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HomeMy WebLinkAboutOC1968-0431 - ESTATE OF LAIRDt,-3-t-?-sL3 / {t :?-7~7/ OFFICE OF THE'REGISTER OF WILLS WASHINGTONCountyof,. ....~?~?!.~~.~~~~~~of ..1\t ••~,.J~~1'••GJ-.a.y'~Y.:i,p·.~,..p.~!l.I\E!y)..~~p..:i;~. (Name)(Addrellll) Form No.RCC-62 (6·70)T~~IJ FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $ld;OOO,UNDER SECTION 701 OF ACT OF JUNE 16,1961,/ EFFEC'IIVE IAN.CARY 1,1362.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED),t _t ~'".'~1J-9-.J / "'".... being duly__~_~_<?_~?__. ....according to law,deposes and says that&!e is the ~_~~_~!_!_~_~J_~..__ ~(Exec"Adm"Legattt.Erc.) of the estate of ~_~_~~_~_~~~_~~_~~_~~----:----------__whose last residence was _~_~Q_:__.f!.?-..__.. .._ (No,)(Sueer)' C lay_s.}l.i.ll..~....f~_nn_l?_y-J_y'£!g_;1,&ceased,and that the whole of the estate of said decedent,who died !~L~2l~_?__...._ (Ciry,Borough or Township)(Dare) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. / Real Estate Estimated Value An undivided one-half interest l.n and to a.1.1 that certal.n tract of land situate in Donegal Township,Washington County, Pennsylvania adjoining lands now or formerly of Henry uennl.son, Catherine Anderson.Donegal Land Company,John Anderson,and the Estate of William H.Laird,and containing 94 acres,3 roodS, ".nn 12 nerches. BEING the same tract of land which was conveyed by John H.Laird et al-to Archibald W.Laird and William B.Laird by deed dated April 3,1917 and recorded in the Recorder s uttl.ce of Washington County,Pennsylvania in Deed Book 442,at page 556.$6.000.00 f /~1:1,$6,000.00.'(J'...../'\. I I ~,I - I ( ,., I Personal Property N 0 N E '."'~. I \"..";-'. ( NOTE:You may expedite the processing of this return by filing'with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts On deposit or owed by the decedent.as of the date of death.Such 'lette:rs 'must be signed by a responsible officer of the financial institution or mortgage hvlderand indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered.' ,...,....~;-.EstimatedJointlyHeldPropertyValue~-'.~.,. ~•- NONE - Transfers within TWO YEARS Prior to Death NONE -. I ! That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly wit~,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 l'l U l'l J:. - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE(If step-children or DECEDENT TENANTS OR INTEREST OF(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent orotherwise,in estate.)are involved,set OR NO·AT DEATH OF IN ESTATE forth this fact.)DECEDENT Lillian G.Laird widow yes 100%.. 1\.u.if L. Claysville,Penn!'1.vl ~T<ln;<I 1 ';~D~ ----.ollIllIII ·~..)• '.'4RESiDENT1fI?ECE;D~NT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided,observe not~tions thereon,and instructions Funeral expenses paidBrownleeFuneralHome .-----=-D.=E.=B:...::T----=-O.:.:R_C::..:L::..:A:;::I:;.M=------.--=N:..:..:A=T..::,U.=.:R:.=E:....'O..::...::..F_S::..:A:;::M=E:..--.--_A=M:..:O:....:U:..:N:..:.T:;----IoTHIS COLUMN .KEGISTER ONLY $1,422 20 $ Lillian G.Laird Family exemption (will not be allowed unless decedent died residing with a spouse or children.) 1,000 00 Patrono,Ceis1er,Edwards and Pettit Administration Expenses * Counsel fees *35 001 FiduciarY commission * OTHER DEBTS AND CLAIMS (*)See Note below Russell Marino, Register of Wills Letters Testamentary 16 00 Brownlee Funeral Home Ambulance Service 20 00 The Claysville Cemetery Association Opening and closing grave 75 00 The Claysville Cemetery Association One grave lot 110 00 S.White's Sons Monument 525 00 Total $3,203 20 15323 (City or Town and State) ..........~.•...I?.•...t~~.~(Street Number) Claysville,Pennsylvania Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission 01'debt is greater or less than the estimated amount claimed and allowed.~Jf SubscI'ibed and sworn to before me this.. . . . . . . . . . . . . . . . . . . . .. . ....~.../;;?z".~~. (Execu or-Administrator) .......(.-'!.d:day of !4?~.c:I:t ,19.?~ ......ds:~.~~~~TARY..P.UBUC.... CIOysville I Wa .::in.:.:ton County My C(\m'p f:);,','·'!tar 30.1973 Having been duly sworn a~'ding to law,I do hereby certifr that.the ab~ve appraisement is made in conformity with law on this ......................../..~dayof ~,19.7f.~,(). ···········~··~~·A·a~ In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to collateral heirs of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer~inheri­ tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for «J.~County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depo~t,except as tlthose 'tems where a greater or lesser amount :::d~o~t~.~~s~rl~i.~:J~1r;.~~;i.~~~~~~~~~~s~~~~~.l~.above,which greater or l~s.s~~.~~~~.~t.l.~p~~~~h.e.Cl~:l~&~ ~Register of Wills rI t t ,j. " 0' Form No.RCC-62 (6-70) Will ',~l"'Administr~ti(;m S~o Year . ./. ,IN THE' -j-....... MATTER -OF THE APPRAISEMENT (I '.'.': 4 ..= -, .1, I. ~. OF THE ESTATE OF WILLIAM B.LAIRD....1"····".•...........•.....•• Deceased Late..9f ..BD.rOu,gb;..Qf:.GJ..9-y'~y.i.:q-!=-..."r County of .."W<:J;sh.ington......,. Commonwealth of Pennsylvania -REPORT AND APPRAISAL, PATRONO,CEISLER and EDWARDS Attorneys at Law 80 East Chestnut Street Washington,Pennsylvania 15301 <,\ 'I \ ,r,.',~. L3-L8-13/V I,WILLIAM B.LAIRD,of Donegal Township,Washington county,Pennsylvania,do make this,my Last Will and Testament, hereby revoking in full any and all wills heretofore made by me: FIRST:I direct my Executrix hereinafter named to pay my debts and funeral expenses. SECOND:I give,devise,and b~queath all of my property,whether real,personal,or mixed,·of whatsoever nature or description,and wheresoever situated,unto my beloved wife,LILLIAN G.LAIRD,to be hers,absolutely,forever. THIRD:In the event that my wife predeceases me,I give,devise,and bequeath all the rest,residue,and remainder of my property,whether real,personal,or mixed,of whatsoever nature or description,and wheresoever situated,unto my daughter,DOROTHY M.LAIRD,to be hers,absolutely,forever. FOURTH:In the event that my wife,LILLIAN G.LAIRD,and my daughter,DOROTHY~.LAIRD,predecease me,I give,devise,andlEqueath all the rest,residue,and remainder of my property,whether real,personal,or mixed,of whatsoever nature or description,and wheresoever situated,unto my nephew, WILLIAM L.LAIRD,of Donegal Township,Washington county,Pennsyl vania,to be his,absolutely,forever. FIFTH:I name,constitute,and appoint my daughter,DOROTHY M.LAIRD,to be Executrix of this,my Last will and Testament. IN WITNESS WHEREOF,I,the said WILLIAM B.LAIRD,have iIIII!I II ! .I I Ii L I !, II /. t "....... III'! to this,my Last Will and Testament,set my hand and seal,this 9th day of January.A.D.1965. Signed,sealed,published,and declared by WILLIAM B. LAIRD,-the Testator above named,as and for his Last Will and Testament,in our presence,who,in his presence,at his request, 1"1 'Jj I 1 and in the presence of each other,have hereunto subscribed our names as attesting witnesses. Q .,..,.".t'!1 -~---•>"--_._.~-~- RCC-39 (5-681 ••I ~I COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of LAIRD (Last Name)(First Name)(Initial) DATE OF DEATH 10-19-67 FILE NO.63-68-431 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of lvASHINGTON Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E". Dated:September 14,1971 ~bG'~ INHERITANCE TAX A~~ REPORT OF THE REGISTER OF WILLS VALUE AS REAPPRAISED $--------+--- 2 796 80279680CLEARVALUEOFESTATE 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) I,the undersigned duly elected Register of Wills in and for WASHINGTON County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by depnru_-elN':..l~nt as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule"",which gre ter or lesser amount represents the sum allowed as a deduction. 5EP 15 1q71 RtJS~nL MARINO'Dated:_ Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $"L 7l1h IRn @ Tax on $---------4--6% Tax on $5% Tax on $10% Tax on $15% &e~tioos * Total Estate --1-__ TOTAL TAX COMPUTATION OF TAX $---...;c::;J..;:c::;)......jtl:;;t.6l0Jl~ $--------+--- $---------4-- $-------4-- $--------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 $t= Add interest at rate of 6%from_____to $---J AMOUNT OF ESTATE TAX ASSESSED $----~L- Estate tax paid $l- BALANCE DUE $---Jl- Add interest at rate of 6%from t= ------ltIO-----$-----~. TOTAL TAX BALANCE $------1PAID$....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 t...No.Admlmstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF WILLIAM R.LAIRD Deceased Late of County of CLAYSVILLE 'vASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL -t• .. Fo~RCC-2..-~ DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA.. RESIDENT INHERITANCE TAX• APPRAISEMENT D"Tll_Ii~ltt!!!I!b~r_I,4.._1nl I COUNTY Wa.s..h.i..ngt..Q.n : FILE NO...Q..3..~..Q..e..~.4..3..l _, Whereas..."":w.+..'J..:..~J.AM ~.~~A.~~.P.late of 9..~AX~.9..!.~.~~.. in the County of ~Ji.~§.HINQ.T.QN ~::..~Commonwealth of Pennsylvania,having died on the !.~.~.~day of O'c.t.Q.ber 19..6.7..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,N.Ap..~.~.~.~I!~.~X ,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 th h I f 11 'f d rf t t t f .d t t h b fil th f II tecasvaue0aannUllesanIeesaesgrowmgou0salesae,ere y e e 0 owmg appralsemen : 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 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. Unit AppraisementDescriptionofAnetValuesMadeforInheritance Tax PurpolSs $ REALTY: SEE COpy UXX«nBU ATTACHED TO APPRA 6.000 00 ! ! fonn~~~':fh'7.~~:~:.w~~~r~i~:,~:;:r~~~~~;~e~tis,:~de1~7~: ....................~................~.........~ :Appralller ..........................................................................................................-....................................................... W~,Penna. (Post Olllee) ....................JvASHINGTON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of lvILLIAM B.LAIRD Deceased. Late of CLAYSVILLE..,.......... Date of Death 10-19-67J••••••••••••••••••••••••••••••••••••••.••••••••••••••••••••••••••••••••••••••••••• Appraisemel!t Docket Vol.,d Z . Page,..Z.7:.=..f.No 9.3.~.f$.$..~.4.3.1.. .-\~;- Filed in Register's Office,s.ept 14.1971 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, E.mmined and Approved,. Wrote abo.ut Appra.isement,. Appeal f,.om Appraisement,.. Entered and charged,. • .~ ~'. .. ------------------------------------------c,--- Office REGISTER OF WILLS,,~~"~'~~,f1~llgJJ;;!·,{..;c.:.tsx:~.n~.,-----------sPa . Form RCC-4-RI-3-66 N 9247690.,_ Date_----""ttwA...,m....m.....',J;Y.....',;.--.la.........19 ,6a COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax RESIDENT DECEDENTS File No.tJ-tf -'13/ .~i;l<fx.:i<9nL~t?J3~q~of the estate of--------~~.·.~;..•......:d.~""'.~L~~::Ir.'*f._~n~--------------------- who died Cctebcr 19,19-41-,the sum OLf---~'l't~··,:.;.:~';.l,t,¥\1E!l,.,.-~t*.nu;dl.--I~IJ\J;/Jf-.M..OA,Ol-·_.............""'--"-"'-""_"--'lo...'---......."'---"-"'---'"'-'.""--"_.........~.~Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Date Valuation $======= ..'"...-~:,,:";'Register of Wills Add interest at the rate OL.f % Balance $_ MOORE BUSINESS FORMS,INC.•ElMIRA,N.Y. *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302. SEAL Total Tax $-----.l·Ji"ji3~.~O'1o!5~--- Less Tax Previously Paid (if any)$============ Amount of Estate Tax Assessedunder the Act of May 7,1927.$_ Less live per centum of tax ifpaid within 3 months after date of death $=====::J.1I:6~'!::===== Total Tax on $5'7'0 $ Tax on $10%$ Tax on $651.5J.2'7'0 $13.05 Tax on $15'7'0 $ Exemptions *$ Total Estate $ from _ to ~_ 3?-Jt-f $,------- $ $'---l,;!6$ii;J-"'~•...,S~4--­ $ Valuation $'--i6~S,z:.~.r2$4f::;--- $,------- Total $,------ $,------'--- Total $,_ Date NOTE:This T,riplicate Receipt to be retained by the Register of Wills and filed in numerical sequence for audit purposes. Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date 19__$,_ ________19__!::$============= Estate Tax Assessments Date 19__$,_ ___---'--__--,-_19__!::$=========== Personal Property NOTE:In accepting the transfer inheritance tax on future estates prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com- monwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. Real Estate FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RtCEIPT Docket 31 Page 2Y"I ine~ Estate of 1-:.D.:;:.~ OFFICE OF REGISTER OF WILLS II.r Date ,;~lll.U'4'ViJ#Pa. J--.t-.....,.ltl 19 L.rJi.·w:o:.;o;:;:;a ....6i ._"-..oa- To --iti"ri(;f;··';jli.7D'!:nffi~IT·'-7;..~·.~~~·=·:-4""F;:~Df}-------------- SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9,1929,P.L.343 AS AMENDED BY ACT MAY 15,1945,P.L.528 r"~j""M '(H;tn"l'?:,n 120l (g),Act of April 9,1929,P.L.343,as amended,viz:-HTo receive from Registers of Wills all duplicate .re.ceipts for taxes paid to them by executors or adminis-i,rators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlementoftheeslate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills." Fill in below name and address of person to whom tax receipt is delivered: I -~I 1"'&~..",...":-\,1..\0_..,•.......~..."""........... I L -----"-i'p~.•..,..~1 C41:n