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HomeMy WebLinkAboutOC1971-0599 - ESTATE OF O'BOYLEL3 --7/~-s /7·~:.-~. ---,,:.•".....-..:..,-~"'.:>.:-,---....<,.'~.,->~:~:.,,::.-.->.::..0,-,-...:..'~"'~:'.::..._".-,-...~..,..~oloo1'::u......:...~~·-;~_-..n...~.~l.:<;;~:::.i.....,.....":";~.-.-.u.~~.4.,;..::·~·'_~'~~~'~'-~~'~illut.~,t.._'4,L;..i.:::.:':.......~~.,_~., LAST ~vILL AND TEST AMENT I,MARGAREl'P.-O'BOYLE,Single,of the Borough of-Donora,County of Washington and State of Pennsylvania,being of sound mind and memory,do hereby make,pUblish and declare-this to be my Last\'lill and Testament,in manner -and form following,hereby revoking any will or \v.ills heretofore made [ t ' -'-, r by me. FIRST:I direct that all-my just debts and funeral expenses be fully paid and satisfied,as soon as conveniently may be,after nw decease. SECOND:I give,devise and beque::l.th to the pastor--of St.Charles Church,of Donora,Pennsylvmia,Five Hundred Dollars ($500.00)for the purpose-of saying High MasSEsfor the repose of the souls of my parents, Patrick J.O'Boyle and Bridget O'Boyle and to the deceased members of the O'Boyle and Cohill families. FOURTH:I give,devise and bequeath to my niece,Barbara Margaret High Mas~or the repose of my soul •. Duquesne University,Five Hundred Dollars ($500.00)for the purpose of saying j- Il\i ! I give,devise and bequeath to the Holy Ghost Fathers-.atTHIRD: Nee,all my United States Government Bonds. FIITH:All the rest,residue of IllY estate whatsoever kind and wheresoever situated,I give,devise and bequeath to my brother,John-T. OlBoyle and my sister,Mrs.Catherine A.HcDunn to be divided equally among ; 1 ! -I-I --i j. them and their heirs and assigns forever. LASTLY:I hereby make,constutute and appoint Thomas P.Nee to be-Executor of this my Last Hill and Testament.In the event he sh-ould predecease me-then I appoint uohn T.OlBoyle to be the executor of this my III , lir I- Last Will and T~st::l.ffient. IN \VITNESS \'1HEREOF.,I,the undersigned Testatrix above named,have hereunto set my hand,the -/1 day of October,in the year of our Lord one I Ij --~--,....'.......;.': thousand and sixty-five (1965). Signed,sealed,published and declared by the above named Margaret P.O'Boyle,Testatrix as for her Last Will and Testament in the presence of us,who have hereunto subscribed our n::l.IDes at her request as witnesses thereto .in the presence of the said Testatr~d~ ----2U~~~--C7>--..7 _<- ..-.".~.':...:,".:..:.',",..-:..~'..":'..:-.'"......," \ i3-7/-S77J 1\ffiilunit (@f 1Exrrutnr ®r l\bmttttatrutnr· §tutt nf 'tult.9yluutt1a t C!!.ounty of lIu.941ugtou·.S .9.9: Personally before me,the undersigned authority,a no.tal:y...pnhlic in and for said County and State,appeared J.9.h!1...T..•...9.~.l}.9.y.1~who,being duly sworn according to law,deposes and says that he'is the executor or administrator of the es- tate of M~.~.g~?;~.~..f..~Q~.~5?yJ~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of \, deceased,except real estate'outside the Commonwealth of.Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date o~the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator. Sworn and siibscribed before me this'..~.~~} .~1 J~~~ day of A~.~.~.~0..!~4:~·..·U ·E~~~~~.~·inist~~~·..·····~·..··................./7z~,:;.::Lf),~I "John T.0'Boy1e v f '·'0 lICHT·Notal'/..1..q1£.,.'.:J i:. .MII.Rl~II..n\llpire~February 2~IJlJlTIONAV INSTRUCTIONS ..;-.llW 'Cl.lmmlsSIO .Coun!Y•.pa..;'.~1·;An inveIl;~~lrw~nfI1edWithinthree months after appointment of personal representative. .2.A supplemental inventory must be filed within thirty days of discovery of additional assets. '":,.3:1 Original and 2 Copies and 2 RCRI-34,Under $10,000;I Original and 2 Copies and 2 RCRI-:33, Over $10;000,including Copy.of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec..5.2,72 P.S.4844.2,., \',1 ,~UUtutnry uub ~pprui.9tttttltt of the good/~nd ch~ttels,rights and credits which,./ were of ~~1;g~::r;.~:.~~.~Q.'.~.9.yJ~~...late of ~~::r;.9.~.g~9..~p.9.~.<?~~:. Washington Crmnty,Pd:,taken and made i~conformity with the above affidavit. ../ ,< "'./ .DOLLARS REALTY : ALL that certain parcel situate in the Borough of Donora,Washington County,Pennsylvania,which is a part of Block 20 in the Union Improve ment Company Plan of Donora and more particularly des~ribed as: .:,: BEGINNING at a point on the East side of Heslep Avenue,and 100 feet North from the corner of Seventh.Street;thence,along said Heslep AVJ North 5°50-1/2'East,a distance of 30 feet to a point;thence,Sout 84°9-1/2'East,a distance of 100 feet,to a'point;thence,South 5° 50-1/2'West,a distance of 30 feet to a point;thence,North 84°9- 1/2'West,a distance of 100 feet to a point at the place of beginning.(~:The said premises were conveyed by the residuary legatees,Catherine A.Mc Dunn and John T.0'Boy1e,and their spouses to John T.O'Boyle and Margaret A.0'Boy1e,his wife,by deed dated CENTS May 15,1974 and to be recorded.) PERSONALTY United States Savings Bonds,series E.(See attached.list.The joint owners named on said list predeceased Margaret P.0'Boy1e, the above decedent.) 7,500 5,987 00 83 TOTAL 13,487 83 .-) .) " ,) ()./;; i,c;.IN THE ESTATE OF. ~) ,,~, c ""\.1\}1~-~,;.," -',";\1 ~J) <:;;;;). '-~.".'):e t;)).~,I 1/,-,'.C •.~",Inventory and AppraIsement ~/'>~... \4 I"~j,r .. .::':~'. I~~. '~, .,~~~g~~.~t..~.!...Q.~.~9y.l~,).,.4e.~e.as.ed,.,·..... -0) .l Filed A~~.~~.~,0:i9.?~. ') .:.' ... \!., .",...."-.J -&=":E::o::o (/)r>rnc: I"Tl(f).C')(f) -0.'t-r~<:I:(f)(f) !••:z -!1'1 en 0: oj n-....._.fO-'--...,');,:')po~"Tj :Sia..~ ~1:J'. --a~:::o0__-:-f --'_-UfO •f-~-' J>(f) c..o ,. ~t\1f;2,§;7)~~S:-, Paul M.Petro,Esq. 215 Seventh Street ~(f~~a"3:_j-=---O!3 _ --------------------_. ESTATE OF MARGARET P.O'BOYLE LATE OF DONORA,WASHINGTON COUNTY,PENNSYLVANIA DATE OF DF~TH -APRIL 13,1971' 'UNITED STATES SAVINGS BONDS,SERIES E I.Issued in the name of Miss Cecilia O'Boyle or Miss Margaret 0'Boy1e.(Sister) Issue Maturity Redemption Serial No.Date Value Value Q 260 544 380E Se p t.,19ttl $25.00 $46.22 Q 464 853 742 E Oct.,19 25.00 44.68 - Q 417 598 250 E Oct.,1944 25.00 44.68Q366915121EFeb.,-194~25.00 .45.45 Q 685 567 3~E Aug.,194 25.00 43.19 - ,Q 591 245 5 E Mar.,1945 25.00 43.92 Q 756 740 717 E Dec.,1946 25.00 '41.53 Q 739 656 713 E June,1946 25.00 .42.21Q710889216EJan.,1946 '25.00 ~.$,~., II.Issued in the name of Mrs.Cecilia'Cairns or Miss Margaret O'Boyle.(Sister) C 234 456 152 E bec.,1955 100.00 $127.60 c 2~55?lo8.E Oct.,1955 100.00 127.28C 2 ~689 666 E Oct.,1956 100.00 124.88 D 3 1 488 48 E Oct.,1956 500.00 624.)+0C240960,290 E,Sept.,1956 100.00 1 124.40C240960196EJuly,1956 100.00 127.52C238341412EJuly,1956 100.00 127.52 C 238 3~1 290 E May,1956 100.00 127.24C2367 2 321 E Apri1,1956 100.00 127.24C236257582EMarch,1956 100.00 124.52 C 236 2~7 ~E March,1956 100.00 124.52'C 350 5 8 E Oct.,1957 100.00 125.28C252694252ESept.,1957 100.00 125.28 C 2Gl 209 134 E Sept.,1957 100.00 125.28C 2 9 686 959 E Aug.,1957 100.00 125.28C249686852EJuly,1957 100.00 125.-28 C 247 424 E64 E May,1957 100.00 127.36 C 247 424 3aE April,1957 100.00 127.36C24742437EMarch,1957 100.00 127.36C246 259 661 E March,1957 100.00 127.36 C 2~6 259 807 E Feb.,1957 100.00 127.36C 3 6 152 699 E Dec.,1958 100.00 118.92C354923257EApri1,1958 100.00 123.32C354687818E .Feb.,1958 100.00 123.32C354363981EJan.,1958 100.00 .123.32C373210091EDec.,1959 100.00 116.80c373210009EOct.,1958 100.00 121.24' C ~72 025 385 E Aug.,1959 100.00 116.20L86200988EJuly,1959 50.00 59.50L487448306EJuly,1959 50.00 59.50C370900673EJune,1959 100.00 119.00$r~,231.44 UNITED STATES SAVINGS RONDS,SERIES E .II.Issued in the name of Mrs.Cecilia Cairns or Miss Margaret Of·Boyle.(Sister).(Continued) Issue Maturi ty RedemptionSerialNo.Date Value Value C 368 555 669 E March,1959 $100.00 $119.32C368E55579E.Feb.,1954 100.00 119·G2L62952915E.Sept.,196 50.00 48.2L632153556EJuly,1964 50.00 48.42C412471935EMarch,1961 100.00 110.24C408769098EOct.,1960 100.00 112.32C406019238ESept.,1960 100.00 112.32c405566894EJuly,1960 100.00 114.64C40a566759EMay,1960 100.00 114.40'c4o 523 125 E May,.1'960 100.00 114.40C404523020'E Aprll,'l960 100.00 1~.'+0C402793785EJan.,1960 100.00 110.80 $1,2r~5.o6 III.Issued in the name of Mrs.Cecelia O'B.,Cairns orMi'ss Margaret O'Boy1,e.(Sister) C.372 025 499 E Oct.,1959.'100.00 $116.60$116.60 TOTAL GRAND TOTAL To Issued in the name of Miss'Cecelia Of Boyle 01'Miss Margaret OIBoyle $394.19(Sister) 110 .Issued In the name of Mrs.Cecelia i Cairns or Miss Margaret O'Boyl~$5,471).44I,.(Sister) III •.·Issued in the name of Mrs.Cecelia O'B.Cairns or Miss Margaret 116.60 $5,987.83 ;O'Boyle (Siater)$ :1r 1___L _ .00 T .00 T '\, .0 0 T .OOT -~-.6ol-· 1.6....,-(1-r -___.~f ~-'" 7,5 00.0 C 5,987.83 ' 3,0 8 7 ~4 5 16,5752S S 4,0 1 7 .85'- 1 2,5 5 7 .43 1''-..' i 'I I' , I•r I ! I (),,~i3..l .:,..,1 ,n ..l-., RCC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26·S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,'Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: DECEASED JOINT DEPOSITOR,,.. . TRUSTEE OR INVESTOR _---"'!1~a~·rfr.;o,;~are=··='·..;;;.t-:O~·=B=oY:<-:l==e:....·_ ADDRESS 71_·9_·_Ue_s_1e..,..'~p·_A_v_:_en-ue---::)-·Do__n_o_rs--=·,:....·_P.,;,;:a.:-,,';.=1:.:::.50.:,:3:,:3:-,,·__ DATE OF DEATH .:-:-=::-:-__-----.:AP:....r1l_·_:_1~3.:..-.......,;1971:....:·_._._ SURVIVING DEPOSITOR,...". BENEFICIARY OR INVESTOR _.....O=ao.lfjih~·Au;r;a,1nUole....·~M,McnIloLlJ.uJmWln·__,'--...... ,, ADDRESS ~~3:.::2=-~-=:S::::e:.:.ve=:n~'th~~\S::.;t~.~2~D~a~n~or~a~'L.~Pa!!.!.l.:;,·•.:!:12120!:!,,;3l.il3!....-__ RELATIONSHIP TO DECEDENT~Si~s~:teel'I!r;:;,"~""::""~--_ DATE DEPOSIT OR INVESTMENT ' ,.'\'.'' .;WAS ESTABLISHED ,Il Feb",~ri 26,196$' BALANCE,INCLUDING INTEREST,·,..':"..I·,. DUE,AT DATE OF DEATH $_...::1::.;;O;.a..5~O:.=·8~~8::.:6~·'-:--:----"--~_ '<it ~~,A..A'..c-,~~. .Signature .'..'.'.1 rITL.~. . .AS${s:tan~Manag~r « RCC-43 (5-65) ..;.;.. COMMONWEALTH OF PENNSYLVANIADEP'Jrl~TMENT OF REVENUE HARRISBURG NOTE:TO BE SUBMITTED !N TRIPLICATE i[ ',' .- I~ I Pennsylvania Department of Revenue Bureau of County Collections 26·S.4th Street Harrisburg,Pennsylvania Dear Sir: '. ,Pursuant to Section 742,Pe!"nsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report::.. , ,...\',..,'.......,.'~....,.'.. :.,NAME OF REPORTING ,.-,.->'..•;., FINANCIAL INSTITUTION Dell••N~tlO!lal'Bailk It Tf1ui'.*Camp81;",-Demars orr*cep.o.Box 80','601 .dean Avenue . ":."ADDRESS"Donor~.Pa.16088 .'"ACCOUNT'N·D;OF JOINT,' , '..·.T~YST O~,INVESTMENTDEPOSIT'.8a~f.D_-certificate 1'4808 ~~'t4sa8 ,NAMES ON'ACCOUNT •" OR INVESTMENT Hiss Marga"etQ'$oJ1',1o CliI".$.Cathel'iaelfeDi8j' ,. "., ,~.~...l...!'I".. .,, f..,~.~~---------------..:..---- - '...DECEASED JOINT DEPOSITOR, ,,.'._,~..~TR.USTEE OR INVESTOR 'tis HBPpret 0'80$1. ADDRESS <·__n~O_He_'$_l_ep:-'_A~w_a..;..:\I:..:.&..L,...:;'D...:;o.::·rio::.:J'~'a~,...:·P;.::8:..!.•.-:,1=S:.:::f)8.:::.:8~·_ . • .i • DATE OF DEATH .--:-__":'-;_---!:l!.Ap~·ri:.:!i:.:!r.l.....1!t!olii9~•.;..jjlloSi!9:.L:i71...'--:...'_--,--_ SURVIVING DEPOSITOR,".'1-;;"," BENEFICIARY OR INVESTOR 'Rtis j CalhaUn$4lfcDmft' I •:.\~~..I'• ADDRESS ---=922=..~S:::e:.:.ve.::n~t~h:....:S~tr~··.~ee~'t:.4"....:-'D!!!.!O!1i!O!·~o!'~a:!.t;--'P!:!'!~.L....,.&.i15~'·O~Un~.__ ,J.. RELATIONSHIP TO DECEDENT ....'_s:.::i:.:.st..;.,;e:.::.._~_ DATE DEPOSIT OR INVESTMENT j WAS ESTABLISHED JanuarY!".1988 BALANCE,INCLUDING INTEREST ,j •...',-,/vii"-1 (!..Ii (;1')'_.8/1/5 '/,flo DUE,AT DATE OF DEATH $$5,000.00 ~/[tY,cXv _O,5ba'''Cp -.J,D ,I C:'~-L~~4 ~1~ Signature TITLE A~sistaDt KaDa~r .~.. RCC-134 (1-69)'.""'~. COMMO~WEAL,THOF.'P:E'~·NS'YLVANIA"·• DE#'ARTMEblT OF REVENUE BUREAU OF COUNTY COLLECTIONS 'I"NHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHER,ITAN.CE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:gitS.GrETH.RIms;Ue~tJNN 322 SEVENTH STREET Dote:__4,A;'1!l~pp:illd;-"""2,,,2T)...,1~W'¥+clb------- County _---ll;J,J.·Thl..;;'i~J=lu.TJ.llil.TG~'I.I.I'O..LIl\.!l_J _ County FiIe No.__3_-_/_.....:../1_:E_o_,_/__ Bureau File No.?..:?-l/-...5,77' We have received notice that,_XXY}g{X;XXX~cr.niQGG{~vvXX:X:JQQ:(XX:~m.x~n~~il,If,..1.?~,.you came into ownership of certaT;~;C;pert;thro~~h_~~ w.a:s ~0i\&(l~~01~transfer from HISS I1ARGMiliT 0 'BOYLE,Deceaced. 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 tax due is imposed upon you,as transferee. The property on which tax.is hereby assessed consists of:Jt.sjiP'ings Ce:r"l'if'icate #45528 &-1145529 (1) ~SOV:Uij~~"ceolim'f.Jl~3273g9 Q.l A€llQ ia tM H.i1:IJ.ON N~'l'IONAL Df,~TK &TRUST CONPW,Ia the llames of (1)1.11$MARGtlRF,T O'BOYI.E OR MRS.Cp,'f'HKRTl\m;McnJl1IJl\I g.(2~WIRG·,RET O'BOYI.J<:OR OA'±'HSl~In£HeDUmJ.Opened (Jot $5,000.00 &(2)$10,508.86.Balance as of dtxte of-d~eal:'Ctft-hj;;---- $J 5,50$.86..'....._._._.. appraised by the Commonwealth,as of the date of de'ath,at $l5,5Qg.g6 , 50 %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 $--'..J-.7,.:+7~54:-.~434---$-------- D If you pay the above amount within three (3)months of the date of death of the decedent,or on or .before .IpJy 13 19.;n.you may deduct a discou,:!t.of 5%of the amount of taxdue,or o This tax'became delinquent,fifteen (15)months after the date ~f death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is al.so due as of * ._ 19__in the amount of *If the ta'x is not paid by the above date additional interest is due at the rate of 6%per annum until paid ASSESSED BY:--'-__ (Agent for the Commonwealth) APPRAI SED BY:....::-...,~LlL!..~~~=-~~~ $J ,)6;3.J6 $-================= INSTRUCTIONS TO TAXPAYERS ,. To insure proper credit to your account this Official Notice must accompany your payment.Mail or brin,g it to: -. 1(wmlfAM~ .' Make checks or money orders payable to: ~..,Y /;/b3./0 . C/./f7/ •','"-'-'-:~:<"'"I 'I~--',j...!.:,-J _.;,• .1\"l.....~i.:_,.-~'''-~ If you have already paid this tax to an e~e~utor,.administrator,attorney or other pe~~ona,J\<~'ep.r~~e,I1Jptive.qf t-he decedent for forwarding to the Commonwe(]It.~,.list b~low the da.t~pai.d/,~9m~and addres~of the.pe'rson :tej,'Whom· you made payhlent,their official title and·the amount....,.•...::;..:.......:1 ....",.,\';_..:;:.::....'.."....'..~'.~'\ Date Paid Name and Address of.Paye'e .'."Official Tit·le,.".'.,"..:Amou'nt Paid '"'.~., -:..,'." Under certain circu.mstances,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 valu~:;~f\t/1~'propertyinthe co~putcit,i,on ~of.tc?:x:d.ue..;If any such expenditures meet all of the three following tests;it.·is..~ecommended that.'You 'ite'm!ze',the p'ayment~~elow, execute the affidavit,and return this notice.The Register of Wills will e.xamine the de.bf.~:c;laime~an.clal.low ~ those which he'determines to be proper.The tax will then be recomputed and'yi>u will receive 'an a~ended ~. 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 des'cri'bedabove'and can furnish proof of such payment,if required,and 3-These same debts are vot a Iso claimed,for tax purposes,by'an'exec'utor,tidriliriis·trator or 'otner . 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 '"". I . ". ",.. ,,. .. ... ..TOTAL $ (attach separate sheet if required) SS: . I,hereby certify ,tha.t the"fore,going is a just and true statement of funeral expenses and other debts of the decedent,. .'for which I was legally responsible and which I did payout of the prope~ty her.ei'n 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.'-'t",;<n~""i_.' COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. Si griciture of~T axpayer REPORT OF REGISTER OF WILLS I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $--------0 " . Date of Approval:_ Register of Wills DEPARTM1£NT OF REVENUEtJBURF,AU OF COUNTY COLLECTIONS .'¥'~~RISBURG.PENNA.171Z7 Form RCC-2 ...~..,."...':,..,COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX·' APPRAISEMENT Whereas,MlS.S.MARGARE.'r.o..'.s.om late of J?QNQ~;. in the County of J'lASliIl'l'i.TON Commonwealth of Pennsylvania,having died on the ~3th :day of Aprll 19.71 ,seized and posses~ed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Th FRANCES LEOerefore,I,.........................................................................:.............................:..............................,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 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes, , $ ". Jt6Savings·Certificate #'/.,.5528 &#11.5529 (1)Savi.np:s Account #182 32 7389 01 held in the MELLON NATIONAL DANK &TRUST COMPANY.In the names of (1). MISS-MARGARET o'BOYLE OR MRS.CATHERINE McDUNN &(2)MARGARET o'BOYLE OR CATHERINE,McDUNN.Onened (1)$5.000600 &(2)$10.508686.Balance as of date 0f death,$15,508.86 i ..~J . ...f ..·.I.....;.!...I ....-~ ~.-I , I . r "";l I -....:..I .•- '....', .......'...- ~,.I I . , , , , Having been duly sworn according to law,I do h~reby certify that the above appraisement is made in con- formity with law on this ................~.........day of ..............................................~.........~...................19...7~... ..............,.............................~....................~ Appr aer . I·..............·........·......·............"iU"J:~j~~..·;;;,d..st~~~·i·i............·................................................ 7!J/)~~Penna..........................................................-....~...""'>1'..................................., (P~~e)I .......\'IAeliI~':l'9.I.'l.COUllty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..MIS.S MARG.ARE.T .Q..'.BQYL.E.. Deceased. Late of ............................p.QNQRA . Date oj Death,4~13~.71 . Appraisemellt Docket Vol.,3.~mx . Page,.J,.~+,N o..9J.~7.:l,~.599 . Filed in Register's Office,A...~.s.:t-.+..Q .19.7+,. Amount of tax due,$. DEPARlMENT OF REVENUE Received, Exa.mined and Approved,:. Wrote abo.llt Appra.isement,. Appeal jt-om Appraisement,.. Entered and charged,:. _J -' ,. "' ,. r'" , ... '- j ! ,;! ,. '".....\ "t .. ',., ·~.~,_.... COMMONWEALTH OF PENNSYLVANIA DEP'ARTMENT OF REVENUE, HARRISBURG RCC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLlC~tE/. I Pennsylvania Department of Revenue Bureau of County Collections 26,S.4th Street ' ' Harrisburg,Pennsylvania Dear Sir: Pursl;lant to Section 742,Pennsylvania Inheritance and'Estate Tax Act of 1961, we herewith submit th.e following report: !' NAME OF REPORTING '." ,FINANCIAL INSTITUTION"Xj11QD.-Jfatlofta1 Bank 'end ftusi C«mf>8D)Z'.Baitnr"ortiee •••M'j • '.'j'.f ...•.., 199~~~~~O.OOFBIDH~-::"SOt McKean AveJiWt,'DOftorj",!a•,S08S,"J:;t ..' TRUSt OR INVESTMENT,DEPOSIT aUlDiii';";dtttOa,te l4$t;iIR .....14$$3l J ,yi, NAMES ON ACCOUNT :J '/.'';, OR INVESTM~NT 'Miss Margaret O'BonG Or Johll O'tloyJ.e y;:".;.': DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR HiSs Margaret a'Bcq4;j![ ADDRESS '~71.....01L·...,I;1ILII8.11,w,e:q.'pa-Aa.;velU'·'::IlDIIoIUeI:l-!',t-'-AlnlU:onEUo~·i!a:.t::l.+'...,lIP=il.~......lW1S""O~S,i1------ ',I."' DATE OF DEATH "_'.......A....p~r....n~.•1.....3 ...,....1""971....·'I!o-,_ SURVIVING DEPOSITOR, BEN EFICIARY OR INVESTOR -'"':rn_hIUDI--IQ"""'_Bou.i/o,Me -:--_ ADDRESS 70.u.Ija-H.I:&li'lI,Al;K~cs;g,aDu........AL¥JrJ:l,eQU'4I'oII:e~,.....Dl&Lo~Quora:.cal-t,~:ea;a,.........1~$O"'a"'31.-- RELATIONSHIP TO DECEDENT~b....ro.xt.....he_·'lA;,r ~_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ,Januan Ja,1966 BALANCI:,INCLUDING INTEREST .,, DUE;AT DATE OF DEATH $...6..,.,nloPoo.w....OUln__--:.......;;......_ ,., C-~,,4.4. Signature ( 4 cA,t?;si-. 'TITLE ,lssi.stafttMallagel'' '......Reo:-134 (\-69) COMMONWEALTH OF PENNSYLVANIA ..DEPARTMENT OF REVENUE /BUREAU OF COUNTY COLLECTIONS '"INHERITANCE TAX DIVISION .:'~ OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION ... TO:_-lHwO....f.....lIl.....l ....O'-',-'-B.....O'-'-YI.....,T..:.,i;_ 705 McKEAN AVENUE, Date:--ft1Ap~;p;:illl::l:-062216"r-I1"79'+7+-1 _ County __\'\l_AS_H_I_N_TG_'l'_O_N _ DONORA,PENNSYLVANIA.15033 County File No./19 -J 7:0 -) Bureau File No.6'1 ~7/-sy?. I •We have received noti ce that,~~~~~OUOOharlOCOlyJCOly_y_xx.ux..xx..XXx..y_y..xx..y_,:o;X'',{XX¥..x.x..v...:a.xX..v...v_XXY..:a;x.. on AprU 13,1921-,you cam'e into ownership of certain'property through". 't'~~~~M~~~~~:ff!Uc'transfer from HISS ~fARGARET 0'BOYLE Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and t~e liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:Jt.SaV'iftge Gef'tif1e8;1;e #/;5530 ana #1;5531 heJd i:R tbe tWIlOl\]~iA'I'IObiAL l~jU1K um 'I'EPsT COMP~J1Y,DmloHA OFFTC:J<~,IlON(mA,pA.Tn the names of HISS MARGARET O'BOYLE OR JOHN O'BOYLE.Opened January 28,1966.,Balance as of date of death &>5000.00 appraised by the Commonwealth,as of the date of death',at $5000.00 50 %of thi s amount is taxable at the rate of '5 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before tw 1r 19 71 you m~y deduct a discount 0 0 of t ~Oll1ount 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 additional interest is due at the rate of 6%per annum until, paid $_....tI.2~5,y,OO"'"'......O"""O _ 375.00 18.75 $-------- ---------~- APPRAISED BY: TOTAL AMOUNT DUE $375.°0 $:=::==========:== %~.A-ASSESSED BY,~_ (Inheritan~e Tax Appraiser)A.)..((Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to:\ AGENT fOR HiE COMMONWEALTH COURT HOUSE WASHINGTON"PENNA.15301 .~ If you have already paid this tax to an ex.e.cutor,...administrator,attorney or other pe~soflal represenrc;ti~e of the decedent for forwarding to the Commonwealth,list below the date pai.d,na.rne :ari~address of th.e person to'whom. you made payment,their official title and the amount...',.'~ , .",.'.!".' Date Paid Name and Address of Payee ,"j,"Offi~ial Title '... .. Amount Paid , I SS: Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value ,o.fthe prop,~rty·in the c.omputation of·tax due..If any such expenditures meet all of the three following tests,it i!i recommended,thqt yo,u iterT)i,z~the.payments below, execute the affidavit,and return this notice.The Register of Wills will examine the gebtsclaimed 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 I red) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ I,hereby certify that the foregoing is a just aDd true statement ~f funeral expenses and other debts of the decedent,,for which 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__. REPORT OF REGISTER OF WILLS Signature of Taxpayer 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 Approval:_ Register of Wills -;.I .~'~-..~.f Form RCC-2 .DEPARTMENT OF REVENUE ~finJREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE A1}:.g.!:l..~..~~9..1 !..~.?.!. COUNTY ..W..~.§.h.i..ngJ;.Q.n . FILE NO..?~.:.?!..:.:?...?..?._. Whereas..MI~.~MA~.QA~.~.~9..'..~QX~.~late of ~.Q~9.~: . in the County of Jr.A~.H1NQ.r.9.N.Commonwealth of Pennsylvania.having died on the ~~!..~.~.~day of J.':p..:.~.~19 ?.~.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I ¥..MN.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 collateral heirs of the decedent after the expiration of any estate for Ufe 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 interest. Unit AppraisementDeacrlptlonofAnetValueaMadeforInheritance Tax Purpolea $ Jt.Savings Certificate p #45530 and #45531 III held in the MELlON NATINAL BANK AND TRUST COMPANY.DONORA OFFICE. DONORA,PENNSYLVANIA.In the names of MISS MARGARET O'BOYLE ORJOHN O'BOYLE.Onened Januarv 28.1966.Balance as of date of death 5,000 00 -, r-:;. .:) ~."'...~I f-:...............-...J ,; ""1 I ~~~~-,....,-.-J ) .I I-'"·~j-,~, I ·.... .~.-- ~~, ~·.-,.'.,.,........~--.....,..,....". \>.,.).......Q -.. '-'-- I Having been duly sworn according to law.I do hereby certify that the above appraisement is made in con- formity with law on this ....................~Q..:e:tl.L......day of .............................~..L.~:..~..........................................19....7/... ..............................~..................A'.-Q...l!1.J ............~....·........·...P!L.L/.~IJ ...................................../iJ................................................................................................................... ............................................C!4~:lFo...............................Penna. I , ~ ............................J'lASUINC.TQN:................................CoUllty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...................MJs..S .MA.RC.ARE.T 'O..'..B.QY.L~. Deceased. Late of ........D..QNORA . Date of Death,4~1,.;3..~..7.l,. Appraisement Docket Vol.,3...8 . Page,1.8.0~1 N o.6.3.~..71~.5.9.9 .. Filed in Register's Office,A..~g.L 3.Q 19..7.l. Amount of tax due,$:.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appmisement, Appeal f"om Appraisement,. Entered and charged,.. •...j .')~ ,'...., .,.<,:1.: 'j .~ l '"l- Fo.rm RCC-33 RESIDENT DECEDENT J ...............................-..................................•...................... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ,..-j',"\., ... I~WORTANT:This return must be completed n detail and filed in duplicate,with will attached,with the' Register of Wills ·of the County where dec.edent resided;Return.is due within one year after date o.f death,unless ·an·extension is grante~by.the SecretarY,ofRevenue.(Section 703 of the Inheritance and Estate Tax Act or 1961.). .................................................:;~. IN THE MATTER OF THE ESTATE OF,}AFFIDAVIT OF _MA:~gA·~~·~·····..~~t;~~i~Y.·~;~~~t·)··:EXECUTOR . Late of w..?:..~.h.~Ilg~O.A CoUDty ~ State of R:.~.pn~.y.+..Y..~:i.:.~}.. '... ,ss. County of w.:g§h..~.P.g.:!~.9.;J;l : :::.:~_.·. ...........................................................:r.Q.I.:lli ~..~Q..~..J.?Qx.~.Executor of the estate ·of the above-named decedent being duly sworn,dell'ose S and sayS ..?~:g,J M~:I:>.~t..:r.'.9.,~.1?.q.~... .?~5...S~.y.~.p..t.h:St:r..~.~t..,PQP..9...:r.'.~.,:I:>..~.!~5..9J.J .. Decedent died Apr..i.l ,~?;,..:,,19 .7.~..,f te~tate 'leaVing'a last will,copy of which is hereto attached.} (Month)(nay)(Vear)Lintestate .' Name and address of attorney or} other authorized representative to ..... whom all correspondence should be . mailed.. That as such ~~.~.g,}J..t9.;r.deponent·is familiar with the affairs of said estate and the property con- (ll:Xt!Clltor-Administrator).. stituting the assets thereof and their fair market value.. That at the time of death there was no safe deposit bux registered in decedent's .individual name,or jointly with,Or as agent or deputy of-another,or in decedent's individual name,withright of access by another as agent or deputy,with the exception of the following:- INSTITUTION DEPOSIT ·BOX ' That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the.exception·of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an.interest therein.It also sets forth the mortgage encumbrances upon each parcel of real.property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore·the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth ful'ly and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,·whether individually,'or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in'the case of savings banks,and to the date of decedent's death in all other cases;'all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United State's to the decedent;all obligations,Whether,by statute or agreement they are designated as tax'free;of the United States,or any state,or political subdivision thereof"or of any foreign country,which ~re oWned at the time of death;all wearing apparel,jewelry,silverw~re,p~q~ tures,books,works of art,household furniture,horses,carriages,automobiles,boats,~nd any and al\ other personal chattels of whatsoever kind or nature,left·bydecedent,.together with the fairlyestimated~_. market value thereof;all bonds and mortga.~es held by decedent and of .all claims du'e and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of'which'decedent died possessed,of whatsoever nature,wi th interest thereon,if any,giving..ttte "face..~-~value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys p.ayable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends dlle thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent'~death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. '. :"'1 •.11!I ., i " In the case of securities of close or family corporations,the values reported.are as far as possible substantiated by financial:'statements of the corporations,showing the asset~and..liabilities thereof .as.,.of tJle ,date of death.The schedule also.sets forth the i~terest of decedent at the time of death.in'any 'co-partnership or busiriess,and in support of the val\:Ie of such i~teres·t.ther·e 'i~ann~xed to said'scheduie,'financial statements showing the assets and 'liabilities of said co-partnership or business. A copy of the 'co-partnership'agreement,(if oral,'a 'statement'setting:forth the natiJre of the "agreement) toge.ther,..with a statement setting for.th the character of the bilsiness,'its 10Clltion,:and 'such'other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set 'forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death~' The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within .two years of decedent's death,in contemplation of decedent's death,',or intended to take effect in'possession or enjoyment at or after death,said schedule sets forth the nature and value of s~ch property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.<In the'case of t~ansfers intended to take effect in possession or enjoyment at or after death,.there is.also attached:to .the·schedule a COllY of the deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in saidscti~dule a iist of ~ll p~operty,real and'perE!onal,w'ith'its value,which passes lit9-ecedent's'death by virtue of the exercise by decedent,either individually,or jointly with another,'or"any power of appoint- ment vested in decedent,either individually or Jointly,by the wiP,deed,'or other instr.ument of another, with a copy of the instrument creating such power attached to the schedule. T "._\.'-, That Schedule D attached hereto and made part hereof sets forth the names and addresses of all p'ersons beneficialiy interested in'this'estate at the time.of,decedent's .death;tl1e .na.tur~,of their res- pective interests,their relationship,if any,to the decedent,together'with tJ:ie '-ages at the time of decedent's death of all minors,annuitants and beneficiar'ies for life u~der'dece'dent"'s 'W11l:It also contains a statement showing ~h'ich of the benefici'aries named in the decedent's wi-II,:'If any,died prior to d~ced~nt,'the d~tes of 'their 'death,their issue,and·the relationship of.such issue';tb the beneficiary.,' ThatSchequle E attached ~ereto .and made a part hereof sets forth all property,real and per- sorial,'owned by the decedent jointly with another o~others,iricll.iding intangibi~;·stan,ding.in:the name,~',' of the deceden'tand others,plus the date and place of r.ecord.of instruments .effe·cting the vestiture of real estate and the date of,acquisition'of personalty"plus the name,address and rel!!-tionship,if any, of co-owners,to the decedent. That Schedule F attached hereto and made a part h~r~of sets forth full~and in detail all debts and deductions ,claimed for and on behalf of this decedent's estate,including hlneral expenses paid; family exemption,where applicable;'costs of'~dministration of this estate;'c~unsel fees 'and 'fudiciary's commissions paid 'or "to be paid;'cost expended for burial trusts,tombstones'or gravemarkers,and reli- gious services,in consequen'ce of the death''of the decedent;debts and,claims owing .ann lmpain at time of death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651'of the Inheritanc~and Estate"Tax Act);:together with a statement bf'collateral pledged for obliga- tions,if any.It is 'agreed that the fiducfa~y'will present proof of'said claimed obligations upon re- quest,"that if the amo'unt actu,a.lly paid in settlement of any fee;'cominission or ·debt·is less than the estim'ated amount cla.1niing and alTowed,tha:t the same will be 'repOrted to the Register of WillS,and that the--amount of'tax assessed can be'reassessed 1'n 'accordance therewith. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein, have 'bee'n carr'i~d 'forward"and p~~p~rlY registered in the Summary. _,','t' -~~--------- .,7.;I,.Q tl~.·.~J.~.p.~..A.Y.~n.y.~~-_.. (Street Number) .....P..'?P:?~.~.~~~..~·~.?9.?.?.:. (City or.Town'and State) Subscribed and sworn to before me this ,.. ................;:.:9..t.h./:da;of ;A~.@.§.t '19 7.4 . _m..2£~y4brK~·················_······ MARTHA'I)',DCHT;Notary Polilill' ',..,My Commission Expires FebruarY 29,f976 '. -":'/,Donora,,Washington ,County•.P.a ;,NOTE:Befor'e sigtiJng affidavit make(sure a1'1 blank spaces in the affidavit 'and schedules annexed are f111'ed in .with det~ils or the "word ..~!tone",and 'in case the assets include rare and unlisted securities, securities of'clos:e or family corpo'rations or an interest in any'co-partnership,or business,that the .data''a~'d~st~tement:s required'under the paragra.ph above relating to Schedule "B"are attached.Also make certain that 'colUmn #i in the "Summary"has been properly completed as above-dir.ected. I \I I Rq::-414 (1-M). " CCMMONWE"AL TH OF PENNSYLVANIA DEPAR'TMENT OF REVENUE 'BUR"EAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant'in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together with a general description of the property,with a reference to the record of the conveyance by whi ch the decedent took title;If a farm state number of a. cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. ALL that certain parcel situate in the Borough of Donora,Washington County, Pennsylvania,which is a part of Block numbered 20 in the Union Improvement CompanJ Plan of Donora and more particularly described as follows: BEGINNING at a point on the East side of Heslep Avenue,and 100 feet North from the corner of Seventh Street;thence,along said Heslep Avenue,North 50 50-1/2'East, a distance of )0 feet,to a point;thence, South 840 9-'1/2'East,a distance of 100 feet,to a point;thence,South 50 50-1/2' West,a distance of 30 fe et,to a point.;' thence,North 840 9-1/2 1 West,a dist~nce of 100 feet to the point at the place,of beginning. (1 )(2)(3) DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not wr Ite DEATH In this space), NOTE:The said premises were conveyed by ~residuarylegatees,Catherine A. McDunn al1dJohn T.0'Boyle,and their spouses to John T.O'Boyle and Margaret A. O'Boyle,his wife,by deed dated May 15, 1974 and to be recorded.•$2,575.00 f~-~ $7 ,500.00 7S()-ItJ,·~ ::Mil'--!__---. ~~ Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. $7,500.00 "l1(.;t-~:;i ." I,'. CO~WONWEALTH OF PENNSYLVANIA tRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY ... INSTRUCTIONS'This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly wi~h a~other or others must be listed under Schedule "E".Intangible personal property,titled in the name of the·decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savin,gs·.Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administ~l'ed estate. Tangible personal property should be listed first (e.g.jewelry,wearing app.ar.e).,household goods,and furnishings,books,paintings,automobiles,boats,etc.). ....~.. Intangible personal property,such as bonds,treasury certificates,cash on·:ha!1~..imd in bank, stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,·i~surance pay- able to the es tate or fiduciary in said capacity,partnership interests,interest in..any;undistributed estate of or income from any property held in trust under the will or agreement of anoth~(,,'even though located outside of the State,at the time of death,should be listed 1n this schedule.. . Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEr VALUE ..DEPARTMENT VALUATION (Do not write in .this space) 1 -United states Savings Bonds,Series E: see att_ached list.The joint tenants named predeceased Margaret P.·01Boyle, the above decedent. ;tv' $5,987.83 ./sf17 £) Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X I . -~~--~------- \ i _,'""',...,.....','.~Jji(,'~..~' ~.;,)' 'II':! Ii "", iiI 'I'.i! ----.-....-------.~..---';,--:7--- ESTATE OF MARGARET P.OIBOYLE LATE OF DONORA,WASHINGTON COUNTY,PENNSYLVANIA DATE OF DEATH -APRIL 13,1911 I '1 ...,UNITED STATES SAVINGS BONDS,SERIES E I:~ Issued in the name .of Miss Ceci1i~OlBoy1e or Miss Margaret OlBoyl_.(Sister) , "I .: Serial No. Q 260 544 380 E , Q 464 853 142 E Q 417 598 250 p; Q 366 915 121 E . Q 685 561 31U E . Q 591 245 586 E Q 156 140 117 E Q 139 656 713,E Q 710 889 216 E Issue Date Sept.,1943 Oct.,19U4 Oct.,'194# Feb.,'1944 Aug.,194' Mar.,1945 Dec.,·1946 June,1946 Jan.,1946 Maturity Value $25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 25.00 Redemption Value • • Issued in the name of Mrs.Cecilia Cairns or ") Miss Margaret OlBoyle.'(Sister) ,, I II'\il " I, "'I .; J :1, I C 234 456 152 E C 2~557 108 EC 2 689 666 E D 3 1 488 48 E C 240 960 290 E C 240 960 196 E C 238 341 412 E C 238 3lil 290 E C 236 162 321 E C 236.257 582 E C 236 2.57 19~E C 350 548 l.44 E C 252 694 252 E C 251 209 134 E C 249 686 959 E C 249 686 852'E C 247 424 564 E C 241 424 435 E C 241 424 314.E C 246 259 661 E C 246 259 801 E C 366 152 699 E C 354 923 251 E C 354 681 818 E C 354 363 981 E C 373 210 091 E C 313 210 009 E C ;312 025 385 E L 486 200 988 E L 481 448 306 E C'370 900 673 E Dec.,1955 Oct.,1955 Oct.,1956 Oct.,1956 Sept.,1956 July,1956 July,1956 May,1956 Apri1,1956 March,1956 March,1956 Oct.,1957 Sept.,1957 Sept.,1951 Aug.,1957 July,1951 May,1951 Aprl1,1951 March,1957 March,1951 Feb.,1951 Dec.,1958 April,1958 Feb.,1958 Jan.,1958 Dec.,1959 Oct.,1958 Aug.,1959 July,1959 July,1959 June,1959 100.00 100.00 100.00 500.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00' 100.00 100.00 100.00 100.00 50.00 50.00 100.00 $127~60 /- 127.28 /'124.88 .624.40 v 124.40 ,/ 127.52 :- 121.52 ./ 121.24 127 .24 ~ 124.52 124.52 -; 125.28 ./125.28 125.28 :/ 125.28 /'125.28 . 121.36 ,/ 121.36 1// 121.36 v' 127.36 / 121.36 :::-- 118.92 123.32 c/' 123.32 v" 123.32 or 116.80 t/ 121.24 ~ 116.20 i/. 59.50 v59.50 v 119.00 v' $4,231.44 UNITED STATES SAVINGS 80NDS,SERIES E II.Issued in the name of Mrs.Cecilia Cairns or Miss Margaret 0'Boy1e.(Sister)(Continued) Issue Maturity .RedemptionSerialNo.Date Value Value C 368 555 669 E March,1959 $100.00 $119.32 vC368~55 579 E Feb.,1954 100.00 119.~2 </L 629 52 915 E .Sept.,196 50.00 48 2 v-L 632 153 556 E July,1964 .50.00 4·4 v'8.2C412471935EMarch,1961 100.00 110.24 vC408769098EOct.,1960 100.00 112.32 vC406019238E-Sept.,1960 100.00 112.32 vC405566894EJuly,1960 '100.00 114.64 ~C 40~566 759 E May,1960 100.00 114.40 ./C 40 523 125 E May,1960 .100.00 .114 .40 .rC404523020EApri1,1960 100.00 1~.)+0 ::-C 402 793 785 E Jan.,1960 100.00 11 .80 $1,2hs.oo III.Issued in the name of Mrs •.Cecelia O'B.Cairns or Miss Margaret O'Boyle.(Sister) ·C 372 02$499 E Oct.,1959 loo.0d $116.60 /". .$116.60 TOTAL GRAND TOTAL . 10 Issued in the name of Miss Cecelia 0'Boy1e or Miss Margar~t O'Boy1e . .(Sister)$394.79 t/ II.Issued'in the name'of Mrs.Cecelia Cairns or Miss Margaret·O'Boy1e .(Sister).$5,476.44 / III.Issued in the name of Mrs.Cecelia O'B.Cairns or .MissMargaret 0'Boy1e (Sister)116.60 /$5,987.83 'RGC-30':" '. CcrMMONWEALTH OF PENNSYLVANIA .TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRA.NSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)No (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)--=N=o'--__ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note.1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)No (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)No (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others _ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)__N~o~__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which cOllld revert to decedent under terms of transfer or by operation of law?(Answer yes or no)No (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)_~N~o=-_ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM N01-lE DESCRIPTION MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. " ttl ~"':0S.,:' •,"•°r't 4.t COMMONWEALTH OF PENNSYLVANIA .r,r(i\NSFEll TNHElllT/\NCE TAX RFSIDENT DECEDENT .. .SCHEDULE "E" JOINTLY OWNED PROPERTY '; nSTRrCTIOSS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name I Unit percentage Estate Address and Relationship of Co-Owners,and Place I Value Share Valuation of Record of Instrument,where Real Estate.l DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest NOTE: Savings Account 182-32-7389-01, Mellon Bank N.A.,Donora,Pa., in the names of Marga~et O'Boyle or Catherine McDunn,for "'"';':~ri$10,508~86..'U;rJ~(J>/VIj;, Savings Certificates 45528 'and 45529,Mellon Bank'N.A.,Donora. Pa.,in the names of Miss I Margaret O'Boyle or Mrs. Catherine tyIcD,unn,for $5·,000.00. 1. ~"~~~6~5,254.4, ~4,,1'/ / V ~-tl'£~<I:/If1-13 tl 2,500 .0 ~, Inheritance Tax on items 1 andf(1~~~11 I 2 has been paid as evidenced ~ by the attached copy of receipt No.B-11520. 4 Savings Certificates 45530 and 45531,Me+'lon Bank N.A.,Donora Pa.,in the names of Miss, Margaret O'Boyle or John O'Boyle, for $5000.00.. NOTE:Inheritance Tax on item 3 has been paid as evidenced by the attached copy of receipt No.B-11563. 4.400.447 shares_of Investors Variable Payment Fund,Inc., held by Margaret P.O'Boyle, decedent,as Tr~stee for Catherine McDunn.7.7·1 '1 3 ,087.4 I Total 3,341.88 Insert this total opposite "Jointly Owned Property",Schedule ."E" in the "As Reported"column on the last page of this return. .,.., Rct~3:7·.~bJ-63).~ COl\(MO~\\'EALTIl OF PENNSYYLANIA TRA.NSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES BENEFICIARIES AND ADDRESSES , \State full names and addresses of ,all who have an interest,vested,contingent'or other wise,in estate) RELATIONSHIP (If step-children or illegitimate children are involved,set forth this fact.) SURVIVED DECEDENT STATE YES OR NO DATE OF BIRTH INTEREST OF BENEFICIARY IN ESTATE Pa~tor of St.Charles Churc-l,)'?!-"A.venue"....~,Vonora...a. Holy Ghost Fathers at Duquesne University, Pittsburgh.Pa. (660 Forbes Avenue (Pittsburgh,Pa.1$200 Pecuniarv.,Yes Legatee Yes Fecuni arv T.AO'td:AA Pecuniarv Le~atee Barbara Margaret Nee SlOE.Burgers Street Mt.Vernon,Ohio 430$0 John T.O'Boyle 710 Reslen Avenue .Donora.P.a.113'033 Catherine A.McDunn ~22 Seventh street Donora.Pat 113'033 ., Niece Brother Sister Yes Yes Yes One-Half Residue One-Half Residue Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE j J .r OF THE ESTATE OF :\IATTER OF THE APPRAISEMENT (Executor-Administrator must .complete "As Reported"column #1.) ...,'i:I ::tl ...(l)(l)~...~::l til ...... til 0....,::l 'i:I (l)~.............0 til '0'i:I (l)........g -< ('l)....,... '< ..., ~x~0-ib trltil,... ~,... (l) (')...otiltil Year P.II THE !No. Will Administration ~ ..MARGARET....P•...o..'.BOYLE .. Deceased ,Late of Bqr.ough ..o.f..D.onor'a ..·... '. County of Washington Commonwealth of·Pennsylvania REPORT.AND APPRAISAL .:,.:2: ,.~t;;':~ Q ":>.::tlP".___.___...___.>< ~.W W W. :_.::r'::r-::r'.~~.~~':' ":"-""'-""'-",."""-. -619 ~-fn -619 -619,,'-619 '\fd "00 NO',:H~IHSVfA STII.~~,:4 ()H.1.L S\n:3 B oN\H\1~~·-:-n·s Sn~ ;> :1\):()\.. :CO :1\) '\():.:-J+.1 j;.:I. ~..w+:-.....•0:>0:> >-\r\:-.J tilI....'..::tl'\()\.n.(l)~:0 'CO :0"0 ....:-J :0 0 ~I :.:.::+:CO':0 $E \.v 0":::: .. Paul M~Petro Attorney ~\,~aw .,Z151£~ve~tIhH3iree~,diS ~L," Donora,Pa.lS033tG+"J ~'l I ).;.'_,'\i.;...}~~...~1 - fP.-619 :. "";-619-€P.-619 >:r. ti C"t_2'N3~ ~r:c.. '."':;-~ :,,.;,: ~, <t • .j -. i I ! 3.Da te of Approva I -----,,---------,.---::::;;;0-"""'"=........,...--- 4.Name of Decedent Margaret 1.Bureau File ff _---"1E?=--<3'__...~7'-'1'--.---\S~___!:.._r:_F_y-·_ 2.Date of Death __A""·o:...pr::..;1::..;·1:=.......:1::..::3:...••L-.::1:.::9-:.7.=1c..I _ APPLICATIOil FOR GHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, .P.L.373,as amen~ed) Application is hereby filed for the approval of an exemption from Penn;ylvania Transfer Inheritance Tax on the transfer of the property described below: 5.The Commonwealth's appraised value of the property for which an exemption is claim d is $500.00 (Cash Bequest) (Note:Where the property is other than a specified amount of cash,the exemptionca not be approved until the value of .the property has been established by appraisal by the Commonwealth,except in those ca here the amount of the . or b.equest represents a stated fractional or percentage portion of the entire estate or the entire resi ue.e cases enter such fractional or percentage amount above). 'ICC C-J!4-13) .CO·MM~NWE1LTH OF PENNSYLVANIA OF.PA~TMENTOF REVENUE Bl.jt~AU OF COUNTY COLLECTIONS. ,6.Check the manner in which the transfer was effected and submit a copy ofthe document authorizing the transfer,unless such·material has been previously filed. WILL al;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain)-..:....._ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME_----'S~t~...~C~h~a""'_r_'=l=e~s_=C~h~u""'r'_"c~h'__~-'-_ ADDRESS Donora,Pao 15033 o See listing on reverse side for additional charitable organizations covered. 8.I certify that the information contained herein is,to the best of my knowledge and belief,true and correct. S·fA I''t ~Z~---·~Ignature 0 pp Ican .~~.........,-'____ r ~-=:,,--J.Ohn T.0 0 Boyle . . Address of Appl icant __7.....,1!!.-'O~H~e"_'s~1""'e"_'p~A""-v"_'e"'_........t ....::D:.:o""'n'-'-o=:r~a~t_Pa=......-=1~50=3~3 _ Offic ial Title ..:::E:.:,xe=..:cu::.::::....:t:...;o:..::r=---_"'-Date Sept.6,1974 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which leiters were issued for a non.resident decedent's estate.If the decedent was a non.resident of.Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,del'iver all three copies to the Director,Bureau of County Collections, Penna.Deportment of Revenue,26 S.4th Street,Harrisburg,Po. 00 not write below this line -For Official Use Only APPROVED:Fo~the Secretary of Revenue REFERRED to Bureau Headquarters Denied*O· (Signature of Register of Wills)(Initials of Register of Wills)(Authorized Si gnature) (County)(County)(Title) (Date of Approval).(Date of Referral).(Date of Action) *See reverse side for reasons MUST BE FILED IN TRIPLICATE RCC-3 (4-73) COMMONWEALTH OF PENNSYLVANIA DEPAR-TMENT OF REVENUE BU~AU OF COUNTY COLLECTIONS APPUCATION FOR CHAR'iTABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May':28,1956,P.L.1757,and Act of June 15,1961, P.L.373,as amended) 1.Bureau Fi Ie #-~t'JL'·~J~---.7t..-.L-1--0~1f-/----~----- 2.'Date of Death April 13.197~1~'_ 4.Name of Decedent 3.Date 'of ApprovaI -:--:::::==:::::_ 5:The Commonwealth's appraised value of the :property for which an exemption or bequest represents a stated fractional or p:ercentage portion of the entire estote or 'i1t~......+n.....,r.;;;:~:::::- enter such fractional or percentage amount above}. ,., Application is hereby filed for the approval of an exemption from Pennsylvania.Transfer Inheritance Tax ·on the transfer of the property described below: 6.Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer,.unless such material has been previously filed.' WILL ,£;DEED 0;TRUST INDENTURE 0;SURVI,VORSHIP 0;OTHER 0; (If other,explain}_ 7.Correct Business Name and Address of Char,itable Organization recei~.ing property: c . NAME HOLY GHOST :ATHE~S .\....., Duquesne Un1vers1ty\";- ADDRESS 600 Forbes Ave ••Pittsburghf PaG ",'-'." o See Iistin 9 on reverse side for additional charitable organ i~ations covered. 8.I certify that the information contained herein is,to the best of my knowledge and belief,true ond correct. Address of AppIicant_----=-7.=1c:::O_H:.::..:::e:.::s:.::1::.::e:.!p=---.:.A.:...:v:....:e::.::.~ltL_::D:....;o:..:n.:...:o::.::r::.::a::.::.L.._P:....;a::.::.=___=1::.::5:....;0::.::3:....;3=--_ , " \OHicial T itf e ..:!Bxe~lo..:cu~1:""'·""o~r Date_:....;Se=pr::.t=-.~.::..6JLI__=.1.::..97:._4_=_____ This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a'non-resident decedent's estate.If the decedent was a non-resident of Pennsylvania and letters were not issued by a Pennsylvania Register of·Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Deportment of Revenue,26 S.4th Street,HOrl'isb"rg,Pa. 00 not write below this line·For Official Use Only APPROVED:Fo~the Secretary of Revenue .REFERRED t.o Bureau Headquarters Denied*0 (Signature of Register of Wills){lnitiols of Register of Wills}(Authorized Si gnature) (County)(County)(Title) (Date of Approval)(Date of Referral),(Date of Action) *See reverse s ide for reasons MUST BE FILED IN TRIPLICATE R CC-3 (4-73) COMMONWEALTH OF PENNSYLVANIA DEPAR-TMENT OF REVENUE BU~AU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, ,P.L.373,as amended) 2.Dote of Death Application is hereby filed for the approval of on exemption from Pennsylvania.Transfer Inheritance Tax on the trans·fer of the property ..de~cribedbelow:. 1.Bureau Fi Ie #---".-6--lf=-o_-_/_I_-_.s-_._~_~_ April 13,1971 _ .~.'/0 _./.B?~.v3.Date of Approva I -'~IO.....O._I-----,--;--r---.://~7:..-_ 4.Name of Decedent Margaret p ..O~~le 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $500.00 (Cash Bequ.e.s..t) (Note:Where the property is other than a specified amount·of cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or b.equest represents a .stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check the manner in which the transfer was effected and submit a copy·of the document authorizing the transfer,unless suchmaterial.has been previously filed. WILL 6l;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain)--:o _ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME __.=S~t'""'l!!'_C=h.=a=r.::l.=e=:.s....;Ch==u=rc=h=__'_-'-_ ADDRESS Donora.Pa.·15033 OSee listing on reverse side for additional charitable organizations covered. 8.I certify that the information contained herein is,to the best of my knowledge and belief,true and correct. S;gnatu<e af AppHcan'"~Z~,..~I-==:::::.,-,--_.IOnn T.0'Boyle Official Title ....;E:;:.xe:..:...=...:..cu:.:....:..to.::...r=--Date Sept.6"1974 ·This form must be completed intriplicDte and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non.resident decedent's estate.If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Deportment of Revenue,265.4th Street,Harrisburg,Po. For the Secretary of Revenue.REFERRED to Bureau Headquarters 00 not write below this line·For Official Use Only (Coun y).J././~-1t/7Jr (Date of .Approval) (J) (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Denied*0 (Authori zed Si gnature) (Title) (Date of Action) *.See reverse side for reasons I, RCC-3 (4-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BlltH"AU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June IS,1961, .,P.L.373,as amended) Application is hereby filed for the approval of an exemption from Pennsylvania.Transfer Inheritance Tax.on the transfer of the property described below: 1.Bureau File #t 5 -1/-rtJ t( 2.Date of Death April 13,1971 _ 3.Date of Approval ~~/0 -191 Y 4.Name of Decedent Margaret p.O~.BOyle· 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $500.00 (Cash Bequ.e..s..t) .(Note:Where the property is other than a specified amount of cash,the exemption cannot be approved until the value of the property has been estoblished by appraisol by the Commonwealth,except in those cases where the amount of the gift or b.equest represents a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check'the manner in which the transfer was effected and submit a copy oHhe document authorizing the transfer,unless such material has been previously filed. WILL &;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain)_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME_---!S~t!!:.J.~C~h~a~r.=l~es~C~h~u:!.:!r~c~h!.__--'-_ ADDRESS Donora,Pa..15033 D See listing on reverse side for additional charitable organizations covered. 8.I certify that the information contained herein is,to the best of my knowledge and belief,true and correct. Addres s of Applicant __7!...:1!!!.:O~H~e~s~1:!!<.ej!p~A~·~v~ec.Q>J_*t~D~o~n~o~r..!:a:..J,~Pa~.---!!!1~5~0~3~3"--_ \.OHi ciaI Title E_x--'e::...;cu:..:....t::...;o--'r-'---Date--=S:...:e:..!p:...:t:...:.~6=_,L....:1=_9:...7:...4..:-_ This farm must be completed in triplicate ond all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for 0 non-resident decedent's estate.If the decedent wos a non-resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Deportment of Revenue,26 S.4th Street,Harrisburg,Po. 00 not write below this line -For Official Use Only AP PR~Fo~the S~cretary of Revenue ~/#~ '..p-./,..I (County)~I'O ~/~~¥ ~te of App,ov,l) REFERRED to Bureau Headquarters (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Approved 0 For Secretary of Revenue Denied*0 .(Authorized Si gnature) (Title) (Date of Action) *See reverse side for reasons RCC-3 (4-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Bt;~EAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, P.L.373,as amended) Application is hereby filed for the approval of an exemption from Pennsylvania Transfer 2.Date of Death April 13,1971InheritanceTaxonthetransferoftheproperty described below:3.Date of Approval ~.'/~-/f7¥ 4.Name of Decedent Margaret p.O'Boy1e 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $500.00 (Cash Be(JJest) (Note:Where the property is other than 0 specified amount of·cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those coses where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentag.e amount above). 6.Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such materJal has been previously filed..'.,., WILL ~;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0;I I I (If other,explain) 7.Correct Business Name and Address of Charitable Organization receiving property: NAME HOLY GHOST FATHERS Duquesne University ADDRESS 600 Forbes Ave••Pittsburgh,Pa. D See listing on reverse side for additional charitable organizations covered. 8.I certify that the information contained herein is,to the best of my knowledge and belief,true and correct. L Signature of Applicant ~.~:z=C~~c::::.-.hn T.0'Boyle Address of Appl icant 710 Heslep Ave ••Donora,Pa.15033 Official Title Executor Date Sept..6.1974 This form must be completed in triplicate and all three copies delivered to the Register af Wills for the County in which the decedent resided,or in which letters were issued for a non-resident decedent's estate.If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Harrisburg,Pa. 00 not write below this line·For Official Use Only APPROVED:For the Secretary of Revenue REFERRED to Bureau Headquarters Approved 0 ~~For Secretary of Revenue Denied*0 t%"~W;II')(Initials of Register of Wills)(Authoriz.ed Si gnature) di/(county)(County)(Title) ytJo /11"'" (Date of Approval)(Date of Referral)(Date of Action) *See reverse side for reasons /(2)MUST BE FILED IN TRIPLICATE This section will be compl eted by Bureau Headqua'rters only when the .applica.tion for exemption has been denied. Date:_ The application for exemption contained on the face of this form has been denied because _ I \71'"':...'". Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. '~<#'_j,,~""~.•oil t.'f'.· t t, ;,-Ct.·,,·1 , ".t' t·. ~.... RCC-3 (4-73) COMMONWEALTH OF PENNSYLVMlIA DEPA'RTMENT OF ~REVENUE ,BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, P.L.373,as amended) Application is he,reby filed for the approval of an exemption from Pennsylvania.Transfer Inheritance Tax on the transfer of the property described below; .'-.~ 1.Bureau File #t~-7/-r'1~ 2.Date of Death Anril 13,197'--'1=---_ ~,#',/~,_'/,n~3.Date of Approva I -'~c=.~~'---'!...-----=-y...:'/"T-""L----..:------- 4.Name of Decedent Margaret Po C'Doyle 5.The Commonwealth's appraised value of ,the property for which an exemption is claimed is $5000 00 (Cash Bequest.> (Note:Where the property is other than a specified amount of cash,the exemp,tion cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check the manner ,in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such matericlhas been previously filed.. WILL ~;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain)---------------------------------- 7.Correct Business Name and Address of Charitable Organization receiving property: NAME HOLY GHOST FATHERS Duquesne University ADDRESS 600 Forbes Ave.,Pittsburgh,Pao D See lisfing on reverse side for additional charitable organizations covered. 8.I,certify that fhe information contained herein is;to the best of my knowledge and belief,true and correct. ,.L ' .---.~~.Signature of Applicant ,...::;;...~)-t~ ..(~:;;>-Jrlhn T.O'Boyle., Addressof Applicant _----=-7=1-=O_H==e-=s-=1-=e.£p--'-'A...:v-=e'-"e~Ilc......::.D...:oc:cn:..::o_=r_=a~t'____P...:a:.::.__=1:.::'5--=0:..::3--=3'_____ ,\ " \OHidal Title ~Bxe>Oi!!o·~cu~t~o~r'__Date_.....:Se=pr::.t.::.!!:....--::.6..L1-=1..:..97~4~_ This form must be completed 'in triplicote and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non-resident decedent's estate.If the decedent was a non.resident,of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Deportment of Revenue,26 S.4th Street,Harrisburg,Po. 00 not write below this line -For Official Use Only APPRO~;l0r the Secretar~of Revenue f~~~u/ (Signature o'f Register of Wills)W~ ~county) #I(J (Date of .Approval) /(j) REFERRED to Bureau Headquarters (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN T.RIPLICATE Approved 0 ..,For Secretary of Revenue Denied*0 (Authori zed Si gnature) (Title) ,(Date of Action) ,*See reverse side for reasons RcC-at (6-73) ", ,' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT JOHN T.O'Bom (Executor or Adm ini strator) In Re:Estate of MARGARET P.O'lBOYLE IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division ,r WASHINGTON County -Fi Ie No.63-71-599 Dear Sir: You are hereby notified that the-:-:-:__---o-r-i...:g:-in-al---------- appraisement in the estate of MARGARET P.O'BOYLE has been filed in the office of the Register of Wills of_Wuc.a!i!l!s>l..!h>J..in~g>-JotL\oQwnL.----,------­ County on Beptember 11,,19.1k.....,Sai"d appraisement reflects the following valuations: Real Estate ~7~,..::.5...:..0_=_O.::....O=-.:O=--_ Perso na I P rope rty_-----L5~,9.c.87O!.L.J.~"8~3~_ T ransfers ----=----=~,--,-------- J0 inti y Owned __--=:.3.L,O-=--8:....:7~.:.::c,4~5 _ Tota I --""1=6.z.."5o<..J7..L.5~.2=8:!..-_ As to such tax that is paid within three months from date of death,a five (5%) percent discount is allowable.As to any tax that remains unpaid after nine (9)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 rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P,S,2485-1001,P,L.373. Date September il,1974 Signed ~~\C2'~P-v~ Title ~I/ DATE OF DEATH:APRIL 13,1971 Note:This is not a bill. " RCC-39 (5-68), COMMONWEALTH OF PENNSYLVANIATRAN~FER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of (Q!13c0YLE,MARGARET P. (Last Name)(First Name)(Initial) DATE OF DEATH 4-13-71 FILE NO.63-71-599 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_a_s_h_i_n..:::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 SChe~e_s"',"B'J'"",and "E". --.I Dated:SEPTEMBER 11,1974 ----:~.....~ INHERITANCE TAX APPRAISER VALUE'AS REAPPRAISED $--.------+--- 12,557._1- VALUE AS REPORTED $~ I CLEAR VALUE OF ESTATE INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C)--.- Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) Dated:__SE_P_l_2_197-:.tf..:-,K_US_SE"",,",LL=M,;...~I\-...;,\IN_~ REPORT OF THE REGISTER OF WILLS ~ h d . d d lid .-'"'1'd f Washington C I .dI,t e un erslgne u y e ecte Register 01 Wd s m,an 01'__________nty,Pennsy vallla,0 respect- fully report that I have allowed deductions in the amOuntS claimed by deponent to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",lch reater or sser amount represents the sum allowed as a deduction. Valuation of life es tates or FOR USE OF REGISTER ONLY Tax on·$~--2% Tax on $~--6% Tax on $--------~-...:....5% Tax on $---------i--~" nXM$~ ~~ptiMs * Total Estate -1-__ TOTAL TAX COMPUTATION OF TAX $--------4--- $-------4--- $--------+--- $-------+--- $~------~- $...L...__ , (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of ~evenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::::::t== TOTAL TAX BALANCE:------<!- PAID $....IL BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from _____to $--------1 AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $.....JL--. BALANCE DUE $---.Jl- Add interest at rate of 6%from ------(to----- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with shon explanation. Will Administration t No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of ... ". rt '.,.r"'" "": \"?? .,..,:.~\ County of .......................................................... Commonwealth of Pennsylvania REPORT AND APPRAISAL' .~. ~ " ,~~.:.w-r'oJ f·e:·... ---_.... I I RCC-2 (2-64'.0,j .September 11,1974..-="-COMMONWEALTH or PENNSYLVANIA DATE. I DEPARTMENT OF ,REVENUE RESIDENT INHERITANCE TAX COUNTY Washington BUREAU OF COUNTY COLLECTIONS:APPRAISEMENTHARRISBURG,PENNA,17127 FILE NO.63-71-599?o'•. Whereas,,MARGARET P.o'BOYLE late of DONORA in the County of WASHINGTON Commonwealth of Pennsylvania,having died on the '13th day of ,APRIL,19 71 ,seized and possessed of an estate subject to Inherita~u~the la}Vs of the Commonwealth of Pennsylvania;, Therefore,I,",~-~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 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 Interest. Description of Allet Unit Appraisement ValuOi Made for InheritanceTaxPurpoles $ 'REALTY: SEE Schedule "An ,of appraisement 7,500.00 PERSONAL: See Schedule "B'"of appraisement '\,q~7 ...',~ JOINTLY-HELD: See Schedule "E'"of appraisement 3 •.087.45 TOTAL 16.575..28,,I,/.-.".~,-..'j ,, I,.-'.", ,... '.. -. '"'h I ~I,I,.. :.., ".. "'. .. Having been duly sworn according to law,I do hereby certify ap'raisement is made in..z;y formity with law on this ,I /day of ----.,}.~~~~~~:=:::#------19 . a. Washington '.C.O}tIlty ,').J toL )~ ,. I \.f1y. ".r..../ /),.. 1;'" RESIDENT INHERITANCE TAX APPRAISEMENT Estate of :r-1ARGARET P.0'BOYLE Deceased. Late of DONORA Date of Dcath,APRIL 13,1971 Appraisement Docliet .Vol.,.......;;..3_8_-_ Page,100-1 No.63-71-599 .:.-;.~~.,,...;, ;~.., 0',i\'I._. Filed iii Registers Office,Sept.,11k 1974 Amount of tax due,$---'_ DEPARTMENT OF REVENUE Received, Er.ami~ed and Approved,_-;--:- WroteabOtltt Appraisement. Appeal f"om Ap.praiseme~t, \ Entered and charged,:' .'.. ,~ ."'.~ -.f. " ~:"f..' t: .~, "\ 2-·,..r::. '\.;: ;,'';f''". '..'/<'>~, .~~ , ;.~_. .",'l .....f -, ..-., .,... '; .'..~ "'"I ;. to: ., ".....'~.i, .../" ~'4'~•.:..':.,. ~,.....,..'...';":., 1.":;:. 'r Form RC C-10 •."t-l . '".,I OFFICE OF THE REGISTER OF WILLS OF COUNTY AND AGENT OF THE COMMONWIiALTH STATEMENT OF DEBTS AND DEDUCTIONS" DEDUCTIONS ALLOWED IN THE SUM OF $'.IP.11..~~ 2 197¥ltuSSELL MAhlNO....'. n "tr-\1.LQIV:UoQ INHERITANCE TAX PURPOSES. COUNTY OF Washington }••,~~~~(J)5'&6.~~~11"~5 I,JOHN T.OtBOYLE,Executor,-:.HEREBY;CERTlFY,THAT.TOTHEBEeTOF MY kNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND T~U E SfATEMENT OF DEBTS,FUNER'AL EXPENSES AND EXPENSES 01" ADMINISTRATION SUBMITTED TO THE ESTATE OF MARGARET P.0 I BOYLE DECEASED,AS DEDUCTIONli FOR ~·T~DAY OP'*'Oif If.alBO"'Y'Ie~irl~xec-\nor CL.S.) ,Register of Wills,Agent ESTATE OF MARGARET P.OtBOYLE LATE OF DONORA,WASHINGTON COUNTY DATE OF FILING APPRAISEMENT DAT&:OF DEATH April 13,1971 DATE NO.OF NAMIi OF PAYEE REMARKS AMOUNTVOUCHEIlI: 1974 June 15 Russell Marino,Register Letters Testamentary and 22 00 rour snort Gertlr1.cates. 14 Guy Rogers,Deputy Probating Will 15 00 July 2 Washington County Reports Advertisement 14 00 Aug.9 Valley Independent Advertisement 12 75 Sept.6 John T.OtBoyle Executor's Commission 675 00 6 Paul M.Petro Attorney's Commission 675 00 Lawson-Rabe Funeral Home Funeral services 1.595 60 "ID..aaA11 M.....;ftn RfI!l7ister Inventorv and He Form 8 50 , i - i Total 1 ..Qj.,"COMMONWEALTH OF PENNSYLVANIA Q _.Notary ~bl1 MARTH/\I).lICHT;NotarY Pub"e ~y Commission Expires February 29.1976-~ Donora,.Washington County,Pa. I Personal Property Joint Accounts TENTATIVE STATEMENT S;S .PENNSYLVANIA TRANSFER INHERITANCE TAX . .Date k,...L.>L../..f.Z t,/ TO _~~.{t.~-7 _..~_. .........................~~~..:~. ~~~~~.~.~.U.*~I~O'~~~.../.z...z.(.. ~;~~aised _iil~.~~~~.:7:.lv:.~..::::.I ~Jh~.~G..~.:-;..Z~.::::..~..2~.. Real Estate 70:9..g.:.9 Q . S3....$.7...:K:.J . J....Q....~...1..:.~s... ...............................................................................................,· I ..~j..5 ..7..~.~f . Less Exemptions ~~~i3:~:~i~:dExpenses i.9..!...?:..t~ TAXABLE AMOUNT ........../c1,:.5:f..7...~ TAX on @ %. TAX on..!r2,.$7.I..~J @ !s..%~~.gf....j,;~..1 Amount Previously Paid TAX BALANCE Interest from 7...::::1.3..::..7~to ~.. .........&.%on J...~.\j,.~.:..l.Q...1....~..,cX4'!~~.~.. BALANCE DUE COMMONWEALTI-I..~.../e<~~.Z DISCOUNT (5%)IF PAID WITHIN THREE MONTHS FRO~TE ~DEATH. .~~~/oL?¥7 /~/y7~ PAY BLE TO REGISTER OF WILLS WASHINGTON COUNTY COURT HOUSE WASHINGTON,PENNSYLVANIA PAUL M.PETRO ATIORNEY AT LAW 215 SEVENTH ST.•DONORA,PA.15033 Telephone (412)379-9276 IN REFERENCE TO: AIRMAIL 0 FIRST CLASS MAIL 0 INTER·OFFICE 0 ,."~;",.1:.,..'. " : FOR Russell Marino Register or'Wills·· Court House --._-Washington,Pa.15301 HOW TO USE THIS ~_A J __ ~LETTER TO SAVE TIME. Type or write your reply in the spoce below.Then mail the white copy to uS and keep the pink copy lor your liles. You'll sove time and ellort,ond we'll have your onswer much laster!Thank you. I I DATE_September I!,.1974 ES TATE OF MARGARRr P.0 1BOYLE 63-71-599'' -Enclo'sed-rs the''check of 'John T.6 1:8oy1e, Executor of the Estate of Margaret P.OIBoyle, payable to 'Rus'sell'Marino;Agent,for--'' $2,128.47.The check is full payment for the inherTtance 'tax.which was"calculated last Friday by Miss Judy Oller of the Inheritance Tax -Office ~~The-amount is the tax owed - ~hr_o~:E~~1.S~p.t.emb~~13,1~~4. DATE I REORDER FORM No.B2352L,DAY·TlMERS,Allentown,Pa.18001l----- OllTJ<1 .1'\\JUj'51 .y..~J J;\'(~/:liOfTA t:,.r-r,;J .,~,~~r-:l~<,.~~.1'2 HT:,jjV:~cr". c,\~-r C-'F..~~t\'1rrJ/i':;919T • I '. ,.rt.1._ Il' j C.b ~..{~~r \..<-","}:! t ,..(~,::.'.f -:'-f ........~(~..,.~'.:'.-;,,~\Iii=:I "o.(~~'..},Y7"c;; I I rre.cI'J ~r)i.r':.:"'C.f.:a0 J"XIJ?Oi.[,[1""",