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HomeMy WebLinkAboutOC1970-0074 - ESTATE OF FINDLING\JAY W.TROUTMAN oJ -?~-?'f ) ,1 /'. '"I I .LAST WILL AND TESTAMENT I,LENA FINDLING,of R.D.#I,Hickory,Washington County,Penn- sylvania,being of sound mind,memory and understanding,do make,publish and declare this my Last Will and Testan1.ent,hereby revoking all former Wills by me at any time heretofore made. ITEM - 1 I order and direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease. ITEM - 2 All the rest,residue and remainder of my estate,both real and personal,I give,devise and bequeath to my husband,Emery C.Findling, if he is living at the time of my death.In the event my said husband is not living at the time of my death I bequeath the sum of $500.00 to my grand- daughter,Nancy Elaine Findling,and the sum of $500.00 to my grandson, Gary Lester Findling,and I give,devise and bequeath the remainder of my estate to my"son,Lester C.Findling. ITEM - 3 I hereby nonl.inate,constitute and appoint my husband, Emery C.Findling,Executor of this my Last Will and Testament and in the event my said husband is not living at the time of my death I nominate, constitute and appoint my son,Lester C.Findling,as Executor of this my Last Will and Testament. IN WITNESS WHEREOF,I have hereunto set my hand and seal this ",~.--A day of September,1959. t'1 I ·, •... ---r----··.- I Signed,sealed,published and declared by the above named Te statl'ix asI and for her Last Will and Testament in our p'resence,who,in her presence, at her request,and in the presence of each other,have hereunto set our hands as attesting \vitnesses this 2.gar;day of September,1959. Washington, Washington, Washington County,Pa Washington Connty,pJ RCC·to3 (:2-e41 COMMO~.WEAL Tit OF PENNS'(,LVA!'iIIA'•• DEPARTMEIiT OF REVENUE BUREAU OF COUNTY COL.LECTIONS TRANSFER INHERITANCE TAX DIVISION • INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF Washington j This return must be completed In detoll and flied In duplicate,with the Register of Wills In the County where the decedent resided within one year after dote of death,unless on extension Is granted by the Secretory of Revenue, Will)\~No.19__I,_L_E_S_T_E_R~C__.-:-F_IN_D_L_I_N_G_.of Fort Lauderdale,Florida, ("",me)(Address)M~{{ being duly sworn according to law,deposes and says that he is the E_x_e_c-:u'=t_o"-r---:--:---:---:-_ (Exec.,Adm.,Legatee,etc.) of the estate of Lena Findling lote of _H_ic_k--:-::o_r~y~,_P_e-:-n__n_s_:y'?-1--v--a7n=ia:;.;.;,:......-------- (City,Borough,or Township) deceased,and that the whole of the estafe of sQid decedent,who died on __.....:J=_a=-n~u:..:::.a:..::r'-'!y':::---"1:...:6:...<,:..-...:1:...9=_7.:...0~,_ (Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and no Pennsylvania Transfer Inheritance Tax is due. (Title) \ Sworn and subscribed before me ~ ?M h 70 ~Executorthe<.I day of arc 19_.~L=-II~~~~~~~~~~~~_ ~/l CURa Ill,lROUTMhN,NOTARYiP;V~~IC (Signature)..(j.&~-1 ....2n c:JA <4 d'~-d/W~SHtMGTON.WASH1NGTO~f".UWIYM¥COtlWIS,lnN EXPIRf,FFlulu flY 51 1mI..I Type of Asset:Department Real Estate,Pers.ASSETS Estimated Valuation Property,Jointly (Attach additional sheets if necessary)Market CAUT10N Held Prop.or Description of Asset Value (Do not write Transfers in th is space) Personal Savings Account -First Federal Savings &Loan ?Property Association of Greene County,Waynesburg,Pa.$2000.00 .. , TOTALS $2000.00 Amount Approved by Register Amount Claimed DEBTS AND DEDUCTIONS Nature of Claim REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointeCl 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 se ibrth opposite the last «;01 mn to th right. Nome of Payee Dated: Register of Wills Kurtz Monument Co. D.Convaiarium Kraeer Funeral Home Speakman Funeral Home Letters Testamentary Inscription on Marker Medical and Nursing Services Embalming and transportation of body to decedent's home. Local Funeral Services $12.50 14.00 774.25 1099.93 425.00 Jay W.Troutman Legal Services 150.00 TOTALS $2475.68 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed,except where I have set forth a greater or lesser amount in the last column to th~right,which~reater or lesser amount represents the~deduction.. Date of Approval:~'2>tfp '7 c3 ~lifl'd '5J?7~Register of Wills , I Will }~~tf~l:l'h No.Year__ IN THE "I MATTER OF THE APPRAISEMENT OF THE EstATE OF LENA FINDLING Deceased Late of Hickory County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL .1 \ RCC-SI (2-64) i' I ....COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT LESTER C.FINDLING IN YOUR REPLY PLEASE REP'ER TO / I•In Re:Estate of L_EN..,....'_A_F_I_N_D_L_IN_G_·_ ______W_AS_H_I_NG_·_TO_N County _File No.63..f/Jo-74 Dear Mr.Findling: You are hereby notified that the original appraisement in the estate of Lena Yirid11ng has been filed in the office of th5 Register of Wills qf Washington. County on March 4 ,19~.Said appraisement reflects the following valuations: Re al Estate ---'---.........~=-xx------Personal Property __2~,_O_O_O_._O_O _ Transfers ---;;,........,.~~.,.._-.....,...-_ Tota1 ---,-:2::,j,L:0:.:O:..:O:..:•.=OO..:....._ 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 apprais~ment may appeal therefrom as provided by law. I Date M...:.;ar.;...c.;...h----:4~,_1_9:...:7_0 _Signed Title 2-~jl<.- APPrlAISER DATE OF DEATH: ESTATE INSOLVENT Note:This is not a bill. "COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION WASHINGTON,PENNSYLVAN ISSOI 244 '~ashington Trust Bldg. February 26,1910 FIRST FEDERAL SAVINGS &LOAN ASSN.OF GREENE COUNTY WAYNESBURG,PENNSYLVANIA 15310 fte:Estate of LENA FINDLING Late of Hickory,Washington Co. Date of death:January 16,1910 Gentlemen: Will you please confirm the amount stated below belonging to the above mentioned decedent,as that of date of death, January 16,1970. "Savings Account held,in the FIRST FEDERAL SAVINOS It LOAN ASSOCIATION OF GREENE COUNTY,WAYNESBURG,PAt $2,000.00." An early reply will be greatly appreciated. Thank you. lIed Very truly y~&ursr:;'J ;:'~~fip-~/f \ W.R.CHANEY,{/ CHIEF APPRAISER,WASHINGTON COUNTY HOME OFFICE WAYNESBURG,PA.15370 RICHARD V.MORGAN TREASURER .~ Cfirst 7eder~/' SAVINGS AND LOAN ASSOCIATION OF GREENE COUNTY AREA CODE 412 AN INSURED MUTUAL SAVINGS INSTITUTION 2S E.HIGH STREET WAYNESBURG,PA.15370 PHONE 627-6116 March 2,1970 FAYETTE OFFICE UNIONTOWN,PA.15401 Inheritance Tax Division 244 Washington Trust Bldg. Washington,Pa.15301 Re:8-21941 FINDLING,Lena Gentlemen: We wish to confirm the fact that an individual savings account in the name of the late Lena Findling was held in our association on the date of death -January 16,1970.The balance as stated in your letter of February 26th was $2,000.00. We appreciate this opportunity to be of service. Very truly yours, ~OV.'yy)~~ Richard V.Morg~n~~ Treasurer RVM/w • CC-39 (5-68)~"II COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SUMMARY RESIDENT DECEDENT estate of FINDLING,LENA (Last Name)(First Name) DATE OF DEATH (Initial) 1-16-7.:....0__FILE NO._6_3_-_70_-_7_4_ REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Wa::.s::::.h:.:.~::.·ng:.:t:<.t~on:::::..:.., 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 itern in the last column to the right in Schedules "A","B", "C",and "E". Dated:__---'o:<.<3'----=o~4--.J7'-'=0'------­ 01-16-70 0..'"'h ~~ X APPRAISER \I REPORT OF THE REGISTER OF WILLS tj'~ded '---W~ REGISTER OF~Dated:0=.3-"'--'0=4....-.....7..:=;0 _ 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 01' 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 REAPPRAISED $-------jf-- 2,475 68 2,000 00 ate Insolvent $ 2.000 00 2,000 00 2.L.75 68 Est VALUE AS REPORTED VALUE AS APPRAISED $2,000 ~ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities.• • • • • • • • • • • • • • • • • •$--------11- ESTATE TAX ASSESSMENTS $---"C FOR USE OF REGISTER ONLY Tax on $--+__~ Tax on $~ Tax on $5% Tax on $10% Tax on $15% Exemptions * Total Estate .......\-__ TOTAL TAX COMPUTATION OF 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 ::::::::::::1=== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $---.J AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $---Jl- BALANCE DUE $---JL- Add interest at rate of 6%from t= ------Ito-----$-------1 TOTAL TAX BALANCE $--------iPAID$....J 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 !. , .No.AdmInIstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..LENA..FIN.DL.l.NG .... Deceased Late of .I:I:rG}()F((. County of .P':E;}IN$YLV1J.~IfI... Commonwealth of Pennsylvania REPORT AND APPRAISAL ~.. Fonn RCC-2 DIo'pARTMENT OF REVENVE..-.\ EUREAU OF COUNTY COLUCTIONS HARRISBURG.PIi.'NNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX ..' APPRAISEMENT DATE r.i~<?,?.l.i:.?.~.?.?..~. •COUNTY w.~.~.@..~~gp... FILE NO...9.3.=..7.Q.~.4.. Whereas,~.E:l.l}:~r..~.l}9+..~~late of ~.~~.~5?~;r.:. in the County of ~~.~.f1.~.pg~.9.l}c Commonwealth of Pennsylvania,having died on the :~A.~P.:day of J.:9.!lg~.r.y 19 .79,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,..........................W.~.R..~....G.b9.P..~.y .....................................................................,(!duly appointed according to law,an appraiser 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 t.he 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 AppraisementDescriptionofAnetValuesMadeforInheritanceTaxPurposes $ PERSONALTY: Savings Account -FirstFederal Savings &Loan Association of Greene County,Waynesburg,Fa.2,000 bo -- --- - -'- - Total 2,000 00 Estate Insolvent form~V~~hb::::z,:.w",;a~~~~:~~o~e~..~y~~..~;;~e;all\lraise~sm:::~!q~ "~..;L?.""""""·V"..............................................................~~... ......~..........................................................,........,...............,........................................ /_(l!lu and Street) .................................:"'...~-..~...................................Penna.(Peat Olllee) ................................., I II I .WA$lfI:NG'I'.QN .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of LENA FINDLING Deceased. Late of HICKORY.....................................,..,. Date of Death,.J.<m:lJ.:Cl:r..y J.,4..L.J.9.7.Q . Appraisemel!t Docket Vol.,:~..~. Page,..J.2..-::.£No t>.3...~7.Q~.74.. Filed in Register's Office,1.4.9.£.9..11....4,19.79.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appraisement, Appeal f,.om Appraisement,. Entered and ch(Jrged,. o ,.';. ,. • •