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Home My WebLink AboutOC1970-1220 - ESTATE OF HADDADForm No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTA'rES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961, EFFEC1IVE JANUARY 1,1962.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) OFFICE OF THE REGISTER OF WILLS J~b.3 -:?0 .-/~:<'(f .3F ,-/{Zf:,-if J County of ~.B;~~.~I?-g.t.C?I,l....... Louis E.Haddad 201 Johnston Road,Bentleyville,Pa •..........,',of . (Name),(Addre88)' being duly ~~_?.~~according to law,deposes and says that he is the ~~~_~~_!=.~E _ (Exec.,Adm.,Lega~.Etc.) of the estate oL }~.~_~_~__!!~~_~~_~-------whose last residence was __~_~~~9_~9!l:~~_~~_~(_~__~)__~.~~~~_~_ (No.)Street _~~_~~J~Y.:Y.:!J!~_,f..~_~.deceased,and that the whole of the estate of said decedent,who died '--!~-~Y---(D-?-~)-L--~-~ZP (City,Borough or Township)ate 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 AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value t·. 714-716 .. One-third (1/3)interest in Main Street,Bentleyville, ,t(~t Washington County.Pennsylvania,upon which there is erected a n.J,.. Book VollWr ~l'~) . one-story,two storeroom'brick building (See Deed II:vI/ ();/~/,,:..~~Jd'-~r, 759,page 658)<>?0 P?~$6,000.00 v I _.6 ~/l /J1l).j +,t5Jy Y'1)?r r--I A.~)..J {L~.;j~ "-.../7 V(/v ~vv /v ./ \ Personal Property None None . . 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.., Jointly Held Property Four (4)savings certificates at Union National Bank and Trust .Estimated Val Company,Bent1e ville Penns 1vania in the and Joed Haddad -$4,000.00 of Jennie Haddad $~,OOO.OO Transfers within TWO YEARS Prior to Death ~~ Deed from Jennie Haddad,a widow,to Joed Haddad,dated July 11, 1969,recorded in Deed Book Vol.1302,page 560,for Lots Nos.72 and 73 in the Addition of the McCormack Washin ton Count 6,000.00 $14 000.00 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 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 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 BENEFICIARYaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE Louis E.Haddad forth this fact.)DECEDENT 201 Johnston Road Son .Yes Sui juris 1/2 residue Bent1evvi11e Pa. Joed Haddad Son Yes Sui juris 1/2 residue -190 Monongahela Avenue Bentleyville.Pa. J -------------------c-.,--------------------,~~.,~,~~,.,~...:-. .~ I .'.~. ,J,, I II I I, Ii ·1I I I I'i II IIIi 1 I1I ,; .! One-half (1 /2)to my s.on LouisE.Haddad,and LAsT WILL AND TESTAMENT-----_....OF JENNIE HADDAD I nominate,constitute and appoint my son,Louis.E. .,',.~. " FIRST:. 1 direct th~Bayme~toutofmy;es.~ateoftheeJPe~se.s . ,,., .- I,JENNIE HADDAD,Widowj of the B0roulP of Bentleyville, .SECOND:.I give,.devise and bequeath all of my estate,r~al and ,THIRD: Washington County,Pennsylvania,do hereby make .my Last Will and Tes.tament,and revoke all Wills by me at any time heret'ofore made. personal,as follows: .of,my illriessand,funeral. above named testatrjx,as and for her LastWill and Testament,in the one,"half (1/2)to my s.on Joed Haddad,their heirs and assigns.,forever. IN WITNESS WHEREOF,I have s.et my hand and seal to this my l~astWilrand Testament,this ..'r day of 'k~tlc;f!, .One .Thousand Nfue Hundred and Fifty-five .(1955). I'I .Haddad executor of this my Will. I I I:iI ! I II IIi!.~m~~.......,....---..;._.(SEALll I 1, ! I. !Signed,sealed,pJ,lblishedand declared by JENNIE HADDAD,the I Ii pres.ence of us,who ,at her request,in her presence,and in the presence f ,"".."'.:!..",1 _."I .'iofeach,other,all being present at the same time,have hereunto subscribed i iIourn~mes as wi~esses..1 IIt&dl~c£k ~esidingat Sato£;e(tlP;/~~I' I ."..~Il I 1 ~~::r..I,.ll~~~~~~:"-_-Re~idingat4e~~"i4ct tfb·I ':I "1 I'~I I I .• ..'I U::::::::T DEBTS AND DEDUCTIONS CLAIMED ......N'O';E~List first ~ve items in the spaces so provided,observe notations thereon,and instructions .. Thompson Funpra.1 Un...."" Joed Haddad Filing inheritance tax return Woodward and Bassi Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees * 1,000.00 3.00 100.001 OTHER DEBTS AND CLAIMS Fiduciary commission * Union National Bank and Trust Company, Bentl¢yville,Pa. Notary Publi~ Russell Mar~no,Register (*)See Note below Demand note ($3,965.00) sig~ed by Jennie Haddad, Joed:Haddad &Louis E.Haddad Notarizing inheritance tax returns Probating will 1,188.63 2.DO 12.00 " Total $3,62'tJ33 No"',Th',,'at,ag,-",'0 ad.i"'h'B,gi,""of Will'if th,amou,'adually paid ~'e'of "y f".'ommi"iou 0'-d,bt i'g,,,""- or less than the estimated amount claimed and allowed...II."./..j Subscribed and sworn to before me this.. . . . . . . . . . . . . . . . . . . . .I ~~1O\.\~'~'~'. ........:LOth day f l;>.~~~~1>.~~,19.~~~W:)'\\\\·\\\\:~~~\\\\~':l\\\\:~01 Johnston Road~.~\\\\~",,\\1'~~1~C:;,,\,,;\\~\';\~..•.•...•..•.•••.•.••..•.••..•.••...."..••." •\~~VJ\\~\\ua •",~\\~\\~".(Street Number) . ....t\\~~~~\~~\'U\\\.l.~\~\.':l Bentleyville,Pennsylvania\tI~~~. (City or Town and State) ./ Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this .-~.sd..:'d f ?}?1",U A L )19 'Y/() ....................:~.~./ayo :/./~~.~~~~. In the event that any futul'e interest in this estate is transfelTed 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 deponent,exce t as to those items where a greater or lesser amount is set forth in the last c:l~mn:.tot:e right in said schedule above,which greater or lesser amJunt I'esents the sum allowed as a de~ction~ Dated:dc?3,..?......................~..C..l ~~.-. ~Register of Wills i ...."",., \ Form No.RCC-62 (7-69) <i'WillAdministration INo../e:i?~~.Year70. IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF JENNIE HADDAD.............................................................................. Deceased Late of ..~~~C?':lg.~of Bentleyville.......................................... County of .Washington.......................................................... ~-..........·-t'_ :::~:~~ Commonwealth of Pennsylv-ania -.I::::::u _-~-...,.,...,"'" :>rn _A~:::!:_.--._(f)0~::::~i -r--:--u)-= REPORT::AND APPRAlS~L~....._-.,~"' ~.{~:;~-~{~..,l.-.) [~.--.-..-:-(-, r-." ""0 ..c.;:>en -!=" l.n WOODWARD AND BASSI " .Attorneys at Law 701 McKean Avenue Charleroi,Pennsylvania ·... . R CC-81 (2-64) COMMONWEALTH OF PENNSYL VAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Louis K.Haddad (Executor~ IN YOUR REPLY PLEA.&: REFER TO 38-126-4 J In Re:Estate of ~J:...=e~nn=i:.::e~H::::::a:.:::d:.:::d:.:::a~d~_ __________~W~a~s~hi=·n~€t~Qwn~------__County -File No.63-70-1220 Dear Mr.Haddad, You are hereby notified that the~~~o~r~i~g~i~na~l~_ appraisement in the estate of Jennie Haddad has been filed in the office of the Register of Wills qf Washington County on March 23 ,19~.Said appraisement reflects the following valuations: Real Est ate _--'--:::6~,-:::0_:::0_:::0..:.._=0_:::0---- Jt.Held ~__2,J-'","="0-::-00."....;';""'0-::-0 _ Transfers ~6~t~0~0~0~.~0~0 _ Total .......=14~,O~O~O::.l.~O:..::::O~_ 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 (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Da te Ma_r_c_h----:23=-',~1....:.9...;,.7...:.1 _ DATE OF DEATH:July 24,1970 Note:This is not a bill. Signed C2f/e&d ,~ruU "i'u}L Title ALFRED T051,APPRAISER I COMMONWE)\LTH OF.PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT RCC-39 (5-68) Estate of Haddad (Last Name) Jennie (First Name) DATE OF DEATH (Initial) " 7-24-70 FILE NO.63-70-1220 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_a_s_h_ing--::::....t_o_n__----- 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". lvlarch 23,1971Dated:_____--::::...:t.---=--'--_ REPOR,T OF THE REGISTER OF WILLS VALUE AS REAPPRAISED $-------+-- VALUE AS REPORTED $--~>q..l~~~- Dated:__1vl_arc_h_2.:;..3.:::..,_1....,;97;"";,,...1 _ INVENTORY Real property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE I,the undersigned duly elected Register of Wills in and for 111J'ashington County,Pennsylvania,do respect~ fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",'er or lesser amount represents the sum allowed as a deduction. Valuation of life es tates or annuities.. . . . . . . . . . . . . . . . . .$t= -------I ESTATE TAX ASSESSMENTS $---J, FOR USE OF REGISTER ONLY Tax on'$------'::""::'--:::cd'"""'7=_2% Tax on $10.37~07 ~o Tax on $----------l--~ Tuoo$lK Tax on $15% Exemptions * Total Estate ---I-__ TOTAL TAX COMPUTATION OF TAX $-----~..---+-........-$6;2_~2__+...:..7-2 $---------4-- .$-------+-- $---------4-- $--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 ::::::::::::t== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $---J . AMOUNT OF ESTATE TAX ASSESSED $----_L- Estate tax paid $l- BALANCE DUE $1_ Add interest at rate of 6%from-----~t,o-----$---------1t=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 !No. IN THE Year .. MATTER OF THE APPRAISEMENT OF THE ESTATE OF JENNIE HADDAD Deceased Late of County of BENTLEYVILLE ..WASHJNGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL Form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE March 23 1971...............................................1...................................................... ",..DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY ..........~?:~!.l.~1.~g~.~......................BUREAU OF COUNTY COLLECTIONS ................ HARRISI;'lffl.G...PENNA.17127 APPRAISEMENT FILE NO............§.?=7.9.::!?.~9...............:......................... Whereas,.......................................~~nP.J.,.~....g!?-.gg?:.g................................................................late of ......................................~.~~~J.,~yy;q+..~.............................. in the County of ...........................................~~~.~~g~9.P.:..........................................................Commonwealth of Pennsylvania,having died on the ..................................~4.~?................................................day of ....................~~.............................................70 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,ALFRED TOSI 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 AppraisementDescriptionofAssetValuesMadeforInherllance Tax Purpoles , $ REALT Y: See conv attached to annraisement 6,000 00 JT.HELD:: See conv attached to annraisement 2,000 00 TRANSFERS: See copy attached to appraisement 6,000 00 total 14~000 00 I Having been duly sworn according to law,I do h~reby certify that the above appraisement is made in con- formity with law on this .......................~,......day of ..........:2zta.!<.&LJ~··Q:Ft............19~ ............................................................~......~.... Appr IRer .................................................................................................................................................................. I (Number and Street.).....................................t4J~..................,Penna. (Post OIBe VJASHINGTON ......County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JENNIE HADDAD Deceased. Late of BENTLEYVILLE . Date of Death,7"::':.?4.~7.9... Appraisemel!t Docket Vol.38,. Page,.!.??~4.No...§.?:7..cl.':~~~. Filed in Register's Office,......~.r.:.?I:....~?......19.....?.J.:: Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement,. Appeal f"om Appraisement,. Entered and cluJrged,.. (. fI,Il LAST WILL AND TESTAMENT OF JENNIE HADDAD .',.,....--~,. ..•-~.-.;..1,.......;;,..••.~.""i<..,' ..~::•._.;,r;':'.~:r..,._.,• ..,.~H;:.-.A_........ 7tJ-J12ql ,'t'I t.IIjtIII f IrI~.; r :i j j j I j 1 !iI f I 5 j II l ~t .J , I I I ,. Ic. f1 t I !ii- tIr;,r , , i t,,, !!i II, I I 1 j in ,..'",L \..."i I ",,1 (SEAL):Hll.....01~lJ04.,)t.:..::'"'"'t'",-//-,--""<=.1=,/..)"-,,/0,-,')~"",\.=.U,--_____'I ()iIIt! lII! II;,, r day of -~':-:"::~---''-'''------' Residing at Signed.sealed.published and declared by JENNIE HADDAD.the of my illness and funeral. IN WITNESS WHEREOF.I have set my hand and seal to this my FIRST:I direct the payment out of my estate of the e~enses one-half (l /2)to my son Joed Haddad.their heirs and assigns.forever. THIRD:I nominate.constitute and appoint my son.Louis E. Last Will and Testament.this .SECOND:I give.devise and bequeath all of my estate.real and i i \personal.as follows:One-half (l /2)to my son Louis E.Haddad.and i Haddad executor of this my Will. One Thousand Nine Hundred and Fifty-ffve (1955). above named testatrix.as and for her Last Will and Testament.in the Testament.and revoke all Wills by me at .any time heretofore made. of each other.all being present at the same time. pres,ence of us.who at her request.in her presence.and in the presence I.JENNIE HADDAD.Widow.of the Boroug,.of Bentleyville. Washington County.Pennsylvania.do hereby make my Last Will and !.I Ii IIIIII IIIi, II! ! II /{l names ~witnesses. dP-~l/.cI-)f/CJ-~~ } 1 L9'8LCOI -(f I 2 ~I( SOo-OOOI17Tocrooo1Z OO·OOO~ ocrOOOIlj 1 [rrZ9'[ O(]2r O(J'2 [["SSTI!OUoor O(T[ oIJ 00 0IT O0"9Tflt