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Home My WebLink AboutOC1971-1147 - ESTATE OF WILLISt",,J ESTATE OF _.::.F-=Rc:.;AN=:....:C=E:..:::S:..=:L~.~W.:...;I::.:L=L=I=.S__LATE OF 303 Belmont Ave.~Canonsburg,Pa. DATE OF FILING APPRAISEMENT DATE 01'DEATH __S~e...p...;.t...;.e...;.m=b=...:e_=r___=3.....0...o!~~1..;.9_7_1 _ THE SUM OF •....•....'..•....H.(!.....~..!t."....(}d 7izb::::::, Register of Will.,Age.t STATEMENT OF'DEBTS AND DEDUCTIONS COUNTY OFFICE OF THE REGISTER OF WILLS AND AGENT OF THE COMMONWEALTH OF WASHINGTON.,, \."/::!;:.(\t""H;!,::~,Nntary Pl:I oJ ;',;....::;~:;!~t(;n"'./,'::,'silingtoil County,Pa. L:J'COIr.miJsion Expires J"J9 10,1971 (L.S.) DECEAIlED,A.DEDUCTIONS FOR INHERITANCE TAX PURPOIlES. COUNTY OF Wash1ngton }S.' We.Percy M.Willis and Goldie M.Willis,Executors,HEREBY CERTIFY.THAT.TO THE BEaT OFour'IlIl"KNOWLr:OGE AND BELIEF.THE FOREGOING 18 A JUST AND TRU E STATEMENT OP DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Frances I I.Willis ,...::-1..~PWzAM6L.'Jrn11·<lUJi1:v~~_(L.5.) SWO NAND 8UBSCRIBED IlEFORE ME THIS'DAY Of"~~.<lV 1 1S r _.~::~:::::::::~~f'::~~';:;~1l,_7 _1--------(~Iiftfi1~tfl!,w-44k :,.. f;.f~T!:,NO.OF NAME OF PAYEI REMARKS AMOUNTVOUCH"" Nov.2 W.Leonard Griffith Funeral HOIhe Funeral Services 1~644 00 \/"~;':rJ 6 Robert G.Lesnock.M,D.Medical Services HO 00~:.:.....ea-r-IO Howard O.Stevens.Attornev -Reimb.for costs advanced·iDec. ~.. t;11/15171 ister -Fee for callin{!at'.Guv Rogers..Dep.Retlesi~e~f,e to obta ~signatures to Application $15 O(or e ers ,.11/15/71 Russell Marino Re{!'3ra of T 11 5( ~::;. 111171711"..Wash.Co.Reports Advertising Letters 14.0( ~1'J.hJ71 The Dailv Notes Advertising Letters 12 fi(fi~00"~, ~., !f' .'J '00''Dec.10 Howard O.Stevens.Attornev Fee 400it·. M..~ Ji<;..r~I ;.,;';"Percy M.Willis and Goldie M......-.... r'Willis~parents of unmarried 'f-:J Family Exemption 1.;500 OO~, ,mith ..1.she had . ~..:-ref.ideq.f,?ptinuouslY during her "\.~II~'en 1re 1 ';'rn e>"/1 ~.~,-,.k:..~':"~,., l~."""l; 10 Russell Marino~Reg.Fee for filing Inventory and 10 ~~dilDec..,.,,Debts and Deductions t 'i'f\'!~.;1Ii' ~;i Gaydos Monument Co.Grave marker 265 ()O~:-Nov.30 ~::"., ~Oct.2 Rev.Charles Skuce Honorarium 25 OOf 1P't'!., rJoC't 6 Malone Flower Shop.Flowers 21 50. ~Dec.10 Wm.O.Phillips Notary fees 5 00 ","No Executor'stPercyM.Willis and Goldie M.commission 0 00~. I•Willis~Executors is,or will be~claimed or paic.~~,;£004 ex);;-'.1...... r~COMMONWEALTH OF PENNSYLVANIA ," ~~ -i :::L "-520....-i·; '0 "'r;:l~~o :::__ 'z:vr-Ol><n RCC-81 (5-71) '.I.' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT PEHCY H.\-JILUS &.GOLDIE 1-1.v!ILLIS (Executor~ IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-222-8 J In Re:Estate of FRANCES L.WILLIS __\='JA=5,-"'H=n=~G",-,T,,-,,O=N,----__County -File No.63-7l-lJA'l Dear ~~.&}~s.Willis, You are hereby notified that the :pi original appraisement in the estate of FRANCES L.WILLIS has been filed in the office of the Register of Wills of WASHINGTON County on December )3 ,19-11.,Said appraisement reflects the following valuations: Real Estate _ PersonaI Property .....B+,""'m...6........l.....3"t.--_ Transfers _ J 0 int Iy Own ed .....6..,.,.....8.l.L66 7l-lS"'--_ TotaI --..L1.i+4+'u8u.82 --.;97-.JJ"--_ 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 _-----"Do!.'·eo<.lc....,o.....n....m.....e......l_'.....J.....3...,,--'-J~W~J _Signed _------"F'--=·R""-A""N"'C""ES""'c:.~LEO~;'"--_ Title CHIEF APPRAISEH. DATE OF DE,\.TH:,September 30,1971 Note:This is not a bill. RCC-39.(5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ).1. SUMMARY Estate of lvILLIS (Last Name) FRANCES (First Name) L. (Initial) DATE OF DEATH 9-30-71 FILE NO.63-71-J.J.47 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__I·_iA_SHll-----.:JG:....:T:....:O:..:N _ 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". Dated:December 13,1<771 ~~h{).)~.i)Oll-<J n - INHERITANCE TAX APPRAISER )In<..ZJ REPORT OF THE REGISTER OF WILLS , Dated:_D__E_C_l_3_1_97_1_RU.....S_SE_LL_rl_1Aft~ A •t-_ I,the undersigned duly elected Register of Wills in and for \'lASHINGTON 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 "F",w 'ch greater or lesser amount represents the sum allowed as a deduction. 10,fr78 919110,878 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 REGISTER ONLY Tax on $........_.,..,....,...---...~..___2% Tax on $1U,878 91 G0 Tax on $5% Tax on $10% Tax on $15% ~~ptioos • Total Estate -l-__ TOTAL TAX COMPUTATION OF TAX $-----.....-.r.......l.........-- $...:..;6,:5::.....:...2+...:..7':3~ $--------1-- $-------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 $--------' AMOUNT OF ESTATE TAX ASSESSED $------'L- Estate tax paid $......L-. BALANCE DUE $---JL- Add interest at rate of 6%from t= ------tto-----$-----~. TOTAL TAX BALANCE $-----~PAID $.....J 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 t...No.Administration IN THE Year .. MATTER OF THE APPRAISEMENT OF THE ESTATE OF FRANCES L.\,all..IS Deceased Late of .CANONSBtm.a County of HASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ____..~....~mrs_·7?r...__._I'.._.._........·__..~_._ CHARTIERS SAVINGS a LOAN ASSOCIATION 25 NORTH CENTRAL AVENUE CANONSBURG,PA.n5317 748-2417 October 19,1971 To \~om It May Concern: This letter will certi.fy that we have an account in the name of Frarl(:;(?S .L ••~illis or r.M.'v::;':lis with the No.of 2~~ith a balance of $11,975.23 as of September 30,1971 with all dividends beine .. ad'led thereon. ".,..~. ". ..j..}'....~,,;p"..wa..--. MELLON NATIONAL BANK AND TRUST COMPANY CANONSBURG OFFICE PIKE STREET AND CENTRAL AVENUE .~oj CANONSBURG,PENNSYLVANIA 15317 October 22,1971 Howard O.Stevens,Esq. Mellon Bank Building Canonsburg,Pennsylvania 15317 Dear Mr.Stevens: France s L.Willis,Deceased Checking Account No.567-3861 The information which you requested is as follows: Account was opened September 20,1954 Goldie Willis I name was added Cctober 13,1969 Balance -September 30,1971 -$1,758.33 Ve ry truly yours, ~"""'/2'"'//)/'.).., . .~U''-J"(~ J n A.Lengyel '.Ass1t.Vice President and Manager JAL:mn J.....r..-·.'.f\'.."... ., -. }"'onn RCC-2 DEPAP",TME1'~T OF REVENUE BUREAU OF-CDUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWE~LTHOF PENNSYLVAl.JIA RESIDENT.INHERITANCE TAX APPRAISEMENT DATE .P.~.c~b.~.r.13..,~9.71 . COUNTY ~I1iliHIIKiT.oN .. FILE NO 63.~7l~1l47 . Whereas,F.MNC.:ES L hfILLIS late of CANONSB.UHG . in the County of ,JIASHIN.GTON Commonwealth of Pennsylvania,having died on the 3.Qth day of September 19 7J.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,,FRAIJCES LEO ·,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoaes $ PF:RSOfllAT· <::']:;,'Ii'f'nf'V nT;"<::'f'W;,nTlTli'11011 AITtm ,r"n~T\n","........'"~TCT:"l.r.;'lcrm 8.016 13.... •T'T'HELD: SEE COPY OF SCHlillUill "E"ATTACHED '10 APPll.AISEl,lliNr 6.866 78 total ll..882 91 I , I. ~'i4Sf.rJJ~G',l'QN County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of FRANCE.$~~l:JJ..~J.;m . Deceased. Late of CANONSBURG Date of Death,.9~3.~7J.. Appraisemellt Docket Vol.,3.8 . Page,'2Z4.~e No 6.3..~7.l~ll4.7 . Filed in Register's OfficeJ ...I:>~c::.~..)J.19 7J. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appmisement,. Appeal f1'om Appraisement,. Entered and charged,. }- .\ .. .r·, SIX HUNDRED TWENTY and 10/100 ----------------..-_ RECElvEDercy ({Gold i eM.Wi]]is.EXtrs.dollars ATTY.HOWARD O.STEVENS representing Pennsylvania Inheritance or Estate Tax due from the following estate:From:-r-I~ 1'-'---.-'--,---,-------:-~.--;~.-~----,--,----'0'---,-'-----.-'-,-"-- I I --~---.-.-~"'J MELLON BANK BUILDINGAddress -; WASHI~~TON,PENNSYLVANIA 15301 63-71-1147 9.30.71 File No.Date of Death ----i December 16,1971 Date of Payment -l FRANCES L.WILLIS Name of Decedent -; WASHINGTONCounty --1 2 %Tax on $_ 10,878.91 6%Tax on $_ 15%Tax on $_ %Tax on $_ Estate Tax,Act of May 7,1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after dote of death Plus interest at the rate of __%from _ to _ $ 652.73 $ $ $ $ 652.73 $ 32.63 $ $,---------" 620.10VOO~[p[L~@illV~'3~-~2-8 TOTAL AMO~~~-~~D ,,$'=====I!JI NOTE:This'Yriplicate'Receipt to be retained for audi't purposes.\';)/J ,'7/' ".''Received by>"'·:::'"'>.1.!J(j"__/\..:'-4}~i ; NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the life ',--•J;;(Signatu"i-ill )'I tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl,"",:!.Ji'.1 ."..{(/i"'/uJ not be precluded or prevented from.hereafter assessing additional inheritance tax at the death of the ,\:.'\'---"'-/,",~,.'~.''-,..x:- life tenant or tenant for years whenever it appears that such additional tax may be legally due and (Title) collectible for any reason whatsoever.v ~3 ~71-1/«..-7 Affi~autt (@f 1Exrrutnr ®r A~mtut6tratnr / ~tatr llf Jruusyluattitt } Q!ouuty of 1ltIIas4iugtou ss: Personally before me,the undersigned authority,a ..~?~?-!)~'..~~~~~.<:::__.__in and for said County and State,appeared .~~~.<:::y...M.!..W.U~.~.f?.~.~g ..Q.9.~9~~..M.~..WnU~A who,being duly sworn according to law,deposes and sayx that the y ~Ethe executorsox:ElbntlXixkatarxof the es- tate of .._..E'.:rauc.e.s L Willis deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate o~.fr..~n-.9.~}?..:k~...w~n~~..., 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 Administrator. Sworn and subscribed before me this ....!.~..~}/t>I",..'\.I ~ d of :Dec,ember'"\,',,~,71 U.~d........,v.y-.-\lA!..a~P}r ....T·....;....·r-..vT···0 ,...............E ,utor-~Jtis~~ .....~~~~ta~~=:=.....................~c;J11r W ~W hi ton Washington County,Pa.E tas,n:y Comrni3,;ionExpires ADDITIONAL INSTRUCTIONS xecu or 1.An invi~~~J~'ii:.~~t be filed within three months after appointment of personal representative. 2 A supplemental inventory must be filed within thirty days of discovery of additional assets 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 ~uurutnry aub i\.ppraisrmrut of the goods and chattels,rights and credits which were of :f.r.~.l}.c.~.~:k.~..:wHu.~late of :J?9.r.q.lJg4...9LC.~p.9.p.~p.~r.g .. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS PERSONALTY CENTS 11119171 Check from Blue Cross of Western Pennsylvania for refund of unearned premium 16 13 6-$1000 INCOME CERTIFICATES,all issued January 25,1969 by Mellon National Bank and Trust Company,through its Peters Township Office,in nlo FRANCES L.WILLIS and maturing 10 years from date of issue,with interest at 5%payable semi-annually;;, (June 30th and December 31st,of each year).Value date of death 6,000 00 1-$1000 INCOME CERTIFICATE issued March 16,1971 by Mellon National Bank and Trust Company,through its Peters Township Office,in nlo FRANCES L.WILLIS and maturing 10 years from date of issue,with interest at 5%per annum,payable semi-annually (June 30th and Dec.31st of each year). Value date of death 1-$1000 SAVINGS CERTIFICATE issued October,1969 by Mellon National Bank and Trust Company,through its Union Trust Company Office,in nlo MISS FRANCES L.WILLIS"maturing 10 years from date of issue,with interest at 5%per annum" payable semi-annually (June 30th and Dec.31st of each year). Value date of death TOTAL PERSONALTY REALTY NONE 1,000 00 ~~ ~ ~~ ~o • .....;1 ~.....<::Z '";1.....~~c "" i~~co ~l 1'.,.1 ~l:l ~ OCf>-d. ~;1 ~~~ "'-."...-JQ l;f) -:-:-J ~::t. :r:~:;;C; ":l-!~....,~ w..,.~) ~l:l '" -'-:- 1:::' ~ <J :-.: 0 ~"- c.' ~ "rl ~ ,-~ '"~ .. ~;1 4.-0.1.': ...... (_..,-.--.~ ""-l ~Lu c:)~ '.I)- ~---. ::::J (.;;;;; 0::lW r--r-<1;..~~~:- \\ \ .( \ ,( \. I.\, Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COllECTIONS COUNTY OF WASHINGTON IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the· Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the Inheritance and Estate Tax Act of 1961.) :F~~~;~~~~{~~~~:.~~_.=:}~~ PennsylvaniaStateof.."} Washington ss:County of . Percy M.Willis and Goldie M.Willis.. of the estate of the above-named decedent being duly sworn,depose and say EucutorS• Decedent dJed .September (Month) 30.(lIay).',19·("yI~7····,{:i~;~~eaving a last will,copy of which ia hereto attached.} o t herNaa"':t:::i :::r:::r:fs e:ttta o ;:::::}..~~~~:~~Jt.~~~::~!:..~~?r~e~~.~~~\\I..... whom all correspondence should be Canonsburg.Pa•.f5317 . mailed. That as such ..~:.~.:.~~.?::~'Cfli!v .....deponentf3~;amiliar with the affairs of said estate and the property con- n:xcclltor-A ~ Rtituting the assets thereof and their fair market value. 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 NI N "'~ That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fUllv and in detail all the real property in the Commonwealth of Pennsylvania of which'decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereo~or of any foreign country,-which·are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated market value thereof;all bonds and mortgal;tes held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of'dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. Subscribed and sworn to before me this ..1.(1..1.. ".."".7d~Y of ."."Decem.her...""19..7..1 . ·.Jd~~i.AR.m;';"..,"~----_. Washington,Washi~gton C~unty,a. My CommissIOn Expires June 10,1972 In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the faiT market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by.each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a copy of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said schedule a list of all property,real and personal,with its value,which pa~ses at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either individually or 'jointly,by the Will,deed,or other instrument of another, with a copy of the instrument creating such power attached,to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and lmpaid at time of death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein, have been carried forward and properly registered in the Summary. ---~}jf~..._.._.(E:reC1LtO§"~H) ",.30.3",B.elmont..A.y.enue ""..".. (Street NumbeT) .~.::l.~"..C?~.~~~.g.!!?.~.!".!.~.~.!?,,,,.,,..".",.."""". (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (1-64) COMMONWEAJ..TH OF PENNSYLVANIA DEPARTMENT OF"REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth af Pennsylvania should be (1)(2)(31describedbylotandblocknumber,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATIONconveyancebywhichthedecedenttooktitle;If a farm state number of a.FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule. NONE Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. NONE 'RCC-35' COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.D.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property shoul.d be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury .~ertificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or divic',ends,salaries or wages,insurance pay- able to the es tate or fiduciary in said capacity,partnership :int.erests,interes t in any undistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. 1. ITEM List and describe fully 11/19/71 -Check from Blue Cross of Western Pennsylvania tor refund of lunearned premium UNIT ESTIMATED VALUE MARKET VALUE 16.13 DEPARTMENT VALUATION (Do not write in this space) 2.6-$1000 INCOME CERTIFICATES,all issued January 25,1969 by Mellon National Bank and Trust Company,through its Peters Township Office.in nlo FRANCES L. WILLIS and maturing 10 years trom date I of issue,with interest at 5%payable seiI,l~~ annually (June 30th and December 31st,0'1" each year).Value date ot death 6.000.00 .6IJ()O,Oa I S. 1-$1000.00 lN~OHE ~ftTIFt14'£E1~~M~~Fp.pany.16DY1'i It~a ~n£i .ap.l<a rU~l 0,,aug 1 S .e ers owns p Office..In n/o FRANCESL.WILLIS and maturing 10 years trom date ot issue, with interest at ~%per annum..payab Ie semi-annually (June 30th and Dec.31st t"- of each year).Value date of death 1,000.00 I)(JOel.d O 4.t-$lOOO SAVINGS CERTIFICATE issued October, 1969 by Mellon ,National Bank and Trust Company,through its Union Trust Compi ny Office,in n/o MISS FRANCES L.WILLIE. maturing 10 ~ears from date or issue, with Interest at 5%per annum.payable semi-annually (June 30th and Dec.31st G[-o Od,O ()of each year).Value date or death 1,000.00 f) Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 8,016.13 ,RCC-36 COMMpIli"WEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" Tfl!\.NSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiVing a valuable and adequate consideration therefor?(Answer yes or no)~o (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of proper I:J without receiving a valuable or adequate consideration therefor which was to take effect in possession or enj oyment at or after his death? (Answer yes or no)No (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)No (b)What was the transferee's age at time of decedent's death?------(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no):qO (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)rio (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others --=-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)tJO (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)~n (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)_ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION NONE MARKET VALUE (Es timated) DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ReC-38 .,,-,/. CC~ONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I NSTRlTCTIOJliS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Namel unit percentage Estate Address and Relationship of Co-Owners,and Place Value Share Valuation of Record of Instrument,where Real Estate.I. 1.Savings Account No.27 in Chartiers saving land Loan Association of Canonsburg,Pennsylvanla, in n/o "Frances L.and/or P.M.Willie",~ho are daughter and father,respectively~ DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Balance date ot death,including dividends a Mt interest to September SO,1911 ..$11,97511 23 2.Checking Account No.567"3861 in Mellon Nltiona Bank and Trust Company (Canonsburg Offic e). nlo "Frances L.Willis &.Goldie M.Willis", daughter and mother,respectively. 50% Balance date of death 879.16 Note:There are attached hereto letters fro:n the respective banks mentioned above,certifying to the balance as of the date of death or the decedent. in each account. The address of the above named IIP •Ai'• Willis"and "Goldie M.Willis",respective; joint owners above,and also the parents of decedent,is as follows: 303 Belmont Avenue, Canonsburg,Pa.15317 Insert this total opposite "Jointly Owned Property",SChedUle$"1:866.~78 in the "As Reported"coI WlD1 on the last page of this return.~6b~.1f r ()r;;'.I--. •• ., RCC-37 (12-63) COMMON\\'E..(LTW OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesof.all ~ho illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Percv M.Willis Father Yes 1885 1/2 Residue 303 Belmont Avenue Canon~burg,Pa.15317 Goldie M.Willis Mother Yes 1885 1/2 Residue 303 Belmont Ave. r,.'P~Hi~17- . Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ;\IATTER OF THE APPRAISEMENT OF THE ESTATE OF Will Administration (No. P.iI THE Year . (Executor-Administrator must complete "As Reported"column #1.) CJ >-3 '"d ::0......Cb ('l)0 ~...e>...til ::l til til til 0 >-3 Ct'::l '"d...e>...... ~til 0x'"d '0~('l) C"'...... r0-o ~'0 trl ('l)... til ........"<~....Cb .FrancesL.Willis .Deceased ~_._~_dQ c:!+..'''r......Cl Affn....~ Commonwealth of Pennsylvania Late of .Canonsburg. County of Washington I' :>til tl S-l:;...."-':3 ::lr.c.. ------ ~0:~c+.c<1 0:~:CJl l:j:c: ('I):a:: Q.i a::-:> rn ---::0 ('):W CJl CJl -< ::r.rl rl.:?"'?"?"' tr:i n ~~~•-------~¢ex;,:> .:.:Z·:z til CO CO 0 00 ::o_ eD ~ tS)Q)::;:;;::s .g ...... 0:.:(ti 0:(I)0''-' Q:) .... ~0 .... .,;.0 CQ ~(l>c.. "-' li g ,I.J L ~J 1 ~...., ~:1"· i ..J REPORT AND APPRAISAL 'Vd "0)I'J,J.!NUI~ll/~'~n 'If,'',;11',:'~L S'I D::nlo;'oJ I \ .~:.. .J::-/IiH 1.2 ,-.,L3 ~71 -//'17 ' ..==j i,rt: "j 1', I.FRANCES L~·WILLIS~unmarried~of the·Borough of "','i'I: J !·1 ; .j i'I'·j 1 Ca.nonsburg~Washington Cbunty~Pennsylvania~being of sound and disposing , 1 heretofore made by me. to be my last Will and Testament~hereby revoking all testamentary writings mind~memory and understanding~do hereby make~publish and declare this funeral be paid out of my estate as soon as may be convenient after my death. ., iI;I . I; LII r f· I I direct that the expenses of my last illness andFIRST: l'It· SECOND:I give~devise and bequeath all the rest~residue and remainder of my estate~real andpersonal~of whatever nature and whereso- ever situate~which I may own or shall have the right to dispose of at the time of my death~unto my dear parents~PERCY M.WILLIS and GOLDIE M.WILLIS~or if one of them shall have predeceased me~then to the survivor I: i ofthem •If both of my said parents shall have predeceased me~then and in such event~I give~devise and bequeath the said rest~residue and remainder of my estate unto my niece~JOAN IRENE MEREDITH. THIRD:I appoint my parents~PERCY M.WILLIS and GOLDIE M WILLIS"Executors~or the survivor of them"Executor of this my Will • In case of the death of the survivor of them~or his or her incapacity or refusal to act or continue as my Executor~I appoint my sister-in-law"IRENE LOWRY"to be the Executrix of this my Will. IN WITNESS WHEREOFI I have hereunto set.my hand and seal ", j, ·1JJ l 1i II~11ij this /7""day 'Jf March~197 L Signed,sealed~published and declared by the above named Testatrix~ FRANCES L.WILLIS~as and for her Last Will and Testament~in the presence of us"who"at her request"in her presence and in the presence of each other" have hereunto subscribed our names as witnesses to the due execution hereof. ·1 i I ! I \., rl'. r f~, l! ., ! .' j i COpy l\ffilluutt ®f i£xrrutnr ODr i\llwtutstratnr 1~~'$;; .J:," ......I,., ~tatt of 'tltltsylualtta } Ql:oUltty of 'IlIas4tugtolt ss: Personally before me,the undersigned authority,a ..~~~_~~.y...~~~~~.~in and for said County and State,appeared .~~~.~Y...M.!..W.~H.~E..~.~g..Q.QlQ~~..M.~..WgH!=!,.who,being duly sworn according to law,deposes and sayx that t he y 1&Ethe executorSOJr:ml~tarxof the es- tate of ..F..:r-an~.e.s _L Willis _ _deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of J~):.~~_<;'~El...:k!'...W~U~§.a., 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 Administrator. Sworn and subscribed before me this I.<;..Tt:.}/t>""'),,'"'\,J 10 0 . d offJecembeQ~'"71 U,~~.v.y..-.-\LIY.~.a~7J:~~;·..V···,·,~....d E ,uto~~'"~., .....~~..~...:J5:l.l ~~ W hI'ton'Washington county,Pa·E' as n~y Comml3~ionEllplres ADDITIONAL INSTRUCTIONS .,xecutor ".. JUlie 10,1972 ''1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 "t.-'...-;,...,..to" .~t::a 3IltUtlttory arW l\ppratStuttltt of the goods and chattels-,rights and credits which :..v were of :r.r~.n..c.~.p.~.4..WU.H.~.late of :t?.9.r.q.q.g4..g!..c..~;t}9.D-.~';mrg.a · Wa~hington County,Pa.,tak.en and made in conformity with the ab01le affidavit. DOLLARS 16 13 00 CENTS TOTAL PERSONALTY REALTY NONE , I I Ii 1..000 !00 ii I 1..000 I 00 1 _.~,,;",,f ,J•..,'I /,~-';~.,,'~"'. ;, r COP~'; I.FRANCES L.WILLIS,unmarried..of the Borough of';<" heretofore made by me. I~ ,~.Canonsburg,Washington County,Pennsylvania,being of sound and dlspo ';."".~,..~._;~~{. t mind,memory and understanding,do hereby make,publish and declare th1.~.;,.y' ,".,.~•."~"~{~!!,, to be my Last Will and Testament..hereby revoking all test.amentary writinli~k~l"~';~'~'.," FIRST:I direct that the expenses of my last illness and funeral be paid out of my estate as soon as may be convenient after my death• ',."~~:~;.,~..:.;--•I give.devise and bequeath all the rest,residue andSECOND: :..;/.,~t;,. remainder of my estate..real and personal,of whatever nature and whereao-:t :,'.::<l.·.,~ ~. ever situate,which I may own or shall have the right to dispose of at the time of my death,unto my dear parents,PERCY M.WILLIS and GOLDIE ;. /~. .,,""~ M.WILLIS.or if one of them ,shall have predeceased me,then to the survivQr of them,;If both of my said parents shall have predeceased me.then and in such event,I give,devise and bequeath the said rest.residue and remainder of my estate unto my niece,JOAN IRENE MEREDITH. THIRD:I appoint my parents..PERCY M.WILUS and GOLDIE M WILLIS,Executors,or the survivor of them,Executor of this my Will. In case of the death of the survivor of them..or his or her incapacity or refusal to act or continue as my Executor..I appoint my'sister-in-law,ffiENE LOWRY,to be the Executrix of this my Will. IN WITNESS WHEREOF~I have hereunto set my hand and seal '. ., I ,,":,,;,..,;.;,;,.---';";;';;;~~~~~'-'----.i";;~5ii this 11#'day of March6 1971. "'.....-t._: Signed,sealed6 published and declared by the above named Testatrix.' FRANCES L.WILLIS6 as and for her Last Will and Testament6 in the preaenc:e of us..,who,at her request6 in her presence and in the presence ot each otiler. ".}:::1~:~: have hereunto subscribed our names as witnesses to the due execution her.eof'. ~....,' ,';:,~ ,->;':1. _I r ~# :<;., ,,:,::~. ,~-'. i' f 1 .._.L:--:':"":'t~,'!~-:',':"':_-.-::__,:"-~;::::_,._::::..~:':.'-:;~:;'i:':;;';';::_;~'''';::-'''';'~'';;'''~'--=;=:~:~~';''':''''''~,:::s;;;:;g!';..-e;·li ~~.,i'"t&r~' .00 1 1;644.00 80.00 53.00 400.00 L500.o0 1050 265.00 25.00t::::\21.50 ~\1(0 oi~~5"'~)llJ 0 0 fLO {)I ~.'' •0 T .1613 6,0 0 O.GO 11 000.00 LOOO.OO 8)016.135 5,987.62 879.16 1 4)8 82.91 S 4)004.00- 10,378.915 10;878.91 T _.....l ._