HomeMy WebLinkAboutOC1971-0046 - ESTATE OF HOUSTONLAST WILL AND TESTAMENT........-.-------
disposing mind,memory and understanding,do hereby make,publish
And as to all of my estate,real,personal or mixed,of
any and all former Wills by me at anytime heretofore made.
and declare this to be my Last Will and Testament,hereby revoking
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I aUas::N:L:.~:u:o:~::a~::::S~o::::/'o:R:~::~:u~:U:;ON,I Charlero:,--Washington -county,.Pennsylvania,be ing of sound and
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which I shall die seized and possessed,or to which I shall be
entitled at the time of my decease,I give,devise and bequeath
as follows:·
FIRS~:I direct the payment out of my estate of all of the
expenses of my last illness and funeral.
SECOND:All the rest,residue and remainder of my estate,
of whatsoever kind and nature and wheresoever Situate,I give,
devise,and bequeath unto my beloved wife,LOUISE MARIE HOUSTON,,._~_D·_
and pequest of residue shall lapse or be divested,and in either
deceases me,dies simultaneously as a result of a common disaster
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or dies within six months of the date of my death,the said devise'
to have and to hold the same unto her,her heirs and assigns
forever,provided nevertheless,that in the event my wife pre-
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I declare it
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Iievent,I give,devise and bequeath all of my said estate unto our I
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daughter,~~RY LOUISE FILLIP~~~~~nee HOUSTON,to have and to hol~
Ithesameuntoher,her heirs and assigns forever.
to be my intention that should my wife,LOUISE MARIE HOU~TON,
be living at .the expiration of six months from the date of my
death,the estate hereby devised and bequeathed to her shall
in her absolutely and in fee simple free Of all conditions.
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TH~:I nominate,constitute and appoint my Wife,LOU~S~
MA~!E ll~UST~and ~RY LOU~S~FILLIPPELLI,or the survivor,
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the Executrices of this my Last Will and Testament,and I direct
that neither of them shall be required to enter security in any
jurisdiction in which they may act.
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in the presence of us,who at his request,in his presence and
Signed,sealed,published and declared by FRAN~PAUL HOUSTON,I
the above named testator,as and for his Last Will and Testament,!
IIIinthepresenceofeachother,all being present at the same time,;
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have hereunto subscribed our names as witnesses.I
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IN WITNESS WHEREOF,I have set my hand and seal to this
II my Last Will and Testament,which consists of two pages,to each!of which I have affixed my signature this /0 ~day of September
~One .Thoueand Nine Hundred and Sixty (1960).
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RCC·134 17·75)
COMMONWEALTH 'OF Pi::~'l'lSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVI~I.~·-".'.."
\
'IClAl NOTICE OF INHER ITANCE
-",APPRAISEMENT AND ASSESSMENT
OF ASSETS NOT SUBJECT.
TO ADMINISTRATION
TO:Mary Louise Fillipelli
C/O Atty.Herman J.Bigi
411 Washington Ave.Charleroi,Penna.15022
Date:September 9,1975
County Washington
County File No.;}t~1.3;;-..:3
Bureau File No.---'6.....3.-..:;-::o...7L.l....-=..::;o;;4....6 _
We have received notice that,as a result of the death of Frank Houston (Charleroi)
on January 7 19 71 ,you came into ownership of certain fpe ty through right o~vo~ip,which
was formerly owned by the decedent.I ~
Under the Inheritance and Estate Tax Laws of the Commonwealth 0 Penn Ivania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The property on which tax is hereby assessed consists of:Jt.Held Stock in the Duquesne Light
Co.Common 20 shares (10 shares purchased 10-3-59 and 10 shares purchased
1-27-70)Stocks in the names of Frank Houston &Mary Louise Fillipelli.
Balance as of date of death,$iX 504.00
appraised by the Commonwealth,as of the date of death,at $_5_0_4_._0_0 _
50 &100%of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$__3~7.;..;8~.'-"0:..:::;0 _$.3 ZF trD
~612 D.v-d
AMOUNT OF TAX DUE 22.68
If you pay the a bove amount wi thin three (3)months of the
date of death of the decedent,or on or before ---,__
-19__,you may deduct a discount of
5%of the amoun t of tax due,or
This tax became delinquent nine (9)months after death
(one year if death occurred prior to December 22,1965
and fifteen months if death occurred on or after
December 22,1965 but prior to June 17,1971)and in
addition to the tax,statutory interest at the rate of 6%of
the tax per annumJs also d,ue as of *4-7=72 :KlX to
in the amount of 10-7-75
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until paid
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$27.44==========$..(
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APPR AI SE D BY'~~~IO!.U.~~.pJL¥p:wL-AS SE SSED BY:._~___:,....__,---=---......,...,..-.,.-,~.-.__v..-:-_
(Agent for the CommonweoIth):"'-c:'
INSTRUCTIONS TO TAXPAYERS t '.,j'
Make checks or money orders payable to:To insure proper creditto y?ur account/1)II All this Official Notice must accompany.T\~I W\~ayment.Mail or bring it to:
Autla HHI THE CorJtMuNWJ:ALTH
COUfil HOUSE
WASHINGTON,PENNA.15301
ORIGINAL -DELIVER TO THE TRANSFEREE
NOTE:Any party·i'n interest who is ~ggrieved by this notice may object thereto within sixty days after receipt of
said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72"P.S.2485-1001.
/
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.Am~nt Paid
ersonal representative of the
address of the·'person to whom
Official TitleNameandAddressofPayeeDatePaid
j,•.
If you have already paid t.h~s tax to an executor,administra10r,attorney or
decedent for forwarding to the C;ommonwealth,list below the date paid,nam
you made payment,their official title and the amount.
..-......~.-(.~-
.......,.
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Under certain circumstonces,if,after the date of death of the decedent,you personally paid funeral expenses
or other just de~bts of the decedent,with funds derived from the property herein taxed,such amounts expended
by you may qualify as deduc~ions against the gross value of the property in the computation of tax due.If any
such expenditures'meetci"1I 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 examine the debts claimed and ....ollow .
those which he determines to be proper.'The tax will then be recomputed and you will receive an amended
as sessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
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1.You were personally legally respons ible for th,ese debts,and
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3.These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handririg·the administration of the general estate of the
decedent or any other transferee.
SCH~nlll ~OF DEBTS
Date Paid Name of Pavee Description of Oblioation Amount Paid
-Harold L.Schrock..Funeral $1.600.00
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'..TOTAL $1,600.00...',-\-....
(attach separate sheet if requ ired)
COMMONWEAL TH OF PENNSYLVANIA)
SS:
COUNTY OF.1~ASHINGTON )...'...\~'.
I Mary Louise',Fi11ipp~11i Of h h f 0 0 0 d f f I,.~..'.l1ereoy certl y t at t e oregomg IS a lust an true statement 0 ,unera expenses
and other>debts of the decedent,Frank Houston "for which I was .Ie'gally resp'onsible and
which I did payout of the property herein taxed.I futher 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.
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SWORN AND SUBSCRIBED BEFORE ME TIiIS 17th(Septeniber _19 7"5;:p~C~-;'j,",
DAY OF ~~0 i.~,
\~~'1L1se ~Y..lt;f4/ttl'!-f Signature af Taxpayer P'
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Narth Charleroi.West,."orel",d Co..Pi!,RE PORT OF REGISTER OF WILLS
My Commission Expires April 17,1977
I,the undersigned,duly elected Register of Wills in and for th=r6oun~do respectfully report that I
have allowed deducHans listed ahave in the talal amount of $~Z',ra .~
D f A I &23 197 RUSSE.LL MA~INr~(".~ate 0 pprova:~..."
Register af ills
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RCC-72 (9-68)J
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
DATE rl)J<)"f.-/7.•
(Name of Decedent)
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made for consent to the transfer of the following securities of a Pennsylvania
Corporation or a National Banking Association located in Pennsylvania:
(a)OLO .s hA «'tJ(b)U-rJ.o.(.;L/+(;.;(c)Co n1 m q J
(NOTE:In describing securi ies enter in (a ,ab Ole,either the number of shares of stock or the face amount of
registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate
and maturity date of registered bonds.)
/0 .sA J.-O(;f "3 19rf 1::'0 I J
ISSUED ON/o .shJ.-J4AJ a}l ,and having a TOTAL MARKET VAilUE OF $V l 't.OG
(Date)1?16 -IJ f
as of the date of death of the decedent,/-,7A'oJ'<..d(J~f-dJ .,on ,-kJ..:J 7 /7/
J (Date of deati:A'
who was Iate of_---'4_(J___=I_~G'"'""n......t'."'_"J~f-____=I9~,--'--~__=L.=------__C""-"-'-n'--"-~--'-s..L..··--,,-It--=--~--,-.p~'l-,-I.L-/__-.:....-.......t14-0,--=-4~....:L.rfX--=/1.---'--._.__
(Street and Number)(POl!t OHice)(County)(State)
The securities are registered as follows:_
(Name or names in which certificates are registered)
~~/~ADMINISTRATOR)~~k.~·q<F~tfdl ~AP«',~/~,
EXECUTOR)(Name),(Address)r '-I S-O::L ~
NAME OF APPLICANT j)ellmiC1tJ ~'(3e {""14+1-(Fo '\J (\.1 ::J04
COUNTY FILE NUMBER l,3 -7/-:10 ADDRESS OF APPLICANT 3;l./F4/1 0 f.JF'-41,AJ'-Ch,qJ-f.I~.#u'J ?'4 :=-:::>
BUREAU FILE NUMBER SIGNATURE OF APPLICANT \~•
NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION,IT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
DAT~arch 20th.1971
I hereby consent to the transfer of the above securities now registered in the name of the aforesaid
Decedent and waive the filing of a certificate certifying to the payment oLthe transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521,
as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions
of the Act of April 9,1929,P.L.343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
Signed for the Secretary of Revenue
By _
(Signature)
Register of Wills Washingti~
(Title)(County)