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Home My WebLink AboutOC1970-0129 - ESTATE OF THOMASl3-7;J-l JJ I,CHARLES VQ THOh~S,of the City of Washington,Washington County,Pennsylvania.,being of sound and disposing mind and memory, do make,publish and daolar~this to be my Last Will and Testament, hereby revoking any and all Wills heretofore made by me: -FIRST:I direot-that all my just debts and funeral expenses be paid as soon as convenient after my death,suggesting to my Exec- utors hereinafter named,tha'li my Moulder's Union Insurance be applie primarily to the funeral expenses. SECO}ID:All my property,real,personal or mixed,of which I die possessed,and all my tangible and intangiblapersonaltU,I give, devise and bequeath in portions as follows to my children:Victor C Thomas,Washington,Pennsylvania,one-fifth;James C.Thomas~Wash4 ington,Pennsylvania$one-fifteenth;Roy V.Tho~as,Washington,I Pennsylvania,one-fifteenth;Robert D.Thomas,Wa.shington9 Pennsyl, vanla~one-fifteenth;Charles W$Tholnas,Washington,Pennsylvania" on0""fifth;Sally T0 Church,Washington,Pennsyl"fi/',an1a"one-fifth; and Gloria T.Gilson,Tucson,Arizona,one-fifth. !1i~:I hereby nominate,const1tute and appoint James Ca Thomas and Roy V.Thomas to be the Exeoutors of this,my Last Will and Testament. IN WITNESS WHEREOF,I have hereunto set m~hand and seal this~da.y of November~Nineteen hundred and fifty-s,even (1957)in the I City of Washington,Washington County~Pennsylvania .. ~igned,sealed.,published and declared by >the above named Testator as and for his Last Will and Testament in the presence of us who~each at his request,and in the presence of eaoh other,have hereunto subscribed our names as witnesses to this and to the above \Will and to its,due execution,the da~and year ar"resaid. -;?q~{A ~.-is,,>r;.v-dZ-1Z-(SEAL), Uu0 . Jooed~DL4sEAL) II --------_.~--...1 -'ti.>< &3-7~-J ::A ! .Affi~auit ®f iExrrutnr ODr l\~miui!itratnr ARIZONA~lalrnf~l Q!nuuly nf ~S ss: Personally ~m~e me,the undersigned authority,a J~J.Q.ta.:r.Y:..P-ub.ll(L_.._._in and for said County and State,appeared J~.S Q.~'J:HQMA.S _ _who,being duly sworn according to law,deposes and says that he is the executor ~of the es- tate of CHARLES V THOMAS _deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ._._.CHARLES..Jl....._THOM,AS deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite ellch 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 .J;.&I~U~ d "Sfworn and sUbsc~~bed be 1 f 9 0re m70e this j1...~}.~~. .~...O~-·Executor-~ ....~Q;.jL.~i!~~~~rii~icfJil~NSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within 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 31uurulnry aUll i\ppraisrwrulof the goods and chattels,rights and credits which were of C.HARLES V•.....T.HOMAS .late of C.i.tY.o.t.Waa.hin.gto.n ·.. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS .CENTS Cash -Metropolitan Life Insurance Company Group Policy Cash -Pittsburgh National Bank Savings Account No.17814 Cash -National Bank of Detroit,Checking Account No.343615-86 Cash -Redemption of sixteen American Express Travelers Cheques 385 shares North American Rockwell Corporation Common @ 17-1/2 1000 00 204 42 155 09 310 00 6737 50 $8407 01 1_('v "!.J t ~ g2J? Inventory and Appraisement IN THE ESTATE OF ,'.":::~/.G.RARtES ...v.T.HOMAS . -.-':>~....'-.-'"'~ ""4~••<..r·f•••..···("\.'-I,{,~\ Filed 19 . ...J I f1l t::1.. " (f!~(/)r,..,.:0 .::t:-GJc:::-:;:-cn G0 :::---t VJ".)rr-;rl"j "-f -r-.0 -'-'r-- ~o C:>-.,,~~ .0 ~~~..-...=r..J........r--~r-=t!::•en 0 ..."'-lc:::::, ~~ t~"\j ::.:::> ~~ ~ c::::-,,"- -ry "'''''.,.~,.,'"''''- p-...,. j ~Y1~~-3t Form No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961,E:FE~I~~JANUARY I,1982.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)(;J....7e_I).?) ·OFFICE OF THE REGISTER OF WILLS .'.Jj(/ill ...~T/};-,",p-~r.J7J County of , ,,WA~~;r.N:g~.q~. .,.,,~~~..q!,.~~~~~of ~C!~P.:q.,..~;i..~QP.8,. (Name)--(Addreaa) being duly ~~Q!'n .according to law,deposes and says that he is the Q.<?_~~~~~~_~_C?.~_ (Exec.,Adm.,Legatee,Etc.) of the estate of_..Q~~§y~~:gQ~~. ,whose last residence was }g5....k~Q!'::~_g __AY.:~!'::y_~.._ (No.)(Street) ____.W~~~_:!_.~g~~P:....deceased,and that the whole of the estate of said decedent,who died _E_~Q~~~~'I-J~.L.:}.970 (CitY,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate NONE Personal Property Cash-Metro'Ooli tan Life Insurance Company Group Policy Cash-Pi ttsbU1"9DNational Bank Savin~s Account No.17814 (lA~h _1'ifAtin7'lAl Bank of DetI'oit.Checkins:Account No. -.".. 31J.36l5-86 Cash -Redemption of sixteen American Express Travelers ~,Cheaues 18~shares North American Rockwell Corporation -I \ • ..\ '.-I... Estimated Value lOOO.OQ .; l .~.,...~,._-r .$,;.8407.,01 \.=').,..J. ....,:J ,~ I .•••.;.~-"--).!... -,,~.~'J ,-•~.' 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 mstitution 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... ~----------------~----_..---_.._--------- Jointly Held Property Estimated Value .:..~.-......-.,..-,.NONE - [.~...i .~ ..;-..,, .-..,. -c..."" - Transfel's within TWO YEARS Prior to Death NONE 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 .....~...:..).~.,RELATIONSHIP ,':SURVIVED AGE ,OF LIFE ~'"'.R ~.,. BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR UirTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent or otherwise,in estate.)are:involved,set "OR NO -AT DEATHrOF .:IN ESTATE:>,~ forth this fact.)DECEDENT Victor c.Thomas .Son ..~Ye's ,l'/~-" WaahinlZton.Pennsvlvania .-" .T~mA!CI n,-!CI Son _VA!CI 1/';5..,..........-."',-,J '-'..-,.. -~cson,Arizona Roy V.Thomas Son Yes .•J ':.J1/~5 Sarasota,Florida .'••<~,:)v.:..,\,.'j'-'--, Robe.rt D.Thomas'Son Yes -l/l~ ~~--.,-' Washinl2:ton~Penns:vlvania Charles W.Thona s Son Yes 1/5 Washington,Pennsylvania Sally T.Church Dau~htera VA!:t 1/~ "Tucson.A1";.,."".....'" n.l n""i ~T.n.;1 ann n!-,.t:A1"VAa 1/~...., Tucson.Arizona - RESIDENT DECEDENT•-.jp • DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided observe notations thereon and instructions,, DEBT OR CLAIM .~.....NATURE OF SAME AMOUNT THIS COLUMN iKEGISTER ONLY William G.Neal Funeral expenses paid $1600 48 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Estimated Administration Expenses •100 OC wm.c.Porter Counsel fees •1..t20 od James c.Thomas and Rov Va Thomas Fiduciary commission •420 OC I OTHER DEBTS AND CLAIMS (.)See Note below • '. : .,,... r " ,. , .. Total 2540 4~ Tue son Arizona 85713.............,. (City or Town and State) ....9.~7.~.~~..P9.c;9.~~J?P ..v~~.~~. (Street Number) Subscribed and sworn to before me this !.~.~. ........................day of ,19.7.0 ~-I:. ~~'-~(L~"z--~Y-7f Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commissio oj·debt is greater 01'less than the estimated amount claimed and allowed. Having been duly sw<:,rn a~'ding to law,I that the above appraisement is made in conformity with law on this................q::/~day of ..~.-fcS~,a,....~~::-<~~~,19.?<:l ......~..j :;;e ~~..~_...~~.~.'~"7'"".~.ApprRlser ""- In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to collateral he'·0 the decedent a er the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF~HTER 0 WILLS. I,the undersigned duly elected Register of Wills in and for ...........C nty,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amoun aimed by deponent,ex as to those items where a greater or lesser amount :::d~o~t.h in the st column to the ri t in S~~~~?;;~';hiCh greater or I~S..~..~[;/;;;;«/~~~'.... Register of Wills --e::::;, ~ l Form No.RCC-62 (7-69) WillAdministration }No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF CHARLES V.THOMAS Deceased Late of WASI:IlNG~O.:ij . County of ....~~nJQ'rON:..:..j ..~..... cnflJ::J;::e::::;,~i.......G:>c:::__ Commonwealthjf!;~@sYlva*r-.:'" o r>-;'n,~ -;.......:--r,.)~.'.o --'r-c::>t'J REPO@ ~~P APPRAI~-a ..".j",.:::::::..- .:~.::t;.::rr---0 r-.«::b.<n O c::::>l'V-. WM.C.PORTER,ESQ.-- 307 Washington Trust Bldg. Washington,Pennsylvania 15301 ",. ;"';' v. ..~ t~... ..... "\ L., t-..:.., ·'"~·C~\·· · I .-.'- ~:', ·. C' R CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT JAMES C.THO~1AS (Executor ~~. " IN YOUR REPLY PLEA.E REFER TO 38-43-3 j In Re:Estate of C_HA_R.,;..L_E_s_V_.~T.:..H:.::..O.:.:MA......;.:.S__"__-- ____W_A_S~H~I=NG.;;.,.T;;:;..O~N:.:.._County - FHe No.63-70-129 Dear Mr.Thomas: You are hereby notified that the original appraisement in the estate of .Charles'V.Thorna~ has been filed in the office of .the Register of Wills qfashington County onSepj:ember 21 ,19.10.Said appraisement reflects the following valuations: Real Estate _--'-_ Personal Property ~8~,4~O~7~.~QuJ~--- Transfers ---,,.--..,..-_--'-__ Tota1 _.......-____"_.,..__....;..~8~•.:I4.!i!.9.L7.L.~Ol..·_~ 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 a~appraisement may appeal therefrom as provided by law. Dat e _~S~e~p~t~e~m!IJb~e§i:.,rL-,..2...J......·...,_J......9;;z..7.wO"-L.-__ , Signed '~) Title _lv_'•_R_"_C:...:HA.:....:.::..NE:.:.::;..::.Y.:z...-;=::s:.;,l:......A:.::P:....:P~RA~I~R ~ DATE OF DEATH:February 1,1970 Note:This is not a bill. <• "·_tRCC-39 (5-6~) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of THOMAS, (Last Name) CHARLES (First Name) v. (Initial) SUMMARY DATE OF DEATH_2_--=1~-_7.:-.0,-----_FILENO.63-70-129 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". Dated:__~9"-=-::J2,,-,,1k.:-~7wO>!..-_ 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.;";)~.q 6~oJ __~. Dated:9-21-70 ~/r'J--"~ REGISTER OF WILLS :'..• 2 540 48 5,866 53 8 407 01 8 407 01 8.407 01 2 540 48 5,866 53 VALUE AS REPORTED VALUE AS APPRAISED VA'LUE AS REAPPRAISED I $$$8 407 01 ------+--- 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 COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on $-+-__~ Tax on $.C;Rhh .C:;~6%, Tax on $5% nxoo$lK Tax on $15% Exemptions * Total Estate 1--_ TOTAL TAX $-----__=4-~ $~3-":!.51~9{..::.9~ $-------4-- $-------4-- $-------4-- $-----_--1._- Paid In Full (7-27-70) (*)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 $t= Add interest at rate of 6%from _____to $------ AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $.....Jl- BALANCE DUE $----~I--- Add interest at rate of 6%from t= ------Ito-----$------1 TOTAL TAX BALANCE $-------lPAID$.....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.Admlmstration IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF .CHARLES ..Y ...THOMAS Deceased Late of County of WASHINGTON WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL . I 1 - ~ Fonn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS.•.•'. ...HARRISBURG.PENNA.17 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .s...~..p.t...~mp.~r.Zl..,l.Q.7.9.. COUlIi''l'y·W~.~J~:.~.P.:g!.9...~. 63-70-129FILENO .. Whereas,G.h.~.:r.1.~.~.Y.!r.h.Q.~~.~late of ~r.~.~.J:l:.~.~g~.~.~. in the County of Washingt.o.n Commonwealth of Pennsylvania,having died on the .1.S.t day of F..~.1:?.:r.:g.~.:r.y 19 7..9..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.R.Chane.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. Description of Asset PERSONALTY: See COny of annraisement filed •Total Unit Values $ AppraisementMadeforInheritance Tax Purpoles 8.407 01 8.407 01 i--------------------------------------t-----ft-----t--- I=====================================:::::::I!I======= lvASHINGTON County -. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CHARLES V •....1'BQ}1A8.. Deceased. Late of WASHINGTON Date of Death,..~~p.~F~.:r.y ..JL.J.~.?.9.... Appraisement Docket Vol.,3.8 .. Page,4..~.:I No §..~.:.'!.9.::.+.:?~. Filed in Register's Office,....s..~P.~..~.....~:L..J9.'!.9.. Amount of tax due $J ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal jt-om Appraisement,.. Entered and charged,. "".,J ,' ',' - I ~' -'