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HomeMy WebLinkAboutOC1969-0356 - ESTATE OF ELLISLAST WILL AND TESTA1IENT I,CLARENCE,ELLIS,of Canton Township,Washington County, Pennsylvania,do hereby m~{e,publish and declare this to be my Last Will and Testament hereby revoking any other will or wills by me at any time heretofore made. 1.I direct my executrices hereinafter named to pay all my just debts and funeral expenses as soon as convenient after my decease. 2.I give,devise and bequeath all of my estate of what- soever Idnd and wheresoever situate to my wife,Mary E.Ellis,if she be living at the time of my death,provided,however,that if my said wife shall have predeceased me or we shall have died in a common disaster then and in such event I give,devise and bequeath my said estate to my children in equal shares as follows:Ralph Ellis, Anna Mary_Grimm,Marie Young,Agnes Smith,Robert Ellis,Ruth Carlisle,Frances Reese and Thomas Ellis. 3.I nominate,constitute and appoint my wife,Mary E. Ellis,to be e;~ecutrix of this my Last Will and Testament,provided, however,that if my said wife shall have predeceased me or·be unable to qualify,then and in such event I appoint my sons,Ralph Ellis, Robert Ellis and Thomas Ellis,to be executors of this my last will. IN WITNESS WHEREOF I hereunto set my hand and seal this /-:..TL ''',.)..'7 day of IL~t:}-L-)--.,,1965. l Signed,sealed,published and declared by the above named Clarence Ellis 'as and for his Last Will and Testanent in the presence of us who have hereunto subscribed our names at his request as witnesses thereto in the presence of the said Testator and of each other. "-"'"il' County of ,,t'1<a;sb1ngtQn',,.,.,.,.., ,."...Ralpb 'S'.',E:l;l1s·,·,,'.",.,.,....,.,...,of 1~1'Sylvtud.il'})rive"Pitt'sburgh'j ·P:k,· (Name),(Kdare~,1;236 being duly----SW());tft-----------------------according to law,deposes and says that he is the-&Hta-utA".--------------------------------------.'l'Ell'ec"Adm.,Legattt.Etc,) of the estate oL-fJlaJrettCe---El'11-s----------------------whose last residence was_--""~)J)-.·--:f2------------(s-t~ti---------------------­ ---.-.-----t!A.fl~An----------.-.~-...----.----deceased,and that the whole of the estate of said decedent,who died --~,,'/'!I-.7,-..i<il!.a.------------(l!i'tf~~1fr3f,1l\or TownshIP).,,I!W,..nJlrPJ consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES A:&D RELATIONSHIP OF OTHER OWNERS, Real Estate Estimated ".Value u..,*..... ) i' ., " Personal Property "f.......,... .~ 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.Such letters must be 8igned by a responsible officer of the financial institution or mortgage hvlder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account I account number and the exact name or names in which the account is registered.' Jointly Held Property E8tima~d ,'Value ~, • • entireties. Transfers within TWO YEARS Prior to Death None e • 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.'....~~."_..."'.....&~::;p....;;...""T:''J ,....~~........1'0.Bank and hat·C....._-.,--II ......-...----Mo-l............~~...t,.....41 ....'OA.,....~---...·11 ';J -.- - 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 BENEFICIARYaninterest,vested,contingent orotherwise,in estate.)are involved,set OR NO,AT DEATH OF IN ESTATEforththisfact.)DECEDENT .,.,,_.....~w't~..~-"'"...,.-_...,...........-""~....",y ..................... R.D.112..,..,......-_..._..,;\O',q ,'. I I ,DEBTS AND DEDUCTIONS CtAIMED NOTE'List first five items in the spaces so provided.observe notations thereon.and instructions. :J; DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ttEGISTER ONLY Funeral expenses paid $-"'--$ )l1Vr ;;11 Family exemption (will not be allowed unless decedent died residing with a spouse or children.).._A_ !..........,."..,v 1"'11# Administration Expenses • Counsel fees •I Fiduciary commission •,.-;; OTHER DEBTS AND CLAIMS ~,(•)See Note below'.~.. /'~l' ,- I I Total Subscribed and sworn to before me this . 21st:,May 74.............._.....day of .......................•19....c.>t:--121'S'lVai11fkt»N$Mft\b~;;. ..'RtlTFl'P:NN 'TtNNAN'(:'NOT4RY PuBlic'·························· o/ASHINGTON,WASHtNGT.ON COUNTY P:tttS'b\U"~oy 'gJto~~~1tt'e)"". MY 'COMMISSIONEXPIRES-linV 11 JOZ7 ":'Member,PennsylvanlaAssoclatlOoot Notan, Having been duly sworn according to law.I do here~rtifY that the above appraisement is made in conformity with law on this ...c .J..7..,..~/(ir,e ..day of ''/(..,~-J::I-J~',.i 19i<r~ I (J/..\~. if Appraiser In the event that any future intel'est in this estate is transfelTed in possession 01'enjoyment to coliateraJ heirs of the decedent aftel'the expil;ation of any estate for life or for years.the Commonwealth hereby expI'ess)y reserves the right to appraise and assess transfer-inheri- tance!taxes at the lawful collateral I'ate on any such future interest. Note:The estate agrees to advise the Register of Wills if the amount actually paid._·u;l-Il8'~ or less than the estimated amount claimed and allowed. ,Register of Wills ••••••••••••••••••••••'"0 ~•••••••••••••••••••••••••••• l'_..~E~ORT OF TH~"1llillT~R"oF WILLS . .I~'the underSIgned duly elected RegIster ~f W~lls In and for...~~.~~~I.'~':"'M,..).~ounty.Pennsylvama,do respectfully r'''port that I have allowed debts and deductions In the amounts claimed by deponent,exc t as to those Ite,ms where a greater or lesser amount!'~Iset fortll in the last column to the right in said schedule above.which greater or les~.r mount represents the sum allowed as a deduction. l /Dated:-'. fg I '==f========================== ! r ! ~: l . :i "• ,..,,' :. .~ J, .. Form No,RCC·62 (6-70) Will l ' Administration JNo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF • 0 ••••0 0 CLARENCE''ELIiISo De~~~~~d 0 0 •• Late of .0 •°Cant.otI .Townsb1p'0 0 •••••• County of .0 'WasMngtoJi0 0 • 0 0 • 0 • 0 0 • 0 •• Commonwealth of Pennsylvania REPORT AND APPRAISAL McCrelgbt•Marriner &r4cCre1gb~ 800Wasbingt<m 'Trust Bu.11dlng Wash1ngt(.)~~1>,.~oP"~~"15~~1'S'rp~~:a 'J 'I"I,J."orn ,ilia ""''11 0'1 '",1 .,f",I (\..,)\11'S ,I idh\+U:)1.~I,v,,::H;J fl'l""Iii"T'F4'l T,,:::1 sc:mll-:l"'-U;i"'U i1\.W _.-.~\~~l 1•••,~_....... ,,, o ./•0' k '~Dl'-\'~n U 'II~~t t ~,1. I .~:,'-;;'~".,,~1 ll,...,..~ ,.I ", ~; ~{[t~d .\2 N;J\~hL,~ ·. RCC-81 (6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT RALPH ELLIS,ROBERT ELLIS &THOMAS ELLIS (Executor or Administrator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division ) County -File No._6_{3_-6_9_-_:'3_56_._ In Re:Estate of C_LARE__N_C_E_E_LL_I_S _ WASHINGTON Dear SIRS: Y h b 'f'd h h ORIGINALouareereynotlIetatte==---;;:;-;~:-=----_ appraisement in the estate of CLARENCE ELLIS, has been filed in the office of the Re?ister of Wills of__W_A_S_HI.:..::NG:.....:TC~N:.....-_ County on MAY 22,,19 4,Said appraisement reflects the following valuations: noneRealEstate _ PersonaI Property n_o_n_e _ Transfers --=n::..;.o:.-=.n:....e _ Jointly Owned n_o_n_e _ Total n_o_n_e _ 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 ));7"'>/171 Signe~-1(,Dtvm~ Title ~A ~~// DATE OF DEATH:February 17,1.969 Note:This is not a bill. \....r .t" RCC-39 (5-68> COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of ELLIS,CLARENCE (Last Name)(First Name)(Initial) DATE OF DEATH 2-17-69_FILE N~-69-356 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_W_A_5_H_I_N_G_T_ON _ 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". Dated:MAY 22,1971.. REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of WiHs 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 lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY 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) CLEAR VALUE OF ESTATE VALUE AS REPORTED $f--- i NONE VALUE AS REAPPRAISED $ FOR USE OF REGISTER ONLY Tax on $------------4--2% Tax on $-----------+--@) Tax on $5% fix 00 $lK Tax on $15% Exemptions * Total Estate -4-__ TOTAL TAX COMPUTATION OF TAX $--------1---- $--------+--- $------.---+---'- $-------+---::. $--------1---- $L.-_ :-.., (*)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 ::::::::~:~t==== TOTAL TAX BALANCE :------I~ PAID $-IL BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $----l AMOUNT OF ESTATE TAX ASSESSED $----...-....1L- Estate tax paid $--JL- BALANCE DUE $--~~ Add interest at rate of 6%from -------1to----- 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 explanation. \ ~t Will iAdministration~No...Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF CLARENCE ELLIS Deceased Late of ...CANTON 'lWP. -}I County of .WASHINGTON' Commonwealth of Pennsylvania REPORT AND APPRAISAL ,.. " R CC-2 (2-64) \,""1.. v DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA,17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE MAY 22,1974 COUNTY WASHINGTON FILE NO.63-69-356 Whereas,....:E:::,:L:=L=I::::::S.L,..~C:.::LA=.:.RE=N:.:::C=.E ----'-_late of CANTON T'vJP. in the County of W;.;.;A~S::.:;H.;:..:I::;;.N;;.;;;G;.;;T;;.;;;O=N Commonwealth of Pennsylvania,having died on the .....;1",.,7....,t..."h=--_day of _FE::.=B=R:.::U:=,:AFcr=-19~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,~,PQ~~IPIC ~.I>eMf\RI.'I.,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 Allet Values Made for InheritanceTaxPurposes RTi'.ALTY $ NnllIF.NONE PRRt::nNAT , NONE ",';:C',' '. '..~I/:, , I : " . '.'~f .~"; ., , . :,r," .>'~;,-~_.'J:":'->', Having been duly sWo:i'naCCOrd~law,I do hereby certifY~the above appraisement)s made in con- formity with Jaw on this "2 2-"'day of ~~,,,,I 19-¥- ,'\ I It..-.-.,A '....fJJ.,)'r J().JJlt:1A .1JtJ .' ,J;~.,.c,"-Y ~-f-=-,_;~~)~a~:-h2 ~d~':_ ;).'------"(_./!1'1f lfIlmbot &n~8tr..t))PZn~.-{~",/ ,..i;~",.OIIlClt) , ¥"I;'..i~~:~!,',~. \>;ASHINGTON County 1974 RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CIA RENCE ELLIS Deceased. Late of CANTON TWP. Date of Death,FEBRUARY 17,JL969 Appraisement Docket Vol.,._3....7'--"--_ Page,199-8 No.63-69-356 Filed in Register's Office,MAY 22. Am-ount of tax due,$_ DEPARTMENT OF REVENUE Received, Examined and Approved,---- Wrote aba"t Appraisemfnt. Appeal j,.om Appraisement,__ Entered and charged,~--_ V' "