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Home My WebLink AboutOC1970-0244 - ESTATE OF LUTESJ. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHAN'S COURT DIVISION IN RE: .. ESTATE OF: RACHEL A.LUTES,a/k/a MRS.RACHEL A.LUTES, a/k/a MRS.RACHEL LUTES, a/k/a MRS.RACHAEL A.LUTES, Deceased. PETITION FOR SETTLEMENT OF SMALL ESTATE Under Section 202 of the Fiduciaries Act of 1949 as amended,to the Honorable P.V.Marino,Judge of the said Court the petition of Dorothy Mae Townsend respectfully represents: 1.That your petitioner is the daughter of Rachel A. Lutes,a/k/a Mrs.RachelA.Lutes,a/k/a Mrs.Rachel Lutes,a/k/a Mrs.Rachael A.Lutes,who died intestate on May 5,1967 at Washington,Washington County,Pennsylvania. 2.That at the time of her death the deceased was a resident of R.D.#2,Finleyville,Washington County,pennsylvani . 3.That the deceased left her daughter,your petitione , as her only heir at law.Your petitioner resides at 618 East McMurray Road,McMurray,Washington County,Pennsylvania. 4.That your petitioner has assembled the following assets which were owned by the dececlentt before her death: REAL ESTATE: NONE PERSONAL PROPERTY: Mellon National Bank and Trust Company Savings Account No.170-32-0885 Stock Certificates:Agway,Inc. Certificate No.A-85872 Certificate No.C-30836 United States Savings Bonds Series E $376.59 415.00 Q48686243E Q333596362E Q25542663E J Cl15447317E Q262703215E Cl15447318E Q169887193E C122675795E Q153872513E L77312476E Q94400354E v Q187165594E $25.00 25.00 25.00 100.00 25.00 100.00 25.00 100.00 25.00 50.00 25.00 25.00 TOTAL: 797.07 $1,588.66 s.That your petitioner has made payment of the follow- ing expenses which arose out of treatment for the last illness of the decedent and from the funeral expenses: Walter Kennedy Funeral Home Quinet Monument -Tombstone Paul Proudfit,M.D. The Rev.Mr.Ruble Finleyville Flower Shop TOTAL: $1,102.25 140.00 14.00 25.00 23.95 $1,305.20 6.There are no other known debts of the decedent and your petitioner has advanced moneys for the payment of the bills set forth hereinabove. WHEREFORE your petitioner prays your Honorable Court to enter and decree awarding the assets of the decedent to your petitioner to reimburse her for the money advanced for the pay- ments of decedent1s bills and the balance to be paid to your petitioner as the sole surviving heir at law. BLOOM,BLOOM,ROSENBERG &BLOOM - i . COMMONWEALTH OF PENNSYLVANIA ) )SS: COUNTY OF WASHINGTON ) Personally appeared before me,the undersigned authority,DOROTHY MAE TOWNSEND,Administratrix of the Estate of Rachel A.Lutes,who,being duly sw.rn according to law,deposes and says that the facts set forth in the within Petition for Settlement of Small Estate are true and correct to the best of her knowledge,information and belief. Sworn and subscribed to before me thi~~day of m~<,1970. ROWENE EBElING.Notary Public My Commission Expires February 8,1973 Washington.Washington County,Penna. i ,... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHAN'S COURT DIVISION IN RE: ESTATE OF: RACHEL A.LUTES,a/k/a MRS.RACHEL A.LUTES, a/k/a MRS.RACHEL LUTES, a/k/a MRS.RACHEL A.LUTES, Deceased. DEC R E E AND NOW this It}day of ~,1970 upon consideration of the within Petition and upon Petition of Bloom, Bloom,Rosenberg &Bloom,attorneys for the Petitioner,it is hereby ORDERED and DECREED that Dorothy Mae Townsend be and is hereby awarded the entire assets of the decedent,Rachel A.Lutes, a/k/a Mrs.Rachel A.Lutes,a/k/a Mrs.Rachel Lutes,a/k/a Mrs. Rachael A.Lutes,as set forth in this petition to reimburse Dorothy Mae Townsend for money advanced by her to pay expenses of the decedent and as sole surviving heir at law of the said. decedent: A certified copy of this Decree should be authority for the said Dorothy Mae Townsend to reimburse,sell,transfer or otherwise dispose of the following assets owned by the decedent: Mellon National Bank and Trust Company Savings Account No.170-32-0885 Stock Certificates:Agway,Inc. Certificate No.A-85872 Certificate No.C-30836 United States Savings Bonds,Series E $376.59 415.00 Q48686243E Q333596362E e25542663E $.;.25.00 25.00 25.00 Cl1544731L7E Q262703215E Cl15447318E Q169887193E C122675795E Q153872513E L77312476E Q94400354E Q187165594E $100.00 25.00 100.00 25.00 100.00 25.00 50.00 25.00 25.00 TOTAL: BY THE COURT: $797.07 $1,305.20 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 A:z\m RELATIONSHIP OF OTHER OWNERS. 7. V 9 '6 Real Estate Estimated Value NONE , .< - Personal Property 1f'1../L ,1/7 Mellon National Bank and Trust Company,Savings acct.No.170-32-$376.5 C A .,.'~'0885 '~/""!=:t-nr,k (,~rt-;-f'';.'"TTI~~-fs 7;t,,..-~or~1_2L f 1:;;<()~ ~-.,%'~United States Savinqs Bonds,Series E )7:::J 797.0 r ",J 0I ~;2f L .;; ~J_ ,~W'l1 /V-C7 ~~i1~x1..IJ~....fAO/y1 ~ ~~DJN~V ...---j..'-~ ,./ /< , - ~~1 £j'K.t (, -.-v~'\ TO'PAfT':'Y...,..Jv..J.2 L 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 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.;r Val~....-, - (" .. " Transfers within TWO YEARS Prior to Death ., /l," That at the time of death there was no safe deposit box registered in 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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF ,HOLDERS TO DECEDENT - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST 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 DEATH OF IN ESTATE forth this fact.)DECEDENT - - -. 'j?'..."..~"1 ',···~-·11 ~r to .....(GV,~.~~~..... '.,.-, s.That your petitioner has made payment of ~fo~l .:'!' 04ft6862~!E . 03335963622 Q23S4266j*~. Cl154~7~}7'~f ~" ,02~2i()321!E 'CllSl44731BE t';••••,~(t t j f',,'C1l6~98'7l93E _. .C12267!,7?"""~il"l t.i - '-,I -l:."o'·01S~e72513B L71312476E 094400354E 0187165S94E ing expenses which aroee OUt of treatment for the last illnea.9 the deCedent and from the funeral expense., I\ I ), Paul PrCUdf1t,M.D.' The Rev.Mr.Ruble $l,lO~,~2S '140.00 ,l4~90 25.00 .......-~ " BLOoM,BLOOM,-'ROSENBERG &BLOOM . $1,305.20 There are 110 other Ic_debts of the .<leo....ntaod. ~..•~-~----..-,-,.,_.__•~..-=-",-.~-~---- 6. , WBli:RaPoRB J'OQr pet:ltioner prays YOUr HOnorable COurt l:l» ,,_... YOUr-petlHolier has a"""need IIIOneys for'the peYlllent Of the billa set forth hexeinabove. enter and decree -diQg ~.....'ta Of the decedent to J'OQr (petitioner a.the SOu ~iving heir at law, I petitioner to reilo.bu..her foil the lIIO....y advaneed for the PlI1"'.'' I'....t.of decedent'.bUJA and the hala""e to be paid to 1'OUr I I J ::I ,f~.j , DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~EGISTERONLY Walter Kennedy Funeral Ho net'uneral expenses paid $1.102 25 $ Family exemption (will not be allowed unless I )decedent died residing with a spouse or children.) Administration Expenses * {){)m 'Rlnnm i)nQ ,,-$:.'R 1 amu~sel fees *7r::..('1('1 I-Filing Fees 10 00 Fiduciary commission * I OTHER DEBTS AND CLAIMS (*)See Note below Quinet Monument tombstone 140.PO Paul Proudfit,M.D.14.DO The Rev.Mr.Ruble 25.DO Finleyville Flower Shop 23.95 I ~ I - Total ~1,390 2C B I:WE'NT DECEDENT •..Dr;BTS AND DEDUCTIONS ctAIMED I ~OTE'List first five items in the spaces so provided observe notations thereon,and instructions. Note:The estate agrees to advise the RegIster of Wills if the amount actually paid in settlement of any fee,commission 01'debt is greater 01'less than the estimated amount claimed and allowed.()~•..1 ~. Subscribed and swom to before me this.. . . . . . . . . . . . . . . . . . . . ...."'"-..{,~I-.t..I1J.....~....(EejCutotAdministrator) .......q~daYO(..2p.~..,19.1Q..6.!t r:..1!?:..~..&-:,.~/A.~'ROWENE EBElING,Notary PubUa •(Street Number).......,.....u..~..,..........'My Cum.m.iSSion .ex.pires February 8,'1973 7h t;~.JL .Was/JingtQlli Wasoington .countYL Penn>i,"(cii~II To'~;""~~iSi~t'e)".., ' " . ,.....~..~.J7,...e'Appr"is~r Having been duly sworn according to law,I do her y.certify that the above appraisement is made in conformity with law on this ........,~~.~day of ~.~?""".I::-,.~,19 . ....~/. In the event that any future interest in this estate is transfel'1'ed in possession or enjoyment to collateral I'S 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'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF TH~gISTE F WIL I,the undersigned duly elected Register of Wills in and for C.~t;...........County,Pennsylvania,do respectfully report that I 1I0wed debts and deductions in the amounts claimed by depone ,cept as to those items where a greater or lesser amount is set fort in the la t column to the right in said schedule above,which greater 0 e er amount~sentsthe sum allowed as a deduction. Dated:.~~/Z/..~...:.~~.'7f?~.. Register of Wills "1;[.~--:;;.--~ I Form No.RCC-62 (7-69) .:.....1-:-.Will i "S J-j.I~I q Administration SNo.~....7.Year .../.:JD ,- "~"...IN THE MATTER,OF THE APPRAISEMENT '~,OF THE ~ ESTATE OF Rachel A.Lutes,a/k/a Mrs. Rachel A.Lutes,a/k/a Mrs. Rachel Lutes,a/k/a Mrs ..Raci'iae'i'A::'Lutes"...De'c~~~~d"" Late of:8.....0 ....#~.I..J;;i.t)..:J.~yv;L.l,+~..... County of ..W?l.s1).j.ngt~t).. ~ Commonwealth of Pennsylvania / r- Fn o.. c:;) ~ ::J::::x::-::= -0:::r: ..c ~;o~m;;oJ.O (;"j c:~~~(,n~0,,~ ~~l fl1 <r;!fTl:-...-.{.;T-J i'-o . zo~ ."-'"0 ...~;1:.-o ~£::0;F:;;; "'Qr'""ol>(,n REPORT AND APPRAISAL .,."""'f"'i -I •J C:l •.~ .. ;;:- ~/ RCC-SI (2-64) C;OMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF.FILING OF APPRAISEMENT DOROTHY !viAE TOIJ\fNSEND IN YOUR REPLY PLEA8E REFER TO J In Re:Estate of t_ffi....,s;....._R_AC_I_-IE_L_A_._LU_T-ES----- ___~~..;.;:vA.:.:;;S.:.:H:=I=.:.NG::.;T::..:O:.:.N:.._County -File No.63-70-21.;4 Dear Mrs.Townsend: You are hereby notified that the original appraisement in the estate of }~s.Rachel A.Lutes has been filed in the office of the Register of Wills qf Washin~ton County on Junee 22 ,19 70.Said appraisement reflects the following valuations: Real Estate _--'-,........,.....,."......,.....,.---- Personal property l~,~58_8__.6_6 _ Transfers ,..--.",.."..,,,.....,...-r---- Total -....:1::,.",~5:..;:8:....8..:.•..:.6..:.6--- 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 (6%)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_2....:,:.-1-9-7-0---- DATE OF DEATH:Ivlay 5,1967 Note:This is not a bill. Cm,l.MONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY estate of LUTES_'~,__:b_1RS_'_._RJ_·'_:,C_HEL_'A__•DAT~OF DEATH_-"5::.--~5_-~67~_FILENO.63,,~o-244 (Last Name)(First Name)(Initial) 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:--;0;,;6;,.--.;,:,2.;..2---;7,...,;0.-----_ 05-05=67 REPORT OF THE REGISTER OF WILLS REGISTER OF WILLS Dated:-=-06.;::..-_2.:.;.2:;..--.!.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 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. VALUE AS REAPPRAISED $-------1--- 1.ti88 66 1.ti88 66 1 .190 20 198 46 1 ti88 66 1 ti88 66 1 ':(qn ?n 198 46 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 $1 98 1..h <::if}) Tax on $----------t--6% Tax on $5% Tax on $10% Tax on $15% Exemptions * Total Estate -4-__ TOTAL TAX COMPUTATION OF TAX $..!:I:-1..-f:t~'):..!__ $--------1-- $--------1-- $-------+-- $--------1-- $------_1....-- (*)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 ::::::::::::l==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%fro~_____to $--....J AMOUNT OF ESTATE TAX ASSESSED $--~-----4L- Estate tax paid $-Jl- BALANCE DUE $----Il- Add interest at rate of 6%from ------lto-----$-------<t=TOTAL TAX BALANCE $-------.j.PAID $-1 FOR USE OF REGISTER ONLY ADJUSTMENTS - NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for'proper reason, same should be noted below,with short explanation. Will Administration INo . IN THE ...Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF MRS.RACHEL A.LUTES Deceased Late of FINLEYVILLE........_--.._.-. County of vvASEINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ... /.:.,~ /~ Form RCC-2· UEPARTMENT OF REVENUE ,BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.J7J27 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE........JJJnf3...Z,Z,..l9..7Q. CO~NTY •..~kl~.$..mnL~t..Qn . FILE NO 93.-::.79:?4.4 .. Finl~villelateofMrsRachelALutesWhereas,.....................................~...................................!............................................................................................................................................................................... in the County of ........................ji~.:?,!l.~t.gg ............................................................................Commonwealth of Pennsylvania,having died on the .........................................2....t..h....................................day of .......................~JD............................................19~7......,seized and possessed of an estate , subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,........................Ji.~.R..~....9.h9.J1.~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. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ RERSONALTY: Mellon National Bank &Trust Co ••Savings Acct.376.59 -- Stock Certificates,Ag:;vay Inc.415.00 United States Series E Savings Bond 797.07, I I1.588.66 1,5$8 66 Total 1.588 66 I I, - form~;V~~fhb~~::l:h~Wl>lll~J~I~=:~a~o~e~~~~~~~;..b":§tIS7:~~~I Appra,·W·····Z················..···..··············..··········...............................................................N\1mber and Street)..............,,-.(3_.....................................................................,Penna.(Post Office) WASHJ.NG.'rQN County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of }1RS..MCfIEL..A~..LU.T.E$. Deceased. Late of FINLEYVILLE Date at Death,.....~y.....5..?....~.9.67............................................ Appraisemel!t Docket Vol .3tf.-,. Page,£J..~7 No ??"t..??.:~.¥:. Filed in Register's 0 ffi.ce,~.t.JI:lf3.??"19.7.c:>.. Amount at tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal t"om Appraisement,. Entered and charged, ;" ,. Form RC C·lO DEDUCTIONS ALLOWED IN / OFFICE OF THE REGISTER OF WILLS OF WAS HlNGTON COUNTY STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF $. DATE APPROVED . AND AGENT OF THE COMMONWEALTH Regi,ter of Wills,Agent ESTATE OF MARY L.BLOOMlNGSTQCMKoF Taylorstown,Washington County,Pa. :AN 4 1970FbJ1101970DATEOFFILINGAPPRAISEMENTuy•DATE OF DEATH e ruary , DATI':NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"" 197(cates Ma r.17 C ealth of Pa.......Lll n Vitrl1 ~t~t;<::t;f"<::3 Death Certifi 3 00 Apr.1 Observer-Reporter Legal AdvertisinQ'14 00 1 W~<::h;COllntv Re T.oN",l A '.<::;1"\0'14 00 ~ 7 Joseph P.Ames Appraisal I;00 21 Martin R Hallam A",..+i,...."exoenses 100 ~A 30 Censns Denartment of Com SP~'r'f"h of -1 <::4 '00 Jun 17 Register of Wills,Washington C ~untv.Paa •Court costs as .j."",11",m • j/J.I/IU J:"'rooate ot Will 15.50 C 0(1;('i1 ?00 4/8/70 One Short CertificatE 1.004i?,0170 One Cl.~-.j.r.·.L'~·i,..",+LOO 51~8/,J0 One Short CertificatE 1.00 6 17 70 FilinQ'Invento1"v 12.00 32 50 Sep'•3 John J.Hughes Attornev1s fee L 135 00 3 Mellon National Bank &Trust C<.Comoensation as Executor 1 l?A I?~ Mal.16 Robert C Gordon F ,1 o............"......coc 1 q77 AI; ~ Aor 22 Bernard Berman.M n Professional services ?I;00 30 Washington Orthopedic Associates Professional services 11;!OO I 19 00Juh10FredD.Larp'e.M D.P'r',...foc::<::i,...."",l co.,."i,..oc Aug Bloomi~f,stoc;k lOA 14.A25S.White Sons.Inscrintion on Q'rc ve marker for Marv aniCWTi i~1"Y"I Mal'16 Waltp.'r'R G'r'OSP'r'[...~-~~~18 07 1 '"16 '"West Penn Power Companv Service 7 76 Apr 22 W.P.Stine,Rent for months of iJ<'ebruarv.MarCh ~."n A .......,.i1 105 no. -'22 Wilma Hallam Se'r"u;f"p<::71;no \, 86 69Ma'i 5 I'r;:I'\Tl N~h1'r'~1 ~~<::r Servi('P. -.. ~P ......t lA ReQ'ister of Wills.Washinaton C p~FilinQ'Account 21 bo Wi'tI~~r:d q~rYi!~ll:S~~ft~i~ion ..Te statr:~x :+.t ~~me of d~~fting h~...I,-UnO PO Mav 8 i."U7'';'"~.~u.~~~..-;.;.' Duried "-~-J All securitv transactions are shown as ."",t A,..,..,...",.,+~."t . deduction for brokerage charges n the amount of $14.94 14 94 COMMONWEALTH OF PENNSYLVANIA }ss:$5,909.90 COUNTY OF WASHINGTON and Trust Company,I,Arlie W.Ott,Trust Officer,Mellon Natiopa1 Bankl HEREBY CERTIFY,THAT.TO THE BEaT OF' MY I<NOWLe:OGE AND BELIEF,THe:FOREGOING fS AJUST AND TRU I':STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSDl OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF MARY L.BLOOMINGST OC K DECUSED,AS DEDUCTIONS FOR INHERITANCE TAX PUItP08ES.ME.LLON N~IO~AL j~t~TRUST COMP, \By./../Alo ILl .CL.S.l SWORN AND Sl,lBSCFiisED IlEF~RE ME THIS 6~DAY OP'l/Trust OfficerO~oJ &:,700:.91<"r -== JOAN A.McCUNE,NOTARY PUBLIC MY COMM!SSION EXPIRES NOV.20,1977 WASHiNGTOI'J,Wr,Si-llrJGTON CO.,Pit \\ L· c-, .J (- (- \(L \.,,-- ." --\ i \- ,.. (. I. ,\ (;,.....J .-.'...-'.---.....~,........- (\ \- '.--...- (. ....__....J -...- ..."-...J.f:::)-t::)c-,r---... -..I f Tl 0 '""0 ... .::r; /'"'V ~!.1