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HomeMy WebLinkAboutOC1969-1058 - ESTATE OF BAILEYl,C.J 0 BAILEY,of Centerville,Pennsylvania,being of full age, and of sound mind and memory do make,publish,and declare this to be My Last Will and Testament in manner following~that is to say: FIRS'f:I direct that all my just debts and funeral expenses be Paid out of my estate as soon as practicable after the time of my decease. SECOND:I hereby give,devise,and bequeath to FRANCES SANTO, all of my property,of whatsoever kind,and wh.eresoever situated, whether real,personal or mixed,to be hers absolutely and in fee simple. THIRD:I hereby make,nominate and appoint,Frances Santo, to be the Executrix of this,My Last Will and Testament,hereby authorizing and empowering my said Executrix to compound,com- promise,settle,and 3.djust all claims and demands in favor of or against my estate;and to sell,at private or public sale,at such prices and upon such terms of credit or otherwise as my Executrix may deem best,the whole or any part of my real or personal property and to execute,acknowledge and deliver deeds and other proper instruments of conveyance to the purchaser or purchasers.No purchaser from my Executrix need see to the application of the pur- chase money to or for the purposes of the Trust,but the receipt of my said Executrix shall be a complete discharge and acquittance therefor.I request that no Bond Be required of my said Executrix. IN WITNE~WHEREOF,I have on this ~day of September,1969, at ~~\..Y'0A..A.~fl~~.J~..,signed,sealed,published,?-nd declared the foregoing instrl)ment,as and for My ;Last Will and Testament,in the presence of each and al.l of the subscribing witnesses,each of whom I have requested in the presence of the other to subscribe his name,with his address,as an attesting witness,in my presence an~in the presence of the other. We,whose names are hereto subscribed,do eertify that on the ~day of September,1969,the testator above named,subscriped his name to this instrument, in our presence and in the presence of the other,and at the same time,in our presence and hearing,declared the same to be his Last Will and Testament,and req!-lested us, and--each of us,to sign our names thereto as witnesses to the execution t,hereof,which we hereby do in the presence of the testator and of each other.,on the day and the date II of the said Will and write opposite our names our respective places of residence." !•I~~JtU reSidingatjiJJJ.'J~~?/Va.-I: f~'e .cRf£fal "reSidingat/{£)#/~~r"" .,; I -.k 7,...._..,.........,-.-.---"'~~-""---'-->'-"'~-~""":""'; RCC-I03J2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS WashingtonCOUNTYOF _ This return must be completed in detail and filed in duplicate,with the Register of wills in the County where the decedent resided within one year.after date of death,unless an extension is granted by the Secretary of Revenue. Will BDkNo.108 ~I,__-=F...=:.R=.=A..:;.::N:-:-C=-ES~.=-...:.::.S-=-A=.=N..:-:TO=-.=-..·of R.D.'2,Brownsville,Pa. (Name)(Address) Misc.Exeeutl'ix being duly sworn according to law,deposes and says that he is the =-_-,--:-_ C1 U l'S·""1·Ikl C l'S ....:'e·,v C._.'.J.~..it/ill."Legatee,.etc.)of the estate of·eu.....ey a a ••Vi •..QU "late of \alln:I"Vl ;1..-------;-:;;::---=---;--~:----;-:--;--------- deceased,and that the whole of the estafe of SQid decedent,who died on Selj\\dt1)e;~Tfil) (Date)p.,q I I 'Ii?9 consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma'rket value of the assets and no Pennsylvania Transfer Inheritance Tax is due. Department Valuation CAUTION (Do not writ.e in this space) Estimated Market Value ASSETS (Attach additional sheets if necessary) Description of Asset efore me fJ ~'~~_19~DITH V.FLANAGAN,NOTARY'!::{k~c:i.;.~. OMMISSION EXP~RES M l~12ature).(Title)ssanto Executrix T e of Asset: Real Estate,Pers. Property,Jointly Held Prop.or Transfers Personal Property Proceeds from health insvanee po1ides with Constitution Life lDs\U"aace Company Real Estate a.452 acres of land in the VUlage of Centerville. .Washillgton County,pennsylVania,conveyed to Clell J•.Batley a/k/a C.I.Bailey,by the follOWing deeds·and wills. Deed BOQk 695,Page 111,and Deed Book 613. Page 186.8.tad WUl B~k 62,Page 415.2,000,,00 TOTALS 2,181.12 REPORT OF INH.E.RITANCE TAX A~PRAISER I,the undersigned duly appointetl Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the values set forth opposite each+.ite'n the last column to the right......~~• Dated:b -d.d -7 I Inheritance Tax AP~, Nome of Payee DEBTS AND DEDUCTIONS N·litui'e of Claim Amount Claime~ Amount Approved by Register Mellon National Bank Brownsville Hospita.l Washington Co.Rpts. Observer Pub.Co. Register of Wills John Greenlee Satiefy JUdgment filed at No.·SS';July Term.1966,D.S.B.,in the court ot Common Pleas of Washington Co.,P Hospital Services· Adver1ising itstat·e Advertising Estate Probate Will,administration ap. Notary :fees' Funeral Expense 1,488.26 466.85 14.00 14.00 14.60 3.00 1,558.90 I/!yt .:2f. If't.s';- Ief.;00 I C/.0 () /f,0-0 3.00 I .sS"t:C/(J" TOTALS $3,558.01 -3;~7()/ REPORT OF THE REGISTER OF WILLS fi'S'.01 I,the undersigned duly elected Register of Wills in and for the above c~u,yc,do~respectfullyreport that I have allowed deductions in the amounts set forth in the above schedule as claimed,cept where I h ve set forth a greater or lesser amount in the last column to the right,.which greater or lesser amount represe,ts thr sum allo ed as a deduction. Date of Approval:<6 -:23-7/AA.A~ Register af Wills Will }Administration No.Year __ IN THE OF THE ~,,, I ".,.-MATTER OF THE APPRAISEMENT .,1",•':',,,",'toJ."/1'/.,-,.....,.•'/. ,'7,,'..').' Deceased '.......) ~ Late of Centervin~~--;::;;:]"",'"-':J:e;:rn :::u (f)G)c:c-",,_._ County of =!;:::,W~shiDglonl ~;~~~f»t :;;;:-1_.--t..O l~=--t Commonwe~hc/)f_F,'.ennsylvania~-' -Ii..,r-, \~..~~~.:................o -.~:::;tJ REPat#!NO APPRAISALl>(n '--" '. RCC-81 (2-64) COMMONWEALTH OF PENNSYL VAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REFER TO j NOTICE OF FILING OF APPRAISEMENT FRANCES Si\IIJTO(Executorm~ In Re:Estate of ~C!..!.~J:...!.;....!:!;BA~·I:=:;I~,EY::!';:.-~a,/-!lu;d~ai:.-_ ____---.Jlw,Jf,1.>.IS.LL'Hl.I.I.J,:lNGuT..L.OuT'iLll-J County - F He No.63-69-1058 Dear HI's.Santo, You are hereby notified that the ~o~r~jg~i.n~a~l~------------- appraisement in the estate of ~C~.~J~.~B~A=TI~:~~Y&------------------------- has been filed in the office of the Register of Wills qf WASHINGTON County on June 23 ,19~.Said appraisement reflects the following valuations: Real Es tate --=2::..2,;O:::.:OO=.L.:OO~_ Personal Property ~1~a~1£._12~-------Transfers _ Tota1 -J:.2~,,...&1.ca:u.J....-l.J,&;.2------- 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 __...:;J..::un~e-,2;:.,3l<..l'L.-::l:..;:<[{~1 _Signed Title MADEI.TNF:FTNNT<Y,APFiEA ISFU I ESTATE INSOLVENT DATE OF DEATH:September 24,1969 Note:This is not a bill. RCC,39 (5-68) COMMONWEAL.TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of BAILEY (Last Name) c. (First Name) J. (Initial) a/k/a DATE OF DEATH_-+9-=-,2o.t.<L,,:=!-:u.69:;,-_FILE NO.63-69-1058 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of v-1ASHINGTON 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:__-'!!.J-""un""e~2,-,3.1-'-"l~CJl~l _ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for \'JASHINGTON 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 le"er amount is set forth in the last column to the right in Schedule .y,.wJi;great-'2esser amount represents the sum allowed as a deduction.,(\~~. Dated:June 23,1971 ~~L.l AJ--<..~~EGISTEROF W1LLS VALUE AS REAPPRAISED $-------+--2.000 00 181 12 2.181 12 3.557 01 TE INSOLVENTTA $2.000 00 181 12 2.181 12 1.'5'57 01 ES 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 FOR USE OF REGISTER ONLY Tax on·$-+-__2% Tax on $--_--'---+__6% Tax on $----------4--.5% Tax on $10% Tax on $5% Exemptions=======~F==Total Estate --+.__ TOTAL TAX COMPUTATION OF TAX $-------+-- $-------+-- $-------4-- $-------4-- $-------+-- $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 $~ Add interest a\~ate of 6%from $---.JU AMOUNT OF ESTATE TAX ASSESSED $------IL-\ Estate tax paid $L-I ~ BALANCE DUE $-lL- Add interest at::te of 6%from $---------It= TOTAL TAX BALANCE $-----~.PAID $-l 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 t No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF C!tcJ~~AJ:l:,E;X Deceased Late of ...CENTE.l\TJ:I.J.E... County of JiASHINGTON . Commonwealth of Pennsylvania REPORT AND APPRAISAL Fonn RCC-2 DEPARTMENT OF REVENUE BuREAU OF COUNTY COLLECTIONS HARRISBURG'.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE J.WJ,~?3.,197.J... COUNTY ,~'Jashirigton . FILE NO 6J.!!!!6~1058 .. Whereas..C.•J BAIlJlY.a/k/a late of .cI::NTERV.ILLE ~.. in the County of ,·JflASHINGTON ·Commonwealth of Pennsylvania.having died on the ·24th day of S.e.pt.emb.e.r.19 6.9.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;.,'I Therefore.I.................................WillEL.L\JE....EINNEY..................................................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 AppraisementDescriptionofAssetMadeforInheritanceValuesTaxPurpoles $ I P1?P~{jl\TAT,• SPP.rnmr ...j.+~,.,.,""~to annraiBement 1m 11?... REALTY: See CODY attached to appraisement 2.000 00 total 2 181 '2 Y's'T'A'T'F UJSOT.in1\f'T1 r \ .. 1,.,., fonn~;v::fhb::::~h~worIl·"':~~1:t1~~:~;o~~~~~ce~~t~~~~~;;::s~el~2d~ Appraiser ......................................,......................................................................................................................... (Number and Street) ...............................................(~V~~'~.............................,Penna. (Post 0 ee) WA$}JJ:1'JO':('()NH County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...........C •.J •..BAILE.Y a/k/a . Deceased. Late of CENTERVILLE•••••J ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Date of Death,9-24-6-9 . Appraisemel!t Docket Vol.,3.8 . Page,~~H..H.H No ~J?~~.~1058 Filed in Register's Office,~~??19 7.~ Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,. Appeal ft-om Appraisement,.. Entered and charged,.".