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Home My WebLink AboutOC1970-0451 - ESTATE OF MARSHALLLJ ~,,7(J-155j ~.~~.... ". WE,JOaN M.MARSHALL and LAZELLA E.MARSHALL, his wife,of Washington Township,Fayette County, Pennsylvania,being of sound mind,memory and understanding, do make and publish this our Last Will and Testament,hereby revoling and making void any and all former Wills by us at anytime heretofore made. FIRST:-We direct that all our just debts and funeral expenses are paid as soon after our deaths as may be convenient. SECOND:-\.]e give,devise and bequeath our entire estate,real,personal or mixed,whatsoever and wheresoever situate;to each other absolutely;and upon the demise of both of us,we give,devise and bequeath our estate as above to our beloved children,namely,Ralph Charles Marshall,John M. Marshall,Jr.and Barbara Lee Matlock,they to share and share alike. THIRD:-We hereby nominate and appoint each other as executor and executrix of this our La"st Will and Testament" and upon the demise of both of us,we nomin~te and appoint John M.Marshall,Jr.,as executor of this our Last Will and Testament,he to serve without any Bond. IN WITNESS WHEREOF,WE,JOHN M.}~RSHALL and LAZELLA E.MARSHALL,testator and testatrbc above named~have hereunto subscribed our names and affixed our seals this r)/;JI-day of July,in the year nineteen hundred and sixty-four.(1964) ------------------------~~~"-,--._...- '"..'... Signed,sealed,published and de~lared by the above named,JOHN M.MARSHALL and LAZELLA lE.MARSHALL,his wife,as and for their Last Will and TestalliI'lent in the presence of us,who have hereunto subscribed our names at their request .as witnesses thereto in tme presence of the said testator and testatrix and of each other. i\ffibuutt (@f 1Exrrutnr ®r i\bmtutstratnr ~tutt nf 'tuusyluuttiu { <:!!nuuty nf lIus4iugtnu }ss: P II b f th d · d th't Notar l1 Pub lic .d f 'dersonay e ore me,e un erslgne au orl y,a .~;;I..•••••••••••••_••••••••_••III an or sal County and State,appeared ~!:f!:.~.~.?~.t3 §.lJ~!:.?:.~g}.L who,being duly sworn according to law,deposes and says that a he·is the executor or administrator of the es- tate of !.q.~.r:.!!:.:!!.~~.~~.f!:}.L ,deceased,that the foregoing schedules constitute a 1 t · t d . t f th 1 d 1 t t f·John M.Mars ha l lcompe e Illven ory an appralsemen 0 e rea an persona es a eo , deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each 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 Administrator. Sworn and subscribed befo-re me this ...;<..za....}+~'-----rJ~J)/7 /// f .May.Ih.70 ~..0./LJ.cZ-k~~. AOj/.~~.~..~..............'//.J Executor-A1Illt'l.i-m~'7Jufj!IlG~1;~~~NSTRUCTIONS 1.An 'inventory must be filed within three months after appointment of personal r,epresentative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2RCRI~34,Under $10,000;1 Original and 2 Oopies 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 3Juututnry UtW 1\ppruistuttut .of the goods and chattels,rights and credits which John M.Marshall Twilight Borough3wereof.late of .. Washington County,Pa.,taken and made in conformity with the above affidavit. J DOLLARS A 6/l47th interest in 72 acres of vacant land situate in West Deer Township3 AlZegheny County,Pennsylvania $l,800.00 Savings Account,Pittsburgh Steel A~nport Employees Federal Credit Union,.$Z,200.58 1966 Corvair,$l,500.00 $4,500.58 CENTS ~[ ...... ~;:l ~......~C)z '";:l ~"Vd "00 N01DN1HS'Q'M ;:'".... ~~C"'lSlllM~IO l:!J lSI~3U ~~~trl ~ON Iln'i',~"'":1"'''ntl .;:l ~~ !::..~:) trl l:l...c:n ':5~""i ::t..~l:l ~~1'":;""i ~8e A~~,l 01..t'Jl trl ~9£01 tlV ;;;.~~~~l:l '"::1 N ;:l'(]'J "1 ...N .................. ,I \j) t1i._4 I Fonn No,RCC-62 (12-66)THIS FORM REQUIR~b IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000.UNDER SECTION 701 OF ACT OF JUNE 18,1981,J EFFECTIVE JANUARY 1.1982.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) -'--'""':- .., OFFICE OF THE REGISTER OF WILLS r-lashingtonCountyof . Lazella E.Marshall CharZeroi,Pennsylvania,..............................'of . (Name)(Addre88) swornbeingduly ~.according to law,deposes and says that he is the EXE_a.U_taX'_ (Exec"Adm.,Legatee,Etc.) John M.Marshall ..Twilight Borough,Washingtonoftheestateof>•._whose last reSidence was ----(N~T--"(foun:ty-~----Ts-t~~et)------Pc£:---------- ___________________________________________________.deceased,and that the whole of the estate of said decedent,who died Q!:_~..},g_J J~_~e (City,Borough or Township).(Date) consisted of: REAL PROPERTY REAL PROPERTY IN Pf;NNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN<l:ES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHlP OF OTHER OWNERS... .. Real Estate 4/l47th interest in 72 acres of vacant land situate in West Deer Township,Allegheny County,Pennsylvania, Personal Properly Estimated Value ~t,800.00 Savings Account,Pittsburgh Steel Allenport EmpZoy~e:e:s ~[k~~~~~ Federal Cred1"t Onion, --l-9-e-6-c-o-r-v-a-1,,-'r--------------------------+-l-,-5-0-0-·-.-0-0-+-~ NOTE:You ma.y 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 regis~ered.'. .-----~~---~.~----------------------------------------------------..... Jointly Held Property None Transfers within TWO YEARS Prior to Death None Estimated Value ~..,..-,~,. That at the time of death there was no safe deposit box registered ih 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 THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES RELATIONSHIP OF JOINT HOLDERS TO DECEDENT 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,contingentor otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT LazeZZa E.MarshaZZ Widow Yes - - . ~SIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE~stfirst five items in the'sp~ces so provided,observe notations thereon,and instructions. Funeral expenses paidHowardMaCrory, r---~__-=D:..:E=.::B::..:T=--=O...::.R:........=.C=LA=IM=---.N=:::..::..::A:..::.T-=U...::.R:..::.E=--=-O.::...F-,S.:.:A.::...'M:..=.=E ,------=.c:A.::...M::...:O:.....:U.:.:N-'T=r-----tRTHIS COLUMN.ltEGISTER ONLY $985.00 $ Lazella E.MarshalZ, Family exemption (will not be allowed unless decedent died residing with a spouse or children.) l,OOO.OO Russell Marino "J.R.Rygiel. Administration Expenses * Counsel fees * 35.00 250.00 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Jefferson Memorial Park,Grave Services, Rev.Trimble,Professional Serviaes, MaKeesport,Advertising, Howard w.McCrory,Burial CZothing, Jefferson MemoPial Park,Grave Marker, Dr.M.V.Miaklos,Professional services, Dr.Gregg,et al.,~ediaal Services, Ford,Gracoline &Assoa.,Medical Services, Dr.Rosser,Medical Services, Dr.James A.Davis,Mediaal Serviaes, Dr.Challinor,Medical Services, Dr.Itzkowitz,Mediaal Serviaes, Margaret E.Tirpak,Notary fees, l75.00 lO.OO 9.50 l08.60 3 "l"5.00 50.00 265.00 50.00 35.00 l25.00 60.00 36.68 3.00 Total .)3.5l2.78 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this . .....;<:?~day of {~qy',19.?9 ~li;~X;:;~:Z~ ~.d~.~~7?~b.~'27 (Executor-A~fJf!'t !f.=P ~.~~..~.?:X:..~~.~'". (Street Number) Char"le:roi,Pa., (City or Town and State) Having been duly sworn·according to law,I do here y certify th the above appraisement is made in conformity with law on this................;;::2~..dayof ~..~9 .~~'"4-:...·~..~-fr.f'.."~;,\lser In the event that any future interest in this estate is transfel'red in possession 01'enjoyment to colla eral heirs of the decedent after the expiration of any estate for life 01'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. County,Pennsylvania,do respectfully xcept as to e items where a greater or lesser amount e esents the sum allo~~a deduction. .................................~~~ Register of Wills REPORT OF TH,YfGISTE I,the undersigned duly elected Register of Wills in and f~~.<!'.~.1"'."",.~.~.:-:<.~'tI'::.t?'"7.'~~ report that I have allowed debts and deductions in the amounts claimed by depon is set forth in th~t column to the right in said schedule above,which greater 0 Dated:....~..~;z..../,fZC;;.. , 'i }" Fonn No.RCC-62 (12-66) Will...tAdmInistration)No Year . IN THE - MATTER OF THE APPRAISEMENT OF THE ESTATE OF 'John M.MarshaZZ ............................................................................ Deceased Late of ..T.UJ-t.~i:g.h.t.!3.Q;rp.l-HJr-. County of Washington............................................................ Commonwealth of Pennsylvania-..::;'"'\'~ .f.~ c::::> <_0 -..J c=-::::::;0;;::::a.Pl _.._.•_'. REPORr:ANa APPRA.IsfAL ;;~~.~.':f-r ~ ~~~~:1 C:r ~-r:._.~ g :E ~~ f-~"..-0'0!>en R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT LAZELLA E.MARSHALL (Executor m~· IN YOUR REPLY PLEA.IE REP'IER TO 38-68-5 J In Re:Estate of JOHN M.MARSHALL lvASHINGTON County -File No.63-70-455 Dear Mrs.Marshall: You are hereby notified that the original appraisement in the estate of JohnM.Marsha11··... has been filed in the office of the Register of Wills qf Washington County on August 27 ,19.7.0.Said appraiseIl\ent reflects the following valuations: Real Estate~~~1~~,~8~0~Q~.~OuO~ Personal Property ~24,w7~0~0~.~5~8--· Transfers ----:---=-=...",...,.~- Tota1 -..,.---..;._-=4!...1,1-lI5o!.lQol.lO~.....5.L.!8i.l.- As to such tax that is paid within three m6nths·fromdate of death,a five (5%)percent discount is al).owable.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 --.:A=u=.cgu=s~t--=2...!-7-J-,_l~9.L7~0 _ DATE OF DEATH:October 30,19666 Note:This is not obi". RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of MARSHALL,JOHN (Last Name)(First Name) M. (Ini tial) SUMMARY DATE OF DEATH 10-30-66 FILE NO.63-70-455 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:--=:8=---~2~7~-____!7~0~_ 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./J,/J /J ,c::7l-./',......J ~_............ Dated:8-27-70 ~/J?e"v ~ REGISTER OF WILLS 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 987 80 987 80 VALUE AS REAPPRAISED $-------+--- FOR USE OF REGISTER ONLY Tax on $-------=-=---l~_::__ Tax on $9 Tax on $-----------l-- Tax on $-----------l~ Tax on $-----------l~- Exemptions========t===Total Estate ---I-__ TOTAL TAX 10% 15% * COMPUTATION OF TAX $------~--$1r......QL.-.+...J.7...!L-h $L, $-------+-- $------~-- $-----_--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 :::::::::::::t=== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from _____to $------ AMOUNT OF ESTATE TAX ASSESSED $-------11- Estate tax paid $---'l- BALANCE DUE $~I___ Add interest at rate of 6%from ------Ito-----$--------It=TOTAL TAX BALANCE $---------l. 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 t...No.AdminIstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF eJOHN M.MARSHALL Deceased " Late of . County of TWILIGHT BOROUGH .lfvASHINGTON ~....-, Commonwealth of Pennsylvania REPORT AND APPRAISAL -' .' " .f ".,, -J, ~ Fonn RCC-2 ...D~PARTMENTOF REVENUE •• ......to' BUREAU OF COUNTY COLLECTIONS HilRRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA "RESIDENT INHERITANCE TAX APPRAISEMENT DATE A~g~~..:t:.?.7...1..!..~.'1..Q . COUNTY w.:~.~.b.J.P.:.gt..Q.!l.. FILE NO...§.~.:..7..9..:.4..?..?.. Whereas,J..Q.b.n M;.~M~r..~.b.~.+..+.late of r.~~J::.~.gh.~~~!..~.P.:.g.~. in the County of W~.~.~.~.~g~.~.~Commonwealth of Pennsylvania,having died on the 3.0 th..,day of 9..9..~.Q.P.~.:r 19.J;.§,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,,W..~..R.~Q.b.~.~~.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 REALTY: Unit Values $ Appraisement Made for InherilanceTaxPurposes ~Afl!~nnv ('}f annrai'" r&T.TY' [I.filed 1 800 00 See CODY of aDDraisement filed ., .- '.'.,,",~ r ,... .~"'...- I ,:'". ';"'"'..,.~.- - -"'> '. 2.700 58 4.500 58 I .....WA$J.:JJNQ'I'()N,.....-,- County ;;:) .), ..., RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOHN M.MARSHALL Deceased. Late of -, TWILIGHI-TWP. Date of Death,.....9..t;.~.~:t'..'a..:r.....}O.1966.....,. Appraisement Docket Vol.38,. Page,§.f3.~.~No.§.~.~.?9..~4.~..?... Filed in Register's Office,i\.Ugu.$.t......Z..7.,19.7.0. Amount of tax due,.1J . DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,. ,- '-' ~ .;; ~J .;:. .: -.. (,) ;.) "'J , " :) " ....~ ~...~"'.oJ- Entered and charged,.. .~ .., ,,