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HomeMy WebLinkAboutOC1970-1213 - ESTATE OF FERGUSON&3-1/-//01 ¥,.,,.,,--""'-"-,_."---~--.-.,..,.•...,.--.~.-._-..,..---........""""",,,-,.~,,~~--~ 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) ;"" 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, " "/01.S"f /0 !/~(f (1/5 of 2/3 of 1/3.of 1/7 of $16.000.00)-4-&5.71 ,'"\I ,~ Personal Property NONE ----. , l-I-l-I-Vl!--- 0 0 0 C>..:::t .,:j"~"::.J" q q q q ,,"\("("~ ,.'. 0,,£)\D \.:J o C)(.;).-'":t ~"::.t ..::j'<c. , ,.i - ", --' , ,/ ;./O~,:~Lj /; 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 t 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. ;. I, ".j 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 , ,)·. ,. ~....,. ·-'I·.--•4 ..·.·.·~.·•..•. J .'·, ,·~ 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 I I~ I ,'.i 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 $..J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration t No . IN THE Year .. I , MATTER OF THE APPRAISEMENT OF THE ESTATE OF CHARIES E.FERGUSON Deceased Late of . County of CANONSBURG WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ,I J n ,..,,.-Form R~Q:-2..DEC 1971COMMONWEALTHOFPENNSYLVANIADATE................................................................................... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHIID NCOUNTYBUREAUOFCOUNTYCOLLECTIONS.............................................................................................. •_I .APPRAISEMENT FILE Nli3~7!~g9.~..............................................................HARRISBURG.PENNA.17127 Whereas,.............................Q.~~..$....~.!.....,~~.~$.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 h • , ,.,--- : - I form~;vi';:~hbl:~::~h~w~.CC()"7~~~~:~.~o~~~~~iS?a,d::~. ··················1~~~·..~~~t" ,.............)j4f.~~.......K~m ...Q~~~t.).........................Pe·a.. 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,.. } "\,