HomeMy WebLinkAboutOC1969-0964 - ESTATE OF FENTON•
IN THE COURT OF COMlv[)N PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
I
IN RE:
ESTATE OF
GEORGE B.FENTON,
DECEASED.
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)
)
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SMALL ESTATES PETITION
TO THE HONORABLE,THE JUDGES OF SAID COURT:
The Petition of Beatrice Fenton Illig and Sadie Fenton
Kirby respectfully represents:
1.That George B.Fenton,a resident of 7 First
Street,R.D.3,McDonald,Washington County,Pennsylvania,died
February 4,1969,domiciled in said McDonald,Washington County,
Pennsylvania,unmarried,intestate,and that no Letters have been
granted on his estate.
2.That the decedent owned no real estate and that
his personal estate at the time of his death consisted of a
savings account in his name,No.2209,in the Lincoln S~ving'S',
and Loan Association,Collier Office,Allegheny County"
vania,in the amount of $1,623.85 (plus June,1969 int~
the amount of $38.56 or a present balance of $1,662.4
nsy1-
Common-
wealth of Pennsylvania Treasury check dated January 14,;1969 in
the amount of $15.22;and a Social Security check to his order
dated February 3,1969 in the amount of $113.30,the total of
said items at the time of his death being $1,752.37 and the
present total (including the aforesaid interest on savings acco t)
being $1,790.93.
3.That the decedent was survived as his only heirs
at law by his sisters,Beatrice Fenton Illig and Sadie Fenton
Kirby,your Petitioners,who are sui juris.
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4.That the decedent's estate's only indebtedness is
to Beatrice Fenton Illig,one of your Petitioners,for reimburse-
ment for payments made by her in the estate's behalf as follows:
L.Beinhauer &Sons,Inc.
Frank Conci1us,M.D.
Joseph Brake
Eugene Coleman
St.Clair Memorial Hospital
Anton &0'Brien
Funeral bill
Physician
Room and nursing care
Ambulance service
Attorney Fee
$1,042.25
45.00
240.00
20.00
94.00
75.00
Court costs of filing this
Petition and certified copies
of Order of Court
Commonwealth of Pennsylvania Inheritance Tax
25.00
35.42
$1,576.67
5.That attached hereto is the Consent of the Agent
of the Commonwealth of Pennsylvania for the collection of
Transfer Inheritance Taxes,showing that the tax on the net
estate in the amount of $35.42 has been paid.
WHEREFORE,your Petitioners pray your Honorable Court
to make an Order directing that payment of the above items of
the decedent's personal estate be made to Beatrice Fenton Illig
as disbursing agent for payment by her to herself in the amount
of $1,576.67 as reimbursement for the aforesaid advances made by
her and payment of the $214.26 balance to the Petitioners as the
decedent's heirs and next of kin,in accordance with Section 202
of the Fiduciaries Act of 1949 (as amended).
And they will ever pray.
Page 2
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ALLEGHENY ~)
SS:
,.....
'-
Before me,the undersi~ned authority,a Notary Public
in and for said,County and State,personally appeared BEATRICE
FENTON ILLIG and 8zlBI8 PBU'f@U IHMfl,rfh1 aforesaid Petitioners,
who being duly sworn according to law,deposeS and sayS that the
averments contained in the foregoing Petition are true and correct
+rvttothebestoftfieir knowledge,information and belief.
Saar.'wZitbit Ki*~5
Sworn to and subscribed
before me this ~3 day
of ~,1969.
/~~~~
..MAHY ANN MOORES,Notary Pubflc
Pittsbui'gll,Atlegheny Co.,Pa.
My Commission Expires
January 29,~/f)I
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:)
)
ESTATE OF )
No.r;'tf)of 1969
GEORGE B.FENTON,)
)
DECEASED.)
CON SEN T
The undersigned,Agent for the Commonwealth of
Pennsylvania for the collection of Transfer Inheritance Tax,does
hereby consent to the prayer of the within Petition,and further,
does hereby statethat the Transfer Inheritance Tax due the
Commonwealth of Pennsylvania on the net estate,in the amount of
$35.42,has been paid.
J//----:J 7~
J rf U{/~U"'....
.-----r=~4I-II~:::--:;~~~=_::=~'""I"T_r::__=~~--Agent 'for the CommonweatO
Pennsylvania for the collection
of Transfer Inheritance Tax
..,_.-,-
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION .
IN RE:
ESTATE OF
GEORGE B.FENTON,
DECEASED.
)
)
)
)
)
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No.964 -of 1969
Savings Account No.2209 in the Lincoln Savings
and Loan Association,Collier Office
Present balance (including June,1969 interest)
Commonwealth of Pennsylvania Treasury check
dated January 14,1969
Social Security check dated February 3,1969
$1,662.41
15.22
113.30
$1,790.93
is hereby distributed to Beatrice Fenton Illig,disbursing agent,
who is to distribute said amount in payment of the following:
Beatrice Fenton Illig -Reimbursement of payments
made by her in behalf of decedent's estate as
set forth in the foregoing Petition
Beatrice Fenton Illig -Sister and heir at law of
decedent -1/2 net balance
Sadie Fenton Kirby -Sister and heir at law of
decedent -1/2 net balance
$1,576.67
107.13
107.13
Fonn No.RCC-62 (12-66)'!'HI8 FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER '10,000.UNDER SECTION '701 OF ACT OF JUNE 16,~/.j
EF,FECTIVE JANUARY 1.1962.(FILE IN DU~~C~TE WITH COPY OF WILL ATTACHED)~';3,-C,9"f (;y
...~ck.OF THE REGISTER OF _WIl!:~'
County of ,..Washington .~, ,,. ,. ,..
~~,q.t;:1=.:i.9~,.J:'~At9P,,Il.lig,.',.;....",..".".~of ..Ap.t •..8..,B.,..Gateway.:rowers.,..Pgh•.P.~.,15222
(Name)...(Addi'eu)
Being duly SW..orn .according to la.",deposes and !jays thatSte is the ,.3is_te.r _
.,.,(Exec.,Adm.,Lep1lee.Etc.)
of t1flK~-----GEQRGE--.B...--..FENTON----------------whose last residence was R..__.DJl_,_3__McDQna1d.~------------------..(No.)'(SUftt)
l~ship.gt.on---COunt,l'-.,.P.a..-.deceased,and that the whole of the estate of said decedent,who died _F.eb.r.uar-sl---4,,---196 9(CitY,Borough or Township)(Date)"
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 AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
"';v::.;,-'
NONE
Personal Property
Savings Account NOA 2209 in the T.inf'I"'\ln ~;:nrinO'~:Inti
J ',-
LOan As • •(!n11io.,..O-F-FiC"p All .1-....p~sJ ~i~~dl)·;soc~at10n,-w
Social Securitv f'MPf'k for ...lqnq 113 30
~#
-1 rh of .....~.~'l're~C!'l1rv .....I
Rp-f-;f'nol"lt-n~f-on -1La.1 qf\Q (-1 ~??..~i'J4~~,-E:
_..L ..'!_,~J~~.__
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
which the account is registered.
---
Jointly Held Property Estimated
Value .
,-r."',,~,
>.~
4 S100 00 TT ~~::auinO'Q ,....S~ri~Q F.n::a"l.7.!:l1h1p on rlo.!:llt-h ""0-,."
-Mrs.Beatrice E.OIllig -(Si star)"Apt.8_B,Gateway_-,
Pittsburszh.Pa.:15222.da tedAori1.1958.November 1958
.Tnnp 1qr.:;g ::ann T.:Jqf\O ,~It.lt.O It.p.",
0
-
.1-
Transfers within TWO YEARS Prior to Death
4"I ;~
-.'
...!.~~
NONF.
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
NONE
-
BENEFICIARIES
BENE,FICIARIES AND ADDRESSES
(State full names of all and their addresses who have
an interest,vested,contingent or otherwise,in estate.)
RELATIONSHIP
(If step-children or
illegitimate children
are involved,set
forth this fact.)
SURVIVED
DECEDENT
STATE YES
OR_NO
AGE OF LIFE
TENANTS OR-ANNUITANTS C
AT DEATH OF
DECEDENT
INTEREST OF
BENEFICIARY
IN ESTATE
\
Baptist 0
Castle Shannon Road 2
R£SIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
NOTE'List first five items in the Spll.CDS so p,rovided,observe notations thereon,and instructions
r==-.-=:"'==-==D;"E::..:;:B::;T=O:=R=C::;-L_A=I-=M--=-:;·;;-=:'-_._'.-;:'=';;;r~:;-;;::==-..:==-==N_A=T;::U:::R=-E--=O--;F-:::=S--=A=M=E~~c;-_,,-=--=c:;oo_...:.A.::..:M...:....:.O...:.U_N_T-.-----IoTHISCOLUMNi'EATRICE FENTON ILLIG-REIMBURSEMENT FOR PAYMENTS MAl.)E TO ...iKEGISTERONLY
L.Be inhauer &Sons,Inc.Funeral expenses paid 2/12/69 $1,042•.25 $
Family exemption (will not be allowed unless
decedent died residingwith a spouse or children.)
1\.()'Rri ~n A
Administration Expenses *
Counsel fees *7fl 00
OTHER DEBTS AND CLAIMS
Fiduciary commission *
Joseph Brake
Eugene Coleman
St.Clair Memorial Hospital
Frank Conci1us,M.D.
(*)See Note below
Physician
Room and Nursing Care
Ambulance Service
Total
45.00
240.00
20.00
94 00
1,516.25
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
or less than the estimated amount claimed and allowed.
. I
Subscribed and sworn to before me this,.....,....., , . , , . ,...
,..,...27th........"day of .......August ....."19..6.9
~.a.~~~.4/~MARY Arm MOORES,Natary Public..',....if6~P'Gbfu R:~....P.it~~';~J;;~·r]~·;~~i~:~e7.xp~~~sPa.
.January 29,~/?/I
j/~?.(}//~
.~~~
.Ap1=.'1 .,e~:a.,..G~1=.~W~Y ..TqW~+.~,.
(Street Number)
.Pitts.burgh".P.a•..15222 ,..
(City or Town and State)
in conformity with law on this
~~.....~..~~.....~pf~~er
In the event that any futul'e intel'est in this estate is transfelTed in possession or enjoyment to col eral 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 'inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Washington,,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 forth in the last column to the right in said schedule above,which greater or lesser amount represents the sum allowed as a deduction.
n,"'d,..~<?-t.../?C;..?...R;,g;;;.;;.;",iii;·.
1>1
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Fonn No.Ree-62 (12-66)
XWitk .xAdmi:KiUDamJDK INo Year .196.9
Intestate -
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""I
....
\
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.......G.r;QRG.~.;a,.ff;~:I:Q~~.
Deceased .
Late of McDonald,.
County of'..Wa~hi,I).g..t;Q~.,,.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
JOSEPH L.HOFFMANN
Attorney at Law
242 West Main Street
Monongahela,Pa.15063
FRANCIS P.ANTON
.At1;orney at Law
712 Grant Building
Pittsburgh,Pa.15219
t5"~j'-;!$-9.
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./
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R C C-Bl (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
IN YOUR REPLY PLEA••
REFER TO
/
BEATRICE F.ILLIG
y'
Informant
Dear
In Re:Estate of -,;_GElo.I.I:IQ~ijwGI.l.EI:I...JB~eo.......lF:...IEN~Tl..\,Qu;.NL__
______---II:WLtAl.l.S.u:Hu.T~Nllo.lGu.'T'..IJOilllN----County -File No.
Mrs.Illig:
63-69-964
You are hereby notified that the original
appraisement in the estate of George B.Fenton
has been filed in the office of the Register of Wills qf Washington
County on August 29 ,19~.Said appraisement reflects the
following valuations:
Re alEstate _--'----:::---:::=-=-=,......,,=--_
Personal property ~1~,~7~5~2~.3~7~---
Jt.He1~..."........:44~O:..:.;.4~8~_
Tota1 ----.-_:......:2~.=1,L;92=-.:..: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 (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date .....AE1:u~gu~sutI......£.2o...l9~1_1.9.L6w.9z-_Signe~£LU-::;<,Q ~
Title .WeR.CH~~APPRAISER
DATE OF DEATH:February 4,1969
Note:This is not a bill.
/~CC-39 (5-66)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of FEN'IDN,
(Last Name)
GEORGE
(First Name)
B.
(Initial)
DATE 0 F DEATH_--,25L:-~4~-~6!.Z9__FILE NO.63-69-964
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 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:.=.08:=:::..-~2"_'9:..:..-~69.L___
02-04-69
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 thoseitems 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.
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$-------+--
Dated:__-,0:.::8,--=2.L.9--,6::.../9~_
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
Valuation of life estates or
676 60 676
REGISTER OF WILLS
FOR USE OF REGISTER ONLY
Tax on $---------4--
Tax on $---------4--
Tax on $---------4--
Tax on $""""'"""~~-
Tax on $-------~'_Wi~"__'<,
Exemptions========I==Total Estate --1-__
TOTAL TAX
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death~,
COMPUTATION OF TAX
$------~-
$--------+---
$------~--
$---------+--$......l.,.,0'*--l'lb......·L·q'--
$--------'----
:::::::::::::t===
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
to -----.:C $----AMOUNT OF ESTATE TAX ASSESSED $.
Estate tax paid $I
BALANCE DUE $------L--
Add interest at rate of 6%from
to $--t=...TOTAL TAX BALANCE $--__-_.
PAID $_
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
Administration !No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
....GEORGE B ..FENTON.
Deceased
Late of .
County of
Me.DONAlD .
. .WASHINGTON .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
J
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Fonn RCC-2.COMMONWEALTH OF PENNSYLVANIA DATE ..............~~€P...~.~.....?9..1.......~.9..~.9.....................,......
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ..................w.~.;?,~.Y,!g.~..n...................~OUNTY,,*UREAU OF COUNTY COLLECTldNS ...................
HARRISBURG,PENNA.171 Z7 APPRAISEMENT FILE NO................9.3...'::.Q9~9.Q.4 .............................................
Whereas,...............................9:~.~g~....~.!.....f..~.~~?~.............................................................late of McDonald...............................................................................................................
in the County of ...................................~~~~.~~~?~..................................................................Commonwealth of Pennsylvania,having died on
the .....................................4...~.h.............................................day of .......................F.e.:b.r.u.ary...........................19...69.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,..............................w..~:R.~....Q.h9.:n.~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
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 Asset Values Made for Inheritance
Tax Purpo.es
$
PERSONALTY :
Savings account in the Lincoln Savings and
1,923.85 ..
Loan Assn••Collier Office.JlJl.
Socila Security check for Jan••1969 113.30
Commonwealth of Pennsvlvania.Treasuro Deoart-
ment,Retirement Check dated Jan.14,1969 15.22
1.752.37 1.752 37
JT.HELD:
4 $100.00 U.S.Savings Bonds.Series E
payable on death to ~irs.Beatrice L.Illig.440 48
I,
,.
.Total ?.1Q?~"
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this ...............................................................day of ................................................................................................................................................19................
......................................................,..........,...........................,............................",.......................................
Appraiser
..................................................................................................................................................................
(J!lumber and Street)
....................................................................................................,..".,.............................,Penna.
(Peat OfBce)
WASHINGTON COUtlty...............,.
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
..................GEORGE..B.•..FEN.TON....
Deceased.
Late of
..Me.DONALD .
Date of Death,Fe.b.r.ua;ry.4,..1999 .
Appraisemel!t Docket Vol.,'::!'...Z .
Page,:i.7!:z..~/.No 9J.::~:.~9~9.~4 .
Filed in Register's Ofjice,..Augus.t 29.,..J9..69 .
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,,.
Wrote abo.ut Appra.isement,
Appeal t"om Appraisement,.
Entered and charged,.
"
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