMPANY,BURGETTSTOWN OFFICE,
BURGETT~TO\lN,PE~~SYLVANIA.In the names of 6ATllliRINE HARRIS IN TRUST FOR
JEAN McCUE.Opendd,(1)8-15-68 &'(2)8-18-69.Balance as of date of death,
(1)$2,000.00 and (2)$1,000.00
al,Praised by the Commonwealth,as of the date of del1th,at S 3,000.00
00 %of this amount is taxable at the rate of 15 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$--------
AMOUNT OF TAX DUE 450.00
,0 If you pay the above amount within three (3)month;
of the dntfc of 1ia'of the dec:.r1ellt,or on or
before •arc '.19 you may deduct J .
discount of 5%of the amount of tao<due,or 22.,50'-_.-'------.--
o This tax became delinquel1t,fifteen (IS)months
after the date of death and,in addition to the
tax,statuto;y interest at the rate of 6%of the
tax per annum is also due as of *_
19__in the amount of -'------------'
A~SESSED BY:_
(Agent for the Commonwealth)
*If the tax is not paid by the above date additional
interest is due .at the rate of 6%p~r annum until
paid
TOTAL AMOUNT DUE
APPRAISED BY:~=---L4----("'~~~~~
$450.00
$=============
IHSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable t:>:
c;J~cfl!~o (?0
~/C;;ltl~/
k#8rll'lClI£/...
To insure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bri ng it to:
xecutor,admin is trator,attorney or other persona I representat ive of ihe ,ealth,list below the d~te ePLd,n.ame and address'of the person to whom ,"
d the amount...-<.,.',.,....,,.-...,;....
of Payee Officiallitle ...Amount Paid "-",:.c -,i'.....;
..
.'
..~-,'~
date of death of the decedent,you personally paid funeral expenses
funds derived from the property herein taxed,such amounts expended
t the gross value of the property in the computation of tax due.If any
ollowing tests,it is recommended ·that y~u itemize,the payments below,
ice.The Register of Wills will examine the debts clajmed and·allow
The tax will then be recomputed and you will receive an amended
ET ARE THAT:
ble for these debts,and
the account or property described above and can furnish proof
d,for tax purposes,'by an executor,administrator or other
nt handling the administration of the general estate of the
SCHEDULE OF DEBTS
Description of Obligation Amount Paid
.
,
TOTAL $
attach separate sheet if requ ired)
)
SS:
)
hereby certify that the foregoing is a just and true statement of
decedent,,for which I
payout of the property herein taxed.I further certify,that to the
same debts will not be claimed by any other person,for inheritance
THIS DAY OF
--Signature of Taxpayer
EPORT OF REGISTER OF WILLS
r of Wills in and for the above county,do respectfully report that I
the total amount of $•
Register of Wills
---"
Name and Address
Name of Pa ee
Date Paid
Date Paid
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF:_
I,------,..-~-
funeral expenses and other debts of the
was legally responsible and which I did
best of my knowledge and belief,these
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME____________19
R
Date of Approval:_
I,the undersigned,duly elected Registe
hove allowed deductions listed above in
If you have already paid this tax to an e
decedent for forward ing to the Commonw
you made payment,their official title an
2 -You actually paid these debts out of
of such payment,if required,and
3 -These same debts ~re not also c1aime
personal representative of the decede
decedent or any other transferee.
THE THREE TESTS WHICH MUST BE M
1 -You were personally legally responsi
Under certain circumstances,if,after the
or other just debts of the decedent,with
by you may qualify as deductions agains
such expenditures meet all of the three f
execute the affidavit,and return this not
those which he determines to be proper.
assessment of tax.
·;::..:\;},";,',.'::",:_~'l::".-',:'.~~.
Fonn RCC-2 ".
~_...--'h"'h4p~~.J.::h'h?Q""hh+..9..7~"hh"hhhh"'"..COMMONWEALTH OF PENNSY:"VANIA DATE ...........
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX h"h.W.~.§.h.i:.p':g1?.<?.!lhhhhhhhhhhhhh';."..•..COUNTYBUREAUOFCOUNTYCOLLECTIONS ..............
HARRISBURG.PENNA.17127 APPRAISEMENT
FILE NO.hh'h.7.1??:?~:4.¥.gh'hhh"hhh'h"'hh'h h.h.hh
Whereas,....................................................C.g,tb.~.r..in.~....li.~.:r.;t.~........................................late of ............................!?~.g~~~.~~.~~.......................................
in the County of ............................................W~s.hingtQ.n.....................................................Commonwealth of Pennsylvania,having died on
the ..........................................J?.~.v.~nt.h ............................day of .....h...................p.~.9..~'9.....~!......................19......7.~seized and possessed of an estate
subject to Inheritance Tax under tne laws of the Commonwealth of Pennsylvania;
Therefore,I,........................................EB.t.NC.ES.....LEQ........................................................,an a;>praiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said e.sta;;e,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for :-ears,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
,of Asset Unit AppraisementDes,rlptlon Made for InheritanceValuesTaxPurposes
$
H 'R~n1<A,..,..ts (1)##r:,061L?&(2)#125616 held in the MELLON NATIONAL
BANK &TRUST COMPANY.BURGETTE·TOWN OFFICE,BURGErTSTOWN,PENNSYLVANIA.
In the names of CATHERINE HARRIS IN TRUST FOR JEA:~}'1c8ue.('pened
(1)8-15-68 &(2)8-18-69.Balance as of date of death,(1;
$2.000.00 and (2)$1.000.00 3,000 00 I
I
I
I
I
I
I
,
form~V:fh~:~:rh~w<>rl1aCC<l~~~'~a~oT~b~C":=~¥~;::=en~~?~:
Appraiser
.................................................................."..............................................,.....................,......................w:(Numbet and Street)
.......................................~.............................................,Penna.
(Post Office)
w.<:I.~~f.lg~<:>~.County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
....Gathe.~:i.,p~gCl::r..r~~.
Deceased.
Late of
Burgettstown...,.
Date of Death,J.2.~7~7Q .
Appraisemel!t Docket Vol.,.
Page,.No......63-71-410..
Filed in Register's OfJice,Apr.i.l ~'O.19...7;)".
Amount of tax due,$..
DEPARTMENT.OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal f"om Appraisement,..
Entered and charged,..
#'
II'
.>
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIV[SION
..
IN RE:
EST.\TE OF:
CAT~ERINE HARR:S,
DEC3ASED.
)
)
)
)No./'3-7/-'LJ /!J
)
)
)
PETITION FOR DISTRIBUTION
UNDER S$CT:ON 202 O~FIDUCIARIES
ACT OF 1949~AND CLAIM FOR FAMILY EXEMPTION
TO THE HONORABLE,THE JUDGES OF THE SAID COURT:
The petition 0::GEORGE HARRIS,by his attorneys,Bloom,
Bloom,Rosenberg &BloOD,respectfully represents:
1.That Catherine Harris d~ed on December 7,1970,and
her residence at the tiDe of her dea::h was Smith Township,
washington County,pennsylv~nia.
2.That your petitioner ~Nas the husband of the decedent
and he did form a part of the decedent's household at the time
of her death.
3.That the petitioner is -:he surviving spouse and
and was marr~ed to the dece~ent on October 14,1967,at West
Alexander,Washington County,Pennsy:"vania,by the Rev.Jacob C.
Ruble.
4.That the decedent died testate and no Letters were
granted on her estate.
5.That the sole ~eir is your petitioner by reason of
the fact thas the assets 'in this estate are not sufficient to pay
both the fam~ly exemption aDd the spouse's allowance to which
your petitioner is entitled.
·'
f
....".
6.That your petitioner is entitled to the family
exemption of One Thousa r.d ($1,000.00)Dollars and the surviving
spouse's allowance of Tv."enty Thousand ($20,000.00)Dollars.
7.The follo~ing is an itemization of the assets of the
said decedent,which cor.sisted solely of cash.
(1)MELLON NA'IIONAL BANK AND TRUST
COMPANY,savings account ...•..........••$2,375.57
(2)UNION NATIONAL BANK
checking account $658.71
TC'TAL ASSETS OF ESTATE----------------------$3,034.28
8.Your petitioner has made the following disbursements
for debts incurred by the said estate:
LeE Funeral Home •............................$1,024.00
Mor.tefiore Hospital,last illness............279.36
Ou~Lady of Lourdes Church,cemetery lot.....70.00
Gaydos Monument Co~pany,grave marker........125.00
Dr.James Bress,m=dical services............30.00
Dr.Bach,Montefiloi::'e Hospital,medical services 30.00
Bloom,Bloom,Rose~berg &Bloom,attorneys'
fe:e .....o ••••••••••••••••••••••••••••••••••••150.00
Russell Marino,Re'Jister of Wills,Administra-
tion expenses for settlement of small estate.10.00
Russell Marinol Ag~nt,Transfer Inheritance
Tax...........................................20.3·6
TO'rn.L EXPENSES OF ~STATE----------------------$1,738.72,
A p:"otostatic ·:::opy of the Tentative Statement of
Pennsylvania rransfer In~1.eri-:ance Tax receipted by the Register
of wills is attached hereto and made a part hereof and marked
Exhibit A.
9.That the balance,namely cash in the amount of
One Thousand Two Hundred Ninety Five and 56/100 Dollars should be .
distributed to your peti-:ioner on his family exemption,which is
claimed herei:-1,and his statutory allowance,as claimed herein.
10.That the only other surviving heirs of the
decedent are:JEAN McCUE,sister of the decedent,whose address
is R.D.#3,Burgettstown,W~shingtonCounty,Pennsylvania;and
,-.
WILLIAM McCUE,brother -:::>f the decedent,whose address is R.D..#3,
Burgettstown,Washingto::1 county,Pennsylvania.
11.Your petitio:1er has given the required ten (10)
days notice to the said surviving heirs of the decedent and has
also sent to them a copy of this Petition and informed them of the
date and time of the prasen~ation of same.A copy of the said
Notice is attached here::o and made a part hereof and marked
Exhinit B.
12.Your petitioner further avers that all of the debts
of the said decedent have been paid by your petitioner and your
petitioner has no knowledge of any other debts of the said
decedent.
Respectfully submitted,
BLOOM,BLOONI.,ROSENBERG &BLOOM
B
I.C.Bloom,Attorne for
George Harris,Peti ioner
I
"
and belief.
Ibefore me this,21st day
1971.July
ROWENE EBElING;Notary Public
My Commission Expires February 8,1973
Washington,Washington eOUlty,Penl}a.
COUNTY OF WASHINGTON
Perscnally appeared ::)efore mE,the undersigned
·.
:SS:
;r~J 'f~~Notary Public
Sworn and Subs~ribed to
of
are true and correct to tte best of hiE information,knowledge,
COJ).1MOl:-JWEALTH OF PENNSYLVANIA
I authority,GEO~GE HARRIS,who,being sworn according to law,
I
deposes and sa};'s that the facts set fo.rth;,in the within Petition
.~'-~'.............-..-...----,-...,.--..--~...,....~....-...--._-,....-,........-.-....~.-----
TENTAT:VE .S1'ATEMENT
P~SYLVANIA T3ANSFFR·INHERITliNCE 'I.AX
ESTATE ~.~DATE OF
OF__......_=x..~:.>.o<Jo....1....a../l....dL=.~-+-._.L.=·......,..~~"""'-D,EAT:i _
.Date C:>untl-State 7'J JApproisedFUe-File&3 -/-..,./0
Real Estate
Personal Property
Joint Accounts
Less Exemptions
Less Debts and
Administration ExpeLSes _
rA.XABLE AMOUNT
TAX on @;%~_
------,,----
TAX on @;%.__
hmcun-Previously Faid
TAX BALANCE
Interest from to _
___%on _
EAL.I\.N:E DUE COMMOt<WEALTH
DISCOUNT (5%)'IFP.l\.m W'ITInN THREE MONT:iS
FROM DATE OF DEATH.
------"-----
PAYABLE TO:
REGISTER OF WILLS
WASHINGTON COUNTY
COURT HOUSE
WASHINGTON,PENN!:YL'IIANIA
..------.,.
(,/),r,()~''~~,~'
-.."R.g;'ler~~
Gcm:nonweaLh of.FennsyI-lan...a.
-£,.'()r-~Q 3 /rdl.oc .~
e;(7.~.lnl
:~::X:HIB iT itA It
~--~----~----.----------------~-----~--------.~o~~~RECEIVED TWENTY and 100
Geor&e Harril -IDt.represeniln;J Pennsylvania Inheritance or
~n1L-m~OJ4-..Il,IXlH.~lU]iSlSBBI~tLlt.."U::ntL_~E~;t~a~kl~T<u~:..c~u~e~fr~0~m~th~e~fo~II~OW~in~9~e~st~a~fe~:-----~IFrom:..4
Address 200 WASHINGTON TR!JSr SUI NG 2~Tax on $...,...-"-----------1:
WASH:NGTON ?INNSnfANIA.15301 6%Tax on $339.36 $1 .2LII~UL__..
File No.63-71-410 Date of Decith........s.;:;;..J....;;;;..L...X~-I 15'"Tax on $~•
$,,---------11
Date of Paymant __--J!:.=:':L-=.~~1:.:9'-!7~1=__~
Name of Dece~ent --=C:.:~=.:T:.:B=BRI=:.:NE=·::.-.:::HARR==I:;;::S~____!
'9t>'Tax on $$'.
Estate Tex,~ct of
May 7.1;27
County __--....:W:.:AS==B::..:!I:.:NG~T:..:O:..:.:M=-------__!
Remarks:
MJR
.;Jt.£
TCTAL TAX CREOT
'less five perc..n-l·m ·)f :ax If
paid within three months after
date of death
PI",s interest .t tI-...r'3te of
__%from _
to _
$1__--=.;20~.!..::3:.::l6~_
$--------
$,---------
SEA l TOTAL AMOU'Ir ?AID $===2~Q!!::!'.!:!!3~6~=:1I
NOTE:To be delw...ed to taIqMIy..
Re:eived by >-:Z::;~!t..o'lIIUl.o6--I:::J~~~~&;-------1i "NOTE:In oc.:.pllng Ihe IraN:.r In''-rllan~Dl on future "101..,p-I.r 10 the ~tolh of Ih.IF,i!
I.nonl or I.nanl f..r y.orl,01 .vld.nced t y thll -fapi,Il II und.rslood IhJI the ':Om nonw.ollh CI<I I .~
nol b.precluded or pr.v.nl.d fro,"h.r..mt.r ell_lng oddlHonol Inh.rIIJr<e loe 01 the d.ath of .I
Itf.I.nonI or I'Mnl for y.arl wh.n.v.r II appaan Ihal IUch oddltlonol I...mar b.,.gally due an~lj
coll.dlbl.for any ftalon wholscev".
II ;
1-----··--",------------
3XHIBIT "A"
IN THE COURT JF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHA~S'COUR'T DIVISION
IN RE:
ESTATE OF:
CATHE~INE HARRIS,
DECEASED.
No.63-71-410
TO THE HEIRS,CREDITORS AND OTHER PERSONS
INTERESTED I~SAID ESTATE:
NOTICE is hereby g:.ven that GEORGE HARRIS will on
August 9,1971,present ~o the Orphans'Court of Washington
County,Pennsylvania,his petition for spouse;}s allowance and
family exemption.A copy of the said petition is enclosed for
your full information.
You are hereby notified to make such opposition,
exception or objection known to the petitioner before the date
of the intended presentation of such petition,or to appear in
Court on that date,in person or by counsel,and make same known
to the Court,failing wh:.ch,the Court may assume that you have
no objection ~o the enclosed petition.
George Har.s
EXHIBTT "B"
,.
IN THE COURT OF COMMON PLEAS OF ~wASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:)..
ESTATE OF:
CATHERINE HARRIS,
DECEASED.
)
No.63-71-410
DEC R E E
AND ~OW,this '1~ay of August,1971,upon considera-
tion of the annexed Peti-:ion and pursuant to the provisions of
Section 202 of the Fiduciaries Act of 1949,as amended,the
following pro?erty of the Estate of Catherine Harris,deceased:
Cash in the a:nount of $3,.034.28,is ordered to be distributed
and is awarded as follows:That the !J1el10n National Bank ,3.nd
Trust Company savings account in the amount of $2,375.57 is
hereby awarded to George Harris;and the Union National Bank
checking acconnt in the amour,t of $658.71 is awarded to George
Harris,making a total award of $3,034.28,and the said banks
are hereby ordered and directed to make payment to the said
George Harris accordingly.
Payment anddstribution are accordingly so decreed and
George Harris is authorized to receive,collect and distribute
the property as hereinabcve set forth,.and to make any and all
necessary assignments anc transfers.
",.
,.
.Form N~:62 (6-70)THI~':';;;;EQ:;;:~~ALL ESTATES WITH GRosa ASSETS UNDEJ:'~:':~U;DE:'~~C~IO~701 OF ACT OF JUNE 16.1;:1,HJ''''''''(l
EFVEC'llVE JANUARY 1,1962.(FILE IN DUP:"ICATE WITH COPY CF WILL ATTACHED),/>~(P 8 -7 J -~I ()
~~,~l OFFICE OF THE REGISTER 0=WILLS
i
County of ,.W€i.sfl;t~Ag'!:9.11 .
. .~~.QJ;g.~.~.q~:J:'.i,~..,'., , ,0:.~:'.R~.:l~!.,~':l~.g~t.~f?t~VfJ;1,1.)?~!.
(Namel (Addrella)
being duly ~~~_!!.::ccording to law,de:>oses a:1d says that he is the §~J§!h§Jf _
.(Exec.,Adm.,Legaree,Etc.)
of the estate of ~~~~_:g~~~__~~~_~.whose aast residence '\"as---~-~---P..:--J~?--~---~~~(gs -~~)--~~}:-<?-~!------
(No.)treet
----------------..de::eased,and that the whole of the estate ef said decedent,who died __R.~~_~I,J~2_Q
(City,Borough or Township)(Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITE STATEMENT OF MC'RTGAGI:ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT-OR TENANCY BY ENfIRETIES.GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
NONE ,NONE
.
Personal Property
Savings Account,Mellon National Bank and Trust Company A//-1,
~'Y T"
Account No.63-20389 $2,429.01
Checkinq Account.The Union Nation~l Bank of pittsburqh IIAJ -
P/Y~'f'J1
Account No.73-41157-2 $628.71
(
I,.
NOTE:You may expedite the processing of this return .by fiIi 19 with it,and as a part of the return,
letters from'financial institutions or mortgage Mlders,certifying to amOUnts on deposit or owed by·the
decedent as 'of the date of death,'Such letters must be 8igned by a responsible offfceI'of the financial
instItution or mortgage hvlder ar.d indicate clearly amounts of p.:'incipal and interest in the decedent's
account at the date of death anc.the type of account,account number and the exact name or names in
which the account is registered,'
c _pN.iMWI4••......."?-Ji!'W,.,......._'"
Jointly Held Property Estimated I
Value ,j
r ',,-
~..-.i -
None None
"..;
-
-
Transfers within TWO YEARS Prior to Death
,None None
r
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
None
-
BENEFICIARIES
--RELATIONSHIP .SURVIVED AGE OF LIFE ..
BENEFICIARIES AND ADDRESSES (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,'(ested,contingent or otherwise,in estate.)are involved,set OR NO,AT DEATH OF IN ESTA'TE
forth this fact.)DECEDENT
Georqe Harris Husband 'Yes ..100 %
..~
"'.
..
___J
#.-.--NOTE·List tlrst five items in the spaces so };-rovided,observe notations thereon,and instructions
RE~D~NT DECE;DENT
DEBT OR CLAIM
DEBTS AND D ::DUCTIONS CLAI:M!:D
--·NATURE OF SAME·
Funeral expenses paid
AMOUNT THIS COLUMN
i-KEGISTER ONLY
$1,02400 $
FamilyexemptioT.(will Tot be allowed ulilessdecede~t died resding wi-:h a spouse or cHldren.)
Administration Expenses ..
Counsel fees ..
1.00COO
lCOO
l5COO
1--....,1 Fiduciary
OTHER DEBTS AND CLAIMS
c-:>mmissioll ..None
;(*)See Note b~low
Montefiore Hospital
Montefiore Hospital
Our Lady of Lourdes Churc~Cemetery Lot
Gaydos Monument Company Grave Marker
Dr.James Bress Medical Services
Dr.Sa.ch,Montefiore Hospi-:al Medica:'Services
24 .3)
3E .0:>
7(.0)
12c .0)
3(.0)
3(.0)
':'otal $2,718 36 ~t..,Ilf J L
Note:The estate agrees t.o advise the Register 0:Wills if the amoud actu~Uy paid in settlement of any fee,commission oi'debt is greater
or less than the estimated amount claimed and allowed.~.I
Sub""''''d and 'w<>m '0 b.fore n"'bi,~9.l;h ...............lXJ .....i~;;'in;}:!f!:?'~/·.
....day of"~~y.,19..7.1 ..~p ~..#~.-_......~~~/~1'~~\Y~~~.~~~L!~~,.N'l."~P'~"1973 (S,,..,.,Numbor)
~Commission Expifes F~bruary ..~~-t;g~.i;.~l?~9~(..~.~~J:?~y.]:Ycp:~:!_.~.J?92l
-"ashington,Washington {;OUQty,Penna.(City or Town and State)
Having been duly sworn according to law,I 30 hereby ce.rtiFJ that the-above .appraisement is made in conformity ~ith law on this...'I.q~day of ..,,~~, ,..,19.t-:rI.AI}.n.,~
-~~c&.J ~..
I-n the event that any futul'e interest in this estate is transfel'l'ed in posse::sion or enjoyment to collateral heirs of the decedent after the
i expiration of any estate for life 01'for years,the Commonwealth hel'eby expressly reserves the right to appraise and assess transfer-inheri-
tance taxes at the lawful collatel'al rate on any s~h future interest.
REPORT OF TH~.REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for ...(...,~.,)(9.'!'~f.A1V ~~.?..~..~County,Pennsylvania,.do respectfully
report that I have allowed debts and deductions in the amounts clairr.ec.by deI:onent,xcept as to tho items where a greater or lesser amount
is set fortll in the last column to the right in satid schedule above,which greater or lesser am(U"lt repre ents the sum allowed as ~deduction.
Dated:t-.t.:-:.l q:-..'1.}..............'\'~e~~L~~i~"".
,~
/
)/
-'~J -Form No,RCC·62 (6·70)
Will lAdministrationSNo Year .
.,,""-,.."'.1 \..!,I'",j(,,..c·.",_"I"~IN THE ..
MATTER O~1~~l\~pi~~dtM~kT
OF THE
n'.'r··..r.,.I'.'")"10~)t""",I r 1\\,',Ik -~;.r~:o.F,r~'WI L'LCr'.GIJ i ~.I,~,r "I ,;)
r.'ASilIN';TON CO.,Pt~.
..9A~~~'N~.M~~.:I;~.
Deceased
Late or:Burgettstown...............................
County of .Wp..~1:l;i..ngt~IJ..
Commonwealth of Pennsylvania,
REPORT AND APPRAISAL
.,
,.,
MELLON NATIONAL BANK AND TRUST COMPANY
BURGETTSTOWN OFFICE-MAIN AND MCCLURE STREETS
BURGETTSTOWN,PENNSYLVANIA 150,21
May 4,1971
Bloom,Bloom,Rosenberg &Bloom
200-210 Washington Trust Building
Washington,Pa.15301
Attention:I.C.Bloom
Re:Estate of Catherine Harris
Account No.63-20389
Dear Mr.Bloom:
In answer to your letter of May 3,1971,we are
pleased to inform you that the exact amount of
money in the above mentioned savings account
is $2,429.01.
Very truly yours,
'J "V..IJ(,/;r~'f,/~-I';it oG)/j;,~vf/M':::~D(~ffert
Admw:r:;st.
" r..""~J _.
./
THE UNION NATIONAL BANK OF PITTSBU'RGH
MCDOf\,ALD OFFICE
McDONALD,PENNSYLVANIA 15057
May"1971
Blo:>m,Bloom,::?osenberg &Bloom
200-210 'Washington Trust Building
Washington,Pennsylvania
InRe:Estate of Catherine Harris
Account No.73-41157-2
Att~ntion:I.C.Bloom
Dear Mr.Bloom:
Replying to your letter of May 3,1971 requesting
the exact amoa~t of money in the checking account of the late
Mrs.Harris,or R.D.#2,Burgettstown,Pennsylvania,being
account No.13-·~1572,we giTe you the following information.
~hecking Account 73-41157-2
Mrs.Catherine Milne Harris
:to D.#2
3urgettstown,.Pa.1502l
J_ccount Balance April 30,1971 -$628.71
Very truly yours,
McDonald Office
1lNI~~O~AL BANK.O.F.PIT.TSEURGH
.~~~~
C.G.Williams,
Assistant Vice President &Manager
RCC-43 (5-65)
J
.~.
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collect ons
26 S.4th Street
Harrisburg,Pennsylva;nia
Dear Si r:
Pursuant to Section 742;Pennsylva1ia Inheritance and Estate Tax Act of 1961,
we herewith submit the fcllowing report:
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR __-=:Ca=-t~:b~;e~.~i~n~e...!H~a2:J1~Il'J!!!;:la!!..·_
ADDRESS BDa"au_td;i;stOl:J.G.,"Ir ISO.'
DATE OF DEATH .Oa4.f).",19.7.
SURVIVING DEPOSITOR.
BENEFICIARY OR INVESTOR Catb.t;."."L.IIcOu
ADDRESS Bt1P8,*trs»OVO.Pe.JS021
TITLE
RELA TI ONSHIP TO DECEDENT_...81li11iJ-aD.:ftlllleiZio1j!:::·.~'o:&ii"II.l!!!.:4iol.a1t:t_':-,--_
DATE DEPOSITOR INVESTMENT
WAS ESTABLISHED ,,----:l$c.::.:.illliolllt8d=.·'iL;'L-..----------
BALANCE,INCLUDiNG INTEREST
DUE,AT DATE OF DEATH $$~2,,.sO;.l>,Mw··,te....uD~O-·--:._
?··~oo.;:;o .Alor,6 °0 ..,0'<;)/S-~
'-'"/0';:;.:;55 §~"'--'-"~.'Ty~~*"'-~__.,L,,J.J4...p....,.4-__5J1:-7-/-;)~-'
,<cc-q4 (1-69)
COMMONWEALTH OF PENNS:YLVANIA.
DEPARTMENT OF REVENUE
"BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL..NOTICi:OF IblHERJTANCe TAX
APPRAISEMENT AND ~SSESSMENT OF
ASSETS NOT SUB·JECT Teo ADMINISTRATION
0"6',
Date:December 29,1970
County __,;.;..;:va=s=.:h=1::,:·n;::.cg~t"""o"-,,n,,,-·_
County Fi Ie No..3 £//C :2.L
Bureau File No.~..3 -l/-t//O
TO:CATHERI~~L.McCUE
BU~!~,PENNSYJ)hAJlIA 15021
Ie Ie<.~~fd~,~~~--1~.3 '
We kve received notice that,JSXC"I{~&~X«!.liJG{XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
on'December 7 191.0-,you came into ownership ofl certain piroperty ,.d~
~xig(OO~~~~~X transfer from,CAmHERINE HARRIS,deceased.
Under the Inheritance and Estate Tax Laws of the :omme.nwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tal(due s imposed upon you,as transferee.
The property on which tax is hereby assessed consists 0'::Jt.Bank Account #125615,held in
the MELLON NATIONAL BANIC AND TRUST Cm·1FA!\TY,BURGETTSTOWN OFFICE,
BURBETTSTmm,PENNSYLYANIA.In the,nam.es of mXKUNXXUU CATHERINE HARRIS
IN TRUST FOR CATHERINE J~.McCUE.Opened,18;18-69.Balance as of date
of death,$2,000.00.
appraised by the Commonwealth,a,s of the date of deeth,at $2,000.00
100 %of this a,mount is taxable at the rate of 15 ,%
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
ASSES~ED By:_
(Agent for the Commonwealth)
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
Dlf'you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before March 7 19 71 you may deduct a
discount of 5%of the amount of tax due,or
o This tax became delinquent,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
*If the tax is not paid by the above date additiona~
interest is due at the rate of 6%per annum unti I
paid
TOTAL~~T DUE
APPRAISED BY(O ~~'
(Inheritance Tax Approis r)
r
$
$2,000.00
300.00
300.00
$--------
$::::::::===============
Make checks or money orders payable to:
~~.g S<:J(J·c:JCIh"'?;!/5'?/
;1:.#}!//J/O(
To insure proper credit to your account
this Offic ial Notice must accompany
your payment.Mai I or bring it to:
com1T m)"Si
WASHINGTON,PENNA.153uJ
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 th~date p,aid,name and address of the person to whom
you made payment,their official title an'd the O'1'11ount.,lO'.,........,.'".'•~"-"
\\~,
Date Paid Name and Address of Payee onic;ial Title Amount Paid
5S:
Under certain c;ircumstances,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.lfany
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 Of _
I,hereby certify that the foregoing is .0 just C1nd true statement of
funeral expenses and other debts of the decedent,,for wh ich i
was legally responsible and which I did payout of the property herein taxed.I further certify,that to the
best of my knowledge and 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 0'Taxpayer
REPORT OF REGISTER OF WILLS
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
have allowed deductions listed above in the total amount of $"
Date of Approvol:_
Register of Wills
Fonn RCC-2
.DEPARTMENT OF REVENUE.-
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.77 727
CO~MONWEALTH OF PENNSYLVANIA
RESIDENT INHERITA'NCE 'tAX
APPRAISEMENT
DATE ~.~~?4.J .+.<tl..J.::..
COUNTY w:Cl:.f:j.h:!::l'lg~.9.!l:..
FILE NO §?:.?..~:4.!~.
Whereas,CATHEROO HARRIS late of JHmQ~':r.1'.~.r:r.QWN .
in the County of ,W&?.HJ..NG,TQN Commonwealth of Pennsylvania,having died'on
the ~~.Y.~.~.b._day of w.~.~~~.~.~19.?~,seized and possessed of an estate
subjectto Inheritance Tax under thE.laws of the Commonvrealth of Pennsylvania;
Therefore,I,I.RAl~C.~U;Q~,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferreCi in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future intEorest.
r::'escrJptlon of Asset
Jt.Bank Account #125615 held in the MELLON NAT:ONAL BANK.&TRmT CO.
BURGETTSTOWN.PENNSYLVANIA.In the names of CATHERINE HARRIS IN TRUST
F(!)R CATHERINE L.McCUE..Opened.18-18-69 Balance as of daj;e of death
Unit
Values
$
Appra',sement
Made for Inherllal'lCe
Tax Purpoles
I
.~~
.I,
I
j
'I
.......................................................................................,.~-.._~.?(..../Number and Str,e.t)
..........................................................~,Penr.a.
......WJl.$H.INQ~N
-....-'~
County
,
.I
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
...................QA'l:'JI.E.~~JN~....~:IS.
Deceased.
Late of
BURGETrSTOWN.,.
Date oj Death,J2.~7.~7.O'.
AppraisemeHt Docket Vol.,3.~L .
Page 162-9 1\T 63-71-410,HO .
Filed in Register's 0 fJice,~q~.n ?4.19..7~..
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,......;..
Examined and Approved,..
Wrote abo.ut Appra.isement,..
Appeal j"0#1 Appraisement,..
Entered and charged,..
~
l
i'
,
Rcc-al (2-64l
:OMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTlO~S
INHERIHNCE TAX DIVISION
~OTICE OF FILI1G OF APPRAISEMENT
GSORGE HWUS-SOLE HEIR
IN YOUR REPLY PLEASE
REFER TO
j
In Re:Estate of .l.lCAA.J..TuHE~RIIJo"l"NELlLI,;L....JHA.L.II:~RJ.lRJ..lS....:I.:..'_
____-..!!WInA!o!.SHI!Jo!,...lN~Gu.TO~·.u.N Coun.ty -File No.63-71-410
Dear Mr.Harris,
You are hereby notified that the __~o~r=iQg=i=n~~=l~-----------
a.ppraisement in the estate of CHATIilRINE HARRJS·
has been filed in the o::fice of the Regist.er of Wills qf.Ji~WASlUNG'IPN
County on July J 9 ,19..2l.Said appraisement reflects the
following valuations:
Rea I Est CoJ e _
Perscnal ?roperty ~3~,~0~5~7A.~7~2~------Transfer:::_
Total -------..,--...3.l-.l'l-'"0l.".547......(..7,,2----
As to such ta~that is paid within three m0nths from date of
death,a five (5';(,)percent discount i3 all:>wable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (8';(,)percent per C.nnum is char~ed.
Any party in ir.terest who is agg:-ieved by an appraisement may
appeal therefrom as provided by law.
Dat e -----4SJ.u,ulyoi/oi,l'--.l11r'>9~,...1.-L.97L.ol_-_
DATE OF DEATH:December 7,1970
Note:This is not a bill.
Signed ~~,&d~
Tit:'e lliLFRED TCEl".A1PPRIUSER I
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SlNMARY
Estate of HARRIS:
(Last Name)
eATHERINE
(First Name)(Ini:ial)
DATE OF DEflTH )2'-7-70 FILE NO.63-71-410
REPORT OF INHER~TANC~TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_...IIiWu:ALIOSu:HuIJ,lNIl,;G!uTOJoo'UlNL-_
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in tht.last column to th~right.in Schedules "A","B", "C",and "E".
Dated:---""........_~~~'-'--""'------~&%J ~LJ~,IHEilTANCE TAX APP~AISE
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and fer WAfHINGTON County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by C:eponent.--e'X"I~rr-a,s..to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule HF"hic greater 0,lesser amount represents the sum
allowed as a deduction.
Da ted:_-'J...,u....l...y:........l...9+I _l.9'l..u...lg....J _
6
VALUE AS REPORTED VA::""UE AS APPRAISED VALUE AS REAPPRAISED
$$$-------+--
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
(*)As evidenced by Charitable
'Exemption Certificates issued
by the Secretary of Revenue.$
1=
$
$'
C
$
COMPUTATION OF TJ-X
$--------+---.--20 ~6$----_--.::~-+-<~-
$-------4--
$-------4--
$-------4--
$======l
$--------4
$====~==
___---JI_
TOTAL T,\X BALANCE :-----~~
PAID $...JL
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6%from_____to _
AMOUNT OF ESTATE TAX ASSESSED $----~
Estate tax paid $---'
BALANCE DUE
Add interest at rate of 6%from
------lto-----
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
TOTAL TAX
FOR USE OF REGISTER ONLY
Tax on $------------.1f--.,...-2%
Tax on $~1Q 16 @
Tax on $------------.1f---5%
Tax on $~--10%
Tuoo$1~
Exemptions *
Total Estate --+-__
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above compltation of tax by the ~egister of Wills,for proper reason,
same should be noted below,with short~xplanation•
.~.~.
L
Will
Administration (No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
..C.ll'l'~IN.E:..lIP.ImIS
Deceased
Late of ...BURG:E.'l"rS'I'WO:l'l
County of ...WASHINGTON
Commonwealth of ~ennsylvania
REPORT AND APPRAISAL
--
r_
(..v ~
~.'j (
""..
_.
,"i't
.'';j -
~
't.
Funn RCC-2
'DEi"AUMENT OF REVENUE,
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
(OMMONWEAL~HOF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE JUly ~9,1971..
COUNTY ~.l.f.~~.~_.
.F1LE NO•.......Q3~71~U.9..
Whereas..CHATERINE liAR.RlS,late of J3P.RQm§r.9.Wl.'J:.
in the County'of WAS.HINGTON Commonwealth of Pennsylvania.having died on
the sev.enth day of ~.'~~mP.~~19..7.9'..•seized and possessed of an estate
subject to Inheritance Tax under the laws of the Corrmonwealth of Pennsylvania;
Therefore.I...~1'.~J an appraiser duly appointed according to law.
having been designated to make a :air and conscionable f.ppraisement 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 ir.this estate is trans~erred i:J.possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for Ufe or for ye-irs,the CommonweE.lth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
DescrLptlon of Aaaet Unit
Value.
$
Appraisement
Made for InheritanceTaxPurpose.
$~A ~n1i'!1lT attached to aUDraisement 3,057
,.
o (Number and Street)
.........................................................~Penna.
(Poet Off(jel
·WASHINGTON ..County
-------,
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
................CATHERINE HA.RRIs..
Deceased.
Late of
...........al,JgG~.'J:'$.'J:'Qv.lli .
Date of Death,U:':':':7.~7.Q .
Appraisemel!t Docket Vol.,:f.f?:::..
Page,..1t,..2..:~2.No..J~?::7..:L.~~9..
Filed in Register's Office,Jul.y l.9 19..7l.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,.
Appeal fl'Dm Appraisement,..
Entered and charged,.
•
,>
(,tt
b