HomeMy WebLinkAboutOC1969-0364 - ESTATE OF HOLT-•.,
I,Amy Edge Holt,of Route 1,Box 531,Washington,Washington County,
Pennsylvania,being of sound and disposing mind and memory,do hereby make,
publish and declare this to be my last will and testament,hereby revoking all
wills by me at any time heretofore made.
FIRST:I direct all my just debts and funeral expenses to be paid as soon
after my decease as conveniently may be.
SECOND:I hereby devise and bequeath all of my estate,real,personal and
mixed unto my two daughters,Margaret Evelyn ~onroe and Bessie Violet Myer,
to be theirs absolutely and in fee simple,share and share alike.
I
THIRD:I hereby nominate and appoint my brother,Joseph Edge,as Executor
of this my last will and testament.
Given under my hand and seal this twentieth'day of May in the year of
our Lord,One Thousand Nine Hundred and Sixty-one.
(SEAL
,of St.~~rys,West Virginia •
The foregoing instrument was signed qy the said Amy Edge Holt in our
presence and by her published and declared as her last will and testament,and
at her request,and in her presence,and in the presence of each other,we
hereunto subscribe our names as attesting witnesses,at 10:00 A.M.o'clock this I
twentieth day of May,A.D.1961 •
._..-jftL~~.;;..~----_..::.--·~-+~-~..a...!~::".~:::'-''';'''---'of St.Marys,West Virginia.
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STATE OF WEST VIRGINIA
COUNTY OF PLEASANTS,TO-WIT:
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The undersigned,~~I.~~~~~~_._~_._~_.~_~__~~,
~-A ~and ),~••~~
of st.Marys,County of Pleasants and State of West Virginia,whose names are
slgr:ed to the foregoing last ",,-ill and testament ofArny Edge Holt as attesting
i
I all of whom have.attained the age of twenty-one years and who reside in The Cit.I
t1·1
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witnesses,being by me first duly sworn,before me and upon oath depose and
swear as follows:
1.Amy Edge Holt did sign and acknowledge the foregoing instrument as her
last will and testament in the presence of each of the attesting witnesses;an
2.That at the time said Amy Edge Holt signed this writing,she was of
sound mind and disposing memory and was over the age of twenty-one years;and
J.That at the request of and"in the presence of Amy Edge Holt,ard in
the presence of each other,they did sign said writing as subscribing witnesses
thereof,all being present at the ,same time;and
4.That Amy Edge Holt and each of the subscribing witnesses did sign thei
,\
names at about 10:00 A.M.o'clock on the morning of the twentieth day of May,
1961,in The City of st.Marys,County of Pleasants and State of West Virginia;,,
and
5.This affidavit is made at the request of Amy Edge Holt.
'I
:/
,.
Taken,subscribed and sworn to before me in
day of May,1961.My commission expires February 15,1962•
.,In,
County this 20th
~3 --c;,.7-0(,:Y \J
i\ffi~uuit (@f 1£xrrutnr (@r i\~mini!1trutnr
@ltutt of Jtltltllyluultlu.~liS:
cnOUltty of BUlll11ltgtOlt \
Personally before me,the undersigned authority,a ~.9..t.~£.y ~.~E..th.~in and for said
County and State,appeared J.QS.~f.R £D.!J.:t;who,being duly
sworn according to law,deposes and says that he is the executor Gif=ad~:::c>f the estate of
1.M'!Jx.t;O.G~HQL.'r.g.!kLst..AMX aQL.:r.deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate oLAMY....t:O.G.f:...HQ.L.X....a.l.kL.a...A,MY HOLT
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named Executor =AdmiHi~.
day a~=::;:a:'=~.:':'b2~~:t~.-lfUlL l ~~~;;;;;.._..~.W.J:tI<!;".I.P'''t,'IIC :.::::.~.............C~~~~~n·~~tfI~~~~~~~~~
ANDREW W.Ctll;;:.",'!:.,,cr~,~.,-.'
Canonsburu,V/asl;in!Jtor.\"0.•Pa.ADDITIONAL INSTRUCTIONS
1.~1i:~~~~~=~t be filed within three months after appointment of personal representative.'.
2.A~lemental inventory must be filed within thirty days of discovery of additional assets.'
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Odginal and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
1Juuentnry nUll p.pprnispwpnt of the goods and chattels,rights and credits which
AMY EDGE HOLT .
,.~'were of a.l.kl..a AMY H.QLT late of Char..ti.e.x:.s T.Qwns.hip .
Washington County,Pa.,taken and made in conformity with the above affidavit.
REAL ESTATE
DOLLARS CENTS
ALL that certain lot of ground situate in Chartiers
Township,Washington County,Pennsylvania as fully des-
cribed in deed dated June 9,1969 from Joseph Edge,
Executor of the Estate of Mrs.Amy Holt,deceased,to
Russell S.Stevens and Esther Edith Stevens,his wife,
and recorded June 10,1969 as Instrument No.3741.Upon
which is erected a one-story block house.Sale price was
PERSONAL PROPERTY
Balance due on $1700.00 Note of Margaret E.Monroe and
Archie E.Monroe,dated September 5,1953
Lump-sum Social Security
114 Shares of American Telephone &Telegraph Co.
Savings Account No.6844 Pittsburgh National Bank
Canonsburg Office
Savings Account No.7382 Mellon Bank -Washington Office
Savings Account No.15273 First Federal Savings and L8an
of Pittsburgh
(9ash in Safe-Deposit Box ~t Mellon Bank in Canonsburg
~pril 1 dividend of American Telephone &Telegraph Co.
TOTAL
750 00
200 00
165 00
609.1 48
5100 00
2247 67
3917 30
8994 00
68 40
27533 85
&3-~9-a~~
:;2.087
"Inventory and Appraisement
.IN THE ESTATE OF
"/AMY EDGE HOLT
~',/'r~/..............:a.f..r.../..a AMy .HQLT...
Filed ,19 .
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COMMONWEALTH OF PENNSYLVAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
Form RCC-33
RESIDENT DECEDENT
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
the_Inl).eritance_.an!l.E~tate'I'axJ\ct of 19§1.)
_.AMY EP..~:..~:.:::.::.:;:~~~:T~.:};:::u:v;:OF
(State full name of decedent)
Late of Cb..g,.*..t..i.§!X;;HH.'r.QWn~h.ip.,Wg~OOgt::q.ncounty lll;IIUfl6ri6M'eB
state of ?§!r.:l.r.:l.i?y:l,y?pt..?}ss:
County of .W?i?l:l..~!.l.g.:t:s>..!.l..
.H"""HgQ$..~:EI.:ri:.PG.~...........................................·····......H....
of the estate of the above-named decedent being duly sworn,depose S and say S
.Executor
(Month)
Name and address of attorney or}
other authorized representative to.
whom all correspondence should be
mailed.
Decedent'died March 15...................................,19....?.<::l...:...,r testate leaving a last will,copy of which is hereto attached.}
(lIay)(Year)L=l'll'A'RR:e:
J\nCl:rE::!WW.G\l,mmin$./At.t.9.~I.:1§!Y .
Law.&:..Finance.Bldg.,CaJ1,QnsP1Jxg,.I>.a.•
That as such ~:e§..9.:9..t.9..r deponent is familiar with the affairs of said estate and the property con-
::(1l:>:Im==;I;;IIi'I===-=~
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in 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
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
erdau
Me lion Bank·...Canoz:1~s~b~u~r~_O~f~f:..=i~c::..:e==----_¥MR~S"-'.~=~=:'=:~>;LL!lod....--+_
MRS.
That the contents of said safe deposit box or boxes are itemized under Schedules ~B~_of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Sc.hedule A attached hereto and made part hereof sets forth full v and in'detail all the
real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of saVings banks,and to the date of decedent's death
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or ~greement they
.are designated as tax free,of.the United States,or any state,or political subdivision thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and'any and a~l
other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated
market value thereof;all bonds and mortg8',tes held by decedent and of all claims due and owing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever ~ature,With interest thereon,if any,giVing the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable
to the estate from life insurance polict-es carried by decedent;all annuity and endowment contracts the
proceeds of which were payabl~upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment secu~ities owned by the decedent ~t the time of death,with the market
value thereof at such time.
,.
In the case of securities of close or family corporations,the values reported.are as far as
possible substantiated by financial statements of the corporations,showing the asSets and liabilities
thereof as of the:date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the natllre of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.·It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inqUiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a cOllY
of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said
schedule a list of all property,real and personal,with its value,which pa~ses at decedent's death by
virtue ~f the exercise by decedent,either individually,orjointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule•...
That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,'their issue,and the relationship of ,such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly With another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and lmpaid at time of,'..death;taxes accrued.charge.able for period prior to decedent's death (except.those.allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
•
Subscribed and sworn to before me this .
................t.§~?day of ~y..p..~19§..~.
~~~~
........·..·..·..···········..······················..·····1(;(~~.
ANDREW W.CU~I;~im~'-',~::,1~'..f rdlle
CanonSbUi"G,V;as>i,n~'~~~r:Go.,Pa.My CO:;lmj::,:';)~::x,;;;'0
JallUar}~'J,i!~
..................................................~~..
(E:r:e tor-i4.~)
...............5.'Or..c.h.ax.d D.r.i.Y.e .
(Street Number).
..?.t.t..t.§.p.)J.+..ghol P.a 15.2.3.8 ..
(City or Town and'State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securiti,es,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required urider the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary".has been properly completed as above-directed.
RCC-34 (\-64)
COMM(jlNWEALTH OF'PENNSfLVANIA
'D,EPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE uA"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the .de.cedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commor:'lwealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;if a farm state number of a-
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
(1)(2)(3)/
DEPARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write
DEATH In this space)
ALL that certain lot of ground situate
in Chartiers Township,Washington County,
Pennsylvania as fully described in deed
dated June 9,1969 from Joseph Edge,
Executor of the Estate of Mrs.Amy Holt,
deceased,to Russell S.Stevens and Esther
Edith Stevens,his wife,and recorded June
10,1969 as Instrument No.3741.Upon
which is erected a one-story block house.
Sale price was $750.00.450.00 750.00 ~rI.Jl
~1lJI (~.~.
Insert this total opposite ureal property",Schedule "A"in the X X X X X
/lAs Reported"column on the last page of this return.
750.00
RCC-35
CORiMONWEALTH"OF PENNSYLVANIA'.TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.SaVings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and fUrnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
No.
ITEM
List and describe fUlly
UNIT
VALUE
ESTIMATED
MARKEr VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1
2
3
4
5
6
Balance due on $1700.00 Note of Margaret
E.Monroe and Archie E.Monroe,dated
September 5,1953
Lump-Sum Social Security
114 Shares of American Telephone &
Telegraph Co.
Savings Account No.6844 Pittsburgh
National Bank Canonsburg Office
Savings Account No.7382 Mellon Bank
Washington Office
Savings Account No.15273 First Federal
Savings and Loan of Pittsburgh
200.00-)~
}..;165.00 (
--.-'"'
6091.48
5100.00.~
7
8
Cash in Safe-Deposit Box at Mellon Bank
in Canonsburg
April 1 dividend of ,American Telephone
&Telegraph Co.
8994.00
68.40
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column un the last page of this return.
x X 26783.85
RCC-36.'..
-CO\D10\'\i?\LTII OF PF~NSYLV..\.NB.
T1UN~FFR INHElUTANCE TAX
ImSlnEXT DECEDENT
SCHEDULE "c"
TH.AXSFETtS
(1)Did decedent,Within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no).......N""'O""-__
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)NO
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect tn possession or enjoyment at or after his death?
(Answer yes or no)NO
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?---------(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)__~N~O~__
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)__=N~O~_
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others --'-_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)__~NuO,-__
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which conld revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)__~N~O~__
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in th~decedent alone or the decedent and others?
(Answer yes or no)__
NOTE 1:The answers to these questions should be supporterl by affidavit by the attenrUng physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to Whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,tf tr,ms-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM
NONE
DESCRIPTION MARImT VALUE
(Estimated)
NONE
DF.J'T.VALUATION
(Dept.Only)
__...J-----------'---""-......
Insert this totAl opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.NONE
ReC-38
.~•.o:t •
CQMMONWEALTH Or PENNSYLVANIA
THANSFER INHERITANCE TAX
RBSIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
I NSTRl'CTIOKS:This schedule must disclose all property,real and personal,owned by the decedent jointly
wi th another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of Acquisition,Name I
Address and Relationship of Co-Owners,and Place I
of Record of Instrument,where Real Estate.I
NONE
unit
Value
percentage
Share
Estate
Valuation
NONE
DEPARTMENT VALUATION
CAUTION-Do not WrHe
In This Space.
Value of Value of
Entire Decedent's
Property Interest
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.NONE
RCC-37 •(12-63)..,••
~......II
l~OMl\IONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
...4 t •
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Marg.::ll"'Ar 'Rut:llun .1"l::l11nhter VAS k 'Rt:ll::;1"l11t:l
Rnllre :l:l:l Box lhO
Friendlv w.Va.
Bessie Violet Mver dauohter ves k Residue
Box 255
Moja'ut=!Califnrn;::l
\
h
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
~
..
(Executor-Administrator
must complete "As
Reported"column #1.)
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Year ..
Z ~hl 02 fini'69,
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ONIH1;1f'i 113SsrnJ
AMY EDGE HOLT
OF THE
ESTATE OF
95
.Cl/1</a~Y HOLT
Deceased
REPORT AND APPRAISAL
~IATTER OF THE APPRAISEMENT
Late ofC:har:tie:J;~.':['():W:rlsh:i.p
Commonwealth of Pennsylvania
County of WashinJtoI1
Will l N
Administration \o.
DO THE
RCC-BI (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
JOSEPH EDfi.E
(Executor ~~~XOOf~X!X~X
IN YOUR REPLY PLEADE
REFER TO
37-200-1
In Re:Estate 0 f .aA~MY!...!-,;·.....IB.:LDu;r.u:!J..:jEL.__I:HuO.L.iT....'J!.IO.__
____..:.W:.,:;A~S~H~I:.:.N~G~T~O~N'__County - F He No.63-619-362
Dear Mr.Edge:
You are hereby notified that the or;g;nal
appraisement in the estate of Amy Ed ge Hal t
has been filed in the office of the Register of Wills qf Wa Sh;ngton
County on July 22 }19..6.9.Said appraisement reflects the
following valuations:
Real Estate 7......".,5""0....""'0""'0"-"'-_
Personal Property __~2~6~,~7~R~3~.~R~5__
Transfers --:...-:---=."....,,~:::-::--_
Tota1 ...,...---.;2=.7.:..L,5=-3=-3~.8=-5~_
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 ->.Jwu~1:..,y;...-4:4.2"""2..,.,---:.1~9u.6l..o9~--
DATE OF DEATH:
Note:This is not a bill.
March 15,1969
l
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of....JH......O"""-T,u,.......T ..l:lA....,.MYu.----"$iL'.DATE OF DEATH 3-15-69
(Last Name)(First Name)(Initial)
FILE NO.63-69-362
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Wasbi ngton
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".
07-22-69
03-15-69
Dated:_---''''-'-~~::...>.t..:z__
REPORT OF THE REGISTER OF WILLS
REGISTER OF WILLS
Dated:--+7--...c=:1..ae.l---:-t:...ll~__
I,the undersigned duly elected Register of Wills in and for 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 ser amount represents the sum
allowed as a deduction.
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 REAPPRAISED
$-------+--
Valuation of life estates or
COMPUTATION OF TAXFORUSEOFREGISTERONLY
Tax on $--1__~
Tax on $6%0
Tax on $----------1--
Tax on $10%
Tax on $15%
Exemptions *
Total Estate ---:-__-+-__.•TOTAL TAX
$---------f--
$---------f--
$---------f--
$-------+--
$--------+--
$---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===
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $---J
AMOUNT OF ESTATE TAX ASSESSED $L-
Estate tax paid $L.-.
BALANCE DUE $----Jl-
Add interest at rate of 6%from t=
------tto-----$-------1.
TOTAL TAX BALANCE $-----~
PAID $....J
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.
-~''W''M~'W5 ::;;:--'2"'1>'"'P ='~_'~="'--'~'·V""""""".........--._~'"n._····'w",,__,,__·__·T~'-'~-_..._,--'~-'<'-"_.~'n___--,---,"~'-"WFJ!!=.:::'-~=,,-..---W'=="..,
Will t...No.AdmInlstration
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
A.MY.EDGE HOLT ..Deceased
Late of ....
County of
.CHARTIERS..TIVP •.......
.WASHINGTON .
I
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
..
~
I.'
Fonn:RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE .................J.uly......2.2.,......1.9.6..9................'".DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX.../COUNTY ....................Wa.shingt..o.n.........................Bt,JREAU OF COUNTY COLLECTIONS .
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.................6.3.~..6.9.~..3..6..2...................................-~
Whereas,...............................Amy.....Ed.ge....H.o.lt...............................................................late of ..............................................G.ha..r.t.i.e..r..s......T.w.P."......
in the County of .....................W~.~.b.i.n.gt.JHL ...................................................................Commonwealth of Pennsylvania,having died on
the .......................lS.....th..................·...............................day of ................Mar.ch.........................................19..6.9...,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.......................W.....R........C.hane.y.................................................................,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
I 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 AppraisementDescriptionofAnetValuesMadeforInharltanceTaxf'urpo.e.
II
$
REALTY:
All that certain lot of ground situate 1n
('I'\.,.........;""....,'T'T.r,.,.tJ!l cd,";1'10'+"'1'1 C".p~~C!-..-,~v
fullv described in deed dated June 9.1969
from Joseph Edge.Executor of the Estate of
Mrs.Amv Holt.deceased,to Russell S.Stevens
~nn En;...h tl.~....0""01'1 C!h~C!T.,,;f'~~nn .....~e"n.....n ~n
I
Tnnp 1 ()1QhQ ~~Tn No ':1,7.41 TTnon,£
T.T'\.,;I"''\.,;.,O ...Ol"'....~n !l "'np_C!1-"'....."t"'h1 ne"u-hnn~p 7!:;{)(){)
v
PERSONALTY:
!
.~PP ;!l+1-!lt"'~n ?h 7~~~C\.-
J
'T'oT~l 1.7 .C\R'RC\
!
..
..
form~V~~hb~:::~:.w<>ll1~.,~~l~~.~:;:r~~~~~~t~~s~llle::~;~
,AppraIser
~;a~='~).•••••••••••••••••••••••:..••.....~~~~:.
(Poat Office)
.................WASHING.TON............................COUtit)'
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.....AMY ED.G.E HO'LT .
Deceased.
Late of
..CHARTIE.RS TWP..•...__.
Date of Death,Mar.ch l.5..,1.9.6.9 .
Appraisemellt Docket Vol.,3.7 .
Page,200 1 No 6.3~.6.9.~..3.6.2 .
Filed in Register's Office,July..22.,..J9 6.9
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo,ut A ppra-isement,.
Appeal f,.om Appraisement,.
Entered and charged,.
I
"
AND AGENT OF THE COMMONWEALTH
.~7T ?5--6,Y'--d/p(.~¥a-d~~%
Form RC C ·~C·
OFFIC~QF T>;E
REGISTER OF WILLS
OF __"!,!W!.,l,a~s~h~i~n~g:l-"t=.;o"""",,,n~COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
J
DEDUCTIONS ALLOWED IN gs:-
THE SUM OF $':I6/J.-
~,"OV'D~\~Jf71I~~(Mi~.n+Regllter of Willi.Age.t
I,
LATE OF _---lCb"""'-LJOIa..r..Jt_'J,..·es;:w.r...i:S:a...-TJ,..ou'tAlJllU.n.l.Os:uhu...L.ip~_
DATE OF FILING APPR....ISEMENT --I;Cfl~:::(,A,:..:l-=-l'tl:--..:.,._"2....,/.....1'--9~b'-;1~DATE OF DEATH --,MlW:.l;daWlor~c.whu...-....l_5,--.-.L.]~9u.6L..9,,--_
DATE NO,OF NAM&:OF PAYEE REMARKS ....MOUNTVOUCHS;Iq
Probate and
3-18 69 Register of Wills Short Certifi~ate~?1 t;o
Ll._17 IC;Q 'w R ,.,.,,n 1<'"nA1'"A 1 'RnmA 1<'11nA1'"A1 1 LlQn nn-• I
I4.17 I(;q I,,_•...:J _u ent-C'.o c:;1\,..1 1(;t;00
4-17 69 Dr.Lowell G.Lubic Doctor Bill 10 00 .
6-9 69 West Penn Power Electric Bill 1 1?
6-9-69 The Dailv Notes Advertisinq Letters 12 50
6-9 69 Anna Howcroft,Tax Collector 1969 Township 3 76.
6-9 69 John D.Woodward,Recorder Stamps on Deed 15 00
Malcolm L.Morgan,6-9 69 Co.Treasurer 1969 County 7 69
7-14 69 Archie Moore Cleaninq house for sale 100 OlL
7-14 69 Joseph Edqe Executor's fees t:;t:;~~Q
7-14 69 A.W.Cummins Atty.&Part 2?nn nnExecutor's fees
7-14 69 Washington County Reports Advertising letters 14 00
7-14 i(;q Register of Wills Filina"Inv 4 00.
7-14 69 Reqister of Wills Filinq Form RCC-33 3 00·
7 ·14 1(;9 Anna Howcroft,1969 School ?Ll.7n .ITax CollectorI
I._._-_.
TOTAL 4617 85
,
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF __W......::.;A:....S_H_I_N_G_TO~N_...,.....___SlI:
----.....4"I·]"""Or..;;S:uE;:o,IPt::.Hl:l-...1E:a.&D..LIG~E.I.:L..HEREBY CERTIFY.THAT.TO THE BEaT OF
IIolY KNOWl.:!DGE ....ND BELIEF,TH!FOREGOING IS ....JUST ....ND TRU E BrATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENlIES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Amy Edge Holt a/kla Amy Holt DECEASED.....S DEDUCTION5l FOR
INHERITANCE TAlC PURPOSES.
ANOW 'M...Sf N .Canonsburg,Washil\lJ~on ,Co.,Pa,
My CommisslQ\\EK,p~ros
_January 29,11-1'
-~,---,,-$e~d7F~'----(L.6.)
DAY ()IP (/----,-/