HomeMy WebLinkAboutOC1970-1213 - ESTATE OF FERGUSON&3-1/-//01
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Form No.RCC-62 (6-70)THIS FORM REQUIRED IN ALL'ESTATES,WITH GRlOSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961,
EFF~SrIVE.JANUARY 1,1962,(FILE IN DUPLICATE WrrH COPY 'OF WILL ATTACHED)
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OFFICE OF THE REGISTER OF WILLS
;>y ""
County of 'Y:~~~~~~.t.~~....... .....'";1 <::!SS
.,.,~H9~.M:.~y~~,,..,.',, ,of ..G~AqIf~P.q~g/.Ryp.p.,~y'~y~p.,ip.c:..
(Name)(Addre..)
being duly .__?_~.?£~.__.according to law,deposes and says thaShe is the ..~~_~~!??_~~~__" .__.._...__.
,(Exec.,Adm",Legatee,Etc.)
of the estate of.Cb.a:r..l.e_~__E_•...E.e.r.g!J-~-QXL,-------------whose last residence was J;"?-:r.Jerpi~)Wasb.ingiQ.H_.C.QUnty...,.(No.)v (St=t)
...~.~~~-?X~~~~~~---..__"deceased,and that the whole of the estate of said decedent,who died }_'::l.~Y.J9_~_J~.?9 ._
(City,Borough or Township)(Date)
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 A~m RELATIONSHIP OF OTHER OWNERS,
Real Estate An undivided Ii5'of 2'/3 of ll7 plus 1/5'of 2/3'of 1/3,of 1/7'
Estimated
Value
,.
~...
i ,~t in thp following desCliibed realty:All the undivided 1/7 interest in
-"those two certain lots of ground situate in the Third Ward of the Borough of
('1'Washington County.Pennsylvania being known and designated
<:>
as Lots 278::.~nd 279 C~...rp'Land and Imnrovement Comnanv said
Plan being recorded in PB 3.page 48.S id lots were sold to M.E.Kus-
turiss et 11X hv nppn of n",n;pl Mr.(;l1ll()IlO'h pt ~1 .1 .1
,.
1970 and;-recorded in Deed Book nalJ'e :<:::pll;nO'nrirp
was Sixteen Thousand Dollars.(1/5 of 2/'J of 1/7 of $16.000.00)plus30'1.7 b 3aL£1t,
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"/01.S"f /0 !/~(f
(1/5 of 2/3 of 1/3.of 1/7 of $16.000.00)-4-&5.71
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Personal Property
NONE
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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.x
·,...;.
Jointly Held Property Es~matedNONE'alue'--~
-
-
,t'-
-
Transfers within TWO YEARS Prior to Death
NONE
t t t
t t
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That 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 de,cedent's individual name,with right of access by another as agent or deputy,with the exceptionof 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
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
Florence Ferguson Wife Yes REsiduary
Charleroi,Pa.
Muriel Braun Daughter Yes Residuary
Ellsworth,Pa.
Rosemary Patisek Daughter Yes Rp!=:i -,
Bentleyville,Pa.
Patricia Anselmino Daughter Rp!=:i r11l~'Y''\7
New Eagle Pa.
IN THE COURT OF COMMON PLEAS OF VASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN HE:
ESTATE OF CHARLES E.FERGUSON,
Deceased
NO._.L-/_~_)_'--3__...,.1970
PETITION FOR SETTLEMENT OF SMALL ESTATE
TO THE HONORABLE,THE JUDGES OF·SAID C9URT:
The Petition of Florence I.Ferguson ~espectfully
represents:
1.That Charles ..~..Fergul;3on died intestate on July 16,
1970.His residence at the time of death was'306 Fifth Street,
Borough of Charleroi,Washington County,Pennsylvania.
2.Your petitioner,whose address is 306 Fifth Street,
Borough of Charleroi,Washington County,Pennsylvania,is the
surviving spouse of theefecedent and on the date of decedent's
death,she formed part of the decedent's household.
c,
3.That the-decedent and petitioner were married on
Octpber 1,1923 at the Court House,Pittsburgh,Pennsylvania.
(Allegheny County).
4.That the decedent-died intestate.
5.That the petitioner as a surviving spouse Who con-
stituted part of the Testator's household,is entitled to the
family exemption.
6.That the sole asset of the estate of the decedent
is E,the proceeds of an award under the Federal Coal mine and
Safety Act of 1969,which consists of the accumulated.unpaid
benefits of the decedent from the date of the award to the
date of death which totals Seven Hundred and 20/100 ($700 .20)
Dollars.
7.The petitionet has paid the decedent's funeral ex-
pense to Bebout &Yohe Company,300 Second Street,Monongahela,
Pennsylvania in the amount of One Thousand,Nineteen and no/lOP)
Dollars.
8.All creditors of the decedent's estate have been
paid in full.
9:'The children of the decedent and petitioner,all of
whom are sui juris,with their addresses are as follows:
Muriel Braun,Box 595,Ellsworth,Pa.
Rosemary Potisek,R.D.#1,Bentleyville,Pa.
Patricia Anselmino,New Eagle,Pa.
..
WHEREFORE,the petitioner p~ays that the Court direct
distribution of the-property of the decedent to Florence I.
Ferguson.
..~
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
SS:
Personally appeared before me,the undersigned authority
in and for said county and state,FLORENCE I.FERGUSON,who,
being duly sworn according to law,deposes and says that the
facts set forth in the foregoing Petition are true and correct
to the best of her knowledge,information and belief.
IN WITNESS WHEREOF,she has hereunto set her hand and
seal this 11th day of December,1970.
"
SWORN to and subscribed
before me the day and
year first above written.
I.
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IN THE COURT OF COMMO~.PLEAS;OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN HE:
ESTATE OF CHARLES E.FERGUSON,
Deceased
DEC R E E
NO •I cd..:1---3,OF 1970
AND NOW,to wit,this /5't~ay of ~,19k
upon consideration of the annexed Petition and pursuant to the
provisions of the Fiduciaries Act of 1949,P.L.512,and its
amendments,the property of the Estate of Charles E.Ferguson,
Deceased,namely the proceeds of an award granted under the
Federal Coal Mine and Safety Act of 1969 to Charles E.Ferguson,
in the accumulated amount of Seven Hundred and 20j'fhOO Dollars
($700.20)is ordered to be distributed by the United States
Government~through the Treasurer of the United States and
awarded t9 FLORENCE I.FERGUSON,widow of the,decedent,as the
sole beneficiary of the Estate of Charles E.Ferguson,deceased.
),':
RESI.rrENT DEC~DENT DEBTS AND DEDUCTIONS CLAIMED
NOTE',List first five items in the spaces so provided observe notations thereon,and instructions.,
DEBT OR 'C'LAIM NATURE OF SAME AMOUNT THIS COLUMN
ltEGISTER ONLY
Funeral expenses paid $$
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
,
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Total
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.
.."'l.TfSubscnbedandsworntobeforemethis..I , , ' .·.··~¥.i.iJ~nt
6 c:::r-t -£~~'--,/\,.1\":H--......~:.':':.~;~~~:~~:r:-.!~:,:,:~1;l~.
,(Street Number)
...,,q~~~~~l::>~~~~~..1.~~.~7 .
(City or Town and State)
In the event that any futuI'e intel'est in this estate is transfelTed in possession 01'enjoyment to collatel'lll heirs of the decedent after the
expiration of any estate for life 01'for yeal's•.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 THfR'JtGIST~ROF W L~
I,the undersigned duly elected Register of Wills in and for., .LeI."~-:""""'1.,~...J......"County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by depone except as to those items where a greater or lesser amount
is set fortll in the last column to the right in said schedule above,which greater or esser amount represents the sum allowed as a deduction.
Dated:.•·0 ~'••••••••••••••••••••••••••••
,Register of Wills
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Form No.RCC-62 (6-70)
WillAdministration INo Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Charles E.Ferguson
Deceased
La~of Charleroi....................!..
County of ..W.a.~btJ;lgtpn .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
S11lM AO tl3!Sm3~ONI~VW 113SSnCJ
9": 1 WV 17 AON U61
031ld
Howard O.Stevens,Attorney
':
RCC-Bl (6-70
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
ALBII...
(Executor or Administrator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
In Re:Estate'·()f '\~B.rat!CUSGI
'tIi88"-t::.~'-'-Il:n'County -Fi Ie No.~_··_··_tA_·_._a_.._'..._.·_
'Dear BlS.8Ift,
.You are hereby notified that the =...=-'·..:"::·..•.::-0.::;::;11=.···,--11.=.',--.-===........_
appraisement in the estate of CRAame ,.na.cUSOl
has been filed in the oHi,ceof the RjBister of ~ills of.WASI:_.,;
,,c::ountyon .~I,,1~_.•_._,SOld appraIsement reflects the following
valuations:
Real Estate 1A6.J4
PersonaI Property----,----------'---
Transfers__'---------
~:it:tlly Owned ---i_....."'..fa:,f\~.$4~..:---------
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 an appraisement may appeal therefrom
as provided by law.
Date ......,.1.971
Note:This is not a bi II.
SignedSr~&L AWP-UvIV
~L ~ApprAlatf I.Title -'--_
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of FERGUSON,CHARLES E.
(Last Name)(First Name)(Initial)
DATE OF DEATH~7/~/1.:....::.6!..-/7=-O__FILE NO.~
t 3 -7tJ"/;/J3
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON
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:DECEMBER 7,1971 ~;('~~.AAJ
INHERITANCE TAX APPRAISER
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 as a deduction.
Dated:_
REGISTER OF WILLS
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 AS
$-------'1'''-'--
none
406.34
VALUE AS REAPPRAISED
$-----..,---+---
Valuation of life estates or -t=
FOR USE OF REGISTER ONLY
Tax on $----------1--2%
Tax on $@
Tax on $5%
Tax on $10%
Tax on $15%
~~pti~s *
Total Estate -I-__
TOTAL TAX
COMPUTATION OF TAX
$--------1---
$--------1---
$--------1---
$--------1---
$-------+--
$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 ::::::::::::::t====
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $---J .
AMOUNT OF ESTATE TAX ASSESSED $------IL-
Estate tax paid $--Jl-
BALANCE DUE $~I___
Add interest at rate of 6%from
------tto-----$-----~t=TOTAL TAX BALANCE $-----~.PAID $..J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration t No .
IN THE
Year ..
I ,
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
CHARIES E.FERGUSON
Deceased
Late of .
County of
CANONSBURG
WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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,..,,.-Form R~Q:-2..DEC 1971COMMONWEALTHOFPENNSYLVANIADATE...................................................................................
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHIID NCOUNTYBUREAUOFCOUNTYCOLLECTIONS..............................................................................................
•_I .APPRAISEMENT FILE Nli3~7!~g9.~..............................................................HARRISBURG.PENNA.17127
Whereas,.............................Q.~~..$....~.!.....,~~.~$.9.~....................................................late of CCFfARI.EROX............................................................-.................................................
in the County of WASHINGTON of Pennsylvania,having died on.................................................................;.......................................................................Commonwealth
the ...................................16th..............................................day of ...........J.V.~I ....................................................19.........7?seized and possessed of ail estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,DOMINIC R.DeMARIA appraiser duly appointed according to law,......................................................................................................................................,an
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 aftertheexpirationofanyestateforlifeorforyears.the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraisementDescrIptionofAssetValuesMadeforInhe.ltanceTaxPurposes
REAL ESTATE $
See copy of appraisem:mt 4061034
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form~;vi';:~hbl:~::~h~w~.CC()"7~~~~:~.~o~~~~~iS?a,d::~.
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RESIDENT INHERITANCE TAX APPRAISEMENT
WASHINGTON County
I I
Estate of
CHARIES E.FERGUSON
Deceased.
Late of
CCH~RO:D
Date of Death,JU.LY.1.6~7Q .
Appraisemel!t Docket Vol.,···················':i······"Jo··~··.·········.·······.1 :4&..:7 -70~/.z.i'-.J
Page,2,;L..2...~7 No .J~=~:::~.
Filed in Register's Office,19 .
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abaut Appraisement,..
Appeal j"om Appraisement,..
Entered and charged,..
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