HomeMy WebLinkAboutOC1971-0607 - ESTATE OF ALLRIDGErI
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Will of Thelma E.Allridge
KNOW ALL MEN BY THESE PRESENTS,that I,Thelma E.
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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,
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and personal,and wheresoever situate or found,of which I may
die seized or possessed,or to which I may be entitled at the
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1maybelawfullyliable,and the expenses of the administration of i
Imyestateassoonaftermydeceaseasmaybeproperandexpedient.;
I 2.All the rest and residue of my estate,both real !II
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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
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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
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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
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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
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sister~Marie C.Schultz,to be the Testamentary Guardian of my
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II Wayne A.Allridge,during his minority.II .son,
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IN WITNESS WHEREOF,I,ThelmEl E.Allridge,the Testa-i.
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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
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"fifty-six.
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ji The foregoing instr'ument signed,sealed,published,!
•was"ij !
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/.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
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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
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CENTS
00
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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
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Inventory and Appraisement
IN THE ESTATE OF
..I.tt.E.L.MA E ::AL.LRl.D.!i.E..,..
Deceased
Filed ,19 ..
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Z-lm f"...)ifl~~c:0:1oI q;z;0 .".~-ry .:ii..;r.x.""o J>-....~::E:::.u --,...::;;""G,...-l>cno '-'V
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Joseph L.Hoffm&DJl
Attorney ['..t '103.'V
242 W ..rr:),'.;!Stred
Dlonongahela.Pa:16063
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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(,
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.00 T ..
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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
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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
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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
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$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:_
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Will }
Administration .·No.Year__
IN THE
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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~
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Commonw~tlhor;ren~sy§n!ai..c •..z~.c.....".
C")rTlrTl .N-.·m·.-i:::Or.:..Co .,...'
REFl>~r~ND:A~R~GiiL'
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Joseph L.Hoffmama
AH~rn:3r at Law
242 \7.r.!'-1:;J Street
monongahela.,1.-a.1'6063
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RCC-81 (6-71)
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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
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ESTATE INSOLVENT
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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---
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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...
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AWdill . .tr ti l No.. ..mlOlS a on ~
IN THE
Year
_.---;
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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'
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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
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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.·$I·.·.··.····.··.·.··.··.·.·.·~9..~.~~
......~~.,i'r?lv~I:Uk ~~.p.r~i.~~..........'4;~~~;::"(J Penna.
WASHINGTON County
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JtLLRIDGE
...........................'P.$: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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