HomeMy WebLinkAboutOC1971-0841 - ESTATE OF ROBERTSRcc-al (2-64)
COMMONWEALTH OF PENNSYL VAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
PHOEBE ANN LAUDERBAUGH
(Executor or Administrator)
IN YOUR REPLY PLEAI.
REP'KR TO
J
In Re:Estate of EILZIABETH LAUDERBAUGH ROBERTS
_____W_A...;S...=.H:..::I;;.;;N...;G:....,:T=-.O;;..;N:..;..-----County -File No.63-71-841
Dear Miss Lauderbaugh,
You are hereby notified that the o_r_1_·=g_i_n_a_1__------
appraisement in the estate of EI,IZABETI:I ROllERTS
has been filed in the office of the Register of Wills qf WASHINGTON
County on February 8 ,19..1.2.Said appraisement reflects the
following valuations:
Real Estate _
Personal Property .1~J~0~lw6u.u6~3~----
Transfers .......-~....,...__:_::::_-_
Total -=1~,0::.:1::..6:::...=...;.5:::...:::.3 _
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 one year from date of death,interest at the rate
of six (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date _-----lFwe!i<..bl.LLr.ldu~au.r-.Jy~8~,--I,.1..:l9u7.J,2 _Signed
Title APPRAISER I
DATE OF DEATH:October 28,1969
Note:This is not a bill.
~
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
J.I
Estate of ROBERTS
(Last Name)
ELIZABETH L.
(First Name)(Initial)
DATE OF DEATH 10-28-69 FILE NO.63-71-841
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHIN GTON
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 itern in the last column to the right in Schedules "A","B", "C",and "E".
Dated:_-=-F~e-=b-=-r...:::u=a-=-r",,-y--=-8J.-'_1=.9;:..7..:....2=-_
REPORT OF THE REGISTER OF WILLS
/.-L{,
REGISTER OF WILLS ~......--..Dated:-EEB 8 1972RlISSELL MAEINO
I,the undersigned duly elected Register of Wills in and for WASHINGTON County,Pennsylvania,do respect-
fully report that I 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"',which gre er or lesser amount represents the sum
allowed as a deduction.
VALUE AS REAPPRAISED
$~OT
6 00.00
225.00
109.00
10.00
944.005
944.00T
53
00
72
944
72 53
944 00
VALUE AS REPORTED VALUE AS APPRAISED
$$,--...-.,.........."....--l-.-=-
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
=
$L--_
FOR USE OF REGISTER ONLY
Tax on $-+__2%
Tax on $-+__6%
Tax on $---------+--5%
nxoo$lK
Tax on $7 ?C\1 5%-""
Exemptions=========t:==
Total Estate ---JI---_
TOTAL TAX
COMPUTATION OF TAX
$---------+--
$--------l--
$-------4--
$-----...,---+--
$1[\~~PAID IN FULL
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
.0 0 T
1,01653
L016.53S
944.00-
72.535
7253 T
::::::::::::t====
TOTAL TAX BALANCE :---If-
PAID $....IL
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
_____to $------
AMOUNT OF ESTATE TAX ASSESSED $--~-----lL-
Estate tax paid $....IL-
BALANCE DUE $----~I----
Add interest at rate of 6%from
------'lto-----
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.-
Will lAdministration\No......Year
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
~LJZ.AI3~'rIiJ...~.Roa~~$..
Deceased
Late of .S.STRABANTETWP.
County of ..WASHlNG.'l'ON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,
;
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:
ESTATE OF
ELIZABETH LAUDERBAUGH
ROBERTS,DECEASED.
)
)
)
)
)
)
)
NO.
PETITION-FOR SETTLEMENT OF A SMALL
ESTATE UNDER SECTION 202 OF THE
FIDUCIARIES ACT OF 1949,AS AMENDED.
TO THE HONORABLE P.V.MARINO,PRESIDING JUDGE:
The petition of Phoebe Ann Lauderbaugh respectfully
represents:
1.The name and last residence of the decedent is
Elizabeth Lauderbaugh Roberts,91 Hawthorne Drive,South
Str.abane Township,Washington County,Pennsylvania.
2.That the said Elizabeth Lauderbaugh Roberts died
October 28,1969.
3.That all of the personal property of the said
Elizabeth Lauderbaugh Roberts consisted of a distributive interes
in the Estate of Jane L.Bigler,deceased,being cash in the
amount of $1,016.53.No wages were paid direct to members of
the decedent's family under Section 201 of the Fiduciaries Act
of 1949 and no property was claimed as an exemption under the
provisions of Section 211 of such Act.The estate of Jane L.
Bigler is filed in the above Court at No.63-70-1056 and the
Adjudication and Decree therein making the award that creates
the estate herein sought to be distributed is dated June 29,
1971.
4.That the decedent left a will dated January 22,
1962,hereto attached and made a part hereof,which awarded
the residue of her estate to your petitioner.Your petitioner
,...
'.
"-,
is Sui juris,of full age,of 38 South Wade Avenue,Washington,
Pennsylvania.
5.There are no unpaid creditors of the estate of
Elizabeth Lauderbaugh Roberts
6.That your petitioner advanced for the use and
benefit of the decedent and the decedent's estate the following
sums of money:January 14,1970,to Ralph E.Piatt Funeral Home,
funeral expenses the sum of $600.00;Kurtz Monument Company
for marker and inscription the sum of $225.00 and Rev.Kurtz
for furneral services the sum of $10.00.That in addition to
the foregoing your petitioner has incurred notary fees in the
amount of $1.00,filing fees in the amount of $8.00 and
attorneys.fees in the amount of $100.00.
WHEREFORE,your Petitioner prays that an Order be
made authorizing and directing your Petitioner as named Exeuctrix
'of the Will of Elizabeth Lauderbaugh Roberts to receive and
receipt for the distributive interest of the said Elizabeth
Lauderbaugh Hoberts in.the Estate of Jane L.Bigler,deceased,
as set forth in the Adjudication and Decree dated June 29,1971,
in the amount of $1,016.53 and that she be authorized and
directed to pay therefrom to herself in reimbursement of moneys
advanced the sum of $600.00 for funeral expenses,$225.00 for
marker and inscription and $10.00 for the minister's services
and that she be further authorized and directed to pay from
said funds the cost of these proceedings,to-wit,$1.00 notary
fee,$8.00 filing costs and $100.00 attorneys fees and that
she be authorized and directed to pay appropriate transfer
inheritance tax on the balance for distribution and that the
balance,after the payment of said tax,be awarded to her as
residuary legatee under the terms of said Will.
Phoebe Ann
COMMONWEALTH OF PENNSYLVANIA )
)SS:
COUNTY OF WASHINGTON )
Personally appeared before me,the undersigned
authority,PHOEBE ANN LAUDERBAUGH,who,being duly sworn accordin!
to law deposes and says that the facts set forth in the foregoing
petition are true and correct to the best of her information,
knowledge and belief.
Sworn to and subscribed before me
-fAthis~day of August,1971.
,.\';'H\lli.NUIAI<Y PUUlIl;(j
WASHINGTON,WASHINGTON CO!lNTY
,MY COMMISSION EXPIRES ~UNE 25.1974
Jiember,PennsylvanJaA~cjatioQ ofNotarl••
•
WILL OF ELIZABETH LAUDERBAUGH ROBERTS
I,Elizabeth Lauderbaugh Roberts,do make,publish and declare
this to be my Last Will and Testament,hereby revoking any other Will or
Wills by me at any time heretofore made.
1.I direct my Executrix,hereinafter named,to pay all my just
debts and funeral expenses as soon as convenient after my decease.
2.I direct my Executrix,hereinafter named,to cause to be
erected over my grave a suitable marker in conformance with the nature of
the marker now erected for my husband,Harry Roberts,buried in the same
lot,and to promptly pay for said marker.
3.Because of the aid and assistance she has given me for a
number of years,I give,devise and bequeath my entire estate,real and
personal,to Phoebe Ann Lauderbaugh!
4.I nominate,constitute and appoint Phoebe Ann Lauderbaugh
to be Executrix of this,my Last Will and Testament.
wrrNESS my hang;;;)ll1~~~1962.
t·
Signed,sealed,published and declared by the above named
Elizabeth Lauderbaugh Roberts as ana!for her Last'Will and Testament,
in the presence of us,who have hereunto subscribed our names at her
request as witnesses thereto in the presence of the said Testator and of
each other.
•
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA.
ORPHANS'COURT DIVISION
IN RE:~
ESTATE OF )
)
ELIZABETH LAUDERBAUGH )NO.
)
ROBERTS,DECEASED.)
o R D E H
AND NOW,August ~,1971,it appearing that the
Court has jurisdiction of the matter.s~t forth in the Petition
under Section 202 of the Fiduciaries Act of 1949,as amended,
the prayer of the Petition is granted and on motion of John
B.McCreight,Esquire,attorney for Petitioner,IT IS ORDERED
AND DECREED that Phoebe Ann Lauderbaugh be and is hereby authoriz d
and directed to receive the distributive interest awarded to the
'Estate of Elizabeth Lauderbau,gh Roberts in the Estate of .Jane
L.Bigler,deceased,filed in this Court at No.63-70-1056 in
the amount of $1,016.53 and that the said Phoebe Ann Lauderbaugh,
named as Executrix in the Will of the said Elizabeth Lauderbaugh
Roberts,pay to herself from said funds in reimbursement of
costs heretofore advanced for the said Elizabeth Lauderbaugh
Roberts,the sum of $600.00 for funeral expenses,$225.00 for
marker and inscription and $10.00 for the services of the
minister and that she pay the costs of this proceeding in the
sum of $1.00 notary fee for affidavit on this Petition,$8.00
filing costs and $100.00 attorneys fees,that she pay
Pennsylvania transfer inheritance tax in the amount of $10.88
and distribute the balance to-wit,$61.65 to herself as residuary
will of Elizabe~Lauder~~gh
.~~
J
Roberts.
legatee under
Form No.RCC-62 (6-70)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER '10.000.UNDER SECTION 701 OF ACT OF JUNE 18,18411,
EFll'ECTIVE JANUARY 1.1962.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)
i t,J-7(/,-11 t
~_.'Y OFFICE OF THE REGISTER OF WILLS
WASHINGTONCountyof .
..;P.IiO~.~e..I1I1N..4MJ)?~R~~P.qI:I ,of ..3?.~9~~t,1 ..\I!9-9-.~,.Wq.~P.~t:lg~9P.,..P.q,.
(Name)(Addre18)
being duly ?Y:!_QrD ,according to law,deposes and says that he is the _.~~~_9.~_~_r.J.~_
(Exec.,Adm"Legatee,Etc,)
of the estate of_.__~J~_~_~~_~~!!J:_'?:~9_~!.!?_9:~_gh_.~<fJB~:rrJstSresidence was 9_1__Ea\1thQrne__.Brille.~-------------.
(No.)(Sueet)
Washington Pa .Oct.28,1969------------------._.~~deceased,and that the whole of the estate of said decedent,who died __.....__.._
(City,Borough or Township)(Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT.
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
NONE
Personal Property
Distributive Interest in the Estate of Jane L.Bigler,
Deceased,by Adjudication and Decree of the Orphans'Dourt
Division,Washington County Common Pleas Court at No.63-70-1056 $1,016.53
J91(ijJ
I
-
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
instituti0ll 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.x
l
Estimated
VllluelJointlyHeldProperty
~.-
-...-"~~-
NONE
,
-
..
-
Transfers within TWO YEARS Prior to Death
NONE
That at the time of death there was no safe deposit box registered ih 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 anotheras 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
.RELATIONSHIP AGE OF LIFE-,-~SURVIVEDBENEFICIARIESANDADDRESSES(If step-children or TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children DECEDENT ANNUITANTS BENEFICIARYSTATEYESaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO·AT DEATH OF IN ESTATE
forth this fact.)DECEDENT .
Phoebe Ann Lauderbaugh +"
38 South Wade Avenue
Washington,Pa.None Yes Entire estate
DEBTS AND"DEDUCTIONS CLAIMED
NOTE:List first five it-e:m8-i~e spaces so provided,observe notations thereon,and instructions.
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
~EGISTER ONLY
Funeral expenses paid $600.00 $
Kurtz Monument Co.-marker 225 00
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses °1nQ nn
Counsel fees °
Fiduciary commission °
OTHER DEBTS AND CLAIMS
(0)See Note below
Rev.Kurtz-funeral services 10 00
I
I
1B
Total 944 00 1Lf4.:::>(::)
lember,Pennsy/vaniaAssociationof Notal t:
Having been duly sWOl~n accol'ding to law,I do hel'lby c~th~t the above appraisement is made in conformity with law on this
.........~G_~?tJ....,;day of -d.~,19 ..?;2 _Lk/?'?1~:.R.~~-.
Note:The estate agl'ees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oj·debt is greater
or less than the estimated amount claimed and allowed.. .Ii..:/e~.~~......
SubsCl'ibed and SWOl'n to before me this.. . . .. . . . . . . . . . . . . . . . .~:!t.(Executor-Administrator)
......../..J~day of ~~~l?~,19 ..~~38 South Wade Avenue
......~~RAIGNOfA,i ,:;"..........'~a~h~n ~o~Si~~~~~~b;~~l'.
WASHINGTON WAS"g ,.
MY COMMISSIO'HINGTON ,OUNTV (City or Town and State)fI .N EXPIRES ''1N'-l1~.toN
Appr"i.er
In the event that any futul'e intel'est in this estate is tl'ansferred in possession 01'enjoyment to collateral heirs of the decedent after the
expiration of any estate for life 01'for yeal's,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 REGISTE OF WILLS
I,the undersigned duly elected Register of Wills in and for lA-!.............-County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent,e as to t e items where a greater or lesser amount
is set fortl1 in the last column to the right in said schedule above,which greater or less l'am unt repr ents the sum allowed as a de~ction.
Qated:~~.~~~~.~~~.~~~.MARINO.........~.L~..---...••.-.-------;--Register of Wills
Form No,RCC-62 (6-70)
WillAdministration INo.. . . . . . . . . .Year .....
1-..
".~.\,
l ~•.;
.'-IN THE
MATTER OF THE APPRAISEMENT ~'1?Jli'l i l ';r,l \~:!r·PH ~35
,
'j
~
OF THE
ESTATE OF
<..-~'!.....
ELTZABETH LAUDERBAUGH ROBERTS............"""..
Deceased
Late of .~9J\Ql}GH OF WASHINGTON...""..""..
County of ..WASHINGTON........................................................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
HUS~,;:-~.!.'.I',IUNG
r~EG\Sl"l:J\DF WILLS
WAS 1·\n~~:'r (;NCO ..r A.
Ponn ilCC-2 I...~.COMMONWEALTH OF PENNSYLVM.JIA DATE ...l.!:~p.E~.~.r;y.......~..,........!.~..??............
DEPARTM~~T OF REVENUE RESIDENT INHERITANCE TAX COUNTY ....w..A~.H..INQT..Q.N ..................................--,..BuREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO......§)::..7..1.::..$..4.J.........................................
Whereas,...........................................ELIZABE.T.H.....LAU.D..E.R1J.VAQ.l:J.....RQ.~¥lll ~f ................S.O'UTH....S.T.RAB.ANE.....TWP.................
in the County of ....................................WASHING.T.QN..........................................................Commonwealth of Pennsylvania,having died on
the ..................................2.8.th............................................day of ............QC.:t.Q.p..~.r......................................19......9..~seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...........................D.QM.l..N.I.C......R..,......P..~.MAR)A ..............................,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 Appraisement
Description of Asset Values Made for Inheritance
Tax Purpoles
$
PERSONAL:
SEE COpy ATTACHED TO APPRAISEMENT 1,016 53
formft~V~fh b~:::~h:.w<>rll.~~~ing to,..~.~:;:r~.~e;0':~appr~se?:e~~is7~~el~~~
Appraiser
I.}~Number.andStreet)
..................l..6/.................................,Penna.
(Post Office)
\~ASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ELIZABETHL.ROBERTS
Deceased.
Late of
..J!',
.........................WA.$.HING.1'QN ..
10-28-69DateofDeath,
Appraisemellt Docket Vol ~rJ,•••••••••••.•.•..•••••••••••••••••••••••••
Page,'.2..().()~.L No §}.::.7..1.:::'..~4.1.
Il
Filed in Register's OfJice,F.~b.8.19.7..2..
Amount of tax due,$.
{
DEPARTMENT OF REVENUE
Received,
Examined.and Approved,.
Wrote abo.ut Appra.isement,
'.':
Appeal ft-om Appraisement,.
Entered and charged,,:.
,.
,
•