HomeMy WebLinkAboutOC1969-0541 - ESTATE OF FOULKSEstate of .,91,~;n...,W,~..,Ji1.P,llJ,lc.~}t.'3 -&,9-S'l/
N th Cl.-.~1 .No.""..., ,..of 19........late of .().r ....,,...,J...ll:1.r.,,El.I'.O 1 ..,Deceased
KNOW ALL MEN BY THESE PRESENTS,
That we,.Rl).t4...H.~F..o.llllc.~...~..~f..r.J.~.~Jp~}..1l.n.:cl..,Y~~t.f;cl.,.I~tfl.~.~.~,..~~~,~~~.~y'.a ..!l:?.
....q.~t:\:r.~Il.~y...9.C>.~~13..~~.~.IrlC>.~.~.1 lVI~..~?~.~.~,~!..,, ,.., , , "..
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 sum of .Ten Thou.sand Dollars,to
be paid to the said Commonwealth,to which paymen t,well and truly to be made,we do bind ourselves,
jointly and-severally,.for ,and in-·the -whole,our heirs,executors,.administrators,successors and-assigns,--and,
each and every of them,firmly by these presents.Sealed with our seals and dated the 10th.,
".Jr~p.r.~~r..y A.D.,one thousand nine hundred and .$.tX,t,y ~~Il.e..
day of
or any of them,shall well and truly administer
THE CONDITION OF THIS OBLIGATION IS,That if the above bounden .
........,R.l:1.t.h ~.~~.',q.l:1.~~.~."rix
Administratw
Sealed and delivered in the presence of:
the estate according to law,this obligation shall be void as to those who shall so administer the estate;but
otherwise,it shall remain in force.....
/J?.71.4.1 "7 ,all ~.····uil1~te~~·Flrn:'e~ha;anty
.G.~~;().r..~.?~u!'~:tY.(SEAL~)
~".~--B --->~...................................'"..'EA)'"
Attorney act.'._~'
<tttmtut of ~urtty
I •...------..--------___,surety in the sum of $__.__..____..on the
administration bond in the estate of ........__._c...__•.__.........._._......__........,say that I reside at
------.-------.------.---..........--,Washington County.Pennsylvania;that I am the owner of real estate.the
title to which is in my own name and duly recorded,situated in ______________............•
Washington County,Pennsylvania,worth above all encumbrances,$..________..__;and that I am worth the
amount expressed in said bond,over and above my just debts and liabilities.
.__.._._--.._._-------_._---_._--._------._------~~-_.----+._-~._~-~._--._~~-----+-----~~_._---_._------_._------+~
~~~.~----.~------._-~._-~~._~~._-----~--_._--~~-_.-~~---_._-..__..~~~--._._~--~----~-----~--~-~-~---------Street
,
t;tttltmtut of &urtty
P.O.
I,..--..------..----.----.----.----...------.--.....--.---.------..--.....--..----------.--------~----......__,surety in the sum of $ .__...on the
administration bond in the estate of -------------------------.-----"--.-.---..------.--------.----------.....__...,say that I reside at
..__•••c ,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.
1 !
..............._~~..~.
'~--_._-~..__._---_._-~~~-.~_.~~------~_.~~-~~~-~--~:-~~--------~~._--~--~----------~---_._-------~--
Street P.O.
COMMONWEALTH OF PENNSYLVANIA.}5S:WASHINGTON COUNTY,
And now __19 ..__,comes __________.
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 that 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 ..__~.-_.__._-~-------_.~----.~---~~._-~-------~----~._~~-----~---~--~--~~._~._-._-~._--------~-------
1 #630
No.§~:,:,:~~~.~AA....
1\~miui!itratinu rsnu~
IN THE ESTATE OF
OLEN W.FOULKS
And now !.~~.~~~~.~,19.~?.
Bond approved and~!etters issued to
:-;-;,
.':-J •.',Ruth :H.i FoullCs ' •-------·-----------------~:-·:T-------:::·---·-----~-=~:--------.-----
.:-I
who :Wa~duly qua+ified•.........................:,:j :....:' .
,-;:0ru1·....(,.')M.......................................Rl18.sell.....arin.Q....o Register-,J
....'"
,.~>~'r ,.~.
-<
Bond Book ~~:.................Page !.~.....I
Atty:WOODWARD and BASSI (by IJ.oyd Woodward
BADZIK PRINTING ~9 DONORA
FORM 67
REV.1-50
REG.WILLS
1\pplication for 14rttrrB of 1\llminiBtration on tbr
Estate of...~L~.~~&.~~.~~".
.........................................................................................................~~:'E7!i.;-n:.
late of....::t.2~!!.L.t1....<:!!:t!!!.I..'€8:.t!?..r.........kr..::..~....::::~,Deceased.
Before the Register of Wills of Washington County
personally appeared ~.tH.I::!..E.'?.~t..K.?.,
who,being duly sworn d~poses and says that r:2.h.'!!:..!.'t:.!J(.E~..~J;;i5.~f4.::.z.
age....'I.!l......,having....~..last family or principal residence at...~..(l...~0:...q,.(ittf.~.'·1:.~L..i.--7J~.a---z:t'~~(Street and Number)~.....::.:;;:(Cit:)~~:.~iht ......??::..:>.:::..~~hingt.::.::::..:::vania,died intestate
at m.9?~t:~J.71..;t ~,on the.:f.day of I :/..
A.D.,19.fa ~,at.....~S!.:.,.£~;t.t.M.,possessed of personal estate to the estimated value.~D f'"
$.7:1.::'!?.f!.,and of real estate in the Commonwealth of Pennsylvania to the estimated value of
$..L~€2 ,situate in .
The names and addresses of the decedent's surviving spouse (if any)and other heirs including
heirs by adoption )are as follows.
I
!
-I
REI,ATIONSHIP
.....~~::.:;'·..· ·..·..· ·..0.'a I
...~~~~K.?!.Yl..'!!.!P..":!.!.(~..ii:..€.L.-;f~..I.1.I¢.f"uk '"
.lJ,..:::Z _,4Y S rPr~(,()'~_.,-~I:::::::::::::::.:::::=::::=::'~::::=~~:':::::::::::::::::::~::·"::::::::::~:L.::=::~~::::::::::::..~.::~~/~
...:,.
.........................................................................................................................................'1".
.H
That deponent is over 21 years of age,resides at...£;.I.!...;J:.-..z2... .
7.1...:..~..e...~"
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.Li....~.........~~....i:/..!...._.~~
::~..t1:::::!~~~..=::.:
REGISTER
REGISTER
It .#tyO'
?t/}'.C:g '-c t?-~-4 t
'.:J
APPLICATION.FOR
Letters of Administration
f·
ESTATE OF
~'£.::f.~£.~~..
Letters:......R $ ...................................................
P $.........!b":00...................
i.Extra Alias $.
Certificates .Jir.:4.,~,$~..~..~.
Renunciations ...1.$.4 ~...'?...
..................................................................$..-.....................................................:~.i:{1JS .
Total :..,::~_~0.•d 0-.,t ••••••:..
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(..£~~
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17·..-..-~~,.-
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ESTATE OF
.............................................................~~~{<;~DECEASED
The undersigned ~;f~~!"(.?and heirs
of ~e:t/.!..d~?!...late of d~.~~(f..=-c
deceased,hereby renounce~right to administer on ~~~C~estate
and respectfully asks that Letters of Administration be issued to ..
/f/---&J -rT ~~K~................................................................................~~':'.
Signed in the presence of,..{!;e.012 .
...............................................................................................~..................-I.,r.(~~~
'..
RUSSlLL \.;,~,;,T()
H£G\Sl ER OF \.ILlS
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Form No,RCC-62 (6-70)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961.
EF\l'E~lVE JANUARY ~.1~62.(FILE IN DUPUCATE WITH COpy OF WILL'ATTACHED).j
~;;-it 9-j-~tFIC~OF'notE REGISTER OF WILLS
County of ,,\!~.~f:l~~<.1~.~!?-.,.'.....'..
,.~:U:1;:'J;1..~~..~~C?:-t,~~~..,.,,..,.',,.,of69.~.~~':l~~J:..~.~;-~.e:t;..~.~~ht;1;-~,e:~~.i.~,~~!.•~~022
(Nam",)(Addre..)
being duly._?.~9E!?-___according to law,deposes and says that he'is the_~~_~_~~_?.!:-E~:t;...:!:~__..__.._._(Exec.,Adm.,L__,Etc.)r
of the estate of .Qlen..W.•..Jf.Qulks......._.__whose last residence was .__6D.8__..E~ourt.h--.s.treet..-.-----.---------::(No.)(Street).
J;:ala.rl_er9j..L.J?_e.Xm_a~..__..deceased,and that the 'whole of the estate of said decedent,who died ..J.._~29::~6.9..-"--_-_.---_
,(City,Borough or Township)(Dare)
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-NAM~S.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS,
Real Estate Estimated
Value
r
Personal Property
2 door Dodge Dart Car --1967 '\.1 i 1 500.00-,w~r/tJ;:'W;A~~/f
V
•
(Jr~·~~,,s-Od,O 0
"
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 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
whic.h the account is registered.x
\
~~~---~"~-----~-----------------------------------...
1,343.95
,~
Estimated
V9.lue'''I'.Jointly Held Property .
~t.Savings Account held in the First National Bank,Charleroi office-L__-_~_"-r-_":_·i
Charleroi,Penna.•In the names of I-1rs.Lenora P.Foulks or Olen W.I
Foulks.Balance as of date of death,$3,346.11 established 7-21-66 !1,67~.06
Account No.10828 ~taxable .~t!~f---------
Jt.Savings Acct.No.18040 held in the Hellon Bank N.A.Charleroi------+-1-
OfJ:'ice,Charleroi,Pa.•In the names of Olen W.Foulks or Mrs.Leonora !
Coulks.Ba1-ance as of date of death,$2,687.90 established 5~27-57 j I~taxable ~~,\
Transfers within TWO YEARS Prior to Death
Jt.Savings Account#5309 held in the :Pittsburgh Nat.Ba:hk CharleroJ."I
Office,Charleroi,PenB8.•In the names of Olen w.:-F-:-o__U__l_k-:s=-=-o_r~~_!lr_s_.t-1 ,
Leonora Foulks.Established 2-l3-45.Balance as of date ofdeath I
$551.96 ~taxable ()K.j 275.98dJ1~~flJ-
VoJ3 ;{9J·qt
---------------~I---
i
I
II1-------------JC--
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 INSTITUTlON
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE 9EPOSlT flOX RENTED
IN NAME OR NA.Jif.ES OF
~.ATIONSHIPOF JOINT -
!~LOERS TO DECEDENT_"_
-----"--"--~~.~--..,-'....'""---------"---1------f-"--'--
===============_=-=-=-=,~_=-=--=-==::b::==:-::====-=-=_=__==-=-=..,_,.=_"=_,==:!::'_=.=======
BENEFICIARIES.
.RELATJONSHIP SURVIVED"--AGE OF LIFE
BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names ofall and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
Lenora P.Foulks mother deceased asof 1972
!
't.\
I
II-
I1-----"---I I
--l
I
DEBTS AND DEDUCTIONS CLAIMED
----~_.._-----------
Funeral expenses paid
------~-t__
DEBT OR CLAIM
Schrocks F'unera.1 Home
RESlDENT DECEt>ENT
.-R_u_t_h_H._._F_O_.U_l_k_s --,!Family exemption (will not be allowed unless
decedent died residing with a spouse or l:hildren.)
OTHER DEBTS AND CLAIMS
(..)See Note below
Administration Expenses •
Counsel fees ~250 ,00 I
I
1,000 00
I.......-.'---+-+-----+--
commission ..Fiduciary
I-A_t_t_:V_._~_Jo_o_a_,w_a_r_d j
I
I
Register of Wills Bond 60 00
Johnson I S :t'lovier Flowers for funeral
E'ood for funeral
41 180
100 00
Gravemarker
~janister
75 00
I
15 00
Valley Independent Notices,of Funeral 24 00
VilasIting·ton Hospital 8 56
Total
Note:The estate ag\'ees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission Ok'debt is greater
0,'less than the estimated amount claimed and allowed.'.'~
Subscribed and swo\'n to before me this.. . . . . . . . . . . . . . . . . . . . .. .~~-h{.~r;.;;(Executor··Administrator)
,~~day of ../Ctt,y ,19?~
...c0tLA.P.~tv~lY.N.a,FIt:DL~~7 v ( .•ftolalY Public,North Char!erol,Washington CO,
MV COMMISSIQND:PIRES DEC.22,1975
(Street Number)
(City or Town and State)
Having been duiy swol'll acco\,dmg to law,l:do he\'eby certify that the above appraisement is ~?pe in conformity with law on this....................1.~dayof ~~~..~..,19.7.T L
...............~!~.
Appraiser
In the event that any future intel'est in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after the
expiration of any estate fo\'life 01'for yea\'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 TJiEl pEGIS ER OF.1£lLL)S
1,the Utlde'fSlgned duly elected Register of Wills in and for.:.AI1 .~County.Pennsylvama,do respectfully
('<:port that l:h"vt:allowed debts and deductions in the amounts claimed by depo ,~as to those items where a greater or lesser amount
IS 5CL wcth .n the last column to the right in said schedule above,which greater lesserpountreprents the sum allowed as a deduction.
"NOV 8 1971~W5SELl MARINO ('-;!Jared:..:...:..:.J."-.'-'"• • •.,• • • ..••••••••••••••••••••••••••""..._.,.----R IS Wills /...1'11
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Form ~!o.RCC-62 (6·70)
WillAdministration }No Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.<?;L.E}I)..~~.r.q\l;I..~l?..
Deceased
Late of Charleroi..............................................
County of .~l?:f?J:1?-.~gton...................................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
'vd "0:)(\in,';!ilHSvli\
SlllMi~)iJLSIS3U
oNft.l "if-i /t ;'1 ~4 ~)Snt!
'E I 6 W~L iimi IlL
•
<1 OJ ._'~f .•',-I I I .,..1
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-------~-----------:---------------------.
-."r
RCc-s 1 (6-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
RUTHB.FOULKS
(Executor orAdministrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
In Re:Estate of __O_LE_N_J_._F_O_UL_K_S_~_
___v_JA_S_HI_N_G_TO_N__County _Fi Ie No.__63_-_6_9-_5_4JL_'' _
Dear Mrs.Foulks:
originalYouareherebynotifiedthatthe__:::-::-:::::::---=----===-=::--_
appraisement in the estate of OLEN J.FOULKS
has been fi led in the office of the Reglster of Wi lis of .WASHINGTON
County on NOVEr.1BER 8,,19~,Said appraisement reflects the following
valuations:
Real Estate__---..;...----...--..~_...------
Personal Property l....;,=--5_0_0_._0_o _
Transfers_~_
Jointl y Owned ~3e:),~2:.L9~2.!:...,9t....9L___
Total ....t4~,w.7.J.9.60.2......9t....9'---_
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
Esto.e T~Act of 1961,72 P.S.248S.1001,P.L~~.
Date )210/:r,/'1 71 Signed '-~~--)--/'.J--A)~
Title~,~I/
DATE OF DEATH:JANUARY 29,1969
Note:This is not a bi II.
-"'.....
•RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
FILE NO.63-69-541
(Initial)(First Name)
FOULKS,OLEN J.1-29-69EstateofDATEOFDEATH
(Last Name)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W..:...a_s_h_i..:...n.,!=gc..:..t..:.o.:.,:n _
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:__N_o_v_em_b_e_r_8_,_1_97_4 _Frances Leo,Chief Appraiser 11
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
_...'ilNOV81974RUSSELLMARINODated:
I,the undersigned duly elected Register of Wills in and for Washington ounty,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",_w ich greater or lesser amount represents the sum
allowed as a deduction.
VALUE AS REAPPRAISED
$-------+--1.SOO_00
1-2q2.99
4.792.99
2,843.36
1,949.63
VALUE AS REPORTED VALUE AS APPRAISED
$$
CLEAR VALUE OF ESTATE
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)
Valuation of life estates or
annuities.. . . . . . . . . . . . . . . . . .$t=
---I
ESTATE TAX ASSESSMENTS $--J.
COMPUTATION OF TAX
$
$'I.oI'~(.,l.&....I-q::z.Q_.~_Paid in full
$--'------+--
$-------+--
$-------+--
FOR USE OF REGISTER ONLY
Tax on·$--:---,,..,.-,:-+--.,..,~2%
Tax on $1.91l.9.6'3 ®
Tax on $5%
Tax on $10%
Tax on $15%
fu~~MS *
Total Estate -1-__
TOTAL TAX $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 $-----~
AMOUNT OF ESTATE TAX ASSESSED $-----1-
Estate tax paid $--JL-
BALANCE DUE $--__-lL-
Add interest at rate of 6%from
------tto--'----$--------It=TOTAL TAX BALANCE $-------1.
PAID $---,._--1
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.
Will l
Administration ~No....
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
OlEN J.FOULKS
.......
Deceased '.
Late of .
County of
CHARLEROI
WASHINGTON . . .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
"
~
RCC-2 (2-64)
<..l ,,.•November 8,1974COMMONWEALTHOFPENNSYLVANIADATE
PEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY Washington
I .-BUIVtlU OF COUNTY COLLECTIONS
I HARRISBURG,PENNA,17127 APPRAISEMENT 63-69-541FILENO.
Whereas,OLEN J.FOULKS late of CHARIEROI
in the County of WASHINGTON Commonwealth of Pennsylvania,having died on
the 29th day of Janaury 19--ii9,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W Frances Leo ,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 la.wful collateral rate on any such future interest.
!
Unit Appraisement
'Description of Anet Values Made for In heritance
Tax Purposes
$
Personal:
See COPY of aopraisement 1,500.00
JOINTLY-HELD:
See copy of appraisement 3J~292.99
TOTLA 4,792.99
1
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Having been,duly sworn 8CCO~to law,I do hereby certify~t the a~ve appraisemen;Jj made in COD-
formity with law on tilis R =.J.day of ~//.J \192;i...''\--(L!t '...If ~.-4)-1..,.0",
()j-y~.7~)C\Dfl~/:-Z'A!l}y~
"-..-J ('~(!l\I1«.and s~!jI~......"~~/Penna."'-....._-(1'oIt~ee),
'....~
WASHINGTON Coullty
19 74
;{
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"
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
OLEN J.FOULKS
Deceased.
Late of
CHARLEROI
Date of Death,JANUARY 29,1969
Appraisement Docket Vol.,_...=::3...:.7_-_
Page 214-4 kT 63-69"'541,nO,_
Filed in Register's Office;Nov.8,
Am.ount of tax due,$_
DEPARTMENT OF REVENUE'
:Received,
Ex.amined a.nd Approved,-'-_
Wrote abo.ltt Appraisement,
Appeal°f,.om Appraisement,..,...'--__~
Entered and charged,_._------:-
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