HomeMy WebLinkAboutOC1971-0789 - ESTATE OF ELLERTON·,
COMMONWEALTH OF PENNSYLVANIA RECEIVED
DEPARTMENT OF REVENUE BUREAU OF
HARRISBURG COUNTY COLLECTIONS
'"RC C-43 (4-69)
j
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:.y
~tNMfNgrA~~~~~I~~~ION Fourth AVSlnqe Office.-Fourth Avenue Offi~~
ADDRESS Fourth Avenue &Wood Street,Pittsburgh,Pa.15222 \{~~
ACCOUNT NO.OF JOINT,\~'"\
TRUST OR INVESTMENT DEPOSIT 25-0653271 ~~
NAMES ON ACCOUNT
OR INVESTMENT Thomas Ellerton Or ~~
l.frs.Betty Jane Gill '\~
DECEASED JOINT DEPOSITOR·Thomas Ellerton
TRUSTEEORINVESTOR Ylt~/~I/~¢~~ttAr/~p~~J/~~~ttitJ/pa;.ll$tt7
ADDRESSANDCOUNTY 724 E.McMurra)T Road,Mcr.4urray,Pil~15317
DATE OF DEATl!1a~Yl:---:=1:.:::3~,_1=.:9::..:7~1:..--_
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR 1,trs.Bet'l'~y ~Jane Gil.l
ADDRESS 7_24_E_._~_lc_M_u_r_ra.-;Y;:-.._R_o_a_d...;.,_M_cM_u_r_r_a-=y..:.,_P_a 1_5_6_1_7 _
TITLESignature
F _M'.Deal
Fourth Avenue Office
RELATIONSH IP TO DECEDENT_....;D=a~u::;:g:l:::;h:..:::t:::::e:.::.r _
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED 2/:....1~/_6_8__r__-----_-_
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $__5_,:....2_0_5_._6_4 _
~~~
RCC-134 (1-691',",".COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITA~:')AXDIVISION
?'
TO:!mc:DET'i'Y JArs:.au¢'
73/;,:E.YsMtnUUl WJAD)
..........
OFFICIAL NOTlc;E OF INHERITANCE TAX
APPRArSEM'ENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
Date:------.l~~:.a~'Q~2e~;~1~9'+7~1 _
Co un ty _-lIWlleW::"~ll;u.;.ung.g±1..t(;.u)M::1--_
County File No._
Bureau File No._
We have received notice that.:.\l1Sva....lU1l>1lf....f•.tJ,.o··cJ.m·..."vV'."~"V.:AJ~'V"M1..I\.M...~uw.~~tel~\.II 1'......11,#,toonlS'ay 13,19!f+-'you came into owners ip 0 certain property t roug :'~8uM~w
~.1i~I~~B51J}~~i~xj.J!.lQ:Transfer from,'l'HCMAS ELLERTONJ Deceased.W
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The property on which tax is hereby assessed consists of:tIt .M~l.:l ila.nk Ae410unt #25-0653271 held ~~
~lie)FOUR'l'H AVERt'S Ol'FICB,fOURTH .'VENtS &-..,00£Sim'!',PIT'1'St3uttCH,PENNSYLVJiNlih Is 'tae ~..
ot,'WCio!AS ELLER'fON OR Ufl:s.BS9:9:'Y dANE GILL.OpenedFebrlJal"f 1j 1968.Balanee &$of date et,
-~h,$5,205i64
appraised by the Commonwealth,as of the date of death,at $5.205.61.
50 %of this amount is taxable at the rate of e·%
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
D If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before l,uHilst 13,19.'11 you may deduct a
discount of 5 0 of the amount of tax due,or
o This tax became delinquent,fifteen (15)months
after the date of death and,in addition to the
.tax,statutory interest at the rate of 6%of the
tax per annum is also due as of*~--
19~_in the amount of
*If the tax is not paid by the 'above date additional
interest is due at the rate of 6%per annum until
paid
TOTAL AMOUNT DUE $
$2,602 •82
---~$1------
----------
156.17
$--------
...-----------
$-==============
I.
APPRAISED BY::~WV7'V-?C-/~~~;/2!-i../,1,S ASSESSED BY:_
(Inheritance Tax A/praiser)(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
To insure proper credit to your account
this Official Notice must accompany
your payment.Mail or bring it to:
~um-!II M~
.....hiE ",OfVlMONWEALTHt'\v.i;;.111 I v·i
COURT HOUSE
YJASHlNGTON,PENNA.15301
If yp~thall.e 'already paid this tax to an executor,admiriis'trotor,attorney or other personal represent9bive qf the
decedent for forwarding to the Commonwealth,list below the date pai,d,name and ad'CIress of the person to whom
you made payment,their official title and the amount.i .•\,
Date Paid Name and Address of Payee Official Title Amound~,id
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 d~bts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 -You were personally legally responsible for these debts,and
2-You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3-These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if reqlJ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY Of _
SS:
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 payout of the property herein taxed.I further certify,that to the
best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__.
REPORT OF REGISTER OF WILLS
Si gnature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
have allowed deductions listed above in the total amount of $--------0
Date of Approval:.......,._...,.....,_
Register of Wi lis
RCC-43 (4-69)
COMMONW~ALTH,OF PENNSYLVAt-Uk EIVE0
DEPARTMENT OF REVENUE BUREAU OF
HARRISBURG COUNTY COLLECTIONS
MAl Z5'36 PH '1 ,
May 20,1971
<.J
Pittsburgh,Pa o 15222
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTINGFINANCIALINSTITUTION Pittsburgh National Bank -Fourth Avenue Of ice
ADDRESS Fourth Avenue &Wood Street,
ACCOUNT NO.OF JOINT,25-0653298
TRUST OR INVESTMENT DEPOSI~homas Ell exton Or
NAMES ON ACCOUNT Mrs.Barbara Lou ClinganORINVESTMENT _
DECEASED JOINT DEPOSITOR,TRUSTEE OR INVESTOR __T_h_o_m_a_s_E_'_ll_e_r_t_o_n _
ADDRESS "r 4ANDCOUNTY__2__E_o_M_.•cM_,_..u_r_r_a_Y_R_o_ad_,_!._1Ci_"4_u_r_r_aY;;,;..-.I_I_::>a_o_l_5_3_1_7__
DATE OF DEATH l-1a.y 13,1971
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Mrs..Barbara Lou eLingan
ADDRESS 7_2_4_E_o_M_cM_1.1_r_ra_y_R_o_a_d_,_M_d_'1u_r_r_a_y_,_p_a_o_1_5_3_1_7 _
RELATIONSHIP TO DECEDENfJ_a_ug.::..h_t_e_r _
DATE DEPOSIT OR INVESTMENT 1f..t..J~"t bWASESTABLISHEDp.1:'''~/L Fe ruary 1,1968
BALANCE,INCLUDING INTEREST
$5,205.63DUE,AT DATE OF DEATH
Signature
F o Mo Deal
Fourth Avenue Office
TITLE
RCC-134"(1-69)".,"COMMONWEAL TH OF PENNSYLVANIA
DWRTMENT OF REVENUE
.,BlrREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
.,
OFFICIAL NOTICF.OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSE'TS NOt SUBJECT 'TO ADMINISTRATION
TO:*:AS •Bft:wAIt.\LOij...GL;tNQAN .
72l.1':.HoMUEWAY tiOAD,
Dote:---JJ~o!at'\t:a'---:22£8,,=,+\4!.(n~1:-------
County _-Pil.u.o.l;i.slu;n,u·tl~L~ttA;1()Wn~_
County File No._
Bureau File No._
We have received notice that,XCTDJ'.'»lYJrx«fll.1]g{Jhl[WmtV.:XXllXXXX,,\XXXX.nU1J1XXyn;oC'{1(l/YxxnXX'l(n~V\'x'Y,
on ...Hay ~3).....19...g.+.,you come into ownership of certain property throughxit~~
X~ll$,fotmel\lv'\nw-n.e,d,.bv;,tR~>s~etlt1;T'"a.nsf"'r from ·T!1'O·MrAS t:'LLERrrO~T Dace'sed.t\fi"J"I\.l:~.t\I\.l-v\./)..ti"'i\iuu.....u..u.!:i..t).·S.",~...d•.tUhi;\..I.'-Ii .I - _it1.~I.lot,Q.•
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:.Hcld },;f~'(!tCCQWlt 925...0653998 he]din
,
thQ,PITTSSURQW·"JAT"O~1Al.2ANK"fOnnn[·A'JEL1Q;QEFICE,PI1'1'SBlm.GH,PENrJSIIJUH,fU I In the ~ames or;
THOW$ELLER'roN OR IjRS.B.lI.&MJtALOU CLINGAN i Open6Q F~~1,1968.Dalanee 806 of date et,
deatb,$5,20h63
appraised by the Commonwealth;as of the date of death;at $5,,20).63
50 %of this amount is taxable at the rate of.6.%
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
D If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before A,,'Bt 13,.19 71 you may deduct a
discount of %of the amount of tax due,or
o This tax become delinquent,fifteen (15)months
after the date of death and,in addition to the
tax,statutory interest at the rate of 6%of the
tax per annum is also due as of *_
19_._in the amount of
*If the tox is not paid by the above date additional
interest is due at the rate of 6%per anlium until
paid
TOTAL AMOUNT DUE $
156.17
_~_..1.131 _
-_._-------
156.17
$--------
-----------
$=============
./
APPRAISED BY::za,~vz~.e-e4~,I-i:_'J:-V$!8v71J ASSESSED BY:_
(Inheritance"'TdX ~praiser)(Agent for the Commonwea Ith)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
~~£)~'7
7l"::-::--:--"':'"
/_C
To insure proper cred it to your account
this Official Notice must accompany
your payment.Mail or bring it to:
1?~/IAl{~
AGEfYT rOt!THE-
COUnT ~~MNJONWf:Al fH
WASHINGTON PE USE
,NNA.15301
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
dec$clent for forwarding to the Commonwealth,list below the date paid,name and address of the perto~to~whom
you made payment,their official title and the amount.........
Date Paid Name and Address of Payee Official Title Amount Paid
SS:
Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
by you may qualify as deductions against the gross value 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
3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY 01':_
I,hereby certify that the foregoing'is a just and true statement of
funeral expenses and other debts of the decedent,,for wh ichl
was legally responsible and which I did payout of the property herein taxed.I further certify,that to the
best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__.
REPORT OF REGISTER OF WILLS
Signature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
have allowed deductions listed above in the total amount of $..
Date of Approval:.
Register of Wills
Flfi'l¥os ~:"""W'";:.....,...,- M -IS ~J"_-JP.?Q7!I WI!!F _P'tIi!M~Form No RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WI'l:H GROSS ,ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961,J
,:'EF~ECT,~VEI1ANUA~R~1,196~.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)&.3""'"7J'--:7/7.'*)_,;":OFFICE OF THE REGISTER OF WILLS '.'
.,Cou~ty of ....\I!?-.S.1;l~~~~~~....:.....
Betty J.Gill and'Barbara L.Clingan '724 E.McMurray Rd."ilY1iClMro:rcrja1jG"Pa •..""(N~;)"£hd '187'1\:1tU'nt>n~~1'Drt~dd;e.:ai·;·l\ilic:'M:,uJ.~ja'l;Y;·;·Fa:.
being duly ~_~9E_~according to law,deposes and says that~__t_he_Y_--a..:re---the---~gat-e~-:;3-------(Exec"Adm.,Legatee:ltc,)
. .Thomas E11erton ......724 E.McMUI'ray Rd..of the estate of •.--------..whose last residence was ---------------------------------------------------------------(No.)(Street)
___~~~~F__~Y...?~~_!deceased,and that the wh~le of the estate of said decedent,who died ~_~~~~~~_~!1
(CilY.Borough or Township)(Date)
consisted of:
'.REAL PROPERTY
vi'REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES A~m RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
None
.,~..~~
,
"..~
\
Personal Property.., .~~
""",,.1966 Volkswagen ;.:p 0'0.00
>
!
.--",'.
.,I r--<:.".
--
NOTE:You may expedite the processing of this return by filing with it,and as a part of the return,
letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the
decedent as of the date of death.Such letters must be signed by a responsible officer of the financiaj
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent'I
account at the date of death and the type of account,account number and the exact name or names ~
which the account is,registered.~
••,.J>
r.'
Jointly Held Property .
Ate #25-0653298 .Pittsburgh National Bank Savings held in the names\rl<hiZ '"
tenants-5~-of Thoma~Ellerton or Mrs.Barbara L.Clingan,joint 2,602.82
First·Federal Savings and Loan Assn.Savings A/C #09-01-03127 held
in the names of Thomas Ellerton or Betty Jane Gill or Bar.bara rl(ht
Lou Clingan,joint tenants -33-1/3%'>3,129.97
Pittsburgh National Bank Savings A/C #25-0653271,held in the names /;"d
i 'ts1'iJ-tr)..
of Thomas Ellerton or Betty Jane Gill,joint tenants -50%/2,602.82,.::::,
&;J~d~:r
Transfers within TWO YEARS Prior to Death
None
,,
.
That at the time of death there was no safe deposit box registered iii 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'~HICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT-
-
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
Barbara L.Clingan daughter yes Adult Legatee
Betty Jane Gill daughter yes Adult Legatee
-
'.
\-----------
I~'ACC'T
WITH"
./.JK /V~S-.$7/T!;iOMASj ELLERTON ....,,..1 VV/
OR
MRS.BETTY JANE GILL,'.'No...189044
d a.u ght er
2 FEB -1 ·68
3 JUL -8-68
4 )UL -8-68
5
7
OCT -9-688,9'}JJt1~-f69
13
14
15
16
19 liAY-7-71.
20 :1AY-7-71
21 :~AY-7-71
22 JUN29-71
23 )llN3n.71
DEPOSITS BALANC~·TRANS.
PITISBURGH NATIONAL BANI-<
/'/'
TRANS.BALANCEDEPOSITS
*tr3:471.z~
THpJ01AS "ELLERTON erj~{I~S3;;9~.OR
MRS.BARBARA LOU 'CLINGAN ,No.~-5
dau hter
IN ACC'T
WITH'
2 FFB -1 -68
7
6 AUG-2-68
,'..'·'1
c~m-1 1263 Llt~i'CS,~~23.26 **3,4911.50 ~~
***300.00 **3,79 lI.50 ...~,
~.M '"gi~>~£e~~t<1.16.16.Hr3,81tO.66 ~;;
DC-r i 'I£G0 I!j(i;,,.;'..72.81 .**3813.47 "".~.
***100.00 '**4,013.47 ;..I~,
J\f'i(.,11%CJ !aterest,*79.93 **~~J093.1.10'"~
JUN ':J 0 19G9 Interest *40.93'*1.'LI,13I.j,33 ...~**·"'5Z~.31 '**4,65R64"'~
JUL-S-68
JUL-8-68
9
5
3
OCT -9-688OCT-9-68
AUG14-69
IOIlUG 14-69
II 'i\UG14-G9
4
12
13
14
23
"
\~_.,
\'"."
I,1,.-
.'--
DATE MEMO
1 (\J~lAR-8~
2 ....APR-5~MR29~~3 ....APR-5~
4
5 (\JAPR -:7;::
6 r"'!!·iIIY 2C~
7 nl~AY26~
8
9
"1 0 '..
10 ",.
11
12
13
14
15
16
17
18
19
20
21
22
23
24
••-¥-•-~""'"
09..()1-0312,7
DIVIDEND WITHDRAWAL'PAYMENTS BALANCE
~ktc163!~***9,025~~>0
(//(J)
c\**ll1~l 'iHoA911362 "'~i·~*163!S *-:''*91299~q >~
"(//u:
'***90~~***91389~~>0
(//(J)
C1J~·lj 6Q1,95 -:'-~)~4;[)94 ~~>cw····).I 1.__lJJ."g:h'rlIJ6911~~.f;;'k-k.;.;.f..}::l..0C .>rr:
0)i-
.':
.-+
ALWAYS BRING OR MAIL THIS BOOK WITH EACH TRANSACTION
PLEASE NOTIFY THE ASSOCIATION OF ANY CHANGE OF ADDRESS
ENTRIES IN THIS BOOK NOT VALID UNLESS PRINTED WITH NCR
\"-.MACHINE PRINTED FIGURES
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Deposits received on or before the 10th
of any month earn dividends from the first
of that month.Dividends are payable twice
each year,on June 30th and Dec.31st.
This book must accompany all payments
and withdrawals.Please keep smooth and
clean;if lost,notify the Assbeiationim-
mediately;
Questions,regarding any transacti-on in-
this passbook should be referred to the As-
.sociation immediately.
SAVE BY MAIL
'FoI your convenience you may save by
mail with free postage paid envelopeswhich
First.Federal supplies on request.Your':
nearest mailbox becomes a First Feder~l
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RCC-81 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
J
TH(jHf~j ;>LLFETONInRe:Estate of
_'_t'lA_,S__F_II_.~_JG_T_O_N County _File No._6....::.C3_.......::.7J_....._-'"'-=--,$_9,,--'_
You are hereby riotified thp.,t the-::---;;-;;;...-------,o.-r...,.1,..:8'-in_._81_"_
appraisement in the estate of l_'h_.01_':_ltl_S_,_J:'.t_ll_',_cr_t_Ol'l_._
has been fi led in the officp of the Regl§ter of Wi lis of__\=,Ii.=\s,...l....d""n....,f....'t.!.-"'OI""n>--_
County on October 20,,19__"1.,Said appraisement reflects the following
valuations:
ReaI Estate n...,.OllI~·.-:;;e'>""7'W"r------__
Personal Property__6_00_._00_._
Transfers -.......""..~-ror---------
Jointly Owned _.8""'......,3...,.3..,....5_.6-,--1_._
Totol 8.....,9",,-"),,-,';,-,'.:....;6=10--~_
As to such tax that is paid within three months from date of death,a five (5%)
percent discount is allowable.As to any tax that remains unpaid after nine (9)months
(fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive;
and twelve months when death occurred prior to December 22,1965)from date of death,
interest at the rate of six (6%)percent per annum is charged,
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as provided by law.
Date __O_et_·_o_b_G_r_2_.6_,_17/_"_1 _Signed
DP:l"g OF DEATH:i.fay 13,1971
Note:This is not a bill.
Title _F_r_anc__8_S_L_so_,_A_p_p_.r_a!_s_6_r_l_l _
;'"
RCC-43 (5-65)
COMMONWEALTH OF PENNSYL"-(M)A8Z~CfIVfD
DEPARTMENT OF REVENUE lir."C%Alj OF'
HARRISBURG ('[LferlOOff9lis:1 41 PI{'1/
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
CORRECTED STATEMENT
Jane Gi 11 or ~nrbnra l.ou Cl fngan
t.."',~[\-~\.','.l ~
'-,,..\,\.-.~...,.;/'1-,;/
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTINGFINANCIALINSTITUTION First Federal ~~vioJs wod l.oan A:i$od ...tion of Pittsburgh
ADDRESS __5_2,_9_l_i h_r_il_r'1~R_o_a_,_Bf'_t_h_c_J_P_w_rl_<'_._P_u_'_1_5_10_2 _
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT__O_9_-0_'_-0_3_'2_7 _
NAMES ON ACCOUNTORINVESTMENT'fhamas £11 croton or Betty
DECEASED JOINT DEPOSITOR,TRUSTEE OR INVESTOR __T_h_or.'l_,l1_s_E_1_'_c_rt_o_n _
ADDRESS 72_l+_Ea_s_t_"u_r_r_u_y_R_O_ild_,_M_cf_1u_r_ra_'I_,_Pil _
DATE OF DEATH May 13,1971
SURVIVING DEPOSITOR,BENEFICIARY OR INVESTOR Betty Jane Gi 11 or narbara Lou Cl i £lilO
724 £ast ficl1urray fbad,'1c~'urrCl.,re_ADDRESS ___...---
DaughtersRELATIONSHIPTODECEDENT _
DATE DEPOSIT OR INVESTMENT June 24,1968WASESTABLISHED _
BALANCE,INCLUDING INTERESTDUE,AT DATE OF DEATH $S_9,_J_S9 9_0--;r _
.;~(~b~,.,CX::td k~)\-~Slg~~TITLE
~'1 6 -I Dorothy K.arodish,Head Teller(6}kc~,';«-JX\3f9.9d~.r3,fJ.9.f~~LI ,-\b1 t jll)9,9~-=-flfl71'
(11 '~.'
,....,.,.._'----------------------------~---------~"._,~-,,-------~.~'-,.-
."4t .~RESIDENT DECEDENTI.DEBTS AND DEDUCTIONS CLAIMED
NO"TE'List first five items in the spaces so provided observe notations thereon and instructions,,
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
KEGISTER ONLY
Funeral expenses paid $1,563 40 $,~-{PJ J.j..O
Family exemption (will not be allowed unless 1,500 00 I,.rt/t:J CJO
decedent died residing with a spouse or children.)
Administration Expenses *100 00 /'/J 0 00
ICounselfees*
Fiduciary commission *
I
OTHER DEBTS AND CLAIMS
(*)See Note below
st.Clair Hospital Hospital bill 70 00 7c oj)
I
.
Total 3,233 40 .1,2--JJ ~
(Street Number)
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,c~~ission or debt is greater
or less than the estimated amount claimed and allowed.-dd.~~
SUbSCl'l~edand sworn to before me this.'"S?!.~"~..f,.t;t.~" .'".
~~)Legatees
724 E.McMurray Rd •....day of ..,19.71
.....~.5i..
',::;..~~~~~.~y._?..~~.·~?.~~7 ../)-?;/A/~72Z..(City or Town and State)
=;;:a:=y ,wom "co,-dong to law,I do h••~.ab"••pp,,,,,m,,'"mad.In "n(m-mlty with law on thl,
...................2.VJ.;r;h day of l/J ,19.7.((/)
........~..~~~.
/ApprRiser
In the event that any future interest in this estate is transfelTed 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 'inheri-
tance taxes at the lawful collatej'al rate on any such future interest.
REPORT OF prE)IJEGIS~ER OF.WILLS
I,the undersigned duly elected Register of Wills in and for.\...U:~.".."...County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by depone xcept as to thos items where a greater or lesser amount
is set forth in the last column to the right in said schedule above,which greater or ..se.r..al.o.u.nt ~~p~.s.n.ts.
L
.th,.e s.;m.1a.J1.1.0tw..ea.d,.a._.s.a"..d.L",,-~.e.du.c.t.io.n .
Dated:.O.GT.~~.1~71.~~.~~~~.L.M~.~IN9...........~~,-'r~\.~~
Register of Wills
;,
Form No.RCC-62 (7-69)
WillAdministration }No Ye~r .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Thomas Ellerton...e._..
Deceased
724 McMurray Rd.
Late of ..~.c.~~F<:tY.,..~B:~...~?~~7....
County of ...W~~l].1ngton............................................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
'\1~"on Nnl~Nll-tc::V~
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i IJSSIlH
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so il Hd ut 'lfW IL
~I ,.:l I ,I'I<~........,......j .i ....~,t
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..
RCI!~39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
(Initial)
Estate of__E_I_J_E_R_TO_N_,_T,,"~O_MA_I_":DATE OF DEATH 51!J.3171
(Last Name)(First Name)
FILE NO.63-71-789
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of W_AS_'_HI_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:OCTOBER 26,1971
INHERITAN
REPORT OF THE REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--
5,702.2JL----=--~
VALUE AS REPORTED
$----=~A--b..--.00
5,702.21
OCT 26 1971 RUSSEl[MARrrm
CLEAR VALUE OF ESTATE
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
Dated:
I,the undersigned duly elected Register of Wills in and for \llashington County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by depo 0 those items where a greater or
lesser amount is set forth in the last column to the right in Schedule"',which greater or esser amount represents the sum
allowed as a deduction.
Valuation of life estates or
FOR USE OF REGISTER ONLY"
Tax on $------*""""'1't~.....,.,r__2%~,·(u.G .,.G.L ~Tax on $-----------4--6%0
Tax on $-----------4--
Tn~$lK
Tax on $15%
Exemptions *
Total Estate--------4---
TOTAL TAX
COMPUTATION,OF TAX
$-----..............-4......,-$....:::.·.u~.,..~;"O~~'i:...'~_
$--------1--
$---,..----+--
$--------1--
$--------'---
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
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.
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $---..J
AMOUNT OF ESTATE TAX ASSESSED $--------ll-
Estate tax paid $---Il-
BALANCE DUE $---Jl-
Add interest at rate of 6%from t=
------\to-----$---------l'
TOTAL TAX BALANCE $-----~
PAID $-1
::::::::::::t===
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
....-;;-========================
Will {Administration ~No.Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
THOlwfAS>ELLERTON
Deceased
Late of
County of
.Mc1'1tlI@\:Y....
.WJ:\$INQTON ..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,.
;.
j.
Fonn RCC-2 ...~COMMONWEALTH OF PENNSYLVANIA DATE ...............~:?~.?~.~~.....?§.~......~.?.7.~...,.'..............
BEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON#COUNTYBUREAUOFCOUNTYCOLLECTIONS .................................................................................................
17127 APPRAISEMENT -FILE NO.............?~.:?~:??.?...............................................HARRISBURG.PENNA.
Whereas,THOHAS;ELLERTONi late of McMURRAY.....................................................................................................................................................................................................................................................................
\
in the County of .......................w.N?.H.+.NG.!'.QN................................................................................Commonwealth of Pennsylvania,having died on
the .................+.?.~~.................................................................day of ......~~..............................................................197~.....,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 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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
REAL ESTATE $
NONE
PERSONAL
See copy attached to appraisal 600.Po
.Y URT.n ~..qqs f..11.11 11\1'
'jY'l'l'T.lI 8,,935.p~
!
I
I,.
-
II
-
I
form~v~hbl:~::rh~sworn~~~~l~~:~:;:re~~~~?!:~~":::;;~E~
AppraIser
..............................................................................................................,.....................................................
(Number and Street)
...................................:.....................................................................,...........................,....,Penna.
(Post OIBee)
WASHINGTON County
"
l'
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
THOMAS ELLERTON
Deceased,
Late of
McMURRAY.;.
Date of Death,"""~;y"}}1.",~9.7:l::,,,,,,,,"""''''''''''''''''''
Appraisemei!t Docket Vol."'''''''~~
Page,/f'.."~=,t""",,~o.,,?;;7.;;;~;':,::':::,:,,'
Filed in Register's 0 !fice,,,,,,,,,,,,,,,,..,,,,,,,,,,.,,.lY".".".
Amount of tax due,?J.""""""""."""""""."".""""""".""""""""
DEPARTMENT OF REVENUE
Received,
Examined and Appro,?,ed,"""""""""""."."".""""""."'...",,
Wrote abo.llt Appra.isement,
Appeal t,.om Appraisement,'"''''''''''"".".""""."""""",,,,,.
Entered and charged,,,....,,,,,,,,,,,,.,,,,,,.....,,,,,,,,....,,.,,..,,,,,,,,,,.
('
I
..
•,
/.'
~-----_.--_.----._.-----'-_._-~--~~~~---~-~--~-~
~RC=C'4:JI(8'6m8)CZIll:'i!l'm:s::ll:nm:::I::a\'IlIJJOl:t:BIIC[]lOIlLMi:I!M!!!!lltODJNi'JW!:::lEEA!J[LTBlHElilIC!O::mFi1j]p·ENc:rN:mDiiSV·L::tva:EANmII!!IAmmD:lim:mio.::::mE*It:E:C~01'.E])~:::liI!li'Jlil1J
DEPARTMENT OF REVENUENo.8 11790 OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX
RECEIVED:::-c-:-....,----,__--,-dollars
BETTY J.GILL {;BARBARA L.CLINGAN _Int':presenting Pennsylvania Inheritance or
Estate Tax due from the following estate:
From:--::-=:---:---:----------------,--------------------------1511724E.):icMURRAY ROAD
1531
2%Tax on $$I~IAddress_--:---:----l
~tcMURRAYJ PENNSYLVANIA 5,702.21 342.13
63..71-789 5-13-71
6%Tax on $$---------u
$
$
342.13
Pre".$Pd.J~6!§'.Bal.Due 5.29
$
I,
$
5.29
%Tax on $_
Estate Tax,Act of
May 7,1927
15%Tax on $$---------01
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 _
SEA L TOTAL AMOUKfT"PAID $'========Ig
(.,(
NOTE:This Triplicate Receipt to be retained lor audit purposes..\','./.,J II -'/~1 /,'.-_,'&t JlJj;.:./.....1<..-I r;<..J"~,,,.l)."-"V
Received by .-~"'.....'~jNOTE:In accepting the transfer inheritance tax on future estates,prior to the deoth of the life '.-I--(Signat;))~
tenant or tenant for years,os evidenced by this receipt,it is understood thot the Commonwealth shall..).~,"')~....JJ~-t ~<'...",••'JLV
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the .-\....•.\/)
life tenant or tenant for years whenever it appears that such additional tax may be legally due and'----'-'---',------i-07-.(:::"Ti-,tl-,e),...----------1U
collectible for any reason whatsoever.1
I !I,
FiIe No.-=,...-Date of Death----:--:----:------i
November 8 t 1971
Date of Payment __=-=:-=-=-:-..,.--=::-..,---:-__--------1THOMASELLERTON
Re}UIts:
County ---{
•Name of Decedent _."..",."""="--.,,,..,.--,.--,---1WASHINGTON
I--
!
,.