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Home My WebLink AboutOC1968-1488 - ESTATE OF NEELYL 'A S T 'itT ILL AND OF TESTANENT---------- GEORGE IT E 2 L Y- - --- I,GEORG~J.NEELY,of Donegal Township,;~shington County, Pep~sylvania,being of sound mind,memory and understanding,do hersoy make, publish.and declare this to be my Last ~all 2~d Testament,in manner and form folloNing,hereby revoking any Hill or Hills heretofore made by me. FIRST:I direct that all'eXgenses attributclole to my las'li illness and, funeral be fully ?aid and satisfied,as soon·as conveniently may be after my decease.i, S~Ol\m:I give,devise and bequeath the residue of my estate of eVer;)T nabure and ~·;herever situate ·to m;)T n89hs!.]and m-;;-tl,jin daughters in the follo':ling proportionate shares: ALLEN L.DAUGHERYl;Ne?hew,One-half (1/2)Share I GEORGIA JEAN GRANT,Daughter,One-qljart3~(l/l;)E:he,l'8 SI-IIRLE'f J'OJ\N HARTZELL,Daughter,One-qu3.rter (1/4)Share. I do hereby make)constEute and a?point my tHO daughters,GSORGIA JEAN GRANT and 3HlliL£i JOAN HARTZEL,to be my Executrices of this my lasG ~lll and Testa~ent. have hereunto subscribed my na:Tle and affixed my seal,this GEORGE J.~fE3'LYJ t!le Testator above named) ,:?--7~day of Se;>tt:m.oer in the year of our Lord one thousand ni..'1e hundred and sixty-eight (1968). Signed,-sealed,published and dec18rea by t~e above'nQ~ed C~orge J. Neely:as and for 1".i8 LE.st '\-.ill and Testarlcnt in t~~e preS9!1Ce of us,~,;;~O haYI,:) he!"2U!lt,o subscribed our na'1l'::s 2.t his request as ,:!itness'3s th~rcu!'.tc, presence of said t8statOl')and of each other. •.L,l.n L.!lS! :, ,i 'r '.'~ .,Form No.RCC-62 (4-71) \' " "I \~~ ,0'~.),1 '•• ,I' .' .':...J ".:'\;\" ../. )./ /J "Jr-: :.' 'r'-!~ ,IN THE 6FTHE MATTER OF THE APPRAISEMENT Will 1 'Administration iNo Year . :.!i o'r, ESTATE OF .0· ......G$.QaCt;F;.:I.•;.~.F;t.X . Deceased Late of B.arough..of..Clay.s v.11la .... County of ..Washlngt.on .':-: Commonwealtbof P~nnsylvania REPORT AND 1\:~PRAISAL C; .~., ~. " ), -=--=-r'}~~~7"" 'Gle:::0-t..")UlU"l l\)r-ij"T1Pl,L:J;;.v, TTlo~·.;,..:.~?> CJ:;E:;;orz ....•0 <.:;,(/) .~ 0 Q) , " RESIDENT'-DECF;DENT .. DEBTS AND DEDUCTIONS CLAIMED l ,, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~EGISTERONLY Funeral expenses paid $1 ..087 ~O $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.)1 000 ,00 Administration Expenses •1~100 Counsel fees •- FiduciarY commission • OTHER DEBTS AND CLAIMS (•)See Note below 0 .,- ., ,. (,,; Total ).JOD,~i 1.1 at),.So ~OTE:List first five items 'in the spaces so provided observe notations thereon and instructions ..q~~:y'~.~.~~~~.•..~.~~.~.Y.:l;.y~~~~. (City or Town and Stafe) ~4~~-'J':;O-._~~~...~~~ftt8tHt(W)'", ,.I.i.~.P,..~J •..•~P~.~a . "(Street Number) My Commission Expires Septemberf ,.}ftJ5 Note:The estate agl'ees 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 allQwed. -.~~- 'Subscribed and ~w~rn to before me this.','. .,'jlU ...~'----VW ...~J '13~...:c.,..~,'~..::,',~..:day o{:/.f~,::,191':.. ","""'{JQ~~..'"~ •-"0.0:Notary Public.Claysvllfe,'Qashingtorr~-.~' Having been duly sworn according to law,I do ~'eby certify "that the above appraisement is made in conformity with iaw on this ...................;t~.d ......dayOf ........~........~......D'~9.~J.,_'·······~/~;·~~·~·~~~i~;···· In the event that any futui'e intel'est in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after the expiration of any estate for life 01'for years,.the Commonwealth hel'eby expressly reserves the right to appraise'and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest.. REPORT OF ~RISTER WILL~j I,the undersigned duly elected Register of Wills in and for.............~.County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts c a'-deponent as 0 ose items where a greater or lesser amount is set fort~in the last column to the right in said schedule above,which greater es alount re esen~s.ihesum allowed as a dedu~ion. Dated:.,.~MAR.2,6..197~.RUS.SE~L.M.~r.m.~........~.\\~.Register of Wills ' .'f r ,.EstimatedJointlyHeldProperty."'Value,...... WnNw... - ,.. r " .,, ".."" "...... .,~ - NONE' Transfel'swithin TWO YEARS Prior to Death NONE.!.,.r- t c .~ ,_.-r ,. ~.~"l' NONE. That at the time ,of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of ihe 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 'Mf\1\112 - BENEFICIARIES .RELATIONSHIP '.:BE~EFICIARIES AND ADDRESSES '(If step-children or (Stau!full names of all and their addresses who have illegitimate childrenaninterest,vested,contingent orotherwise,in estate.)are involved,set t forth this fact.) SURVIVED AGE OF LIFEDECEDENT··TENANTS OR INTEREST OF STATE YES ANNUITANTS BENEFICIARY OR NO f ~1flEiT:N~:r IN ESTATE 4 T.T.llllT L ...A H;H''Y ... 207 W.2h.th St. GEORG IA JEAN GtiANi'Daughter ~es N.Y••N.Y.10011 IR.n ,1 BBX 12 Clavsvi1le.Penna. -iS~H~I~R~LEY~~;f~O~A~NL-!!HAR~T~Z~EL~LL-__-+--,DM!,a:~LUi~l2~lh~t~e~r---.:,:~,1~~e~'s:...,.·-':"·'·~"k~----4IlIRla..D..LD,bb,'_,..J1dUlflalSab,h.1.Q1,~m, '.C'":"'',""",Pennsylvania Form No.RCC-62 (4·71)THIS FORK REQUIRED IN ALL ESTATES WITH GROElS ASSETS UNDER '10,000,UNDER SECTION 701 OF ACT OF Jt1NE ill,1881,I EFl"ECTIVE JANUARY 1.1982.(PILE IN DUPUCATE WITH COPY OP'WILL ATTACHED)/ '.:;'(0'~3-~'i-/Lffg OFFICE OF THE REGISTER OF WILLS County of WASa;r,lf~TQW . ....~BORC1J:A .JBA:N.~aA1f1'..'...................of R.D .1.•..C~ays.llille •..Penns~~Va.n1L . (Name)(Addreu) being duly .according to law,depose's and says thaflhe is the .Exe_c_ut.ru-----.---. _(Exec.~,) of the estate of..GEORGE J.:...__.NEELY whose last residence wasR..D.J.~--.Clays-v ..J-l.er--P-erma..--.-(No.>~lreel) ----------------.deceased,and that the whole of the estate of said decedent,who died _.N03l'_Ann_er..__J.2.1968 (CitY.Borough or Township)'-male) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, .WHERE PROPERTY HELD AS JOINT TENANT.OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate ALL thG)se fOlD"aeY''tain lots of 4 in 'the .... Estimated Value Leonard Plan s1tuate in'IDone2al Townshina WA~h" PennsYlvania.beina Lots NGs.1-2-3 '&lL.No ~ ....C ,....... V/I+-' /~t:\n°t\n Personal Property &:Trust ComnanVa C18,vsv1118 01'1'1('18 C1AVAV111A J oJ --------- t' NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in..which the account is registered. Fonn RCG-2' 1>--",.". •.DEPARTMENT 'OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 .'. COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT MARCH 26,1973DATE : . NTY WASHINGTONCOU . FILE NO §?:?.~=~4.~.~_.._ . .GEORGE J.NEELY CLAYSVILLEWhereas,:late of . in the County of W~~~~.~~~9.~Commonwealth of Pennsylvania,having died on the :l?.t.b.:day of N9:Y§~~~t........................................19 ~~..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,:..mp.:W:Q.§;J;,an appraiser duly appointed according to law. having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. : Unit AppralaementDeaorlptlonofAnotValueaMadeforInheritance Tax PurpOlel REAL ESTATE $ .'- SEE COpy OF APPRAISENENT ATTACHED 200•Po • PERSONAL --~- SEE COPY OF APPRAI SENENT 245.~1 TOTAL 446.p.J.. ESTATE INSOLVENT .."~.-j j ...:.;i .. • . •: form~~V~fhb~~:l:h~w~~~~~~~~.~.~o~~bo~"~fi;~'iI£~;~: .......C.K/,;:.-.····,r···························.~ WASHINGTON.. County , I RESIDENT INHERITANCE TAX APPRAISEMENT Estate of GEORGE NEELYL .Deceased. Late of CLAYSVILLE Date of Death,~9.YE.;~..:~.?l ..)~:9..~?. Appraisemellt Docket Vol ..3.7-,. Page,:!?3..::?:N o..~?.~.9.~~J:.4.~~. Filed in Register's Office,..~.9.~?§.L 19 n.. A11WUnt of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f1'om Appraisement,. Entered and charged,. I . \It ;;, ~--------------------------------- .~" j.t RCC-39 (5-68l COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY FILE NO.63-68-1488 (Initial)(First Name) f NEELY,GEORGE J.11 12 68Estate0DATEOFDEATH-- (Last Name) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of W_A_S_H_I_N_G_T_O_N _ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E". FRED TOSI INHERITANCE TAX APPRAISER MARCH 26,1973Dated:-------'-------- REPORT OF THE REGISTER OF WILLS ~~ I,the undersigned duly elected Register of Wills in and for WASHINGTON County,Pennsylvania,do respect- fully report that I have allowed deductions in the amountS claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",;V--hidi g~eater,or lesser amount represents the sum allowed ..a deductioo.r \ Dated:'MAR 26 1973 RUSSELL MARINO .~\~ -..-RE\PISTER OF WILLS VALUE AS REAPPRAISED $--------+---200.00 245.51 440;.51 2,.100.50 VEN'Il VALUE AS APPRAISED $ OL $~00 21..I).1)1 445.51 2,100 50 ESTATl ~INS VALUE AS WORTEDINVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $--;__2% Tax on $@) Tax on $5% Tax on $10% Tax on $ru%lExemPtions========F==~Total Estate --l-__ TOTAL TAX COMPUTATION OF TAX $--------4--- $--------1--- $-------1-- $-------+-- $--------+--- $L--_ (*)As evidenced by Charitable .Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :------'c $======L=== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $--------1 AMOUNT OF ESTATE TAX ASSESSED $----~L- Estate tax paid $-Jl- BALANCE DUE $---_~~ Add interest at rate of 6%from ~ ------(tIO-----$-----~, TOTAL TAX BALANCE $-----~PAID $....J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with shon explanation. Will l Administration ~No.. . IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF GEORGE J•.NEELY Deceased Late of ....CLAYSVIIJ.E County of .WASHINGTON Commonwealt~of Pennsylvania REPORT AND APPRAISAL ~ -f \"f.... , ..',-' .v:,-·...=oi ........' ....,..,. RCC-BI (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT tGEORGDl JEAN GRAN'll' (Executor or Administrator) In Re:'Estate of GEORGE J.NEELY IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division ~"J:c::...:'A-=-SHc.;;:I.:..:..N-=-GT:::--O:..:.N.:--County -File No._--==63:.....--=6~8---=l=:..#8=-8 _ Dear MRS.GRAN'll': '0RIGINALYouareherebynotifiedthatthe--:-:---~::---------,...--- appraisement in the estate of GEORGE J,.,NEELY(- has been filed in the office of the Register of Wills of_---!w:.!.£A..."S"-'H""IcuNG~rT"'_lO~N~_ County on MARCH 2'6,,19a,Said appraisement reflects the following valuations: Re.al Estate -,2=",0.,.-;;0;:-;.--;;00=--_ PersonaI Property__....:.24OJ..:.:,=-J·:..:5....:.1=-------'__ Transfers ---,...__~---------'-- Jointly Owned --;,........"'""""..---~__ TotaI 44....:.·,:..:....55_·•....:.5J1 -..:..~__ As to such tax that is paid within three months from date of death,a five (5%) percent discount is allowable.As to any tax that remains unpaid after nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an a praisement may appeal therefrom as provided by law. Date <:-)'r-':<(;.~7.3 I Title _~~~""""'=""""'~~~.J,...e::.=--_ DATE OF DEATH:NOVEMBER la~1968 Note:This is not a bill. ESTAnE INSOLVEN~ •