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Home My WebLink AboutOC1969-1213 - ESTATE OF BELL.- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS COURT DIVISION IN RE:ESTATE OF SAMUEL J.BELL,DECEASED PETITION FOR SETTLEMENT OF SMALL ESTATE (SECTION 202 OF THE FIDUCIARIES ACT OF 1949,AS AMENDED) TO THE HONORABLE,THE JUDGES OF SAID COURT: 1.SAMUEL J.BELL,the Decedent,was an individual,a Widower,and a resident of R.D.#1,Coal Center,California Borough,washington County,pennsyiliYania,at the time of his death 2.The Decedent,SAMUEL J.BELL,died October 12,1969, intestate. 3.The said,SAMUEL ao BELL,died owning no real estate and owning the following personal property: a)A Dissolution check from the pittsburgh Paint Supply Company in the amount of $502.00. b)United States Series E savings bonds having a cash value of $1,096.89. 4.The persons who are entitled to share in the dis- tribution of the Decedent's estate are his daughter,Geraldine Bo Zundel,and his son ~.~r 0 Both the saidI son and daughter are sui juris.The said Geraldine B.Zundel resides at R.D.#1,Coal Center,Pennsylvania,and the son at separate and private estate the following debts ox the Decedent: a)Harold R.Toner,funeral $1,185.00 b)Charleroi-Monessen Hospital 10.00 c)Dr.Joseph Young,M.D.10.00 d)Dr.Charles Dow 20.00 e)Belle Vernon Cemetery Assn.110.00 f)David P.Scholl 25.00 $1,360.00 t.I The total of the debts of the Decedent is $lJ360~OO and she reques s reimbursement in that amount.She further requests that the famil ex~mption be allowed as against any Inheritance Tax due. AND SHE WILL EVER PRAY J etc. E.Costello for Petitioner IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS COURT DIVISION IN RE:ESTATE OF SAMUEL J.BELL,DECEASED COMMONWEALTH OF PENNSYLVANIA: COUNTY OF WASHINGTON: SS: PERSONALLY appeared before me,the undersigned authority GERALDINE B.ZUNDEL,petitioner,who,being duly sworn according to law does depose and say that the facts set forth in the fore- going PETITION FOR SETTLEMENT OF SMALL ESTATE are true and correct to the best of her information,knowledge and belief. official IN WITNESS \~REOF,!have hereunto set my hand and seal,this dO day of ~,1969.c " IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS COURT DIVISION IN RE:ESTATE OF SAMUEL J.BELL,DECEASED . COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF WASHINGTON: PERSONALLY appeared before me,the undersigned authority, JR. JOHN GUYDAN/and JOHN E.MCCLEARY,who certify that they are emplpyees of the Charleroi Office of the Mellon National Bank and Trust Company and that they did review and appraise according to the charts furnished by the United States Government,the united States Series E Savings Bonds and,find that they have the values set out and having a total value of $1,096.89. IN WITNESS WHEREOF,they have hereunto set their hands and seals this'~~day of Ocotber,1969. Jr. SWORN TO AND SUBSCRIBED before me this ~~ day of october,1969. / /"Notary P:c/' My Commission Expires:c:J7:1NU!YR!~/j /97/ JOSEPH Sm~.NOTARY PUBLIC CHARlfRQI,~~C~,WASHINGTON COUNTY MY COMMISSI~mlll~S JANUARY 7,1971 t",.., IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS COURT DIVISION IN RE:ESTATE OF SAMUEL J.BELL,DECEASED , "DECREE CtJ?~2..Cf;I ir;7 AND NOW,~the within Petition having come on to be heard, on motion of John E.Costello,Esquire,Attorney for the Petitione , it is ordered and Decreed that: The sum of One Thousand,Three Hundred Sixty and no/IOO ($1,360.00)Dollars be paid out of the proceeds of the foregoing estate to Geraldine B. Zundel as reimbursement for moneys advanced in payment of the Decedent's debts;that she be allowed the family exemption;that the sum of Two Hundred Thirty-eight and 89/100 ($238.89)Dollars,less the cost of this pro~ ceeding be divided-between the two children of the Decedent as set out in this petition;and that,to implement the foregoing,Geraldine B.Zundel be authorized to execute and deliver for cashing the united states Series E savi~gs Bonds as outlined in the petition and be authorized to execute and deposit the check as set out in the Petition. ",f.. "'-p W....','., R C C-"l 03 (2-64) ,COt.1MONWEALTH OF PENNSYLVANIA.'DEPARTMEIH OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF __W_A.:...:;S_H--=.IN.:....:.GT..:::...=.O.=..;N:....:....-__ This return must be completed in detail and filed in duplicate,with the Register of wills in the County where the decedent resided within one year after date of death,unless an extension is granted by the Secretary of Revenue. Will GERALDINE B.ZUNDEL R D #1 Coal Center PAdmn.No.19__I,--,--~---------of • •)a. (Name)(Address) Misc. being duly sworn according to law,deposes and says that he is the --::::---_---:--,--_ (Exec.,Adm.,Legatee,etc.) of the estate of __S_A_MUE_L_J_._B_E_L_L ·late of _~C~a~l=i=f~o~r:.=.n~i~a~B~o=.r_.!:'o~u~g#h.L------- (City,Barau~,b Townsf~) deceased,and that the whole of the estafe of s9id decedent,who died on O=-c---:-o__e_r__-.!.,:.....'·_1....:..9_6_9~_ (Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and no Pennsylvania Transfer Inheritance Tax ,is due. Department Valuation CAUTION (Do not writ,e in this space) Estimated Market Value ASSETS (Attach additional sheets if necessary) Des'cription of Ass6t ype of Asset: Real Estate,Pers. Property,Jointly Held Prop.or Transfers JOSEPH SITTE,NOTARY PUBLI,...•."E:>..,4J~~~;.L...;,<U:..L...4:~!:....7l'r'"~~'"t.-L-------- _----=-4::z~~~~"~~~~~_4olCH~RI.EROI BOROUGH,WASHINGTON COUNTY YCOM/.jISSION EXPIRES JANUARY 7,1971 Sworn and subscrib<ed before me Personalty Check,pittsburgh Paint Supplies $502.00 Personalty u.S.Series E Savings Bonds 1,096.89, TOTALS 1 598.89 REPORT OF INHERITANCE TAX APPRAISER I,the.undersigned duly appointeCl Inheritance Tax;Appraiser in and for the above County do appraised the real and personal property as reported in the foregoing schedule at the value the las.co mn to th right. Dated: Name of Payee DEBTS AND DEDUCTIONS Nature of Claim Amount Claimed Amount Approved by Register Harold R.Toner $1,185.00 Charleroi-Monessen Hospital Emergency Room Care Dr.Joseph Young,MD Medical care,last illness Dr.Charles Dow,MD Medical care,last illness 10.00 10.00 20.00 Belle Vernon Cemetery Grave opening 110.00 David P.Scholl Inscription on marker 25.00 Geraldine B.Zundel Family exemption 1,000.00 TOTALS $2,360.00 ReaistAr of Wills REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed,except where I have set forth a greater or lesser amount in the last column to the right,which greater or lesser amount represents the sum allowed as a deduction. Date of Approvah-1t~If;lYe,9 ~ ,- Will }Administration No.(:J-1..3 Year/tltf IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF SAMUEL J.BELL Deceased ~...:"::':-:: Late-of;'::carroll Township ,"":. "'--."..~ County:01'\~ashington•....- Commonwealth of Pennsylvania ....-r1c::::n •E ~t.C:r...;a -REPOR~A~PPR~A4-- ........c.J').,.,u::Z ~~',I"'7"'i0F!1~-:-1 1 1 '=1 ;0 .-~;:::,)~o I "-':Z:~~""'t'J"o -,,::;p.::xO".,,;;:p .:F':::'""'t!,....-:po.en (;)tJ..) •c:;) '.~ R CC-81 (2-64) COMMONWEALTH OF PENNSYL VAN IA . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REFER TO NOTICE OF FILING OF APPRAISEMENT GERAIDINE B.ZUNDEL Informant nm' ) In Re:Esta te of .:.:..S.::;:AM:..::.U.:.......:E~L:...._J_._B_E_J_J._ ______~W~AS::.:HI=.:l\X}=-=T~O:..:.N County -File No.63-69-1213 Dear Mrs.Zundel: You are hereby notified that the original appraisement in the estate of Samuel B.Bell has been filed in the office of the Register of Wills qf Washington County on November 18 ,19~.Said appraisement reflects the following valuations: Real Estate _ Personal Property ~1~.5~9~8~.~8~9~__ Transfers --------=--==-0:-...",-,,---- Total ---=1:..;.L.:::5~9..::.8.:..:.8::..,,9'---- As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ..:.:N~o..:.v~em::::b::...:e:..:r~1:.::::8~•....;1=.9.t..,;6::..,,9,-SignedOLLR ct:1 ~"'<?\~~ Title W.R.CHANEY.CH I APPRAISER DATE OF DFA TH:October 12,1969 ESTATE OOOLVENT Note:This is not a bill. .Y <- ,CC-39 (5-66) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of BELL,SAMUEL ,J DATE OF DEATH 10-12-69 FILE NO.63-69-1213 (Last Name)(First Name)(Initial) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Wash,:.:in=g;>,,;t:..;:o:.::n=--_ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","8","C",and "E". Dated:l:oe::l=---=1::.:::8-~69.-£-_ 10-12-69 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:11-18-69 REGISTER OF WILLS VALUE AS REAPPRAISED $-------+-- 89 00 ate Insolvent $ 1.598 89 1 598 89 2,360 00 Est VALUE AS REPORTED VALUE AS APPRAISED $.----=---=~f---::c=__1 598 89 CLEAR VALUE OF ESTATE 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) Valuation of life estates or FOR USE OF REGISTER ONLY Taxon $t=A Tax on $(jJ/ Tax on $5% Taxon $~10%Tax on $15% Exemptions * Total Estate _ TOTAL TAX COMPUTATION OF TAX $-------t-- $--------1-- $-------+-- $-------+-- $-------t-- $L- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE $C Add interest at rate of 6%from _____to $-----~ AMOUNT OF ESTATE TAX ASSESSED $--~----1L- Estate tax paid $--JL-- BALANCE DUE $--__---Jl- Add interest at rate of 6%from t= ------Ito-----$-----_, TOTAL TAX BALANCE $-----_ PAID $_ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration (No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF SAMUEL J.BELL Deceased _. ~ Late of . County of .CALIFeRNIA .. .WA$.lI:r:~.WN... Commonwealth of Pennsylvania REPORT AND APPRAISAL '"(, ~ " -_._----~-----.---------------- .. ~Fi,.ARTM.ENT OF REVENUE Bt1REAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX ~ APPRAISEMENT DATE ~?!.t:l!r.1~.~.~~.~.~~.?~?. 'COUNTY w.~~.hi.:.~.g~..~. FILE NO..6J..~.6..9::.l?l3.. Whereas,§~:t.:!:~.;h ~.~~.~p.late of 9..~.gg..~~~. in the County of ,Washingt.on Commonwealth of Pennsylvania,having died on the J.?y.h day of g~.~I??.~~19.§.9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.~R..L ..C.b.~~y:,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of Anet Unit Values Appraisement Made for Inheritance Tax Purpoles I $I ------------------------------'-1-------1-----11------4--..PERSONALTY: --------~------'-----------------------_t_---_fIf_----_t_--l Check,Pittsburgh Paint Supplies u.S.Series E.Savings Bonds. 502.00 lt096.89 1,598.89 Total . 1,598 89 1,598 89 I ------------------------------;f----H-"-----t--~ ESTATE INSOLVENT-------------------.:!:~~~~~~~----------+----;if_'_----+_-- --------------------------------------t----ft------+--... --------..,.-------------f----I1f-----f-1 WASHINGTON..............................................-.COUtily RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ................eM1.y~tJ...!I3.~~. Deceased. Late of CALIFORNIA Date of Dealh,.9.~.9.p..~:r...J..,?,~.99.9 . Appraisemcilt Docket Vol.,..3..$. Page,.d~..=/.No...63.~.6.9~1213.. Filed in Register's Office,.N.9.y..~m.p.~.;r.+.$..J9..Q.9.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal t"am Appraisement,. Entered and charged, r .. .: , ,;