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HomeMy WebLinkAboutOC1969-0234 - ESTATE OF WILLIAMS-... RCC-144 (10-68) *JCOMMONWEALTHOFPENNSYLVANIACERTIFICATION-DEPARTMENT OF REVENUE e:·_- BUREAU OF COUNTY COLLECTIONS NO ASS[!tI"S IN ESTATEINHERITANCETAXDIVISION Date:May 29,1974 , TO:The Register of Wills _W_a_s_h_i_n-=g:::....t_o_n County Estate of Dorothy L.Williams Date of Death 2-11-69---------- County File No.37-189-4 Bureau File No.63-69-234 ,19 h q,I filed a petition for letters _ (Date) in the above estate for the sole purpose of No Assets:. This is to certify that there were never any assets,reportable for Pennsylvania Inheritance Tax purposes,in the estate of the decedent either at the date of death or subsequent thereto. I certify that the statements contained herein are true and correct,to the best of my knowledge and belief. " S.t X 0 d ()If,f.I f)~Ignaure ~~ Title _ .~~/l'thUiQReceiptAcknowledged.-=-J _ (Register of Wills) (PREPARE IN TRIPLICATE) I--~---------------"'------:-------------------=~--------~---~3 ~L~?-t3j I,DOROTHY LOUISE WILLIANS a/l~/a LOUISE C.WILLIAHS,of the Borough of Charleroi,Washington County,Pennsylvania,do hereby make my Last vliil a:u.d Testament,and revoke all 'Wills 9Y me at any time heretofore made. 1.I direct the payment out of my estate'of the expenses of my illness and funeral. 2.I give,devise and bequeath all of my estate,real or personal and wherever situate,to my sons,Ronald N.Williams and Russell B.Williams,in equal shares,their heirs and assigns forever. 3.I nominate,constitute and appoint my son Russell B. Willi~ls to be Executor of this my Will,and I direct that he shall not be required to enter security in any jurisdiction in which he may act. -4.In event my son should not be of the age of twenty- one (21)or should die before me,then I nominate,constitute, and appoint my brother,Harold Dale Crouch to be Executor of this my Will,and I direct that he shall not be required to enter security in any jurisdiction in which he may act. IN WITNESS WHEREOF I have set my hand and seal to this ~my Last Will an,d Testament,this Id =:day of JUly,one thousand nine hundred and sixty (1960). _9fdL~~AL) l'lilliarns ~&>(!I S)j;.L-f~/}1&{ll_(SEAL) ::;..-.----a/k/a Louise C.Willi<L,1S Signed,sealed,published and declared by Dorothy Louise Williams a/k/a Louise C.Williams,the above named testatrix,as and for her Last Will and Testlliilent,in the presence of us,who at her request;i.n her presence;and in the presence of each other,all being present at the same time,have hereunto subscribed our nar..es I I fI fI -,, ~..-.,......0£ I,DOROTHY LOUISE WILLIAMS a/k/a'LOUISE C.WILLIM,lS,of the Borough of Charleroi,Washington County,Pennsylvania,do'hereby make my Last Will and Testament,and revoke all Wills py me at any time heretofore made. 1.I direct the payment out of my estate'of the expenses of my illness·and funeral. 2.I give,devise and bequeath all of my estate,real or personal and wherever situate,to my sons,Ronald N.Willhims and Russell B.Williams,in equal shares,their heirs and assigns forever. 3.I nomina~e,constitute and appoint my son Russell B. Williams to be Executor of this my Will,and I direct that he shall not be required to enter security in any jurisdiction in which he may act. 4.In event my son should not be of the age of twenty- one "(21)or should die before me,then I nominate,constitute, and appoint my ~rother,Harold Dale Crouch to be Executor of this my Will,and I direct tha~he shall not be reqUired to enter sedurity in any'jurisdiction in which he may act. IN WITNESS WHEREOF I have set my hand and seal to this my Last Viill and Testament,this /d ~day of JUly,one thousand nine hundred and sixty (1960). ~.t /'.',,L-G<~(;;,"W4~£./Yl::k£Zd..__(SEAL) ,a/k/a Louise C.Williams I Signed,sealed,published and declared by Dorothy Louise Williams a/k/a Louise C.'Williams,the above named testatriX,as and for her Last Will and Testament,in the presence of us,who at her request,in her presence;and in the presence of each other,all, beirt~.present at the same time,have hereunto subscribed our nmaes 1i as Wl"tnesses. /:',/1,)~~~~ReSidin;;at~,f ~4~1t-£u>d<iA%~~ ./-/~4//./.'~~y//{,'/'(r//..",.-'I0:/(U&t'<--~J,?Z;/""/('''L~'-/~<r;Residing a71./:,:..__._\~./vc ij{vtjLv .'/,/~./ .;I __'~_'~--:"~--=-'-__':;'~~~_~'~_~":-'""C"T-:,."_J__._.~ r I I I I I I I I I I I I I :1::fii "'-"",'-"~-:rF•.-:........ en 00 ted e return, by the nancial edent's mes inx .00 CEDENT, OWNERS. Form N,o.RCC-62 (4-71)THIS FORK REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER '10,000,UNDER SECTION 701 OF ACT OF JUN.E 16,1861.J EF"ECTIVE 1.ANUARY 1.1962,(FILE IN DUPUCATF:WITH COpy OF WILL ATTACHED)J).~.\~~/a,~~ f .OFFICE OF THE REGISTER OF WILLS h3 -tb f -:J,:J f WASHINGTONCountyof,.""."",." F.w~$~,l,:J.,,~t ..~i,J.J..i.inn,S.,...." ,.....,.., , , ,of 3.~~,8..f:l!=,s.~..~~!=.h:,~,t,~~!=,~f,,C;~~.v:~!-.a.I??'"q!I.i 0 (Name)(Addreu) .sworn .d d .Executor being duly --···-·D;;-;-;;th·Y-·i.O·~-i-;;·:cc~tljl~~~',~~oki~n says that he IS the ·.---..----.----{Eicec~~Aam::Lti&K=i:Eic:i--·--------·--- f h f Louise C Williams h I 'd R.D.#1,Charleroi,Pa.o t e estate o·w ose ast reSl ence wa~.~.._._.....---_................-............-_..------_..............-_..........-....-_..................''''{No:;..-....--....-(Street) X.?:1.J._Q!!.t..i:.€i!_l:.<!....~.'?_!.·U!_~~_4..P.___deceased,and that the whole of the estate of said decedent,who died .?!..!.~/~_~.....(CitY,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DE WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER Real Estate Estima Valu Township ~V ALL that certain tract of land situate in Fa110wfield '$900. Washington County,Pennsylvania,bounded and described as follows: BEGINNING at a post on line of lands of Perry F.Morris and Carrie E.Nelson;thence by lands of said Carrie E.Ne1son,South 10°50'West,690.21 feet to a Bolt in the center of a Public Road;thence by said road,North 68°55'West,350 feet to a pin; thence by lands of John L.Bizet,et ux.,North 10°44'East, 698.30 feet to a stake in line of lands of Perry F.Morris;thence by lands of Perry F.Morris,South 68°East,352.37 feet to the place of beginning.Containing 5.482 acres.(See Deed Book Vo1un e 680,page 489.) (Balance due under Article of Agreement with Ernest Ralph Rice, et uc.,dated September 3,19/~$900.00) Personal Property ttdi-I/~~#/~, NONE ·-0" $98~ NOTE:You may expedite the processing of this return by filing with it,and as a part of the letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed decedent as of the date of death.Such letters must be signed by a responsible officer of the fi institution or mortgage holder and indicate clearly amounts of principal and interest in the dec account at the date of death and the type of account I account number and the exact name or na which the account is registered. -------~--~--------------------------------------------------...Jointly Held Property Estimated Value None ~,..~~~v- Transfers within TWO YEARS Prior to Death None -0- I., " t ,-"I' 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 anotheras agent or deputy,with the exception of the following:- It NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX II THIS SAFE DEPOSIT BOX RENTED I IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT None BENEFICIAIRIES I BENEFICIARIES AND ADDRESSES RELATIONSHIP I 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 i OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT, usse11 B.Williams ,, 548 West 48th Street 1eve1and,Ohio Son Yes Sui juris I I ; ona1d N.Williams !, 18 Highland Avenue I har1eroi,Pennsylvania Son ,Yes Sui juris I i I I : I I I I, I I, I I 3 C c R R 3 --------------------- RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED,'' "NOTE :~~~t~l'>stfive items in the spaces so provided,observe notations thereon,and instructions Funeral expenses paidHaroldL.Schrock DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMNr-----------'----------,-----------''-------'--'--------..,--....:.-.:.....:..-r---toHEGISTER ONLY $1,362.53 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Melvin B.Bassi Administration Expenses '* Counsel fees '*225.001 Fiduciary commission .. OTHER DEBTS AND CLAIMS ('*)See Note below Washington County Reports Advertising 14.00 Russell Marino,Register Probate will 9.50 Guy Rodgers Filing will and Witness 15.00 The Valley Independent Advertising ",10 00 Wanda Carrington Notarizations 10 00 Russell Marino,Register Filing Inventory and Appraise- ment,First and Final Account, etc.25 00 Total 1,671 03 .~+.~y.t?).,?n~.c .9h!.C?. (City or Town and State) ~?1.~..~~~.~..1.8.t:-.l!..~.~~.e;~.~. "(Street Number) J!.../<IiW~....~~E~tlf8f-Admml8trator )" Subscribed and sworn to before me this . appraisement is de in conformity with law on this ........,19.~.. ..,~",:p'p~~i~;;.. In the event thl!-t any future interest in this estate is transfelTed in possession 01'enjoyment to collateral heirs of the decedent aftel'the expiration of any estate for life 01'for years,the Commonwealth hereby expI'essly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission 01'debt is greater or less than the estimated amount claimed and allowed. REPORT OF TH_E jREGI§TER OF WILLS I,the undersigned duly elected Register of Wills in and for.d"'~.1••••••••••••••••••••••County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set fort~in the last column to the right in said schedule above,which greater or lesser amount represents the sum allo~tion. Dated:~_:.1.-:.iY................................~..~l~:~. -.Form No.RCC-62 (4-71) Will I...::,' Administration JN6 ::Year .), • .~,-.' ~N THE• .' MATTER OF THE APPRAISEMENT ~,- 0,F THE ~ ~~ ~'ESTATE~OF DOROTHY LOUISE WILLIAMS,a/k/a....................................... LOUISE C.WILLIAMS Deceased.-~..- -~....... Late of F.'a.J.:Z.Qw1.:f.e J.d.:.1'.o.w{lP.h:i P.,..... ~ ~,- County of.:...•'~.~ashiJ)..-gt_on----.;:..••.:•••-'e ••••••••••••••••:-- .~-' Commonwealth of P€mns~lvania REPORT AND APPRAISAL., Melvin B.Bassi,' Attorney at Law. 701 McKean Avenue Charleroi,Pennsylvania ... -------_._---------------------------_._-~----_. REV·5IB (3·79) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P.O.BOX 2970 HARRISBURG 17105 NOTICE OF FILING OF APPRAISEMENT Russell Williams (Executor or Administrator) IN YOUR REPLY PLEASE REFER TO Investigation Division Louise Williams Dear Sir) In Re:Estate of ------------------- __w_a_sh_i_n_g_t_o_n County _File No._6_3_-_69_-_2_3_4_ You are hereby notified that the original appraisement in the estate of Louise Williams has been fil ed in the office of the Register of Wills of-......,....._--WW.aas.5h~itlc.g:tl;Jo~tll:l.-::-:-:---:-_--:-_:--_ County on September 9 ,19-llil.Said appraisement reflec~s the following valuations: Real Estate ---L9""00!.LL.l.0"-"0'--_ Personal Property _ Transfers _ Jointly Owned _ Total --='----'9~0~0_=_.O~O~_ 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 nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive;and twelve months when death occurred prior to December 22,1965)from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S.2485-1001,P.L.373. Date 9_/9_/_8_°_ Estate Insolvent Date of Death:2-11-69 NOTE:This is not a bill. Signed "';:'~-:'-_--,.j~----:J,=--_.~.~~A··I~ppral.ser ITitle _ REV-484 EX (2-80) ~. INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) Fi Ie Number 6_3_-_69_-_2_3_4 --'_ Estate Nome D_o_r_o_t_h_y_L_,_W_l._·l_l_l._·a_ffi_s _ 2-11-69DoteofDeath _ Social Security Number REPORT OF INHERITANCE TAX APPRAISER Washington I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Pennsylvania,do respectfully report that I have appraised the real and personal property as r-e-po-r-:"t-ed-'-;"in--:'"t'he----fo-r-e-g-o:-in-g--- return at the values set forth opposite each item in the last column t~the right in Schedules "A","B","C",and "E" Deted,9-9-80 ~~±:=¥ ADJUSTMENTS REMAINDER APPRAISEMENT CODEINVENTORYVALUEASAPPRAISEDCODE(HARRISBURG USE ONLY) Real Property (Schedule A)$900 00 00+92+ Personal Property (Schedule B)10+ Joint-Held Property (Schedule E)20+- Transfers (Schedule C)30+ TOTAL GROSS ASSETS 900 00 Less Debts and Deductions 1671 03 40Q 930 (SCHEDULE F) CLEAR VALUE OF ESTATE Estate Insolvent Valuation of life estates or annuitieslio •,,.•-.•••••••• FOR USE OF REGISTER ONLY Tax on $ Tax on $ Tax on $ Tax on $ Tax an $ FACTOR 6% 15% PRINCIPLE VALUE COMPUTATION OF TAX $ $ S $ $ CODE Exemptions ==========:1===== Total Esta te ----1 _ Less Credits DATE OF PAYMENT TOTAL TAX INTEREST FROM _ BALANCE AMOUNT PAID $----- INTEREST FROM ----_ BALANCE DUE TO _ $----------+--- $-----------+---,-- $-----------Y~ TAX CREDIT $--------V----- REV·457 (l-aO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE l'RANSFE:'R INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT Estate of L_o_u_i_s_e_C_._W_i_l_l_i_am_s _File No.__63_-_6_9_-_2_3_4 _ 2-11-69DateofDeathWashingtonCounty In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent aftet 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. PROPERTY REPORTED BY THE ESTATE DEPARTMENT'S APPRAISED VALUE 1.TOTAL REAL PROPERTY -SCHEDULE "A"900.00 2.TOTAL PERSONAL PROPERTY -SCHEDULE "B", 3.TOTAL TRANSFERS -SCHEDULE "c"--.----'.,, 4.TOTAL JOINTLY OWNED PROPERTY -SCHEDULE "E" TOTAL REPORTED PROPERTY 900.00 PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH TOTAL UNREPORTED PROPERTY , TOTAL GROSS ASSETS 900.00. LIFE ESTATE OR ANNUITY CALCULATION - I do hereby certify that the above appraisement is made in conformity with Pennsylvania law and has been filed this day with the Register 01 Wills.~~•Cl-9.J m APA:AISER ~DATE ~ (OFFICIAL USE ONLY) WILL NO.YEAR _ ADMINISTRATION NO.YEAR _ Dorothy WilliamsESTATEOF-,..._ R.D.lADDRESS _ Charleroi ,Penna. COUNTY OF----=-",....------- DOCKET NO.~_ PAGE NO._ LINE NO._