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Home My WebLink AboutOC1969-1121 - ESTATE OF VELLE-PETITION SUR AUDIT Testate Form J IN THE ORPHANS' COURT ·OF WASHINGTON COUNTY Estate of ....... GAYLO.RD .. .M .•... L.A .. Y.ELLE. ........................ . No ... J~-~~-:-JJ .. ~l ......................................... A. A. Fiduciary ...... ~~-~f.X. .. ~~~---~-k\:gf.._~---····················· Deceased Date of Date of Decedent's death ... S.~.P..t.~_ro.Q.~r ... .l.Z . ., ... l9:6.9 ................... Grant of Letters ...... _____ Qct.ob.er ... 6., ... ·l-9-6-9--.............. ---- This is the ............. .::f.i.r.s.t ... a..nd ... f.ina..l .......................... account filed in this estate If there have been former accounts filed in this estate, list file number or number and term ....... N.one ................... . Election to take Date Election Place of; Under or Against will. (cross out one) Filed .................................. Record --------------------------···· Name of surviving spouse ... :··········None ...................................................................................................................... . List issue, where material: Did decedent marry after execution of will? (indicate) YJCX.xNo. Any children born after execution of will? (indicate) )t~. No. If answer yes, name tliem .............. ________ ......................................................... _______ ..... __ . _______ . ____ ..... _______ ... __ .... .. Legatees Fairhi11 Manor Christian Church Raymond La Ve11e Theodore La Ve11e Robert La Ve11e Betty Mae Fagan Lawrence La Ve11e Relationship Brother Brother Brother S-ister_ ,Brother.- List, if exceptions to above: Adeemed: Revoked: NONE If partial intestacy, give facts: Interest Fiduciary, if deceased or not sui juris $500.00 1/4 resi'-Sui Juris due 1/4 resi-Sui Juris due 1/4 resi-Sui Juris due 1/4 resi-Sui Juris .due ~~ Deceased, ·~v Lapsed: Abated: May, 196~ 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: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~ If any exception give cause: ... ~------····················--------··----·· File copy of Notice and date of mailing ............. D.ec.e.rol:ter ... 3.,. .. ~91.0 ............................................................ , .. , .... ,,,,,.,,,,.,,,., ........ , .. ,,, .. , \ Is estate subject to the filing of a, F~deral Estate Tax Return? ... J:{g ______________________________________ , ___________________________________ , ____ , Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ..... N_QQ._E; ____________ ~--------------------------------- If the Will makes any portion of estate subject to a life-estate, give name and birth date of lifetenant.. .. None _____ , __ Give Names and addresses of all unpaid creditors who are 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 ports 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: Balance for distribution per account, Itemize any additional debits not shown by account: Totar:additional debits (Add) Itemize any additional credits not shown by account: Total additional credits (Subtract) Balance for distribution None $ ..... N9n~-----------·---------- $ ..... NQn~---------------------- ec· - $ ... ~)_§_~-J~-~_9 ______________ _ If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); ----------------------, , JOHN SOLOMON ATTORNEY AT LAW IN RE: ESTATE OF GAYLORD 421 WASHINGTON TRUST BUlLDlNG-WASHINGTON, PENNSYLVANIA Telephone 225-5860 ) In the Orphans' Court of ) ) Washington County, Penna. ) M. LA VELLE, ) ) Deceased. c) No. 1969-1121 The following are the surviving children of Lawrence LaVelle, deceased: Lawrence T. LaVelle R. D. #2, Box 38 Chesterton, Indiana William G. LaVelle 2938 Janet Place 46304 Hammond, Indiana 46323 Donald K. LaVelle 6161 Grand Boulevard Habart, Indiana 46342 .Patricia L. Hauk 6715 Alabama Hammond, Indiana 46300 ";.: .. _J " If Family Exempti~n claimed by Petition, give place of Record: ____________ N_Q.J]~-------------------------------------------------------------- ·lt""Family Exemption is claimed at audit, give name, relationship and basis for Claim: ... Nane. __________________________________ _ List any advancement or distribution on account that has been made, and nature and amount of same: None Suggested distribution.of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: residuary shares being stated in proportions: Fairhill Manor Christian Church Raymond La Velle Theodore La Velle Robert La Velle Betty Mae Fagan COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary o·r representative thereof, being duly .... ---~-~.9.:r.!?-.................... doth depose and say that the facts set forth in the foregoing petition are true to the best of . .-.... he.:r ___________________ knowledge and belief . . Swo.r.n ________________________ :;c·,---·~.:-Jo.,.;md subscribed before " -'?:>-, · 14th · -:-... ~'\·..;of'7f f>· 70 me th1s ................ day of:: ... -.-.:: .. ~9 ... .9 ... ~!_ _____ .._ ______ 19 _______ _ ....._,~. -~.% ,.,~ C'' •· .. ~~ !7. -..... ~ ' . .. : . 'd£-1/U.! S1gnature of Officer_. _________ ....... , ...... :;.}..,. .................. . : :--: . ~DAR~EN.tNICHOLAS - Title of Officer .......... ~---~amr•·?·--,--.: ........ ;;~-'~"d's~ington-£tf.·-·· 1 ~~'j uy'.~"~.,~-~~~~.znt .. !_ ... '' w •• • • ~ · . My Colmnrs'srun b.pues j~nuary 17, ~l!LZ 9ffice ex pi res ......... : .... ;.--:: ................... ~~---······················ r..,. ~ ;. :..• ~,... J .. , ""~""'' $500.00 1/4 residue 1/4 residue 1/4 residue 1/4 residue And your petitioner will ever pray, etc. --~-~-~-~~-~---------------- ,.· •• ~t~-..-... ........................................ ~ .... ~ ......... ~ ~ .................. "'!' .... ! ... ; ••• ! ........................ ! ............. ,. ......... , • ' ,, ,, ' ~-; - -----·--------- No. . ...... l96.9:-:-.112.l. ............................ AA ··------------.... --··· .......... ---..... -.. -.... -...... · .. -------.. --.. ----.. ---.. ------. Deceased Fiduciary .... J?.~~-rx ... MAE ... ~A.G.AN _________________ _ 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-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the case. 2. Copy· of order appointing Guardian ad litem, if pertinent. 3. Copy of Order. appointing Trustee ad litem, if pertinent. 4. Proof of service of above. 5. 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 ccise 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. F.IJ r:r) ~ i~·· l\u L• j' 9 7 I JAH 2 0 Arl I -1 · I 2 RUSS ELL r·L\Hl NO HEGISTEH OF WILLS WASHINGTON CO .. PA. .. .. '· •,...:.:-.-·: . . ;~ . ~---------------------------------------------------------------------------------------~ . __ ..,_ ·~ ....... Cltnmmnuwralt4 nf "ruusyluanta.} ss. llas~iugtou C!touuty, KNOW ALL MEN BY THESE PRESENTS: Whereas, at Wash.ngton, m the County aforesaid on the 6th. day of October A. D. 19 69 , before me, Russell Marino , Register for th~ Probate of Wills and Granting Letters of Administration in and for the County of Washington, m the Commonwealth of Pennsylvania, the last Will and Testament of 1 Gaylord M. LaVelle late of Washington in tie County aforesaid, deceased, (a true -:opy whereof IS to these presents annexed), was duly admitted -:o probate; and rix Betty Mae Fagan the Execut~ Ill said Will and Testament named, having appeared befcre me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said Betty Mae Fagan 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 Offic~, 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 law-> of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereu:lto set my hand and the seal of said OfF-ice at Washington, this 6th. day of · October m the year of our Lord one thousand nine hundred and Sixty Nine ...................... a~~~ Register J .. :-·-. ·- i iQ ~ i!D "' ~ ... if-1 ... iO "' ~ ~ ~ ~ '" t !IS: (/) €1 ~ ~· > "' ~ ~ .. lt"1 '" ... ill' 0 ~ i<: '11 a !(I) if-1 "' if-1 = r ... ~ ~ sa • j ·u 1/ l I II LAST WILL AND TESTAMENT I I, GAYLORD M. LaVELLE, of Washington, Washington Cocinty, !~Pennsylvania, being of sound mind; memory, and understanding, do l . ~hereby make, publish and declare this to be mi Last Will and i !Testament, in manner and form following, hereby revo~ing and making l Jvoid any and all wills by·me at any time heretofore made. II •1 jl· jl. 1! expenses be paid as soon as co~venient after my decease. FIRST: I direct that all of my just debts and funeral . ' . I' 1! · SECOND: I give , devise and bequeath to my brother , ILAWRENCE.LaVELLE, the sum of Five Hundred ($500.00) Dollars. I I . . I give, devise and bequeath to FAIRHILL MANOR I. THIRD: tl CHRISTIAN CHURCH, of Washington, Pennsylvania, the sum of Five ~Hundred ($500.00) Dollars. II 11 ·FOURTH: All the rest, residue, and remainder of my ~estate, real, personal, and mixed, of ·whatsoever kind and nature, ,r !I and wheresoever situate, I give, devise and bequeath to my brothers, lj ·I!RAYMOND, THEODORE, ROBERT, and my sister, BETTY MAE FAGAN, share ~and share alike. I I FIFTH: I do hereby nominate and appoint my sister, I!BETTY l\1AE FAGAN, as Executrix, of this, my Last Will apd Testament, land to serve without bond. I I ! . IN WITNESS WHEREOF, I, GAYLORD M. LaVELLE, the Testator, have . Jto this, my Will, written on two sheets of paper, set my .hand l!and seal this .2 oz:! day of %(ac,v· ' 1967. I I I 11 .I " II I' II .i •I II ' 'I .,J:t><--tj{~.L?t_ 111 ;£, )':;, (C_ VGaylord M. La Yelle (SEAL) .~.-·-... •·"'{'·•· !r - ji II II ij lj I, il il ij Signed, sealed, published and declared by the above named ~~~GAYLORD M. LaVELLE, the Testator, as and for his Last Will and llTestament, in. the presence of us, who, at his request, and in . 'I' ~his presence, and in the presence of each other, have hereunto I Jsubscribed our names as witnesses thereto. fl 'I II II I ll II I II ·I 'I II !I ,, " II .,11 .I ,, r I ,, h II I I ., .. :. '~.~.14'1.&,,_:! ·t::"'~ .. ·:~:"f'~~~~~---~~~~--·-----,t4W J F-·-. ._......,.~ .. -.... -.·~~ '· I Affi~auit ®f fxrrutnr ®r Abmiutstratnr j!ltatt nf Jtnnayluania, t !i!i: C!J,nunty nf llaaqingtnn ~ Personally before me, the undersigned authority, a .............. N.9.:11.9:.r.Y. .... ;P..1!P. . .+.J.g,., .................. in and for said County . and State, appeared ............... ..J?..~rTX .... M.~ .... E.AG.N:f .................................................................. who, being duly sworn according to law, deposes and says that he is the executor or administrator of the estate of ........................ G.aY..l.Q.r..9: .... M .. ~ ..... h!.~ ... Y.~.l~.~ ................................... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ...... Gay.~or.d ... M ....... La ... V.e~l.e ... , deceased, except real estate outside the Commonwealth of Pennsylvania; that 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 Executor Administrator. Sworn and subscribed before me this ... l!l.:th....... l ) day~::::~················· ·····~--~~;~~;!~··- . ·Public wnst1ington. washington co. ADDITIONAL INSTRUCTIONS 1 . ~otal)' • . , --. ..Je~>ua!JI!l7ill972 h' h h f . f l . . i:\,l,1 eWifmtQJ.l\f~USr ·uc-nreu Wlt m t ree mont S a ter appomtment 0 persona representative. " . 2. A 'supplemental inventory must be filed within thirty days of discovery of additional assets. : 3 .. 1 Origina!'azid 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Ove.r $lO,QOO, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding_.Gopy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2 lluurutnry aub l\pprai.srmrut of the goods and chattels, rights and credits which were of ............. Gey.lor.d ... M ....... La.Jl.ell.e .................... late of .... W.as.bi.ng:t.on.Do··········,····························,··············"· Washington County, Pa., taken and made in conformity with the abO"Ve affidavit. Bank of Montreal checking .account First Federal Savings & Loan Association of Washington, sa:V.ings account. no. Sl031-7 Manufacturers Hanover Trust Company, interest '7 shares Athlone Industries Inc. Debenture Athlone Industries Inc. DOLLARS 5·05. ~ 3 r0,118.~5 ·· 22. po ~ 115.00 114.37 CENTS ~·-· ------------------------------------------------------------------~------~----------- J - i ,, . STATE OF. PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountan't being duly sworn according to law, depose ar:d say that the above account as stated is true and correct as.. ................ ~.!?~----~------·------verily believe. Sworn and subscribed before me this .... J--~~-1:1. ______ _ day of _______ '?.~-~-~~-~!' _____________________________ 19 ~__?_~----- <a: '-_i! ~~ ~~~ -.........! <'tS1 ~ ~ \ i ~! ~[ I i ~~ ~~ 0 z ------~~--------·-·- DA~LENE NICHOLAS -- Nc~ary Public7Washingi~!J. Washington CO. My Commissipn EXpii2S January 17. 1972- -' ~ ~ + --:_ ""' 0 ...... 1 ,,. , ! .. ! t r~. 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 proofs theceof Hied to No .b.J-:::70-::7.1{[)_ __ :9{ Wit ss my hand and official •seal this.-.3~---------- " 70 dayoL .. -------::·_,-:·:·-·:::~ · Register of Wills ! ~' "' ~ ' ,, '70 OCT 19 PN 12 6 8 RU C'rc-1' "''RI v v r_ t.l._ ~U; N 0 REGISTEH OF WILLS WASHINGTON CO .• PA. '-,.,..:. ; . --. --.. J ... :; ... ·a+D+Sa S!4l U! UO!lnqplS·!P JadoJd au!WJ~+ap O+ pa+sanbaJ AllnJpadsaJ S! lJnO) ay.l ,. ·, ...... ...-· THE FIRST AND FINAL ACCOUNT of Betty Mae Fagan, Executrix of the Estate of Gaylord M. La Yelle, deceased, of ! ! I Washington, Washington County, Pennsylvania. As Per Inventory $ 10,875.35 TOTAL-ASSETS OF ESTATE 10 '875. 35 TOTAL AMOUNT OF CREDITS CLAIMED BY ACCOUNTANT 1,581.95 BALANCE DUE 9,293.40 ' . o,.o•,v • .. n -' .. . ,; ~ THE FIRST AND FINAL ACCOUNT of Betty Mae Fagan, : Executrix of the Estate of Gaylorq M. La Velle, deceased, of Washington, Washingtor~. County, Pennsylvania • . . . . . . . . . . . . . . . .. . .. ' ..... . . The Accountant claims credits out of the assets of said estate, to-wit: I I . . . . ... . . PAYEE DESCRIPTION AMOUNT William G. Neal Funeral Home Funeral Expenses $ 4 79.9 ~ I Observer Publishing Co. Advertising Estate 14.0 ' Washington County Reports Advertising Estate 14.01 ' Register of Wills Letters of Adm. 18.0 Register of Wills Filing Inventory 3. 0) I Register of Wills Two Short Certificates 2 • 0 1' I Register of Wills Filing Accottnt 16.0~ I Darlene Nicholas Notaries 5. 0 ~ John Solomon Attorney's Fee 515.00 Betty Mae Fagan Executor's Fee 515.0) I $ 1 '5 81.9) : i I ' I 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 appear-ed before In'e, a Notary Public in and for said County and State, ....... Ri.G.b~-~.9 .... S..~ .... G.9.W.~-~ .................. , who being duly s•worn according to law, deposes and says that he is the .... §.~f-~-~J~-~Y ............ . of the Obs•erver Publishing Company, a Penns.ylvania corporation, and its agent in this behalf; that the said Company is, the owner and publisher of the Observer-Reporter, succ•essor to The Washington Observer, established September 18, 1871, and The Washington Reporter, ·established August 15, 1808, a daily news•paper of general cir<:ulation, printed and publis-hed and havill'g its place of busines·s at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and published COilltinuousiy for more than six months· prior to the publication of the notice hereto attached; thrut the printed notice or advertisement hereto attached is a eopy of an official advertisement, official notice, legal notice or legal advertisement, exactly as printed or published iil the Ob~terver-Reporter in its regular editions on the following date or dates; .......................................... .. October 15 22 and 29, 1969 ............................................................. 1. ...... oooOOooooooooooooooooooooooooooooooOOOooooooooooooooooooooooooooooooooooooooooo that neither thoe affiant .nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega- !~~~:!. thi• affidavit ., to th• ti~•· ''OOJ2Z:;:~ ---T ••' • 1 ° 0 ESTATE ~NOTICE . Estate of GAYLORD M. _La• ELLE, deceased late of Washing•_' m, washi":gton County~ Pennsyl• t· 0 t the granted persons estate ' the '1 his ·. to · make •. without~ Sworn to and subsc~fore me this .... 2.9 .. day or...O.CotQJ?.e..r .... J 969 ...... ~~~:,~·~Y 1 ~ \. " t MY COMMISSION EXPIRES MAY 6, 1972 • Washington County Reports. · Washington# Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with llhe Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs ( 3) and ( 2.5). CoUNTY OF WASHINGTON} SS. STATE OF PENNSYLVANIA Personally appeared before me, a Notary Public in and for said County and G:>mmonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTO~ COUNTY ~PORTS, the officirul legal periodical for said Washington C:>unty, published weekly havmg 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 Morrch 31, 1920, and was designated as the official legal publication for Washin~on 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: ....... Q,.t.o.~.r .... l6 ..... a.3 ....... 3o ...... l.9_69. ............. . .... .3Qth. .... day of..._ .... Qc.to.b.er .................... , 1£· ... 69. ...... .. ·---~~-~-~-- KATHE (i'o~ary ruom: ~INE C. YARD, Notary Public Washington, ~ashington Co., Pa. My Cornm1ssion Expii'Ss November 1, 1969 Estate Notices The Register of Wiills has granted letters, testamentary or of administration, 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. • • • • • • • • • • • • • • • • • LaVELLE, GAYLORD M., Dec'd. Late of Washington, Washington County, Penna. Executrix: Betty Mae Fagan, Attorney: John Solomon, 421 Wash- ington Trust Bldg., Washington, Pa. 15301 '< ;)" 1Ju tqr ®rpqttu.a· (!tnurt -nf 1ltlla.aqiugtntt Qtnurity " In the matler of the Audit of Account in . ........................................................................... , Gaylord M. LaVelle, Estate of ..................................................................................... . ll21 of 1969 19 ............ , A.A. No. Deceased. ···········-··········-·.················· ···············-···············································-·· TO THE AUDITING JUDGE: my Theodore· LaVelle and Raymond LaVelle. Enter ............................................................ appearance for-·············-······················································································································· .. f••••••••••••••••••••••••••••""""••••••• ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••-••n••••••••••••••••••••••••••••••••••••••''''•••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• ···········-··························-·········-----···················································-···································--------··-···--····················-·---··---·-············--·············-··--···--·--·····--····· . ··--·--··---···-·····--·-·······--··--······-···········-··········--····--······--·····--··-··--·····-···--·····--···---···············--··············-································--·--··········--··--·····---·------·--······----··· ----·-----------·L}~Z :=.: .tti:..doy of ....... IJ~.~~.fill>.".:':... ················-······· ., 19 .... .? 0 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. Counsel suggesting proper distribution shall file a separate concise statement in that regard. 1121 of 1969 No ................. , ............................................ , 19 ............ , A.A. In re Audit of Account in Estate of GAYLORD M. LaVELLE. Deceased. -----···········-···········-················----·-········-----------------··--·········---····-·····-······ AUDIT Jrarrtpr fnr 1\.ppruranrr (' FOR (' I .......... :r.g~.QP.Q~-~ .. ~~Y.~~-~-~ .. ~-~9. ................. . !· RAYMOND LaVELLE ................................................................... ;o .. ·····-=·i"l""'''"'"""''""" --' ......-;__, c:> ~ ..................... );'"fTj"'::Xl'"'''"''"'''C::;· ..... ~ .. : ................... . (J) 0 c:. rn ? ................................ ; .. ·~;··~ ......... ~-~-~ ....... ( .. n ......... : ........... . ................................. :s---~ .. G, ............. ~?.? ........ c::J .................... . 0 ( ·-:...,_o,_ -u- ~ -11 ~~: :.:-.l: ("')~::...,.,. ? _,-;:::. I Z -uro j.> ([l ............ TJ!9.MA~ ... J:.! .... T.~~-?Y.J:A.g ....................... . Attorney ~.8 , I I lJn "tqr ®rpqan.a' Qlnurt nf lla.aqingtnn Qlnul!tt! In the matter of the Audit of Account in Est11.te of_~G~A~YL!L~OO!.!R~D~M:!!.!..&..--..!:LA~--lV~E~L~Lb!.IE~, ___ 1 No._...=l~9p9-1121 , 19 __ , A.A. Deceased. TO THE AUDITING JUDGE: Enter~ __ _,m""-"y _____ .appearance for_· __ !]A~c~c~o~u!..!n~t~a~no!..:t.!!·----------------- 18th~~ N. B.-Counsel shall, by separate paper, present a concise statement of each claim, with supporting calculation of any inteTest 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 that regard. · 191.Q_ No. 196~--1=1=2=1 _____ , 19 __ , A.A. In re Audit of Account in .Estate of GAYLORD M. LA VELLE, .· ·Deceased. AUDIT Jrardpr for l\ppruranrr FOR Accountant Attorney ~·2 t In t4t <ttnurt nf <trnmmnn Jlrns nf lllilnslfilt!ltnn <ttnunty, Jtnnsylunnin, ®rp~nns' <ttnurt mtuisinn ESTATE OF No .. --~6~3~-6~9~-~1~1~21~--------------- Gq1ord M. LaVelle deceased. In the matter of the First and Final Account of Betty »ae Faian Executrix ADJUDICATION AND DECREE And ·now March 'J 19~, this matter came on for hearing, audit and distribution at this session and testimony taken; 'and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $ 2,293.40 and the account is accordingly confirmed; and it is ordered, adjudged and decreed 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 ·flied sec. reg. or an appeal be taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account~_·'------------------ Balance _____________________ _ Deduct Clerk's Costs & Receipni-------------- Attomey• _____ ___.,loLCTolthwn'-'S::i.towlL.CollllmiQoz:tA------------ 25.00 $9,293.40 $9~268.40 ~~/o .. 7/ ~~:I ~:L r. () 0 ' J Russell Marino~ Agent, transfer inheritance tax, $1315.26 Interest from 12-21-70 to 3-19-71 @ 6% 32.50 1347.76 0 _AJII~~ r~ a:hk o<Z.. Fairhill Manor Christian Church, legacyl Lawrence T. LaVelle, child of Lawrence LaVelle, a deceased brother, 1/.4 of ·$500.00 legac.y, William G. LaVelle, child of Lawrence Lavelle, a deceased brother, 1/4 of $500.00 legacy, Donald K. LaVelle, child of Lawrence LaVelle, a deceased brother, 1/4 of $500.00 legac.y, Patricia L. Hauk1 child of Lawrence LaVelle, a deceased brother, 1/4 of $5oo.oo legacy, Raymond LaVelle, (Thomas J. Terputac, Esq.)., brother, 1/4 residu~, ~, Theodore LaVelle, ('Ehomas J. Terputac1 Esq.) 1 brother, 1/4 residue, Robert LaVelle, brother, 1/4 resigue, Betty Mae Fagan, .sister, 1/4 residue, 5oo.oo 125.00 125.00 125.00 125.00 1730.16 1730.16 1730.16 1730.16 $7,920.64 $7,420.64 ~~/v-71 rp~J, ~ 13/f~ '1t ~)h~ a~ $6,920.64 . No balance Jg 0 >· ~ .... :J z J n s "-+ p :r ~. ty c: (1) v-t• :s 3 ~ .... 0 0 ~ .... .... -· ., ~ a 0 .... !t .... g:. = (1) = .. = & s +'() ~ +'() +'() _. '-' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. IN RE: ESTATE OF ORPHANS' COURT DIVISICN ) ) ) No. 1121 of 1969 ) GAYLORD M. LaVELLE, ) ~ Deceased. :;: < > .. > "' :;: :;: Ill a. ~-BEFORE: ... e 2 i u: <II ~ t APPEARANCES: a: .... Q) ii ... < ~TIME: ::> ., ai ~ THE COURT: ~- 0 ) ) HEARING ON AUDIT THE HONORABLE P. VINCENT MARINO, Judg of the said Court. JOHN SOLOMON, ESQ., of Washington, Penna. representing the Accountant . Friday, December 18, 1970, at 10:00 o'clock A.M., EST . Numrer 1121 of 1969, the estate of Gaylord M. II. ld a: ... LaVelle, deceased. The Executrix is Betty May Fagan and the a: :I 0 u .. o( attorney is John Solomon. Mr. Solomon? j ~ MR. SOLOMON: If Your Honor please, for the Court's consider tion .• .... 0 all of the necessary papers are now~pne:sented. for the Court's con sideration. The amounts to be distributed are all in cash. There are no outstanding claims or no problems to be resolved in this estate. THE COURT: Is there anyone else in Court interested in this decedent's estate? ( NO RESPONSE ) •• \ I • ~ z THE COURT: Court, The audit of this account is marked closed by th (AUDIT CLOSED) ~ ~ t ltereby eertif7that the proeeedtnp and ~ridenee are Ql z ~ntalned fully and accurately in the t!Otea taken by me on the nearing ot i 0. ..·· :;the ahov• cause, attd that this oopy is a cor~t t~ertpt of the eame. z i 1; . .,: . . u ·o: l-UI Q ,J ·< u Q :I .., ~ The foregoing recol'd of the P..oc::eecUngs upon the hearing I-ll: 0 . . . . l:iOf the •bO•e cause ia hereby approved and directed tQ b., tiled. a: . . ~ :I 0 u ,J < u ii: II. 0 2 . . . In the Court of Common Pleas ~f W~!=;h:i.ngtonCounty, Penna. Orphans' Court Division No. 63-69-1121 IN RE: ESTATE OF GAYLORD M. LaVELLE, Deceased. R E C E I P T S r • ' . . ., c.. ---' r---~ --- -. .J -. (;......) . .. JOHN SOLOMON ~. . .. _,... -~ ATTORNEY AT LAW / / WASHINGTON, PA. 1530i --/ / 420·423 WASHIN~T07T BUILDING v IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA. IN RE: LaVELLE, ORPHANS' COURT DIVISION ESTATE OF GAYLORD M. ) ) ) ) ) ) ) No. 63-69~1121 Deceased. R E C E I P T AND NOW, this /1~day of April, 1971, I do hereby • acknowledge to have received check in the amount of $1,967.09, being my distributive share in the above captioned estate. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA. IN RE: LaVELLE, ORPHANS' COURT DIVISION ESTATE OF GAYLORD M. Deceased. ) ) ) ) ) ) ) R E C E I P T No. 63-69-1121 AND NOW, this ~ day of April, 1971, I do hereby acknowledge to have received check in the amount of $1,967.09, being my distributive share in the above captioned estate. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA. IN RE: LaVELLE, ORPHANS' COURT DIVISION ESTATE OF GAYLORD M. Deceased. ) ) ) ) ) ) ) No. 63-69-1121 RECEIPT AND NOW, this _..::::.( __ day of April, 1971, I do hereby acknowledge to have received check in the amount of $1,967.09, being my distributive share in the above captioned estate. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ) ) ESTATE OF GAYLORD M. ) ) No. 63-69-1121 LaVELLE, ) ) Deceased. ) R E C E I P T AND NOW, this day of April, 1971, I do hereby acknowledge to have received check in the amount of $1,967.09, being my distributive share in the above captioned estate. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: LaVELLE, ESTATE OF GAYLORD M. Deceased. ) ) ) ) ) ) ) R E C E I P T No. 63-69-1121 AND NOW, this If day of March, 1971, the Fairhill Manor Church does hereby acknowledge to have received check in the amount of $500.00, being legacy in the above captioned Estate. FAIRHILL MANOR CHURCH IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA. IN RE: LaVELLE, ORPHANS'· COURT DIVIS ION ESTATE OF GAYLORD M. Deceased. ) ) ) ) ) ) ) R E C E I P T No. 63-69-1121 AND NOW, this J 1 -:1.. day of March, 1971, I do hereby acknowledge to have received check in the amount of $125.00, being orie-fourth legacy of Lawrence LaVelle, deceased, in the above captioned Estate. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA. IN RE: LaVELLE, ORPHANS' COURT DIVISION ESTATE OF GAYLORD M. Deceased. ) ) ) ) ) ) ) R E C E I P T No. 63-69-1121 AND NOW, this /~day of March, 1971, I do hereby acknowledge to have received check in the amount of $125.00, being one-fourth legacy of Lawrence LaVelle, deceased, in the above captioned Estate. -~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA. IN RE: LaVELLE, ORPHANS' COURT DIVISION ESTATE OF GAYLORD M. Deceased. ) ) ) ) ) ) ) No. 63-69-1121 RECEIPT AND NOW, this ~day of March, 1971, I do hereby acknowledge to have received check in the amount of $125.00, being one-fourth legacy of Lawrence LaVelle, deceased, in the above captioned Estate. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA. ORPHANS' COURT DIVISION IN RE: ) ) ESTATE OF GAYLORD M. . ) ) LaVELLE, ) ) Deceased. ) No. 63-69-1121 R E C E I P T AND NOW, this A.~~J; ~day of March, 1971, I do hereby acknowledge to have received check in the amount of $125.00, being one-fourth legacy of Lawrence LaVelle, deceased, in the above captioned Estate. ~· .· --<i_f~/,1 fVJ, L. ' &_..; ~ aw~ LaVelle !o Form RCc-33 RESIDENT DECEDENT .... -·--......e COMMONWEAlTH OF PENNSYLVANIA .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF I~WORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the· Register of Wills of the Cou~ty where decedent resided; Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of tl}e Inl)~rit!l-nce __ an!I.E.st!lte Tax A,ct of 19~1.) .................................. ~;A~:Q:~::. ... ~zA=:.E~s:;.~~---:.~ .................................... }:::::;~: OF (State full name of d--c-xlent) ADMINISTRATOR Late of ............ Washi.ng.t.o.n .............................................. ~ ................................ County State of ............ P.enns.y.lv.ani.a ................................................ } County of ... W..g,_§h..:i..J-1KI:;.9..n .................................................. ~. ss: ....................................... BET.TY ...... MAE ...... FAGAN ....................................................................................................................................................................................................... .. Executor Administrator of the estate of the above-named decedent being duly sworn, depo~ and say S Decedent d.Jed ................. S.e..P.t..e.~~~-~) .... l.?. ................ (i;;;·;·j ......... : 19~~;·; .. ·~{ ~~:::::t~eaving a last will, copy of which is hereto attached. } Name and address of attorney or} other a~thorized representative to whom all correspondence should be. mailed. J o.~n . Solomon, A ttor,n~:'f ..... a.:~ ...... J;. .. ?.:~...... . ....................................................................... . . 421 Washington Trust Bld..g ... ,. WaE!hin.gt..on, ..... :P.9: ... ! ....... .+..5.3.0.J ............ . That as such ...... .E.xe.~.u..t.r..l.X ............ deponent is familiar with the affairs of said estate and the property con- ( J•:x.,r.u tor-A dm inislrat.or) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in 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 RELATI:ONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT NONE That the contents of said safe deposit box or boxes are itemized under Schedules of this ---return, with the exception of the following, for the reasons hereinafter set forth: That Schedule A attached h,ereto and made part hereof sets forth full v and in'·detail all the real property in the Connnonweal th of Pennsylvania of which decedent died having an interest therein. It also ~ets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of de-!lth; all moneys left by the decedent at the time of death, whether in decedent's innnediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, ·if any, down to the last interest day prior to decedent's death in the case of savings banks, and to the date ~f~~e~ede~t's death in all other cases; all bonds, postal savings, treasury certifica~es o,: ... not~~ and o~er~~~l~ence of in- debtedness of the United States to the decedent; all obligations~ whether'.by statu.te!::or agreement they are designated as tax free, of the United States, or any state, or ·political subdivls.:i~ itlereof, -or of np:: rorei~ country, which are owned at the time of death; all wearing apparel, jewe::i}y:f. '.E?il ... Verwar.e,~ pic- . Ill' :./ .. -' ..... . turcs, books, works of art, household furniture, horses, carriages, automobiles, boa-ts('and any:and all . .. .-!!' • other personal chattels of whatsoever kind or nature, left by decedent, together with the, fa1.rry· estimated ~,, market val11e thereof'; all bonds and mortga~es held by decedent and of all claims due andf~owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of wid ch f\ecedent rlied possessed, of whatsoever nature, with interest thereon, if any, giving the face v«lue u.nrl. estimaterl. fair :narket value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation ·as to each item; all moneys payable to the estate from life insurance polici-es carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent ~t the time of death, with the market value thereof at such time. j . .. . . In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the'date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements shoWing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.· It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. · 1 The Schedule C attached hereto and made part hereof sets forth a true answer to each I inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoiro~nt at or after death, said schedule sets forth the nature and value of such p1·operty, to whom transferred, the . ' ' . relationship of the transferees to the decedent, the proportionate share• received by_ each transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decede~'t' s death by virtue of the exercise by decedent, either individually, or jointly with another, or any po~er of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of_ the ~nstr.ument creating such power attached to the schedule, That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death; the nature of their r~s pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Wlll. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That Schedule E attached hereto .and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing ~n the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fUlly and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and 1mpaid at time 0f death; taxes accru~d charge.able for period prior to decedent's death. (except_ those_ allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this 14th ................................. ................ :.~ ...... : ................. ~ ..... , .. ' .. ,: ... day of ........... ..9.~_t..<?.P.~.:r.. ................. 19 ... ..7.9. .. ........ : ......... -... ~4.~~~---------····-------·--·····--· "l~1ry PL•blic.~/ashington. Washington Co. M;'Lun~.;;asiloJJ E.Jq~ire~ J~nuar~ ll.a ~m . ' ... ' . ,,,,'l?.!..?!!'...?::. .. ~ .. ~A4,.~ .. oooOUOM,_o ..1.~.:-:::-(E~~tor-Administrator )0 -------~-~.2.2 ...... ~F-~-~-~----.9-~ .. r..~.~-t ................................................... .. (Street Number) . ...... V!~.~-~~~-~~ .. ?..~ .. ?. ...... ~-~~-~-~-~-~.Y..~.~-~~-------------·--·--·----- (City or Town and State) NOTE:" Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled '·in with details or the word "None", and in case the assets include rare and unlisterl securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements requirerl under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. RCC;~4 (!-64) • COMMONW~4AL TH_OF PEN_NSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT b 3--6 9 -llc2/ SCHEDULE "A" -REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property heid as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the d.ecedent· as tenant in common with another or others, should .be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commot~wealth of Pennsylvania should be ( 1) (2) (3) described by lot and block number, Street and street number, together wl th DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a form state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encum~rances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, acc~ued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "F" and must not be deducted from this schedule. ' NONE ' - .. ., Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. I • RtC-3~· ,. ,• COMMO~WEALTH OF PENNSYLVANIA ... '-. . TRANSFER INHERITANCE TAX RESIDENT_DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under 'Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.Q.D. u. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and fUrnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds,. treasury certificates, cash on hand and in bank, . . . stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item NO· --- ITEM List and describe fully Bank of Montreal checking account First Federal Savings & Loan Assn. of Washington, savings account no. Sl0317 Manufacturers·Hanover Trust Company, interest 7 shares Athlone Industries, Inc. Debenture·Athlone Industries, Inc. Insert this total opposite "Personal Property", Schedule "B" in the n As Reported" column on the last page of this return. UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) 505. 23A~ 505. ;;J 3 lo,nB.-75 ~~I /f. '? s~ !~ .2d 00 22.00 115.00 114.37 X X )J5.(Jo ;!1..3? ' ' , fO\ntCI\'Ii;:_\LT"II OF PF~N~YL\i . .l.NIA. TH.AN~FFI\ INHE!UTANCE TAX liE~ InE:\T DECEDENT SCHEDULE "C" T !l\:-.1 S !"EftS (1)· Dirt rtecedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answe~ yes or no) No (2) Did rtecedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in ,joint ownership? (Answer yes or no) No (3) If the answer to (1). or (2) above is in the affirmative state: (a) Age ·of decedent at time of transfer-------'-- (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1), (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect ln possession or enjoyment at or after his death? (Answer yes or no) N 0 (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) ____ _ (b) What was the transferee's age at time of decedent's death? (5) Did decedent in his lifetime make any transfer without receiving a val_u_a_b_l_e_a-nd-adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) --~N~o~--- (b) The right to rtesignate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no)~Nuo~--- (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others-----------------------------------------'------- (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) ~To (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserverl power to alter, amend, or revoke, or which c-::mld revert to rlecedent under terms of transfer or by operation of law? (Answer yes or no)~N~o~----- (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the hlter- est of the beneficiary reserved in th~ decedent alone or the decedent and others? (Answer yes or no) No NOTE 1: The answers to these questions should be supporterl. by affidavit by the attenrUng physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the prcperty-· transferred, it's fair market value at date of death, dates of transfers anrl to whom transferred, with relationship of transferees to rlecedent, if any. Submit copy of any trust fleed or instrument, if tr<ms- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION i i I i I I i I Insert thJ.s tot,a.] oppnsJ.te "Transfers", Schedule "C" in the "As Reporter!" column on the last page. of this return. MARKET VALUE t:Es tima ted) DEPT. VALUATION ())~pt. Only) ;-I> '• ' ... . .. i . RCC-3.a COMMONWEALTH OF PENNSYLVANIA THA.NSFER INHERITANCE TAX. RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisition, Namel Address and Relationship of Co-Owners, .and }>lace of Record of Instrument, where Real Estate. 1 NONE Unit Value percentage Share Estate Valuation Insert this total opposite "Jointly Owned Property", Schedule -"E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest ( h ., • JJ •• ' RCC ... 37t ·(l:-2-63) - C'Ol\11\lON\\'~-\.LTH ·-OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State f~ll names and aadresses of all who ave an interest, vested, contingent or other wise, in estate) F::~i l"hi 11 M::mnl" Ch1"'istian Church Washing:ton Pa Raymond La Ve11e 2590 Diand Dr.i ve_ .. Wash .... Pa. Theodore La Ve11e 101:; Mn('l.,u Rr->.::ar'l l.J!lc:: h P!l -~ ~ -u . Robert La Ve11e Washingtnn Pa BPt:hr M~P ti'~o-~n 1195 Bruce St. , Wash. , Pa. Lawrence La Velle ' ; ' l ..:: t • • SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH $t}QQ.QQ Brother Yes SuiJuris 1/4 residue Brother Yes Sui Juris 1/4 residue Brother Yes Sui Juri~ 1/4 residue Sis tel" Yes Sui Juri~ 1/4 residue Brother No -- Deponent further says that all the above-named beneficiarles are _li_ving at ~his time except below: NAME DATE OF DEATH RESIDENCE Vel.le Ma C) <- Will Administration ~No. P.\1 THE Year ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF ... GAYL.ORD .. J1 ...... L.A .YELLE .................... . Deceased Late of . . :W~$h;i.n.gtqn. ....... Cot:m~· of .... Washing.t.on.. . .. . . . . Commonwealth of Pennsylvania REPORT AND APPitAISAL ....... F~ I 1 e· l'' . L. I " I ?7o ocr 19 PH 1.?. 45 (Executor-Administrator must complete "As Reported" column #1.) (') ""' 0 "' "' ~ -(,19 -(,19 : -(,19 -w ?"' q ~ ~ -f:n -(,19 U') c: ~ ~ > !:0 -....:: CJ') U') (') (') ?"' ?"' ~ >; ~ -(,19 '" : > "' -:~: ~---~ '";j-o-~: ""' ...... ct ; \.: c.. ~: : \' -€Po -(,19 ~ > "~-:r. ~ tJ ~~ r. t.::.> \;\ ""' -3 t\\ ::::: r. ~ c.. i, I• ' ·~ ; ~ / < .. , OFFICE OF THE REGISTER OF WILLS OF __ ..:..:.W..=a;.=S.;:.;h:.::i:..:.n::..s;g;;L;t::...;O::...;n;.;__ COUNTY AND AGENT OF THE COMMONWEALTH -· .- STATEMENT OF DEBTS AND DEDUCTIONS b3-b? -//:21 DEDUCTIONS ALLOWED IN Gaylord M. La Velle Washin~ton. Pennsylvania ESTATE OF ----'-~=---------'------LATE OF -...:..:.:::..:::..:.:.=:..:.:.s:!2J...::..:~.Z..~ -..:...:::..:..:.:.:.::..._L...:::....:....:::=:.=...--- DATE OF FILING APPRAISEMENT ---------DAT!i OF DEATH September 12 1 1969 DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCH Ell! 10/27 l/69 William G. Neal Funeral Horn~ Funeral Ex_Qenses 479 19 ') 10/1~ /(iiQ Observer Publishing Co. Advertisi~ Estate 14 00 10/l ~ IJ6q Washine:ton Countv Reoorts Advertising Estate 14 00 10/// l6q Ree:ister of Wills Letters of. Adm lR ioo Ree:i~ter of Wills Filing inventorY ~ ion 10 /? lt1q RP.e:lster of Wills Two short certificates 2 lao Ree:ister of Wills Filing account lh ion n::l-r>1P.nP. Ni~ho1as Not::~T'iP~ c:: : () () John Solomon Attorne_y' s fee 11111 00 Bettv Mae Fagan Executor's fee 11111 .00 c~1~~1 ~(:jA~ ~ cJ..s---tJ..O - ( 1.-------.. I~ ci!l ~Al ..__ COMMONWEALTH OF PENNSYLVANIA } ~~-s•: COUNTY OF _WASHINGTON I, -:-;---.:---....,I;Ji3~e~t~;.t~y-Jll'fll.4ial.fiei!-JF~ai;l,gg.i;l.a~n>--.-------------H£REBY CERTII'Y, THAT. TO THE BEaT OF MY KNOWLiDG~E AND BELIEF, THI! FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES 01" ADMINIST!iA'noN sueMtn;Ec To THE EST.-.TE oF Gaylord M. La Ve 1le oEcueao. AS cEcucrloNs FoR INHER!TANCE 'TAX PURPOSES. . . . ,• SWORN AND SUBSCRIBED BEFORE ME THIS 14th October -18 70 lfJA/L416-<.,~ DAY 01" DARLENE NICHOLAS Notary Public. washington. Washington Co.. My Commission Elipires January_ 17, l~72 __, I ' RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Betty Mae Fagan . (Executor~) IN YOUR REPLY PLEAIIE REF&:R TO 38-12-2 In Re : Estate of _ __;G::.:a::::.Yz..:1~o~r~d~Iv1:..!..--=:1a.=::.V..:::.e~1==1~e::........,. ______ _ 63-69-1121 ______ \\.:..:.la:::.s:::.:h~m:::::· ~g~t::.::o~n~-----County -F ile:xtto. ~x Dear Nrs. Fagan, You are hereby notified that the .-:--.....,....-:o;:::r:....:i::J;g~i:::na.:::::..::l::,.__~----- appraisement in the estate of Gaylord M. LaVelle has been filed in the office of the Register of Wills qf Washington County on December 31 , 19-20. Said appraisement reflects the following valuations: · Real Estate __ ~------------ Personal Property _lQ,.!..!.87L.5ke...;3J..5~---Transfers ____________ ~--- Total 10,875.35 As to such tax that is paid within three months-from date of death, a five (5%) percent discount is all.owable. As to any ~ax that remains unpaid after one year from· date. of death", interest at the· rate of six ( 6%) percent per an.num 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~3~1~,~1~9~7~0 ___ _ DATE OF DFATH: September 12, 1969 Note: This is not a bill. Signed Title J .. R.C,C-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of LaVelle (Last Name) Gaylord (First Name) M. (Initial) DATE OF DEATH 9-12-69 FILE NO. 63-69-1121 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: 12-31-70 --~~~~---------------c0,&RI~~x APPRAI{tfi.< 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 VALUE AS REPORTED VALUE AS APPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDU.LE F) CLEAR VALUE OF ESTATE Valuation of life estates or $ $ 10 10 annuities .. , . , . . . . . . . . . . . . . . $ ---------+---- EST ATE TAX ASSESSMENTS S _______ _..:_...1___ 10,875 35 10, fr15 35 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $-----------4--2% Tax on $ ----------+---6% Tax on $------------4--5% Taxon $ ________ _,~~~10~~~o~ Taxon$ _______ -+-~rT~s~· $ ________ 4--- $ _____ ~----~--- S-----------~----$ ___________ -4--- $ _______ 4--- VALUE AS REAPPRAISED $ ____________ ~--- Exemptions========!== * Total Estate _______ -'--- TOTAL TAX $------~------L---- (*) 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 S-----------+--- Estate tax paid S-------~-- BALANCE DUE $ __________ ___! __ _ Add interest at rate of 6% from ---------~10---------$ ----------+--- TOTAL TAX BALANCE $ ------+-- 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. :- Will Administration IN THE ...... Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF GAYLORD M. lJ.I. VELT..E Deceased Late of ....... .1hiAS.HINGTON ................................ .. County of .. .. .. WASHINGTON .................. .. Commonwealth of Pennsylvania REPORT AND APPRAISAL 'c Form RCC-2 • ...... COMMONWEALTH OF PENNSYLVANIA DATE . ............... Decem.b.er. ..... 3l.,. .... l97.0 ... DEP~RTMENT OF REVENUE RESIDENT INHERITANCE TAX ............ ~I.9.:.§.4)::r.:.g:l?.Q.g ................................. ~ COLLECTIONS COUNTY BUREAU OF COUNTY HARRISBURG, PENNA. 1712 7 APPRAISEMENT FILE NO. . ............ ~?..::.~.9.:.J.:!?.~ ................ -................. Whereas, .......................................... G.aylQr.d ... H .•..... L.a..V.~ll.~ ............................................ late of .. .............. Hashj.ngton ........................................................... in the County of .............................................. .F~f?..11t.ng.t~9.n ....................................................... Commonwealth of Pennsylvania, having died on the ............................. t.w.~lft.h. ......................................... day of ........................... S..~.pt.emb.er .................... 19 .... 69 .. , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, W.R.CHANEY 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: I 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 Appraisement Description of Asset Values Made for Inheritance Tax Pur poles $ PERSONAL: See COPY of schedule "B" attached to appraisement 10. f!r/5 35 I TOIAL 10~ 875 35 .. ' ·-· ·- ::.~ ... •': . ,,(.;\ · .. ~ :. :. ~ .. ·:·., " .. . . .. c .... _ . .. -. ' .. ... " .. , -~ . ~ , ... ; ... 1 ~ .... .. -'· -· - , . ' ... -· ... . • . . .• ..: . Having been duly sworn accoJ]_ing to law, I do hereby certify that the above appraisement is made in con- fonnity with law on this .................... <d;f/A:.b .............. day of ~ ~:~ ........................................... _ ....................................................................................................................... ( 1'1 umber • and Street) .................. w .. ~~-~ ................................ , Penna . .. ~ ..... -~,... . -·-··--·· -------~----------------------------------------------- ...................... ~!<3:~.h.i.:Y.1Kt..C?J:l ............................ County ,, RESIDENT INHERITANCE TAX APPR.USEMENT • Estate of .............................. .Qg.y;L.q;r.O. .... M .•..... I.4.V.~ll~ ................................ . Deceased. Late of .· ... V.!9..:?..b:i,JlK~.QP-. .................................................... . Date of Death, ................ 9.::+..?.:::-.~.9. .......................................... . Appraisemei!t Docket Vol., .......... 3.$. .................................. .. Page, .......... J?.~.? .................... No ...... ~J.~.9..9.~:J+.?J ....... . Filed in Registers Office, ......... .P.~~-~ ... :.Jh ...... J9.7.9 ... . Anwunt of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, .......................................................... .. Wrote abo.ut Appra-isement, .................................................. . ' . - Appeal f1'om Appraisement, ........ : ............................................ . l. ~ . . Entered and charged, .. .