HomeMy WebLinkAboutOC1971-1115 - ESTATE OF PFILEPETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form J
Estate of J1h..:R~J\RI::.'J:~f..!.LE..
Deceased
No 111S of..1.9.21 .
Fiduciary.....~~~.y.~~..~~....~~.f!l.~~.I....l?~~.~~.t.Q.:r
Date of Date of
Decedent's death..~~~.~!:>.~~..}9.!-!:.~.?~Grant of Letters .NQy.~mQ~.~e..I..•.19..7.1 .
This is the ~.~::.~~~!.1.~~~~~~account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term .
None
Election to take
UnderKK.dtgrat~will.(cross out one)
Date Election Place of;
Filed Record .
Name of surviving spouse ~~.~~.
List issue,where material:
Non~'
Did decedent marry after execution of will?{indicate}~No.Any children born after execution of will?(indicate)
~~No.If answer yes,name them .
Legatees
Anna Nutting
Relationship
Sister
Interest
Residue
Fiduciary,if deceased or not sui juris
Sui juris
List,if exceptions to above:
None
If partial intestacy,give facts:
None
Adeemed:Revoked:Lapsed:Abated:Give Cause:
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.x~~x
If any exception give ca~p..t.~~~.:r..l~~.l..):.9.1.4 .
None
File copy of Notice September 1,1972
and date of mailing .
Is estate subject to the filing of a Federal Estate Tax Return?~~.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $}.!.~g.~.~.f~~~~.~P.~dOf).recel.p attacue
If the Will makes any portioh'6f estbt~subject to a life-estate,give name and birth date of life tenant ~.<?~.E?.
","I .:
......_______---___._-__ __._-_---__.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog-ether with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
I
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
Balance for distribution per account,
Itemize any additional debits not shown by account:
Total additional debits (Add)
Itemize any additional credits not shown by account:
Total additional credits (Subtract)
Balance for distribution
$._.~9.~~.
$._.._.....~~~~....._.......•.•
$12,347.00......................................
$~~.!}~.?.'~.g.~.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Cash
~
$12,347.00
.J ~-:-.::
------1
$
$
$2"000.00
$
$
$2.000.00
$100.00 I~~-l~~!$'--~'~
I'i$==1~,:::f:9=00=.=0=0===rlIi
6%Tax on $_
%Tax on $_
Estate Tax,Act of
May 7,1927
TOTAL AMOUNT PAID
15%Tax on $ON ACCOUNT
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
dote of death
Plus interest at the rate of
__%from _
to _
SEA L
38-220-2NOTE:To b.delivered to taxpayer
Date of Payment Janua 2
File No.63-71-m5 Dote of Death 10-0-1
Nome of Decedent _-L~~~!::!.&....t:!.a.-"""'_"""-I
Remarks:
County ~W:.::AS~H~I~ID~T~O~N:....____1
Received by .........~~~~~~_M.~~oA,.t:p_Q...__..-------rl':i
NOTE:In accepting the transfer Inheritance tax on future estates,prior to the death of the lif
tenant or tenant for years,as evidenced by this receipt,It Is understood that the Commonwealth sh I
not be precluded or prevented from hereafter assessing additional Inheritance tox at the death of th ~.y~¥=~looolIo<~~ft~~~:O:::::::~:..------iU
life tenant or lenont for yeors whenever It appears that such additional tax may be legally due and
collectible for any reason whatsoever.1ii_
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~l -'_':,6'..COMMO~~:~T~~fR~~;~~~SYLV Ai\iiA i~'hq.it:~Vi I/)!If~.';;NO.B 45 83 9OFFICIAL RECEIPT •PENNSYLVANIA INHERITANCE AND ESTATE TAX ~~~:~'
I f~tRECEIV_E~D~ONE"'-L-~TO!=HlW.0.LUSok!.ALN""",D!iJoloolININE.t..I..._HU_~_JD_RE_'_D_an_d_O_O_/1_0..,.0_-_--_--.;-_-_-_-_-_-_--_-_-_-_-_-_-_._-_--_...._-~_--_-_-_-_.-_d_OI_la_rs_i~'.,'~::,',··representing Pennsylvania Inheritance or
AT Estate Tax due from the following estate:
I From:
tI Address 01 McKEAN AVENUE 2%Tax on $_
If Family Exemption claimed by Petition,give place of Record:~~.~~.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:~.<?~~.
List any advancement or distribution on account that has been made,and nature and amount of same:
None
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
Anna Nutting
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly sworn doth depose and say
that the facts set forth in the foregoing petition are true
to the best of t.:j,P knowledge and belief.
Sworn................................................to and subscribed before
.13th September 72
me thls dayr!J /j di~.~.~~_
Signature of Off~.~
.'.Notary PublicTl'tle of Officer.....•..........................................................
August 19,1976
Office expires .
Residue
And your petitioner will ever pray,etc.
......w ..cr~:.
Melvl.n B.Bassi
i-No.1115 of 1971
w
Estate of.....~~~~.~ET PFILE,...__ ___.___a..
deceased
Deceased
Melvin B.Bassi,
Fiduciary _.- .
Executor
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or on attest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
Woodward and Bassi
Attorney
~2
FI LED,
t 72 OCT 5 PH?26
RUSSELL MM~lrtO
REGISTER OF WfLLS
WASHHWTON CO ••PA.
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
-.
IN RE:ESTATE OF MARGARET
PFILE,deceased
...NO •1115 of 1971
I,i
on
NOT ICE
You are.hereby notified that the First and Final Account
of the above-named decedent has been filed in the Register of
Wills'Office in and for the County of Washington,Pennsylvania,
July 26,1972.
You are further notified that final audit of said account
will be made on Thursday,September 2!....,1972 ,at 10:00
o'clock ~.M.in the Orphans Courtroom on the third floor of
the Washington County Courthouse,Washington,Pennsylvania,at
which time you are entitled to appear and be heard if you so
desire.
WOODWARD AND BASSI
"
September 1,1972 by /s/Melvin B.Bassi
Attorneys for Estate
.d.
Q!nttttttnu1Utttlt~nf 'tuuliyluttuitt.tIIttli~tugtnu Q!nuuty.\lili:
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
J
on the 8th.day of November A.D.19 71 ,before me,
Russell Marino ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
E.
Margaret ffile
late of Borough of Charleroi in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Melvin B.Ba ssi
the Executor in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office pr,escribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
Melvin B.Ba.ssi
committing unto Him the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring Him
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to r,ender a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said
Office at Washington,this 8th.
day of November in the year of our Lord one thousand
nine hundred and Seventy One
Register
j .",~,..
~---_...~....--------
,-.~.
;'.,
KNOW ALL MEN BY THESE PRESENTS,that I,MARGARET E..t
PFILE,of the Borough of Charleroi,Washington County,Pennsylvania t
being of sound mind;memory and understanding,do hereby make,1
publish and declare this to be my Last Will and Testament,hereby
revoking any and all former Wills by me at any time heretofore made
And as to all of my estate,whether the same be real,
personal or mixed,of whatsoever kind and·nature and wheresoever
situate,of which I die seized and possessed,I give,devise and
bequeath as follows:
FIRST:I direct the payment out of my estate of .
the expenses of my last illness and funeral as soon as conveniently
IpOSSible-a~:-::;"<l"~::~~-'---..L,,~_O~~-,-~--~~~
disagreement over the treatment accorded me by her son,CLIFFORD
give,devise and bequeath unto ANNA NUTtING,to have and to hold
me,i.e.two (2)diamond rings,my cedar chest and furs.
PURKS.She may keep and retain those items of personal property
,
;
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I leave the sum of One and 00/100 ($1.00)
All the rest,residue and remainder of my
SECOND:
THIRD:
I caution my Executor hereinafter named not to honor
have paid her fully,generously and justly in cash monthly for my
presently in her possession and which I have asked her to return to
the same unto her,her heirs and assigns forever.·In the event she
any statement which she might submit against my estate because I
stay in her apartment.
estate,of whatsoever kind and nature and wheresoever situate,I
Dollar .to my sister,ROSE PURKS,regretful that she and I have haa
predecease me,I give,devise and bequeath all the rest,residue and
remainder of my estate to SARA KENNEDY,to have and to hold the
~_.....__~,-,-,.........l-.._..-
:.,
same unto her,her heirs and assigns forever •
FOURTH:. I nominate,constitute and appoint
-,
I-MELVIN B.BASSI,Executor of this my Last Will and Testament and
direct that he shall not be required to enter security in any
jurisdiction in which he may act.
IN WITNESS WHEREOF,I have hereunto set my hand and
111sealtothismyLastWillandTestamentthis~ay of April,in
the year of our Lord,One Thousand Nine Hundred Seventy-one-(197.1).
-MARGARET E.PFlLE,as and for her Las tWill an-d 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.
J03-7/-///..:;-
i\ffi~auit (@f iExrrutnr (@r i\bministratnr
~6tJ@ltutenf,el1119111UUl1iu.~ss:
CltnUl1ty nf BU9Qil1gt0l1 \
Personally before me,the undersigned authority,a N.Q.t:.sU;:y,:f.1.J.1?l:i,g,..in and for said
County and State,appeared Mg.1y.!.n ~..~~g.§.~.1 who,being duly
sworn according to law,deposes and says that he is the executor M'~~x>f the estate of
.....M?~g?..~~.~~..~~.f~J.~.:L deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of...Marga.x:.e.t E F.f.i1.e.,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upoo:;:n.st appraisement of each
item made by the above named Executor x~imixbmr,aum!M
Sworn and subscribed before me thiS...../<?~l '\..
day of·~~~y.·J·......//·:......·..7i;;~/7/L ...............··;·..·..Exe~~t~~:iid~......·....·
~•••••••~•••;:-::••!'{.••Y.;'r::':'.:)ij~;.....••
ADDIT'I'ONAL INSTRUCTIONS
1.An inventory must be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
1Jnuentnry anb .Appraisement of the goods and chattels,rights and credits which
were of Mar.g.ar.e..t E .P.f.ile Jate of B.Qr.Qyg.b Q.£Cha.r..le.r.Q.i.o ..
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS CENTS
REALTY
None Npne
PERSONALTY
1.Savings Account No.15006 at Charleroi Federal Savings
and Loan Association ~7,000 00
2.Savings Account No.15007 at Charleroi Federal Savings
and Loan Association 10,000 00
3.Social Security Death Benefit 255 00
TOTAL 17.255 00
(
Inventory and Appraisement
IN THE ESTATE OF
......M!.\.gG.~.~.'J.';J;i;..f•••••r..f..l~J.;;..
Filed ,19 .
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WOODWARD AND BASSI
Attorneys at Law
701 McKean Avenue
Charleroi,Pennsylvania 15022
~9
------~------------------
THE FIRST AND FINAL ACCOUNT OF MELVIN B.BASSI,EXECurOR OF THE
LAST WILL AND TESTAMENT OF MARGARET E.PFILE,DECEASED,
LATE OF THE BOROUGH OF CHARLEROI,WASHINGTON COUNTY,
PENNSYLVANIA
Principal Personalty
Income Personalty
Principal Realty
Income Realty
Total Assets of Estate
Less Credits Claimed
Total
Net Balance for Distribution
.!
$17,255.00
383.90 v
None
None
$17,638.90
5,291.90
$12,347 .00 v
$12,347.00
PRINCIPAL PERSONALTY
The Accountant charges himself with Principal Personalty received
out of said Estate as follows:
Per Inventory and Appraisement $17,255.0
INCOME PERSONALTY
The Accountant charges himself with Income Personalty as follows:
1.Interest on Savings Account
No.15006 $132.34
2.Interest on Savings Account ..;No.15007 251.56 383.90
The Accountant credits himself with the following out of the
assets of said estate:
Washington County Reports Legal Advertising
1971
Nov.4
9
9
15
1972
Jan.10
15
15
17
March 25
May 1
Russell Marino
Valley Independent
Guy Rogers
Russell Marino
Harold Schrock
Russell Marino
Russell Marino
Pa.Dept.of Revenue
Wanda Carrington
Probate of Will
Legal Advertising
Witness Fee
Short Certificate
Funeral Expenses
Inheritance Tax
Short Certificate
Personal Income Tax
Notarizations
20.50
12.00
14.00
15.00
1.00
1,582.00
1,900.00
1.00
11.40
10.00
1
1
1
Russell Marino
Woodward and Bassi
Melvin B.Bassi
Filing Inventory &Appraise-
ment,First and Final Account,
etc.25.00
Attorneys'Fee 850.00
Executor's Commission 850.00
$5,291.90
l
-,.
PRINCIPAL REALTY
The Accountant charges himself with Principal Realty received out
of said Estate as follows:
None
INCOME REALTY
The Accountant charges himself with Income Realty as follows:
None
~Washington County Reports
Washington#Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}SS.
STATE OF PENNSYLVANIA
Personally appeared before me,a Notary Public in and for said County
and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes
and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,
the officiaJI.legal periodical for said Washington County,published weekly
having its place of business at Washington,Washington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASHINGTON
COUNTY REPORTS was established on March 31,1920,and was designated
as the official legal publication for Washington County,Pennsylvania,by order
of the several courts of said County,dated November 11,1920;that the printed
notice or advertisement attached hereto is a copy of a notice or advertisement,
exactly as printed or published,which appeared in the said legal periodical in
its regular issues on the following dates:
Estate Notices
The Register of WiHs has granted
letters,testamentary or of administration,
in the following estates.Notice is hereby
given to all persons indebted thereto to
make payment without delay and to those
having claims or demands to present
them for settlement to the Executors or
Administrators or their Attorneys.
• •• • • • • • • ••••• •••
I PFILE,'MARGARET E.,Dec'd.
Late of Borough of Charleroi,Wash-ingtOn County,Penna.
Executor:Melvin B.Bassi,701 Mc-Kean Avenue,Charleroi,Pennsyl-vania
Attorneys:Woodward and Bassi,701
McKean Av·enue,Charleroi,Pennsyl-vania .
·N9..y..~.m.!?~..r...J..~..~?.5.19.7.J..
.................g.~.~.~!J).~.~..~?..L ..J..~.z.L .
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the,~:g~~Mili.~id.~t M to ~:~':::.':~_~:~:_FJt~
Sworn to and·subscribed before ~_thth!:!!!;isis~~__.?Jt=.:;:f g.~.~:~!J).~~.~,l~..n :.~..()'(r···""6,.z1x·<A..~F::i;;-
JOSEPHINE T.SCIMi1ANNA
.Notal)'Public,Washington.Washington Co.
My Commission Expires Julf 1,1974
Proof,of Publication of 'Notice in The Valley Independeit
Under Act No.587,Approved May 16,1929,P.L 1784,
aS,amended by Act No.51'of April 24,1931,P.L.67
State of Pennsylvania }
liS'County of,Westmoreland •
Personally appeared before me William H.Pore,General Manager of Th~Volley Independent,who being
duly sworn,deposes and says that The Valley Independent'is a daily neWSpaper of general circulation in
Fayette,Washington and Westmoreland counties,Pennsylvania,and elsewhere,published in the City
of Monessen,Westmoreland County,Pennsylvania,that it was established June 28,1902,since which
dote The Volley Independent has been regularly issued in said county,and that a copy of the printed .
notice or publication is attached hereto exactly as the same was printed and published in the ~ular
editions and issues of The Volley Independent on the following dates,Novembe r 12,1971
November 19 and 26,1971
Affiant further deposes and says that he is General Manager of The Valley Independent,a daily
newspaper of general circulation,and as such is authorized to verify the foregoing statement under
oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertisement,and
that all allegations in the foregoing statements as to time,place and character of publication are true.
COPY of NOTICE
I
I
My commission expires _
Sworn to and subscribed before me this'_
STATEMENT OF ADVERTISING 'COSTS:
Woodward and Bassi,Attorneys at Law
Letlers testamentary on the estate of,Margaret E,Pfile late of Borough of
Charleroi,Washington County,'deceased,
having been granted by the Register of
Washington County,notice is hereby giv-
en to all pe,r,sons indebted to said e,state t'to make immediate payment,and to those '~
having claims against the same to pre.\
.ent them without delay to Melvin B.
Bassi,execu!Or,701 McKean ,Avenue,",Charleroi,Pennsylvania,Woodward andBassi.attorney,701 McKean Avenue,Charleroi,Pennsvlvania.
11:12,19,26 •-~-...----.--.-~-:---~
day of _19 __
Notary Public
THE VALLEY INDEPENDENT
By llLl~l
701 McKean Avenue
Charleroi.Pa.15022
TO THE VALLEY INDEPENDENT,DR.
For publishing the notice or advertisement attached hereto in The
Valley Independent on above stated dates ,$12 .00
Notary $,_
Tot~I $12.00
Rr:CEIPT FOR ADVERTISING COSTS
The Valley'Independent,a daily newspaper of general circulation,hereby acknowledges receipt of
the aforesaid adverti~ing and publication c,osts and certifies that the same have been duly paid.
PA~D'"
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,}55.
"k '
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Executor••°••••_
VVI-"-A<\L~V _____...19.1:1w..
~~~_.
Register of Wills
I do certify that I have given legal notice to all persons
concerned of the filing of 'the within account in the manner
prescribed by Statute and Rule of Court,as evidence by proofs
thereof filed to No ..__k.3.~.7;::3.3L _..
Witness my hand and official seal thiS...f2Ktl..
day
day of M~y.,.................................197.';..
The within named Accountant being duly sworn according to law,depose s and says that the above account
as stated is true and correct as he verily believe.
Notary Public
WANDA CARRINGTON,NOTARY PUBUC
CHARlEROIIlORO~:li,\'i!'.S:T:mN COUNTY
Washington ~M~~!I~I~~mUSI 19.WI.
Sworn and subscribed before me this ...../a..:t:t:
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In the matter of the Audit of Account in
,19---.71,A.A.No..__----:+115 ofMARGARETPFILEEstateOl:.f /
TO THE AUDITING JUDGE:
my Melvin B.Bassi,ExecutorEnter=-~appearance fOf'_--.::..:::.::...:...::::.::.-=:..:...-::.:.=.=..:::..=..L.-=::.:..:=:..=..=:..=.._-,-_
14tlf day of September ,19.B..
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
------------------------------------------~~
j
IN THE COURT OF COMMON PLEAS OF WASHJNGTON COUNTY,PENNA.
ORPHANS t COUR T DIVISION
·e
INRE:
Estate of
MARGARET E.PFILE,
Deceased.
(
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(
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No.1115 of 1971
J -"C...............,.
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ZZIIIII.
iBEFORE:oI-
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3:
~APPEARANCES:
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~TIME::t...,..
N
HEARING ON AUDIT
The Honorable RICHARD DI SALLE,J.,
Specially Presiding.
WOODWARD &BASSI"Esqs.,of Charleroi,Pa.,
representing the Accountant.
Thursday,September 14,1972,at 10:00 A.M.,EDSIr
attached to the audit papers a receipt for payment at discount of
is Melvin B.Bassi and the attorneys are Woodward &Bassi.
Inheritance Tax.All of the debts of the estate have been paid and
Pfile,this'consists of solely cash for distribution.And there is
The estate of Margaret E.Pfile.The Executor
MR.BASSI:If Your Honor pleas e,in the estate of Margaret
THE COURT:
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we know of no claims.
THE COURT:·Is there anyone interested in the estate of Margaret
E.Pfile?
-'------tt-----------;-:~_::::_~~~~---------____I---(NO RESPONSE)
2
THE COURT:The audit is closed.
( A UDIT CLOSED)
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The foregoing record of the proceedinqs upon the
I hereby certify that the proceeding's and evidence .
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ESTATE OF
Margaret E.Plil••
No.63-71.1]15
In the matter of the First and Final
Account of IlelY1n B.Bassi
ADJUDICATION AND DECREE
And now October 5 ,19---12..-,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof of the balance for distribution in the hands of the Accountant is determined to be
$12,3lL7.00 and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of disribution hereto attached and made part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
Balance per account _
Balance _
Deduct Clerk's Costs &Receipts,_
Attorney----W~olOUociw~Hiul*r_Qv.__c&~B~as~••i-----------
Russell Jlar1not Jaent,'transt'.&"1nhel"1tanc.tax.$37.02
Interest frca 1-)0-72 to 10-1,-72 .46
Rose Purks,slster,legacy,~.oo-
12280.,2-
$12.347.00
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Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF WASHINGTON
j
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 Tax Act of 1961.)
State of .....
County of p~:::~~:;::::::::--}'"
....Mgly:i,p,.:&...!~.~..~.~..~.-'..........
of the estate of the above-named decedent being duly sworn,depose S and say S
Executor
Decedent cUed .QC..t.Q:b.TM~nti.i...~g;).,19J1-I··'{~~~~eaVing a last will,copy of which is hereto attached.}
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
WQQclW~:t;cl..~p,ga~.~~!.;,..A.tt.:g:J;J:l~yE)at ~~~.........
]Ql.McKeanAvenue,Ch~:t;l~IQ~.,:p~t:lI.l§yl:Y?J:lJ?.......t5.022
That as such .~.~~.~.Y..t..Q.;:deponent is familiar with the affairs of said estate and the property con-
(Ext!~utor-Administrator)
Rtituting 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
None
That the contents of said safe deposit box or boxes are itemized under Schedules 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,~r 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 thereo~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 bydecedent,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 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
face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable
to the estate from life insurance polici·es 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 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,orjointly 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 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",'"e","E",and "F"as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this t\n ~K
.........,IJ23iZ..day of .....May.,19.Z.2..~~~..••.••.•••••...•_ •
...~~.....1.01 Mc.Kean..Av.enue __._._
Nota~~~~ublic (S~eetNumb~)~MU1~t~I'.R\~Qil\l\:,~~\)1~.;~;;CUUl\H Gh~.!:J.~.~.9...!.~f..~.nn~.n~.l.y.~n;L~.L,5.'O.42
t\\M\ttl'.l\\\)~\\l\U~":X"\U&US1 \~,19n.(City or Town and State)~~lmA~~~~~~SSigningaffidavit make sure all blank spaces in the affidavit and schedules annexed are
~illed 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)
COMMOlitWEALTH OF PENNSYLVANIA
QEF,'ARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DE·CEDENT
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 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 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 space)to be listed on Schedule "F"and must not be deducted from this schedule.
None None
Insert this total opposite "real property",Schedule "A"in the X X X X X
liAs Reported"column on the last page of this return.
RCC-35
.
COMMONWEALTH 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 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 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 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)
1.Savings Account No.15006 at Charleroi if
Federal Savings and Loan Association $7,000.00 1,tJ llO.O "0
2.Savings Account No.15007 at Charleroi "tt
Federal Savings and Loan Association 10.000.00 10)OO<i.od
Insert this total opposite "Personal Property",Schedule "B"in X X $17,000.00 ~/7 bOO.DOthe"As Reported"column on the last page of this return.I
,
~C€-36
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "c"
TRA.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 ne)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)__~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)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)No
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)No
(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)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)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)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)
None
DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
.\
ReC-3S'
CCMMONWJ!:ALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
..
INSTRrCTIOlliS: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.
Description of Property,Date of Acquisition,Name I unit percentage Estate DEPARTMENT VALUATION
Address and Relationship of Co-Owners,and PIace I Value Share Valuation CAUTION-Do not Write
of Record of Instrument,where Real Estate• !In This Space.
Value of Value of
Entire Decedent's
Property Interest
None
I
I
I
I
I II
1II!
I i
I IiII1II
Insert this total opposite "Jointly Owned Property",Schedule ·"E"
in the "As Reported"column on the last page of this return..-
'.
~cc~3f (12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE'TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested.contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Rose Purks
6.06.1<'::l 1 1 O\A7-F;&>1r1 A I&>
..Charleroi.Pennsv1vania Sister Yes Sui Juris $1.00
Anna n ·no-
~
llQ Mf'l(&>::ln A
Charleroi Pennsv1vania Sister Yes Sui Juris Residue
(
h
Deponent further says that all the above-named benericiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
ESTATE OF
~IATIER OF THE APPRAISEMENT
Will
Administration (No.
P.'J THE
...Year .
(Executor-Administrator
must complete "As
Reported"column #1.)
0 ...,'"C ::tl
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(b 0 ~'0
trl ('I)""til ........'<~....('I)
l1A~G.J\~~.:E.~..p.F.]:~,..
Deceased
Late of:a():t:'9\lgh.CJ..f.Ch~~1~r.():L .
r .'
'0,),.._._
REPORT AND APPRAISAL
Commonwealth of Pennsylvania
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''V'd ';.{)n ',.,WOODWARD AND ~S?JI ,1:"Y';i!IIS't!~
Attorneys at ta~':.'·.i]1SI:j3U
701 McKean Avertu'e ...'.(I'd
Charleroi,Pennsylvania 15022
Ir5
County of.Wa~ngton.
h 6-7/-/1/6
STATEMENT OF DEBTS
AND DEDUCTIONSCOUNTY
"OFFICE OF THE
ESTATE OF Margaret E pfj]e LATE OF Borough of Charleroi,
DATE OF FILING APPRAISEMENT DATi O~:;A~!ngton c8gE~berP38~a197l
,-
AND AGENT OF THE COMMONWEALTH
Form RC C·lO
·.".~;;>J REGISTER OF WILLS
OF Washington
I
DATE NO.OF NAME OF PAYEE REMARKS AMOUNT
IVOUCHE"
19 71
Nov 4 Russell Marino Probate of Will 20 .50
9 Vallev Independent LeQ'al Advprt-iJ;linO'12 00
'9 Washington Countv Reports Legal Advertising 14 00
1 l)I ~uv ROQ'ers Witness Fee 15 00
.T~n 19 ?~I'Rl1ccol 1 Marino I~hort Certificate 1 00
1 l)IHarold ~chrock Funeral Exnenses 1.582 00
117 l'Rllccoll Marino Short Certificate 1.00
March 25 Pa.Department of Revenue Personal Income Tax 11 .40
M~v 1 lu__..:l_;81"inp'ton Notarizations 10 .00
1 'RllcCloll M~1"'in()FilinguIn~~nt~5yu&~VPfaise-25 000.;...,.."'...0.;...",et:c.7
1 'y...I ....~~,.,~R~ClJ;l;A 'If'pp Rl)O 00
"
1 Melvin B.Bassi Executor's Commission 850 .00
(-;{1~~;r,/.....(6~1 A b-;(~00
-
1'01'AT ~-~..•';0i;);7
COMMONWEAL.TH OF PENNSYLVANIA
}S.:COUNTY OF Washington
I,Melvin B.Bassi HEREBY CERTIFY.THAT.TO THE BE.r OFMYKNOWLe:DGE AND BELIEF.THe:FOREGOING IS AJUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF
'."N'S""'ON sus.'rr••TO TN'~'TE O.Margaret E.Pfi~t~EC""'EO'.S .'OUCT'ON'~.INHERITANCE TAX PURPOSES,kQ ~...
/Od,---.b (L.S,lSWOR~~D SUBSCRIBED BEFO;!'vjt THIS .U>DAY OP'E t--.avo /I 72 .xecu or
-/,,~-£.to.-/\,/ud.:iN .:7'~-Notary Public U
WANDA CARRINGTON,NOTARY PUBLIC",e",,'o-ON COUNTYCHARLEROIBfinnU~H,\'i .~"..ld,I
MY COt.\Mlssmll mIRES MjGUST 19,1912.
~-...;,"='J ..........,:l>rl1 ;:c
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,..
'"~-IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA.
In the matter of :uhe Audit of Account filed in the Estate of
)Date 01 dealb 10 -30 •"7/
\No.1971=.ll......J ...5 Term,19__.A.A.
_____--'P_f.....J.....•].<.=e-y,-J..:MJ..<;a.....r~g~8....r,l,.:..Oe-l.lt'--"'Fi'....,•.-----:D;::-ec--ea-se-:'d..---)Docket as'·..?a"..:::;)==--__
TO THE AUDITING JUDGE:
Enter my 'appearance for the Commonwea~th of Pennsylvrania,claiming transfer inheritance tax in the above estate,as follows:
DR.
To appraised Vialue of Estate:Realty........._.___.._.. . .._.._.._.._..__.__...$_
Personalty_.._...._..__.._ _ .__.__..__.._.._..$__--'-I_'l--'---::!'---"O"'--·=O:_C-'-=--=-..-::O=----=O::....-_
Additioll!al Assets per Account,Subject ·to Tax_.._....__......_..._.._...._..__.._._._.__._._...._..._..$_
Additional Assets per Audit,Subject to Trax ..._.._....__.._... . .......$_
GROSS VALUE ....... ...__..__.....$_
CR.
Debts and Expenses per Account;see Note
Additional Debts and Expenses per Audit
I
)
$-------
$-------
$-------
$-------
$--------$
$--
TOTAL DEDUCTIONS,$ _
NOTE:The following credits claimed in the Account are
held not deductible aiS against the tax:CALCULATION .7 ~,,.:0
Gross v~ue---.---------..---------._L--___c__
Less Deductions....1..._t.{--"'.-I_.-'--~"':""".....Jfl:.')f _
Clea'r Value ----..-------...-----.L...2>7'-«rJ I ,0
$
)-_.
$---"i_I.,S~rIO.,-~------
)-----
!--'I1ax-
able
at
2%
~"o~7rO~
tA;~7rOz"Total Tax ..__"...__________. . . ...$_
~~,fJ-OLessamountpreviouslypa1id......._____________________.$
~7~o~
Balance ..------.-----.--------------.--.------..---.----.-..--------.-------..--...---.--....----------...---------.--.--..$----f U~
Interest__yrs._h1f)s.1i'rrays @ ~%$'""t..
~h7~
I.9(;0.00
100.o~.
$,;z DOD .00
$
$--------
$
TAX PAID ON ACCOUNT
----------------------
I -I 7-7.2 $
C"·~C.
4 z,4-R1
7 ZI -1-30
,"
-i
j
No.•Term,19__•A.A
ESTATE OF
Deceased
PRAECIPE FOR APPEARANCE
FOR
COMMONWEALTH OF PENNSYLVANIA
~5
,...,;
RCC-81 16-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127 IN YOUR REPLY PLEASE
REFER TO 38-220-2
j
Inheritance Tax Division
NOTICE OF FILING OF APPRAISEMENT
MELVIN B.BASSI
-------(E-x-e-cu-t-o-r~
In Re:Estate of M_AR_G_A_R_E_T_E P_'_IL_E_·_
WASHINGTON County -Fi Ie No._~6-=3_-~7=1----.:1=1=1=5 _
Dear Mr.Baa.i:
You are hereby notified that the original
appraisement in the estate of Margaret E.Pfile
h b f'l d'h fffic f h R'f W'II f WashingtonaseenIeInMe024,e 0 t e e~er 0 ISO _
County on .&1 ,19__·,Said appraisement reflects the following
valuations:
Rea I Estate------'t-.....--ft_----
Persona I P roperty l_7_·,=-0_0_0_-_0_0 _
T ransfers _
J0int Iy Owned ----"I-_~..,.....-ft_----Tota I 1_7-:.,_0_0_0 0_0 _
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.
~~~~
CHIEF APPRAISER c:7Title_
SignedDate__---'-"-'---_Ma_.._'1_24_._,_1_9_7_2_
Any party in interest who is aggrieved by an appraisement may appeal therefrom
as provided by law.
DATE OF DEATH:October 30,1971
Note:This is not a bill.
RCC-39 (5-68)
COMMOtilWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of PFILE,
(Last Name)
MARGARET E.
(First Name)(Initial)
DATE OF DEATH 10-30-71 FILE NO.63-71-1115
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 righ~:edUle:'"B", "C",and "E",
Dated,May 24,1972 ~~X .4':k:J/
INHERITANCE TAXAPPRAiSER ~~'
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for 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",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED
$$~---,::.-=--=--=--",---l-=--=--
17 000 00 17 000 00
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
17 000 00 11 000 00
VALUE AS REAPPRAISED
$-------+---
FOR USE OF REGISTER ONLY
Tax on $--1__2%
Tax on $-+__6%
Tax on $---------4--5%Tax on $--1__1
Tax on $-+_~15l}l
Exemptions *
Total Estate --I-__
TOTAL TAX
COMPUTATION OF TAX
$--~------+--
$---------1---
$---------+--
$--------+--
$--------1---
$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%fro~
_____to $------
AMOUNT OF ESTATE TAX ASSESSED $------IL-
Estate tax paid $......Il-
BALANCE DUE $--------~~
Add interest at rate of 6%from t=
------Ito-----$---------l'
TOTAL TAX BALANCE $--------J
PAID $...J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will (...No.AdmInIstration
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
..tMReJAJE'r ..F;•..,V:rLF;.
Deceased
Late of .
County of
CHARLEROI
.WA$IiI.N'QTON
')
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
_'J
•
t
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MARGARET E.PFILE
Deceased.
Late of
-,
'"
....,CHARLEROI -,
.'Vd.·O~)J~Ol~)N\HSl~
.$11 H,\:::!0 B']1S\~3U
'0''1.\"'';:''''j ".,-~-,,.,.,(\u~.l\\t:"~J'J .\....1::;':>1\.\:0
-?
Date ~f Death October 30 1971,J .
Appraisemel!t Docket Vol.,3.8 .
Page,~7..Q.~.~No...J~.3..~.7J.~.1..1..1..s..
Filed in Register's Office,..M.ay 24.19.7.2
Amount 0/tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abOiltt Appraisement,.
Appeal /"om Appraisement,.
Entered and charged,.
:S2
~
...."'
'..J.
")
"
.z .;\]0 "C".I~l'in ·t1-'."'\-.~....l...J.u...
.1,.,-1 '~'.'.•.,"\.~,~\•.~..\1\...-_J .......J ;~...
-
::
...~~
..1 ..
....
-'---"-~~----.--~-'--"---'-'---------.-.--.--'-'-'~---'_._-_.----------~~-
dollars
I ~~p'.ME!P\fl"~"?;M~~r03"\C!jI'lMPiI'<1I'\~~l!Sp
Estate Tax due from the following estate:From:-.............------;;-;.,."...,....."""--..:..-.:::7<"';..-------------,-----------------------------I!I
RECEIVED ONEI '£HOUSAND Nm;HONilliED ana OO/l()()i."
Address--..........--rJI"""."".........~........r=1....,.,----------_1 $
$
$2;000.00
$
$
$2..000.00
$100.00
$,---------0
$ON ACCOUNr
6 %Tax on $_
%Tax on $_
Estate Tax,Act of
May 7,1927
2 %Tax on $_
15%Tax on
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 _
5022
Fi Ie No.-6...Cj-....7....1...-ms....·.....·.........__Date of DeathJjO-:JGm:-~
Date of Payment --or--,--,-,---..,.,.....---,..............---------!
Nom e of Decede nt ----,..,..."""or.:7'M;.....,;;:.-----;=;;;;;-;;:;--------1N!h'T E.WILE
Remarks:
County ----n'T..............-....,.:n-------------!
1 JMO "i-d;,~.
I
I
$'=417'.~~OO!ll!l.E'l.O¥OF===1TOTALAMOUNTPAID5 E A L.1Y rn ~[p [L ~@illlr ~
.J .(
NOTE:This Triplic\lte R';~eipt to be retoined for oUd.it pur.poses.Q ~Q..-38-220-2 .'-'n~.".'Received by '"&1'\C /I ('J~t c"e
NOTE:In accepting the tra'nsfer inheritance tax on future estates,prior to the death of the li~~'(Sig~ure).Q'
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shelll ) .-+-Ii I J 1 .
not be precluded or prevented from"hereafter assessing additional inheritance tax at the death ofthill..-'''-(,,.."t=l j(II'•~1(rl..J t ..(l)
life tenant or tenant for years whenever it appears that such additional tax may be legally due and ~"'".A (Tif1\)
collectible for any reason whatsoever.':"\V
-----'__~_---__"._-_0-~'._"'._"'----..>-__"""",--.,---_.--:.:.-...~__.:......-.:...--"",",,-,~"""'"
t...l.t...l.
~o~
000
000
000
000
000
1
j
1
(.
.1--,-
2 0 5 0
1 2 o 0
1 4 o 0
1 5 o 0
1 o 0
1 5 8 2 o 0
1 o 0
1 1 4 0
1 0 o 0
2 5 o 0
8 5 0 o 0
8 5 0 o 0
2 8 0 0
3 4 1 9 9 0
.'--j'
...,
KNOW ALL MEN BY THESE PRESENTS,that I,MARGARET E.
PFILE,of the Borough of Charleroi,Washington County,Pennsylvania
being of sound mind,memory and understanding,do hereby make,
publish and declare this to be my Last Will and Testament,hereby
revoking any and all former Wills by me at any time heretofore made
And as to all of my estate,whether the same be real,
personal or mixed,of whatsoever kind and'nature and wheresoever
situate,of which I die seized and possessed,I give,devise and
bequeath as follows:
FIRST:I direct the payment out of my estate of
the expenses of my last illness and funeral as soon as conveniently
possible after my decease.
SECOND:I leave the sum of One and 00/100 ($1.00)
Dollar to my sister,ROSE PURKS,regretful that she and I have had
disagreement over the treatment accorded me by her son,CLIFFORD
PURKS.She may keep and retain ,those items of personal property
presently in her possession and which I have asked her to return to
me,i.e.two (2)diamond rings,my cedar chest and furs.
I caution my Executor hereinafter named not to honor
any statement which she might submit against my estate because I
have paid her fully,generously and justly in cash monthly for my
stay in her apartment.
THIRD:All the rest,residue and remainder of my
estate,of whatsoever kind and nature and wheresoever situate,I
give,devise and bequeath unto ANNA NUTTING,to have and to hold
the same unto her,her heirs and assigns forever.In the event she
predecease me,I give,devise and bequeath all the rest,residue and
remainder of my estate to SARA KENNEDY,to have and to hold the
II
-,!
..
<,
same unto her,her heirs 'and assigns forever.
.,
FOURTH:I nominate,constitute and appoint
MELVIN B.BASSI,Executor of this my Last Will and Testament and
direct that he shall not be required to enter security in any
jurisdic~io~in which he may act.
I !,,',
,
I
ii,
I
,
I,
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,I,
SEAL
One Thousand Nine Hundred Seventy-one (1971).
I,
!'
','I:,I
".I:,
II '
I·'!
IIiyear:·ofour Lord,
!•.,
:.I··
the
IN WITNESS WHEREOF,I have hereunto set my hand and,~1!!-'seal to~his my Last Will and Testament this ~ay of April,in
,Signed,sealed,published and declared by the said
MARGARET,E.IpF1LE ,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.
I.~.f·,I '.I '.(• ,•.•
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