HomeMy WebLinkAboutOC1969-0552 - ESTATE OF DONNELLYJ
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:(Name)(Address)
b ·'d'l'sworn d',I d d'h h 'h',';Executor ..-'-'-,"':::l.-'emg u y .._.accor Ing -to iaw,.eposes an sa}stat e IS t e_.._
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of the estate of .JQ.h~.__l~__.P__Q.~~~1JY_;_;alkla:-J whose lasfresidente was _~~JQlcJ!Q!.~.~.:Ay~~~~.1 __2.,••••__._.•••
(No,)(Street)'J.T.Donnelly,i '"" ',.".SP"CU:li~Cl 'pa .d'"d d";.-I if·'-f "did'd'h d'dMarch l6 1.969__.'F..W:l!r.!il_,...~t •••••"..ecease ,an tnat the who e 0 the estate 0 sal ece ent,w 0 Ie oo ....oooo____-,oo-
(City,Borough or Township)(Date)
consisted of:
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Fonn No,RCC-62 (12-66)THIS FORM REQUIRED IN ALL,ESTATES'WITH GRO$S ASSE'rS UNDER $10;000,UNDER SECTION 701 OF ACT O,F JUNE 18,1981,
EFFECTIVE JANUARY I,1982.(FILE IN DUPUCATE WITI~COpy,OF ,WILL'ATTACHED)'',,~3-'r-S6-d;
OFFICE ~OF THE REGISTER OF·WILLS ..'J1-:t/c :..y.;
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN~ES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES Aim RELATIONSHIP OF OTHER OWNERS.
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Real Estate Estimated
-Value ..
None
.,,./
.,
-
-
Personal Property
1966 Va1iaBt Sedan $1~~00.00
1 United States Government Bond,Serie1 No.Q746864420E,
$25.00 bond issued June 1946 ~.;.'1.~i ( ,38 •.]0
"',',,_.'~'.
Cash 100.00
11ColorTelevision150.00-
"-
TOTAL 1,388.70
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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.
_~_~._..~~~~__..,---c,~=..•-=-~_~__~.""aL""------------""".;-Q4!lI!14
Jointly Held Property Estimated
Value
--------------------'-------:---~---:--~-:-~-------+---------,--d.
Charleroi Federal Savings &Loan Association,Charleroi,
Pennsylvania,Joint SaviRgs Account No.13295,John-T.D~nne11y
or Ann Howar.d;opened:~/12/64.
in the name,s :.:,of John T.Donnelly and Ann Donnell Howard.
Balance at death,·.~$6,007...14.
1nc u e 0 1n e n
2.Cornin Federal Credit Union Charleroi,Pennsylvania,i_
Balance at death,$1,615.25.-+-_
(1/2 included for inheritance tax purposes)
Transfers within TWO YEARS Prior to Death
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 the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
BENEFICIARIES
BENEFIGIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
INTEREST OF(If step-children or TENANTS OR 0DECEDENT(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent orotherwise,in estate.).are involved,set ·.ORNO AT DEATH OF .IN ESTATE l...forth this fact.)DECEDENT ..
..,'T~i';,.L
"Ann Donnelly Howard Sister Yes ,",
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,
.RESIDENT DECEDENT,-,...DEBTS AND DEDUCTIONS CLAIMED
NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions.'
DEBT OR CLAIM NATURE OF SAME
Funeral expenses paid
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Adrian V.Sannier,Esq.
Administration Expenses *. '..! ,i [.
Counsel fees *1'"Ion
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
Father Kozar,Funeral servi ces.15 00
Monongahela Cemetery Opening grave.
H &R Block 19~8 Income Tax.preparation.10 00
Valley Independent Adyertisement of death.1 90
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Total
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(Street Number)
.Charleroi Pa.15022.........................,.
(City or Town and State)
~~~..~~~.
(Executor-Administrator)
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,'commission or debt is greater
01'less than the est}·mated amount claimed and allowed.
,.f,.r-Subscribed and sworn to.J.,,~:foreme this ,.
t:.It .'.-'
........../:.~...•.~_daY:Jf ..Ap;I;';i..l ,196.9.
..~!!~~.~..'~ROlY~[=.·GHILANI,Notary Public
Charleroi,Washington Co.,Pa.
t1,e:~Jiiliiissic"[Apiles tA I 19.1973
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this
...............;?~dayOf ~~/Y__/,19 ~.()~.~~.~.~~...~...I-r<?
Ap ser ,":
In the event that any futul'e interest in this estate is transferred in possession 01'enjoyment to collate 'al eirs of the decedent after the
expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer-inheri-
tance taxes at the lawful collateral rate on any such future interest.
I,the undersigned duly elected Register of Wills in and for......-::;;::::;~':"':"~"z:;C~::;...,::;.-,o;~-:e::-..r::r.......County,Pennsylvania,do respectfully
report that I have allowed debts and c:ieductions in the amo Claimed by deponent ept as to those items where a greater or lesser amount
is set forth in the last column to the right in said schedule above,which greater 0 er amount ~nentsthe sum allo~a~educt~
Dated:.~~.2:.~P..?7............~.'l1tI..~~~~.V r Register of Wills
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Feinn No,RCC-62 (12-66)
Will'"IAdministratio~-,SNo Year .
-
MATTER O]f THE APPRAISEMENT
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J.T.,Donne11y ,Deceased
,Late of .'J}.q:r;9~gl;1".Qf..C1).~.x:t~~Q;t..~...-.
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REPORT AND APPRAISAL
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IN RE:ESTATE OF JOHN T.
DONNELLY J a/k/a
J.T.DONNELLY
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b3-b9-552
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PETITION Fat SETTLEMENT OF
ESTATE OF $2,500 ~LESS UNO
OVISION OF SECTION 202 OF T
FIDUCIARY'S ACT OF 1949,
AS AMENDED.
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IN THE ORPHANS COURT 'OF'WASHINGTON COUNTY,PENNSYLVANIA
~tINRE:ESTATE OF JOHN T G DONNELLY
a/k/a
J.T.DONNELLY
PETITION FOR SEttLEMENT OF ESTATE OF
$2,500 ~LESS UNDER PROVISION OF SECTION 202
OF THE FIDUCIARY'S ACT OF 1949,AS AMENDED
TO THE HONORABLE,THE JUDGE OF SAID COURT:
1&That the Decedent,JOHN T.DONNELLY,a/k/a J.T.
DONNELLY,resided at lOS Boltz Avenue,Speers,Pennsylvania.
2.That the Decedent,JOHN T.DONNELLY,a/k/a J.T.
DONNELLY,died on March 16,1969.
3.That at the time of his death the Decedent was
possessed of the following personal property:
a)1966 Valiant,4 door sedan
Manufacturer's No.VL4l862505535
Appraised value as per blue Dook--------$l,lOo.OO
b)One U.S.Government Bond,
Series S,Sexial No.Q746864420E
Va lue--------__......._...._..._.._...""_..__
e)Cash (Safety Box at home)--~~~--
d)One color television set
Appraised value---------_-__~_~__.-_
38.70
100.00
100.00
TOTAL----~----~--$1,338.70
•"
jo'.
••That the Decedent died unmarried and not survived
by any children.
5.That your Petitioner,ERNEST H.HOWARD,resides at
Charleroi R.D.#1,Pennsylvania.
6.That your Petitioner,who is a nephew of the
Dec~dent,was named Executor of the Decedent's estate in a Will
dated May 16,1966,an"a copy of which is attached hereto as
Exhibit "A".'~~'i"..r.~
7.That all of the creditors of the Decedint have.,...~_'l I·.·b~en paid in'full,and,th,:,aDlopnt and na:ture:of said are set
forth as follows:,'
"
".7 ....
.
Monongahela Cemetery (open grave),---$100.00
Ii».Fathe.r Kozar (funeral mass)------.--15.00
e)Francis Sl~.k (funeral bi1l)-------1,615.25
d)H &R Block (prep.income tax)------
e)The ,Valley Independent (Thank You
10.00
Ca%d)-----~~-~-~---------~~~--------1.90
f)Adrian V.Sannier,Esquire (prep.
of Small Estate Petition and
Inheritance Tax Return)-------------125.00
TOTAL---------------$1,867.lS
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8.That all of the aforesaid bills were paid by Ann
Howard out of her own personal funds and the Petitioner requests
that ste ~e reimbursed for the same out of the estate assets
listed in paxagraph three (3)herein.'
9.That no Petition for family exemption shall be
filed in this matter inasmuch as the ·ne.cedent was not suxvived
by a wife,¢bild or parent.
WHEREFORE,yOUI Petitioner prays your Honorable Couxt
to ORDER AND DECREE that the personal property owned by the
Decadent be distributed to and for the benefit of Ann Howard,
Absolutely.
Adrian v.sannier
Attorney for Petitioner
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COMM()NW~ALTH OF PENNSYLVANIA:.•."-Ss:'
COUNTY OF WASHINGTON:",.
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AFFIDAVIT
ON THIS,tbe tA .J?---day of April,1969,I,ERNEST H.
HOWARD,after bein~duly sworn according to law,do depose and
say that all the facts set for.th in the fore.going Petition are
true and eorxect to the best of my knowledge and b~lief.
~1k~
Ernest H.Howar~
sworn to ~d subscribed
before m~the J?'.£!J
pay of April,1969 •
.eAROLYNE .
Charlero;W'h~HILANr,Notary Pu~1I8M'.as In9-1on Co.,Pili,Y Comm'«;on E •--xplres March I~/I~~j
LAST WILL AND TESTAMENT
OF
JOHN T.,DONNELLY .
.'.
I,JOHN T.DONNELLY,of Charleroi,Washington County,
-j Pennsylvania,being of sound mind and memory,do herebi make,
'I publish and declare this to be my Last Will and Testament,in
heretofore·made by me.
expenses be fully paid and satisfied,as soon as conveniently
may be,after my decease.
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I direct that all my just debts and funeralFIRST:
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:\manner and form following,hereby revoking any and all Wills
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ERNEST H.HOWARD,Executor of this my Last Will and Testament.
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(SEAL)
/64,•
~rtv f jO~John T.'DonnellY
EXHIBIT .itA It
All the rest,residue and remainder of my
I nominate,constitute and appoint my nephew,
IN WITNESS WHEREOF,I,JOHN T.DONNELLY,the Testator
SECOND:
THIRD:
soever the same may be situate,of which I may die seized or pos-
sessed or to which I may be entitled at the time of my death,I
estate,real,personal and mixed,of whatsoever kind and where-
above named,have set my hand and affixed my seal,this
my niece,KATHLEEN P.HOWARD,in equal shares.
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'1 give,devise and bequeath 'unto my nephew,ERNEST H.HOWARD,and
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11:Iil Signed,sealed,published and declared by the above~,named Testator as and for his Last Will and Testament,in theI..;,presence of us,'who,at his request,in his presence and in the#presence of each other,have hereunto subscribed our names asilwitnesses.
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IN THE ORPHANS COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN RE:ESTATE OF JOHN T.DONNELLY )
a/k/a )
J.T.DONNELLY )
JOINDER AND CONSENT
I,KATHLEEN P.HOWARD,of 1021 Upston Avenue,McKeesport,
Pennsylvania,who after being informed of my rights and privileges
under the Will of the late John T.Donnelly,dated May 16,1966,
do hereby consent and adopt the provisions of the Petition for
Settlement of Estate under $2,500.00 and do concur that the
disbursements made in that Petition are correct as to assets and
payments made by Ann Howard,and I do further consent and agree
that the items of personal property listed in said Petition should
be turned over by the Court for the sole and exclusive use of
Ann Howard.
Witness:
~;t!~~Kathleen P.Ho~w~a~r~d~------
.------------",---------- ---
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IN THE ORPHANS COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN RE:ESTATE OF JOHN T.DONNELLY,)
a/k/a )
J.T.DONNELLY )
AND NOW,this
DE~;;E L___.
j =day Of~69,upon consid-
eration of the foregoing Petition it is hereby
ORDERED AND DECREED
that the 1966 Valiant Sedan,Manufacturer's No.VL41B62505535;
the one (1)U.S.Government Bond,Serial No.Q146864420E;the
$100.00 in cash;and ope (1)color television set,is distributed
to and for the benefit of ANN HOWARD,Abso~utely.
1.
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R CC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE .
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
ERNEST H.HOWARD
(Executor ~).
IN YOUR REPLY PLEA.E
REP'IER TO 37-21.6-4
/
In Re:Estate of ...::;,J...::;,O.:;;:HN:.;.....,;T;;..:.:.-;::.D~ON;;..:NE=L~L;;::Y._a::::./~k;;t"l_=a:___
_____--!.W!£lAS~H.=.:IN~G=l..!T~O~N County -File No.63-69-522
Dear Mr.HOllard:
You are hereby notified that the original
appraisement in the estate of John T.Donnelly
has been filed in the office of the Register of Wills qf Washington
County on M8y 7 ,19~~Said appraisement reflects the
following valuations:
Jt.
Real Estate _--'----,.....,..-~--
Personal property ~1~,~3~8~8~.~7~O~__
Held T~~~3"_J,i.:::8:=1l:!::...~2~O~_
Total --.......L5~,1....9.L.9LJ.a...9QO'--_
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 --:.;1-1:::layL-.J7u,!.....=.lL96~9'___Signed~~~>...,---I.;b=:::l!~~~¥---<:!5:::l:::::..:..~
Title W.R.CHANEY,
DATE OFDEATH:March 16,1969
Note:Thfs is not a bill.
...
,.RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Es tate of DONNELLY,
(Last Name)
JOHN
(First Name)
T.
(Initial)
DATE OF DEATH_3-_1_6-_69__FILE NO.63-69-~
S...s--;<.
REPORT OF INHERITANCE TAX APPRAISER
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:__----:0~5,_--=-07.;...-_;6~9,.---__--
03-1():69
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",which greater or lesser amount represents the sum
allowed",a dedoclioo.2 ./}/.l e::t-,__A._;~
Dated:05-07-69 ~/r~
REGISTER OF WILLS
1.3S8 70
3.8ll 20-
5,199 90
1,S67 15
3,332 75
$
1.3SS 70
3.S11 20
5.199 90
1,867 15
_.__3,332 75
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$-------+---
CLEAR VALUE OF ESTATE
INVENTORY
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)
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $---------4---
Tax on $---------4---
Tax on $---------4---
Tax on $--------,::----,,:.......-h........-
Tax on $-:::;.~~-+-=-~
Exemptions========t===Total Estate ----JI--_
TOTAL TAX
COMPUTATION OF TAX
$-------+--
$--------1--
$-------+--
$-------j~r-+_eT-$4_'7_'7-+7_.J._
$.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 ::::::::::::::E===
TOTAL TAX BALANCE :--------'~
PAID $-IL
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
to ----C$------'AMOUNT OF ESTATE TAX ASSESSED $.
Estate tax paid $I
BALANCE DUE $-IL-
Add interest at rate of 6%from
------'lto-----
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration t No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.J.oHNT.DONNELLr ..~/~/~.
Deceased
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Late of .
County of
.SPEERS...
WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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DEPARTMENT OF REVENUE
~
BuREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA...
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~r..:7.>~~.???............
COUNTY :w.~.!?.~.~.I.l.~2.I.l..
FILE NO...QJ.:::.$.,9:::5.??.
Whereas,~?.~~..~p..~~~~.~!.~(~(~late of $.p.~~.~.~, .
in the County of ~a.:~Q~.~~.C?~Commonwealth of Pennsylvania,having died on
the }.?~~day of ~~P.:19 ??..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~.~.~..~g~~;r.:,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 aU annuities and life estates growing out of said estate,hereby file the foUowing 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
............................,Penna.
y
inheritance taxes at the lawful collateral rate on any such future interest.I
l
Unit AppralsemenlDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
$
PERSONALTY:
1966 Valiant Sedan 1,100.00
1 United States Government Bond,Serial Q746864420E 38.70
Cash 100.00
1 Color Television 150.00
1,388.70 1,388 70
JT.HELD:-
Charleroi Federal Savin~s &Loan Assn.,Chalreroi
in names of John T.Donnelly or Anna Boward.3,01'3.57
Corning Federal Credit Union,Charleroi,Fa.,
in the names of John T.Donnelly and Ann Donnelly
Howard.8W.63
3t 811.20 3,811 20
Total 5.199 90
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formit with law on this ................~...::h .,............,day of ............~........................................................................................19....-re
/9
....................W.M3.H:P·\jQ'J:'QN...County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
......................~.'?~:r...~P.9.1~~.~·.:r..~~a.l.k.l~...
Deceased.
Late of
SPEERS .................................-.
Date of Death,~.gh l,9..J...J,..9.9.9 ..
Appraisemcl!t Docket Vol.,37 ..
Page,?J.:f>.::4 No ~J...:::.9.~.5.g.~~"",:,::"-S~;L
Filed in Register's Office,Ma,y..7.,19.69 .
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal jl'om Appraisement,.
Entered and charged,..