HomeMy WebLinkAboutOC1969-0273 - ESTATE OF BELL-------,-----_.
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate FO/'
LLOYD H.BELLEstateof_.._.._---.---.-------.--
Deceased'
N 63-69-2730..__..__._____.__ .
Fiduciary.._~~~.Y.~~_:...~.~~J.~_..~?;.:..L.~P:~.._..._
........~9.!..~?~...~.~~~~.~~.?.._..~~.~~.~~~.!.~.,
Date of Date of
Decedent's death .f.~.1?·..~J.?.,_..J9..~9._ ___._--.Grant of Letters _..~?:.<?~~.L.~.~_~~__.__.._.__._.
This is the f.J~.$.t.._~._f;i,.n~.L_..: _ _account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term.._....::'__.=:...::...::._.~_...._.
Election to take
Under or )KQootKwill.(cross out one)
Date Election Place of;
Filed ..p.~.c.~.L.1.9.9.9....Record ._f~~.~~~_r.9.:.~·
Name of surviving spouse._..__~_~Y.~.:~~_~_~__.__._......_.._..__._.._..__..__.
List issue,where material:
Lloyd H.Bell,Jr.-son
Gordon Lee Bell -son
Did decedent marry after execution of will?(indicate)m.No.Any children born after execution of will?(indicate)
~No.If answer yes,name them.._._____.._.__.__..____....___..__. . ,
Legatees Relationship Interest Fiduciary,if deceased or not sui juris
Lloyd H.Bell,Jr.
Gordon Lee Bell
Mary B.Bell
son
son
wife
~into in decedent's
share in partnership of
C.S.Bell-&Sons,and
in real estate
~into in decedent's
share in partnership of
C.S.Bell &Sons,and
in real estate
Residue
List,if exceptions to above:
None
If partial intestacy,give facts:
None
Adeemed:Revoked:Lapsed:Abated:Give Cause:
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 N.Q.v.~mp..e.t'Q.)..J 9.Q.9 _ .
Is estate subject to the filing of a Federal Estate Tax Return?¥.~.~,.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.1.,.80-0_.00 .
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 eire 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:
Petitioners have advanced funds to pay decedent's debts and administratiqn
expenses,in order to preserve the assets of the partnersliip of C.S.Bell &
Sons and the real estate,which they have elected to take,in kind,at the
appraised value thereof.
There is no residue to be awarded to Mary B.Bell,wife of testator,
who has,nevertheless,elected to take under decedent's Will.
Balance for distribution per:account,
Itemize any additional debits not shown by account:
Total additional debits (Add)
Itemize any additional credits not shown by account:
Clerk of 0 .,C.":'Filing Widow's Election
Recorder _Recording II,II
Notary Fee -Ack.on 11 "
Total additional credi.ts (Subtract)
Balance for distribution
$2.50
7.50
1.00
$.~J-'-?}~??.
$...None--------------.
$..11.•.0.Q .
$~J,.:??~.~.g._?.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
PERSONALTY
1/2 into in Partnership -C.S.Bell &Sons -app.at $30,130.21
Real Estate
Undivided 1/2 into in lot of ground situate in
Second Ward,Washington,Pa.,on which are erected
a dwelling known as 245 Donnan Ave.,shop,garage,etc.-app.at 5,500.00
I "..~_'~
r----~---"-.-------_,.,
4
If Family Exemption claimed by Petition,give place of Record:_ __ .
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.
Mary B.Bell,wife
List any advancement or distribution on account that has been made,and nature and amount of same:
None
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
Lloyd H.Bell,Jr.,son 1/2 of decedent's interest in
partnership known as C.S.Bell &
Sons,and in real estate located
at 245 Donnan Ave.,Washington,Pa.
(per Election attached)
Gordon Lee Bell,son 1/2 of decedent's interest in
partnership known as C.S.Bell &
Sons,and in real estate located
at 245 Donnan Ave.,Washington,Pa.
(per Election attached)
Mary B.Bell,wife Residue
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
And your petitioner will ever pray,etc.
YF .fl)t,)J~.9.~-?f..~.
.~~.L~.
being duly JH~Q;t;");'L doth depose and say
that the facts set forth in the foregoing petition are true
to the best of..th.e.ir _knowledge and belief.
......._•$.W9.:P::1..__to and subscribed before
me this S.--a,_daY-=Of..:_..D.e.C.e.mb.e~r 19.6.9..r:!dv f),
Signature of Officer-:;tl{~..¢..,........~
Title of Officer ~~.t:.~~!.X~!?~~~.Washington,Washington County,Pennsylvania
Office expi res A..P.;t;"Jl..J.,l9.7..f .
,
'.
No.63-69-273
Estate of,..."..",!:',~~~~",~·BELL,.......-__.~\ I...."'>'
L.....
t·,
I
l:.
Deceased
FiduciarY,.....~~9,Y.~",~,:...~~~,!L"~E:.."~,.,,,,
and Gordon"Lee Bell,····,·····,······,,·,,,····,···,,,,···,,,Exe,ciit'orEi"""
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:po rag raph b-c;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 appraisel!lent.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of Iiens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind..
1O.Copy of FederaI Estate Tax return if es-
tate is subject thereto.
Alexander Mcrlvaine
Attorney
~2
'Vd "0 Q N018N IHSV!~
SllL¥\.::10 H::.uS103H
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'a '-:J 1 "~J ..::1
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'.1'-:),·.1,......'10..',.".'
to •'.~
November 6,1969
Mrs.Mary B.Bell
474 Franklin Farms Road
Washington,Pennsylvania 15301
Please be advised that Lloyd H.Bell,Jr.,and Gordon
Lee Bell,Executors of the Estate of LLOYD H.BELL,deceased,
have filed their First &Final Account to No.63-69·273 in
the Orphans'Court Division,Court of Common Pleas of Wash-
ington County,Pennsylvania,and the same will be called for
audit on Wednesday,December 10,1969,at 10:00 o'clock A.M.,
in the Orphans'Court Room,Court House,Washington,Penn-
sylvania,at '\.mich time you may appear and be heard,if you
so desire.
IN RE:Estate of LLOYD H.BELL,dec'd.Dear Mrs.Bell:
Very truly yours,
/S/Alexander McIlvaine -Attorney for Estate of
LLOYD H.BELL,deceased
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:
Estate of
LLOYD H.BELL,
Deceased
)
)
)
)
)
)
)
No.63-69-273
I .
E L E C T ION
We,LLOYD H.BELL,JR.,and GORDON LEE BELL,hereby elect
to take,in equal shares,the following assets in the above
Estate,in kind:
(1)1/2 interest in Partnership
C.S.Bell &Sonsapp.at $30,130.21
(2)Undivided 1/2 interest in lot of
ground situate in Second Ward,
Washington,Washington County,
Pa.,on which are erected a dwell-
ing known as 245 Donnan Avenue,
shop,garage,etc.app.at .5,500.00
Lloy H.Bell,Jr.
~~~J1~=.Gor~ee Bell
C!!nmmouwra1t4 nf 'ruusyluauia.t ss:
DIIas4iugtnu C!!nuttty.~
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
on the 4th day of March A.D.19 69 ,before me,
Russell Marino ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
L LOY D H.BEL L
late of North Franklin Township,in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed ),was duly admitted to probate;and
LLOYD H.BELL,JR.and GORDON LEE BELL
the Executors in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
LLOYD H.BELL ,JR.and GORDON LEE BELL
committing unto the m the administration of all and singubr the goods and
chattels,rights and credits,which were of said deceased,and requiring the m
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,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 f 0 u r t h
qayof Mar c h in t;he year of our Lord one thousand
nine hundred and six t y -n i n e.
JL}~/?'..........................................................~L,I....~........
Register
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LAST WILL ~D TESTAMENT
I,LLOYD H.BELL,a resident of 474.Franklin Farms
and other death taxes,payable because of my death,with respect
Sons,245 Donnan Avenue,Washington,Pennsylvania,which shall
do hereby.make,publish and declare this my Last Will and
include the real estate,stock,equipment,machinery,tools,
I further direct that all federal,estate
I direct that all my just debts and funeral
. I give,devise and bequeath to my two sons,
FIRST:
SECOND:
date of my decease.
money in the bank or cash money owned by said partnership at the
Testament,hereby revoking any and all Wills.by me heretofore
convenient.
made.
my undivided interest in the partnership known as C.S.Bell &
:1 Road;,North Franklin Township,Washington County,Pennsylvania,
ifI'Itil being of sound and disposing mind and memory and understanding,Ii
:\II
l\I!jl
IIdII
it,jn"II\l
1I expenses be paid as soon after my decease as may be found
j'IIp
1i
'II,
II""l!
HII Lloyd H.Bell,Jr.and Gordon Lee Bell,in equal shares,all of
1j
I,
ii.II
'1i!"Hii
IIIi
HII"
11
H!ili to my undivided interest in the partnership hereinabove referred
"Z
~!Cto,shall be paid by my sons,Lloyd H.Be,ll,Jr.and Gordon Lee
Bell.
THIRD:In the event either of my sons,Lloyd H.Bell,b
Jr.and Gordon Lee Bell,should predecease me,all of my
undivided interest in the partnership referred to in the p=eced-
ing paragraph shall pass to the survivor thereof.In the event
:;both of my sons should predecease me,my undivided interest in
;the partnership of C.S.Bell &Sons,I give,devise and bequeath
d
to my wife,Mary B.Bell•In the event of either of the contin-
.'gencies aforementioned,the provision as to the payment of taxes
l ",
IIIT
FOURTH:
!,
l't,
ii:;shall apply.
i!
'II,
I',II
All the rest"residue and remainder of roy
::estate,both real,personal and mixed,I give,devise arid bequeath
IIII
H to my wife;Mary B.Bell.In the eveu't,however,my wife,Hary
;j
]1 )i:B.Bell,should predecease me,or die within ninety (90 days
I't ~
II from the date of my death,I give,devise and bequeath all of my
1\
;1 property to my two sons,Lloyd H.Bell,Jr.and Gordon Lee Bell,hilIi or the survivor of them.n
il:1I!FIFTH:In the event my wife and two sons hereinbefore
I
!'">l
'1 mentioned should all predecease me,I give,devise and bequeath
1,
iiI!my entire estate to Barbara Lee Bell,wife of Gordon Lee Bell,.
':I',I
j:and her daughters,Kimber Lee Bell and Karen Lee Bell,or the
j;
I:survivors of t1em,share and share alike.
II
i
III
I
"I':1,iIiI:
SIXTH:I nominate,constitute and appoint my sons,
~Lloyd Ho Bell,Jr.and Gordon Lee Bell,as Executors of this:,
::my Last Will and Testament,and I direct that they shall not be
q
"required to enter security in any jurisdiction in which they
Ii
"'::~may act.Ii
II11 IN WIWESS WHEREOF I have se,t my hand and seal to
;:my Last Will and Testament,thiS~j./daYof iL.-2
,i >1 V'i;1965.
this
,
'.
Signed,sealed,published and declared by LLOYD H.BELL,
the above named testator,as and for his Last Will and Testament,
in the presence of us,who at his request,in his presence,and
in the presence of each other,all being present at the same time,
have hereunto subscribed our names as witnesses.
.'.~,
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..
jL,~,;..·"'~-2-
',,;,
~3 ~~r-;).73
i\ffi~uuit (@f 1fxrrutnr (@r i\~mini!itrutnr
~tutt of 'ttttt5ylnuttiu,t lili:
C!tOUttty of BU5lTtttgtOtt ~
Personally before me,the undersigned authority,a ~.~.~~.Ey.~~.'!?.!J.~in and for said
County and State,appeared......~1.Qx.p...J!.:.....~.~.~!t..s J.~..~~9.g....g.QJW.Q~....~r::.~L.~.~~~,being duly
sworn according to law,deposes and says that the y ,fthe executOl$KX~rof the estate of
........~J:!9.Xp.~.~~~.~~deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of bJ:!9..¥.P.!!.~~.~.~b ,
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 dea ,ased upon a just appraisement of each
item made by the above named ExecutorS ~Xliuist:mmx.)::/&LP~
Sworn and subscribed before me this.......1..7.....ff..
.'(H:a:f'~·..·
Wash1ugtOQ Wqsh.ECo t~-'...a 1 ~:YDDT..TIONAL INSTRUCTIONS~y ~~mm1ss1on xp.A r1 ,~~7Z .1.An inventory must e filed wIthin three months after appointment of personal representatIve.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $59,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.-
REFERENCE FOR ADDITIONAL COpy
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
lJuurutnry au~l\pprai.armrut of the goods and chattels,rights and credits which
were of ~bQX.P.!!.~~.~b~late of ~9..;:.~h ¥..;:.~.P.-.~.!.!!':!9..~.~.h.!p...
Washington County,Pa.,taken and made in conformity with the abOlJe affidavit.
J
PERSONALTY
DOLLARS CENTS
Checking Account -Mellon National Bank"&Trust Co.
1/2 interest in Partnership -C.S.Bell &Sons
Total Personalty •••••••••
REAL ESTATE
Undivided 1/2 interest in lot of ground situate in
Second Ward,Washington,Washington County,Pa.,on
which are erected a dwelling known as 245 Donnan Ave.,
shop,garage,etc.(See Will Book 60,page 521;
384 84
30.130 21
30,515 05
Deed Book 336,page 306;and Will Book 101,page 231)5.500 00
TOTAL ESTATE •••••.•••••36,015 05
:JYbb
~a~fe'1-:1,J3
Inventory and Appraisement
IN THE ESTATE OF
LLOYD H.BELL.........................................................................".
Deceased
Filed Q~J;:;9.J.?.~!",19 9..9...
:II:;::0c",.1"'J:D~.<1'>.C:_7Z'";:':;V7 (n
0;;j-"'1 ..;;1Q=t)I~o -
,~.,,~P ::,::l!Jo.•-...::0-.f""oo-.~,...,~r-v,O
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J)lif2{)~k 31 V 00_2 3 7 R.-
The First &Final Account of Lloyd H.Bell,Jr.,and
Gordon Lee Bell,Executors of the Estate of LLOYD H.BELL,de-
ceased,late of North Franklin Township,Washington County,Penn-
sylvania.
The Accountants are charged as follows:
To amount of Inventory &Appraisement $36,015.05
Total Assets of Estate $36,015.05
Total Credits Claimed 4,480.80
Balance Due Estate.31,534.25
r
The Accountants claim credits out of the assets of said
Estate,as follows:
-----------------------------------------------------------------
Russell Marino,Reg.
Observer Pub.Co.
Wash.County Reports
Russell Marino,Reg.
Mary L.Francis
Washington Hospital
Dr.Grant E.Hess
Dr.Lowell G.Lubic
Wm.G.Neal Funeral Home
Kurtz Monument Co.
Alexander McIlvaine
Russel~Marino,Reg.
Letters Testamentary
Executors'Notice
Executors'Notice
Filing Inventory
Notary Fees
Hospital bill
Doctor bill
Doctor bill
Funeral expenses
Monument
Attorney's fee
Filing Account
Total credits ..•..
$21.50
14.00
14.00
3.00
5.00
400.30
70.00
25.00
1,702.00
110.00
2,100.00
16.00
4,480.80
'N.26752
Observer -Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the News,paper Advertising Act of 16 May,1929,
P.L.1784,as amended.
Commonwealth of Pennsylvania,County of Washington,88:.
Personally appeaI'ed before me,a Notary Public in and for said County
and State,J..a.me..S s...•.....~Y_.QJL ,who being duly sworn
according to law,deposes and says that he is the _.P..x.......Y.i.c..e.:':'.p.,r.e..S...
of the Obs1erver Publishing Company,a 1"enns,ylvania corpo,ration,and its
agent in this behalf;that the said Company is the owner and publisher of
the Observer-Reporter,succ'essor to The Washington Observer,established
Septemberr 18,1871,and The Washington Reporter,established August 15,
1808,a daily news'paprer of general circulation,printed and published and
having its place of busines's at Washington,Washington County,Pennsyl-
vania,where it or its predecessors have been established and published
continuous'1y for more than six months,prior to the publication of the notice
hereto attached;thaJt 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 Obs1erver-Reporter in
its regular editions on the following date or dates;__.
........................M~I.~.h JQ..~J.7.~.~g ?4..!..~.9..!?.9.__.
that neither the affiant nOT the Observer Publishing Company is interested .
in the subject matter of said notice or advertising and ...tha~all :the aUega-'.
tions'of this affidavit as to:;Jhetim place and ch~cte publication •
are true.~.Licec.t t C-d'.t L-----................--······..··..····1·----
Sworn to and subscribed before me t~~~....day of....M.a.r..c.b__..19.69'7/L1Jq!;,~,~'lie
V!i·S:::.'.c.';,;,.S:-HUGTCN C UNTY
r,.Yt,O;vii.;iSSION EXPIRES MAY 6.1972
Washington County Reports'
63 SOUTH MAIN STREET
WashingtOD,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 011 PENNSYLVANIA (SS.
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,publisbed 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 COVNTY
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:
............Mar.cb ~3.,20,2'J..,.196.<;l .
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
'M,,fHd,~i,71/f'urn"p''''"dP"Vbli"';OO ,re u",~..M.tJ ~."';;;:';''':''''''~.''''~,.Editor
Sworn to a sWscribed before me this .-'!,Y '("~.,.
...2'J..th;lay of...~.Mar.cb.,196..9....'...•"~,';.'t:).":~
.........i...~,~.L..ri ..h .d.~..
.otary Public
KATHERINE.C.YARD,No y Public
Washington,Washington Co.,Pa.
My Cern mission Expil'lls
November 1,1969
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.
• • • • •• •• • •• • • • • • •
I
--r
BELL,LLOYD H.,Dec'd.•
.Late of North Franklin Township,:
Washington County,Penna.IExecutors:Lloyd H.Bell,Jr"175
Woodside Dr.,Washington,Pa.15301,Gordon Lee Bell,Deerfield Rd.R.D.i
#6,Washington,Pa.15301'Attorney:Alexander McIlvaine,33 W ..
Beau St.,Washington,Pa.15301 :
\,
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~55:
The within named AccountantS being duly sworn according to law,depose and say that the above account
as stated is true and correct as ..~h.~y.verily believe,
Sworn and subscribed before me thiS .J-.1..~..
day of __.Q.~!;~_1?~_~19__~~_.
~/!~~"
Was hin~~~-~-:···~~·~~-~:~~~r·g~~~~~~·c~~~~·~·:·
My Commission Expires April 1,1972
Wa'shington County,ss:
_____~Ll.~.--------
.~---~----~------------
I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
prescribed by Statute and Rule of Court,as evidenced by proofs
thereof filed to No,..._b3-::_~_r~$Z~,
Wit ss my hand and official seal thiS ;;{~_~_
day 01..._____-----::-:::-___--:--:-~~r-
Register of Wills
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The Court is respectfu lIy requested to de't:ermine
proper distributio~in this estate,~\
r:L.,.?in~_~,.~IF"),~
Counsel for Accountant
lin tl1t ODrpl1ana1J (ttnurt nf lIaaqtngtnn <tInuntl1
In the matter of the Audit of Account in
j
Estate of__--=L=L=O-=Y=D~H"_'.'____'B=E=L=L~,1
Deceased
TO THE AUDITING JUDGE:
No.63-6.9_-_2_7_3 ,19__•A.A.
my AccountantsEnter~,appear'a.nce for _
10th day of__--=D=-e=c-=e=m=b:....;e:::..:r=---•19_6_9_
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.
en
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No.63-{)9-273 .19__•A.A.
In ra Audit of Account in Estate of
LLOYD H.BELL,
Deceased
AUDIT
'rntript for .Apptnranrr
FOR
Accountants
Alexander McIlvaine
Attorney
~9
'.
In t4t C!!nurt uf C!!ummun 'lens uf IInsl1ingtnn C!!unnty,
Jfennsyl~nnin,®rp~nns'C!!uurt l1inisinn
ESTATE OF N 63-69-273o.__....=-::::-...::~....=....!~_
Lloyd H.Bell,In the matter of thec.._.....F....il>.lr.....siWt.e......£au.n~dIo.--..Q,.F.....i.....n.....B....l_
deceased.Account of Gordon Lee Bell &Lloyd
H.Bell ,Jr.t Executors
ADJUDICATION AND DECREE
11,00Additionalcreditaskedataudit
SCHEDULE OF DISTRIBUTION
Balance'_
Balance per account _
And now ,Ia0I18ry·/~,19-10-,this matter came on f~r heari.ng,
audit and distribution at this session and testimony'tQk;n;and thereupon,upon due consideratIOn
thereof the balanc~for d~stribution in the hands of the Ac.countant.is deter"'!ir:ed to be
$31,23.2 and the account is accordingly confirmed;and It IS ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with .the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be flied
sec.reg.or an appeal be taken herefrom sec.leg.
Russell Marino;Clerk O.C.,costs in
real estate to Recorder,
Deduct Clerk's Costs &ReceiPts,1
Attomey__A_l_e_x_an_d_e_r_M_c_I_l_v_8_in_e _
certifYin~
$31,478.75
John D.Woodward,Recorder,costs recording cer
tification of real estate and registering same
Russell Marino,Agent,transfer inheritance tax
Gordon Lee Bell,son,an undivided 1/2 interest
in decedents undivided 1/2 interest in a partn~r
ship known as C.S.Bell &Sons,and in real
estate as hereinbelow described,held in kind
and distributed as such at the appraised value
per election filed,7815.10
No balance
REAL ESTATE TO BE CERTIFIED TO THE RECORDER 01:<'1tlASHINl TON COUNTY
BY THE CLERK OF THE ORPHANS'COURT DIVISION
Lloyd H.Bell,devisor,to Gordon Lee Bell,d~visee 0 an undivided
.-
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1/2 interest;to Lloyd H.Bell,Jr.,devisee of an undi ided 1/2 interest;
each undivided interest being in and to all the 'right,itle and undivid-
edl/2 interest of decedent in parcel of real es ate des ribed as,VIZ:
ALL those two certain lots of ground situate in the econd Ward of the
City of Washington (formerly Borough of Washin ton ),v8shington County,
Pennsylvania,and designated as Lots Nos.163 a d 164 i a plan of lots
called rtAllison &Co.ts Addition to Washingtontl
Said Lot No.164 is bounded on the North by ot No.65 in said Plan;
on the South by Lot No.163 in said Plan;on East b Donnan Avenue;
.and on the West bya 20-foot alley;being 50 fe t in fr
!:
said Donnan
Avenue,and extending back l50'feet of the same uniform width of 50 feet
io said 20-foot alley.
Said Lot No.163 is bounded.on the North by
on the South by Orchard Alley;on the
West by a 20-foot alley;bei~g 11.1 feet in
and extending back 150 feet to said 20-foot
width on said alley.
ot No.~64 in said Plan;
nnan Av1nu6;and on the
t on saod Donnan Avenue,
y,bein 8.10 feet in
SUBJECT to the exceptions,reservations,etc,as ar contained in
deeds in the chain of title.
BEING the same premises as devised by Cassiu S.Bel to Ralph L.Bell,
Lloyd H.Bell,Frank R.Bell and Harry A.Bell y his W 11,of record in
the Register's Office of Washington County,Pen sylvani ,in Will Book
60,page 521.AND the said Frank R.Bell,et .,conv yed all his in-
terest in said premises to Ralph L.Bell,Lloyd H.Bell and Harry A.Bell
by deed dated November 2,1953,and of record the Re order's Offiec of
Washington County,Pennsylvania,in Deed Book 2,pagel169.AND the said
Ralph L.Bell died on January 6,1966,and,by is \o1ill of record in the
Register's Office aforesaid in Will Book 101,p ge 231,he devised all his
interest in said premises to Said Lloyd H.Bell and Har y A.Bell.
CERTIFIED TO RECORDER:FEBRUARY 6,1970
,
"'.,
...
"F'LED;No.'
fa JAN Pl t"'f1 3 r8
In the matter of the
Account of
r
of Estate of
RUSSEll ~ffi;JU'tO
REGfSTER or weu..s
WASHI~mTOfJ co•.?A..
;.
i\bjubirntinn nM itrrtt
';;)\1 ~a
COURT OF COMMON PLEAS OF WASHINGTON OOUNTY,PENNA 1 ~
Form No,282-Notice to Accept under WI1l-ORPHANS'CD URT DIVISIrQ,l\;ale by P.O.Naly Co.,Law Blank PublishersAct1947,P.L.89,as Amended 425 Fourth Avenue,Pittsburgh,Pa.15219
1£lrttiou'tn i\ttrpt uubrr BtlIn!
LLOYD H.BELL,'Deceased.NO.63-69-273
if(uoUl all :!tllru hy tl11'.61'Jrl'.61'ut.6,
the surviving wife
of
MARY B.BELL,
Lloyd H.Bell,deceased,who died Feb.17 A.D.19 69
leaving a Will dated
Register of Wills of
iri Will Book,Vol.'107
June 3,
Washington
Page 335
A.D.1965 ,duly admitted to probate by the
County,Pennsylvania,and recorded in said County
do hereby elect to take under the said Will of
my late husband and hereby accept the estates and interests therein devised and bequeathed
to me,and forever relinquish my right as widow to take against said Will.
]n [(1Jitness Wbeteof,I have hereunto set my hand and seal this 5th
]n tbe lStesettce of
day of December A.D.19 69 .
.........~---_.__~~__._._____..
~_._-g:.._.__._-~~_..__._._-_._------_._.
::::;::e.~I:~;~:~~7~~:~.~ia }$$.
On this 5th day of December A.D.19 69 ,before me the subscriber,
a Notary Public in and for said County and State,and author-
acknowledgments of deeds,personallyizedbylawtotake
MARY B.BELL,
the surviving wife of Lloyd H.Bell,
appeared the above named
late of
North Franklin Township,deceased,being of full age,and acknowledged the
above election to take under the Will of the said Lloyd H.Bell to be h er
act and deed,and desired that the same might be recorded as such.
[(1JitneSSmy hand and official seal the day and year aforesaid.
washi~~~~~~E;·:··p~~~s~nia
My CO~i!?!?JQP.-_.._~~.P.J?;~.~.....2_~.._.b..:-...(g__?_L._.
Notter
flto LLOYD H.BELL,JR.,and GORDON LEE BELL
Execut ors of the Last Will and Testament of LLOYD H.BELL,deceased.
You will please take notice of the above election made by me,record said election in the Recorder's
Office of the said County and file the same in the Office of the Clerk of the Orphans'Court of the Coumty
aforesaid.
..._------------_._._----------------------------_..-.---_._----_._---_._---_._._---
The above notice was delivered to me on this
Execut or of the Estate of LLOYD H.BELL
(See Act April 24,1947,P.L.89,as Amended.)
Deceased.
_t
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II(.."'''''~'-'.•~Ctl til,",-•".~•l§
'"l:l.••-~"69 ...<'"1'..~~i':i ;e:''\::,§DEl};;a~09 Ii . .-n a p'"l 2:48 ci~~J'"'"'"H ...~-.~.'r"I _,.U I 0 .N n.Q I ,.,~_'".,~J _.'0 -~::::"'~JG~lN D.';;0 )O~'iM 0 •~i
",8 is '"~RECoRDER •,.R'IO .<f~::;~!3 .s....\;l.lI!illllGTDIi CD.d'."6~:I;~rrl-r~6'U.'\;'dLLS ~~~\l'.....:':0 -...:x:0''0'~(eGo,'"•00 ...•_••••0 0 tl '"Q ~_,.
'"'"-._;:;><-~~.\J..1'<'"-:::0 ~0 •I •0",......,.,'.".~ri:
-~"'..,.,0 ~'/0 CJI..~-'".\~.......80:.!l ~'",'\'I)::;!3 ~141 ;;:l1'§~~~~0 0 l':8 _l:'"a:;~
-0·a ~L /./u-~o8/
::::::::'::~~:':':':;::::i:.......J Sf.
I,John D.Woodward Recorder of Deeds in and for said County,do hereby
certify that the within election and notice was recorded on the 8th
day of December
fUllflmBook,Vol.3
A.D.19 69 ,in the Recorder's Office in and for said County in
Page 109
Witness my hand and seal of said office t~,:~..::~~,/1fi8~''''
(
'J,J
WASHINGTON
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
Form RCC-33
RESIDENT DECEDENT
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the·
Register of Wills of the County where decedent resided;Return is due within one year after
/date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
the_Jntlerit~nce_an!l.E.~t!ite .T~?C A.ct of lQ!l1.)............................~~~.;~:..::.~~~L.~~:~.::::~~~~:.~}:::UA:~:OF.J~v~~~
(State full name of decedent)
Washington NfMijfjfD~~Late of County
.PENNSYLVANIA::,:.~;~~~;~~~--:::~~-~::_=}'"
LLOYD H.BELL JR. and GORDON LEE BELL..........................................................................................,..
:a1IimiHWCaiX of the estate of the above-named decedent being duly sworn.depose and say
...............................Executor S
Decedent·died .¥..~P..~C:1:1:::y..lZ
(Month)
(lJay)19..(.~~){~~eaVing a last will,copy of which is hereto attached.J
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
............A!\J~~C:1~~~:l:::J:1:~~:L:yC:1~~.~.,A~J;q:l:::~.~.Y ..
33\oj'.)~ea\l~tJ;~~t,\oj'C:1!;1:l~~gtC?~L Pa..J?}Q1.......
That as such ~.e.!?.~gJ;;9.!:.§deponent is familiar with the affairs of said estate and the property con-
(Executor·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_D~CEDENT
First National Bank and Trust Co Llovd H Bell
Washington,Pa.Marv B.Bell wifp
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 b,ereto 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
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,.savings banks,trust companies,or other institutions,whether individually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of saVingS banks,and to the date of decedent's death
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligatior.s,whether by statute o~agreement they
are designated as tax free,of.the United States,or any state,or political subdivision thereof,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,carriage~,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated
market value thereof;all bonds and mortga~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 polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
,
..
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 therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers~In .the case.of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached j;o the schedule a cOllY
of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at,decedent's death by
virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another,
with a copy of th~instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all .
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together wi~h 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,plils the nll.me;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 unpaid at time of
~.death;taxes accrued.chargeable for period prior to decedent's death (except.those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of coll~teral pledged for obliga-
tions,if any.It is agreed that the fiduciary wt'll present proo.f 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 /...7.:~.~..
....:"~:,day of Q.<:,.~~E.~!.19 §.~.
.........:······{tii;f:"'~···
Washington,Wash gton County,Pa.
My Com.Exp.April 1,1972
~~.._...._..._.
(ExeC1Ltor-~~
175 WQ9..4.§..i.4.~.P.t ::R P..1f..9._._..
(Street Number)
Was h~:r.l.g.~.<?.~.1.~~..~:~~.~P.:.~~g.~~.~.L ~~..~..
(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-S4 '(1·64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTME'NT OF REVENUE.
BUREAU OF COUNTY COLLECTIONS
TRA'NSFER INHERITANCE TAX
RESIDENT DECEDEIiI
SCHEDULE CIA"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth 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 farm 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 "Fit and must not be deducted from this schedule.
Undivided 1/2 interest in lot of ground
situate in Second Ward,City of Washington,
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
Washington County,Fa.,on which are erecte~
a dwelling known as 245 Donnan Ave.,shop,
garage,etc.
(See Will Book 60,page 521;Deed Book 336,
page 306;and Will Book 101,page 231)j{,,')~.~
Insert thi s total opposi te IIreal property",Schedule IIA"in the X X X X X
II As Reported"column on the last page of this return.
:Y':r~.
$5,500.~~
5,500.00
SCHEDULE "n"
PERSONAL PROPERTY
I
RCC-35
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
'.TRANi;)FER INHERITANeE TAX·
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned ,individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".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.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 listed 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 any undistributed
estate or 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.--.....---.---------------------r----.,r-------..,...,--------
Item
No.
1
2
ITEM
List and describe fully
Checking Account -Mellon National Bank ~
Trust Co.
1/2 into in Partnership -C.S.Bell &
Sons
UNIT
VALUE
ESTIMATED
MARKET VALUE
~f-"
$384.84
15/r77f-,J
30,130.21
DEPARTMENT VALUATION
(Do not write in
this space)
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X 30,515.05
RCC-3D
comroi,j"1\'EALTH OF PENNSYL\LANIA.
TIUNSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "c"
TRANSFERS
(1)Did decedent,within two years of death,make any transfer of any material part o.:t:his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)No
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)No
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of 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)__~N~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 enjoyment of or the right to income from the property transferred?
(Answer yes or no)__~N~o~__
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)N~O~__
(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 transferee's prolnise to
pay income to or for the benefit of care of transferor?(Answer yes or no)No
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)__~N~o=-_
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)__
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM
NON E
DESCRIPTION MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"colunm on the last page of this return.NONE
£aMMO~WEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly
with another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule
"A",plus the date and place of record of instrument effecting ves~iture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of Acquisition,Name I Unit
Address and Relationship of Co-Owners,and Place I Value
of Record of Instrument,where Real Estate.!
The following assets were owned by
decedent and MARY B.BELL (wife,
as tenants by the entireties:
percentage Estate
Share Valuation
DEPARTMENT VALUATION
CAUTION~Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
,PERSONALTY
Sav.Acct.
Trust Co.
Save Acct.
of Wash.
Sav.Acct.
Bank
Save Acct.
Trust Co.
-Mellon National Bank &
$6,978.78
-First Fed.S &L Ass'n
$6,732.30
-Pittsburgh National
$6,772.64
-First National Bank &
$418.00
1969 Lincoln Continental Sedan-
$4,500.00
REAL ESTATE.
House and lot situate in North
Franklin Township,Washington County,
Pennsylvania,known as house No.474
Franklin Farms Road $14,400.00
Household Goods $300.00
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.
RCC-37 (12-63)
COM~10r..n'·EALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
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
LLOYD H.BELL,JR.son yes 1/2 ~£tundivided int
175 Woodside Drive in partnership and
Washington,Pa,real estate
GORDON LEE BELL son yes 1/2 of undivided int
Deerfield Rd.-R.D.1#6 in partnership and
Washington,Pa,real estate
MARY B.BELL wife yes Residue
474 Franklin Farms Rd.
Washin2:ton Pa
..
..
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
Will
1~~!No.
P.o<THE
Year 1969............
(Executor-Administrator
must complete "As
Reported"column #1.)
(')....,.-0 ::e..,..,C1l C1l0II:>..,~til ::l til
til til 0....,it'::l .-0..,~..,
II:>til 0><'t:lII:>.-0 C1lC'"..,..,
Cb 0 ~'t:l
trl C1l..,
til .-+
.-+'<II:>.-+C1l
LLOYD H.BELL
Deceased
Late of ....~ortl:1 :F'l::ClIl~.1.~l:l }'()~f;l:1~P.
REPORT AND APPRAISAL
Commonwealth of Pennsylvania
County of VJCl.f;l:1iJ:~g1:()J:1.
~~~~~~
~
~.-::>
·.(...<J:....C),~)0
::~(1:_::c;tv.~:...-·....0 3:~()_.·.,::l
C\()~
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enc:::a::~>=c
W tI)tI).....::
(")(")
?"'?"'?"'n ~~;:;:;:---------
~~~~
·w·-:z :O:VI >:0 ....til:::1 :VI:VI::e_
:CD :......:o.g >-:VI:Oo-
:.:.""'1
:00 ct:VlO~
w:
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VI
~""-~
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:V)
:.:0:
:VI:
~~
~..:.
~~":
/I JJV I,1)0 69.
tl'91'f::J.~.,,'.i
"'Vd "00 1104 f)1ilHSII/d
Sit/A!30 ~31S'{J3~()Nj(t~h 113SSflll
~~
DATE
DEDUCTIONS ALLOWED IN ~
THE SUM OF s7.5Y 'i)/)-
J=l~(-=Z 0
"
STATEMENT OF DEBTS
AND DEDUCTIONS
OFFICe UF n·i!;
REGISTER OF WILLS
AND AGENT OF THE COMMONWEALTH
WASHINGTONOF COUNTY
Form RC ~·IC·
LLOYD H.BELL North Franklin TownshipESTATEOF_..=:===~=-"--===-LATE OF _--.,;,-=-=_-"'-_...;...;..;..:;;;-.;_.:...;;......;...;..;...;;;...;.;;..;;.;;.o_~_
DATE OF FILING APPRAISEMENT --=O~c~t=-=-.__...:1;:.;9~6",,-,,-9__DATS OF DEATH _...:F::..e=b-=r~u==a::.:r::..Y,,---=1..:.7"':'L.-.;1=9..::6..:::9...;...;..;._
DATE NO.OF NAMIL OF PAYEE REMARKS AMOUNTVOUCH,""
Russell Marino,Reg.Letters Testamentary $21 50
Observer Pub.Co.Executors'Notice 14 00
Wash.County Reports Executors'Notice 14 00
Russell Marino,Reg.Filing Inventory 3 00
Marv L.Francis Notarv Fees ~100
Washington Hospital HosPital bill 400 30.
I Dr.Grant E.Hess Doctor bill 70 00
Dr.Lowell G.Lubic Doctor bill 25 00
William G.Neal Funeral Hom I:!Funeral expenses 1,702 00
Kurtz Monument Co.Monument 110 00 -
Alexander McIlvaine Attorney's fee 2.100 00
Russell Marino,Reg.Filing Account 16 00
I Total 4 4RO RO
f1lr AA ,JOL.~/J A £'fA;1'I\/rM;..c'Ct(}
I 0JI.~t-l ~Jp 'tJA~~A _..LIlA ~:AJ If CJ.tJ
I i ~A A l~()II ..-l A --<ill.~()
.~-_._.-\~w C!d J n CiAr.L .O~X-~~/A 1ft.!..."'--/7/Z-"'.
U -.j.---
I
COMMONWEALTH OF PENNSYLVANIA }
WASHINGTON ss:
COUNTY OF
W~LLOYD H.BELL,JR.and GORDON LEE BELL
HEREBY CERTIFY.THAT.TO THE BEaT OF
MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF
AO"'INISTRATION SUBMITTED TO THE ESTATE OF LLOYD H.BELL DECEASED.AS DEDUCTION$FOR
INHERITANCE TAll PURPOSES.
Washington,Wash'gton
My Commission Expires
37-192-2
RCC-Bl (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
GORDON LEE &LLOYD H0 BELL
(Executor~)·
IN YOUR REPLY PLEA8E
REP'IER TO
In Re:Estate of LL_O'-YD--H-o-BEL--L------'----
______W_A_S_H_IN_G_T_O_N County _File Noo 63-69-273
You are hereby notified that the original
appraisement in the estate of Lloyd H.Bell
has been filed in the of.ice of the Register of Wills qf Washington
County on December ]:._,19.6..2..Said appraisement reflects the
following valuations:
Real Estate ..e.5;,.zl..e.5:.,::O:.,::O..:,•..:;O..:;O _
Personal Property ~3,O~I~5~1~5~o~O~5~__
Transfers ---.-....-............-"""'_
Total -~3_6..:.,-O_1.:..5_oO....;5~__
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date D_e_c_em_b_e_r_l~,:....-1...:~~9 _Signed +J,.C::~~~>&&~~----,,~:::::::::::::_'""'M~j ~
Title W.R.CHANEY,APPRAISER
DATE OF DEATH:February 17,1969
Note:This is not a bill.
I
I I.-...
,CC-39 (&-158)..
COM~ONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX SUMMARY
RESIDENT DECEDENT'-.
i~state of BELL,LLOYD H.DATE OF DEATH 2-17-69 FILE NO.63-69-273
(Last Name)(First Name)(lnitial)
REPORT OF INHERITANCE TAX APPRAISER
I
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington ,
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E".
Dated:12-01-69 (LJ·f!.c£...~Q_=~1202-17-69 INHERITANCETAX APPRAIS
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for 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",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
REGISTER OF WILLS
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)$').')00 W $I).'illrr-:JU $
Personal Property (Schedule B)30.515 05 30,515 05
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS 1h 011:\01:\16 011:\01:\
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities ...................$t=t=t=ESTATE TAX ASSESSMENTS $
-
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on $2%$
Tax on $@ $
Tax on $5%$
Tax on $10%$
Tax on $15%$
Exemptions •(*)As evidenced by Charitable
Total Estate I Exemption Certificates issued
TOTAL TAX $by the Secretary of Revenue.
Less tax previously paid $t=BALANCE $
Less 5%of tax if paid within
3 months after death $
BALANCE OF INHERITANCE TAX DUE $t=Add interest at rate of 6%from
to $
AMOUNT OF ESTATE TAX ASSESSED $CEstatetaxpaid$L-BALANCE DUE $
Add interest at rate of 6%from Eto$
TOTAL TAX BALANCE $
PAID $
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
--\--
'---
Will
Administration !No.
IN THE
Year
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
LLOYD H.BELL
Deceased
Late of .
County of
N.FRANKLIN TWP..-.
WASHINGTOO
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
Funn RCC-2
•DEPARTMENT OF REVENUE.
BUREAU OF COUNTY COLLEcTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE p.~.?~~.:~~.'.~.~.§.?..
COUN-TY ~~.~.~..~.~~::, ,
FILE NO ~?::::..~..?:?.7.?.._ .
Whereas,~.~Qyg ~.!fl.~U late of ,~.~X~.~~~.~~~~P..~, .
in the County of W~.~p.~P:g~g.~Commonwealth of Pennsylvania,having died on
the J7 ~h day of ~.~?.~~.Y.19..??,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W~.R.!9..h~~y.,an appraiser duly appointed according to law,
haYing 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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
$
REALTY:
Undivided 1/2 interest in lot of ground situate in
Second Ward,City of Washington,Washington County,
Pa.,on which are erected a dwelling lalOnw as
245 Donnan Ave.,shop,garage,etc.
See Will Book 60.Daf!e 521-Deed Book 336,page
306:and Will Book 101,page 231-5,500 00
PERSONALTY:
Checkirl2.Account -Mellon National Bank &Trust Co.384.84
1/2 int •in Partnership -C.S.Bell &Sons 30.130.21
I 30.515.05 30,515 05
I
36.015 05
I
form~;V~hb~~::ih:.w<>rll·~~t~to~:'~.~o~~~~c~ifC;~~~:~e~s;:i;=..~>~n~~~
AppraIser
CW~iK~~~~;'l,;::.
-
WASHINGTON County
FI 'F'"'/'"'\Lt.Li,
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
",0 J'j1rJ /4fnlt,p~~,~:tft~~J I 9
LLOYD H.BELL
Deceased.
Late of
N.F HA NKLIN TVJP •..............................,.
Date of Death,.:f.~:I:>!..':l"l.I7 ~?'.~.9..?.?.
Appraisemel!t Docket Vol.,3..7 : .
Page,1.92.~.~No 9.~..9.9~?.73...
Filed in Register's OtJice,D.~~~9..~:r.J..:L.19 ~9..
Amount of tax dlle,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo,ut Appraisement,
Appeal j,.om Appraisement,.
Entered and-charged,.
RUsse LL f.)i~rt H~0
flEGISTEt<OF WilLS
WASHINGTON CO.•PA.
~.
•
Form FlCC-60 (11-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
Alexander Me IIvaine
Attorney at Law'
33 West Beau Street
Washington,Pennsylvania
CERTIFICATE
UNDER
REVENUE ACT OF 1926
Date ~.~~~~!.:.~~±~.~..
TO THE UNITED STATES COMMISSIONER OF INTERNAL REVENUE:
Lloyd H..Bell
THIS IS TO C~~TIFY that in the estate of
...................................................................,_--__-_-
Wash1.ngton .late of I '.~II -.....County,PennsylvanIa,
who died _.H !!.~~..!?.!.~~.~_H.______.,no refund of
inheritance taxes has been authorized by the Department and/or by the Board of Finance and
Revenue of this Commonwealth;and that there is no claim now pending for a refund of such
taxes in said estate.
Subject to additional tax,if any,under the Act of May 7,1927,as amended.
Total Tax
Imposed
~
0 1,'-1'
iU :.'~
.J",.r\
I .-1~
'4.....~
.~0LdQ
:--'\0G:~en.....
Amount Paid
In Cash Da&ePald
May 16,1969
Discount
AUowecl
$90.,00
9
SEAL
ee:Russell Maritro
Register of Wills
/)12_,~t2?/~.-
Secretary of Revenue