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Home My WebLink AboutOC1969-0096 - ESTATE OF MORGANFORM 67 REV.1-50 REG.WILLS Appltratiun fur 11jrttrrs uf Abministratiun un thr / Estate of...w.±~!~!!..!~9~~~j~/!~;~~~.~~~~~~.. late of ~~.~~~8tf.~,,Deceased. Before the Register of Wills of Washington County personally appeared ~9.~.~.~M9..r.&~w.;.!!.. who,being duly sworn deposes and says that..WlLLIAH..J..A MOroAW a/.lrIa..w.ILttl~J.QHN MQ~~ age..4:3 ,having.h1s.last family or principal residence at...8a HA Whe.e.ung ~".. ,(Street and Number) .......~~.~~~~.~?~,Washington County,Pennsylvania,died intestate (City.Borough.Township) at.W.~~h;,nn9.~:.-:~..: ,on the ~~y of ~.~.~;;. A.D.,19....6.9 ,at.....12:.).Q Q.~.cl.o.ck .P....M.,possessed of personal estate to the estimated value $JUlknO'llIl1 ,and of real estate in the Commonwealth of Pennsylvania to the estimated value of $ngno ,situate in :.. The names and addresses of the decedent's survlVlng spouse (if any)and other heirs including heirs by adoption)are as follows. IREI,ATIONSHIP RESIDENCE -..,.'. ,~.9.A~.'-M9.;r.&~W~.~.!§.;.~~!.~27.~!~~~~!;:A!!.!.I.~~~!~~~~."9aliforhia .............................................................................................................· · · ·..·..·..·1 ·· · · · · ·;.. .........................................................................................................................................'1". That deponent is over 21 years of age,resides.at...:3121...Luthe.r....Ay.e.•.,.san...Ber.nar.ding.~.. California................................................................................................................................................................................................................................................... is a citizen of the United States and a resident of Pennsylvania,and respectfully applies for Letters of Administration upon the Estate of said decedent,no letters having been previously issued thereon. Sworn and subscribed before me this .24th . day Of.n~r.l ~,A.D.,19 ~?.. ,.f~.~..~. REGISTER , COMMONWEALTH OF PENNSYLVANIA}SS: WASHINGTON COUNTY, And now A.~~r.1.~,19 99 ,comes J.obanne...Mar.gan 1tlisfl .. who being duly sworn doth depose and say that..~.b.~will well and truly administer the goods and chattels,rights and credits of.....~~I#J..A.!!...MQ~~/k/"......kaIJ.tI.M1..y..QijN...MQRQAR.........,deceased, to the best of....ber......skill and judgment in strict compliance with the laws of this Commonwealth,mind- ful of the laws relating to inheritance taxes. Sworn and subscribed before me this ~~h . day of...J.an~.::?'A;--lb 19 99... ............................/~~~~· REGISTER .------ 'If.r r-',-.:#/1I/.j- ~&,.:7-cro-f{j APPLICATION FOR Letters of Administration ESTATE OF ./1t1 ......_w.~~~.,..J~CJ.J.l.9t!!i2~~.._._.._._.3.of,. Deceased.- R $. Letters :...................&-6 P $../.rt!.!. Extra Alias . . . . . . . . . . . . . .$. Certificates $(. Renl!nciations $.. ..................................................................$t.~.:..~~.. ;'c -/Jj:.. otal ~~~·/~~...~.. :1 Ir ....J (..) ~ -;~Ii:=;;- .~'.... t-" ['.) Attorney ~2 •~a~t3 .1f-.3'Y· ~~O Estate or Will.aiam J IYIo.rg.an } No.... late of .Wa.shingt.on...,Deceased ..........of 19........ .KNOW ALL MEN BY THESE PRESENTS, That we,.J.9.P:taIl.I1t3....:f119.r.8.l3..Il....W.~.~~....~.~p..r..~.~~~:pa..~...~.~c1 ..lJ!1.~.t~~~.~.~~.~.s.~~c1.~~.~.~.y...an .........g.~.~r.a.~.t.y..g().~J:}ti.~~.().~()!..~."~~.~s,.tl!.~.t.t . all of Washington County,Pennsylvania,are·held and firmly bound unto the Commonwealth of Pennsyl- vania,for the use of those interested in the estate,in the swn of Four ~hQ.u.s~.nd Dollars,to be paid to the said Commonwealth,to which payment,well and truly to be made,we do bind ourselves, jointly and severally,for and in t~e whole,our heirs,executors,administrators,successors and assigns,-and each and every of them,firmly by these presents.Se~led with our seals and dated the 2.~~.tl...day of .~a.nuar.y A.D.,one thousand nine hundred and ~.~?C.~Y ~~.lJ:~. THE CONDITION OF THIS OBLIGATION IS,That if the above bounden .. .J.OAa...PP..~M.Q;r;'g~.P.:..vn.~.~. Administrator...................or any of them,shall well and truly administer the estate according to law,this obligation shall be void as to those who shall so administer the estate;bu~ otherwise,it shall remain in force. Sealed and delivered in the presence of: etattmtut of @/urdy ,,I"..._,~~-~tV·t-.L/'~-'. ...d·LSEAL)t-Ce:.-n Ciu~ran y o...""............(SEAL)~ I,----------------------------------------------------------------------------,surety in the sum of $on the administration bond in the estate of -------------------------------------------~.,say that I reside at --.--------------------------------------------------------,Washington County,Pennsylvania;that I am the owner of real estate,the title to which is in my own name and duly recorded,situated in __.._.._____.._______, Washington County,Pennsylvania,worth above all encumbrances $----;and that I am worth the amount expressed in said bond,over and above my just debts and liabilities. ._--------------------------------------------------------------------------------------------------_._-----~ ...._---------._---------------------------------._-------...._---------_._------------------------- Street &tattmtut of ~urtty P.O. I,-----------------------------------------------..-,.---------------------------------,surety in the sum of $on the administration bond in the estate of ~---------------:--:------------------------.---------------------------,say that I reside at ..------------------------------------------------------------------------,--------------,Washington County,Pennsylvania;that I am the owner of real estate,the title to which is in my own name and duly recorded,situated in ....., Washington County,Pennsylvania,worth above all encumbrances $----------:and that I am worth the amount expressed in said bond,over and above my just debts and liabilities. ...................___-__. ._-_.------------------------------------------------------------------._------------------------------ COMMONWEALTH OF PENNSYLVANIA,}SS:WASHINGTON COUNTY, Street P.O. And now --,._____19 ._,com'es .. ..._ who being duly sworn,says that he is acquainted with the financial standing of the securities to the within bond;that the said obligors have each executed the said bond and th3t the sureties thereto are the owners of real estate in their own right of value more than the penal sum of said bond over and above all incumbrances and exemptions. Sworn and subscribed before me this __ day of ...A.D.19 __--.--_.._--------._----_._-------_._---------------._---_._-----.---------------------------- ~ .., #1415 No..63~6.9.~.J.9-8 A~mini!ltrutinn 1Bnn~ IN THE ESTATE OF WILLIAM J.MORGAN a/k/a WILLIAM JOHN MORGAN And now .J.~nY..~.~:Y ~,19..§9 . Bond approved and Letters issued to Johanne Morgan:Wise--------...--------..--_.....\:".:;-·_--------·0 . r.-"J who was duly 5lua1ifad•I •...---..-----.------.-;.•......-----------::c-------.--.----.-----,,,~ : _\__'¥t Russell :Marino I I•.••••••••••••••••••••••..•.••••••••••••,•••••••••••__._••t••••••••••••••••• i ~_~:.:GRegister j-U (.I) Vi Gi to> .' \.i, '"", " Bond Book ........~~.Page 34....-----_.." " ! BADZIK PRINTING ~9 DONORA ,12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961,.) ANUARY 1,1962.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)....f ?_/7.f .;7 . OFFICE"OF THE REGISTER OF WILLS County of \O{~I:i~~~N:. .....~~~~.~~,gap;.lfi:..~'...................of ..~~.~~.B.;l:~c?,.9~:i!~~. (Name)h (Addresa)S ebeingdulyswomAccordingtolaw,deposes and says that His the ~~C?_~~_ (Exec.•Adm.,Legatee,Etc.) of the estate of_m~__~!_J~Q~~--------m whose last residence was _---'-~-~!I-hWh~~~~gJ~t!~------.--m---m--m(No.)(Street) _____~~J?~.&to_Q.n .deceased,and that the whole of the estate of said decedent,who died __~~~~__~~1..__~'_~9 (CitY,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value Personal Property (share)'il,)'-(t~.L'1BondsSmithfieldStateBank,15 shares at $250.00 per ~_r -','0'...''I,!",.:~~tid ~~H1I ~ ~" -:: -"- -...•. - -- -.-.---.'* / NOTE:You may expedite the processing of this'return by filing with it;and as a part oflhe 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 holder and indicate clearly amounts of principal and interest in the decedent's account at the date .of death and the type of account,account number and the exact name or names in which the account is"registered. , Jointly Held Property Esti Valu....'~(. - ~ 4 ., t - .'\ Transfers within TWO YEARS Prior to Death ,. , . That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly wit~,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 - BENEFICIARIES BENEFICM!tEIs 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,contingentor otherwis,e,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT - - ~ -' ----' DEBTS AND DEDUCTIONS CLAIMED List first five items in the sp~es sO'pli'ovided,observe notations thereon,and instructions. $Funeral expenses paidFuneral .--:....:D-=E=..:B:....:T=--..:O_R----'-CL_A'--IM -_----.N_A_T...::.U.:.:-R_E_O_F_S'--A_M_E --.-_=..:A.:..:M:....:O:....:U-=N.;..:T'r----1nTHIS COLUMN EGISTER ONLY 883 SO $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * o 00 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Ambulance and Chair Serviee The Washington Hospital The Pittsburgh Press and Observer -Reporter ·Ambulanee Service (four trips) Emergency Room (outpatient.) Monies due for newspapers so 00 33 50 150 90 Total 1,187 90 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settl ment of any fee,commission oi'debt is greater or less than the estimated amount claimed and;wed.W0 Subscribed and sworn to before me i ..P':J................ . (Execu Admi tor) ..3.7;)/.~ .~...~,.~(City or Town and State).~"t I I Having been duly s~o_~a5Prding to law,I~ebY certify that the above appraisement is made in conformity with law on this ..........dJf~.....daYOf~~;Zc!Z ....~~~ In the event that any future interest in this estate is transfened in possession 01'enjoyment to co~the decedent after the expiration of any estate for life or for yeal'S,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF TH~GISTER F WIL S I,the undersigned duly elected Register of Wills in and f~~~County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depone except as to those items where a greater or lesser amount is set forth in ~st ",mn to the right in said schedule above,which greater or essel'amT~presentsthe su~"wedas a deduction. Dated:~/..~?/f.Q..~~~:?t'7/?K.~~.<:::::/Register of Wills ......j x1W\m lAdministration!No Year . Fonn 1'\0.RCC-62 (12-66) '--"' I • l;i..... r 1--1 C'? OF THE ESTATE OF IN THE ,MATTER OF THE APPRAISEMENT REPORT AND APPRAISAL William J.Morga.n...-. Deceased Late of Commonwealth of Pennsylva~ia County of '", . .J . "",,; RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA '"DEPARTMENT OF REVENUE' BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT JOHANNA MORGAN WISE (Executor~~ IN YOUR REPLY PLEA.£ REFER TO 37-178-7 j ~, In Re:Estate of --::.:WIc::=LL=riI==AM:==-··-=J-=.'-=-=K:;::;:OR~G=AN=::.....-_ ____...::WA:::.::=-S:.::HI::.:::NG:::·~TO:::::N::.._County -File No.63-69-96 Dear MrS.Wise: You are hereby notified that the original appraisement in the estate of William J.Morgan has been filed in the office of the Register of Wills qf Washington County on Februaty 28 ,19 69.Said appraisement reflects the following valuations: Re alEs tate ---------.;:--;:;-:::;....-.;;n--- Personal Property ~J~,7~;O~~.O~O~__ Transfers --------- Total 3l.1,...t7.....5!l1!OA.~QQ¥___ 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 remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date _-.:::F-:;e:.;,:b.=..rUa='=.:r'Y:..u_.:.:.:2:.;,:8L,-:;1~9:....::6~9 _ DATE OF DEATHt January 18,1969 Note:This is not a bi". q Cc-3!?16-67) ,70MMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT MORGAN,WILLIAM J. FILE #63-69-96 January 18,1969 .' SUMMARY I.the undersignen #63 Washington FILE #63-69-96 the real ana personal opposite each item in T1.EPonT OF INHERITANCE TAX APPRAISER rtuly appointen Inheritance Tax Appr,aiser in and for the County of ,Pennsylvania,no respectfully report that I have appraisen property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A","B","c"ann "E". Daten:02-28-69 01-18-69 ~£!~.~~~~~~ INHERITANCE REPORT OF THE REGISTER OF WILLS I,the unnersigned nuly electen Register of Wills in ann for Washington County,Pennsylvania,do re~spectfully report that I have allowed deductions in the amounts claimed b;y'deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deductIon.~a_.. Daten:02-28-69 ~L7/11Z~ REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAI SED VALUE AS REAPPRAI SED $--$$-----~3,750.00 3~750~00 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) ,J oin t-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR.VALUE OF ESTATE valuation of life estates or annuities . • • • . . . . ESTATE TAX ASSESSMENTS 3,750.00 2,562.lQ__.__ 3,750.00 =~1=.L:=la'l:=.,:90=.~ 2.562.10 ======1- CO~{PUTATION OF TAXFORUSEOFREGISTERONLY Tax on $15:'0-------~.--,Tax on $._~10% Tax on ~~-1....$Tax on $2,5b2.10 :_~$--"'3Sl'nlj.-.?"f"3!r- Exemptions=======l--'--.(,::) Total Es tate _ TOTAL TAX $_ Less tax previously paid $~~~======~=-- BALANCE $-------Less 15%of tax if paid within 3 months after death $========:= Pd.In Full 1-27-69 (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. i3ALANCE 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%fromto $_ TOTAL TAX BALANCE $_ PAID $ FOR USE OF REGISTER QNLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,same should be noted below,with short explanation. Will ~Administration ~No.year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ~:rM-1J.~,l.1()~. Deceased ... Late of ... County of ...w.ll~liJ:~G'1'.Q1'J . WASHINGTON. ....... Commonwealth of Pennsylvania REPORT AND APPRAISAL • !', ,J1EPARTMENT OF REVENUE ~-. BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITAN"CE TAX APPRAISEMENT DATE ~.~~~~:r.l.~.~~~.~?~. COUNTY ~~~.~~~~.~. FILE NO §;?.:§.9.:.9.§. Whereas,W.illiam J.Mor.gan late of w.~~.b..i.n.gtQp.. in the County of W.~.~.bi.ngtQn Commonwealth of Pennsylvania,having died on the J~y~day of !1..~.~:t7 19 A9,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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ PERSONALTY : x.ila Stock (Smithfield State Bank,15 shares at $250.00 per share.3,750 00 Total 3,750 00 ." I I I I I form~;V:~hb~~::~h~w<>rIl:?r~~=:~:;~er~~~~;;..~~;~~~ AppraIser........·......··..2~....·~..·......·............·..····..··....··..........·..·......·......~c?:::·.······7······~::.~~7'>·····················..······.......Penna. ...................WA$a.l.NG'rON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of WILLIAM J.MORGAN Deceased. Late of WA$ij.WG'l'QN . Date of Death,~.~.Wll"Y l.e.,1.96..9 . Appraisemel!t Docket V 01.,).7 . Page,"),,7$.~7 No 9J.~6..9~.9~. Filed in Register's Office,F..~:I:l~.~~?J.1.19.(>.9.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal ft-om Appraisement,. Entered and charged,. " "•