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Home My WebLink AboutOC1971-1138 - ESTATE OF STROBATZFonn RCC-2 DEPARTMENT OF REVENUE.; lVREAU OF COUNTY COLLECTIONS ....HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~~!?:~.~?~.~~?7.?::_.. COUNTY Y!A~~.~~g!.9.~_._. FILE NO...9..?::.7.!.::!.!J?._._.. Whereas,~l!.gX ~.~?~J?Af.~late of ~!.A§~JJ;NGrQN... in the County of W.A$.HJNG.';J;)Q.N Commonwealth of Pennsylvania,having died on the .?I}.~day of Qq.TI?~~.......................................19 7~seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore I FREn;TOSI 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 1n this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for l1fe 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. : I Unit Apprai&ement I Delcrlptlon of Allet Valuel Made for Inheritance Tax Purposes JEANSFERS $I .'\1<:1<:'-"~I-U<:I1I 11('It nli'IlPPPII lO.Mn I()(\". JOIN'IlLY-oWNED SEE SCHEDULE 'tEn OF APPRAISEMENT'1:·"20 It-I: TOTAl",Q "~Q II-.t:,. .. I : "; ,.. .. fonn~;~hbl:':::rhi:w<>rJl.~rd~~Ia~:~.~o~~:~==~~~~w...=;~ti~~ ................(;;#~..".....(~~......................~~~.~~.~~.......... .............O£~........................Penna. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of LUCY B.STROBATZ Deceased. Late of 'HASHINGTON ~:;a;:el~:~:h;~~~.~~~....4.!1.9.7~··r"·"·········· ,. Page,..dOZ.9 iJ N o ~?:.V:.~~~??.. Filed in Register's Officr,APRIL.21l;-."J~..7J... Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement,:. Appeal ft-om Appraisement,. Entered and cluJrged,. kf, .I ·'Rae-.134.,(}-69) ...1\•..,. COMMONWEAL TH OF PENNSYLVANIA DEJrARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS •INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRATION TO:__--IMR;.u..w...sLA.~C...El.LCT.L.IUI·E.:.L._J.:NiL.o•.....uB""I.AI:IJCIrrlrlKJo.lm~JB~S~T__ 159 Wellington Ave. Washington,Pa.15301 Date:_0_C_TO_lB_:ER__27....;,=----1_97_1 _ County __I'1._AS_H_I_N_G_TO_N_,:....-_ County File NO.-r-_ Bureau File No.6..3 -J/-IIJj We have recei~d notice t~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~-on October 2,1971-,you came into ownership of certain pr'operty t XX1D!~!l»miMt~~exI>dlqKxkiDl:exJ!Ebl¥1X:transfer from Mrs.Lucy lB.Strobatz,deceased (Vlashington). Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The propertX,)on whi'ch tax is hereby assessed consists of:Jt.held in the Pituburg}'i National Bank Washington ffice,Washington,Pennsylvania.In the names of_.Mrs.Lucy B.Strobatz or Mrs.Cecile N.Blackhurst.Balance as of date of death $1,079.66. appraised by the Commonwealth,as of the date of death,at $1,079.31 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Jan.2.19'72 you may deduct a discount .of 5%of the amount of tax due,or o This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of*_ 19__in the amount of $538.66 ---------- *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid _... ASSESSED BY:-#-lRl~I~:~~'£!=J-~-I:-L-MMrAlARItull..Q:h','------"7"·,----(Agent for the 'Commonwealth), TOTA~NTOUE APPRAISED BY~~dhY4},~a.J {Inheritance Tax At6pra iser) $ INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: f"._;.' ....',':;...., •_\.\~.~•'of••••it..\/ To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to:, ,.;,:.U;::iVLN,,'itALTH COURT HOJSE \\ASHliJGTON,PENNA.15301 If you have already paid this tax to an executor,administrator,attorney or other personal representati,v,e ~t the'" decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom you made payment,their official title and the amount..\ Date Paid Name and Address of Payee Official Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the ,payments below, execute the affidavit,and ret~rn this noti~e.The Roegister of Wills will examine the debts claimed and allow those wh ich he determines to be proper.The tax wi II then be recomputed and you wi II receive on amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were persc;>nally legqlly responsible for these de~ts,and 2-You actually paid these debts out of the account or property described "above and can 'furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by on executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid 10/1/71 Ambulance &Chair Se rvice -Ambulance Service $35.00 10/2/71 A.nkrom Nursine:Home Medications 18.75 10/7/71 H11iam G.Neal Fune ra1 Home -Funeral Expense 1.370.50 . TOTAL $1 424.25 (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA)• SS: COUNTY Of WASHINGTON ) I,-f;~2f ~~hereby'certify t funeral expenses and other debts of the decedent,L!:.~~~~~L.t::L.r?2..~::Q:J~~_ was legally responsible and which I did payout of the property erein taxed.I fu er certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. REPORT OF REGISTER OF WILLS I,the undersigned,duly elected Regist,er of Wills in and for the above cou.~~ectf""Y report that I have allowed deductions listed a:ve in the total amount of $('Y ~~•., Date of Approval:~/5 -ro/~/~~~ Register of Wi lis Funn RCC-2 ~o.~'~~ DE1AR.TM~~T OF REVENUE ;,.;,- BUREAU OF COUNTY COLLECTIONS ;HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~<;>.~J!ll:>.~~??~~?.?.;L,. UNTyWashingtonCO . FILE NO ~?:::'.D.::::g?.~. Whereas..~l!.9.!~.!~.~9.~~.':r.~late of ~~.~~.~~9:~9.~. in the County of ~A~~.~~g.':r.9.~:J Commonwealth of Pennsylvania.having died on 7Jlthe2nddayofOC.TOEER.19 L..~.•seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~~~~.~.~~~.?,an appraiser duly appointed according to law, haying 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit Appraisement IDescriptionofAssetValuesMadefol'Inheritance Tax Purpoles , Jt.held in the Pittsburgh National Bank Washington Office,Washington $ .. Pennsylvania.In the names of Mrs.Lucy B.Strobat~or Mrs.Cecile -N.Blackhurst.Balance as of date of death $1,079.66 S38.p6 I TOTAL 538.p6 ; . form~;v;:~h~~~:~i:wC>rlla~~i~glo l~~.:m~o~e~~hy!rrF~~~se~e:t is madel~fin~ '.Appraiser244...j!~s.hip'~~.~...'r.~st B~~c:l.~ (Number and Street) ........................Wa.s.hington.,Pa . (Poat Offlr.e) .Penna. WASHINGTON......................County ~'" l - RESIDENT lNHERITANCE TAX APPRAISEMENT Estate of MRS.LUCx~'!..$.mQM~. Deceased. Late of ,WASHINGTON··..········· Date of Death,,OCt.ober 2.,....19~,..,. Appraisement Docket Vol.,,J..,. Page,..d<'2.5.==.i......No 9.2.~7;~.~U3..e... Filed in Register's Office,19 : . Amount of tax due,$,,: . DEPARTMENT OF REVENUE Received, Examined and Approved,,,,. Wrote abo.ut Appra-isement,,. Appeal f,.om Appraisement,,'. Entered and charged,. u I·, , ,;( \- ·,\,r R C C-43 (5-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG j NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: .Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION Pittsburgh Nati0n31 Bank ADDRESS 6 South Main Street Washington.Penna.15 1>1 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT__8=.3--=5~-5=--..:6~92=3~9 _ NAMES ON ACCOUNT OR INVESTMENT Mrs Lucy B Strobo.tz Ot'Mrs Cecile N.Blackhurst DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTORMr:'=L.!:!8~LumCi<J.1~Bw...~S.kitrou.lJojbglCot......z~_ ADDRESS l.;;.:,.5.9-=--W...;;;,el=l1ng=:g,t.::.;o:::;n=-:.:.Av~e~n!.=ue~r.""'TaQlsb~iwn~gt.l.al,o.un~.~Pue~13l:t1na.a ._..15~J)U-.ll DATE OF DEATH o_c_tob8.;;,.r_2::.t.t-=.197!;.,i·!..:l:.--_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Mrs.Cecile N.Blackhurst ADDRESS 1_S_9_\oJ_te_1_J _i ng....:....t_on_·_A_v_en_u_e_W,_a_8_hin:;,..·..:!::ig:.:.to.:.:n~,~Pe:::nna;::=~.~1~53Q~1 ~-~9",6J, J 21.3 V /.b~ RELATIONSHIP TO DECEDENT_N.;.;.ei=c;;..;;e~_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED Ja.nuary 22,1964 BALANCE,INCLUDING INTEREST . DUE,AT DATE OF DEATH $_4.:.:1::.IE,.=..07~9..:!:.l.Jcl=--_ ~. Signature TITLE Platfonn Assistant Kenneth Krikorian Form RCC-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS, RESIDENT DECEDENT COUNTY OF WASHING.TON . 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.) ..........................I~::C;::So;R;~;;.:~E.~.~}=;;OF (State full name of decedent)Informants Late of W.a.s hington .County ~lEX'&. ::.:':r::::::::::~~:-::-_:::-_:}'" ......................EUg.~.n...~A ala.G..~.b.1J;r..§..t.a..n~l C~G..i..l~N.~a:J.,~c.:l.:t..h~:r.~t.,Inf..~~.~~.~.t s ~X of the estate of the above-named decedent being duly sworn,depose and say Decedent died ..............Oc.tober..2, (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. .,197L,{'testate leaving a last will,copy of which is hereto attached.} (Hay)(Y"",;)intestate JQb.n..SQlQmQP,E§q.,:4~J ..w.a.§.l.1J:.~Kt;Q~T:r.~.~t~~4.g~I.. Washington.,..Pennsylvan..ia.:L~3Q),....... That as such ..1nf.Qr.mant.s deponent is familiar with the affairs of said estate and the property con- (EXI~Clltor-Administrator) gtituting 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX Nnnp THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF 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 full v 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 ~y thede~~dent at the time of death,whether in decedent's immediate possession,standing to decedent~$.credit in~~anks of deposit,savings banks,trust companies,or other institutions,whether individually,or-in.trust for any oth~r person or persons giving also separately the accrued interest thereon,if ~y,'do~io'the~last interest day prior to decedent's death in the case or savings ban~s,and to the date:of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and oi~e;eVIdence 'of,i~ debtedness of the United States to the decedent;all obligations,whether by statute·/pr.agreem~nt\'they are designated as tax free,of the United States,or any state,or political subdivision .ther~<;>f'~·'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 o'f whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortga~es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment 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 co~y 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 ve~sted in decedent,either individually or j9intly,py 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 interesJs,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","en,"E",and "F"as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this .l.S.t.n . )~~:::'_l~_~~••• ANITA S.PRI~JCE.NOTARY PUJUO M'j COlTIm',;~;cf;,"r'~,()eta'·c;11,19,j ,Washillb~..ill,h ....m:..-lJ•.Ii Co~nty. er) ...../If'...2 ~. wi~if1{rfgt~8'n n~~~)15301NOTE:Before Signing affidavit make sure all blank spaces in the affidavit an~schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34'(1'1l4)•• COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT SCHEDULE iorj'A'V , REAL PROPERTY Real property in Pennsylvania,with stat~ment 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 with DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;if a farm st(:lte 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 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, .. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT i.---, 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 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 the time of death,should be listed in this schedule. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully 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. l RCC"-;,6 .' COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RES !DENT DECEDENT SCHEDULE "c" TRA.NSFERS ,, (1)Dic:t 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)_N~OL-_ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)~NuO~__ (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)_ (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 enjo~ent 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)_.N~o~_-_ (6)If the answer to (5)(b)above is in the affirmative,state Whether the right was reserved in decedent alone or others ---:-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)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/~NOTE1: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 DESCRIPTION MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Life estate in lot of ground situate in the Nineteenth (19th)Ward of the City of Pittsburgh,County of Alleghepy and State of Pennsylvania,being known as Lot No.24 in the Amended Plan of Lots laid out by the heirs of Ann C.Lonergan as recorded in the Recorder's Office of Allegheny County,Pennsylvania,in Plan Book Volume 24,page 105.19,000.00 Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.19,000.00 RRSIDENT DECEDENT CCMMONWEt\LTH OF PENNSYLVANIA THANSFER INHERITANCE TAX RG.C-'-'38 .,"t. ,, SCHEDULE "E" JOINTLY OWNED PROPERTY I NSTRl'CTIONS: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 Address and Relationship of Co-Owners,and Place of Record of Instrument,where Rea~Estate.I unit Value percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Pittsburgh National Bank, Account No.83-5-569239 Co-Owners -Mrs.Lucy B.Strobatz or Mrs.Cecile N.BlaCk~hurst,NiecE of Mrs.Strobatz /.,(.;i'~~--~--+-_._..__. ~~ /~7J' 1,079.31 539.65 ---------------------------''-----'------.......-,-----t-------+-----~Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. .RC.C....37 (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES .. BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate),,forth this fact.)OR NO BIRTH r:lJ~·H IH A ~nrl r.p.cilp.N Rl~('>k-' 159 Wp.ll ;Avp.(Ceci1~) WashinQ'ton 15301 :Niece Yes 100%Penna . ~ ( h Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE •,.4i1 ~IATTER OF THE APPRAISEMENT ..LUCY B•..STROBATZ,.. Deceased OF THE ESTATE OF ~~m Po ~'1~ Hrl~ .:;3 ~~~$l)..,$l)o ::s ~...... !'-"~::s '"tlJ:j (l)$l)..,n-;;l ......0.'"tl "d!-'..,fJl~.g ~ (l).., ~ >-3~$l)g:.: (l): (Executor-Administrator must complete "As Reported"column #1.) t%:ltil....$l)....(l) o..,otiltil Year . DO THE ~No. Will Administration t ~.. t· Late of ..W~sn:i,l1gton. County of Washington . Commonwealth of Pennsylvania REPORT AND APPRAISAL ·····Vd "OG N01~HIHSV/" S11"I.:10 tJ31SI~3H ONIHV1:'i '']l3SS0H /~;... -00 -00 't-' :<.0 '!a '(Jl tAl:c,o..<:n:c.n enc:::~~>~~.-....--......-...-<m W W Wo?"'?"'?"' F nca >::::::tz:l---00 -00 -00 -00 ............>c,o til...~........'(Jl 0 (1)...... tAl 0 'g-c,o :0 ..,....:.:.(1) <:nO c.. :C1l0 - LO 6 U~0I UdU £L, {(]Jll~'! " -00-00-00-00-00-00 >:r. uct_8"l'O~.-::sr.c.. '-..,,,. Form RC C·lO OFFICE OF THE REGISTER OF WILLS OF _--,W~a~s.=.h"""i::.:n~g....t=o~n,--_COUNTY AND AGENT OF THE COMMONWEALTH ,. l>~/1\/\1 STATEMENT OF DEBTS/, AND DEDUCTIONS DEDUCTIONS ALLOWED IN j '1 bLJ .8:THE SUM OF .....•......$.....1.................................. APR 25 197c9RUSSELL MARINO om r:z~,~~:=.;~ Register 01 Wills,Agent ESTATE OF Lucy B.Strobatz LOE~Washington,Washington County,Penna. DATE OF FILING APPRAISEMENT DATIi:OF DEATH _--"O:.>:c:..:t~o~b=e.:::.r--=2::...,J--.:::.l..::::9..:7-=1::.....-_ DATI!:NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHIOJt Consideration for purchase of property situ.a.te in the 19th Ward of the Citvof Pittsbur~h.Alleghenv County.Penna.7.500 00 Transfer Stamps and Fees for Deed 175 25 William G.Neal Funeral Home -Funeral Exnenses 1 370 50 lOr .lav Silverber~Last Illness 68 00 South Side Hospita.l Last Illness 60 00 ! ,Ankroms Nursine:Home Last Illness 24~75- Washin{!'ton Hosnital Last Illness 3 50 IKu ;z Monument 16 00. Annex Pharmacy 27 30 , nr w·A Pr;_..Tr Last Illness 20 00 Viehmann Pharmacv 10 00 Final Utility Bills 16 70 Christoff Yard work 129 29 Sears !Fence 535 95 Kevstone Storm Sash 389 24 i'O ,1 Home Imnrovements af ter conveyance from T.nC!v R Strobatz to Eugene A.Blackhurst,et:~;ux.,deed dated..-.~...~....-.~.~-~-_n •_"'I"~~ t.J u.~~.Lv,~"'vu,auu ......~.....A~...~.L"....,""""U .I..IVVD.••••,.t'a&""......L,'UU -:0:V Ml'J(,:>nnpv Realtv Sales Commission 1 ~~O 00 Transfer Stamns 190 00 .Tohn ~ol omon Attornev's Fee 150 00 - TOTAL 14,021 88 COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF Washington I.Engene A.Blackhurst and Cecile N.Blackhurst HEREBY CERTIFY.THAT.TO THE BeaT OF r.lY KNOWLI!:DGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENse OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Lucy B.Strobatz .DOC~"'.~O"."'. INHERITANCE'TAX ':"URPOSES.~"~.~"Q~t?~~",.,~.L'.S.) SWORN AND SUBSCRIBED BEFORE ME THIS 13th DAY 0fP t:T:;:;:~;:i:U~a;;.(~:~~e -lb.(L.S.) Cecile N.Blackhurst -, ANll~s.PRINCE,NOTARY r'~.I? My Comm'ssic;',[;,~ires Octob8r 11,1£.J .Washii'b~.:1.\,a~hingtun CO<lnty,Pl, ~. \..l, ~.::x:J '"'1-.J »tT1'A' ~ U>G")¢ '~9 ;J:~U'i :0- r-U> ""'0 r7 z -4 (0 ;:;0 G)rll ;-~~ffJ '~:u i-"~t;""::)J Z <::>X.""'::""" 0 ~"":.Do»p :E ::::l ::x .." r 2f t.Cl r-'!>(J')0 :" c:;:) .-.J, '.I 1 ·.) ~..••to • (,J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION 244 WASHINGTON TRUST BUILDING WASHINGTON.PENNSYLVANIA j RALPH CHEP~ER,CHIEF APPRAISER --216'CITYCOUHTY BUILDING PITTSBURGH,PENNSYLVANIA 15219 .s,(j)~.~~~. 76 6 ~~-%8"Y,gg? J IVr;r X /6(7.V/ Dear Sir: Kindly give us values as of Real Estate. April 10,1973 To ~(J-e>L'<---/4.!3/~Gk..h~r--8!= RE:Estate of LUCY B.STROBATZ Late of Washington County File No.63-71 1]38 Date of Death:10-2-71 to -;26-~7'~ October 2.1971 ,on the enclosed Assessed Value _ Market Value '~9~,~Q~O~o~.~o~a _ This request is in duplicate.Kindly place your value on the copy and return it to us,and keep the original for your file. APPRAISER I .00 1 715 00.0 a 17525 L370.50 68.00 60.00 243.75 3.50 16.00 2730 20.00 100.00 90.00- 16.70 129.29 535.95 389.24 L 786.4 a 11330.00 190.00 150.00 14;021.881 :~;;,. )/:':,;~o~'.'1-..cOMMONWEALTH 01"PENNSYLVANIA ~.:.,':;.,"TRANS1;'ER INHEIUTANCF.TAX SCHEDULE "C".,....~....~:'.:-~.,-;,RESIDE~T DECEDENT TR.ANSFEI1S·:1,\:;:l~'\A~:'i~ ~·'·.":<,(l)..,Dl••"'••nt,with'n two y••"or."'h,m'".ny ,,,,,,,r.,or .ny m"O<'"P'"of hl~:\,,~~,\-1thout ~;{,t',:,,?":,receiving a valuable and adequate consideraUon therefor?(Answer yes or no)No ~\'~.,'",;,(2)Did decedent,wi thin two years of neath,transfer property from himsel f to himself ,J,~thel'ot {..,.others (including a spouse)in joint ownership?(Answer yes or no)No 0,":' ,'i (3)If the answer to (1)or (2)above is in the affirmative state:J' i ~'.,;;'1~'·.,(a)Age of decedent at time of transfer -----~;;.(b)State of decedent's health at time of making the transfer.(Note 1).~.(c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable 01"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 that 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?__ 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 enjo~ent of or the right to income from th~property transferred? (Answer yes or no).NO (b)The right to designate the persons who shall posses,or enjoy the property transferred or income therefrom?(Answer yes or no)__~Nuo,-__ (6)It the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedentaloneorothers-'-'--:-:--_ (7)Did decedent in his lifetime make a transfer,the consideration for wh~ch was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)}fo (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 c01l1d revert to decedent WIder terms of transfer or by operation of law?(Answe'r 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 physic)an 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,'d;ates of transfers and to whom trl\nsferred,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 whioh said cl&1.18 based. NOTE 3:List applicable property below in manner in which proVided 1n Schedules A,0,or Eo 1 .' ,'. DESCRIPTION MARKET VALUE (Estilllated)OEPT.VALUATION (Dept.Only) I"~." :!..... .. ,.," '. ;"'~r..I~ "' .....~:. ,:~ ',', ".{~,,01,. ....+-.........._ --./,.". ., ... ":~..:~~ .',' .;'ill::r· '\"",.'J Life estat~in lot of ground situate in the Nineteenth (19th)Ward of the City of Pittsburgh,County of Alleghepy and State of PennsylvaD~a,being known as Lot No.24 in the Amended Plan of Lots laid out by the heirs of Ann C.Lonergan as recorded in the Recorder's Office of Allegheny County,Pennsylvani:a,in Plan., Boolt Volume 24,page 105.'--,-- to -t 7,~.z ~-)(5'~'&'8'")(//.t / c!cr ~~.~'~Sd<J ~.~>&..L ~'(.:l/()t~.)~"d 0 ,'/7,tJ-tJ (J ~~tld.......- -"/$j ':UJ~//,'AJ?·fa,Ai ,4t/J;OJOJI.(P~..,. l't·"j', I', I .,,~ .,. :'~.",~.;. .;" ...,' .j;,.../".... I' i ,, ,In.ert this t~tal opposite wTransfel'8w,Schedule ·ew 1n the ·u Repol'tedwoolum on the last page of thi8 return. ..' I, .~ +-I (., I f .'., 19,000.00 ,t PI'""~'" 'of't· .00 r I '< .00 T 1 ~O 00.00 539.65 1 9;5 39.65 S 14J 021.88- );517.171 .....-- '~ ,. RCC-Bl (6-71) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPLY PLEASE REFER TO j Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT EUGENE &CECILE BLACKHURST (Executor or Administrator) In Re:Estate of _.....:L=..:U::...::C:...::Y.....:B=-.=--.=S:...::T=RO=..:B=A.='l'='Z _ WASHINGTON County -File No._....l6~3!L:,..:.L71=-~ll!::!o...3~8!...--_ Dear SIR &MADAM: ORIGINALYouareherebynotifiedthatthe _ appraisement in the estate of IHC}B.STROBA']Z has been fi led in the office of the Register of Wi lis Of,_..1lWlljA.!.lSilHIN.,/""ffiG,LIT>..I.OrnN"L.-_ County on APRIL 4'4,,19-73...,Said appraisement reflects the following valuations: Real Estate _ Personal Property _ Transfers ----"1~9~.~OOO~..I!..~OO~--- Jointly Owned ----"'5""";3'-L~9....._''''''6''.£)_,_ Tota I ~1~9u,,!.o<!5~J;:L9~.6~5~__ 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. Sign~-1Qk jTitle~r:I - Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by low. DATE OF DEATH:OCTOBER 2',1971 Note:This is not a bi II. 11"1 R C <il539 (5-68) t:eOMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of STROBATZ,LUCY B. (Last Name)(First Name)(Initial) DATE OF DEATH 10-~71 FILE No.63-71-1138 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 itern in the last column to the right in Schedules "A","B", "C",and "E". Dated:APRIL 24,1973 FRED TOS1 INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS APR 25 197~RUSSELL MARINO'I)ated: ~I,the undersigned duly elected Register of Wills in and for WASHINGTON unty,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 eater or sser 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 Fl CLEAR VALUE OF ESTATE VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+-- Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $---------1--2% Tax on $---------1--6% Tax on $---------1--5% Tax on $---------1---~ Tax on $<-":5%.J Exemptions '-.- Total Estate -4-__ TOTAL TAX COMPUTATION OF TAX $---------4-- $-------4--- $---------4-- $-------1--- $---------4-- $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_____to $---l AMOUNT OF ESTATE TAX ASSESSED $-----1- Estate tax paid $l- BALANCE DUE $----~~ Add interest at rate of 6%from t= ------Ito-----$-----~, TOTAL TAX BALANCE $------l PAID $--1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. L Will (...No.AdmInIstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF LUCY B.STROBATZ Deceased ~ Late of . County of .WA$H.:P'J(}'l'°N WASHINGTON ,-,..f'> Commonwealth of Pennsylvania REPORT AND APPRAISAL ...... .. uI " ...011I