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Home My WebLink AboutOC1971-0716 - ESTATE OF HETRICKRCC-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. APPLICATION (MUST BE FILED IN TRIPLICATE} TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: DATE lu1; 13. 19?1 Application is hereby made for coosent to the transfer of the following securities of a Pennsylvania Corporation·or a National Banking Association located in Pennsylvania: (a) 8 (b) Gefttl'al Mill• tno. (c)_C_OI_em_aoa_· ____ _ (NOTE: In describing securities enter in {a}, ab 01e, either the number of shares of stock or the face amount of registered bonds, in (b), the nome of the issuing company and in (c) the class of stock or the stated interest rate and maturity' dat.e of registered bonds.) ISSUED ON October 11• 1967 , and having a TOTAL MARKET VAILUE OF $ ---'2=68=-:....26.c..::......· ____ _ (Date) • as of the date of death of the decedent, &mrleth L Bovlok , on __ Mev--=-=-ll-'· •.:....• _1...:.9;...:.?1 __ _ (Name of Decedent) (Date of death) who was late of __ 22=6:.....::..:~=..:..::· ·=· ·..::..'llt#"""'-....::.BA=. c:...•·_,Cm=n=on=,a=b\U\=8...,tL....-:Clfaeh=· =tn=· :ulto=n=-:-____ P::....:Ml=. =D=ul....,·"'-'9aft=la=------ (Street and Number) (Post Office) (County) (State) The securities or~ registered as follows: 0AI'01 ~ .levldt a ltmnetll L U.trtclt. mat08 A &\'ftC (Name or names in which certificates are registered) AehUUI5"M I 8R) Helen I Jetl"lok 226 Rdturray .84. Cclltmaburl, Pent1e.Yl'tanla EXECUTOR Itt ) (Name) (Address) NAME OF APPLICANT ~~=•1=· c=-'lil~J:l="'="=tc=k=-· -,-------- COUNTY FILE NUMBER fc 3 -7 I -7/ {. ADDRESS OF APPLICANT 226 ~Cr.t\u't'OJ' R<!, lafton•bi.U"g:, Pa. BUREAU FILE NUMBER .eaae SIGNATURE OF APPLICANT J~ ~-\ 2~ NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA-DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE A~. 20 1971 I hereby consent to the transfer of the above securities now registered in the nome of the aforesaid J 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 ~f the above-named Decedent. Re~ister ot W111a •• lasblngton itle) (County) I .. ,-------·------------~----··---··-·---: I am the at-tePney~oFd for the es- 1 tate or the transferee shovm on the front of this f~rm. I do hereby person- aJJ:v 2'\JP.ra.ntee the payment. within the tims ~reF~rih~d by law. of any Pennsyl- ··pni a ; r'h~ri t,8nce tax wh:i ch may be due "n the trB.w·f,,r "'f thr: set::nri ties listed he:rr0r f0r w{lich a ccnsent to transfer is r-ranted. f!.t(j.}f:1./Cf] J {Date) .~~; (Signature) ! ---------·--·--·--------------·- ' ; . (. .. -. ' ·~ . #' • • . . •'~,-. .. . ' _., ~ 1 • ~ ... . ' ' ' i ~. .. ... ' ; . ~ ,..,._ . , . -· ' ••• )' ,.J. ~ · ..... !. .. . , .. . . . , .:-. . . ' . . I . . ,, ~ . : ... ' ,-·~ .. -, ' ' ~· ' ' ·~ ...... L • ,• • t... I • .po:-f'-.l_ .:.. .. _J.J • ,. . ~ -~' ·' . • 1 ; ... ' . '1:-• • i,r' . . ..... ~,.., ~\ . t. '. : •. ~· ~: "' -~ .-t .... ' '\-' .. ~-- ._ ' . ,· ~-- ,,1 •• ... • • r• ": . ) ~ -' ... ·. , " . ' . -' '. J(,. .·, : -_<;_:.'··.,:. A~gust ·3, 1~71 . ~ "'-... '-. •. ' .. " ~ *. . I ..._,• • • I J1 :lo ~ ·j .. _ ~ .. I ' ' . . . ,. ' . .. ..... . .MR. JOSEPH F. :-sHAMAY, ~~~jEF. ·'. : .. · COMMONWEALTH OF. PENNSYLVANIA ... . DEPAR~MENT OF REVENUE . ~ ,._ .... ' ,, ' ( . . r :~·· J( ., ' \. ;: ..,· ... ~ . ""~· ~ , ' .. . ; -·~·· .. .. · ..,.· .· .. " ., BUREAU -OF ·COU!'-.Tif¥ COLLECTIONS· ,;.'. ~. . ~-~ · , , . ~· ·INHERITANCE TA .. X DIVISION ''·;-· ··, . ·~-~. :· --~-' .FINANCE BUILDING, ' . . . HARRISBURG, PENNSYLVANIA . 17127 • ; ,. < • ~ . . , . '. ' • f.' '!' ·.~ ' . ·. • .. I ~ ' .. .. .. ·.,. •. -: ,:.. RE: · · Es~a'f~-; of.'~Kerineth· L. Hetrick- Lat·e o.f Washington~ County . '· ... · ·, · .. File No;. 63-71-716 ·,Date of Dea~h-: 5~31-7i . t " ' < I ~; #. :A -> ~' ~ i ' • 1 • ; ' ··-:. :·_. .... ,· . ~i. • j : J , " .. ' ; . . .... ''· \. _, t· .'• ' . 'I Dear Mr~ ·$hainay:_ ·· · ·, .... .' ,. ... . ~ . . '~ ... . May w~ please .h-ave. your. pe'rmi~s.ion to: c_orr'ect. the abov;e mentioned Estate~·-·· ·~: .• _, · >:7 • _:'.. · ··.·;.;,; -~~. ·: .. ·.::·~·-,.::.~.:~ ~.· .••• :~ ~. . . ~ · ... • ' 't ) --~ ~· .... ·: f ,.. ' " • ····: :: . < I '•• '''·. -· , On the. personal property the ·Ex.ec1Jtri~ repor~ed, $2000.00 for . · ·. Travelers .Checks, and~· then as·· an oversight our. office. also included · ' ario~her ,,·$2000. ~9 for Tr~ye~e~s ·.checks;-· mc:tJtip.g the _Pers,o_nal - ~"· ' · Prop~rfy tot.al: $4;·361_.09 iriste'ad qf the .$2;36~;09 as r~epo;rted.- . ~ : '·. " . ~ .,. ' ~ • • ' • J • • t Correction of· this Estate will. .change: the ~e;~on~i Property from $4,36l.o09 as' repor:ted "by our: office to. $2~·361.09, and~.it will, change· the Clear Vahle of the J~sta;te from,·, $6.05.09 ,"to an Ins.olvent Estate. · · ., · · ·· · · . . ' .' ~ , .. -f.;\ .. ... ' ' • • ~ j. ~ _~ .. ~ ' ' ~ ,· ~-.• ' : ' • ;., • • • Awaiting your .. r~ply; -r·rema}.n-.-· .. · · .. ; ·~ ,·_ .... · •;:-·~· · . _ .. o ~ I <f ~ ·~ I ~ #" 44. • .. .. ,; ' • 'r . • J '-.._ • . ' ;.. ~ -~ f! ' r l ~ •"' ~ .,. ' . f~.: ~ r to, A"~, ~;,f<,:_, ..,~~ ,1 •• • •• ·-;.. /"' , ~ .t ~' ,' ~ 1 / .,-.. ;~·> ·. "",.._ • ., ., . .. ·~~'··e·: .. ~dy~-· ... _"(" +"; •:.. •· ·; ~ · • ~. ·~· l-.. ,, .. ;.'1 _.' \ • "• ; ~. r , : .. -; ' · ··~--FRANCES.~ LEOy: : . -CHIEF 'APPRAISER . -.. ! .... •-' . ' ~ , i ,. ,. b3-71-11~ '11 !iQt.T ? ~ p ~~ 4 3 l August 17, 1971 R \J S S : L ' t.~ ,\ R IN 0 r\EGIS I[/.:, GF W!LLS . Mrs. ~Ji~ft~~,o~(~~f Appraiser Inheritance fax Division Room 244, Waahinqton Trust. Building s-. E. Cor. East Beau & Main street washington, Pennsylvania 15301 Rea Estate of Kenneth L. Hetrick File No. 63-71·0716 county of Washington Date of Oeat.h•-5/31/71 ·we received your letter of AUgust 3, 1971, adVising us that Travelers cheeks were inadvertently appraised twice in the appraisement of July 28, 1971, !n the above estate. After reviewing this appraisal, we found the First National City Bank Travelers cheeks were properly appraised under Items # l and 2 on the Personal Property schedUle and were again appraised i.n the sum of $2,000.00 under the heading for sa:i.d checks .. Accordingly, you are hereby authorized to delete the duplication and withdraw $2,000.00 from this schedule, hence; reducing the total amount shown for Personal Property from $4,361.09 to $2,361.09, withe corresponding amount reducing the total Gross Assets from $4,632.09 to $2,632.09 and the Clear Value fron\ $605.09 to a zero (0) amount. I HAB/lsg cca Mr. Russell Marino, Very truly yours, Herbert A. Brinkley, Tax Examiner Inheritance Tax Division I \ For a Peter CaRataides, Director r Bureau o1 County Collections ;_, / Register of Wills V ... I ;1 ' Belen z. letrlok 226 McMurr~1 BOat Oa.nons'bW.tg, Pa Commo#wealth of !'ennsyl-v.anta Attn: Rassell Mart.no. iegiater Walh1ng,on County fraaaf er and laherl tanee !V.x l>ept Barth burg • Pa II Q: . Sstate of Kenneth L .• Hetrick fhe undere1ped bae qualified and 1s acting as becutrb: of \he Estate of Kenneth L" ietriek~ who d1ed ~ 31. 1971. a residt.Ut'\ •t Ca.1'lfl)nsburg. Waeh1rigton County, Pennenvard.a.~. . ' !he Jxee~tl"b is deeirous of etCUrinc a waiver tn order that Stock of Pennsyl'Vtdlia mar bt sold when necessat;r• The Jstate baa tiled the ~ennatl'f'Bnil Iah"'tt-ee tax 1\etnrth lnherlt.nc• and Estate Tax, if ul\imate11 found to be due, will 'bt~t pa.ith · ln ~coJ'd~ce with Inheritance Tu W::recttve fl:S •. t am enolotdng AppU,eatlon for Ooneent to 'raruafer Shares of a Pennqlvania. Corporation on Form ROC-?2. · It requested by the Deputment ot levenue. the !l.d:uoiat;r will file its bend in a foX11'! sattefacta~y to the llepa:r,ment of RevettU.G. ' .. .. ·' '·1 f• .· .1~ ~ .. ?~ Helen 1. lietr:ick hecn;.trb:. , , · . : .. ' ' .. ' I ~ • L .. RCC-39 (5-68) ' . COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT . ~. SUMMARY Estate of HETRICK (Last Name) KENNETH L. DATE OF DEATH 5-31-71 FILE NO. 63-71-716 (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_...:WA=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 Schedules "A", "B", "C", and "E". Dated: ---=J=ul:,.y<.....-=2=8JL-, __,1::...£97...1...'1=----~v~~~. INHERITANCE TAX APPRAI ER REPORT OF THE REGISTER OF WILLS 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 depone cept as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which grea r or lesser amount represents the sum allowed as a deduction. o.ted' 2 ~ ):) I '1 J I l\~ll ~~ REGISTER OF WIL'LS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) VALUE AS REPORTED VALUE AS APPRAISED $ $·------~--~~-- TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities . , ................ . $_--t- $ ___ ==c EST ATE TAX ASSESSMENTS FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ --------------+---2~~ · , Tax on $ --------.: ~f-. .~ b~ $ _______ ~-4--- $ _____ '- Tax on $ S"'o $-------------4-- Tax on$ 10% $ ________ -4-- Tax on$ 15% $ _____________ ~--- VALUE AS REAPPRAISED $ ____________ ~--- Exemptions==========l~= * (*) · As evidenced by Chari table Total Estate _______ ~-- TOTAL TAX $-----------L---- Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from -----to------- $_==t= $ __ $ AMOUNT OF ESTATE TAX ASSESSED $----------+-- Estate tax paid $ ___________ ....~.... __ _ BALANCE DUE Add interest at rate of 6% from ---------~·10--------- $---------4-- $ __________ ....J..... __ _ $ ____ J.....__I_ $--------~--- TOTAL TAX BALANCE $ ----------+--- PAID $ ----------L...-- . FOR USE OF REGISTER ONLY ADJUSTMENTS · Exemption Certificates issued by the Secretary of Revenue. 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 short explanation. '" Will Administration ( No. IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF KENNETH L. HETRICK Deceased Late of. . CA~()N."~I3~(} ... ., .., County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ·,0 .. ·'"' . ' '~ . . R C C-81 (2-64) COMMONWEALTH OF PENNSYL VAN lA DEPARTMENT OF REVENUE BURl:AU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE: OF FILING OF APPRAISEMENT HETN~ E. HETRICK (El!:ecutor ~) IN YOUR REPLY PLEA8E REFER TO In Re : Estate of __ ---lKENNil..lo:.l.l.ll.l.li-...J.ET:u...~:HL-LI .... _.IJHETRJ:&J..JJ..LIC~.~.K~------ ~~--.....!WAS~·!!:JH~IN~G~T~O~N~-----County-File No. 63-71-716 Dear Mrs. Hetrick, You are here by no·:,i fie d that the :::-:=---:-::o~r=i~wa.J,~·~--------- appraisement in the estate of KENNETH L. HETRICK has been filed in the office of the Register of Wills qf WASHINGTON County on July 2$ . , 19.7l. Said appraisement reflects the following valuations: Jt. Held ~ 271.oo Personal Pra";)erty --~:,_1..,~.3.lo!6 ... 1_...0llt..Lq ___ _ Transfers Total .7::;. ,,_..6.~,.;;3~<~:.2..._. Ou9;z..· ---- 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 one ye3.r from date of death, interest at the rate of six (6%) percent per ann·~m is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as providej by law. Date --~Ju!:!:ly:::sL-..::2:-=8.L, _:1=.;'17~1=-----___ _ Signed 'Jnrw.ekJ Y~ ~~'~ Title MADELINE FINNEY, APPRAISER I ESTATE INSOLVENT DATE OF DEATH: May ~1, 1971 Note: This is not a bill. For~m No. RCC-62 (6-70) THIS FORM REQUlaED JN ALL i:STATES WITH GROSS ASSETs UNDER tlO,GOO, UNDER. SECTION 701 OF A~ GF JimE lS, lMl, EFVECTIVE IANUARY l, 1982. (l'fl.E IN DUPUC,.\TE"WfTH C~PY OF WILL 1\TTACiiED) . ? 3-7 (--:t7}; '-~ . ' OFFICE :OF THE REGISrER·OF WILL$ County of .. l.f~~q~ ............. . . . . ~~~~. ~. ?~.t.:t:~~ .......................... -. . . . . . of .. 2?6. ~PN.u.r.r.a.;r .id •. Oanansburg.,. P.a. ........... . (Name) · (Addrese) · being duly ----~E~~~~~~-----------------according co law, deposes and says tha~ is the ------~ec..ut.r.ix __________________________ , ______ __ (Exec., Adm., Les:a=. Etc.) of the estate oL .. --~~-~-~E-__ ;. __ ~~~~!~~-------------------whose last residence was .. 226. .. Mc..M\lr~3,Y-. .Rd. _______________ "_: __________ __ . ... (No.) (St=t) · ·; '· Canonsburg~~Pa. d d . d h h h l .f h f 'd d .. d wh. died M.nP ~ ~ , 0 71. -----------------------------------------·-----------ecease , a.n t at t e w o e o t e estate o sa1 ec.. ent, o ----·~~---..1!+----~-. ---"' (Ciry, Borough or Township) (Date) _.-· . ' consisted of: S· 6. REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATE!!ENT OF MORTGAGE 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. Real Estate Estimated Value NONE --.... ,. ----· •' ~ -~ •· .. Personal Property ' lst Nat1l City Bank Travelers checks --.. - 20 8 $SO 1/415-672-031[050 tJ-1<.)1};3-1.ooo.oo 10 til $100 #224-946-383/)92 H(l/):1: 1 .. ooo.oo Cash found in wallet Iii< 'f!J;J-42.00 Beneficial Insurance GroJ.m -Ii§fu.nd on health insurance 0-lf..Th.:J-86.61\ Blue Cross of W. Pa.. -Refund on .heal. th in ,.,. df<!_m;r 1??.1JJJ. Metro:eoli tan Health Insurangft -:R,eftmd on h.aal. th in-·-· ... tf-lc'.m:J-110.00 TOTAL :fr 2:j t, I, ·OJ_. -~--- t 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, Sueh letters must be signed by a responsible officer of the financial institution or mortgage hvlder 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, ' ~--------.-----------~--,~--------~-~~--..,.....--~......,....,...-------..----------------------. ! I l Joint,ly Held Property .. ; Estim~ted Value All oth-er jointlY held 'Pro-perty held with wife Hel.e.u E Hetrick ----~----~~~~~~~~-~~~~~~~~~~~~~~~~~~~~~-----------------+~----------- 't ,--------------------------------------------------------------------------------------~------------- 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 NOD - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE ( 1 f 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 -' Helen lil Hetrick Wife Yes 1001! Carol Lynn Hetrick daughter Yes OnlY to .............. + of --- jointly held . ' · property above. .. ,. . ' i -------·-------------__...... -------------------+-----I I ! I i ~ •' ... .., RESI.DENT DECf;DENT DEBTS AND DEDUCTIONS CLAIMED NOTE: List first five items in the spaces so provided observe notations thereon, and instructions. ' DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN I KEGISTER ONLY Funeral expenses paid $ 2,377 00 $ Famil;i exemption (will not be allowed unless decedent died residing with a spouse or children.) 1,500 00 Administration Expenses • 150 00 Counsd fees • ' I ' ' Fiduciary commission • OTHER DEBTS AND CLAIMS (*) See Note below I I _.q Total 4,027 po 'lOt. r oo . Note: The estate agrees to advise the Register of Willi; if the amount actually paid in settlement of any fee, commission oi· debt is greater or less than the estimated amount claimed and acllowed. Subscribed and swom to before me this .. :. / .~ ........... . . .. ~.~ ... ~ .............. . ( Executor-AdministratO'T') .. ~~.~~~~.M.• .................... : ..... . · (Street Number) .. ~~?~~~~~· .. ~.~.~~:v:~ ............... . (City or Town and State) Having been duly sworn according to law, I do hereR. ~er~if~. that the above appraisement is made in conformity with law on this ................ c2.9,_;;!:)). ...... day of .......... ~ ..... "JYjj ·;..· :J' 'i1' .... " 19:/;k, • /1 •. (] \ ... .'!.!~ ...... ~ .. ··~~··· In the event that any future interest in this estate i:; transferred in possession ot· 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·inheri- tance taxes at the lawful collateral rate on any such future interest. REPOET OF THft _RF17,I~Tf~ -~F J~L~S, I, the undersigned duly elected Register of Wills in and for .... u:._)t::::;-::::::.':f::::::::::::· ...... County, Pennsylvama, do respectfully report that I have allowed debts and deductions in the ninounts claimed by deponent, except a ose items where a greater or lesser amount is set forth in the last column to the right in said schedt~le above, which greater or lesser a unt repr ents the sum allowed as a d~duction. Dated: .... 1-~.~ .\.1.1 .. 1............... ~.{ .. / .. ~~ ....... . d ... J Register of Wills I -· l .. ,. /' :\ j " '• 'I ·.;, '., 1 .:.t . . "•'t ... ~ :' ,<1-·· ... ., ,. . 't "!·, .. !1 . .-;::..· t; : ~·': . .. _. 5 ~. ~' b ~ :::.' Form No. RCC-62 {6-70) Will Administration lNo ........... Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of ........................ · .. · · · · · County of ............................. . .. ~--. -...J ... Common we§:Jth:--"i>f:<:Peimsytvania, ,. _:oc= r • i# ~~~ J~ !c;; ··- REr:oR:T;AND' Al>PRAISAL. :~ 5,:.~ -.--. ., .:~ :..J ,_, .:0 ::§ =~) -- ;--u ;--"""'~ :;::,.. (f)-C:: ·.=> r--..,_, u·., . .. . ' f.,.. I. ,. ' :1 ' ~' Fonn >RCC-2 • , > --:'~ ' . • • I -,r·~.,_ •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 DATE .......... July ..... 2.8, ...... l.g}l. .................................... . . -· COMMONWEALTH OF PENNSYLVANIA RE:SIDENT INHERITANCE TAX APPRAISEMENT COUNTY ..... ~~e.~.~-~sr.~9..~ ..... :· ...................................... . FILE NO. . ..... QJ..~7J.:~.7~.§. ................................................. . Whereas, ........................................ 1\ENNETH ... L.~ .... ~TR.l.O..K. ............................................. late of ................ GAN9N§.~~g .......................................................... . in the County of ............................................... W!¥?..tl.l.N~H9.N ...................................................... Commonwealth of Pennsylvania, having died on the ................................. .3.1.~~ ................................................ day of ................. ~Y ................................................... 19 .... 7~ .. seized and possessed of an estate su b. t t I h . t T d th I f th C lth f P I Jec 0 n en ance ax un er e aws o e ommonwea 0 ennsy vama; Therefore, I, MADELINE FINNEY an appraiser duly appointed according to law, ...................................................................................................................................... , having been designated to make a fair a:nd conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life esta.tes 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. Unit Appraisement Description ol' Asset Values Made for Inheritance Tax Purposes $ EERSQNAL: SEE COPY ATTACHED TO APPRAISEMENT 2 .~h1 109 JT. HELD: SEE COPY ATTACHED TO APPRAISEMENT 271 00 total 2. .612 OQ I ' I ___j I I . . j I I I . . I .. I I I I _____, I I I rorm!;•;;:~hb:: :.:":h:.worn ~C<:()r~l!j~:· :U.~ o'r~ .. ~~c;~~~ ~·;~l~E~ :Appra1ser ................................................................................................ ....... ......................................................... WtJ....xL (J.mber ;-1!treet) Penna. ······································ ········ .... ···;~rf·· ....... ····· .............................. , (Po Offlee) WASHINGTON County ................... RESIDENT INHERITANCE TAX APPRAISEMENT Estate of KE.NNETH. .. L .•. ~l.'R.IOK ...................................... . Deceased. Late of .................................. Q,A.J.ITQ~V.OO. ...................................................... .. Date of Death, ............... .5.~3..+~7l ....................................... .. Appraisemel!t Docket Vol., ........ 3. .. ?. ................................ . Page, ..... J..9..'/..~.2... .............. No .... 63.~7.+~7lQ ............ . Filed in Register's Office, ........ July: ... 28. ........ 19 .. 7.1 .. Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE ~;;. Received, Exa.mined and Approved, ................. . Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, ' •. Entered and charged, .... ~ .......... ~ ~ .00 T ' -'· - 2)377.00 1} 5 0 0 .0 0 1 50 .oo -~~027.00 T .00 T 2 2 4 1 0 0 0 0 0 1 0 0 0 0 0 4 2 0 0 8 6 6 5 1 2 2 4 4 1 1 0 0 0 3 6 1 0 9 s 2 7 1 0 0 6 3 2 0 9 s 0 2 7 0 0- • . , :f.. - · FOR.\1 7 (}) (5 tJNRTED S'I'ATES .. (Rev. Jan. 1966) .. E§TATE T.tl.Jl RETURN' U. S. TREASURY ·DEPARTMENT Estates of nonresidents not citizens of the United States· may generally file on Infernal Revenue Form 706KA instead of this form. For details see page 39. Service D<Jcedent's first name and middle initial I Decedent's last name -· /le~..€.1c...k. K e v; Yl ct h L . Decedent's social security number Employer identification number for estate :28 3-0 I -/3CJ CJ No ,v e. ~'j_.r?h ed rt:J ~- Date of death ~ j Citizenship (nati~Z:lity) at time of death u I s. /) . -5':..3! 71 Residence (domicile) at time of death ,(J ¢. · · r!..-a (1 tJ rJ s h_ t..l. e.. ' • I 'i-ere letters testamentary or of administration granted for this estate? Did the decedent die testate? ~Yes 0 No 0 Yes · t1.No · - >· DO NO'r WRITE IN SPACE BELOW Date received : ,. ·' Date granted A/.// c_::a_se ___ N:_A;_· _,_,4_. __ ___,_I_N_a_m_e_o_' f-c-ou_r_t _!V __ ' A . ., Location of co/!.; I 8_-:-':----------- To whom granted? (Designate whether execulor, executrix, administrator, or administratrix. Explain if different from the person or persons filing return) NAME --=--D_E_S_IG_N_AT_l,ON_~--I----ADDRESS (Number, street, city, State, and Postal ZIP code) ·--- }:.':"" ;<. e cu. f 12-1 x.. 2. z. ro . /71 s-/l.1u /2/Z<ii? y R ci · ~ F /le212-l ck e C¥ n o /1 ~~ ;6 ~.a. 7 , YJ.,;-/ -.r ,..2 17 COMPUTATION' OF THX (See instructions on page 38) .Taxable estate (Item 5, Schedule P, or Item 9, Schedule Q, whichever is applicable) .............. ; .....•..... $ _____ /ILc::!../(L~- PART I :;· /t/ C)/[}~~-. . I •. Gross estate tax (use table A, page 40) ...........................•....................... ,. :~ ........ $----------·------------------ 1. Credit for State deoth tcixes (use Table B, pctge 40) ................................................. :. . ,/l! t1 /J 1::::_ ·3. Gross estate tax less credit for State death taxe-s (item 1 minus item 2). This is the net amount payable unless credit for Federal glft taxes, tax on prior trc:msfers, or foreign death taxes is claimed in Pert II.: ............ $ _______ .!_'!!_?__;_':_~-:'_~=- PART II .(. Cred~t for Federal :ift taxes.·················;.-~····························· ·1$--~-~----~-~------------------ ·S. Cred1t for tax on pnor transfers ............................. _ ... : ............•.. ·~------------------------------- .6. Credit for foreign d~Kt!h taxes .................................................. 1---------·!'! ~/f. .I/---1. Total of credits und01' Part II (total of items 4, 5, and 6) ....................... : ......•................... '----"-~-.;..v __ ..;.b_·-....., ,-,_.,-.JD :e. Net estate tax paycd::-.le (item 3 minus item 7). . . . . . . . . . . . . . . .. . . . . . . . . . .. . . . . . .. .. .. . .. .. .. . . .. . . . . . . .. . $ ./(/ o ,t/ 1.~-~ -(SPACE :roR USE OF INTERN.?'1L REVENUE SERVICE) .:.::.=~----- Assessments Payments Amount List Page Line Date Principal Interest Type of as>essment (tax, interest, etc.) -------------------------1------------1--------1--------- · _____ : ______ ~_:__________ $ ·---------------------------------------------------------------------------------------$ _______________ :_________ $---------------------- . . ·------------------------.. --------------------------------·-------------------------------------------------------------------------------------------------------------- . ---------------------------.... ---------------------------------------------------·---------------------------------------------------------------------------------------- ---------------------------------------------------------·· ------------------------------------------------------------------------------------------------------------- ~ _______________ ..; __ --------... ------------------------------··--~----------------------------------------·-----------------------------------------~ -----------------------.-- ---------------------------.----------------------------··-------------------------------------------------------------------------------------------------------------- ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ DETERMIN.P.TION BY INTERNAL REVENUE SERVICE Page 1 elill-16-77750-2 -... I I I • I. ---~--------------~----·-------~---------------------··· --~--------·~. 1. Address of decedent at time of death (Number, ,ltreet, city, State, and Postal ZIP code) · ;< ~ t, 01 .S. /Jlt.uz..~ CJ. t a_ d z. State in which domic1led at time o death Pe n M s <-( / u v ~'> I a-I. 3. Year in which this domi~ w.as established . 'J/-5; . 4. Place of death} · /) W8shrnr{PDV? f/£. 7. Decedent's physicians NAMES ADDRESSES (Number, street, city, State, and Postal ZIP code) . J11' j). r tuiJolel? ' . ·-··, 8. If decedent was confinesf in a hospital during his last ill!)ess or within 3 years prior to his death, give nome and address of hospital c.J CJ s ~ NJ r t;,"' Ho..s ~~ '!~ / . . ' .. W;;;..sht'1'/'64#,~~ .. ·· -·· 9a. Date of birth; 9b. Place of birth (City and State or country, if other thalfYnited States) b/.3ofi91-0-AAmsi~'2-,J11 C!ou..n6·r ra, . lOu. Business or occupation / • I lOb. If retired, state former business or occupation S e. I r-£n1 f 1~ tt e e · --------'-------,---·· ___________ _ 10c. Business no~ · } • J I lOll. Decedent's employer identification number, if any Pa/2..k.....,-a.tr\.!:..;.ont:.tJ...ac-tuty ~-;t/c:JA/C · 10e. Business address (Number, street, city, State, a!]d Postal ZIP code) I /) . 2 2-6 /J1. t. J1 u. k'!f~. iY 4 e d ~ an ~ r> S' ~ U. R. J r a ) .6' ._a I 7 11. Marital. status of decedent at date o! death . . . )AI Married . 0 Single 0 I_..e-=g'-o_Il.:..y_s_e=-p-~_ro_t_ed ___ -;=0=--W_id_o_w __ o_r _W_i_d_o_w_e_r ----'0=-_D_iv_o_r_c_ed ______ _ 1Za. Name of surviving husband or wife 112b. Social security number of surviving husband or wife flc:len F 1/el::n.lc...k. /7.2-Jq-lt../?cJ ~ 1Zc. Date of parriogze to surviving husband or wife lZd. Domicile at dote of marriage to survivp:,g husband or wife $' L? '-_I 1 t/ -.3 . . r!. a !?. .. n e. 9-1 e "Y c} 13a. If decedent was a widow or widower, give nnme of deceased husband or wife 113b. Dote of death of deceased husband or wife A!. ,1 .A 14. Individuals who receive benefits from the estate (do not include· charitable beneficiaries shown in Schedule N or any heir receiving less than $1,000) · · Name.-Enter the nome of each individual who receives benefits from the estate directly as an heir, next-of-kin, devisee or legatee or indirectly (for example, as beneficiary of a trust, shareholder of a corporation or partner of a partnership which is on heir, etc.). Social Security Number.-If the individual hoB no social security number, use his taxpayer account number. Age.-On the dote of the decedent's death. Relationship.-Include relationships by blood, marriage, or odop· tion or indicate NONE. Amount.-Value all interests on the date of death or the alternate valuation dote, whichever is used for estate tax purposes. The in· terest of each beneficiary should be valued in the same manner as it would be valued for estate or gift tax purposes. Where precise values cannot readily be determined, a reasonable approximation should be entered. The sum of the values of the interests of all unborn or otherwise unascertainable beneficiaries should be shown on the last line (all unascertainable beneficiaries). Name Social Security Number Age Relationship to Decedent Amount E 1 7.?. -1 t/ • / S/J'o .,6-;_ W! ~e. /tJC'J % .. .. ~ll unascertainable beneficiaries ... · ............ : ..... :··: ........ ; ................... · ..................... I ESTATE OF ____ L\_e_!1_)j_e--_[b _____ t_ ________ /~_tg_! __ (_~}\ ______ _ Page 3 cliQ-16-7775()-2 I. ~--~ .• .I GENERAL INFORMATION-Continued --------------------------------151:!. Did the decedent at date of death own properly in any State or country other than that of his last domicile? If "Yes,'' state place of ancillary probate proceedings . 0 Yes ~No ). t •• · ~-_f· 15b. Name of ancillary administrator ot executor ...... 15c. Address of ancillary administrator or executor (Number, street, city, State, and Postal ZIP code) . • :. . • .· ' A/ "/J c :· . . . . /'V,/7_.. '. 16a. Did the decedentat the time of his death hwe a safe deposit box held either alone or in the joint names of himself and another? · If "Yes," state location 0 Yes r&.No j. . ~. . i ' . 1Gb. If held jointly, give· the name of the joint depositor 16c. Relationship of joint depositor to decedent -A/, A .. ,_ 16d. If the decedent had a safe deposit box at the time of his death, indicate by schedule and item number under what schedules in this · return the· contents are listed ,_. · /?1. ~- IGe. If any of the contents of the safe deposit bm: are omitted from the schedules, explain fully why omitted f·' ;_ ~ L •• • . ·- 17. Did the undersigned person or persons filing return make diligent and careful search for property of every kind left ~ . by the decedent? ' ' ' ·-_ . ~Yes D 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 decedent during his lifetime without an adequate and full consideration in money or money's vrorth? _ J8l Yes 0 No 19. Did the same undersigned make diligent anC. careful search for the existence of any trusts created by the decedent during his lifetime or any trusts created by olher persons under which the decedent possessed any power, beneficial interest, or trusteeship? ~"Yes D No ZOa. Name of attorney representing estate, if any . _... . . r.J .o /!/I= 20b. Address (Number, street, city, State, and Po.rtal ZIP code) ZOe. Telephone No. -A/. CJ A!. E --------------------------~ ALTERNATE VALUATION (These instructions apply only if alternate valuation is elected. For further information on this subject, see Gel}eral Instructions · · · .. _ on page 4) · 21. _0 An election to have the gross estate of the decedent valued as of the alternate date or dates is made by entering a check mark in the box set forth below. The executor elects to have the gross estate of lliis decedent valued in accordance wifu values as of a date or dales subsequent to the de- cedent's death as authorized by section 2032 of the Code. ESTATE OF -------------------------------------------------------------------_ ---__ ---------------Page 5 cSII-16-7775(}-1 GROSS ESTATE SCHEDULE A REAL ESTATE Did the decedent, at the time of his death, own ar;.y real estate required to be included in the gross estate? See General Instruction J. page 4. · · 0 Yes 2Sj' No Item No. 1 Description '; ~. ·.-· ! • // Subsequent valua· lion date _;,.. ---------------'T'-'O,_T_A_L-'('-also enter under the Recapitulation, Schedule 0) (If more space is needed, insert additional sheets of same size) c59-16-7775Q-l Alternate value Value at dale of death· $ $ $ Schedule A-Page 7 I I . I ·., ----~~---~----------~ ----- SCHEDULE B STOCKS AND BONDS 1. Did the decedent, if a resident or citizen of the United States, own any stocks or bonds, regardless of physical location, at the time of his death? · · · 0 Yes ~No 2. Did the decedent, if a nonresident not a citizen of the United Stales, own, at the time of his death, any stocks of corpo- rations organized in the United States or bonds situated in the United States as explained in the instr-uctions? · 0 Yes 0 No Item No. Description (including face amount of bonds or number of shares) Par Unit value Subsequent valua-tion dale Alternate value Value at date of death ---1----------------------1----1------------------------ 1 $ $ TOTAL (also enter under the Recapitulation, Schedule 0) $ (If more space is needed, insert additional sheets of same size) · EST ATE OF. ----------~-------------------------------------------------Schedule B-Page 9 c5~-16-7775lr-l ',' ' ' SCHEDULE. C MORTGAGES, NOTES, AND CASH Did the decedent, at t.~e time of his death, own any mortgages, notes, or cash? D Yes %J No Item No. Description Subsequent valua-tion date TOTAL (also enter under the Recapitulation, Schedule 0) (If more space is needed, insert additional sheets of same size) ESTATE 0 F •....•.•• ----__ -----. ____ ------------------____ --------------------____ ----------------- e59-16-77750-l $ $ Alternate value value at date of death $ Schedule C-Page II SCK-IEDUL~ D INSURANCE "i, la. Was any insurance on life of decedent receivable by his estate? 0 Yes (}(No I lb. By beneficiaries other than estate? $1 Yes 0 No .. 2. Was there any .insurance on the decedent's life which is not included in the return as a part of the gross estate? 0 Yes ~ No If "Yes," a complete explanation as to all such insurance must be submitted. Item Description Subsequent valua· Alternate value Value at date of death No •. lion date --/lt#ek!-,/~/1 Gene~d/ /-.1 fe I /J .sa 12. a nee-1 $ $ : :p o 1 : C-C-( rf / (J _f / ..j-.9 .. /tJ-3~.0 . PR-tJc.. e-a. J s . . . o?. ,LJI(.. ""--'j e n l 1 ~ / /n c-« 12..e> n c e. ~. . r fJ6 /, c_ (.'/ # 1)1 'I 9 7R!o~l PrLo e. ee j .!" .. . I 3 :2." • ~ . ' .. '·. J fJf<._"'-de11 /., ~ I ;;,.r c.( li! ... o l1 c e_ ~. 4 /i e t/ # E t> P 72.-PI/ . ~12-o e.\"' e er/,s, It./ ;,s; 3 11 't:) tl c f('J /,C. I p s I q I d &o le-· ~ F //e t R-Ic/(' (,<) I //e. e11'1 "' TOTAL (also enter under the Recapitulation, Schedule 0} $ $ 076..!J r,?J (If more space is needed, insert ad~itional sheets of same size) 0 7 ESTATE 0 F _______ . ______________________________________________________________________________ __ Schedule ~Page 13 c59:-16-77750-l ·--·' SCHEDULE E JOINTLY OWNED PROPERTY 1. Did the decedent, at the time of his death, own any property as a joint tenant or as a tenant by the entirety, · with right of survivorship? · ·.· Q';f "fes 0 No If "Yes," state the name and address of each surviving cotenant. NAME ADDRESS (Number, sfreet, city,State, and Postal ZIP code) ·-~/e. h F 1-/e-~~' J<. u.; r fc r! :;)12.'~··1· ··ll1 ·~·~< ·;-le 1.-ri_ I C-1c· .:· Item No. Description 2. ~ " /!)(;!. )J1 (I 12 ~ 'd,.(., 2 .. ' 1...... G. l ( Subsequent valua-tion date (If more space is needed, insert additional sheets of same size) c59-16-77150-l Alternate value Value at date of death 7 :z (.. I ;a.--- fi2;..$,.,.CICJ 75b.CJo y..!l-98-c, I ~2j_2.¥t .;; 6 7 <J. '-/..1 Schedule E-Page IS ~tate; ) ) i \ ~ -\ j ' SCI-EE~ULE E 10INTLY OWNED PROPERTY 1. Did the decedent, at the time of his death, own any property as a joint tenant or us a tenant by the entirety, with right of survivorship? · ~ ~es lf "Yes," slate the name and address of each surviving cotenant. 0 No ... / Item No. '. ! tle-1-M.S J;o tF? Llr. NAME ADDRESS (Number, street, city, State, and Postal ZIP code) .; r"' ... • ,'(, ; _ I t : -, ~ ~ '' Description /-/6 _ <:9 w Yl e-J ~ r i; t t.cJ,-/-e._ He> ~/1 \ _lo. .. :_--:-._:·.:-=~""=--=-:-=------ -- Subsequent valua· lion date $ TOTAL (also enter under the Recapitulation, Schedule 0) $ (If more space is needed, insert additional sheets of same size) Alternate value Value at date of deaUJ ESTATE OF _____ K_ ___ k_ _ _{~--------------~~---------:--------------------------------------. Schedule E-Page 15 c59-i~ ':..77750~ ..... -" ) SCHEDULE F OTHER MISCELI.tANEOUS PROPERTY 1. Did the decedent, at the time of his death, own any interest in a copartnership or unincorpora.ted business? ·o Yes W'No · z. Did the decedent, at the time of his death, own any miscellaneous property not returnable under any other schedule? r ~~ 0 No·· 3. Was there any insurance which the decedent owned on the life of another which is not included in the return a~ a part of the gross estate? If "Yes," full details must be submitted tinder this schedule. ·· 0 Yes _g! No 4. State whether the decedent's estate, his spouse, or any other person, has received, or "livill receive, any bonus or award as a result of the decedent's employment or his death. If "Yes," full details must be submitted under this schedule. 0 Yes ~ No Item No 1 .3. ..J- L. R>e-ne t'rc.le;./ t'<el='LLV\.c\ o,...., Description · I 11 Ins o /)__ ¢'1, c e (;' ~" u. p he..~ I tJ., /.~1 S' 1./ 1'2-<3 f1C< Subsequent valua· lion date $ TOTAL (also enter under the Recapitulation, Schedule 0) $ (If more space is needed, insert additional sheets of same size) ESTATE OF ___ . -------------.-.---------------___ :_--------------------------____ c __ -:.: ------------------ o59-ltl-77750-1 Alternate value Value at date of death $ j/tJ. t)c/ Schedule F-Page 17 '7h. ·j~ -~,:;. ~-! '·· >J <_:_;·:~.:~. r:;. ·~ ';_.., ... ·~,;· S€::HE:OULE 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? · · . 0 Yes BJ No Zu. Did the decedent, at any time, make a transfer (other than an outright transfer not in trust) of an amount of $5,000 or more without on 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: 0 Yes g] No Zb .. Dote Zc. Amount or value 2d. Character of transfer 3a. Did the decedent, within 3 years immediately preceding his death, make any transfer of his property without on adequate and full consideration in money or money's worth? If "Yes," and the transfer was of on amount of $1,000 or more, furnish the following information: 0 Yes lliJ No ~b. Dote 3c. Amount or value 3d. Character o'f"t~ro_n_s'f-:-er-~------,----,---,--,---'----'--- 3e. Motive which actuated decedent in making transfer 4. Were there in existence at the time of the decedent's death any trusts created by him during his lifetime? 0 Yes No 5. If a Federal gift tax return(s) was ever filed, state the year(s) covered and the Internal Revenue district in which filed . Item No. 1 . ' . .. Description I i ~~ , ) ( ·:· ! • j-lj . .; • '• . ) .·' Subsequent valua· lion date TOTAL (also enter under the Recapitulation, Schedule 0) (If more space is needed, insert additional sheets of same size) ' ESTATE 0 F ---____ -----------------------------~-----~ --------------------------------------------- o59-1G-77750-2 Alternate value Value at date of death $ $ $ Schedule G-Poge 19 ·,l.~ \"! • v• ------~------------------~------------------~------------------------------------------------~--------------]..~ .... 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 0 No 2a. Did the dec~dent, at any time, by will or otherwise, exercise or release (to any extent)' a general power of appointment created after October 21, 1942? 0 Yes lb. On or before such date? 0 Yes 2b. On or before such date? 0 No 0 Yes 0 No 3. Were there in existence ·at the time of the decedent's death any trusts not created by him under which he possessed aqy power, beneficial interest, or trusteeship? 0 Yes 0 No 0 No Item Description Subsequent valua-Alternate value Value at d·ate of deat'r No. lion date 1 $ $ : . ·-. . " . ,·. > ,. -. ,_ ,, .. - .. " J j r -. .. ' -TOTAL (also enter under the Recapitulation, Schedule 0) $ $ ;{/tJ/J t: .. (It more space IS needed, 1nsert addttronal sheets of same SIZe) SCHEDULE I ANNUITIES. la. Was the decedent, immediately before his death, receiving an annuity as described in paragraph I of the ·instructions? . . lb. If "Yes," was that annuity paid pursuant to an approved plan as described in paragraph 4 of the instructions? 0 Yes ~No 0 Yes .0 No lc. If the answer to "lb." is "Yes," state the ratio of the decedent's contribution to the total purchase price of the annuity. 2a. If the decedent .was employed at the time of his death, did an annuity or other payment as described in paragraph 3(d) of the instructions become payable to any beneficiary by reason of the beneficiary's having survived the decedent? · ® Yes 2b. If "Yes," slate the ratio of the decedent's contribution to the total purchase price of the annuity. Item No. 1 ·Description Subsequent valua-tion date Alternate value $ 0 No Value at date of death $ .... , .. ;;d ...... :· .:·: :.: .. TOTAL (also enter under the Recapitulation, Schedule 0) $ $ (If more space is needed, insert additional sheets of same size) EST ATE OF -------_____________________ · _____ ------------------------'------------_: __ -------------------Schedti,1,es H ·and I-Page 21 c59-'-16-77750-l FUNERAL EXPENSES AND EXPENSES INCURRED IN ADMINISTERING PROPERr_Y SUBJECT TO CLAIMS NOtE.-Do not list on this schedule expenses of administering property not subject to claims. In conne~tion with such expenses, see Schedule L. 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. Item No. 1 Description Total .. , .................•....... ;, .......•........ B. Administration expenses: • Executors' commissions-amount estimated/agreed upon/paid. (Strike out words not appli- cable) ......... · .. , ............................................. · ................. . Attorneys' fees-amount estimated/agreed upon/paid. (Strike out words not applicable) .. $ lt.6-cJ.-!.Jo (. t/6-. CJ 0 7?.J'GJ X X X X X X X X X X X X X X X X X X X X X X X X -/..?b.CJo ?.}.oo 7-t/'. t:' ~ /CI""' C-1 c) Total miscellaneous expenses. . . . . . . . . . . . . . . . . . x x x x x x x x TOTAL (also enter under the Recapitulation, Schedule 0) (If more space is needed, insert additional sheets of same size) Amount --C) -c::l $ ;??..J 7. oO. ESTATE OF ------------------------~---------------------------------------------------------------Schedule J-Page 23 o59-16-7775D-2 !."> Item No. Stl~EDUF..E K . DEBTS OF DECEDENT AND MORTGAGES AND LIENS Debts of Decedent Cr d't d e I or an nature of claim, and allowable death taxes So hYJ F/ee.h ei'L ve,v,!; ~c.. r 2 n/(. t9 0 6 $ L-""' s ~ 0 s d ~ I: I (') M -a-? ~ /, d f' e.. ,Lt) eS Ci f?e 11H /fj, t.V ~ /2.... ~;(?o L C) 112. c/-. f9 e ~ I t?--J t_ ~ lc..-1 C? ;e e S 74t=>~..! -/11 0 /c eun L. J1Jc~·9 ~ '1 · ~ ;V,e_.me'iek-0/ds ln.c-1?~. p ~ ;J e-·;'; , fe-/c / ./~) 14 ·e. {!t, /u11-1 hi& /Cds (!d - {!. /} i'Jc{ WI 6 I? d /8 <> 1"-j - Y e /2-lJ I C.. e..- l??u.ntc!f~ I ·~ ... : .. . . . . . ..•• -.J c--c ' ' ,-. . ' ' ' TOTAL (also enter under the Recapitulation, Schedule 0) Item" Mortgages and liens Description No. $ $ Amount /&, 9. 0 0 / t/. CJ 3 ..j 7. 9~ J, R 2- Ff'.J "I ... l·6· . ,!·/' s· - d) 7,-.J ~7 . . //, z.-3 .. ~"'/, 2..? I Amount ------------~---------~~----~;:~~~T~O~T~~~L~(a~ls~o,~e~n:tesr~u~~~de:r~t~he~R~ec~a~p~itu~l~at~io~n~,~S~ch~e~d~ul~e~O~)~L!$~~~~~~,1,~/~/~~~r ... (If more sp3ce is need~d. insert additional sheets of same SIZe) ESTA1:E OF .... :. ----------------------------------------------------------------.l.--------------------Schedule K-Page 25 c59-1G--77750-2 ---~----- l I I 'I \ l NET J~OSSES DURING ADMINISTRA-TION l\'t'ID EXPENSES INCURRED IN ADMINISTERING PROPERTY NOT SUBJECT . TO CL.IUMS . I! em No. Net losses during administration Amount -----~--------------~--~~-----------------~--~------------------------------~~--~----1---------------- _, Item No. l ,. __ : \ -:.'- . ;_ ;,,,.. __ _ ---~ --·..:.1 ': .• : ~-.. ~ _.:- •.; j --~~ . . r: ,. ... ·_;_ : ,• -~- -J _; f '""';. "" '~..-~ -. -- ' ,. ' -I ~.;: . " -.""i... ,_.: ! -' -;'-·: -:. __ .--.- _:; \_ -, £..; ...... TOTAL (also enter under the Recapitulation, Schedule 0) Expen>es incurred in administering property not subject to claims (Indicate whether estimated, agreed upon, or paid.) TOTAL (also enter under the Recapitulation, Schedule 0) (If more space is needed, insert additional sheets of same size) EST ATE OF -----·-__ --------___ • ______________ ---·------·-------··--·------______ -------· ________ ,_ $ $ Amount $ Schedule L--Paga 27 l f \ ; I ·. - .,· ·~· ;·, . S~H~llJlllJLE M BEQUESTS, ETC., TO SURVIVING SPOUSE (MARITAL DEDUCTION) If the decedent died testate, the person .or persons filing the reiurn 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 submiHed with the return. · J. Has any action bee~ instituted to contest the will or any provision thereof affecting any property interest listed on this schedule or for construction of the wili or any such provision? . · · 0 Yes ~No za. Had the surviving spouse the right to declare an election between (i) the provisions made in his cir her favor by the will and (ii) dower, curtesy, or a statutory interest? · ~ Yes 0 No I ·------------------------------------~---------------------------------2~. If answer to question 2a is "Yes," has the surviving spouse renounced the will and elected 12c. Elected to take under M to take dower, curtesy, or a statutory interest? 0 Yes No the will. ru Yes 0 No 2d. Does the surviving spouse contemplate renouncing the will and electing to take dower, curtesy; or a statutory interest? 3. According to the information and belief of the person or persons filing the return, is any action described under question I designed or contemplated? · 0 Yes ~No 0 Yes ~No 4. According to the information and belief of such person or persons, has any person other than the surviving spouse asserted (or is any such assertion contemplated) a right to any property interest listed on this schedule, other than as indicated under questions 1 or 3? · 0 Yes .J8r No Item No. ;l 3 · Description of property interests passing to surviving spouse Value ....s-~: .. J., e.. J \..{_ I e.. E 1fem.r I -!& ~che.-cl~l~ ~ It e__ k--1 ·i ·' s c...h ~ J u__ ( ~ D ·I [c_ 11-t,g .-1 .. I ....3 -:.r .. !' . .. ~. : ... '"'" .,: ... ~. . ,• .-\ -· TOTAL .................................... _ ........................ : ............ : ............... ·' Less: (a) Federal estate tax payable out of above-listed property interests .............. , $----------~------------ . (b) Other death taxes payable out of above-listed property interests .............. ------------------------- . . Total of items (a) and {b) ........ : .........••....... · •...•.. · .•.......•••...•••...•.•••••.•••••• : ...•. ------- Net value of above-listed property interests (also enter under the Recapitulation, Schedule 0) ...... ; ........ . (If more space is needed, insert add1t10nal sheets of same size) ESTATE OF ___________________________ :_·----------------,--------------------------Schedule M-Page 29 e59-I6-777iiO-l .··.} 'J '.::~\ SCHEDULE N CHARITABLE, PUBLIC, AND SIMILAR GIFTS AND BEQUESTS ;: l If the transfer was made by will:_ ;_~_:·_.;':.;~:~.--~--·--_ _ (a) Has any action been instituted· to have interpreted or to contest th~ will or any provision thereof affecting the ·: :.-~. · · charitable deductions claimed in this schedule? · "' (b) According to the information and belief of the person or persons filing the return, is any such action designed 0 Yes !Z[No, ~;,:ii or contemplated? ~-.~~ 0 Yes ,Z1 No _,,._: J ;>: t:l: ~-~-:r1 ; fr' 1 ~i~~-· f J~ t ., 1- ,~ :a~,. ~r ~ ' l !'": ' . " Item No. 1 Name and address of beneficiary Character"of institution Amount $ ,-'· .: f ·,. i .: : .. -: '· " ' TOTAL ...•.............................................................. · .......... : ...... · ... . A/ t)// ~:=--$---------c ------------ Less:. (a) Federal estate tax payable out of above-l~sted property ~nterests ............ ·1 $ _________ · ____ • _______ __ (b) Other death taxes payable out of above-hsted property mterests ............. -------------------------- Total of items (a} and (b) ......................................................................... ·J------- Net vcilue of abcve-listed property interests (also enter under the Recapitulation, Schedule 0) . . . . . . . . . . . . . . . $ A/ tJ /(/ f:: .:.-. (If more space is needed, insert add;tional sheets of same size) ESTATE OF _______ ------------------------------------------------------------------------------------Schedule N-Page 31 c59-16-77750-2 ·'"~ .. ....._ (,l I • i -------------------~--------------------------------------------------~-----------------------[, t I SCI-IEDUI..E 0 RECAPITULATION t ---.----------------~------------------------,---------~-------- 1 ·Sched- ule Gross estate Alternate value Value at date of death .. ·-/!) 0 /1) 1:::-l f c D E F G H I •· Sched-ule J K K L L Real estate ..............••............•..................... ~ ... , ........... , .. . $.----------------------$ ___ --------------------- Stocks and bonds ......•.•...••••.••....••.•...•....................•............. A J tJ. AI).;,... --------------.:. ______________ LV. ______________ --- Mortgages, notes, and cash .......•.•................. : ..............•............. --------------------------___ &_ __ q_!Y_£_ __ Insurance ................... : ...•...................................•.•......... ------------------------------~-Z{?_.?,~-__.;!_!_ Jointly owned property .......•...... _. , .................... _. ......••............... 0 l38l.'· <;)-______ --------------------.... -/. ...... ------------------ Other miscellaneous property .......... ~ ...... .' .....................••............. -----------------------------~--¥_{?_!_._~_1_~~. . - Transfers during decedent's life ........... · ......................................... --------------------------____ ,('r/...~!!(~--- Powers of appointment ....... ; .......... : ~ :" .............. .-: ........ ." ........ , ..... -------------------------____ &_{?_!~(;:_'_=- ,/'. Annuities ..... · ............................. : ..... ·. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1/tJ 1'111 c· .. -, TOTAL GROSS ESTATE ............................. ; ............................ $ Deductions Amount 1. Funeral expenses and expenses incurred in administering property subject to claims.. $ __ ;},_1._}_2~-~--t!_- 2. Debts of decedent. .. ,., ....... : .· .................................... ; .......... ----~---tJ~-:.f.: __ {_tj_ 3. Mortgages and liens .......................................•.......... · .. · ..... . 4. Total of items I through 3 ............ : ......................... , .......... · ..... . 5. Allowable amount of deductions from item 4 (see note*) ....................... · ... . 6. Net losses during administration.· ............ ; ...... ~ ...........•..... ,· ......•.. /I)CJAI t~ $-.3/zt,.St/ $ ... ~LCZk.:_('f -o- t/---7. Expenses incurred in adminis~ering prop~rty not subject to claims .................. ____ £. _________________ __ ~, ..... _____ ---..=----·----------- I . -8: Total of items 5 through 7 ..................................................... . --.31 rt.-SI $ ______________________ , M 9. Bequests, etc., t~ surviving spouse ............................................... -$ __ f~-~-~::'~~/J:. N 10. Adjusted gross estate (see note**) .................................. · ............ . --~-1.~~?._u~-~2..t 11. Net. amount deductible for bequests, etc., to surviving spouse (item 9 or one-half of item 10, whichever is smaller) .............................................. . ' "" '--- 12. Charitable, public, and similar gifts and bequests ............................... . :'\ TOTAL ALLOWABLE DEDUCTIONS, except exemption (totals of lines 8, 1 I. and 12) . . . . . . . . . . . . . . . . . . . . . . . $ .S / /0 t../ Jf *Note.-See paragraph 1'of the instructions. **Note.-Enterat 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 estate" (item 10) in accord- _?nce with the instructions and example on pa]e 32, and attach an additional sheet showing such computation. EST ATll . OF ~-~:~: -~-------------------------------------·-------------------------------------------------Schedule 0--Page 33 c59 16 77750-1 ., SCi-U.:DUtE P TAXABLE. ESTATE-RESIDENT OR CITIZEN Inshuctions.-This Schedule Should he Used only for the Estate of a Resident or Citizen of the United States 1. Total gross estate ...................................................... : ................................. . t/'fcJ/3·2-l $ ... .L ••• -------------·- 2. Total a:lowab!e.deductions ...................................... : .............. :: ~ ...... 1 $ .... ::£.L(.~_i_J__(_ 3. Exemption ............................................................................. 1 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 Instructions.-This schedule should be used only for the estate 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 "Exemption" on paqe 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 December 31, 1958, see "Conve11tion with Canada" on page 39 regarding snecial 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 wcis domiciled in France or Greece and was not a citizen of the United States. (If the "prorated exempiion" is claimed under th'.l Japanese convention, the numerator of the fraction set forth in item 7 is the value of the property situated in the United States ond subje:::!ed to tax by both Japan and the United Stales.) The value to be entered for item 2 includes real property situated outside of the United Stat83 if required to be included 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 I) ............................. : $ ..................... .. 2. Value of gross estate outside the United Stales (must be supported by proof described in instructions under "Deduction of administration expenses, claims, etc.," on page 39) ............. ;_: .......... :·~ .· ........................... --,------ 3. Value of lola! gross estate wherever situated (item 1 plus item 2) ................ · .... , ..... :. . . . . . . . . . . . . . . . . $ ___ _ 4. Gross deductions under Schedules J, K, and L ..................... · ..... :· ........................ , ........ ·.. $ ____ _ S. Net deductions under Schedules J, K, and L (that proportion of item 4 that item I bears-to item 3) ................ . $ ... ~ __________ : __ .-.--- 6. Charitable, public, and similar gifts and bequests (Schedule N) ........ : ................................... . 7. Exemption of $2,000 (in estates qualifying for "prorated exemption," use $2,000 · item 1 X $60 000 h' h · th t ) · · · · · or ---, , w 1c ever IS e grea er ...........................................•....... , ......... --------item 3 . -~ : .. : . 8. Total deductions .plus exemption (item 5 plus items 6'and 7) ....... : ............ ." ...... ·." ..... ." ..... :_.·:. · .. ·.:· .. $ ______ _ 9. Taxable estate (item 1 minus item 8) ...................... ; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ CREDIT FOR TAX ON PRIOR TRANSFERS Name of transferor I Date of transferor's death Transferor's residence at time of death '., COMPUTATION OF THE CREDIT PART I-TRANSFEROR'S TAX ON PRIOR TRANSFERS ·1. :Net value of transfers ........................ · ....... · ... : ...... :· ............................. · ........ .-... $ ______ _ 2. Value of transferor's estate (adjusted in accordance with instructions for item 2) .............. : .......... · ... :.. $,_· ----'--- 3. Tax on transferor'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 S . .Transferee's tax 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 taxable estate ...................................... ,:;·: ... ' ............... : ... : .. : ...... . . -. . - 10. Transferee's lax on prior transfers (item 5 minus item 9).................................................... $, _____ _ PART III-CREDIT ALLOWABLE -11. Maximum amount before application of percentage requirement (item 4 or item 10, whichever is smaller)......... $ ______ _ lZ. Percent allowable is ......... : ...... 13. Credit allowable (item 12 X item 11) ........... : ..... ;................................................... $ . . · ·1\ V' L> · -., ESTATE OF -~l_-. _______________ _[) ___________________ ~-----~--------------------------------------Schedule P, Q, and R-Page 33 a5o-=--:-1G-77750-l C> 1~- . . -~ ·l i f -t.~t if 'i 'i 1 ·~-r. '"4 -'1 -~ 1 ·~~j . - . . l ~;_,-;j'.-~ ·"·" . -~~ ....... ~:;'~~~} _~_~j. CfJ ~-. .;,.J ;. ... ·-:.>.: INSTRUCTIONS fOR SC:HE!:»lH..E S-Con~hmed · {b) Computation of credit in cases where property is situated outside bl'lth countries or deemed situated within both counh·ill:s.- In such cases consult the appropriate treaty for details. 5. Example of computcrtion of credifo 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 M country valued at $60,000; stocks of United States corporations, $90,000; bonds of corporations organized under the laws of M country, $45,000; and stocks of corpora- t,ions 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 property valued at $60,000 and $10,000 of the stocks of M country corporations passed to the decedent's surviving spouse and the latter items qualified for and were allowed as a marital deduction. The amount of the gross Federal estate tax less credit for State inheritance taxes is $25,820. The amount of the M country inheritance tax imposed on the widow's inheritance of $70,000 is $21,000. The value of the daughter's inheritance is $65,000, consisting entirely of stocks of M country corporations. The amount of the M country inheritance t•ax imposed on the daughter's inheritance is $19,500. M: country did not impose inheritance tax on the bonds issued by the M country corpora- tions. · - Schedule S is filled out as follows: 1. Amm;mt of estate, inheritance, legacy and succession taxes imposed in the aboYe country attributable to property situated in that country, and subjected to such taxes, and included in the gross estate (as defined by statute)------------------------------$40,500.00 2. Value of the gross estate (adjusted) _________ $200,000.00 3. Value of property situated in that country, and subjected to death taxes imposed in that country, and included in the gross estate (adjusted)-------------------------------$65,000.00 4. Federal estate tax before allowance of credit for foreign death taxes________________________ $25,820.00 5. Amount of Federal estate tax attributable to property specified at item 3 (proportion of item 4 that item 3 bears to item 2) ______ $8,391.50 6. Credit for death taxes imposed in the above country (item 1 or item 5, whichever is the smaller)---------------------------------------------$8,391.50 SCHEDULES ·CREDIT FOR FOREIGN DEATH TAXES '; List all of the foreign countries to which death taxes have been paid, credit for the payment ohvhich is claimed on this return -~---~--~--- ,··; . ir~;.-~di-ti~-~f;i~-~~ri;;;·d~~11-1;~~-;-p~i~ri;;·;-;-;;;~·ili~~--~;:;~-£~;~;g-~-~"c;~~!;;;,--~~~r;;i;;!"h~-~~~~ii'i-£~;·t";~~-;-i>~i;ri~-~~;;·~-;;;;t~¥-~;:;·ihi~-~"h~-~1-~~d use a separate copy of Schedule S for each of the other countries. The copies of Schedule S on which the additional computations are made should be attached hereto. . . . The credit computed on this sheet is for _ --------------------------------------------------------·---------·----------------------------------------·-----------------. . · · · ·-·· (Name of death lax or taxes) ·. · ______ : ____ , ___ --------------~--~--~------___________ : ____ . -------· .e-----------------_ ___ imposed in ---· __________ -. ---------------------:----~ ---------------·------------------~ -· . . (Name of country) · Credit is computed under the ----------------------~:------------~-----~-----------------------------------·---------·-------~----------·: _______ ,~ _____ : __________ · ____________ _ .. . ·. · • . · (Insert "treaty" or "statute") ... ' ~ ~ * COMPUTATION OF THE CREDIT (All amounts and values shown hereunder must be entered in United States money) I. 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, if necessary, in accordance with instructions for item 2) ................... ,. $--·---------------------- 3. Value of property situated in that country, and subjected to death taxes imposed in that country, and included in the gross estate (adjusted, if necessary, in accordance with instructions for item 3) .......................... , $ __________________ .. ____ _ 4. Federal estate tax before allowance of credit for foreign d€)ath taxes ............. : . . . . . . . . . . . . . . . . . . . . . . . . . . . $------.------------------· $. Amount of Federal estate tax attributable to property specified at item 3 (proportion of item 4 that item 3 bears to item 2) ..... · .................................... : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . $--------------·---------- 6. Credit for death taxes imposed in the above country (item 1 or item 5, whichever is the smaller)................ $----------·------------- : t< L -I-f-EsT ATE OF _____ -----------------·----------------------------------------------· -----------------------Schedule S-Page 37 c59-16-77;so-z ;.~ · ... : Under penalty of perjury, I declare that this return, including any accompanying statements, has been e:xa..rnincd by me, and is, to the best of my knowledge and belief, a true, correct, and complete 1'eturn, made in good faith pi.1rsuant to the Intemal Revenue Code and the regulations thereunder. --·' - • 1 -~------------------------------q -)_ 2. !. rn ~ r;1 u_ -,2..;:_?. ~1 .12c) r2 ~)'! ,)i-! s i~; ,{: ;, ' --~-;----1---<si"i~aiii!ii-iiiii~~i;~;;~~i~i~f~iio;:~jj:/>"-----:-----~ ,,, -,-·::·----------------------(A"ciC!~ess) ____ --~~-------------~--7;2 . -~ 1 rr e. _~"'··Itt t:t /-' e. .. ..-,'<?.1 C.t'/ . :::-. e ..... '"' c·,..,. -_,._ . --__ ·: . ·· · , _.· .. . i ------------------------------------------------------------------. --------------_" _________ -----------------------------------------I (Date) · · Under_perfkties of perjury, _I declare that I prepared this retur~ for the person <'>r persons whose signature(s) appe~t~,(s) r,bo~e and that this r~turn, inchtdifig ~~~ accompanying schedules and statements, is, to the best of my knowledge and belief, a true, correct and complete ~turn based Oiii tilt the information relating to the matters required 'to be reported in this return of which I have any knowledge. . r,-:_: ;?: c) ' . · .· I ~ ... • ,....::. ... ( .. ) .... •.:: ~ :-;·.:: l.J.... C.~ l {··, ·. __ J_ __o_._ .. _-_·_ ~-·~;-;_·~~.· ; . ~ . ;·.~ -( . I . . . I //"1 ;. I I ~!) • ' ' r· (};: ___ U:J._r:;:;._o__~7--!i-':'.._t; ___ t>!_f.;_ ____ ~~:!?.:~·.;:_~~)-(!:./!_;Z. -------~:~~.Jn-atii;:---------t~ ~:"-j_~i"i~~t~-~~~-;i·P~~r,-;;;~-(i~~i~id~~~-;~-ji~~i-:~th~["fi;;-~---1 L _ _~..-. · (Address) ' . . ~ . executor, adminiStrator, etc.) eu .;\I (c. ll c.. C~ 6 u. l-·1 r. c) I! L.- TABLE B . "' C'$--.. ] __ "" ~ ·: CoMPUTA1'ION OJ<' GRoss EsTAT;E TA~ Taxable ·~" Rate of Taxable Tax on tax on estate estate less amount in excess over equal to or than-column (1) amount in more than--column (1) ~OM,OTA;,ON OF MAX,MOM CRE~<T FOR STATE DEA>'H ''AXE~ I Taxable .. I &~~ Taxable Credit on credit on estate estate less amount in excess over equal to or than-column (1) amount in more than-column (1) . (1) (2) (3) (4) (1) (2) (3) (4) -- (Percent) 0 $5,000 0 .· .. 3 $5,000 10,000 $150 7 10,000 20,000 500 . 11 20,000 30,000 1, 600 14 30,000 40,000 3,000 18 (Percent) 0 $40,000 0 None $40,000 90,000 0 0. 8 90,000 140,000 $400 1.6 140,000 240,000 . 1, 200 2. 4 240,000 440,000 3, 600. 3. 2 40,000 50,000 4, 800 22 50,000 60,000 7,000 "·'I\ 25 60,000 100,000 '· -"" ... .. 28 100, 000 250,000 20, IUO . 30 250,000 500, 000 65, 700 32 440,000 640, 000 10,000 4.0 640,000 840,000 18,000 4. 8 840,000 1,040,000 27, 600 5. 6 1,040,000 1, 540, 000 38, 800 6. 4 1, 540,000 2,040,000 70,800 7. 2 500,000 750,000 .. 145, 700 35 750,000 1,000,000 233,200 37 1,000,000 1, 250, 000 325,"700 39 1, 250, 000 1, 500, 000 423, 200 .. 42 1,500,000 ·2,000,000 528, 200 .45 2,040,000 2, 540,000 106, 80Q 8. 0 2,540, 000 3,040,000 146, 800 8. 8 3,040,000 3,540,000 190,800 9. 6 3, 540,000 4,040,000 238,800 10. 4 4,040,000 5,040,000 290,800 11. 2 .2,000,000 2, 500,000 753, 200 49 '2, 500, 000 3,000,000 . 998, 200: 53 3,000,000 3, 500,000 1, 263, 20()-56 3,500,000 4,000,000 1, 543,200 59 4,000,000 5,000, 000 1, 838, 200 63 5,000,000 6,000,000 2,468, 200 67 5, 040,000---12.0 6,040,000 402,800 6,040,000 7,040,000 522, 800 12. 8 7,040,000 8,040,000. 650, 800 13. 6 8,040,000 9,040,000 7-86, 800 14. 4 9, 040,·000 10,040,000 930, 800 15. 2 10,040,000 ---------·------1,082,800 16. 0 6,000,000 7,000,000 3, 138, 200 70 7,000,000 8,000,000 3, 838, 200 73 r;ooo,ooo 10,000,000 4, 568,200 76 10,000,000 ----------------6,088,200 77 I -. . .· fl J . J. ' ¥' • , • • .; · · · · K '€. ./-Y'; (l~ii,. L . c::. t: Ale.·< • ES'l'ATE OF ----------C--~--! __ ;: __________________________________________________________________ _ Page 40 U.S, GOVERNM.ENT PRINTING OrrFICE <:59-16-77!,50-l J)