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Home My WebLink AboutOC1970-0467 - ESTATE OF CALDWELL'..,.f .".WILL I direct my Executrix hereinafter name~to pay all my just debts All the rest,residue and remainder oLmy estate,real,personal2. Signed,sealed,published and declared,by ~fue Testator,WILLIM~M. Witness my hand and seal this Lt/!day of lllictober,1952. 1. .<.' <---~-,--_._---••_._-_.~- ~IIIiIIIIII If If 11j}·11Ii I,WILLIAM M.CALDWELL,of Cross Creek Tmv:lnship,Washington <COunt:JT, 11 11 Pennsylvania,do make and publish this my last Will ;and Testament hereby revokiP.gIi.. -II and annulling any and all wills by me at any time he;;Q"etofore made. iI'II. II.',II and funeral expenses as soon after my decease as comlrenient. II,)1IfIiI,!l ,.".il and ffiJ.Xed,I give,devise and bequeath to my wife,Harzel Be Caldwell,to be "Ii <h ."11 hers absolutely. <••I!II'<.I hereby nominate,constitute and appoint mw wife,Hazel B.Caldwell, II Executrix of this my last Will and Testament• IiII lj II,IIjj' II!IIiII,IIi 11·n CALDVffiLL,to be his last Will and Testament in the presence of us,who at his ".H • JI'request,in his presence and in the presence of each (J"',:;rther,have hereunto set ·I IIII out names as subscribing witnesses 0 IIIiII F!Ih IIIIIiIi IIIi II IIIiIIl.II \.II .III~:_-------------------- ·~;3-7()-1-(,7 i\ffi~auit (@f iExrrutnr (@r i\~mini1itratnr ~IUlt of 'ruusgluuuiu,t 55: O1ouuly of 1Ius111Uglou \ P all b f h d .d·h'Notary Public .d f 'dersony e ore me,t .e un erslgne aut onty,a ;1ll an or Sal County and State,appeared J!?~.!?..!.;..~.::g.~:!.g~.~J.J who,~ing duly sworn according to law,deposes and says that S he is the executor mK~~&of the estate of .~~.!.!.~.~~::s:~~.~~~.!.!deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of.....w.:tJJ.J.~...R1.~.....~.~J9:~.~.!.!...., 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 a~~K'MHIX day ;:~~~~:;:;'~P:;~;:.::thi'.....~~.•:....•~~daE~X ..._... ~~~;;~;~;;;:~;;.:;;;;;;~;ii.;;;~RUCTIONS 1.An invenlory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lJuurutnry nub !\pprnisrmrut of the goods and chattels,rights and credits which William M.CaldwellMt.Pleasant Townshipwereoflateof . Washington County,Pa.,taken and made in conformity with the above affidavit. j PERSONALTY: DOLLARS CENTS Savings Account #266 -Pittsburgh Home Savings and Loan Assn.n/o William M.Caldwell 836 34 Interest of William M.Caldwell in Estate of ThomasE.Knox 1546 .02 1964 Chevrolet 1/2 ton pickup truck',750.00 Old tractor 100''00 Total 3232 36 REALTY: None, ~s-.;;s G3-76-~G7 Inventory and Appraisement IN THE ESTATE OF WILLIAM M.CALDWELL Filed J.aD.Uar~,19 7..1.. ...-..;~--;:;b:::Y::1 (r)f71 ::::0.:r:0 C::;;en (.0 ;:---i ::/J .'In "..,-;__!r-:a ..v<::0:- o-r;~ .0 ~!'"" ;,~~0}::..r-~ (r)C> e:-~~-'-'oJ -0----.. e....., c::;, ~. -r~• ~.'\ ~"\;, i~~..I t:::J.. ~ :J0 SHERMAN H SIEGEL ,~~~Q,Lo I 215 Washi9g~9Trust Bldg.~ Washington,~nnsy1vania DK'(J{'i¥ay4IoR Form RC C·JO TD ~i·70..-1 OFFICE OF THE REGISTER OF WILLS WASHINGTONOF COUNTY AND AGENT OF THE COMMONWEALTH ~3-7(J-)j-67 STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF •....•......$... DATE APPROVED . Register of Wills.Agent j ESTATE OF wi 11 i am M,Cal dwell LATE OF Mt.pl easant Tawnsbi p DATE OF FILING APPRAISEMENT DATS OF DEATH _...\,J:!.Ja;a.n~uUial.!r...y~..:!:1"",5!...1-'-=1~9:.J7:....l0,,--_ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHIOIll 1970--Floyd Pittman Funeral Home Burial Expense 1246 80 ~Wbii-p'f;~()n!=;M~r'k-Ar (p!=;+i m~tp(n ?E;O 00 u~~J.l'''''701 'R ("''"1 rI••TO'·''H'",m;lV .;,..n 1 nf)O nn Sherman H.Siegel.Esq.counsel fees 100 00 -.,D"nt"'\l~T~y ("',.."1.Q7n 'O",,,,A -1-::>..,.')Q 7A """"1970 School tax 154 31 ,Malcolm Morgan,Co.Treas.1970 County tax 40 53 Sherman H.Siegel,Esq.Costs advanced: Regl.ster or W1.11S probate Wl.11 14.00 " ""2sht.certificates 2.00-" ""filing Inventory 3.00 "" " -F;1;..,rr no1--.+<>."..,rI ~ expenses 3.20 ')A nn..n • 1 ~n ••.J::"..,.ro '-~J-~--,''''--..I."..I.~---.v West Penn Power Comoanv Account due 4 Q~ Columbia Gas Company ""41 99 Hickorv-Woodrow Tel.Co.""13 79 TA1t='~+-Mirlrll .L TTn;-I-ori p,..t='!=: I Church Pledge 260 00 I Total 3165 14 COMMONWEALTH OF PENNSYLVANIA }ss:WASHINGTON COUNTY OF "Hazel B CaldweJ 1 HEREBY CERTtFY,THAT.TO THE BEaT OF MY KNOWLEDGE AND ':SELIEF.THE FOREGOING ISA JUST AND TRUE STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSD OF ADMINISTRATION SUBMITTED TO THE ESTATE OF William M.Caldwell DECEASED.AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. J"J d ;(J&v~u (L.5.) SWORN AND SUBSCRIBED SEFORE ME THIS 13 DAY 01" ('""0...,T;>nll~rv .......r ll-~1"'1 A"/,1.o 1-o..~A ......,,L ~RET BA:ls;-!\olary PublIC My .~~HIt;s:;;E~;;:~1;:~;~a~02i.;971 Form No.RCC·62 (6-70)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961. EFl"ECTIVE JANUARY 1,1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHE~d J ',-..',t . ,,.w3-7t1-·/~1 OFFICE OF"THE REGISTER OF WILLS ...~>-~. Sherman H.Siegel,Attorneebuit~~f ~~?~~~~~~~. HAZEL B.CALDWELL ,Hickory,Pennsylvania...............................'of ,;-.,.,. (Name)','Attorit~'''for the being duly ~~9f_~according to law,deposes and says tha~te E.:xe_QU_tr-i.~E----)---------------- (Exec..Adm..Legatee,Ie. William M.Caldwell,.Hickory,Penna.of the estate of....whose last residence was ----{N~~)------------------.-----(Sl;;e~)-----------·---------- Mt.Pleasant TOWnship d d d h h'h I f h of said decedent who died _'!-~£1._!J~_l_.)·_~)0-------------------..-----------.-------------------ecease ,an t at t e woe 0 t e estate "...-(D)(CilY,Borough 01 Township)ale consisted 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 EstimatedValue NONE , r Personal Property Savings Account #266 -Pittsburgh Home Savings and L9~,n~s .~1 836.34 (I ~JT...,+",-F TAT;1 1 ;::Im M ('::11 t'h.7<:>11 in F.!=:TrlTPnf 'T'homas E.Knox 1546.02 10hLl._0'r1 "'+-1 I')+-"'T"l n;ro'J,o"n .%750.00 "'1..::1 '1Ift-~.100.00 Total 3232.36 " 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 decedentts '8.ccount at the date of death and the type of account,account number and the exact name or names in which the account is register~d.' .Jointly Held Property Estimated 'Value nandtherefore in Mount Pleasant Townsh'Residence pro County,Pennsylvania,owned ========JI== Tl'ansfel's within TWO YEARS Prior to Death I ------ I NONE I-----------1~- I~________L That at the time of death there was no safe deposit box registered ih decedent's individual name,or .bintly 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 NONE ------ - BENEFICIARIES .'RELATIONSHIP SURVIVED AGE OF LIFE BENEFICIARIES AND ADDRESSES (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 orotherwise,in est~te.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Hazel 13 Caldwell Widow Yes All' Hi .Pt:::>nn;:) , . ~ : .._- ,I I RESID$NT"DECEDENT DEBTS AND DE'DUCTIONS CLAIMED ...NDTE:List first five items in the spaces so provided,observe notations thereon,and instructions DEBT OR CLAIM Flnvn Pi Hazel B.Caldwell Jegister of Wills and Mar 'R~il!=::''Io.T. Sherman H.Sieqel.EsC" NATURE OF SAME .Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees • AMOUNT THIS COLUMN IttEGISTER ONLY $1246 80$ 1000 00 100 001 OTHER DEBTS AND CLAIMS Fiduciary commission • (.)See Note below Pledge 1969 Income tax Monument 1970 Road tax 1970 School tax 1970 County tax Account due Account due S.White's Sons Robert Punola,Tax ColI. Robert Punola,Tax ColI. Malcolm Morgan,Co.Treas. West Penn 'Power Co. Columbia Gas Co. Hickory-Woodrow Tele.Co. West Middletown United Presbyterian Church Internal Revenue Service "" 250 OC 28 ~4 153 ~l ·40 ~3 4 ~8 41 ~9 13 ~9 260 )0 65.1 T al 3233 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,co~on or debt is greater 01'less than the estimated amount claimed and allowed. Subscribed and swom to before me this ?~~J:l . VYl~~ig~·74 . . . . . . . . . . . . . . . . . . . . .T.ARY.I?UBLIC . WASHING 0 •WASHINGTON CO.,PA. MY COMMI N EXPIRES FEB.27,1975 ..~~::~.~.n dUIY:;;;E:'dl~'d::::w,r d~hc~that .tho ~bo:.~pp:a:~~::.'~~t in ron'..mity with law on thl, f-..~/.t-.k"L .J~0 fL:o/..A-:.'. (/AppraIser In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateral 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.. REPORT OF THE RfGISTftR OF WILLS I,the undersigned duly elected Register of Wills in and fo~~>f~I/VI-'":';~~J."County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts.claimed by depon4 ~~c~~~1l'Ge items where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater olYesser amount re esents the sum allowed as a deduction..- Dated:APR.2 19.7 MR}jSSELll~ARI,NO...\...~tl ~~..~. '-.-Register of Wills , ~ ~ /Form No.RCC-62 (6-70)~Administration INo ,..Yesr . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF WILLIAM M.CALDWELL Deceased Ifi,~ ,;' v ( ~ -.:...... Late of ..'~'!:'".~.l.E?~p.c;If:t..,:!?~~I).!j3h~p.. County of ...~asfdngton.4".. Commonwealth of Pennsylvania REPORT AND APPRAISAL 'Vd "00 t:i ,J i -;NIH S'9'h\S ~}l',1 {~.:Ii .!~i t~1 "'::1,\1't fen ~t .,__..._...v V -'(' ONpJfj h'I i::::i~~S.'fY,& 2S 01 WV j lldV f /1,..d ~q 'J ""J • .....",J I I ·,,1SHER.MAN H.-SIEGEL,'ESQUIRE 215 Washington 'Trust Bldg.-..._-.... I iitSIlIIltgEefi,IenhsylvaIl1a 15301 ..(, ) "\. 0'.1 j RCC-81 (6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT HAZEL B.CALDWELL (Executor or Adm ini strator) IN YOUR REPL Y PLEASE REFER TO Inheritance Tax Division In Re:Estate of WILLIAM •CALDWELL Real Estate -=--=:::-::~--- PersonaI Property ------"'3-L,;..::23"----2i..::c'p.:.:3:...:6----'--_ Transfers ----,-_ Jointly Owned ------=---=,.----,;.----r---- Total .:c...33-=-,2_3_2_.3_6 _ __w:_A_'S_HI_N_G_T_ON County -Fi Ie Noo __63_-_7_0_-4_6_7 _ Dear MRS.,CA.LDWELL: You are hereby notified that the__----"O"""R]-...G""'-IN~AL...!!!..,-,-_ .appraisement in the estate of WILLIAM M.CALDWELL has been filed in the office of the Reglster of Wills of_--,-W-,-,AS---,-'=HING_~TO----,','----'N _ County on .APRIL ~t ,19~,Said appraisement reflects the following valuations: \ \\ A's.,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 nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax.Act ~f 1961,72 P.S.2485.1001,~I]• Dateifl;&e ;;?',/f7~Signe ~t9JSA ) Titl~~~.LA ~..".L. DAm.OF DEATH:JANUARY 15,1970 Note:This is not a bi II. ESTATE INSOLVENT ,.. ;;""RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT l": SUMMARY Estate of CAlDWELL,WILLIAM M. (Last Name)(First Name)(Initial) DATE OF DEATH 1-15-70 FILE NO.63-70-467 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_W_A_SH_IN_G_T_O_N _ 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:APRIL 2,1974 FRED TOSI INHERITANCE TAX APPRAISER Dated: REPORT OF TIlE 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 deponentMexc"p,t.as 0 those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",whi greater or sser amount represents t.he Sum allowed as a deduction. APR 2.197fRUSSELL MARI~~, ],232.36 7 3;232;36 33,233.26 ESTATE INSO VENT 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 .. FOR USE OF REGISTER ONLY Tax on "$-+__2% Tax on $-+__6% Tax on $---------+--5% Tuoo$1~ Tax on $15% ~~ptioos * Total Estate ----J~_ TOTAL TAX COMPUTATION OF TAX $--------4-- $-,---------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 :::::::::E="= BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%fro~_____to $------ AMOUNT OF ESTATE TAX ASSESSED $--...JL-- Estate tax paid $---JL- BALANCE DUE $,_ Add interest at rate of 6%from -----Ito----$----~t=TOTAL TAX BALANCE $--~----l" 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 Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF WILLIAM M.CEDWELL Deceased Late of.~.1':r.E.i\5.1l.NI'...'.J:'W::-~ County of WASHINGTONJ Commonwealth of Pennsylvania REPORT AND APPRAISAL l ,".-,, - Form RCC-2.APRIL 2,197L.COMMONWFJALTH OF PENNSYLVANIA DATE-"-.............................................................................................................. DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON..COUNTY;lJREAU OF COUNTY COLLECTIONS ................................................................................................... APPRAISEMENT FILE NO._~?:7..9..~9.7.........................................................HARRISBURG.PENNA.17127 Whereas,....".............mL.tlAM...L,...C.ALP.WELL..............................................................late of .".""".MT.,.""PLEASA.TlIT...TWP.""".."".""...................... in the County of """"WAS.HIN.G.T.ON""""""."""""""""""""""""."""""""""""""""""""''''''Commonwealth of Pennsylvania,having died on the "".".............""".""""."..".~?.~~."...".."..",,.,,"",,.""""'"day of "...~ANY.~.I."__"...""...._""...,,",,..,,"""""19......7.q seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,FRED TOSI 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 I 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. I Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ PERSONAL SEE COpy OF APPRAI SENENT 3.232.1S6 ESTATE INSOLVENT . ,n '1 0 !I' , . I c..._ ~..,.. ~ ........WA$Ji:I:,NGTI)N County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of WILLIAM M.CALDWELL Deceased. Late of MT.PLEANSANT TWP. Date of Death,~M'J.lJ.~J...J5..L.1.:9.'?9.. Appraisemel!t Docket Vol.......3..8-}. Page,.7Q~~No.6J...~7.Q.~4.Q7... Filed in Register's Office,.AP.R.I.J,L.2.,:.19 74 A1Munt of tax due,$,. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,.. Entered and charged,.. ,.... ,:I !! !!!I I I I I J Iii I j I Ii ,.,~. '\\ I • t ,