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Home My WebLink AboutOC1970-1189 - ESTATE OF WILLIAMSI I LAST WILL AND TESTAMENT--------_._------_._----------- I,HERBERT WILLIAMS,Widower,of 2750 Wilson _Street,Lincoln Heights,North Franklin Township,Washington Gounty,Penn sylvania,being of sound and disposing mind,memory and understanding,do I make,publish and declare this my Last Will and Testament,hereby revoking I I any and all Wills,or codicils,or writings in the nature thereof,heretofore by me made null and void. I I FIRST:I direct all my just debts and funeral -expenses to be paid "as soon as convenientlymay be done after my decease.!_ SECOND:AlloLmy estate,both real,personal and mixed and wheresoever situate,I do hereby give,devise and bequeath -- to James Martin of 2750 Wilson Street,Lincoln Heights,North Franklin Township,vVashington County,Pennsylvania. I no bond shall be required of her. appoint Bessie Mitchell of Lincoln Heights,Washington,Pennsylvania,to be the Executrix of this,my Last Will and Testament,and furtner direct that THIRD:I do hereby nominate,constitute and IIIIiI IIi I IN TESTIMONY WHEREOF,I,·HERBERT WI L L I A MS,have hereunto set my hand and seal this 9th day of November, A.D.,1964. ~fr#M_-_"_W--~--'-/~"-'-'-'--t--rr-----(SEAL Herbert Williams I) !i•ili, GE B.STEGENGA ORNEY AT LAW !INCTON TRUST f3LOGI IIASHINGTON.PA.,I IIn i~I SIGNED,SEALED,PUBLISHED and DECLARED by the said ..,..,...,••-.__po .~••_.~,......",.,-,._..-'~-"-'-"""-""""'."''''''._~...,,~,,-.~'..-.......,-.,-,- ;.. HERBERT WILLIAMS to be his Last Will and Testament in the presence of us who have hereunto subscribed our names at his request aswitne'sses there unto~in th'e presence of the said Testator and of each other. I., IlJ-I , i.. III I[! Ii I'I I I 1 II 'I II j II II IItIiI' \.. II t l.I'I ,GE B.STEGENGA! 'TORNEY AT LAW it NCT9N -r;1lJST t3l,OG:.\ ~~H"::fNGTON.r->j\.•q Page -2-I!i" j j Dtt;I~ 4 25 PH '10 COMMONWEALTH OF PENNSYLVANIA RECEive_ DEPARTMENT OF REVENUE COUNr~URfll.fI\~ HARRISBURG r CO;t"_G:' "'"{:i,'lID"N$ NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: TITLE ~t:AENgrA~~~~fl~I~~ION P_Ift_'_5B_'UR_.._GH__HA_fJ_l~_'.._.;t\L_._,WJ__~'~_ 6 SQtlth Ketn 3t.:NUADDRESSW.:.:..:a:.:.G.:.:.,hing;;::,..:.:::.~t;o:.:.n~•....;P....:.:a:..:.•....;1:;;::5=_~O'.:..:I:;;..."_ ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_S_aV'_,_#3}_'_46._11:_71_'~_ NAMES ON ACCOUNT Herbort W1Ulama or OR INVESTMENT --:~:;::::::::=====:::--------__ DECEASED JOINT DEPOSITOR,Herbert.tfiJJ..1:ataCTRUSTEEORINVESTOR---.-_ SQ;j(:162 ADDRESS "_wm=';;;;..;.~,,-,_iOl_,_1,_f8o ,_1'_30_1 _ DATE OF DEATH UOC_'_'~_,_~_~_'l_,__lm_,_,_---.-_ SURVIVING DEPOSITOR," BENEFICIARY OR INVESTOR Jlr&_'_,'._B_et3_S_1G_·_tt_1t._"C_M_J.l_'_ 2820 lfUson Stres't ADDRESS tl_8._shinat_._'·~"'o_n~"_P_a_._15_._30_1 --- RELATIONSHIP TO DECEDENT __'''_l_'f'.m_d_',_ DATE DEPOSIT OR INVESTMENT t~oVw1bet 1;,19f1lWASESTABLISHED _ BALANCE,INCLUDING INTEREST 01..988.49 J;..--99 U.J..~-DUE,AT DATE OF DEATH $~_T_.______:---_ Jf >f /?'--~~fY,/;t ~if?~~ 17 ;7,it -Signature '...- \. /;;% k·- ~ IvA,HINGTON ,PENNSYLVANIA 15301 OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:December 21,1970 County Washington County File No.J~//'0/ Bureau File No.&>..3 -/6 -//P/ t ,.., ENNSYLVANIA, OF REVENUE COUNTY COLLECTIONS RITANCE TAX DIVISION TO:MRS.BESSIE MITCHELL 2820 IN}ISON STREET We have received notice that,XXXXXXXXXXX1GL\xXXXXYXXx.xxxxxxxx,'ocx.x:xx.xxxxxxxxx on Doeomeop 1 19+0-,you Came into ownership of certain property through~mrm~,x..'OOC ~~~~.oox transfer from HERVERT vHLLIAl'1S,decea::.ed... Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:.It.Savingsi:Account #2048171 held in the PTTTSBlJRGH NATIONAl.["lANK.WASHUllTON QFFICE~yJASHHCTJN,PENNSYLVANlll..In the names of HERBERT WILLIANS OR I>1RS.BESSIE MITCHELL.Opened November 13,1957.Balance as of date appraised by the Commonwealth,as of the date of death,at $1,988.49 50 %of this amount is taxable at the rate of J 5 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $-------- AMOUNT OF TAX DUE D If you pay the above amount within three (3)months .of the date of death of the decedent,or on or before l'1arch 1 19 71 you may deduct a discount of 5%of the amount of tax due,or D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rote of 6%of the t.ax per annum is also due as of*_ 19__in the amount of *1£the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid (Agent for the Commonwealth) AS'SESSED BY:_--.:....._ TOTAL AMOUNT DUE APPRAISED BY:k "/"/:;:~ (Inheritance Tax Appr ser) $149.14 $================= INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: ~."".. Am~unt PaidOfficialTitleNameandAddressofPayeeDatePaid If you have already paid this tax to an executor,administrator,attorney or other persona decedent for forwarding to the Commonwealth,list below the dote paid,name and address of t you mode payment,their official title and the amount. Under certain circumstances,if,after the dote of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended. assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible f~r these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent hand!ing the admin istration of the general estate of the decedent or any other transferee.. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid- TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,_ ,for which I was legally responsible and which I did pay out of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF 19_. Si gnature of Taxpayer REPORT OF REGISTER OF WILLS I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $" Date of Approval:_----=---:"---;~:_:'"lT-------Register of Wills • COMMONWEALTH OF PENNSYLVANIA DATE .........J.a.nu.a;r.y.....1.4..J.......l.9.7.1. OFBEVENUE RESIDENT INHERITANCE TAX .................~~..~..~.~.':~~..~.~...................COUNTY COLLECTIONS COUNTY ABRISBUBG.PENNA.J 7127 APPRAISEMENT FILE NO•.......§..~':..7..9..::J.!..~.~................................. Whereas,................................B..e..r..b.e..r.t.....W.il.l..i.~m.~..................................................late of .....................Ji.e:t.~.hJ.~g.~.~.I.l .............................................. in the County of ..................................Washington............................................................Commonwealth of Pennsylvania,having died on the ....................................l....s.t...........................................day of .............D.e..c..e.mb.e..r................................19...7.0.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,....................JL..R..!......c..b.~n.e.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 Ufe 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 $ Jt.HELD Jt.Savim~s Account #2048171.held in the v lIH~H NATTlH.1..1AT RANK 'vAS~NGTON OFFICE. WASHINGTON.PENNSYLVANIA.Int the names of HERBERT WILLIAMS OR MRS.BESSIE MITCHELL. Onened.November 13.1957.Balance as of n~t'flIl nf'nflll~f"'h $1 QRR.4Q (One half taxable)994 25 I .. '. -."\. ,. " ._.-. '. , Total 994 25 fonn~;v~fhb::::~:.w~~,~~.~;~e~~$~~~e~~is:::t~~/ Appral .................................................~...........~.........................................................................................~./,.(mber an Str~et)·····..····..····....·..~·......·......·.."/l··..·······..·····..····..........................,..........,.............,Penna. (Poat Offl,,~) WASHliNGTQN...County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of HERBERT WILLIANS Deceased. Late of WASHINGTON Date of Death,.P..~.<:..~.~l?~.:r...J.L..J.~.7.9.. Appraisemel!t Docket Vol.,3..e.. Page,.l..~4.~.l.No 6..3..~.7'O.~.11.8.9 Filed in Register's Offi,ce,Ja.n.p.1.4.,19 71 Amount of tax due,$. DEPARTMENT OF REVENUE Rec·eived, Examined and Approved,. Wrote abo.ut Appra.isement,.. Appeal jt-om Appraisement,.. Entered and charged,. ,