HomeMy WebLinkAboutOC1970-1216 - ESTATE OF LITTLEi ---/
WILL OF EDNAR.LITTLE
I,EDNA R.LITTLE,of the Borough of Houston,Washington
County,Pennsylvaniaid~hereby make,publish and declare this my
Last Will and Testament,hereby revoking all other wills by me at
any time heretofore made:
h I give,devise and bequeath all my estate,of
whatsoever kind and wheresoever situate,unto my brother,J.
Alvin Little,~nd my sister,Janet L.Banfield,share and share
alike.
~I nominate,constitute and appoint my sister,
Janet L.Banfield,to be Executrix of this my Last Will and
Testament.
,WITNESS my hand and seal to this my Last Will and
Testament this d.{tL day of December,1953...
(SEAL)
Signed,sealed~published and declared by the above-
named Testatrix as and for her Last Will and Testament in the
presence of us,who,at her request and in her presence and in the
presence of each other,do hereunto sign our names as witnesses
thereto.
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OFFICE OF THE REGISTER OF WILLS
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63-70-1216 4
County of ..Washington..........~
.............~.O;:t:l~.t..~??:11f.~.~~9-of 9?:!19fl.~1;>~.r:g"nrgi r)+p...
(Name)(~esa)
bein~duly ~j'L9J~r.L .according to law,deposes and says thaShe is the---~~-~~-~~!'J~A-d----------------------------------(Exec.,m.,Legatee,Etc.)
Form No.RCC-6~(12-66)'~HISFORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 7;1 ::.~CT'OF JUNE 16,1981,J
EFFECTIVE JANUARY 1,1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)• .~$-7 6 ~\~71.J ~"-_
of the estate of ~gJl~R_!I:"J_ttl~whose last residence was H~J&h;bn~9_n(-S---B)-?-lJ---------------
.(No.)treet
______.__._~~_I2~!.l.~~_~~~...deceased,and that the whole of the estate of said decedent,who died __p-_~~_!e_,)---J-2.7.Q
(CitY,Borough or Township)(Date
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANGES 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.
Real Estate Estimated
Value
NON E NONE
~
C/
~~e-----.
\~~
~~:b
~l ~
y~-/J
\~~,)~
Personal Property
1.Clothing and personal affects NONE
0/1/2.Cash '/':J=.J 67.00
3.Checking account no.152755157 in Houston (Pa.)office of
~/'
Western Pennsylvania National Bank J 589.91)
4..Savings account no.S-6786 in First Federal Savin~s and ~
'?/"
Loan Association of Washington ,/~-->'668.0~
~v
5.Medicare refund ;z-../42.40
,
TOTAL $1367.40
NOTE:You may expedite the processing of this return by filing with it,and asa.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.
.,~.~-'"\;
Jointly Held Property Estimated
:Value..~
to
_.
1.252 shares Axe-Houghton Fund B in joint names of decedent and..-
J.AIXin Little as jOi¥t ~~¥aHts w~1~right of survi,t0rship 96~.90@$7 ,s -total value 1.2 .o.o~t~Y~h'A .IIA(_
"/1-'
2.480.003 shares of Axe-Houghton Fund B in joint names.of dece-
dent and Janet L.Banfield as joint tenants with right of L lR~h nnsurvivorship@$7.65.Total value '$~672.00.C)O~taxable...<:1
v "/
3.United States Savings Bond Series E registered in names of
decede~t gor"8nePhew and nieces (see attached list)-tot~value I,11.3.50%taxable rr-1((:::}"1 905.91
'/v ..".
$3705.81
-
Transfers within TWO YEARS Prior to Death
l.Savings account no.x-681 in Mt.Lebanon Federal Savings and
Loan Association in the name of decedent as Trustee for Janet 67r-'/'-W7
I J
L.Banfield $680.95
That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly wit~,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
Western Pennsylvania National Bank Edna R.Little (Janet L.SisterHouston,Pa.Banfield,Deputy)
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
Janet L.Banfield Sister Yes Jne-half of Estate,
Hutchinson Hall joint ownership of..........
Canonsburg,Pa.v~~..,v ""u""'........"".....O'....Ypftrustsavings
ficcoum:;
-
J.Alvin Little Brother Yes one-half of Estate,
106i Findley Drive ~oint owner of stocksPitsburgh,P~
~~o/es A.Littlet Jr.Nephew Yes i"o-owner of F.BannsEastPikeSreet
Houston,Pa.
Elizabeth L.Smith Niece Yes ~o-owner of E Bonds
M~t:~!fstr.~PB;~ld~~&hStreet\~e 'i:>A ;;·,;O'~n
~~~~o~~~,~++-F~ehl Niece Yes ::o-owner of E Bonds
Pittsburgh,Pa.
I,
Ruth L.Hummel Niece Yes ~o-owner of E Bonds
~41U cece,l.J.a .CJ.rc.le .Buena Park.CalifornJ.a
.....'.'-.
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ESTATE OF EDNA R.LITTLE,DECEASED
SUPPLEMENT TO FORM NO.Rcc-62
LIST OF UNITED STATES SAVINGS BONDS
Edna R.Little "or"James A.Little,Jr.
Q 1 278 680 947 E
Q 241 611 928 E
Q 729 316 837 E
C 241 611 927 E
Q 1706 851 493 E
Q 1800 482 935 E
~1860 114 980 E
L 599 460 325 E
July 1956
Oct.1956
Dec.191~5
Oct.1956
Nov.1959
Dec.1959
Dec.1960
May 1963
Value 12/8/70
$31.10
12 11.88
42.91
12 11.38
28.46
28.51
27.47
50.40
Edna R.Little or Ruth L.Hummel
L 317 402 363 E July 1956 62.20C241611926EOct.1956 12 11.88C241611925EOct.1956 %:;1211.88Q1706851491ENov.1959 28.46Q1800482934EDec.1959 ,28.51Q1860114979EDec.1960 27.47L599460326EMay196350.110
Edna R.Little or Mary E.Smith,a/k/a Elizabeth L.Smith
C 241 611 922 E Oct.1956 124.88C241611921EOct.1956
V0
124.88L317402361~E July 1956 62.20Q1706851492ENov.1959 28.46Q1800482932EDec.1959 28.51Q1860114977EDec.1960 27.47L599460328EMay196350.1W
Edna R.Little 6r Marjorie L.Faeh1
(formerly Marjorie Mae Little)
Q 553 898 843 E Dec.19 1)4 43.92Q1278680948EJuly195631.10C241611924EOct.1956 124.88C241611923EOct.1956 124.88Q1706851495E.Nov.1959 28.116Q1800482933EDec.1959 28;51Q1860114978EDec.1960 27 .117L599460327EMay196350.40
.,.....•,...t
RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
...NOTE·List first five items in the spaces so provided,observe notations thereon,and instructions
$Funeral expenses paid
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN.--------=-=-=--=-=-=-c:=.::c::.::..::...--·---.-----------=--"-"'-'-'--"-"-'-'-'----=-'----'-----------.----=:..::.::.---"'--=--.----+OiKEGISTER 0 NLY
$
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
See Separate Statement of Debts and
Deductions (Fcrm RCC-IO)filed herewith.
Total
·.9.~~C?~:;;?~.~g~..R~.·.
(City or Town and State)
·{QfukVY;:.:t.!~.~~J:'e£c/.C'~-(Executor-x'rbfxiXi:ltxax.~....-r ...
·.~pt.,..a.A"..H1).t~o;i,n~Qn ..Rall .
(Street Number)
Subscribed and sworn to before me this .
(0-/0 tt;-7/........................dayof :,19 .
....~~p..
-WASHINGTON,WASHINGTON COUNTY
:MY COMMISSION EXPIRES ;UNE 25,1974
-M~mbef)PanAS}f.JiliaAssaeiatioii ofNOla.las
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.
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this
...................,-..~.day of ~(Ji.~.j~.:l;..7.!A.J·.
...........~.~..V ..~...
In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after the
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.
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for ..w.~~County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by depone'lt,~xceptas to those items where a greater or lesser amount
is set forth in the last column to the right in said schedule above,which greater or lesser amount represents the sum allowed as a deduction.
Dated:.
Register of Wills
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Fonn No,RCC-62 (12-66)
WillAdministration INo Year ..' .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Deceased ,
Late of .
County of .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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JFormRCC-10 DEDUCTIONS ALLOWED IN
--•;2-6 'JOFFICEOFTHESTATEMENTOFDEBTSTHESUM.OF __. ... . . . ...$."ii.~:-?~0
REGISTER OF WILLS .,
Washington AND DEDUCTIONS
DATJJVut .~.O··197'1··~·~~S~LLMA..IN.COFCOUNTY
!.(~AND AGENT OF THE COMMONWIiALTH
'a.(LJ..-<;/~.f-7tJ -/;2 It.~GJ IS ~er I Register of Wills,Agent
ESTATE OF EDNA R.LITTLE LATE OF Canonsburg,Pa.
DATE OF FILING APPRAISEMENT OAT&:OF DEATH December 8,J970
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHIOIlt
197C
12-15 Register of Wills Probate 16 00
12-2~Washington County Reports Estate Notice 14 00
12-23 Canonsburg Daily Notes Estate Notice 12 50
1971
2-5 Speakman Funeral Home Net Funeral 1.720 00
2-15 Barbara Craig Notary Fee 1 00
5-~McCreight,Marriner and Legal Services 300 00
McCreight
5-t:,Barbara Craig Notary Fees 2 00
1)-~Register of Wills Filing this statement ~00
5-(.Kurtz Monument Company Net monument 21)00
TOTAL 2,°93 50
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COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF Washington
I.Janet L.Banfield HEREBY CERTIFY.THAT.TO THE BE8T OF
MY I<NOWLe:OGE AND BELIEF,THI!:FOREGOING IS A JUST AND TRU E SfATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Edna B.Little DECEASED,AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.r~rZi3CVhpeelSWORN-$?t~UBSCRIBEDBEFORE ME THIS ~ft.J (L.S.)
DAY.~/l,1112L.....--..r<A ?J ~•AI-./(I;,JIj D
BARBARA CRAIG.NOTARY PUBLIC (JWASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES ;UNE 25,1974-
Member,Pennsylvania Association ofNotarlei
~....'.
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R CC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
JANET L.BANFIKLD
IN YOUR REPLY PLE....E
REFER TO
38-125-9
.J
In Re:Estate of__----.!::E!:!D:!!N~A_:!R~.!!.......!!:L~I:=.T..:!:.TLE~,_
_____--ILWjUiA~SwHu.I~Nu:GT..LlOUJNLlL_County -File No.63-70-1216
Dear Miss Banfield,
You are hereby notified that the ~o~r~i~g~i~na~l--_--------~-
appraisement in the estate of ~ED~NwA~R~.~L~l~T~T~I~E~___
has been filed in the office of the Register of Wills qfWASHlNGTON
County on .Ill];}'29 ,192]...Said appraisement reflects'the
following valuations:
Jt.Held ~----.3~,-+7.1.llC.5i<lJ,.~8~1 -
Personal Property J~,3~6~7~.~J~IOL-------
Transfers -..l.6.u;80;n'l..o'9~5L..------
Tota1 ,.J-5....,7.(....;5,J.J.4 0-1).1,j6l.--_
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 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.
Date --'J.uul~y-=2CL-9....,.....1...9'7LLA1 _Signed Ql/udl \%-.t/~~.
Title ALFRED TOSl,APPRAISER I
DATE OF DEATH:December B,1970
Note:This is not a bill.
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of LITTLE
(Last Name)
EDNA
(First Name)
R.
(Initial)
DATE OF DEATH 12-8-70 FILE NO.63-70-1216
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_WAn·9!Sl.!.ilHI""Nu:GId.T..I..:O~Nu-_
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".
July 29,19£1Dated:_---'...,.,."'<1--=-~.......L.U::"'------
REPORT OF THE REGISTER OF WILLS
..
JUt 30 1971 RUSSELL MARINODated:
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",whic reater or lesser amount represents the sum
allowed as a deduction.
3,660 663,660 66
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$-------+--
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 ONL.Y
Tax on $----------f--2%
Tax on $---------i--.6%
Tax on $---------i--5%
Tax on $10%
Tax on $~hh()hI..~
Exemptions *
Total Estate --I-__
TOTAL TAX
COMPUTATION OF TAX
$--------4---
$--------4---
$--------4---
$-------+--$..;,.ll~:.Jl+_;••0;l..-4.'.1.l().L..-.
$l....-_
(*)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 :::::::::1:::::===
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $---1
AMOUNT OF ESTATE TAX ASSESSED $------'L-
Estate tax paid $-...IL---
BALANCE DUE $---11_
Add interest at rate of 6%from t=
------'l:to-----$--------l'
TOTAL TAX BALANCE $----~PAID $-l
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same Should be noted below,with short explanation.
Will
Administration !No .
IN THE
Year ..
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.E:PNA,,R..,,L:rr'l':LE
Deceased
Late of 'CANONSBURG
County of.'...WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~
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I Form RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE ....J.uly....2..9,.....19.l1............................................-;;DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ......w.A~.m;NQ~9.N..........................................BUREAU OF COUNTY COLLECTIONS COUNTY
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.............9..3..~.7~1?.4,.Q .......................................
Whereas,......................................EDNA...R......LIT.TLE.............................................................late of ..........................CANONSB.URG..................................................
in the County of ..........................................W4S.HlNGTON..........................................................Commonwealth of Pennsylvania,having died on
the ..........................eighth................................................day of ...............D.'e.cemb.er...................................19...70..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,..............................AL.F.~....T.Q$..J;..................................................................,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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
$
PERSONAL:
SEE COPY OF APPRAISEL 1.367 11.0
JT.HELD:
S'li:F.{!(Yr;!V LI ~.TO !J.PPRlI 3,705 B1
TRANSFERS:
SEE COpy ATTACHED TO APPRAISEMENT 680 95
!-~
t.nt.::l.l S.7SL.16
I.I
~.
.
!,
Having been duly sworn according to law,I do h~reby certify ~at the above appraisement is made in con-
formity with Jaw on this:;g..<t::.L day of~}ill~;~i~;;;;;z,~'!f;!;;'
.....................................................................................................................................................,..,.....
(Number and Street)...........................................i.u~.........................,Penna.
(Post ee)
..........................WASHING.'J:'QNi.\.......................................County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
EDNA R.LITTLE.............................................................................................................................
Deceased.
Late of
.C.illiQ.NS.B.URG.,..,,.",.,.., .
Date of Death,.J2~.~.7Q ..
Apprat"semel!t Docket Vol.,3..~.
Page,·..·J25~9 No...63~7.(b.UJ.6...
Filed in Register's Office,~~??.19.7..~..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo,ut Appraisement,..
Appeal j,.om Appraisement,..
Entered and charged,.
••
.,<I •
WILL OF EDNA R.LITTLE
I,EDNA R.LITTLE,of the Borough of Houston,Washington
County,Pennsylvania,d6 hereby make,publish and declare this my
tast Will and Testament,hereby revoking all other wills by me at
any time heretofore made:
1.I give,devise and bequeath all my estate,of
whatsoever kind and wheresoever situate,unto my brother,J.
'Alvin Little,/and my sister,Janet L.Banfield,share and share
alike..iI~~i I nominate,constitute and appoint my sister I
I
Janet L.Ba~field,to be Executrix of this my Last Will and
Testa.ment.
WITNES~my 2P:d and seal to this my Last Will and
Testament this ~fi day of December,1953.
.gk?t~(E ~&tfe..-(SEAL)
Signed,sealed,published and declared by the above
named Testatrix as and for het Last Will and Testament in the
presence of us,who,at her request and in her presence and in the
presence of each other,do hereunto sign our names as witn,esses
thereto.
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l/.t .00
1250
L1Z 0 .(lO
1.00
300.00
2,D0
3.00
Z5.00
lJ0 93 .5 01
.00 1
.00 T
61.00
589.95
668.05
ll2.UO
1,361 ./.to 5
963.90
1)8 3 6.00
905.91
5,013215
680.95
5,7 5 II .16'5
~09350 -
3,6 G0.66 T
.00 T
......