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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 , I hereby revoking and.:.._making void all former Wills by me at any time heretofore I GLENNA Ii LAST WILL AND TESTAMENT SECOND:-I do nominate,constitute,and appoint my wife, .FIRST:-I give,devise and bequeath unto my beloved wife, 1 I I GLENNA I L.LA MOTTE,her heirs and assigns forever,all my property,real,persona), Iii IIII !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 Ii i !I disposing heart,do hereby make and publish this,my Last Will and Testamen~, \1JI'lI!IIIt made.II 1\Ii il II !IIIIiII at the time of my death. III'il IIIi"jin L.I'IIII serve without bond. I, 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 II !\with the above named children. 'I 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~- I!. i!'i 11 mine who predeceased the other,I hereby declare that I shall be deemed to \.II 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. i\'ILiI 1\ !Last Will and Testament,consisting of two pages,to which I have affixed my IIi IIiI iJIi'I:t .1 ,,'.;. ",. day of I 1 ,One thousand nine hundred I!I tj/CZ((d ,71f:!f!!lll'_(SEAL): II SIGNED,SEALED,PUBUSHED AND DECLARED,By JACK .M LA ."I' !III!, II '7.f)II signature this _},-d' Iiil and sixty-three (1963). IilIi IiIIIIil .IIp II 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. 'IIIII II I!II II II III: II I, III' IIj! IIII IIII II Ii II IIII IiII IIL II II!I!I!IIIIIII III!'IIi 11IIilIII! IiII II'JII,I "IiIi~: ~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, .I .~ 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.~ I 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.,.-~.-,,- -,.-,, G S ~.... --~---._._. 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 -0- 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* •.• 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 \ I "\ "') , I )},MATTER OF THE APPRAISEMENT ., :., , I , I ,IN THE OF THE ESTATE OF .J .....:V"'~'"-,' /- " "/'-/'-.....,,~., '"..J /•~v;,\. "I.'-I,\,,\ If,f (," \I \'1\ JACK M.LA MOTTE Deceased l) Late of". County of Washington.............................. C()~onw_ealthof Pennsylvania d rd r~ ~ ~,"'\ :--:._-~ , REPOR~~ND APP~ISA~t(~;-n ?-}>,",... ~,,'").~~~,':';-'1'~:~'J~;.-,.....~- ,..""'):-v~r ~{~!~.r "-':' ~,._-•.1 .-..a '-_<,:".J ---::'"fi -.~. /) g :;2 ;...tJ r :~ "'U I''0>-Gl*">. (,:11 ~~ ~ • •0 I I 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 J 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 c-C ~ EST;~TE INSOLVENT .."~... '0' .. .v', I, ,- " ...., ," .. ,. .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,. • ~ •