HomeMy WebLinkAboutOC1969-0953 - ESTATE OF LACEYLast \ViIl and Testament
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Be it known hereby,that I.JOS81)h L:,'cev
•••••••_•••••0_~_•••,.0•••••_••••••_••~••'o._••••••••••Y.•••••.••__.•_•••..••._._....•._.••.•..0••••••••••••__••••••••••••••••••••••••'••••••••••
of the City or Town oL :E~~.p.R.~:~.~.'-~!.~~.~~~!.~.::'.~::~y\~}.~:.in the (.-lunty of
..........·!!.?.~l~.t.Qt~~.~~and St~te of~:~~.r:.~.~y.}.y.?.::.~~:__.
being of sound and disposing 1Il111d and memory,do hereby voluntarily make,publish and deduc this to he my
LAST \VILL AND TESTA:MENT.hereby re"oking any and all other \VILLS heretofore made by me at any time.
I hereby nominate and appoint..........•........!!lY.~J~.~.?:\;..J?g.U.,l!~.r.o.y.L~.c~y .
(N"me)
of...~~P..~J~.?~?E.C?:·:~~~.:~.~~}.~..'.:f.'~..~to be the Executor of this,my LAST WILL.
(A:ddreaa).,
It is my desire and order that the above-named Executor be aiiowecl to aet ~:~.~.~.\!.?~~bond.
(W1tlJ.or Without)
After the payment of my just debts,funeral charges and e>;penses of administration,I dispose of my estate
as follow8:To my beloved '.'life,;:inn1.e kcey,for "nd during hn life,all of my
property,real ~nd personnl.!,nd :t"rom ~md :'i'ter her death,I hereby direct thnt
the remainder of r.:Jy pro~)erty,resl snd 8e:esonsl,shell be eli vided equally among
my t't1ree c'nildren,Leroy L~cey,H.L.·.;est Bro'.msville,Ida Bell ColbeTt,
R.D.Frederic~town,;:8.end Ger'rge Lecey,R.D.·.,'est Bro:m:svEle,Fa.
In witness whereof,I hereunto subscribe my name and affix my seal this __~~.~:.
day of ~.?.~9.~.~.~.in the year one thousand nine hundred and .:f'.~.:f...~y.~.~.~.Y.e.:.
(Month)
at ~!.~.~~._.eE.~..':~~::.~:'.~L~.~~p.~.9.~.§y.Jy~:D.i.1Z~_.
(City orTown)(State).
------_..~:;{(~~.
The above-namerl ,J.9.§.t?i?h J.:X:.~.i?.Y._has declared this to be ,E.i.$.
(Teetator)(Hie or Her)
Last.\Vi1I and Testament,and has requested us to subscribe our names hereto as witnesses.We believe said Testator
to be of sufficiently s~und mind to mal:e a 'NilI.In our presence,on the date and at the place hereof,said Testator
has signed.sealed,published and declared,and we,in sain Testator's presence.and in the presence of each other,
subscribe our names as witnesses.
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1,4 .';-./).,~~2~..!___.
,(Name and Addre.s).
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Form :\0.ReC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000.UNDER SECTION 701 OF ACT OF JUNE 18.1961.
EFFECTIVE JANUARY 1.1962.(F!LE IN DUPUCATE WITH COPY OF WILL ATTACHED)
~
OFFICE OF THE REGISTER OF WILLS
J
County of WA SlI.:UTO:r.Q:N .
..........LEF.O.Y .lJ\CE.Y of BoO.),•.In.,..:eP.~.~.Q7 oJ ••:er.o.wu.s.vil.le.,..Ea.•..
(Name)(Address)
being duly .__.5.WQI.n .according to law,deposes and says that he is the E.xe.c..u±.Qr'V.....""yiV:v---------------(Exec.~~"1"~
of the estate of l.LQ_s..El?lL_L.A_QEY .whose last residence was R_._D.•_lt2_,B.Qx.__5.2.1:"__RJ:D.wns.llill.e,P a •
(No.)(~uee{)
.Br_O_Yl.n.sy_il~e__•...deceased,and that the whole of the estate of said decedent,who died _J~~e_b.....L,.1.9_6.9_
(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
(\.~h ~BEGINNING at the'center of the Knob Road and the Mary
Estimated
Value
In/.
land of Dorsey Brothers one hundred and twenty (120)feet;
Bakewell Llne,thence along said line two hundred and fifty
feet more or less to land of Dorse Brothers'thence alon
follows:
Borough (formerly East Pike Run Township)Washington County,
hundred and fifty (250)feet more or less to center of Knob
of BEGINNING.
UNDER AND 'SUBJECT to all exceptions,reservations and
restrictions as set forth in prior deeds of record.
BEING the same premises conveyed to Minnie Lacey and
13th day of March,1923,and recorded in the Recorder's Office
_J.g
@n.kR~X
The sa id Minnie Lacey predeceased her husband and the
fee simple title
the entiret •
vested in Joseph Lacey as surviving tenant by
frame house.
-.PERSONAL PROPERTY:
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.
J
Jointly Held Property
Transfers within TWO YEARS Prior to Death
Estimated
Val1!!...
That at the time of death there was no sllfe deposit box registered ih,decedent's individualname,or jointly with,or as agent or deputy ofanoth~r,or in decedent's indiviqual 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
soIa ..
..",,,.",.,
,,
",,,,,
BEN~FICIARIES
BENEFICIARIES AND ADDRESSES(State full names of all and their addresses who have
an interest,vested,contingent or otherwise;in estate.)
J ,'""""
.
RELATIONSHIP
(If step-children or
illegitimate children
are involved,set'
:forth this.fac~.)
SOn
Sou'
,.
SURVIVED AGE OF LIFETENANTSORDECEDENTANNUITANTS,STATE YES,AT DEATH OF
OR NO,DECEDEN,T'
.
,"
I _I ,"
i .J,'
INTEREST OF
BENEFICIARY
IN ESTATE
'1.'3
11$
,,
_............2i4_9
DEBTS AND DEDUCTIONS CLAIMED .,RESI[~NT DECEDENT.,."-
NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions
Funeral expenses paidGr<=><=>nl<=><=>Funeral "Homp
____....:D=E:::.B.:..T_O::::-R::.:.-.:C::.::L:::A..:.:I:.::M-=--__---.------....::N.:..:.Ac::..T=--U=-R=E-O=-F=----=S:..:A.::..:M::::.E=---,_~Ac::.:M=-=.O....::U....::N~TT__tRTHIS COLUMN.---IltEGISTER ONLY
$924 pO $
February 5,1969
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Pa+'I"ono Cp;!'lIe'!"&"Rnura'l"n!=Counsel fees *
Attorne ys Fee
00
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
ADMINISTRATIVE COST~:
Russell Marino,
Register of Wills.
Filing Will and Inventory and
Appra i sement.
12 50
Total $]O~7 00
(Street Number)
#2,Box 25.7R.D...t··SHROvt'···,·
California,washin~o~o6~ry :Ublfo
My Commission EXPile~a.
'aRl.lf]:29,is,,
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,.commission qi-debt is greater
or less than the estimated amount claimed and allowed.
Subscribed and sworn to before me this .....~.~.~...
Brownsville,Pennsylvania..~~~i~'.b~~.d~~~~::~i.~gd:::;~'..d~~::rti'that.th'.:;P.;~~:~t ".2~in .oonfO:,£:~;~O~;
App 'er..-
In the event that any future interest in this estate is transferred in possession 01'enjoyment to collat'heirs 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 R~~JER °
I,the undersigned duly elected Register of Wills in and for r:f':.0".<....,County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent,e c t as~oseitems where a greater or lesser amount
is set forth in the last column to the right in said schedule above,which greater or les amol~resentsthe sum al0 d as adeduc~n.Dated:~~Z /f.;:~.....:t::?~~:~~..~.~~::~~....--_....-..-..~RegIster of Wills
l,,---,-_----
Fonn 1\0.RCC-62 (12-66)
~
I,Will
Administration }No...9:5,3..Year.~l
IN THE
~
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.JD.SEPll.LACEY.De~~~~~'."
Late 'of .Brp.Vl:o.J3.v.:D-.l.~.
County of .
COnlmonwealth of Pennsylvania
REPORT AND APPRAISAL..0-
~<.0ent.O
~:::o
(j)
G}C
cg 11
Z;;<fl -......UlrnP to r-;Or-
c:;:>...,..rn-n....-z::P~:::o -0r=-z -rO -(Jl ..
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RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
LEROY LACEY
(Executor ~.
IN YOUR REPLY PLEA8E
RItP'IER TO
37-249-4
J
In Re:Estate of -=-J.=.:OS:;.;.E=·'P:..:H:.:....:LA=C:.::EY==---------
______W_A_S_H_I_NG_TO_N County -File No.63-69-953
Dear Mr.Lacey:
You are hereby notified that the original
appraisement in the estate of Joseph Lacey
has been filed in the office of the Register of Wills Qf Washington
County on February 6 ,19~.Said appraisement reflects the
following valuations:
Real Estate _--'-~6~O~O~.~O~O _
Personal Property _
Transfers --;-~~~------
Total -...::6::.::0::.::0:.:.•..l::::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 (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date F_e_b_r_ua_ry-"--_6~,_1;.;..9,;,..7.:...O _Si~ned QJ ~c~CL "'~R.
TitleW.R.CHAN~Y,CHI PRAISER
DATE OF DEATH:February 1,1969
ESTATE INSOLVENT
Note:This is not a bill.
~.
*RC;?39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of LACEY,
(Last Name)
JOSEPH
(First Name)(Initial)
DATE OF DEATH 2-1-69 FILE NO.63-69-953
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:-::-o2-:-----co,....:6~-_';_70-----
02-01-69
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 as a deduction../J '..
Dated:02-06-70 /Ut~~a ~/?/'vt..rtf)
REGISTER OF WILLS
600 00
600 00
1,037 00
e Insolventat
$bUU UU
600 00
1,037 00
Est
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$-------+--
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)
CLEAR VALUE OF ESTATE
Valuation of life estates or
:::::::::::::t====
FOR USE OF REGISTER ONLY
Tax on $-----------1--
Tax on $-----------1--
Tax on $----------+--
Tax on $-----------1--
Tax on $-----------1--
Exemptions========I===
Total Estate ~-_
TOTAL TAX
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
2%
6%
5%
10%
15%
*
COMPUTATION OF TAX
$-------+--
$---.....:..-----4--
$-------+--
$----_._--1-.-
$-------4---
$..1.-__
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
I
I.-'
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
_____to $------
AMOUNT OF ESTATE TAX ASSESSED $--------IL-
Estate tax paid $--JL-
BALANCE DUE $--lL-
Add interest at rate of 6%from t=
------lto-----$-------1'
TOTAL TAX BALANCE $------1PAID$...J
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
JOSEPH LACEY
Deceased
Late of .
County of
CALIFORNIA
WASHINGTON..............................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
/
'1
,•
F"nn RCC-2
DEPNRTMENT OF REVENUE
v
BURyAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX •,
APPRAISEMENT
DATE f..~.1:>.r.l,l.~y 9..,J:.9.7.Q .
C'OUNTY Wa.s.hingt.Qn .
FILE NO..??::::.9..9..:.9..?..?.
Whereas,~.c;>.~..~.P..~~~~f!:.Y..late of G.9:l...t.f.Q:rn;1.,!;.
in the County of ~§:~.~~.~.Y:;.~.?~Commonwealth of Pennsylvania,having died on
the :I::~t day of f..~q.r.y.9.r.y 19..9..2 ,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,w..~.g.~G.h.@~.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.
REALTY:
Description of Anet Unit
Values
$
AppreisementMadeforInheritance
Ta.Purpose.
All that piece or parcel of land situate in California------------------4-----8------+---
Borough (formerly East Pike Run Township}Washington
County.Pennsylvania.Upon the above described
premises is a erected an old frame house.600 00----------'~.....:.::.:=--------------------------------1-----ft------I-----
Total 600 00
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this day of 19 .
Appraiser
(!Cumber and Street)
................................., ,,..",.,',, , ,Penna.
(Poat Ofilee)
WA?lJ+.N.GJ;QN.q ..County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JOSEPH LACEY.........................
Deceased.
Late of
........BROWNSVILLE q q q q..qq q
Date of Death,qq.q:f..~~.:r::.lJ.C3:I.:.y..J.1..q:l:.9.~.9.q ..
Appraisement Docket Vol.37,.
Page,..q..?A.9~4q q No.6.3.7..6.97.9.53 ..
Filed in Register's Office,yf3.~.::r::':l.~y ~.1.qJ9 ..7Q
Amount of tax due,$q q q q..q..qq .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..q..q qq q q..qq q.qq ..
Wrote abo,lIt Appraisement,
Appeal j1'om Appraisement,.q ..qqq q q..
Entered and charged,q..'q..qq q..qq .
r
•