Loading...
HomeMy WebLinkAboutOC1970-0445 - ESTATE OF DEVAULTI'~.',',.-~,--~---.-,,..'./."',..../?70 ,.,',..,..,..~'..' I CqURT OF"~KtMONiLEAS I·J ·OF·W;ASHfNGTQN COUNTY,~'i--,..~:';'J -i. .PEN1~~'SYLVANIA ...,dlti5~ANS'C01Jji~T DIVISION Nd~of 1970.-_.:-.-- I' IN RE: ESTA'r12.0F CARRIE DeVAULT,Deceased. PETITION FOR.SETTLE", MENT OF?·SlVI~L.LESTATE .,;--~' ..- .."...........c:>~';;U,J>-T"n ;:;0 ,"0.G')C;:::::;>'r--":i::-(;'')-"Ii? •..-#T"'t.-_._~JO§~l?nJ?,MqS~II:Etr;rA,;E§Q.j"n,'·,., 78,_~P..Ft'Beau-Rtt~g:p...,t:',CJ:7¥, Wia~n~J:lgt()n,f>~n~y.:1VCl,Pla,JB3~F<l:.1~~'F"itil~v';~ \~"-1 .' ~\,\, " IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY.PENNA. ORPHANS'COURT DIVISION IN RE: ESTATE OF CARRIE DeVAULT.Deceased § § § § § No.t/-~f 1970. MOSCHETTA & MOSCHETTA ATTORNEYS AT LAW WASHINGTON.PA.I II PETITION FOR SETTLEMENT OF A SMALL ESTATE TO THE HONORABLE.THE JUDGE OF SAID COURT: The Petition of JESSIE LOUISE HETRICK.of 9022 St.Catherine.I Cleveland,Ohio,respectfully represents,! 1.That your petitioner.Jessie Louise Hetrick.is the surviving I daughter of Carrie DeVault.who died a resident of Fredericktown.East Bethlehem Township.Washington County.Pennsylvania.intestate.on December 7.1963.leaving to survive her as her only heir at law and person entitled to her Estate under the Intestate Laws of the Commonwealth of Pennsylvania.your petitioner.Jessie Louise Hetrick. 2.That the entire Estate of Carrie DeVault consists of a savings account in The First National Bank of Morgantown.201 High Street.Post Office Box 853.Morgantown.West Virginia.26505.Account No.28087.in the name of Leona F.H.iggins Estate.in th~amount of $751.25.representing ~proceeds as an heir of the Estate of Leona F.Higgins. 3.That no application for Letters of Administration has been made.and therefore.no Letters of Administration have been granted in the said Estate. 4.That there were no creditors of the deceased at the time of her death. ,~.,," 5.That the only creditors of the Estate of Carrie DeVault are as follows: Kisinger Funeral Home: Moschetta &Moschetta Attorneys'Fee: Administration Expenses: TOTAL EXPENSES: Said debts will be paid in full by your petitioner. $150.00 125.00 10.00 $285.00 MOSCHETTA & MOSCHETTA ATTORNEYS AT LAW WASHINGTON.PA. WHEREFORE,your Petitioner respectfully prays your Honorable Court under the authority of Section 202 of the Fiduciaries Act of 1949,as amended by the Legislature of the Commonwealth of Pennsylvania,approved November 10,1959,under the provisions of which said amendment the said provision was extended to include Estates of not over $2,500.00 in value, for an Order and Decree awarding the sum of $751.25 referred to in the within Petition to your petitioner,Jessie Louise Hetrick,for payment of the above creditors. AND SHE WILL EVER PRAY. J~sie Louise Hetrick,Petitioner STATE OF COUNTY OF § § § SS: Before me,the undersigned authority in and for the said County and State,personally appeared JESSIE LOUISE HETRICK,who first having been duly sworn according to law,deposes and says that the allegations of fact set forth in the foregoing Petition are true and correct to the best of her knowledge,information and belief. MOSCHETTA & MOSCHETTA ATTORNEYS AT LAW WASHINGTON.PA. Sworn to and subscribed before me this lL day of A--FI?/b,1970. M'Otary Public My Commission Expires: '~ANK G.NOVAK,Notary Public My''commission ~xp'jres Jan.13,19_ ':"-. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE:· ESTATE OF CARRIE DeVAULT,DECEASED § § § § § No.of 1970.--- ORDER and DECREE AND NOW,this U day of ,1970,it appearing to the Court that the entire Estate of e above named decedent consists of $751.25 representing the proceeds of a savings account with The First National Bank of Morgantown,the Prayer thereof is hereby granted and the First National Bank of Morgantown is hereby authorized and directed to pay the sum of $751.25 to the petitioner,Jessie Louise Hetrick. MOSCHETTA Be MOSCHETTA ATTORNEYS AT LAW WASHINGTON.PA. B r ~.r 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. EFFECT,IVE l~UARY1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)",,j ii"-iJ t:,...?:ld -.yV~.';~OFFICE OF THE REGISTER OF WILLS ' WashingtonCountyof : . JESSIE LOUISE HETRICK 9022 St.Catherine,Cleveland,Ohio..............................'of . (Name)(Address) b ·d I sworn d'I d d 1 h h ' h Heiremguy'accor mg to aw,eposes an sa}stat e IS t e----------------{E~ec~:Adm:._Legare;.-Etc:)--------------- CARRIE DeVAULT ,Fredericktownoftheestateof~--------.------------------------..-------,.----------._whose last residence was ·---{N~:i------------------------{S-t~et)---·------------------ _________E_!__J3_E?.thl~h.~m.__T..W.P__·deceased,and that the whole of the estate of said decedent,who died --~~S-~--(JL)}.-~-~~--- (City.Borough or Township)ate -onsisted 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 Estimated Value NONE /l/ J (b!(J/I ( Jr / /n/4.J J \L.-/)/\I '.----(11 JIJPIV t£~ V'u / / /'0- 1/- Personal Property ~Savings Account in The First National Bank of Morgantown,representi Proceeds as heir of Estate of Leona F.Higgins,Deceased.&if f-j $751.25 .''I 'll • 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 I account number and the exact name or names in which the account is registered. ------~-------------_..._---------.. Jointly Held Property NONE Transfers within TWO YEARS Prior to Death NONE Istimated 'Va!e 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX NONE THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES. RELATIONSHIP OF JOINT HOLDERS TO DECEDENT I RELATIONSHIP ,AGE OF LIFE BENEFICIARIES Aim'ADDRESSES (If step-children or SURVIVED TENANTS OR INTEREST OFDECEDENT(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 Jessie Louise Hetrick DauQ'hter VPR Rntil"Po - ,"4RESW~NT'D\CEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so p~ovided "Observe notations thereon and instructions,, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN REGISTER ONLY Kisinger Funeral Home Funeral expenses paid $150.00 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses *10 00 Moschetta &Moschetta Counsel fees *125.00 I Fiduciary commission * I OTHER DEBTS AND CLAIMS (*)See Note below ,- Total $285.00 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater or less than the estimated amount claimed and allowed. Subscribed and swom to before me this /6 . .......................,day of ...d-r:::J .,19!J() ••• ••• •.•~~.~p.(fl."FRANK G:NlivAK;Notary Publle My commission expires Jan.13,,19 .~ 't..\1 ~~,:..~CL.,,~<z-\lrIi~~.JL;~or-AamtmstratorJ Jessie Louise Hetrick",,,,'~"',,?~1 r ~.-.~.••••••••••.•••••.••.•••••..•<-••.".',,(.-'.••.••.•••••••(Stre~t Numberfi!-9022 St.Catherine;-;.:." •:~,:~,~4'Cle.v.el'md•..QhlQ ~..~r..0 . (City or Town and:s..tateX! In the event that any future interest in this estate is transfel'1'ed in possession or enjoyment to collateral 1'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 THE REGISTER I,the undersigned duly elected Register of Wills in and for~........County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depone ,,cept as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or ser amount l'sents the sum allowed as a deduction. Dated,Y;y../.~...l",?,,7.t?..~. Form No.RCC-62 (7-69) I7 Will Administration }No../I~~.Year .74. '~ IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF CARRIE DeVAULT Deceased Late of E.Bethlehm Township County of ...Washington •••••••••••••"0"·••••••••••• ...",.---- -"~--."'...... r-v e;:::, Commonweal~of Pennsylvama -y1.... _-;:0 c::'::>rrJ .::0 _ en GJ c:::::::..:r:-(f)-0 r-REPOR-T~Nb AP13RA1SAL3~f--!~~..)I I ,~ ---1 ...-t...--:--......... O'r--.....,..e,~" ......-r£4~;:U ~ o "'"=x:::>::E:i:; ~r--,.. ""Dr-"""""!>{/)o ." i .....:\.\.;:',..':;': 0"-".\'\-",>.:i"•••••••••....'~/." :"()••'1 ' , "')_•'\Jr,~[,1':."r " "~..-...-~".' ,c "..~ \., I RCc-e'(2-64) i COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ,.4 IN YOUR REPLY PLEA.E REnR TO J ,TESSIE LOUISE m~TEICK Inforrnan"!;\ In Re:Estate of ~CARR:.:;:;.:::·:.::IE:;::~;....:;,D.;;.eV.;,;;A;,;;,;U:.;;:r;:.;;:'l'_ ____-WwA~S~H-=IN::.:.:G~-T:;.:::O.:.::N-----County -File No._63_-_7_0-_44_5 Dear ~~s.Hetrick: You are hereby notified that the original appraisement in the estate of Carrje DeVault has been filed in the office of the Register of Wills Qf Washington County on May 13 ,19.2Q..Said appraisement reflects the following valuations: Real Estate _ Personal PropertY 7~5"1~.~2~5~__ Transfers ~~=--_-- Total .....7....5:.;:1~.~2""'5---- 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 deatn,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 --=.:M=a:J.y..:l=-3'-l1,~1.9..70.;..._ DATE OF DEATH:December 7,19613 Note:This is not a bill. ,. ,CC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY estate of DeVAULT, (Last Name) CARRIE (First Name) _DATE OF DEATH__12_-....:,7_--=63=--_FILE NO. (Initial) 63-70-445 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:=05L---=1=..3'--...l;-70.=:....-_ 12-07-63 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for \V'ashington 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 .Ilow,d .,•d,d.,tion.~:~t'"L ,__::-:., Dated:05-13-70 ~~....L.:::V REGISTER OF WILLS VALUE AS REAPPRAISED $-------+-_.751 25 751 25 ?~t;nn 466 25 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 -------I',t=" FOR USE OF REGISTER ONLY ~, Tax on $1.Lb6 21)~ Tax on $-+___6% Tax on $5% Tax on $10% Tax on $_15% Exemptions * Total Estate --I-__ TOTAL TAX COMPUTATION OF TAX $...L.'1-4.c!.'31=--Z_ $--------+-- $--------+-- $-------+--$-------4--- $~L--_ :i.>~..-J (*)As eVideii~d by Charitable Exemption,:Certificates issuedIbytheSecretaryofRevenue. 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 --------'C $---AMOUNT OF ESTATE TAX ASSESSED $ Estate tax paid $I BALANCE DUE $--lL-- Add interest!t rate of 6%from .Al k ?.,~to ~$/.....'7 0 $__---'8L--I~<1. TOTAL TAX BALANCE $------1. PAID $I :J-..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 Administration !No. IN THE year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF CARRIE DeVAULT Deceased I • ~I {' ~ Late of . County of FREDElUCKTOWN WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL , / ~ r------------- Fonn RCC-2 "DEPARTMENT OF REVENUE ;"BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA •RESIDENT INHERITANCE TAX APPRAISEMENT DATE M?Y :l::3.,1979.. .'COUNJTY'·:~:a..s.b.:i..n.gt..OO.................... FILE NO 9.:2 :7.9.=4.4.2 . Whereas,Q.g,;r..r..t.~.P.~.Y4.~t.late of y:r.'.~.<i.~.J::~~1<:.~C?'.vr.l.. in the County of W.9.-~h.t.!)gt.9n Commonwealth of Pennsylvania,having died on the <,:·.:··.7th!../:)day of p.~.G~mp..~.:r.19..9.3.....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~}'!..~.B:.!Q.h~.~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. PERSONALTY: Description of Asset Savings Account in the FffiST NATIONAL BANK OF MOHGANTO~m,representing Proceeds as heir of the Estate of Leona F.Higgins.deceased. Unit Values $ Appraisement Made for InheritanceTaxPurposes 751 25 1-----------------------------------------+----tIf------+---, , Total 751 25 1-------------------------~---------+-----1I1------+-- ~---------------------------------------------- W1\$B.JNG'l'QN ....County ............,....- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CARRIE DeVAULT Deceased. Late of FREDER:I:CKTQWN . Date of Death,.P..~~.E:2,Il.\:>~.r...7..L.J.,9.9.J . Appraisemel!t Docket Vol.,J.¥. Page,7i4..~..t.No §3~.7.Q~.445.. Filed in Register's OfJice,~13.,19..7.O' Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appraisement,, Appeal j,.om Appraisement,. Entered and charged,, ,. /' '. • ! p