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Home My WebLink AboutOC1969-0743 - ESTATE OF KEENER C C-39 ( 5-68) 4 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SUMMARY RESIDENT DECEDENT ==========================================~================ DATE OF DEATH 4.-11-69 Estate of __ .. lfeene, Havid FILE NO. 63-6CJ...74~ (Last Name) (First Name) (Initial) 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' DECEMBER 6, 1971 ~ ~~ INHERITANCE TAX APP~' REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for WASHINGTON fully report that I have allowed deductions in the amounts claimed by deponent, ex se items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", tch greater or lesse mount represents the sum allowed as a deduction. Dated: DEC 7 1971 RUSSELL MAr.INO INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) VALUE AS REPORTED VALUE AS APPRAISED $ $------~~~~- Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ...... , . . . . . . . . . . . . $-------+--- EST ATE TAX ASSESSMENTS $ _________ ..L___ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% Taxon$---------------4----~o· Taxon $----------------4----Taxon $ ________________ -4---- Taxon $ ________________ _, __ __ 10% 15% $ ______________ ~--- $ ____________ ~--- $-------------~---$ ______________ ~_ $ ____________ -4---- VALUE AS REAPPRAISED $ ____________ ~--- Exemptions========!=== Total Estate ____________ -+---- TOTAL TAX • $-----------~---- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=======1== BALANCE $-------+--- Less 5% of tax if paid within 3 months after death $=====::::::== Add interest at rate of 6% from ------to --------- AMOUNT OF ESTATE TAX ASSESSED $-----+-- Estate tax paid $ _______ ___. __ __ BALANCE DUE $ __________ ---~. __ __ Add interest at rate of 6% from ---------~·0---------$----------~--- TOTAL TAX BALANCE $ ------------l---- PAID $ ---------L--- 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 sho~t explanation. Will Administration ! No. IN THE Year .......... .. MATTER OF THE APPRAISEMENT OF THE ESTATE OF DAVID KEENE Deceased Late of 1m ION . 'l'()WN~fii:f» ........ . County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ' ) ( • I , " ~ ... I I ~ DEPAR.TME'l':T OF REVENUE BUREAU OF COUNTY COLLECTIONS • 'HARRISBURG, PENNA. 7772 7 '• ' . COMMONWEALTH OF PENNSYLVANIA . RESIDENT INHERITANCE TAX APPRAISEMENT DATE ...... P.~.~~mb..e.r. ..... 6., ..... 19.7l ........ . UNTY WASHINGTON co ············································································· FILE NO •.. §?...:.~2~74?.. .................................... . Whereas, ............. P~Y..~~---~································································································· late of ......... P.N+..9N.. .. T.OWN$.HIP. ................................................... . in the County of ................. WASJ.ft.NJ..T.QN .................................................................................... Commonwealth of Pennsylvania, having died on the ........................................ ~~-~·········································· day of ......... APr..g···················································· 19 .... 69 .. , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ..................................... ~P~~~ ..... f.~.~~···········································• 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. Description of Asset None PERSONAL See copy of appraisement Unit Values $ Appraisement Made for Inheritance Tax Purpo1es ~')1 lO Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this .................. 6th ................................. day of ................ Dec.emb~y~1 .......................... 7r'··············,··c/)···································· 19 ...... ~ . ........................... {//.:/'['d ......... k·:(~:(.,-~•~<.: J.~ ~1i//d:.:M .. '..k ·/·(~.~:.;:~~ ........ . (I , J. ) C/2 _ . ~ra}"rr / . . ......... )<;.1:/-!f}···. ... . /-~~~~·~ji/.J~; . . . . . ..{(~(/..-···········Q~~if'~i'(U. ............................... , Penna. L__ ____________ _ I WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of DAVID KEENE Deceased. Late of UNION TOWNSHIP .. , .................................. .. Date. of Death, ... : ..... Ar..f.P:.t. .... ~J:. . .t ..... ~-9~9 ..................... .. Appraisemei!t Docket v oZ:, ............... J...Z .................... .. Page ,d..J..-:f!~.: ... .}................ No. .. .... §?..:§.?.:?.4.3.:~ ....... .. Filed in Register's Office, ......................................... 19 .......... . Amount of tax due, $ .................................................................. .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal j1'om Appraisement, Entered and ch(Jrged, /\...: \ . \ it' ~ -r ... ~ .f: I t :·'"""' ,· F. '?''1' No. Rc;C,62 (6-70) THIS FORM REQUIRED IN ALL ESTATES WITH PROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 18, 1981, J EFl"ECTIVZ JANUARY 1, 1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED> 7,; 13 tt-l .. ' . -7 -6 /9~ J OFFICE OF THE REGISTER OF WILLS ·, County of ... ~~1:?~~.1'!"9f'.q~ .......... . -~~YJ;l?~. -~ :o •• ~1?~.~1? .......... · ................... of ~-q. ~~!?~~-~~~-.I?~.~~~-' .. ~~-~~~.Cl:t:l~.'-. f;l;<?~.i.~~ (Name) (Addresa) being duly ------~~~~-~---------------------.according to law, deposes and says that he is the -~~-~~-~~E_~~-------------------------------------(Exec., Adm., Legatee, Etc.) of the estate of ... D.~YIP ___ ~_l._!!N_;e: ______________________________ whose last residence was ... 'RD:.~Q_l). __ ~_QW_I}§b._,t·p_t.. ______________________ _ (No.) (Street) .Washina:t..a.n _________________________ deceased, and that the whole of the estate of said decedent, who died .A.::-.lJ.:::J..~6~-------- (City,'Borough or Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES. ADDRESSES Aim RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value NONE NONE l Personal Property Union Fidelity Life Insurance Company rJlv . $321.39 --,~ 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. ' (' I -. . ~ Jointly Held Property . Estimated . ·Value NONE Nt>NE - ... ' ~ --T ·. '. . .. '· -. - - Transfers within TWO YEARS Prior to Death NONE 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:-NONE 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 - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO. AT DEATH OF IN ESTATE forth this fact.) DECEDENT Alvida B. Keene Wife Yes Of Aqe Entire Estate .... \' . ;kESIDENT DECE;DENT DEBTS AND DEDUCTIONS CLAIMED 'NOT)::· l:;i'st first five items in the spaces so provided observe notations thereon and instructions ' ' t DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN Walter L. Kennedy Funeral KEGISTER ONLY Home Funeral expenses paid 5/14/1969 $1,673.74 $ 11 & 73 7LJ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • 3. ( 0 _":/ oo Counsel fees • 50.00 I ... ~ {) ~ Fiduciary commission • ' OTHER DEBTS AND CLAIMS (•) See Note below I '. -I Total $1.726.7 4 /, 7;)... (; 7'1- Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission oi· debt is greater or less than the estimated amount claimed and allowed . Subscribed and sworn to before me this .... 4nc;l ... , ......... , ... ~k ..... J.~ ...... . ( Executor-Admintstrator) ......... ir ....... : .... day of .. S.eP,t.~J;'C\l;>~+. ~DWEN'E' ~~El:~t, Notary Public . . . . . . . . ~ .. ·~. ·"t:.~=o~;::;.:~;:~. ;.:: .. ~.0 .. +~P.~;t:~.~;t. .. R~AY~ .................... . (Street Number) Lakeland, Florida 33801 (City or Town and State) In the event th;it any future inte1·est in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life o1· 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. "' .. ,,• ~~ --.. ! (J ' • Form No. RCC-62 (6-70) Will Administration } No. · · · . . . . . . . Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF DAVID KEENE Deceased Late of . V~~9P. . '+'9~I?-~h~P ............ . County of .. Washington .............. . Cornrnonwealth.of Pennsylvania · -. - •·-...: -:.: .. J -:r:~ m ::n (.i) C.") c: ,-, ~: -·-; j • .: -(;""~ '-.. REPORT: AND: APPRAISAL :-) j;-: ~-. ~ .) ; ' . -·! ;::::: ' __J r· • :-: r-:. -=---~}.: .:I.r ,...., .... -... ~ ·-"' 0 -~~--- j.--.. ,;"',_ """"0 r-C> )> Ul !"'-.1 LAW OFFICES BLOOM, BLOOM, ROSENBERG & BLOOM 200-210 WASHINGTON TRUST BUILDING WASHINGTON, PENNSYLVANIA 15301 ,~._. ... J' J !i ~ ~ (. ~ '. !.(, c . ' . \ '. RCC-61 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT ALV%DA B. tmBI& (Executor or Administrator) In Re: Estate of IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division WASBl.tn~a 6J-69-14J ____ ,._• _____ County-File No. _________ _ Dear Ira. l.een•t You are hereby notified that the ~-.tel 1 . . h f .... appra1sement m t e estate o . . . has been filed in the office of the R~ister of Wills of WilbliJitOii County on Deocnbet Ot , 191'_.).·_, Said appraisement reflects the following va I uati ons: Rea I Estate ---~w-1t!!ir---------- Personal Property_:J_2l_ .• _J_9 _______ _ Transfers ______________ _ Jointly Owned --)~· 21,;· ~-::;· .c.)lCilfr-------- Total ---------------------- As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __ D_•_c_lllb_,._•_6_;_l_· ~-7---,-l __ _ ep~~~~<U T i tie _lfad_•_l_lb_•_· -~-· _ . ...:::... ·-=-,_A_;:,~-=--al_·_e_••_l __ Signed Note: This is not a bill. j ~''-· .. "' \ ~ l ' I t {. ill of DAVID KEENE LAW OFFICES BLOOM, BLOOM, ROSENBERG & BLOOM WASHINGTON TRUST BUILDING WASHINGTON, PENNSYLVANIA l i ·I I. ;\ I. ': ~ r il I I I. l ! I ' J I, DAVID KEENE, of Union Township, Washington County, Pennsylvania, being of sound and disposing mind and memory do hereby make, publish and declare this to be my Last Will and Testament hereby revoking any and all Wills heretofore made by me. FIRST: I direct that all of my just debts and funeral expenses be paid as soon as may be conveniently done after my decease. SECOND: All the rest, residue and remainder of my estate of whatever nature, and wheresoever found, I give, devise and bequeath to my wife, Alvida B. Keene. In the event that my wife predeceases me, dies simultaneously with me, or fails to survive me for a period of thirty days, ~hen and in that event I give, devise and bequeath all the rest, residue and remainder of my estate of whatsoever·nature and wheresoever found to my son, Owen D. Keene. THIRD: I hereby nominate, constitute and appoint my wife, Alvida B. Keene to be the Executrix of this my Last Will and Testament, to serve without bond; but in the event that she prede- ceases me or fails to qualify as Executrix, then and in that event I appoint my son Owen D. Keene to be the Executor of this my Last Will.and Testament, to serve without bond. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~1-d../ ____ day of -~f/ 1967. _JO __ ~--=......:::· ··-=d;.::::._____.~'----.;.,..~,._, -=~~'-'-"'-t?-(SEAL) David Keene ,, Signed, sealed, published and declared by the said DAVID KEENE to be his Last Will and Testament, in our presence, who at his request and in his presence and in the presence of each other, we believing him to be of a sound and disposing minq and memory, have hereunto subscribed our names as witnesses, this ___ /.;_/ __ day of .. IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ) ) ESTATE OF ) 71~ 117~;. ) No. DAVID KEENE, ) ) Deceased. ) PETITION FOR SETTLEMENT OF SMALL ESTATE TO THE HONORABLE, P. V. MARINO, President Judge of said Court: The petition of'ALVIDA B. KEENE respectfully represents: 1. That the decedent, David Keene, died testate, a resident of Box 223, Finleyville, Washington County, Pennsylvania on the seventh, day.>;, of April, 19 69 • 2. That the decedent left a Will dated April 11, 1967 in which he left all his property, real, personal and mixed, to his wife, Alvida B. Keene, and named her as executor without bond. A copy of said Will is attached hereto and made a part hereof. 3. That your petitioner has not applied for Letters Testamentary on the Estate of her late husband for the reason that the entire assets of the estate consist of an insurance payment on a Health and Accident Policy with Union Fidelity Life Insurance Company in the total sum of $321.39. 4. That all bills whatsoever including the funeral bill have beellpaid and there are no outstanding claims whatsoever against the estate. 5. That the decedent left to survive him, in addition to his wife, your petitioner herein, one son, Owen D. Keene of Waukeegan, Illinois. 6. Your petitioner represents that the said son has approved the payment of the bills which have arisen on account of the death of the decedent and has authorized your petitioner to make payment thereof. 7. This petition is presented in accordance with Section 202 of the Fiduciaries Act of 1949 as amended. WHEREFORE, your petitioner prays your Honorable Court to make an order distributing the aforesaid assets to Alvida B. Keene, widow of David Keene. BLOOM, BLOOM, ROSENBERG & BLOOM - COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON : ) ( ) SS: Personally appeared before me, the undersigned authority, ALVIDA B. KEENE, who, being duly sworn, according to law, deposes and says that the facts set forth in the foregoing Petition for Settlement of a Small Estate are true and correct to the best of her knowledge, inforrration and belief. Sworn to and subscribed before me this lo ~day of June, 1969. ~!Lt_' Notary Public ~ My Commission expires: Alvide B. Keene IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA In re: ) ) ESTATE OF ) No. ) DAVID KEENE, DECEASED. ) 0 R D E R upon presentation of the within Petition i and upon hearing thereon, it is hereby ORDERED, ADJUDGED and DECREED that the sum of $321.39 received from Union Fidelity Life Insurance Company shall be paid directly to Elvida B. Keene. This said order is made upon the basis that all bills whatsoever in the said estate have been paid and that there are no claims against the said estate.