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Home My WebLink AboutOC1968-0109 - ESTATE OF ALLENt ...._, -~~ '-\__ .. \ I!Lnmmnuittralt~ .Jf Jfruu.ayluauta.} lllllas~tugtr u Qlnuutg. .as. KNOW ALL MSN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid oo tiae ·29th day of May A. D. 19 67 , before me, Josephine M. Douglas , Register for the Probate of Wills and Granting L::tten of Administrat:·on in and for the County of Washington, :n ~he Co~mon wealth of Pennsylvania, tl:e ·J.:st Will and Testament of Nellie Kefover Ali"an a/k/a Helen Kefover Allan late d City of Monongahela in the County aforesaid, deceased, (a tru copy -vhereof s to these presents annexed), was duly admitted to probate; and William T. Kefover the E::ecutor m said Will and T::stament named, having appeared. before me and taken and subscribed :the oa•h of office pre;~cri>ed by law; N•JW, THSREFO:R.E, I, Josephine M. Douglas , Register as aforesaid·, do gra::rt ;hese LETTERS TESTAMENTARY, unto "the said William T. Kefover c:mL-nit:ing untc him the administration of all and singular the goods and c:J.attels rights end credcs, which were of said deceased, and requiring him to e.:hiE·it a trU·~ and pe:rfect inventory thereof into the Register's Office, at vVa•shington, within ninety d.ays frc-m ;:he date herec·f, and to render a just and true account of said administration at the expiration ot si i( months fr:nr). the .:tate hereof, and to regard and_ comply with the provisions of the laws of this C.)m:nor wealth r::lating t•) inheritance taxes. IN TESTIMONY WHEREOF, I have, hereunto· set my hand and the seal of s.:id Office at Washington, this ) day ::>f May nine bundred and sixty-seven. twenty-ninth in the year of our Lord one thousand . :,.., ... · .. ~ 'tt: -:::: ~· e: tt: ~ ts:: c... l6 ts:i ~ c.. +-4 +-4 c.. ~ 0 .... Ill. C· "" 1- 4 1-cr. IL ~'"'-,·-:~-·. ;;.r~-.-·-~'"·- .,1,. ~· ..../"' . i I I ! . .... ·. · ... ' ,; :r' . I . .... ~:lfJ ..t I;~ • ( I ... f l ·~ [ ,. I ·I f J .r / -.... ·~ ' " . ~ • r -- .•. ·-- COPY of· iN\iENTORY _ llo~UJ Publle Wl11la t. bfo.W .. 111• Seto.u. Allae. a/k/a Belea l.efovu A11a ..... --~- Bellle Kefoftl" Allaa .·• .. ·f JnUftdnrg anb A.ppratsrwnt of the goOIU and chattell, righta and credite which weN ld!h a.e. ... All• HDacmpbela ' ~--~ -· ~··~···-·--......... ~ .... ~ ................. -.late of ................. _ .......................... ~ ................... ~·---· ................... -.. -........... ~ ...... .. • W 121h~ C'"""'W, AI., lclim and f'lltUle in conformity with the abOTJe af!idaoit. Dlatua 'ala ad Cla.abs . 8e4laaa ~tun . Ll"-1 ao. hntcve Odd Gll•u• and 1'81• • ..._aDd Llaaa lcov. add.pl'ate .... .... ad Dnpe8 Teleri1iell Set: $30.00 35.00 ·25.00 15.00 6.00 15.00 10.00 ro.oo 20.00 10,00 TOTAL ESTATE. DOLLARS CEN~S 176 00 $16,676 00 \ • -!'""-~ . \ ·-... - ~- .) ,, "• STATE' Of PENNSYLVANIA,. W.ASH!NGTON COUNTY, . ~ ... Tne -.yithin named AccoLntant being duly sworn according to law,-depose .3 and say .. ·Sthat the apove account .. . as ;lated ~ hue and c:orrect CS ............ ~~--------------------------Verily beli~ve.S Swom and su::>sc·ibed be·fore ne this _j _ _9d ___ _ ............ da\j~~----: ~~~!_ __ ~--~--- / il.OR'.A' Rl·:t:J; NOTARY 'UBllC .MOI'«JNG-HW .• W/ISHINGT(),I COUNTY Mf cc.MMGSfO~ EXPIRES JU! ~ 16, 1969 Washingtcn County, ss: I do certify that I ha-..e given legal notice to all persons concerned of the filing of rhe within account in the manner prescribed by Sta:tute and Rule of Court, as evidence by proofs • I thereof Wed to No. ____ __!_f __ ?_f._ ___ a,, __ t&:, ____ • z;( . : ,,. Witness my hand and official seal this ..... ~-~----·--··;,··-· I~L ~%.-. day of. __ -----::::::::~:~: Register of Wills .. Li "0 ....., ... ~: ::l 0 ....., 0 .._, 1'1 0 0 ..!<'! ;::l Q) 0 .._, (.) r~, t ~ ..c:l ..... ~l ct (.) ....., 0 < E·c· ~ 0 .!d ....., ~ "' ... ~ "" Q) :Zl ,j -Q) 0 ~Z; ....., "I ~j ~ 1'1 t:a::l :>! Q) 0 <""' •t-: j Jv:;:, ,. "' ·c:; ... ~ d Q) 0 t-: ' ,.,..,(.! Ui~(\J ;}~~ ... iE 0 (II . <[ l ....:I r.r-E P,'1 A ....., 1"1 . ba = 0 :....., t <X: J:;z::!: "'cf E-t· ~! ~ :.< I l --:: : I ::l ril E-t ~i ~ •. 0 ~ ~i ~ CD :> 1£1 ~ : <.l "" (.) l'l r=l c 6 H. «! «! (/) . ~-l'l ~~-~ 1>:-t ~ :a l'l ~ ....., .s ~ ~ -~ ....., H 0 «< 'i w j ..... Q) s 1-j :;::; ~ :5 .!:;: .... ~ 9 0~ l'l 1-:: e-:1. . = . 0 t-' ~~ (.) ci w i)t:li (;~/-b'C~ t:ll • ... >i z :z: ::X::i <i ::; 0 r:a: .... ... ' .., -.. __ ,.-.., ..: . ~· ~ .. ' :;~ .. '-;-.... ... ..,, • TEMPEST & SIMMOt-:S SECOND a CHESS STS... MONONGAHELA, PA, IN THE ORPHANS COURT OF WASHINGTON COUNTY, PENNSYLVANIA lN RE: ) ) ESTATE OF NELLIE KEFOVER ALLEN, ) ) NO. Elso known as HELEN KEFOVER ) --: 1 f-/--=-(}__,_{ __ o f 19 6l", mil . ) P..LLEN, Deceased. ) THE FIRST AND FINAL ACCOUNT OF WILLIAM T. KEFOVER, EXECUTOR OF THE LAST WILL AND TESTAMENT OF NELLIE KEFOVER ALLEN, also known as, HELEN KEFOVER ALLEN, LATE OF MONONGAHELA, WASHINGTON COUNTY, PENNSYLVANIA The Accountant is charged as follows: PRINCIPAL PERSONALTY To Amount of Inventory and Appraisement INCOME PERSONALTY From Income Personalty to pay Debts and Cost of Administration Administrative Expenses, Preferred Debts and Taxes, as shown in Schedule ''A" Balance Total Personalty PRINCIPAL REALTY mJ Amount of Inventory and Appraisement To Income Realty from Sale of Real ~state Balance $ 176.00 16,114.98 2,758.00 $13,356.98 $13,532.98 $16,500.00 $16,500.00 -0- TEMPEST & SJJ;'!MONS SECOND S. CHESS STS. MONONGAHEU_, PA. INCOME REALTY From Principal Realty Less: Cost of Sale of Real Estate from Schedule "B" Gross Balance Transferred to Income Personalty Balance SCHEDULE "A" ADMINISTRATIVE EXPENSES: 1967 May 26 May 29 May 29 Nov. Nov. Nov. Nov. Nov. Josephine Douglas, Probate Will Washington County Reports, Adv. Grant of Letters Daily Republican Newspaper, Adv. Grant of Letters Josephine Douglas, Filing Inven- tory William T. Kefover, Executor's Fee Tempest & Simmons, Attorney's Fees Josephine Douglas, Filing Election J.D. Woodward, Filing Election Total PREFERRED DEBTS: 1967 -. Nay 16 $ 33 .. 50 12.50 12.50 3.00 825.00 825.00 5.00 5.50 L.M. Frye Funeral Home, Burial Expenses $1,036.00 Total OTHER DEBTS AND TAXE.S: 1967 NONE Total -2- ' ' ... J \ J ..... $16,500.00 385.02 $16,114.98 $16,114.98 -0- $ 1,722.00 $ 1,036.00 NONE $ 2,758.00 TEMPEST 8c SIM'v'IONS SECOND a CHESS STS, MONONGAHELA,. PA. -' SCHEDULE "B" EXPENSES OF SALE OF REAL ESTATE: 1. Pennsylvania Realty Transfer Stamps 2. U.S. Federal Documentary Stamps 3. Sellers share of 1967 Real Estate Taxes: 7 3/4 months at $29.02/mo. Less, 1967 city taxes paid 4. Preparing Agreement of Sale 5. Preparing Deed 6. Closing Fee, Tempest & Simmons $224.92 78.55 Total Expenses -3- $165.00 18.65 146.37 15.00 15.00 25.00 $385.02 THE DAILY REPUBLICAN "' ~Go~--!t r ~ PROOF OF PUBLICATION MONONGAHELA, PA. Ir. compliance -vith the Newspaper Advertising Act of May 16, 1929 P.L. 1784, ·Sec. 3 .. parag:-aphs (3) and (25l. Count:-of Washingtcn 1 ss: State ,.f Pennsylvan~ I PersonallThppe:~red before me, a Notary Public in and for said county and stat~ . ........ ~~-~!~-------.<?-~E;?.<?_~--. who, .being duly sworn, deposes and says: thaL ... J?.h~ ........ is the ----~-~-~~-~-~~----------of The Monongahela Publishing Co., a Pennsylvania corpora- tion, a1d its agent m this behalf: that the said company is the publisher of The Daily ~epubbcan, publisheoi daily except Saturday and Sunday, having its place of business at ;..Jononeahela, Washi.Jgton County, Pennsylvania; that the said Daily Republican was E>stabliSJ.ed in the ye-:~r of 1846; that the printed notice or advertisement, attached hereto i3 a co:_Jy of a notice-or advertisement, exactly as printed or published, which appeared iu the ~aid newspape< in its regular issues on. the following. dates: ·---------------·-..!.-~-~----~-~----?·'-----~'-~----~9..9.7. ............... : ___________________________________ , ............ __________________________________________ _ ------------------~§~.~-~-~-_or ___ N~l.lie ___ Kef.o.v.ar.. ... Allen ________________________________________________________ _ that the affiant or the corporation in behalf of which -----~~-~-----·----is acting is not inter- ested in the subject matter of said noticCier vertising and t t all of the allegations of th s afficavit as to Ue time, place and ch 'l!Cter /lf ication are true. ------:----~------------------------aad...~.. -------------------------------------------------- '\ . E""r-~.1't: f\'OTICE- Estate of NEUIE-KE~"OVER Al--LEN, deceased, late of Monongahe-la Washington County, Penna. Letters Testamentary upon th~ above estate having been grante to the undersigned, notice Is hereby given to those indebteddhereto to make Immediate payment, .. and to those having claims or demands to present them for settlement. WILLIAM T. KiEFOVER \ 135 Dorothy Drive Monon~tahela, Pa. ,JM63 TEMPEST & SIMMONS '~c'rjYDE G 'tEMPEST, Attorney 223 Second St. · · . Monongahela. Pa. ,June 1. 8, 15, 1967. 1 Washington County Reports ~~KT W asbington, Pennsylvania (PUBLJSH::D BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION Ir: compl:.ance witili the Newspaper Advertising Act of May 16, 1929, P. L. 178-~ Sec 3, par .. grap:as :J) and (25). Co~.:NTY JF W ASIIINC70N) STATE OE PsNNITLv-:ou. ( SS. , , Personallr ap~eared before me, a Notary Public in and for said County and ~ C:!;ornmon:vealth, CH='!RI-ES C. KELLER, who, being duly sworn, deposes and says: th•.t he i: tho: Editor of the WASHINGTON COUNTY REPORTS, the o~icial !€gal per'odiai f;Jr said Washington County, publisbed weekly having its p:§w~ of ibusines• at i.V;shington, Washington County, Pennsylvania, and is act-i~g as i::s ageot ir. t'lis behalf; that the said WASHINGTON COL'NTY REI"ORTS was :!sta1>:ish~d on March 31, 1920, and was designated as the official legal pul:lication for Washington County, Pennsylvania, by orde-r of the several cour:s oi said Ccunt:-, d~ted November I 1, I 920; that the printed notice or adver- tiseo.ent attache• he ·no :is a copy of a notice or advertisement, exactly as printed or pJblisled, wh:Ch Of:iPee:red in the said legal periodical in its regular issues on the follo"''ing dates: ... ~~~~ ... ~.? ..... ~.?..L .. ?..?..~ .... ~.?..~.?. ......................... .. that :the c:ffiant cr ti-e: CO"poration in behalf of which he is acting is not interested in ti-e sul:ject mnter c·f said notice or advertising and that all of the allegations of this .Jfidavit as t:J tie tifplace and character of the publication are true. {Y ~-----&--if&:----'~-,-/ -----~ Swor.J to and subsere me this -~-~~ ·:: oL.. .. ~ _ .... .: .................. :::::::::;19152 .. . ... ./~~~~ ...... @.. ............... ~ Not/y Public KAIH EFJ N E C. VA :0, Notary P IC 'Yashillgton, t'lasl ngtJn Co., a. l\ly Comnissbl Expires Noven ber 1J t969 Estate Notices The Register of Wills has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. eeoeeo•o••••• •••• ALLEN,-NEf.,LIE,KEFOVER, Dec'd. Lute of Monong-ahel'l., Washington County, Penna. Executor: William T. Kefover, 135 Dorothy Dr., Monongahela, Pa. 15063 Attorneys: Tempect & Simmons,· 223 Second St., Ivlonorigahela, Pa. ,. ,_ Testate Form V PETITION s·uR AUDIT I.N THE ORPHANS' COURT OF WASHINGTON COUNTY Est•Jte of .... ~~;.J~-~~f.Q~-~-.A~I:--~~-'----~~~~~---------No .... ~9-~~-f}-~-------------: .......... : ....................... . J:TJ~~~N ... ·~-~~Q~~~~~--A~~~N ... -----------------------------------------· Fiduciary ... WJ1J:.J.~ .. W:~: .. K~f.Q~R., ................ . Executor --------------------------------------------------------------------------------· Deceased Date of . Date of Decedent's death ... ~P~.:h~.--?.~.1 .. ).~§.?.. ........................... Grant of Letters .... ~~-¥. ... ?.~-~--}-~~.?. ................................ . Thi; is the. ... IJ~_§J; __ ¢f __ fj,._g~J. .... ~-----------------------------------account filed in this estate If there hove been foamer accounts filed in this estate, list file number or number and term ................................... . None -----------------------------·-··:.·-------------------------------------------------------·-----------·-----------------·--·-----------------------------------------------------------· Election to-tal:::.e Under or~t will. {cross out one) Date Election 2 6Siace of; Filed .... :-!.~!1:-· ....... ?.L..~-~---Record ----~-9.~.":'-~~------------ Naf!le of survivirng spouse ............ H.~r.:rY. ... ~-'---Al.J:.~Jt ... -------------------------------------------------------------------------------,------------· List issue, where material: None Did ::lecedent manry after execution of will? (indicate) Yes.~-Any children born after execution of will? (ihdicate) ~-No. If an;wer yes_ name them ............. N9.n~~-------------------------------~-------------------------------------------------------------------------· Leg.atiees Relationship Interest Fiduciary, if deceased or not sui juris 1. WilLiam T. -Kefover Son one-half None ' 2. Bet:y V~gnevic Daughter one-half None List, if exceptirns to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: · Ho exceptions If par7ial intzst(]cy_ give· facts: r-·one Notice to inte-rested· part.es. Have all parties, having either vested or contingent interests and all crediors entitled to noti:e (Covrt ~ul: No.9 paragrS!_e_!1 C: Section 6: Subdivision c) received written notice of the filing of the account and of call of aujitr Yes. XIX If any excepffion1 gi·,e cCJ.Jse: ... N9. ... ~~-9-~PJ.~_Qg~----------- File copy of NJti~~ (C:::>py at tache d) . . and dcte of ma1 In!:;------····························::·······································------·························-----------------------,························· Is estate subject to the filing of a Federal Estate Tax Return? .... ~.«?. ........................... -................................ , ................. . Actual payment made ·ori Pennsylvania Transfer Inheritance Tax. Amount $ ..................... : ... ~ ................................. . If the Will makes any pbr.tion of estate·subject to a life-estcite, give name and birth date of life tenant ..................... . None Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court; a ~eference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation _of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown, by account: None Total additional debits (Add) Itemize any additional credits not shown by account: ic:m .· :22, .19~8 -:-Filing Account RusseXl Marino'. Reg 0 of 'Wills $17 0 o·o Total additional credits (Subtract) Balance for distribution --~~-----•R :-: ~ "' $.1}.,.~}~.:.9.§ ............. . $ .. ---~-<?.!?-.~---·-················ $ ... J:z:!.Q.9 ..................... . $.1~_,_?.1?..~.~-~---··········· ' . ' If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Cash to be distributed equally to.legatees, ·less inheritance taxes and audit costs. ~' ~' ·~ " -· -I .--· ..... ' -' ~ " .... -">.. -.. If FJmil't E"xemption daimed by Petition, give place of Record: ........ -~.9-~-~---······--: ................................................... . If Fomil1 Exempt bn is claimed at audit, give name, relationship and basis for Claim: ... ~~-~~---································· 'List any acvancement or distribution on account that has been made, and nature and amount of same: 1. willian:. T. Kefover, Leg9tee, Cash -$ 3, 741. 97 2. Eetty Vignevic, Legatee, Cash $ 6 '000. 00 Suggestej cistribution •)f balance shown, both as to principal and income, ·C:ittaching signed and itemized elections to take il kind if balance is not in cosh: residuary shares being stated in proportions: , .. Leg,ate~s .. 1to share equally in Estate of Nellie Kefover Allen, ·less ad'7)3.~n::e:rients :~lready made as hereinabove stated, inheritance taxes and cos't·s of' ad::nirtistration. ·.· COUNTY OF WASHIN•:;TON, SS: COMfAONVv'EALTH OF PENNSYLVANIA. The dbove rnmed Fiduciary or representative thereof, being dulr------------~~-?..!~------------doth depose and say. that the fact:. set forth in the foregoing petition are true to the best or., ...... -~:.t-~ ................ knowledge and belief. -~-~~-!~---···-········-·············---to and subscribed before . J 0 lviA-KG.i+ f.:.t me th.s ..... ~~~~---day of ..... ../..!n ......... ~----·······. 9 ....... . ·r .t 7:, . Signat..Jre :;,f 0 ·· er~ ;~-----... . ............ . ~ ' Title c-f 0 =fioer .. ~:-.. ~9.t.~;:Y. ... ~~l?.~.:!:~~:· ........................ . llORIA RICCI, NOTARY PUBliC Office ex1= i res ........ -.. :Wl/:DN.eAUfl.A-.--WAsnr.nmt~--GGtmH················· l!fY CGMMJS~ION EXPIRES JUNE 16, 1969. And your petitioner will ever pray, etc. ~ #~7&~ ····wrr£·:ram·-~r-~---K:e£0v.er····· ···· .............. · .............. . I (/_-; .J . ~~~~-~- i No. __ 109-68 ..................................................................................................... Estate of __ :N~-~J:,J!'; ___ ~~f.Q_Y.~~--A.:~h~~-'----- al_~/~---~~~~~--~~~-<?.Y.~~---~!:--~~-~~------------· Deceased Fiduciary ... WJJ:.~~~--J:.! ... ~~_f.Q_Y.!';~---------- r,J -·--------------·-----,~~---·--------------------------------------------· PETitiON SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the case. 2. Copy of order appointing Guardian ad litem, if pertinent: 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. Proof of service of above. 5. Letters Testamentary or Administration C. T. A or an attest copy of Will. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certifica1$f1~fo1\ ljwt§3J.r:!l~'lf.§e any of the . funds for Cc!l!i~:fl/it:Ju1iQ1iJS<fill~ from judicial sale of real estate. 9. Sig117,d .a~d t.f.~mi~,e4 el~!=t~~P-~ if any dist~il:lurion iri•Ckin~:J>.C' A 'if·! ~:.;oL 10. if es- '\, t I{ • ~~_, \\ .. l ( . ' '\ . .j ' ". . . l' ' . ~ ,.-,;·( -· :~: .. (;{. ·~ . '!,) -,li .. : 1', ' "\ I~ ' t /I.·' I I \_ . ' '. !) ' . , I I' I , I ~ ' ' ~ lJn t}Je I I I UDrplJarlu' I h: the mlltter of the Audit of Account iJ:I '' f I ) ' ( .\ nf ~ ,llauqi~tn.n \ j, '' C!Iaunty . . E!tate ot NELLIE KEFOVER ALLEN a/k/a N:o.~109~·6,8 __ -.;;.......... ____ . _-_. 19~ A.A. . ' HELEN KEFOVER ALLEN ) ·' T•) TEE AUDITING JUDGE: ;: i E~ter __ ..:::o-=u~r=------·appearance ror_--=A=c:::..c=o-=u.:..::n.::..;t:::..a::;:.n=..:::t-",--'W.;..:I:::.;L::;;L=I:.::.A""M..:;.._T=-=-. --=-K=E=-=F=-0=-V....:..-=E:..=.R~--- '' ;·\ i .: N. B.-Counsel shall, by separate paper, present a concise statemeiJt of each. claim, with supporting calcu'ation of any interest claimed. o)bjectlonll" to an account as filed, shall be concisely stated in a separ::a.te paper,. Council suggesting :;>roper dlsc.ribution shall file a separate con.::ise state- ment in that regard. \ ;,(. ·. I •d I I ' L .. ' I ,) : l -, . ' ' No. 109-6~ ,19 ,A.A In re Audit of Account in Estate of NELLIE KEEOYER ALLEN a/k/a HELEN KEFOVER ALLEN ' ·~~~: -=~~~;,::: ( l ~!\UDIT: . . ! L-~~----~---· -----____ _! PRAECIPE FOR APPEARANCE For Ac.countant, William T. Kefover Attorney Jn t~r ®.rpqans~ Qlnurt of llasqingtnn <nnuuty 'ESTA-E OF· 109 No _______________ Of 68 19 ____________ , 'A":'~- ____ J~~ll.t_ .. ___ (<;~fQ:V.S.X' ... ~l.l.~n-~~/~1~----· F . In the matter of the ....... ir.st ... ancL.F.inal .. . ....... Ee.len .. .Ke.f.olT..e~--Allan7 ................ . Account ·of ...... W.ilJ..-1am.---T ..... Ke-f,o-veP------·- _____________________________ de.~es..se.d •... _______________ : __ _ ·--------------------------E.1C.e.cu.tw------------------------------· ADJUDICATION AND DECREE And no"V----------------~-'l _________________________ ~::?:-:--::: ...... , 196.6. ... , this -natter came on for hearing, Judit ond distribution ot this session and testimony taken; and thereupo·,, upon due consideration ·:here'1_the...bl;I~~Be =or distribution in the hands ~f the Ac_coun·:ant_ is d~term_in_ed to be ,~ _________ ).t.!>.--:1: .. _____________ , ___________ , __________ and the account 1s accord1ngly conf1rmed, and 1t 1s ordered, •Jdj..Jd~ed and :lecreed that the said balance be paid out by the Account:mt in accordance wi1th the ~chedLie of di:otributio, hereto attached and made a part hereof, unle:~-s exceptions hereto be filed ~ec re;J. or an appeal ::>e taken herefrom sec. leg. SCHEDULE OF DISTRIBUTIO~ E=alqnc3 per ac<:ount ________________________________________________________________________________ _ J!.dditiona~ credlt asked at audit Eo lance _______________________________________________ ~----------------------------------------------------- [•ed:Jct Clerk's Costs & Receipts----------------------------------------------------------------29ct00 /l.ttcrney _____________________ T~mpe_s_t ___ &; ___ ~imm.ons _______________________________________ _ Russell Marino, .Agent, transfer inheritance tax, 269~74 William T. Kefo~·er, son, 1/2 residue,credlt to b9 taken bv the accountant for funds in the amount or ~3741.:97 advanced prior te distributio _;·- by th~ Court, · 6608.62 Betty Vignevic, daughter, 1/2 residue, credit to be taken bt the accountant for funds in the amoAnt of $6000.00 advanced prior to distributio by th~ Cour~t, 66G>8~62 No balance ',,/ ··\·. ;:_ '\''"'· 0 -+-0 >-m n :::l z II> n 0-' 0 0 ..... 9 ........ ..... s: :r = CD :::l CD 0 ..... 3 0 -+- 0 -+-~ CD w (\J ...... ,. 0-' "' -· ":;t ~ c"'> ,-~ .., ~-::c-.1 ~=r. .0 ~-.J 0 ec:- = ""!' .... 7= . ..... -+- .. --~V . '!:-=4.. = :r -c CD OJ -J flJ -JQ: >-. twt..i = C/)1-. ~ ~!!: 0-' .... ~ QE.<:J :-o ?? ~ ~ t:..-1 1' ""'-'! ~ t-ot ~ ~ ~ ?> ?> I ' <' ' • ~ . .. ~ '' .. -... ~ --··----.. ~ .. -"' ~ -.. ... ----. ' ' Form RCC.-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESE>ENT DECEDES'I COUNTY OF '~~~-~~~ ................................................. . IMPORnNT: This return must be completed in detaH and f'iled 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 hy the Secretary of Revenue •. (Section 703 of the l"lheritance.an~ Estate Tax 1\ct of 1961.) IN THE :M.lTTER OF THE ·ESTATE OF } lellle &efov.z.-Allen AFFiDAVIT.oF ..................................................... ~·~·t·~··i-~1! ... ;;;;-;:;;~·~:;r .d ~ .. ~~~t·) ........................................ :........... ..... EXECUTOR Waablqton • .. · . AoMINISTRAToa Late of ............................... _ ................................... ~ ................................................................... Co1111ty •eanar1vanla · ::: .~ ~~~!~~; -------~~-J "' W1111am T. Kefover .. April 25• Decea.ent dJed ... -..... .... . ..... .............. . . . ........ . (M"nth\ (!lay, 1967, .. .J testate leaving a last· will, copy of which i• hereto attached. } (Y<11r) l intestate Nome ~nd adcress of attorney or} other ~cthorized rep·esentative to who~ oll oorrespondence should be ' maH ed. That as :;ucl: kecutor deponent· is familiar with the affairs 'of ·said estate and the property con- ( to:.xt•rut.or-AIIminiBt.mtur) stitutinf the ass~s .thereof and th~ir fair ~ar~et value. ' '. Ths:t at t~e t:me of deatb-there was no safe deposit bux registered in decedent's individual· name, or jointly wit~ or as a~ent o:r deputy of another, or in decedent's individual name, with right of acc~ss by another as agent or d~pu1y, wi~h t:1e· exception of the following:- N .!.ME .t.ND AD)RES: GF BANK OR OTHER INSTITUTION , THIS SAFE DEPOSIT-BOX RENTED RELATIONSHIP OF JOINT I.N WEI~D~CED~NT RENTED A SAFE DEPOSIT BOX .. --;J..4 IN NAUE OR NAMES OF HOLDERS TO DECEDENT ~~~ .. .. -· ! . ( ' ... ' •·. Tl' at -:.he con tents o:f said safe deposit box or boxes are i temi zerl under .Schedules of this ---return! witt th., exc:ep t: ion of the following, for the reasons hereinafter set forth: T,at 'Sc~edule: A attached !1ereto and made part hereof sets forth f'ullv and in··detail all the rea.i property ia t.he Connnonweal th of Pennsylvania of wh~ch decedent died having an interest therein. It R.~S:J SiltS ,fcrth the mortgage encumbrances upou each par.f:el of .real property at the date of death, giving the BmQunt .;til!l. due at death,. name of mortgagee, date, rate of i!lterest, and book aiid page of record thE":reo:'. I: also sets forth in the columns providert .therefore the assessed ~al~ation of each of s~id par::::el~, the estJ.rrated market value thereof as of date of death of decedent. Tt-at :.:credule B attached h~reto and made part .. hereof sets forth fully and in detail alipersonal pr<Y,Jer-:y whe::-esover situated owned by the rtecedent at the time of death; al·i moneys left by the· decedent · at the time of •eath, whether in decedent's innneriiate possession, standing to de.cedent' s credit ln bankS of ::leposit, sav .. n)>;S banks, trust companies, or otller.inst1tutions, whether individually, or in trust for a.ny ?t•er persor. cr. persons, giving also sep~rRtely the·8ccn1ed interest thereon, if any, down to the last int.ere~t da!· pr:or to decedent'.s death in the case of' savings banks, and to the date of decedent's death in all other ca;es; all bonds, postal savings, treasury certificates or notes and other evidence of in- delltedness •f t,e Uni terl States to the decedent; all obligations, whether by statute or agreement they ;orr~ rlestgna,.erl !l.S tax free, of the United States, or any state; or poiitical subdivision thereof, or of nn~-f<)I'P1~ •cour.try~ which a're owned at the time of death; all .wearing apparel, jewelry;:"SUverwar-e, pic- tlJ~s, l100k~, W:>rt:s Of art, household furniture, horses, carriages, automobiles, boat·s:; •tlttEf .. il.riy and 'all o tN!r l!'E'rsor:.al chettels of whatsoever kinrl or nature, left by decedent, together with the fairly estimated rnaricP.t val111' th"!rl!of'; all bonds and mortga.e:es held by rlecedent and of all claims due and owtn~ d~cedent <l t ot.he time of •eath, anrl all promissory notes or other instruments in writing for the yayment of money <) f v/ld .-t. r!Poeerle'lt rlierl possessed, of whatsoever nature, with interest thereon, if any, giving the face vaL1e e.nrl. e~ tim1.t.,it fair market value thereof, and Jf such e'stimated fair market value be less than the fu~ \alue, it ·;e~s forth briefly the reasons for sud1 depreciation-as to each item; all mrineys payable to the estate f·oi'J life insurance polici'es carrierl by rleceolent; all annuity anrl endowment contracts the pro::::eec..s of which were payable upon the death of the rlecedent; and all the corporate stocks and dividends flue-. thl!re<)n and uapaid as of the date of rleath, bonds and. ttccrued interest' t~ereon to the date of dece- dent's deatl'· and c ther· investment securities owner! by the decedent at the time of death, with the market val.le Lherecf a·. euch tiirie.· .• i. ,, . . j' j ~ :I '1. l .: Ir the case of securities of close or family corporations, the values reported. are as far as pos~ib:e sutstaat:ateci by financial statements of the corporations, showing the assets and liabilities the·eor as cf the-date of death. The schedule also sets forth the interest of ciecedent at the time of dea~h in an~r co~IU'tnership or business, and in support of the valu~ of such interest there is annexed to sai:i soehedule, ·'ir.ancial statements showing the assets and fiabilities of said co-partnership or business. A oopy of t•e C•)-J?artnership agreement, (if oral, a statement setting forth the nat1.ire of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertai1ing ~o t.,e business as may be pertinent to a fair and Just appraisal of the decedent's interest the:reia nust he e-utmitted. It should also set forth in itemized form, together with the fair market valae thereo·', an~ ot•et property owned or bequeathed by the decedent at the time of death. Tte S~he.dule C attached hereto and made part hereof sets forth a ·true answer to each i_nquiry con:.air.ed trerefn and in the case of transfers ofproper,ty, real or personal, within two years 'Qf" decedent's death, in ccntenp]ation of decedent's death, or intended to take effect in possession or enjoyment at or aft~r death~ sal:d schedule sets forth the nature ~nrl value of such. prope~ty, to ~hom ~rans~erred, the rel~ticnship of the transferees to the decerlent, the proportionate share receive~ by each transferee and • . ' I . . all otlter fe.cts o::-' a pertinent nature regarding said tr!lm~fers. ln' the case of· transfers intended to tak~ effect in IOSsession or enjoyYnent at or after death,. there is als'o• attach~d to the schedule a· co-py. of the deed, tr~s~ agreement or other instrument creating-the trust. TherA ir-also set•forth in said sch-:!rlule a list ot all property, real and personal, with its value, which passes at _dece'dent's_ death by vir~ue of thB exer::ise by decedent, either individually, or jointly with another, or any power of appoint- men~ vested :.n dece-:lent, either individually or jointly, by the will, deed, or other instrument of another, w~tb a -copy ::>f the instrument creating such power attached to the schedule. That ~chedule D attached hereto and made part hereof sets forth the names aqd addresses of all per;on!; bene:ficJally .interested in this estate at the time of decedent's death,' the nature of their res- pectiv~ int~res~s their relationship, if any, to the rlecedent, together with the ages at the time of dec~deat' s c.eat:1 of a~l minors, annuitants anrl beneficiaries for life unrler decedent's Will. It also contairs a statement showing which of the beneficiaries named in the decerlent's will, if any, died prior to 4ecEdent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. Ttat ~cfedule E attached hereto sonal, ownec by tt.e decedent jointly with \· of the dececent ar.d others, plus the date and made a part hereof sets forth all property, real and per- another or others, including intangible, standing_ in the name and place of record of instrunlents effecting the vesti ture of real e!; tate and U.e date of acquisition of :::o-c·wners to the decedent. . ! of personalty, plus the name, address and relationship, •i f any, That ~chedule F attached hereto and made a part hereof sets forth fully and in detail all debts and de~uctions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemrtion, where applicable; costs of administration of this estate; counsel fees and fUdiciary's corrrnissions pai-:1. or to be paid; .cost expended for burial trusts, tombstones or gravemarkers, and reli'- gi~~s ~ervi~s, in consequence of the death of the decedent; debts and claims owing and unpaid at time ~f ~ --dea.th; taxes acerued charge.able for period prior to decedent's death (except_ those_ allowed under Section 651 of the :nheri~ance and Estate Tax Act); together with a ~tatement of collateral plerlged for obliga- ti011s, if aay. I: 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 est1ma~ed aaoun~ oelaiming and allowed, that the same will he reported to the Register of Wills, and that the &mQunt ~f t~x assessed can be reassessed in accordance therewith. Thatt t:1e to .. als o:" thP. appropriate columns in Scherlules "A", "B", "C", "E", and "F" as directed therein,- have been cerri~d forward and-properly registered in the Summary. 8ub:scribe:l ard sworn to before me this ~.f.d.:. ..................... -------<?:~-..... --~ /,J .......... (_.: )::,.~~-<)' (}J#f .. : ... ·... 6 7 ~:;f········~········-·····-1~--: 'Cl~!A ftiCCI, NOTlftY PUBliC ~AHflA. WmtNGTON COUNTY 1ft tef.'~·ms:c~ EXPIRES JUNE 16, 1969 ~--W.l~.LA.t.::l ...... X ......... K.E.E<!..II.e.:.rs:. ....... -.. . ( Ezecutor--Admi-nistrtltor) ........ ~~;~.---~~~-~~1-.... ~-~~-------~ ................................. _. ___ · (StTeet Number) -...... IQDQ_uQ •. Ia ............... 1106.3 ............................. .. (City or Town_ and State) "101r:: Before sll!!'llng affidavit make sure all blank spaces in the affidavit and schedules annexed are filled ln with :Jet.ails or the worrl "None", and in case the assets include rare and unlisted securities, securi'ties •1f close or family corporations or an interest in any co-partnership or business, that the data a1d st.atemen~s requirerl under the paragraph above relating to Schedule "B" are attached. Also make certai1 tha~ column #1 in the "Summary" has been properly completed as above-directed • . ·"·· ·. .-. } r I f ·' .. ,; .. • t .. -I . :· --~ .... ___ .---~---·~----..... _ ·----. RCC-34 (1·1·4) COMMON..,EAL TH OF PENNSYLVANIA DEPARTt.oENT OF R ::VENUE BUREAU OF COUNT"' COLLECTIONS TRA.NSFE~ INHERIT~NCE TAX RESIDENT DECEDEt"T SCHEDULE "A" REAL PROPERTY Real propert:-in Pennsylvania, with statement of r.1ortgoge encumbrances upor each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on S:::hedule "E". Property h~ld 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 p·operty located In the Commo(lwealth of Pennsylvania should be described 'Y lot and block number, street and street number, together wl th a general c ascription .f the property, with a reference to the record of the conveyanc • by which -+he decedent took title; If a farm state number of a- cres; also statement ol mortgage encum~rances upon each parcel at death of decedenl. Taxes, cssessments, accrued Interest on mortgages, etc.,are to be llste,B on Schedw!e "F" and must not be deducted from this schedule. ALL that cer.tain tract or pucel of land af.t·date 1D the. Third Ward of Monoagahela. llaahlqtoa Cowaty, Peesylvania. aad being part of l.o1: Ro; 152. in J .w. Loc~t & Com- pany' e lxt:enalon of Monoqabala ·City upon Bfbleb there la.ce.arected a one•atory brick dwelllQs house ~ as 1033 Tbomae St~eet. lfoaoqa!Mla • Waahinaton Couraty • Permayl vela. I. " ... ( 1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not wr Ito In th 11 1 pace) ' (), $16,500.00 ,, ~~Qj· $4.490.00 $16,500.00 Insert this total opposi-te •,_'real property", Schedule "A" in the X X X X X "As Reported'' coiJmn on the. lost page of this return. • .. '• . ~-'i."-:.,, """'''-•'-~"'S ·-- ' i ~ 1 I "t ' .i .I .. . . ~ 1 I RCC-35 COMM'•)NWE!.LTH OF PENNSYLVANIA TRAN.:iFER INHERITANCE TAX RESIJENT DECEDENT SCHEDULE "D" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the dec~dent, at the time of his death. Property owned by the-decedent jointly with another or others must be listed under Schedule "E". Inta~gible personal property, titled in the name of the decedent, but payable at. death to another or others, including but not limited to P.O~D. u. S. Sayings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. rangible personal property should be listed first (e, g. jewelry, wearing apparel, house:hold goods~ and furnishings, books, paintings, automobiles, boats, etc.) [ntangible personal property, such as bonds, treasury certificates, ·cash on hand and in bank, . . . stock3, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to th~ estate or fiduciary in said capacity, partnership interests, interest in anyundistributed· estat~ of •r income·from any property held in trust under the will o~ ~greement of another, ·even thoUgh locat~d ou~side of the State, at the time of death, should be listed in this schedule. Item NO• ITEM List and describe fully UNIT VALUE ESTIMATED MARKEl' VALUE . DEPARTMENT VALUATION (Do not write in this space) Dlat:tte tai.le and Chairs fiedz·oom Furniture Llvtaa !loom furniture Odd Chair• and Ta~1e :Dlehea and Lla.ens Ito~• Ilefs:laerator Vaehe~ aus• ad Drape• !el•vlalonSet · .. . < ·' . Insert thjs total opposite "Personal Property", Schedule "B" in the •As Reported" column ·on the last page of· this return. ' ~-....... ~ ... ~..r.·-. .f'>'lo...-: ... X 'X .-" . • 30.00 35.00 25.00 15.00 .. 6.00 .. 15.00 10.80 10.00 20.00 -10,00 $176.00 ·, ~-.' '· :'". t."~:~ -, ::t,.~ ... ~ ·"~ • It ' l. ~ t ) ~ t ~ ~- l -~ \ ' ,, l < . j i " 1! it .I 'It r ~ ~ , _ _ , 4;! f ., ,; -; ! _, .~· •' ~-;1 ~.1 I ~· .; , . .. t> . , . RCC-;IS . CLl\ntCt:\'1"}-: \:.Til L)!-" l'E~N~YLY . .l.\I .\ TlU~~FEH = ~I:F!\:::1'.\.~CF. TAX nf.:~rn ~~T rn·:f'FDE\'T ,.. SCHEDULE "r." TIHX<:;FEllS ( 1) Dii cteceden~, within two years of' death, mttke any transfer of any material part o..t his estate, without re:::eiv ing n valuable and adequate consirtP.ration therefor? (Answer yes or no) 110 (::!) (3) Did rlec<eder·t, within two ye11rs of rteath, transfer property from him~lf to himself and another or ot,ers inc_wJing a spouse) in .Joint ownership? (Answer yes or no) 110 If' the 2..nswr.r to (1) or (2) above i.s in the affirmative state: a) age-of decedent. Itt time of transfer ------ •b) Ste.te of decedent's health at time of making the transfer. (Note 1), •c) C aLse of decedent's death. (Note 1), (4) Di• decedenL, in his lifetime, make any transfer of property without receiving a valuable or adequate coasider.a ti.c n theref~{ which was to take effect in possession or enjoyment at or after his death? · (Aaswer :yes or no)_· __::ftO:.:..::·~--- (a) ~·aE there any possibility that the property transferred might return to transferer or his Es@ate or be sub.Ject to his power of disposition? (Answer yes or no)----- (b) \\.hat was the transferee's age at time of decedent's death? (5) Die decedent in his lifetime make any transfer .without receiving a val_u_a_b_l_e_a_n_d-adequate consideration therefor· umter· which transferor expressly or .impliedly reserves for his life or any period which does not in f'ol.ct enrl before his rleath: (3.) 'The possession' or en.Joyinent of or the right to income from th~· .property transferred? (~n5Wf!r yes or no) . (")) The right to flesignate the persons who shall possess or enjoy the property transferred or i::-~C•)me therefrom? (Answer .yes or no) · (6) If the a::~swe:-t<> (5) (b) above is i~ the affirmative, state whether the· right was reserved in decedent · ·alo,e or oth~rs _____________________ _ (7) Did dece.S.ent in his lifetime make a transfer, the consideration for which was trwsferee1 s promise to pay incolle t) or for the benefit of care of transferor? (Answer yes or no) ------'-110-'--"'-- (8) Diet dece•ent at any time, transfer property, t.he beneficial enjoyment of which was sub_ject to change, bec-Luse c·f 11. re-served power to alter, amend, or revoke, or ,Nlich co11l.d revert to rlecellent Wlder terms of ~ransfer Qr by operation of law? (Answer yes or no) ____ lht ________ _ (9) If ~he a as we'" 1 o (R) above is in the a.ffi rma ti ve, was the power to alter, amend, or revoke the inter- est of t&e bene-ficiar~w~:eserverl in the decedent alone or the decedent and others? (Answer :res c·r no) 1'10 • · NOl'E 1: The ans.ve~s to these questions should be supporter! by affitlav!.t hy the attend} ng physician as well as a cor:_y or the rl.eath certificate. NOTE 2: If llnswer to any of the above questions is yes, set forth below a description of the prcperty transfe:-rert, it'.;; fair market vrtlHe at date of rl.eat.h, dates of transfers am! to whom trll.nsferrerl., with relatioaship of tr.,nsferees to ctecerlent, if any. Submit. copy of any trust iieed or instrument, if tr.ms-. fers arE claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List apr:..licable property below in manner in which provided in Schedules A, B, o.~ E. ITEM lJESCRIPTION "HOD" Insert thJs tnf."t.) '"i'P'l~' t~ "Tr:msfers", Scherlule "C" in the "As H.eportei-I" :c·::>Junr:l ~n .t!le last page of this return. MARKET VALUE (Estimated) . ,··!.·· I. DF..PT. VALUATION (D~p t. Only) ! l ,,·1 ~4 ,j J i: • ... l ~ ~~ i l 1 ' i' 1 j ~ ~ i ' I' -l l I r .• g; 1) li II ~ .=! l -i' .. 'l. I' .. !'' ~ l .. f' ~ I .i r f \ r ' } ~ .j 1 J ~ l ~· I l . ' RCC-~" COMMO~WE:\LTH OF I'ENNSYLV,\NIA Tll.\1'\~n:rt -i\1-11 HiTANr.E TAX ... SCHEDULE "E" JOINTLY OWNED PROPERTY Il'\STHL'CTllli\S: 1hts schedule must disclose all property, real and personal, owned by the decedent jointly with .mother or )thers, including intangibles, standing in the name of the decedent and others. List rP.nl estate first, as entireties, or .Joint tenants, giving brief description, as indicated tmder Schedule "A", Jlus tt1e cate and pltLce of record of instrument effecting vestiture, but do not include entireties or ou~ ol' statt= real estate value in estate valuation column. Personal property should be listed as in SchedL1~ "B"', rlus date of ncquisition, and the name, address and relationship (if any) of co-owners to the decedenf.. Descrfpt Lon. of PrJpE!r ty, Date of Acquisition, Name I Unit Address and Rel!!.tlonship of Co-Owners, and Place Value- of Hecori or llstrument, where Real Estate. l · percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. ."< Jt. Sav. Acct. 132859 held 1o the Westen Pe:aaaylvaDia lat1onal Bank, Honoag.ahela Office, Monongahela, Pa. • the the IWIHII of Mra. Nellie ltefover Ol' V11i1am T. ltefover. Opened April 17, 1964. a..lance as of date 6i death, $1,878.32 (lOTI) Thl• iadividuaJ liability vas paid by William T. Xefo~er, on JUDe 27, 196 7_1 in the amount of $17.85 as is _evidenced-by receipt 190990!1. . ? .. : ... •· - . i./2 ~939 .41 I - Value of Entire Property ' Value of Decedent's Interest ----~~----~---------·-· ---------------~~--~~------~~~----~------------~--------In;ert :.his-t•tal opposite "Jointly Owned Property", Schedule "E" fn-the ~As Jle,orted" column on the last page of this return. ' ..... Jr; .. . ·. ' : ... -~--"--· _t I I ! -- L .. •-. .._ ii f • r (, , i l 1-- I 1-1- }. !' "' f ? \ h -------~-----... _..... -·~ ... ---... -----···~--~-~------.. --·--~ ----... I} • • • .. ,-_- 'l.C.C-37'· {12-b3) l'0:\1:\Il•-:'\WE:\I.T I C'W 1'1-:-:'\-:'\S\'\'1.:\-:'\1:\ TR:\NS~'F.R 1-:'\lii-JHT . .!: :'\1.'£ T.-\X RESIDENT Dl::L'E::H-:l'\7 BE.'I/EF'ECIAR:ES AKD ADDRESSES State fJll namrs and aidresses of all who ave an i:lterE'st, .. estoo, contingent or other wi~e i.n ~state} William T. Kefaver 135 ~othy Dd.ve lloaoapbel.a, ra. l-'06l Betty Vlpevlc 1014. WashJ.astoa Blvd. HcKe•eport, Pa. - . .. ' .. . ' SCHEDULE ''0" BE:\EFICI:\HIES --~-,- RELATIONSHIP I SURVIVED · (If step··childrcn or : DATE INTEREST OF illegitimate children i DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) [ OR NO DIRTH Sora Yes ou•balf j Daughter Yea I one•balf ·, Deponent further says that all the above-named beneficiaries are living at this time except below: NA.l!iE: DATE OF DEATH RESIDENCE .'110 ·.a.uaa•· --...,.,._~·~: .i... - ! ·-~ ..... .t. --. ."':,f:,. I-....~ ... __ _:· ..... ·-- ' t •' :-.-. Will Administration ~ No. Year IS THE ~lATTER OF THE APPRATc;Jt:Mii:NT . OF THE ESTATE OF ay.J& &DOVA 411·· Deceased Lat~of ~la · ........ ~ .. ~? .............................. . County of ~····-~ ...... Commonwealth. of Pennsylvania REPORT AND APPRAISAL TEMPEST & SIMMONS ATTORNEYS AT LAW SECOND Al\D CHi~Ss STS. MONONGAHELA, PA. ..-..r:·~*"~ '* -.-4rl.i~:W...). ~*-..Lr'£' ....... 5 ou .-, .. ,. w -'•f···-~· ...... _1-·· ·'' .,.J,it -1: (Executor-Administrator must complete "As Reported" column #1.) 0 ...:j '"tl ::tl "1 "1 ~ ~ ('l § Vi II! "' 0 -"' "' .... ::s '"tl H ~ ~ .. ~ rl ~ ~ "' ~ "tl~ r::r "1 "1 (i" .g -< trl ~ "1 "' .... .... '< go .... ~ rJl c: 3:: 3:: > ::tl w w rJl ....: n ?"' ?"' ?" d t:J > : : : --- -EI9~ ~-EI9-EI9~ ~= \ =-. > . : • "' ,., \~ ~ =~~~ II 8: ,~\a . . -; 18[ II ~-~~~~ ~:. ~:. ~: ~: ~· :• ;~ :~ ..-... ~> :!"'."' ·C '\ . ,._ 0 ,,~:!..- :' . : ~ r. I .:.I :~·~ 3- : . "\ -· . c. :. :l ·~ g_ :~ ~- i.. ~ ·'b ., ~ ALLEN, NELLIE KEFOVER a/k/a ALLEN, HELEN KEFOVE::t . ·.?. ~ !1CC-. ;.q ~ {\ -E:-4) :_. ·-·---•·· FILE # 9418-117 April 25, 1967 00W.CON'¥Eh.LT-i Ol•' PENN';:YINANI.\ Tl\AN~FF'.ll IN:·mR:TANCE TAX SUMMARY --~- FILE !/ '9418-I?~? . TtEPOll.'l OF INHERITANCF. TAX APPRAISER I~ t:1e u~::l.ers tgned nuly appointed Inheritance Tax Appraise:-in and for the County of # 63 1:iTa shi n..aton the r·eA.D.. andpersonal opposit9 each item in , Pennsylvania, do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last qolumn to the right in Schedules "A", "B", "C" and "E". Dated.:: 05-l 3-68 04-25~67 REPORT OF T~E REGISTER OF WILLS ~, the undersigned duly elected Register of Wills in and for--------~- Count;, Pennsylvania, do respectfullY report that 1 have allowed deductions in the amounts claimed by dep:ment, ~xcept as to those i terns where a greater o-r lesser amount is set forth in the Jast column ·to the right in Schedule "F", which greater or lesser amount represents the s11m allow~d as a deduction. Dated~ R[GISTtR OF WILLS· IN~ TORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Freperty (Schedule A) PersoDa] Property (Schedule B) Transfers (Schedule C) Joint-Held Pnperty (Schedule E) $ 16, 500.QQ_ $ 16; 500.(0,_ $ ______ _ ___ __,_l7....,6......, • ......,QQ_ 176.GD._ TOTAL GOOSS ASSE'fS LESS flee-ts and Deductions .. : SCHEDUL::: F) CLEAR V~.LUE 0? ESTATE Valual.icn of Life estates or annui1.iEs ESTATE~ 'L'L~ ASSESSME'iTS 1 6,676.00,_ ============·=== =====•= ======•= *--,------ $ _____ _ FOR UtE OF RE•HSTER. ONLY COMPUTATION OF· .TAX Tax or $ ________________ ; ___ ~% $ __________ __ Tax or.. S ·---~ $ _________ __ Tax or $: , ___ (_g;fl *----------: Tax or. $ ·-· _l!'l% $ _________ _ Exempt i'011s======== •= (:::) Total "Es:tate _________ __ TOTAL TAX Less t~x previo~sly paid 3ALANCE Less f.% ~r tax .if p~id within $ ____ _ *======·= $ ---------- 3 mon1lhs alfter deat:l. $======='= BALANCE )F INHERITANCE TAX DUE Add intereat at rat~ of H% from to AMOUN'I OF ESTt_TE TA:: ASSESSED *---,---- Estate t:tx pa:i.d .BALANCE DUE Add interest ~t rate of 6% from to ----~----- FOR USE "JF REOSTER ONLY $ --------- TOTAL TAX BALANCE PAID. ADJUSTMENTS (':') As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. $. ______________ __ $_-_____ _ $ ______ _ $ ______ _ $ ______ _ $ NOTE: W.1e::-e 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 exp:::.anetion. \ Will Administration ~ No .................... Year ........... . P.ll THE ~lATTER OF THE APPRAISE~-IENT OF THE ESTATE OF ... 1\lELl,IE .. KEFOVE.R All..EN .. a/k/a ...... . Deceased Late of ............ MONONGAHELA .................. . County of WASHINGTON. Commonwealth of Pennsylvania REPORT AND APPRAISAL ', ,) ... ,c ~ ·r: ~ Form. RCC-!·· DEPAKTMENT. OF REVENUE BUREAU .CF COUNTY COLLECTIONS HARRISBURG, PENNA. 77 1 Z 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .......................... .May .... l) .. , ..... l.9.6.8 ................... . COUNTY ... : .................. Wa.r?..hi.ngt. .. Qll ............... : ......... . FILE NO. . .................. 9.4.l$.::::lJ.:.7. ....................................... . Whereas, .......................................... Nell.ie .... Ke.fo.:v.er. ... .All.en ................................... late of ................................ J1on.ongab.~?.l.a ..................................... . in the Gounty of .......................................... l>Jashing.ton ........ "················································ Commonwealth of Pennsylvania, having died on the .............................. 25. .... tb. ............................................. day of .................... APr..t.J ......................................... 19 .... ~.7 .. , seized and possessed of an estat~ subject t.o Ir.heritance Tax under the laws of the Commonwealth of Pennsylvania; Tberefo::e, I, ................... , .......... 1r!. ... R ....... C.baney .............................................................. , an appraiser duly appointed according to law, having been designatec to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash val'Qe of all an::-tuities and life estates growing out of said estate, hereby file the following appraisement: In the e~nt that any :uture interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expil ation ·lf any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise. and assess transfer inheritat.ce ta:!C2s at the lawrul collateral rate on any such future interest. ' Appraisement Unit Oeacrlptlon of Aaaet Values Made for Inheritance Tax Purposes $ -- REALTY: ·--- J!s oer Schedule II All .. .. -1 (... t:;(){) ()() PERSONALTY: ---- Asoer Schedule nB" . -17f... ()() TRANSFERS: ... ·- NOJE ... nnw. ' JT. HELD: ·, .. N:1NE NONR .. .. Total 16,676 00 ; " .. ·' .. tonn~~·!:fhb~~ ::~~~~ ~~:~: ~.~ .~~~~~~.:~~· ~~~~~ ~~~":e:~;::;1~~ . • ~ ... ~Appral1or / . 9 .................................... i:.11i\;'"'t;~~ .. ·;;d .. si~;~'t·; ............................................................. . ..... . . ..... . ~ ................................................................. , Penna. (POit Oftloo) _,. j ; . '·, -~ •·''• .. ,. 1 .:--r . •. '·:;;·;.: ............... 1'.IAS!1..INGT.ON .. : ....................... .' ... ,......... Cou11t~ ..... ·~-~ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ·····: ... NELLIE ... KE.FOVER. .. All.EN ... a/k/a ..................... . Deceased. Late of HONONGAI-!E:LA Date of Death, ............ April .. ..2.5.~ .... l96.7 .................... .. Appraiseme1!t Docket Vol., ............. .3.7. ............................... .. Page, ............ 1.6,..9 ...................... No ...... 94.1.8-117 ............. . Filed in Register's Office, ........ M9.-y .. .l.3 ........... 19.6~ .. . Amount of tax dtte, $ ................................... --·--·-·-....... . DEPARTMENT OF REVENUE Received, Exa.mined and Approved, SlliM JO u:HSIBJtl •J Wrote abo.ut A plJtr'd-fJi{hte1i(j,3 S.SD.?J ...................................... . ( t • b lid -·. I ~'" ' ,--.~--" v ·, c~ ·' I\ ••• 1 , • c .• Appeal f1'om Appraisement-, ~~~~-;~~-.. ~= .. ·~-~~-;Ir:J .. ~ .. rr-:r· ................................... . g I ................................................................. .. Fonn RCG-~ -...1 r:-in~:i>.\lhMENT 'OF REVENUE COMMONWEALTH QF. PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ................. ·--~~¥. ...... !..~.~ ....... ~.~-~-~~ ............... . BUREAU OF COUNTY COLLECTIONS IURRISBURG, PEmiA. 1 7 1 2 7 COUNTY ... JV.A .. SHIN.GT.O.N ............................... .. FILE N • BSx9418-117 . 0 ........................................................................................... .. · . NELLIE KEFOVER · MONONGAHELA Whereas, ...................................................................................................................................................... late of .......................... ,, .................................................................................. _ in the County of ............ WA.SH.INQT..O.N .................................................................................. Common-.,realth of Pennsylvania, having died or. the ..................... ~-5-t-b ...................................................... day of .......................... AP.r..i..l. ............................... 19 ...... 9..7 seized and possessed of an estate· sujject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................................ W ....... R. ....... C.HANEY ....................................... , an appra:ser duly appointed according to law,. ha7ing i>een desigr.ated to make a fair and conscionable appraisement of the said estate, and to assess and fix the· cash value of aiJ. annuities and life estates growing out of said estate, hereby file the following appraisement: In tile event that :any future Interest in this estate Is transferred In possession or enjo1ment to collateral heirs of the decedent after the oexplra ;ion of any ~ate for life or for years, the Commonwealth hereby expressly reser?es the right to appraise and assess transfer lnh•·ritance taxes at the lawful collateral rate on any such future interest. Appraisement Unit Description of Asset Values Made for Inheritance Tax Purpo~ea $ JT. HELD PERS.: Jt. Sav. Acct. #32859 held in the WESTERN PEN SYLVAN ~ WATIONA BANK, MONONGAHELA OFFICE, MONONGAHELA, PA., i the 11.ames of NELLIE KE·FOVER or WILLIAM T. KEFOVER. Opene1 4-17-4. Balance ;t.S nf' n~1:P. nf' neat:h $996.89_ __One-_hali _taxah Le 498 50 j 0. •. ... ' .. . 0. I Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity wib law on this ............... 14th.............. .. day of ~a~ ::2{T_2L=~ .<;~~= : \VASHINGTON·umber and Str•et) ··································································-······································································· (Post Oftlee) Penna. '\l ~' .............. JY.AS.ti.:I:.NG'J:'.Q.N. ................................ county RESIDENT INHERITANCE TAX APPRAISEMENT -~ Estate of .N$..L..L..l~ ..... K.E.f.QY.E.R. ................................. . \.. Deceased . ... . ····· Late of MONONGAHELA Date of Death, ··············April·····25·,······196·7·········· Appraisemel!t Docket Vol., ........... 3.7 ...... , ............................ : 16-9 9418-117 Page, ................................................ No. Filed in Register's Office, ........ M~Y .... .l..-4 ....... 19 ....... 6.9 ~ Amount of tax due, $ .................................. : ................................ . DEPARTMENT OF REVENUE Received, Exa»tined and Approved, Wrote abo.ut Appra-isement, Appeal f,.l»tl Appraisement, Entered .and charged, ' .·.' 1 f. ) v .. -;:;;; ... -:. Form R€: C.JO,, DEDUCTIONS ALLOWED IN ... ;. .. , O""FICE OF THE STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF • r •••••••••• $ .. J!.f.f~.~ .. AND A.GENT ::>P' TH COMI!IONWiiALTH E A·P OVED . . . . . . . . . .4.. .. =. (Z~:.( z· 0:0-ei-E-; ~ d~c.-v,_.v ~~ r jJf-y;'f-/// Register of Wills, Agent EST ATE OF __ N~el6l~ie>L-K~e~f~OV.:L.Si.e~r_A!J>6l:!.l::.oen!...!-_ LATE OF ______ M~on~onu.eg-'!.a.u.be~J,j,..,S;ka ________ _ 4 -/7-GJ' . A "l ?5 l 0 fl7 DA -E or FILING APPAA IS EM ENT -~&~.:.._f_:____::._.:__ ___ OATS: OF DEATH ----~PtJ.r~lJ....L.--'..,.!.+-1 --L..;I..7.io..!.L.---- DAlE NCo. OF NAMIL OF PAYEE REMARKS AMOUNT l 9 M!:l'tT 1\Trnr 1\Tr"r 1\T n'tr 1\Tn" 1\T,...,. M.::~.v ,I' VO-JCH£,q 7 ?f... .Tn!';F>nhinP. Dmurl.<~s PT'nh~t.P. 1t.fi ll ii ~0 2q ·wvashinllton Countv Reoorts Adv. Grant of Letters 12 so ' . 29 ~ailv Reoublican Newsoaoer Adv. Grant of Letters 12 50 ·rn sF>nhi ne DmlP'L'l"' Fi l i nP' Tmrentorv i flO Vi 11 i .<~m 'T' K P.fnvP.T' F.Ye~ut. OT' I s FeP. Ft?t; no· 'TP.mnP. st. & Simmons Attornev 1 s F'ees ' A?.t; 00 -. .1n!';~=>nhin~=> Dn ra1 ~q l<'i 1 i n a 'R1 "'I"' t. i nn t; nn .1. n WnnrhrRrrl Fi l in s:r Elect i_on " ~n 16 l .M FRYE Funeral Home Burial E:x.oenses il._.()ilh: ·1 ((i(l))' Fennsvlvania Realtv Transfers St t:unos 165 11. ~ li'Pn F>T'R 1 _Ilocllmi'=mt . .::~T'v St . .::~mns 1R ;c;P11P'Y'q ShRl'P. nf lqfl? 'Re.::~.l Estat e 'T'RX8S 7 1/Lc mt.hs @ ')q .0?/mn ?? ,q') I Less2 1967 cit;y ta.Xes pd7 B. 55 --r-I -Li6 , 'l='rP.nR ri. nP" AP"reement of SR l e 1 " 'F · nP" Deerl 1 " " I (l osi nP" Fee Temnest & simmons 2S ~ - 7.~-~~ L ~ ~ ·~ /? _.A~./ JL--1_/,l;; ~ y ~~ -~ 7 ~y --------(/! / i I ---·-! (l~ J/?y ; ~Tnt. "" ~ .., -· COMMON'NIEALTH OF PENNSYLVANIA } J -~~SIS: , COUNTY 0;:' ltJa gbj p~top I, ____ _.J1i.;~-lj.;" d!::,l::3:b' S!l:illi!.J ::::::'f'2:::o::::::::J~( se;f!jsQ:i :if!Y ee;ll::...__~C.~-J:L.-~i.z'~.t:,02.,.ee_~6i_ • .._::Tif[.f;,:J'h2..1/Jl.J,E.~S'J.T~H ER EBY CERTIFY, THAT. TO THE B Et!T OF MY KNow·_e:DGE AND B::LIEF, THe: FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND ZXPENSE!!I 0 .. ADMJNJsaAnc.N sueMrrrEo 'To THE ESTATE oF Nellie Kefover Allen DEcJtAsED. As DEDucTION» FOR IN!-ERITAitCE lAX PURFOSES. Cl1...._.ri.._a£ J !Wo\dND SUBSCRI:SED I!IEFORE ME THIS !2;t:6 DAY~-~-~-~ -cl t(;lA.: ~~ ~ · ~~~~~lf ,.._.r\ ~ 94<a.< q~AA. · . GlORI. RLCCI, NOTARY PUBLIC MONONG~:lflA, WASHINGTON COUNTY . MY CO~MIS:ION EXPIRES JUNE 16, J96f (L. 5.) 00 P.t; 37 ("() m m ~) ~ C7.Z..... n2 RCC-1:4 (8-6E) COMMNIWEAL TH OF PENNSYLVANIA DEPARTriENT OF REVI~NUE BURE,.U OF •:OUNTY COLLECTIONS INI-ERITA-ICE TAX DIVIiiON OFFICIAL NOTICE OF !NHERi~TANCE TAX APPRAISEMENT AND,.~SESSMENT OF ASSETS NOT SUBJE-'T TO ADMINISTRATION iiiiiiiiiiiiiiiiiiTOiiii:-._-_-_-_~W~~-I~L_~L_-::I_AM~~~T~.-:_~KE_=_F~O~V~E~R~-:_-:_-:_-:_-:_iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiDiiiiaiiiite~: ~iiiiiiiiiiii!!MA.~Y~9.i., iiiiiiiii§iii6iii§iiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;;;o;·" 135 DOROTHY DRIVE County WASHINGTON County File No. 3 ?-/~-9 I MONONGAHELA, PENNSYLVANIA 15063 ---- Bureau File No. 9-?L/r-// 7 We hav~ received aotice that,lii'IIUiX«DUXHIUIKXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX on April 25 19___2_7 you came into ownership of certain pr~er!Y thro~h ~~i¥11~~~~~~~ transfer from NELLIE BEFOVER, Decease U':1der fle lnherita•ce and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the I iobility for the payment of the !nheritanc_e_ tax d~e is imposed upon you, as transferee. · - T 1e prc·perty on wF.ich tax is hereby assessed consists of: Jt. Sav. Acct. #32859 held in the ~N PENNSYLVANIA NATIONAL BANK, MONONGAHELA OFFICE, MONONGAHELA, PA. in the names of NELLIE KEFOVER or WILLIAM T. KEFOVER. Opened 4-17-64. Balance as of date of death, $996.89 appraised by the Corrmonwealth, as of the date of death, at$ 996.89 50 %of this amo·:Jnt is taxable at the rate of 2 % DA T.E OF .ASSESSMENIT TAXABLE AMOUNT LES.;: AULOWED DE&TS NET' TAXABLE AMOU~T AMOUNT OF TAX DUE D It you Jay the abO¥e amount within three (3) months of the ~ate of dea;h of the decedent, or on or before 19 you may deduct a discouM of 5% of the amount of tax due, or D This to became delinquent one year after the date o" death of the decedent and, in addition to the tax, st•tutory inte·:est at the rate of 6% of the tax p:?r anrum is also due as of* July 25, N 69 in the ar71ount of * :f the tax is not ~aid by the above date additional interest is due at the rote of 6% per annum until paid l'OTAL AMOUNT DUE ORIGINAL ASSESSMENT . AMENDED ASSESSMENT $ _---:4:....:.!:9..::::.8..:...;. 5=0~-- 9.97 ----.!-6_Q ---- $ 10.57 ASSESSED BY: ~-==:;~;::=========- (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS- Make chec~s or moner orders payable to: 7'116-!17 To insur~ proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: AGENT FOR THE COMI'IWNWEALfH .Q.OtiRT H01JSE V.'ASHI:UnCN, PfNNA. 16301 ;,."' __ _ '> ------ If you have already paid this tax to an executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwealth, list below the date paid, name and address of the person to whom you made payment, their official title and the 'am6un~~ Date Paid Name and Address of Payee Official Title Amount Paid ' ,. -' Under certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses or other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax du~. If any such expenditures meet all of the three following tests, if is recommended that you itemize the payments below, execute the affidavit, and return this notice. The Register of Wills will examine the debts claimed'and allow_ those which he determines to be proper. The tax will :then-be re~omputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: .... _ -----~ -_ ..... _ ----............ ,.----___... --·-. . 1 -Yc:>u were personally leg~lly resp~nsible for these debts, and, 2: You actually paid these debts out of the account or pro'perty described above and can furnish proof of such payment, if required, and · 3-These same debts are not also claimed, for tax purposes, by an executor, administrator or other person.al representative of the decedent handling the administrationof the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid -Name··of Payee Description of Obligation Amount Paid . ~· .~ . --..... ---· ·----~,....._..,._ -· ----- TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: _______ _ I, hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent, , for which I was legally responsible and which I did pay out of the property herein taxed. I further certify, that to the best of my knowledge and belief, these same debts will not be claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ----------------~----~-19 __ . Signature of Taxpayer. ---~. ... _REPORT OF REGISTER OF WILLS I, the undersigned, dul_y eleet~d Register of Wills in and for the above county, do respectfully report that I have allowed deductic;>,ns listed a-bove in the total amount of$ 0 Date of Approval: ______________ _ Register of Wills -