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HomeMy WebLinkAboutOC1971-0786 - ESTATE OF SCHOFIELD~3-7/-78b J ~.I.t I ..~. i.i I,JOHN SCHOFIELD,of Cross Creek Township,Wash- ington County,Pennsylvania,do hereby make this,my Last Will and Testament,hereby revoking any and all Wills heretofore made FIRST:I direct my Executrix,hereinafter named,to pay my debts and funeral expenses. SECOND:I give and devise to my son, I I KENNETH SCHOFIELD,the dwelling in which I now reside in Rea, Cross Creek Township,Washington County,Pennsylvania,together with the two lots of ground on which the said dwelling is erected;to be his,absolutely,forever. THIRD:All the rest,residue,and re- mainder of my property,whether real,personal,or mixed,of Whatsoever kind or description,and wheresoever Situate,in- elUding the United States Savings Bonds held in my name and in the name of my daughter before her.marriage,Barbara Schofield, which said bonds are my property,I give,devise,and bequeath in equal shares to my three children,KENNETH SCHOFIELD,Rea,Penn- sylvania,JOHN SCHOFIELD,JR.,R.D.#1,Hickory,Pennsylvania, and BARBARA SCHOFIELD STEWART,Woodrow,Pennsylvania,to be theirs,absolutely,forever. FOURTH:I name and appoint my daughter, BARBARA SCHOFIELD STEWART,to be Executrix of this,my Last Will and Testament. IN WITNESS WHEREOF,I,the said JOHN SCHOFIELD, have to this,my Last Will and Testament,set my hand and seal, this I 'a.T;'"day of __....M....4t;:::.,;.',.•..:=i....%J--.-__,A.D.1959. Signed,sealed,published,and declared by JOHN -..--"..........'''...".."..'---..--r--y-...,~.~.......~,......,..,.-':'.'!"""':'~r-~~~,:",,:~~:.•'''''''~:1:0'7':_}"",:,,","'_.i=''''''~'I~.-,__I"'r""~-Y~~T~"":'"""""',"",-""--,..r"":,,,~·-.·...-_·,..~~'~···-~""'''_-'~''''''''''''~- .""""J .. j 1 ,t"_.,.---....,--..--..'-" r ,...... SCHOFIELD,the Testator above named,as and for his Last Will and Testament,in our presence,who,in his presence,at his request, and in the presence of each other,have hereunto s~bscribed our names as attesting witnesses. I\I 1 j I II' 1III, .:,.., ..Jr~, ---_._._----~----~----::'"~------:-----------~-~------------- Form No.RCC~~1~(2.6~1THis ;d~M';Ek~EDI~~\L ESTArl:S~H GROsS ASS~TS ~Nl>ER $;O;QO~,UNDER'SEC:TlON 701 OF'A:CT'OF JUNE ~8,1961,EFF"';"ElANUAB~I."....(flU!IN?uPll'O WITt::~6"-W~;;~)'...•~..'".. ..OFFICE OF THl~EGISTER OF WILLS County of , . ..........l?!\~l??\.~..~~?Yi{~?:r:..,of .,.?'..P ~.1,f..~.~9~.qJ;Y,l..~!=.~I)A·. (Name)(Address) being duly f;tWQX:D .according to law,deposes and says that ~e is the---.-----~~~g-\-"!t-~d-~~-------.-----------.---------•(Exec.,A m.,Legatee,Etc.), of the estate of ;J_QhJ..L.$_QhQ~.:j,._~lg--..whose last residence was .__:R§_ral :e.~m_nsY_.lyaD-ig,-------------- (No.)(Street) __Cr.Q.§S C_r..§~_K '!.WP..L---.-----..deceased,and that the whole of the estate of said decedent,who died J:!J..1..1_)__1_,1.9 71 (City,Borough or Township)(Date consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN€ES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HEI:.D AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS, Real Estate Estimated Value 1 ~t-_()rv frame house -garage Lots 17 &18 l:V"Vl-4 ~"'(I IV' Croos ereek Townshio.Washinaton Countv,Pennsv1vania 4,200.00 0 0 /0 t 'i --4"..,{;(JAr--Is /;)..C ~ ij/::hI./'I .,P V"........~-.~ Personal Property 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. _________C~F~.___, Jointly Held Property Estimated,,Value,i ,NONE '\-"- ""1,,....... I - -!) Transfers within TWO YEARS Prior to Death NONF. ,:~ I That at the time of death there was no safe deposit box registered in 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 -" BENEFICIARIES '-"l-r.RELATIONSHIP SURVIVED AGE OF LIFEBENEFIdt~RIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTEREST OF (State flllll'\ames of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an i;-teorest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Kenneth Schofield Son yes Rea,Pennsylvania John Schofield,Jr.Son yes R.D.#1,Hickory,Penna. Barbar~Schofield Stewart Daughter yes R.D.#1,Hickory,Penn.;;. , ·RESID,E~T DECEDENT',.BTS AND ~ED~C~IONS CLAIMED e NorfE'List first five items in the spaces so provided,observe notations thereon,and instructions.. Funeral expenses paidPittmanFuneralHome DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMNr--------.:::.=..::....-=--=-===-----...----------=.:..==--=-=----=..c=---=::..:..::..:=-------r--==-=--=~,----miKEGISTERONLY $1,626 00 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) FrakA Conte.Esa. Administration Expenses * Counsel fees *250 00 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Washington Hospital Dr.Paul Proudfit Ambulance &Chair Service J.K.McCarrell,M.D. Hospital Bill 1 Dr.Bill Ambulance service Dr.Bill 144 00 40 00 35 90 10 00 II II ,, Total 00 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater or less than the estimated amount claimed and allowed./0 2t:' Subscribed and sworn to before me this ~9.i;:h.4?-y......'a)~~'. /(Execut r-A'ilministrator) seJ?~er'J"".ddiitt <-'".'/)_JJ""19..7.1 R •.D (t~~i N~;';b~;i ............~itJRD ...N~.~......:,~'W~~l;itNGto1'J,WASHfNGT~llOYRfY .,~~.q~<?!:"y.{..~.~~~~Y.~Y~~~.~.:}t~J;O"MIS~~PN:EXPJRES APltlb H,}§1§(City or Town and State) Member.l'ennSYlvanJaASsocflflDflMff8fMIB§_ Having been duly sworn according to law,I do hereby certify that the above appraisement is made'in conformity with law on this .....................~O~..dayOf ~H!""JJl:.JI(.~.~ .......01~:J.~~... . \"Appraiser 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'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..~.~County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed'by d'e~'o'~elt:~~~~~s to those I ms where a greater or lesser amount ::d~O~":~~OC!"~rf9.7~~~;;t;~L~~~;;~::abm,whi'h ."at.,,,la..,~:"~"~utp~~:~"t~~d~t.:~" •.Register of Wills r I " - ,f " Form No.RCC·62 (2·64) WillAdministration INo.. . . . . . . ...Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .......~9?N .~~~9f.:J;l?;4q . Deceased Late of ~~~{.;I?E?p..l1~Y):Y?n-t?. County of Washington••••e._•••••••••,••••••••••••••• Commonwealth of Pennsylvania REPORT AND APPRAISAL ~Vd "O:J NiJ .U)NIH SVlA STI!/JI.JO :~LJJ.S!S3ij orJ i;.~".'\'1"[:;SSnd 71 Uilil'.1;-1 ~i i"lO 2l...•1...1 , .~(]:1 _of j ~ ~.I.'..), ~~ r- l·... )'.. ....(,~.",t ' •-'/.'.J 'i/,/]II ("'-...~)J .. ') ...-.:> _4"~t ,r'·J I ________J I i I I lI 4;,'00.00 4;200.00 S 2,1 05.00 - 2,Q95.o05 Z,095.00 T .00 T 1626.00 250.00 144.00 40.00 35.00 10.00 2,105.005 Z,IGS.GOT RCC-Bl (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT BARBARA SCHOFIELD (Executor~ IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-195-2 J] I In Re:Estate of _--=J-=-O~HN~~S~C~H~O~F~I~E~L~D:...--_ __W_'A_S_H_I_N-:..G_TO_N__County -Fi Ie No.63-71-786 Dear~trSe Schofield, Y h b 'f'd h h originalouareereynotlIetatte _ appraisement in the estate of JOHN SCHOFIELD has been filed in the office of the Register of Wills of WASHINGTON County on October 20 ,19 72,Said appraisement reflects the following valuations: Real Estate 4_,_2_0_0_e_O_O _ Personal Property _ T ransfers _ Jointly Owned _ Tota I ---:4~,2!!Oo.!O~0~.~0~0>L__ 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 October 20,1972 Signed __F_RE_D_TO_S_I _ Title APPRIASER I DATE OF DEATH:JUly 1,1971 Note:This is not a bill. RC.c-39 (5-68) C&'MMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of SCHOFIELD .TOHN (Last Name)(First Name) DATE OF DEATH 7-1-71 (Initial) FILE NO.63-71-986 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON 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". $J<Ld !f~fsfrf~' INHERITANCE TAX APPRASER' October 20,1972Dated:----------'------ REPORT OF THE REGISTER OF WILLS \ 4.200 00 4.200 00 2.105 00 2.095 00 $4 '00 00 4.200 00 26105 00 26095 00 I 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 Dated:OCT 20 197tlRUSSELL MARINO I,the undersigned duly elected Register of Wills in and for WASHINGTON County,Pennsylvania,do respect- fully report that.!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",whic eater lesser amount represents the sum allowed as a deduction. Valuation of life estates or annuities.. . . . . . . . . . . . . . . . . .$t= -----" ESTATE TAX ASSESSMENTS $. FOR USE OF REGISTER ONLY Tax on $-------.::---::=-=-=-----i--=-=_2% Tax on $2,095 00 c55 Tax on $5% Tax on $10% Tax on $15% Exemptions * Total Estate -+-__ TOTAL TAX COMPUTATION OF TAX $---------1-- $,"""'....'r:;L+--I7:"y"'-O $---------1-- $--------+-- $---------1-- $----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 $------- AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $---Jl- BALANCE DUE $ -----IL- Add interest at rate of 6%from t= ------lto-----$-------1 TOTAL TAX BALANCE $-------1 PAID $-1 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.l . Will Administration !No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF JOHN XH SCHOFIELD ...... Deceased Late of .REA .. ., County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~> ..... l'""unn RCC-2 ,DEPAR.TME~T OF"REVENUE ?\UREAU OF COUNTY COLLECTIONS "HARRISBURG.PENNA.17127 DATE Qc.t.Qb.er .2.Q..,19.72.. COUNTY W.MfI.+..N.G.~Q~L . FILE NO ?~.:?~.:.?~.?. Whereas,g.9.~s.G.ij.9.f.+...~:J;,..p.late of R~.~. in the County of ~~~.~q,~~:Commonwealth of Pennsylvania,having died on the f.i.rst day of Jul.y.19 7.],seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,,}rg~p ~.e.~,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ REATLY: SEE COpy OF ATTACHED APPRAISEL 4 200 00 '. .. ...' ., > . , ~(Number and Street) ................................................~..... (\fat Offi"e) . ,Penna. ......WASHI.NG'rON...County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOHN SCHOFIELD Deceased. Late of REA Datc oj Dcath,.7.~J.~Tl,. Approiscmel!t Docket Vol......~8,. Page,~9.5."".2 No 6.,3.~.71~7a..6.. Filed in Register's Office,.9.G.t..~~.Q J9 ...7.~ A1noimt of lax due,$,.. DEPARIMENT OF REVENUE- Received, Ex!!,!!ined and Approved,::::.::. Wrote aboMt .Appraisement,.. Appeal j1'om Appraisement,.,;. Entered and charged, ,"" I ,-'I