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Home My WebLink AboutOC1971-0795 - ESTATE OF PHILLIPS1 j. i \;.' "I t., 1 I! Ji: ,. ! 1namedExecutors!, iI I ~3-7/.7.?£ ,:. '~.....,....~---~'~".................'!'!'".~,.__...,......p.,-..,..."•...-..-......""'¥!5'it"..........~""+"".''''''.,....-'''''''?~'''''''.......,..,..."""'....._-~~: I direct the payment out of my estate of the LAST WILL AND TESTAMENT~~.-a>~ In no event shall this gift be construed to be I ",Itogetherwiththehouseholdfurnishingsthere,n. I give and bequeath the sum of Five Hundred and I .IIdeviseallofmyreal.estate situate in the Village(a) FIRST: m spent for such organizations and in such amounts as my beloved unto my beloved son,JULIUS PHILLIPS,his heirs and assigns for- 227,and upon which there is erected a portion of a double house, L t ...,...-_:...,.., , . I I I i KNOW ALL MEN BY THESE PRESENTS,tha t I,JULIA PHILLIPS,I I I~I II a resident of the Borough of Centerville,Washington County,Penn-I \1 Ijl.1 II sylvanJ..a,being of sound mind,memory and understanding,do hereby i il i~make,pUblish and dec1are this to .be my La st Will and Te stament ,I Ii hereby revoking any and all former Wills by me at any time hereto-I r,.1 II:1 fore made ~ \1,1 And as to all of my estate,reaL,personal or mixed,of 'I 'I I\,I, It whatsoever kind and nature and wheresoever situate,I ·give,devise IIi and bequeath as follows: 1I II~ II expenses of my last illness and funeral. \1 II SECOND:All the rest,residue and remainder of my!estate of whatsoever kind and nature and wheresoever situate of II which I die seized or possessed,I give,devise and bequeath as II follows: III'ilI of Vestaburg,Borough of Centerville,Washington County,Pennsyl- III vania,lmown and designa ted as Lot No.345 in the Plan of Lots illmown as Vestaburg Plan of Lots.laid out by Jones and Laughlin 11 steel Corporation,and of record in the Recorder fS Office in and 'I~II for Wa shington County,Pennsylvania,in Plan Book Volume 7,page I II~ever,in fee simple, II II II~00/100 ($500.00)Dollars to general charitable purposes,to be II,!!I II daughter,MARGARET P..STEFAN,one of my hereinafter ~shall designate. :II"'~'~'-~~-~~"':"""'~~~-:-..--.....~-,..--~~ i----<J of whatsoever kind and nat~e and wheresoever situate of which I MARGARET P.STEFAN,Belle Vernon,Pennsylvania;GEOR~E PHILLIPS, ~ 1I I Ii give,devise and bequeath unto my I MARY P.SEMOSKY,Marianna,Pennsylvania;! I1II All the rest,residue and remainder of my estate,(c) Marianna,Pennsylvania;ANDREW PHILLIPS,Fredericktown,Pennsyl- !I I: 11 a charge upon real estate herein specifically devised,and should ii there not be enough cash or liquid assets at the date of my II il decease after the payment of my debts and expenses of administra- 11II tion,this legacy shall be considered aba ted. :I JIIII ! ·, , Should any of the named beneficiaries in Paragraph Four PHILLIPS,Marianna,Pennsylvania;and MARGARET P.STEFAN,Belle said beneficiary would have been rightfully entitled had t~ey survived the date of my death,Igive,devise and bequeath unto I nominate,constitute and appoint GEORGETHIRD: Vernon,Pennsylvania,co-executors of this my Last Will and Testa- ii~i of my La st Will and Tes tament predecease me,the share to whichI!I. Ii ! !!MARGARET P.STEFAN,her heirs and assigns forever. II, ! !i i !I:I mente I further direct that neither shall be required to enter security in any jurisdiction in which they may act. IN WITNESS WHEREOF,I have set my hand and seal to this,I of our Lord,One Thousand Nine Hundred and Fifty-seven (1957). my Last Will and Testament,this ~hday of June f in the year i 1"t I If (t II IIJI !I It III !I "Iiil "IIII,I II~III~I'I!I \1!j \1'I III I, i IIII !IIi \1 II'III,I'I'j IIii I \1\ ii \ il.~ ;1, j I1 .·..·'7j~ i ',;t. t;· II..........,.~....:~::o.i'_*"'~'.""""'"",~'--r~_._~_~_...._,'~~r.'~....._...,..•+...zq......,~'"="'.-~~........~~~'~~...---. t. I., 1 i 'I 1 I ,j " ~.~ '\..~41., Rcc-103 (2-64),. COMMONWEALTH OF PENNSYLVANIA DEPARTME/I!T OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION jp-3_-7 /-1/S'J INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF WA_S_H_I_N_G_T_O_N_ J This return must be completed in detail and filed in duplicate,with the Register of wills in the County where the decedent resided within one year after date of death,unless an extension is granted by the Secr·etary of Revenue. Misc. being duly sworn according to law,deposes and says thafS,e is the -'E~x~e::..llc~uo±.t~r..:!oi~x~--__:_-------- (Exec.,Adm.,Legatee,etc.) of the estate of ---:J=..U=..L=IA=-=-.-.=.P.::.:H:..=I:..=L:..=L=..=I:..=P-=S=-----Ia te of Borough 0 f Centervi11e (City,Borough,or Township) deceased,and that the whole of the estafe of s<lid decedent,who died on _~J~u,-",1:.J.Y,---=4I+J-:=-"'1,....97'7;...,1"'--_ (Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma'rket value of the assets and Will 920 Fayette Avenue Admn.No.19__I,__M_a_r~g=!.a--;-:-:-r_e-:t_p-=..._S_t_e_f_a_n of Belle Vernon,Pennsylvania (Name)(Address) no Pennsylvania Transfer Inheritance Tax is due. Sworn and subscribed before me Type of Asset: Real Estate,Pers. Property,Jointly Held Prop.or Transfers Real estate ALL that certain lot or parcel of land situate in the Borough of Centerville, Washington County,Pennsylvania,being Lot No.345 in the Plan of Lots known as Vesta burg Plan of Lots laid out by Jones & Laughlin Steel Corporation and of record in the Office of the Recorder of Deeds of Washington County,in Plan Book Vol.7, page 229. (See Deed Book Vol.753,page 212) 8-~5-7/~~..~~~~-~~~yJ,,,-. Estimated Market Value 250.00 Executrix Department Valuation CAUTION (Do not writ.e in this space) TOTALS $250.00 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance 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 fort opposite each item in the last col~n to th,right..( Dtd Lf-/4f-7/a e : DEBTS AND DEDUCTIONS Amount Amount Approved Name of Payee Nature of Claim Claimed by Register ordon Greenlee Funeral expenses $1,043.10 1/o¢3.1tJoodwardandBassiAttorneys'fee 50.00 00.(J-(jusse11Marino,Reg.Probate of will 13.00 /S.tJ-OandaCarringtonNotaryPublic2.00 0(.0-0, \ \\ \ \\ TOTALS $1,108.10 (/otT /(J G W R W SEFOl 4 1971 RUSSELL MARINO'Date of Approval: 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,except e I have set forth a greater or lesser amount in the last column to the right,which greater or lesser amount represents t e sum a ed as a deduction. k~ Will }~No.Year__ IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF JULIA PHILLIPS Deceased Late of Borough of Centerville -''- County of .tV:a.:shington...'1 ::...., en rry ::0 -::..1 ~J ';...-r:c)c::~.;'----~~~...,..:;:C j ..'~~~~~ Commonwealth-of-Pennsylvania"7 ~.~J ,-jj _~l .:•'.',.".~?~:<::-r-.,j...(::::.:.,~-~--.,..:::>REPO~t~A~'P ~P:f~t\IShb.-:-1 ,'-:;2 .::::.:~,,.::::~..-...r----.;..:-:0 r---:-...."-:'--,4,..) .h.en 2>--~r-'~~ -.t::::-- WOODWARD AND BASSI Attorneys at·Law 701 McKean Avenue Charleroi,Pennsylvania \ RCC-SI (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COmHY COLLECTIO~S HARRISBURG 17127 ~OTICE OF FILI~G OF APPRAISEME~T MARGARET STEFAN (Executor ~~W IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-195-5 J In Re:Estate of __JU_L_I_A_P_H_I_L_L_I_P_S ~_ ~\v....;:.A=S...=.:H=I=NG.=...T.=...O=-=N..:--__Coun ty -File No.63-71-795 Dear Mrs _Stefan, You are hereby notified that the=-=::-:--=-~o.::..r=i.cgl::i:=:n=a~l=------------- appraisement inthe-estate of JULIA PHILLIPS has been filed in the olH'ce of the Register of Wi lis of WASHINGTON County on September 14,19 71,Said appraisement reflects the following valuations: Real Estate --=2=..:5~0~-~0~0~_ Personal Property _ Transfers _ Jointly Owned __~~~-------- Tota I --=2:...:.5:...:.0:...:.-:...:.0-=.0 _ 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. 1 • Date September 14,1971 S;gned ~~~{j4-u~ Title MADELINE FINNEY,APPRAISER I ESTATE INSOLVENT DATE OF DEATH:July 4,1971 Note:This is not a bi II. ESTATE INSOLVENT ,~ df.J SUMMARY DATE OF DEATH 7-4-71 FILE NO.63-71-795 HERITANCE TAX APPRAISER -....- pprai ser in and for the County of Washington , the real and personal property as reported in the foregoing return at to the right in Schedules "A","B","C",and "E". 1rLrukkv~-p.eu~. INHERITANCE TA~ THE REGISTER OF WILLS and for Washington County,Pennsylvania,do respect- claimed by deponent,except as to those items where a greater or n Schedule "p".~~nt..p.."nt'the 'urn J"":...l ~~~REG~STER OF WILLS , ORTED VALUE AS APPRAISED VALUE AS REAPPRAISED uu $250 00 $ 00 250 00 10 1.108 10 250 1 108 REPORT OF IN VALUE AS REP $--~=-=:.....- (Initial) JULI3 (First Name) .~ RCC-39 (5-68) coMt:molwEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT REPORT OF \ \ Dated:Pit!f Ijj .SQH .IG!j b f\.S SEP 1..4.J971 RUSSELL MARINO 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 fully report that I have allowed deductions in the amounts lesser amount is set forth in the last column to the right i allowed as a deduction. Dated:September 14,1971 I,the undersigned duly appointed Inheritance Tax A Pennsylvania,do respectfully report that I have appraised the values set forth opposite each item in the last column Estate of PHILLIPS (Last Name) Valuation of life estates or -t= FOR USE OF REGISTER ONLY Tax on $-+-__2% Taxon $~ Tax on $5% Tn 00 $lK Tax on $15% Exemptions * Total Estate ---l-__ TOTAL TAX COMPUTATION OF TAX $--------+--- $--------+--- $---------4-- $-------~ $---------4-- $-----_---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 $t= Add interest at rate of 6%from_____to $----J AMOUNT OF ESTATE TAX ASSESSED $--~-----lL- Estate tax paid $---lL- BALANCE DUE $----~~ Add interest at rate of 6%from t= ------1.t'o-----$--------4 TOTAL TAX BALANCE $------4PAID$-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. Will (...No.Admlmstration IN THE Year . '1 MATTER OF THE APPRAISEMENT OF THE ESTATE OF JULIA PHILLIPS Deceased Late of...VESTABURG County of \vASHNGTON I, Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ .~ I ~ " " \ Fonn ROC-2·"• \\ DEPARTMENT OF REVENUE-B~AU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT .~".I DATE ,s..~.P.t.;.~:m.b.~.r.l4..,...l.9..7..l.. COUNTY ..~~.~.~.~.~.~~..~.~I FILE NO....?..~.:.?..!.:.?...?..?._ . Whereas... :J..v..1V..~.A P..HJ..1.~IP.$:late of .Y.l!;.S.'r.AB.V.R.G . in the County of ~A§.~.!~9.T9.~Commonwealth of Pennsylvania.having died on the f.c>..~~~~day of ~.~.~.y.19 ?~.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,J1A..P..~~J.~~.r..~.N~!,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:I 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 AppraisementDescriptionofAssetValoesMadeforInheritance Tax Purpo..s $ REALTY: ALL that certain lot or parcel of land situate in the Bor(,'lU~h of Centerville Washi C\.P rlvani a.L v bieng Lot No.'345 in the Plan of Lots know as Vestaburl'!: Plan of laid by Jones 8&Laughlin Steel ILotsoutCorporation and of record in the Office of'the'Recorder of Deeds of Washington County,in Plan Book Vol.7,page 229. (See Deed Book Vol.753.page 212)250 00 1 ESTATE INSOLVENT ~.... , : - : I ,,. form~v:fhb::::Z,~w~·~/rn~~·~:;:r....~y=7~~.:~j;O;,,1~?se,=:;:..d~i~~ Appraiser .................................................................................................................................................................... ~.........................................W ...................:...............................,Penna.(Post 0 ) I ..WASHINGTON . .County ~ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JULIA PHILLIPS Deceased. Late of VESTABURG Date of Death,3::.4.:.7:1.:. Appraisemei!t Docket Vol..3.8,. Page,..~.~.?:..?.No ~.~.:.?!.:..?~.?. Filed in Register's Office,..~.~P.1::..~...J4.....19.....?J Am.ount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra.isement,.. Appeal f1'om Appraisement,.. Entered and charged,.. ., ~ "- .I , ----. .~ ~.'...... "~',' "~ 1 0 4 :3 1 0 5 0 0 O· 1 :3 0 0 2 0 011081o ,I-'., "-',' ff)'PD 2 5 0 0 0 110810-