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Home My WebLink AboutOC1970-1203 - ESTATE OF WHITEIN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF JAMES WHITE,DECEASED ) )No. ) TO:THE HONORABLE,THE JUDGES OF SAID COURT: PETITION FOR SETTLEMENT OF SMALL ESTATE The petition of EnolarWhite respectfully represents: 1.That your petitioner is the widow of James White,Deceasei, and resides at 1324 Industrial Avenue,Lorain,Ohio. 2.That decedent,James White,died intestate on November 7, 1970,a resident of Marianna,Washington County,Pennsylvania, sixty-seven (67)years of age,having been born on January 13, 1903. 3G That decedent's entire estate at the time of his death consisted of the following asset: PERSONALTY: a.Benefit payments under the Federal Coal Mine Health and Safety Act of 1969 in the total sum of $300.00. REALTY:; None. 4.That the said James White,Deceased,was survived by the following heirs-at-law~ a.ENOLAR WHITE -Widow b.MARY ELIZABETH JACKSON -Daughter c.DORABELLE JACKSON -Daughter d.M~GELINE WILLIAMS -Daughter e.DELORES DANIELS ~Daughter f.BEVERLY BARREN -Daughter g.ARVADELLA SHPRONIA ROBINSON -Daughter h.WILLIM{THOMAS WHITE -Son i.CLARENCE EUGENE WHITE -Son All of the above heir-at-law being sui juris. 5.All of the creditors of decedent have been paid in full. 6.That the petitioner and decedent lived together in the relation of husband and wife up until his death as she stated. 7.That this petition for settlement is made pursuant to the provisions of Section 202 of the Fiduciaries Act of April 18,1949, P.L.512,as amended,pertaining to her Family Exemption of $1500.o. WHEREFORE,petitioner prays that the Court direct the Depart- ment of Health,Education and Welfare,Social Security Administra- tion to pay to Enolar White,widow,on account of her Family Exemp tion,the sum of $300.00,due the Estate of James White,Deceased, as benefit payment under the Federal Coal Mine Health and Safety Act of 1969. And she will ever pray, WASHINGTON-GREENE LEGAL AID SOCIET ~,~ Attorneys for Petitioner STATE OF OHIO COUNTY OF LORAIN ) )S8: ) ENOLAR WHITE,being duly sworn according to law deposes and says that the facts set forth in the foregoing Petition for Settle ment of Small Estate,are true and correct to the best of her information,knowledge and belief. t~11J~Enolar White ~ Signature of Public ,', L IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF --JAMES WHITE,DECEASED. ))NiO._ ) August L.Sismondo,Esq.,of the within petition and on motion DECREE OF DISTRIBUTION AND NOW,this~day Of--_~~__~~,1971,upon consideratio and Maury D.Nusbaum,Esq.,attorneys for Enolar White,Petitioner distribution of Three Hundred ($300.00)DOllars benefit payment under the Federal Coal Mine Health and Safety Act of 1969,due the Estate of James;White,Deceased,is hereby ordered and decreed to be made to Enolar White,widow of said decedent on account of her Family Exemption. And the said Department of Health,Education and Welfare, Social Security Administration,is authorized and directed to effect the distribution of said sum of Three Hundred ($300.00) Dollars as set forth herein above:said distribution to be made without the grant of any letters in the Estate of James White, Deceased,or further notice,and that this Decree shall be suffi- cient warrant for so doing,and that,upon making such payment in distribution,the Department of Health,Education and Welfare, Social Security Administration shall be released and discharged of and from any further liability and accounting to anyone,for or on account of the same. RCC-43 (5-65) COMMONW~ALT!:IOF PENNSYLVANIA IiDEP~TMENT OF REVENUE roy 8U~~EIVEf) HARRISBURG "Nt)'eo~lJR5" Ili..'.,,~d 1611"ov 18 .'..$ 3 ~9 fJI'll J 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: NAME OF REPORTING FINANCIAL INSTITUTION --4:-l{';;.,j,h.....;o;.:;7.:.t.{'....L.·r:.:..:.I,,~.4'-'-..·.~\',.';;:..;·,l.....~:J.t.-':;~~:..:....l,~------ ADDRESS EO!;)l\t'trt I1,.,f!to/j r';l.~i';fW~"tnt:;too.&!",~;;,'" ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT--l.J.#",:;z:!",-9:...:~~~:~r~!:::.:!'t~ri:..:..::rWa...JJlo:..l;-'-_ NAMES ON ACCOUNT OR INVESTMENT 'mit':#;?~1~}~'1:~1111'Wrd.~j'~!'M'''\tlulG,\lilil.E'i apt}~nrnOff\ --,... ADDRESS ""~.f''l.ann'1J jll,s.3SJh5 DATE OF DEATH t"!,,,,,,,,,.,,,,,,,",,Wi ''Y ~("7 /t.~).$'4~~~""~,,,,,i'......~,~!J 'f/tfY'tV SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR lr"JlU;',~~.aa s.~'b~ ADDRESS H6~f!D/~If!)l!!! RELATIONSHIP TO DECEDENT PntJ!'f~t"'DATE DEPOSIT OR INVESTMEN-T---:=.,;=;;::.,=-.------------ WAS ESTABLISHED h,thet'cFs,:t"J!!,~~1r;...,'1,.11m.MdI~2!I1-'C v BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $...::111~~::,=:'~'i!'g!:::.l!3::....·_ Signature t1.d-~P;re~1~~nt tITL~ RCC-134 (1-69) COMMONWEALTH OF PENNSYLVANIA, DEr?ARTMENT OF REVENOE .-"~--.A!3UREAU OF COUNTY COL LECTIONS INHERITANCE TAX DIVISION --i=!__ OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMEI'·rf·AND ASSESSMENT OF ASSETS NOT ~UBJECT TO ADMINISTRATION TO:AlU£A,IlELLA S.BQBI'NSON. MARIANNA,PENNSYLVANIA.-,15345 Date:NO_"v_e_'m_b_e_'l:_'_'2_3..::.,,_1_9_'_0_"'_ County __--!lJW..ila..s:.uh....i.uu.g...'tw.ODu.----- County File No.---- Bureau File No.k!-to ~/cJrJ ? We have received notice that,UUXlJKlfXtl~~JtlUXLXXXXLlXXXXXnXXXXX:x.lXXnLUXXXL'{XX on Noveliber 7,'"19:n1,YQU Came into ownership of cert~in property through NPaIUU~w.cJ, XH\~B«l1Hl.lUntiXWW transfer from,JAMES wlUTE,decea.sed.,, ,'\, appraised by the CommonweQlth,as Qf the date ofdeQth,at $1 :.095,53 100 %of this amount is ta?<obl e at the rate of fi % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT I.,ESS:ALLOWED DEBTS NET TAXABLE AMOUNT $1,095.53 AMOUNT OF TAX DUE 65.13 o If you pay the above amountwithin three (3)months of the date of d~ath,of the decedent,or on or before .Feb.7 """'"'19'~you may deduct a discount of 5%of the amount of tax due,or D This tax became delinquent,fifteen (15)months ,after the dote of deatband,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of *-- 19 ,"in the amount of --~-------- *If the tax is not paid by the obove date additional interest is due at the rate of 6%per annum until paid CTIONS TO TAXPAYERS ASSESSED BY:_-_----------- (Agent for the Commonwealth) $=================65.'3$TOTAL AMOUNT DUE ( APPR AISED BY:"'-.6r'r..,L....-A,..-~~~~~- Make checks Qr money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: If you have already paid this tax to an executor,administrator,attorney or other personal representative of the' decedent for forwarding to the Commonwealth,list below the date paid,name and oddres,s of.the person to whom you made payment,their official title and the amount.....~•.J....~..~,~ Date Paid Name and Address ~f Payee Official Title .Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expense~ 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 cOlT!putation 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 exami'1e the debtsclaimed 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 for 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 handling the administration of the general estate of the decedent or any other transferee.. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid / /'30 .'JIJ -.LJ'",".",r:.,./"/k--~'75~"r"!.J /4'/Cl t1''" (//~ TOTAL $I)t//9-00 (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,f for which I was legally responsible and which I did payout.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__. REPORT OF REGISTER OF WILLS Signature of Taxpayer 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 $p Date of Approval:_ Register of Wills -----_._--- >,...... Form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ...........P.(3,.9..(3,.I~lP.~:r......g.2......J.::.9.7.Q.... DEP~RTMENT OF REVgUE ""-.-'~..; TAX BriitEAU OF RESIDENT INHERITANCE COUNTY .....W~.~h.:hP.gt..9.p.............................COUNTY COLLECTIONS "....... HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•......~?:7..9.:.~?g?........................._.................. Whereas,James 1rJhite late of Marianna..................................................................................................................................................................................................................................................................... in the County of ....................................J!~.§bJDgt ..9.:p.............................................................Commonwealth of Pennsylvania,having died on the ......................................~.f3,y.f3,p.y..p...................................day of ...........J:~:~Y.~J!ll?5~!......................................70 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,1,1.R.CHANEY 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ T'l'c:.8 :/J.,..,,..,,..,,..,h.,lrl ;,...,t.h.,~'IHS'.~II\TAT 'RA l\TK &~~,~~1\111:.'-;11\1'1\1A'7 COMPANY.WASHINGTON OFFICE.WASHINGTON,PENNSYLVANIA.In the names of JAJ.1ES OR ENOLAR v'iHITE OR AHVADELL.A S.ROBINSON.Opened 9-21-70. BALANCE AS OF DATE OF DEA.TH $1 oq'1,'1'i 1.095 53 ." I ..,.... .. ... ,. . .... ,~'...~. ! I ! I fonn~;~fhb::::~:.w~:~.~o~e~~~~t:~~=r~se?:e~~:ii~~:I Appraiser ..............................................................................................................................................................t..J .(Number and Street) Penna........................~..................................................., (Post Ofllee) ~J;. - ltlASHT::JGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JA:tvms wHITE . Deceased. Late of MARIANNA Date of Death,U~?J.~7.Q . Appraisemeilt Docket Vol.,.. Page,...............................................No. Filed in Register's OfJi.ce,.P.~.~..•....JJ.19 7.Q Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,ut Appmisement, Appeal f,.om Appraisement,.. Entered .and charged,.. l .,t, f