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Home My WebLink AboutOC1969-0581 - ESTATE OF ATKINS\ ; .'L3 In rS2J-J / OF DALE W.ATKINS I,DALE W.ATKINS,of the City of Monongahela,Washington County,Pennsylvania,being of sound mind,memory and understand- ing,do make and publish this my Last Will an)d Testament,hereby revoking and making void all former Wills by me at any time hereto- fore made. ITEM 1.I direct that all my just debts and funeral expenses be fully paid and satisfied as soon as conveniently may be after my decease. ITEM II.I will,devise and bequeath all my property,real,persona.l and mixed to my ,beloved wife,Florence Atkins. ITEM III.In the event my wife Florence predeceases me or in the event we die in a common disaster,it is then my will and desire that my property go to my three children,Dorothy Lowstuter of Jacksonville, Florida,my daughter;Donald Atkins ,and Bernard Atkins of the City of Monongahela,'my two sons,in like and equal shares.Should both my wife and any children predecease me leaving issue it is my will and de- sire that such issue take the parents share as provided herein. ITEM IV.In the event my wife predeceases me as provided herein, I direct that all my real estate be sold by my Executrix or Executors, hereinafter named,at the best price she or they deem obtainable at either private or public sale and the purchas~r thereof shall not be responsible for the application of the proceeds therefrom. ITEM V.I nominate and appoint my wife Florence as the Executrix of this my Last Will and Testament.In the event that she is unable to serve,it is my will and desire that my sons,Bernard Atkins and Donald Atkins or the survivors of them,be the Executors of this my Last Will and Testament.I direct that neither of the above named persons shall be required to give bond or other security in any jurisdiction. .'--- day IN WITNESS WHEREOF,I have hereunto set my hand this "-::;::; ,A.D. This instrument,consisting of two (2)typewritten pages,"(each bearing the signature of the above nam'ed Dale W.Atkins(was by him on the date hereof signed,published and declared by him to be his Last Will and Testament,in our presence,who at his request and in his presence and in the presence of each other,we believing him to be of sound and disposing mind and memory,have hereunto subscribed our names as witnesses: "j := Cash Form No.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 16.1961, EFFECTIVE JANUARY I,1982.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED) . OFFICE OF THE REGISTER OF WILLS County of .W?-?hingt9~,. ,.. .....f.l?~~J?-~.~.lH~~J?-p ,.',of ~.Q~.Thi.r:9 ..t?-:V:~!flf~. (Name)(Address) being duly §,W-9XD .according to law,deposes and says that %e is the Ex.e_cJJtrix _ (Exec.,Adm.,Legatee.Etc.) of the estate of._:g~J~__W_~__A1~j_~~.whose last residence was _~_QJ__1'b..:Lr_Q._i\y_~.tm(.e---------.-----------------(No.)Street) _____M2J.?:.2!!K~_-h~1~.deceased,and that the whole of the estate of said decedent,who died ~.Rr.u(__2~)_..._J_~_9..f) (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. / .1; I I L Real Estate Estimated Value NONE C;r-;-,. ~~~ V /' - - - Personal Property Cash -Safety deposit box -Mellon National Bank and Trust Company. Charleroi,Pennsylvania $2,388.oOlvf~ L~V"..- 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 which the account is registeretQm Jointly Held Property Estimated Value .,.~-NONE '- ,~ ~ , ". - Transfers within TWO YEARS Prior to Death NONE • 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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Mellon National Bank and Trust Co.Dale W.Atkins Husband Charleroi,Fa. - 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 BENEFICIARY an interest,vested,contingent orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Florence Atkins Widow Yes All - , I I , I ...... RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided observe notations thereoll and b>lstructions.':'-,, ~DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN iKEGISTER ONLY Beboutand Yohe Funeral expenses paid $1300 00 $ Florence Atkins Family exemption (will not be allowed unless decedent died residing with a spouse or children.)1000 00 Administration Expenses *30 50 Peacock.Keller &Yohe Counsel fees *50 DO Fiduciary commission * I OTHER DEBTS AND CLAIMS (*)See Note below Kurtz Monument Company Head Stone 240 ~O '" ,1.0,...-....-- Total $2620 50 301 Third Avenue •••••••••••0 •••••••••••••••••••••••••••••••••••••• (Street Number) Monongahela,Pennsylvania 15963.................................................. (City or Town and State) .$~~~.@~. (Executor-Administrator)Subscribed and sworn to before me this 2nd . Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater 01'less than the estimated amount claimed and allowed. ~.."(4'..Septeml>er.,.,1169.. .........~~. Mary Jane Smith,Notary Public ,Washington,Washington County,Pa.Elj c-_.,,,",."r.._,.o~ REPORT OF THE ~}STER F W1LLS I,the undersigned duly elected Register of Wills in and for ../~<'...County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent cept as t those items where a greater or lesser amount is set fort~h'nthest column to the right in said schedule above,which greater or I s er am~unt presents the sw,n ~~n. Dated:..~../;../.f?~.?......V.~'/~..fiZ.,.••-r..A••~."""•••••••••••••..•••.••.•..••••• Register of Wills ~ FOl1n No,ReG-62 (12-66)(,.3 -b 9:.-~g-/ IC~ I u WillAdministration INo Year ..' . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF DALE W.ATKINS Deceased , Late of .JYI.Q119P.gq.1}.~~?-'..:-,•.....•.. a5c.o W h .r/1,~f?iCountyof.....?-.~.~J?~.L....-:0 •....~~,~~(,--lr., rnr-''I.''-Commonwealth of Pen~ania r--r,~_:t:>-...,,.,., ~:::o -.-, ,!i==z -r--.. REPORT ANr£;'~PRMSAL ~.. f\) o '-< I) ....; ,) ,) Gj RCC-8\(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REV-ENUE' BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT FLORENCE ATKINS (Executor ~~~~ IN YOUR REPLY PLEA8E REFER TO 37-220-4 / In Re:Estate of ---,:..,~D~A=LE.::..i'-=W.:....:........:.A:.:-T~K=I=.:N=_S _ _______W_A_-S_H:..,.IN_G_T:....:O_N County -File No.63-69-581 Dear Mrs.Atkins: You are hereby notified that the original appraisement in the estate of Dale W.Atkins has been filed in the office of the Register of Wills Qf vlashington County on September 17 ,19 69.Said appraisement reflects the following valuations: Real Estate _--'-----,...,......--- Personal Property ~2~J~3~8~8~.~O~O~__ Transfers ...,.......,....".."..-..,...,.-_ Tota1 ---'-----:2~J3::;...:..88,:.;..'0.:,.0.:..-_ 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 (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date S;..e:::.Jp:::..:t::.,:e:=;m:=b;.::;e=-r-:l=.7L.iJr.-.=1:.,!9..:::6.L9__Si~ne~ey-"""'Z'Q~ Title W.R.CHlINEY,cn ~~PRAISER DATE OF DEATH:April 24,1969 ESTATE INSOLVENT Note:This is not a bill. ·..RCC-39 (ll-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of ATKINS, (Last Name) DALE W. (First Name)(Initial) DATE OF DEATH_-.:.4-_24-:....-_6.:....9_FILE NO.63-69-581 REPORT OF·INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have apprai sed the real and personal property as reported in the foregoing return at o the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:__----:-°-'-9--..:..,01,...:.7_-...,...69=----_ 04-24-69 ~~&e.~NHE -ITANCE 1:X A~PRAIS REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills 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:09-17-69 o~,//7ttLvvt1/D REGISTER OF ILLS VALUE AS REAPPRAISED $-------+--2,388 00 2,388 '00 2,620 00 e Insolventat $ ~:,j8B UU ."---- 2,388 00 2.620 00 _.,_. Est--",~..,. VALUE AS REPORTED VALUE AS APPRAISED $ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDUoLE Fl CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $~--2% Tax on $/6%") Tax on $--------~--~ fix 00 $lK Tax on $15% Exemptions * Total Estate --1-__ TOTAL TAX COMPUTATION OF TAX $-------4-- $-------4-- $-------4-- $-------4-- $------~--'-- $--1.__ (*)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 BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from to --=----Ie $---AMOUNT OF ESTATE TAX ASSESSED $. Estate tax paid $I BALANCE DUE $~_...JL- Add interest at rate of 6%from to ~~iDAL TAX BALANCE :~--=~--==_-~=_-~=_-~~...Jt= FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. REPORT AND APPRAISAL MATTER OF THE APPRAISEMENT ? Year . Deceased W~~$I1::rI\fG:',ro.W.. IN THE MONONGAHELA t No . ESTATE OF OF THE DALE W.ATKINS.................................... Will Administration Late of . Commonwealth of Pennsylvania County of COUNTY \~~~9..~?~.?!:1 . FILE NO,~.?::.2.9..:..?.?.~.. Fonn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS.. HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITAN€E TA~ APPRAISEMENT DATE September 17,1969 Whereas,.P.~~~~.~A..~..~P.:~late of J1:9.!].9.PE.~hE:l+..~. in the County of :w!?-.~.t4.gg:t.9.P.:Commonwealth of Pennsylvania,having died on the ?4.:t.h day of Apr.i.l 19.9..9 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Th f I WR Chg,ne d I 't d d't Iereore,,.............................,......~..................y.......................................................................,an appraIser u y appom e accor mg 0 aw, 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 Purpoles $I PERSONALTY:I Cash in Safety deposit box -Mellon National Bank And Trust Comapny,Charleroi,Pennsylvanial 2,388 00 Total 2,388 00 I Estate Insolvent , I , I "II... Having been duly sworn according to law,I do hereby certif~t~o~ppraisement is made in con- fonnity with law on this/1:;t;Z day of ..........................'.J,/iF_":..._.~~~~~;~d~"'~:::,.IPost Office) "L"lASHINGTON County RESIDENT INHERITANCE TAX ~I"PRAISEMENT Estate of DALE W.ATKINS Deceased. Late of MONONGAHELA Date of Death,.APr..i.J ?4"J:.9?.9 . Appraisemel!t Docket Vol.,2.7... Page,?.?.~4 No ??::':.?9.::??.~. Filed in Register's Office,......~.y..~..~.....~7.?..19.?..9... Am.ount of tax due,$. DEPARTMENT OF REVENUE Received,' Examined and Approved,. Wrote abo.ut Appraisement, Appeal /,.om Appraisement,.. Entered and charged,. , p