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HomeMy WebLinkAboutOC1970-0602 - ESTATE OF BROWNI "--f·....:----- 1.o3-76-i'()Z j-tI)I:-.".""\.'•. \,..~.',,--..: " LAST WILL AJlID TESTAMENT BE .IT~REr~vffiERED that I,Lillie Brown,widow,of Donora,Washington County,Per~sylvania,being of sound mind, memory and understanding,do hereby make,publish and declare this as and for my last willancCtestament,l).ereby revoking and making null and void any and all wills and testaments,or writings in the nature thereof,by me at any time heretofore made. FIRST:I dir~ct that all my just debts and funeral expenses be paid as soon as conveniently may be after my decease • .SECOND:All the rest,residue and remainder of my estate, real,personal and mixed,and wheresoever the same may be situate,I give,devise and bequeath to my daughter,Lucille Compton,if she survives me.In the event she does not survive me,then I devise such residue to such children of my daughter, Lucille Compton,as may be living at the time of my death. f •.', \(. !.,'THIRD:I hereby nominate and appoint my daughter,Lucille Compton,as the executrix of this my last will and testament, in the event she survives me.In the event she does not sur-} .;--" vive me,then I'appoint my sister,Elizabeth Borlin,of Swiss-I, vale,Pennsylvania,as such executrix. FOURTH:In the event my said daughter,Lucille Compton,does not survive me,I hereby appoint my sister,Margaret Brandis, of Cleveland,:Ohio,to ac"t.as testamentary guardian of the , estates of my grandchildren.- IN WI~_WHEREgF,I have hereunto set my hand seal this &l,[day of April,1948. •<;f~(/(]~/VU and (SEAL) Siened,sealed,published and declared by the above named testatrix,Lillie Brown,as and for her last will and testament,in the presence of us,who,in her presence,at her request,and in the presence of'each other,have hereunto subscribed our names as attesting l'litnesses. .,• ., " --~."".........~~ , ~:~.....-.....•_~..~_.'",~.............-.,.~•.•.v Form No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000.UNDER S'~CT'ION 701 OF ACT OF JUNE·UI.,1961.JEFFECTIVE.JANUARY 1.1962.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) I'....'..' .•OFFICE OF THE REGISTER OF WILLS . County of YUj.~)jn;.G'L'9N ~'3 -1 0 .-(p 0 ~ ....~V9.J;~~.<;q14rr.q~'...................of .:lr?7..'r:t"1.Qltl:P~.Q:n.Av~nl.}.~.,..Dp.nor.a,..P.a •..lS033 (Name)(Addresa) being duly ~~~~~.according to law,deposes and says that he is the __~_Q_l!LJ~~.net..i.cia.r_Y _ (Exec.•Adm.•Legatee."Elc.) of the estate of ~~~~__J?.RQ~whose last residence was _l~7 T-hQ.mp_$..Qr:LA(sY~n):u.~_I-_ (No.)treel ___________P..QD..Qr_~deceased,and that the whole of the estate of said decedent,who died __AI?~t(~-J)-.-?-.t--J2 70 (City.Borough or 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 Estimated Value ALL that certain lot in the Borough of Donora.Washington County,Pennsylvania,known as Lot No.5 in Block No.11:)of the Union Improvement Company's Plan of said borough~of record in Plan Book Volume 2,and Pages 60 and 61. BEING the same lot conveyed to Lillie Brown by deed of the Union National Bank of Donora,dated November 16,1938,and f / I l~h7recordedinDeedBook624,Pag~512,in the Recorder's Office of' Washington County.~'C)o'o~o a.V JISOtJ:::--- r , '11./!.At..--<,-J-. , I A,"A \:::1'V7 711 "VW"~d~r 5~~,c ~ I .;'All ,j)t1 ~(/ Personal Property None ,.. "'. •.. "'-.. ~ 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 None Transfers within TWO YEARS Prior to Death Estimated "Value None l- n .t.t ·r" n ..t - t t That at the time of death there was no safe deposit box registered ih decedent's individu'al name,or jointly wit~,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 Mellon National Bank and Trust Mrs.Lillie Brown 01"DauQ'hter Company,Donora,Pa.Lucille Compton - 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 OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Lucille Compton Daughter Yes All 127 Thompson Avenue Donora,Pa.15033 - '------- DEBTS AND DEDUCTIONS CLAIMED DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN~-----=-=-=--=-=..:===---,,---,---'-----'------------,-----,----jpeKEGISTERONLY LawEg~;~~~e p~neral Home"Funeral expenses paid $1.'37h 60 $ Lucille Compton,daughter Family exemption (will not be allowed unless decedent died residing with a spouse or children.)1,,000 00 Paul M.Petro.Esa. Administration Expenses * Counsel fees *7t:;on Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Dr.H.J.Levin, Donora~Pa. Professional services 91 00 Kurtz Monument Company, Monongahela,Pa.Marker 130 00 Total 2,670 Kso .d~4d4:..(!<~:::., ~SJs.s.1StliJdl~Sole Benefi'iary 12.7 ..Thomp.son .Avenue . (Street Number) Donora,Pennsylvania 15033.................................................. (City or Town and State) "-.11thSubscl'lbed and sworn to before me thIs . .........-day of ~~J::l~,1970.).'.~.j -~~..........:','?/c:?~k~1.1..q.i'~Jd: MARTHA O.LICHT.Notary Pubne MY Commission Expires February 28.1972. 0011013,.iashiligtllr:l GAIIOlY pa 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. law on this In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the deced 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 ~~~'OF WILLS I,the undersigned duly elected Register of Wills in and for.pj.........County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by de onent,except as those items where a greater or lesser amount::d~O~th :~:.r:r~,7 :ight :~'~:d .'~~d~l:above,whi,h g,..t"0<l:,~:a...n.:P~"'~t ..~~;t;"d,,~...z:1~Register of Wills FormNo.RCC-62 (7-69)I.' I, Will.,Administration INo.~?-711 -&(J .~.......Year ....,. IN THE MATTER OF THE APPRAISEMENT ,.... y' •\L., ~~-""\.,,'~. ~ " " r " l ;J t..J ~~:. -d": • "~... 'I",, OF THE ESTATE OF LILLIE BROWN Deceased Late of Donora County of ..W.a,~J;1~ngton..........,.. Commonwealth of Pennsylvania ~:.Tl ...'''''''t-l~::D ~°t REPOR,.!lf Q\,NB APPKAISAL~tJJ ('J C e-x -(f"j c:::::~---(:?().:r=f~c;j';21 -f1-1 ---1 ..-'_,,_ 0 ..'Q_~~~-.........->o f~:~~~ ~:E'::O"~......!t....-.'...."';;;,~r"".z.~..~"'"0.r""".V:>0"lJ">.<n 9-~c::>~~-,",,~.....v-<....0:0 ~<::S"... t.;;)~t 0'~7;:::t 0 !'~1 S::.......~~-'-''V"t·.".....'':~,,'~~;'~.'"/"'-- ,:;;'>'.",.,;;..;/"~.•"~>""""/"......'";::''''-J PAUL M•.~\$R~?ESQ..~"'of.:::::;215_Sevent~9tree~ Donora,pennSY1V~n~a 15033 <» R CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 'BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT LUCILLE CO~WTON,I1~ORMANT IN YOUR REPLY PLEA8E REP'ER TO J In Re:Estate of L_IL...,.;...-L_I_E_B_R_O_W_N _ ________'_"A_S_H_·_I_N..;.,G...;;;,T..;;,O..;;.,N..;.._County - FHe No.63-70-602 You are hereby notified that the original appraisement in the estate of T.j]]ieBrOl'1J;b.. has been filed in the office of the Register of Wills.qflvashingtQn County on July 2,,1970.Said appraisement reflects'the· following valuations: RealEstate _--'-...:4.!-f.,~5.l100~Ou.o.loQLloQ.l.__ Personal Property ~__ Transfers ---------~f---,~..._..,..,........- Total __------_~-4~,-5-0-0...;...-O-U-.- 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 deatn,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 July 2,1970. Date of death: Note:This is not a bill. Signed Title April 12,1970 _..~.'''',""t .. i I .:~~.. I ." RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of BROWN LILLIE (Last Name)(First Name) DATE OF DEATH 4-12-70 FILE NO.63-70-602 (Initial) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_A_S_H_I_N_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". 07-02-70Dated:------------- REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for \.vASHINGTON 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.rJ..'A /~111 I Dated:07-02-70 .J~A~~~ROFWILLS VALUE AS REAPPRAISED $-------+--.500 00 A c::nn nn 2:670 60 1,829 40 VALUE AS VALUE A!APPRAISED $'-:"';1...:=.=1-=-..:....=-:.$ 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 Valuation of life estates or annuities.• • • • • • • • • • • • • • • • • •$~r- ESTATE TAX ASSESSMENTS $-----C .-----"-1C FOR USE OF REGISTER ONLY Tax on $--1__ Tax on $'''-+-A....I...2~..L+-Q=..>.!4.0:.- Tax on $----------1--Tax on $--1__ Tax on $----------1-- Exemptions=========I==Total Estate --+.-__ TOTAL TAX 2% 6% 5% 10% 15% * COMPUTATION OF TAX $--------4-- $,J..ll".L:11Q:z.+-..L7.ll.-h $--------4-- $--------4-- $---------1--- $..1-__ (*)As evidenced by Chari table 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==== IJALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from _____to $--------' AMOUNT OF ESTATE TAX ASSESSED $--------'L- Estate tax paid $-JL- BALANCE DUE $---11_ Add interest at rate of 6%from t= ------Ito-----$--------l 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. IN THE Year . MATIER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of . County of Commonwealth of Pennsylvania REPORT AND APPRAISAL ., ".- ,Fonn RCC-2.:~..,-~.'"............J..~J.Y ....7...~.......l.Q.7..Q.....................~~~:J\R'l'MENT 'OF REVENUE COMMONWEALTH OF PENNSYLVANIA DATE .. RESIDENT INHERITANCE TAX COUNTY ......WA.S.H.I.N.G..T..Q.N.....................................BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.11127 APPRAISEMENT FILE NO...................~.~..:.?9..:.?..2.?................................. Whereas,................L..I.L.L.l.E.....BRQW:N...................................................................................late of ..................D.ONORA................................................................... in the County of .................WAS.HINGT.O'N.............................................................................Commonwealth of Pennsylvania,having died on the .....................................l7.t.b...........................................day of ......................A.pril...................................19....7.0.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,....................................W.......R.......CHANEY...............................................,an appraiser duly appointed according to law, haying been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of aU 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 Commollwealth 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 $ REALTY: As per a~isement filed d ~()()()() TOTAL d ~()()O() , 1 , .. fonn:v:fhbl::::l:h~Sw~.cc~o~:.~.~o~e~~~~c~rt~~~..~~~~;;~~~e 1~~~: y~~(lfumbC!!'d Street) .................................CL....•..•~.._.....•.p .....""...."'............Penna. (Pott Ollie Page,No. lvASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of LILLIE BROWN Deceased. Late of DONORA Date of Death,.A.pril 12.,..19.7.0 Appraisemel!t Docket Vol.,}..~ 63-70-602.. Filed in Register's Office,~:r..l:l:;L.y ~.19 'i'.9 Amount of tax due $J ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• DEPARTMENT OF REVENUE. Received, Examined and Approved,.. Wrote abo,ut Appra.isement,. Appeal j,.om Appraisement,. Entered and charged,. .. ~\,....;::