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Home My WebLink AboutOC1969-0930 - ESTATE OF KELLYr I Fonn No.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER SlO.OOO.UNDER SECTION 701 OF ACT OF JUNE 18.1981.j EFFECTIVE JANUARY 1.1982.(PILE IN DUPUCATE WITH COPY OP WILL ATTACHED) OFFICE OF THE REGISTER OF WILLS County of .~~.s.1?-~P.g~9.~. James H.Kelly Second St.Extension,Midway,Pa•.............................of . (Name)(Address) being duly SW.Q.);'IL.~---.-------.-.-.-.according to law,deposes and says that he is the_J~~~!;:_ ,(Exec.•Adm,.Legatee.Etc,) of the estate of_f-1.Q!~~~_~__~~!.l_~__!f~1-J:y .whose last residence was ~~_~~!1_~~~.!~~~_~~_~_!~!1_J...._ ,(No.)(Street) ~!~~W!l.Y~t~~p_!!.l_~~P ~_!_~_!§eteased,and that the whole of the estate of said decedent,who died __J~!y'__§_,l9-§_~_ (CItY.Borough or TownshIp)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated ,Value, 0 ~~c:A~". ~~~v{}/J.,1//.I /'.,v,.')-4"'~?f!'-',;trY'., /NONE )..... -~I~/to ..~YJ~,./\.,p'~JJ ,V'vNIl ~." _1\11 Cj ,,P "(1.. $00.00 Personal Property .,. ..", , NONE " $00.00 NOTE:You may expedite the processing o(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 dea.,.th and the type of account,account number and the exact name or names in which the account is registered. w-------~------------------__,,~-~---~___;,.___-___::_7--,~..,~.~..-,--,:c-,:~;-- Jointly Held Property Estimated.Value -._---.....,..--... r .'" . NONE , ,, $00.00 Transfers within TWO YEARS Prior to Death Deed from Florence Edna Kelly,widow,to James H.Kelly,dated April 17,1969,recorded April 18,1969 in the Recorder's Office of Washington County,Pennsylvania in Deed Book Volume 1296,page 1115; tract of la.nd in Robinson Twp.,Waahington Co.,Pa.on Second Street Extension,55 feet by 208 3/4 feet;erected thereon a one story frame house,containing five ro~with no city water,no bath /'\v/.A a)/1J )J-t.{-0 ~ to*!-':;-6 .3 $4':'960 !01I'and no gas,valued at r I 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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Pi .•N~t-i t'\n~1 R~n1t-T.i nl't')ln Florence Edna Kellv or Son Avenue.McDonald.Pennsylvania 15057 James H.Kellv " < 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 James H.Kelly,Second St. Extension,Midway,Pa.Son Yes Entire, - - RESIDENT-DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE:List first five items in the spaces so provided,observe notations thereon,and instructions. Funeral expenses paidEdwardG.Wilson DEBT OR CLAIM NATURE OF SAME ••AMOUNT THIS COLUMNr--__--=c.;..:c..:=--=-~e:-..::..:.=-=--••,--,....,_.•-------"-------'-------=-----.-----'---,--1iKD.EGISTER ONLY $1 ,147 PO $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Joseph C.Ralston,Esq. Administration Expenses • Counsel fees •75 PO Fiduciary commission • OTHER DEBTS AND CLAIMS (.)See Note below SandraL.Stewart,Notary Washington Manor Notary fee Amount expended by affiant in the care of his mother~ 1 00 5,9~9 52 ""J " Total $7,162 p2 Note:The estate ;grees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater or less than the estimated amount claimed and allowed..' .Q.'b '\..-d d b f th'16th,'~U scn"",an.sworn to e ore me IS .•.•••....,•....,••.' • ,..,..,...,.,.,;':.z.""day of ...~':1,~Y ......,',.....,li?~. .~:h"~.,f'-•..-.----"-.-~-.. . "S~JIlD A'CSTEWARi,'NOiAR'v'PUBLIC . Ml:DONALD BOROUGH WASHINGTON GOIINTy ·J·~;2iiJ~·············· .,S.ec.QP<;l..~.1;:;t:~,~~..~~.t;~t:l~~~~~.,'.,. (Street Number) .,~,~~W~Y.),..~~t:l~~.Y~Y.~.~~'.., . (City or Town and State) MY c.Orv1MISSIGN EXPIRES FEB.28,1912 Having been duly ~~rding to law,I do ~certify that the above appraisement is ~r in conformity with law on this .........,....,.,~...,.., '..,..day of "..,.',~-t&?./.,..,.".,' ,..,19:=Z:~"/:) c7'.~/C~~~i~ In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateral 'rs 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. REPORT OF THE REGISTER OF ILLS' I,the undersigned duly elected Register of Wills in and for..,.~..County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amoun~im~dby deponent,exce s to those items where a greater or lesser amount ,s set forth in the last column to the right in said schedule above,which greater or lesser airl~res:tsthe sum ~as a deduction. Dated:.~../£c:/I ..~~~~. ,..Register of Wills l__--~_~..~ •. Fann No.RCC-62 (J2-66) Will 1- Administration SNo "Year . IN TH~ MATTER OF THE APPRAISEMENT OF THE ESTATE OF .~lp.l;"ep.~~..F;QP.4 .1<~lJ.y.. Deceased Late of .~9~.~~~.~J.?~C?~~~~~. ...".en County of .~~~~r:ag.~~..;:. j.:P'rn c:c::::1 (J>C><£!r- Cornrnonwea1fh{(;f d:'"ennsy~niarn Z.-\,-1'.u::>....-torn,-'-"" -\;!Jr .. REPO~~D AP~AISAL I Q ::E.:;0 ~I0_-;,Z I ·-01'0;}~(ft ~, \. Joseph C.Ralston Attorney at Law McDonald,Fa. (,.-' ............., • " \\.'2.r., '\,..••••I) \',,-\:','~("'-t ~::' .' ....'\,,~.:.I ~J>4_:1 I)':".."~. "..). 1#"1 f 11 \,'\..',.... "-~.,. I~ --------------------, RCC-S\(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS.. INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA8E REFER TO J JAMES H.KELLY Informant In Re:Estate of XXXXXXXX!XIIltX FLORENCE EDNA KELLY ______--:.W:..:!:A~S~H.:!::IN~G=_=T~O:.!.lN'____County - F He No.63-69-930 Dear Mr.Kelly: You are hereby notified that the original appraisement in the estate of Florence Edna Kelly has been filed in the office of the Register of Wills qf Washington County on August 21 ,19..22..Said appraisement reflects the following valuations: Real Estate _ Personal Property ~~~~~--__ Transfers ~4:..t,..;0..;O..;0...:.•..;0..;0--- Tota1 ---,_---:::l4u,-=0-=0-=0~.0::::.;O~__ 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. Dat e --=A:.:..:ugu=~s-=t_::=21:!:.2-,-=1:..9~6:...1:9 _ DATE OF DEATH:July 8,1969 ESTATE INSOLVENT Note:This is not a bill. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT .. SUMMARY Estate of !fELLY, (Last Name) FLORENCE (First Name) E. (Initial) DATE OF DEATH_...!..7--=8~-.=..,,69~_FILENO.6.3-69-930 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". INHERITANCE TAX APPRAISER 08-21-69 07-08-69 Dated:----"-::;.......;.;;;=.--.:;;-<------- 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 dedocHon.~_,7 If:?~A.n u~'" Dated:08-21-69 ~/W VVVV(j REGISTER OF WILLS LOO()00 l...000 00 7.162 52 Insolventte $},n()O ()O ),.mo 00 7.162 152 Esta 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 nfe estates or FOR USE OF REGISTER ONLY Tax on $----------If---2% Tax on $(6%) Tuoo$~ Tuoo$lK Tuoo$l~ ~~ptioos * Total Estate --l-__ TOTAL TAX COMPUTATION OF TAX $------.........j-- $--------+--- $------........;.-- $-----~-..+-- $--------+--- $---1.__ (*)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 ::::::::::::::::t=== BALANCE OF INHERITANCE TAX DUE $~ Add interest a\~ate of 6%from $L AMOUNT OF ESTATE TAX ASSESSED $--~----lL- Estate tax paid $---'l-. BALANCE DUE $---------'1_ Add interest at rate of 6%from ------(to-----$-------1t=TOTAL TAX BALANCE $---" PAID $. FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will t Administration ~No.... IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..fl,OI$NCE...I<E.LLY Deceased Late of ..ROBINSON ..TWl?_... County of WASHIID.'IDN... Commonwealth of Pennsylvania REPORT AND APPRAISAL " '.",:., ... \ f - Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE .........................A~.~~~.....?J.:..1.......~.2.§9........,...... DEf:I\RTMIENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY Washington BUREAU OF COUNTY COLLECTIONS .............................................._.................................................. APPRAISEMENT .- HARRISBURG.PENNA.17127 ..~FILE NO.......................9.}:.9.9.:::.9.2.Q............_...................... Whereas,...................................F.l..Qr..~n..9..~...E9.n..a...K~.l.,l.y.................................................late of .............................R.9.9..:j:J)..~9..11 ...!}:lp.!..................................... in the County of .........................................:w..~~.~.~~9..~............................................................Commonwealth of Pennsylvania,having died on the ........................................$...t.D...........................................day of ......................~.~y...........................................19..9.9....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,................................W..~.R!.....Q.h~~p................................................................,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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ ImANSFERS: n~~ti -r.......m 14'1 RnTlJ'l Kp.11v ,.ri r1 t'\,.,.t.n JJ'lmA!'l H.Kelly.- date April 17,19.69,recorded April 18,1969 in the Recorder's Office of Washington County,Pennsylvania in Deed Book Volume 1296.page 115:tract of land in Robinson Two••Washinllto n Coo ••Pa.on Second Street Estension.55 feet bv 208 3/k feet:erected theron A nTlA Rt.n-rv -rT'~mp.hrlH!=:e -~~+"""'';'''(:f fiVA -rooms.with no city water,no bath and no gas.4,000 00 I , I Total 4,000 00 IEstateInsolvent I II fonn~~V:~h~a~::~h~w~~c.ooji~~:~~~~~;;:;::r~s~?~~~?:;;?'"'~..·............·~·....·..···Z....~;·..··..····~.....~···~d···St~~·~·t·;···································...........................~~........(j"._.....cF;;;00;;;.........................................•Penna. I ·WASHINGTON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of F.LQR.F...NCE EP.NA ~l4I . Deceased. Late of ROB:r.N.?Q:N ~.·. Date of Death,J'!.ll.y e.J ..l9.9.9 . Appraisement Docket Vol.,J.2.. Page,cLs!I:.~No 9.J~99~.92.9.. Filed in Register's Office,.A'l.@.~~..~,199.9 . A'InOunt of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal f1'Om Appraisement,.. Entered and charged,.. i'" .. <.. •