HomeMy WebLinkAboutOC1969-1097 - ESTATE OF LAMB/
I, ANNA M. LA11B, of the Borough of HcDonald, Washington County, Penn-
sylvania, being of sound mind, memo~ and understanding, do make and publish this
my Last Will and Testament, hereby revoking and making void .all former will by
me at any time heretofore made.
FIRST: I direct that_all my debts and funeral expenses be paid as
soon after my death as may be conveniently done. _
SEX.;OND: I authorize and empovTer my executor to sell, exchange and con-
vey arry and all real estate or chattels, real, or any intere:st therein of vrhich
I IllQl.y die-seized or possessed, either at public_or private sale, in his absolute
discretion, and to execute and deliver good and sufficient ~eeds and other
instruments in writing that may be necessary for such purpose, and also to
mortgage the same and to extend the time .. of payment of existing mortgages thereon
-and to execute and deliver bonds, mortgages, extension agreements and any and all
other instruments in writing for such pu~ose, upon such ter.ms and conditions
as my said executor may deem best, and t·) execute and deliYe::r leases of the same,
or arry part thereof, upon such terms and conditions and for :such periods, in-
eluding terms of over five years, as my said executor may deem prudent.
THIRD: I hereby give, devise and bequeath all of lllzy' said estate,
lvhether vested or contingent, real, personal or mixed, Hherew.er situated, unto
my cr.d.ldren, John Eduard, Robert Paul, [orothy Nimal, Albert :!Phillip and Hotvard,
share and share alike.
FOURTH: I hereby nominate and appoint John Edwa~ :Lamb to be the
Executor of this my Last vlill and Testament.
IN \VITNESS WHEREOF, I, ANNA H. LAMB, the Testatri:x:w have to this, my
.~ / will, written on one sheet of paper, se~ my hand and seal this I r~ day of ~· ' ----------;} ~~ /j f! /!'-./1.-f ./V' '1, •• / ' ,:,. '. j 1962.
Signed, published and declared by the above nr·
will, and attested by us at her request, in her presenc
each other.
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.&3-lc9-1°97.
Affi~nuit ®f 1fxrrutnr ®r A~ministrntnr
· !;tate nf Jennayluania, ~ BB:
C!Lnunty nf lbta~ingtnu \
P all b f h d · d th · notarY., J?.Ublic · d f 'd erson y e ore me, t .e un ersigne au ority, a ............................................................................... m an or Sai
County and State, appeared ...................... J.9..bfl: ... ~9:Y.9:E.4 .. 11.~.g ........................................................... who, being duly
sworn according· to law, deposes and says that he is the executor ~~m.t)8;ft¥ of the estate of
.......... AP.P.:~ ... M..: .... b1.~~.9. ........................... ; ........................................... deceased, that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of.. ........ A.nna ... M~~ .... ~.9-.mP. ....................... ,
deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item
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
item made by the above named Executor ~afX
. ~d~~~~~J~-."1;~;~~r~,.:_::~~--e ~ . _;~~~is~.r .... J.Q.t.h:... l··· .... .... ....... . .. ~M
..... · ·· , "#._ r',. _ .. . Executor-:XaiiK~:l£t€11X
: ~···· it. :..fi::••:····,~ NA~~tf;b'~~¥'Cil~S RUCTIONS
~J\r·A~t~?.Y.e~t},:k~~~i\e filed .within t~ree ~o~ths ~fter appointl!lent of person~l. representative.
· 2., A·supplemeiital mventory must be filed withm thirty days of discovery of additiOnal assets. 3: -'"' bOrigirial.aild 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
3Jnurntnry attb ,.pprai.armrnt of the goods and chattels, rights and credits which
were of ........... A.OO.~ .. M.~ ..... 1i~UP.,Q ............................................. Jate of ....... MS.P.9.P.:S!:~.4~ ............................................................... .
Washington County, Pa., taken and made in conformity with the abciue affidavit.
DOLLARS CENTS
PERSONALTY:
None
REALTY:
ALL that certain lot of ground situate in the
Borough of McDonald, Washington County, Pennsylvania,
3, 500 00
fronting 50 feet on Sarah Street and extending back of
uniform width 35 feet to land now or formerly of J. J.
Charlier and having erected thereon a one and one-half
story frame house. See Deed Book 891, page 633 .
..
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Form No. RCC-62 (2-641 THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, J
Ell'FE~IV~ JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)
OFFICE C5F THE REGISTER OF WILLS
County of ... WA$ffP-~·qrQN ....... .
. . . . . . . ~9.I:IN .~RW~.~R .~A~ ................. of . : R ~ Q .. )?.Q~ .. 3.~?!. M~~~~Y,. g~!1Af?Y~'Y!3-1n'5i.a060 (Name) (Address)
being duly _________ §~_<?-~!! __________________ .according to law:, deposes and says that he is the -------~~-~-£1J.1Qr _________________________________ _
· (Exec., Adm., Legatee, Etc.)
of the estate of ___ ANNl\. __ M_.., ___ ~AM~----------------------whose last residence was ____ k~_4._A_9._~_§.:tr_~-~L----------------------------<No.l (Sueet)
_______ M~QQ~-~!_9., ________________________ .deceased, and that the whole of the estate of said decedent, who died ----~-E!:g __ ~~L_}_~_?_ 9
• (CitY, Borough or Township) 13. · (Date)
consisted of: ) , u ·? '! 1 .,/.?
<, It &I~ (_ 'JUL/(J'L~ '-'\..
REAL PROPERTY
REAL PROPERTY IN -PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN<i:ES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD. AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES Aim RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
ALL that certain lot of ground situate in the :Sorough of ~ ~ 500 00
McDonald. Washin~on County, Pennsylvania, fronting 50 feet on Sarah 11~
Street and extending back of uniform width 35 feet to land now or fitfll
~
formerly of J. J. Charlier and having erected thereon a one and
one-half story frame house. See Deed Book 891, page 633.
//111 fJ /b R<7 ,
2 -la-711
Personal Property
None
' '
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 intere~t 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 Estimate.d.
~ahie
.
Joint s_aving-s account #22 ~44 PittsburQ'h National Bank McDonald office I -.
McDonald Pennsylvania in the names of Mrs. Paul Lamb of Mr. John $ 956. 97
Edward Lamb, mother and son .. One-half interest H(;;
I If~.~ f.~ t'J P~#~D J1r IJ-1 ~ -t 9 ~L ~-~Afil .A/~
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9\.rh .f'7 l
ff
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Transfers within TWO YEARS Prior to Death
None
t '
' '
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
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS
an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF
forth this fact.) DECEDENT
Dorothy M. Nimal dau12:hter Yes
John Edward Lamb son Yes
Robert Paul Lamb son Yes
Albert P. Lamb son Ye_g_ -
Howard Lamb son Yes
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
INTEREST OF
BENEFICIARY
IN ESTATE
1/5 residue
1/5 residue
1/5 residue
1/5 residue
1/5 residue
RESIDENT-DECEDENT DEBTS AND DEDUCTIONS CLAIMED
NOTE· List first five items in the spaces so provided, ·observe notations thereon, and instru~tiom . .• . . .
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
ttEGISTER ONLY
Funeral expenses paid $ $
'
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses •
Counsel fees *
Fiduciary commission *
OTHER DEBTS AND CLAIMS
( * ) See Note below
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!
I
'
Total
Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater
or less than the estimated amount claimed and allowed. ~ ~ ~
Subscribed and sworn ti),before me this.· .. /. Q. -~~-....... . ..... '1'1-: .. ~ .... ~~l.d.t!: ........ . -, ~, ;._ -"'-V (Etfcec or-Administrator) 4.-I. ~~ I] ~ -;,::;~t·l-. ,-· . . . I ~ 7. 0 c -.JFI /'F<1.CH;.• H•: '£2"":• • '<" ~~· ~(!l'oH • •••'•H• ... ~ .. O,K ... J..Oj ... HH ........ .
......... ~ ... ~ .... ~'f. •~>,~········· 1/:/l Lv rstreetNuj::!/ .)L>b 0 --·;. , ..... --~· -a. ... .f.!C ... Y.f:Y. ......... ~/1 .... 1 ........... . :;. ' · , .•. ' r ' ~ ~'!-(C1t,Y or Town a~J'State) f.tl~ .: .. ~ \~ ~
Having been duly ·swor~ a~~·ding to law, I ~~Y., certify that the above appraisement is made in conformity with law on this
................. /Yd!!L, ...... dayof .... ~ .. £/(~ .................. ~ ... 19.?.~ /:.) ~ .~£. ................... ~ .. ~ .~ .. .
prRisel'
In the event that any future interest in this estate is transfened in possession or enjoyment to collateral heirs of the decedent after the
expiration of any estate for life Ol' 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 TH_bR~GIST ILLS
I, the undersigned duly elected Register of Wills in and for .?~4. . . .......... County, Pennsylvania, do respectfully
report that .I have allowed debts and ~edu~tion~ in the amounts clai~ed by dep t, except~ ato. t e items where a greater or lesser ~mount
is set forth m the last column to the rtght m sa1d schedule above, whtch greate or lesser amoun repr ents the sum allowed!~ de~u~t10n .• _
Dated:~~ .. ~? .. /7.?.<?............. . .......... ~e.~
Register of Wills
• J
.,
Form No. RCC-62 (2-64)
Will
Administration lNo ........... Year .... .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Peceased
Late of
,/·-----·
Form RC C·lO DEDUCTIONS ALLOWED IN J
OFFICE OF TME
REGISTER OF WILLS
STATEMENT OF DEBTS
AND DEDUCTIONS
THE. SUM OF . . . . . . . . . . . . $ .. ~ ~2....£=~/
-/tJf7
""'lJ~-;_~
Register of Wills, Agent
OF COUNTY
AGENT OF THE COMMONWEALTH
ESTATE oF __ A=N..:..:N~A::.._:.M~. -'L=·A:::.::.M=B::.._ ___ LATE oF __ M_c_D~o_n_;,a.,....l_d.:.., _""W_Ta_s ..... h_i_n..sogil-t_;,o_n___.;:.C.....:o:....;u.:.::.n::..:t.:t..y __ _
DATE OF FILING APPRAISEMENT ___ J __ -.:..../-t.f':__---J.Z:.-...=;O __ DATS OF DEATH __ _:.A.:..pl::.:..r.:..il=-=2:..::5::..z.__l...::9:..::6:..::9::...._ ____ _
DATE NO. OF NAME: OF PAYEE REMARKS AMOUNT VOUCHs;ll
William D. Roe:ers Funeral Hom e Funeral Services 1 1aa 94
Record-Outlook Advertising 2. ~5
M. Noir & Son Flowers ~a. ~6
Gavdos Monument Co. Letterine" on Stone 15. p_o
William D Roe"ers Ambulance Service 39. 44 .. ·'
Russell Marino Ree"ister Letters of Administration 13. 00
Washington County Reports Advertising-14 00
Burgettstown Enterprise Adve.rtising 8 00
Ruth Lamb Stamps 3. 00
H. G. Derbvshire Tax Coll. 1969 School Taxes 47 01
H. G. Derbyshire, Tax Coll. 196 9 Borough Taxes 22 66
Malcolm More:an Treasurer 1969 Counttr Taxes 15 48
John D. Woodward Recorder State stamps on deed 35. 00
Edward Martin Esq. Sellers share 1970 taxes 8 00
Russell Marino Ree:ister Filine" Inventorv 3 00
Rlli=:!=:Pll M~rino He11i ~=:ter Filine" Deht~=: Rr. nedm·tion~=: 3 00
John L. Brunner-Walter W. Gre l!!orv Attorney's fee 175 00
I -
$ 1, 675 34
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF _..:.W~aC.:::s~h:.:in~g-;tO::::;n:.:._-.,.-=---ss:
John Edward Lamb ----_.;;.-=;.;;;.;;..~.::..:.:.~~-=.;:::.:.:.::... _____________ HEREBY CERTIFY, THAT. TO THE BE8T OF I,
lloiY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS FUNERAL EXPENSES AND EXPENSES OP'
AD,..INISTRATION suBMITTED To THE ESTATE oF Anna M.-~Lamb g.,. ,A;T~tJ "'"Jt"·",s;L."so.R)
INHERITANCE TAX PURPOilE~. . . ·-~ LdtA../ ~lL oc.._~
~rtf"r----DAY Of'
RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
JOHN EDWARD LAHB
IN YOUR RIPLY PLEA8B
Rlnll TO
38-11-4
In Re: Estate of ____ ..:.;A::.:Nr~IJA:..:....:f..:.:·f.:....::BAMB==--------
_____ ___:.:W:!!AS~H~I~N::::::G..:.'ID~N:.::..,_ ___ County -File No. 63-69-1097
Dear Mr. Lamb:
You are hereby notified that the orig~ nal
appraisement in the estate of Anna M. Lamb
has been filed in the office of the Register of Wills ~f. Washington
County on lf.Larch 19 · , 19.1Q.. Said appraisement reflects· the
following valuations:
Real Estate _ ........ ___ ..,.3u,~5:.:;:0~0.:.• 0::,0::,... __ _
Persoaal Property----------Transfers ___________ ~---
Total ·--------3.6j,~5~0~0~~a·~o~o __ _
As to such tax that is paid within three
death, a five (54) percent discount is allowable.
remains unpaid after one year from date of deatn,
of six (64) percent per annum is charged.
montbs.from date of
As to any tax that
interest at the rate
Any party in interest who is aggrieved by an appraisement may
~ppeal therefrom as provided by law.
Date ____ ~Mar~~c~h~l49~·~1~9•7~0 ____ _ SignedaJ ~ . c_t~ fL~,f_
Title W.R. CHAl'IK;:~~ APPRAISER
DATE OF DEATH: Aprii 25, 1969
Note: This Is not a bilf..
j
-.....
, R C C-39 ( 5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Estate of LAMB,
(Last Name)
ANNA
(First Name)
}f.
(Initial)
SUMMARY
DATE OF DEATH
REPORT OF INHERITANCE TAX APPRAISER
4-25-69 FILE NO. 63-69-1097
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washingt,_,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: __ ----.:03::L..-=1c£.9-_7L.::0~----
04-25-69
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected R.egister of Wills in and for \olashington 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 grea er or lesser amount represents the sum
allowed as a deduction.
Dated: ___ _.::.:03-:::......;:1~9_-..!..70~---
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
$ $ $ __________ ~--'-i. ')UU uu 1·~-mr
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
3,500 00
1.675 1'34
1.824 66
annuities . . . . . . . . . . . . . . . . . . . $------+--
ESTATE TAX ASSESSMENTS $ -------'---
3,500 00
1.675 '"-54
1,824 66
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on$ 2% Taxon$-----~1~.-~8~2~L~b~~6~~
Tax on$ '5%
$ ______ -4--
$ ____ """"'1:!::,!0::...;)9~::t,;48:::.._
$-------4--
nxoo$ lK $ _______ -4---
Tax on$ 15% $-------~--Exemptions "'
Total Estate--------+---
TOTAL TAX $-------L--
Less tax previously paid $=====~==
BALANCE $-----+--
Less 5% of tax if paid within
3 months after death $=====~===
Add interest at rate of 6% from
-----to -----
AMOUNT OF ESTATE TAX ASSESSED $-------+--
Estate tax paid $ _____ ........~ __
("') As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
BALANCE DUE $ _____ ........~ __
Add interest at rate of 6% from
----~~~o-----$------4--
TOTAL TAX BALANCE $ ------+---PAID $ _______ ....J.._ __
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustmenB 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 TJiE
ESTATE OF
ANNA M. IAMB
Deceased·
~~~---· ~OOAAW .................................. .
County of WASHINGTON ············· ................... ·······················
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
J ..,., ... . 1.:.
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Fonn RCC-2·
DATE ....................... )~.~h .... J.:.9..1. ...... ;,l;.9.7_9 ..
• DEf~~RTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG. PENNA. 1 7 1 2 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX COUNTY .............................. Y.l.§l:.:?.h.?:P.g~_9.~ ...................... .
APPRAISEMENT ·.F1LE NO ............................ ?..?..:.?.?..~~.~.?..?.. ............................ .
Whereas, ......................................... A~~ .. }r! ..... ~~ .................................................................. late of ........................... ~.~P..<?.!l:a.:~.~ ..................................................... .
in the County of ......................................... ~9.-.~P..~gt.<?..D: ............................................................ Commonwealth of Pennsylvania, having died on
the ............................ .2.5 .... tb ............................................ day of ...................... April.. .................................... 19 .. 6.9 ... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Th f I W R Ch d I . t d ere ore, , ..................................... .•. •• t!:, ..... an.ey .......................................................... , an appraiser u y appom e d' t 1 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 Appraisement Description of Asset Values Made for Inheritance ,. Tax Purposes
$
REALTY:
All that certain lot of ground situate in the Borough ·-
of :r-ic Donald, Washington County, Pa.,~ fronting
SO feet on Sarah Street and erl.Anrli na _h.::~l"k nf uniform
width 35 feet to land noH or formerly of J.J. Charlier
and ID.,. Having erected theron a one and one-half storv
frame house. See Deed Book 821 na!!e 611 3,500 00
Total 3,500 00
form~;v~~~hb~~ ::7h:8worn "/"P~o~w, ~.~ 0~~~~~~s:men~ .. d~i
Ap tser
"""'{2)''"""7"'"""~""""""""""""""""""'"""""""""""""""""""""""" ......... ... C'"'7': (~;;:~•> , Penna.
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v\fASHINGTON ................................. ··························· ................................. . Cou·nty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ANNA 1<1. LAMB
Deceased.
Late of
...................................... ~1.9.PQ~P. ......................................................... .
Date of Death, ............. .Aptil .... ~.5., .... .l.96.9 .................... .
Appraisemel!t Docket Vol., .......................... :?..~ .................... .
Page, ......... ll-:::4. ........................ No ....... 6.3.::-:-.6..9~J.997. ..... .
Filed in Register's Office, .... I1?.::r.9.h .... +..9. ......... 19 .. 7.9 .. .
Amount of tax due, $ ........ : ........................................................... .
DEPARTMENT OF REVENUE
Received, ................................................................................................ .
Examined and Approved, ........................................................... .
Wrote abo.ut Appra.isement, .................................................. .
Appeal f1'cmt Appraisement, ..................................................... .
Entered and charged, ................................................................... .
..
n •