The URL can be used to link to this page

Home My WebLink AboutOC1969-1138 - ESTATE OF REAM~ ·~ .. ~ ~3-t!f-·1138; '. ~ . t! •: I /l .I II I' ~I I: II ,, II rl II l I II il II I' ./ I I /I II II I I I I I' 11. 1/ I' r/ I l I I, ROBERT·A. REAM, of the Borough of Donora,.Washington County, Pennsylvania, do make this, my Last Will and Testament, hereby revoking in full any and all Wills hetetofore made by me: FIRST: I direct my Executrix hereinafter named to pay my debts and funeral expenses. SECOND: ·All the rest, residue, and remainder of my property whether real, persona-l, or mixed; of whatsoever nature or description, and wheresoever situate, I give,. devise, and bequeath unto my beloved wife, HELENE R. REM!l',. to be he.rs absolut~ly forever. THIRD: In the event ·my wife, HELENE R. REAM, predeceases me, I give, devise, and bequeath all of my property, whether real; personal, or mixed, of whatsoever nature or description,· and wheresoever si.tuat.e, unto my s:tep-children, JOE NELSON PIERCE, JR., MARSUE PIERCE, and I-:!ARSHA KAY PIERCE, and such children as shall have, after execution of this Will, been born or adopted by HELENE R. REAM and me, in equal shares. FOURTH: In the .event my wife, HELEliTE R. REAM, predeceases me, I appoint HELEN B. ADAThiDSKO testamentary guardian of the estate of any minor who is a beneficiary under this Willo II I I I I I I I II II II ij i i ! l I ,. i I I j ! i ,, ''· II r ,I II r I I I I II FIFTH: I appoint.and name my wife, HELENE R. REAM, to be ·the Executrix of this, my last Will and Testament. In the event that the said HELENE R. REAM predeceases me~ I appoint and name HELEN B. ADAMUSKO to be Executrix of this, my Last Will and rrestament. IN WITNESS ViliEREOF, I, ROBERT A. REAM, have to this, my Last Will and ·restament, set my hand and seal, this 31st · day of December (SEAL) Signed, sealed, published, and declared by ROBERT A. REAM, the testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnessesc " . . I RCC·ID3 (2·64) COMMONWEALTH OF PENNSYLVANIA DEPARTME~T OF REVENUE BUREAU OF COUNTY COLLECTIONS I TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN 'FOR IN SOL VENT ESTATES ONLY OF REStDENT DECEDENTS ' . j COUNTY OF WASHINGTON This return must be completed In detoll ond flied In duplicate, with the Register of Wills In the County where the decedent resided within one year ofter date of death, unless on extension Is granted by the .Secretory of Revenue. Will 401 McKean Avenue ·x~ No. ___ l9 __ I,--=HE=LE=NE..:.=.,.. . ..::.R:..:•..,.....::..:R:::::E=-=A=M------of Donora, Pa. 1$033 (N<~me) (Address) pXX being duly sworn according to law, deposes and says that he is the_....:E=.X=e~C:...:U::...;t::..:r=:==i:.:X=----:-:---:-----:-------- (E;cec., Adm., Legatee, etc.) of the estate of ROBERT A • REAM late of ------=~D:....:o7n""o""'r=-7""a'--=-----:--:--------- . · ..(City, Borough, or Township) deceased, and that the whole of the estate of sc:aid decedent, who died on-.::..:M:..:a;::..y.__tj~,---=:l::..o9"::6~9~------------, • (Dote) c_o'nsisted C!.f the assets listed below and that allowable debts and deductions exceeded the fair ma~ket ~alue of the assets and ·no Pennsylvania Trahsfer Inheritance Tax is due. ' . Sworn and .<;ubscribed before me the lOth Executrix (Signature) (Title) Estate of Robert A. Ream, deceased Type of Asset: My Commission Expires February 28, 1972 Real Estate, Pers. Donora, Washmgton County, Pa. ASSETS Property,Joinlly (Attach additional sheets if neces_sary) Held Prop. or Description of Asset -Transfers Estimated Market Value Proceeds from settlement of accident case at No. 343 January 1969, Court of Common Pleas of .Westmoreland County, Pennsylvania. (Enclosed is a copy of the Petition To Compromise and Order of David H. Weiss, P.J., dated April 7, 1970 authorizing settlement in the amount of $1$00.00 and _payment to Helene R. ·Ream, Executrix of 1:1 Ja.soo.oo the Estate of Robert A. Ream.) (Approximately one month after being involved in an automobile accident on February 3, 1967, decedent's medical condition was diagnosed as leukemia ; which caused his death on~~~ REPORT OF INHERITANCE TAX APPRAISER Helene R. Ream Family exemption (wife) Lawson-Rabe Funeral Home, Donora, Pa. Paul M. Petro, Attorne •s Fee Charleroi-Monessen Hos ital Presbyterian Hospital, Pittsburgh, Pa. TOTALS $1$00.00 $1,000.00 1,798.00 37$.00 219.40 13,9$6.$5 Department Valuation CAU·TION (Do not writ_e in this space) 1 _s-0 a .oo ~S""'oo. Go Amount Approved by Register _i. 0 oo. 00 I J 7F oo / 37~00 o:f/ /-~6 ~ 9.s-c.. s .s- .• . . -------[ OF THI;-. ' ESTATE OF. ROBERT_A. REAM · .. · ·Deceased ........ ·: • Lateof ______ D __ o_n_o~r~a~----------------~ - County of ___ v!..::iV..:::a~s~h=l=-· =-=n~g._:t::..:o~n,_,_ ______ .- PAUL M. PETRO, ESQ. 215. Seventh Street . Donora, Pennsylvania 15033 f \ .. ·-' .. .. ·---··--·· -·--------------------'------------------------~---'------------~----'-'-.:::__-----';;_;_-----------------------------...;;;.J...---.....-_____________ ,_d ,-----,.,. . ~~ ~'t{ • - . COMMONWEALTH OF PENNS-YLVANJA DEPARTMENT OF REVENUE BU~EAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION .... . - RCC-81 (2-64) NOTICE OF FILING OF APPRAISEMENT HELENE R. REAM IN YOUR REPLY PLEA8E REFER TO 38 _13_3 In Re: Estate of ____ ~R~Oo!JB~E::LlRI.l.T.a,.__,A~. _R.uE.&;LO.AJ!IM __ __,. __ _____ W_A_S....:H~I::.:N..:..:G:..::T:.....:O;..:.N.:._ ___ County -File No. 6 3-6 9-113 8 Dear Mrs . Ream: You are hereby notified that the original appraisement in the estate of Hobert A. Ream has been filed in the office of the Register of Wills qf \1Jashington County on July 30 , 19.1..£). Said appraisement reflects· the following valuations: Rea 1 Estate _ __;_ ___ -=---=~---:~-- Personal Property ______ l~·~S~O~Ow·~O~O~---- Transfers ______ ~~~-~--- Total ------~--~J~,~s~o~ou·uo~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 ~ax that remains unpaid after one year froni date of death', interest at_the·rate of six (5%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ ~J~u~l~y~3~0~r~l~9u7~0~----- DATE OF DEATH: Hay 8, 1969 ESTATE INSOLVENT Note: This is not a bill. J COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of REAM, (Last Name) ROBERT (First Name) A. (Initial) SUMMARY· DATE OF DEATH--=..5_-.::....8_-.::....69.:..__FILE NO. . ~ -· I REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington 63-69-1138 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 i · Dated: 7-30-70 ------------------------- REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for 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 amountis set forth in th~ last column to the right in Schedule "F", which greater lesser amount represents the sum allowed as a deduction. Dated: ------------------------- INVENTORY VALUE AS REPORTED VALUE AS APPRAISED 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 1 500 1 500 l 7 ~A.R 00 00 Q" Esta annuities . . . . . . . . . . . . . . . . . . . $ -----------+---- EST ATE TAX ASSESSMENTS $ -----------"---- t e 1 ~00 00 l 500 00 1 7 ~LlR QC:: Insolvent FOR USE OF REGISTER ONLY COMPUTATION OF TAX Taxon$ ________________ ~---- Taxon$---------------~-- Taxon$----------------~---~ 5 0 Taxon $ ________________ -4--10% Taxon $ _______________ -4---15% $ $ $ $ $ I VALUE AS REAPPRAISED $ ____________ ~--- I Exemptions========l== Total Estate ------------.....J...-- TOTAL TAX * $ (*) 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 Add interest at rate of 6% from ---------to ----- $ $ $ $-----------+---- $------------L---- AMOUNT OF ESTATE TAX ASSESSED $---------+--- Estate tax paid $ __________ ___. __ _ BALANCE DUE Add interest at rate of 6% from ----------~10----- $ __________ __J, __ __ $-----------4---- 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 IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ROBERT A. REAM ·············································· ..................... ·············· Deceased Late of ....... DONORA WASHINGTON County of ............................ . Commonwealth of Pennsylvania REPORT AND APPRAISAL ... . Form RCC-2 COMMONWEALTH OF PENNSYLVANJ~ RESIDENT INHERITANCE TAX DATE ........................... J.JJ..l..Y. ...... 3. . .Q .. , ........ l.~ . .7.Q. ........... . DEPARTMENT OF REVENUE ~UREA\J OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COUNTY ....................... VJ..~.§.h.:i.!!.g.t...9..!!. .................... .. · · • APPRAISEMENT FILE NO ................... § .. ~.:: .. Q.~.::JJJ .. ~ .. -...................... .. Whereas, ......................... R.9.Q~.r..t. .... .A.~ ..... .R.~.c.t.m ....................................... ~ ...................... late of ....................... P..<?..~5?E.~ ............................................................. .. in the County of ........................... Jv.ashing.t.o.n .................................................................... Commonwealth of Pennsylvania, having died on the ................................. B. ...... t..h .............................................. day of .................. ~1.~.Y ................................................ 19 .. §~ .• seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ...................... J.V. .•. R. ....... Ch.a.n.~.Y. .............................................................. , an appraiser duly appointed according to law, I haYing been designated to make a fair and conscionable appraisement of the said estate, and to assess and fi.."C 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 Tex Purpous $ PERSONALTY: Proceeds from settlement of accident case at No. 343 January 1969. Court of Common Pleas of Westmoreland r.nnnrv Pennsvlvania 1.500 00 Total l 'soc 00 ESTATE INSOLVENT ~ form~~·:~hb~~ ::lfh~w~ "':!J::J ~:; .~·~~:~~~~:n:is =~~~~ \ ... w~~:·~~:. ------·-------------------------------------- ...... .WASHINGTON ....................... . County -' ' , -, RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ROBERT A. REAM ··············································· ················································································ Deceased. Late of DONORA Date of Death, ......... ~~.Y. ..... ~ .. L ... ~ .. ?..?..~ ............................ . Appraisemel!t Docket Vol., ..................... }.f.3.... .................... . Page, ... 13 .. ~.3 ............................. No ..... 6.3..:--:-:.6..9.:-:-:.1.1.3.8 .. . Filed in Register's Office, ...... J.uly .... 3..0 ..... J9 .. 7.0.. Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, ................................................................................................. . Ex.a.mined and Approved, ............. : ............................................. . '· Wrote abo.ut Appra-isement; .................................................. . Appeal f1'o-m Appraisement, ..................................................... . Entered and charged, .................................................................... . ..