HomeMy WebLinkAboutOC1971-0590 - ESTATE OF GOFFORTL3
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revoking all testamentary writings heretofore made by me.
FIRST:I direct that the expenses of my last illness and funeral
be paid out of my estate as soon as may be convenient after my death.
SECOND:All the rest~residue aild remainder of my estate~
real~personal and mixed~of whatsoever kind and wheresoever situate~which
I may own or shall have the right to dispose of at the time of my death~I
give~devise and bequeath unto my wife.MARIA MAGDALENE GOFFORT~
also known as HELEN GOFFORT..provided she shall survive me.
TIllRD:If my said wife~.MARIA MAGDALENE GOFFO:RT~also
known as HELEN GOFFORT.shall have predeceased me~or if we should
perish in a common accident or disaster~then I give~devise and bequeath
all the said rest~residue and remainder of my estate~real~personal and
mixed,of whatsoever kind and wheresoever situate~which I may own or shall
have the right to dispose of at the time of my death~unto my children~
WILLIAM GOFFORT and MARIE LOUISE BAKE.in equal shares~share and
..-.share alike.
FOURTH:I di~ect that all estate~inheritance and other taxes in
the nature thereof,together with any interest thereon~becoming payable
because of my death with .respect to the property constituting my gross estate
..
for death tax purposes.whether or not such property passes under this Will.
shall be considered part of the expense of the administration of my estate;and
·no legatee or devisee.or any person having a beneficial interest in any such
·property~.whether under this Will or any Codicil thereto~or otherwise~·shall
·at any ti~e be required to refund any part of such taxes •.
.•d!.
also known ~s HELEN GOFFORT,Executrix of this my Last Will and Testament,
'FIFTH:
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I appoint my wife,MARIA MAGDALENE GOFFORT,.·I,:·,.JIi,1
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but if she shall have predeceased me,or if,for any other reason,she shall
,.
!refuSe or neglect to qualify as such,I then appoint my son,WILLIAM
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GOFFORT,Executor of this my Last Will and Testament.
IN WITNESS WHEREOF,I have hereunto s~t my hand and seal this
_if!-day of January,1966.
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SIgned:sealed,pu15rrslied'and declared by the above~named Testator~
JOHN GOFFORT,as and for his Last wili and Testament,in the presenc~~f
us,who·,at his request,in his presence and in the presence of each other,
have hereunto subscribed our names as witnesses hereto.
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JOHN GOFFORT .'1 6 7 2 ~
HELEN GOFFORT .COpy ,
EIGHTY F~'u~:~A.15330 N....::.o~v-=--·.-:2:....:0 19_71.-_6°';;3
51 ~nAY _.
rJ~lfJfoF I.NT~Rr;;r~L REVENUE SERVICE __$Jl..Q~,-6~i
Nine Hundred five and 68/100ths - -._-=--~__=-=--=-_-=---_-__DuLLAHs ~l
PETERS TOWNSHIP OFFICE I"
MELLON NATIONAL BANK AND TRUST COMPANY
PENNSYLVANIA ~r,
M,No-.¥ed.Estate Tax --I$-~(h~~~~~~-~~-::::::::---Jl
01:a It 11'.11 a ?5 1.1:l 2gillS g 2li II-
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RCC-72 (9-68)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
J
DATE_J_u----=ly~l~,_19_7_1__
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE ,PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made for CQ1sent to the transfer of the following securities of a Pennsylvania
Corporation or a National Banking Association located in Pennsr.lvania:$1000 New York Central Railroad company,4%Series A.bonds,
(a}Two (2)(b)Consolidation Mortgage (c)due Feb.I,1998
(NOTE:In describing securities enter in (a),ab Ole,either the number of shares of stock or the face amount of
registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate
and maturity date of registered bonds.)(136.25 per M.)or
ISSUED ON 8/11/55 ,and having a TOTAL MARKET VAILUE OF $_2~7~2.....:.._5_0 _
(State)(County)(Post Office)
(Date)
as of the date of death of the decedent,_....JL.lO""'hn~-"'G"-'o..."f"'-fo=-rt-=--,on Feb.25,1971
...lName of Decedent)(Date of death)R.D.#1,
who was Iate of--=N:..:...:..ot.:....:t~in:::g~h~a:.:..m=---_T.....o...:.w:...n_s_h...:.l~p E.....ig:::.h_i.::.y_-_F_o_u_r-.-:.,W_a_s_hi_n_gt=---o_n P_e_n_n_s-.:.y_l_v_a_n_ia_
':($tre~tiand Number),
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The securi ties are ,,re~;i'~t~'~ed as fo II ows:__--=J:....::o:::hn==---=an=d:...-H=.::..::e=l=en:..:......:G=of=.::~:..::o..::.r..:..t.....:(::..:h=-=u=s..::b....::.an:.::..::....:.d____=.:.an::..::....:....d_w.-:....::....if_e-=..}_
COUNTY FILE NUMBER .
.(Name or names in whi'ch certificates are registered)
,Marie Magdalene Goffort,a/k/a
~l14x~',Helen Goffort,R.D.#I,Eighty-Four,Pa.15330
EXECUTQ)RX ),"',:J (Name)•Marie M~~~F~me Goffort a/k/a
,"NAME OF APPLICANT .LHue::..l].s::.en.L.l.J..G.Do.l.ltfu~rut"l-'--__,---_
63-7 1-590 ADD RESS OF APP L1CAI,.......r-'~~i~~i#~~~~;6~t.y.;~¢=::....::....:::-=-----.:..-_
BUREAU FILE NUMB~~63-71-590 SIGNATUR'E OF APPLICANLI/.a.(4cf:A.'.-LPU4t~4-£~~,iQ..J~~1:.-'
NOTICE:"IF YOU F,A,!l'tO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION,IT
C;,ONSI~~,~.~~COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
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'..'::,:':"C;;O;MMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE
."',':~\,,'::";:'CONSENT TO TRANSFER SECURITIES
DATE JUly 2 1971
I hereby consent to the transfer of the above securities now registered in the name of the aforesaid
Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521,
,,
as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions
of the Act of April 9,1929,P.L 343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
(County)(Title)
(Signature)
Register of Wills Washington
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'I am the attorney of record for the es-
tate or the transferee shown on the
front of this form.I do hereby person-
.ally guarantee the payment,within the
'1 time prescrihed by law,of any Pennsyl-
_.vania inher1.tanre tax whi ch may be due
!on the treY'"'f~l°()f t);c>28curi ties listed
,hereon for ':lhiCP~8 CODf:',ent to transferIisg~,nZd.~~?~.7!V:J.~JQ~
1 (D tel (Signature)-...----.---7
"",,--:'"".-------------..-------"":"""'--------------"."Form oN0 ..Rc.C-62 (6:70)THIS FORM REQUIRED IN ALL ES'l'ATES WITH GROSS ASSETS UNDER '10.000.UNDER SECTION 701 OF ACT OF JUNE 16,1861•...._,••'ANuA'",.,...."H'!"DUPUCAT.WIfH COPY m 'net ATTACHW)":l'-:777".s-'!,(l J
OFFICE OF THE REGISTER OF WILLS /J _'...'/'"'.',LPUL)Ybv.?J~~
County of ...:'Y.~~~':l~~.~.....'......."-7~cC '
Mary Magdalene Goffort,a/k/a Helen GoffortiR.D.#1,Eighty-Four,Pa.15330,,........,'-..'of ..;;'..;'.
(Name)(Addrellll)
,sworn '-.:.', ,ExecutriX .bemg duly .•.:'.accordmg co'law,deposes and says that he'ls the _
(Exec.,Adm.•Lesa~,Etc,)
of the estate of ~~~~~~~~~~_~_.whose last residence was _~_._~_~_~~_~__~!~~~_y.=E:~~r.~_..~~__.!_~~?O
."(No,)(St~tl'
,d-'d-'d h":h .h'l f h ' .f'd d'd h''d'd February 25,~971,.'.------------.....ecease ,an t at t e woe 0 t e estate 0 sal ece ene,w 0 Ie •._•....•
(CitY.Borough or Township)""(Date)
consisted of:,,
'"
.;REAL PROPERTY ,..
REAL PROPERTY IN PENNSYLVANIA,WITH STAT~MENT OF MOR,TGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT,"
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS,
!.,EstimatedRealEstate,,Value,,'.
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,NONE HELD IN NAME OF DECEDENT ALONE'-
ALL HELD IN-NAME OF DECEDENT ANDi HIS WIFE.
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n AS TEN~TS BY THE ~NTIRETIES~1
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Personal Property
AN UNDIVIDED 1/2 INTEREST IN AND TO:
140 shares Martin"Mariett'a Corp.a Maryland Corporation,
(common stock),n/o John Goffort and Helen Goffort,as Tenants i
in Common,@ 21 11/16.'Total Value date of death,,$3,O36.~5,.
{'wc/~~./-.-1/2 TAXABLE.I 1,518.13.
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NOTE:You may,expedite the processing of this return by filing with it,'and as a part of the return,
letters from financial institutions or mortgage holders,certifying to amounts "on deposit or owed by the
decedent as of the date of death.Such letters must be eigned by a responsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account,account number and the exact name or names,.in
which the account is registered.".,
Jointly Held Property (Seel attached Exhibits'for"des'cription of following:)
,
'£~ti~atetl
Value
813.34
\Chediing Account No.329-5924 in Peters Twp.Office of Mellon ~ational Bank
and'Trust Company nlo John Goffort and Helen Goffort
Stocks 'Mutual Funds and Bonds as listed in attached statement
Lot 40'x 120'having erected thereon a2 story,frame insulbrick dwelling,situat ~I
at 1626 MeElhinnev Ave.31st Ward.Lincoln Place.Alle~.Co.5,500Q,.00 .
27 Acre.s of land.havin~erecte9.thereon a 1 story,brick dwelling,in Nottingham I/.',:~~Township,W .~,I-'::l .28.700.00
1968 Chevy coupte-',.t )<,)/J)M --;;;;;;Ji~A )1.300.00
Rn11ll;I~hr··.ure in home (vervold)-::t-J \500.00
\05,144.53
Savings Account No;58-145'361 in Fidelity Federal &avin~s and Loan Association,
225 E.Broadway,Glenqale California,91209 n/o John Goffort or Marie M./Goftort...6,734.39
(All above property held by decedent and his wife'I'as tenants by the entireties),' ,Total Jointly Owned
\
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
Mellon National Bank and Trust Company,John Goffort and Maria
(Donaldson's Crossroads Office)lMagd.alene Gofrort,a/k/a WH'~,Helen Goffort-,.
BENEFICIARIES
BENEFICIARIES 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
Maria Magdalene,Goffbrt,also kno vn
as Helen Goffort Wire Yes C''~ot,100%·A;nn1icabIe
.
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PO.."
RESIDENT DECF,:DENT DEBTS 'AND DEDUCTIONS CLAIMED
NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions.
$1 79R SI2
.~DEBT OR CLAIM NATURE OF SAME "
~fCTeorge Irwin Green Funeral H(~me.
1I...Jr.,•111 Po 0 0 Funeral expenses paid
AMOUNT "f Tl{IS COLUMN
iKEGISTER ONLY
$
Forest Lawn Gardens 0 • • •Interment Fee &,Bronze Memorial
..Jr ,1VfQ -'.n.../1,.1.Family exemption (will not be allowed unless
~'.,-.Helen,Goffort (wife)decedent died residing with a spouse or children.)
(.)See Note below
Ambulance Service
Administration Expenses •
~mel fees"."
690 00
1 "nn nn
, 1 r:0:)t:n--'7"nn
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42 ·00\
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'commission •Fiduciary
OTHER DEBTS AND CLAIMS
Howard 0 O'Stevens.Attornev a
Southern Ambulance Service,Irtp
0',
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,~,,
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Total 4.259 32 ~2-Stt )L.-
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,comTissi~n.or debt is greater
or less than the estimated amount claimed and allowed.'.
Subscl'ibed and sworn to before me this .
,/1-'~'C>u.;9 ~r 7c:........;jj I.~..'U,'of.,'",~'"'~'."""""19,"
..\.J!t.(/L~,~xa--,'".
.\~mHalll O.PIPS,NIlfiry Public
Washington,VJashin!lt~'n County,f'e
My CommiJsion EXlJjir ~
JUIlO Ill,'!lila ,"'
~~~:~.b~~d~~~~;t{::'di~gd:::~'I d~h~:1~X';;.:PP:"~:~~~'0 ooo'..mity with law ~o .hi,
......~~..~~.~~.
Appraiser .~"
In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to collatel'lll heirs of the decedent after the
expil'ation of any estate for life 01'for years,the Commonwealth here~y expressly reserves the right to appraise'and assess tramifer'inhtiri-
tance taxes at the lawful collateral rate on any such future interest.!
REPORT OF ...__----..-r>
I,the,undersigned duly elected Register of Wills in and f r ~.~~AA.fz.M~d'"7~;:;:;'<County,Pennsylvania,do respectfully,
report that I have allowed debts and deductions in the amount by deponen ,ept as to t ose items where a greater or lesser amount
is set fort~in the last column to the right in said schedule above,which greater or 1 ss al0 epresents the sum allowed as a deduction.
Dated:~~.?~.~~!~~~~~~~.L.~~!..J~.Q........'~..\.(.~~.
,,Register of Wills
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Form No.RCC-62 (6·70)
;Will",aaRtl-590,AdmInIstration S ,.....,...,Year , . ,..
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
J'OI1N .OOFFOn~.·, .','...De~~~~~d..."
,Late 'o-it,D ..~n•.Eighty-Four..:Pa.,....
County of ~lashklgton ,
Commonwealth of Pennsylvania
,REPORT AND APPRAISAL
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:O'<N'1\.\\',1;.1 n::"-1 s's'n\1I·....'l'~I 'l'.::l a
BS £,Wd 91 H~~2L
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£1 C ptolpo!'?[,_ttn r 3 3Howe?,...,.~,
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RCC-81 (6-71)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
MARY MAGDALENE GOFFORT a/k/a
{Executor or Administrator}
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
j
In Re:Estate of _JO_HN__GO_F_FO_R_T ~----
WASHINGTON County -Fi Ie No.63-7J#:,-:'-....::::.5...:.,.9_0:--:_
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Dear Mrs.Goffort:
Y h b 'f'd h h originalouareereynotrletatte--=-:---:::=--:=-::----:--'-_
appraisement in the estate of John Goffort .
has been filed in the office of the Regjster of Wills of Washington
County on March 20,,19£,Said appraisement reflects the following
valuations:
Real Estate .....;...._
PersonaI P roperty..:..·__-=1=..,~5:.::1::;:8~..l=3:::.;_
T ransfers _
Jointly Owned -'-_
Total ---'1=..,.....5<:::1==8~.~13~~_
As to such tax that is paid within three months from date of death,ci five (5%)
percent discount is allowable.As to any tax that remains unpaid after nine (9)months
(fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive;
and twelve months when death occurred prior to December 22,1965)from date of death,
interest at the ~ate of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as provided by law..,.
Date __MARC__H_20_,_1_97_2 _
DATE OF DEATH:February 25,1971
Note:This is not a bi II.
FRED TOSISigned --'-_
Title APPRAISER 1
ESTATE INSOLVENT
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RCC-39'(5-681..,
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of GOFFORT,JOHN
(Last Name)(First Name)
DATE OF DEATH 2/25171
(Initial)
FILE No.~7~-590
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_W_·_A_S_H_IN_G_T_O_N _
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 the last column to the right in Schedules "A","B", "C",and "E".
Da ted:_---=MA=R=C=H--'2=O~,'-·.=1.L,97.c2"'--__
INHERITANCE "fAXAPPRAISER
REPORT OF THE REGISTER OF WILLS
EGISTER OF WILLS
lMAR 2119~RUSSELL MAi,INODated:
I,the undersigned duly elected Register of Wills in and for WASHINGTON County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by depo , t as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F',which great or lesser amount represents the sum
allowed as a deduction.
1.618 11
1;518.13
4,,259.32
~NTSOL
I-,.51S .13
1,51S.13
4,25Q.32
ES'I1A~EIN
VALUE AS REPORTED VALUE 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
annuities.• • • • • • • • • • • • • • • • • •$r-
ESTATE TAX ASSESSMENTS $-----·-C
FOR USE OF REGISTER ONLY
Tax on $-----------t--2%
Tax on $t6'o/S
Tax on $'1%
Tax on $10%
Tax on $15%
Exemptions *
Total Estate --1-__
TOTAL TAX
COMPUTATION OF TAX
$-------4---
$-.1i--.1::....--+----J.,~
I "l~$----.------4--
$-------+-_.....-
$--.--------4--
$.J....__
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(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::~~~~:t===
BALANCE OF INHERITANCE TAX DUE $L
Add interest at rate of 6%from_____to $--1
AMOUNT OF ESTATE TAX ASSESSED $------ll-
Estate tax paid $---Jl-
BALANCE DUE $---ll-
Add interest at rate of 6%from t=
-------lto-----$-------1.
TOTAL TAX BALANCE $--------l
PAID $.....J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computatio,n of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration·!.No.·Year .
IN THE
1'-;~
.MATTER OF THE APPRAISEMENT
OF THE
.ESTATE OF
JOHN GOFFORT .
. .
Deceased
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Late of .EIGHTY""'FOlJR.,./:'
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County of ..·.WASHINGTON ..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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DEPA£TME1\~TOF REVENUE
BUR~AU·OFCOUNTY COLLECTIONS
"HARRISBURG,PENNA.17127
COMMONWEALTH OF'PEN~SYLVM,JIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~9.l:I.?9..I.!9...7?.
COUNTY ~~.~~.~~~~9..~.
.FILE NO Q3~7l..~5.9Q..
Whereas,~g~.~~~.~g~.~:late of ~~9:~.~:~.~.
in the County of WASHINGT.ON Commonwealth of Pennsylvania,having died on
the 25th :day of FEBRUARY :.19.71 ,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,:.~A-.~~.P~g.'£9..~,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 transferred in possession or enjoyment to coBateral 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 coBateral rate on any such future Interest.
Description of Asset.
PERSONAL
See copy of appraisement
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ESTATE INSOLVENT
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Unit
Values
$
Appraisement
Made for Inheritance
Tax Purposes
1.518 tn·
.Having b~eriduly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this ~Qth :.~.:day of ~.~~.~·.·.·.·.~~~~;:;;.:Z..?«2~.~~~~~:
•.•.Appraiser
...~..~~.~.~~f.l.g~.c?~'£~.~.f3.~..B~~.~9:~~g .
(Number and Stroet).....................':l.~.f3.~.~!l~.c:>P:,~.~.!!....................,Penna.
(Post Office)
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JOHN GOFFORT
Deceased.
',Late of
~IGHTY~F9UR;~·~@..J.).~.J ...............................'.."...........,
.-
.Datc of Dcath,FEBRUARY Z5..J lp+.
·Appr.aiseme/!t Docket Vol.,~.
Page,/.Z.t.~~No..AJ..~7.1.:::~?9..
Filed in Register's.Office,~:.C?~~.L .19..7.~..
Amount of tax dtce,$>.
-DEPARTMENT OF 'REVENUE
Received,
Exa.minedand Approved,:..
.Wrote abo.lit Appra.isement~
·Appeal f,.om Appraisement!::..::.
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Address any reply to DISTRICT DIRECTOR at office No.-l..-,
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5 400 N.8th St.•Richmond..Va.2324C):.'.:'.:~~\
6 800 Delaware Ave.•WilmIngton,Del.191101 ""';;'.Vi...top-'··5·~.·
,....'l:;
~:
"@)~@ls[f~@ls @)~[f@@ls®[f
Internal Revenue Service
'.
3 401 N.Broad St.•Philadelphia.Pa.19108
4 P.O.Box 2488.Pittsburgh.Pa.1523031HopkinsPlaza.Ballimo.'e.Md.21201
P.O.Box 270.Newark.N.J.07101
,.
1
.'2
.
";'
t
Date:_
MAR 6 1972
...
~'''''-.'.
\In rePI~:~;~:
--------------'
[>Marie Magdalene Goffort,Executrix
R.D.#1,Eighty.J'our
Washington County,PemB.15330
.Estate of:J Ghn Goffort
Date of Death:February 25,1971
;.,
\-.
",.
ESTATE TAX CLOSING LETl'ER
(This is not a bill for tax due)
The computation at the bottom of this letter shows the Internal
Revenue Service's determination of the Federal estate tax liabil~ty
for the estate named above.You should keep a copy of this letter as
a permanent record,since your attorney may need it to close the
probate proceedings for the estate.It,together with proof of payment,
is evidence that the Federal estate tax liability for the estate has
been settled.
District Director
",,;Form L-11M (Rev•...,
..0-$.-..-----,....".-----$~90:.=:.L'5.L:68:.::,_.,.-'----$.__-0-..:-_._
Total credits ····························
Net estate tax ····························
Penalties,if any ·······················
Gross estate tax S__90~5~.~68~~----
Less credits allowed:
State death taxes ··.·····$__-o~-~_
Federal gift tax.~···~-=o-~___
Tax on prior transfers.........__=-O-~_
Foreign death taxes............__=-O-~___
Estates of nonresidents not citizens of the United States may generally file on
Form 7C6NA instead of this form.For details see page 39.
FORM 706
(Rev.Jan.1966)
U.S.TREASURY
DEPARTMENT
Internal Revenue
Service
UNITED STATES
ESTATE TAX RETURN copp
I DO NOT WRITE IN
SPACE BELOW
Date receiyed
)
905.68$-.
13,688.04.$.•...............•.•••.......
Date granted
June 9,1971
Washington County"
Washington"Pa.
if d.ifierent from the person or
ADDRESS (Number,street.city,State.and Postal ZIP code)
R.D.#1,Eighty-Four"
Washington County.
U.S.A.
I Decedent's last name
I GOFFORT
E~ployeridentification number for estate
DESIGNATION
COMPUTATION OF TAX
(See instructions on page 38)
PART I
Executrix
JOHN
PART II
0.00.·\---------~g~O~5--.?r67r8---
3 minus item 7)'.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...$
~.::::>to::I of items 4,5,ar1G 6)...
'".-~•-••::::•••••••••::••••••:•••:••••••••:_:•••••••••I$:~::4.Credit for Fee-
S.Credit for tax
6.Credit for fOTe:
7.Total of credi:z
8.Net estate tax r
Taxable estcte (Item 5,Schedule P,or Item 9,Schedule Q,whichever is applicGOIe)...
,905.681.Gross estate tax ('Jse !r,b~e A,page 40)$.
2.Credit fOT State deeth tOY.es (use Table B,poge 40)1 0...;._0_0__
3.Gross estate tax less G:"8Sit br Sta~e death taxes (item 1 minus item 2).This is the net amount payable unless
c~edit for Federol j::''-:;xe::,'GY.on priOT tTansfers,or foreign death taxes is claimed ir1 Pa~t II .
To whom granted?(Designate whether executer,executrix,admi:1istrator,or administratrix.Explain
persons filing return)
Decedent's first name and middle initial
NAME
lVI-arie.Magdc'!J~ne Goffort"
:;.;:a/k/a Helen Goffert
'J Did,tf.e dece'dent die testate?I Were letters testamerltary or of ac!lninistration granted for this estate?
,~'Yes ..0 No gj Yes 0 No
Case~.I No'me of court Court of Common Pleas of I Lecation of e;1>urt
63":71-590 Wa-ington County"Pa.-Orphans'C01hrt Division
If Decedent's social security number
;":'.166-10-2199 25-6130686,~~-=..::..--=..::..---=-=-=:....::..-------,------'-----=::...:::----==-=:::....::'-"'-'=--------------1';.~·i3St$..Qf death Citizenship (nationality)at time of death
1~'·'E:eb..ruary 25"1971\';tJ.......stdence (do'(eile)at time of death
".'R.l),':'#l"Eighty-Four"Washington County"Pennsylvania 15330
Inlerest
$.
Principal
s.._ __.
_._..!SPACE FOR USE OF INTE~ti~jL_R.c:::E'-V.c:::E::::..N:...::U'-E'---'-S.::::.E_R_V-'-IC_E.=;)'-_
Assessments 1 Payments--------.,---------.-----.----.----!----------:--------.,.--------
Type ot asses~mer.l I(lax,interest,etc.)Amount list Page •Date
-----1--···---1--·1-----------\.----
.__........•.•...•....1$..__._._.
.~
.:~~.._..._.-_......-_.........:..-_..........-'..'.".".,...._-_.,.~'-'-I --.....-.-,..-.--..- - - - - .
.~~--;--~~:-~~~-~-~~~~~~~::~::~~~:-~~~~~~:::-:----------::~:~:~--1-::::::.--:::1--:::::::::-:::-:/::::::::::::::-::::::::::::-:::-:::::-::
·TION BY INTERNAL REVENUE SERVICE
Page 1
c59-]6-7j7.::iO-~
wife
e
c~.ic.:.
er as
~cise
ttsburgh.
y Pa.
"'nate
e ir;·
c~e 3
9 less
---
,..
'..
•GENERAL INFORMATION
I•.Address of dececent ci'Ume of death (Number,street,city,State,and Postal ZIP code)
R.D.#l~Eighty _Four~Washington County.Pa.15330
z.State in which domicIled at lime of death 13.Year'inwli.ich fh15~domici!e wes established
Pennsylvania -'-~--~1958
""".4.Place of death Is.Cause of death
\
6.Length of last illness
"Fort Myers.Florida Infarction Pulmonary Embeli 2/11/71 to 2/25/71
j 7~Decedent's physicians
"NAMES I ADDRESSES (Number,street,city,State,and Postal ZIP code)
Angus D.Grace.M.D.2259 McGregor Blvd.a..:Myers.Florida 33901Fort
8.If decedent wes confined in a hospital during his lest illness or within 3 years prior to his death,give name and address of hospital-
Lee Memorial Hospital,Lee County.Fort Myers,Florida
90.Date of birth I9b.Place of birth (City and State or country,if other than Uniied States)
March 8.1900 Germany
IDa.Business or occupation Retired I lOb.If retired,state former business or occupation
Machinist for Mesta Machine Co.Pi•IOc.Bu~r:~ss netT!e I IOd.Decedent's e:nployer identificetion number,if an
None
IDe.Business address (Number,street,city,State,and PesteI ZIP code)
11.Maritel status of decedent at date of death
)CJ Married o Single o Legally separated o Widow or Widower o Divorced
IZo.Neme of survivir.g husband or wiie I IZb.r{f~a~4e6:.r6b4ulberof sUT\'iving husband or wifMariaMagdaleneGofforta/k/a Helen Goffort I
lZc.Dote of marriage to surviving husband or wile I IZd.Domicile at date of marriage to surviving husband or wife
August 18.1922 Germany
130.If de::edeni 'IlOS a widow or widower,give neme of deceased husband or wife I 13b.De!e of deeth of deceased husband or
None
14.Individuals who :-eceive benefits from the estate (co nd include ch:::.ritcble beneficiaries shown in Schedule N or any heir receivin
then ~l,OOO)
Narne.-Enter ll:.e name of each individual who receives benefits Arnount.-Value all interests on the date of death or the elte,,from ihe estate directly as an heir,next·of·kin,devisee or legatee or valuatic:1 date,whichever.is used for estate tax purposes.Thindirectly(for example,as beneficiary of a trust,shereholder of a terest of each beneficiary should be valued in the same ma:1ncorporoiionorpartnerofapartnershipwhichisanheir,etc.).
Social Security Nurnher.-If the individual has nosocial security it would be valued for esto'te or gift tex purposes.Where r:T
number,use h.is taxpayer account number.values cannot readily be determined,a reasonable apprc·:d;c,-Age.-On the date of the decedent's death.should be entered.The sum of the values of the in:e:"c
Relationship.-Include relationships by blood,marriage,or adop·unborn or otherwise unascertainable beneficiaries she;.;'-":
tion or indicate NONE.on the last line (all unascertai:1able beneficiaries).
Name Social Security Number Age Re!ationship to Decedent I Am..~
Maria Magdalene Goffort~a/k/a
Helen Goffort 165-46-6041 71 Wife Whole 1,::'_-..
-
-
All unascertaineble beneficieries.................................................................-......1
ESTATE OF __lQ.HN..QQf._EQB.T.,._;Q~_c;._~~~g_9_.._____.__..._________P
~~11;'--777iIJ-~
o Yes ~No
--------------_._-----------------------
GENERAL INFORMATION-Continued--------------------._..---------------------------ISa.Did the decedent at date of deatr.own property in any State or country ether than that cf his last domicile?
If "Yes,"state place of ancillary probate proceedings
ISh.Name of ancillary administrator er executor
None
ISe:.Address of ancillaryadministralor or executor (Number,street,city,State.and Postal ZIP code)
None
16a.Did the decedent at the time ef his death have a safe deposit box held either alene cr in the joint names Y'l
of himself and another?-eJ Yes 0 No
If "Yes."state location
Mellon National Bank and Trust Company (Donaldson's Crossroads Office)
16b.If held jointly.give the name of the joint depositor
Maria Magdalene Goffort a/k/a Helen Goffort
16e:.Relationship of joint depositor to decedent
Wife
16d.If the decedent had a safe depesit bex at ihe time of his death.indiccie by schedule and item numDer under v:het schedules in this
return the contents are listed
Schedille-E.-Item 115."
XJ Yes 0 No
16e.If any of the contents of the safe deposit box are omitted from Lhe schedules,explain fully why omitted
None
--_._--------------------_..--------------_.-------17.Did the undersigned person or persons filing return make diligent end careful search for property of every kind left
by the decedent?~Yes 0 No
18.Did the same undersigned make diligent and careful search for information as to any transfers (other than outright
transfers not in trust)of the value of $5,000 or more made by the decsdent during his lifetime without an adequats
and full consideration in money or money's worth?(XI Yss 0 No-----------------19.Did the same undersigned make diligent and careful search for the existence of any trusts created by the decedent
during his lifetime or any trusts created by other persons under v:hich the decedent possessed any po·.·.'er.bene!icial
interest.or trusteeship?
20a.Name of aHorney representing estate.if any
Howard O.Stevens,Attorney at Law
20b.Address (Nu.'11ber,street,city,State,and Postal ZIP code)
Mellon Bank Bldg.,Canonsburg,Pa.15317
20e.Telepho:1e No.
745-7630
ALTERNATE VALUATION
(These instructions apply only if alternate valuation is elected.For further information on this subject,see General Instructions
on page 4).
21.An election to have the gross estate of the decedsnt valued as of the aItemate date or dates is made by ente~'i!",g a check mark in the
box set forL~below.o The executor elects to have the gross estate of this decedent valued in accordance with values as of a date or dates subsequer.t to the de-
cedent's death as authorized by section 2032 of the Code.
None
ESTATE OF ~g_~_~_ggJ~'Jfg_~_'I'_,__~~.<:_~?:~.E:~_.__..__._
c;;!)-!ti-,775(J-l
Fage 5
GROSS ESTATE
SCHEDULE A
REAL ESTATE
See General
DYes KI No
TOTAL (also enter under the Recapitulation,SChedUlo=-_",::O~)~~$~---,-__!....1~$:.-.__
(Ifmore space is needed,insert additional sheets of same size)
Did the decedent,at the ti.-ne of his death,own any real estate required to be included in ihe gross estate?
Insiruction J page 4,
Item Description Subsequent valua·Alternate value Value at date of deathNo..tion date
..--
$$I
(See Schedule E.-Jointly owned)
,
,
Schec"J!e A-Page 7
c59-1li-7;7,:.u-J
,
\
HEDULE B
KS AND BONDS
,own any stocks or bonds,regardless of physical location,IXI Yes o No
States,0""";at the time 'ol'his d~Qih;any stocks of corpo-
DYes o NoUnitedStatesase'xplained in the instructions?
I I
Par I Unit value SubseQuent valua-Alternate value Value at date of deathtiondate
$$
;
(l)21 11/6
5
1;518.13
Ii
,
III
II
I
I
r the Recapitulatio!1,Schedule 0)$$1;518.13
eded,insert additional sheets of same size)
Description (including face amount of bonds or number of shares)
Total Value date of death $3036.2
140 shares Martin-Marietta Corp.
a Maryland Corporation;njo
John Goffort an<:l Helen Goffortg
as Tenants in Common
An undivided 1/2 interest in and to
1/2 Taxable
SC
STOC
(If more space is ne
ItemNo.
2.Did the decedent,if c p.onresident n'dt 'a citizen of the United
rations organized in l~e United Statesoi-bonds situated in the
1.Did the decedent,if a ,esidentor citizen of the United States
a t the time of his death?
TOTAL (also enter unde--------------._-----
\-.
I ~
I,;
..JOHN GOFFORT;deceasedESTAT~OF _Schedule B-Page 9
c5U-16-7i7:10-1
SCHEDULE C
MORTGAGES,NOTES,AND CASH
....
Did.ihe decedent,at the time of his death,own any mortgages,notes,or cash?o Yes ~No
Item'Description Subsequent valua-Allernate value 'Value at date of deathNo.lion date -
1 $$
f
f
NONE
,
I
t
t
.
<r4',,//.
¥
•,
I
:
,
TOTAL (also enter under the Recapitulation,Schedule 0)$$None
(If more space is needed,insert additional sheets of same size)
'.~JOHN GOFFORT.DeceasedESTATeOF. .._._Schedule,C-Page 11
SCHEDULE D
INSURANCE
la.Was any insuranceon life of decedent receivable by his estate?lIb.By beneficiaries other than estate?
DYes [XNo ~Yes 0 No
Z.Was there any insurance on the decedent's life which is not included in the return as a part of the gross estate?o Yes [)(No If "Yes"a complete explanation as to all such insurance must be submitted
Item
No.Description Subsequent valua-
tion date Alternate value Value at date of death
II....
.J:
I~
Group Life Insurance Policy carried by Mest:l.
Machine Company of Pittsburgh.Pa••
through Metropolitan Life Insurance Company,
New York.N.Y •.•under Group No.16880 C •
Serial No.1081.on life of decedent,John
Goffort.Beneficiary named in said policy
was wife of decedent.Maria M.Goffort.
Face amount of policy and amount paid in
one sum to Beneficiary.per Form 712 of
Metropolitan Life Insurance Company.
attached hereto.. •
$$
1.350.00
TOTAL (also enter under ll-je Recapitulation,Schedule 0)_______________--'-----"-C...-_.
(II more space '5 needed.,nsert additIOnal sheels of same size)
$$1.350.00
0;59-16-;7;.:,;j-}
Schedule D-Page 13
"U.S.TREASURY DEPARTMENT-INTERNAL REVENUE SERVICE
FORM 712 LIFE INSURANCE STATEMENT
(REV.MAY 1966)(To be filed by Executor with Federal Estate Tax Return,Form 706)
I.NAMEOF INSURANCE COMPANY
Hetropolitan Life Insurance COJlDany.New York,N.Y.10010
2.NAME OF DECEDENT (Insured)
John Goffort
3.KIND OF POLICY I 4.NO.OF POLICY
Group Life I 16880 G Ser loBIII
504.NAMES OF BENEFICII\RIES I5B.
Maria M.Goffort
Enter I
I5C.I50.these
items I
on 6.FACE AMOUNT OF POLICY 1 7.PRINCIPAL OF ANY INDEBTEDNESS TO THE COMPANY
Schedule D,1350·00 DEDUCTIBLE IN DETERMINING NET PROCEEDS
S iForm7068.INTEREsT ON INDEBTEDNESS (ftem II ACCRUED TO DATE IS
OF DEATH
S
9.AMOUNT OF ACCUMULATED DIVIDENDS I 10.AMOUNT OF POST-MORTEM DiViDENDSI,
s I s
II.AMOUNT OF RETURNED PREMIUM
S
U.AMOUNT OF PROCEEDS IF PAYABLE IN ONE SUM ~13.VALUE OF PROCEEDS AS OF DATE OF DEATH (If nol payable in
I Qn~sum)
1350.00S !S
'4.DATE OF DEATH OF INSURED \'5.DATE OF ISSUE OF POLICY 1'6.AMOUNT OF PREMIUM
2-25-11
17A.PROVISIONS OF POLICY WITH RESPECT TO THE DEFERRED PAYMENTS OR TO THE INSTALLMENTS UVOTE:rrohcre mClrjlal deJw:rion under Code sectiun 2U56 is
int'fJll1e'lJ.iJ other than lump .sum H~1tlementOUlhori:ed.'=HPY'uJ iIiSUI'UIH'P pu/icy ~hlJuld bl~Ulu,,-ht!1l.i
17B.AMOUNT OF
INSTALLMENTS
17C.Q,'&'TE OF B!~TH AND NAME OF ANY PERSON THE DURATION OF WHOSE LIFE MAY
MEASURE THE NUMBER OF PAY MENTS
170.AMOUNT APPLlEQ BY THE INSURANCE
COMPANY AS A SINGLE PREMIUM REP·
RESENTING THE PURCHASE OF IN-
STALLMENT BENEFITS
17£.BASIS (1\1urw/ity ,ub/p and rule of in.lt~r~H)USED BY INSURER IN VALUING INSTALLMENT BENEF:TS
18.WAS THE INSURED THE ANNUITANT OR BENEFICIARY OF ANY ANNUITY CONTRACT ISSUED BY THE COMPANYl
DYES DNO
19.NAMES OF COMPANIES WITH WHICH DECEDENT CARRIED OTHER POLICIES AND AMOUNT OF SUCH POLICIES IF THIS INFORMATION IS DISCLOSED BY yOUR
RE~ORDS
The undersigned officer of the above-named insurance company hereby certifies that this statement sets forth
correct and true information.
DATE OF CERTIFICATION
10-28-11
mm
SIGNATURE TITLE
Sr.Claim ApproveI'
PURPOSE OF STATEMENT.-The information shown by this slale·
ment is required for the purpose of determining the sialutory gross
estate of the insured for Federal estate lax purposes.
STATE.\IE:-OT OF INSURER.-This stalemenl must be made,on behalf
of the insurance company which issued Ihe policy,by an officer of
the eompany having access to the re,;ords ,)f tlll~'·olllflany.F.)r
purposes of this statement,a facsimile signalure lIlay he used in lieu
of a :T,anual si!!nature and,if used,shall be bindin~as a manual
signaturp.
DI.'TY To FILL-It is the dut~·of the executor to proeure this
:;tatemenl from the insurance company and file it with the return.
Howen'r,if specifically requesled,the insurance company should
file this statement direct with the official of the Internal Revenue
Ser,"iCf;ill4Jking the request.
::iEP'\R~TE ::T.HDIE:-07S.-:\separate statement must be filed for
f:adl polir\li;:tt:d on thp return.
.''.'.",.;,>..,:::,":.;
-------------------------------------------._----
SCHEDULE E
JOINTLY OWNED PROPERTY
1.Did the decedent,at be time of hisdeeth,own any property as a joint tenant or as atenad bi'the entirety,
with right of survivorship?~Yes 0 No
If "Yes,"state the name and address of each surviving cotenant.
NAME ADDRESS (Number,street,city,State,and Postal ZIP code)
Maria Magdalene Goffort~a/kla R.D.#lJ!Eighty-Four,
Helen Goffort~{his wife)I____________________1 Washington County,Penna.15330
Value atdate 01 death
$
Alternate value
-------1-------1------------------------
Item ISubsequent vaJua-No.Descriptioll lion date
1 Lot 40'X 120'~more or less,having erected thbreon a t~c$story,
frame insulbrick dwelling,containing 5 rooms fnd bath,Inore
particularly known as 1626 McElhinney Ave.,311st Ward,Lincoln
Place,Allegheny County,Penna.,nlo Johann 90ffart and Maria
M.Goffart,his wife.J
For source of title see deed book references in office of I ecorder
of Deeds in and for Allegheny County,Pa.,in eed Book 2426,
page 734,and Deed Book 2589,page 520..
·j
Value date of death,per appraisal of Richar~lV .Pastori DUS,
Appraiser,of 2923 Brovmsville Road,Pittsburgh,Pa.15 ~27 •
(a copy of which is attached hereto)5,500.00
2.27 acres of land,situate in Nottingham Townsh p,Washir gton
County,Pennsylvania,having erected thereon c one stor~,brick
dwelling,containing 5 rooms,bath,integral ga""age and c separate
barn,nlo John Goffort and Maria Magdalene G~ffort,his wife.
For source of title see deed book references in loffice of 1 ecorder
of Deeds in and for Washington County,Pa.in Deed Book Vol.953,
page 325,and Deed Book Vol.1089,page 400.
3.
Value date of death,per appraisal of Richard lV •Pastorius of 2923
Brownsville Road,Pittsburgh,PaD 15227.(a cclPy of whiclh is
attached hereto)I
1968 Chevy Coupe nlo John Goffort and M.lVI.rOffort (his wife)
Va.lue date of death
4.Household furniture in home (very old)1
5.Stocks,Mutual Funds and Bonds -{See attache.statemerlL
for description &values)
1,»300.00
500.00
105,144.53
---------------------'-------1-------1-------
TOTAL (also enter under the Recapitulation,Schedule 0)$$141,144.53.._.-......::..:.~=....:.=.:.::.:-.:=:....::::.=.:...:.::::...:===~==:....::::.::.~~------'-~--=----
(II more space is needed,ins~;t additional sheets or same size)
ESTATE OF ..:"uFFORT J Deceased Schedule E-Page 15
.~.
;;Item No.
SCHEDULE E.(Continued)
JOINTLY OWNED PROPERTY
Description Value date of death
'-'
6.
7 •
Balance carried forward
Checking Account No.329-5924 in the Peters
Township Office of the Mellon National Bank and
Trust Company,2915 Washington Road,McMurray
PaD nlo John Goffort and Helen Goffort.
Value date of death (See attached letter from Bank)
Savings Account No.SS-145361 in Fidelity Federal
Savings and Loan Association,225 East Broadway,
Glendale,California,91209,nlo John Goffort or
l\1arie M.Goffort.Balance date of death (See
attached letter from Bank).
(Note:Between the time of preparing this return and
the date of mailing,the two letters referred to at the
end of Items "6"and "7"above were lost or mislaid.
Application is being made to the Mellon National Bank
and Trust Company and to the Fidelity Federal Savings
and Loan Association,for letters in replacement of those
lost and the same will be forwarded to you as soon as
received by either the Executrix or the Attorney for the
estate.
$141,144.53
813.34
6,734.39
TOTAL (Also enter under the Recapitulation
Schedule O.)$148,692.26
ESTATE OF JOHN GOFFORT.Deceased Schedule E.Page 15.1 .,
APPRAISAL
FOR
~cMt!:--..oE=6:;:.:ta::..:te:...:ot=-.:.;Jpbp==::...-::;Got=.:.:t~O;:.rt~_
\DDRESs lm-....o;l.....!t......."......_...Mwa....tov...,;;,;D.......R,;:;;;OS...4 _
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ADDUSS ....,l1H6iOli!i......"!Bll"i Am.e 1.1aoolai Pl!!!
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8M_n.o..e two ~15'x l3'.6"UIl 8'a 1"x .1.3'.61t
I1eft 'eo«'Lot"\'
1ea....-12
.ltaWlQa t••1..,-,.•8 40'.x laO'lot appala-lI .,..
1.969 tax .-..aa••,.1,705,.ltl aIl4 IUoo1 ....N ....25,.
'l"':loty $27 .1J~·i',..'.
A11....·lllt'-r.aDIl 40wupcNtI .....",root .ppNiJla.-lJ~~;years o14\·{··..
'.~I.\.'.
"'."
Subjee\~1't1 18 •'''0 atol7 tnllie luulbrlok cl_ll1DI'~A a 16"x 3~'____taadatloe aoulattac et tift ..-..
';<.~beth.L1.1 15'.6"x 1.3'.6",IClteMil 15'x 1.3'.6",IuD ....
~14"a.~tir.'tl8or•
220 ao.x ..."""iDa,.......p .....n"tvaa..,..w-r.~~1DI,20 .u.8'-.1IM1 _.1'taU,tie14 .•-'t ....'I.,{~l_de ill __to .
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It.....,~11'fill ....ca ...~.if .$l~tile \J -...'.tan will •••.'~......,-.~-MJMt ..,..'•.
...,""..,••U'~tt-gllCS ....r ,••'••;.~I.A.. .,.
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ther UIlOb""6-.J.e tae...__1I1aD'adftreel1 att",..Yal.ue.
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a pror-r sl1r~.1 ...,dS1Il1"'1 aM tba\(d)1 e.'....U..uP,
1 }ht·"ttQi'cortify ~,(<J)1 have caretu.l1)'T1ewed the property
i~l it;~1':~,reI:c..:rt DsJDE .•'\ID(I1IS.,80 tar as 1"bas heeD
te1.j 1'.1.to (b)h 1.0 \be 68.11lt pto~n1 thE!,1s 1denit1ed by
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After due oonsideration at sUbJect property aDd e tboroueh
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the topography,'the property vlll not haeh 1tl 1l1sbeat aad beat Usetoryearstooame.
!M adTer..taetor.vlll haft 8 te...y to iDtl....tile
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APPRAlSEft·S Cll!D'ICAB
APPIAISBR'S ADmU.ES _...29_2..31ooo11l1..rIoll0"Pf1o:lCl..II..a.J'~BM4I11C1~,.....P~1w'lIhll·II'1u_.a....._Pa....IIo·...._J6i5!27.".",'..;.....~~!!\t'
I JIIiIIIB1'CJII1!fD'T tbat (a)I·bilft ~retul17 T1ewecl ...~~7
described 18 We Nport,,~SDm AlP fIJTS~l,80 t~1'a8,.1t ...~
eompleteditbat '(b)It b the I8I11e PPOpeRl tMt 11 ldentUled bl ',''.
deller1ptloO ,m ..'~p__1141 •••18lUDBItti that,'Cel,I "baw DO l~tere.t.'..
1n the propen,DOl'18 l'e8po1111bUlt,a.sWDe4 t.alDera1 rlsbt_or
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Talue _.111 at +.f/2.~,200
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'ESTATE OF JOHN GOFFORT:'-.-"'....,',...~.::'.,_~.:.>.."'to ••~_."-,
Date of death:February 25,1971 'LIST'"OF STOCKS AND MUTUAL AND BONDS
N/O JOHN G6FFO~T and MARIA M.GOFFORT,his
wife,as Tenants by the Entireties.
VALUE DATE OF DEATH
/
.-",""(,
RK
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#".-~~r i-,
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1
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::!>-.".'Jl.,.'.0:<:.'i..:.
..;:~-,~_..~
13 White Consolidated Industries Inc.(Common)(1
No.Shares Description
100 Allegheny Power Systems (Common)
Item No.
,..-1.
2.
3.
~
4.
5.
6.
,7.
8.
9.
10.
II.
12.
13.
14.
100
100
100
6
6
100
7
100
100
20
100
50
'\
....
GAF Corporation (Common)
Phoenix Steel Corp'(Common)
Tenneco Inc.
Century Industries Co.Inc.
Phoenix Steel Corp.
United Aircraft Corp.
White Consolidated Industries,
:Inc.(pf.Series C.)
North American Rockwell
Crown Zellerbach
Alexanders Inc.
Clark Equipment
Contemporary Institute Inc.
Par
(2.50 )
( 1
4
5
(3.84)
4
5
(50 )
1
5
1
(7,50)
N.P.V,
-,
.,.
¥.~:.;~• •,"'.:>;..,........':;,,..~.,,',.~...'~_;..;,.....:~:.;!.,~~H·:·-,.:;,~;::·:.;"\-,.,..·~.~~or:{;,~·,~•.:..,'"4(&ttSX3WTZS j t·5 SF 10"d'"'•..",,-'..~--::.,.•,..-i.~~";:'.-t .J.~'l.~~..jt;.~-f';.•"....,);..,..:"~~'''''6'.7 .:!.,.~.,~~•.~...~-t1.S!:"ii"..::f..~......-K~~.,,;.,,.-.'.1..~"',,,*li.ili't'~~~>·'·~~'*<t·':),'"
!J C4,~~';:'7..i:.:~~Z:~.~~.~~!'ftjo~".~-~...~~.-t~;;~I;e.~~~,...,,-...r
Re:,Estate of JOHN GOFFORT'(Continued)
•~f'''*''"\";".;.'t'~t..."J...'):~.~;~'~;~~,"''''''·'~f··~·_.-.:~...'q ...•'t-:'!';"I ).......J-,~,..-"-"~";""~-"••1f",u("1~~_i.~.':..~'~,.:~.;~~~~\_~~l£~,".~'"~."·.~,~t"""-:...~....
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Item No.
15.
16.
17.
18.
19.
20.
No.shares
210
150
100
57
75
100
LIST OF STOCKS AND MUTUAL FUNDS HELD IN NAMES OF:'·
JOHN GOFFORT and MARIA M:GOFFeRT,his wife,as Tenants by the Entireties.
vALUE'AT'DATE OF DEATH:.
Description Par Unit Value Total Value
R.C.A.Corporation N.P.V.31-3/8 $6,593.75
Gulf Oil Corporation N.P.V.31-3/16 4,678.13
General Instrument (1 )21 -'1/8 2,112.50
~J
Ramada Inn (0.10)27 -1/4 1,553.25
American Agronomics (0.06 2/3)18-15/16 1,420.31
Atico Mortgage Inv.N.P.V.19-5/16 1,931.25
MUTUAL FUNDS:
21.
22
23.
240 Fidelco Growth Investors
(Shares of beneficiary interest)
20 Fidelco Growth Investors
(Warrants ($25.00)Exp.9/1/75)
344.665 Invest Fund,Inc.
(Ask)
(Ask)
()A sk)
24 -3/4
5 -3/4
17.11
5,940.00
125.00
.5,'897.22
24.143 Rowe Price New Horizons Fund,Inc (1)(Ask)26.44 3,78~.92
25.425 De laware Fund ( 1 )(Ask)14.14 6,009.50 ~(~
26.444.659 Delaware Management Company,Inc
Delta Fund ( 1 )(A 'Ek)
-"
7.87 3,499.47
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'..n f's r.rintion Par Unit Value Total Value
.,
Axe Hough Stock Fund,Inc.,-( 1 )(Ask)6.64 $18,162.36
Winfield Growth Fund,Inc.'(0.10)(Ask)4.72 2,608.43
Expeditor Systems (0.01)(Ask)4.50 -225.00-.
'Decorator Industries N.P.V.(Ask)8 7/8 3,'106;25
Western Deep Levels A.D.R.(Va1.2/26/71)(2 rands)(ask)13-1/4 1,325.00
National Valve (Over the Counter)( 1 )(Ask)18-1/4 1,3'68.75
Washington Homes (Over the Counter)NPV (Ask)15 -1/2 1,550.00
Mediterranean Fund ---(Bid)4.50 450.00
):;
2735.295
100
100
552.633
75
50
100
350
",.32.
34.
33.
.~~31.
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~'.'''~;rRe:Estate of JOHN GOFFORT'."...,..,.'-;::.;:;.,;;,?",.:~'-./~."~,;,,~ri':'L.:'".".~~~,"""~.:"'.J ~~..' ''~,:':~,JDate'of Death:February 25,:1971 •<l......",L-'LlST'OFrSTOCKS~>MU"':T-UAi FUNDS AND BONDS~~''''','''~..,..,,_--.-:':";;"'-'''''n/'o John Goffort a~d Maria M.Goffort,his wife,
i.!",:,:- :,0""-~s Tenants by-the Ent.ireties
.....#.....;'•,;.,VALUE DATE OF DEATH
.......,.~"I-
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r
BONDS:
35.3M Pennsylvania Real Estate 6.75,1984
(1/22/71 nearest available date)85 (per 100)2,550.00
,"36.5M Public Service Electric 60/0 -1998
(Sold 2/26/71)60 (per 100)3,000.00
37.
~38.
2M
5M
New York Central R.R.Cons.
A 4.000/0 of 2/1/1998
Tenneco Corp.-6.250/0 due 10/1/92
13 3/8 (per 100)
104 1/4 (per 100)
267.50
5,212.50
>/
TOTAL OF STOCKS,MUTUAL FUNDS,
AND BONDS (Value date of death)$105J 144.53.
(See Item "5."SCHEDULE E.)
..~,
',;~;~~.~.~->~••:-;f~'~':C;<,;'....o::"".0'<-....,....::'."~.,,',.....::.;...."r~.~"',;;1;_,.'~~'"-,.;;,..'i;'~~.:"-"~''"':~,_.' .7~.~:.;,:;":~':".J:';'\;~-..'.'.;:t:,~\;,..~~'}:~_.}~>.(,<:6::.';'J,~:~;"1:1-",,:....'.~~,__......__....,"oir..~~'""lIC,~_!#£,,,,~,,"~:s..;1.~'a.!J"":..:1I";,,...~>.~..-1o·1IX....~··.r,r.-...·""""...........,."._.~-#"~t"""""","~":""l::.-....,:A:'l';~...C:..r.,-~~.._~~....~~r.'~~if"....(').....""_'.~:.....\0".,~!.~......t"_~t:''"~_~...."..~.h.,,<-'"'"C ....~~"...~--•.K~_J )~""~....r..:,.'t.>l~~'':--~.t....~~~~Y·1"~".~~f~~.$.Il~~~~\;.-...
'.
SCHEDULE F
OTHER MISCELLANEOUS PROPERTY
1.Did the decedent,at the time of his death':"own any intere:;t in a copartnership or unincorporated business?
DYes
;!z.[;'i.'&~;.cr",,~ent,at thei~e of his death,own any mi:;cellaneous property net returnable under any other schedule?.O~
XI No
~No
"
..
··-C~··~3.\'-las r.i-reTe crrrY~,'S';:!~R':-e''Which the decedent owned on t.~e life of another 'to/hich is not ir:cluded in the return as a part of the gross estate?
If "Yes,"!ui!details must be submitted under this schedule.0 Yes 18'J No
4.Stete whether the decedent's estate,his spouse,or any other person,has received,or Viill receive,any bonus or award as a result of the.
de:::edent's employment or his death.If "Yes,"f'll!details must be submitted under this schedule.0 Yes :XJ No
I:em !Description Subsequent ·ia'ua·Alternate value Value at date of deathNotiontiate--
I $$
.•.•.."
I
NONE
I
I
I ..
II
I
I
.1 ..-
TOTAL (also enter under L'Ie Recapitulation,Schedule 0)$I5 None
_~_l___..__.-~-.-
(If more space is needed,insert additional sheets of same size)
~_.___JOHN GOFFORT,Deceased=.S 1Po.!::.Or .__...__..__.. ..__.,..__._._
.~
SCHEDULE G
TRANSFERS DURING DECEDENT'S'LIFE
1.Did the decedent make any transfer described in the first paragraph (including the six subparagraphs)of the
instructions for this schedule?
o Yes ~No
DYes DeNo
2d.Character of transfe~
Did the 'decedent.at any time.make a transfer (other than an outright transfer not in trust)of'an amount 'of $S.OOO or more without an
adequate and full consideration in money or money's worth,.but not believed to be includible in the gross estate as indicated.in the first
paragraph (including the six subparagraphs)of the instructions for this schedule?
If "Yes,"furnish the following information:
2a.
Zh.
3a.Did the decedent.within 3 years trnmecliaiely precedmg his deeth,make any transfer of his property without an
adequate and full cor,sideraiion'in money or money's worth?
If "Yes,"and the transfer was of an amount of $1.000 or more.furnish the follOWing information:o Yes ~No
3b.Date 3c.Amolint or value 3d.Character of transfer
3e.Motive which actuated decedent in making transfer
--------------
5.If a Federal gift tax return(s)was ever filed.state the yeads)covered and the Internal Revenue district in which filed,None .
-.~
Item I Subsequent valva-INo,Description I tlOn date Alternate value Value at date of death
---
I $$
None .
t-
-
•
II
TOTAL (also enter under the RecapitulaUon,Schedule 0)$$None --
(Ifmore space is needed,insert additional sheets of same size)
Schedule S '
059-1G-7:;5{)-2
SCHEDULE H
POWERS OF APPOINTMENT
la.Did the decedent,at the time of death,possess a general
power of appointment created after October 21,1942?0 Yes XJ No lb.On or bef~re such date?DYes ~No
Zo.Did the decedent,at any time,by will or otherwise,exercise or release (b'a:lY,'I
extent)a general power of appointment created after Odober 21,1942?0 Yes KJ No
2b.On or l>~fore such date?
DYes K!No
3.Were there in existence at the time of the decedent's death any trusts not created by him
t:nder which he possessed any power,beneficial interest,or trusteeship?DYes l8J No
IlemNo.Descriplion Subsequenl valua·lion dale Alternale value Value al dale of dealh
$$
"
NONE
TOTAL (also enter under the Recapitulation,Schedule 0)------$$None
(If more space is needed,insert additional sheets of same size)
..----------
SCHEDULE I
ANNUITIES
lao Was the decedent,immediately be:ore his dealh,receiving an annuity as described in
paragraph 1 of the instructions?DYes [X No._------.---------------------------.'------"---,
LJ NoDYes
lb.If "Yes,"Vias that anr!uity paid pursl:cnt io on opproved plan as described in
paragraph';of the ins;ructior.s?.._.....-----._----._-------._._--_.-~-~---------------
lc.H the anSIl!er to "lb."is "Yes,"sta:e th·?rc~io of the decedent's contribL:tion to the total p\.1fchcse price of the annuity.
20.I(the decedent was-e;;;:'i;yed at t!~'ti;,e of his"death,did an annuity 0:ot.~er payment as described in
paragrcph 3(d)of the instructions become payable to any ber..efic:ary bi"reason of ihe
__~ne£ici9!:/s hCivin'J,suf-:ived the d~~edent?.________D~~_}_ro _
lb.If "Yes,"state the mtio of the deceden:'s contribution to the total purchase price of the annuity.
"
Hem
No.Dsscription Subsequenl valua-lion dale Allernate value Value at date 01 death
.._-._------------------
$$
none
II
I--~-----------,--------------'------"\--_-----I-------~QT.A.L (also enter under the Rec?pitulat:~r:,SC.!:!~-=d:,:U:.::le:...:O:.:):.-.:.I~$:::-~I",:$=--_N_o_n_e _
(It more space is needed.Insert add:lio:1al shef::S af same size)
ESTl-.TE OF JDllli.GOFFORT.Dec~_a.~~.<J...Schedules H and I-Page 21
Amount
DEDUCTIONS
SCHEDULE J
FUNERAL EXPENSES AND EXPENSES INCURRED IN
ADMINISTERING PROPERTY SUBJECT TO CLAIMS
NOTE.-Donot iist on this schedule e;penses of administering properly not subject to claims.In connection \"ith such expenses,see Schedule1.
If executors'commissions,attorneys'fees,etc.,are claimed and allowed as a deduction for estate tax purposes,they are not allowable
as a deduction in computing the taxable income of the estate for Federal income tax purposes.
flem INo.Description--1--.----..:1__-------
A.Funeral expenses:
2
3
Geroge Irwin Green Funeral Home,Munhall,Pa.
Forest Lawn Gardens.Interment Fee
Forest Lawn Gardens.Bronze Memorial
Total..
B.Administration expenses:
Exe~uto~8'ff~~i:ffr\-agf~1~~zao~'fap~r~'POn!paid.(Strike out words not oppli.
cab.e), ,..".,g ,,........... .
Attorneys'fees-amount ElC~Je]{d::~D(1paid.(Strike out \':ords not applicable)..
Miscellaneous expenses:
30 death certificates for stock transfers @ $2.00
Ho\vard O.Stevens -Reimbursement for following costs:
1.798;82
110.00
580.00
xxxxxxxx
x x x x x x x x
xxxxxxxx
60.00
0.00
~_..----------_..--.-._.___.J.,_~_Qg_!_Qg_.
6/9/71
9/11/71
9/28/71
11/16/71
Russell Marino.Reg.Probate Will.etc
Wash.County Reports -Advertising Let.
The Daily Notes Advert.Letters
Russell Marino.Reg.Certified copy
of Will
Total
Additional administration expenses (estimated)
Total miscellaneous expenses x x x x x x x x
TOTAL (also enter under the Recapitulation,Schedule 0)
(II more space is needed.insert additional sheets 01 same size)
JOHN GOFFORT.Dec-easedESTATEOF........_
o59-16-777':;(}-2
153.50
$4,142.32
Schedule I-Page 23
........"','.;"".~:;,,'','-"""",,
I'
SCHEDULE K
DEBTS OF DECEDENT AND MORTGAGES AND LIENS
I:em I Debts of Decedent-Creditor and nature 01 claim,ar.d a:iowable dealh Lues AmountNo.
1 I $
Southern Ambulance Service Inc.-Ambulance Service 42.00
:
A,
I
TOTAL (elso enter u::ue!"the Recc;:>:·tulction.Schedule 0)S 42.00
-
Item MO(tga6~s ant1 Hens-De.scription Amountrio,
i $
NONE
TOTAL (also enter under the Recapitulation.Schedule 0)$None
(If more space is needed,insert additional sheets of same size)
'j
Schedule K-Page 25
SCHEDULE L /1
NET LOSSES DURiNG ADMINISTRATION AND EXPENSES INCURRED IN ADMINISTERING PROPERTY NOT SUB':JECT
TO CLAIMS '
Item
ii!).Net losses during administration Amount
--'------------------,--------------------------,------1--------$
NONE
I$NONE
II l\itDunt
I $
NONE
[.penses incurred in administering prop<rty nol subject to claims (Indicate whelller estimated,agreed upon,or paid.)
TOTAL (also enter under the Rec':lpitulation,Schedule 0)
-------------------..._"'-"-'-'
II~eom I
--.-j----------------------------------------------
j I
II
I,I
I
I
,)
NONE
TOTAL (alsa enter under the Recapitulation,Schedule 0)$
(If more space is needed,insert additional sheets ofsame size)
Schedule L-Page 27ESTATEOF~Q~~_Q2!!Q~~~__P_~~~~_~_~~_
------------------~----------
.!'".~,.,"'...
SCHEDULE M
BEQUESTS,ETC.,TO SURVIVING SPOUSE (MARITAL DEDUCTION)
If the decedent died testate.the person or persons filing the return should answer the following questions.Only question 4 should
be answered in case the decedent died intestate.If the answer to any question is "Yes,"full details should be submitted with
the return..
..
1.Has any action been instituted to contest Lh~will or any provision thereof affecting any property interest listed on
this schedule or for construction of the "iill C~any such provision?.
Za.Had the surviving spouse the right to declare en election between (il the provisions made in his or her favor by the
will and (ii)dower,curtesy,or a stahltory inte~est?
2b.If answer to question 20 is "Yes,"has the .;:ur'.iving spouse renounced the will and elected \Zc:.Elected to take under
to take dower.curtesy,or a statuto~y interest?0 Yes 0 No !the will.
Zd.Does the surviving spouse contemplate renouncing the "':ill and electing to toke dower,curtesy,or a
statutory i:-:terest?
3.According to the information and beiief of the person or persons filing the return,is eny action described under
question 1 designed or contemplated?
4.According to the information and belief or such person or persons,has any person ether than the sUr\'iving spouse
asserted (o~is any such assertbn contemplated)a right to any property interest li.,tec en this schedule,other then
es indicated under questions 1 or 3?
DYes ~No
~Yes 01'10
0 Yes ~No ~
DYes Xj No
DYes j~No
DYes ~No
Item
No.
I
I--s-c-h-e-d-u-I-e-B--.----S-t-o-c-k-Ds_~s_cr_:_:_v~_o_t B_p;_o:_e_~_Yd_ir._:_re_s!_s_pa_ss_,n_g_lo_s_u_rv_ivi_n_
g
s_p_ou_s_e-------------I-$---:-a,,-lu-~-1-8-.13
Item "I.II above is the only item herein passing to surviving
spouse by virtue of decedent's Will~which left everything to
surviving spouse.All other property passed to the surviving
spouse as surviving tenant by the entirety.
II
2.Schedule D.-
3.1 ScheduleE.-
Insurance
Joint!y owned property
I"350.00
148,6.92.26
Schedule M-Page 29
TOTAL.$.J?_!_-!.~~_9....}_9
Less:(a)Federal estate tax payable out of abo·ve·lisled p:-operty interests \ $_
(b)Other death taxes payaola out of above·listed property interests _
NoneTotalofitems(a)and (b)1--------
____N_·e_t_w?lue o!above-listed property interests (also enter under the Recapitulation,Schedule 0).. . . . . . . . . . . . ...$15 I"5:6 0 ~39
(If more space IS needed.insert additional sheels of same size)
;:".,.,-'JOHN GOFFORT,Deceased_51 ATE C t ..'.......__._._.._
e59-1f,777.-.0-1
SCHEDULE N
CHARITABLE,PUBLIC,AND SIMILAR GIFTS AND BEQUESTS
If the !,c."sre,was made by ....'ill-
(a)Has any action been instituted to have interpreted or to contest the mIl or any provision thereof affecting the
charitable deductions claimed in this schedule?
(b)According to the information and belief of the perSO:1 or persons filing the return,is any such action designed
or contemplated?
DYes
DYes
ONo
ONo
NOI
$-----------
Net value of above-listed property interests (also enter 'Jr;~p:·:~.'w ?:;--':"tt.:::::.lion.Schedule 0)'..$
NOTotalofitems(a)and (b).............•............:~'u 1 _
N
TOTAL .......•.,..,.,.
Less:(a)Federal estate tax payable out of above.li:te~prope~y i:~ere~~:,$ . _
(b)Other death taxes payable out of above-Idea prope,ty l",ere,,~_
Item I Name and address of be~eficiary Character of institution AmountNo.--
I $
NONE
NE--.~._----...
NE
ONE
•)
•
(If more space is needed.II',~~l{;c~:of same size)
-JOHN GOFFORT.DeceasecESTATEOr_.. .Schedule N-Page 31
c!)9-16-7"77bO-2
SCHEDULE 0
RECAPITULATION
SC~I~d·I G_;o_ss_e_st_at_e.,..-A_It_e,_n_at_e_va_lu_e__I!_v_a_lu_e_at_d_at_e_Of_d_ea_t_h_
A Real estate,'"""""""".".,.",:....................................$_$9.!..Q.Q..
J/I
~
B
c
D
Amount
0,00
s
3.Mortgages and liens.,',1
.'Total of items I through 3.s 4,184.32
J
K
K
E IJo:~"~ow",d p~p"ly"",,,,,...·1··_______H~.§~~:~6
F i O.he.mlscellaneol,s property , ,, , , , , , . ,·1-··-·····················..-.-.
G I T~o.='sfers during decedent's life ..,' ,___----..?~.~.?.
i I
H \~.:.-.'·e,s of app~·intment...•,..,,.,, ,,!__·._··_···_····.I···.·..········Q Q·Q·
I Annuities........................1 0.00
II
___TOTAL GROSS ESTATE .
Sched·II I'ule Oe1ucttOns
\-------------------------_._-----------------,--------
I.Funeral expenses and expenses incurreci in adn~i:liste~ir;g p,opedy suhject to claims.'1'S.._.~_~..~_~.~.~..~_~..
2.uebts of decedent.",,.'t~Q.Q.
I
'.
-'II bJ tid d t'1 . 4 (')S....4..~...1..8..4...•..3...2._.:>.P.owa e amoun 0 e uc iOns rom item see note ,.......
L 6.Net losses during adrr.inistration _.....•........Q.•.QQ..
L 7.Expenses incurred in administering property not subject to claims _ _ .
0.00
8.Total of items 5 through 7 ".
9.Bequests,etc.,to survivtng spouse ,'1 s ~.~~~.,-.?~?_~.~~..g
1O.Adjusted gross estate (see ncteH
).....••.••.•..••••..•..••••.....•.••••.....•••..14~~.l_~1_~_~.2.?1
N
il.Net amount deductible for bequests,etc.,to surviving spouse (item 9 or one·half 01
item lO,whichever is smaller).. . . . . . . . . . . . . . . . . . . ..
12.Charitable,public,and similar gilts and bequests .
7'3~688.Q3
0.00
TOTAL ALLOWABLE DEDUCTIONS.except exemption (tota!s of ji"es 8,I Land i2). . . . . .....,$"'77,872•35
·Note.-See paragraph'!'01 the instructions.
··No:e.-Enter at item 10 the excess of "TOTAL GROSS ESTATE"over item 8,if the decedent and his surviving spouse at no time held
property as community property.If property was ever held as community property,compute the "Adjusted gross es:ate"(item 10)in accord·
once ,,,-jth t.l-Je instructions and example on page 32,end attach an additional sheet showing such computation.
EC'-~T;:'c-JOHN GOFFORT,Deceased..;1..__r:.'1'......_Schedule a-Page 33
SCHEDULE P
TAXABLE ESTATE-RESIDENT OR CITIZEN
Instructions.-This Schedule Should he Used only for the Estate of a Resident or Citizen of the United States
1.Total gross estate , ,, , . , . ,.., ' '..', , , , .
Z.Total allowable deductions ' , ,\$.1.'L.B.1.2_.._:?.R.
3.Exemption ,, , , , , , , ' , . ,..''I 60.000.00
4.Total deductions plus exemption,, ,,.., . ,, .
5.Taxable estate (item 1 minus item 4), , , , . ,.., , . , , , , ' , , . , ,,..' , ,..,..
SCHEDULE Q
~
TAXABLE ESTATE-NONRESIDENT NOT A CITIZEN OF THE UNITED STATES
137.872.35
$13 11 688.04
$-----.-.---------------
$-----
$-----
$-----------------------
Instructions.-Tbs schedule should be used only ror the estete of a nonresident not a citizen of the United States.See instructions
under "Deduction of administration expenses.claims.etc."on page 39.See also instructions under "ExeInption"on page 39 for
amount of exemption and names of countries.the estates of whose residents qualify for the "prorated exemption."If decedent was
domiciled in Canada and died after DeceInber 31,1958,see "Convention with Canada"on page 39 regarding special exemption~and tax computation.Use Form 706g (Schedule Q (2»instead of Schedule Q in case of decedent who at the time of his death
was domiciled in France or Greece and was not a citizen of the United States.(If the "prorated exemption"is claimed under the~Japanese convention,t..~e numerator of the fraction set forth in item 7 is the value of the property situated in the United States and subjected
to tax by both Japan and the United States.)The value to be entered for item 2 inciudes real property situated outside of the United States
if reauired to be inch.:ded in the gross estate by General Instruction J.page 4,
1.Value of gross estate in the United States (Schedules A.B.C.D.E,F.G.H.and 1), , , , , , .
2.Value of gross estate outside the United States (must be supported by proof described in instructions under "Deduction
of administration expenses.claims,etc on page 39).," , . " ,'",..,.., , ' " , ,.,,.".,., , .,1 _
3.Value of totel gross estate wherever situated (item I plus item 2),. ,.., , , , . , , . ' ,, , . , . '.., , ,
4.Gross dedudtcr:s under Schedules 1.K.and L .., ' . , , . , , ' , , , . , ,.., , ' . , , . , , , ,.., '.., , .
5.Net deductio:-.s u:1der Schedules J.K.and L (that proportion of item 4 that item 1 bears to item 3), . , ' . ,..
o.Charitable.p.:bH.::.and similar gifts and bequests (Schedule t--<i,,,.,., ,, ,,., , ,
7.Exemption of $2.020 (in estates qualifying for "prorated exempti·:>n,"use $2.000
0-item 1 X S60.00J.whichever is the greater),, , , , , , , ,.., ' , , , . , , , ' , , . , , . , ,, ,.item 3
8.Tetal deductior:s plus exemption (item 5 plus items 6 and 7),., ".., , ".,".,.,,'", , " '..,..,.,,.,, ,,. ,.$,_
9.Taxable e'Otate (item I minus item 8),, ,",,', ' '.., ,,.,.., , , , , , , ,",$NONE
SCHEDULE R
CREDIT FOR TAX ON PRIOR TRANSFERS
Name of transfe,or
Transferor's reside:1ce at time of deeth
I Dote of transferor's death
NONE
•
-------------------------------------.-------
COMPUTATION OF THE CREDIT
PART I-TRANSFEROR'S TAX ON PRIOR TRANSFERS NONE
1.Net value of rra:lSfers,.",,.".,, "$_
2.Value of rransferor's estate (adjusted in accordance with instructions for item 2)$,_
3.Tax on t,ar,slero,'s estate (adjusted in accordance with instructions for item 3), . . . . . . . . . . . . . . . . . . . . ...$_
4.Transferor's tax on prior transfers (proportion of item 3 which item I bears to item 2). . . . . . . .... . . . . . . . . . . . . ...$_
PART II-TRANSFEREE'S TAX ON PRIOR TRANSFERS
5.Transferee's tex computed without regard to credit allowed under this schedule..............................$_
6.Transferee's reduced gross estate ,, . , ,, ,,.$_
7.Transferee's deductions (adjusted in accordance with instructions for item 7),,.........................•..1 _
8.Transferee's reduced taxable estate (item 6 minus item 7)',.$ . . _
9.Tax on reduced texable estate ,"1 _
10.Transferee's tax on prior transfers (item 5 minus item 9), . ,, . . . . . . . . . . . . . . . .... . . . . . . . . .... . ...$,_
PART III-eREDIT ALLOWABLE
11.Maximum amount before application of percentage requirement (item 4 or item 10.whichever is smaller).. . . . . ...$_
12.Percent allowable is ....
13.Credit allcwoble (item 12 X item 11),, , ,,, . . . . . . ...$
JOH:.:I GOFFORT,DeceasedESTATEOF•.,.._
e59-1G-77750-1
Schedule p.Q.and R-Page 35
INSTRUCTIONS FOR SCHEDULE S-Continued
$8,391.50
$8,391.50
$65,000.00
$25,820.00
$40,500.00
$200,000.00
inheritance tax on the bonds issued by the M:country cO~'pora
tions.
Schedule S is filled out as follows:
1.Amount of estate,inheritance,legacy and
succession taxes imposed in the above
country attributable to property situated
in that country,and subjected to such
taxes,and included in the gross estate (as-defined by statute)__._.__.._._
2.Value of the gross estate (adjusted)_
3.Value of property situated in that country,
and subjected to death taxes imposed in
that country,and included in the grossestate(adjusted).
4.Federal estate tax before allowance of creditforforeigndeathtaxes.__
5.Amount of Federal estate tax attributable to
prOI)erty specified at item 3 (P!'opol'tion ofitem4thatitem3bearstoitem2)_
6.Credit for deat.h taxes imposed in the above
country (item 101'item 5,whichever is thesmaller).__...__
(b)Computoiion of credit in cases where property is situoted
oiltside both countries or de6:med situated within both countries.-
In such cases consult the appropriate treaty for details.
S.Exampl6:of computation of credit under the Statute.-The
decedent was a citizen of,and domiciled in,the United States
at the time of his death.The gross estate consisted of real
property in 1\1:country valued at $60,000;stocks of United
States corporations.$90,000;bonds of corporations organized
under the laws of 11 country,$45,000;and stocks of corpora-
tions organized under the laws of M country,$75,000.On the
date of death,all of the stock and bond certificates were in a
bank vault in the United States.Debts and administration
expenses total £20.000.The M country real propel'ty valued
at 860,000 and S10,noo of the stocks of l\'I country corporations
passed to the decedent's surviving spouse and the latter items
qualified for and were allowed as a marital dedEction.The
amoHnt of the gross Federal estate tax less credit for State
inheritance taxes is $25.820.The amount of the Nt conntrv
inheritance tax imposed on the widow's inheritance of $70,000
is $21,000.The value of the daug-hter's inheritance is $65,000,
consisting entirely of stocks of I\:I country corporations.The
amount of the l\I country inheritance tax imposed on the
daughter's it~he:'itance is $l!:),500.l\I country_d~~~:~imJ1ose .
).
•
SCHEDULE S
CREDIT FOR FOREIGN DEATH TAXES
List all of the:creigrl countries to which ds-ath taxes have beet,paid.credit for the poyu:ent of which is claimed on this return ._.__..__
NONE
ii-~~'~dit-i~-~i~'i;;-~d '{~r-d~~ih'i~~~s'-p~i;Ct~';_;;;~.-th~n-_.;;;~-j~i:~ig·n -~m:;t;y"'~o';'put~-·ih~--~~~~Ii\-i_;;;·t~~~~'-p;;id-'i~-~'~~'~_;;~~i~y -~;~-ih;~-~-h~~i-;~d
uoe a se;y-:rc.te coPy of S~hedule S for each of the other countries.The copies of Schedule S on which the additional computations are made
should be ar:::chec herem.
The credit-ccmputed on this sheet is for ..._.._...._. ._..__....._.__.__.. ...._
(Name of death fox o.taxes)
----.---_._-_.••••00_.•••._••__._.••__•._•••••..• _irr';JOs"d in .__..._....._...__....._
.(Name of country)
Credit is cC'::lp·..::ed under the _00.._.••__••_.__•••__•••••__•__•__._.••••__...._.••._.••••••
(b"3er:"ire0ty"0:"statule")
'-COMPUTATION OF THE CREDIT
(All amounts and values shown hereunde~musrbeer,lereci -irt-unrnm-5i'a'imrTnon'eyJ
I ...t..mount of estate.inherita:ice,legacy and SUCCe3S!:)n taxes impc=ed in the above country attributeSle to propertysitu::ted iI',th,:>.!country,and subjected to such taxes,cnd include-=:in the gross estate (as defined by stc.tute)....$__.._..__.._._
Z.Vclue of the gross estele (adjusted.if necessary,in ac::ordCl~ce '....it;'irlSlructions for item 2).. . . . . . . . . . . . . . . . . ...$ .__._.._
3.Value 0:property.situated in that country,and subjected to death tcxes imposed in that country.a:1d included in
the grcos estate (cdjusted.if necessary,in accordance with insrr>..:ctions for item 3).. . . . . . . . . . . . . . . . . . . . . . . ...$__...._....
4.Fede:a!estcte toY.Mfore allowance of credit for fcreign deal!),tcxes ' .
¢'....--.--------------------_...
5.P.IT:o:-;r:t cf ?edero.i eslate lax attributable to property speCified at item 3 (proportion of item 4 that item 3 bears
ro neP.1 2). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...$._,.__._._
--"""6.er",..l.it fc-_·c·",..·.'_},i~v.e.:;,.·m.po_~ed ,_'n the above co,,~..··.'r·.y.·\'j't'em_,-,__••u •.___1 or item 5,whichever is the smaller).NONE$----------._-----_.-----
;:0---,1:'o~JOHN GOFFORT J Deceased~::>li'___r .. .._.__._..... .._..__.._Scheciule S-Pcge 37
e59-16-777;'O-::
DECLARATION
Under penalty of perjury,I declare that this retUTI1,including any accompanying~statements,has been examined by me,and
is,to the best of my knowledge and belief,a true,correct,and complete return,made in good faith pursuant to the Internal ',,'-..
Revenue Code and the regulations thereunder.
:'NC:f\T.e:t\!:iber 20 1971,--·-.__~_~r------------,-------''(Dale)
~--'--'J4~~~~~~.--.--h~1-,~4__~~~~t~~-~i~~_~_Lf~_~_}5330'
(Signature 01 e 'CUlor./'V=TrY-~-"(Address)--.•~--~.-------------------------------,--------,----~-----------~__C~·__"~~--..~~)i
______________________________________..._.. .".'.~l
------------------------------------------------""""::;:;':._",,",tf'>y'
DECLARATION OF ATTORNEY OR AGENT PREPARING RETURN .1.'
•00 ~_d..f2~:~_ooh~:~~:::u~~~oo~~:-~i5-311-h.---oo----oo
Sisnature of jJreparer (individual or firm)other than (Address)
executor.administrator,etc.)Attorney at Law
Under pellalties of perjury,I declare that I prepared this return for the person or persons whose signature(s)appl'ar(,:),,\)o\'e It'
and that this return,including any aeeompanying schedules and statements.is,to the best of my knowledge and belief,a true,correct
and complete return based on all the information r.eJating to.the-matters requ.ircd..to be..rcported in this return of \\'hirh I ha\'e any
kno~dge...
N O~~~~_~E ~g_~_}~~_!
(Date)
i
(Percelll)°$4.0,000 (});o.lIe
$40,000 90,000 (}O.8
90,000 140,000 $400 L 6
140,000 240,000 1,200 :l.-1
240,000 440,000 3,600 3.2
440,000 640.000 10,000 4.0
640,000 840;000 1R 000,4.8
840,000 1,040,000 27;600 5.6
1,040,000 I 1,.540.000 38,800 I 6.4
1,540,000 _~2~,-:0,.-;4:::'O','-;0;_;;0:;:;:0-1-_:;_;:o7:::'O,_:S;_;;0:;;:0--,7,-.-::-2_12,040,000 2,,540,000 106,800 8.°
2,540,000 3,040,000 146800 8.8
3,040,000 3,540,000 190;800 ~9.6
3,540,000 4,040,000 238 800 '10':;r"-
4.04.0,000 5,040,000 200:800 .-c=:~.ll.2
5,040,000 6,040,000 402 800 .12.0__
6,040,000 7,040,000 .522;800 y 12.8 '.""/
7,040,000 8,040,000 6;jO,800 13.6
8,040,000 9,040,000 786,800 14.4
9,040,000 10,040,000 030.800 15.210,040,000 ,____________1,082;800 16.°
TABLE B
.'
CO~ll'l:'l'yd01\OF MAX]MUM CIt;;OIT 1'01<ST:\TE DEATH T.,xE';
67
70
73
76
77
49
.53
56
59
63
35
37
39
42
45
22
25
28
30
:32
(Percellt)
3
7
11
14
18
(4)
Rate of
tax on
excess oyer
amount ill
column (1)
(3)
4,800
7,000
9,500
20,700
65,700
°$1::;0
500
1,600
3,000
I 4.5,700
233,200
325,700
423,200
528,200
753,200
998,200
1,263,200
1,543,200
1,8:38,200
2 468 200
3;138;200
3,838,200
4,568,200
6,088,200
TABL~A
ce UJ ~:c.::··-~
$5,000 --
10,000
20,000
30,000
40,000
50,000
60,000
100,000
250,000
500,000
2;500,000
3,000,000
3,500,000
4,000,000
5,000,000
750.000
1,000;000
1,2.50,000
1,500,000
2,000.000
6,000,000
7,000,000
,8,000,000
10,000,000
~:=.fA'--.
~.
l"':':"'-',~
2,000,000
2,500,000
3;000,000
3,!jOO,OOO
4,000,000
40.000
50;000
60,000
100,000
2:jO,000
.500,000
7::;0,000
1,000,000
1,2.50,000
1,500,000
5,000,000
6,000,000
7,000,000
8,000,000
10,000,000
Taxable-i'-esta,~"
equal fo"Ot'
more ~~~P(
Page 40
JOHN GOFFORT,DESTATEOF_
u.s.GO'iEP.N/IIIl[NT PHINTING Of'nc£c59-IG-7775U-I
I
11518.13
L518135
1,518.13 T
'.,-z,.,•.~--~.O {)T
.00 T
,00 T
.00 I '
.00 T
-....-...J.~--'-,
L798.82
690.00
1,5 f:)0 .00
153.50
75.0 a
42.00
4)25 932 T
II
II\'
~U:>!01ffJ'+'rjJ
~L
,
1I
I
I
III
I'