HomeMy WebLinkAboutOC1971-1081 - ESTATE OF KERR~'1
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'.'LAST WILL AND'TESTAMENT..-~_..-.....o..;;._
"
KNOW ALL MEN BY THESE PRESENTS,that I,MARGARET McLATCHIE
KERR alias MARGARET ~KERR alias MARGARET KERR.,a single person,
of the Borough of Charleroi,Washington County,Pennsylvania,
do hereby make my Last Will and Testament,and revoke all Wills
by me at any time heretofore made.
FIRST:I direct the payment out of my estate of the expense
of my last illness and funeral.
SECOND:All the rest,residue and remainder of my estate
of whatsoever nature and wheresoever situate,I give,devise
and bequeath in equal one-half (1/2)shares unto my two (2)
cousins namely:ISABELLA ~ANDERSON and rtW.RGARET h NAYLOR nee
.ANDERSON,to have and to hold the same unto them,·their heirs
and assi~p's forever.
THIRD:I nominate,constitute and appoint MARGARET A.NAYLO ,
Executrix of this my Last Will and Testament,and I "direct that.
she shall not be required to enter security in any jurisdiction
in which she may act.
IN WITNESS WHEREOF,I have set my hand and seal to this my
Last Will and Testament,this 20th day of August,One Thousand
Nine Hundred and Sixty (1960).
Signed,sealed,published and declared by Margaret McLatchie Kerr
•
the above named testatrix,as and for her Last Will and Testament
in the presence of us,who at her request,in her presence and
in the presence of each other,all being present at the same time
have hereunto subscribed our names as witnesses.
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Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
J
W4SHINGTON',..".......................................................................................
IMPORTANT:This return mus t be completed in detail and filed in duplicate,with will attached,with the
Register of Wills of the County wh~re decedent resided;~eturn is due w~thin one sear after
date of death,unless an extension is granted by the Secretary:.of.Revenue.(~ection 703 of
the Inheritance and Estate Tax Act of 1961.)
.IN THE MATTEKOF TIlE ESTATE OF .}:,..AFFIDAVIT OFMargaretMCLatchieKerr..."..........................:~~.:~:~.~:~~~~···~i··d~~~riti········..··:·················:..·····;~
Late of County ..'
,PennsylvaniaStateof.,.,:}ss:
County of ..w:~.~ht~gt..Qn _..
..............................................................~.:r.:g~}::~.~~.~N~.y::I,Q:r..
~161 of the estate of 'the above-named.decedent being duly sworn.deJltose .and say :.
......·Eucutor
11OctoberDecedentdJed,..............
(Month)
Name and address of attorney or}
other authorized representative to
whom all correspondence should be ..
mailed,.
......,19.?+.........{'testate leaVing a last wi11._copy of which is hereto ~ttacli~d.}
(llay)(Vear).~'
Margaret A.Naylor..............,.........,.
....1~?S~~~~~~,..qha.!::I,~l"ot,Fa...
ExecutorThatassuch deponent is familiar with the affairs of said estate and the property con-
(Ex"cutor·Admini.lrawr)
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,~ith right of access by another as agent
or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS'SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
NONE
That t,he contents of said safe deposit box or boxes are i temized unde~Schedules Nil..of this
return,with the exception'of the following,'for the reasons hereinafter set forth:
That Schedule A attached hereto and mad~part hereof s~ts forth fUlly and in detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbranc.es upon each parcel of real property at the date .of death,giving,
the amount still due at death,name of mortgageei.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 fUll'y 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 0 ther ins titutions,whether individually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death
in all other cases;all bonds,postal saVings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designated as tax free,of the United States,or any state,or political subdivision 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 mortgae;es held by decedent andof all claims due and.owing decedent
at the time of death,and all promissory notes or other instruments in writing for ~he payment of money
of'which decedent died possessed,of whatsoever nature,with interest thereo~,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 policies 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.thedate 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 the~e 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 charac,ter 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 t~ke effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to Whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a 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 jointly,by the Will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nat~re 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'swill,'if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such iSSue to the beneficiary.
That Schedule E,attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,incl~ding intangible~standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the v~stiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fUlly and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including fUneral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fUdiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or ~ravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts,and claims OWing and unpaid at time of
death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,
have been carried forward and properly registered in the Summary.
'~A~i~~'~'"''''''''''''''
. ·/...!7 ~&,,,.
(Street N1Lmb~"~..~,,.~",".
(City or ToWn and State)
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.
Subscribed and sworn to before me this ...!t?..~,
______',.....#,f ..~192L
.....,..~d,~,d~,."",.
BOB A.FRANKS Prothil~Dtal1i
My term expIres First Monday.'Jan.:1978 ,
--------------------------------------------,
,
,RCC-3~(1/-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMEN'T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
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 "E".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 wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to 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 spoce)to be listed on Schedule "F"and must not be deducted from this schedule.
NONE
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.
,Eel:-05
,:\'
COMMONWEALT~OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS;This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly wi~h ,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.Savi~gsBonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administ~red 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,i.md in bank,
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~ndistributed
estate of or income from any property held in trust under the will or agreement of anoth~r,'even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
No.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
ITEM
List and describe fully
Household goods -furnishings
First Nat tl Bank &Trust Co.,Washington -Savings
First Nattl Bank &Trust Co.Washington -Checking
First Nattl Bank &Trust Co.Washington -XlJlas FU!l~
West Penn-Power Co.Fed.Cr.Union
Final accounting -West Penn Power Co.
(sick pay,accrued vacation -death benefit)
Boro of Charleroi -Garbage assessment refund
George Hott Agency -refund fire insurance premium
Connecticut Life Ins.Co.-reimbursement medical
expenses
Refund Federal Income Tax
UNIT
VALUE
~
MARKEr VALUE
5ao.oo
5,112.28
2,231.93
511.25
2,502.25
1,225.70
11.50
14.00
94.65
71.77
DEPARTMENT VALUATION
(Do not write in
this space)
s go,0 e
~11cJ..~f
~,?-31.9.3
6-/1.~J
;",rd;J.,~J
1,;;J..;J.J....,7°
1/.J-a
/£/,"/)
7~,,,/'"
7 I·7 7
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X Nr1;)../Ss-'~-.3--3
()'{\.07'-J:
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RES IDE~T DECEDENT
SCHEDULE "c"
TR.ANSFERS
(1)Did decedent,within two years of death,make any transfer of any material part Qf his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)~O
(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)--:N;.:.o"'--__
(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 health 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)__~N~O~'_
(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)~N~O~_
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(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 others _
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)~N~o~'_
(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)No
(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)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
,Bee"'3?'(12-63)
COl\ll\IO~WEALTH 'OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Isabella M.Anderson Cousin Yes 12-7-1926 Half
728 Fa1~owfie1d Ave.,
Charleroi,Wash.Co.Penna
Marl;!aret A.Nav10r Cousin Yes 6-16-1917 Half
117 State Street
Charleroi.Wash.Co.Penna
\
h
Deponent fUrther says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
None
=======--====------------------------------------------------------------------------------~~-----------------_.._----_.__._--_._----------
:\IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Will
Administration t No.
P.I<THE
Year ....
(Executor-Administrator
must complete "As
Reported"column #1.)
C1 >-3 "t:i ~........(1)(1)0 ~....e:..til ::l til
til til 0
>-3 >+>::l "t:i(1)e:......
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trl (1)....
til ~
~'<:~~(1)
Deceased
Late of
County of
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
enc::
~~>-~.--....--....0-<:W en ennn?"?"::r
q ~;>•~--------
-00 -00 -00 -00 -00 -00
'/-',~,f\)>-,.:,.til~.>.\;"A
~.--...:IJl :V\\on :\J\(1)...-:.:.'5----'-oJ W ....\""J :W ~(1)c...
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.K.CL-;)8,.
COMMONWEALTH.OF PENNSYLVANIA
rHANSFEH INHERITANCE TAX
PiliSIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
nSTRrCTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly
wi th 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 tmder Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of Acquisition,Name I Unit
Address and Relationship of Co-Owners,and Place I Value
of Record of Instrument,where Rea!Estate.l .
NONE
percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
property Interest
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.
~:.
.!I
r-~~""D r-''''~:p.Co Q
"
~...."-..-...
.(
r'"'·~·"!
~
"
20.50
7.00
15.00
15.00
315
I}5 58 .00
76.44
5.40
223
727
92.00
80.00
57.96
585.00
1 25.00
11.07
216 6 1 .02 S
Z661.02 T
.00 T
580.00
5J11228
2,231.93
5 1125
450225
1225.70
1150
14.00
94.65
7 1 .7 7
12,355.335
21 661.02 -
9,694315
9,69431T
-~--~--~~~~-_.._---
-DEDUCTIONS ACLDWED "JFormRCC·IO .,,
f ,1_,'"THE S "l.~LI.tIOFFICEOFTHESTATEMENTOFDEBTSUMOF............$...........................',.
REGISTER OF WILLS fEB l'91,2ANDDEDUCTIONS
OF COUNTY ,~:!I,·R~~~AND AGENT OF THE COMMONWEALTH
.[P3-7/-)O~1 b1~A\JJD ((i)(..s~d '~Register of Wills.Agent
ESTATE OF Margaret M.Kerr LATE OF 402 Fallowfield Ave.,Cha,rleroi,Wash.Co~Pa.
DATE OF FILING APPRAISEMENT OATS:OF DEATH October 11,1971
,
,~./'
DA1'E NO.OF NAME OF PAYEE REMARKS AMOUNT
VOUCHs;"
-,
10-18 71 796)Register of Wills Office Probate Fee 20 50
stamps -:pz.OO
10-18 71 Cash Jack Navlor Exnenses trin to Washinllton $1).00 7 00
10-28 71 664 Rev.Francis Blair Funeral Services IS 00
will
HL?A ?1 hhh Bettv Sweenev Fee for witness verification of 1'i 100
11-1 71 668 The Vallev Independent Ad -sale of f'urnishinlls 1 1115lnterment:ree -Monongahela Cern.
11-10 71 2 Harold Schrock Funeral Home Funeral expenses -includinl!1,558 00
II-IS 71 3 Charleroi-Monessen Hospital Balance due on bill 76 44
11-18 71 4 West Penn Power Co.Final electric bill 'i 140
11-18 71 5 Columbia Gas of Pennsylvania Final gas bill 2 2)
11 _1 A ?1 6 Bell Telephone Co.Final telephone bill 7 27
12-21 71 7 Dr.V.W.Bair -Belle Vernon Services rendered 92 00
Pittsburgh,Pal.
12-21 71 8 Associates in CardiolollY -Services rendered 80.00
12-23 71 9 Montefiore Hospital Pgh.Balance due on Hospita.l bill 57 96
1_7 ??10 IMa:rs:r.<l :rAt A.1\T.<I171 n,.._Jh-~"'l1t:r;x Administration of Estate -fee 585 00
1 .?f\??11 Kurtz Monument Co.Grave Marker 12S 00
2-2 72 12 Pennsylvania Dept.of Revenue Personal State Income Tax 11 07
2,661 02
COMMONWEALTH OF PENNSYLVANIA }sa.?.l-
COUNTY OF Washington .
"
Margaret A.Naylor,Executrix HEREBY CERTIFY,THAT.TO THE BEST OF
MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENse OF
ADMINISTRATION SUBMITTED TO THE EST-'TE OF Margaret McLa.tohie Kerr DECEASED.AS DEDUCTIONli I"OR
INHERITANCE TAX PURPOSES.
SW0il/-Ar.SUBSCRIBED BEFORE ME THIS'./tfd -21t~r a,7&u14-t-/(L.5.)
DAY OP'(J
-'2,/'J4I.'1:J;',./'7 J)//J.gj.g C/../""J~_.~v -UUU H.S 1l""U'U 61
MJ term expires First Monday.Jan.,1976
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RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
MARGARET A.NAYLOR
(Executor~
IN YOUR REPLY PLEA.E
REP'I:R TO
38-218-4
j
In Re:Estate 0 f ...JM:uA~R.Iol.GL:AI.IJRI.1:Eu.'T'_.u.KE.L:I.RlJ.RL1..._4a~/wk'ol/:.o;al.----
_____W_A_S_H--:Il:.:..W=.;T::..;O:.:N~County -File No.6:3-71-108]
Dear MrS.Naylor,
You are hereby notified that the original
appraisement in the estate of MARGARET KERR a/k/a
has been filed in the office of the Register of Wills qf washin~ton
County on February 14 ,19~.Said appraisement reflects the
follOWing valuations:
Real Estate _
Personal Property __~1,2+.13~5~5~.3~3~---Transfers _
Total --------,--1.....2~,..,;I3L;.15.;,l5...J;;l,,3;l-----
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 (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Title
Da te F-=e-=b.::..r~ua:;:;.ry::..sL..-=1.4='r........::l=-.:9;..L7=2~_
DATE OF DEATH:October 11,1971
Note:This is not a bill.
Signed __-..:FRA..a.w.uN.l.I.CESoIOIloL....I1I.I.lE,;aO"--_
CHIEF APPRAISER.
!
RCC-39 (5-68)
·'....
~t
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Es tate of~KE~RR=-__~MAR=:::::G::..:A::.::RE=..:T::::...".:..:M:.:..__..;::a:L/=..::.kL.:./a::::--__DATE OF DEATH
(Last Name)(First Name)(Initial)
10-ll-71 FILE NO.63-71-1081
REPORT OF INHERITANCE TAX APPRAISER
February 14,1972Dated:-_...;;......:==-==ot..~=q..-""~""--_
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".
~~X~'SERf'U~n~
REPORT OF THE REGISTER OF WILLS
Dated:~l $.j~UR~SSI:LL rv'liUdNO
.'--"...-
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",)Yllich gr er or lesser amount represents the sum
allowed as a deduction."
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$-------+--
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)
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $-+__
Tax on $-4-__
Tax on $---------4---Tax on $..,....-_-+__
Tax on $---"'"""'"'",
Exemptions========t===
Total Estate I--_
TOTAL TAX
COMPUTATION OF TAX
$-------+--
$------~--
$-------+--
$-------+--
$---..L.f-l1J'Io.."~~;J,-+.....I'...;l~_
$l-.-_
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death :::::::::::::::t===
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
_____to $------
AMOUNT OF ESTATE TAX ASSESSED $----<L-
Estate tax paid $--IL-
BALANCE DUE $---_~~
Add interest at rate of 6%from t=
------lto-----$------1
TOTAL TAX BALANCE $------I
PAID $-1
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will l N
Administration ~o.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
MlmGARET ~Cl./lclCl
Deceased
Late of CH.A~O:I:.
County of ..WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
t'unn ~CC-2 I
COMMONWEALTH OF'PENNSYLVM~IA DATE .......f..e.b.r.uary....14.,.....l9.7~................
.-.D$PARTMEl'~T OF REVENUE RESIDENT INHERITANCE TAX .......WA$.HINGTQN..............................COUNTYBUREAUOFCOUNTYCOLLECTIONS ...........
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•...63.~71=108L..............................,..,.....,
Whereas,.............................................)¥!~~p~f.....M..~....~....§.!~!9.:........................late of ........................9..~.~q.~......................................................
in the County of .....................................rJASHING.TON.................................................................Commonwealth of Pennsylvania,having died on
the ....................llth..............................................................day of .............G.ct.aher.........................................19.....71,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...........................F.RANC.ES...LEQ....................................................................,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 AppraisementDescriptionofAisetValuesMadefol'InheritanceTaxPurpoles
$
PERSONAL:
SEE COPY OF SCHEDULE "Bit ATTACHED TO APPRAISEMENT 12.'355 T~
"
form~~~hbl::::I:;':'W<>l"Il~e<:ot~::~a~o~~~:~cer:~~:~~i:;~c??
Appraiser
...................................................................................................,........................................................
(Number and Street)
..,................................~..~~.............................,Penna.
(Poat.mee)
.........WASHINGTON..County
•
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
}1flJ.?G.AmIT KE.:Im g,/k/a .
Deceased.
Late of
...CHARLEROI .
Date of Death,1~.ll~7~...........
Appraisement Docket Vol.,J.B ,.
Page,?+.$~4.:No 63.~7~~~Q81 .
Filed in Register's 0 ffi.ce,..:r..~~..·Y!:19 7?
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,,
Wrote abo.ut A ppra-isement,,..
Appeal f,.om Appraisement,,.
Entered and charged,.r