HomeMy WebLinkAboutOC1969-1130 - ESTATE OF GRELLofrt!j-F~-----~-.. --------.. -~·-. _ ... ...._...,_ --
LAST WILL AND TESTAMENT
.OF
FRANK R. GRELL
I, Frank R. Grell, of Monongahela, Washington County,
Pennsylvania, being of sound mind and memory, do make, publish ·I.
and declare this my Last Will and Testament, hereby revoking any
and all wills by me heretofore made,
FIRST: I direct that all my just debts and funeral
expenses be paid as soon after my decease as may be found
convenient.
. SECOND: All the rest, residue and remainder of my estate,
real, personal or mixed, of ·whatsoever nature or wheresoever
situate, I give, d~vise and bequeath unto my beloved .sister Louis
Grell Harper, absolutely and forever.
THIRD: I hereby nominate and appoi~t my beloved sister,
Louise Grell Haiper, as the Executrix of this my Last Will and
Testament.
IN WITNESS WHEREOF, I have hereunto set my hand and seal ,,
this ·.l \ ;J._ day of ()_..~~~'-l , 1968, to this my Last Will and
Testament.
~ __ (SEAL)
WITl\lESSES:
'.)
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Form RCC-33
...
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
J
RESIDENT DECEDENT COUNTY OF ...... W.P.-~.HJN.G.T.ON ............................................ .
I~WORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the
Register of Wills of the County 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
the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF }
FRANK R. GRELL AFFIDAVIT OF
-·························-........................................................................................................................................................................ EXECUTOR
(State full name of decedent)
WASHINGTON ADMINISTRATOR Late of ................................................................................................................................................... County
State of ......................... PENNSYLVA-NIA-· .................................. } ss:
County of ........ : .... Wft...S..HlN.GT.ON ............................................ .
................................... ......... ~ .. 9.~~.1?.-~ ...... g;,-_~.~.! ....... tl~.~P..~P Eueutor
Administrator of the estate of the above-named decedent being duly sworn, depose and say
Decedent dJed ................. Q.Q.,tQ_Q~-~ .... +. . .1.
(Month)
........... , 19 ... 6.9 ....... ,] testate leaving a last will, copy of which is hereto attached. }
(llay) (YE:llr) l intestate
Joseph J. Benedict Name and address of attorney or}
other authorized representative to ·
whom all correspondence should be .
mai.led,
··· A''ttc,.rrie·y·····A·t····t:~a.w · ··················-·-························· --.. ······· ·····························
253 w. Main St.,. Monongahela; Pa~ '15063·
That as such ... ~.~~-g.Y.~.r.1.X ............... deponent is familiar with the affairs of said estate and the property con-
< l•:xt:PII tor-Administrator)
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
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
That the contents of said safe deposit box or boxes are itew~zed under Schedules ______ of this
return, with the exception of the following, for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth fullv and in detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It
also sets 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 B 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 death; all moneys left by the decedent
at the time of death, whether in decedent's immediate 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 of decedent's death
in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent; all obligations, whether by statute or agreement they
are designated as tax free, of the United States, or any state, or political subdiv~sion thereo~ or of
any foreign country, which are owned at the time of death; all wearing apparel, jewelry, 'silverware, pic-
tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all
other personal chattels of whatsoever kind or nature, left by decedent, together with the fairly estimated
market value thereof; all bonds and mortga.[tes held by decedent and or all claims due and owing decedent
at the time of death, and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face
value and estimated fair market value thereof, and if such estimated fair market value be less than the
face value, it sets forth briefly the reasons for such depreciation ~s to each item; all moneys payable
to the estate from life insurance polici-es carried by decedent; all annuity e.nd 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 at the time of death, with the market
value thereof at such time.
'I
In the case of securities of close or family corporations, the values reported are as far as
possible substantia-ted-Dy financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The scheqHle 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 l)usiness 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: ·. ·
The Schedule C attached hereto and made part hereof sets forth a true answer to each 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 possessl~n ~~enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred~ the
relationship of the transferees to the decedent, the proportionate share received by e'ach transferee and
all other facts of a pertinent nature regarding said transfers·;·' In' tlie case of t~ansfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a copy
of the deed, trust agreement or other instrument creating the trust. TherA is also set forth in said
schedule a list of all property, real and personal, with its value, which pa~ses at-decedent's death by
virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint-
ment vested in decedent, either individually qr, jointly, by t)1e will, d~ed, or other instrument of another,
with a copy of the instrument creating such power attached to. ~he.: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 de'ath; the nature of their res-
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 Will. 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, andthe 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 in 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 ful!"y 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 of
death; taxes accrued chargeable 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 ..... J.f ............... .
Q_~·-.~·L·············· .. 1~~~-
MARION E. COLErRP.N, Notary Public
MononQaheia, Washington Co., P•
r,ly C<l•nmisl:ion Expires
July 14, 1973
~-~~---· ( E:recutOT-Administra.tor)
.................................................................................................................................. -....
(Street Number)
.......................................................................................................................................
(City OT Town a.nd 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 unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required 1mder the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly contpleted as above-directed.
!
J
RCC-34 (1-64)
COMMbNWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS·
TRANSFER INHERITANCE TAX
RESIDENT DECEPENT
SCHEDULE. 1;A,
REAL PROPERTY
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by
the decedent 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 Commonwealth of Pennsylvania should be
described by lot and block number, street and street number, together wl th
a general description of the property, with a reference to the record of the
conveyance by which the decedent took title; If a farm state number of a-
cres; also statement of mortgage encumbrances upon each parcel at death
of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are
to be listed on Schedule "F" and must not be deducted from this schedule.
One Fifth (1/5) interest in premises
located in the First Ward of'the City of
Monongahela
Being Lot No-. -391--in the Monongahela Land
Company Plan of record in Plan Book Volume
2, page 14, and Lot #390
'(~~
~-
Insert this total opposite "real property", Schedule "A" in the
"As Reported" column on the last page of this return.
( 1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
&K-1 Y~·
$100.00
xxxxx
(2) (3\
DEPARTMENT
VALUATION
ESTIMATED CAUTION MARKET VALUE (Do not write
In this space)
RCC,-35
CG.~ONWEALTH 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.O.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
·UNIT
VALUE
ESTIMATED
~lARKET VALUE
Savings Account in the Western Pennsylvan~a
National Bank;, Bank Book Numb.er 22183
~.~~~ 6;~
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
X X
$10,455.00
DEPARTMENT VALUATION
(Do not write in
this space)
-CO"!IP.IfON'IK\LTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "C"
TRANSFERS
(1) Did decedent, within two years of-death, make any transfer of any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no)_n~0~---
(2) Did decedent, 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 in possession or enjoyment at or after his death?
(Answer yes or no) no .
(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)~n~o=-----
(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 valuable and 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) ___ 11_0~---
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) ___ n~o ____ _
(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) no
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to alter, amend, or revoke, or which could revert to decedent 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 inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no) no
NOTE 1: The answers to these questions should be supported by affidavit by the attending 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 property
transferred, it's fair market value at date of death, dates of transfers and to whom transferred, ~ith
relationship of transferees ·to decedent, if any. Submit copy of any trust deed or instrument, if trans-
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
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" colUITID on the last page of this return.
MARKET VALUE
(Estimated) DEPT. VALUATION
(Dept. Only)
\
RcC-38
CCMM0NWF.t\LTH OF PENNSYLVANIA
THAN::::ITH INHElUTANCE TAX
HFSIDENT DECEDENT
SCHEDULE "E"
JOINTLY 0\VNED PROPERTY
I~STRlTTIO~S: This schedule must disclose all property, real and personal, owned by the decedent jointly
wi t.h 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 tmder Schedule
"A", plus the date and place of record of instrument effecting vestiture, but do not include entireties
o~ 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, Name!
Address and Relationship of Co-Owners, and Place i
of RPcord of Instrument, where Real Estate. l
NONE
Unit
Value
I
I
i I
I
percentage
Share
Insert this total opposite "Jointly Owned Property", Schedule
in the "As Reported" column on the last page of this return.
! Estate i 1 Valuation
I
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I I I
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nE"
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I
I I I
DEPART1lENT VALUATION
CAUTION-Do not Write
In This Space.
-Value of
Entire
property
-
i I I
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Value of
Decedent's
Interest
(
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• RCC-.37 (12-63)
COI\fl\IO.N\\'EALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX ;,.
ftESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF State full names and addresses of. all who illegitimate children DECEDENT OF BENEFICIARY ave an interest, vested, contingent or other are involved, set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NO BIRTH
Louise Grell Harper sister no
1276 Wickerham Drive ,.,-, Monongaheia:~, Pa. i:.;v':'.J
.. -..
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
SUMMARY
. ( 1)
Real Property ········································································:·(Sch: "A")
(As Reported )
$ 100~00 $i9.;~.5..5:~:<?9.·.:.: ........ . Personal Property ............................................ , ............... .' ..... (Sch. "B")
Transfers .................................................................................. ( Sch. "C") $ ... , ......................... : ....... .
.................................................................................................................... ;···: $ ............................ : ........ .
$ ........... · ....... : .................. .
Gross Taxable Estate ................................................ ) .............................. . $ .... l.0. • .555 .•. 00 ....... ·
I
..... 0
.i::·
5 0 u
..... 0
..c -~ QJ ::: c 0 E E 0 u
~" ., f c: 0
... ~:a." l_ a ; ~ ~0 rlAY I 9 ni1 1n 57
~
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Z R U " ·::-r.· I ' ,, , ., I < · ,, ·-' .... :.... •.. •·· ~~ h N 0
!-REGISTEr~ OF WILLS ~VASH IN GTON COt,PA~
'-l =:
(2)
(As Determined)
$ ......... / t::?C? · .... c?. c?.
$./1 .. Y.-f." £. .... <:). c;l .... ~ ..
$ ........ ,................ ... /
. . $ ....... :.' ... ,. : ,.: .: ....... .
$ ...... : ....... : ...... .
$: I..C:,.: .~ £.~: ~: .ct . ~.
I
Form RC C·lO DEDUCTIONS ALLOWED IN J
OFFICE OF THE
REGISTER OF WILLS
STATEMENT OF DEBTS
AND DEDUCTIONS
THE SUM OF . . . . . . . . . . . . $ ..... l ... €~ ... l...z...s-
OF _ _;W~a<.!::S~h.!.,i!:.!n~g~t:..!oO!.!.n~-COUNTY DATE APPROVED . • . . . . . . . ... ~ .... : ... c!.'_.~ .. Zf'..
a.~a~~~ AND AGENT OF THE COMMONWEALTH
::/;. // ~_j-~f-· (JO . Register of Wills, Agent
EsTATE oF Frank R. Grell LATE OF Monongahela, Washington County, Pa.
--r , DATE OF FILING APPRAISEMENT OATS: OF DEATH ~ tf Octobe 1 1969
DATE NO. OF NAME OF PAYEE REMARKS AMOUNT
VOUCHEIII '
Russell Marino, Register of Wills probate etc. ·, 31. 00
Witnesses on Will 10 00
Dr~ I.awrence W1lsnn ?~ 00
Bebout & Yohe Comoanv funeral exnenses 1.47~. 7~
"' •
~ 1, 539. 75
COMMONWEALTH OF PENNSYLVANIA }ss: ~
COUNTY OF Washin~ton
I, Lo:u.i§~ Grell Her:Qe;x: HEREBY CERTIFY, THAT. TO THE BEaT OF
MY KNOWLf:DGE AND BELIEF, THr: FOREGOING IS A JUST AND TRUE SfATEMENT OF .DEBTS, FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Frank R. Grell DEcEAeEc. As DEoucTION~> FOR
INHERITANCE TAX PURPOSES.
¥ ~~/ CL.Sl SWOR~BSCRIBED BEFORE ME THIS I DAY OP'
\ J"'l fl , 8 1!!.__ ~ e. ·-t:u£.
MARION E. C:JL':'.i '.N, Notary Public
Monor.cahe:a, './as~;:ngton Co., Pa.
fdy Commissicn Expiri!S
July 14, 1973
I
R C C-81 (Z-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
LOUISE GRELL HARPER
(Executor c*XX~Ui
IN YOUR REPLY PLEA8E
REFER TO 38-12-9
In Re: Estate of ____ ___:F~RA=N~K~R~. ~G..uR~E,..LL.I.LL--___ _
________ W_;_:A~S.:;..;H:.=-:I=..:N.:;..;G:...:T:...:O:..:.N.:.__ ___ County -File H o. 6 3-6 9-1 13 0
Dear Mrs. Harper:
You are hereby notified that the original
appraisement in the estate of Frank R Gre] 1
has been filed in the office of the Register of Wills qf Washington
County on June 8 , 19....2.0. Said appraisement reflects· the
following valuations:
Real Estate ---'-----=1~0~01-/-/..loOuO"----
Personal Property __ ~l~0~,~4~5~5L,L·o~o~-----
Transfers __________ ~~~------~----
To~al ------~1~0~,~5~5~5~.0~0~.---
As to such ·1'ax that is paid within three months. from date of
death, a five (5%) percent discount is allowable. As to any tax that
remains unpaid after one year from date of death, interest at the·rate
of six ( 6%) percent per an.num is charged.
Any party in interest who is aggrieved by an apprais.ement may
appeal therefrom as provided by law.
Date ____ ~J~u~n~e~8~,~1~9~7~0~------Signed .f...l,..~.fJ.-:.___!~~~~I----.G.~22f.~ {(_
Title ~~~~~~~~~~~•.SER
DATE OF DEATH: October! ·,1, 1970
Note: This is not a bill..
J
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(}
RCC-39 ('~68) .
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of GRELL'
(Last Name)
FRANK R. DATE OF DEATH 10-1-69 FILE N0.63-69-ll30
(First Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of \vashington
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: ___ _.:0~6!.::-~0~8!..::-:....~.7~0~--
10-01-69
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for \vashington County, PennsyJ-(ania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items w~ere 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
allowod as a doduction, ~~,t/' ~-~
Dated: 06-08-70 ~ ~
lfiEGISTER OF WILL'S
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 '· annuities .................. .
EST ATE TAX ASSESSMENTS
FOR USE OF REGISTER ONLY
Taxon$ ________________ ~----
Tax on $ --------------+----
Taxon$--------------~--
9 015 25
$-----------4----
$ __________ _L __ __
2%
6%
5%
COMPUTATION OF TAX
$ ______________ 4----
$ ______________ ~----
$------------~----$ ______________ 4----
VALUE AS REAPPRAISED
$ ____________ ~---
Tax on $
Tax on $ Q 01 c:; ?.1:\ ~ $ ___ ....,.,~~~-c:;._.: ?+....~. ?'.:;;s_. a , ll!rPaid In Fu1ltl
(*) As evidenced'by Charitable Exemptions========::=jF== *
To tal Estate---------------'----
TOTAL TAX $ -------------..1.----
Less tax previously paid $=======4==
BALANCE $------+---
Less 5% of tax if paid within
3 months after death $==========
BALANCE OF INHERITANCE TAX DUE $ -----+--
Add interest at rate of 6% from
---------to --------$-----------'--L--
AMOUNT OF ESTATE TAX ASSESSED $-----------1----
Estate tax paid $ __________ __J __ _
BALANCE DUE
Add interest at rate of 6% from
---------~10---------
$----------~---
$ ---------+---
TOTAL TAX BALANCE $-----------4----
PAID $ -----------L--
FOR USE OF REGISTER ONLY ADJUSTMENTS
Exemption Certificates issued
by the Secretary of Revenue.
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 .................... Year -: .......... .
IN THE
MA TIER OF THE APPRAISEMENT
OF THE
ESTATE OF
...... F.RANK .. R .... GRELL .................................. .
Deceased
Late of .... MONONGAHELA ......................... .
County of .................... J1ASHlNC'l'.ON ..... ..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
, :
Form RCC-2
COMMONWEALTH OF PENNSYLVANIA _ ~ATE ....................... J..un.e ...... 8 .. , ...... .1.9.7 .. 0 .....................
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ' ~ COUNTY ............ Wa.shingt.o.n ................................. BUREft& OF COUNTY COLLECTIONS
,: 17 12 7 APPRAISEMENT FILE NO •.............. 6.3 .. ~.6.9.~11.3.0 ....... -........................ HARRISBURG. PENNA.
I
Whereas, ................. Fr.a.nk. ... .R~ ...... G.r.~.l..l.. ......................................................................... late of ................................... Mo.no.nga.he.la ............................ I
in the County of .............................. Jvashing.t.o.n ............................................................... Commonwealth of Pennsylvania, having died on I
i the ........................ .l ..... ~.t. ....................................................... day of ............................ 9.~--~-~9-~.:r. ..................... 19 .... .§.~. seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ................ W. .•. R. •..... CHANE.Y ....................................................................... , an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the rig~1t 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 I nherl lance
Tax Purpoaes
$
~ REALTY:
One fifth interest in nrernises located in the
l?;.,..C' ... lAT!ll"~ nf' +}u .. r.; +v nf' Mnnnnc;~_hP.l a RP.in~ I . ., ..... I
lot 391 Monone:ahlea Land Cornpanv Plan I No in the '
of record in Plan Book Vol. 2. pa,ge 14 100 00 ' I
I
I
I
PERSONALTY: I
S!l "',; n O'C! Arrnnn+ in +hP lvPcct-.P.rn PP.nn.~vlvania ..... .,
National Bank. Acct. No. 22183. 10.455 00
1
I
I
I . I
\ '
I
I
I . I , Total 10.555 00
I . I
' I
form~;·~~~h b~~ ::~h;sw~ ~1~~0 Ia~, ~:; o~·~·;~~t;e~se?:":~t.~:~J?
2Zl~':_?!~·i···························~::. (POI!t Oft!~)
·----
----------·------
..... 1-vASHI.NG.T.ON ................................. .. County
,..,
RESIDENT, INHERITANCE TAX APPRAISEMENT
Estate of
.... FRANK .... R .•...... GRELL ............................................... .
Deceased.
Late of
........................ .MO.NO.NG.A~.LA .......................................... ..
Date of Death, ...... Q.c;:.t..9..P.~.r. .... J., ..... J.QJ~.~--........... ..
Appraisemel!t Docket Vol., ................... 3.8. .......................... .
Page, ........ 1.2.~ . .9 ....................... No ..... 6..3..~.6..9.~.11.3.0 ..
-·································································································································
Filed in Register's Office, ....... J.une ..... 8. ........ J9 ... 7.0 ..
Amount of tax due, $ ................................................................... ..
DEPARTMENT OF REVENUE
Reqeived, ................................................................................................ .
Examined and Approved, ............................................................ ·
Wrote abo.ut Appra-isement, ................................................... •
Appeal f1'om Appraisement, .................................................... ..
Entered and charged, .................................................................... .
(> .