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Home My WebLink AboutOC1971-0827 - ESTATE OF DUFFEY"DEPARTMltNT OF REVENUE "BUREAU OFCOUNTY COLLECTIONS HARRISBURG,PENNA.J7J2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .AVgv.,§t l3.1-l97l .. Washington, COUNTY , FILE NO ~?:?.~:.~.?..... GHARLES DUGGEY BURGETTSTOWNWhereas,late of . in the County of w.~.~~~¥.Q~9.~Commonwealth of Pennsylvania,having died on the $.~.~qn.d.day of ~~~_19..7.~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~~.~~~.~~~,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. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles JtO'Bank account #63-11059,held in the Mellong National B'ank $•10.103J.·.;~ &Trust Company,Burgettstown Office,Burgettstown,Pennsylvania In the names of Charles Duffey or Anna DO'nair.Opened,12-1-38 Balance as of date of death.$10.103.35 I ·.I--'" • ·I I·,. !~~ .(J,,. i"<.~ ,.. Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this 13..~b.day of ~~:.~~.~.~~~9..::::::..::::..::..'i;,.~..:..A.g ::..::::~~?=: Appraiser W.h ·gt (Number and Street)as m an.........................................................................................................................................., (Post Ofllee) Penna. ,' , '..~vASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ." CHARLES rD~ Deceased. Late of• ...................BllRGE.TT.ST.QWN .. '-., r..: f""\.l ~; .<' ;.- '/. ""I '- Date of Death, Appraisemeilt Docket Vol.,.. Page,..No.§?~.7.~~??.7 ..~ Filed in Register's 0 ffice,.A.:~.~:t.-?."19...7.+.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,. Wrote abo.ut A ppra.isCment, Appeal f1"om Appraisement,. Entered and charged,.. ".::.., - ,- C" " ",.':" "'" ..,.. ESTATE OF .......................................G.h~.r..l~.~tl.!!p.:tJ.f..f..l?.Y.::DECEASED ~,h.a.rlesT,.DuffeyTheundersigned::.~.::.::··:..:.~.~:~.~:.:and heirs of JI..h.!g~.l~.~H.~P..Y,..f.f.~.Y._.late of....J2.'!J.:r.g~.t..t.I?.t.Q.wn .. deceased,hereby renounces ~.~.~......right to administer on ..9..~.~~J.~..~..)r~..p.~.tt~.Y.:estate and respectfully asks that Letters of Administration .be issued to ~~.~.~~..~.~.~~. .! Signed in ,the presence of: '. ••••••0 o:~J:•••.•••.••• ..~:j1'".. ,:~ .....................................................................................~~!.J:;l .d....· · · ···· · · ·..· ·..·i::·~r ·.. ..· ·..···..· · ··f\·..·,,·..;;j .. ~2 Ii .'i~ ,~::::::~::::~:::~:tN- ff' ~'... \ .. , .... "vd "0 8 ~W.L ')N\HSr~\ ~nllM jO?J31S\::l3U OHHf¥~T13SSIl'H E~h Ud 2\~n~\L, '03'1\:3 ::0 ITt Z C Zo-» -I-oz n''',1 FORM.67 \REG.WILLS REV.i-50 I 1\~ltliratinn fnr ·1Jj~tt~rn itf 1\bminintratinn nn t4~ Estate of g.E:~.!.:.~.~.~?.~p.~~.~.~.!.. late of...!?:v.:t.g.~.Y..~..~.~.2~~.1.X~.!,Deceased.i: i .Before the Register of Wills of Washington County .Anna Clair .personally appeared . who,being duly sworn deposes and says that 9..~.~~.~.~.~~..~.P..~.~t~1... age 6.?,having..hJ.§last family or principal residence at...1.4.~J~~.~.~.~.~.~. •'.(Str.eet and Number).' ~~.!.:~~.~..~.~.~.2.~~..~.....~~.:..~~.~.~.~.~9..~.~....~.?.:.~.~......~.~.;Washington County,Pennsylvania,died intestate I (City.Borough,Township), at..~~.~.~.~~.~.~9..~.!..~9..~.P..~.~..~.~,'on the..f..~~day of ~~~!:.~:. A.D.,19.7.1 ,at J.:..9..Q :~.~..M.,'possessed of personal estate to the estimated value $Y.:~.~E.Q.~g ~and of real estate i~the Commonwealth of Pennsylvania to the estimated value of $p.S!..D.~:.:.l l ,situ.ate..in :~:;.. ......·;··..,..·..• ·..T;..:..;·:. The names and addresses of the decedent's surviving spouse (if any)and other heirs (including heir's,.bY adoPti~n)::·are as follows.;. ';.~-;~..::::.....:..,: , ...,REJ,ATIONsmp RESIDENCE Ann~'C:lali.'r'.~aughter 14 Elm St.J Burgettstown,Pa. ::::g~~:~i;:~:::::~:~·::::p.~:£:i;,:i.::::::::::·:::::::::::::::::::~::::::::~.;..~;::;.::~:A;:i:~~:~~:~:~:;,::::·:~;.:~::::::::::::::::::::::::::::::::::::;:::::'::::::::: ······..········_····f;!···,······~··..················. .................:~:~..•.•;:::. ........................................................~:. ...........,~.:. ........................................................................................................................................... ........................................................................................................ That de~onent is over 21 years of age,resides at..........~.4.....~.!~....~.~..!..".....~~~,g~.~.~.~.~g~~.?.....~.~! ".................................~,'"!. is a citizen of.the United States and a resident of Pennsylvania,and respectfully applies for Letters ~f Administratio~upon the Estate of said decedent,no letters having been previously issued thereon. Sworn and subscribed before me this...J.?y..h.~......... ~f..~.~g~Zjjj",A.D.,19 7.1 .. ·..KUi.M...f7.L~.. ....,,REGISTER ..~~. COMMONWE,"ALTH OF PENNSYLVANIA"} WASHI;NGTON COUNTY,SS: .An'd now ~~.g~.~.~..J.?,·19.7..!,comes ~~!].~~.~.~.~.~.•who being duly sworn doth depose and say that.~.~~will well and truly administer the goods and chattels,right&and credits of.g.!?:.~.!.:.~.~.~~.~P.~.£.£.~J ,deceased,L .to the best of...lh.~.r.....skill and judgment.in striot compliance with the laws of this Commonwealth,mind- ,ful of ,the laws relating to inheritance taxes. ,.."'."I Sworn and subscribed before me this.....~.?.~~;.~. day of...~.~.gP..~.~,A.D.,197..~.. --=r7 ;j'}7J -am /i ;::j :.. :~1Jilt2.Q,J6JL_./.1..u..1..!...l./.:;:::.v..~. .;REGISTER ~~. ....:... ir" \ II.//;fit.t:1 -7/-?~7 .APPLICATION FOR Letters of Ad,ministration .. t:::. .- ESTATE OF I • ~................,~..................................De~ased n 0-0 .. R ·l.~. Lettet;.sL ·······T ·.. . \ P $..:::ias ...:....\._...$."[•.:.•...........=. ,os ..u.6\dL.I2.::tJ . Renhndations \...':'$_. \...............................................................~.. "";..............s::.:=~:7)~12..·· ·.. Total ::.:::-:r:?.r-'......Lt=:..~. (f)CJ ~~c:=.'\. u..>. tJ"1 tJ"1.,- -0:"c;t-.., :J: -" '--. L L...- :.: '- L '- a .w~1 ~I,....., :::en u-, z --4 rr'i.....,r.,r'-~;:Jr ~~3:=•"t.....a <~::::..,C):::~ ;':z: -U'O»(J) '- ". L '- .'::- -,, ••••••u ••u . Attorney • ~2 '"\\ J' ------------------,----------------------"....l}-~.,·~ ~.~Sfo . 'I,'" ~~~ 1Kunm 1\11'!I~u iy ID4~1i~'r~1i~ut1i Estate of .~?a.-T.~.~.~....II.~....~l1:~.r..~.y.............................} No.....~.t'.~......af III '2...., late of ..::s.ll.:rg,E3.ttf\.t.Q.Vi.n.:,Deceased KNOW ALL MEN BY THESE PRESENTS, Anna Cla~r as Principal and United States Fidelity and GuarantyThatwe,,. Co.Baltimore Md.Surety...........................................J.,. all of Washington County,Pennsylvania,are held and firmly bound unto the Commonwealth of Pennsyl- vania,for the use of those interested in the estate,in the sum of y~:v:~~.u..~.~!..~~Dollars,to be paid to the said Commonwealth,to which payment,well and truly to be made,we do bind ourselves, jointly and severally,for and in the whole,our heirs,executors,administrators,successors and assigns,and each and every of them,firmly by these presents.Sealed with our seals and dated the ::I..?~.l1 day of ................~·.~.~.~.~.~A.D.,one thousand mne hundred and ..Se.v.enty.One . THE CONDITION OF THIS OBLIGATION IS,That if the above bounden . ..Annl;l,Cl~.lr .rix AdministratOl[............................................................................or any of them,shall well and truly administer the estate according to law,this obligation shall be void as to those who shall so administer the estate;but otherwise,it shall remain in force. Sealed and delivered in the presence of: ~/?..__-.:_..__..._._.._-----.._.__._._.--~... Un~···~·arid··~I.i~rb.nty Bal.tlmo.r.~.,M9:.~~ll.:r.~.~?~L) l}y,~~c~S~, ........................................................................(SEAL) ~tnttmrllt of @/urrty I...------~-----..--- -------,..____ __,surety in the sum of $_...__...on the administration bond in the estate of ..--..---.-...---------..---.--..._......... ...__.....__.....say that I reside at-. _--"-h..:..-.----..-.------....--.Washington County.Pennsylvania;that I am the ow~er of real estate.the title to which is in my own name and duly recorded.situated in __. Washington County,Pennsylvania.worth above all encumbrances $__ __.._..__..;and that I am worth the amount expressed in said bond,over and above my just debts and liabilities. ._.._----------------------._----------------------------------_.--------------------------- .._--------------------------.--._---------._---..-..---_.__...._---_.__._----------- Co. Street ilnltmtllt of ~urtlt! P.O. I,..--..--------..-.-..--..----..-....surety in the sum of $_..___on the administration bond in the estate of ---..-------..---___,.........say that I reside at ......--.----------..-..------------..,Washington County.Pennsylvania;that I am the owner of real estate.the title to which is in my own name and duly recorded,situated in , Washington County,Pennsylvania,worth above all encumbrances $__:and that I am worth the amount expressed in said bond.over and above my just debts and liabilities. ......................................................................................................................... ._-_._----._---------_._--.._---._---------------_._------------- COMMONWEALTH OF PENNSYLVANIA,} SS:WASHINGTON COUNTY, Street P.O. And now........................................19.............comes ,_. who being duly sw~rn,says that he is acquainted with the financial standing of the securities to the within bond;that the said obligors have each executed the said bond and th3t the sureties thereto are the owners of real estate in their own right of value more than the penal sum of said bond over and above all incumbrances and exemptions. Sworn and subscribed before me this __ day of :___A.D.19 _...-.._-...._-----------._----.----._------._-_._---.__.----.._....._-----.-..--.-._--...._---_.._---. LA.) t..,...,u.., "-. L '"-""-, '- 6~-7/-·g~7 No 9.0.Q . i\~tJtiui!itrutinu 1Bnu~ IN THE ESTATE.OF ........Q.h~~~.~~~.~P.~.f~.~.~. And.now A.Ug.lllLt...~2..,19 7..l.. Bond approved and Letters .issued to .~-T; .........Anna.i!P.~a~F······"'=""·"'='~'······'·"'·' en {,'"')c:=.r""'--.=r:.-(JJ =.__(f)...~.,c:-J ....who w:a:s~..d:u~q.u.al.i.r~x:~g,.G')rn -.-..,~l .........6'';;-0 Rus:S:e~hMarinC),,,....··.·····..0 ..···'··.·..·.····..··..:···.o :~:;;......L Register ~r=---o,z»(f)C) Bond Book 64-..............Page ..221.!l BADZIK PRINTING ~9 DONORA I l I ,1 ~~ } -., :~ ~ l- " , ~ ) ., ., .I ':1.',.... I --. " # ... j ~'i ~. -----:-n-----------,.------~--------.'-S!;.0" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HA-RRISBURG RCC-43 15-65) NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Iur1e j,1911 TITLE Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report:' NAME OF REPORTING ---• FINANCIAL INSTITUTION 1Iell0ll JlatloMl tank 8:'rnst OompaDl ADDRESS Ma.ln "McClure S'8.,Burgettstown.P8,1'021 ACCOUNT NO.OF JOINT,-- TRUST OR INVESTMENT DEPOSIT----:'r::;..-...,;;;;U=O~S~9:-_ NAMES ON ACCOUNT OR INVESTMENT0har188 Duff.,.or Ah~a D.Clair DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR __Qla....;:--I'~1e,;;...;G~Dut...;.:.:;.;;t;.,.;;!l;.&......-_ ADDRESS 14 Ella stNe'i BulWet'8tovn;Pa.15021 DATE OF DEATH JUDe a,1m SURVIVING DEPOSITOR, -BENEFICIARY OR INVESTOR Anna D.Clall'---~-~----------- ADDRESS 14 E1a 8,"9'.Bvgettatovn,'Pa.19021 RELATIONSHIP TO DECEDENT DausbteJ.------=------------DATE DEPOSIT OR INVESTMENT 1-'1 ••WAS EST ABLISHED -:-4_-_._~~_ BALANCE,INCLUDING INTEREST$10 -1 f!1 DUE AT DATE OF DEATH $•03.3..,.,-------,.-----~--------- ~,.-7 'i I~Jdl·3 ~-:~;):.~/.~~ ¥-'$ t 10 1:orJ,~5 :.~3.d~:I,V57d13";>,I ().:/5',/(.~ ,....... Date:__J_u_n_e_1_0.....;,:...-1_9_7_1 _ County ,_v,;;,;,a.:;.sh;;:,J.=:;·n::;;glOZ.t.::,.o::..:n::..:....-_ County File No._ l OFFICIAL NOTlC'E OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRA TION BURGETTSTOWN,PENNSYLVANIA TO:ANNA D.CLAIR 14 ELM STREET ......~ RCC-Ii}(1-69), COMMONWEAL TH OF PENNSYLVANIA "DEPARTMFIIT OF REVENUE •BUREAU OF ClJ'UNTY COLLECTIONS "'INHERITANCE TAX DIVISION liiiiiiiii,r-iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;!;;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiil.-iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii-if...,'1 Bureau File No._ We have received notice that,~U~~XXXXXXXXXXXXXXXXXXXXXXXXXXx.xxXXXXXX on June 2 .1971,you came into ownership of certain proper!}'through ~~JQi1M1X~II~~X transfer from,CHARLES DUFFEY,"aeceased: 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.Bakk account #63-11059,held in the.MELLON NATIONAL BANK f1 TRUST COl-WANt,BURGETTSTOWN OFF'ICE,BURGETTSTOwN, PENNSYLVANIA.In the names of CHARLES DUFFEY or ANNA D.CLAIR.Opened, 12-1-38.Balance as of date of death,$10,103.35. appraised by the Commonwealth,as of the date of death,at $10,103.35 50 %of thi s amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAXABLE'AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE $_....=;5...1-1 0.=.:5~1:.:.•..:.:68=--_ 303.10 AMENDED ASSESSMENT $s:OS-/',</ 1.'r 6 ;.00 o If you pay the above amount within three (3)months of the date of death of the dec~dent,or on or before Sept.2 19 71.you may deduct a discount of 5%of the amount of tax due,or 15.16 o This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annul11 is also due as of * _ 19__in the amount of ---ze.:--'--- (Agent for the Commonwealth) 303.10$ ASSESSED BY:_ *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 APPRAISED BY~./Z---(Inh~ritance Tax Appraiser) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: p~'f /'l/.y'/ <J-/.2-7 j.F/~//.60() To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: 1<LWf£/1 NJ..~ AGENT fOR lHE COMMONWEALTH COURT HOUSE.~\. PENNA .~.15301 WASH\NGTON".•~.•. If you have already paid this tax to an executor,administrator,attorney or ot~er personal representatjye o\tli;' decedent for forwarding to the Commonwealth,list belo.~(the'date paid,n~JI1Je and addr.ess of the'person to whom :_.,you made paymen.t,their official title and the amount."..' .:.:.," \" Date Paid Name and Address of Payee 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 compu.tati.()nof ta~,9ue.If any such expenditures meet all of the three following tests,it is ~ecommen~ed,that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine 'the'debts claimed.and alio~ those which he determines to be proper.The tax will then be recomputed and yo'~wi!'1 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 admini~tration of the general estate of the decedent or any other transferee..' SCHEDULE OF DEBTS , Date Paid Name of Payee Description of Obligation Amount Paid :', .., ,TOTAL $ (attach separate sheet if requ I red) SS: COMMONWEALTH OF PENNSYLVANIA) 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 payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these some 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 $11 •I , J Dote of Approval:_-----=-----::-=...,..,....------......."-Register of Wills .~...•I::",') ., ....... .,~.'1 ~~-",,'2Il'.\~~.,~..~~'~.,.. ,'.~r".~.·:it.p.:.'·~E':;~':ill":.,.c:~;:.:o~!~~~~!:t:i1:.~~-i;_'.,,<i;:i':.".•.if;~'~;,'.~':"l,;?tr:=,,~"~~:~r-':'''7",.,-''Y .~:"t:_~.'"·.,r:;:i,~~:;t!",·:r£::J .;C;,,,..~;~;."""""~_.....,,,....._.i-,l.,..,._.~.........._~~.._~~"'"".......&...-~"'-..~-t..j,.b.t ~~~~~-.~tJ....:-';.....'-'.,'~~',''..S·',,·l ".....~.~~~i;1f~i~~;~~~.~Ireody ~id this tax to an executor:odministr~tor,attor~ey or other perso~1'rep;~seri~1~~~f~the .':l •",:f6:~,~t,~or forwordln~to t~e.Co~monwealth,list below the date p,~,d,nQ~e and addres~of;!~,~1.Oh~~~.o;m·'~/',·~,'\:'~~y6U.maete'payment,their officIal title and the amount..'1."~''(k~"r~1.~:.t·.1..;}!~~...-;I-~.',•'•',:'.',-.r-",'\':"~,':\P .•.•.,.~l'~'l'l!-,.l,}t,~..;'.....f...','•."~I.•..··~~Jtt·-'":l;'~':~~~~~~Qptl,,~9id Name and Address of Payee Official Title '..,:,Amount,laid'a~~;"....~''''~ ,,,1.Ji...t··,ri '~'i~,~ii t..).-.•iI.•.'V!"~~~'';',.,,t",,.J''''::~.:Af .~......., •..;;-#...,-,_.._~.-,........,. h"-~.~~~,~••~•...,~;.-,._"~,"..~~..."••,.'.'•.'.n-II',\',,.'~.~', '.•~(~~;,-~.ri.in ci,cums'Qnc.s,ii,.ft.,,h.dQ'e QI d.Q.h QI ,he dec.den.,YQU pe;sQnQlly ;~id·i;n.;~'I";~;~'-·, k~tt"·r:l"Ot.other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended '.~~~~I~{,~>~~,rl!!,!,~y ~ualify as deductions against the ~ross valu~~f the property in the com~uta!-iQn 9f1ta'!l;.d,ut!,:I.f:,etdY ','.~;.;;"'·:r~.~h:"x.pend,tu~es~eet all of the t~ree f?"owlng tests.'It IS rec.omme,?de;~tho!you.It~nllze.th~.I?~y~I)~!_ti!J~Y#/.f {(l-t'~>.:execute t,he affIdavIt,?nd return this notice,The ~eglster of Wills w!1I examine th~,~ebt~~IQI!'tled\4~..:~lJ.!W...'r,~t;;,..",;,those which he determInes to be proper.The tax will th~n be recomputed and you wall receive an amended ," !.~~...~_~!essmen~of tax,. . ....."'...~\'rl l~h!,t '~ffi!';::THE THREE TESTS WHICH MUST BE MET ARE,THAT:"T.I .',,:u';.,,,'\t'~ ~iii\Y~.w.;e:PersQnQlly l.gQlly resPQn~'ible IQr 'he;e deb's,Qnd.''.,.''.'~~~;t>L ~\~~~2.You'actually paid these debts out of the account or property described above and can furnish proof :.....~- :tlft:4.~:~",of such payment,if required,and .' .~"-tt'-,".-...s..'.""'Ia '..• ,,~.~+ .~,':"~3 -These same debts are not also claimed,for tax purposes,by an executor,'adininistrator or oth'e.. 1,"personal representative of the decedent handling the administration of the gener~1 estq~e of .the ;,,;,." .decedent or any other transferee.,·1 "•.•• )'..t ~;,.':·'Ie......"'.~.•,,~!. f '.,.......,SCHFri/l ~OF DEBTS :'.'..tt"-,•1~~':,';:'".Do~·"';t;"·.~P=-a-i~d~~-':"":N-a-m-e-o-:f-::P~a-~ee-----:-"~:1.lJ:::!:D~es...!cD.r.J:lift!!.jt-io.!:!n.!:o~f~O~b~l-i'''-a-ti-o-n-----''::'''-..Am+--o~un":'t~p='a":'j-=d""':'-"""~~:..F~.·,'"'i6i!'"'~!-:.7~1'---+--'::"'Lu";;le';';'e";;,"';~~n.~'7";";;"'--I-HI--ijn"f-I",--~~..;J'~~·~':"-::"l';;';-''D'~L;;..,·~-_-·_----+--""T.''--...;;...---t Ir..·~:,·,~t';.:.7J.··Ski F I nw",~clhnn F1 ...1_•.~~~:qO ~,~·t:-........''·1 •Out"Lady l.out"de~~:.......te'l"v ~Denim~Grave ",'.'.r::(,'on i :l':(;'h~)!.:"':..J,,:l~-J.B1l-~~t.t-t.·s.!II1j;t-'.J:llAnt.'m..n.J'L~"""·'"t.a~~I".l!llIJ""'!.-__~~_~-aL~Lk...'~Vu:unl'''~lJtlra,nlj;t-'.u:i,.~."L..+__~-:--~!.b~~~'O~.J_;t~...).'1 "P08 tap;e stamps ~,~..;~,"OO •)-.~1"'000 t'e~rucc1..'.it!ocery 1"000 Pus tJ~.Af...r~..4(.00 ~~~"._·~1 flaw-A"".··L r!n ....t."1C~'~nn; .},..._..,. 'J'....I.,II.~-·w ~•.l,['"'Y .~,I~"::-~-.---+------------t-----------..;........::...-.......---------+--.......-.."-:'_,---4 #".'... .\. i~~j' 'I ; I',. ii'. :~." ~.~~.~ ':.~,-t ;~,'.,..,. ".,TOTAL $ ,, .".... ~'i-'.,I (attach separate sheet If reqUired) ,---\:;".,A:~:'r*O~MON~EALTH OF PENN.SYLVANIA) ·f '"SS:I:~"COUNTY Of:W,,"hlngton ) 1<·-..'If::~·"'"·I,·Anna CJa1r hereby certify that the foregoing is.a just and true s'tate'ment of I,::.funeral expenses and other debts of the decedent,Charlo=,H.Duffol ,for which I 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 some debts will not be claimed'by any other person,for inheritance tax purposes.",I ": SWOR~~RIBEDBEFORE MH~DAY OF r2u><re/~4d --prmNOTARY Signature of Taxpayer/b?<-~(?~Fll~S!Monday . /~EGIS~ER OF WILLS (i- I, I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I h"ave allowed deductio~S listed above in the to,'QI omQunt of S /.JE:.rv .y''-\ DQ'.QI ApprQvQI,;;;;;-;j;t."'"-/f'Z/:tVIl-<li!.L£-~41£nZ:l <..-,.Register of Wit s '\1, fI •.,' \.. .~. 'J"... ...l 1lI'-!...~"'-1':...,'.,·tt~4".':pj§;;",I ,'~une U 1971, NOTE:TO'BE'SUBMITTED IN TRIPLICATE ' Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania J ,~~:r:::--O: ,-~.,.'':"'•.;-.•\~:i i~;;;_,.J,,~. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF R~VENUE HARRISBURG (,." R C C-43 (5-65) \, Dear Sir: '/,.'./'\ :1 ' Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report:. ~tNMfNgiA~~~~:I~I~~ION'__WTP~;;;,,;.t,....,~~..-:-~~~~~8;,,;;;;:;,-.~;;.;;~=;1=1:=:a;,-1_"_9_ank_.-'----...----:;.\,-k,j~ 6 ~Kai,n 6t h ADDRESS 'WaSh1ngt.on .Pa J.S301 "r;"" ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT__·.::l.iSt'~~';J"l"'~~·':~:.l-\'O~3~~~2Q~'~69,g··12l,;y,..----------l.----''.>t1tJ NAMES'ON ACCOUNT f..R OR INVESTMENT ------'lOi~aaz-.4;'''''''eG",...JjUHD~\,rif~t-':''''''>1I----------"-- DECEASED JOINT DEPOSITOR,Ofuii"~ee l'Duffey TRU STEE OR INVESTOR ----r:Ci!nhr.1,~!,.:r'i,~...=~-fnl-'Dm.rrld'~t~eVrr-------,---- 14 141m 81;, ADDRESS---l;B.ulu5!,!g~G:;rttIriG~t.&lG:t;~$~£~...~·.,;tl~,O~:alY,--------- DATE OF DEATH ----....:;&i!llrl~~.1b\1i~..Ril.~-d4mm-!G,....2~1.QI9?lil11~------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR --4:S~ii&/;df::q,i:~ese-·..qTwBe.tl~£~fo""',,,,,,·,_ ADDRESS """'14.,.,..,·,...,.~lm""",,,...,.S-..,t,..-'.,--~..",.."".,,,..,,,..,,.._ BtU'Gettatotm 1"a 15021 RELATIONSHIP TO DECEDENT DATE DEPOSIT OR INVESTMEN-,-aQ"o.....u-------------- BALA~~tEI~TCA~UL~~~~~NTERES'ec~1'64 DUE,AT DATE OF DEATH $-=Wl:O""".+l26~·.:'-.e~oY-.------------ -s"/6>Go..fl,~o C§:)C;:J ..3'6.3 ,.:Fa S-X~~7-e/-'//r /s-:/7 )"""-f'.,.~"""TITLE BURGETTSTOWN,PENNSYL~NIA "~. .OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION RCC-134 (1-69) COMMONWEALTH OF PENNSYL~ANIA_D'~ARTMENT OF REVENUEB~AU OF COUNTY COLLECTIONS •INHERITANCE TAX DIVISION TO:CHARLES T.DUFFEY 14 ELM STREET 15021 Date:June 21,1971 County Washington County File NO.-r-__ Bureau File No.~j.1/-g;<1 We have received notice that,~XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX;X on June 2 1911..,you came into ownership of certain property through r)ijLX.l~~HHXX ~~~i*~lI~~X transfer from CHARLES H.DUFFEY,deceased. 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:.It.Say;ngs Account #083 2068J 2J , held in the PITTSBURGH NATIONAL BANK,WASHINGTON OFFICE,WASHINGTON, PENNSYLVANIA.In the names of CHARLES H.DUFFEY or CHARLES T.DUFFEY. Opaaed,Dec.29,1964.Balance as of date of death,$10,126.80. appraised by the Commonwealth,as of the date of death,at $10,126.80 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT ASSESSED BY:---:--:-:--_ (Agent for the Commonweal th) DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Sept.2 19 71 ,you may deduct a discount of 5%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 APPRAISED Byd~.w/,d- (Inheritance Tax Appro iser) $ $5,063,40 303.80 15.19----------- ---------- 303.80 $-------- $================ INSTRUCTIONS TO TAXPAYERS J5301 Make checks or money orders payable to:pu:lJ et1;i't 110 I 1-1~-71 ~11 811 SY ; To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: .....t:,~I •U"ThE LOirlMONWEAL TH COURT HOUSE WASHINGTON,PENNA. If you have already paid this tax to an executor,administrator,attorney or other personal rept~sentative of the decedent for forwarding to the Commonwealth,list below'lthe·dcUe paid,name and addre;s of the person to whom you made payment,their official title and the amount.',..~, Date Paid Name and Address of Payee Official,Title .Amount'Pa id Under certain circumstances,if,after the date of death of the decedent,you persona">,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 va'lue of the property in the computation of tax pue.If any such expenditures meet all of the three following tests(it is recommended,that you,itemize the.paY,ments ~elow, execute the affidavit,and return this notice.The Register of Wills will examine the ~ebts 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 OF:_ SS: I,hereby certify that the foregoing isa 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 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 omount of $--------0 Date of Approval:_ Register of Wills Form RCC-2 .; ~~EPARTMENTOF REVENUE BtrREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.J7 J27 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE !.\..U.gU.S.t l.7..~19.7.1 . COUNTY WA$.HINQ.T-Q-N . FILE NO•...§..~.:.?l:.~..?.!... Whereas..CHARLE.S.H.k D.UFFY late of BURG.E.T.T.S.T.OWN . in the County of 'JiASJI,J;.Nq.T.QN.Commonwealth of Pennsylvania.having died on the ~..~.~.9..n.4 day of J..~~.~19 7J.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I..F.RANC.E.S L.~.Q...............................................................•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. I Unit AppraisementDelcrlptlonofAlletValuesMadeforInheritanceTaxPurpoael ..$,., Jt.Savings Account #083 2068121,held in the PITTSBURGH NAT- IONAL BANK.,WASHINGTON OFFICE.\vASHINGTON.PENNSYLVANIA.In the ......._........nf ·CJ.fART·'F.S H•.DUFFEY.OR CHARLES T.DUFFEY.Onened 12-29-64.Balance as of date of death.$10.126.80 10.126 80 , . ~.,., i , ",,---1 . ,"), •. .,.''-I. 1.···i .-...." , fonn~~~fhb~:::I:;,~w<>rlla~~d)~~~:~a~:re~~~~ce=~~t~21~i;:ti.~~: App iser • .................................................................................................................................................................... ................................?u...W~.................................Penna. ................MTASHINGTON..........................................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .........................C.HA.RL.E.S l:l.L..P..PF.F..}!;X . Deceased. Late of BURGETTSTOWN Date of Death,6.~.2.~..71 . Appraiscmeilt Docket Vol.,. Page,N o §.~.~.7.!..':.~.~? Filed ill Register's Office,..A:q.g.!!1...7.19...7.l Amount of tax due,$. DEPARTMENT OF REVENUE Received, Exa.mincd and Approved,. Wrote abo.llt Appra.isement, Appeal j1'om Appraisement,. Entered and charged,. ;--""; ..~ "",; •0-.- .~. , ./', ;