HomeMy WebLinkAboutOC1969-0984 - ESTATE OF KENNEDYJ
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ESTATE OF
Mary M.Kennedy,
deceased
No.63-69-0984
First and FinalInthematterofthe__'_'_
Account of Kathryn How.1ls
Executrix
ADJUDICATION AND DECREE
And now April ~~,19 71,this matter came on for hearing,
Qudit and distribution at this session and testimony ta~and thereupon,upon due ~onsideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$2 3~.Jt-l and the account is accordingly confirmed;and it is ordered,
adjudged dna ecreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
SCHEDULE OF DISTRIBUTION
Balance per account _
Balance 1
Deduct Clerk's Costs &Receipts ------
Patrono,Ceis1er &Edward8At'torney -=--_
o,;Kathr.yr).ljoJfells ,daughter,1/4 residue,cash
En().:8:~'Wi.J.~J,.Bm8,son,1/4 residue,cash
Datla';;wt~,J!i:'ms,son,1/4 residue,c~sh
K~ren'l'~~,granddaughter,1/8 residue,cash
."Dureena Ebner Grobe ,Granddaughter,1/8 resid.'ue',
$2,333,41
16.00
$2,317.41
//~lfj7/
579.35 'f&./f)tJO
579.35~~1
579.35
289.68
cash,
No balance
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C!!nmmnUUttalt4 nf ,tUU9YlnaUia,}ss.IlWi4iltgton C!tOUltty,
KNOW ALL MEN BY THESE PRESENTS:'Whereas,at Washington,III the County aforesaid
J
on the 5th.day of September A.D.19 69 ,before me,
Russell Marino ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
late of
Mary M.Kennedy
California Borough in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Kathryn Howells
rix
the Executl7t III said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino
grant these LETTERS TESTAMENTARY,unto the said
I
Kathryn Howells
,Register as aforesaid,do
committing unto Her
,
the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring Her
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard ,and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this 4th.
day of September III the year of our Lord one thousand
nine hundred and Sixty Nine
Register
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It MARYM,KENNEDY,'of 850 Speer Street,California
Borough,Washington County,Pennsylvania,being of sound mind and
memory,do hereby make,p~blish and decl~re this'to be my Last Wil
and Testament,in manner and form following,h~reby revoking any
Will or Wills heretofore made by me.
FIRST:I direct tqat all my just debts and funeral
expenses be fully paid and satisfied,as soon as conveniently may
be,after my decease.
SECOND:All the rest,residue and remainder of my
I
Iestate,of whatsoever typr o~nature,real,personal or mixed,and
wheresoever situate,I'give,'devise and bequeath unto my husband,
ROBERT C.KENNEDY,JR.,only,in the event he sl.Irvives me,and'in
the e~ent he fails to survive me,then I give,devise and bequeath
all of my said estate to the following:to my daughter,KATHRYN
HOWELLS,an undivided one-fdurth (1/4)share;to my son,ENOS
WILLIAMS,an undivided one-fourth (1/4)share;to my son,DANA
WILLIAMS,an undivided one-fourth (1/4)share;to my granddaughter,
KAREN EBNER,an undiv~ded one-eighth (1/8)share;and to my
granddaughter,DUREENA EBNER,an undivided one-eighth (1/8)share,
to be theirs solely and absolutely.
THIRD:I do herehynominate ~constitute and appoi'nt--my
husband,ROBERT C.KENNEDY,JR.,to be Executor of this my Last
.Will and Testament,but in the event he fails to survive me,then I
do hereby nominate,constitute and appoint my daughter,KATHRYN
HOWELLS,to be Executrix o~this my Last Will and Testament •
....)'..
-'--"--__--~--~._"'-~._..-~~~~
IINWITNESSWHEREOF,I I,MARY M.KENNEDY,have hereunto
set my hand and seal td this my Last Will and Testament,on this
d'J.X da y 0 f Ma y,1968.
(SEAL)
Signed,sealed,published and declared by MARY M.KENNED
the Testatrix above named,~s and for her Last Will and Testament,
in our presence,who,in her ~resence~at her request,and in the
presence of 'each other,have hereunto subscribed our names as
attesting witnesses.
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i\ffibnuit OOf 1£xrrutnr (@r i\bmiuistrntnr J
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etatr of Jruuugluauia.t us:
C!1ouuty of Bus4iugtou \
P,~rsona1ly before me,the undersigned authority,a,~.Q.~;~.r.'.Y.p...yp.l.j,.Q ..in and for said
I .County and State,appeared KA'IHRYH .H.QW.ELLS who,being duly
sworn according to law,deposes and saysthats he is the~~~of the estate of.'ExecutrIJc---'---
.MARY M K.E.N.NED.Y "j..deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of..MA.R.Y .M.KElilNE.Il:'Y ,
deceased,except real estate outside the Commonwealth of Pennsylvania;th,at the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named:f'xaamxxxXmba~..
Execut1"ixSW:~:Aand subscribed before me this..:3.a..l:t.........'l ~l-.~/'PH~llI day of·..L-·~~72:·······.:J·,a2:;;I,~.,..:.~~~....-
..S L.SH.B.O.Y.Ea.~~~(J {;):...\~~..Callfornia,Washington Co.,p •"':T Executrix
My Commission Expires ADDI'TI NAL INSTRUCTIONS.If~aryiH'iH\?Jnto must be filed within three months after appointment of personal representative.
·2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Originahnd 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original!and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate.Tax Return..,
REFERENCE FOR ADDITIONAL COPY
Act 'of 1947 P.L.513 "Sed.5.2,72 P.S.4844.2
!
3JuUtutnrgaub "ppraistmtttt of~the goods and chattels,rights and credits which
were of MA.R¥,M KEHNED.y ,la~e of C.~;J..1.t.Qr.n.i~B.~.r..Q.J.1..g:h .
Washington CQunty,Pa.,taken'and made in conformity with the above affidavit.
.!DOLLARS CENTS
PERSONAL PROPERTY -NONE
REAL ESTATE""ALL the following described.piece 01"lot of 4 ..5(?0
ground.situated in California Borough (formerly East Pike Run
Township)I'Washington County~Pennsylvania.,situate on the
East side of a 40 foot street in the Baker &J'ackman a ddit ion.-.!
to the Borough of California;in the said county and state
bounded and de.scr1.,bed as followsto"'"
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BEGINNING at a point corner of Lot No.:23,t thence-in a
'.Isouthe1"ly direction along the lille of said forty (40)foot
street forty-five (45)feet to an alleYJ thence in an
easterly direction along said alley one hunqred twenty (120)'
feet.m01"e or leasl to a twelve (12)foot aileYJ thence ih a
northerly direction along said twelve (12)foot alley forty"
five (45)feet to a corner of Lot No•.231 t~ence by line of
Lot No.231'one hundred twenty (120)feet,more or les'sf to
the place of beginning.
BEING Lot No •.24 in said plant recoI'de4 in Plan Book 2
page 58 in the Recorder's Office of Washingt'on County.
EXCEPTING AND RESERVING the coal underlying said lot of
ground and such mining 1"ights as have been bjeretofore grantEtd'
3.nd conveyed.
UPON the said premises i.s.e1"ected a sma.ll fl"alne dwelling
house.,
BEING the same'premises conveYed to Ropert C.Kennedy &
Mary M.KennedYt his wife,by Andrew T.strauss,et ux.t by
deed dated the 7th day of September.19461'aind 1"eco1"ded ill.
the Recorder's Office of Washington CountyI'Pennsylvania,.in
Deed Book 7J.5,at page 4J.3.The said Robert C.Kennedy
predeceased his wife I'Ma,ry M.Kennedyt and t;he fee simple
title to said premises vested in Mary M.Kennedy as surviVing
tenant by the entireties.
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STATE OF PENNSYLVANIA,
WASIIIN&'FON eoa.TT,
UJe.sfJHore /~n /t:t.vly
~ss:
The within named Accountant being duly sworn according to law,depose sand say s that the above account
as stated is true and correct as ~b.~verily believe,s •
Sworn and subscribed before me this I.!-...-
Wa'shington County,ss:I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
prescribed by Statute and Rule of Court,as evidenced by pr.oofs
thereof filed to No..-h..3-::.71:::/.Wit~;;;j hand and aff;dal seal th;S../e..'mmnmn.
day af ..:::::ttl~nii/i ;191.t...LX~~.
Register of Wills
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The Court is respectfuIly requested to determine
proper distribution in this estate.
ntan't
t,
THE FIRST AND FINAL ACCOUNT OF
.".
KATHRYN HOWELLS,Executrix of "the ESTATE OF MARY M,KENNEDY,DECE ED.
,.
..........W pt~to'!'ftl!!llI'P'tWf'!ltIl!o4""'foI4t'!"1 ~H etl!"'f W HWt;~W ..~'~M~~t!o4
W ......WM.......H~...~~.......~M~~~~~~...~M~M ~~~~~~~~H ~~~~~~~~~~~~~~_...M~M~"~~....
..','~';'i ' • .
To Amount of Inventory and Appraise'ment filec~$4,500.00
.,.
Appraised value of Reaity
Sale price of Realt~
Gain or Loss
To Credits claimed by Accountant
4500.00
4500.•00
0.00
2,166.59
Balance for Distribution $2,333.41
The Accountant claims the following credits~
1969
Reverend Conrad Lundberg
Bell Telephone Company
California Water Company
Jewel Comp any
Harold Stroud
Lizzie Kennedy
Harold Stroud
C~leffie &Greenlief
Funeral Services $50.00
Phone Bill 8.01
Water Bill 7.13
Bill 3.75
Care of Decedent 75.00
,Care of Decedent 50.00
.Hauling garbage 10.00
Funeral Bill 1,170.50
1970
Adam W.Koncik,Tax
Collector
West Penn Power Company
California Bereugh
Bell Telephone Company
Quinet Monument Company
West Penn Pewer Company
Columbia Gas,Inc.
Russell Marine,Agent
Columbia Gas,Inc.
California Water Company
Register of Wills
Washington Co.Reports
Observer Publishing Co.
Donna Rockwell
Register of Wills
Brownsville Telegraph
1969 School Taxes
Electric Bill
:Sewer Rental
Final Bill
.Gr ave marker
Electric Bill
Gas Bill
Inheritance tax
.Gas Bill
:Water Bill
Letters Testamentary
Advertising letters
Advertising Letters
Witness Fee
'Filing Inventory
Adver.tising House for Sale
83.00
4.79
7.35
14.62
145.00
5.36
199.50
13.00
14.00
14.00
10.00
6.59
Register of Wills Filing Account
Patrono,Ceisler and Edwards Attorneys fees
17.00
240.00
$2,166.59
Observer -Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of 16 May.1929.P.L.1784.as amended.
Commonwealth of Pennsylvania,County of Washington,SS:.
Personally appeared before me.a Notary Public in and for said County
and State•......Richar.d S..•.....C.Q.w.~.~who being duly s,worn
according to law.deposes ,and says that he is the S.e.cr.et.gxy .
of the Observer Publishing Company.a Bennsylvania corporation.and its
agent in this behalf;that the &aid Com.pany is the owner and publisher of
the Observer-Reporter.succ'essor to The Washington Observer.established
Septembe,r 18.1871.and The Washington Reporter.established August 15.
1808.a daily newspape,r of general cir'culation.printed and published and
having'its place of business at Washington.Washington County,Pennsyl-
vania.where it or its predecessors have been established and publisrued
continuousIy for more than six months prior to the publication of the notice
hereto attached;that the printed notice or advertisement hereto attached
is a 'copy of an official advertisement.official notice.legal notice or legal
adve·rtis·ement.exactly as printed or published in the Ob,;'erver-Reporter in
its regular editions on the folloWing date or dates;_..
..........................S.eptemb.e.r 10.,..1.7.a.nd.24.,l9.Q.9..
that neithe'r tae affiant nOT the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the all-ega-
tions of this affidavit as to the time,ace and chara/Jof publication
are true.,I~...
I ~XECUTRIX'SN~TICEc=J
Estate of MARY M.KENNEDY.,deceased late of Borough.of..Cali-
forni.a.Washington Cou1?ty,Pennsyl·
va£~~iers Testame~fa:ry..u~o~·.the.above estate having b~en.;granted,
to'the undersigned,.alI.personshav·1
ing claims against t!!~i~'e&t~Je·L!!.t:e;
l'f!qljested'to make kn..ow.11,tlielsaIJ)-~ltotheundersiglled·or.,lil :r:.'1eYACandall,iJersons indebted to de·!cedent are requested to.pay·
ment to the undersigne'di.wlthout
delay,'KATHRYN Howiiis
.R.D.#3 -Mystic Hills.Export.Pennsylvania .-15632
PATRONO.CEISLER ANDEDWARDS•.Attorneys
P.O.Box 636 .,•.•'.,California,Pennsylvania 15419j -:.'69~~~~,>;~,~,;~3~1..ri~lP·-.':.-,...-";.'\,
Sworn to and sUbscr-~~~oreme thiS.....2.4,day o;..r.e.p.-:em..o.e..rAf<J:;:;;:E~~~~
WASHING1G!l \\IASHING10N CO~~./'.;
MY COMMISSIQN EXPIRES MAY 6.1972.
1969
1Vash~on County Reports
Washington;Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.S,paragraphs (S)and (25).
COUNTY OF WASHINGTON}88.
STATE OF PENNSYLVANIA
Personally appeared before me,a Notary Public in and for said County
and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes
and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,
the officiail legal periodical for said Washing,ton County,published weekly
hav,ing its place of business at Washington,Washington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASHINGTON
COUNTY REPORTS was established on March Sl,1920,and was designated
as the official legal publication for Washington County,Pennsylvania,by order
of the several courts of said County,dated November 11,1920;that the printed
notice or advertisement attached hereto is a copy of a notice or advertisement,
exactly as printed or published,which appeared in the said legal periodical in
its regular issues on the following dates:
.......Sept.emheJ:...~1.,....18.....2.S......19.6.9.......
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or adver,tising and that all of the
allegations of this affWavit as to the time,place and character of the publication
".!m..~b.Lj!l-,__~
~~/-~_Editor
Sworn to an~before ~,
.....2S.~,y of S.ept.eaber ,19 69 .
............:k~~.~,..
'Dtary Public
KATHERINE C.YARD,Notary lie
Washington,Washingtnn Co.,Pa.
My Commission Expir'fls
November 1,1969
--------------------
Estate Notices
The Register of Wins has granted
letters,testamentary or of administdtion,
in the following estates.Notice is hereby
given to all persons indebted thereto to
make payment without delay and to those
having claims or demands to present
them for settlement to the Executors or
Administrators or their Attorneys.
• • ••••• ••• • ••••••
KENNEDY,MARY M.,Dec'd.
Late of Borough of California,Wash-ington County,Penna.Executrix:Kathryn Howells,R.D.__#3,_My_stic Hills,Export,Pa.15632
Attorneys:Patr~no.·Ceisler,-&'Ed-wards.P.O.Box 636,California Pa15419' .I
In the matter of the Audit of Account in
J
Estate of,__MA__R_Y_M---:...o _K_E_N_N_E_D_Y 1
TO THE AUDITING JUDGE:
No.984 ___o_f ->.19~,A.A.
Enter o::....,:::u:..=r:..-.appearance for Ace°unta n tin the above entit1 e d rna t t e r
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in tha.t regard.
AND PETTIT
,19~
No.984;of ,19~,A.A.
In re Audit of Account in Estate·of
MARY M.KENNEDY
AUDIT
'rattipr for i\pprarautr
FOR
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PETITION SUR AUDIT
I·N THE ORPHANS'COURT OF WASHINGTON COUNTY
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Testate Form j
Estate of ~~.Y.JY!.•....~~.~~~.P.X .__I No ~.~1 ~L.;J;.~.~.~_ .
Fiduciary ~~.~.~!..Y.E ~.?!l.'~.?::"I:.~.
Deceased i
Date of Date of
Decedent's death !}.!-!-.~!-!-!.l.~?~.t...:"1:.~.~.~Grant of Letters ~!':.I?~~.~~.~.!.~.~:"I:.~.~.~.
This is the X.J.:X.~.t..~.~9 E:.~.~~.~account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term .
i..____ ___ ___•..___.l _____....•__•__ ____•
Election to take Not applicable
Under or Against will.(cross out one)
Date Election Place of;
Filed Record ::.
I
Name of surviving spouse .na.ne _ _..~_ _.._.
List issue,where material:
Did decedent marry after execution of will?(indicate)~!No.Any children born after execution of will?(indicate)
}f~No.If answer yes,name them :~__.._.
Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
Kathryn How'ells Daughter 1/4 sui juris..1/4EnosWilliamsSon sui juris
Dana Williams Son 1/4 sui juris
Karen Ebner Gra nddaughter 1/8 sui juris
Dure~na Ebner Grobe Gra nddaughter 1/8 sui juris
List,if exceptions to above:
None
If partial intestacy,give facts:
Adeemed:Revoked:Lapsed:Abated:Give Cause:
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivi~ion c)received written notice of the filing of the account
and of call of audit?Yes.~
If any exception give cause:.
Fi Ie copy of Notice
and date of mailing Me.:r..~p...}.,+.~.?;J;r ··.······.
Is estate subject to the filing of a Federal Estate Tax Return?~g .
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.?;J,.9..•..Q.Q.•.............................•........
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
.................................~~.t..~.p.P.J:.~.C?9:.1?~~::.
Give Names and addresses of all unpaid creditors who a re legally entitled to notice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
none
Balance for distribution per account,
Itemize any additional debits not shown by account:
Total additional debits (Add)
Itemize any additiol'}al credits not shown by account:
~;
Total additional credits (Subtract)
Balance for distribution
$.
$.
$~.t.~.?~.~.1L .
$2.,..3.3.3.•.41 .
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Balanoe for distribution is in cash.
~
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If F ·,E .I'd b P ... I f R .d'not ap'nlica bleamiyxemptloncalmeyetltlon,give pace 0 ec;or x '"
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:~Q.t..?!-.P.pJ..t.9.9:.1;l.:l~L .
I
List any advancement or distribution on account that has been made,and nature and amount of same:I
None
Suggested distribution of balance shown,both as to principbl and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
After payment of Audit costs'l to the reSiduary legatees in
the shares set forth on .the first page hereof.
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
swornbeingduly doth depose and say
that the facts set forth in the foregoing petition are true
to the best of h~.:r.knowledge and belief.
..........~w.Q.;,r::}1 to and subscribed before
S~e thtiS···f··rO··f·f·:da~yOf.,.;~~~':.C.~..~19;~..
Igna ure 0 Icer.....:!-.":I.•t.ot..L ••••J..&d.d...</..
Hie of Officer '~.•.~u .
Office exPires .I1.t,P.?Jj....lf.2r1..
And your petitioner will ever pray,etc.
/~~J.~v.6Ld/&.
Kath r yn "Howe 11 s
1 _____ _ _______
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No.984 of 1969
..."".,.'""
Estate of.MARY M.KENNEDY......---__..__.._-_..-.
Deceased
Fiduciary.....~::.~.1?::..Yn How'e 11 s..................-_..---_--__..
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL ~
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.!
1.Written praecipes of all Counsel in the .
case.
2.Copy of order appointing Guardian ad
Iitem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
3.Letters Testamentary or Administration
C.T.A.or an attest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
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PATRONO,CEISLER AND EDWARDS
I
Attorneys at Law
!
80 East Chestnut Street
Washington,Pennsylvania 15301
NOT I C'E
In the Orphans'Court of Washington County,PennsylvaniaEstateofMaryM.Kennedy,Deceased
No.984 of 1969
TO:
Please take notice that Kathryn Howells ,Execut~ix
of the Estate of Mary M.Kennedy deceased,filed
herFi~st'and Final Account at the above Number,and that
said Account will be called for audit in the Orphans'Court Room,
Court House,Washington,Pennsylvania,on Mareh 19,1971
at ~1.,and a decree of confirmation and distribution may
be entered unless exceptions or objections are filed.You may be
present if you so desire but your presence is not mandatory.
PAT RONO,CEISLER AND EDWARDS
Attorneys for ~
Dated:Mareh 3,1971
Notice sent to the following on March 3,1971:
Enos Williams
Dana Williams
Da~en Ebner
Durenna Ebner Grobe
Kathryn Howells
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA
ORPHANS'COURT DIVISION
atto rneys are Patrono,Ceisler &Edwards.Mr.Patrono?
Kennedy,deceased.The Executrix is Kathryn Howells.and the
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IN RE:
ESTATE OF
MARY M.KENNEDY,
~Deceased.
<>..I>-OJ"zZIIIQ,
i .'~BEFORE:
ClziOJ<:=
~APPEARANCES:
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QTIME:
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ui~THE COURT:
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,J<~MR.PATRONO:
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)No.984 of 1969.),)
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HEA RING ON AUDIT
THE HONORA BLE P.VINCENT MARINO,Judge
of the sai cl1 Court.
'pATRONO,CEISLER &EDWARDS,ESQS.,of
Washington,Pa.,rep res enting the Accountant .
Friday,March 19,1971,at 10:00 o'clock A.M.,
EST .
Number 984 of 1969,the estate of Mary M.
If the Court please,I have what I think to be the
necessary papers;no complications,no unpaid creditors.The
balance for distribution'is in cash.
THE COURT:Is there anyone els e in Court interested in this
decedent's estate?
(NO RESPONSE)
THE COURT:The audit of th is account is ordered closed by thl:>
2
Court.
I
( AUDIT CLOSED)
)
I hereby certify that the proceedings and evidence are contained
c(zc(~fully and accur.ately in the notes taken by me on the hearing of the above
~",/"1
Z .,.~cause~and thc:t'this copy is a correct transcript of the same.
ieClziIIIc(~
The foregoing record of the proceedings upon the hearing of the
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~above cause is hereby approved and directed to be filed.
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being duly ._._..~}!_2~.~...according to law,.deposes and-says tha~heis theJ~~~Q.l,lj;!'J~~_.._,c.:__...__.._
•..••_.c ,+.v •.'(Exec.,Adm.•<Legaree,·Etc.)<•.
of the estate of_MAB.X.._M.,.__K~NN.E.DX',~:_:-;;whose last residence was ._J~.5_Q...s_pe_e.r S:t.r.(e.at__..___.•.".,'..-'.\,..'(No.)_.Street)
G9.-_~.~J.QK.~~~.._~9.tQ.~g1L deceased,and that the whole of the estate oLsaid decedent,who diedJ\!!.KY.s.t....2.8.,.1.9.69(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
situated·in California Bbrough'(formerly East Pike Run Tow'nship),~-w-<:I'-B--lg,.;),-ag:-'&-liI'-B-47-l~a-:&~---*'-ti-lB-H-&;'*'\I'<!lr:I'l:'3'i=<!'"'lr-r-a~~~!t-9-H.,-'6~~!i-a-e-v-s~l-e---9-';E---,a--t-1~50 0 0 0 .
40 foot street in the Baker &\rack~n a ddition to the Borough of
as
BEGINNING at a point corrler of;Lot No.23.thence in a
southerly direction along the line of said forty (40)foot
street fort -five (45)feet to an alle thence in an easterl
direction along said alley one"hundred twenty (120)feet,more
directiOn along said twelve (12)foot alley forty-five (45)
f
one hundred twenty (120)feet,.more or :less,to the place of
beginning.
BEING Lot No.24 in said plan,recorded in Plan Book 2
page 58 in the Becorder1 s Off
ground and such mining rights as have been heretofore granted
~kR~~and conveyed..
U on the said remi?~es is"erected a .small frame dwellin
house.
BEING the same premises c'onveYE!d to Robert C.Kennedy and
"
deed dated the
Recorder s
Book 715,.at page
his Wife,Mary M.
premises vested in
entireties.
PERSONAL PROPERTY -NONE
-II~
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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,
Jointly Held Property Estimated
Value
_________--.\ou..u:<...lo.<..n.....JL....LL.b-.A..l""-'-'.u.J:Lll..l..:--..ll-I........----J'-=LLJ,-'±-!;L;:;L~r_'_t:-.1~~-U-I..l..l,:..~\__I~4r-ol.......~....:----_+------<o;....,•.::::-~:-_~..
.Ca
Bank California Penn
date of death was $429.50.The'account was established on
J.KATHRYN HOWELLS The amount in
August 6,1969,and is therefore'compJeteJy taxabJe.
J.KATHRYN HOWELLS.This account wa~_~.!.L!JL..-L~;;..JJ...i:l....lL.:.......l,;4--L..;;LU.OZ""'__-+__--'-~~-
Savins'Account No.7728
The entire account is taxable.
Transfers within TWO YEARS Prior to Death
NONE
-'That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly wit~,or as agentor 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:':"-
I,
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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
NONE )
-
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BENEFICIARIES
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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
Kathrvn Howells DaUP'hter 'Yes ..
R.D.#3;Mystic Hills;",,
"t:'PAnnRvl vanialfinl~2 ,
,,.:,
"...,..
~nos Williams Son e Ye,s
8~07 St.Lawrence Avenue t,'.,
P 1 t t sbu~gh J Pennsv·"-vania 15218
Dana Williams Son YA!=!
410 West Main Street
Elkland Pennsvlvania 16920
"
Karen Ebner Gra n~;,~.~.VAgDau.,":At'
2018 Noble Street 15218J>ittsburQ"h PennRvlvania
"':'";'-".._.Grand,"""......
Durenna Ebner Grobe nallah+t:>,.Vt:>g
~am~ton Avenue 15218itsbur~h PennsYlvania
I I
RESW~N1\.DECEDENT DEBTS AND DEDUCTIONS CLAIMED ";
,,.'.DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN..KEGISTER ONLY
Funeral expenses paid $$
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
ICounselfees*
Fiduciary commission *
OTHER DEBTS AND CLAIMS I(*)See Note below
;
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Total
-----~NOTE'List first five items in the spaces so provided observe notations thereon and instructions
)
"
(Street Number)
(City or Town and State)
HOYER''n'..,..otary PUb"/}la,W~shington Co.,Pa
My CommIssion ExpiJ'e$,
January 29,19:'1
.........:~f .Sep.te.mbe:c ,196.9.
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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 ,jlowed.
."00\""
Subscribed and s~orn to before me this ?~.: .
Having been duly sworn wcording to law,I do heY9'Y"certify t~t the above appraisement is made in conformity with law on this..................!(~dayOf ~./J.,.1'L:?,1.&,7'
..../.~Ie ~.............~.J1.-t .a/!..e....AP~s-.r •
In the event that any future interest in this estate is tmnsferred in possession or enjoyment to colla 'al 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 transferinheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF THE REGISTER OF WILLS
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 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 said schedule above,which greater or lesser amount represents the sum allowed as a deduction.
Dated:.
Register of Wills
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Form No.RCC-62 (7-69)
Will Otfd
Administration INo.0 /.~0 To.0 Year .to?
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
o..0 0 •MARY..M•..KENNEDo~00.0 ••0 .00 •••
Deceased
Late of ~.e.l;l:eor.nia.oB o.r.ough 0 ••0 0 • 0 •
County of 0 •W.e.sll.:f.ng:tQn.0 .00.0 0 000.0 0 •
Commonwealth of Pennsylvania
REPORT~Nj)APPR&sALT1(f,lFr1::t:J __
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RCC-BI (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING or APPRAISEMENT
KATHRYN HOwU,LS
(Executor ~X1~dl+
IN YOUR REPLY PLEA••
REFER TO
J
In Re:Est ate of ......,....lfJAR_Y'--M_._KEN__N_E_DY _
______W_A_SH_I_N...;,G_T_ON~County - FHe No.63 -69-984
Dear Mr$.Howells:
You are hereby notified that the original
appraisement in the estate of Mary M.Kennedy
has been filed in the office of the Register of Wills qf Washington
County on December 11 ,19-i~Said appraisement reflects the
following valuations:
Real Estate 4,500.00-'-----'----=-'~~=--Jt.Held ~1,498.85----..;;.;.::-:..:;'--..;..:;.--
Transfers ---------r--r1":r&-~--Total -'--__---,-_~_5...:.,..:...5_9_E_.86...::...__
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 __--'D~e=:..:c=:..:e~m:;::b:.:::e::..r_l=1~.l-:l'_'9:.:::6:_t.9 _
Title W.R.CHANEY,
DATE OF DEATH:August 28,1969
Note:This is not a bill.
~..
",CC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA.
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
csta te of KENNEDY,MARY
(Last Name)(First Name)
M.
(Initial)
SUMMARY
DATE OF DEATH 8-28-69 FILE NO.63...69-984
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:'712-';----==1l==--..:;.69L-_
08-28-69
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for 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.
Dated:_
REGISTER OF WILLS
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 Fl
CLEAR VALUE OF ESTATE
VALUE AS REAPPRAISED
$-------+--
Valuation of life estates or -t=
COMPUTATION OF TAXFORUSEOFREGISTERONLY
Tax on $----------t--2%
Tax on $®
Tax on $5%
Tuoo$lK
Tax on $15%
fu~ptioos *
Total Estate ....+-__
TOTAL TAX
$-------+--
$-------+--
$--------+---
$-------+---
$-------+--
$-------'---
(*)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 $t=
Add interest at rate of 6%from_____to $--.J
AMOUNT OF ESTATE TAX ASSESSED $------IL-
Estate tax paid $--'l-
BALANCE DUE $~I____
Add interest at rate of 6%from
--_to--$----It=
TOTAL TAX BALANCE $------IPAID$-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 short explanation.
Will !...No.AdmlOlstration
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Iv'..ARY M.KENNEDY
Deceased
'.
Late of ..
County of
CALIFORNIA..
WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
'·i
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,.
..
Form RCC-2
.DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS..
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAJ,'.
APPRAISEMENT
DATE .P.~.9..~~.~.J;,~.~.!.!.?§?..
COUNTY Was.h.ing.t&P.:..
FILE NO.....§.?.:.~.9.:.9..?-4..
Whereas,,',M~r.Y M.~~.~!m.~.q.y., ,late of 9.~.~f.'>.~~~.
in the County of W9.:§.ht..pg.t&D Commonwealth of Pennsylvania,having died on
the ?~~.h day of A~.~.~.~,..,19..§9..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;i
Therefore,I,..................................W"Jt,.....C.HAN.~..............................................................,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles
$
REALTY :
All the following descri.bed piece or lot of ground
situated in California Borough (formerly East Pike
Run Township)Washington County,Pennsylvania,situate on
the East side of a 40 foot street in the Baker &
Ja.ckson addition to the Borouah of California.4.500 00
JT.HELD::
r.h~"'Ir;"'1""AC!C!t.in Pitt.Shll1"P'h Nat.ional Bank California
Pa.,in the names of Mary M.Kennedy or J.Kathryn
Howells.429.50
Savings Acct.in Pittsburgh I'Jati anal.Bank,California
Pennsylvanian.in the names of Mary M.Kennedy or
Kathryn Howells 1.069.35
1.498.85 1,498 85
;
Total 5,998 85
fonn~;~fh 7.:~:~~w~~CC()rrlWt~~·~:;o~~..~~cert~~~ff;~;£!::~~~i~~=~~~n ...o":~
A r jeer··lIJ....··......j)l··....···,······~~....··..··..·..·..·.............................................................................................'C.""'r"",7:':;;~".Penna.
<-.------
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MARY M.KmNEDY
Deceased.
Lc:te ~f
CALIFORNIA
Date of Death,.fI..'Y.g1J...~~?E3"..:l..9§9 .
Appraisemel!t Docket Vol.,3.$..
Page,.l~7 No...63.~.69.~.984 .
Filed in Register's Office,p.~.9..~.mP..~.:r.J).,..19.<?9 .
Anu:Junl of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal f1'Om Appraisement,.
Entered and charged,.
•
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-----
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Form RCC·II;~DEDUCTIONS ALLOWED IN)
,t ..
THE SUM OF ............$Itlf..?'1?,.,
OFFICE OF THE STATEMENT OF DEBTS
REGISTER OF WILLS DA(L:111~::1ANDDEDUCTIONS
OF COUNTY
AND AGENT OF THE COMMONWEALTH
Regls!er of WIlls,Age"!~I
II
ESTATE OF Mary M.Kennedy LATE OF California Borough
DATE OF FILING APPRAISEMENT DATE OF DEATH August 28,1969
DATE NO.OF NAME OF PAYEE REMARKS AMOUNT
VOUCH5J1t
1969 !Reverend Conrad Lundberg Funeral Services fiO 00
!Bell TelenhoBe Comnanv Phone Bill 8 01
iCa1ifornia Water Company Water Bill 7 13
Comnanv Bi 11 •17fiJewel~
1Fr",-roln S+-rOlln r",.....,."of'1"\.1 75 00
[.Lizzie Kennedy Care of Decedent 50 00
Harold Stroud Hauling garbage 10 00
lca1effie &Green1ief Funeral Bill 1,170 50
IAdam W.Koncik Tax Collectol-1969 School Taxes 83 00
!west Penn Power Companv Electric Bill 4 79
Icalifornia Borough Sewer Rental 7 35'
lEell Telephone Company Final Bill 14 62
iQuinet Monument Company Grave marker 145 00
/west Penn Power Company Elect:nic Bill 7 03
Columbia Gas,lnc.Gas Bill 5 36""-
Columbia Gas,Inc.Gas Bill 5 44
California Water Company.Water Bill 2 52
lRegister of Wills Letters Te stamentar y 13 00
Washington Co.Report s Advertising Letters 14 00
Observer Publishing Co.Advertising Letters 14 00
Donna Rockwell Witness Fee 10 00 -
lRegister of Wills Filing Inventory 3 00
IBrownsville Telegraph Advertising House for Sale 6 59
1970 IR~poi ~t:~-r oT Wills Filinpo Account:17 00
~,~....~~~,.'~'P'o ,...."""'"':'...~-_..,"li,,,.
!Patrono.Ceisler and Edwards Attorneys fees 240 00
~'Q-o iJ;j"C1j-6l"'-<t h P1-/b ~
COMMONWEALTH OFtJ:ENNSYLVAilUA
}S8:c-S/;J1~r"4","
COUNTY OF ~.
I,Kathryn Howells HEREBY CERTIFY.THAT.TO THE BE.r OF
MY KNOWL.EDGE AND BELIEF,THE FOREGOING 18'A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL.EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE EST"TE OF Mary M.Kennedy DECEASED.All DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.I~1f~~6 (L.5.)
SWORN AND SUBSCRIBED BEFORE ME THIS DAY 01"~r yn ~~
~'Y£Ie ...11.-~.~.~---
,7ta-;j;;Z~/1'72-
CATHERINE HOWELL
R.D.#I,MYSTIC HILLS
EXPORT,PENNSYLVANIA
.....
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
RCC-121 (2-72)
Da t~__O_e::..t::..o;;...;b;;...;e;..;.r--.;,,2_0~,_1_97_5 _
Re:Estate of Ma.ry M.Kennedy
Date of Death -A'--u-gu~;";'S-t-:-~2'""'9""'f-""'1""'96"""::9;""·----
Bureau File 1I-=-6,:::.li3=6:"::'9~...9"""':8;:"':4,...L-----
ATTY.PATRONO,CEISLER,EDWARDS &County File /1 -~3~8~.::t-l~...-=-7~=--------
80 E.CHESTNUT ST.P$T!IT;
WASHINGTON,PENNSYLVANIA 15301
Dear Mrs.Howell:
According to our records,the following taxes are delinquent on the
above estate:
Nature of Tax
Inheritance Ta"
Amount Delinquent
$31.34
Plus Interest at 6%From 11-29...10
to 11-20-75
$9.36
Unless payment of all tax and interest due is made to the Register of
Wills of Washi11a;ton County within thirty (30)days from date of
this letter,this Department shall take legal action to effect collection
without any further notice to you.
TAX DUE
INTEREST
BALANCE
$31.34
9 ..36
40.70
Very truly yours,
MAKE CHECK PAYABLE TO:
RUSSELL MARUm,ACEl\1l'~Chief Appraiser:vi~~~;q~MUHvdr0J:~l'MW
For:Peter J.McHale,Director
Bureau of County Collections
Address Reply to:
INHERITANCE TAX DIVISION
244 Washington Trust Building
Washington.Pennsy1vania 15301
REAL ESTATE
JT.HELD
GROSS
))&D
CLEAR VALUE
TAX @ 6%
'PREV.PD.
BALANCE DUE
I
$4,500.00
;I.,498.85
5,998.85
It9~6.~Q
4,022.35
241.34
210.00
31.34
-~,.<":O~!~lO~WF.:d.TH 0 F i r.::'l~Syt\!\.'i!A
rfi::JT::\1{T \f E~T 0 F :1 E\~~rE
i{\RRbBl PC
October 10,1975
Date of Death:August 29,1969
Bureau No.:63-69-984
County No:38-1-7
:.1ary M"KennedyRe:cetatp ot:
CATHERINE HOWELL
R.D.#1
1,fYSTIC HILLS
EXPOFIT,PENNSYLVANIA
Dee:-FiducJ.ary:
.....:>a resu.lt of an audit of the Inheritance Tax Dockets of\idsh~ngton County,it has been disclosed that you are theFi:,uc~ary or Tax Obligee of the above estate,now in a del-
~nquent status.
In accordance with Inheritance Tax Directive #5 (revisea 6-73)
Entbrcement Program,the purpose of the Inheritance Tax Enforcement
f;rogram is to insure compliance with Section 701 et seq.of the
Inheritance and Estate Tax Act of 1961,and prior related acts,
whJ.ch require the filing of Inheritance Tax Returns and Estate
Tax Returns and.the payment of taxes.
I..t
i
I
Please comply to the above within ten (10)days.
mjr/
For:
Tl).ank you,~~IdJ~_~
J;hn S.wal~Revenue~.ent ~'3.-(
eter J.McHale I Di rectc'r t7'.
Bureau of County Co11ec1J.on~
Make ~11 Replies To:
•1
<\I•
'Yt5.7Q
Inher1.tance Tax Division
244 \";ashington Trust BUilding
Washington,Pennsylvania 15301
Phone:228-2211
t "'-.
'..~...'"-COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
Date:October 2,1975
Re:Estate of:!-fary M.Kennedy
Date of Death:August 29,1969
Bureau File 1/63-69-984
COtmty File II 38-1-7
15301
AT'rY.PATRONO,CEISUm,EDlvARDS t1 PETTIT
80 EAST CHESTNUT STREIT
~ASHINGTON,PENNSYLVANIA
Dear Sir:
As a result of a review of the Inhepitance Tax:Dockets 'of Washington
County,the records indicate 'that you are the representative of the
above estate now in a delinquent status.
According to Pennsylvania Inheritance Tax Directive #5 (revised 6-73)
Enforcement Program,we are obligated to notify the legal Representative
by a copy of our second notice to the Fiduciary or tax obligee.
However,we have been directed by Bureau Headquarters to extend you
this (10)ten day courtesy period,prior to our initial contact to
the Fiduciary...
The purpose of the Inheritance Tax Enforcement Program is to insure
compliance with Section 701 et seq.of the Inheritance and Estate Tax
Act of 1961,and prior related acts,which require the filing of
Inheritance Tax Returns and Estate Tax:Returns and the payment of taxes.
mjrl Thank you,
John S.Walko,Revenue Agent
For:Peter J.McHale,Director,
Bureau of County Collections
Make all replies to:
Inheritance Tax Office,
244 Washington Tru~t Building,
Washington,Pennsylvania 15301
--.,,/,;;'--l\",:4''.'.'"\1\,
~,j ......
-',
....,','
RCC-39 (5-68)
COMMONWEALTH OF.PENNS'lLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of-:-Ken t1~rn l.iR'f
(Last Name)(First Name)
J!\'--------DATE QF DEATH
(Initial)
8 ..d..k·~<1 FILE NO.lt.3 .~,.'fitt
17n ~I.I·1
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of i.JJ fl oS H,..,',-1/f)'\.
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","8","C",and "E".
Dated:_
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of WiHs in and for 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.
Dated:_
REGISTER OF WILLS
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
VALUE AS REPORTED VALUE AS APPRAISED
$-11_$qEO(J ImL
I i
VALUE AS REAPPRAISED
$I
Valuation of life estates or
Rdh-\IIf\'Jn"r"~c.(.I$S,1.1
..:TOI""HtLJ..
FOR USE OF REGISTER ONLY
Tax on $-=__-+-,__2%
Tax on $----...........siI!~~-T'!H5;~@ :TU~$~
Tax on $\ .10r1"
Tax on $15%
Exemptions *
Total Estate ---JI--_
TOTAL TAX
$
...$
$
$
$
$
COMPUTATION OF TAX
'i41~
~~,I:(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
~,".
.
"l-_~,I •
--"
;to
.,-
.:t.,O·ttu c.~.Pel 1'/11I~~II oS II ~I
.pta.i3.',,,,T~~dT
::::::=~±::',,~s~:=Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
BALANCE OF INHERITANCE TAX DUE $"'__J_~'Add interest at rate of 6%from_____to $
AMOUNT OF ESTATE TAX ASSESSED $--~---Il-
Estate tax paid $--..Jl-
BALANCE DUE $---Jl-
Add interest at rate of 6%from
------4to--_.,--$-----~t=TOTAL TAX BALANCE $------I.
PAID $.....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•
.s~...'(C'~p..,Of'"01!)-;0 Ha,1:-7tfflt.....('''h of
S'~f '-'t~.lt'DI a.~.-;to"Qo l clu c...~i',
~,--~.',"
...
:.~.
Will
Administration (No.
IN THE
year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Deceased
Late of .
County of
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
•
.'
.•
r--'~----""_.'~,"";~-~",,,,=,~:"..-,,=,:-=llJ:i--~.::...-::,~:":.Il~:=~--"-·"--'---,--..-....--.----,~~.-----..-------",.--,,---~---..--------....---------··-...--j-i
I
RECEIVED Fort and ',./100-----...........---------...-----..............-----....----...--dollars
At.ty.Patrono,Ceislett Edwards &Pettit representing Pennsylvania Inheritance or
From:Kat.Howells Estate Tax due from the following estate:
,Address R.D.l Mystic JUlls
Ivania
File No.~~~~~~_Dateof Death 8-28-69
NOVember 21,1975
Dote of Payment ------------------1
Mary M.Kennedy
Nome of Decedent -----------------1
$===4=O=.=7=O==:I~1
TOTAL TAX CREDIT $__-"'2'74:.::;:1;.::.-':'30...:4:...-__
Less five perceritum of tax if Prev.Pd.21Q.OQ
paid within three months after Bal.Due 31.34
dote of death$11iI1
Plus interest at the rate of
.JL%from 11-29-70
to date $=9=.=3.=;6__-101
5 E A L
I ,'NOTE:This Triplicate Receipt to be retained lor audit purposes.
,.."38-1-1
,'Received by
NOTE:In accepting the transfer inherita~ce tax on future estates,prior lo the death of the life
tenant or tenant for years',as evidenced by'this rec'eipt,it is understood that th~\Commonwealth shall
not be precluded or prevented Irom hereafter 'a'ssessing additional inheritance tax atthe death of the__-F~~¥~~~~!::f_+~~~~::::;;J...---_II
life tenant or tenant for y,ears whenev~r it 'appears that such additional tax may be 'legally due and
collectible for any reason whatsoever..
jmo
~j1t
Remarks:
County ---.WiiRb1.ncJt!I:mL------------l
~2,~t~?t'y
..
COpy OF INVENTOR~,,:~1-1-1...
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CENTSDOLLARS
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t ':d.i'1lnututurn,aim !,ppraistwtt1t·of the goods and chattels,rights .and.credits which were,~,¥fl'[t ...1'....
of :••:.;:: ;;.:;~late 0/....
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