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Home My WebLink AboutOC1968-1316 - ESTATE OF PEARSONI I I· I •.· .... . ~ ·: .. -· .. . . . .. .. LAST WILL AND TESTAMENT I, ALLIENE A. PEARSON, widow, of the Borough of Canonsburg, Washington County, Pennsylvania, being of sound and ·disposing mind, memory and understanding, do hereby make, publish and deciare this my Last Will and Testament, hereby revoking any and all wills heretofore made by me. FIRS.T: I direct that all my just debts, funeral expenses and the expenses of administering my estate be paid by my Executor hereinafter named as soon after my decease as may be ·. pract.icable. SECO~D: ·I give, devise and. bequeath all the rest, residue and remainder of my estate unto my three sisters; namely, . . ETHEL FALDUTS, KATHLEEN SHAUL, and VIVIAN FURMAN, and my niece, KASSONDRA SHERG~, to be divided equally )etween them. FINA:LY, I nomina t.e, cons ti tut e and appoint JOHN ··FURMAN, JR. and ETHEL FALDUTS, Executors of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and • f . seal this /{ 1:!-. day of /'~1 c·,/ .. ~ , 1968. ---<--..-_\ -- Signed, sealed, published and declared by the above named testatrix, ALLIENE A. PEARSON, as and for her Last Will and Testament, in tr.e presence of us, who, at her request, in her presence and in the presence of each other,·have hereunto sub- , scribed our nam€s as witnesses. . ~ .. ··7 ,( _//--~ ,/~:.. t. . .l... J'-.. -.«. -j . ,,_7 -,,/ ... . . . . --') /._~/ /. /~ •.C' . /""' j Address~/ -~ /r;· i J , .. /~ ·" :·:/, Address I I v __.--/ ,rt.' . .) ' -\ _, . ,.--I . / /-·· ._ . '· cc/ r Fonn No. RCC-62 (12-66) THIS FORM REQUIRED IN ALL ESTATES WITH G~OSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 18, 1981, j • EFFECJIVE JANUARY 1, 1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) • ~ ~ OFFICE OF THE REGISTER OF WILLS County of .... W~S.lf!NGTO.N ... ·. . . . . . . · ............ ~9~. ¥~~~ ~ .. ~~··· ................ of .~?~ .. ~!J.tr}I?~.~ . ~:':~~~~ l' .. q~~.~~~~l;J~g ~ . R~~Aa • '' (Name) (Address) being duly ______________ SW.QXD. _____________ .according to law, deposes and says that he is the ____________ Ex.ec.uto_r ___________________________ _ · (Exec., Adm., Legatee, Et~.) of the estate of ____ Alllene __ A ... __ Pear.s..on ___________ whose last residence was -~-_3.3.0--.Summi..t--Av.enue.,.----------------CNo.J (Street) ___________________ g§_~~P.~P-~:t;.S.J.. ______ .deceased, and that the whole of the estate of said decedent, who died ___ §_~E-~-~ __ _l.Q_,_ __ _l.9 68 (Ciry, Borough or Township) . · (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STA'IEMENT 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. I Real Estate NONE Personal Property War Bonds -Series E (ner attached list) Household furniture (miscellaneous) TOTAL ESTATE , Estimated Value ) tr1'r 350.00) /.~ S860 2~ U ' --------------------------------------------------------------------------~------------) .. 'r', ---.~---------------------------------------------------------------------+------------ """ 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. S:.1ch 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. .... --· ------· _, l Jointly Held Property Estimated Value II' . ·• .. NONE - I I •j .. . I 1 0 . - - ' Transfers within TWO YEARS Prior to Death NONE .. 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 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 N01\lR - 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 ESTATE forth this fact.) DECEDENT Ethel Falduts. Mare:arita St Car.nee:ie. Pennsylvania Sister Yes -----Under will --.'-') -Katj)·1 PPn Sh~n1 M~nn-rui 11 P \ . ., _Penhsylvania Sister Yes -----Under will :V:ivian _Furman, 326 Summit Ave .. Sister Yes --11:::11--Under will r.~n"'nn shn-r~ 'PPnnsvluani::t r-._,, "' i"~ :,· J ,,, - _.. ·• .. ~: t ,I . Series E Bonds aent for redemption ~ Estate. of Alliene Pearson ,, .. · :-· ... · .. . I ·.·· •• 1 • • • ••• • 't •• ' ,, ·:-~--· . \• $25.00 ... •.'. '1 • •• . . ····.. . . ·. ' .. . .. .. . . · ... ;.':" ~: . . .. . :• . . · ~ -~ ~ : {.~ _: ·. ;'.. . . ~:.: .'· .. . .. :;.., . .:.~ -~ l .._ •• .J. RESWENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE· List first five items in the spaces so provided, observe notations thereon, and instructions DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN .-------~~~~~~~--~----.---------~~~--~~-------------.----~~.--rn~EGISTERONLY Griffith FJ.meral Home OTHER DEBTS AND CLAIMS Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees • Fiduciary commission • ( •) See Note below : ' ' ' Total $1007 00 $ f' 0 ' ' . " " : .. ' : 1007 bo Note: The estate agrees to advise the Register ·Jf Wills if the amount actually paid in settlement of any fee, commission or debt is greater .or less than the est.~ated amount claimed and allowed. ~ --: . Suh~•·ib<d'and •wm,; to-bdore m• thi• ..... · · .. · .. · .. · .. · .. · · .. .. · · .. ·~~;:/:,.~/ p. · ;· · · · · /1d <-,.< ~ 1:1 6 . hn Furman, Jr., Executor · .. · // ...... ,.-..... :·; .. · d:.tof,~...... ·· .. · ..... ·· 19 .9. ..3.26 .. S~mroi.t. Av.~.n~e .................... . --~-,Q~ .. Jl~~ ·~·-··········· (StreetNumber) DONNA «~NN~FURDA; .Notary Publio .. 9~~<?~~.~~;-g '·. ~~~~~Y.~.':'~.l?~? ......... . • .'Nashington,. _Woshingt~n 'Co., Pa. (City or Town and State) • ;J'Iiy COmmiSSion Eip1re.s Apnl 9, Iii$ Havink been duly sworn~ccJ·ding to law, I do hereby certify that t e above appraisement is made in conformity with law on this \ ./..~~dayof ......... ·~;b]/.·d~ {;L~ In the event that any future interest in this estate is transferred in possession Jr enjoy::::-:z·al heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressl)i reserves. the right. to appraise and assess transfer·inheri- tance taxes at ~he lawful collateral rate on any such future interest. REPORT O~TH GIST OF W·IL S I, the undersigned duly elected Register of Wills in· and for. . . . . . . .... County, Pennsylvania, do respectfully report that I have allowed debt3 and deductions in the amou s claimed by deponen~ xcept 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 o ser amount repres~nts the sum allowed as a deduction. Dat.d' ~./..-(. . ./,?.~,!?, .... Register of Wills \ ' u '" ' , .. ;• Fonn No. RCC-62 (12-66) Will l /:~~ / . Administration S No. · . .:7. /. V .. Year . ~. P: IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ALLIENE' A. PEARSON~ ....................................... . Deceased Late of .. The. Bor.Qugb 0 of. !:.a.P.Qnabt.tt'go ... County of 0 0 0 • 0 0 • 0~~~~~?-~~?? ............ Commonwealth of Pennsylvania .... """"'i"'f ~ ~ ~ • f ~m= ..........,. REPO;.~~ AP~AISAL ~,...; (/). <n fTi P1 . '-~~ f1"1 ,_,~F' @ ;;i!!Q~ ·-"n..,.., n ;r.:e. Q~;o .;_· ~ ~. ~--~3 ._,....-(!>. :::J:;:ll> ::ir ~ N en 0 .. ...... #-. Patrick C •. Derrico GREENLEE~ RICHMAN ~DERRICO & POSA 325 Washin~ton Trust Building Washington~-Pennsylvania 15301 .... •''···" ......... ,, ,•' 1,) , ' ·---,._). ",,- " .,,' '\~~. 1 :_ . -~-() >;..::. t ~~~-~ r.~ ~~·;._-:.--. -r;.. ~! · . ._.: -,.,..·r> r"?··.,.. =:.'A·, ;:/j {\ ~ \)1 • ...:! ,•' " -~~ <• t 'l ... (' ~ ,...~~-/"\·", .... ·,,.;,"' '• (..l,ix ....._ \.> \\ ~#~.J/, "' ~ '"~"'\ .~.,llqq H1ll .,; , •' -----------------------------------------------------------------------, R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Bl!REAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISIC·N IN YOUR REPLY PLEA8E REF&:R TO 37-152-7 NOTI-:::E OF FILING OF APPRAISEMENT JOHN FURMAN 1 ,JR. (Executor ~l In Re: Estate of ________ _:ALL==I:::ENE=~A.!.... -'P~EAR~~S~O~N!...,_ __ _ ------'W~A.:.:S:::.:H:.:::I~N.:::.GT~O~N::,.__ ____ County -File No. 63-68-1 Jl 6 Dear Mr. Furman: You are hereby nctified that the original appraisement in the estate of Alliene A. Pearson has been filed in the offi~ of the Register of W~lls qf washington County on August 12 , 19_69. Said appraisement reflects·the following valuations: Real Estate __ ~---------------------- Pe rs on a 1 Property __________ ....:8!::!.6~0~. 2:...9z....__ Transfers------------------~~~---- Total ----------~---~8~6~0~·~2L9 __ _ As to such ~ax that is paid within three months-from date of death, a five (5%) percent discount is allowable. As to any tax. that remains unpaid after one year from date of death, interest at the-rate of six ( 6%) percent per an.num is charged. Any party in interest who is aggrieved b1 an appraisement may appeal therefrom as provided by law. Date ____ ~A~ugu~~st~1~2~·~1~9~6~9 ______ _ signey&e ~~ .e ~ Title W.R. CHANEY, CH F APPRAISER DA'IE OF DEATH: September 10, 1968 ESTA'IE INSOLVENT Note: This is not a bilL / ·=~ . RCC·39 (!1-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENi ~~ ,. . ' SUMMARY Estate of PEARSON, (Last Name) AILIENE (First Name) A. (Initial) DATE OF DEATH 9-10-68 FILE NO. 63-68-1316 ·REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 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 i tern in the last column to the right in Schedules '.'A", "B'', "C", and "E". Dated: ---~0~8=..-lo~o..~2~-~6G.9---- 09-10-68 REPORT OF THE REGISTER OF WILLS 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 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 I ser amount represents the sum allowed as a deduction. Dated: ---'0"-'8"--..:z:l2=--'6:..9r:..__ ___ _ INVENTORY VALUE AS REPORTED VALUE AS APPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDU'LE F) $ $ 860 22_ 860 29 1,007 00 CLEAR VALUE OF ESTATE :te Est a; Valuation of life estates or annuities .................. o $·------+-- ESTATE TAX ASSESSMENTS $ _______ _,_____ 860 29 . 860, 29 1,007 po Insolvent FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% $ ______ _, ___ Tax on$ 6% $ ________ ~-~ Tax on$ 5% $---------4-- Tax on$ ________ -+--10% .$ ________ -+--- Tax on$ 15% $ ______________ r-- VALUE AS REAPPRAISED $ _________ ~--- Exemptions • Total Estate --------1--- TOTAL TAX $--------------~- (*) 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 BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from -----to ----- $=====9F=== $--------+-- $======= AMOUNT OF ESTATE TAX ASSESSED $------+-- Estate tax paid $ _____ ___.JL___ BALANCE DUE Add interest at rate of 6% from -------~10----- $---------~---- $-----------4~- TOTAL TAX BALANCE $ -----+-- PAID $ -----------'---- 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 e•xplanation. Will Administration ( No .......... . IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ALLIENE ... A .•... PEARSON ..... Deceased Late of .. . . . .. .GANO:N.$I3.U:I?.G: ................... . County of ... ..... WASB.J.N.Q'l'ON ........... . Commonwealth of Pennsylvania REPORT AND APPRAISAL .:r c;: .... l· ~ \..~ {: ... """' _,, ,. -- ., .' ·------------ --,J-.;."" (" '-. --: ....,...-- ~ --·-· 1.• ..... .,.... ..._ ......~-- ,~ .• I l; t. ~i': ·.! ,:;~~~~ ..... ' DATE ................. -~~-~-~~ ..... !.?.~ ...... ~.?..§?. .................... . DEPARTMENT ·oF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 7 7 7 2 7 COMMONWEALTH OF PENNSYLVANIA RESlDENT INHERITANCE TAX APPRAISEMENT COUNTY ................... ~~-~~.?::!l~?. ................................. . ' . FILE NO ................. §.?.:.§.?:;Q.!?. ...................................... . Whereas, ....... : ...... • .... ~ ............. AU..~.~P..~ ... A~ ..... P.~.~r.~9..P.. .................................................... late of .................................. 9.~.~!?.!:':~:1:>~.6. ........................................ . in the County of ............................... JV.as.hingt.on .................................................................... Commonwealth of Pennsylvania, having died on the ................................... lQ ... :t.b. .......................................... day of ................. $~P!-.. ~~-~:r. ............................. 19.~? .... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Th f I W R Ch d I ere ore, ' .................... ~ ..................... ........ ane;v. ......................................................... , an appraiser uy appomte d d' accor mg to aw, 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 es~ate 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. Unit Appraisement Description of Asset Values Made for Inheritance Tax f'urpoae• $ PEROONALTY: War Bonds ( Series E ) 510.29 ' Household Furniture 350.00 860 I 860.29 29 I I ' I Total 860 29 Estate Insolvent form:!;•!,':fhb~~ ::~h~w<>rn_~C<:Q;~2_~~·: ~.~ o~~;~ ;= ~~":~S.":7:~ :i.4~ ~z·~ (Number and Street) '"""'·· ~·····························································• Penna. (Pott omee) 1::---;· '~ ·,-' 1', WASHINGTON Cou11ty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of SLL.~~ .... A..! ..... P.~.$.9N. ....................................... . Deceased. • Late of CANONSBURG Date of Death, ........... 9.~P.t.~.mP.~.:r. .... lO., ..... J..96.$. ........ . AppraisemeHt Docket Vol., ....................... 3.7 ....................... . Page, .. J.5.4~.7 ........................... No ..... 6.3::~6.8~lJ~.6 ........ . Filed ifl Register's Office, .A~.-g-~t. ... J.;?., ...... J9 ... 6.9. Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal j1'om Appraisement, .. Entered and charged, .. _.. t ,1}