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Home My WebLink AboutOC1968-1127 - ESTATE OF ALLISONRCC-81 (2~641 COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT NORMAN ALLISON IN YOUR REPLY PLEA.E REFER TO 37-139-6 I ;J:n Re:Estat~of_........,__....!IJ~O~HN~S:!....~A~1L~IS~O~N~a:L/~k~/a~__ ~...,.-.....,-_-=E~•..,W;..;:.A:,:::S~H.:.::I::.:N~GT:::..:O~N=---_-County -File No.63-68-1127 Dear }~.Allison: You are herepy notified that the ...m;igjnat appraisement in the estate of John S.Allison a:k/a has been filed in tne office of the Register of wilis qfWashington County onvapVBor ~9 .,19.Q2..Said appraisement reflects the following val~ati6ns: Rea~Estate __--------- Personal Property -.....---....-::r-32iL81 _ Jt.Held ~..l.$~W-~"-,-·::-_-__ 'rotal lt8...672•.122 As to such tax that i~paid within three months from date of death,a five (5%)percent qiscount is a~lowable.As to any tax that remains unpaid after one year from date of death',.interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement ma~ appeal therefrom as provided by law. Si~ned/VL~e~~ Title W.R.CHA;;:E;APPMISER DATE OF DEATH:August 10,1968 Note:This is not a bill. --------------------,----------------, "rss739 (8'-67) ':OMMONWE~L TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX , RESIDENT DECEDENT .-. ALLISON,JOHN S.a/k/a FILE #63-68-1127 August 10,1968 . SUMMARY ALLISON,REV.DR.JOHN S. FILE #63-68-1127 08-10-68 01-29-69 rmpOHT OF INI1ERITANCE TAX APPRAISER I.the undersigned duly appointed Inheritance Tax Appraiser in and for the County of #63 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 right in Schedules "A"~"B","c"and "E". d--?L uU-;;;;;r:?2.~ /INHERITANC x AP;RAISE Da ted: H..EPOR'r OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for _ County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater OT 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: REGISTFR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $.-$$576.81 -321.81 --~-- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 18,017.62 18,594.43 =====::=._--- 18,672.12 =====.-======:= Valuatiori of life estates or annuities .•.....• EstATE TAX ASSESSMENTS.~ COMPUTATION OF TAX[<OR USE OF REGISTER ONLY T ~x on $n~1o $_~---- ·Tax on $~lO'1a ~T~x on S =_=..;...;~~$=========T ax on $.__lEl%$_ E~emptions :~(*) T c5tal Es tate _ TOTAL TAX $~~_ Less tax previously paid $~======~==~~ BALANCE $_~...,-_...;...._ Less 5%of tax if paid within 3 months after death $======1= (,:,)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE $----------- Add 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 $ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Itegister of Wills,for proper reason,same should be noted below,with short explanation. Will l Administration ~No. IN THE Year : . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..~.oHN ..S..ALLlSON......... Deceased Late of ...E·W1t~l1IW(},I'()~.. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL '~ Form'RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ..................~~.~~y......?9..1......~9..§9............. 0-,DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY .................................\.'!<3.:~.!l.~.~~.?!1....BUR,:AU OF COUNTY COLLECTIONS,........... APPRAISEMENT'"FILE NO..............................??=..?~.~~.~?.........HARRISBURG.PENNA.17127 ......... Whereas,..................................................J.ohn...S.......Al.l.;L.§.QD:....g,I.~/§,.........................late of ...............................~.~....!.!~~?~.~~~.?.~.................................. in the County of "."'................~..~......................~~.~.~.?:-:~.g~.~~..................................................Commonwealth of Pennsylvania,having died on the .....................................lQ...:ttL......................................day of ........................~.~~.~................................68 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.R.Chaney 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 apprajsement: 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 Ufe 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 Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ PERSONALTY: Check No.62,626,929 from the Treasury Department to the order of John S.Allison date 8-3-68.109.70 Check No.504254P from the Board of Pensions of the Methodist Church to the oreer of John S.Allison 212.1 J I 321.81 321 81 , II JT.HELD:I M",llnn Nl'l.tional Bank Savirws Acct.in the name of J.S.Allison or Norman Allison 16,967.65 Interest accrued on Acct va.th l'4:ellon Natioanl Bank to August 10,1968 184.83. Mellon National Bank Checking Acct.in name of J.S.Allison or Norman Allison 1,197.83 I 18,350.31 18,350 31 I ! I Total 18,672.112 I form~:V~fhb;::::~:,wOl"lla~?~~.~a~:r~~~~~~~~jS;;~~ .AppraIser.~~•.......~::z~:=.~~)•••••••••••••••••••..••••••••••.....~:~:: (Post Ofllee) ... ,/ -' , // /, ..............W.ASHIN.Q'l'QN......................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..................J.<?~~.~~.I:.l:.~~.'?~~I.~!~. Deceased. Late ofe E.WASHINGTON....................................-..-. Date of Death,A..~.~J.Q,....J...9..t>.?. Appraisemel!t Docket Vol.37,. Page,13.9~.6 No 6.3.~Q$~.l)"G..7.. Filed in Register's 0 ffice,..J.Cl::r?:~.:r.;y~.?9..?J9...~.?. Am.ount of tax due $,. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal ft-om Appraisement,. Entered and charged,. , OF THE COMMONWIiALTH THE SUM OF $e:tif.l-ZO Form RC C ·1(, OFFICIO OF TI1e: REGISTER OF WILLS OF Washington COUNTY STATEMENT'OF DEBTS AND DEDUCTIONS DATE J7-/..:Jf-t DEDUCTIONS ALLOWED IN ~....~~ Register of Wills.Agont ESTATE OF John Sydenbam All;son LATE OF Washington County,Pennsylvania DATE OF FILING APPRAISEMENT ?/,;;c/.c 9 DATS OF DEATH AU2Ust 10,1968; DATE NO,OF' VOUCHiO"f NAME OF PAYEE REMARKS AMOUNT R 119RR Ralnh Piatt Q 11 QRR Dr Harrv Benz 1011 QhR InY'nY'ant E Hess H 11 QhH IR nordon .Tohn H.Davidson Funeral Medieal Medical Ambulance A greed value of orofessional services rendered to the de- 1.207 70 20 00 46 00 20 00 cedent durinp'hiR l',p ~nil of/services rendered to thp 1/Executor in relation to thp __---l__+-__+--+~d>.l:::e~('e~d~e.!wln'.ll.lt-!=:~a~ff;a=..lli""'Y',~!=:__'1 ,,--:..---1~1~,..:.0..:.0..:.0-+0=-0;;...._ ;: ( I i----+--+---.--'------------------+------------------t------i--- $2,293 70 COMMONWEALTH OF PENNSYLVANIA } "-=->~~_S8:COUNTY Of'.JiVash;ngtoD h.Nf)rman All;son,Executor I\lIYKNOWLe:DGE AND BEL.IEF.THe:FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS. ADMINISTRATION SUBMittED TO THE ESTATE OF John Sydenham Allison HEREBY CERTIFY.THAT.TO THE BEar OF FUNERAL EXPENSES AND EXPENSES OF DECEASED.AS DEDUCTIONa FOR INHERITANCe TAX PURPOSES.~f'\.I.~..~LI -~~\.t.t~_ SWORN "'1'10 SUBSCRI8ED I!!EFORE ME THIS If CA..:J DAY OP'Norman Allison,Executor(}:!:l~..-6L':zkc7~U:;:':-rd>C=' My C ommission Expire s:fll.41 c::.»/92 J.-'" (L.S.) \ ----.-.&3 '-2r-//:?jJ / LAST WILL AND TESTAMENT OF JOHN S.ALLISON ****** I,J 0 H N.S.ALLIS 0 N,of the Borough of East Washington, Washington County,Pennsylvania,hereby declare this to be my last Will and revoke all Wills which I have previously made. ITEM 1.I direct that the expenses of my last illness and funeral be paid as soon as practicable after my death. ITEM II.I give,devise and bequeath all the residue of my estate,of whatever nature and wherever situated,to such of my children, Elizabeth A.Heintzelman,Berwyn,Pennsylvania;~orman Allison,Washing- ton,Pennsylvania;Jean A.Sutter,Bellaire,Texas;and Donald Allison, .Bellflower,California,as may be living at the time of my death and to the issue then living of such of my children as may then be dead,per stirpes. .ITEM III...I appoint my son,Norman Allison,Executor of this I Will and I direct that he shall not be required to enter bond or furnish sureties I!f ! (SEAL~~/LL{~ Allison I n Wi t n e ssWher eo f,I have hereunto set my hand this 23rd day of August,1966. in any jurisdiction. SIGNED,SEALED,PUBLISHED AND DECLARED by the above- named JOHNS.ALLISON,as and for his last Will and Testament,in the presence of us,who,at his request,in his presence and in the presence of e~aChother,have hereu~to subscribed our names as wit~esses.~ -_·~Z~~~~~ Wit ess ./ ~~~JLti!{W-j.UlJ k.<Ia. ness i\ffi~nuit (@f Exptutnr (@r i\~tttiuiBtrntnr &tntt of 'ruu!Iylunutn.f !Ili: <!touuty of Bns~tugtnu , Personally before me,the undersigned authority,a ~~~.~.~Y.:~~!_~.~_in and for sa,id Oounty and State,appeared NQ~.~_N...A~~~.~N .._who,being duly sworn according 1J0 law,deposes and says that he is the executor or administrator of the estate of ,J.?.~~~...~~~~~~~..~~.!.~~~.~...~l!tl..~.!..__~~~!:.__.~~.....~.~!~~:~~e~/e~!~a¥ffiY'foRroini ~a~d~es 1M!Rgt1 a complete inventory and appraisement of the real and personal estate of...J..Q!!!~L~P~.N.M.M ..A.~~lS.9N 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 upon a just appraisement of each item made by the above named Executor Administrator.. a::::;day.o~~:~:zthi,__~}~~~_~~. __..k.L{2 ~~.~~6/..----..................--------.\.Jo¥iii~hX1h~ /?Ly ~"-?,fJ.t-ADDITIONAL 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 Oopies and'2 RCRI-33,Over $50,000,including Copy ofWill and copy of Federal Estate Tax,Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.1.513 Sec.5.2,72 P.S.4844.2 .1!uurutnrg nub l\pprnisrmrut of the goods and chattels,rights and credits which were of.:~.Q~§.XP~.N:~.M.__~.~:r....~.~N __.late of.~~..J~Q~2~g.~..~!~~.~~..Y!...~.~.~!.!'!~.9._~_ Washington County,Pa.,taken and made in conformity with the above affidavit. J REALTY:None DOLLARS CENTS PERSONALTY: Checks: Check No.62,626,929 from the Treasury Department to the order of John S.Allison for Social Security payment for JUly ...in the amount of Check No.504254P from the Board of Pensions of the Methodist Church to the order of John S.Allison - in the amount·of Social Security Death Benefit TOTAL 109 70 212 11 255 00 $578 81 0.l--~8-//27---1 No.824 Inventory and Appraisement IN THE ESTATE OF Jo~n Sydenham Allison ••••••••••_••••••_n•••••••__••••••••___.n.._ _ _ _ _ }'iled ___ ___ __._J 19.__.._ I •,,. :::::.,.<-., J • .....')-_.J tq • ,_"'.1 'I... '1 --.r-'-~..,;, r-(j r-; (/)~"---'... o I..D """2 .~..... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION In re:Estate of John S.Allison a/k/a John Sydenham Allison a/k/a Rev.Dr.John S.Allison, deceased. ) ( ) ( ) ( _______11 PETITION FOR SETTLEMENT OF AN ESTATE WITH ASSETS NOT EXCEED NG $2,500.00 TO THE HONORABLE,THE JUDGE OF THE SAID COURT: Your Petitioner,Norman Allison,respectfully represents that: 1.John Sydenham Allison a/k/a John S.Allison a/k/a Rev.Dr. John S.Allison,died on August 10,1968,a resident of the City of Washingto , County of Washington,Commonwealth of Pennsylvania; 2.At the time of his death Decedent was not married,his wife having predeceased him; 3.Your Petitioner is a son of the Decedent; 4.Decedent died testate and a true copy of his will is attached hereto and made a part hereof; 5.By Order dated"1f'i'~r21,1968,Petitioner Norman Allison was granted Letters Testamentary and appointed Executor of the estate of Decedent; 6.Advertisement of the said grant of letters was dule made the fir t such advertisement appearing on August 30,1968; 7.The devisees designated in Decedent's will were Elizabeth A. Heintzelman of Berwyn,Pennsylvania,Norman Allison,your Petitioner,of Washington,Pennsylvania,Jean A.Sutter of Bellaire,Texas and Donald Allison of Bellflower,California; '...'..-- 8.At the time of his death Decedent possessed Personalty in the amount of $761.64,said assets being held in Mellon National Bank &Trust Co.,Washington Office; 9.At the time of his death Decedent's estate became subject to the following debts: Last Illness Ralph Piatt -Funeral Dr.Harry G.Benz -Medical Dr.Grant E.Hess Robert Gordon -Ambulance Dr.Frank Bakewell Administration Expenses Advertising R.Marino,Reg.of Wills Letters &Short Certificates Mary Ward -Death Certificates John H.Davidson -Fee for Estate and prior legal sves,rendered Pa.Inheritance Tax . 1,207.70 20.00 46.00 20.00 140.00 28.00 13.50 8.00 1,000.00 937.54 1,433.70 1,987.04 3,420.74 10.At the time of his death Decedent also held an interest in Mellon National Bank &Trust Co.(Washington Office)Savings Account No. 2621 in the name of J.S.Allsion or Norman Allison,Joint Tenants with right of Survivorship in the amount of $33,269.91. 11.At the time of his death Decedent also held an interest in Mellon National Bank &Trust Co.(Washington Office)Checking Ace ount No.262-898 ~ in the name of J.S.Allison or Norman Allison in the amount of $2,395.66. 12.Although the assets described in paragraphs ten and eleven, above,are not includible in the assets of this estate they were subject to partial taxation by the Pennsylvania Inheritance and Estate Tax Bureau.This tax was paid in the amount of $937.54,receipts therefore being attached hereto and being made a part hereof. -2- I.....",,.-. 13.The assets of this estate were exhausted in partial payment of. the aforementioned debts,The additional $2,659.10 required to satisfy the debts of the Decedent's estate were contributed outright by your Petitioner; 14.In advance of this Petition all debts of this estate have been fully paid; 15.There remain no assets whatsoever in this estate; WHEREFORE,your Petitioner,Norman Allison,respectfully requests that the distribution described in this Petition be approved and that upon proper evidence of the payment of the said delXs being filed with this Court that Petitioner be discharged from his obligations as Executor of the Estate of the Decedent,John S.Allison,a/k/a John Sydenham Allison,a/k/a Rev.Dr.John S.Allison. Sworn to and Subscribed Respectfully submitted: before me this /0 t:J: day of June,1970.> Wa7~-rJ \,l.~~.<\)~~ Notary Public ~NormanAllison,Petitioner '-[Impress Seal] y Commission Expires::zz~e:<f./97.J- ~-3-,, I ~\....... I-- I CONSENT The Pennsylvania Inheritance Tax Office hereby acknowledges receipt of a copy of the Petition for Settlement of the Estate of John Sydenham Allison,a/k/a John S.Allison,a/k/a Rev.Dr.John S. Allison,and approves its content. Dated:---------- .Q!nmmnUUt.ra1t4 nf ,.rUU.6YIUaUia,}lili. lIali~ilt!lton (!LoUltty, KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,III the County aforesaid on the 21st.day of August A.D.19 68 ,before me, Russ::ell'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 John S.Alllson,A/K/lA Rev.Dr.John S.Allison late of Borough of.East Washington in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Norman A~lison the Executor 1ll said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Norman Allison 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 render 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 21st. day of August III the year of our Lord one thousand nine hundred and Sixty Eight ................~'2!z~ Register :>~~~:e..."'.-+ iO .-+:~is "'!CD +-i 1<=I~it/.)m (J)GlI-~t Itt>"'-I t=!.!I-'m .-+11-1 0 ~"Ie...,...."II a101C1lIs10"'il:S :::.-+!CIJ !~...!i-!+-i:~!~ !I-'!11-1 i ...., CIl§ \~. _t LAST WILL AND TESTAMENT OF JOHN S.ALLISON * * * * * * I,J 0 H N S.ALL I SO N,of the Borough of East Washington, Washington County,Pennsylvania,hereby declare this to be my last Will and revoke all Wills which I have previ6usly made. / I I I ITEM I.I direct that the expenses of my last illness and funeral be paid as soon as practicable after my death. ITEM II.I give,devise and bequeath all·the residue of my estate,of whatever nature and wherever situated,to such of my children, Elizabeth A.Heintzelman,Berwyn,Pennsylvania;Norman Allison,Washing- ton,Pennsylvania;Jean A.Sutter,Bellaire,Texas;and Donald Allison, Bellflower,California,as may be living at the time of my death and to the issue then living of such of my children as may then be dead,per stirpes. ITEM III.I appoint my son,Norman Allison,Executor of this Will and I direct that he shall not be required to enter bond or furnish sureties in any jurisdiction. In Wi tne s s Wh er eo f,I have hereunto set my hand this 23rd day of August,1966. L~~itu~·Fs.Allison (SEAL SIGNED,SEALED,PUBLISHED AND DECLARED by the above- named JOHN S.ALLISON,as and for his last Will and Testament,in the presence of us,who,at his request,in his presence and in the presence of each other,have hereunto s·ubscribed our names as witnesses. _~~~c~£:~w~·./ ~~~ftvrk ~u,fa.ness ·.I' " IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION In re:Estate of John S.Allison ) a/k/a ( John Sydenham Allison ) a/k/a ( Rev.Dr.John S.Allison,) Deceased.( ORDER OF COURT and after -z:t.3()day of -?4l..-------,/-----'1970,AND NOW,to-wit,this upon motion of John H.Davidson,Jr.and Mr.Norman due consideration of the facts set out in the Petition For Settlement of An Estate With Assets Not Exceeding $2,500.00 and it appearing that the assets of the said Estate,to-wit $761.64,are inadequate to meet the debts and expenses of the said estate but that all such debts have been paid with the assistance of the surviving members of decedent's family,it is ORDERED hereby that the allocation of assets described in the said Petition are approve as paid. It is further ordered that Norman Allison is discharged from his obligation as Executor of the said Estate. -~----- -- .....:li,.~t ~ ....... JOHN S.ALLISON aka.. JOHN SYDENHAM ALLISON aka ..._",&-'oL"'R#W,J)R.,JO~S.~ISON, :t"'......rf1 __:::o.,..,-'-_"""- (fl C")c:~""d'n"l:l4t':SED:J::'-(f,C;L;IJ:aI.#M:;;cr.:0 ,...'~,---!r'-·r-'--.c:)m~~....j ilf -,':r.J::-.....'::..-:><:)'r~--,..0 ~~~"1'1.?::~tv f -;:.?::;:~: fo..-..)'-"......;- _.,.-.._ _-it/IIIf&___._ _ ...r---;;;,.-=--,.,"Ur-C;. PETT.ribN RE SE%TLEI\1ENT' ...SNALL ESTATE ESTATE OF 3-~f..-./I ~ ------------ IN HE: COURT OF COMMON PLEAS: ORPHANS'COURT nIV'N ...... " "\' 'f '..; (+:: nr,\ '(:'." .. :;0 "'. c.{'Z ~~...,-;. :--=-- j' ) / \"1 ~. " I~I /1 ~~i 'r',()} I ",I LAW OFFICES 1:. i:1, l "... Form RCC-33 RESIDENT DECEDENT •I COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF W-A..$:E:I:£NG.TQN .. 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,Inherij;ance,an!i.EE!tate 1'ax 1\ct of 1IHll,) J_QRN s;;~~;;~~;;~;~:~F_-C...o...un........t..y...}:=:~:OR Late of WASHINGTON " ".. .... state of PENNSYLVANIA ~} County ofWA$:E:HNGT.Q.N................................................ss: NORMAN ALLISON Executor of the estate of the above-named decedent being duly sworn,deposes and sayS Decedent died .......Augu.stlQ.,.....1.9..68...........,19....6..8.......J testate leaving a last will,copy of which is hereto attached.} (Month)(Day)(Y""r)LHlXl*JiXi, Name and address of attorney or}.John.H•.DavidsQn,Esquir.e....:~::r a:~t::r/rzees::::::::n:::~;=~:231 .y!asp:ip.gt()p:TruEltl?1l~lcl~P:g,Wc:l:f?~~p.g~()P:,:p~~f?y1y.c:l:.P:~c:l:...!..§..?.91 mailed. That as such g;.e.~.g,gt.Qr...deponent is familiar with the affairs of said estate and the property con- (l,x""\Itor,~~ stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT f'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 full v and in"detail all the real property in the Commonwealth of PennsylV&lia 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.'ln·,banks../:of deposit,savings banks,trust companies,or other inst!tutions,whether individually;or in trustr.for any other person or persons giving also separately the accrued interest thereon,if any,down't~'the)la's,t interest day prior to de~edent's death in the case of savings banks,and to the date of ~ecedent'sdeath in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of'in- debtedness of the.:.u~:i:ted:States to the decedent;all OblIgations,whether by statute or agreement 'they are design~ted as tax free,of the United States,or any state,or political sUbdivision thereor,or 6f any foreign'country,.'which,are o.wned 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 by decedent,together with the fairly estimated market value thereof;all bonds and mortgages held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the 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 eontracts 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 llcCt'iled itlti:!f'est thent)tl tt)th@ dlltt~fir dece- dent's death and other investment securities owned by the decedent at the tiMi or 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 transfe~ee 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 ltst of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either indivtdually,or jointly wtth another,or any power of appoint- ment vested in decedent,either indiVidually or joi~tl<y,by the wil~,deed,or other tnstrument of another, with.n copy of the instrument creating such'power attached to the schedule. ...c...-'"t ~......~....... 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 Impaid at time of death;taxes accru~d charge.able 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. ~~=. ......7..7.LQ.c.kb.9.-.r..t .s:tr.e.e.t . (Street Number) .....W.9.-.s.hj,ngtQn~P.~.nP.:s..yl.Y.~P.:i9.-1Q.~.Ql . (City or Town.and State). NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. ~~~..J;e~~~=:l·~··················"""""""·"~7~~~~"~ij7 Subscribed and sworn to before me this ~u.. ..........................................................dayo~..19..6.8 .. !, RCC-34 (1-64r CO'MMONWEALTH OF PENNSYLVANIADE~ARTMEN'TOF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" teAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property hl:'ld by thede.cedent 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 Commo!:'wealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by whi ch the decedent took title;if a farm state number of a- cres;also statement of mortgage encum~rancesupon each parcel at death of decedent.Taxes,assessments,accrued interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. None (1 )(2)(3)/ DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write DEATH In this space) Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. ,-\.RCC~3'~.~ i'COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY ~.~'~TJ ,I,~.. .., 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".Inta~gible 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 No. L ITEM List and describe fully Check No.621 6261 929 from the Treasury Department to the order of John S.Allison dated August 31 1968 -july Social Security Benefits UNIT VALUE ESTIMATED MARKET VALUE 109.70 - DEPARTMENT VALUATION (Do not write in this space) 2. 3. Check No.504254P from the Board of Pensiom of the Methodist Church to the order of John S.Allison dated August 11 1968 -Pension Social Security Death Benefit 212.11 255 go ~ ) Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x x ,,'\.\ ,;RCC-3(!) \, comroWI'EALTH OF PENNSYLVANIA. Tfu~NSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRANSFERS (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)~n~O~_ (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:N/A (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 or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)~n~Q~_ (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)~/A (b)What was the transferee's age at time of decedent's death?N/A (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequ!ite 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 thf.'property transferred? (Answer yes or no)_n__o __ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)no (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others_-=.N~/=-A~:--_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)_~n~o~__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)__~n~O~_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)N/A 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)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ~CIlED(JLE "E" JOINTLY o\rNED PHOPEfl.TY I\~Ti\rCTW\S:This schedllle mllst disclose all property,real Ilnd per'sOlllll,owneri hy the rlecerlent Jointly ,Wlth'lInoth('r or nthers,inclllfling intangibles,stanrilng In the n/lme of the decedent lUHI others.List rt>al,('state first.as enUrptles,or Joint tenants,giving hrief descrlpt.1on,as inrHClited under Scheriule "A"~pius the dll ':e Ilnripll\ce0f r(lcord of instrlUnen t.e ffect1 ng ves t1 til re,hut rio not inc1ude ent1re ties or Ollt of'stat(i real est,lIt.e value in est/lte v/lluatl,on column.Personlll property shoulrl he l1,st.eri as In Sc!lethrll'"un.pIllS date of II.cquisi Uon,lind the name,arldress lind relationshl.p (U',any)of co-owners to the llecl',l.'nt.. DEPAlITMJ<:NT VALUATION CAUTION-Do not WrIte I n This Spnee. Value of Value of entire Decedent's I~Sta te VllluatJon pcrccnt./lge Share D(,Sl'rj;~'i~~;l 01'-l'r;)l'er;,y,--rll~t.e -oi:Acquj~~l-tt~~;--N;;;~l'--U;'1 't~ ',Adtin:-ss llnd He!nt.!onship of Co-Owners,/lnd PI/lee Value of Hl't'orll of Instrllment,where Hpal Jt:st.llte.!',,?')<.'-_~-.-~_._.._~.'--.-..··rJiil·····- Property Interest 1.Mellon,National Bank Savings 'Ac'count No.2621 ,i/n/oJ.S.-Allis~n or 'No:r:.m~n Allison,Joint tenants with right of survivor I ship.7~J-'CS-(o ,'#..:.l~~"',,':''''''1,~,ar;...,"Q!:J11_-1 ,'.,_1,".',•'J3/16:;,:f.12.Interest accrued on AC'count No.2621 with Mellon Natio~al Bankjt~August 10,1968. ',,'./,:;,';;'3,69.66 ..:.'. ..' ".If.;'T.'~.\,".', 3.Mellon Na.tional Bank ~hecking Account No.262~8985 i/n/oJ.IS.~~lli~Qil or Norma ,Allison-Date of Deatf~a.~a.nc~.'f ?'395.66 7'-1 'J~-(;,D: 1/2 1/2 1/2 184.83~ I,'197.83 !if:::; WrfA. ,'I \' I,: " " ".~. \I:. , ( I,I ~'"'"",\I I"I ".I I I.i" I..I,",.I,,, 1.•I.! j I I !,iIi,I,, Insert UI1s total opposite "Jointly Qwned Property",Schedule "E" in the liAs Heported"coll1lll'l on the lut page of th18 return. I tr/3sz,.J/ 1.&=-811.62 /, .I ./ \\\ RGt-Jr-°h2_63) COI\1l\lONWEA'tTH OF PENNSYYLANIA TRANSfER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" 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..-.. F,l izaheth A Heintzelman DauQ'hter Yes 1/4 R-.., 805 Old State Road ~·0._-< Berwyn~Pennsylvania 19312 _Tpan A ~n::lll Yp.~1 /4 Doo';rl"o 1)31?Val PY'i P rtL RellaiY'P TpX"a~77401 Donald Allison Son Yes 1/4 Residue 10522 East Artesia Boulevard Bellflower California 90706 Norman Allison Son Yes 1/4 ........J.'I'> 777 Lockhart Street WashinQ'ton.Pennsvlvania 1530 ( h Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE "NONE" I - I - /;41: ,, SUMMARY Real Property .(Sch."A") Personal Property (Sch."B") Transfers .(Sch."e") .:r<?i.Ilgy..~.Il.~~..P:r:()p.~:r:~y.......(.$Gh.~'~.Er.'J. ,.............-. Gross Taxable Estate . (1) (As Reported) $..~O~ $5.76.81 . $:-:O~..... $J.610J.7 •.62. $,. $..181 59.4..43". (2) (As Determined) $ $£Zc,·tfl. $ $/~.J~Q~.3'1 $. $J~f-!;:/ef ,_c -.-.,.' J. \~. ,.~ ,\./. .',...,- "0.Q):rn:~.Q):CJ:Q)Q ~'c~2;;..., '"c:::::Q)p.,.....0 ..c~~<l.J....;, 0 ..-c::....1::-00E Q)S E.-0~0....l U U '-'I /.:1 :J:13 Pa. RESIDENT DECEDENTS File No.63-68....1127 Form RCC-4-RI-3-66 No.979085 Date November 'I 68.,19_ OFFICIAL RECEIPT Transfer Inheritance and Estate Tax Office REGISTER OF WILLS.WASJJINCTON WASHINGTON County,ss:.Received from __N_,_O_l'ma_,_._b_,_A_l_l_i_s_o_D_"-.:.__ ~dministrator~~of the estate of Jog S.ALLISON who died AUl.SUB+.10 19-.61 the sum of BIORT IIUNDRED :llnY.BIGHT amino/lOa'...'Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: I rF-C _--"-.•COMMONWEALTH OF PEIOlSYLV...., •./ Appraisements Made and Filed Computation of Tax Date -------valuation NOTE:This Triplicate Receipt to be retained by the Register of Wills aDd filed in numericalsequenceforauditpurposes. NOTE:In accepting the transfer inheritance tax on future estates prior to the death oftheliletenantortenantforyears,as evidenced by this receipt,it is understood that the Com- monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. 903..11; $======= Balance $_ 5%$ 10%$ "'S$ 15%$ Exemptions *$==============. Tax on $_ Tax on $:::; Tax on $_ Tax on $On Account Less five per centum of taxifpaid , within 3 months after date of death $45.16 Total Estate $--,_ Total Tax $_ Less Tax Previously Paid (if any)$============ Amount of Estate Tax Assessed under the Act of May 7,1927.$_ Register-cl Wills MOORE BUSINESS FORMS,INC.,ELMIRA,N.Y. Total $858 ..00 *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.L.1757,effective June I,1957,as =ended by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302. S E'Ai)"';d.../•.~,4-''•I tdV.;t Yf.../..r't~lJI'~r~~-I-:'~l~,1 Add interest at the rate of % from _ to '_ ...,,,woJO>LBTE 37-139-6 $------ $, $,-------'l'Vi't~ $ Valuation $,------ $,------ Total $,------- Lrrn1D [p)[LD@£Lrrr Date Real Estate Personal Property $,------- $1 - Total Total Gross Assets Less Debts and Expenses of ,Administration Clear Value of Estate Valuation of Life Estates or Annuities Date 19__$,------__ ---19__~$============== Estate Tax Assessments Date 19__$,-----__ ________19__~$================== FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX•. RESIDENT DECEDENTS. RECEIPT Docket 36 Page 139Une..e_-16.....·_ Estate of:_-.:!J!!..:O~HN~~S~.---!AL==t=I=S:....::O=N,---_ OFFICE OF REGISTER OF WILLS ___.....!:li:Ul!t\..S"'-!>HI=NG='=TO'-'!:=N....., -__Pa. Date,__-=..::t~-=-OV'~e::.:·£lb=::,:....::0:...:::..r--.:....1_19 68 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 Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:·"To receive from Registers of Wills all duplicate reo ceipts for taxes paid to them by executors or adminis- trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterof Wills and transmitted to the executor or administrator.whereupon it shall be a proper voucher in the settlementoftheestate.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: ATft.JOHN B.DAVIDSON 231 NASlW,CTON inuS!SOILDIEG L L ~~_~_