HomeMy WebLinkAboutOC1968-1185 - ESTATE OF WATTSI'I,
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LAST WILL AND TESTAfvIENT
OF
JOSEPHINE WATTS
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:'.,I,JOSEPHINE WATTS,of North Charleroi,'Washington
:;County,Pennsylvania,being of sound mind,do hereby make this-as
"and for my last will'and testanentjhereby revoking any and all
:.other wjlls made by me at any time heretofore...
!'FIRST::I direct my executrix as soon as possible after
.',_my death to-pay all my just 'debts and funeral'expenses,and
;comand th~t I.be buried at the family plot with my beloved husband
"1nth~Monongahela Cemet·ery.
SECOND:I give,devise and bequeath the entire remainder
..of my estate,both real and personal,of any..na~ure whatsoever,to
my children,Albert E.Watts,Charles E.Watts,Laura May
.Armentrout,and Aliee La-lerne Williamson,equally share and share'
'.alike',or to the survivor or survivors'of them;th9t is to say if '
~any of my aforementioned children shall predecease me,or fail iI)
-any way to take under this will,·then the survivor or the survivors
"of 'them which'shell take the'deceased child's 'share equally.
THIRD::I appoiQt my daughter,Laura May"Armentrout,to
"serve as executrix'of this my'last will ~nd testament.-
FOURTH:No bond is required to'be given by the executrix
in tq.e administration of my estate,and that.if notw'ithstanding
,this request,any bond is required,by any law,statute or rule of
,Court ,no sureties be required'thereof.;-,
.IN WITNESS WHEREOF,I have hereunto set.my hand and seal·
;'this II"'"day.of Yiarch,1951,A.D.,
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,Signed,sealed,published and
"declared by Jo~ephine Watts,the
-,testatatrix abovenamed,as and ror
;,her last will -and testamerit,in the
~,presence of us,"hho,in her presence
,at her request ar-din the presen~e of
·each other,have hereunto set our names
':as witnessel3.'
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OFFICE'OF THE 'REGISTER 'OF WILLS
"(2·641 THIS FORM REQUIRED IN ALL ESTATES WITH GRoSS ASSETS UNDER $10,000.UNDER SECTION 701 OF ACT OF JUNE 16.1961.)
UARY 1.1962.(FILE IN .DU?UCATE WITH COpy OF WILL ATTACHED)V.\.~
county'of ....Wp..~1);i.A9t~I);....:~,...--'r '~\\.}
......~~\lF.~.M~Y.AJ;'l;tl.~l)t-.:r:q~:t:of ..Rt;E;!.•..~.,..vY9-Y:~+)..Y.,.Q1);i..q : : .
(Name)(Address)
being duly _..__~_W9_~n:.__.__..__...according to hw,deposes and says that he is the .._..~~~9.ltt;.~~~._.
.(Exec"Adm.,Legatee,Etc,)
of the estate of.__.J.9_e~phJn~._W.~tt.e _ _whose last residence was .._._5.6B C.e.nt..er..Ay.(s·en)ue __.,(No,)treet .
.__~Q];.!:h.._QJ::gg'J~.±..QA.__._..deceased,and that the whole of the estate of said decedent,who died .__.':I~I-l~.._~.L•••l.9..§!3
(Cit?,Borough or Township)(Date)
rohsisted of:
.REAL PROPERTY
REAL PROPERTY IN ·PJj;NNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRAN<i:ES UPON EACH PARCEL AT DEATH OF DECEDENT.
WHERE PROPERTY HELD'AS JOINT TENANT.OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES Aim RELATIONSHIP OF OTHER OWNERS.
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Real Estate Estimated
Value
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NONE
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Ib1~P JII
P~rsonalProperty
NONE
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NOTrE: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 letters must be signed by a responsible officer of the financial
institution or mortgage holjer and indicate clearly amounts of principal and intere~t 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.J
-.~..~-~=~.~~-~~--~~~..,-~,...,.....-----......"'""""'--------------~
Jointly Held Property
Savin s Account No S 5827 Charleroi Federal Savin s and Loan
held with LaVerne.Williams,her daughter,
husband of LaVerne,
Transfers within TWO YEARS Prior to Death
I NONE
T~at 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 acces~by another as agent or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
NONE
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,contingentot;.otherwise,.in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
.I..aur~Jra~l-\rmentrOU1;.Dauqhter Yes sui-jurisRte.J averlv.Ohio
Alberb:Watts sui-;urisR.D.#2,Menongahela.Penna.Son Yes
~hafilei?wa:t:ts .1::1 -C::::r"l'n Vt:J,Q Qll;-;l1YO;Q
~~¥eCR~t~~ll~~fie........
N.Charlero .Dauqhter Yes sui-;urisPenna•.
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COMMON"WEAL TI:i OF PENNSYLVANIA
DEP'kRTMENT OF REVENUE
HARRI'SBURG
RC':-43 (5-65)
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Re\'enue
Bureau of County Collections
26·S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
Pursuant to Section 742,Pennsy"'ania Inheritance and Estate'Tax Act of 1961,
we herewith submit the following report:
tAJillianlS .
IDECEASED JOINT DEPOSITOR ..
TRUSTEE OR INVESTOR -·-4J~o~agp~..~M:3:!·naEe~.!fh:Ja9:'t'5mtS-B--.::...\.....~:::...--------
ADDRESS 568 Center Ave.,UOl'th Ch:p'1,,'17'nJ ~1';:1,'$022
.~~:;,$,~g~~~~sn<6E 2>'%9 .
BENEFICIARY OR INVEST~Rl~s.La'"let'llG :allialtlS Oil Glenn williams
A.DDRESS 563 Cent"..'one '-'0""';1&....'d.'"L,:"....."..XL <H!O.2'"--."..•),"''f'"'''~'''CtL4~:.L.vl vI,"-a..L;;r·~
~ELATIONSHIPTO DECEDENT·•..-.)ATE DE POSIT OR INVESTMEN-T..,qiftoe'7'!'....::'I"'e'l"Tp.:r-:-LllT-;l~lt;,:':'""".~",~aI.~,,:-'Os:-=l-T~as=-·~l~~O-="Ci~le=r~..,.t..,..ol"'""'!L....a~v.=-e-rn-e---='W:~j~]Jiams
WAS ESTABLISHED A III ~o "e-"
3ALANCE,INCLUDING INTEREST p..:v,I;5;>
DUE,AT DATE OF DEATH $----I6T:,ft,O'~2~."7'!75~-----------
TITLE
OFFICIAL'NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
RCC-134 (8-65)
\=O~~~W\E~LTH OF PENNSYLVANIA
o.ePART~ENTOF REVENUE
•BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
TO:)'1R.&-MRS.GLENN lYILLIAMS
568 CENTER AVENUE
___~N~O~TH CHARLEROI,PENNSYLVANIA 15022
Date:__S....:e,.£p....:.t...:.e=m...:.b..:..e::..r_2::..7.:....,!.-.:1:..:9:...:6...:8__
County _...;.;'i..:..:A;::.S~H.::.;IN:..:..G::...;T::...;O:....:.N..:...--_
County File No._
Bureau File No._
We have received notice tha~xxxxxxxxXXXXXXxXXXxxxxXXXXXXXXxxxx
on June 9,19 68,rou came into ownership of c~e~rt~a~in~pr~o;pe~r~ty01th~ro~u~g~~~;;~~~;;;~~-
transfer from JOSEPHINE WATTS,deceased.
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 pre.perty on which tax is hereby ass.essed consists of:Jt.Sav.Acct.#5827 held in the
CHARLEROI FEDERAL SAVINGS &'LOAN ASSN,CHARLEROI,PENNA.,in the names of
JOSEPHINE WATTS or MRS.LEVERNE WILLIAMS or GLENN WILLIAMS.Opened 4-10-55
Balance as of date of death,$6,032.7~.
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appraised by the Commonwealth,',as of the date of death,at $6,032.75
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
3,016.38$--------$--------
AMOUNT OF TAX DUE
180.98
o If you pay the above amount within three (3)months
of the cate of death of the decedent,or on or
before 19 you may deduct a
discount of 5%of the amount 01 tax due,or
o This tax became delinquent one year after the date
of death of the decedent 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
*If the lax is not paid by the above date additional
interest is due at the rate of t%per annum until
paid
TOTAL AMOUNT DUE $180.98 $==================-
ASSESSED BY,iZJ~
(Agent for the Commonwealth)
APPRAISED BY .~z:....d......:~~~::::::;:~--
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To insure proper credit to your account
this Official Notice must accompany
your payment.Mail or bring it to:
A.....:.•fit:.Tr.E COMMONiJEAl..lrl
COURT HOUSE
WASHINGTON~PENNA.15301
(over)
If you have already paid this .ta.?,to an,executor,administrator,attorney or other Rersonal representative of the
decedent for forwarding to the Commonwealth,list below the date pai.d,name and address of the person,.!d whom I
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 dece·dent,y'ou 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 return this notice.The Register of Wills will examine the debts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 -You were personally legally responsible for these debts,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 an executor,administrator or other
personal representative of the decedent handling the administration of the general estate of the
deced~nt or any other transferee..
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet If required)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY O~_
SS:
I,hereb"y certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent,,for which I
was legally responsible and which I did payout of the property herein taxed.I further 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.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__.
Signature of Taxpayer
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REPORT OF REGIST,E.R~,9F W!LLS ..I • I .I'"._
'''',''.,It'~.'.\r;•-}".~.J..-t •
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report.thdt I
ha,ve allowed deductions listed above in the total amount of $"
Date of Approval:_
Register of Wi lis
\RESID~T DECEDENT DEBTS AND DEDl:CTIONS CL-AIMED:
NOTE:List first five items in the spaces so provided,observe nota;;ions thereon,and instructions.".
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
\,\~EGISTER ONLY
Schrock Funeral Expenses paid~j $1,924 52 $"IHaroldL....
decedent I
Same address as
LaVerne Williams.dauqhter Family exemption twill not be allowed unless
decedent died residi:lg with a spouse or children.)1,000 00
Rpo;~ter of Wills Administration Ex};.enses *58 00
..,,,.~Tlfl "Counsel fees *200 00
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Fiduciary commission *
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OTHER DEBTS AND CLAIMS
(*)See Note below
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Total',3.182 52
Note:The estat~agl"ees to advise the Register of Wills if the amount actually paid in settlement of any ·fee,.commission 01'debt is greater
~...'J".I ,•'\..\!"
or less than the!estimated amount claimed and allowed.a '''.SUb~ib"'andnw.,~.~,o,remet,bi'_-0~m4 .-~
.;.'<t <-r!~.'~f .'.'.(E~ecutQr-fdmin ..tratQ1'),
............<~.,••,g~lJf1:2Y~" ,19....\Rte.:2'U'',~./~4 ,zt '(St~~~iN~~b~":i"""""""'"..,.·Ei~Ei~·~';~~PH~;£it?~~~·U1 ~.".....",
Charleroi,Washirg'tori'County,Penna.r W.a:y'~~~fc~iy ~~~Q~~'~~d'si~t~)'.
!A~,com.....:.......:......c-"pire9 r1~?eh £!O!.157:
~a~:~.b.~n/~a~':'di_ngd::::w,.I d~~~;:;;;:~.:'d~i'?'in <one"b ,awn;
In th,,vant that any 'ntu,-,;ntm,t in tbi,"tat,i,t",,'m-,d in po"""ion m-<njoym<n~i"0'tb,do<ant a''',-tb,
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 int€rest.
REPORT OF TH ~TILL
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 amo ts claimed bi'depone ,cept as to those items where a greater or lesser amount
is set forth in t~olumn to the right insaic schedule above.which greater I ser a~~~representsthe sum allowed as a deduction.
Dated:~../jf/,PG.f.. .(~~~..~,~.
r Register of Wills
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~Form No.RCC·62 (2·641
....Will I '',.Administration No...........Year .......,,
'-.,.
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~",1--..IN THE
........~:
l..'MATTER OF THE APPRAISEMENT r .-...
.r,,;,'r::.,i ../'-,
~';;.~~.....OF THE ...;c ""-:I '"(-;--
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;,..(.~..'ESTATE OF
/,J,',.....~Q$~.~a;r~.W~'r~~..............<:.Deceased :-~'"
".f-.~~
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Late of ..North .Char~erp.:i...........
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County of ...WasbingtQo........,.....{.~_a -.'r::'}
C,J.,,"Q;).,I Commonwealth %PennsY:hvania,.rrl='J CJ -,.,C)c::-i ,..v,cn ..,..'.-{U),_fT!,,..,REPORT~~ND A~PRAfSAL
r:"J --,r"'"~'~~-0 •e f.'=!.:
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t'MURPHY AND ~NCE
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L ,Attorneys a'E:JLaw ••..308 Fa11owfie1d Avenue ./.;Charleroi,Pennsylvania ".....
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RCC-8I,(2-64)
COMMONWEALn-t OF PENNSYL VANJ'A
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
LAURA ]!JAY ARl.ffiNTROUT
(Execut"or W~'
IN YOUR REPLY PLEAlIE ",
REFER TO 37-143-6
In Re:Estate of ..,:J:.;OS::.=':..=E:='HH::.:=IN:.:::c.=-':'...:W~P::.:.T:.::T.::.S _
______W.:.:;AS=HI:=:I~N~G~T~O::.:N County -File No.63-68-1185
Dear:Mrs.Armentrout:I
,.
I You are hereby notified that the ori~M:l
appraisement in the estate of Josephine'Watts
has teen filed in the office of the Register of Wills qf Washington
County on October 14 ,1968.Said appraisement reflects ,the
fo~lcWing valuations:
I "
I1 Re alEstate _--'---:::--:::=-=-~.",---
Jt.;Held ~...::3:.::,..:.O..:..84:.::...:...2;.:::3:..-_
j Transfers ---:---:~---=..",.,...--I Tota1 ..,----'--...4.3:.t..•.:::;08::::4c·:.::2~3_'-_
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
renains unpaid after one year from date of death,interest at the rate
of sLx (6%)percent per annum is charg¢d.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.•
De.te ~__..:...'~O~ct):!..:o~b~e::.:!:r~14:::t:..l.'-,1=..9.t..::6::.,:8:::....-__
DATE ;OF DEATH:June 9,1968
ESTATE INSOLVENT
Note.:This is not a bill.
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RCC-39 (6-67)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
~IATTS,JOSEHHINE
FILE #63-68-1185
~rune 9,1968
SUMMARY
I~the undersigned
#63 Washington
FILE #63-68-1185
the real and personal
opposite each item in
ImpOrt'!'OF INHERITANCF:TAX APPRAISER
ci.uly 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 19.st column to the right in Schedules "A","B","C"·and "E".
Dated:10-14-68
06-09-68
REPo~r OF THE REGISTER OF WILLS
I,the undersigned duly elected Hegister of Wills in and for Washington
County,P~nnsylvania,do respectfully report that I have allowed deductions in the amounts
claimed b;y deponent,except F-S to those items where a greater or lesser amount is set forth
in the l!ist column to the rjght in Schedule "F",which greater or lesser amount represents
the sum allowed as a deduc Uon./J
Dated:10-14-68 /d~2?~
IREGISTtR OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALU3 AS REAPPRAISED
$.-$*------
___-=E"'-sta:\{e Inso:..:l:;v:...:e~n:.:t,---_
[NVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Heln Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
4LE~q VALUE OF ESTATE
Valuation of life estates or
annuities .
ESTATE TAX:ASSESSMENTS
3,084~23 ._
3,084123._
3,182.52 l=
*-----
(h\'------
3,084.23
3,084.23
==3~,!::::1=82=.~5=2=:=======:=
COHPUTATION OF TAX
TOTAL TAX BALANCE
PAID
FOR USE OF REGISTER ONLY
l'ax on $________f5%
Tax on $~"j%
Tax on ~~'~
T p.~x on $.__1!1%
Eiemptiom.:=(~:)
Total Est~te _
TOTAL TAX
L~ss tax preViously paid
BALANCE
Less 5%of tax if paid within
3.;months after death
3,~~NCE OF INHERITANCE TAX DUE
A~d interest at rate of 8%f~om
to
AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
BALANCE DUE
Add interest at rate of 6%from
to
$.:..._--,--~-
t ------:-:-.--*------$
$-----Ii>'~======:=._-$-------
,$=====1=
*-------do~)------
(*)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
St-·_
$-------
$-------
$-------
$-------$
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the
ftegister of Wills,fOJ"proper reason,same should be,noted below,with short
explanation.
~._.........---,.-...--,•..--.........~+-
..~.Will (
Administration \No .Year .
~
~
....•....-/
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
..........J.os.:$f.lfI~._.~~A..r.';r'P .
Deceased
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Late of ....N.CHARLEROI
County of WA$l1.I.NGTON..',-..~~--.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL.
..,
,.,.,
I Fonn'ECC-2-CQMMONWEALTB OF PENNSYLVANIA DATE ...............o.c.t.Q.b.e..r.....l4.,......1..96..$.................~...
DEPARTME1':T 'OF REVENUE
.c RESIDENT INHERITANCE TAX'................~~~~.~.~~.?~.....................................'"COUNTYBUREAUOFCOUNTYCOLLECTIONS
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO......................??:.?..~:~.~.~~...................................I
Whereas................................~.~.~.p.~~!:~~....~C!:~.~..~..........."....................................................late of N.Charleroi...............................................................................................................
in the County of ..........................~9.:~~.~n~?~..........................................................................Commonwealth of Pennsylvania.having died on
the .......................................9.....~~...........................................day of ......................~.~~...........................................19.~.?.....seized and possessed of an estate
I
subject to Ir.:heritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore.I.................................~.~.~..~....9.h§.~.~.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 I
the cash value of all annuities and Hfe estates growing out of said estate,hereby file the following appraisement:
In the e\lent that any future interes1.in this estate Is trans:erred in possession or enjoyment to collateral heirs of the decedent aftertheexpirationofanyestateforlifeorforyears,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetalOesatthelawfulcollateraltateonanysuchfutureintE:rest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles
$
-
JT.HELD:-
Savinfls Acct.No.S 5827.l;harleroi Federal Savings and
Loan Association,jointly held with Laverne Williams,
and Glenn Williams.husband of Lavwene.Opened 4-10-55 3.086 23
.,
Total 3,084 23
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Estate Insolvent
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fonn~;v~ft,~~::~h:.Wl>Tll·7~~o~~:~.~o~e~~::~~~..;.~~~*~~~.
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.WASHINGTON........................:,::.County'
--.-........._.---"~
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
......................J..9..?:E.:p.H.;I;N.~Vf!l..'l'T$.
Deceased.
Late of
............N QRARL.~.o+..
Date of Death,~.~.~9..?.:l:9..~?...
Appraisemel!t Docket Vol.,).7 -:..
Page,1.43~.6.No 93.::::6..$~.J)..$..5..
Filed in Register's Office,.o.c.t.Qb..~;r.....14.J...19...6$..
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut A ppra.isement,
Appeal j,.om Appraisement,..
Entered and charged,
..:
...._...--:.
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