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HomeMy WebLinkAboutOC1970-0575 - ESTATE OF EMERY"..~".. LJ -7tJ-S7~J II possible after my death. Somerset Township,Washington County,Pennsylvania. expenses be paid by my Executrix hereinafter named as soon as hereby make,pUblish,and declare this my LAST WILL AND TESTAMENT I direct that all my just debts and funeral LAST WILL AND TESTAMENT OF LEONA S.El~RY I,LEONA S.EMERY,presently of Somerset Township, FIRST: made by me. property of which t die possessed to my son,LorenzoW.Emery,of . and do hereby revoke any and all valls or codicils heretofore I IWashingtonCounty,Pennsylvania,being of sound mind and memory do I I I III 'ISECON],:I give,devise,and bequeath all of my personal !iI II'I!pI~:All of the rest,residue,and remainder of my I estate'I give,'deVise,and bequeath to my daughter,Mary Lee I Emery Hamilton,of Somerset Township,Vfashington County ,pennsYlvanL~...I iFOURTH:I hereb.y appoint my daughter,Hary Lee Emery i I IHamilton,of Somerset Township,l'fashington Coun t;y,Pen;;'sylvania, as my Executrix of this my LAST WILL AND TESTA}ffiNT. IN WITNESS WHEREOF,I have hereunto set my hand and seal this lrf...·day of '~tJ::\i'o.MvLt'-'~1962,in the C1 ty of iiashington, Washington County,Pennsylvania. ;L~Rm~&l1 (SEAL)i IISigned,sealed,published and declared by the above named testator as and'for her LAST WILL AND TESTATvlEl<{'T in the presence of us who,each at her request,and.in the presence of each other, have hereunto subscribed our names as witnesses to this and to the above WILL and to due execution,the day and year aforesaid • ...'--.- ~~£~~c ~~~~~ Form No.RCC~62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961. EFFECTIVE JANUARY 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)t 0-70 -"S70" 1 y...s OFFICE OF THE REGISTER OF WILLS~r..: U 'Bureau File #63-70-5764']....~;-1()(){C~untyof ..Vf~.~1)j..ngt9.11 . Mar¥-.Lee.Enler.y .Rami:lton of RD#2.,..Eigb:t.y,.FQur.,..l?P.4 .l~33.Q . (Name)(Addre88) being duly SWQrn according to law,deposes and says tha~he is the ~~_~_Q~_t;'_~~c _ .(Exec.,Adm.,Legatee,Etc.) of the estate of ~~Qn_~__~_~J;:_m§l_~Y--whose last residence was BP..#_?_,~;i;9h~y __K<?~_~/_"__~~_!!?..330 (No.)·(Street) _________.'-.deceased,and that the whole of the estate of said decedent,who died __~~¥__}_~~_~1g _ (CitY,Borough or Township)(Date) consisted of: J REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN<i:ES 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 ALL that certain vacant tract of land situate in -Vallie Somerset Township.Washington County,Pennsylvania,being more oarticularly bounded and described in Deed from Mary Lee Emery.. Hamilton.Executrix of the Estate of Leona S,Emery,to William C.Beadling and Ethel L.Beadling,his wife,dated July 27,197C, of record in D.B.Vol.1321,page 910,Washington County Recore ~. ~.::J.. Sale Price $1,250.00 '"I, \.-~'C'4#4 I :J,'\"'~CicJ '"" Personal Property "~. NONE ( { .' -0 .\-... --.. f ..\- 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 ofthe 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. ,I Jointly Held Property ,. NONE \. \. Estimated Value .... Transfers within TWO YEARS Prior to Death NONE Tha.t 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:-NONE NAME AND ADDRESS OF BAN~OR OTHER INSTITUTION IN WHICH.DECEnENT RENTED A SAFE DEPOSIT BOX ,:....J't _ THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF BENEFICIARIES RELATIONSHIP OF JOINT HOLDERS TO DECEDENT ... ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE BENEFI.CIARIES AND (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names ofaU and their a.ddresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,ves.ted,contingent or'otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Lorenzo w.Emery Son Yes ---------50%.. Rn=*?.. Eighty Four,Pa.15330 .. Mary Lee Emery Hamilton Daughter Yes ---------50% .. RD#2 , Eigh~y:Four,Pa.15330 _._.... I ..-_.... I ! ...... , ..,"_. , .. .-.-..., .. I I :..! I.---.-"". !,."'--......_-.---;I ,,.m '".!#W cas ,I RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMNr-------==-=..:~~-=-===---~--..--------,-=-=..=...::..."'-=-...:-......c:..:.~-----r----"~c:..::;...:~:,....-I-tniK·EGISTERONLY Kenneth V.Thompson Funeral expenses paid $1,117.1 00 $ ., )-NOTE:List first five items in the spaces so provided,observe notations thereon,and instructions... Mary Lee Emery Hamilton Counsel fees • Russell!Marino Georqe J.Modrak ',. Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Letters $12.00 Administration Expenses *lnh tax ret •13 :00 1,000 00 15 00 J15000 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Recorder of Deeds ,/ Documentary stamps~25 00 ,I I ~ ;"!.' I :r ; I I ~; . Total $2,307 00 2.).1.~" Appraiser ".~.i;.g!t~¥..f<?~;'.,l?~~..~~~~.q . (City or Town and State) 7J~~~,)...~.~..~..~.~~.t~~~~~~l '". (Strfjet Number) certify that the bove appraisement is made in conformity with law on this '........"~"'~'"'"119.7.1 ..................."....~.....;......~... .ilw.t1NGiUN COUNTY,MY COMMlSSlDiV ~p ,Having been duly ·sworn a~l)m~gMAcy 15'!'!t},fo here.........:','.I7.':tI;day of'." . 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. .,if~'Sub",,,"'d and ,w.,,"to b.f.,"~AAi . ......•~.•day.f ~.............•19:7.li'·········\·:···/.;~..·~.·OR..·G·E·~;.·~~·····~(·~{f<~})'J.M..&~,NOTARY PUBlic:~",;..:~,CANONSB RG BCR'''IGH .,-.....V"c..i)... In the event that any future intel'est in this estate is transfel'l'ed in possession 01'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 TH REGIS 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 c1aiJl1e ep6nent,ex ept s to thOSe tems where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or lesser untrP nts the sum allowed as a deduction. Dated:AU.G..~.~..~?'f.~~~~.~~~.~~~-~... , "..~.(..f.."~~~.~. po,'"._RegIster of Wills i I Fonn No.RCC-62 (12-66) WillAdministration }No Year ..' . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .....~~9~~..~'I •~~~x . Deceased \.. ,. I£..,'f "- I'(.4,-.,I'" .. --- "', - l r.."l Late of RQ#..4&.~i9A1;y..E:'C?~.~c ••~C!-~.. ,' Commonwealth of Pennsylvania -REPORT AND APPRAISAL .'1d •.0Q ~;J ~.OJ NIH S'y'!II Sr11N\30 d-HSI~3U ON!tlt/f.!n3SSn~ 9h £Ud S,9nV hL GBORG~.·."NI~..~A_lf..,1 I.ATTOR EY.-A'T L w:.~, WI KORTH CENTRAL:AVENUE! CANONSSU.RGe PA.1.J3/7 /,....,;,,/",.~,- ..r"'"~ -"/- l /' ".Vr ~ 'J /,( ,, '. ,...' .#' I RCC-81 (6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT MARY LEE.EMERY IWULTON (Executor or Administrator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division LEONA'S.EMERYInRe:Estate of _ ___W_A_S_HIN_G_TO_N__County _Fi Ie No._6_3_-7_0_-_57_6 _ Dear MRS.HAMILTON: You are hereby noti fi ed that the --=o:=.r=iQglll=·:.::aJ.=-_ appra isemen tin th e estate of --'LEO=~NA~_"S"_".~EMER=~Y~__:::_:_:_:==_=_=_:_::_------ has been filed in the office of the Register of Wills of__W~A~S~H~I~N~G~TO~N~_ County on August JL9,,19J1L,Said appraisement reflects the following valuations: Real Estate 1_,2_5_0_·_:-00_,_ Personal Property _ Transfers _ Jointly Owned _ Tota I --"'1",.,c=2""-5=.O~,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 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 Estat.Tax Act af 1961,72 P.S.2485-1001,P:)3~~...{Ii Date &12-7&Signe'cf::.~/( Ifin.---/Title~«&~_./~'I DATE.OF DEATH:May 7,.1970 Note:This is not a bill. ESTATE INSOLVENT ,---, RCC-39 (1'68) Co..llAMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY (Initial)(First Name) EMERY,LEONA S.5 7 70 63 70 576EstateofDATEOFDEATH__---:..--...:..-__FILE NO.-- (Last Name) REPORT OF INHERITANCE TAX APPRAISER WASHINGTON Dated:-----.::r:.-----_/~'l_---L-7_¥-L__"._. I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _ 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". oL_~· '='INH ERITANCETAX~SER 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 depon ,c to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater lesser amount represents the sum allowed as a deduction. AUG 19 19lfRUSSELL MARIN~. ESTA'IE IN$OLVENT --1.__ 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 VALUE ASREPORTED $-----+-- VALUE AS 'APPRAISED $I,250.~ I 2,307.00 VALUE AS REAPPRAISED $ Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $---------4--<!> Tax on $---------4--6%0 Tax on $---------4-- Tn 00 $lK Tax on $15% Exemptions * Total Estate -+-__ TOTAL TAX $ $ $ $ $ $ COMPUTATION OF TAX (*)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 :::::::::=l====: BALANCE OF INHERITANCE TAX DUE $C Add interest at rate of 6%from to ----Ie$---AMOUNT OF ESTATE TAX ASSESSED $ Estate tax paid $I BALANCE DUE $----JL- Add interest at rate of 6%from to $--t=TOTAL TAX BALANCE $------. PAID $_ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above cofuputation of tax by the Register of Wills,for proper reason, same should be noted below,with shon explanation. WAdill...~No .minIstration ~ IN THE Year . ,. MATTER OF THE APPRAISEMENT OF THE ESTATE OF l.EONA S.EMERY Deceased "" ... 1'\ :r-. ...... Late of . County of SOMERSET TWP. WASHINGTON... ,/ Commonwealth of Pennsylvania .REPORT AND APPRAISAL ../1.,- /'" ~ /' ..7- " / " 63..70-576FILENO._ COUNTY __W_a_s_h_i_n.=.gt_o_n _ RC C-2 (2-64) DEPARTMENT OF REVENUE BUREAIJ>OF COUNTY COLLECTIONS .p 'HARRISBURG,PENNA,17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE AUGUST 191 1974 Whereas,LEONA S.EMERY late of SOMERSET 'IWP. in the County of -WASHINGTON Commonwealth of Pennsylvania,having died on the day of .MAY 19 70,seized and possessed of an estate subject to Inheritan ws of the Commonwealth of Pennsylvania; I Therefore,I,.an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpo.es REALTY:$ see conv of annraisement 1,250.00 ,."",m.m,."1\1.'-,1 .\I~.I\I' .-,!:-,.,, ;. (" :) '.,'r "j,, ,.. " , I.I, ,,-.. i '..'•.. ,. ." f. /' .. I"t•y-. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of LEONA S.EJYIERY Deceased. f" Late of Appraisement Docket Vol.,._,;;..3_8_-_ Page,78-3 No.63-70-576 SOMERSET TWP:;' 1t.., l "")r"~-. ..r.... /1 'r Date of Death,.'MAY-7,1970 Aug.19,19 74 ..., ..,I •< ~1 /) ,,:"'" Filed in Register's Office, Amount of tax due,$,_ DEPARTMENT OF REVENUE Received, Examined and Approved,-:-_ Wrote abo.ut Appraisement, Appeal j"om Appraisement,_ Entered and charged,_ ,t) t' r'~. "'""'- /I' " fi(