HomeMy WebLinkAboutOC1968-0317 - ESTATE OF KELLEYTestate Form vi
PETITION.SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Estate of A~.YJ~..~!..•K~.~~~X .--.__
Deceased
No ~J?_.QJ_J~.~.?~_A!...A!.._..._.
Fiduciary__l~y.__Y'!.:.__1:.:r:'.<:.~~.~.~~.__ _..__
Executor
Date of Date of ~I
Decedent's death M~.~~!?-..~~!J..~.~7.' " .Grant of Le'tters..~P'.~g._~_~.}.~~.7 . . _
This is the JfJ:r.~.L§.n..9...fi)n§.L ..account filed in ,this e.state
If there have been former accounts filed in this estate,list file number or number and term .,...".,).
Election to take None Filed.
Under or Against will.(cross out one)
Date Election Place of;
Fi led _ ___Record _L..•••.._.
Name of surviving spouse M~F..!~E:.~~_..~~n~.Y.__..:. . .__..__._..__.
List issue,where material:Not Applicable
Did decedent marry after execution of will?(indicate)~K No.Any children born after execution of will?(indicate)
)(ll!9{No.If answer yes,name them __..____._...._...__. ..
...........................-_ -_ -_ -_-_-__-_':."'"~.
Leg.atees
Marian B.Kelley
Relationship
Wife
Interest
All
Fiduciary,if deceased or not sui juris
List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause:
If partial intestacy,give facts:None
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.~
If any exception give cause:_~.
File copy of Notice
and date of maiIing ~.:::~~E:}~.~~.~:_ .
Is estate subject to the filing of a F,ederal ~state Tax Return?X~.:;.;.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.}.?QQ.•..9..Q ,.
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
..._-__.----_-__-_--__-_--______--.-..-_----_----..---.-_-_-__-.-------------__.
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 reference 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:
Total additional debits (Add)r
Itemize any additional credits not shown by account:
Advanced by Marian B.Kelley to retain real
estate in kind.
Total additional credits (Subtract)
Balance for distribution
$..~.?}~.4.!JQ .
$9.Q.Q Q.Q .
$..}:~!..~.~.~.~.§~.
$..§~~§Q ?~.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Assets retained in kind per election filed herewith----$58,550.50
Cash---------------------------------------------3,610.22 $62,160.72
l -,.
~,~~-~-~-_..--........._~-~...._--~---------------------_~.___._-_._..__.__--_.--_.
-------~._-~_.~--------------------...,
If Family Exemption claimed by Petition,give place of Record:_._.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:_.
Surviving spouse _Marian B.Kelley _maintained family relationship with decedent until
his death.
List any advancement or distribution on account that has been made,and nature and amount of same:
None.
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
,
$1000.00 to Marian B.Kelley for family exemption and the balance to Marian B~Kelley
after clearance of federal estate tax liability.
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly.-$.YY.Qrn doth depose and say
that the facts set forth in the foregoing petition are true
to the best of !?-.~~knowledge and belief.
.$.~~~.I!:to and subscribed before
me this ~~~day of ~~~~~19.?~.
...1.1t //....~J/'/j7~-r--/Signature of Officer""c..:.~./.u..~"),,/,~
Title of Officer ~?~.~~Y.~.~~~~~.?.
Office expires ~.~~:~/..).~.?L .
Washington,Washington County,Pa.
And your petitioner will ever pray,etc.
~.....fl~~······Ja~;··r'r~·ut~an;···E"XecuIo-r;:····················....
.,...
No....~_~.?_._.~X ..~_~§_?_~._...A_!__A..._
Estate of ALYIE E.KELLEY...._.._--_..-_- ---__..--_.
Deceased
Fiduciary.._...~~Y.W.Troutman-........_---_...-.._-........--_...._--_...-_......._-------
PETITION SUR AUDIT
FROM WHERE bECEDENT 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:porag raph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praec1pes of all Counsel in the
case.
2.Copy of o~der 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.Certificate ofdt"~f1:1s::1arJrcasel-Rry of the
funds for disf'iib~Hdni·p.Ms/ftom judicial
sale of real estate.
9.S~gn~d(~na .pitefl'1Jze1.•elect!?ns if any
distribution.In Kind..C I~b1 D!:sr
10.Copy of Federal Estate Tax return if es-
tate is sUbje9·tltAer~tq ..\..:1 II :~l
Jay W.Troutman
Attorney
~2
I
,r-,
'-
In the matter of the Audit of Account in
Estate of._--=A=lv~ie=-=E~.--=:K=..:e::..:l:=lc::e.J.y-i•....-l
Deceased
TO THE AUDITING JUDGE:
No.317 of 68_________,19__•A. A.
Enter ID--'y'--,appearance for A_c_c_o~u_n_t_a_n_t _
__l_s_t_day of.M_a_r_c_h •19~
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state"
ment in that regard.
No.317,of ,19~"A.A.
In re Audit of Account in Estate of
Alvie E.Kelley..
Deceased
AUDIT
1jtrntript fnr !\pptnrnurr
FOR
Jay W.Troutman..Executor
S111t.\:10 iB1SI83ij
Oim.l'v'W TGSSntl I'
..-<
EC::17 ~·ld .....-:t J \-J\iT ~,......,.....~!I'
i (.'Jl1!>y,W~"Troutman
Attorney
O ·~1l1.~1.-,.~9'
----------------<--------------
(!Jommou1Utalt4 of ,tUU.6YIUaUia.}
ma.64iugtou (!Jouuty..6.6.
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,m the County aforesaid
on the third day of April A.D.19 67 ,before me,
Josephine M.Douglas ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in rhe Commonwealth of Pennsylvania,
the last Will <and Testament of -Alvie E.Kelley,s/k/a A.E.Kelley
late of Somerset Township in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Jay W.Troutman
the Executor m said \Vill and Testament named,having appeared before me and takerr and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Josephine M.Douglas Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
Jay W.Troutman
committing unto him the admini~tration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring him
to exhibit 'a true and perfect inventory ttlereof into the Register's·Office,at Wa'shington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this third
day of April m the year of our Lord one thousand
nine hundred and sixty-seven.
LAST WILL AND TESTAMENT
I,ALVIE E.KELLEY,also known as A.E.Kelley,of Somerset
Township,Washington County,Pennsylvania,being of sound mind,memory
and understanding,do make,publish and declare this my Last Will and
Testament,hereby revoking all former wills by me at any time hereto-
fore made.
1.I order and direct the payment of all my just debts
and funeral expenses as soon as conveniently may be after my decease.
2.All the rest,residue and remainder of my estate,both
real and personal,I give,devise and bequeath to my wife,Marian.M.
Kelley.In the event my said wife is not living at the time of my
death,I give,devise and bequeath all the rest,residue and remainder
of my estate as aforesaid to my tsn children in equal shares,namely:-
Joseph E.Kelley,Margaret E.Smith,Grace L.Hartley,Eva L.Evans,
Patricia A.Mellars,Marian I.Partezans,Paul E.Kelley,Raymond A.
Kelley,Sera M.Ames and Thomas F.Kelley.
3.I hereby nominate,constitute and appoint Jay W.Trout-
man,as Executor of this my Last Will and Testament.
IN WITNESS WHEREOF,I nav.e hereunto set my hand and seal
this !!l:day of February,1966.
Alvie E Kelley (SEAL)
Alvie E.Kelley.
Signed,sealed,pUblished snd declared by the above named
Testator as and for his Last Will and Testament in our presence,who,
in his presence,at his request,and in the presence of each other,
have hereunt08~t our hands as attesting witnesses this 14 day of
February,1966.
Jay W Troutman Washington,Washington County,Pa.
Clara Troutman Washington,Washington County,Pa.
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Q)num:e:::~e=e,the undersigned autho,;ty,a.._..~.~~and fo'said
County and State,appeared Jq W.,Troutman _who,being duly
sworn according tlO law,deposes and says that he is the executor ~of the estate of
....._~!y$.~~.!~~~~deceased,that th~foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of -Alvlo E KeUo~__,
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 ~
Sworn and subscribed before me this..z..1._~}.
.~,.,~day 0 _19 1&1....7 ~..\.....~.ft N ••
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....,lfl.jt:..::-:;..k-:•••~~.'t-ck..~~.~.~...................................'Executor-~
,...f ~ADDITIONAL INSTRUCTIONS
1.An inventory 4ust 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 Oopies and 2 RCRI-33,Over $50,000,including Copy
of Will anq copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COpy
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
______~_~~-:•...,.~,J ._._"'---_.,"__••'"__...._-~~_~~~_'.
lftturtttnrg att~Appraisemettt of the goods and chattels,rights and credits which 'were
of.·.·.A1v1e.·.E.:..:Kelle.J..late of ~...fl~~..J?.!!~~l ~~Y.~.~.~.~,.:_
Washington County,Pa.,taken and made in conformity with the above affidavit.
PERSONALTY:'b.
Household Furnishings
One Ford 601 Workmaster with high-11ft ..6 years old
1 Studebaker cal"(Hawk)1961
Miscellaneous farm equipm.ent·and supplies
12 Head ot cattle (1 registered bull &11 .-egisteredcows)
Cash .
Social Security Death Benefits
Money due from Floyd Christopher
Money due fl'Om Willlam Nelson
Refund .'1966 Federal Income Tax Ovcrpaymen~
REALTY:::
F ,.•
DOLLARS
9'18 50
1600 00
400 00
582 00
2040 00
00 90
255 00
200 00
75 00
290 61
CENTS'
Approxhnately 160 acres of land situate In Somerset'and South
Strabane TOTlnshipa,"Wash1tigton County"Pa..,:upon which is
erected a a-story dweUmu,,,a $til;car concrete garage',"a frame
barn and 3 small sheds.'Being pan of lam Calveyed to Alvle
E.Kelley by Edwtn Gu'est,;.unmarrled,:.by deed dated July 'l~.
1938,,·and recorded in De<:ld Book 622,·page 243..
TOTAL
53,000 00
,\.~
59,372 01
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~55:
The within named Accountan't being duly sworn according to law,deposes and sa)S that the above account
as stated is true'a:nd correct as .__._h~......veriIy believe,
Sworn and subscribed before me'this.__..?.~!.~....__._
day of ~~!?~~~!:.Y...__19 ~~.
/}.J}.r-/4~41y'~-'-""'----"
My Commission Expires:2/5/71
Washington,Washington County,Pa.
Warshington County,ss:
i
'.
I do certify that I have given leg'al notice to all persons
concerned of the filing of the within account in the manner
prescribed by Sta'tu1te and Rule of Court,as evidenced by proofs
thereof filed to No._J~£f"'f-/.f.(t(.
Witness my hand and official 'seal this _.j.·~__.__.
day OL__~----------------------------------------------;-19"-/_
----_.~._-~~__.-
Register of Wills
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The First and Final Account of JAY W.TROUTMAN..Executor of the
Estate of Alvie E.Kelley,deceased,late of R.D.2,Eighty Four,Washington
County,Pennsylvania,to-wit:
The Accountant is charged as follows:
To Amount of Inventory and Appraisement -
~
I
PERSONALTY
REALTY
The Accountant claims credits out of the
assets of said Estate as follows:
$6,372.01
53,000.00 $59,372.01
April 1967 Piatt Funeral Home
April 1967 Washington County Fire
Insurance Company
April 1967 Bell Telephone Co.
April 1967 Readers Digest
April 1967 West Penn Power Co.
April 1967 Columbia Gas Co.
April 1967 William Warrick
April 1967 Register of Wills
April 1967 Observer Publishing Co.
April 1967 Washington County Reports
May 1967 Lybrand
May 1967 Menzie Dairy
May 1967 Perry Smith,M.D.
Funeral Services
Fire Insurance
Premium
Telephone Bill
Subscription
Electric Bill
Gas Bill
Account owed
Letters Testamentary
Advertising Letters
Advertising Letters
Accounting Bill
Milk Bill
Doctor Bill
$2,328.67
78.00
62.06
13.88
27.44
74.92
21.00
21.50
12.50
12.50
29.00
34.91
32.00
May 1967 Martin Hallam Appraisal of Personal
Property
25.00
May 1967
May 1967
May 1967
May 1967
June 1967
June 1967
Fetherlin &Carl
Arleigh Cale..T.C.
Delmar C.Larkin,T.C.
Josephine Douglas,Agent
County Treasurer
Paul C.Snoke
Appraisal of Real Estate 150.00
1967 Road Tax-Somerset Twp.56.83
1967 Road Tax-S.Strabane 9.40
Twp.
Inheritance Tax 3,000.00
1967 County Tax 79.27
Veternarian Services 11.00
June 1967 Washington Hospital Hospital Bill $77.65
July 1967 Arleigh Cale,T.C.1967 School Tax-Somerset 134.94
Twp.
A~g.1967 Kurtz Monument Co.Grave Marker 615.00
Aug.1967 Delmar C.Larkin..T.C.1967 School Tax-S.Strabane 64.44
Twp.
Aug.1967 Washington CountyMotor Transfer Fee-Automobile 4.00
Club
Aug.1967 Register of Wills Filing Inventory 8.00
Feb.1968 Register of Wills Filing Account 16.00
Feb.1968 Internal Revenue Service 1967 Federal Income Tax 622.93
Feb.1968 Jay W.Troutman Executor's Commission 3..000.00
Feb.1968 Jay W.Troutman Attorney for Estate 3,000.00
Feb.1968 Jay W.Troutman Preparing Federal Estate 500.00
Tax Return
Feb.1968 Internal Revenue Service Federal Estate Tax 9,994.95
Feb.1968 Clark &Company Preparing decedent's
Tax Return 82.50
Feb.1968 Russell Marino,Agent State Inheritance Tax 700.00
Feb.1968 Register of Wills Certified Copy of Will 4.50
Feb.1968 Washington Hospital Balance of Hospital Bill 50.60 $24.955.39
BALANCE FOR DISTRIBUTION----------------------- ---------$34,416.62
.....J
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Washington County ReportS
6§t.~·~XI~bH~!~~T~
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON)
STATE OF PENNSYLVANIA (S8.
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
official legal periodical for said Washington County,publi5bed weekly having its
place of business at Washington,Washington County,Pennsylvania,and is act-
ing as its agent in this behalf;that the said WASHINGTON COUNTY
REPORTS was established on March 31,1920,and was designated as the official
legal publication for Washington County,Pennsylvania,by order of the several
courts of.said County,dated November 11,1920;that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertisement.exactly as printed
or published,which appeared in the said legal periodical in its regular issues on the
following dates:
April 13 20 27 1967..............................1.'-.2 ..
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter of said notice or advertising and that all of the allegations of
this affidavit as to e'e,place and cha~of tl~7~OO.are true.l-vLL~--L.----_~::::::-~~a....<-oo,-,,---.•.
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 ~hem
for settlement to the Executors or Admin-
istrators or their Attorneys.
• ••• •• • •• ••• • •• ••
KELLEY,ALVIE E.,a/k/a A.E.KEL-I
LEY.Dec'd.I
Late of Somerset Township,Wash-ington County,Penna.IExecutor:Jay W.Troutman,316WashingtonTrustBldg.,Washington,'IPenna.IAttorney:Jay W.Troutman,316 iWashingtonTrustBldg.,Washington,I
Penna.~•
II THE WASHINGTON OBSERVER
WASHINGTON,PENNSYL.VANIA
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of 16 May,1929,
P.L.1784,Paragraph 3,Sub-paragraph 25,as amended.
Commonwealth of Pennsylvania,County of Washington,S8:.
Personally-appeared before me,a Notary Public in and for said County
and State,-..:Ri.c.b.a..r.d.._._~.lt.__..QQw.~_n __.,who being duly sworn
according to law,deposes and says that he is the_~.e..C_.~..Y.__•__..~..__r..:r.~_~.~.
of the Observer Publishing Company,a Pennsylvania corporation,and its
agent in this behalf;that the said Company is the owner and publisher of
the Washington Observer,established September 18,1871,a daily news-
paper of general circulation,printed and published and having its place
of business at Washington,Washington County,Pennsylvania,where it has
been established and published continuously for more than six months prior
to the publication of the notice hereto attached;that the printed notice or
advertisement hereto attached is a copy of an official advertisement,official
notice,legal notice or legal advertisement,exactly as printed or published
in the Washington Observer in its regular issue or issues on the following
date or dates;~p.~JJ J9..J.__.J7.~~_4.?.4.L..19.§..7 __..
~..___._-_._--_..-..,._-_._-_.._---.-_--_--_.
--
_._---..~
EXECUTOR'S NO'....:
ESTATE OF Alvie L.KelleY'ja/k/a A.E.Kelley,deceased lateofSomersetTQwnship,Washington,
County,Pa.Letters Testamentary upon the.
above estate having been granted to,the undersigned,notice is hereby'
given to those indebted thereto tomakeimmediatepaymentandto'
those having claims or demands to'present them for settlement.Jay W.Troutman
316 Washington Trust Bldg.Washington,Pa.
Jay W.Troutman,Attorney'316 Washington Trust Bldg.,Washington,Pa.2398S·Mon.·3t
Sworn to and
that neither the affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the allega-
tions of this affidavit as to the time,placE\.and character of publication
are true.a~~I e
...--------I.--~
SUbSC~),ore me this...~4 day of..A.P..~.~.~....l9.9..7£uur<j~!~~,
MY COMMISSION EXPIRES MAY 6,1968
·,.....'
6819 ,~I't.
.E,;eG-u~..•.................
3Jn tl1r (@rpl1ttns~mnurt nf lIusl1ingtnn mnunty
{No...3.17.....Of
,In the matter of the....Fir.s.t...and...F.ina~.
Account of ~~.¥.~.~T!..~~.~~~.~.
ESTATE OF
............~~.!~.e...~~~~J.J~.Y...~jg!~.
......................A..~.a•••Ke.ll.e.y:~.
deceased.
ADJUDICATION AND DECREE
And now ~~.Y_'-..-..2~/,19..9.a.,this matter came on for heming,
audit and distribution at this session and testimony faken;and thereupon,upon due consideration
thereof 6~jglf~2 for distribution in the hands of the Accountant is determined to be
$_____.t..__.._.~..___.__.._._.___.and the account is acea rd i ng Iy confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in a~cordance with .the
schedule of distribution hereto attached and made a part hereof,unle:ss exceptions hereto be flied
sec.reg.or an appeal be taken herefrom sec.leg.
Balance per account _.$······-34·,416.62
Additional debit asked at audit
Balance _ __ _ .
Deduct Clerk's Costs &Receipts .
Attorney J."y ~•...TrQ.utman .
Russell Marino,Clerk O.C.,costs in certifying
real estate to Recorder,
John D.Woodward,Recorder,costs recording
certification of real estate,
271
62 1600 72-$1.......•
Jay W.Troutman,Executor,reaward for Federal
Estate Tax contingencies.After the tax is fully
settled and the accountants liability ceas~l,any
balance of It&.is award remaining,if any there be
shall follow the decree of distribution herein
made,as it relates to the residue,and no furthe
formal accounting to the Court shall be necessar
$58,550.50
No balance
B.Kelley,devisee
to parcel of
REAL ESTATE TO BE CERTIFIED TO lffiE ECORDER OF WASHINGTON
COUNTY BY THE CLERK OF THE OR HANS'CURT.
Marian B.Kelley,widow,residue,including real
estate as hereinbelow describedj Household
furni~hingsj Ford 601 Workmaster with Hiliftj 19
Studebaker Autoj miscellaneous Farm equipment an
suppliesj 12 head cattle;all held in kind and
distributed as such at the appraised value,per
election filed,
Alvie E.Kelley a/k/a A.E.Kelley,devisor,to
of all the right,title and interest of the devis
real estate described as,VIZ:
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ALL that certain tract of land situate in he Townships of
Somerset and South Strabane,County of Washington,tate of Pennsylvania,
bounded and described as follows:
BEGINNING at a post,the same bei common to line
of lands of James Doak,line of lands of R.Fitz~l iams,a line of tract of
land described;thence along line of lands of R.zwillia s,North 48°39'
East 765.82 feet to a post;thence along line of 50°4'East 281.8
feet to a post;thence along line of same,North 0°55'Eas 738.37 feet to a
post;thence along line of same,North 33°30'East 863.42 eet to a post on
line of lands of J.S.Barr;thence along line of •S.Barr and alon
line of lands of S.B.Weir,North 86°2'East 22 .35 feet to a stone in line
of lands of A.W.Donley;thenee along line of of A.•Donley,South
11°39'East 1504.55 feet to a stone;thence along ine of ame passing throug
an elm stump,South 69°57'East 2153.:$5 feet to a oint in line of lands of
W.K.Long;thence along line of lands of W.K.Lon ,South 16°5'West 151.69
feet to a point in line of land of T.W.Irwin heir;thenc along line of
lands of T.W.Irwin heris,passing through a ms:rke elm,S uth 84°56'West
3539.19 feet to a fence post;thence along line of ame,No th 81°23'West
15160 55 feet to a poin~,thence along line of same,orth 0°55'East 281.70
feet to a point;thence along line of same,South 2 st 297 0 02 feet to
a fence post in line of lands of James Doak;thence along 1 of lands of
James Doak,North 50°21'West 708.57 feet to a umPi thence along
line of same North 72°59'West 98.93 feet to a at the place of beginning
Containing 202.064 acres.
EXCEPTING and RESERVING the follow ng conv yances out of the
above described tract of land.
1.William Weir et ux,to The iers So thern Railway
Company,dated December 13,1909,and recorded ed Book ~5,page 336.
2.William Weir et ux,to The Chart ers Sou hem Railway
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age 137.
3.Edwin Guest to Harry R.Fithia et ux,ated July 6,1938
Company,dated May 6,1914,and recorded in
and recorded in Deed Book 622,page 246,together ith a ri ht of way set
forth and described therein.
4.A'3 Acre tract of land excepted and re erved by metes
and bounds in the deed from Edwin Guest to Alvie E.Kelley,dated July 7,
1938,and recorded in Deed Book 622,page 243.
L.Mo et ux,dated May
ies,Inc.,dated
ies,Inc.,dated
ey et ux,dated5.Alvie E.Kelley et ux,to E.
April 3,1941,and recorded in Deed Book 646,page 17.
6.Alvie E.Kelley et ux,to Kelle
June 13,1947,and recorded in Deed Book 729,page
70 ~lvie E.Kelley et ux,to
April 25,1956,and recorded in Deed Book 959,page
8.Alvie E.Kelley et ax,to Kelle ies,Inc.,dated
May 16,1958,and recorded in Deed Book 1019,page 68.
9.Alvie E.Kelley et ux,to
16,1958,and recorded in Deed Book 1019,page 521.
10.Alvie E.Kelley et ax,to Jack Edmonds et ux,dated June
et ux,dated
September 26,1959,and recorded in Deed Book 1058,
13.Alvie E.Kelley et ux,to Paul Emerson elley et ax,
dated September 26,1959,and recorded in Deed Book 1058,pa e 336.
14.Alvie E.Kelley et ux,to Jess Robert vans et ux,dated
August 13,1963,and recorded in Deed Book 1158,pa
15.Alvie E.1elley et ux,to Lloy E.Ames et ux,dated
August 13,1963,and recorded in Deed Book 1158,pa
16.Alvie E.Kelley et ux,to Lloy Kinder t ux,dated
March 17,1964,and recorded in Deed Book 1176,pag 127.
24,1958,and recorded in Deed Book 1022,page 146.
11.Alvie E.Kelley,et ux,to Alex Parteza
September 26,1959,and recorded in Deed Book 1058,
12.Alvie E.Kelley et ux,to Jame L.Mell rs et ux,dated
(\,
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17.A1vie E.Kelley et ux,to L10y E.Ames et ux,dated
August 13,1965,and recorded in Deed Book 1213,pa
18.Alvie E.Keliey et ux,to Patr M lIars dated
August 13,1965,and recorded in Deed Book 1213,pa
19.Alvie E.Kelley et ux,to Blon dated
December 10,1965,and recorded in Deed Book 1224,427.
200 A1vie E.Kelley et on,Jr.et ux,
dated February 22,1967,and recorded in Deed Book 3540
CERTIFIED TO RECORDER:MAY 27,19 8.
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JlESIDENT DECEDENTS
File No~._9_3_9_3-_5_9_
COMMONWEALTH OF PENNSYLVANIA
OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax
Form RCC-4-RI-3-66
No.886697
Date,Ma_y_2_3 19~WAffi INGTON,Office REGISTER OF WILLS,,-EPa.
_____..!.!Vl~A:::S~H=IN::.:G~T=.:O:::::N~___'County,ss:Received from Jay'W.Troutman
(Executor,v>of the estate OLf AL_VI_S_E_._KE_I_J_E_y__a_k_a_A_._E_._KE_T_JE_y _
~~~h~19_6_7_,~~oLf----~T=~~~m~o~u=s=~='-~M~d~~M~/~1~0~0---_-_-_-_-_-_-_-_-~~~
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
Appraisements Made and Filed Computation of Tax
NOTE:To be delivered to taxpayer by Register of Wills
NOTE:In accepting the transler inheritance tax on luture estates prior to the death 01
the lile tenant or tenant'lor years,as evidenced by this receipt,it is understood that the Com-monwealth shall not be precluded or prevented Irom hereafter assessing additional inheritancetaxatthedeath01theliletenantortenantloryearswheneveritappearsthatsuchadditional
tax may be legally due and collectible for any reason whatsoever.
3,157.89
Registr1"Wills
MOORE BUSINESS FO~NC••ELMIRA,N.Y.
$========
$---------
$---------
$=======
$---------
$====1=5=7:::::.8::::9=
Total $3.000.00
*As evidenced by Charitable Exemption Certificates issued by the Secretary of
Revenue under Act of May 28,1956,P.L.1757,effective June I,1957,as amended
by Act No,381,approved July 11,1957,and Act No.207,1961,Section 302.
SEAr /}.~
\4.~~£,I:J??/'~~."./a-z/
Less five per centum of tax if paid
within 3 months after date of death
Balance
Total Tax
to _
Amount of Estate Tax Assessed under
the Act of May 7,1927.
Add interest at the rate 0'--£%'
from --=_
Less Tax Previously Paid (if any)
Tax on $5%$
Tax on $10%$
On Account
Tax on $2%$
Tax on $15%$
Exemptions *$
Total Estate $
36-276-3
INCOMPLETE
$'---------
$
$,-------
$
$,-------
Valuation
Valuation
$,-------
$,-
Total
$------
$,-------
Total
Date
Date
Total Gross Assets
Less Debts and Expenses of
Administration
Clear Value of Estate
Valuation of Dfe Estates or Annuities
Date'19__$'--_
________19__~$=============
Estate Tax Assessments
Date,19__$,_
_--.-19__~$=======
Personal Properly
Real Estate
fORM RCC-4-RI ••~\j
1'BANSFER INHERITANCE and/or ESTATE,T~l 4'
RESIDENT DECEDENTS.\ '
I'
q'7
1-.4"-'/1t\\RECEIPT
\
\'.1 r)\
1.,\)')·.hl f.-.'
Docket 36 Page 276 line }.;.,.r:'~.Q
Oil.)~t.\..•\.L'<;,I',U c-l'"(;r i\•.~R£G\~\,\
Estate o'Lf__AL_iV_I_S_E_._KELLEY_,_ak_a_etc.
omCE OF REGISTER OF WILLS
\'lASUNGTON,_________.....:....-__---lPa.
Date May 23"67,=--__19__
SIGNED AND SEALED AS PROVIDED BY
SECTION 1201.ACT APRIL 9.1929.P.L.343
AS AMENDED BY ACT MAY 15.1945.P.L.528
JOSEPHINE M.DOUGLAS
Register of Wills
1201 (g).Act of April 9.1929.P.L.343.as amended.
viz:-"To receive from Registers of Wills all duplicate ,re-ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills."
Fill in below name and address of perSOD to whom
tax receipt is delivered:
IATTY.JAY W.TROUTMANI
To---------------316 WASHINGTON TRUST BUILDING
WASHINGTON,PENNSYLVANIA ,15301
L -1
WASHINGTON-------------,County,ss:
WASHINGTON,Office REGISTER OF WILLS,~Pa.
Received from Jay W.Troutman
RESIDENT DECEDENTSFormRCC-4-RI-3-66
No.924924
Date February 23,
~9
6819__
COMMONWEALTH OF PENNSYLVANIA
OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax File No.ti 9393-5C
(Executor,of the estate of ALIVIS E.KELLEY aka.A0 Eo
who died March 29 ,19~,the sum of SEVEN HUNDRED and
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
KELLEY
no/100 Dollars,
NOTE:in~accepting the transfer inheritance tax on future estates prior to the death ofthelifetenant"r'tenant for years,as evidenced by this receipt,it is understood that the Com-
monwealth shall not be precluded or prevented from hereafter assessing additional inheritance
tax at the death of the life tenant or tenant for years whenever it appears that such additional
tax may be legally due and collectible for any reason whatsoever.
Date'19__$-------
_________19__~$=======
Estate Tax Assessments
Date,~19__$--------
________19__~$======
Date 1 Valuation
Register of Wills
Total $7_0_0_0_0_0 _
*,~s evidenced by Charitable Exemption Certificates issued by the Secretary of
Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended
by Act No.381,approved July ll,1957,and Act No.207;1961,Section 302.
SEA L \
~~~,
Computation of Tax
Tax on $5~o $
Tax on $10%$
Tax on $On Account 2%$700.00
Tax on $15%$
Exemptions *$
Total Estate $
Total Tax $
Less Tax Previously Paid (if any)$
Balance $
Less five per centum of tax if paid
within 3 months after date of death $
Amount of Estate Tax Assessedunder
the Act of May 7,1927.$
Add interest at the rate of ~ofr~in
to:$
37-1-3
INCOMPLETE
$-------
$
$-------
$
Valuation
$,-------
$------
Total $,--------
Appraisements Made and Filed
Total
Total Gross Assets
Less Debts and Expenses of
,'Administration
$------
$,-------
Real Estate
Personal Property
Date
Clear Value of Estate
Valuation of Life'Estates or Annuities,
NOTE:To be delivered to taxpayer by Register of Wills MOORE BUSINESS FORMS,INC.,El..MIRA,N.Y.
FORM RCC-4-RI
TRANSFER INHERITANCE and/or ESTATE TAX.
RESIDENT DECEDENTS.
RECEIPT
Docket 37 Page 1 line 3
-/
Estate of ALIVIE E.KELLEY
-OFFICE OF REGISTER OF WIllS
)
-,
Date
WASHINGTON,Po.
February 23 19~
SIGNED AND SEALED AS PROVIDED BY
SECTION 1201.ACT APRIL 9,1929,P.L.343
AS AMENDED BY ACT MAY IS,1945,P.L.528
)
RUSSELL MARINO
Register of Wil's
1201 (g),A'ct of April 9,1929,P.L.343,as amended,viz:-"To receive from Registers of Wills all duplicate ,re-ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator,whereupon it shall be a proper voucher in the settlement
of the estate.In no event shall the executor or adminis-
trator be entitled to a credit in his account by the
Register unless the receipt is so signed and sealed bytheRegisterofWills:'
Fill in below name and address of person to whom
tax receipt is delivered:
ATTY.JAY W.TROUTMAN
316 WASHINGTON TRUST BUILDING
I
L
WASHINGTON,PENNSYLVANIA 15301
-.J
.WARNING:It is illegal to duplicate this copy by photostat or photograph.
HVS.20111~300M-l·bb
(100 C"rt.per book)r,
(Fee '''1 this
Certificate.$1 .00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF HEALTH
VITAL STATISTICS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
N?495310
Registered ·No ,.~.Qg .
Full NameofDeceased .•.._.:.:AJ.:vJ ~:__E.~.~.l ;.:Ke.ll.ay.~.::,...................'.
First Middle"lost
~dd~~ss ~.:::.;~.:;~~.~~~.!~~~..~:~.::::.~~..J~.~~p..~.~.:.~.~.~~:~~.:~;:.:,':~?~~~:.~.~.g~.~.~~..l?~~~..Number·Str..t ..City or town County'.State
Place of ..'.•.".;.'·w··hi·t .~·W··'t ii,,>'><.'.':"Death ::~,~::~.§L.nR Q.Jl ::::!as..bl.,ng .Q11 ::Pennsylvanla
....,...,City;'Borough or.Township .'.'..'County,.>.'.'".
.Date "of b;~th -.:,~lt~:rah:~.2.~.;i9~6:7..:::.:Social·Sec~rit~No:l7..a~:b.9.~.D.7..3JL :Rac::;.~.:~h.i:t.B ;:..
<".:::.._-~~-~_--,."f,-~,:,~'r"'."~_~~~_'-t,:J __---.;....~-'.::,'~..__:<.~.:-..'.:~_M'~.__.~~.,:;;.c,~._.~:..•"",,,~:".~__~:~~~_
Marital Status~,:;.m:1:lrr.Le~:,~~..__;Se~J!1i1.e ,..::::Date ~f.Birth :Ap.r.il 1c4..,~:~:lB.a9.:..:..:.~_
:.;~:.,:';.'::~:-,:....~:_-:.::;j.~.:~..-...:~-.~~.:~;.~,..:~:~;;~~.~L";··:;.-~_~;~._.~.-':.~.~~~..r_.~.~.:_:~.-:'~.~::+..~~;;~,.~~~5·~.~'-__::'~~:·_.4-..~"~..-,"c~'~~.'"_.~_..-<~.~
6cc~pation..,1te.t.•.:..~e.;tl.aY.Illtlt18·t.r.L~.s.::.~;:..:Bi~thpla~e ..:~~lf.e.a.r ~p1!li~..il.,.:g:a.:~,,:~..
~.-,.....,."-,,,,'::::";:::~~/...:..--r '~".;;..'~..,.:',,"-::-..,;;....~.,_.,.'..~;.-..-_,:~...
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·If.Vete;an..which War ..,:::.",:::..:,,,."Veteran·s ,Serial No..::,•..:.,.:.i.•,•..~::,:.:.:--.•,.
MEDICAL CERTIFICA1E .':"'"...A:.IntervalBetween
~~'1 l.J;:>e!lth .':N~catJSed ~y:.c .;.:~.-..Onset and Death
"•.,_.'•'_~~•-eo c'''''::.,...:...~,"t •.
.....~•.!Il1~~~i~I=ca~I!.;!.ar···£·~~·;·~·3:~~:~:;:···~:····:~?·~:;~~,··~~=~~~~f:·:'..·;·~·:~·:~··:~~·£:·:·,·:·:~::.::~.:::::~.:.:,..~:.:..:-;:::£:...:':;'~~'~:::;~'~"::'~"
.,-:'','r '.:..~~....To~(b );;;..~~::·;;;::·:~·:·!'::·~:~;;:···;~::..·72.:..~:';~.:~.~:.::~.::.:'!...:~:.....:::~.~:.:~?:,....;:?:.:.:~::~:~;;''':~:'~';':'':'~':'''':':?:'~_:}""'-'-'-'"
"';"',,:'";.c'Que To .(c):..2:::..:,;:~.:.;.::.:;;;..~:::.:.::.;,:.:..::;:"";::,.,••:;;:..::;,:..::.~~;;•.."..::::,.:..:.:;;.::::":L..::".::.:..:.•:';:--..•,.:..;::::,:..:,~..::;::.:.:::,
Part H:OTHER SIGNIF1CANT CONDITIONS:contributing to death but not related to the immediate cause given in.'~.Pa;tI~(a),:'.'."",.,~:,".,:~:'.;...•.'.
.~._.',..-',.-,,,'""_~....~1...."",,:.:.0(t .~...,-,""'..-Of'~""':..>_~'.:"«I -.:-...-'
........~_:~::.~:;;_..;.~,;.'\'•••.::•.•.••·;'I"..:":~"'=;..•..•..;:::~~:~.,."'_·.:;.•..::-:7..•'_.:-.~-~:;:;~~._~:..:~"'~..~.~.-::_.~~~~'.;.;..:_..;;.;_..;.:..:...;.:~_: _..;;...__::..-:...
Accident,Suicidt;'';·ko~ici;e:~,~:~,~~..,.~.:.:::.~"•.•,.:~..:,L:~:~:.::.=~~~w 'di;f~n;~~;C~~I"~~..~..~,~.__~~::__..~:.:.::.:=:..'
.:.-.-'.---......
'Name and Title of Pers<tn",..,:>J c.···..'''..'.,..•....'~'".".~...'.'
Who Certified Cause'of.Death _.'(M.D';;D.o..CarQIW~:P:e..rr.y...,.C Snu..th..,,,::..
.-•7 ."~:<Co ••'-~;::;::-,~-'--;:.•~•••••••:~.--:'"••'"'..'~.·.··•••••.••~.·.:.~••••a.·.·.s··.:b.>.·.'·.i n..·.;..t o.·.·.n..·.·.f••-p.·..~..'.·.•.....·.·:'".:.".'..Address..;;..;:;.;:.•;:::..,...:~.:.:.,::..:;:.::...::;...:::~...:.:::-:,..,~:.;:':~.......::.......Q
..~...•...•.,c';"·.~St_t',"."'''-''.':Clty....,"'"
.This is to certify that theinformation here given Is correctly copied from an original certificate of death duly filed with me
as Local Registrar...The'original certificate will be forwarded to State yital Statistics.Harrisburg,Pennsylvania..for permanentfiling...
......3.1.~W.i.l.e.Q.n Ay..~..t w.as..bJ.ng.t.Q.n.,:t'.§..
Street Address City.Borough. Township
March 31 67....................................................................................................................19 .
Date Received by Local Registrar
....................................M.~.r..Q..b.:31 19..0.7-
Date of Issue of This Certification
.~
IN THE ORPHANS'COURT OF WASHINGTON COUNTY..PENNSYLVANIA
j
INRE:ESTATE OF
ALVIE E.KELLEY..
DECEASED.
)-
).
)
)
)
ELECTION TO TAKE IN KIND
I..MARIAN B.KELLEYI surviving wife of Alvie E.Kelley,deceased
hereby elect to take and receive in kind the following assets in said estate
at the appraised values thereof:
APPRAISED VALUE
(A):PERSONALTY -
Household Furnishings
One Ford 601 Workmaster with Hi-
Lift
One 1961 Studebaker Car
Miscellaneous Farm Equipment and Supplies
12 Head of Cattle (l Registered Bull and 11
Registered Cows).
(B);.REAL ESTATE -
Approximately 160 Acres of land situate in
Somerset and South Strabane Townships,
Washington County,Pennsylvania.as more
fully described on Schedule (lL attached
hereto and made a part hereof.
$978.50
11 600.00
400.00
532.00
$53,000.00
TOTAL----------$58..550.50
Dec.30,1967
S C H E D U L E (1)
ALL that certain tract of land situate in the Townships of Somerset
and South Strabane,County of Washington,State of Pennsylvania...bounded
and described as follows:
BEGINNING at a post,the same being a corner common to line of
lands of James Doak,line of lands of R.Fitzwilliams,and line of tract of la d
described;thence along line of lands of R.Fitzwilliams,North 48°39'East
765.82 feet to a post;thence along line of same,South 50°4'East 281.88
feet to a post;thence along line of same,North 0°55'East 738.37 feet to a
post;thence along line of same,North 33°30'East 863.42 feet to a post on
line of lands of J.S.Barr;thence along line of lands of J.S.Barr and along
line of lands of S.B.Weir,North 86°2'East 2244.35 feet to a stone in line
of lands of A.W.Donley;thence along line of lands of A.W.Donley,South
11°39'East 1504.55 feet to a stone;thence along line of same passing throug
an elm stump,South 69°57'East 2153.85 feet to a point in line of lands of
W.K.Long;thence along line of lands of W.K.Long,South 16°5'West
151.69 feet to a point in line of land of T.W.Irwin heirs;thence along line
of lands of T.W.Irwin heirs,passing through a marked elm,South 840 56'
West 3539.19 feet to a fence post;thence along line of same,North 81°23'
West 1516.55 feet to a point;thence along line of same,North 0°55'East
281.70 feet to a point;thence along line of same,South 28°35'West 297.02
feet to a fence post in line of Ian ds of James Doak;thence along line of lands
of James Doak,North 50°21'West 708.57 feet to a black oak stump;thence
along line of same North 72°59'West 98.93 feet to a post at the place of
beginning.Containing 202.064 acres.
EXCEPTING and RESERVING the following conveyances out of the
above described tract of land:
1.William Weir et ux,to The Chartiers Southern Railway Company,
dated December 13,1909,and recorded in Deed Book 375,page 336.
2.William Weir et ux,to The CharUers Southern Railway Company"
dated May 6,1914,and recorded in Deed Book 417.,page 137.
3.Edwin Guest to Harry R.Fithian et ux,dated July 6,1938,and
recorded in Deed Book 622,page 246,together with a right of way set forth
and described therein.
4.A 3 Acre tract of land excepted and reserved by metes and bounds
in the deed from Edwin Guest to Alvie E.Kelley,dated July 7,1938,and
recorded in Deed Book 622,page 243.
5.Alvie E.Kelley et ux,to Joseph E.Kelley et ux,dated April 3,
1941,and recorded in Deed Book 646,page 117.
6.Alvie E.Kelley et ux,to Kelley Industries,Inc.,dated June 13,
1947,and recorded in Deed Book 729,page 123.
7.Alvie E.Kelley et ux,to Kelley Industries,Inc.,dated April 25,
1956,and recorded in Deed Book 959,page 252.
8.Alvie E.Kelley et ux,to Kelley Industries,Inc••dated May 16,
1958,and recorded in Deed Book 1019,page 168.
---------.r----------------,------------------.---
-..
S C H E D U L E (1)'Cont1d.
9.Alvie E.Kelley et ux,to Donald L.Mohr et ux,dated May 16,
1958,and recorded in Deed Book 1019,page 521.
10.Alvie E.Kelley et ux,to Jack Edmonds et ux,dated June 24,1958
and recorded in Deed Book 1022,page 146.
11.Alvie E.Kelley et ux,to Alex Partezana et ux,dated September
26,1959,and recorded in Deed Book 1058,page 342.
12.Alvie E.Kelley et ux,to James L.Mellars et ux,dated Septembe
26,1959,and recorded in Deed Book 1058,page 339.
13.Alvie E.Kelley et ux,to Paul Emerson Kelley et ux,dated Sept-
ember 26,1959...and recorded in Deed Book 1058,page 336.
14.Alvie E.Kelley et ux,to Jesse Robert Evans et ux...dated August
13,1963,and recorded in Deed Book 1158,page 501.
15.Alvie E.Kelley et ux,to Lloyd E.Ames et ux,dated August 13,
1963..and recorded in Deed B09k 1158,page 504.
16.Alvie E.Kelley et ux...to Lloyd Kinder et ux,dated March 17,196 ,
and recorded in Deed Book 1176,page 127.
17.Alvie E.Kelley et ux,to Lloyd E.Ames et ux,dated August 13,
1965,and recorded in Deed Book 1213,page 687.
18.Alvie E.Kelley et ux,to Patricia K.Mellars dated August 13,
1965,and recorded in Deed Book 1213,page 691.
19.Alvie E.Kelley et ux,to Blondena Summers dated December 10,
1965,and recorded in Deed Book 1224,page 427.
20.AErie E.Kelley et ux,to R.Grant Johnson,Jr.et ux,dated
February 22,1967,and recorded in Deed Book 1253,page 354.
Form RCC-33-RI
~~~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS·
RESIDENT DECEDENT COUNTY OF
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 hy the Secretary of Revenue.(Section 703 of
the Inl)eritance an!!E.state Tax Act of 19.61.)
(Month)
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
Decedent dJed March 29 ,i9 ?!..,J testate leaving a last will,copy of which is hereto attached.}
(lIay)(Vear)LXMK3XHK
Jay W.Trou~cttt..
316 Washington TrustBldg.~Washin.gtQp.,,?a.Jp3.Ql
That as such EXf:.c.ut.Qr.deponent is familiar with the affairs of said estate and the property con-
(Exec\Itor-Administrator)
stituting 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.....
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 full v 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
prop'erty 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 bon~s,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 lind all
other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated
market value thereof;all bonds and mortgae:es 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 policies 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 ~t the time of death,with the market
value thereof at such time.
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 fair 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'the;~'irl:~ndiitthe case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to tftke 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 shar~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.TherR 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,orjoint~y 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 creatin~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 Impaid at time of
~..death;taxes accrued charge.able for period prior to decedent's death (except _those.allowed under Sectlon
651 of the Inheritance and Estate Tax Act);together with a statement of collat~ral 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.
Subscribed and sworn to before me this .
................;?..~.r..9.day of ~.~.l,:>..J::~.~E.:Y.19 ?..~..
.A(l.~.~~..
My Commission Expires:2/5/7l.
Washington,Washington County,Pa.
..~~t~Ad~~~·~~· ·..
.~.~.~YY..?:.~.h!ggt.9..g T.r.Y.:.~.1.)?.Y.:g.g.!P.:,g .
(Street Number)
Washington,Pennsylvania 15301..........................................;-..
(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 (H\4)
COMMONWEALTH OF PENNSYl:VANIA"~DEPARTMENTOF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEpENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property heid as joint tenant or"tenancy by entireties,report on Schedule "E".Property hf'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.
(1 )
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
The real property located In the Commot\wealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;if a form state number of a·
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
Approximately 160 acres of land situate in Somers t
and South Strabane Townships"Washington County"
Pa."upon which is erected a 2~story dwelling"
a 3-car concrete garage"a frame barn and 3 smal
sheds.Being part of land conveyed to Alvie E.
Kelley by Edwin Guest..unmarried"by deed dated
July 7"1938"and recorded in J?ee,d Book 622..
page 24,*
Sf.,lfJJ ~/~?'/~
loo,¥CJ"II +S-'cC-
1181'/).5"=..
.s::rt ~c::>,
5960.0
(2)
ESTIMATED
MARKET VALUE
53,000.00
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
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.
53..000.00
'I
RCC-33b-RI
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
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 l)wned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible persom.l property,titled in the name of the decedent,but
payable at death to another or others,including but :!lot limited to P.O.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 should be listnd first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
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.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
thi~pace)
1.
2.
3.
4.
5.
6.
7.
8.
9.
Household Furnishings
One Ford 601 Workmaster with high-lift ..6 yrs.old
1 Studebaker car {Hawk}1961
Miscellaneous farm equipment and supplies
12 Head of cattle (1 registered bull &11 registered
cows)
Cash
Money due from Floyd Christopher
Money due from William Nelson
Refund ..1966 Federal Income Tax Overpayment
978.50
1600.00
400.00
532.00
2040.00·
00.90
200.00
75.00
290.61
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X 6117.01
('U"'IO:\T~':\LTII OF PF\TNSYLVAN1.\
TIL\NSFER INHERITANCE TAX
Il,t<;~IDE\'T DECEDENT
SCHEDUlE "c"
TR..A.NSFERS
(1)Dirt rtecedent,within two years ofdeath,make any transfer of any material part ~his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)Xes
(::l)Did rtecedent,within two years of death,transfer property from hiI11§.elf to himself and another or
others (including a spouse)in j oint ownership?(Answer yes or no)Xes
(3)If the answer to (1)or (2)abov~is in the aff'irm,~ve state:
(a)Age of decedent at time of'transfer _
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).Death Certificate Attached
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)~O
(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)_
(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 enjo~nt of or the right to income from the property transferred?
(Answer yes or no)~O
(b)The right to designate the persons who ~ll possess or enjoy the property transferred or
income therefrom?(Answer yes or no)NO
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or 0 thers ,-_
(7)Did decedent in his lifetime make a transfer,the consideration for which was J;.ransferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)l~O
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserverl power to altel',amend,or revoke,or Mich could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)0
(9)If the answer to (8)above is in the ~ffirmative,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,H,or E.
ITEM DESCRIPTION MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
1.Decedent and his wife on 4/5/65 made a joint $60"000.00
gift of $6"000.00 to each of their 10 children out Jf\.-'
of funds belonging to deced nt ala I
~~~~~~
2.On 3/10/66 decedent purchased an $80,,000.00
Savings Certificate from Mellon ~ational Bank &
Trust Co.in the joint names of decedent or wife"
Marian B.Kelley"which is shown in SchedUle E
herein.On 3/10/67 decedent and his wife con'""\..
verted the above savings certificate to a 5%
savings certificate with Mellon ~ationalBank &
Trust Co."Certificate ~o.E 18170.
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
$60"000.00
SCHEDULE "E"
JOINTLY OWNED PROPERTY
CCM1W\'WE.\10TH OF PENN f:YLVAN L\
T1U~~lTH INHERIT,\NCE TAX
RF.SIDENT DECEDENT
.
. .H.CC-33e-IU..-,
DiSTRrCTIOKS:This schedule must disclose all property,real and personal,owned by the rlecedent 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 tmder 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-O'wners to
the decedent.
Description of P;operty,Date of Acquisition,N~me I Unit -percent~ge-'--E;tate
Address and Relationship of Co-Owners,and Place i Value Share Valuation
of Record of Instrument,where Rea!~state.i .
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
1.Decedent on 3/10/66 purchased an
$80~000.00 Savings Certificate from Mellor
National Bank &Trust Co.in the joint
names of decedent or wife~Marian B.Kell y
On 3/10/67 decedent and his wife converte
the above savings certificate to a 5%savin
certificate with Mellon National Bank &
Trust Co.~Certificate No.E 18170.
2.A joint checking account in Pittsburgh
National Bank~Washington"Pa...in names
of decedent or his wife~Mrs.A.E.Kelle
Account opened 6/25/63 and balance on dat
of decedent's death was $14"527.96.
3.A joint savings account in Pittsburgh
National Bank"Washington"Pa."in names
of decedent or his wife"Mrs.A.E.Kelle
Account opened 6/5/63 and balance on date
of decedent's death was $41"215.78.
Property Interest
'"!
I
I
I
I
Insert this total opposite "Jointly Owned Property",sChedule"~"80..000.00
in the"As Reported"colunm on the last page of this return.'--~-'
·,q..
"RCC-33f-RI..,...
CO~~ONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
SCHEDULE "F"
RESIDENT DECEDENT DEBTS AND DEpUCTIONS CLAIMED
NOTE:List first five items in the spaces so provided,observe notations thereon,and instructions.I
ITEM DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
REGISTER ONLY
1.Piatt Funeral Home Funeral expenses paid $2328 67 $
Family exemption(will not be allowed
unless decedent died residing with a
spouse or children1
Administration Expenses *
Counsel fees *
.S500 00
2.
3.
4.
5.
Marian B.Kelley
Ree:ister of Wills
.Jav W.~an
Jay W.Troutman Fiduciary commission *
1000
4UU
~o
IUU
3000 00
OTHER DEBTS AND CLAIMS
(See notes 2,3 and 4 below)
6.(*See notes,1 and 4 below)
I Washington Co.Fire Ins.Co.Fire Insurance Premium 78 00
Bell Telephone Co.Telephone Bill 62 06
Readers Digest Subscription 13 ~8
West Penn Power Co.Electric bill 27 44
Columbia Gas Co.Gas Bill 74 92
Wm.Warrick Account Owed 21 00
Lybrand Accounting Bill 29 00
Menzie Dairy Milk Bill 34 91
Perry Smith..M.D.Doctor Bill 32 00 )~,Martin Hallam Appraisal of personal property 25 00
Fetherlin &Carl Appraisal of real estate 150 00
Arleigh Cale 1967 Road Tax"Somerset Twp.56 83
Delmer C.Larkin 1967 Road Tax -S.Strabane Twp.9 40
County Treasurer 1967 County Tax 79 27
Paul C.Snoke Veternarian Services 11 00
Washington Hospital Hospital bill 77 65
Arleigh Cale..T.C.1967 School Tax 134 94
Kurtz Monument Co.Grave Marker 615 00
Delmar C.Larkin..T.C.1967 School Tax 64 44
Internal Revenue Service 1967 Federal Income Tax 622 93
Clark and Company Preparing Decedent's Income Tax
Return 82 )0
Washington Hospital Balance of Hospital Bill 50 30
Insert this total opposite "Deductions",Sc!J"uule "F",in the "As Reported"column
on the last page of this return.Total 12~381 44
Note 1.SUbject to revision if the amount actually paid is more or less than the sum allowed.
Note 2.No debt or claim is to be listed in this schedule,unless still owing and unpaid at the time of
death.Contested claims must be explained in detail.Do not list any taxes,either real,per-
sonal or income,chargeable for any period subsequent to date of death,except taxes allowable as
deductions under Section 651 of the Inheritance and Estate Tax Act of 1961.
Note 3.If any notes,brokerage accounts or other claims are secured by collateral,describe the colla-
teral pledged,with its value,as of the date of death of the decedent and state whether or not
said collateral is included among the assets disclosed in Schedules "B"or "E".If collateral is
not pledged,state after each loan "'No collateral pledged".
Note 4.The estate agrees to advise the Register of Wills if the amount actually paid in settlement'of
any fee,commission or debt is greater or less than the estimated amount claimed and allowed.
"
f f..• •
~R(,C-38d.-RI
<,~'OMl\10N\\'EALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE
BENEFICIARIES
,'
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
1\/f!:l 'P;!:In "R 1('",11 "'"tT Wife Yes All
R.D.2~Eighty Four2 Pa.
r
..
r
-
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
~[ATTER OF THE APPRAISEMENT
(Executor-Administrator
must complete "As
Reported"column #1.)
,
Will .l No.~~
P."THE
OF THE
ESTATE OF
Alvie E.I<:~~~.:Y.
Year ...l~.E!.8
o...otiltil...,
~Sl>r:::r(;)
t'%:ltil,..,.
Sl>et
...,'"d ::c
...(1)(1)Sl>...Sl>::l til .....
til 0.....::l '"d(1)Sl>...........0
til "d'"d (1).......g ~
(1)
:4-'<
Deceased
Late of.R.D•..2.....Eighty..F.Ollr."..Pa•...
County of ..YV8:~l1~gt()n.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
enc::~
~>::c--....wen en""'"
?"'?-?-o t:x3 >::;:
-EI9-E19-G/)-EI9~-E19
>til
Jay W.Troutman.Attorney
~
I-EI9-E19-G/)-EI9~-E19,.
~
::c(1)-"::l ....0 ...........etc..........
>'"t::l~~...........2.:::l
~c..,~...s~
•
('O\f\tO!":\\~U,Th tW l'FNN~YLrANI:\
T'lA\'SFEH INHFRIT,\.NCI<:TF
-"-,{"",
c(\'C C-~l:3m-~\1AJ
...,~_._...KELLEY,AtVIE E.
FI'LE #9393-59
March 29,1967
S'U/\1I'MARY
a/k/a Kiill.E,Y,Al.o E..-............~.
03-29-67
Q2-27-6g
ApPRAISER ~
rmronT OF INHElUTA\iCF.TAX APPRAISTi;R
rluly appointed Inheritance Tax Appraiser in and for the County of
,Pennsylvania,do respectfully reIJort that I have aIJpraised
property as reported in.the foregoing return at the values set forth
the last column to the right in Schedules "A","E",nCR and "E".
~~.
T.the un~ersigned
#63 Washington
FILEt!9393-59
the real and personal
opposite each item in
02-27-6gDated:
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register ,of Wills in and for Washine:ton
CountJ',Pennsylvania,do respectfully report that I have allowed deductions in the amounts
claimed by deIJonent,except as to those items where a greater OT lesser amount is set forth
in the last column to the right in Schedule "F",which greater or lesser amount represents
the sum allowed as a deduction.
REGISTtR OF WILLS
------'"..~-
======:=
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-lield Property (Schedule E)
rOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
VALUE AS nEPO~rED VALUE
$531 000.00 $
6,117.01
6010 000.00
80..(lOa.00
~117.01._
121 381.44 :=
186,735.57
AS APPRAI SED VA=:LU""E:=.<....;l~\S~,RE=A=-=PP'""RA~I'""S~E=D
53,000',00 *_
6,117•.01
60,OOO.,9L
gO,OOO.,OO
199,117.,01
J,f1.28±.:~
186,735•.2L
Valuation of life estates or
annuities.• . • . . . •$
E'STATE TAX ASSESSMENTS ~------
3.734.71_
CO~WUTATION OF TAX
s:~
d>.:'------
~----------
$:---
$-------
As evidenced by Charitable Exemption
Gertific~tes issued by the Secretary
of Revenue.
*---------*-------$
~-~----~------
TOTAL TAX BALANCE
PAID .
FOR USE OF REGISTER ONLY
T arc on *.__'5%
Ta~on S 10'10
Tax on ~186,235.57:~.~
Tax on $.__lFl%~_--'-,__
Exemptions :=(,::)
1'6tal Estate _
TOTAL TAX $_
,Less tax previously paid ~======,=
BALANCE $_
Less '5%of tax if paid within
3 months after death $=====:=
3ALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6%from
to
_·BlOUNT OF ESTATE TAX ASSESSED
E s tate tax IJaid
BALANCE DUE
Add interest at rate of 6%from
to
FOR USE QF REGISTER QNLY ADJUSTMENTS
~OIE:Where subsen.uent adjustments are made to the above computation of tax by the
negister of Wills,for proper reason,same should be noted below,with short
explanation.
I
~tNO'
I~THE
Year 1968 .,
~[ATTER OF THE APPRAISEMENT
OF THE
EST.\TE OF
Alyi~~•.:E<:~:ll~Y .
Deceased
Late of.R.D.2~Eighty Four.. . .... .... ... . . .....
County ofWe:t$l1J,r:lgt9.t;l
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.•
•
(Z :c 1:'1 (.,[."--T
--J _•
-.-....
C]:-i ..f _1.,I,_4.-".
Jay w.Troutman~Attorney
r.•",
-i....~.
_J
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
~nn')lec;2·...COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
..APP.RAISEMENT
DA~E .......:~Febr.uary.:....27........1968 ..
COUNTY w.~.f?.!4.:P.:,€;.:1'.Q.~..
FILE NO,93.93.~.5...9 .
Whereas,Al.y.i.~~.'"K~.l.,l..~y.9.l~/~late of e.c?~~.~.~.ta,:t;~.!.
in the County of Wa.s.h.ingt.o.n Commonwealth of Pennsylvania,having died on
the ?9 t-h day of ~.~h ,19 ~7,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W..~.R..~C.A~~Y.,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
th h I f II 't'd l'f t t t f 'd t t h b til th flItecasvaue0aannUllesanleesaesgrowmgou0salesae,ere y e e o owmg appralsemen :
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.
,
I Unit AppraisementDescriptionofAssetValuesMadeforInheritance
Tax PurPOleS
$
REALTY:
AS ner Schedule "All l\~.OOO 00
I PEHSONALTY:
As ner Schedule "B"86,iLW.OIlL
TRANSFER
I
As ner Schedule "G"h,()nno nn
JT.HELD:
I
As ner Schedule "E"Q()()()n m
Tota,l 1 QQ 11'7 m
,;
................WA$.1:IJl'J(::']:'.9N.,,........COUl1ty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ALVT 'I4'E'T/'",]i '~y I"~/....,"..,J,B......~.\8~....a ..AI.a ..
Deceased.
Late of
sO~R$~r._'rw.r.~:.
Date of Death,,March 29.,1.967 ..
Appraisemel!t Docket Vol.,37 ..
Page,1~.3 ,No 9J.93 -59 ··
Filed in Register's OtJice,F~.b Z.7.,..,J9 6.8.
Amoun.t of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,,..
Wrote abo.Ht Ap{.Fjj.if!oment,.all/',;',~J ).J-:j I (',,-,r"~/"v;.')jllI,1\C'f'0................................................-~.:.!~..;;'lO-i"~f••.•••••••..••.•••••.•••••.••••••.••
~...c...Appeal f1'o A pA7'alsP,trcnt.,.;..t,...!,0,I,.,1\,.,co,
r#1j
Entered ami cha(!led:J ...1.1'··~·I··..'..·.·.......··..·...·..···....·..·....·..~1!.
J
•
'"
AND AGENT OF THE COMMONWEALTH
OFFICE OF THE
REGISTER OF WILLS
OF Washington
DEDUCTIONS ALLOWED IN
THE SUM OF .....•......$jll~.g...~..H..i
,~v~2-~t1fSTATEMENTOFDEBTS
AND DEDUCTIONS
COUNTY
\~,...1-
~.,.......
~o',rri RC C..IO-RI
Regl,te,of '1W,:,g.~t
ESTATE OF Alvie E.Kelley R.D.2~Eighty Four~PennsylvaniaLATEOF.
DATE OF FILING APPRAISEMENT August 29,19.6,l DAT&OF DEATH March 29._1967
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHlitllt
An,..1967 Piatt Funeral Home Funeral Services 2328 67
Apr.1967 Washington Co.-Fire Ins.Co.Fire Insurance Premium 78 00
Apr.1967 Bell Telephone Co.Telephone Bill 62 06
Apr.1967 Readers Digest Subscription 13 88
Anr.1967 West Penn Power Electric Bill 27 44
Apr.1967 Columbia Gas Co.Gas Bill 74 92
Apr.1967 Wm.Warrick Account Owed 21 00
Apr.1967 Register of Wills Letters 21 50.
Apr~1967 Observer PubUshing Co.Advertising Letters 12 50
Apr.1967 Washington County Reports Advertising Letters 12 50.
Mav 1967 Lvbrand Accounting Bill 29 00
May 1967 Menzie Dairy Milk Bill 34 91
May 1967 Perry Smith~M.D.Doctor Bill 32 00
May 1967 Martin Hallam Appraisal of personal property 25 00
May 1967 Fetherlin &Carl Appraisal of real estate 150 00
-
May 1967 Arleigh Cale,T.C.1967 Road Tax ...Somerset Twp.56 83
May 1967 Delmer C.Larkin 1967 Road Tax ...S.Strabane TVI IP·-9 40
June 1967 County Treasurer 1967 County Tax 79 27
June 1967 Paul C~Snoke Veternarian Services 11 00
June 196~Washington Hospital Hospital Bill 77 65
Julv 1967 Arlei~h Cale~T.C.1967 School Tax 134.94
Aug.1967 Kurtz Monument Co.Grave Monument 615 00
Aug.1967 Delmar C.Larkin~T.C.1967 School Tax 64 44
Aug.1967 Washington CountyMotor Club Transfer fee-Automobile 4 00
Aup'1967 Register of Wills Filing Inventory 8 00
Feb.19681
1 Register of Wills Filing Account 16 100
-------.;~d3-''''"''\~.....Jb~...*)-.3Jo;L:JJ!"t'~!lt=!o.~,Jib~~<:t.y..~=____(L.5.)
DAY OP'Jay W.Troutman
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Washington
I,Jay W.Troutman
MY KNOWLEDGE AND BELIEF.THE FOREGOING ISA JU~T AND !BU.E~§r~tEMENT OF DEBTS.
ADMINISTRATION SUBMITTED TO THE ESTATE OF Alvie l:!4.Kelley
INHERITANCE TAX PURPOSES.
SWORN AND SUBSCRIBED BEFORE ME THIS 23rdFebr~68:zt&;~qt~-rt~,z:;~
My comm:S1JiPires:2/5/71.
HEREBY CERTIFY.THAT.TO THE BECT OF
FUNERAL EXPENSES AND EXPENSES 01"
DECEAOED.AS DEDUCTIONli FOR
Washington WaShington Co t C.Ql1tinued on Page 2,un y,.t-'a.
lFormRCC1 1.9
.-#
OF _W;..:....:a::..:S::..:h:.:;l=:·n=.;gt::..::..:o::;.;n:=..-__COUNTY
..OFFICE OF THE
REGISTER OF WILLS
Page - 2
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
THE SUM OF $ .
DATE APPROVED .......•
AND AGENT OF THE COMMONWIiiALTH
ESTATE OF Alvie E.Kelley
Register of Wills,Ag.~t
I.ATE OF R.D.2~Eighty Four,Pennsylvania
DATE OF FII.ING APPRAISEMENT -=1:..;9:::..6~8_DATIi01"DEATH March 29.1967
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH""
Feb.1968 Internal Revenue Service 1967 Federal Income Tax 622 93
Feb.1968 Jay W.Troutman Executor's Commission 3000 00
Feb.1968 Jay W.Troutman Attorney for Estate 3000 00
Feb.1968 Jay W.Troutman Preparing Federal Estate Tax
Return 500 00
Feb.1968 Clark and Company Preparing Decedentl s Tax ReturIn 82 50
Feb.1968 Register of Wills Certified Copy of Will 4 50
Feb.1968 Washington Hospital Balance of HospitalBill 50 60
TOTAL 11,260 44
-
...,
COMMONWEALTH OF PENNSYLVANIA }
___sa:
COUNTY OF
I,HEREBY CERTIFY.THAT.TO THE BEaT OF
....Y KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E BrATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES 01'
ADMINISTRATioN SUBMITTED TO THE ESTATE OF DECEAGED.AS DEDUCTIONS;,..OR
INHERITANCE TAX PURPOSES.
.(1..S.l
SWORN AND SUBSCRIBED BEFORE ME THIS DAY Of'
---------'-1e __
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