HomeMy WebLinkAboutOC1969-1058 - ESTATE OF BAILEYl,C.J 0 BAILEY,of Centerville,Pennsylvania,being of full age,
and of sound mind and memory do make,publish,and declare this to be My Last
Will and Testament in manner following~that is to say:
FIRS'f:I direct that all my just debts and funeral expenses be
Paid out of my estate as soon as practicable after the time of my
decease.
SECOND:I hereby give,devise,and bequeath to FRANCES SANTO,
all of my property,of whatsoever kind,and wh.eresoever situated,
whether real,personal or mixed,to be hers absolutely and in fee
simple.
THIRD:I hereby make,nominate and appoint,Frances Santo,
to be the Executrix of this,My Last Will and Testament,hereby
authorizing and empowering my said Executrix to compound,com-
promise,settle,and 3.djust all claims and demands in favor of or
against my estate;and to sell,at private or public sale,at such
prices and upon such terms of credit or otherwise as my Executrix
may deem best,the whole or any part of my real or personal property
and to execute,acknowledge and deliver deeds and other proper
instruments of conveyance to the purchaser or purchasers.No
purchaser from my Executrix need see to the application of the pur-
chase money to or for the purposes of the Trust,but the receipt
of my said Executrix shall be a complete discharge and acquittance
therefor.I request that no Bond Be required of my said Executrix.
IN WITNE~WHEREOF,I have on this ~day of September,1969,
at ~~\..Y'0A..A.~fl~~.J~..,signed,sealed,published,?-nd declared the foregoing
instrl)ment,as and for My ;Last Will and Testament,in the presence of each and al.l
of the subscribing witnesses,each of whom I have requested in the presence of the
other to subscribe his name,with his address,as an attesting witness,in my
presence an~in the presence of the other.
We,whose names are hereto subscribed,do eertify that on the ~day
of September,1969,the testator above named,subscriped his name to this instrument,
in our presence and in the presence of the other,and at the same time,in our presence
and hearing,declared the same to be his Last Will and Testament,and req!-lested us,
and--each of us,to sign our names thereto as witnesses to the execution t,hereof,which
we hereby do in the presence of the testator and of each other.,on the day and the date II
of the said Will and write opposite our names our respective places of residence."
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RCC-I03J2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX DIVISION
INHERITANCE TAX RETURN
FOR INSOLVENT ESTATES ONLY
OF RESIDENT DECEDENTS WashingtonCOUNTYOF _
This return must be completed in detail and filed in duplicate,with the Register of wills in the County where the decedent resided within one
year.after date of death,unless an extension is granted by the Secretary of Revenue.
Will
BDkNo.108 ~I,__-=F...=:.R=.=A..:;.::N:-:-C=-ES~.=-...:.::.S-=-A=.=N..:-:TO=-.=-..·of R.D.'2,Brownsville,Pa.
(Name)(Address)
Misc.Exeeutl'ix
being duly sworn according to law,deposes and says that he is the =-_-,--:-_
C1 U l'S·""1·Ikl C l'S ....:'e·,v C._.'.J.~..it/ill."Legatee,.etc.)of the estate of·eu.....ey a a ••Vi •..QU "late of \alln:I"Vl ;1..-------;-:;;::---=---;--~:----;-:--;---------
deceased,and that the whole of the estafe of SQid decedent,who died on Selj\\dt1)e;~Tfil)
(Date)p.,q I I 'Ii?9
consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma'rket value of the assets and
no Pennsylvania Transfer Inheritance Tax is due.
Department
Valuation
CAUTION
(Do not writ.e
in this space)
Estimated
Market
Value
ASSETS
(Attach additional sheets if necessary)
Description of Asset
efore me fJ ~'~~_19~DITH V.FLANAGAN,NOTARY'!::{k~c:i.;.~.
OMMISSION EXP~RES M l~12ature).(Title)ssanto Executrix
T e of Asset:
Real Estate,Pers.
Property,Jointly
Held Prop.or
Transfers
Personal
Property Proceeds from health insvanee po1ides with
Constitution Life lDs\U"aace Company
Real Estate a.452 acres of land in the VUlage of Centerville.
.Washillgton County,pennsylVania,conveyed to
Clell J•.Batley a/k/a C.I.Bailey,by the
follOWing deeds·and wills.
Deed BOQk 695,Page 111,and Deed Book 613.
Page 186.8.tad WUl B~k 62,Page 415.2,000,,00
TOTALS 2,181.12
REPORT OF INH.E.RITANCE TAX A~PRAISER
I,the undersigned duly appointetl Inheritance Tax Appraiser in and for the above County do respectfully report that I have
appraised the real and personal property as reported in the foregoing schedule at the values set forth opposite each+.ite'n
the last column to the right......~~•
Dated:b -d.d -7 I Inheritance Tax AP~,
Nome of Payee DEBTS AND DEDUCTIONS
N·litui'e of Claim
Amount
Claime~
Amount Approved
by Register
Mellon National Bank
Brownsville Hospita.l
Washington Co.Rpts.
Observer Pub.Co.
Register of Wills
John Greenlee
Satiefy JUdgment filed at No.·SS';July
Term.1966,D.S.B.,in the court ot
Common Pleas of Washington Co.,P
Hospital Services·
Adver1ising itstat·e
Advertising Estate
Probate Will,administration ap.
Notary :fees'
Funeral Expense
1,488.26
466.85
14.00
14.00
14.60
3.00
1,558.90
I/!yt .:2f.
If't.s';-
Ief.;00
I C/.0 ()
/f,0-0
3.00
I .sS"t:C/(J"
TOTALS $3,558.01 -3;~7()/
REPORT OF THE REGISTER OF WILLS fi'S'.01
I,the undersigned duly elected Register of Wills in and for the above c~u,yc,do~respectfullyreport that I have allowed
deductions in the amounts set forth in the above schedule as claimed,cept where I h ve set forth a greater or lesser amount
in the last column to the right,.which greater or lesser amount represe,ts thr sum allo ed as a deduction.
Date of Approval:<6 -:23-7/AA.A~
Register af Wills
Will }Administration No.Year __
IN THE
OF THE
~,,, I
".,.-MATTER OF THE APPRAISEMENT
.,1",•':',,,",'toJ."/1'/.,-,.....,.•'/. ,'7,,'..').'
Deceased
'.......)
~
Late of Centervin~~--;::;;:]"",'"-':J:e;:rn :::u
(f)G)c:c-",,_._
County of =!;:::,W~shiDglonl
~;~~~f»t
:;;;:-1_.--t..O l~=--t
Commonwe~hc/)f_F,'.ennsylvania~-'
-Ii..,r-,
\~..~~~.:................o -.~:::;tJ
REPat#!NO APPRAISALl>(n '--"
'.
RCC-81 (2-64)
COMMONWEALTH OF PENNSYL VAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E
REFER TO
j
NOTICE OF FILING OF APPRAISEMENT
FRANCES Si\IIJTO(Executorm~
In Re:Estate of ~C!..!.~J:...!.;....!:!;BA~·I:=:;I~,EY::!';:.-~a,/-!lu;d~ai:.-_
____---.Jlw,Jf,1.>.IS.LL'Hl.I.I.J,:lNGuT..L.OuT'iLll-J County - F He No.63-69-1058
Dear HI's.Santo,
You are hereby notified that the ~o~r~jg~i.n~a~l~-------------
appraisement in the estate of ~C~.~J~.~B~A=TI~:~~Y&-------------------------
has been filed in the office of the Register of Wills qf WASHINGTON
County on June 23 ,19~.Said appraisement reflects the
following valuations:
Real Es tate --=2::..2,;O:::.:OO=.L.:OO~_
Personal Property ~1~a~1£._12~-------Transfers _
Tota1 -J:.2~,,...&1.ca:u.J....-l.J,&;.2-------
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 __...:;J..::un~e-,2;:.,3l<..l'L.-::l:..;:<[{~1 _Signed
Title MADEI.TNF:FTNNT<Y,APFiEA ISFU I
ESTATE INSOLVENT
DATE OF DEATH:September 24,1969
Note:This is not a bill.
RCC,39 (5-68)
COMMONWEAL.TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of BAILEY
(Last Name)
c.
(First Name)
J.
(Initial)
a/k/a DATE OF DEATH_-+9-=-,2o.t.<L,,:=!-:u.69:;,-_FILE NO.63-69-1058
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of v-1ASHINGTON
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:__-'!!.J-""un""e~2,-,3.1-'-"l~CJl~l _
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for \'JASHINGTON 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
le"er amount is set forth in the last column to the right in Schedule .y,.wJi;great-'2esser amount represents the sum
allowed as a deduction.,(\~~.
Dated:June 23,1971 ~~L.l AJ--<..~~EGISTEROF W1LLS
VALUE AS REAPPRAISED
$-------+--2.000 00
181 12
2.181 12
3.557 01
TE INSOLVENTTA
$2.000 00
181 12
2.181 12
1.'5'57 01
ES
VALUE AS REPORTED VALUE AS APPRAISED
$
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
FOR USE OF REGISTER ONLY
Tax on·$-+-__2%
Tax on $--_--'---+__6%
Tax on $----------4--.5%
Tax on $10%
Tax on $5%
Exemptions=======~F==Total Estate --+.__
TOTAL TAX
COMPUTATION OF TAX
$-------+--
$-------+--
$-------4--
$-------4--
$-------+--
$L-_
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::::::t===
BALANCE OF INHERITANCE TAX DUE $~
Add interest a\~ate of 6%from $---.JU
AMOUNT OF ESTATE TAX ASSESSED $------IL-\
Estate tax paid $L-I ~
BALANCE DUE $-lL-
Add interest at::te of 6%from $---------It=
TOTAL TAX BALANCE $-----~.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 short explanation.
Will
Administration t No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
C!tcJ~~AJ:l:,E;X
Deceased
Late of ...CENTE.l\TJ:I.J.E...
County of JiASHINGTON .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
Fonn RCC-2
DEPARTMENT OF REVENUE
BuREAU OF COUNTY COLLECTIONS
HARRISBURG'.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE J.WJ,~?3.,197.J...
COUNTY ,~'Jashirigton .
FILE NO 6J.!!!!6~1058 ..
Whereas..C.•J BAIlJlY.a/k/a late of .cI::NTERV.ILLE ~..
in the County of ,·JflASHINGTON ·Commonwealth of Pennsylvania.having died on
the ·24th day of S.e.pt.emb.e.r.19 6.9.seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;.,'I
Therefore.I.................................WillEL.L\JE....EINNEY..................................................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 AppraisementDescriptionofAssetMadeforInheritanceValuesTaxPurpoles
$
I
P1?P~{jl\TAT,•
SPP.rnmr ...j.+~,.,.,""~to annraiBement 1m 11?...
REALTY:
See CODY attached to appraisement 2.000 00
total 2 181 '2
Y's'T'A'T'F UJSOT.in1\f'T1
r \
..
1,.,.,
fonn~;v::fhb::::~h~worIl·"':~~1:t1~~:~;o~~~~~ce~~t~~~~~;;::s~el~2d~
Appraiser
......................................,.........................................................................................................................
(Number and Street)
...............................................(~V~~'~.............................,Penna.
(Post 0 ee)
WA$}JJ:1'JO':('()NH County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
...........C •.J •..BAILE.Y a/k/a .
Deceased.
Late of
CENTERVILLE•••••J •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••
Date of Death,9-24-6-9 .
Appraisemel!t Docket Vol.,3.8 .
Page,~~H..H.H No ~J?~~.~1058
Filed in Register's Office,~~??19 7.~
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,.
Appeal ft-om Appraisement,..
Entered and charged,.".