HomeMy WebLinkAboutOC1970-0463 - ESTATE OF LAMOTTEIl'~WITNESS WHEREOF,I have se~my hand and seal,to this my
and mixed,of whatsoever kind or nature and wheresoever the same shall be
LA MOTTE,sole Executrix of this my Last Will and Testament,who may
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hereby revoking and.:.._making void all former Wills by me at any time heretofore
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GLENNA
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LAST WILL AND TESTAMENT
SECOND:-I do nominate,constitute,and appoint my wife,
.FIRST:-I give,devise and bequeath unto my beloved wife,
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GLENNA
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L.LA MOTTE,her heirs and assigns forever,all my property,real,persona),
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!1Ii'II;..I!Ii I,JACK M.LA MOTTE,of 1534 Broad Street,Library,~/I;Pennsylvania,being of sound mind,memory an//d upderstanding and 'with aII I
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!I disposing heart,do hereby make and publish this,my Last Will and Testamen~,
\1JI'lI!IIIt made.II
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!IIIIiII at the time of my death.
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IIIi"jin L.I'IIII serve without bond.
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il .'p THIRD:-Should my Wlfe,GLENNA L.LA MOTTE,predecease me,d
II I then give,devise and bequeath to llly children,JON,SHARON,CAROL Y.,
II and LAWRENCE M.,their respective heirs and assigns in equal shares,all
II =y property,real,personal and mixed of whatsoever kind or nature and
Ii wheresoever the same shall be at the time of my death.Should any child be
II born subsequent to the execution of this Will,each child shall share equally
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!\with the above named children.
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I FOURTH:-1£any legatee or devisee shall die simultaneously with!II•I
.\me or under such circumstances as to render it'diffic~lt or impossible to dete~-
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11 mine who predeceased the other,I hereby declare that I shall be deemed to
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11 have survived such legatee or devisee and that this Will and all its provisionsII
II .II shall be construed upon that assumption and basis.Ii
II FIFTH:-Should my wife predecease me or die in a cornman disaste1,
\iit is my desire that iny thildren be placed in the Soldiers and Sailors Horne in
,IIIli X .Oh·h h .1\ema,10,were tey may recelve proper care.
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!Last Will and Testament,consisting of two pages,to which I have affixed my
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day of
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,One thousand nine hundred
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tj/CZ((d ,71f:!f!!lll'_(SEAL):
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SIGNED,SEALED,PUBUSHED AND DECLARED,By JACK .M LA
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II '7.f)II signature this _},-d'
Iiil and sixty-three (1963).
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IIIMOTTE,the Testator above named,as and for his Last Will and Testament,
dII in our presence and we,in his presence.'at his request and in the presence
!i of each other,have hereunto subscribed our names ;:l s attesting witnesses.
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~orm~():.I!-CC.62 (2-641 THIS FORM REQmRED IN ALL ESTATES WITH GROSS AS,SETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNgis,11161.-.)
EFFECTIVE JANUARY 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)/L./'"5&3-70~T~a•OFFfCE -OF THE REGISTER OF-WILLS -.-'
,..-'WashingtonCountyof .
~~~~~?'.:-::.~Gl;~9~~~'.-.~:.-of1\·.];>.·..~~~.$p.:t:ing<;l~.l~.R9fL.Q,..~.ight'y'.lfp.u.:r:.:..
(Name)t:;he __'(Address)Pennsylvania 15330
b ' d I sworn"-'d"::I 'd -d h'~,...,h'Executrix'--eing u y . .._..accor 109 to aw,eposes an says t at -{__IS t e .._._.. . . .-------------_
,(Exec.•Adm,.Legatee.Etc.)-.
of the estate of__!-~_~~_~~_._!::~~?-~~=__---.---._----------.-whose last residence was .~~_Q!#..!_'.._§P.!-:.t!..lg9~J)~__~Q~st _
(No.)(Street
~~_~_~!X~_!~_:::.!!:'_~~_.._~~_~_~_Q .deceased,and that the whole of the estate of sa~a decedent,who di~d ..J.t:l~~__?-L_l~_6_9.._
(City,Borough or Township)(Date)
consisted of:
.-.,,'1".J ':'::',;..~:..~-""REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANGES YPON:EACHJ>A~CEL AT .DEATH 8F,:):>ECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR·TENANCY BY ENTIRETIES,GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS,
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Real Estate Estimated
Value
1.See I'Jointly Held Property"-
2.Cemetery plot (solely for family use)at Reynoldsburg Ohio -burial -0-
privileges only.
,
.--,,
.-::.,-,..•.--.
Personal Property
1.Per sonal clothing and jewelry $200.
2.Automobile -1969 foldsmobile Station Wagon 2,500.~
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Series "Ell Bonds payable to the following-named payees or decedent:
3._:"'Sharon K.:.-.
LaMotte -issued Jan.1965 -#Q2072188546E ,"22.
~,
4.Carol Y.LaMotte -issued April,1965 -#Q2072188580E .22.
5.Jon M.LaMotte -issued May,1964 -#Q20 19223171E 23.
6.Lawrence M.LaMotte -issued April,1966 -#Q2119229905E 21.
7.Glenna L.LaMotte -issued July,1966 -#C464828587E 82.
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
Value
1.House and lot -Bower Hill Road,North Strabane T .,Washin ton Cotuit
.
-0-
Pennsylvania (Post office addres s:R.D.#1,?pringdale Road,Eighty Four,
Pennsylvania 15330),Washington County Deed Book Vol.1264,page 189,_
owner as tenant by th~~ntirety with Glenna L.LaMotte,wife,residin at
above addres s.
2..Household furniture and effects located at above residence with Glenna L;-0-
LaMotte,wife,, 1
-0-3.Business inte.rest:LaMotte Reporting IService,held with Glen~j""L.l=---:..::.=-------.:=.:=-==:......==--=------------1------=-----
LaMotte,wife_.Continued
Transfers 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 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 RELATIONSHIP OF JOINT
IN NAME OR NAMES OF HOLDERS TO DECEDENT
Western Pennsylvania National Bank -Jack M.LaMotte and Glenna Souses
c/o Clark Building Office,Pittsburgh,L.LaMotte
Pennsylvania 15222
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 qR NO AT DEATH OF IN ESTATE
-forth this fact.),DECEDENT
lenna L ..LaMotte,R.D.#1 Spous,e Yes -- -Sole testamentary--
pringdale Road,Eighty Four,beneficiary
,~'"--..~-Pennsylvania 15330 ---,-.
,~~_.- --<
.--.~;:0.,.-~.-,,-
-,.-,,
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--~---._._.
Report and Appraisal Re:Estate of Jack M.LaMotte
"Jointly Held Propertylt Continued
4.Cash in Western Pennsylvania National Bank,
McKeesport,Pennsylvania,#M37-6-645176
held with wife,Glenna L.LaMotte as tenants
by the entireties.
--------------,-,j--f
Estimated Value
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RESIDENT DECEDENT..,,DEBTS AND DEDUCTIONS CLAIMED
"'_.'I....
·NOTE·List first five items in the spaces so provided,observe notations thereon,and instructions
Funeral home,florist,cemetel'4'YF'uneral expenses paid
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Tucker Burke Campbell &ArE n~~u~ferfees*
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AMOUNT THIS COLUMN
iKEGISTER ONLY
$1,946 -$
V V
1,500
4,000 -
NATURE OF SAMEDEBTORCLAIM
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
Gimbel1 s Merchandise -Bill on 6/10/60 1,004 -
Kaufmann's 'I II 6/16/69 318 -
Joseph Horne Co.II II 6/13/69 325 -
Hughes &Hatcher II II 6/5/69 167 -
Penney's II 6/12/69 89 -
Sears,Roebuck,&Co.II 5/24/69 271 -
Brookline Savings &Trust Co.5/8/69 192 -
(Now Western Pennsylvania
National Bank)#324370 ,
W.H.Kittrell,M.D.Medical Bill 110 -
1st Federal Savings &Loan 1/2 mortgage and accrued interest 13,469 -
Washington,Pennsylvania on house and lot owned by the
entireties
Real Estate Taxes in excess 33 - !
of escrow balance
Total 23,424
~L¥~.:.-'(Executor-Administrator)
..//d!...~~~.q-;;.kr.&.....£_~~b")....~i,;Z-~;;,;,(8;···
SUbscrib~~and ;worn to before me this ~.
.......~:'..:('t.'!)-.':d'lI,yof ...4-.~~.,19.79
.,'I ~_.~~,/?~~........\~~.
,,I .HOilE P.HALLlCK,Notary Public
Pittsburgh,Allegheny County,PI.
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.
My tJn,r:Hsslcn EXl'ir~S on May 8,1911
Having been duly sworn according to law,hereby certify that the above appraisement is made in conformity with law on this
........"........".~.4.~.day of "......."1":"·D·....'19.L;/.·(\_>
......1/'b:...W~~~···-~~~r·····
In the event that any future interest in this estate is transfelTed 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'inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for...W.~.~.....County,Pennsylvania,do respectfully
report that I havo allow'"d.b"and d"'udion'in tho amoun""aim'"by d.pon.nt,'~'Pt.,~too se items where a greater or lesser amount
is set forth in the last column to the right in said schedule above,which greater or lesser am?rep sents the sum allowed as a deduction.
Dated:t..-:-:.2.~~~.~........................~~~.!?!.~0..
Register of Wills
Form No.RCC·62 (2·64)
Will
Administration INo..'-:ldt3...Year".76
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)},MATTER OF THE APPRAISEMENT
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OF THE
ESTATE OF
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JACK M.LA MOTTE
Deceased
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Late of".
County of Washington..............................
C()~onw_ealthof Pennsylvania
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REPOR~~ND APP~ISA~t(~;-n ?-}>,",...
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RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
GLENNA LA HOTTE
(Executor ~)
IN YOUR REPLY PLEA.E
REFER TO
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In Re:Estate of__---=J:;.;:a:::..;:c~k~H::.:!.~L..::a'__.:.:M~o~t~t.;:;.e _
______-.:..:.;llJa:::::.;s::.,:h..:;:in=g..::;t,;::;.on:=-County -File No.63-70-463
Dear ttr~.La Motte,
You are hereby notified that the ~o~r~l~·g~l=·n~a~l=-__-------------
appraisement in the estate of Jack M.La Motte
has been filed in the office of the Register of Wills qf Wasb~ngt.an
County on January 26 ,19~1.Said appraisement reflects the
following valuations:
Re alEst ate _---'-_
Personal Property ~2~,~87~0~.~0~0 __
Transfers -=--=-=-="".-_
Total -..,..._,;.;:2~,~87:....!...::0,;.•.::.00~__
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.
Dat e ~J~a=.i;n~ua==ry!:..4_..::2~6:.J..__==.1.L..97J,.,1=___Signed
Title
h~~
ROSE LUONGO,APPRAISER I
ESTATE INSOLVENT
nATE OF DEATH:June 5,1969
Note:This is not a bill.
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of LaJvlotte
(Last Name)
Jack
(First Name)
M.
(lnitial)
DATE OF DEATH 6-5-69 FILE NO.63-70-463
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:__1-_2_6_-...:...7_1 _
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 a,a dedoction.0..&:-...."'"
Dated:1-26-71~k'~~-n,·C./
REGISTER OF WILLS
2,mo 00
2,fJ70 00
2':>,.L..2L..00
INSOIlVENTTE
2~mO 00
2~fJ70 00
2':>,.L..21J.00
ESTA
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$-------+--
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 -E
FOR USE OF REGISTER ONLY
Tax on $~--~
Taxon $~
Tax on $5%
Tax on $10%
Tax on $15%
~e~tioos *
Total Estate----------l---
TOTAL TAX
COMPUTATION OF TAX
$--------4---
$--------4---
$------~-
$-------+--
$--------+---
$------_--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 $----J
AMOUNT OF ESTATE TAX ASSESSED $__~_~L-
Estate tax paid $--Jl-
BALANCE DUE $--11_
Add interest at rate of 6%from t=
-------1to-----$--------1'
TOTAL TAX BALANCE $-----~PAID $.....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
'-
JACK LA NOTTE
Deceased
Late of .
County of
EIGHTY FOUR
WASHINGTON...... ..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
t
Funn RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE .............January....2.6.,......l.971.........
~EPARTMEN.T 9F ~!lVENUE :.~~~1¥
BURtAU OF COUNTY COLLECTIONS
RESIDENT INHERITANCE TAX COUNTY ...W§,.§.h.:i.J1Et..9.n.................................,...........
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO..............??:7.9.:.4..??:.......................................,
Whereas,..................................~~.~.~...~~.~....~?:....~9.~.~.~............................................................late of ..................~?:g.~~.y.....~.?~,...........................................,.........
in the County of ......................,.....................W9.-.~.h;1.ng.t.Qn .........................................................Commonwealth of Pennsylvania,having died on
the ...................................:f.~:f.~p.............................................day of ......................J.W1~............................................19..?.9....,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,ROSE LUONGO 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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
$
PERSONAL:
See CODV attached to annraisement 2.870 00
Total 2,870 00
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EST;~TE INSOLVENT
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.iJ~)Penna.
WASHINGTON County...............,..
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JACK LA MOTTE..........................
Deceased.
Late of
.......E:I;O:Hr.X f.QlJR ..
~:;a;:el~:~:h;~;~;~.9~·~·;·~~·.:::..:J·I..·······,.
Page,&.f...-::.:..t./..No §.?::7.9..-:4.~?..
Filed in Register's Office,~.~~§19 7.~
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,.
Entered and ch<Jrged,.
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