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Home My WebLink AboutOC1971-0739 - ESTATE OF CARTER. atnmmnuurtal:t)J nf J.euusgluauia. f lid: llas4tugtnu atnuutg. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 19th. day of J u 1 y A. D. 19 71 , before me, Russell Marino , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania, the last Will and Testament of E D I T H CART E·Rz late of Union Township, in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted ~o probate; and EDITH C. KNOEDLER and HARRY CARTER, JR., the Executor in said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said EDITH C. KNOEDLER and HARRY CARTER , JR. , committing unto them the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring t h em to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, wit}:lin ninety days from the date hereof, and to render a just and true account of said administration at the expiration of six months from the date hereof, and t~ regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at Washington, this 19th. day of . J u 1 y in the year of our Lord one thousand nine hundred and s e v e n t y -o n e • ...... .................................. · .. 0. ... 22 .. @.-... ~~.::-:;,~.~P. ............... . Register y l I 1 ... I, EDITH CARTER, of Gastonville, Washington .. County, Pennsylvania, being of sound and disposing mind and memory~ do make, publish and declare this my Last Will and Testament, hereby revoking and making void all other Wills or Testaments heretofore by me at any time made. FIRST: I order and dir·ect that my Executors hereinafter named, pay all my just debts and funeral expenses as soon after my decease as conveniently may be. . . SECOND: I give, devise and bequeath all of my property, real, personal or mixed, wheresoever the same may be situate, to my daughter, Edith C. Knoedler, of R. D. #2, canonsburg, Pennsyl- vania, and to my son, Harry Carter, Jr., of Gastonville, Washington County, Pennsylvania, share and share alike. THIRD: I do hereby nominate, constitute and appoint my daughter, Edith c. Knoedler, and my son, Harry Carter, Jr., to be the Executors of this my Last Will and Testament, to serve without bond. and seal IN WITNESS WHEREOF, I have hereunto set my hand this ~ 1""" day of Clw~4 , 195 7. ~cLtl!u f3udev (SEAL) Signed, sealed, .published and declared by the abov named EDITH CARTER to be her Last Will and Testament, in our presenc , who at her request and in her presence and in the presence of each other, we believing her to be of sound and disposing mind and memory have hereunto subscribed our names as witnesses, this 1..1~ day of~~ 1957. ·-· . . . ...... .,.,. ' ! j l l ·! l .. • I I I ' : l I J & 3-1J -7 3 1 i\ffibautt ®f fxerutnr ®r i\bmtutstratnr ~tate nf Jruunyluauia } C!tnuuty nf lhtn4iugtnu an: P 11 b f · th d · d th ·t Notary Public · d f . 'd ersona y e ore me, e un ers1gne au or1 y, a --------------------------------------------m an or sa1 County and State, appeared ;~?.9_.'!::t;._h ___ g_~----~-t!9.~_SU:.~£---~---~~f.fY ... 9.9:f.t.~_f ______ .. who, being duly sworn according to law, deposes and says that he is the executor or administrator of the es- , ~ ~ate of --~_l?.!_~ ___ g~g';l;'~g ______________________________ deceased, that the foregoing schedules constitute a ;~ ....., t:' ::o oo· ~ l t . t d . t f th 1 d 1 t t f Edith Carter rf ._omp e e mven ory an appra1semen o e rea an persona es a e o --------------------------------------------• i!-~ j':leceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite .g ~ 8 each it~m of real and pe~sonal estate _in. the foregoing schedules are determined and stated by the i!:: "-<;:! undersigned to be the fair value of smd Items as of the date of the decedent's death, based upon a ~ -~-~ just appraisement of each item made by t~~above nam2e·: . xecuto ~~dm· i trator. . m :g orn an su scrt e e ore me s ........................ . (0 . I.LJ Lu.::; Sw d b 'bdbf . thi .,_c:; " } c (!._ . iIi Jay oi;p~f) 19 ?I ··············· ·· ~~~~ Q: 8 ~ ....... J~ ... ?.~ ............................. . ~ s: ADDITIONAL INSTRUCTIONS • 1. An inventory must be filed within three 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; 1 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 ' 3Juurutnry auil .i\ppraintmtut of the goods and chattels, rights and credits which were of ..... ~.P.:;I;.~ ... Gl:\g~~~ ......................................... .late of .P:~~~-~---~<?~.~.?.~.~1?. ....................................... . Washington County, Pa., taken rznd made in conformity with the above affidavit. DOLLARS CENTS PERSONALTY NONE $ None REAL ESTATE ALL that certain lot of ground situate in Gastonville, Un!hon Township, Washington county, Pennsylvania, being the same lot of ground conveyed to Harry Carter and Edith Carter, his wife, by deed of Lydia B. Gamble, widow, dated January 2, 1923, and recorded in Deed Book Vol. 505, page 245 in the offiee of the Recorder of Deeds of Washington county, Pennsylvania. The said Harry Carter died onl $12, 900.00 August 15, 1957, and title became veste~ in Edith carter by rights of survivorship. TOTAL:----------------------$12,900.00 1 /I 1 d-..5--0--:.3 l 3-71-lJ! Inventory and Appraisement IN THE EST ATE OF · ESTATE OF EDITH CARTER·. Filed 19 .... ; ...... . .... .. . -~-- ~ -.J -......l • ;.; n, ::.0 ~G") c: c:::J 1"'-'-4., ...... ' --u; .,-, ' ... -(/) (.) : ~-~ . "' --r -! ----GY i~."1 -~ l • l~ , .. j. . __; ~· ' -~ (:_) ;:;1-~ ....... ...,.,. <- =~ C· \..._..-~ i ; -~ .. t:J -., .. C) ~-.-~ ~-.· .j 0 --: -· ' ... 1'-J .;.j r-=.:. ' v r--•I ::;::.. cn.o -·. "'"' (' ~ ... ~..333 /Yh-~_t_ r~~v ...-.-5 \ BLOOM, BLOOM• ROSENBERG & BLOOM '· ' ,. ... 0 (. c i. -l-l _) \.. ... ( \.. :.. ~ (_ STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ SS: The within named Accountant being duly sworn according to law, depose and say that the above account as stated is true and correct as ............. Th?.Y .................... verily believe. Sworn and s~bscribed be,fore me this -~~-~~---········· day of ---~"'f}JJJJ._r_y ---;l·;·<-19 ___ n ___ _ ----~;;';,~~~;;;;~--- My Commission Expires Fc:Jruary 8, 1973 Washington, V/ashington County, Penna., Washington County, ss: ... 0 ...., 1=1 = 0 <) <) < '0 c ~ r;:. p::; 0 .. r£1 O::l ~ ..:I 1-Jl E-< ~ Cl r£1 .. : o::i m. rn 0:: 0 Mi ~ r£1 ~ IL!l r---l 8 8! I i 0:: O::l r-1! ~ ~! . r---: u u Ui Jl. Mi ·::c: ::c: ~i \0: 8 8 O::l H H 0::! 0 Cl Cl ~~ z r£1 r£1 / -----~--(Z·---~-~ d!_ -=!__-------------9-----~ I do certify thcit I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court, as evidence by proofs thereof filed to No .. bJ-~7-:l~/ ................. .. Wit~. ss my hand andpfficial seal this .. ~--~--------------· I. I "1:;;._ day of.......... . ... --------------:··---(\1\i\--------------~---19 . .1.. ..... ~-11-~---------- Register of Wills ~ 0, .... 1: \'\' •\,•'• '',}• 1., ~ , I 0 .:· 1 t I')./~ rtf: -f,.i !!j II f ' 0 ....:~: cd ...., • t •t {, ~ ~ ~-~ .. -,l /•' llli J': . '•· 1 ~ ! (' \. . .' "' ""' ,-~\ f 0 = \ -1~~ . ' ... , ".~' .\. ';'S .,, 'l. Q) t<Jj 0 ,Q .... "' :·,. ..... 0 "' .... '• ..... 0 t!Ji < \ ...., ~ ... I-. P:::i ~. "C : Q) 0 Q) 6 r:Lii .... ...., : ;• l~EJ J': llli ~ !L Q) "' ~: J': Q) I-. I-. 0 (II A rn: ...., ...., ' ...., 0 < 1=1 = p::;l ni ~;;·J~~; n 1~!~~~?.ii 0 "' "C "' J': o4 cd cd ~i 1=1 I-. 0: ~llA'''l• vi ri/f. :c: l:i Q) o: ...., .. t r~ ~ ~ r ~-~ ('; '"r r . , ...., .8 "' ..:I! •-.-~l ... JJ! ).~! co -~ ...., 'bb A . .s cd !Ill 'F s Q) Q) ..:: :<; ,Q ·= oi r{i .... 0 P9 ~! 1=1 \j o: "C o: 1=1 < C> ..:I! ,.., . Ill -' c: '-.9 ~ lr) to <?:' c- lf) -\:-:' ~ a l, / / ------- .. . ----·-·--- I I The Court is respectfully requested to determine proper distribution in this estate. BLOOM, BLOOM, ROSENBERG & BLOOM By >d. e .' '1'8,./&d=z 11_1~ Counsel for Ace untant ~~ FIRST AND FINAL ACCOUNT OF EDITH C. KNOEDLER & HARRY CARTER, JR. in th~ ESTAT.E OF EDITH CARTER DECEASED. The Accountants are charged with the following: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . As per Inventory and Appraisement .•..•.......••....... $12,900.00 Rebate received from the Bell Tele·phone Company •................................... $ • 79 Pro-rated share of 1971 taxes received from Harold E. Bradburn, Purchaser of real estate ••......•.•.................• $ 38.33 ! A Total Assets of Estate •.............................•• $12,939.12 Total credits Claimed by Accountants ...•.............. 4,519.29 BALANCE FOR DISTRIBUTION .................•........•... $ 8,419.83 / The Accountants are credited with the following: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Rev. H. M. Jenkins Funeral Service $ 25.00 Register of Wills Letters & S.C. 19.50 W.L. Kennedy Funeral Home Funeral Expenses 1,365.25 St. Clair Memorial Hospital Balance 2.56 Finleyville Flower Shoppe Flowers 63.60 West Penn Power Company July Electric 8.40 s. Pgh. Water Co. July water 4.69 Bell of Pennsylvania July Statement 1.16 Washington County Reports Advertising 14.00 Home Spun News Advertising 14.40 Bell of Pennsylvania August Statement 1.16 Russell w. Joki Septic line repairs 300.00 West Penn Power Company September statement 5.27 Register of Wills Filing Inventory 4.00 Equitable Gas Company September statement 4.54 s. Pgh Water Company September statement 5.13 Quinet Monument Company Grave Marker 35.00 Recorder of Deeds 1% Transfer Stamps 12 9. 00 Merle vancerslice, Tax Collector & Malcolm L. Morgan, co. Treas. 1971 Real Estate Taxes 230.13 David J. Mathies Commission on sale 903.00 of real estate Edith c. Knoedler and Harry carter, Jr. Commission 645.00 Bloom, Bloom, Rosenberg & Bloom Fee for Preparation of Deed & Closing 75.00 Notary Fee Five Acknowledgements 2.50 Bloom, Bloom, Rosenberg & Bloom Attorneys' Fee 645.00 Register of Wills Filing Account 16.00 TOTAL ...............................................•. $ 4 I 519 • 2 9 -waShington County Reports Washington~ Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs ( 3) and ( 25). CouNTY oF WASHINGTON} SS. STATE OF PENNSYLVANIA Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the officirul legal periodical for said Washington County, published weekly hawng its place of business at Washington, Washington County, Pennsylvania, and is acting as its agent in this behalf; that the said WASHINGTON COUNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ............... J..Y.l,Y, .... 2.9 .. ,. ... ..1..9.1J. ............................................. . ............... A.u.gus.t .... s.~ .... .l2.~ ... ..1.9.Z.l.. ........................ .. that the affiant or the corporation in behalf of which he is actJing is not interested in the subject matter of said notice or advertising and that all of the Estate Notices The Register of WiHs has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. . . . . . . . . . . . . . . . . ~ _CARTER. EDITH, Dec' d. Late of Union Township, Washing- ton County, Penna, · · Executors: ·Edith C. Knoedler ~.Dei' Harry Carter, Jr. 116 Old Oak l:"to.>ad, McMurray, Penna. 15317 Attorneys: Bloom. Blo.>om, Rosenberg & Bloom. 200 Washington Trust .Buil«;J.ing; Washington, Penna. 15301 ~~eg~~~s of this affidavit abseftoor:e:~e~th:·:l~,_~: ~~=~Q~ ~ ~ Sworn to and subscribed ~' ..... ..12.tb. ... day. of ................ 1 ... ,_.Q.IJ.S.t ..... 7 19.Z .. L ...... . J~<-J~~~ JOSEPHINE T. SCIAMANNA Notary Public, Washington, Washington Co. My Commission Expires July l, 1974 .\, ' .· ti ~e ESTATE OF EDITH CARTER deceased late of UNION TOWNSHIP, WASHINGTON COUNTY, PENNSYL-VANI.A. Letters TEST AMENT ARY · upon the above estate ha~ing be.en granted to the undersigned, all persons .owmg claims against the estate are requested· to make: , known the sa~e t~ the undersi~,;d or his attorney and all persons mdebted. to the decedent are requested to 1 make payment to the under~fgned without delay. . . \1-.·., ,j. EDITH C. KNOEDLER and HA.R'RY CARTER, JR. 1 116 Old Oak Road, McMurray, Pennsylvania BLOOM, BLOOM, RO i Attorney · ~--·-.. AFFIDAVIT OF PUBLICATION Before me, a Notary Public, personally appeared !I £/<m/1/Y . .1:>. t!JE/'f/VC""Tr who being duly sworn, deposes and says that he is the authorized agent of HOME SPUN NEWS, a weekly newspaper of general circulation published at Finleyville, County of washington, Pennsylvania, and that the notice attached hereto was published in the regular issue of said paper of July 28, 1971 August 4, 1971 August 11, 1971 and further 'that the affiant is not interested in the subject matter of the said advertisement: that all of the allegations of this statement as to time,place and character of publication are true. ~!O.tarj ~~~lie}~! ~ .. ~<-*... ,... JOHN M. RICHA~OSO'N. !JOSTH:::E:'OF ~T~..-PEM:f!; COrrani S S iOn eJ.(i[tli.'llK6!1SrER.iAL 'otsT. WASH."~O. ,M, MY COMt:trssldQXB•f<.£~ 'FtRS.T 'MONJ'IA'r. IN ·if.AN, 14'.7-iJ . ~ ~ .... ~ .. -waShington County Reports Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY oF WASHINGTON} SS. STATE OF PENNSYLVANIA Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiail legal periodical for said Washington County, published weekly hav·ing its place of business at Washington, Waghington County, Pennsylvania, and is acting as its agent in this behalf; that the said WASHINGTON COUNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ............... J.I.I.l.¥ .... 2.9 .. , .... ..1..9.1..1. ............................................. . ............... A.ug.u.s..t .... 5.7 .... .1.2.., .... .1.9.1.1. .......................... . Estate Notices The Register of WWs has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • • CARTER. EDITH, Dec'd. Late of Union Township, Washing- ton County, Penna, Executors: Edith C. Knoedler and Harry Carter, Jr. 116 Old Oak Road, McMurray, Penna. 15317 Attorneys: Bloom. Bloom, Rosenberg & Bloom. 200 Washington Trust Building, Washington, Penna. 15301 that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or adver.tising and that all of the ~·=~ofilihmrm.ntMOO:~k::.'QR ~ ~ Sworn to and subscribed before e this . ~. ~~ -·--_-. ---,...._ ··-.-....__ -• J • ...... .1.2.tb .... day. 1 of ................ 1 ... .,_.Q.IJ.S.t ..... 7 19~ ~..d.J/""1./:;:::;,a;;;;;;;;;,--- JOSEPHINE T. SCIAMANNA Notary Public, Washington. Washington Co. My Commission Expires July 1, 1974 I I :.. .... .... _ ,"" ·. ' . . . ': ~-. .-.. ·J .<:' ·~:·.:'. .· ~ -:~t:..~.· ' .· . '~ .~,srA ~EW>5,:-E;I?J.Tl:J:'C-~RTgR'dece-~sed late of UNiON :.TOWNSH~P;~:· W·;A,SHINGTON COUNTY PENNSYL-VANIA/··.'-.. , · ' . '· · . . ' . . . AP;.'( AFFIDAVIT OF PUBLICATION Before me, a Notary Public, personally appeared 1/ £,1?/)J,t;/V J). ~/VIVE7Z: who being duly sworn, deposes and says that he is the authorized agent of HOME SPUN NEWS, a weekly newspaper of general circulation published at Finleyville, county of washington, Pennsylvania, and that the notice attached hereto was published in the regular issue of said paper of Ju 1 y 2 8 , . 19 71 August 4, 1971 August 11, 1971 and further 'that the affiant is not interested in the subject matter of the said advertisement; that all of the allegations of this statement as to time,place and character of publication are true. .. J ·-Testate Form } . PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of.J?.P.;J;TH ... 9.~~~-J;!R ........................... ----------····---·--No ..... ?.~-~---~-~---~~-?."J: ................................... . Fiduciary .. ~P~%tl~ .. C..~---~Q~_:Qj,.~R ... ~J1..c;1 ............ . ................ MMX .. ~!.\R1~R, ... Y:R.'! ....................... . Deceased Date of Date of Decedent's death ...... ~);!P.-.~---~-?..-'-.. J.~.?..:!-............................ Grant of Letters .... ~~!Y ... ~~-~----~-~2-~---········--·--·············· This is the .... .F.IRS.T .. AND ... Fl.NA.L ................................... account filed in this estate If. there have beer:' former accounts filed in this estate, list file number or number and term ...... ~~-~~----··----··········· Election to take Date Election Place of; _ Under or Against will. (cross out one) None Filed ... N9.n~ ...................... Record, ..... N9.n~ ............... . Name of surviving spouse ..... NQD.~------·········----·---------------···············-------~: ...... , ............................................................. . List issue, where material: None Did decedent marry after execution of will? (indicate) 'g. No. Any children born after execution of will? (indicate) ns. No. If answer yes, name them ............................................................................................................................... .. '· . ----------------------------------------------------------------·----------------------------------·--------------------------------------------------------:: ............ · ... :: .................................... . Legatees Relationship Interest 1 . Fiduciary, if deceased or not sui juris EDITH C. KNOEDLER Daughter -One-half Interest HARRY CARTER I JR. Son ·One-half Interest ,/---- List, if exceptions to aboveNONE>\deemed: Revoked: Lapsed: Abated: Give Cause: If. partial intestacy, give facts: NONE Notice to interested parties. Have all parties, having either vested or contingent interests and all trediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. :mlaC If any exception give cause: .... ~Q.D.§ ............................... . File copy of Notice . · . · · and date of mailing ..... ~-~!?-~~~EX: .. ~.-:t:.' .... ~-~-?.~ ... !?.¥. ... ~~-~~-~~---§~.nt ... tR ... :ths ... l.eqate.es ... wha ... ar.e ......... . the Ex~tors in this estate. I ..,~ · · .-.. ,.__ ·. -' ,·No , Is estate subject to the fd rng of a Federal Estate J ax Return ... , ................... , ...... , .... ~··········,-... , ............ _ ... ,_, ... :'···c··········· ., . . ' Actual payment made ~n Pennsylvania Transfer Inheritance Tax. Amount $.J}!'9.n~---············································· If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant .... ~~~-~---······ Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: None ' =·-· .. Balance for distribution per account, Itemize any additional debits not shown by account: $ ... ?..'..~~-~-:.§} ............. . Total additional debits (Add) $ ... ~9-~~---····················· Itemize any additional credits not shown by account: . ), Total additional credits (Subtract) $---~~ne ................................................. Balance for distribution $.~.!-~~-~-~.?} ............... . If balance. for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Cash -.. t • .. L-~~~~~--~ .. ~--~._~~~~~~~----------------~------·~ ---· -------~--~-.L ·•--•·•~-u-o.o-- If Family Exemption claimed by Petition, give place of Record: ...... N.Qn~---···········-------------------·--·------------·-····-----------· lfFamily Exemption is claimed at audit, give name, relationship and basis for Claim: ..... ~";·-~-'"-'''----···············-------····-··· Harry Carter, Jr., son of the decedent, Edith Carter. The decedent was survived by Harry Carter, Jr., her son, with whom a family relationship was maintained until the date of the decedent's death. List any advancement or distribution on account that has been made, and nature and amount of same: None Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections · to take in kind if balance i~ not in cosh: residuary shares being stated in proportions: ~ : Edith c. Knoedler ·one-half Estate Hairy Carter, Jr~ One-half Estate .; ·. ' COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ... ·----~-------doth depose and say that the facts set forth in the foregoing petition are true ~ to the best oL .............................. knowledge an9 belief. ~ .· ............ ~---·-···················-----------to and subscnbed before me this ... /? .. ~ay of ...... ~ ............ 19.?..~. S;gnature of Offker------~~"1.~------~- Title of Officer ........... ~------~---······ Office ex pi res ............ J-cJ.: .... r.. .... ~.'t...? .. ~---················· And your petitioner will ever pray, etc. C1..d (!, c1/ .. /~ j ................................................................ .. ............................................ .. ::~~:~~}t--<---------------------- .............................................................. , .......................................... . # ,_ .) ~ ·: "-~"'-t ::-' ;, t - No. ....... ?}~ .. .2J .. !.~1-~---······················- Estate of .... EDITH ... CARTER ........................ . Deceased Fiduciary .. ~P.!!!:L.<?..~---~~~-1?.~~~---~!:1.~ ..... ' -, HARRY,CARTER JR. ············································--'-·-··················----· PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on-pages 23-24. 1. Written praecipes of all Counsel in the 2. 3. 4. 5. 6. 7. 8. 9. 10. case. Copy of order apppinting Guardian ad litem, if pertinent. · Copy of Order appointing Trustee ad litem, if pertinent. Proof of ser~-i~e of:._above. Letters Testcfmentary or Administration C. T. A. or an attest copy of Will. Copy of inventory and appraisement. Proof of advertisement of grant of letters if not filed with account. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. Signed and itemized elections if any distribution in kind. Copy of Federal Estate Tax return if es- tate is subject thereto. ~h!Q.9_.M._, ___ ~_~Q.Q~~---RQS.:e!~-~RG ... ~--~-~9.0M Attorney <Oi>~2 . Y d ,. () J r· f C _L ~:~ ~ I H S '7' il\ ST1! M .. FI 'LlJ S l :r; ~J 0 r! i 'J ': . i T: 3 S ~~ I'P:J C' j' ! : i ' iIi (.. Ul ,; / lid'IJ' ; ! ~ v ~,;. • C.!... 9 '. i· ~ .... \._J -· ' ..... . f l- I ~tt t4r Ctrnurt nf Ctrnmmnu JUran nf llanijiugtnu Ctrnuuty ®rpijaun' Ctrnurt iinininu In the matter of the Audit of .Account in I' Estate of 'EDITH CARTER 739 of 1971 -:No·-----------~------ ;DECEASED. TO THE AUDITLNG JUDGE: Enter _ _.:::O_:'la:!.::r=--_____ appearance for EDITH c., KNOEDLER and HARRY· CARTER,:·:;JR. Executors of the Estate of Edith:ca?ter, Deceased. ROSENBERG & BLOOM B N. B.-Counsel sblall, by separwte paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. 19 72 '-- J No. 739 of 1971 In re Audit of Account in Estrute of EDITH CARTER, DECEASED. AUDIT Jraeripe fnr 1\ppearaure FOR EDITH C. KNOEDLER and HARRY CARTER, JR., Executors ~~ ~ ~~ ;_~ -n ~ 1 i (I.J ;;:..; c: ~ ~: U> ::r: ;g ;;;;:: --1 r· -~ n·;: J~~--i :T~ '--' ;~ ~ 7 .:-y ' ;:::>~ ;:,, -· rz -o,-0 ~ c.n ,_, .-· :::::;, (..oJ : l : '~~-J BLOOM·, BLOOM, ROSENBERG & BLOOM Attorney ~2 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF: No. 739 of 1971 EDITH CARTER, DECEASED. D E C R E E AND NOW, to wit~ this-.~.{/ day of -~ ••..•••.•• , 1972, upon consideration of the within Petition, there is awarded to HARRY CARTER, JR., the sum of One Thousand Five Hundred ($1,500.00) Dollars in cash on account of his family exemption as provided under the Fiduciary Acts of Assembly pertaining thereto. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS 1 COURT DIVISION IN RE: ESTATE OF: ) No. 739 of 1971 EDITH CARTER, DECEASED. PETITION FOR FAMILY EXEMPTION .. UNDER '!'HE AC'I'S. O.F 1\S.S:EIVJBLY:. PERTAINING THERETO . ' TO THE HONORABLE VINCENT P. MARINO, 'JUDGE OF THE SAID COURT: The Petition of HARRY CARTER, JR., respectfully represents: 1. That Edith Carter, the decedent, died on June 22, 1971, and was a resident of Union Township, Washington County, Pennsylvania. ,• 2. That Letters Testamentary onhher estate were granted to Edith c. Knoedler and Harry Carter, Jr., on July 19, 1971. 3. That the decedent was survived by your Petitioner, Harry Carter, Jr., her son, with whom a family relationship was maintained until the date of the decedent•s death. 4. That the only other issue left by the decedent is a daughter, Edith c. Knoedler. 5. That your Petitioner, Harry Carter, Jr., claims of the cash assets of the said estate, thessum of ONE THOUSAND FIVE HUNDRED ($1,500.00) DOLLARS as his family exemption. WHEREFORE your Petitioner respectfully prays your Honorable court to set aside and award to him without notice or appraisement the cash assets above described on account of his family exemption of One Thousand Five Hundred ($1,500.00) Dollars to which he is en;t;itled to by virtue and provisions of the Fiduciary Acts of Assembly pertaining thereto. And your Petitioner will ever pray, etc. • .~W0!.1(J. ~-A~.'. • • • • • Harry ~~~t~~~ Jr. ~-·~ • • :J COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF WASHINGTON Personally appeared before me, the undersigned authority, HARRY CARTER, JR., who, being duly sworn according to law, deposes and says that the facts set forth.:in the within Petition are true and correct to the best of his knowledge, information and belief. sworn and Subscribed to before me this 20th day of March, 1972. -~-.4~.~ .. :· Notary Public -.~. c;--;-.~~ ROfiEJilE EBELING, tMary Piibllc ~y CommiSilion Expires February 8, 197!.1 Washington, W!tShiflg'ton Colllty, PenN'. .;i~:].~: .. Harry carter, Jr. ~-~ .. .. ·r ,_ • ~ z •<( > . ...1 > Ill z z .Ill D. i 0 I-C) z :r Ill <( ~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. ORPHANS' COURT DNLSION INRE: ( i .. ) Estate of ( ) No. 739 of 1971 EDITH CARTER, ( ) Deceased. ( HEARING ON AUDIT BEFORE: The Honorable P. VINCENT MARINO, Judge of the said Court. . ..: APPEARANCES: !::! BLOOM; BLOOM, ROSENBERG.& BLOOM; Esqs;., of Washington, Pa., representing the Accountants. a: t-Ill· a ..I <( § •7 c ;:) TIME: .., TUESDAY, March 21, 1972, at 10:00 A.M., EST X .. .... C\1 ui a: Ill 1-a: -~ THE COURT: Number 739 of 1971, the estate of Edith Carter, Ill a: 1-a: ;:) 0 0 ~ 0 iL ... 0 deceased. The Executors. are Edith C. Knoedler and Harry Carter Jr. and the attorneys are Bloojn, Bloom, Rosenberg & Bloom. Mr. Pizzi? Mh. PIZZI: ·Your Honor, again there are no outstanding claims. All papers have been filed except for a Petition for Family Exempt on, which we are today filing on behalf of Harry Carter, the decedent's son with whom she resided prior to her death; THE COURT: No claims? j -------------~---------------------------- .· f . e ~_I ' ~ e . ; MR. PIZZI: No claims. THE COURT: Is there anyone else l.n Court interested. in this decedent's estate? . . . . (.NO !:iESPONSE ) ' . . THE COUBT: The audit of this account is ordered Closed by the Court. :!: z <( > .J (A UD~T CLOSED) • •g )o {II z z Ill n. i 0 , . ... Cl z x Ill <( ~ ...: u it ... {II Q .J <( 2 I hereby certify that the proceedtnqs and evidence are a .:J ., 2: .. " "' eontatned fully and accurately in th~ notes taken by me on the heartnq of a . tbe above; cause, and "that thts copy is a correct' transcript of the same~ ... 0: 0 L Ill 0: ... 0: :J 0 u .J <( u ii: II. • 0 The foreqoing record of tb.e proeeedinqs upon the bearing-of the a.bove cause-ta hereby a~prove~ and dtreeted to be filed. '.' 2 . ·. . . ·. ,. I'. ~:::r (..~) .... :;: ~::: -1 c.. ~·J -... :~:: (:;:. <:.) .... ,-.. ' . ., .l ·. "·'i ·!f .. .. ~/.:J~ ~ I .o~o.,.;.. . j " ,· " -·' • t " . ·- ~-_ '\-f J f~ 1 I I f... ., . ,"',... . J'l,.'.l .. ~! t .,f -~i ~ ,.·1 .. ,_ r i~J 1.4 ~--~~/~· .r_: .. .pO.:. f-\o~ ' .. ( < I -'Ill ( • .... ~;<It* ;. ·, ,. J' ., _,;._ ....... .._'\ ... --. .:;.. --~ .~ -· ~ ....... .!..-...--· ··~:~ "-'"" r ... .. i .. ·" ., :> . '• . . r ·~:J .. .. ' ; .t .. -"Y1 t. ,F ... , . . ' : l "t .... \. ,.;. ~ .1' .. .. i ~l'J.' -· ..... ,. I >' t .! ' ·' . . . . t .• ., ' '• . ,, .· l . •• IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. INRE: Estate of EDITH CARTER, Deceased. ORPHANS' COURT DNISION ( ) ( ) ( ) ( No. 739 of 1971 HEARING ON AUDIT BEFORE: The Honorable P. VINCENT MARINO, Judge of the said Court. APPEARANCES: BLOOM, BLOOM, ROSENBERG & BLOOM; Esqs., of Washington, Pa., representing the Accnuntants. TIME: TUESDAY, March 21, 1972, at 10:00 A. M., EST THE COURT: Number 739 of 1971, the estate of Edith Carter, deceased. The Executors are Edith C. Knoedler and Harry Carter Jr. and the attorneys are Bloo;jn, Bloom, Rosenberg & Bloom. Mr. Pizzi? Mh. PIZZI: Your Honor, again there are no outstanding clai~s. All papers have been filed except for a Petition for Family Exempt on, which we are today filing on behalf of Harry Carter, the decedent's son with whom she resided prior to her death. THE COURT: No claims? ------!1------------------ MR. PIZZI: No claims. THE COURT: Is there anyone else in Court interested in this decedent's estate? ( NO hESPONSE ) THE COUBT: The audit of this account is ordered closed by the Court. (AUDIT CLOSED) I hereby certify that the proceedings and evldenee are contained fully and accurateLy in the notes taken by me o-n the hearing of the above cause, and that this copy is a correct transcript of the same. The foreqotng record of the proeeedtn<JS upon the hearing-of the above cause is hereby approved and directed to be filed. ~~e Cou:t:t, .. \ ~~/ (} \ I !1 . \. +-. ~/ .· \oL '-_/ l J. 2 ~n t4e <trnurt nf o.tnmmnn iflrn.a nf lln.slJinghtn o.tnunty, Jrnnsylnnnin, ®rp4nn.s' <t!nurt ilitti.sinn ESTATE OF No.-~6J.:.3-=7UIIIl=-7.a...3u9 _______ _ Edith Carter In the matter of the First and Final deceased, Account of Edith c. Knoedler & Harcy Carter, Jr,, Executors ADJUDICATION AND DECREE And now ¥q J , 19----1.2., this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $ 8,419•83 and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account ________________ _ Balance----------------,------- Deduct Clerk's Costs & Receipts & costs F••1l7 Exempt:lcm At'torney __ ___,~;~Bu.~] Ow· nmUIIL...cBu.~] OwODIW~~-.aR,gOSiiJJSNll».;ha,ee~x:s~lc'-"lB.&.~loPC· Oiilllllll-------- Harry Caner, Jr•, son, Fud.l:y Exemption, per petition filed, Russell Marino, Agent, transfer inheritance tax• Interest from 3-22•72 to 5-4.;.72 . Edith c. Knoedler, daughter, 1/2 residue, Har17 Carter, Jr., son, 1/2 residue, $434.k8' 3.0$ 27~00. 1soo.oo h37 •. 2J 3227.6$ 3227.62 $ 8,419,83 $ 8,U9.S3. No balance . ~ c.• • w-b 0 ~ ""' ~ ~ ~ :J z 11'1 (g. 9 0 _.. 0 c §, or C1) :J 3 0 ..... ;:::· ""' 0 0 ""' ..... it a ., 0 a· ""' ...,. ::r CD t .. = f4 & ., ~ ~ ~ ,. r ' " ( (' • \ ~) l ·: \· c.• IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF: EDITH CARTER, No. 63-71-739 DECEASED. PAY TRANSCRIPT The undersigned do hereby acknowledge to have received of EDITH C. KNOEDLER and HARRY CARTER, JR., Executors of the Estate of Edith Carter, Deceased, payment in full in accordance with the schedule of distribution of the Court dated April 21, 1972. Russell Marino, Clerk Costs & Family Exemption $ 27.00 Russell Marino, Clerk J Harry Carter, Jr., son Family Exemption 1,500.00 Receipt attached ~/ /?__ -..Jo.f3 Lf~r c:Ho 7 ~ -:;/-<I I '1 / ~-~ /Y Russell Marino, Agent Inheritance Tax and Interest Edith c. Knoedler, daughter One-half residue Harry Carter, Jr., son One-half residue ,;:J,3.":J.-4> ~~1o 1 1~ 7------#.jl£/·~7 ·· ~C/ I ~~ 4'3.7. ·53 •....••.•..••.••..•.•..... Russell Marino, Agent 3,22ij.65 Receipt attached 3,22'7.65 Receipt attached IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF: EDITH CARTER, No. 63-71-739 DECEASED. R E C E 1. P T l./dh AND NOW, this .1 .. day of May, 1972, I acknowledge to have received of Edith C. Knoedler and Harry Carter, Jr., Executors of the Estate of Edith Carter, deceased, payment in full of the one-half residue of $3,227.65 awarded to me under the Schedule of Distribution of the court dated May 3, 1972, and release the said Harry carter from any and all liability . ...... ~.¢. .. ~ ..... . Edith c. Knoedler . ' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLV~NIA ORPHANS' COURT DIVISION IN RE: ESTATE OF: EDITH CARTER, No. 63-71-739 DECEASED. RECE_IPT AND NOW, this if:Tt! day of May, 1972, I acknowledge to have received of EDITH C. KNOEDLER and HARRY CARTER, JR., Executors of the Estate of Edith Carter, deceased, payment in full of the Family Exemption of $1,500.00 and the one-half residuE of $3,227.65 awarded to me under the Schedule of Distribution of the Court dated May 3, 1972, and release the said EDITH C. KNOEDLER from any afud all liability • . ~~.cB~~~~Y*~, Harry Carter/, Jr. ~·-- ~3-ll-73j COMMONWEALTH OF PENNSYLVANIA"' 8tECftVEo DEPARTMENT OF REVENUE ·-OUNTy ~EAu nr BUREAU OF COUNTY COLLECTIONS L0LI_f~·7 ,0 HARRisBuRG JuL 1 · -·' Ns RCC-43 ( 4-71) 17127 2 41 PH '11 NOTE: TO BE SUBMITTED IN TRIPLICATE REPORTING FINANCIAL INSTITUTION ADDRESS Union National Bank ot Pittsburgh P. O. l3ax 8:;7 Pittsburgh, Pa. ZIP CODE 152:;0 Attn: G. K. Ste1n·oaugh Assistant Vice President Pennsylvania Department of Revenue Bureau of County Collections Gable Building, 3rd, Floor 411 S. Second Street Harrisburg, Pennsylvania 17127 Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT ---------------------------------------------------#72-47992-D(Checking) i!:dith Carter or Harry Carter ( June 22, 1971 \ DECEASED JOINT DEPOSITOR, TRUSTEE Edith Carter ·v' OR INVESTOR ------------------------------------------------------ COUNTY ZIP CODE 15.3.32 ADDRESS ----rN:"":!o-=r::-r:man.==:A!""1v-re-::-n-lle-,.;-:::-----------F'iiileyvJ.lle, Pa. Harry Carter SURVIVING DEPOSITOR, BENEFI ClARY OR INVESTOR --=------------------------------------------- ADDRESS ____ N_o_rman _______ A_v_em_~_e~,~F_in_1_e~y_v_il __ 1e~,~P_a_._15~.3~.3~2 ______________________ __ RELATIONSHIP TO DECEDENT __________ S_o_n ____________________________ _ DATE DEPOSIT OR INVESTMENT March 22, 1971 WAS ESTABLISHED ------------------------------------------------- BALANCE, INCLUDING INTEREST .387.6.3 DUE, AT DATE OF DEATH $ --------------------------------,--------- .c?).~ TITLE Assistant Vice President CROSSROADS· OFFICE j ~ 7 . G 3 GJ ~ '7o ~ dJ. c2 (:, j/1, J .,., ·1 -~. RCC-134 ( 1-69) .. COMMONWEALTH OF PENNSYLVANIA i DEPARTMENT.OF R&Vf;Nt!E; · ~• BUREAU OF COUNTY COLLECTIONS . INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:HARRY CARTER NORMAN AVENUE FINLEYVILLE, PENNSYLVANIA 15332 Date: __ J....:..u..:;;.ly~6_,~1:...:9...:.7...;::1 ____ _ County _....:..li..:......A_SH:..:.I=-:ID:...:..:._;T:....:O...:.N.:__ ____ _ County File No._>..?~.::::;.?-.:-/'--i'-'1:.---+-i--- B urea u F i I e No. ----""-h...-.3_-___._Z._/_-..._Z...:;:;l-.J___,7~L- We hale recei22d notice tbqt, ~UXHIX:XKXXXXXXXXXXXXillXXXX.X.XXXXXXXXXXXXXXXXXXX on pn~.!J~-irl~,U came into ownership of certain JlrOQ.er!y through ~~~~XX ~~~J, transfer from EDITH CARTER, DECEASED · (FI~~EYVILLE) 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 • Checking Account #72-47992-0 held in in the UNION NATIONAL BANK OF PITTSBURGH, PITTSBURGH OFFICE, PITTSBURGH, PENNSYLVANIA. In the names of EDITH CARTER OR HARRY CARTER. Opened March 22, 1971. Balance as of date of death, $387.63 appraisedby the Commonwealth, as of the date of death, at$ 387.63 100 %1of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amount within t ree (3) mont of the date of death of the decedent, r on or before · Sept • 22 19 71 you ay ded discount of 5% of the amount of tax due or tax, statutory interest at t e rat tax per annum is also due s of -+----+-- l9 __ in the amount of Make checks or money orders payable to: ' ORIGINAL ASSESSMENT AMENDED ASSESSMENT 387.63 $---------------$---------------- 23.26 1.16 23.26 $ ================= (Agent for the Commonwealth) TO TAXPAYERS To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: 1?~ If A«.~ AGENT FOR THE COf~1MONWEALTH COURT HOUSE WASIIINGTOI~ POtiA. 15381 If you have already paid this tax to an executor, administrator, attorney or other personal representative of th,e decedent for forwarding to the Commonwealth, list below the date paid, name and addres~ of the person to whom you made payment, their official title and .the amount. . · ·~ ' v-• ~. ' • · .• Date Paid Name and Address of Payee Official Titie Amount Paid 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 of the property in the computation of tax due. If any such expenditures meet all of the three following tests, it is recommended that you itemize the payments below, execute the affidavit, and return this notice. The Register of Wills will examine the debts claimed and allow those which he determines to be proper. The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1-You were personally legally responsible for these debts, and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment, if required, and i ' 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 Obi i gat ion Amount Paid . . TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OE _______ _ I, hereby certify that the foregoing 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 pay out of the property herein taxed. I further certify, that to the best of my knowledge and belief, these same debts will not be claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ________________________ 19 ___ . Signature of Taxpayer REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I have allowed deductions listed above in the total amount of$--------.. Date of Approval: Register of Wills Funn ~CC-2 COMMONWEALTH OF PENNSYLVANIA DATE .J.:.~PJ:I~~.IT. ..... ~.4..J ...... J.~ .. 7..~ .. . .. DEPARTMD!T· OW~'R.EVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 77 12 7 RESIDENT INHERITANCE TAX COUNTY .. JiAS.HI.N.G:T.Q.N ................... . APPRAISEMENT FILE NO ..... ?. .. ~.:: .. ?.~.:::: .. ?.~.~ ............................. . Whereas, ................. ~l. .... ~.! ........ ~.P.JT..IJ. .... G.A.~T.~.~ .................................................... late of ....... ~.~-~!.Y.~~.~~ ........................................................ . in the County of ........................... W.AS.l.:J.J..NC:.T.O.N ................................................................... Commonwealth of Pennsylvania, having died on 22d June 71 . the ............................................................................................... day of .............................................................................. 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, FRANCES LEO an appraiser duly appointed according to law, ....................................................................................................................................... , haYing 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. Appraisement Unit Description of Asset Values Made for Inheritance Tax Purposes $ JT. CHECI(!NG ACCOUNT #72-47992-0 held in the UNION NATIONAL VANK OF PITTSBURGH PITTSBURGH OFFICE PITTSBURGH RN PENNSYLVANIA. In the names of EDITH CARTER OR HARRY CARTER Opened 3-22-71 BALANCE AS OF DATE OF DEATH 387 63 I form~;·~':fhb:: ::~hi:w~ d'~to ~~: ~:; 0~~~~~~~·~~;;~e~t~~~ Appraiser ·········································································································· ............. ··············· ···················· ........................... U!~'' ···················· ......... , Penna . WASHJNQ'rQN County ~ . ..,., "f'~'lt .;-~ l ~ ! ·.. . ·t ... ~ 9 72 APR. ?;, u,, I f1 I lf RESIDENT INHERITANCE TAX APPRAISE~NT ' ; i • • \,_; ~ Estate of r~·JIC'"' 1 • t· ,., .. 1 .. \ \) 1.,_) v \.-. : " ! • ~ '1 .r.~ t <, l ~\ \) nEGi:O::.·J·c:r, ,.,;. \'''' L'' HX·EDITH CARTER V L.-!1 ...._.,: 1 I 1-~ ......... ................................................ . ................... Deceased. \lf A' r 1 1 1 •· ! r. T ) • · ,·vnll\•,-•. lc~(:n P/<. v.,. I ..-"o. Late of FI!\TLEYVILLE Date of Death, ............. 9.:-:.Z.~.~..!J ................................. . AppraisemeHt Docket Vol., ................ 3..8 ............................. .. Page, .... 1.9.1 . .,.4. ............... ~ ... No ...... 6 .. 3 . .,7.1~.7.3.9 ... .. Filed in Register's Office, ... J..~.I.l..! ..... ~.4 ..... 19 .. 7.2.. Amount o:f tax due, $ .................................................................. .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal ft'om Appraisement, Entered and charged, ------------------------~ r.· ~ j" .· . '\ r •' • • • Form·RCC-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS J RESIDENT DECEDENT COUNTY OF ... W~$~fi:J:il'G.~Q~L .................. , ........... , ........ . IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the· Register of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of the Inheritance and Estate Tax Act of 1.961.) IJ)J\11~::~~:~;~~ OF·-······c-·o···~~-t-·y···}==:. BDZTH c. moBDZSR and HARRY CARTER Late of ................ W.:$..$.}\ingt9n. . . ........ . . . . ... ...... ....... ... . State of ................. Pennsylvania ........................................... } . . . ss: County of Waeb.i.ngtQJ\ .................................................. . . ..... E4!th .... c .•..... Kno.e.d1e.t ....• a.nd : .. sar..ry .. : ... cart.e.r .......... . ~ H 0 0 0 o000000000 0o0 00000000 Executor e of ·the estate of the above-named decedent being duly sworn, depose and say (Month) (Hayj········• 19.~!~}···H•{ ~eaving a last will, copy of which is hereto attached. } Decedent died JUl'le ..... 2.2., Name and address of attorney or} ~~~' ~~. · .~9$~~9 ... §& -~~~---. :~::r a~~t~:rrirzees::::::::n:::~;; ~: . ~0() WaG~i.l.l~~~-··. ~~~ $1<!9•., ~~~b..~l\.9~~~ Pa. 1~~9..~ .................. . mailed. Th t h Exe"'"-••""'rs . d · t .... · . f. ·1·· "th th · ff · f ·d t d th a as sue ........... ~.~-~···············:·········.··· eponen Is. am11ar WI e a atrs o sa1 es ate an e property con- n:xecutor-Administratorl ' . stituting the assets thereof and their fair market value. That at the time Of death there was no safe deposit box registered i"n decedent's' individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with rightof access by another as agent or deputy, with the exception of the following:-HOne NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSiT BOX RENTED. IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the' contents of said safe deposit box or boxes are i tern! zed under Schedules JIOne of this return, with the exception of the following, for the reasons hereinafter set forth: That Sc.hedu!e 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 o,f mortgagee, date, rat·e of interest~ and book and page of record thereof. It al~o sets forth .in th~ columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Sch'edule 8 attached hereto and made part .hereof sets forth fully 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 States 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 thereo~ or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated market value thereof; all bonds and mortga~tes held by decedent and of all claims due 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, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys payable to the estate from life insurance 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 due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. In the case of securities of clos.e br family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing .the assets and liabilities thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such 'other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate ·share received by each transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take .effect in possession or enjoyment at or after death, there is also attached to the schedule a cony of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. ' · That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will;· if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Schedule E attached hereto .and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vesti ture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and tmpaid at time of death; taxes accrued. chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ................................ . C!.~ ...................... J., .. /.;..,.,7;;,LI. ....... day of ...... /~..~ .. , ............................. 19.7.1... .. . ....................................... ~ ..... ~ ..... -... /} /1 . ........ .jkj. ..... ':Z~RnJt...L/ .. C~h.~~ .................. .. ( !::::!. aigning affidavit make aure all blank apaoea 1~:~~~~~~~5~~:~:}=~~:~~~:~-- filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed; . . . ~ .. ........ ·. "' RCC·34 (1·e4) COMMONWEAL, TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE 11A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where prop~rty heid as joint tenant or tenancy by entireties, report on Schedule "E". Property ht"ld by the de.cedent 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 Commo['lwealth of Pennsylvania should be described by lot and block number, street and street number, together wl th a general description of the property, with a reference to the record of the conveyance by which the decedent took title; if a farm state number of a· cres; also statement of mortgage encumbrances upon each parcel at death of dec;edent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. ·' ALL that ee~tain lot of grouru1 eituat.e in Gastonvi.·lla, Union Township, washington C:OUt\tY# Pennsylvania, l)aing thE) same lot ·of' qround eonveyea to Hatry carter and Bdit'b, carter, b:i.s wife, by deed of Lydia 9. &unble, wid<*', dated JaQW.!t.ry 2, 1923* and ~eeor4ed in Deed BoOk VOl. sos, P&9G 245, in the offi~e of the aecol'd.er of Deeds of wasntlngton County, Pennsylvania. The said Ha~ey eatter died on (1) ASSESSED VALUE FOR.YEAR OF DECEDENT'S DEATH August 15, 1957, and title became vest d in Bdith caz~r by :rigbts of sul!:vi.vcu:ebip. $12.900.00 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. ' (2) (3) Dt;PARTMENT VALUATION ESTIMATED CAUTION . MARKET VALUE ' (Do not write In thIs space) $12, 9oo. oo J I,;~, /1 tJ (!) • t!l a ' RC'C-35 COMMONWEALTH 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 with another 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. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal prope1·ty, such as bon!fs, treasury certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or rlividends, salaries or wages, insurance pay- able to the estate or fiduciary in satrl eapaci ty, partnership interests, interest in any undistributed estate of or income from any property hflld in trust under the will or agreement of another, even though located outside of the State, at the tLn1e of death, should be listed in this schedule. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No. List and describe fully VALUE MARKEl' VALUE (Do not write in this space) Bone lfone •', . ' \?; . •' . .. Insert this total opposite "Personal Property", Schedule "B" in X X the "As Reported" column on the last page of this return. -I '"• .-...•· ....:.. •.., RCC-36 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C" TRANS FEllS ( 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)~CM>~---- (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) ~ft0=·~--- (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 1 s health at time of making the transfer. (Note 1), (c) Cause of decedent's dee.th. (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) __ ~tM)~· ____ __ (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)~flK>~------ (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: no (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) -------- (b) The right to designate the persons who shall possess or enjoy the property transferred or inco~e therefrom? (Answer yes or 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) _0.:;;:..:0 ___ __ (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 could .revert to decedent under terms of transfer or by operation of law? (Answer yes or no) __ _,_n,.,0~---- (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- / est of the benefic~ary reserved in the decedent alone or the decedent and others? (Answer yes or no)l'lO _______ __ 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 DESCRIPTION Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) None DEPT. VALUATION (Dept. Only) X X \ RCC-38 COMMONWEALTH OF PENNSYLVANIA THANSFER INHERITANCE TAX RF.SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRFCTIONS: This schedule must disclose all property, real and personal, owned by the decedent ·jointly with 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 under 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 l Unit percentage Estate Address and Relationship of Co-Owners, and Place Value Share Valuation of Record of Instrument, where Real Estate. ' DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest . Checld.nt Account NO. 72~7992•0 held ln the UNION 11\TIOBAL IASR. OP Plft'SBVRGH, PLttlebutgh O.ffloe, Plttabut'p,.$)ennsylvanla; hela in the munes .9f ln>ITI! CARTER or ~Y CARTBR. Opened March aa, lt?l, &alanoe at date of 4eath 1387.63 lfJtJ631 I -----------------------------------------------L----~----------~~------~-..~--------4----------~ # JrfJ763 Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. I I I ! ( h RCC-37 (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other wise, in estate) 1~JiUfo'h ~ -....... it 'lA~ 4~u.. 0~ .oatt.Jl0•(1••4f . . ··-sr ..................... ua~wo•• A,...,..,,.,.._ .'If¥ .... '!' ... ' ' ) ... SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH -A.,~ ... '"'it ,.. ...... ' 11..""11 ft ft # I!U!tfo~ foA .. ... -.., --I . .. ll ... ~ Va~ -· ft-~ ---.'b. .... ,"' -· _ .......... ....... -....... ~-._ ....... ,. ... ·----_____ ....,. ( Deponent further says that all the above-named beneficiaries are living at this time except below: ~ NAME DATE OF DEATH RESIDENCE Will Administration t No. Year IN THE ~lA TIER OF THE APPRAISEMENT OF THE ESTATE OF .. EP.lfif ... c.Aa.~ ...... . Deceased Late of . fJnion. 'l'Ow.nship ........................ . County of wasb.ington. . ........ ................. . ... . Commonwealth of Pennsylvania REPORT AND APPRAISAL 'Vd '·o::: fiJ l_'),'lfHSt'/,i S77t:,~ d! ''-1!.2/J](J · rJ i: 1 • I . : ~·s n tJ C:r-j • ,.i.! 'liJ i1 1 ::JD IL6 .. , .... ~ L1 • •• i ._ i I ... i BLOOM. BLOOM. ROSENBERG & BLOOM ·,;.-,-:.~":~-·-.- (Executor-Administrator must complete "As Reported" column #1.) 0 ~.'"0 ~ "1 "1 (t) (t) 0 II:> "1 E.. ::s "' "' 0 "' "' >+> ::s '"0 ~ (t) E.. "1 "1 0 II:> "' :>< '"0'0 II:>· "1 (t) C"' 0 "1 CD' '0 ~ ~ (t) "1 ..... en· '< ..... II:> ..... (t) en c: ::: :::: > ..,......:.... .-.... .-... ~ w en en ~ (') (') ?'" ?'".?'" n ~ > :: : ~ -- ~ ~ -0 ~ ~ ~ ..,.., 2: .... t-.): ~ 'N........_ ... : 0 0 .. ~ IJ) " :s \D~ 0 lJ) ;(& Octl...;.... 0 0-o-• :e 0 ..._ 0 ()"'~ . . (ij Q Oc.. ~ ~ ~ -0 ~ """ ~ ........ > :r. u II ~~II ::I r. c.. ~ II ~ ., ) " ' .. t~ ' . f ·-.~· . ·.: .', \ RCC-81 (6-71) In Re: Dear COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT ( Executorf!r IN YOUR REPLY PLEAS'E REFER TO Inheritance Tax Oivisi.on Estate of __ ED_·_:_.t'll_i_: C_'.~_Pm-'-··._l ___________ _ County - F i I e No. ,...--..~~~;;L\'•=.7u.l;;.::•::,1743~9----- C:·rldl?al You are hereby notified that the------.:ll,~};;Tltr.:~lftt-., .. 'CA..,. rt1Rrii\B.,.. )lu~--------- appraisement in the estate of ____ ~--------'t!iif1~J.!-'~~""-HU~:U!'tlft.· ~'!F~Otftl----- has been filed in the office of the Register of Wills of ___ :___ ________ _ County on IOViJ'.fJE.a 191 · , 19-11--, Said appraisement reflects the following valuations: ., Rea I Estate ____ ·_U_· ·-=-·,;_900_· _._QO_:_··· ____ _ Personal Property __________ _ T rcinsfers ______ --,i'rt';l<it-->ii!------ J ointly Owned ---~._..,:W....,7,..-,;tJ"""··~· ___ _ T ota I ______ 13_·_:_~_2'"'_"a1_._U,_·· '--'-----,--- As to such tax that is paid within three months fro~ 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 an appraisement may appeal therefrom as provided by law. Note: This is not a bi II. J RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of CARTER,. EDITH DATE OF DEATH 6/22/71 FILE NO. 63-71-739 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER WASHING 'ION I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _____________ _ 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: ~-"N,...Ou.VE""'MBL:I..L,.U.;E....,.R_l,..97-J,~]'"'1-97..,_l,__ __ A~~~ ~.Uc/ INHERITANCE TAX APP~/ REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for WASHINOOON County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or VALUE A annuities . . . . . . . . . . . . . . . . . . . $-------4--- ESTATE TAX ASSESSMENTS $ _________ -L..__ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% Tax on$----------+--~o· Taxon$----------+--~ Tax on$ 10% Tax on$ 15% $ _______ 4--- $ ________ ~--- $------------~---- $ ___ ~------~----$ ____________ -4---- VALUE AS REAPPRAISED $ ____________ ~--- ~~ptioos * Total Estate _______ -!--- TOTAL TAX $------------~---- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $========+== BALANCE $---------+--- Less 5% of tax if paid within 3 months after death $=====::=::== Add interest at rate of 6% from -----to ------ AMOUNT OF ESTATE TAX ASSESSED $----------+--- Estate tax paid $ _____ ____. ___ BALANCE DUE $ _________ .....J. __ __ Add interest at rate of 6% from ------~10------$------+---- TOTAL TAX BALANCE $ -------+--- PAID $ ------------~---- 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 short explanation. Will Administration ( No. IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF EDI'IH CARTER Deceased Late of UNION .. TOWNSHIP. . . County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL " .... " I ( .. ~ . . - I I ' . COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT NOVEMBER 19, 191JL I DATE ..................................................................................................... . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. l} 1 2 7 COUNTY.!/.~.~.~-~~~~ .............................................. ...! FILE NO ........ 63.~71~.73.9 ............................................... . Whereas, ................................. ~.P.J.!ff ... G.ARm.R ......................................... : ................................ late of ........ ..lJ.N.lO.N .... 1'.QWN~.tl.:;I;J' ................................................... . in the County of ............... W.~.e~.~~Q.~9.N ...................................................................................... Commonwealth of Pennsylvania, having died on the .................. : .... ?.?P.4. .......................................................... day of ....... ~/ ........................................................ 19.71 .... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Frances Leo 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 fdllowing appraisement: In the event that any future interest in this estate is transferred in possessimi 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 of Asset Values Made for Inheritance Tax Purpous ~AL ESTATE' $ See copy attached to appraisement 12,900. 00 JOINTLY-oWNED See Schedule ''E:" of appraisement 387. 63 'llotal 13,,28' .6) . 4 1.' I I ""' I l ' 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 ......... :L.?:t;~ .............. day of ...... !!9l1!'!!!cl?·~9·:~··~ ...•.............. 19 ..... 71 ... ..................... j.j/.. ............................. :J-~t,·~ .. ~ ,!:2; . . I'~' ~""' ........................... ~ .... ~ .... y,......... ~ ............................................... ~ ......................... ........................ ·.Q~~~~~J. ........................ , Penna. u I I I I I I I I I I .. ~;;-... "' i ~ WASHINGTON County • ,! _I ~ r}f~ .-;, ~"~ rt:!~ I ~ f") f ~ -<7·-r~~c--:: !' • .'-\.! ,_, ·.- ~ . ~ . ~ , ' •. t ~..,; . , I~ i...l : :: C : S Tf:. R C =-\, f L L S V .. L .. SHI·f\~~.-i.OU COOk Pl\. 1RESIDENT INHERITANCE TAX APPRAISEMENT Estate of EDITH CARTER Deceased. Late of UNION TOWNSHIP Date of Death, .... ~~ ..... ?.?..· .... ~.J9V: .................................. . Appraise1ne11t Docket Vol .38-., ······················································ Page, .. ~?~~ ........................... No .... ~?..:?.~=?.?..?. Filed in Register's Office, ......................................... 19 ........... . Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, ·r l ; J " ~ . ... .. ' .... ----.... ~ 3~ 7J-73 1 Form RC C-10 ~ ~ O<Omi"S ALCO"-d'i!/~, .. ~ OFFICE OF TME STATEMENT OF DEBTS THE SUM OF ............ $. ..••. . ......... v REGISTER OF WILLS I WASHINGTON AND DEDUCTIONS '"'Q~~~;. ' OF COUNTY AND AGENT OF TME COMMONWEALTH ~·(£) ?)o to 6 -l(-737 Register of Wii'1J:tt e l.Jfil:.l. I EDITH CARTER Union Township , ESTATE OF LATE OF DATE OF FILING APPRAISEMENT DAT!i OF DEATH June 22, 1971 DATE NO. OF I NAM~OF Pt:!_,EE a/") .::h~ IJRE"'tf}KS ~ AMOUNT VOUCH"JII ~~~('·'-J I (-v....-v JLt...L (1 vn· ($'"CKJ Cl() 6/25 71 Rev. • • Jenkins Funeral sefvice 25 .00 7/8/ 1 Register of Wills Letters a.nd Short Certifica fte 19 .50 7/10 71 Walter L. Kennedy Funeral J orne Funeral Expenses 1.365 .25 7/13 71 St. Clair Memorial Hospita Last illness 2.56 Finlevville Flower Shoooe Flowers 63 6D I 7/20 71 West Penn Power company July Electric Statement 8.40 I 7/20 lt71 s. Pqh. Water Company July water Statement 4.69 7/20 71 Bell of Pennsylvania July Telephone Statement 1.16 7/23 '71 Washinaton county Reports Advertisinq 14 .00 8/18 71. Home Spun News Advertising 14 .4e 8/23 71 Bell of Penns_yl vania Auqust Telephone Statement 1.16 9/3/ 1 Russell w. Joki Septic Repairs 300 .00 9/20 '71 West Penn Power company September Electric Statemer:t 5.27 10/1 ./71 Reqister of Wills Filing Inventory 4.00 J. .J''l 10/1 /71 Eauitable Gas Com~any September Gas Statement .,. 11.....-:1 F L. 10/2 ~/71 s. Pah. Water Company September water Statement -~ r>M v L0/_2 ~/71 Quinet Monument Company Grave Marker 35 .00 11/1 v71 Recorder of Deeds 1% Transfer Stamps 129 .00 11/1 l/71 n~ll~1Va£derslice, Tax col ector 1971 Real 2.1f~:t~-· co m Morgan. co. Tree: s. Estate Taxes 11/2 v71 David J. Mathies Commission on Sale of Real 903 00 E_dlth c. Knoed.Joer and .c,::; I,..CI,I,..I:;: Harry carter, Jr. Executors' Commission 645 .00 -Bloom, Bloom, Rosenberg Fee for J?reparatlon of Deed & Bloom and Closlna transaction 7r: 00 I Notary Fee Five Acknowledqements ~.50 I Bloom, Bloom, Rosenberg & Attorneys' 64'i R1oom Fee .00 Reqister of Wills Filing Account 16 .00 TOT~L~ .• tJ ••••••• ;r-•• ·.t:r ••• $ """f"t.JJ... .JI • ~-=r l.A-.A~.A./1~ A..<I'!?.A..;;. 1-JJ,U . ..rj1~-~( ~1,. COMMONWEALTH OF PENNSYLVANIA }ss: ., 1 -''f 7 , COUNTY OF WASHINGTON r; W,e, Edith c. Knoedler and Harry carter, Jr. HEREBY .CERTIFY, THAT. TO THE BEaT OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSI!:l!l OF ADMINISTRATION SUBMITTED TO THE ESTATE OF ERI~H C8RTER ~ e:E~ONS FOR INMERITANCE TAX PURPOSES. lJ~ £C ~ (L.5.) SWORN AND SUBSCRIBED BEFORE ME THIS 18th DAY Of' ~y~ .. -B._ RO' .,.E £PEL:::;;, r:c._;y Publ;c II L.•~ u My Com:nission E.xpiiCS Fc:ruary 8, 1973 w~shington, Vlashir.gton County, Perona, ('(' 1: r I. I. ,...- ' ('(' , I rr ('(' ('(' ) I . -. ~l .. t£ :-: f"'(' r ('(' ., f "(1 n rr r'(' ... ~--~-- :~ '" \ \ f: ;j .I j ::_; ·' ' t '! ·' '' ' ') . j ', ' .t L< '·'· .-· '. .. -,. ....... -~. (\ .... 7 \ r. ··r ·- I :I ' ., '' .. ('") · ... (' _. ('- ... " ...... ., .... 1, r \• . ., ' n.-· r '.-· ' '' ,-' ' 'l l_j 1 . ~I ;; J I, 'I .; 'I '. ",/' ~ .. . ·'· ~ _:_ ·i ' l ' . I_ '' r..: .; . ( l: ' ·,' ., -·.(.I 1 r·r•n' '.' .. :. ~J-1 ---.j :::~ -~,<::T l~ -··· ,7) ,, ~:)(·:;~~ ;-.M_:i r· j' I ( T n· •.· . '· ,• .~("'"" f ' -'·i _-I .~; ' d ) \;(_ ('(' •' .. r !" ~ ' . .. J . ,. n '• ~ .(' 'C'\· r.r- i ' I .. ~' -. .;.1 . j-·::::~ '-~ ;_I r . ,. .~ ... -.. ~ "'(< *l l ) -._; "' """"'""' ........... -,., I~-.''"~"""-i ,....., 0::'1 -:·---~-( ' , .I t:::] ~n ·:r ,..,_, (' ) ~..rt f r (' r r-r (\ i ., J . ---............ -·---··--,--....--------·-· ......,.._......-~·--· ---~------------"'-"!'~II ~';!' z::;;!fi*4" *'"*\'!")Jill!!..., F' 7LM! W , A·t---ip @ §l$\1 ... .zj§'i M #1--e ....,. 'II!Z.il:'"-~1) COMMONWEALTH OF PENNSYLVANIA ' ~ fA.. ' · DEPARTMENT OF REVENUE ECEIPT • PENNSYLVANIA INHERITANCE AND ESTATE TAX RECEIV..EO TWENTY THREE and 26/100---... ------... ----------.. ----------.... --... -----~ollars IIA representing Pennsylvania Inheritance or From: HARRY CARTER•PAYlNC ON IND. LIAB. Estate Tax due from the following estate: Address NO&:IAN AVENUE FINLEYVILLE .. PENNSYLVANIA 15 63-?1~739 6-22-11 File No. Date of Death ____ ---l Date of Payment t1~U"G'7 t(H' 19?2 I Name of Decedent EDITH CARTER County WASHINGTON Remarks: J~~ .J: ~ ?-~. -:. -' uOO~[pQ;~@&urn ~ E A L ~ NOTE: This .Triplicate Receipt t'? be retained for audit)8APi91 ... 4 2% Tax on $ .p ~ 6% Tax on $ 387.63 $ 23.,26 15% Tax on · $ $ ________ _ % Tax on $ $ ________ _ Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __ %from--------- to ___________ _ TOTAL AMOUNT PAID Received $ ______ _ $ 23.26 $ ______ _ $ _______ _ 23.26 NOTE: In accepting the transfer inheritance tax' an future estates, prior to the death of tenant or tenant for years, as evidenced by. this 'receipt, it is understood that the Commonwealth not be precluded ar prevented !ram hereafter assessing additional inheritance tax at the death of t~e ', x ,, r. . Q,t G,..n;::;,;;t?' , ..,...-l::fi v v ¥ 4,.1 life tenant or tenant for years whenever it appears that such additional tax may be legally due and ·-·· J<O "Ov · .'?" .,.. -_. ""' collectible for anv reason whatsoever. ------~ ---~----·~-....__.,-. ---.a.-.~M----__ . .._._ ... ------~--~ --------·~ '--·-'-------~--------·-