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HomeMy WebLinkAboutOC1970-0661 - ESTATE OF COULTERLAST WILL ArID TESTAMENT ,.",. OF ,>• GERTRUDE L.COULTER ,, ,I,'GERTRUDE L.COULTER,widow,·of l;n-ottingham Township, ,I, ,WashingtonCoilllty,Pennsylvania,being of sound mind and memory," ,hereby revoke all wills and codicils,as well as all instruraents , 'of a testamentary nature heretofore made by me,and do hereby d ;'make,publish and declare this to be my Last Will and Testament :... I)in manner and form following: 'IIi .\FIRST:I direct that all my jus't debts,funeral and ::testamentary expenses shall be paid by my Executors hereinafter .named,as -:soon as conveniently may be after my death.,~ SECOND:I give,devise and bequea.th all my property, ,:1 real,personal and mixed,wheresoeve'r situate:1 of which I may die ~.; ;',seized or possessed,or over which I may have testamentary contl"ol, '! <or to which I may be in any way entitled,of whatsoever the sane '"may consist to my three children,viz:HAROLD M.COULTER,of., .FalloVlfield TO"ffiship,Washington County,Pennsylvania;KING E. ':COULTER,of Aliquippa,Pennsylvania;and GERTRUDE KIRBY,of Nottingham Tovmship,Washington County,Pennsylvania,their he irs ,and assigns,in equal shares. I THIRD:I hereby nominate,constitute and appoint my son,HAROLD M.COULTER,and my daughter,GERTRUDE KIRBY,as the ! I:Executors of this,my Last Will and Testament." day of (\.-11/(~</f ,A.D.1962,signed,sealed,published and declaped(),/r' 'tne foreg~ing instrument as and for my Last Will and,Testament in the presence of each and all of the subscribing witnesses,each of whom I have requested in the presence of each of the others to subscribe their nm~es as attesting witnesses,,in my presence and in the presence of the others. named,as and for her Last Will and Testament in our presence,and 'in the presence of each of us,and we at the :SaJae'time,and ,ather Residing at our names and addresses as ,-....,C'",\\. \",_..-\'\..tt ,L\/,A.D.1962. "\'~ hereunto subscribed ",1f1"~:Jda~of "')\\'or.""."./...~~>;\y,U ~i j(i.{,,-,-=;;.~_ The foregoing instrument was subscribed,sealed,pub- lished and declared by GERTRUDE Le COULTER,the Testatrix above 'this ,request and in her presence,and in the preSGIDlCe of each other, attesting witnesses .;,cf .~\I ,~(t·. '1 ~( !n IL I (' ," Ij;t. ..""',-'~~... ",-.oj ".'>0,.ift..".,+'~"''-o'>".,<\1 .~....-l· ;...............,'.Ii'" "...•"'i"-~";-.~...""'1 .- .~~...,, ~'.. .', 'l'he nvme of King'E ;Co"b11ter (Now deceased ,2-.0-(9);;lind sny of hi.s ·heirs is to be rfimoved'from'my wlll •. .,..... Thi5 'Hill .&md codicil is tej,be settl.~d by'ny executa:..ix~ , Gertrude'C.:Kirb~T.-..~.'. "'.'" Wi tnes s Witness.' .' .,. ,...... .',( .'~. 'Signed f.'" 'j ,.., .:"~~'>i.• ..... "' OFFICE OF THE REGISTER OF WILLS Form No.RC,C-62 (7-69)THIS FORK REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,11161'} EFFECT~VEIANUARY 1,\1982,(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)•I 'c,'.". \ I j 'J ,.)"./'... *~ :County of ..,o.W.a,sbi.ngj:PJl ~~:"j:,+f .\~~# ..Q,~R1'.ij.1JX>;E;.~.'.RTRBX ',,,..of _.R•..:0 #.2",.F.ip.l.e.yyHl.~",.:r.a.•................. . •(Name).'(Addresil) being duly ~)Y9X.:g,c-------·according to law,deposes and says th;1~l:he is the !~_~QT-f.!!~J.:l:L _ ,-,'' . -,..."(Exec~,J\dp.,Legatee,Etc.) of the es;ate'~f_QgX_tX'}.J._g~__L_!~._C_QJ,lJ:t.~;r ..~__,_,whose last residence was R...,_D.__.#..2...__Einl j '"eyv.:ilLe...._ P ."H"-'.....t~-~·"•~, ",..(No.)',-·(Street)•. --_.~_~_~~_~!?_g~~!??:c------------.deceased,and that the whole of the estate of said decedent,who died ·~-I~Eg__?_~~~~}_9 (City,Borough or Township),'...-••..'.(Date) .'onsisted 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. 50.00 Real Estate NONE Personal Property e Christmas Club -Western Penns lvania National Bank. Estimated Value 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 accoW1t,accoW1t number and the exact name or names in which the aCCOW1t is registered..j l\ /. I \ Jointly Held Property I Estimated 'Value '., ~,~,....... Savings Account -Charleroi Federal Savings and Loan Association.in'the -('.I-.-....I - name of Gertrude L.Coulter and Gertrude C.Kirby Account No 12.000 (J"k'/ Y7J opened in 1962'in the amount of'$2404.13 -1/2 taxable ~)..I"L /$1202.07 v ~..... (;hpf'kinO'A -"tXT,p~"'T~.j.~~,.,1 "R~n1Z'_l\Jr Ihp1~l';hT rtl'L.-~',_ ~ v ~,:v ~Jvania.in the name of Gertrude C.Coulter and Gertrude C:'Kirby'opene 'in 1962 i~the amount of $173 41 -1/2 taxable I 86.70 - 7O~L I /,t .f f,76 , Transfers within TWO YEARS Prior to Death NONE '"1·. , ," "I That at the time of death there was no safe deposit box registered iil decedent's individual name,01'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 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 BENEFI'crARIES 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,contingentor otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE Gertrude C.Kirbv forth this fact.)DECEDENT R.D.'#,2.·~ Finleyville.Pa.Daughter Yes ---1/2 ,.Harold M.Coulter Son Yes 1/2---. J .,~,•·R.,,·D.#1 Charleroi.Pa. , NOTE'4ist'firstflve items in the spaces so provided,observe notations thereon,and instructions. $1020Funeralexpensespaid \--' Bebout and Yohe DEBT OR CLAI~'.NATURE OF SAME AMOUNT THIS COLUMN~----=-=-=--==~===--~--=-----,-------,:-----=~c.'-'----'----------,-~---.----tp~EGISTERONLY 60 $ Gertrude C.Kirbv Family exemption (will not be allowed unless decedent died residing with a spouse or children.)1000 00 Peacock.Keller Yohe &Dav Administration Expenses * Counsel fees * 22 75 001 Fiduciary commission .. OTHER DEBTS AND CLAIMS (*)See Note below , Dr.Paul Proudfit Medical Services 50 00.5 CJ --Dr.Frank Bakewell !Medical Services Reese Isaac lUettering on tombstone 14 00 " J.B.Hannon Plumbing 25 00 West Penn Power Company Electric bill 8 :0 Funeral Services -'Rev.Daniel Sumner 10 00 ) Cralls Flowers 30 00 Miscellaneous expense trhank'you cards 6 00 Total Note:The estate agrees to advise the Register of Wills if the amount ~ctually paid in settlement of any fee,commission oi',debt is greater sa:~:::,:h~:dt~:"~:I::::m::::I:'..m'd;;;;I1"~'dH ...~miJ!:.i;'.'. Informant ~~~""'.'....,'.,.('/)'dayof ..",R"Malf';'~"'".,_19.70..!t....:P~.~?...(St~~~t'N~:';,i)~;/"""""""'" ...~.......~.~.Ma'ry'ja'ne'Smith,Notary Public Finle ville Pa Washington,Washington County,Pa•........Y ~. My Commission Expires (Ctty or Town and State) Febl 631'28,1973 ~::I~g b~n dal1.~':'diOgd::::w,Idoeh:$~fY that ;;b::.,;:a<~~m~ot I,!/:;10 ,"ofmmlt~wlth law '"thli '0 th,,mt that >oy fat",lot""t 10 thl,"~~"d '0 P"~::~~;~~m,~"";th:~:~:, 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.i Dated:~~I'.o/..••.•·1//7.J.o . REPORT OF T~RllGISTE I,the undersigned duly elected Register of Wills in and for ..~t..r{)......-:"........."-"'~""'C1 •••..County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent,cept as to those items where a greater or lesser amount is set forth in the t column to the right in said schedule above,which greater or Ie sarno t epresents the sum allowed as a deduction.1/U/.Ya.G-~-'7h~.. Register of Wills r Form No.RCC-62(7-69)...." I f f.t t ~.td !' r I- I'..,_..t.' ,, \I" " Will 1 .Administration SNo..>•••••••••Year ..... IN THE MATTER OF THE APPRAISEMENT OF.THE ESTATE OF .....G;E;~.~:RVP~.~:.~QP~·/:r~:R..... "")Deceased Late of .:.~".p'..~?~.R~~~~yy~n~..... County of ..W~13p.ingf:on.................................... "'Commonwealth of Pennsylvania REPORT AND APPRAISAL .Vd ,.O~)N0l~}N\HS'1 fA Slllr\\jO 'tJ3.lSIt:l3B ON'H\'\'~1l3SSnB S2 ~~\.l nL, ('0 .~""\_.1 '\.:1 \.':1 R CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OFI!'ILING OF APPRAISEMENT GERTRUDE KIRBY IN YOUR REPLY PLEA.E REFER TO 38-85-2 J In Re:Estate 0 f _---G-ER...-,-TR-U-D...;.E_L...;;..-C.;;..O.....;U.....;L;;...T.;;..ER.:;;.;..;..._-,-,-_......- ______\i_AS_HI_N-G_TO_N__~__County -File No.63-70-661 Dear Mrs.Kirby: You are hereby notified that the original appraisement in the estate of Gertrude L.Coulter has been filed in the office of the Register of Wills qf Wgshington County on July 7 .,19-19.Said appraisement reflects the folloWing valuations: Jt.Hel~-:;.;.~.l,,_288.77 Personal Property 850.00 Transfers -.---~~~~~-- Total 2,138.77 As to such ~ax 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 -~......IT....])....]Yrt--7+-·~,.;.,,]....9;.J-7~O",---_ DAmE Oil'DEATH:April 24,1970 ESTATE INSOLVENT Note:This is not a bill. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of COULTER, (Last Name) GERTRUDE (First Name) L. (Initial) DATE OF DEATH 4-24-70 FILE NO.63-70-661 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WashiI1.gton 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:----"o'-J.7.=-~07.L-=_7L_'0"__ 04-24-70 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 au dedDction./::J ./J q,7.,g,.:._ Dated:07-07-70 ~~//'l~~ REGISTER OF WILLSI VALUE AS REAPPRAISED $-------+--850 00 1,288 77'-- 2,jj'§77 2.'ill ltO E INSOLVENTESTAT VALUE AS REPORTED VALUE AS APPRAISED $$ 00 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 FOR USE OF REGISTER ONLY Tax on $----------i--~ Taxon $~ Tax on $5% Thx~$1~ TU~$1~ Exemptions * Total Estate --!-__ 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 BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $---1 AMOUNT OF ESTATE TAX ASSESSED $-------.,1- Estate tax paid $-.Jl- BALANCE DUE $-----__~~ Add interest at rate of 6%from -------tto-----$------It=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 . MATIER OF THE APPRAISEMENT OF THE ESTATE OF GERTRUDE L.COULTER Deceased .. Late of . County of NOTTINGHAH TVJP... W/t~HIN.GTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ,I " Form RCC-2 .t DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS., HARRISBURG.PENNA.17127,,/" COMMONWEALTH OF PENNSYLVJ\NIA , I RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.'l:l.J.,y .7.1.:.L..~7.Q . COUNTY :w~.§ht.ngt..Q!.1.. FILE NO...?~.=.7..9.:.?§.:!:.. Whereas,:G.~r.t..:r.Y.,g~L.,g.9.:W,:!&r.late of ~g~.~.~,gJ:1.~~:.".P..~. in the County of ,Was.h.ingt.Qu Commonwealth of Pennsylvania,having died on the ~4 t..h day of ~P:r.;i..l.:19....7.9..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania·, Therefore,I,.....................................J1.~R..L ...G.h.9.P.§y...........................................................,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 Appraisement Description of Asset Values Made for Inheritance Tax Purpoles $ PERSONALTY: See conv of annraisement filed 850 00 JT.H.El.D: See conv of annraisement filed 1,288 77 Total 2,138 77 ESTATE INSOLVENT \ Having been duly swo.rn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ........................................................,.day of ................................................................................................................................................19 ............. ................................................................................................................................................................. Appraiser .............................................................................................................................................................. (Number and Street) ........................................................................................................................................,Penna. (Post Office) WASHINGTON County · .II I.• RESIDENT INHERITANCE TAX APPRAISEMENT Estate of GERTRUDE L.COULTER....... Deceased. Late of NOTT INGHMf TVJP. Date of Death,Ap.:r.:i.:L.?4.L..:L..9.7.Q . Appraisemel!t Docket Vol 315.,. Page,?5.~.?No ??:7.~.:??.~. Filed in Register's Office,~lJ..J.,y 7..L ..19.7.9. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal j1'om Appraisement,...........,. Entered and charged,. f