HomeMy WebLinkAboutOC1971-0960 - ESTATE OF RAE,,J
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE '
HARRISBURG
Sept.10,1971
NOTE:TO BE SUBMITTED IN TRIPLICATE
\'
RCC-43 (4-69)
.~,~.
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 REPORTING
FINANCIAL INSTITUTION Western Penna.Nat'1 Bank
ADDRESS Fourth &.Main St.,Monongahela,Pa.
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT Savings Account #004 002213 9
NAMES ON ACCOUNT
OR INVESTMENT Mary Rae or Thelma Rae"
DECEASED JOINT DEPOSITOR,TRUSTEE OR INVESTOR __Mary---=-_R_a_9 _
ADDRESS
AND COUNTY 706 Fourth St,M'QDongahp)a.,W'k!Sb~t1gtOA COWlty
DATE OF DEATH --J..;7.::;(,2l!a4-;::J71~,------_---------
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR _....;Th::.;.=-=8=lm::::8.::..;R;;.;;::8:=e:...-._
ADDRESS ---IlM~eB!l-liGBmg.g8f8l'h'tEel:l:188;JrlPft1a.r,----------------
RELATIONSHIP TO DECEDENT,-:::::--QQa1a'Q~~~.t~ei')fJ'L.-------------
DATE DEPOSIT OR INVESTMENT <:),
WAS ESTABLISHED .3...=,.;3=-6141~...._.---..,..--------..,.._--
BALANCE,INCLUDING INTERESTD~UE,AT DATE OF DEATH $_U~,...c:34s:=8:.&:.8=2'__..,.._-----~...:.-~--
±'I I~J <j<j";g 1----5;'N~~~':='===_::::-=-_
"Jo /',~-.,.V1'1''fl:...3.1/).'¥(;,',Slgna1-ure <,,'TITLE
,,/.Assistant Manager
0-7()~'.)II D ,r ~-:;;../7,0 v-c "
RCC-134 (1-691
COMMONWEALTH OF PENNSYLVANIA
•DE-f.'A'R.TMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SU BJ ECT TO ADMINiSTRATION
TO:-~...LT.uhl;l.eJ.urn.w:::l2."..J,lBlodaJ;le,--_.~~~~~~_
706 Fourth St..
Mononga.hela,Pa..
Date:September 17,1971
County 1'1ASHINGTON
County File No.__~~~~_
Bureou File No.h.3-7/-9b ()
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the pQyment of the inheritance tax due is irnpos-ed upon you,os transferee..
The prope rty 0n which ta xis here by asses sed co.)nsists of:_~..c.!.TJ;.t........,JHu.le;:,jl""d~...l.iJJ.p~t;I:.l-h:;ue~."):\\i!.l;fe:,::;su..tllerI:JnU-lp::.te~nlLJnLl;jSiJ.;Y.LJ V)lj8:i.1nJ..:;L.j;;alo...-_
Nati~al Bank,MopongaheJaOffice,Monoogahela,PennGylxania.In the name of Thelma
Bae.Balance as of date ofg,eath$1l,348.82.
appraised by the Commonwealth,as of the date of death,at $U,3lh8.82
SO %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
o If you pay the above amount within three (3)months
of th'e date of death of the decedent,or on or
before Oot?:4 19 .7J.yol,l may deduct a
discount 0 ~%of the amount oof 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 al~o due as of *~_
19__in the amount of
340.46
-------~----
$-.......---------
*If the tax is not paid by the above dote additional
interest is due at the rpte of 6%per annum unti I
paid
TOTAL AMOUNT DUE $
:'./
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable t~II";To insure proper credit to 'youroccount
;;).~~.JJ1'AII d..A~'~~~ficial Notice must accompanyy/~'113c2..J,-<lY ~~rr.IIJII\--~yment.Mail or bring it to:
AGENT FOR THE COMMONWEALTH9-~;2 -7/COURT HOUSE
WASHINGTOl PENNA..~I'O)'
,,..~,If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decedent for forwarding to the Commonwealth,list below the date paid,name and address of the perSl;ln to whom
you made payment,their official title and the amount._.•
Date Paid Name and Address of Payee Official Title 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 ~esponsilile 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 decepent 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 PENNSYLVANLA)
COUNTY OE _
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·METHIS 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 $-.,'.__
Date of Approval:_
Register of Wi lis
-
Fonn RCC-2 .o'~
COMMONWEALTH OF PENNSYLVANIA DATE ..$.~.pt..~m:9..~:r......??l.....!9.7.~.......................
DEPARtMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTONCOUNTYBUREAUOFCOUNTYCOLLECTIONS................................................................................................
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO...63..::71~.9.6'O..............................._...................
Whereas.........................................Mar.y...Ra.e..................................................................................late of MONONGAHELA...............................................................................................................
in the County of ..................J'l.A$..HJNGT.Q.N...................................................................................Commonwealth of Pennsrlvania.having died on
the .....................2Jr.d.............................................................day of ..............$.e.pt.~mP..~.:r..................................19.7+......seized and possessed of an estate,
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore.I.........................Franc.es...beo..........................,.............................................an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for Ufe or for years.the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritance.
Tax Purpoles
Jt.held in the Western Pennsylvania National Bank,Monongahela Office,$l1,34t:..82
Monongahela,Pennsylvania.In the name of Thelma Rae.Balance as of
date of death $11,348.82.
.
:
form~V~~hbl::::~;,w<>rll'~l~~l~~:~:;:re~~~~~~~~:;d"t;~~~:
AppraIser
...............................................................................................................................................................'"
(Number and Street)
.................................................................................................................,........................,Penna.(Post Oftlee)
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MARY RAE
Deceased.
Late of
MONONGAHELA
Date of Death July 7,1971,.
Appraisemeilt Docket Vol.,.
Page,No.9.3..~7.+.~9~Q .
Filed in Register's Office,1
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal fyom Appraisement,.
Entered and charged,.
/·~J-7/-9C()
f
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF WASH.I.N..G.T.O'N .
Form J!.CC-33-RI
RESIDENT DECEDENT
I~WORTANT: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
"thelnheritancean!iEst,ateTax Act of 19~1.)
...M.A RY.G~~;~~=:';,~:,:'~..;:'yE~;~~;~.~,}::::OF
(State full name of decedent)
Late of Mo.n 0..0..9a hela.~..Was..h.i n9t.Q.n County ~:~~x
State of PENNSyLVANIA '}ss:
County of ....W.ASHJ.NG.IO'N .
............The.l.ma l R9...e,J.n.f..Qf.m.a..n.:t........................
of the estate of the above-named decedent being duly sworn,depose S and say S
..~tbK
(Month)
Name and address of attorney or}
other authorized representative to.
whom all correspondence should be
mailed.
Decedent'dled ...~..Y.JY 2(~y)"19X2~).....{;~~~~ea~ing a last will,copy of which is hereto attached.}
......JosephL.Hoffmann,...Att,orn.ey....at.....Law................
.242 We stMaJn Street,.Monon.gahela,Pa.J506..3 ..
That as such !.n.f.Q.r.m.g..D..t deponent is familiar with the affairs of said estate and the property con-
(ExeclItor,Admin islrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in 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:-
That the contents of said safe deposit box or boxes are itemized under Schedules E of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth fullv and in"detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giVing
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the 'assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth 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 or decedent's death
in all other c'ases;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 thereof,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 by decedent,together with the fairly estimated
market value thereof;all bonds and mortga~es 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 or 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 polictes 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 close or 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 transfe~ee and
all other facts of a pertinent nature regarding said transfers.In the case of tran~fers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.Therl~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 ~ointly,.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,and the 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 vestiture of
real estate and the date of acquisiti~n.:.of pers.<malty,plus the .~.all\e,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 lmpaid at time of,.death;taxes accrued charge.able 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","e","E",and "F"as directed therein,.
have been carried forward and properly registered in the Summary.
J~..{}...12~
(Eitlt~~dots:i~ww~I nforman t
....4..f..e.W..iJ U..g./Jl s...t.r..e.e..t ~~..
(Street Number)
....MQ.n..Q.Y.l.g..a.h.e.l.a..,p..a._.l.5.0.6.3 ..
(City or Town and State)
Subscribed and sworn to before me this ....2.t2...~.......
................;day of N.ovemb.e..r·1 · ·..19 7.1
...~~~~~;~.........
M C'.S ~ngton County,Pa.y ommlsslOn Expires
May 9,1972
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
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 (1-64)
COMMONW·EAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE'
BUREAU'OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE !CAli
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule liE".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be (1)(2)(3)
described by lot and block number,street and street number,together with DEPARTMENTageneraldescriptionoftheproperty,with a reference ta the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule.
None 0.00
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.0.00
SCHEDULE "B"
PERSONAL PROPERTYRESIDENTDECEDENT
COMMONWEALTH QF PENNSYLVANIA
TRANSFER LNHERITANCE TAX
\,
;RCC-35'
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 property,such as bonds,treasury certificates,cash on hand and in ban~,
stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time 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)
None O~OO
0
"
Insert this total opposite "Personal Property",Schedule "B"in X X
the "As Reported"column on the last page of this return.0.00
l ,
COmfON1\K\LTH :OF PENNSYLVANIA
Tll\NSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TR.!\.NSFErtS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)no
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)no
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)no
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)no
(b)What was the transferee's age at time of decedent's death?no~'-='----(5)Did decedent in "his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)n_o _
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)__n__O __
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or 0 thers -=-==--=_
(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)_
(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~O~_
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)_
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
None
DESCRIPTION MARKET VALUE
(Estimated)
0.00
DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
0.00
l _
LAST WILL AND TESTAMENT
,.-
KNOW ALL MEN BY THESE PRESENTS,that I,MARY G.RAE,
of 706 Fourth Street,Monongahela,Washington County,Pennsylvania,
,being of sound mind and disposing memory,do hereby make,publish
and declare this my Last Will and Testament,hereby revoking all
prior wills and codicils made by me.
FIRST:I direct my Executrix hereinafter named to pay
expenses as soon after my death aslallmyjustdebtsandfuneral
I
Iconveniently may be done.
I SECOND:I hereby give and bequeath unto my
i Ruth Smith of 2040 College Avenue,Tempe,Arizona the
II
daughter,I
sum of $1.00.1
"
THIRD:In the event that I predecease my husband,
William L.Rae,I hereby ~ive devise and bequeath unto my beloved
Ihusband,William L.·Rae all the rest and residue of my estate,
both real and personal.
I FOURTH:In the event that my husband predecease me,I,I
do hereby give,devise and bequeath unto my daughter,Thelma I.Ra
all the rest and residue of my estate,both real and personal.
FIFTH:I do hereby name,constitute and appoint
SIGNED,SSALED,PUbLISH AND
and Testament.
I IN WITNESS WHEREOF,
'at Monon~ahela,Pennsylvania,
1962.
I have
this
be the Last Will
./
and Testament of Mary G.Rae in our presence,and in the presence
lof Testatrix and each other we add our names as subscribing
itnesses.
III
(tee-38,
CaMMONWE~LTH OF PENNSYLVANIA
TRANSFER INHERIT~NCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: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.
DescriP.tion of Property,Date of Acquisition,Name}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 Value of
Entire Decedent's
Property Interest
Western Pennsylvania National Bank,
Monongahela,Pa.,Savings Account
No.32788 in names of Mary Rae or
Thelma Rae (parent and child)opened
March 3,1964 $11,048.82
The following United States Savings
Bonda registered in names of Thelma
Rae or Mary Rae (parent and child)
Series H Bonds 0
5 -$1000 issued 2-1964 $5000
5 -500 issued 2-1964 2500 V
Series E Bonds
See attached schedule 13,542.34
~/')<::7
2,500.0
1,250.0
;tSo CJ·illA>
I ;)-.6-0v (j-'fJ
C 77;'Ij?
J
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return.16 ,045.584-........-----...1
Continued:
D~npmination
SCHEDULE liE II
JOINTLY OWNED PROPERTY
Issue Date Value
7-24-71
Es ta te
Valuation
$100.00
25.00
100.00
25.00
100.00
50.00
25.00
50.00
50.00
50.00
50.00
50.00
25.00
25.00
50.00
50.00
50.00
50.00
50.00
25.00
25.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
25.00
25.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00 .
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00·
50.00
50.00
2 0 .00
1-1-42
6-1-42
10-1-42
1-1-43
4-1-43
5-1-43
7-1-43
9-1-43
1-1-44
1-1-44
2-1-44
5-1-44
6-1-44
7-1-44
8-1-44
11-1-44
1-1-45
2-1-45
5-1-45
9-1-45
9-1-45
11-1-45
2-1-46
5-1-46
8-1-46
11-1-46
2-1-47
5-1-47
8-1-47
11-1-47
11-1-47
2-1-48
5-1-48
7-1-48
9-1-48
11-1-48
1-1-49
3-1-49
5-1-49
7-1-49
9-1-49
11-1-49
1-1-50
3-1-50
5-1-50
7-1-50
9-1-50
11-1-50
12-1-50
2-1-51
4-1-51
6-1-51
8-1-51
10-1-51
12-1-51
1-1-52
3-1-52
5-1-52
7-1-52
9-1-52
11-1-52
1-1-53
2-1-53
$198.92
49.19
191.52
48.31
188.16
94.08
47.46
92.44
93.26
93.26
93.26
90.90
45.82
45.82
91 .64
89.36
90.06
90.06
87.84
43.19
43.19
86.38
87.96
85.82
86.54
84.42
85.14
83.06
83.74
40.86
40.86
82.40
80.42
81 .08
79.12
79.12
79.78
77.90
77.90
81 .64
79.46
79.46
80.06
77.92
77.92
78.60
76.50
76.50
77.26
77.26
75.20
75.94
75.94
73.62
74.28
74.28
72.28
73.98
72.16
72.16
72.62
70.84 /
70.84 .
continued
Continued:
Denomination
. .
SCHEDULE liE II
JOINTLY OWNED PROPERTY
Issue Date Value
7-24-71
Estate
Valuation
50.00
50.00'
50.00
50.00
50.00
50.00
50.00
50.00
50.00
100.00
100.00
100.0,0
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
100.00
4-1-53
6-1-53
8-1-53
10-1-53
11-1-53
1-1-54
3-1-54
5-1-54
7-1-.54
11-1~54
2-1-55
6-1-55
9-1-55
1-1-56
5-1-56
8-1-56
12-1-56
4-1-57
7-1-57
11-1-57
3-1-58
7-1-58
10-1-58
2-1-59
5-1-59
9-1-59
12-1-59
4-1-60
8-1-60
12-1-60
3-1-61·
7-1-61
10-1-61
2-1-62
5-1-62
7-1-62
9-1-62
11-1-62
1-1-63
3-1-63
5-1-63
6-1-63
8-1-63
10-1-63
12-1-63
2-1-64
4-1-64
5-1-64
7-1-64
9-1-64
11-1-64
1-1-65
3-1-65
4-1-65
6-1-65
8-1-65
10=1-65
12-1-65
2-1-66
4-1-66
5-1-66
7-1-66
9-1-66
71.26
71 .44
69.56
69.96
69.96
68.34
68.34
68.74
67.14
135.04
131 .96
133.08
129.76
127.60
130.40
127.52
128.72
127.36
128.44
125.28
126.32
124.28
121.24
122.28
119.32
119.52
116.80
117.24
114.64
112.52
112.96
110.52
11 2.44
109.72
109.96
107.32
107.56
107.56
105.08
105.08
105.08
1.03.04
103:04 ':
103.04
101 .40
101 .40
98.92
98.92
99.24
96.84
96.84
97.12
94.84
94.84
95.08
95.08
92.84
93.84
93.84
91 .68
91 .68
91 .80
89.68
Continued
..,..-
SCHEDULE liE II
JOINTLY OWNED PROPERTY
Continued:
Denomination Issue Date Value Estate Valuation
7-24-71
100.00 11-1-66 89.68
100.00 1-1-67 89.84
100.00 3-1-67 87.76
100.00 4-1-67 87.76
100.00 6-1-67 87.88
100.00 8-1-67 87.88
100.00 10-1-67 85.84
100.00 12-1-67 86.00
100.00 2-1-68 86.00 ~100.00 3-1-68 84.00
100.00 5-1-68 84.00
100.00 7-1-68 84.12
100.00 9-1-68 82.24 -4100.00 11-1-68 82.24
100.00 1-1-69 82.36 U100.00 2-1-69 82.36 r
100.00 4-1-69 80.56
100.00 6-1-69 81 .60
100.00·8-1-69 81 .60
100.00 10-1-69 79.8Q
100.00 12-1-69 79.80
r:rtr:/"r;'},100.00 1-1-70 79.80tJfV/1-"'3 .
$13,542.34 Yv~$6,771.17
$6 3 771.17.
....··t·\,;.lo,
RCC-37 (12-63)
COMMONWEALTH -OF PENNSYYLANIA'
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OF·State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
laVe an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise..in estate)forth this fact.)OR NO BIRTH
Thelma 1.Rae.428 William Daughter yes Surviving Joint
St.,Monongahela,Pa.Tenant
15063
II
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
ESTATE OF
~IATIER OF THE APPRAISEMENT
Late of.Monongahe.la ..
(Executor-Administrator
must complete "As
Reported"column #1.)
0 c....~""d ::tl"'1 0 "'1 (b (b0;..,.r.:>"'1 r.:>til ::l til --til ;:l til 0.....::l ""d~tT (b ~........r.:>c .....til 0:-:roc..::~'t:lr.:>(b0'"n "'1
~roo 0 ~'t:l
~o..:E:~
til ro::s ,...,...:::JEt>'<r.:>,...c-tCl-(b -Vl ~""s00:::J-Crom
I ""s:::r(-t-
~~
--'
-fo)
Year .
Dl THE
!No.
MARYG.RA.E:L~IkLa,MAR'(.RAE.-..
Deceased
Will
Administration
-0 lOW'">'"Ul
enc::a:::a:::>-
:-.~.-.......-........-....>-(,VI W rJJ en,n (")(")
,:::r ?'"?'"?'"
: =
g ~>:
'lT1=
~~-0 ~~~. ... ..:......:......::0),0).>-
":\I
til
:0 ,0 ~-,,,p:.'"p:.00:<.n ,~0"0 .....
:.'.:.it ~~'-'
P1 '01 00 0 ....(b0:>,00 qq 0 c..-
"--:r",
"':::J
:J:~
--?............-
i 7~.
g :.-:"
t.:::;'..~""'"'!
::z.:~ri ~-
··Washington.."...
-J
f.'"'-'••.'-Commonwealt~f::Be~sylvania
:P'rn c-(fJGJC;:~~_0.(~._:........,."\
-(/)(0 •,
REPORT,;\N-6:APPR~IS~~.'~'"~.:::;'i.J -.....--';.'".~~~
County of
~ooeph L.Hoffma.DJI.
J\tt':ll'nry d I'\W
2~:y!..\::"ct
tlonon="_:'".•.l(,OGS ~~-0~~~
>-'"o~~~l'-J""'-3
::l~c..
~--------------------
"
Form RC ColO roJ;"71-9~(),D~,DUCTIONS ALLOWED IN
~,
THE SUM OF ............$.c:!~/t!.Z2.OFFICE OF THE STATEMENT OF DEBTS
REGISTER OF WILLS .
.t't"t:l.!19~uSSELLrf:MdN,(
Washjngton AND DEDUCTIONS
OF COUNTY o~........=,.
-UM:y~([~3D AGENT OF THE COMMONWEALTH ~-~0(Q)tXit-/t.·3~//-7~(J "Reglst.r of Will.,Age.t
.i """,,I'
ESTATE OF MARY G•RAE,a/k/a LATE OF Mon.ongahe,l a,,Was hi ngtoo Co.,Pa.
MARY RAE .-24 ,19714!:',~JulyDATEOFFILINGAPPRAISEMEN1'___"_'"-,",.OATS OF DEATH
DATE NO.OF NAME OF PAYEE REMARKS AMOUNT
VOUCH""
1971
Julv 31 Mary B.Rapp,R.N.Nursing services 100 00
11 Chester Bird.D. D.Honorarium 20 00
11 f.I~rrv Isaacs Cuttino marker 18 00
31 Bebout &Yohe Co.Funeral exoenses 1525 00
31 Memorial Hospital Hospitalization 135 35
31 F.S.Klein,M.D.Professional services 75 00
Crall IS Flower Shop Account 42 40 I
~1
Alln 20 Bell Telephone Company Final bill 8 06
I
20 Va 11 ey Independent Account 6 00 !
?O Mnnnnn~hpl~Spwpr Allthnritv Fin~l hill 1?lA
20 Mononqahela Wa ter Company Final bill 15 80
20 Equitable Gas Company Final bill 5 36
20 West Penn Power Comoanv Final bi 11 7.62
20 Dierken's Drug Store Account 13 00
20 Tri City Ambulance Service Ambulance 25 .00
Reqister of Will s Filinq fee 3 00
Rpttv F Wpn7~1 Notarv fees 3 00
Joseoh L.Hoffmann Attornev fees 300 00
Tn+::ol 2314 77
-
COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF Washington.,Thelma 1.Rae,Informant,HEREBY CERTIFY,THAT.TO THE BEaT OF
MY K"!OWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E STATE7ENT OF DEBT(-R~~AL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF MARY G.RAE:t a k/a MAR;,DECEASED.AS DUCTION5l FOR
INHERITANCE TAX PURPOSES.".',;'1£L '",----9 ~
.5 Zlv .......,VVL::~(L.5.)
SWORN AND SUBSCRIBED BEFORE ME THIS tl DAY OP'November,'8 71 Informant;d~if.~
BETTY E~ZR,Notary Public,~onongahela,Washington County,Pa.
My Commission Expires
May 9,1972
RC C-Bl (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
THET,MA T.RAE Informant
IN YOUR REPLY PLEA8E
REFER TO
In Re:Est ate of_--"~~1A~R~Y..:!:-~R~A~E=---_
___'_Il_A_S_H_IN_G_T_O_N County _ FHe No.63-71-960
Dear Miss Rae:
You are hereby notified that the original
appraisement in the estate of •.'MaIT_'...:R.:;:a::.;e=--_......",.,:--....,,-:--_
has been filed in the office of the Register of Wills qf Washington
County on February 1 ,19ll.Said appraisement reflects the
following valuations:
Re alEst ate _--'--=--=-~,.-,:--.,.,..---
Jt.Held ~~..::...-_=16.=....s..;.O~4:.=5:...:..=5~8__
Transfers ------.......,.........."........,__=r=--
Total --,-_1=6..z.,..:;0..:4..:;5...:,•..=5;,..::8:...-_
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year 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.
Title
Date F_e_b_r_u_a_ry-,<--_1.....,:-.-1_9_7;....2 _Signed _....:A~L:;.:F~R.;.;:E=D:..--;;:T:...:O:..::S:..::I~_
APPRAISER I
DATE OF DEATH:July 24,1971
Note:This is not a bill.
RCC-39 (5-68)'
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
"
Estate of-l'\R..~I\"&;,E"",,,--_...,J;MwA"-JR~Y.l.--DATE OF DEATH 7-24-71
(Last Name)(First Name)(Initial)
FILE NO.63-71-960
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
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".
February 1,1972Dated:-------"------''-------
REPORT OF THE REGISTER OF WILLS
REGISTER OF WILLS~.......--..
.------.Dated:--'iiB.J 1972RuSJ'HL MARiNO
I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by 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'"ter or lesser amount represents the sum
allowed as a deduction.
VALUE AS REAPPRAISED
$-------+--
16 045 58
16_045 58
2.314 77
13,730 81
VALUE AS REPORTED VALUE AS APPRAISED
$$
13,730 81
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 es tates or
FOR USE OF REGISTER ONLY
Tax on $------------4--
Tax on $-----.....~l-o.L>.L...+............~
Tax on $------------4--
Tax on $------------4--10%
Tax on $15%
Exemptions *
Total Estate -I-__
TOTAL TAX
COMPUTATION OF TAX
$--------+--
$----lR..LI.?Il.>....~~?>L.-C\
$--------+--
$--------+--
$--------+---
(*)As evidenced by Charitable
Exemption Certificates issued
$~8~2~3~2~5:!_by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::t====
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $---.J
AMOUNT OF ESTATE TAX ASSESSED $------IL-
Estate tax paid $--Jl-
BALANCE DUE $-----Il-
Add interest at rate of 6%from t=
------I.to-----$-------1.
TOTAL TAX BALANCE $-----.-1
PAID $.....1
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 t...No.AdminIstration
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
MARY RAE
Deceased
MONONGAHELALateof
County of WASHINGTON
l
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
Funn :1CC-2
DEPARTME~~T or If.E¥ENUE
B(mEltU 'OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE F..~p..r..y~.r.y 1...,.l.9..7~..
NTY Washingtoncou ...
FILE NO §..~.:..7..~.:..~.§.Q ,.
Whereas,~1.~..r.y :R.~.~late of .N9.~.<?.~,g~.h.~.+..~.
in the County of J~as.hi.ngt.o.n.Commonwealth of Pennsylvania,having died on
the ?.4 t..h day of J~1y 19..7.'+'.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,Al.fr..e..d.T..9..s.i ,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for Hfe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Description of Asset
JT.HELD:
See Schedule "E"attached to appraisement
Total
Unit
Values
$
Appraisement
Made fOl"Inheritance
Tax Purposes
16.045 58i
16.045 58
........,Penna.
Having been duly sworn according to law,I do hereb~~hat the above appraisement is made in con-
formity with law on this /::-.7..day of · ·..·..·..·..l<'27~·..· ··=7 ~·..·:;;z?....19,?o?'..·..·..·..· ·..·7.."V \..L~<.-.<..~..~t<:
APprajp!{.
...........~.
~ber and Street)
................-.
.(Post Offiee)
\vASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MARY RAE
Deceased.
Late of
MONONGAHELA
Date of Death,J:.l:l:ly ~4..t ..1971
Appraisemel!t Docket Vol.,J....v..
Page,.~.Ql..~..;I;No §.3..~..7.1.~.9.6'O .
Filed in Register's Office,..F.e.b..•....1..,J9..7.2..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,.
Appeal jt-om Appraisement,.
Entered and charged,,.
«\
JCOMMONW.EAL~H OF PENNSYLVA~hf fj~~\f/,¥f[;
.DEPARTMENT O:f REVENUE .'flrl'/ja;~/:~(}'
HARRISBURG fig lit ....,1011£
107 'N....77·'
_i I(
'~•..'.-..~,,-
to,t
,
RCC-43-RI
\-!;~.~•...",
\~,.",~""". I .
\,NO~E:TO BE S~1tfITTED IN TRIPLlCATE
"-..,...,Pennsylyania,Department.of Revenue .
•.""";'"Bureau of County Collections
-~'Finance BUilding
Harrisburg,Pennsylvania
Dear Sir:'.
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax
Act of 1961,we herewith submit the following report:.
'REPORTINu"
FINANCIAL INSTITUTIONS P1ttsbugh HatleD11 Barak
.~DRESS:JOO weat..,.street Ifommpbe1"9-.1,;063
-ACCOUNT NO.OF JOINT OR
TRUST DEPOSIT OR INVESTMENT -'Ql,;lS4l!1:·...·.L..&i4!1,_~··IDi1IlJiifq/-.;....-__.....:-_
NAMES ON ACCOUNT
OR INVESTMENTM'-as ftJe1ma Ija.or MrsD",G la.
.-,....----------_:....-_-_...:...-_-_...:...-.,.---.DECEASED JOINT DEPOSITOR,.
TRUSTEE OR INVESTOR Ira.Han G.Rae·
BA.LANCE AT DATE OF DEATH $
DATE OF DEATH "".,·xiSJJI J~'1m
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR -IB1~·§SSi:il...J7MrJl..la:'lI!lJ>PBIlliL..JlBail·SA___:__--------.,.--
428'WJJ1'••·'St,wet '..'.
ADDRESS _..J..l't1'l!i:·d••!IIIltlU:itlMlIt::••c
•••a••L.....lM.OJlO1'\gatDO!·'8.~h~et1l1al-~,~~,~"J(_~:j.J--..:.----.','.~..,.....,,·:;.i,..t.-'t<.~.~.'-.'•
.'\
RELATIONSHIP TO DECEDENT __Dauu;·EU,qI~'btellii'''Blr~---_--------
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED HaDi!llreDUihL.l...........ll.:l966~;D·_:....-.,.__----
1;131',32 ~-b-rtdJt Wv/Za
_.)
>;1
\
R CC-l34 (9-71)
COMMOl:lWF..o\I,..TH OF PENNSYLVANIA
l1'E'PARTMENT OF REVENU E
B-ORe-A"U-OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE
TAX APPRAISEMENT AND ASSESSMENT
•OF A~SETS NOT SUBJECT
TO ADMINISTRATION
~fONONGAHELA.PENNSYLVANIA 15063
TO:MISS MUlA RAE
'42$yITLLIAH STREEt
Date:FebMlary '7J 1972
County WASHINGTON
County File No.31--~()9-:z.
Bureau File No,it3-V -fr;0
We have received notice that,ffiGl~~~"...xx:xxxxxxxxxxxxxxxxxxxxxxxxxxxx:JCXXXXXXXXXXXX
on Jn~?il ·19-W.,lY~"'~~~~hrough r'",.
transfer from MRS.NARY G.RAE,DECEASED (110NONGAHELA)
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 he.reb y assessed consists of:Jt.•Held Sa~Account ~4 1l,~67
1n the PITTSBURGH NATION/iL BANK,110NONGAHE!..A OFFICE,l<IONONGA?,PENNSYLV'IA.the
names of MISS TlOO..MA RAE OR l'UtS.,HARY G.HAR.Opened 3-1...66.BAlance as of date of death,
$1,137.32
appraised by the Commonwealth,as of the date of death,at $1.137.32
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
$_-.J.S.u.s68;J,.;,*"u66loL._$---------
AMOUNT OF TAX DU E
If you pay the above amount within three (3)months of the
date of death of the decedent,or on or before _
______19__,you may deduct a discount of
5%of the amount of tax due,or
Th is tax became del inquent nine (9)months after death
(one year if death occurred prior to December 22,1965
and fifteen months if death occurred on or after
December 22,1965 but prior to June 17,1971)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
'I,
"I
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until paid
(Agent for the Commonweal.th)
ASSESSED BY:
TOTAL AMOUNT DUE $34.12
RUssEll MARINO.$===============
.~..•."""':
INSTRUCTIONS TO TAXPAYERS
",
15301
,
l.,
AGENT FOR THE lO(idVhiNi~~~,
COURT'HOUSE
WASHINGTON,PENNA.
Make checks or money orders payable to:To insure proper credit to your account/I this Official Notice must accompany
<.j/o-J ,§Jrt/.2 1(~If J1M.~"'payment.Mail ar bring it to:.
~otoZ //;?~
/?c//~r7?/
(over)
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decedent for forwarding to the Commonwealth,list below the date paid,name and address of the perso.::l to w.Qom
you made payment,their official title and the amount.-
Date Paid Name and Address of Payee Official Title 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 wer~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::_
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
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 $•
Date of Approval:_
Register of Wills
. ,Penna............................w.Cl:.s..~~.r,t~?~~..'?a.:~~e )
(Poet Offlo.)
}<"unn RCC-2 I
COMMONWEALTH OF PENNSYLVANIA DATE .........~J?~Y..A~X......~4.?......~.?..??........
DEPARTME1'!T OF REVENUE r -,
.._~___J RESIDENT INHERITANCE TAX COUNTY ..J~A$HJ.N.Q'r..QN ...........................................BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127 APPRAISEMENT
FILE NO.6J~71~.96.0...................................................
Whereas,................................................MARY...G......RAE...............................................................late of ..............}'IQ.NQNQA.~~.........................................................
in the County of .......................WA.§HJNQTQ,N..............................................................................Commonwealth of Pennsylvania,having died on
the ..............................................2.4t.D....................................day of ...............clY.~I .................................................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,.......................................................................................................................................,
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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles
U'l<'T n.Q /l1TTMr..C\r,:lJOI:,/,..'J.'1QP,b7 IN.THE PITTSBURGH NATIONAL $568.66T",1111\1'
BANK.MONONGAHELA OFFICE.MONONGAHELA,PENNSYLVANIA.In the names of
MISS THELMA RAE OR MRS.MARY G.RAE.Opened 3-1-66.Balance as of
rl~t.e of deth 1.117.12
~
Having been duly swo.rn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this ............24th..............................day of ...........FEBRUARY...............................................................................................19 ...7~...L................Franc.e.s........eo.................,.......................................................................
244 ~~s..~.~nl5.~.?.~...~~~.s..~....~ldg.Appraiser
................................................................................Ku or and tr t
WASHINGTON..........County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.........}:~~S~:C~:ll.~!,Q.'!.RAE
Deceased.
Late of
MONONGAHELAc .
Date of Death,.JULY····24·,···19·71.················:······
Appraisemellt Docket Vol.,J8..
Page,2O'9~2 No 9.?.=7.+..=9.9.Q ,.
Filed in Register's Office,1.::'.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,.
Appeal f,.om Appraisement,.
Entered and charged,..,
"
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