HomeMy WebLinkAboutOC1971-1101 - ESTATE OF MCBURNIE..
RCC-81 (6-71)
..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Oivlsi'on
j
In Re:Estate of _'_'_1I l MO_._..~_._..._*_._
County -Fi Ie No.63-71-UCl
Dear itt'.Kc8uml~!
You are hereby notifi,ed that the-tl"tl'ao'ai:"tr.n<;"tm.DG-',~r-'~_....'~',1~"'";:;;0'.....h.----------. . h f '~;J.4 ~~UOi"iU>.appraisement In t e estate 0 ")'ss}>'1~<~)ft
has been filgg in the office of the RMister of Wills of_'_'_""'_U_{;)----,-,...---__-:-_
County on noV_belt 22,),llf_T.·_'_,Said appraisement reflects the following
valuations:
ReaI Estate ---::;,...-,,;-:-;;;--:'-;;--_
Personal Property l:::·.•!!..I,..:..'#..:.;+'~·.::..:!t):..:'':..-'_
Transfers _
J 0 inti y Owned ---.._.."......~...--------
Total 1~;'_.-'-~J_1i..~9_.60_,_·_
As to such tax that is paid within three months from date of death,a five (5%)
percent discount is allowable.As to any tax that remains unpaid after nine (9)months
(fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive;
and twel'ie months when death occurred prior to December 22,1965)from date of death,
interest at the rate of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as provided by law.
Signed~C\v~mh~:r ~2*lmDate _
Note:This is not a bill.
c~<'=~~2td~~,
Title _Pr_·_.at'l_W_6_$_Le_O_._,_A_~_._"11_."_'_11_•._
..
RCC-~9 (~68)."COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TA~/.t7
RESIDENT DECEDENT c7~
SUMMARY·
(Initial)(First Name)
Estate of__M_c_B_lR_N1E_,_'R:_LL_I_M_~DATE OF DEATH9~/'--J7!JL1..L71~__FILE NO.6]-71-1l,Q]
(Last Name)
REPORT OF INHERITANCE TAX APPRAISER
WASHINGTONI,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each i tern in the last column to the right in Schedules "A","B","C",and "E".
NOVEMBER 22,1971
REPORT OF THE REGISTER OF WILLS
..,
Dated:NOV 23 1971 RUSSELL 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.
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
VALUE AS REPORTED VALUE AS APPRAISED
$=='l";-9li9;~$+-_
INSOLVENT
VALUE AS REAPPRAISED
$I
.C 0 T
.C 0 T
.CO T
.00 T
Valuation of life estates or
annuities .
ESTATE TAX ASSESSMENTS :===t=.1 O.C 0
12S':::C
FOR USE OF REGISTER ONLY
Tax on $-;__2%
Tax on $@
Tax on $5%
Tax on $10%
Tax on $15%
Exemptions *
Total Estate --I-__
TOTAL TAX
COMPUTATION OF TAX
$---------+---
$--------+---
$---------+---
$-------+--
$-------+---
$--------'----
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::~~~t===
BALANCE OF INHERITANCE TAX DUE $L
Add interest at rate of 6%fro~_____to $---.J
AMOUNT OF ESTATE TAX ASSESSED $------IL-
Estate tax paid $--Jl-
BALANCE DUE $----~~
Add interest at rate of 6%from L
-------1to-----$--------<.
TOTAL TAX BALANCE $-----~
PAID $....J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
/
Will
Administration t No.
IN THE
year .
I '
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
"~elma'I.~~Burnie..Deceased
.."
Commonwealth of Pennsylvania'
County of
Late of .{$tQRkdale .
Washington
REPORT AND APPRAISAL
"
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NTY WASHINGTONcou,.
FILE NO,9.~.::7.+::g.9.;4..
,~"-Fonn 'RCC-'2
DEPARTMENT OF REVENUE
Jll!JtEAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 1Z7
..
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE NOVEMBER 22,1971
Whereas,y~.~~.~}~~.~~t:l~~:late of ~~.?:.~~~~..
in the County of Wae.h.ingt.Qn ,Commonwealth of Pennsylvania,having died on
the 7t.b day of $.~m1:-.~mP.~.r.19.7+.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore I F:r.anc.s Leo an appraiser duly appointed according to law,,..........................................................................................,...............................,,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unll Appralsemenl
Description of AlSet .Values Made for Inheritance
Tax Purpoles
RRAT.E~'T'ATF.$
None1
PERSONAL
See copy attached to appraisement 1,"949.l:IJ,
,I I
I
,
r-
..
fonn~;~fh b~:~:~:,w<>rl1~~~ng~m~:'~a~o~·~:~cer.~~~pp~n.;:;3~n.:
·..Jc..4:~r;t~9J::;d~
......................................'r.....................t ..oiii;,,·i..j·........··..·..........,Penna.
RESIDENT INHERITANCE TAX APPRAISEMENT
Deceased.
Received,.
I•
I ,
rfl
..............CountyWASHINGTON
Late of
DEPARTMENT OF REVENUE
......V~lma ..I ......Mc.Burnie.
Stockdale
Estate of
Date of Death,s..~Pt.t:;lJIJP.~.:r.7.1.:J:.:9p-.
Appraisemel!t Docket Vol.,~,.
Page,e!:.0.3..'!..=..7 No.9.J..~.7;},.~;},J,Q~.
Filed in Register's Office,19 .
Amcunt of tax due,$.
Examined and Approved,.
Appeal fl'om Appraisement,.
Entered and charged,.
Wrote abo.ut Appra.isement,.
>Fo'.m :;;Io,\RCC·62 (6-70)THIS FORM REQUIRED IN ALL ESTATES WITH GR9SS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 16.1961.I
EFFEcr'IVE ,1A.NtTARY 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED).J
OFFICE OF THE REGISTER OF WILLS
County of 'ttY<;\?h tJ;19,t ~p..
...,~~.l.~~?-~.~.~~l;l!.~~~'of .~~.~.~.~~;?Y~~~.~~.'.'~~'~'?~~~~~'".~.3:~:.
(Name)(Addreu)
being duly ._S.W.QJ;:D.••••••_.._ _..according to law,deposes and says that he is the__.:h~t.<?-~_x:!!§.}]::t::_..~~g.__§:t:1.~Y..~y.~~g..(Exec"Adm.,Lega=.Etc,)
widower .of the estate of_..__y~_1ID.?,..J..~__Mg~.\l~g;J,,~.,__.whose last residence was _.._;?_~§__.~9_~.__~:t_!.,....._.
(No.)(Stteet)
...§.'!.?-~-~~~}~_?__.~~.~..____.deceased,and that the whole of the estate of said decedent,who died .§_~P_!:_~_..?_L.!:_?.z!-
(CitY,Borough or Township)(Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT.
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
None 0
~,-
,I
,.(~
.
'.
Personal Property
Award from the Estate of Rosetta Lanham Kerr,a/k/a
Rosetta Kerr,a/k/a Mrs.Charles B.Kerr,deceased,
at No.63-71-602,bv Adiudication and Decree of the Court
of Common Pleas of Washington County,Pennsylvania,Orphans'
r,..,.",..+n;n;C';,.,.,.,rlatpn October Ie)le)71 to the Estate of
Velma I.McBurnie -1/5 balance tJ,JI-$1949.60
!/I
d1.Q~)
.
NOTE:You may expedite the processing of this return by filing with it,and as a part of the return,
letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the
decedent as of the date of death.Such letters must be signed by a responsible officer of the financial
institution or mortgage hvlder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account,account number and the exact name or names in
which the account is registered.'
..,
Jointly Held Property
None
-------------------------------------
Transfers within TWO YEARS Prior to Death
none
J ..,
Estimated
Value
"-.~'~----
.
0
That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of
another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
None
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
BENEFICIARIES
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
-.
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR "INTEREST OF(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent or othetwise,in estate.)are involved,set OR NO,AT DEATH OF IN ESTATEforththisfact.)DECE;.DENT
.-.William McBurnie
388 Bow Street
Stockdale,pa.Husband Yes Whole
RESIDENT DECF;DENT
.~....
DEBTS AND DEDUCTIONS CLAIMED
NOTE:L~firstfive items in the spaces so provided,observe notations thereon,and instructions..~DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
iKEGISTER ONLY
Eckert Funeral Home Funeral expenses paid $1453 50 $)J/.,.!,J ..s()
William McBurnie 1000 00 /tJo ()00
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses •(Estimated)10 00 ,0 tJ 0
Howard F.Carson Counsel fees •125 00 /J ,r On
Fiduciary commission •
OTHER DEBTS AND CLAIMS
(.)See Note below
I
I
Total 2588 5()-s-f f -S""t,,-
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater
or less than the estimated amount claimed and allowed.'..
Subscribed and sworn to before me this .?~........'~'.~.~(Executor-Administrator)
..November 71........................day of ,19 .
..........~1:4-.~..(t.~M.~~q~~~....~~1!Rb:2:Ul~~~(My Commission Expires re..
ltAarleroi,Pa.Washington County
.)~?.~<;>~..$:1::~,..(Street Number)
Stockdale,Pa...................................................(City or Town and State)
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this
...':4.~~day of ..~~,19..[/.\/:)
...........~~./.~~~.
/Appraiser
In the event th~t any future interest in this estate is transfelTed in possession 01'enjoyment to collateral heirs of the decedent after the
expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer·inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF ~~GIST OF WILLS
I,the undersigned duly elected Register of Wills in and for.~Cf'..'~'..•... ..County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by depo ent e c pt as to tho items where a greater or lesser amount
is set fort~in the last column to the right in said,schedule above,which greater or Ie er Jmount repre ents the sum allowed as a dedu~tion.
Dated:.NOV.·23 ·197.1.RUSSELL MARIKO...................~l.\..MA~......•.Register of Wills
t
I'
Form No.RCC-62 (6·70)
Will /-1
Administration lNoV'-7/-110
I...........Year ..........
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Velma I.McBurnie............................................"..
Deceased
Late of Stockdale.. .......... .. .. .. ..~.... .............. .. .... .... .. .. .. .. ........
County of Washington...........................................................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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Howard F.Carson
. ,
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
In Re:ESTATE OF VELMA )
I.McBURNIE,
Deceased.
)No._
)
PETITION FOR SETTLEMENT AND
DISTRIBUTION OF ESTATE OF LESS
THAN $5,000.00 UNDER PROVISIONS
OF SECTION 202 of the FIDUCIARIES
ACT OF 1949,AS AMENDED.
TO THE HONORABLE p.V.MARINO,
PRESIDENT JUDGE OF THE SAID DIVISION:
The petition of WILLIAM McBURNIE respectfully represents:
1.That he is the surviving sui juris widower of Velma I.
McBurnie,who died September 7,1971,a resident of Stockdale,
Washington County,Pennsylvania.
2.That said Velma I.McBurnie died testate,she having made
her Last Will and Testament on September 22,1967;the original of
this Will is attached hereto,made a part hereof,and marked Ex-
hibit'~".Paragraph II of the Will names your petitioner as the
residuary legatee,absolutely,conditioned only upon his surviving
the decedent.
3.Decedent was survived by two children,namely,Dennis
McBurnie,and Ardeth ~cBurnie.The provisions for said children
las set for~h-in said Will have been abated because your petitioner
survived said decedent.
..{
4.That at the time of her death,the only assets belonging
to the decedent was a one-fifth interest in the residuary estate
of Rosetta Lanhem Kerr,a/k/a Rosetta Kerr,a/k/a Mrs.Charles
B.Kerr,deceased,which was determined by the Court of Common
Pleas of Washington County,Pennsylvania,Orphans'Court Division,
on October 19,1971,by its final Decree of Distribution to be
$1949.60.
5.The Will of the decedent has not been offered for
probate and no administration has been raised.
6.That your petitioner was a part of the decedent's house-
hold at the time of her death,hence he is entitled to and claims
the Family Exemption in the sum of $1000.00.
7.That the decedent was not employed at the time of her
death,and no salary,wages or accrued pensions payments were due
her or have been received by your petitioner or anyone else,since
her death.
8.That the assets enumerated in Paragraph 4 are in the
possession of Alberta M.Knaell,Administratrix of the Estate
of Rosetta Lanhem Kerr,a/k/a Rosetta Kerr,a/k/a Mrs.Charles
B.Kerr,deceased.
9.That decedent was not indebted to anyone at the date
of her death and your petitioner is committed to pay the expense
of her burial,and a photostatic copy of said bill is attached
hereto,made a part hereof,and marked Exhibit "B",and there
are no other creditors or parties interested in decedent's estate
of whom your petitioner has knowledge,except the Commonwealth
of Pennsylvania,entitled to Inheritance Tax on the net taxable
2.
,.
balance of decedent's estate.Petitioner contends that there
is no such tax due after due credit is given for the Family
Exemption and funeral expenses.
10.That your petitioner has filed with the Register of
Wills of Washington County,Agent for the Commonwealth of Penn-
sylvania,in the collection of transfer inheritance taxes,a
true and correct Report and Appraisal of the assets of which
decedent died possessed,and Statement of Debts and Deductions,
(RCC-62),both of which have been approved by the appraiser for
the Commonwealth,and the decedent's estate has been determined
to be insolvent,and therefore,no inheritance tax due;
determination is attached hereto and marked Exhibit "C".
said
11.That there accordingly remains ln the decedent's estate
a balance for distribution in satisfaction of the Family Exempt-
ion and for the payment by your petitioner for the expenses
set forth in Paragraph 9 -$1949.60,being the award set forth
in Paragraph 4.
12.That in addition to the credits set forth ln Paragraph
9,your petitioner is paying for the attorney's fee for the
preparation and presentation of this petition and the allied
filing costs.
WHEREFORE,your petitioner prays your Honorable Court to
direct dist~ibution to him of the assets remaining in the deced-
ent's estate,as shown in Paragraph 4 hereof,in accordance with
the provisions of Sections 202 and 211 of the Fiduciaries Act of
1949,as amended.
Howard F.Carson
Attorney for Petitioner
3.
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C'p"•.:~
"
COUNTY OF WASHINGTON )
SS:
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Notary Public
Commission Expires:TARY PUBLIC
.CLARA ALLISON .NO .75
M Commission Expires Feb·23.19 .
Y I 'Pa Washington.CountyC)j1"a[er01".
.~...~
i:
!!Before me,the undersigned authority,a Notary Public
I!Iin ln and for the aforesaid Commonwealth and County,personally
'\II!:appeared William McBurnie who,being
H"ilq
II first duly sworn according to law,deposes and says that the
;I.
,jl!averments contained in the within Petition
'!.'~.j~i are true and Correct.
q
"!i;1
iIidI·n 0"nJ Sworn and subscribed
;jbefore me this dhk
)l:~.day o£22~,1971.
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I,Velma I.McBurnie,of the City of Stockdale,Commonwealth
of Pennsylvania,do make,pub~ish and declare this to be my Last Will
and Testament,hereby revoking all wills and codicils at any time
heretofore made by me.
I.Directions As To lV "Debts And Remains
I direct that my funeral be conducted in accordance with
the wishes of my husband or if he predeceases me rrry children and
that my burial expenses,last illness expenses,estate administration
expenses,as well as all taxes arising out of my demise or due to
any gifts or benefits passing hereunder and all my other just debts
be paid from my estate before any distribution is made.
II.Dispositive Provision
I give,devise and bequeath my entire estate,both real
and personal,owned by me at death and not as tenants by the entireties
to my husband,William McBurnie,if he survives me by 30 days or in
the event that my husband does not so surrive me to my children to
be divided among them.equally per stirpes.
III.Minority Provision
In order to avoid court proceedings for the appointment
of trustees or guardians for minor beneficiaries,my Trustee -
Guardian For Minors appointed in Section IV below shall retain any
minorIs share under the above provision,shall use from.time to
time so much of it and the income thereof as he thinks proper for
the minor's support and education (by paying bills directly or
paying amounts to the minor or to any person taking care of the
minor),shall invest any surplus until it is needed,and shall pay
the remaining balance to the minor when he or she comes of age or
to the minorIs heirs under the Pennsylvania intestate law in case
of death during minority.
Exhibit "A"
.-.
( • I ..
IV•Appointment of Trustee -Guardian For Minors
In the event that my husband predeceses me and my youngest
lawful living child has not attained the age of twenty-one (21)
years or should there be other minor beneficiaries at the time of my
death,I appoint Veremae Aldridge,presently residing at 143 South
Irvine Avenue,Sharon,Pennsylvania,as Trustee -Guardian For Minors.
Should Veremae Aldridge be unable to so lerve,I appoint Alberta M.
Knaell,presently residing at R.D.No.7,Gibsonia,Pennsylvania,
with the same powers,duties and discretion as if originally appointed.
IV Trustee -Guardian For Minors shall not be required to post any
bond.
V.Appointment of Executor
I appoint my husband executor of this my IBst Will.
Should my husband predecease me,fail to qualify or cease to act as
such during the administration of my estate,I appoint Veremae
Aldridge to act as such with the same powers,discretion,etc.,as
if originally appointed.Should Veremae Aldridge be unable to so
serve,I appoint Alberta M.Khaell with the same powers,duties and
discretion as if originally appointed.IV executor shall not be
reqUired to post any bond.
VI.Powers of Executor and Trustee -Guardian For Minors
In addition to powers granted by law,my executor and
my Trustee -Guardian For Minors,if such is appointed pursuant to
Section IV,shall have the following powers with respect to both
principal and accumulated income and such powers shall continue until
distribution is actually made:
A.To sell at pUblic or private sale,to exchange,
or to lease for any period of time,any real or
personal property,and to give options for sales
or leases;
B.To compromise claim.s;
c.To accept in kind,retain and invest in any form
of property without being limited to legal
investments;
D.To allocate any property received to principal or
income regardless of Whether such allocation
follows the rules of trust accounting.
In witness whereof,I,the said Velma I.McBurnie,have
to this,my Last Will and Testament,contained on this and the two
(2)preceding sheets,set my hand and seal,to wit my hand to the
two (2)preceding sheets and my hand and seal to this last sheet
this Jt6nL day of ~~,A.D.,19qp.~7
Signed,Sealed,Published and Declared by the above-
named Velma I.McBurnie as and for her Last Will and Testament in
the presence of u~,who at her request in her presence and in the
presence of each other,have hereunto subscribed our names as
witnesses.
2
3.
.........-,,6t.
-.LL~..-.c....r~-t0-..-~-,---/~
-=r -
\._---,1_1-_1_--19-7_1............__-119__
William McBurai.
388 Bow St.,
Stec~:11e,Pa.
RUTH'AND EMIL ECKERT,FUNERAL DIRECTORS
1008 FURLONG AVENUE ROSCOE,PENNSYLVANIA
FWlenill E penses -wife -Volma IrOl1.e Me uraie
Casket &Pref.Services 975 00
Cemotcry Chlilrges 158 80
Air~.~l Vault 275 GO
3 Cepies DOliltk Certficat.6 80
Dress 47 50
Total 1453 50
,------I----l-------------fl----+--H-----+--
Exhibit "B"
RCC-Sl (6-71)
COMMONWEALTH 0F PE~NSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
WUUam KcBum1e
(Executor or Administrator)
In Re:Estate of Velma I.MoBurnle
'.
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
__W.~A_SH_.I_NG_T-=---O....:..N County -File No.6.3·71-1101
Dear Mr.KcBum1,.·.
You are hereby notified that the_,!I'=t'r=::::,..--o...r1g1na1--=;g':="ft:'::::'=.-=----------
appraisement in the estate of ViJJiJ.i 1.HC~
has been fil!!.d in the office of the R.t9ister of Wi lis of__u_!itng ,_n _
County on NOvember 22.."191_~:_,_,Said appraisement reflects the following
valuations:
Rea I Estate .,-----,--------:,--_
PersonaI Property__~1:L.9.e.·#~'v,.!..!!60~_
T ransfers _
J0 inti y Owned ~-,----__",__~-----
Total 1=',~"____'.9~,.'~,.:....c60=._
As to such tax that is paid within three months from date of death,a five (5%)
percent discount is allowable.As to any tax that remains unpaid after nine (9)months
(fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive;
and twelve months when death occurred prior to December 22,1965)from date of death,
interest at the rate of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as provided by law.
Date _1_o_y,_eJDb_"_e_I'_22_,_"_l_m_"_"_
DATE OF DEA'l1l#September 7,J.:971
Note:This is not a bill.
ESTATE INSOLVENt
Exhibit "e"
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11/3/71
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA.
ORPHANS'COURT DIVISION
In Re:ESTATE OF VELMA )
I.McBURNIE,
Deceased.
)No.l,3-7/-1/1J1
)
DEC R E E
AND NOW,this upon
consideration of the annexed petition and pursuant to the pro-
visions of Sections 202 and 211 of the Fiduciaries Act of 1949,
as amended,the Court Orders and Decrees that the following
asset of the Estate of Velma I.McBurnie,Deceased,be hereby
awarded to William McBurnie,to reimburse him for the funeral
bills in the sum of $1453.50,in payment of the Family Exemption
in the sum of 51000.00,and the costs of this proceeding in the
sum of $135.00,all aggregating $2588.50:
Award from the Estate of Rosetta Lanhem Kerr,a/k/a
Rosetta Kerr,a/k/a Mrs.Charles B.Kerr,deceased,
by Adjudication and Decree of the Court of Common
Pleas of Washington County,Pennsylvania,Orphans'
Court Division,dated October 19,1971,at No.
63-71-602,to the Estate of Velma I.McBurnie,-
1/5 balance -$1949.60
THIS DECREE shall in all respects have the same effect as
a Decree of Distribution to be made by a personal representative
and a certified copy hereof shall constitute full authorization
to effect the transfer and payment of said assets to William
McBurnie.
-
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~3-1/--IICJI
IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY,PENNA.ORPHANS'COURT DIVISION
No.
IN RE:
ESTATE OF VELMA I.
McBURNIE,
Deceased.
PETITION FOR SETTLEMENT AND
DISTRIBUTION OF ESTATE OF LES
THAN $5000.00 UNDER PROVISION
OF SECTION 202 of the FIDUCIA~
IES ACT OF 1949,AS AMENDED.
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15.022
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