HomeMy WebLinkAboutOC1969-0350 - ESTATE OF BELL~
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FAMILY AGREEMENT
IN THE ESTATE OF
ELIZABETH M.BELL
WHEREAS,Elizabeth M.Bell died on January 17th,1967 and
by her Last Will and Testament dated August 25th,1927,a copy
of which is attached hereto,bequeathed $200.00 to Winifred Bell
Frederick,$500.00 to William S.Bell and the balance of her
estate to Stanley E.Bell;and
WHEREAS,the Estate of Elizabeth M.Bell consisted solely
of her home,being a parcel of real estate with dwelling situate
thereon located in Carroll Township,Washington County,Pennsyl-
unmarried,A.D.Allen and Sara L.Allen,his wife,vania and described in the deed of D.H.Borland,I to Elizabeth
M.Bell dated September 22,1932,and recorded in the Washington
County Recorder of Deeds Office in Deed Book 588 at page 120;
and
WHEREAS William S.Bell died on March15 ,1928 unmarried,
and without issue,his sole heirs being his mother Elizabeth M.
Bell,his sister Winifred Bell Frederick and his brother Stanley
E.Bell;and
WHEREAS,the parties hereto desire to settle the Estate
of Elizabeth M.Bell by Family Agreement;
NOW THEREFORE,the undersigned with the intent of being
legally bound agree as follows:
1.That the Will of Elizabeth M.Bell shall not be
probated and her Estate shall be settled by this Family Agreement.
2.Stanley E.Bell agrees to pay to Winifred Bell
Frederick the sum of Two Hundred ($200.00)Dollars in cash,the
receipt of which is hereby acknowledged by Winifred Bell Frederick
in settlement of her bequest under this Last Will and Testament of
Elizabeth M.Bell dated August 25th,1927.
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3.Stanley E.Bell shall pay and discharge any debts,
claims or taxes for which the Estate of Elizabeth M.Bell may be
obligated including funeral and burial,administration expenses,
and inheritance and income taxes.
4.Winifred Bell Frederick shall execute,acknowledge an
deliver to Stanley E.Bell a general warranty deed conveying all
of her right,title and interest in the real estate of which
Elizabeth M.Bell died seized being the real estate situate in
Carroll Township above referred to.
5.The parties hereto agree that the provisions of this
agreement shall be in lieu of and complete satisfaction of the
disposition provided for in the Will of Elizabeth M.Bell dated
August 25th,1927.
IN WITNESS WHEREOF,the parties have hereunto set their
hands and seals this .;t(l!day of ~,1968.
- 2 -
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STATE OF PENNSYLVANIA
COUNTY OF WASHINGTON
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dOnt:s';1j:!?~;f.,~,1968,
before me,~~~"the undersigned officer,
personally appeared WINIFRED BELL FREDERICK and STANLEY E.BELL
known to me (or satisfactorily proven)to be the persons whose
names are subscribed to the within FAMILY AGREEMENT,and
acknowledged that they executed the same for the purposes therein
contained.
IN WITNESS WHEREOF,I hereunto set my hand and official
seal.
~hNOtarYP\ibiiIWagton
Washington County,Pennsylvania
My Commission Expires:~~,1/?~9
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No.76,
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WlLL.-The Le~alPublishing Company.Athens.Pa.
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."J.ft 2M.~R~·~dJl.--of ~~~Q
in the County of -d'*eA!JJ •and State ofPennsylva~i~beingofsound
.mind,memory and understanding,do make and publish this my last will and
,,testament,hereby revoking and making void all former wills by me at any time
heretofore made.
I ,.I1.nd first,I direct that myfuneral be conducted in manner corresponding with
my estate and situation in life and that all myjust debts andfuneral expenses be
,fully paid and $atisfied as soon as conveniently be after my decease.
I",.I1.s·to such estate as it hath pleased God to intrust me with,I di~pose of the
same as follows,viz:
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And I hereby nominate,constitute a~dapPoint~~~.~,~..
Execut O"'r"ofthis my last will a,~d tfista71'fe"!tJf)•/Q,_.,
lin 'Wltnu5 'W~U"¢of.I ,I£~~'m f ~the
Testat tFr ,have to this,my will,wldten on one sheet ofpaper,set my hand and
seal,this 2.S'.-#,day of ~A.D.
One Thou/sand Nine flundred and Z~~-,~
.Sitned,sealed,published and-~~;~~~~:-I!ML--e
"c~~~~"v"7Jf.~as and for ~last will and
t tament,in the presence ofus,who have hereunto subscribed our names at ,
~equest as witnesses thereto,in the.presence ofthe said Testa f~and(of each other.
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Form RCC-33
RESIDENT DECEDENT
J...-v.'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF .w.~~.1l,~.l1.gt::g.n...
IMPORTANT:This return must be complete~in qetail and filed in duplicate,with will attached,with the'
Register of Wills of tile CO\jnty where decedent resided;Return is due within one year after
date of death,unless an extension is granted by,the Secretary of ~evenue.(Section 703 of
.,th~,.Inl:teritance_.an~:Estatelax J\ct of 11)91.)
·----·'~::,i;;;!;,~~:;~~:~-c"'o''''Iin'•..•..t·y·..}=:~:B
Late of W.g,s.hipgt.op ....,,.
Administrator
...S.tanley E Bell..,..............................................
of the estate of the above·narqed deCedent being duly sworn,depose and say
~tor
............19.......6.7.......,)testate leaving a last will.copy of which is hereto attached.}"'(i;;;;i (V""r)L-nttl!"'/u~See Family Agreement Attached
Decedent'died J.g,P...JJ.g,ry..J,.]
(Month)
Name and address of attorney or}
other authorized representative to .
whom all correspondence should be
mailed.
GaylQr4W G.r.eenlee,Attorney..at Law.'.
.345 W'asb.:i.pgt:()J:l'Irtlf)t::I3ll.i1d:i.J:lg~W?e;l:1~Ilgt:qIl~:J:>~Iln.s.yJy?pJ?.
That as such ~?f~.~.y..t..Q.!:dep9nent is familiar with the affairs of said estate and the property con-
(Il~xecu tor-AdminiRtrator)
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 follpwing,for the reasons hereinafter set forth:
Th&t Sc.hedule A attached hereto and made part hereof sets forth full v and in"detail all the
real property in the Commonwealth of Pennsrlvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrance~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 ynit.,€d State.s_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 thereof,or of
any foreign countr·y,.~hich.are owned _at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household fur1iture~horses,carriages,automobiles,boats,and any and 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 tber~of,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons fqr 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.
~---------------~
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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,toge.ther w;ith 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"a~swer'-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.IR.the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.Ther'~is also set forth in said
schedul~a,li~t of ~l~property,real ~nd personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either indiVidually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually.or jointly,.bythe will,deed,or other instrument of another,
with a copy of ~he ins~r~ent creati~g s?ch.powe~_at~~ched to ~h~sched~le.
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,andthe 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 unpaid at time of
~..death;taxes accrued charge.able for period prior to decedent's death (except,those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
Subscribei2nd sworn to before me this .
......~y :t J ~d..ay o..fs;k~v.·.·.·..~.·.··.·.·.·.·.·.·.·.·.··.·.·;/.·.·.·.·.·11.99.;.·.·f.
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(Street Number)MiSS M RA J.HARSH,Notary Public
WASHINGTON,WASHINGTON CO••PA.J:3.~~.!:..~.~yy..~.~.~.~.1 ~~!l:~.!?y.1..Y.?P.-.~?.
My Commission expires Jan.11,~/;?6z.,(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 (I-54)
COMMON'WEALTH OF PENNSYLVANIA
DEPART~ENTOF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE uA'"
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 ht"ld by
the de,cedent 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 Commo[1wealth of Pennsylvania should be
described by lot and block number,street and street number,together with
a general description of the property,with a reference to the record of the
conveyance by whi ch 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,acc':ued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
Carroll Township,Washington County,Penna.
Lot and Dwelli~
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(1 )
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
5 0LJ ,'1
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$41:A"':1_J.lJJ"lovV
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(3\/
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
Insert this total opposite ureal property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
$4,000.00
RCC-:35
,COMMONWEALTH OF PENNSYLVANIA
'TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned indiVidually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".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 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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fUlly VALUE MARKEr VALUE (Do not write in
this space),
NONE
Insert this total opposite "Personal Property",Schedule "B"in X X
the "As Reported"column on the last page of this return.
CO\!",IO:'i'l'E\LTH OF PF.NNSYLVAN I A-
I TIUNSFFR INHElUTANCE TAX
RESIDE~T DECEDENT
SCHEDULE "c"
TRANSFERS
(1)Dirt rtecedent,within two years of death,make any transfer of any material part 0.1'his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)~o
(2)Did decedent,wi thin two years of death,transfer property from himself to-h-im-se-I-f-and another or
others (inclurting 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 heal th 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)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 unrter 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 others ----:_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)No
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserverl 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 anrt 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 rtate 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 claimert 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
i
III
II
I
DESCRIPTION MARKET VALUE
(EsUmated)DEPT.VALUATION
(Dept.Only)
[nsert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
RCC..,38
COMMONWEALTH OF PENNSYLVANIA
TnANSl:-l~Il INHERITANCE TAX
ru~SIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
I;';STRrCTIOKS:This schedule must disclose all property,real and personal,owned by the decedent jointly
wi th 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-awners to
the decedent.
Description of Property,Date of Acquisition,Name I Unit percentage Estate
Address and Relationship of Co-Owners,and Place i Value Share Valuation
of Record of Instrument,where Rea!~state.1
u.S.Savings Bond -Series E
Eliaabeth M.Bell,payable on death to
David Bell
Serial Nos.M 20126411 1,325 full 1,325.00
M 20126412 1,325 full 1,325.00
M 20126413 1,325 full 1,325.00
M 20521795 1,325 full 1,325.00
M20521796 1,325 full 1,325.00
Elizabeth M.Bell,payable on death to
Nedeline Bell
Serial Nos.M20126405 1,325 full 1,325.00·
M 20126406 1,325 full 1,325.00
M20126407 ,325 full 1,325.00
M 20126408 1,325 full 1,325.00
M20126409 ,325 full 1,325.00
Elizabeth M.Bell,payable on death to
Winifred Bell Fredericks
Serial Nos.M20126410 1,325 full 1,325.00
14,575.0
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
RCC-37~(12-63),
ClB,t:\fl)~\\'E:\I.Tll OF l'E:'\~~YYl.ANIA
TRANSFER l:'\llEHITAI\l'E TAX
RESIDENT DEL'EDE!'\T
-'.
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP I 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 -...----,,-..~
Stanlev E.Bell ~on Yp~Rp"d,.1".,..."T v
204 Piersol Avenue
Bentleyville,Pennsylvania
Winifred Bell Frederick SteodauQ:hter Yes 1.",o"i-",,,,h.~"'1,..~"..."
",':l,,..,.1 c::!i-R","i-'ouu~"o p.,
David D.Bell Grandson Yes Beneficj ary
Brooklvn.Conn.
1\1",,.1,,,1 .;~",11 ~..,•,..1,f"......~;l_;l..,,,~l-....~...v~~R","",-F';,..';......"
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111 3rd Street Bentlevville Pa
-"7)
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Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
(Executor-Administrator
must complete "As
Reported"column #1.)
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Year
P.\l THE
t No.
Will
Administration
Elizabeth.M....BelL
Deceased
:en.()
'::r':CD:p..C
:~,CD
Late ofGB:rrollJ'C>Yll1El1:li p
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County of w.ash~l1.gton
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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RCC-BI (2-64)
COMMONWEALTH OF PENNSYL VAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
STANIEY E.BELL
(Executor ~.
IN YOUR REPLY PLEADE
REP'ER TO 37-197-3
In He:Estate of ----:E:;;:L=.:I::.:ZAB=:.::E:=T:.::H:-.::.:M~._.;BE=LL=.._
____.....;W;;;,:A:::S..::HING=.:::..:T;.:::O.::,N County -File No.63-69-350
Dear Mr.Bell:
You are hereby notified that the original
appraisement in the estate of Elizabeth M.Bell
has been filed in the office of the Register of Wills qf Washington
County on March 18 ,19M.Said appraisement reflects the
following valuations:
Real Est a.~t~e~~t;===M6:.~5°OZi'JOO~==Jt.He1~U1llediR 14.575.00
Transfers :::'::-~;;;;_:_-=~-_
Total -.,.._.;.:2.=lLl07.;:.:·~5~.;,..;OO;,..;·_
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.
Da te Ma.;:.;....rc_h_l_8..L1_l;;;..9;...6-:.9 _si~ne~L a-.-z e /?rl ,f
Title W.R.CHANEY.CHIEF 'PRAISER
DATE OF DEATH:January 17,1967
Note:This is not a bill.
;"ICC-39 16-67)
'-a..\MONWEALTH OF PENNSYLVANIA,..
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
BElL,ELIZABETH M.
FILE #63-69-350
January 17,1967
SUMMARY
I.the undersigned
#63 Washington
FILE #63-69-350
the real and personal
opposite each item in
m~J'onT OF INHERITANCE TAX IlJlPRAISER
duly appointed Inheritance Tax ~ppraiser in and for the County of
,Pennsylvania,do respectfully report that I have appraised
property as reported in the foregoing return at the values set forth
the last column to the right in Schedules "A","B","C"and "E".
Dated:03-18-69
01-17-67
HVI'OI1T OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Washington
County,Pennsylvania,d'';fl'"tflul.v report that I have allowed deductions in the amounts
claimed b;y deponent,('x('I tS to those i terns where a greater or lesser amount is set forth
in the last column to t 'I~r'lg!lt in Schedule "F",which greater or lesser amount represents
:::e:~"allowed a~:::;'tion.~~~
REGISTER OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$L+,OOO.op~.$6A 500.09_*_INVENTORY
Real Property (Schedule A)
Personal Property U:,";!II,rlule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEA~VALUE OF ESTATE
14,575 !O.CL-
18.575.09_
1,654.6p_
_--=1=61J.920.J.,.,CL_
M:,575·09_
21,075·09_
l,654.6p
19,420.19_
======:=
--------,--
Valuation of life estates or
annuities . . . • . . . .$---
ESTATE TAX ASSESSMENTS
COMPUTATION OF TAX
(::,)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
388.41
$=====:=
$-----
*=====:.*------
TOTAL TAX
Less tax previously paid
BALANCE
Less !')%of tax if paid within
3 months after death
FOR USE OF REGISTER ONLY
Tin:on $.--!')%~
Tax on $._~!!:
Ta.x on ¢'19,420.40 ')4 $'.'._-,
TAx on $Hi':S ~.--,
Exemptions (:;,)
:~Total Estate
3ALANCE OF INHERITANCE TAX DUE ~---------------
Add interest at rate of B%from
to $__~_
AMOUNT OF ESTATE TAX ASSESSED *_
Estate tax paid t,_
BALANCE DUE $_
Add interest at rate of 6%fromto $_
TOTAL TAX BALANCE $_~_
PAID $
FOR USE QF REGISTER QNLY ADJUSTMENTS
NOTE:Where subserruent 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..year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
ELaABETH M.BELL
Deceased
Late of .
County of
CARROLL TWP.
..W.A.Sl:lOOTON .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
..
.,
•DEPARTMENT OF REVENUJ!:
BUItEAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX,
APPRAISEMENT
DATE J1.~.9.h l?,.::+..9..9.9..
COUNTY w.c.L.~J:4.~g!-.~~.
FILE NO §?:.??::?~?.I
Carroll Twp.I t fElizabethMBellWhereas,..........................................................................~..........................................................................aeo ...............................................................................................................
in the County of ..............................!i~~~.~g ..~~.~....................................................................CommonW'ealth of Pennsylvania,having died on
the ............................l..7....tb..................................................day of ..................~~~I7....................................19..?7....,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...........................................w..~.R.!....9.~.~.~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
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxf'urpoles
$
REALTY:
Carroll Townshin.Washinrlon County.Pennsylvania,
Lot and dwilliIUi:6,500 00
JT.HE:D!):
U.S.Savings Bonds ltSeries En held in the names of
Elizabeth M.Ben,payable on death to David Bell 6,625.00
xnnx u.s.Savings Bonds "Series in ,payalbe on
Death to Nedeline Bell.6,625.00
U.S.Savings Bonds "Series E".l:!,;lizabeth M.Bell,
payable on Death to Winifred Bell Fredericks.1.325.00
14.575.00 14,575 00
Tot.A'~,o!lP;00c---
\,
I
.~....-;'r:;
....WA$.H.:r.WQ'J;'Q~..County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ELIZABETH M.BELL.................................................................................................................
Deceased.
Late of
............9.AA~9.g ..'l'WF.'.~.
Date of Death,J..a.nu.ar.y:.17."1967 ..
Appraisemel!t Docket Vol.,37 ..
Page,+.9.7~l No pJ..~.Q9~3.5.Q ..
Filed in Register's Office,~.c::h J..Jt J9.9.9 .
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo,ut Appraisement,
Appeal f,.om Appraisement,..
Entered and charged,..
rf
\\\\
\~.
"i
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~
Form RC C·10
OFFICE OF THE
REGISTER OF WILLS
DEDUCTIONS ALLOWED IN )..t
THE SUM OF $~C·~~c:<.
DATE APPROVED........~ye:.?.9
~411!!!~O
STATEMENT OF DEBTS
AND DEDUCTIONS
COUNTY
COMMONWIiALTH
OF Washington
ESTATE OF Elizabeth M.Bell LATE OF Carroll Townsbj p
DATE OF FILING APPRAISEMENT December 12,1968 OATS OF DEATH _.rJ.lu:;au.D.ul.4l1ailr4y--al...j7'-,,_.1;z9.l.l6l,.L7-------
DATE NO.OF NAMIL OF PAYEE REMARKS AMOUNTVOUCH","
1/18 67 Haven Crest,Inc.Nursing Care 171 65
1 /1 A f.7 ~.:I .:I ...,1-'R.<Ilanr.F'of A A 1b...5.-.,
2/1 67 Lawson-Rabe Funeral Horne Funeral &Burial Expense 1.274 50
f.R ~avlord W-Greenlee Attornevs Fee 200 100
-
1 I:.r:.I.11:.1"\
._~-=-....L:~==~l\-~:d...:=----L.::~~~::::-L.5.)
COMMONWEALTH OF PENNSYLVANIA }
COUNT~W ~~so:
I,~lO:t:~.~J ........-=2 HEREBY CERTIFY,THAT.TO THE BEGT OF'-S ~
IIoIY I<NOWL!DGE AND BELIEF,TH!FOREGOING IS A J .MENT OF D~S'_:ANERAL EXPENSES AND EXPENSES 01"
ADMINISTRATION SUBMITTED TO THE ESTATE OF --~~~7:"~2Q~~::="~':"""':"""L:...J.~....sli!~~_~'::::::::::'DECIEA.ED,AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.
WORN AND SUBSCRIBED BEFORE ME THIS ~"ti.~~~~~~~~---,......-r---18 6:.'i ;P (;>0
MY COMMISSlo/l,_..."'~"
APRIL I,1972