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HomeMy WebLinkAboutOC1969-0983 - ESTATE OF ZOLLARS--.".... I,WILLIAM R.ZOLLARS,of the Borough of North Charleroi Washington County,Pennsylvania,do hereby make my Last Will and Testament,and revoke all Wills by me at any time heretofore made. 1.I direct the payment out of my estate of the expenses of my illness and funeral. 2.I give,devise and bequeath all of my estate,real or personal and wherever situate to my wife,Frances Mae'Zollars: her heirs and assigns forever. which she may act. Christine P.Zollars,Claudine A.Zollars,Larry D.Whaley and Mae Zollars,to be Executrix of this my Will,and I direct that or personal to my children,and the children.of my wife,namely, In event I should have other children,said otherforever. Dawn E.·Whaley,share and share·alike,their heirs and assigns 3.In event my wife should die befQre me or within I:sixty (60)days from the date of-my deatilas a result of a common i disaster,then I give,devise and bequeath all of my estate,real I II~ I children a:~t::::::a::~a:::s::::t:h::::::::::::m:::e,Frances I Iisheshallnotberequiredtoentersecurityinanyjurisdictionin: Ii5.In event my wife should die before me and any of thei!children named in my Will should not be twenty-one (21)years of./ age,then I appoint John E.Costello,Esq.,to be Executor of this my Will and to be Guardian of the estates of the aforemention~d children.I· I , IN WITNESS WHEREOF,I have s.~t my hand and seal to this .'l't~I.:my Last·Will and Testament,this U.~.day of March,one thousand nine hundred and sixty-three (1963)• ..,William RtlZollars i Signed,sealed,published and ceclared by William R. Zollars,the above named Testator,as·and for his Last Will and Testament,in the presence of us,who at his request,in his presence,and in the presence of each other,all being present I at the same time,have hereunto subscribed our names as witnesses.I II . J1-j 1~ t I!., j !Iij fj I1 j ! .j I; ~, . .:.;r.-;':~!'-",·_:~d~l'~~~~"-~~',_c:;~:j~".::~~-- Affibauit (@f fxrrutnr (@r Abmiuistratnr j;tatr af 'rnnaylnania,t ss: <!tannty af Baa~ingtan ~._...__ Personally before me,the undersigned authority,a.N.9.:t.e!.y..e~1?.1;h.9 in and for said County and.State;.appeared.-...-;.Ef.~E:g.:?:?~~.:?.•..?..<?..~.!.~E.:?~.~.~.~~.:.~.::..~~.:.~.~:..~.~.~:~ho,being duly sworn according to law,'deposes and says that she is the executor ~adID400.~t\ID{Of the estate of William R.Zollars 'd d h h -f"'-:'h'd 1'--'-..'-~'..........................................................................................................................~....ecease ,t at t e oregolng sc e u es constItute a ~~complete inventory and appraisement of the real and personal estate of..W..;hIJJ.g.m R..~Z.Ql1~!.?, ~8 ::deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item ~i3 &: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 ~i;;=:;item made by the above named Executor Administrliltor.I '-~~~)}. .....:r;'~Sworn and subscribed before me this.......................l ~'::2..':!i day~.·~·~·~§·~V~?.?.....\·····7,?~E~t~~~-·..·- g =~~.."t,~·~-J ..........·..~~~~~~·~~~~·..INSTRUCTIONS fi U An i?V;liiH!ory m~st be filed within t?ree ~or:ths ~fter appoint~ent of person~l.representative. 2.A supplemental mventory must be fIled wIthm thirty days of dIscovery of addItIOnal assets. 3.1 Original and 2 Copies and 2 RCRI·34,Under $10,000;1 Original 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 / lIuututnrg Ul1~!\ppruintmtl1t of the goods and chattels~rights and credits whiCh were of W.;i,.l.l.;i,am R.,Z.Q.1J..C?-.;J;;.§Jate of N9..fJ.h ~h.~fJ..~.f.gJ:...J?9..f..<?..~.9.h .. Washington County,Fa.,taken and made in conformity with the above affidavit. DOLLARS CENTS I I : 1967 Dodge cornet 440, 80 Shares of Dravo corporation,Stock at $36 7/8 each TOTAL 1300 00 3030 00 4330 00 \\, ~:::.:~~ ......;:l :\ ......~<:~;:l DC) Slllll\AO ::iJ1SI8:iH .....~C"'t 0 ONICJV~~TI3SSnCl <.s::.l\' I t't'::l:l l>j;:ld3S696! I tt:l I:l... ~. BE:•1 Wd SI Col) ~\ . ~"l:l-(]'. "l:l-C)~~-ro1;;'~03l I ~" a ~~~,.... '1j ~~ ;:l....0J~ 10 ~~.... "' Fonll Xo,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.J EFFECTIVE JANUARY 1.1962.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)....,~.'. OFFICE OF THE REGISTER OF WILLS l WASHINGTONCountyof . Frances Mae Zollars.415 Highland Avenue,N.Charlero1 .................,111"'of .. (Name)(Address) .SWorn..ExecutrixbelOgduly.accordlOg to law,deposes and says that he 1S the _ (Exec"Adm"Legatee,Etc,) William R.Zollars .415 Highland Avenue,of the estate of •.whose last residence was ·---{N;;T------------------------(S-t~~~t)---------------------- ____~~.:~_~~:_~:~.?_~,deceased,and that the whole of the estate of said decedent,who died A~g~_?-!:?__?_J}_?_~9 (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. Real Estate Estimated Value NONE Personal Property 1967 Dodqe Cornet 440,1300.00 80 Shares of Dravo"corporation,Stock at $36 7/8 each 3030.00 TOTAL ';4330.00 /'- ;. 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.'-'.J Jointly Held Property Estimated Value •.:._,- j-,"., - NONE Transfers within TWO YEARS Prior to Death That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly wit~,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 BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their aqdresses 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 Frances Mae Zollars wife yes '3ui Juris 100% - - ~DECEDENT DEBTS AND DEDUCTIONS CLAIMED--..... NOTE'List first five items in the spaces so'provided,observe notations thereon,and in~tructions. Funeral expenses paidMichaelMelinchak ·DEBTOR,CLAIM NATURE OF SAME AMOUNT,THIS COLUMN~----=-=-=---'::"=-:-=-===-=---'----.---'------=..:.::.::.=--=-=--=-"--=-:""-"'---------.-----==...::c...::-=---:,.-:--tni-KEGISTER 0 NLY $1.639.00 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) John .E.~Costello- Administration Expenses * Counsel fees *215.00 Frances Ivlae Zollars Fiduciary commission *waived OTHER DEBTS AND CLAIMS (*)See Note below R?gister of Wills Probate Mr •.G~y Rodgers,Services and ~robate washiqgton .CoLlfl:ty Repori s,...,,'.Adv~rti§~F..lg Vc?-l,ley Inq~pendant _,..Advertising R~g:i:ster 0.:(.W:i:l1s Fil,i:n9 .~nven·tory JOSepl1.Sit~e ._,NQta,ry Fee., Quiqet Jl1o:qument Co.Gra,ve marker, Fro,nk ~s 1\1en SJore BoOk Account Montgomery.Ward Book Account Davies &Tregemoo Book Account Guttnlan'-Oi~Co._.-B"ook Account"_ Maple Creek Cemetery Grave Opening Charleroi Monessen Hospital,Hospital Care,last illne~s . ?3 59 ~;i 00 141 50 19 75 3 00 3 00 2?.?.00 38.00 77.17 51.57 7 81 65.00 5,229 40 Total A.61'------'~L..7"-~.-=...:...7....:1•...:..7--"O--'----'--_ N.Charleroi,Pennsylvania 0 ••00 •••000000 ••0000.0.0 •••0 ••••0 0 0 00.0 0 0 0 0 0000000 (City or Town and State) LLth~WZcu ~~/.~~....(E·x·e·c'u·t~~~Ad~i~t~;t·;-;-:-:-;······ 415 Highland Avenue •••••••••••0 ••••••••••••••••0000000.0000.0.0.0000. (Street Number) 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. Subscribed and sworn to before me this ).!'1!.. :-...Note:>-~=0-:::>~<::>~~r-'" ~6~iC :;=;_ >-=2:g~~August 69""~.-?~.~d:Yof ,19 .;i~4····················· E~ Having been duly sworn according to law,I do hereb a.t..t.h.e..a.b.o.v.e..a.p.p.I.'a.i.s.e.m.e.n,t 19 i.SJ:.~a.de in conformity with law on this ................~~day of /.'.~~...-:?-:~~~~y/.'.~L........~..a 9::/C .~~i~er In the event that any future interest in this estate is transferred in possession or enjoyment to colla al 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.»9ISTER I,the undersigned duly elected Register of Wills in and for/~e::t.:...t:..#(.~~~'/,',~.~."';\... ..County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depone xcept as to those items where a greater or lesser;amount is set forth in the ast column to the right in said schedule above,which greater 0 sser amo t epresents the sum a~ed as a deduction. Dated:..~~~~~-<.:?~.~/,~~~ Register of Wills .. Fonn No.ReC-62 (12-66) WillAdministration }No Year ..' . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF •••0 .W~q:~I;-U-\).'1.R·o .?:~I:-~AI?$o .:.0 •••••• Deceased , Late of N.Charleroi Borough................................ • -.........¥._.-~~............. I County of oWa.slli.ng'ton..00 ••0.0 •••0 ••• ~ Commonwealth of Penn~ylvania' •J ,...........' ~ j:::'I"'~'S ~:'1 REPORT}AND,.,:APPRAISAL .... .~_.-:-:-. --..: ~' i :~-:r-;'" -"",::;..;: ..t-r .'-+' y&-::,-. "'-H'....._ t.';' ..r+i:;;~c..' .<.:~- Rcc-al (2-64) COMMONWEALTH OF PENNSYLVANIA~DEPARTMENT OF REVENUE . BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT FRANCES l'IAE ZOLLARS (Executor ~V~· IN YOUR REPLY PLEA8E REP'KR TO 38-1-4 J In Re:Estate of ~'i_I.,;..L_L_IA_M_R_"_._Z_O_L_LA_R_S _ ____..:.:W;;::;gs;;.:;HI=N~G_=_TO~N.:__County -File No.63-69-983 Dear Mrs.Zollars: You are hereby notified that the original appraisement in the estate of William R.Zollars has been filed in the office of the Register of Wills qf Washington County on September 22 ,19-22.Said appraisement reflects the following valuations: Re alEstate _--'----:,...-":-=-:,........,,,..,,-__ Personal property ~4~,3~3~O~.O_O _ Transfers --'-__---,,....,.....,,,.......,,....,,..._ Total ..o....-~---=t4;.z..3..:..3:::.;O~.~O:..:::O:...-_ 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.....p:..:t_e~m:..:b_er::...-2_2-',!......,;1:..;9P~9-__ DATE OF DEATH:August 22,1969 Note:This is not a bill. Signe~A...;£~£.L.yK Title WRi.R.CHANEY,CHI .,APPRAiSER ESTATE INSOLVENT •RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of ZOLLARS, (Last Name) vHLLIAM (First Name) R. (Initial) DATE OF DEATH 8-22-69 FILE NO.63-69-983 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". 09-~2-69 08-22-69 Dated:----:::-':--==-=:...-:;~----- 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.~-LL ~~ Dated:09-22-69 ~//1-, REGISTER OF WILLS VALUE AS REAPPRAISED $-------+--4,330 00- 4,330 po 7,617 70 Insolventte $ 4.330 00 k.330 00 7.617 70 Esta 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 (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities 0 .. ESTATE TAX ASSESSMENTS -.t= FOR USE OF REGISTER ONLY Tax on $----+__~ Tax on $~ Tax on $5% Tax on $10% Tax on $15% fu~pti~s * Total Estate----4-__ TOTAL TAX COMPUTATION OF TAX $-------4-- $--------1-- $-------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 ::::::::::::!:t==== BALANCE OF INHERITANCE TAX DUE $$---..JC-_-Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $L- Estate tax paid $--Il- BALANCE DUE $~_...JL Add interest at rate of 6%from -------1to-----~~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. Will Administration !No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF WILLIAM R.ZOLLARS Deceased Late of .. County of N.CHARLEROI WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL I i' " I Form RCC-2 I COMMONWEALTH OF PENNSYLVANIA DATE ..........§.~Pt...~~:9.~:r::.....??.1.......~.9..§..9.................. DEP,AB.TMENT OF REVENUE -...RESIDENT INHERITANCE TAX Washington BUItEAU OF COUNTY COLLECTIONS COUNTY .................................................................................................... HARRISBURG,PENNA.171 27 APPRAISEMENT FILE NO.....................§.?::.??:.??.?........................................ Whereas,......................~~~~.~~~...~.~.....~~.g.~~~................................................................late of ...........................~..~.....?~~~.~.~.~.?~.......................................... in the County of .........................Y!~?h.~ngt.9.n ...........................................................................Commonwealth of Pennsylvania,having died on the ........................?.?.~.~..........................................................day of .....................~~~.~.~.....................................69 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...............................W.~.~..~.....G.h.§P...~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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ PERSONALTY: 1967 Dodge Cornet 440.1,300.00 ,80 hhares of Dravo Corporation,Stock @ $36 3,030.00 4,330.00 4,330 00 Total 4,330 00 Estate Insolvent Having been duly sworn according to law,I do hereby certif3J!:at the abo e appraisement is made in con- formity with law on thla ...........""~.....day of ............._."';-'/,.;.......~.....~19~Z~.t:.._-Z·········.....~..................................;dJ~~~~~.)............................~::::: WA$I:P:.NG':J.'9N .H.H.........County :'~ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ......WILLIMi..R•....ZQL.LA©. Deceased. Late of N.CHARLEROI Date of Death,HA'.l.@l.13.~??~J.:.9..?9.. Appraisement Docket Vol.'2$,.,,!.............•..................• Page,~:::4.No (,.?-:-:§9.~.9.??. Filed in Register's Office,$~.Pt...L~.-'19..9..9 . Anwunt of tax due,$. DEPARTMENT OF REVENUE Received, .Exa.mined and Approved,.H HHHHH..H H H .. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,H H..H.H H H .. Entered and chayged,..H •••HH H .. ; ",