HomeMy WebLinkAboutOC1971-1110 - ESTATE OF JONESRCC-Bl (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
JANE E..TONES &lOTS S..TONES
(~
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
j
In Re:Estate of SADm c.JONES
l>lASHINGTON County -Fi Ie No.63-71-1111 _
Dear Ladies,
You are hereby noti fi ed that the-----'OloJ,lr~il.fgol,.iiJu.'lajj;;l~l~----------
appraisement in the estate of SADIE C.JONES
has been fi led in the office of the Reg ister of Wi II s of ltlASHTNGTON
County on NO'lanber 3 '191L,Said appraisement reflects the following
va Iuations:
Real Estate _
Personal Property _
T ransfers----------'1...,;;.J3~3J..,•..,;J~J~---
J0 int Iy Owned ----.l1!o.1o-.)d3f::')3~3-.r.3~3'J-----
Total --------.l:~2~,_o66oc6;).".,o60_6----
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 _----"'N""'o!..ll.V....emb.........,e....rL.....,J,..,,'-"'-J+n{..1~---
DATE OF DEATH:l-fay 1,1971
Note:This is not a bill.
Signed _-----!r~1A~D!:EL~INEilb!.-;-JF.:...,;Iy;NNllIoJI..,I,;EYI.I.....-_
Title APPRAISFR I
..
.-RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
U~f)
Estate of JONES
(Last Name)
SADIE
(First Name)
Ca DATE OF DEATH 5-1-71
(Initial)
FILE NO.63-71...J:Q6tt-
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_~W.~A:=S~H!!:IN=G~T~O~N~_
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E".
Dated:_---=ri~~o:...:v:....:em=ib.::;er~3~,~1~97...!....:::1~_
'))~/...J
)LUGLJ.0/L'~"'dI /_...--6 .,.-';:J
INHERITANCE TAX APPRISER r
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for \'lASHINGTON 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'',whic eater or lesser amount represents the sum
allowed as a deduction.
Dated:_N_O_V__4_19_7_1_RU_S_SE_L_L_MA_R_INO
...
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$-------+--
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 estates or
FOR USE OF REGISTER ONLY
Tax on $-:-;;;;,....-:-:-;;;;:-+::=-_2%
Tax on $ll.l90 80 Gi:)
Tax on $5%
Tax on $10%
ThXM$1~
~~ptiMs *
Total Estate -4-__
TOTAL TAX
COMPUTATION OF TAX
$-----=:-+...,....,.,-$...::6.L-'7:1"'-+=L.L~15
$-------+---
$-------+--
$-------+---
$------_1-.--
(*)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%from L
AMOUNT OF Et;TATE TAX ASSESSED $------lL-$--------'
Estate tax paid $L-I
BALANCE DUE $--.JL-
Add interest at rate of 6%from
to $-~LTOTALTAXBALANCE$------1'
PAID $---'
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 !...No.AdmInistration
IN THE
Year
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
SADIE-C.·JONES···.Deceased
Late of ..EAST .\'1ASHINGTON ...···
County of \'1.A.SHINGTON.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.'
(..
-
Fonn RCC-2 ~.
COMMONWEALTH OF PENNSYLVANIA DATE October 27.
.,'~"..··········......·....·....·......·..........··......·........1-97-1·....·······.........
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX.COUNTY .....I~ASfII.NG.T.ON ....................................BUREAU OF COUNTY COLLECTIONS ..
HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO........6.3""..71.."'......1.0..6.7..............................
Whereas,.............................s.AD..IE.....C...,.....J..Q.~.s...............................................................late of CALIFORNIA.............................................................................................................,.
in the County of ..................................WASHINGT'O'N............................................................Commonwealth of Pennsylvania,having died on
the ....................flr.,s.t........................................................day of .........,May.........................................................19...7.1,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,Y,........................................·MADELI-NE....·FINNEy............................·,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
$
'T'RII N~k'fi'PO-•
Cl"li'li'f'f"I()V nr:\"(',,/1'-
_.
'1'f"I I.DOD /I TC"l<'J."""l'T'1.'3'3'3 33......-
.l'TI tmT n •
~F.R ("'.{)PV ()Ti'I H "RII ATTAf'tmn 'In APPRfl.T~:m.niJ\JT ll-~~~~~
total 12.666 66
.-
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 .............................../............................day of ............................................c.....................................:..",...........................:.........................19.....1../...
.................................................................."......~E......................../................................,..........~..)
/Appraiser '
..................................................................................................,........,......................................................
(Number and Street)
....................................:........../,:............/................f..J..!...!.,.....................................,Penna.
(Post/omee)
····.·ii··JtlASHDIGTON ...County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
....SADIE.C•..JONES............
Deceased.
Late of
............EAST WASHn~GTON...
Date of Death,5-l-71 ~.
Appraisellle/lt Docket Vol.,J...
PageP</:?-::..Z No 63-7l~1.jfJ .
Filed in Register's OfJi.ce,...N.ov.anber..,319 ...71
Amount of tax due,:fj .
DEPARTfdENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,..
Entered and charged,.
j
c·
I•<
r~
Form RCC-33
RESIDENT DECEDENT
to J -7/-I/;I PJ
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF ~A~~~N.~rQ~..
and say
IMPORTANT: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
the Inheritance and Estate Ta.x Act of 1961.)
SADIE ..CI~::EN:~.~.:O~~E ES~.~~.E.~F }~:.:::OF DAUGHTERS
(State full Mme of decedent).ft~~'ft"...._
Late of ~.~ih.igg~g~~.of ..C.a.~if~:n..~.~.~..County XRlKlCSI.mOU'Ha:
Stllte of PENNSYL.vAN.IA }
ss:
COD.nty .of WABHIN.GTON .
Jane B Jone.s and ..Lo.i.s.S J.one.s daugh.te.r.s.Q£~
~flIiKXXXX:lGil~~.the above-named decedent being duly sworn.depose
Decedent dJed M.ay:.........
(Month)
....1..,...............•19.7.1..1 ItX«OEJOX«ilCiXXX«XmacXUXJCKOOXJUClG:X«aOCtDDt:Dt }
(llay)(V....r)Lintestate .
Name and address of attorney or}Patrono,Ceisler,Ed\'la.tds &.J?.e..t.tit,SO East.Ches.tnu.t ..other authorized representative to
whom all correspondence should be Street,Washington,Penn$ylv~1'l!.~.J$30J ..
mailed.
That as such ..4..ip.gb.~.~.r.$.deponent is familiar with the affairs of said estate and the property con-
(Ex"cutor·Administrator)j
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:-
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
Pi t'f'c:'L _1..N~1';nn~1 Bank .Jane E.Jones or DauQ'hters
('a1;~~.,.n;::l ....'lvania Lois S.Jones or
Sadie C.Jones
That the contents o~said safe deposit box or boxes are itemized under Schedules _C~__of this
return,with the exception o~the following,~or the reasons hereina~ter set forth:
That Schedule A attached hereto and made part hereof sets 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 encumbrances upon each parcel of real property at the date o~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 ~or
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 statut~or agreement they
are designated as tax free,of the United States,or any state,or political subdivision thereof,or o~
any foreign country,which are owned at the time of death;all wearing apparel,jewel~y,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 mortgages 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 of 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
~ace value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable
to the estate ~rom li~e insurance polici'es carried by decedent;all annuity and endowment contracts the
proceeds o~which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as o~the date o~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 o~death,with the market
value thereof at such time.
I
-'.
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 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 cony
of the deed,trust agreement or other instrument creating the trust.Ther,~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 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 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 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 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","en,"E",and "F"as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this .....LL~
...,..dtly of .A?~.19..7.1.....
../~~
1t.'f/./.6,;.d.4<'..v!·A ~..
YLUS L.KON'EK,Notary Public
California,Washington Co.,Pa.
My Com'mission Expires
January 29,1975
~.J~J2r~...~.tk~Q..~:~.~.~?::.:...Z;7"""::(Executor~Mt:i;;,i;t~r
S·EjCOtldrS.tr:~e.·~(:·$.
(Street Number)
Callfo.rni.a.,P.e.nnsy.lv..ani.a .
(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.
•0RCC-34 (1-64)
COMMO!ilWEALTH OF PENNSYLVANIA
DEPARTMENT 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 VALUATIONconveyancebywhichthedecedenttooktitle;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 Interes~on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule.
NONE
I
"
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.
/'
·RCC ...35
£OMMONWEALTH OF PENNSYLVANI\
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
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 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 shouln be listed first (e.g.jewelry,wearing apparel,household
goods,ann furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,
stocks,mortgages,notes,together with accrued interest or nividends,salaries or wages,insurance pay-
able to the es tate or fiduciary in said capacity,partnership interests,interes t in anyundistributed
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 th~time of death,should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe f'ully VALUE MARKET VALUE (Do not write in
this space)
/
NONE
Insert this total opposite "Personal Property",Schedule "B"in X X
the "As Reported"column on the last page of this return.
(.;OMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "c"
TRA.NSFEIlS
(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)Yes
(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 ~8~S _
(b)State of decedent's heal th at time of making the transfer.(Note 1).Poor
(c)Cause of decedent's death.(Note 1)Heart failure
(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~OL--__
(a)Was there any possibility'tha,t the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)___
(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)-JN~O~__
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others Not applicable -
(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)-,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)~N~O~_
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.
ALL that certain lot of land situate in th~.I,333:..~3It
Borough of California,(formerly East Pike
Run Township),Washington County,Pennsyl-
vania,and known and designated as Lot
No.49,in the "California H'ights Plan of
Lots -Addition"recorded in the Recorder s
Office of Washington County,Pennsylvania,
in Plan Book 10,at page 91;the said Lot
No.49 is more particularly bounded and
described as follows:
ITEM
1.
DESCRIPTION MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
I 338 33
I
BEGINNING at a point on the northerly
side of Skyline Drive,a point common to
the southwest corner of the lot herein
described and the southeast corner of Lot
No.SO,now or formerly of Robert Neill et
ux.,thence,from said beginning point,
along the easterly line of Lot No.SO,now
or formerly of Robert Neill et ux.,North
35°58'East,120.0 feet to land now or
formerly of Stewart;thence,along land nOi
or formerly of Stewart,South 54°02'East
87.98 feet to a point that is common to
land now or formerly of Stewart.the north
easterly corner of the lot herein describe~J
and the northwesterly corner of Lot No.47
in the California Heights Plan of Lots,
Section "C",now or formerly of Michael J.
Giba et ux.;thence,along the westerly
line of Lot No.47 in said California
(SEE ATTACHED SHEET)Cont'd
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
..,....
COMMONWEALTH OF PENNSYLVANIA
TnAN~I'ER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRl'CTIO!'."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 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 "a",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 Real Estate.!
percentage Estate
Share Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
ALL that certain piece,parcel,or lot
of ground situate in the Borough of
C~lifornia,Washington County,Pennsyl-
vania,and known as Lot No.4 in the
Mary D.Farquhar Revised Plan of Lots
of record in the Office of the Recorde~
of Deeds of Washington County,Pennsyl-
vania,in Plan Book 5,at page 189,
more particUlarly bounded and described
as follows,to wit:-
BOUNDED on the North by Second
Street,on the East by Lot No.5,of
the Mary D.Farquhar Revised Plan of
Lots,on the South by Strawberry Alley,
on the West by Lot No.3 of the Mary D.
Farquhar Revised Plan of Lots;fronting
41.17 feet on Second Street.
Upon which is situate a six-room
frame house with bath and basement.
SUBJECT,NEVERTHESESS,to all the
exceptions,reservations,and conditions
in prior deeds in the chain of title
made in the deed of Everett Weaver and
Irma Martin,Executors of the Estate of
Catherine Reeves,deceased,to Sadie C.
Jones,Lois S.Jones,and Jane E.Jones,
joint tenants,dated October 4,1960
and of record in the Office of the
Recorder of Deeds of Washington County,
Pennsylvania,in Deed Book 1088,at
page 115.
BEING the same lot of ground which
was conveyed by 8verett Weaver and
Irma Martin,Executors of the Will of
Catherine Reeves,to Sadie C.Jones,
Lois S.Jones,and Jane E.Jones,
joint tenants by deed dated the 4th
day of October,1960 and recorded in
the said Recorder's Office in Deed
Book 1088,at page 115.
33 1/3 11 ,333 .3 3$34 ,ee9 •eo
/t3330
I
Insert '-this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return.ts4,990....aO
.....
.Ret ":",3?'(12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
JIKIXKUXXXOO
DAUGHTERS AND JOINT TBNANTS
(
h
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
Jane E.Jones Daughter Yes One-half
.,/0 ,_~'.~t~·A··"'nnr1~.~
California i PennsYlvania
Lois S.Jones Daughter Yes One-half
c';'::'~~d_~t;'ee;t:'t
California..Pennsylvania
,
Deponent further says that all the above-named bene~iciaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
Deceased
ESTATE OF
:\IATTER OF THE APPRAISEMENT
1
.to......,'"d ~:0...g;Cb:§'"e.:'"0:~.....0 '"d:rt (1)~...:~;;l ..-0~'"d ~.......g ~g;
~
:0:s::='0:~
"tf:toS
:0
"d:('):..,
:C"t~
(Executor-Administrator
must complete "As
Reported"column #1.)
....,
~~;"'
t!:l'".....~it
o...o'"'"
//
Year .
IS THE
~No.
~A~:rJ3..C~.J.QN~$....
Will
Administration
Late of.the Borough of California.....................................................................
REPORT AND APPRAISAL
en
C
,"",-:~
:(/.1 :~'n :>~:T ~~~~
~.W en en 0<
(')('): -::r ?"'?"':-.'M •~~:=C'5~~:
009>000
io-'"::~:.:2:.2:N::~....:0 :0 .-....,:~.,:=;s~0\::CA ~.0 (')
Q\::(A ~:~-Q\:CoII ~•Cb_
•:.'*'g-g::CA tit ........:CA tit Cb-e..-
'.t'.
!"~
,-j
...-
.Washington.
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{.
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vr '-'}>(;>
..._--....!'to ~
Commonwealth of Pennsylvania
County of
,-
00
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~:.""".:,.
~.~.
-00000
.:.......-c;;~:
w~.w·.· . .·-· .
~~.
>-:r.
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(tl'-:l...-35'
~e..
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.,
I
Form RC C·lO DEDUCTIONS ALLOWED IN J
OFFICE OF TME
REGISTER OF WILLS
OF WASHINGTON COUNTY
AND AGENT OF TME COMMONWEALTH
STATEMENT OF DEBTS
AND DEDUCTIONS
THE SUM OF $~.{?!:~r~.
4 1971 RUSSELL MARINO'v D .
ESTATE OF SADIE C..TONES LATE OF The Borough of California,WashingtonCounty,Pennsylvania
DATE OF FILING APPRAISEMENT DATS OF DEATH May 1,1971
----d~~::::2~~::tt~~...::::;~~~~:!.arL.-------_HEREBYCERTIFY.THAT.TO THE BE.r OFI,
DATE NO.OF NAM&:OF PAYEE REMARKS AMOUNTVOUCHEIlt
£alef~T Ao~~eenlief Undertaker's bill 1 ~~~Inn
S.White's Sons Carvin2 tombstone 19 36
~iling Inheritance TaxRussellMarino.A2ent eturn 3'00
~~~~lney's fee,.-~'!troJ!o'p'C!isl~~J tax
"Ion
f§!!"~~~JaC~i~!~I'DQe for-'ls~n"~se~naI}d J!!~ney ??Il:n..
I
-
1.475.86
COMMONWEALTH OF PENNSYLVANIA
}S.:WASHINGTON ,
COUNTY OF
---~~
MY KNOWLEDGE AND BELIEF.THE FORE NG I A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSU 0 ...
ADMINISTRATION SUBMITTED TO THE ESTATE OF SADIE C..JONES DECEASED.AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.
,Notary Publlco:
California,W ingtan Co.,Pa.
My Commission Expires
January 29,1975
f)-.....\.
-~....U)0 «
-~-l 0-
"".~~_I--(::r=C)
:;:~~C~
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2"
C),-:>"-C'
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r--:z.:
i c ..~.~,U)-
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c.....:::::>(.:)U)
.~-~ce LLl <1.:
;I r-c::~
.•.-.""'=.....
L33333
'1 L 3 ) 3 .~3
L 4.7 5 .86 -
l~}~,)J.BJS
1 :,1 9 0 .80 T
L3:5 6 .C 0
1936
3,00
75.00
2250
L4 7 5 .85 T
Dt0
j
RECELYED."..!SWUlJlNPlUijL~~~~~~~ru~~~~~~~~~~~~~~~JaDe •
From:ATTY.
2%Tax on $$----------lr.I1Address80E.CHESTNUT STREET
WASHINGTON,PENNSYLVANIA
///0
File No.63-71...1969 Date of Death 5-1-71
Date of Payment _N_o_v_e_m_b_e_r_2_2_,:...._1_9_11 -1
Name of Decedent __S_A_D_I_E_C_*_J_O_NE__S ----\
6%Tax on $11,190.80
15%Tax on $,_
%Tax on $_
Estate Tax,Act of
May 7,1927
$__-::6-:..7.=.1.::....4.:..:5__tlI
$--------111
$--------II!
$--------1'.1
County W_A_S_H_I_N_O_T_O_N --I
Remarks:
MJR
',+J •
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__%from _
to _
671.45$--------tt
$---------INI
$,----------0
/i.0.,',./
.JJI.~
671.45$'========I!llTOTALAMOUNTPAIDSEAL/'---"
NOTE:This Triplicate Receipt to be retained lor audit purposes,./\,.J ;'J ,/,('
Received b~'_...:~,r.,~jc.k-//"-'
NOTE:In accepting the transfer inheritance tax on future estates,prior to the deoth of the life •...L....(Signature)
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl ,~.!,...•.J<(..--J
not be precluded or prevented from hereafter ossessing odditional inheritance tox at the death of the "'<~<./~-'-<---,."-/
life tenant or tenant for years whenever it appears that such additional tax may be legally due and----"·-'>."•.:-·.-":..')\----(;::T-it:-Ie.~'~):-,----------1.
collectible for any reason whatsoever,f
~'_'_-,:-"___.-.........__:-..__._.'_.l....--_~__-:__""._.....__._._