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HomeMy WebLinkAboutOC1968-1047 - ESTATE OF DONALDSON~ i t, IN THE ORPHANS COURT OF WASHINGTON COUNTY,PA. NO./'t;1j~of 1968,'0.C. / '. '. IN RE:ESTATE OF REBA DONALDSON, DECEASED. PETITION FOR SETTLEMENT OF ESTATE UNDER $2500.00 .,-.., '~ _.-,", I ......J l..-..- ~~ ~r~.~qft~~Centr~~~~Bldg.Y5~~ /:;J,/ -t3cA3 ""/'*-):t'y;O -n II ;'-:->\{/[J ~ "11 J .~ j r .- IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA .."""'.. IN RE:ESTATE OF REBA DONALDSON, DECEASED ) )"NO.It)till of 1968,Q;;::e;; ), PETITION FOR SETTLEMENT OF ESTATE UNDER $2500.00 TO THE HONORABLE JUDGE OF SAID COURT: That the·Petition of Clifford o.Donaldson respectfully represents:,' 1.That th,e Decedent,Reba Donaldson,die'd intestate I •on June 14,1968,while a resident of Allenport,Washington County,Pennsylvania. 2.That your Petitioner,who resides at 224 Liberty Avenue,Belle Vernon,Westmoreland County,Pennsylvania,is a brother of the decedent. 3.That the Decedent,who was never married,died ,at the age of seventy (70),survived by the following ~eirs at la~: (a)Clifford o.Donaldson brother (b)Richard Donaldson brother I 224 Liberty A e. Belle Vell'non,Pa.1 Allenport Pennsylvania (c).James Donaldson brother Allenport Pennsylvania (d)Ethel Donaldson Swaney sister Allenport Pennsylvania "w· 4.All of the aforesaid heirs at law have joined into and signed the within Petition for the purposes stated herein. 5.The total assets of the estate consist of a savings account with the Federal <Credit Union at the Corning Glass Works in Charleroi,Pennsylvania,which account has the total value of One Thousand Four Hundred One and 09/100 ($1,401.09)Dollars. 6.That the following bills of the Decedent,which are all of the bills known to your Petitioner,have been paid as follows: (a)Shelby Ferguson,funeral bill...•..•.•$1,44l.00 (b)Shadyside HospitaL...................40.00 TOTAL.••.•.•••.••...•••••.••.....•....•~1,48l.00· 7.That the Decedent was the owner of a Safet.y.,Deposit Box No.106C in the Mellon National Bank and Trust Company, Charleroi,Pennsylvania,which to the best of your Petitioner's knowledge,information,and belief,contains only a deed for Join ly I owned real estate,jointly owned Savings Bonds,insurance policie and other miscellaneous papers. WHEREAS,your Petitioner prays your Honorable 'Court to do the following: (a)That an Order be issued to the Federal Credit Union,Corning Glass Works,Charleroi,Pennsylvania,direct- ing that the balance of One Thousand Four Hundred One and 09/100 ($1,401.09)Dollars on the savings account owned by -2- ..',-'.. ,..,.--,..-. tbe Decedent be paid to Clifford o.Donaldson. (b)That your Honorable Court direct the Mellon Nationa Bank and Trust Company,Charleroi,Pennsylvania,to permit 'your Petitioner to enter Safety Deposit Box No.l06C and remove all of the contents of said box. ~ld~ Attorney for Petitioner •-'-<' ..-I' ,.,".'',.:at.., .,,;.t ~. AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ) ) ) SS: AND NOW this 22d day of July,1968,Clifford o.Donaldso bei~g duly sworn according to law deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of his knowledge. 4~<1JffOr{[o.Donaldson Sworn to and subscribed before me this 22d day of J~ly,1968. My Commission Expires: c::7RNUR&i ~./9/1 JOSEPH SITH,NOTARY PUBliC CHARLEROI BOROUGH,WASHINGTON COUNTY MY COMMISSION EXPIRES JANUARY 7.1m .. •-'<I:'i •• CONSENT OF HEIRS We,the undersigned,being the only other surviving heirs atiaw of the Decedent,Reba Donaldson,do say and aver that we have read the foregoing Petition for.Sett1ement of our late sister's estate;and that we do Join in said Petition and pray your Honorable Court to direct distribution in the manner prescribed in the prayer of said Petition. ~.i2~~ona1dson (Donaldson iiLLJ~1e~.-.Ethel Donaldson Swane~ Sworn to and subscribed before my this 22d day of July,1968. ,My Commission Expires: .,c::::..Mrll./J!l/~.:;;/97/ JOSEPH SInE.NOTARY PUBLIC CliARlfROI BOROUGH.WASHINGTON COUNTY MY COMMISSI(}N EXPIRES JANUARY 7,1971 IN THE ORPHANS COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE:ESTATE OF REBA DONALDSON,) )NO. DECEASED.) of 1968,O.C. D E C'R E E hereby ORDERED AND NOW,this ~t:day of -,+~::::':::::'f:::J.~'1968,upon consideration of the foregoing Petit AND DECREED as follows: 1.That the Federal Credit Union~Corning Glass Works, Charleroi,Pennsylvania,pay to Clifford O.Donaldson,the balance of One Thousand Four Hundred One and 09/100 ($1,401.09) Dollars,which is the total amount of the savings account owned by the late Reba Donaldson. 2.That the Mellon National Bank and Trust Company, Charleroi,Pennsylvania,be directed to permit Clifford O. Donaldson to enter Safety Deposit Box 106C and to permit him to remove all the contents of said Safety Deposit Box. 3.That Clifford O.Donaldson Be authorized to withdraw all of the contents of Safety Deposit Box 106C,Mellon National Bank And Trust Company,Charleroi,Pennsylvania,but if any individual assets of the Decedent,Reba Donaldson,are found there'n, then he shall account for them in the manner prescribed by law. -, Form No,RCC-62 (2·64)THIS FORM REQUIRED IN ALL ESTATES WITH GROSSASSETS UNDER $10.000.UNDER SECTION 701 OF A~T OF JUNE 16.1961.IEFFECTIVEJANUARY1.1962.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)'..~~}')~n-'...~.'1"/\() OFFICE OF THE REGISTER OF WILLS 5 ~/,?/~--k.. County of .y{~~ht:p.gt;9A ............ .. 9.~~~t:~;-~..9:.)?9A~~~~9P:..'...................'of .?2:4.J.:t9~.:r:~Y ../}.Y.€:~J ••~ffJ.:~~..'?ffr.rfQA".r.q .. (~ame).(Address) ~..c being duly________~_~5?_~!!___-__~__~____________.according to law,deposes and says that he is the ________~!'.?.~lJ:~?:__________._________________________.(Exec"Adm.,Legatee,Etc,) of the estate of_____R~_~~___P_.9_n~JQ._~_~g ___:___.__:_________whose last residence was ----------------------·----------T-----i------------:-------_.(No.)Street ___~J.J~_TIP_Q~.t;__________________________..deceased,and that the whole ~f the estate of said decedent,who died __.J~_n~__:!~-;-.J2_Q.8(City.Borough or Township)(Date consisted of:-.... o.f', REAL PROPERTY REAL PROPERTY INPJ!;NNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANGES 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 Lot NO.,Borough of Allenport,Washington County, Pennsylvania,more specifically described in Deed Book Vol. 938,Page 120,rl=>C!..:I ..:I ;n the R~~.,of Deeds Office of l...h:al:lhi no-rnn Countv Ppnnl:lv1v.::an;.::a 'I';rlpo T!2m~o:l.L'_~...:I_':C!k -'''''",-- Donaldson and Reba Gertrude Donaldson,joint tenants with ri£ht of survivorship (brother and sister) /Assessed valuation -$5,000.00 .\/5'ifJ/)Onp-h.::alf n/?)inrllloPo fnr inheritance tax nurposes 2 500.00 \J..)/ \~.~, '-," '"."-, Personal Property ',.,..,.... ..."", . (1)Savings Account ,...·Federal Credit Union,Corning Glass .. Works,Charleroi,Pennsylvania Balance date of death --.l,40l.0~' ""-'!J/f-•.,. .. ---... -..-"-. -.-.--.. . .. OTE:You may expedite the processing of this return by filing with it,and as a part of the return,N letters from fmanClal mstltutlOns or mortgage holders,certlfymg to amounts on depOSIt or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered. Jointly Held Property u.S.Savings Bonds (see attached Exhibit)Estimated Value B)Miss Reba G.Do~a1dson or Miss Edith Mae Donaldson (niece) 75.89 .I.J . 591.43$ ,total value at death ($151.7 ) 50.00 Bond·25.00 Bond·1 2 included for inh.tax Miss Reba G.Donaldson and Mrs.Edith Mae Cooper (niece) value at deith ($li182.86)(1)$1,000.00 Bond·one-half 1 2)inc uded fot inheritance t A) C Donaldson or James F.Donaldson -balance of U.S.Bonds on attached list,except bonds issued on following dates:Aug.1954;Nov.1946;Nov.1944·and Dec.1944.Total Value as of date of death -$4,046.38 1/2 included for inheritance tax 2,023.19 That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or d~puty,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 Mpll on N~t-;nn~l R:mk and Trust Co.Reba Donaldson 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 or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATEforththisfact.)DECEDENT Clifford o.Donaldson brother yes sui juris sole heir bv orde 224 Liberty Ave.,Belle Vert on,Pa.of Orphans Court -Edith Mae Cooper niece ves sui iuris .Tt tpn.qnt'(hnnrl~ Maplecreek,Charleroi,Pa. Edith Mar Donaldson n;t::>r>t::>VP~~11;;11,..;~Tt-t-t::>n~nt-fhnnl'lc Map1ecreek,Charleroi,~.."Pa. .lames F•Donaldson 1 1 VP~!~ll ;illY;C Tt-t-tl-..] Allenport,.-...Pa. T",,1Y\OC li'Yt::>rlY;r>k nnn<:lll'lcnn ,..1 "","co leo....;~,.....;'"T+-+-.-...-~....- Allenport.Pa.(real estate) r ) ) ) ..-. DEBT OR CLAIM NATURE OF SAME .AMOUNT THIS COLUMN $1,441.00 ~EGlSTER ONLY Shelbv Fet:2USon,funeral Funeral expenses paid $.director .,. Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Shadyside Ho~pital Hospital expenses 40.(to ,. Total 1,48l.00 •RESIDENT D~CEDENT'DEBTS AND DEDUCTIONS CLAIMED,!iOJrE ~:"List first five items in the spaces so provided,observe notations ther.eon,and instructions. .~?~..':--.~~~:r.~Y..~~~~~.~.,..~Y.~~~~9.~.... (Street Number) Belle Vexnon,Pennsylvania 15012.................................................. (City or Town and State) 4:.~~'4._~..-t(?...~~M(iJ.n/TF";·~'cutor-Administrator) above appraisement is made in conformity with law on this ~'/7';#""19 ..&.?~A/L"~4~'~~:4~~: ./~cr"y:.-,Appraiser In the event that any future interest in this estate is transferred in possession or enjoymen 0 collateral heirs of the decedent after the expiration of any 'estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral,l:ate on any such future interest. Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this /~~. 4A-T-/j7 ........................dayof ...~...,19.~. EGISTER g}'W1LLS I,the undersigned duly elected Register of Wills in and for ~..County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amoun claimed by deponent,e pt as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or les amount ~esen~.w~adeduction." Dated:~~~4~&/.f?tb.£f.:~:J /./1~~!·1:0 Register of Wills '...' .) .:I • Form No.RCC-62 (2-641 WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..~~M.~Q~I;.Q?Q~. Deceased Late of .A:l;)·~.qp~.x:~.................................. County of .W?s.1:}j.ngton...................................... Commonwealth of Pennsylvania REPORT AND APPRAISAL .--.. ~"'t.-. .... '- i"~ ~.. I. r ) (, L ).,_.., c")<'. , (- '--....: RCc-al (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA8E REFIER TO 37':153-7 CLIFFORD o.OONALDSON Informant In Re:Estate of -.:..:RE='B::;.:A;;;....:D:.,:°:.:;N:;:.:A.L=-.:::DS=..O;:,:N;.:....-.-- _____~W:.::AS;;.:'H.:.::;I::::.:N:.=.G.::.;TO;;.:N;,...,..._-_County -File No.63-68-1047 De ar Mr.Donaldson: You are hereby notified that the original appraisement in the estate of iHf.fKlreReba Donaldson has been filed in the office of the Regi~ter of W~lls qf Washington County on December 9 ,19~.Said appraisement reflects the following valuations: Real Es t ate _~_~~~-..::2::.;J2~5;.;0:.::0;.:•..:::OO..:::-__ Personal property_~~~1~,~4~·0~1~.~0~9~·__ Jt.Held ~........-:~7~.+73~8;;.:.-!:92:;;:...,-___ Total ...:1:::1:J,~b:::!4;;::O..;~az;1::..,..·.--- As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.A~to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is ch~rged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ~~---!D~e~c...sei.IJmb~~<.I.r;....;;9r.,,--,,1.:l9:.\.l6:1;l8_~__Sign.~<U.t~'e.-~,f Title W.R.CHANEY~IEF APPRAISER DATE OF DEATH:June 14,1968 Note:This is not a bill. R CC-"19 (6-67)• ':O;,\MO,lIlWEAL.TH OF PENNSYL.VANIA :rRANSFER INHERITANCE TAX RESIDENT DECEDENT DONALDSON,REBA FILE #63-68-1047 June 14,1968 SUMMARY I.the undersigned #63 Washington FILE #63-68-1047 the real and personal opposite each item in ilEPonT OF INHERITANCR -TAX APPRAISER duly appointed Inheritance Tax Appraiser in and for the County of ,Pennsylvania,do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A"~"B","c"and "E". Dated:12-09-68 06-14-6~ 12-09-68Dated: REPORT OF THE REGISTER OF WILLS I,the undersignerl duly elected Register of Wills in and for Washington County,Pennsylvania,do ",~spe(:tfully 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. VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $2,500.00 $2,500.00 $~-----~-1,401.09 1,401.09 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LEAA Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 7,738.92 10,159.01 7,738.92 'll,;b40.01 --1,481.00 lU>,159.01 ======1= Valuation of life estates or annuities . . . . . . . .$---- ESTATE TAX ASSESSMENTS ~------ (,:,)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. CO~{PUTATION OF TAXFORUSEOFREGISTERONLY Tax on $________R%$_ T ax on $.~_10%~_ T ax on ~001 $ T ax on $10,159.01 :~$~.-r""'·,-"5""'2""3-.""85""- E~emptions :.:--.(,:,) TO.tal Es tate _ TOTAL TAX $___ Less tax previously paid $~==~======~~ BALANCE $_~_ L~ss 5%of tax if paid within 3:months after death *======:= BALANCE OF INHERITANCE TAX DUEA~d interest at rate of 6%from to AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $__ BALANCE DUE Add interest at rate of 6%from to TOTAL TAX BALANCE PAID it...;.·_ $------- *------- $-------$~------ $ FOR USE OF REGISTER QNLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,same should be noted below,with short explanation. Will ~ Administration \No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..It:E;l3A,.PO~A,I.P$O;N:.. Deceased Late of County of ..ALLENPORT . W!\.$BJNO:'rON..... Commonwealth of Pennsylvania REPORT AND APPRAISAL 1 .~~ DEPARTMENT OF REVENUE ,BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.J7J27 ·COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE P~.~~~1:>..~~?.'.~~.§s.. COUNTY ~~.~.~~~~.?.~. FILE NO..6..3.:::.9..$..::194.7 . ~ Whereas..~~P.g.p..Qn~.g.~.9.n ~,y ,.late of AJJ...~:~?:P.9.it,.:. in the County of !:J~~.~.~~.~Commonwealth of Pennsylvania.having died on the )~:4.~.~day of ~':l!.1~19...??seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I .w~.~.~G.h~J~.~.y.,an appraiser duly appointed according to law. having been designated to make a fair and conscionable appraisement of the said estate.and to assess and fix the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years.the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of Asset REALTY: Lot in the Borough of Allenport,Washington County,Pa., more specifically described in Deed Book Vol.938,page 120.recoreded in the Recorder of Deeds Office of Washington County,Pa.Titled James Fredrick Donaldson and Reba Gertrude Donaldson.ioint tenants with right of survivorship. PEH.SONALTY: Savings Acct.,Federal Credit Union,Corning Glass Works.Charleroi.Pa. JT.HELD: Miss Reba G.Donaldson and Mrs.Edith ~~e Cooper u.s.Savings Bonds (1)$1,000.00 Miss Reba G.Donaldson or Miss Edith l1ae Donaldson US.SAVINGS BONDS U.S.Savings Bonds.Reba Donaldson or James F. Donaldson Reba G.Donaldson or Clifford Donaldson,Bank Acct. Total 2,500.0( 1,401.0C 591.4" 2,023.1 5.0k,8.k, 7,738.9 Total Unit Values $ Appraisement Made for Inheritance Tax Purposes 2,500 00 1,401 09 7,738 92 11,640 01 I, WASHINGTON.....................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of REBA DONALDSON Deceased. Late of ALLENPORT.....................................................................-. Date of Death,~.:\.lP.~;),4.,::I.,9.9.~. Appraisemel!t Docket Vol.,.3.7 . Page,:L.~?:::-.7.No ~~.:?~:.~g~?. Filed in Register's Office,.P.~.G.~mp..~.*-9.,J9~JL. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,ut Appra.isement, Appeal f1'Om Appraisement,. Entered and charged, I --~._--_-._-....- COMMONWEALTH OF PENNSYLVANIA '.''.. DEPARTMENT OF REVENUE .... .NO.A033094 OFFICIAL RECEIPT ~PENNSYLVANIA INHERITANCE AND ESTATE TAX . F-pau------ SEVEN HUNDRED FIFTY.SEVEN and 26/100 .......---•• RECEIVED --=----=_~:__-_:_:_-----dollars representing Pennsylvania Inheritance or CLIFFORD DONADLSON)PAYING ON IND.LlABEistate Tax due from the following estate: From:----------------------.---------------------,-----:-I!Il1 P.O.BOX 235Address ~2%Tax on $$------~--.~;;lI $--------$--------·~1ALLENPORTtPBNNSYLV4~IA 63-68-1041 6.14-6FileNo.Date of Death,-I 5.048.41 15%Tax on $,_ 157.26 $-------_.• 757.26 $---------1U1 $---------Ir.ll $-------- $---------1111 %Tax on $$---------.m Estate Tax,Act of, May 7,1927 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 _ Name of Decedent ~ WASHINGTON Januar,y 23,1969DateofPayment--:..-1 REBA 0 II DONALDSON Remarks: County --1 SEA L TOTAL AMOUNT PAID 757.26 $=======:~I NOTE:This Triplicate Receipt ta be retained for audit purposes."/'"') i ,."Received by .I t:t::....,;i.2t~/2;V"?.,,t,/vt1') NOTE:In accepting the transfer inheritance tax on futu're estates,'prior to the death of the life ~.(Signature). tenant or tenant for years,as evidenced by this receipt,it is u!,derstoad that the Commonwealth shall ;/.''71=;.../'//"//' nat be precluded or prl'lvented from hereafter assessing additional inheritance tax at the death of the /I."·"e,"'J..-r..-#L r..'./'t/~V.:./ life tenant or tenant for years whenever it appears that such additional tax may be legally due and'"J jJ (Title), collectible for any reason whatsoever. ,------------._-----------