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Home My WebLink AboutOC1968-1590 - ESTATE OF GALBRAITH.. RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVE'NUE BUREAU OF COUNTY COLL.ECTI0!"4S INHERITANCE TAX DIVISION NOTICE OF F,Il;JING 0~ APPRA+SEMENT WILLIAM E. GALBRAITH IN YOUR REPLY PLIEA8E RIEFI:R TO 37-170-9 In Re : Estate of -r-----......--;..FRA~.N:..,..K_· ...;.S...;..~GA;.;;L:;;.;-B;..;;RA~I;.;;T..;;,;H;____,..._...,.....,.. _ _ ......,...,.....,...,._,...,......,....W..;,A~S..;.,HI~NG;_,:....;T;,..:.O.:..;N......,....,.,.,..,.....,.,.....,.....,.,. County -File No. 63-68-15 90 Dear Mr. Galbraith: You are hereby notified that the original appraisement in ~he es~ate of . Frailli:'S. Galbraith has been filed in the offj,ce o.f the ~egister of 'wil,ls qf .. Washington County on .· .. J~\Ulr;y ~, ... , 19~ ~ Said appraisement refi'ect~ the following va~uations: Rea 1 Es it ate .,.,._.,..,.,...-.--.-.,..,.,..,.~~~--::o':'r"""".,..._- Pe rs on a l PropertY _..,._....-..;.2~,:..::3:...::5:...;2;.:•.::..5...:2 __ _ Tran~fers....-~~-----~~~~~~~ Tot a 1 ..,...,..,.~,....,...,..,_....,........... ___ ,.......,,........:::,2~,}~.· ~'-==?~·.t:.52:;;..,,,....· ""'"'"':!'- A~ to su¢ll tax that is paili lfitn,i..;n three death, a five (5%) percent d~~cpunt is allowab~e. remains unpaid after one year from Q.ate of death', of six (8%) percent per a;n;num is <;:barged,. months from date of As to any tax that intere~t at the rat,e Any party ~n i;nterest who is aggrieved by an ap~rai~ement may appeal therefrom as pvov.i,.ded, by 1.<:1.'1"· DATE OF DEATH: December 14, 1968 ESTATE INSOLVENT Note: This is not a bill. j r--------------------------------------------------------------------------------------------------- 'lCC-39j,6-67) .::_,OMMONWEAL TH OF PENNSYLVANih- TRANSFER INHERITANCE TAX RESIDENT DECEDENT GALBRAITH, FRANK S. FILE # 63-68-1590 . December 14, 1.$68 SUMMARY FILE # 63-68-1590 TtSPOHT OF INHERITANCR 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". A~ ... ~~ 01-08-69 12-14-68 Dated: REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, do respectfullY report that I have allowed deductions in the amounts claimed by deponent, except as to those i terns where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which grea~~ the sum allowed as a deduction. Dated: 01-08-69 REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) $ ·~ $ $ _____ _ TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) _2,..352. 52 2,352.52 2,27.0.00 =~~===·~ 2,.352.52 2,352.52 2,570.00 =~====='===·~ ======:= CLEAR VALUE OF ESTATE Estate Insolvent ------------ Valuation of life estates or annuities ESTATE T.~~ ASSESSMENTS ~ ------ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $________________ ~% *--------~-- Tax on $ 7?=:~.'o. :.,!·------ Tax on !!:_~ -~ -----~""--'~=--=-=AA;A;A. ~ Tax on $ , __ lA% Exemptions := (':') Total Estate __________ __ TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within $ ____ _ $ =====:-$ -~---'----- 3. months after death $ ~==========:=== 3,\LANCE 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 FQR USE OF REGISTER ONLY d> "'------ TOTAL TAX BALANCE PAID ADJUSTMENTS (':') As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. $--~--- $ ______ _ $ ______ _ $ ----------------$ NOTE: Where subsel}uent 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 Administration ! No. ..... .. Year IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF FRANK S. GALBRAITH ............... Deceased Late of HOUSTON . . . . . . . . . . . . . . . . . . -. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . County of .WAS H.INGTO.N ................. . Commonwealth of Pennsylvania REPORT AND APPRAISAL "/ ... .J I ' " Fonn: RCC-2 COMMONWEALTH OF PENNSYLVANIA • v RESIDENT INHERITANCE TAX APPRAISEMENT DATE .................... ~.~.lJ.:C3:.!.Y. .... ?..1. ...... ~.?..§?. ........... . . DEPARTMENT OF REVENUE .. ' BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COUNTY ..................... Y.f.C3:..~.f.l:.~~.~S?.~ ........................... . FILE NO. .. ............... QJ..::.9..$.::l.5. .. 9.Q ............................... .. Whereas, .................................... f.r.~nk ... P. ...... J*:9lPr.9J~.h ................................................. late of ......................... ~.<?.~~~.<?.~ ............................................................ . in the County of Washi~ton Commonwealth of Pennsylvania having died on .............................................................. ········································································ , the ....... ................................ J4. ... t.h ..................................... day of .................... .P.~.~.~.I!l~.~!. ............................. ' 68 19 ............ , seized and possessed of an estate 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 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. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ PERSONALTY: Checking Account, Western Pennsylvania National Bank 112.12 .. Savings Account, Western Pennsylvania National Bank 1,040.40 1965 Chrysler Sedan 1,100.00 1.953 Dodge 1/2 Ton Truck 100.00 Total 2,352.52 2,35;a 52 2.352 52 Estate Insolvent rorm~·!::fhb.:~ ::~:.w~ ·~ ~~· ~.~ o~~~~7~·~~~;;;~~~ur~ Appraiser /Zl::r···················································· ··················· ····················· ( K umber and Street) . . ............ ········ ........................................................................ , Penna. . (Pon Ollle•l ............. ... WAS.H.J.NG'rON County RESIDENT INHERITANCE TAX APPRAISEMENT. Estate of ........ f.MNY. .... $ .. ~ ... G..AP3.Wt.:r:'J:'.H. ...................... . Deceased. Late of HOUSTON ·························. Date of Death, ......... .P.~£~IIl..t>.l3.r .... :IA . .t .... J.9~.f3. ........... .. Apprat'semeHt Docket Vol., .................. .37. ......................... .. •, Page, ........ 17.0.~9 ................ No ..... 63.~.68.~15.9.0 ....... . Filed in Register's Office, .... ~.c9.I.l.~.r..Y. .... ~.1..J9?.§.9. Amount of tax dtte, $ .................................................................. .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f,.om Appraisement, Entered and -charged, .... ,. ··~· ·· .... ~~r . ~ • f ,., .... ·,._, .. .. .. ' IN" THE 'NAME Of wu, f\Mt:I~. I, FRANK S. GALBRAITH, presently resident at 132 East Central Avenue, Township of Moorestown, County of Burlington, and State of New Jersey, being of sound and disposing mind, memory and understanding and being mindful of the uncertainties of life, do hereby make, publish and declare this as ahd for my last Will and Testament hereby expressly revoking any anj all Wills and Codicils by me at any time heretofore made. FIRST: I direct th~t all my just debts and funeral expenses be paid as soon after my death as is reasonably con- venient. SECOND: All the rest, residue and remainder of my estate, real, personal and mixed, C?,f whatsoever nature and wheres - ever situate, I give, devise and bequeath, absolutely forever and iri fee, to my beloved wife, Helen Gertrude Galbraith. I hereby nominate, constitute and appoint her as Executrix of this my last Will and Testament and I hereby direct that no bond for the faithful performance of the duties as such Executrix be re- quired of her either in this jurisdiction or in any other juris- diction. If for any reason my beloved wife should be unable or unwilling to serve then I hereby nominate, constitute and appoint as Executor of this my last Will and Testament in her place and stead, my beloved son William E. Galbraith and I direct that no bond for the faithful performance of the duties so imposed upon him as Executor shall be required of him either in this juris- diction or in any other jurisdiction. THIRD: If my beloved wife, Helen Gertrude Galbraith should predecease me, or if she and I should die at the same instant of time or if she and I should die under circumstances such that the order of our deaths cannot readily be ascertained, or if my beloved wife, Helen Gertrude.Galbraith should die within ninety days after my death, then and only then I make the followi 19 dispositions: ·I I .. I -, _. I I ·.·o.: •· ,. ·" ""': . ' · .. ~ ~--.., -~:-..... .,;. ·. ! : ··~: .~"" .-... -t ; 'f ' •• , •:..._1 •. --r ... -.... ·'· my estat9, ~hether real, personal or mixed, of whatsoever nature and wheresoever situate, I give, devise and bequeath, absolutely forever and in fee, to my beloved children, Phyllis Ann Karageorge, William E. Galbraith and Joyce Louella Cullen, as tenants in common share and share alike. (!) I hereby nominate, constitute and appoint my beloved son, ~Jilliam E. Galbraith, as Executor of this my last Will and Testament and I direct that no bond for the faithful performance of the fiduciary duties so imposed shall be re- quired, either .in this jurisdiction or in any other jurisdiction. (3) My Executor, as such, shall have the full power, at such times, in such circumstances and on such term~ as he in his sole discretion shall deem fit,--to sell, lease, ~ortgage or otherwise encumber any or all of the property which passes under this Will. IN WITNESS W'rlEREOF, I have hereunto set my hand and affixed.· my seal this / Cj /i{ day of December, 13. . . , . . L.~~Jt~~/[Jltvudd. { L. s. . FRANK S. GALBRAITH SIGNED, SEALED, PUBLISHED and DECLARED by the above named testator as and for his }ast Will and Testament, in the presenc of us, who were both present at the same time and who, at his request, in his presence ·and in hereunto subscribed our names as December, 1963. ~" l2W C'-~ge_q~ Jf~ the presence of each other have witnesses this/ 9(/day of ji)_j_ (c;,l-~oA---,~\.Ow 01:~ t'fU.U ~ J i_f..Asr."_D"l. A I d s ,_- /'tq f:>-b (2..£-~-n> W ..f ,..{ ~ .. ·' ·._. ±".;:·. ~-. . ":. ' , IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ) ( ESTATEOFFRANKS. GALBRAITH ) No. / ~{.{ 1968,~. ( PETITION FOR SETTLEMENT OF A SMALL ESTATE The Petitioner, William E. Galbraith, respectfully represents: 1. The decedent, FrankS. Galbraith, died on December 14, 1968, a resident of the Borough of Houston, Washington County, Pennsylvania. 2. Your petitioner, whose address is 18 Levydale Park, Cortland, New York 13045, is the son of the decedent. 3. The widow of the decedent, Helen Gertrude Galbraith, is mentally round, but suffers from a physical ailment which makes it difficult for her to conclude the administration of this estate. 4. The decedent left a Will d,ated December 19, 1963 which was probated on December 18, 1968, a copy of which is attached hereto as Exhibit "A". The decedent in Paragraph Second left his entire estate unto his wife, Helen Gertrude Galbraith. 5. The decedent also in Paragraph Second in the Will appointed his wife as Executrix of this Will, but stated, "If for any reason my beloved wife should be unable or unwilling to serve then I hereby nominate, con- sl:itute and appoint as Executor of this my Last Will and Testament in her place and stead, my beloved son, William E. Galbraith.·' .. ", the petitioner herein. 6. Letters of Administration have not been granted as the values of the estate are not sufficient to warrant administration. 7. The widow is entitled to the family exemption. 8. The property consists of personal property valued as follows: Checking Account W. P. N. B., Houston $ 112.12 J Savings Account No. 3321 W. P. N. B.,~ Houston 1965 Chrysler Sedan 153 Dodge l/2-Ton Truck Total 'i $ 1,~ 040 .. 40 $ 1,~ 100.00 $ 100. 00 $ 2, 352. 52 9. The only debt of the estate is a Note owning to the Western Pennsylvania National Bank in the sum of $690. 00. 10. A schedue of assets and deductions will be filed with the Register of Wills. WHEREFORE, your petitioner prays this Court to direct distribution of this estate unto Helen Gertrude Galbraith. -2- i . . ; ' • I COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON SS: Before me, the undersigned authority, personally appeared WILLIAM E. GALBRAITH, who, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Petition are true and correct as he verily believes. Sworn to and subscribed before me this /9 j-/Jday of~,A.D., 1968. Mary Jane Smith, Notary Public Washington, Washington County, Pa, My Commission Expires February 28, 1969 ·, IN THE NAME OF GOD, AMEN. I, FRANK S. GALBRAITH, presently resident at 132 East Central Avenue, Township of Moorestown, County of Burlington, and State of New Jersey, being of sound and disposing mind, memory and understanding and being mindful of the uncertainties of life, do hereby make, publish and declare this as and for my last Will and Testament hereby expressly revoking any and all · Wills and· Codicils by me at any time heretofore made. FIRST: I direct that ~11 my just debts and funeral expenses be piid as soon after my death as is reasonably con- venient. in fee, to my beloved wife, Helen Gertrude Galbraith. I hereby nominate, constitute and appoint her as Executrix of this my last Will and Testament and I hereby direct that no bond for the faithful performance of the duties as such Executrix be re- quired of her either in this jurisdiction or in any other juris- diction. If for any reason my beloved wife should be unable or unwilling to serve then I hereby nominate,. constitute and appoint as Executor of this my last Will and Testament in her place and stead, my beloved son William E. Galbraith and I direct that no bond for the faithful performance of the duties so imposed upon him as Executor shall be required of him either in this juris- diction or in any other jurisdiction. THIRD: If my beloved wife, Helen Gertrude Galbraith should predecease me, or if she and I should die at the same instant of time or if she and I should die under circumstances such that the order of our deaths cannot readily be ascertained, or if my beloved wife, Helen Gertrude Galbraith should die within ninety days after my death, then and only then I make the followi1g dispositions: I ! ., l t . I ! I I ~----------~------------------~--------~------------~~-----------------.~-,j i' I ' .. .. ! ' ... • "" ; t • , ' ' /• (1) All the rest, residue and remainder of my estat~, ~hether real, personal or mixed, of whatsoever nature and wheresoever situate, and bequeath, absolutely forever and in fee, to my beloved children, Phyllis Ann Karageorge, William E. Galbraith and Joyce· Louella Cullen, as tenants in common share and share alike. (2) I hereby nominate, constitute and appoint my beloved son, William E. Galbraith, as Executor of this my last Will and Testament and I direct that no bond for the faithful performance of the fiduciary duties so imposed shall be re- quired, either in this jurisdiction or in any other jurisdiction. (3) My Executor, as such, apall have the' full power, --at such times, in such circumstances and on such terms as he in his sole discretion shall deem fit,--to sell, lease, mortgage or otherwise encumber any or all of the property which passes under this Will. IN WITNESS WHEREOF, I have hereunto set my hand and affixed/ my seal this I CJ a day of December, 1~ ' . ~BRAI-~. (L.S. SIGNED, SEALED, PUBLISHED and DECLARED by the above named testator as and for his last Will and Testament, in the presenc~ of us, who were both present at the same time and who, at his request, in his presence and in the presence of each other have hereunto subscribed our names as witnesses thisf9~A(day of December, 1963. rare l}1m Q. <S\og£o<A ~ J t .fA:>-rCM e, ,!Sr t I I I r ~ t ' M ool) tz£-!)'T'C) w J ,..( :r I ' -· . ---&.---' ,. ' r • .. IN THE ORPHANS COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ESTATE OF FRANKS. GALBRAITH AND NOW, this ORDER .... ce.r ~.£. D day of No. , 1968, 0. C. upon consideration of the attached Petition, distribution of the personal property of which Frank S. Galbraith died seized is hereby ordered and decreed to be made to Helen Gertrude Galbraith subject only to the payment of the debt as owed to the Westernj,Pennsylvania National Bank ... (_'_(./ i r f \ J ..,_ l ">I '<"· . il,; i,· ~·. "" Q IN THE ORPHANS COURT OF WASHINGTON COUNTY;· PENNA: No .. /.s-tj tO, 1968, ~. IN RE: ESTATE OF FRANKS.~ GALBRAITH PETITION FOR SETTLEMENT OF A SMALL ESTATE '!~ ~ ~ ~ ~ ~ ~ ~'~ '\ ~ ~~ ~ ~ ' ., ' ' ~-- I :-: l ' I;..) u; f\) ,.., LAW OFFICES ..__J PEACOCK, KELi::.ER 8. YOH E EAST BEAU BUILDING 68-70 EAST BEAU STREET WASHINGTON, PA.I5301 /-l:l-Y.J ·: ;· RC C-1 03 (2-64) COMMONWEAL. TH OF PENNSYLVANIA • · · DEPARTMEI'!T OF REVENUE " INHERITANCE TAX RETURN BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION FOR IN SOL VENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF w A SIDNGTON This return must be completed In detail ond filed in duplicate, with the Register of Wills In the County where the decedent resided within one year after date of death, unless an extension is granted by the Secretory of Revenue. Will Admn. No. 1590 19 68 I, William E Galbraith (Name) of~1~8~L~e~v~y~d~a~le~P7a~r~k~·~C~ort~l=a~n=dL•---(Address) New York . Misc. being duly sworn according to law, deposes and says that he is the _ _,!,_,n~f,_,o"-"r,_,m=a"'-'n'=t"----:--------------(Exec., Adm., Legatee, etc.) of the estate of -~F~r-"'a""n.,...k~S~ • .__G=a'-"'l""'bc:.r.::::ae.=i""th=-------late of Houston (City, Borough, or Township) deceased, and that the whole of the estafe of sQid decedent, who died on December 14, 1968 (Dote) consis~ed of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and .. . no ~Pe~~sylvania Transfer tnheritance .Tax is due. ~~;:;?~ William E. Galbraith Informant Type of Asset:WIJ· Real Estate, Pers. Property,Jointly Held Prop. or Transfers Personal Pro- perty Personal Pro- perty (S i gno ture) ASSETS (Attach additional sheets if necessary) Description of Asset Checking Account -Western Pennsylvania National Bank, Houston Savings Account No. 3321-·western Pennsylvania National Bank, Houston Personal Pro-1965 Chrysler Sedan perty Personal Pro-1953 llidge 1/2 Ton Truck perty TOTALS REPORT OF INHERITANCE TAX APPRAISER (Title) Estimated Market Value 1040,40 1100, 00 100.00 $2352. 52 Department Valuation CAUTION (Do not writ.e in this space) I, the undersigned duly appointei:l Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the values set forth opposite each item in the last column to the right. Dated: Inheritance Tax Appraiser Name of Payee DEBTS AND DEDUCTIONS Nature of Claim Helen Gertrude Galbraith Family Exemption Western Pennsylvania National Bank -Houston Note Speakman Funeral Home Funeral Bill TOTALS REPORT OF THE REGISTER OF WILLS Amount Claimed $1,000,00 690,00 880.00 $2,570,00 Amount Approved by Register I, the undersigned duly elected Register of Wills in and for the above County, do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed, except wher have set forth a greater or lesser amount in the last column to the ri f, which greater or lesser amount represents the su all wed as a dedu~ Date of Approva I: -~t::..L.L=~~""'-¥-___..!,;,.....~,£.......Jb.,.L.. ~