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HomeMy WebLinkAboutOC1971-0607 - ESTATE OF ALLRIDGErI --;:"'"'.·~':"_Ot',:I ..'V'11.,.. ~..:;.~.:t..L3-7/-L()7 ,i I I· I '!I, I ) ..'-. Will of Thelma E.Allridge KNOW ALL MEN BY THESE PRESENTS,that I,Thelma E. ',!• I ,' i I r !!IrI L.i having full legal cap~city in the premises,do hereby make this and all Wills by meat any time heretofore made,in manner and my Last Will and Testament,hereby revoking and making void any Allridge,of Carroll Township,Washington County,Pennsylvania, II ~I I 11 I IIiI 'i, j I ; i 1. i. ,!, 1 "J.,..iI :1'1 I! and personal,and wheresoever situate or found,of which I may die seized or possessed,or to which I may be entitled at the j Il form as follow~: I I I ..:..\ /' I 1maybelawfullyliable,and the expenses of the administration of i Imyestateassoonaftermydeceaseasmaybeproperandexpedient.; I 2.All the rest and residue of my estate,both real !II I' I time of my decease,and remaining after the payment of the severall items set forth in the preceding paragraph 1.hereof,1 will,·.·1. I devise and bequeath unto my husband,Albert J.Allridge,in fee ! I IIIsimpleandabsolut.ely;providing,however,that he shall survive I'I Ii me in life.In the event that my said husband should predecease i i me,or in the event th~t my husband and I should meet simultaneous: I direct my Executor,1?-ereinafter named,to pay, !I all of my just debts,funeral expenses,transfer inheritance, I'succession and estate taxes for the payment of which my estate in !ee simple and absolutely. bequeath my ,said residuum estate unto my son,Wayne A.Allridge, II deaths,then,and in either of said'events,.1 will,devise,and !I I , I I hereby appbint my husbartd,the said Albert J. my Last Will and Testament;and I do also hereby appoint my said appoint my sister,Marl~-C.Schultz,to be the Executrix of this I 3 . .1 Allridge,to be the Executor of this my Last Will and Testament. In the event th~t my ~aid husband should predecease me,then,I II sister~Marie C.Schultz,to be the Testamentary Guardian of my " I ,. I I f :I r :! ',.1~'1 i f .::- -.'..~. ..': ~"1 t '.j'" .t "..'I ! I -"""-.-.,..-..-....--'"-_..-----...--.--...--..'--.-----..···-·~·-l-·-~·_I I ''-'." II Wayne A.Allridge,during his minority.II .son, Ii [.. IN WITNESS WHEREOF,I,ThelmEl E.Allridge,the Testa-i. II I.'j , II trix,have hereunto set my hand and seal this twenty-first day II II of April in the year of our Lord one thousand nine hundred and ii II .. "fifty-six. 11 \7~G q~(SEAL)Ii . ~:I "!;~I1, It .\ ji The foregoing instr'ument signed,sealed,published,! •was"ij ! !I i /.acknowledged and declared by Thelma E.Allridge,the above..:!j!named Testatrix,and for her Last Will and Testament,in theIIas I q 1'I presence of us,who,at her request,'and iil her presence,and in •l.In!the presence of each other,have hereunto subscribed our names as II witnesses thereto.~~.~£I , ~.~ ~L.:!I#"I I !,, II .. I ii I'I !II i t1 II .f fI II i! •I I II I II 1I,.I11 II iIII'I r II , 'IIf I \\Ii II!.1'1I. II Iil II ! !I II !IIIIi ! r j' I: I ~ rI .!I t:I r I'1 "I ;f I 11 7 ~ Ii I·'t.I;('0 I I '", '.:'.,:; '3-7/-ttJ7 i\ffilrauit OOf 1fxrrutnr (@r'l\~mini!itratnr §tnte at Jenuaylunnin,t as: C!Launty af 1lllIaa~ingtan \ Personally before me,the undersigned authority,a.~..Q.t..a.r..Y p..lJ..b.l.i.~in and for said County and State,appeared 8.l.b.e.r..t.J..,Al.l..rJ.d.Q.e.o who,being duly sworn according to law,deposes and says that he is the executor orJ.'X~W~~Qf of the estate of ..I.HI.~.~~t:~.~.~.B.J..P..§I.1.deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of......I.b.e..llll,a.....E........A.l.l.r...i..d.g.e......., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor AaHHnistl'at6l'. .Sworn andsubs,"ibed before methis.&~I /~/A'ot Q /Z 4 /.,/-'".J.;.M::G;;i&4:~i%~~.;:lifirIC ...-..._..\~$-··(JE~~·_··· ':.•M~COivlo/lISSION EXP1i1 S MAY 9,1976.ADDITIONAL INSTRUCTIONS Mem1w,Pe~fYli~fjtiM.ef!fto~8epjled within three months after appointment of personal representative.. 2.A 'supplemental inventory must be filed within thirty days of discovery of additional assetI'.: 3.1 Original and 2 Copies and 2 RCRI-S4,Under $10,000;1 Original and 2 Copies ana 2 RCRI-SS, .Over $10,000,including Copy of Will;1 Original and S Copies and 2 RCRI-S'S,Over $50,000,in- .cluding Copy of Will and copy of Federal Estate Tax Return... REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.51S Sec.5.2,72 P.S.4844.2 lhtututnry auilApprai.9pmtut of the goods and chattels,rights and credits which were of Jate of .. Washington County,Pa.,taken and made in conformity with the above affidavit. REALTY:None DOLLARS O' t CENTS 00 ._J.;,-'" PERSONALTY:4 shares common stock of United States Steel Corporation @ $31.50 June 10,1971 126 549 77· 48 47 2 5 00 00 75 37 88 40 40 Rea 1ty Personalty Total Assets $0.00 856.80 $856.80 856 80 "¥f. ~:/t!:{·· ,:~'.•f ,.~ #%'l?O Inventory and Appraisement IN THE ESTATE OF ..I.tt.E.L.MA E ::AL.LRl.D.!i.E..,.. Deceased Filed ,19 .. '"-,....,. :E;::o .....,'t ~~F"-1 .. ~tTI::O _. cncnC:::=.'J ::I:-(/)c::::rr·..;...(/)(/)c:-. Z-lm f"...)ifl~~c:0:1oI q;z;0 .".~-ry .:ii..;r.x.""o J>-....~::E:::.u --,...::;;""G,...-l>cno '-'V c:;) Joseph L.Hoffm&DJl Attorney ['..t '103.'V 242 W ..rr:),'.;!Stred Dlonongahela.Pa:16063 .~2'3,~JC1C ~2 t ". .'1 " ~.. " 126.00 5 I~9 .0 C 77.75 48 J 7 47.88 2.40 5.40 8 56 .80 ·'T •.00 T .00 T 1 5.00 1 5.00 1250 14.00 L376.00 250.00 26.50 3750 10.00 3.00 3.00 3.00 75.00 11840.5(, .\:IV ,-- .0 0 T .00 T .. .00 T .00 T l "---...----~ JRCC-I03 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMEI'jT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION ..~3 -7 I ~'i1 (J7 INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS .COUNTY OF~W~A~S~H~I..!.!.N=G~TO~N~__ This return must be completed In detail and filed In dupllcote,with the Register of Wills In the County where the decedent resided within one year after dote of death,unless on extension Is granted by the Secretary of Revenue. 1619 4th St.,Monongahela,Pa. (Address)1 5063 Will Admn.No.19__I,Al bert·J o.-.Al.Lr.L...Li",,"d~g......e of (Name) ofthe estate of THELMA E.ALLRI DGE Misc. being duly sworn according to law,deposes and says that he is the_....:E~x=e~c-=u~t:....:o::.,;r::---_-..,...-.,-_ (Exec.,Adm.,Legatee,etc.) latel;lf Carroll Twpq Washington Co ,Pa ,(City,Borough,or Township) deceased,and that the whole of the estafe of sQid decedent,who died On_.-lo!J~Uun.LJe"'--...Ll..:I4~,~lL9J....L7...Ll...,,-,--_(Date) consisted'~f the assets listed below and that allowable debts and deductions exceeded the fair ma~ket ~alue of the assets and no Pennsylvania Transfer Inheritance Tax is due. Deportment,..Valuation•CAUTION(Do not writ.e•in this space) Estimated Market Value ...ASSET·S . (Attach additional sheets if necessary) D~scription of Asset Type of Asse : Real Estate,Pers.Property,JointlyHeldProp.orTransfers .. Sworn and subscribed before me -J:.'-"I....l~_19 ~BETTY E.WENZEL,:NOTARY PUB-'-l='C~~~s.a.4I----,4---\"<:La.L.J-Ll.<::J4,.4.<~:1.L------­ MO~ONGAHELA,WASHINGTON COUNTY----J!::Z../:,AU{,+"*~~#~~~~ilL(;OMMISSION EXPIRES MAY 9 1 fs-{,,1d .I 71,7 5-- Iff:J7 Jf.7,if ."';;-.t-t 7.d a .'.~...) '""' 47.88 ;£>2.40 1 Series E Bond;$25.00;dated Mar.12,194 1 Series E Bond;$25.00;dated Aug.1 2,194 Dividend Check -United States Steel Corp. Dated June 10,1971 Dividend Check -Standard Oil of New Jersey,Dated June 10,1971 TOTALS 4 shares common stock United States Steel $126.~0 Corp oration@$31.50·"'j'J \t·::"'I, 12 shaies commonstocR A~e~ican T~lephone & Telegraph Co.@ $45.75 549.00(. 1 share common stock Standard Oil Company of New Jersey @ $77.75 77.75 48.37 Personal Property REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointeCllnheritcince Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the values set forth opposite each item in the last column to the right.~d ~,.;r _1_ Dated:jJ 0 in L I ( -t-11 r Inheritance Tax Appraiser, Nam_~of Payee DEBTS AND DEDUCTIONS Nature of Claim Amount Claimed Amount Approved by Register Russell Marino Guy A.Rogers Daily Republican Washington County Reports L.M.Frye Kurtz Monument Co. Cralls Flower Shop Rachel Patterson First Presbyterian Church of Finley~ vill e Russell Marino Russell Mari no Betty E.Wenzel Joseph L.Hoffmann Letters Testamentary Probate of Will Advertising Letters Advertising Letters Funeral expenses Grave marker Account VS7 decedent Account vs.decedent Honorarium Inventory Debts and Deductions Notary fees Attorney fees TOTALS 15.00 15.00 . 12.50 14.00 1376.00 250.00. 26.50 37.50 10.00 • 3.00 3.00 -,3 ..0f) ~7-5~-'0'O--+------­ $1840.50 I ~lf6,J'b REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed,excep ere ve set forth a greater or lesser amount in the last column to the right1which greater or lesser amount represents the su allow d as a deduction. .SEP 1 19~RUSSELL MARINODoteofApproval:_ ., ,~ Will } Administration .·No.Year__ IN THE ~------ t.:v ~ , MATTER OF TH:E APPRAISEMENT OF.TtiE ESTATE OF THEL-MA E.ALLRI DGE, D.e·ceased Late of CarrollJ;ownsh;p County of Wash;ngton~ ..._...":E';o ..~"->;;'.::0 r:ov.-= (/)GJ c:::.'..:::0-'.'_.__• Commonw~tlhor;ren~sy§n!ai..c •..z~.c.....". C")rTlrTl .N-.·m·.-i:::Or.:..Co .,...' REFl>~r~ND:A~R~GiiL' c).-0-......,.o zE Xi .- .;r---' "1:1.'r-:2.__.>-.(/)0. Joseph L.Hoffmama AH~rn:3r at Law 242 \7.r.!'-1:;J Street monongahela.,1.-a.1'6063 ...-~ ,'-:. ",4': ..' '..~ .--," .,~.).' RCC-81 (6-71) ·. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRI~BURG 17127 NOTICE OF FILING OF APPRAISEMENT JOSEPH J.ALLRIOOE (Executor or Administrator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division j In Re:Estate of THELMA E.ALLRIDGE Dear SIR: WASHINGTON County -Fi Ie No._6_3_-_71_-_6_0_7 _ You are hereby notified that the__O_R_I_G_IN_AL _ appraisement in the estate of THELMA E.ALLRIDGE has been fi led in the oHi ce of the Reg ister of Wi II s of WASHINGTON County on SEPTENBER li,,19R,Said appraisement reflects the following valuations:. Real Estate ,..---,,.---,-:--_ PersonaI Property 8-=..5_6..:.....80 _ T ransfers ---''--_ J 0 int Iy Owned ----::;,-;;,----::;:=-_ Total 8-=-5_6:.-.80 _ 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 SEPTEMBER 11,1972 DATE OF DEATH:JUNE 14,1971 Note:This is not a bill. Signed __FRED__'_TO_S_I__~_~_ Title.APPRAISER 1 '. ESTATE INSOLVENT r "...":,':'.1••!i ;..'(.,- RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE.TAX RESIDENT DECEDENT SUMMARY Estate of-AU.RlOOE.,._'rI:lELNA~E~·.~--,..,.--:-_..",."...-'-,.,--:----...;..--,-~DATE OF DEATH 6-14-71 (Last Name)(i<'irst Name)(Initial) FILE NO.63-71-607 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inhe~itanc~Tax Appraiser in and for the County of_--,.-_W_A_S_H_IN_G_TO_N _ Pennsylvania,do respectfully report tha't I have 8Pprais.ed the real and p~rsonal 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:SEP'IEMBER 11,1972 FRED TOSI '.f /~ INH ERIT A ~c.~T-'A""X~A=:::..P-P-R-A-IS-E-R--- ~llU-<~ R GISTER OF WILLS SEP 11 197..2 RUSSELL MARINO'Dated: REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected ~egister ofWills in and for WASHINGTON County,Pennsylvania,do .respect- fully report that I have allowed deductions in the amounts claimed by d~ponent,eJ(.cept as to those items where a greater or lesser amount is set forth in the lilSt column to the right in Schedule "F",ich grea or lesser amount represents the sum allowed as a deduction. 856.80 856.80 1.8L.0 50 TVEN $856,80 856 80 1.840 5.0 ESTA'IE -l NSOL 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 REGIST~RONLY Tax on'$-+---.....2% Tax on $.~~ Tax on $---------+-- Tax on $10% Tax on $15% Exemptions * Total Estate -.,...JI-,-_ TOTAL TAX COMPUTATION OF TAX i $--_.........._....,---1-- $---...,.--_..,....4---=-- $-.,...----_..,....4~- $-----'-.,...-......,....j.-- $-...-..,..------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 $_--.---:-__--1[=..Add interest at rate of 6%from_____to $ AMOUNT OF ESTATE TAX ASSESSED $~_--..,...._~I_..·. Estate tax paid $...,..---,.---,.--...,......JL- BALANCE DUE $...........__--,-....J.l- Add interest at rate of 6~o from to TOTAL TAX BALANCE :-=.-=.-=.=====::::::::~.~. PAID $.,.....-----IL 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 bt}low,with short explanation... .., AWdill . .tr ti l No.. ..mlOlS a on ~ IN THE Year _.---; 'i,, MATTER OF THE APPRAISEMENT OF THE ESTATE OF THELMA E.ALLRIDGE·'.................................. Deceased Late of .......~NONG~,I..J\...... County of WASHINGTON.•............•........~. Commonwealth of Pennsylv~nia REPORT AND APPRAISAL' .....~., :;..a . ~' u '--' . t·. ,. " 1'- ~ ",:."1_ ,j} , '):;, '" Fonn ilCC-2 ,""",- DEL'AR.TM~:TOF REVENUE,\. Bu:v.J:~1!.~COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH.J.)FPENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~~~~~.'.~???.. NTY WASHINGTONCOU . FILE NO.~?.-:::.7.~~7... Whereas,~~~.~~.~P.?~~late of J~Q~Q~gA~~. in the County of ~A.~~.~.Q~.9.~Commonwealth of Pennsylvania,having died on the :JA~.h day of ~19 '7.a".,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~p.~~.~,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 Ufe 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 Appraisement Description of Asset Values Made for Inherllance Tax Purpoaes PERSONAL $ SEE COPY OF APPRAISEMENT 856.~O ESTA'IE INSOLVENT I \.. I."-: , "j,.I ,,'1 In I ,-'] f ..I :....; I ~, ~., ,~"IJ ,, ~',., , I. .,'..z"I I Having been duly sworn.according to law,I do hereby certify that the above appraisement is made in con- formity with law on this !.~.~~day of ·.·.·.·.·.·.~;~~9.·$I·.·.··.····.··.·.··.··.·.·.·~9..~.~~ ......~~.,i'r?lv~I:Uk ~~.p.r~i.~~..........'4;~~~;::"(J Penna. WASHINGTON County (. '. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JtLLRIDGE ...........................'P.$:I:JM :§.~~i.:t.?lJ.¥.,.. Deceased. Late of MONONGAHELA Datc·of Dcath,~~.~:l:4"~.~7..?. Appraisemel!t Docket Vol.,}?~~. Page,1.$.~7 No Q3..~.7l..~7 ~. Filed ill Register's Office,~~.P.~.~~",J9 7.?. Amount of tax d~(e $.. ...,:. DEPARIMENT OF REVENUE Received, Examined 'and Approved~::; . Wrote abo,l(t Appra.isement,·:. '.Appeal f,.o»1 ·Appraisement,. -Entered'and'charged,: :.. :~. 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