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Home My WebLink AboutOC1970-0105 - ESTATE OF KELLY. OFFICE OF THE REGISTER OF WILLS ~~Ol:m~"o.~::62(12-66)-THIS-~~:-REQUIRE~~N ALL E~TA~ESWITH GR~'s ASS~S UNDER $10.000.UN~ER SECTION 701 OF ACT OF JUN~16,1961.I EFFE~VE JANUARY 1,1962,(FILE IN,DUPLICATE WITH COpy OF WILL ATTACHED)&,,3 ~,?()- /oS I .\, ~ * J Cou~ty of ,t,,W~~~I~\H:rrqN,,,,,,,, ""~,:t:~~.q..,~~~~y',."•.,.'".".""."~.,...of ',..',.,..,.~9~~.r:O:t ,~~I?-~,s.y'~~~~'iL,'",.,..',',',. (Name)(Address) being duly _._~__~.~~E!!.according to law,deposes and says thatShe is the __.!.~i~~~__'!~~~~L..._._ (Exec"Adm"Legatee,Etc,) -,~. of the estate of.._....._.__.P_~_U_~__~~J!.Y__.__.:__._whose last residence was _~.9_8.8_.T.b.Qmpson(.Av.enne.._ (No,)Street) __...~~E:.?::~!_._~~!E?::~Y.:!Y-~~.~~!.deceased,and that the whole of the estate of said decedent,who died __~~_<:.~_~J?_,~E~J~L 1969 (CitY,Borough or Township)(Date) consisted of: "<REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MOR'l'GAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS, Real Estate Estimated Value None. " ,\.. \ Personal Property None <\ ,,:r "t ~ NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered. '~.---.----'---,I Jointly Held Property Estimated.. Value "'.... .•REAL ESTATE -Lot 2'7 Block 51,Donora,Pa.held in na.me of DeliaKelly ~.656~1../- and Marie G.Kelly,mother'and daughter,as joint tenants.See deed date· I /l~~'~ March 23,1954,r.ecorded in peed,Book Vol.891 Page 205 ""/7 ....~L ...Ii Value $6,500.00 .,1/2 Taxable ~V~~~~V:'Y"tv-3,250.00 Certificate Dated -May 13,1965 PERSONAL PROPERTY -68 Shares Common Stock -A11e2'henv Power Svstems Inc.s held in name of Delia A.Kellv and Ma.rie G.Kellv.m0therand ~.I daughter,as Joint Tenants -@ 20 1/8 :~368.50 -1/2 Taxable 684.25 Total 3,934.25 Transfers within TWO YEARS Prior to Death - None That at the time of death there was no safe deposit box registered ih 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 RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Mellon National Bank &Trust Comoanv.-.Delia Kellv and Mothp....~nn .Donora..Penna.Marie G.or Norma C Ke1Hr r - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT None All hp.ld in n~TY"'''of np.lia Kellv and Marip.G Kp.llv .~nd d~llO'htp..... as Joint Tenants-with right of surv ivorship.- ...., I.-~... - DEBTS AND DEDUCTIONS CLAIMED II i , J RESIDENT DECEDENT _.,-"-.._-~..----'.-'---_.-...--.--'-'-~~'---------------. •NOTE'List first five items iij.the iJpl\l:es so provided,observe notations thereon,and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ltEGISTER ONLY Philip L.DeRienzo Funeral Ho~Suneral expenses paid $1.473 00 $ Family exemption (will not be allowed unless decedent died residingwith a spouse or children.) Administration Expenses * Geo.O.Fraziers Attornev Counsel fees *75 OC . Fiduciary commission •. I OTHER DEBTS AND CLAIMS (*)See Note below National Ambulance Service Co.Services to decedent 30 00 Monongahela M~morial 68HospitalServicestodecedent388 Dr.H.J.Levin I Professional Services 45 OC I Father Laboon Funeral Services 20 OC ~ ~I v f .- .Total 2,031 6~ ...~9P:9;r.~1..~~~~~?q~?. (City or Town and State) ~.-::~.~.A..K~.J.(~Executor-Admi";'ist~~t~11'. 988 Thompson Avenue I •••••••••••0 •••••••••••••••••••••••••••••0 •••••••• (Street Number) Subscribed and sworn to before me this . Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater or less than the estimated amount claimed and allowed. c/tiJ .', ..........//'day of Januar.y ,19.TQ t..L~'-/~...~Notary Public~'~~:~'."~~~'~~"~~"~'~";~~"~Y;;"'" Having been d~sworn according to law,I~dhere certify that the.above appraisement iSlade in conformity with law on this ..............JO.~dayof ·~·····~·.·f·········~·..n .-:;;;j ...L:~'£.....c.c.P:......~..~.y~...~ra'iseK In the event that any future interest in this estate is transfelTed in possession or enjoyment to coli al heirs of the decedent after the expiration of any estate for life or for yeal'S,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER I,the undersigned duly elected Register of Wills in and for ..../U....-.-<Z-<'{,~__'¥' report that I have allowed debts and deductions in the amounts ~im~d-b;deponent, is set forth in the last column to the right in said schedule above,which greater or I s epresents the su~wed_a~a ded~ Da"",.Y~..1.0../??.i!.....&~. -- "."'. ;',,'"~~;...."'~'"r:I ~..••("'\;. "'*.,1111111'1 t"t't''- . IN THE OF THE ESTATE OF MATTER OF THE APPRAISEMENT r ·>'0=No.RCC."'''·M, I ".~~·INo..t:8.s:'..Year.t.J.i•••• i ~Joint Tenant '. I I I DELIA KELLY-,. J Deceased Late of ....;Q9~q~~,................... County of,..:W~.l:!.I;t;I).gt9P:. Commonwealth of Pennsylvania "l\f<~ r-'f'l o..'y .-,,) ;'....... :...:: 1'"'-J' -....I' t'}~--..J ~.;,~~~REPORt:~~APP~IS!S=:--(j)..:::oa : .-{f}~_-.~Z '-'J G:l ;~:"-;~,o --, -y 0-""'t'1 ]f;;- .g :1E :~~ ~r=:::::-or-..£-»(/)0 GEO.O.FRAZIER Attorney at Law Thomas-Frazier Bldg. Donora,Pa. 15033 • RCC-BI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA.E REFER TO j NOTICE OF FILING OF APPRAISEMENT MARIE G.KELLY In±'ormant DEILIA KELLYInRe:Estate of----_--:--::..=.=:::..:.....::::==------ ____---:i~·vA;:.;:S:.:.:H;::I:.;.NG::..TO:.;;':..:.N:..._.County -File No.63-70-105 Dear Miss Kelly: You are hereby notified that the original appraisement in the estate of Deilia Kelly has been filed in the office of the Register of Wills qf Washington County on January 30 ,19-19.Said appraisement reflects the following valuations: Re al Estate _---'--:::--=-:--:::-::-_ Jt.Held ~3,934.25---..;;;...:;~~....;;,.---Transfers ..,....-~----- Total -3~,9,",3:.::14:..:.•.::::.2~5 _ 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 (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date Jan_ua_ry~::...30....;,::.....;..1~9..:..7_0 _Signed (lJ.R ~ge 7lTJ~ Title W.R.CHANEY,CHIEF APPRAISER .DATE OF DEATH:December 13,1969 Note:This is not a bill. '.CC-39 (5-6&) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY ;'::state of KELLY (Last Name) DEILIA (First Name) DATE OF DEATH (Initial) 12-13-69 FILE NO..63-70-105 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". e ..~~APPRAISER 01-30-70 12-13-69 Dated:-----:;::'---"'--+------- 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 gre er r lesser amount represents the sum allowed as a deduction.~L;~~_.~1 Dated:01-30-70 ,-v --t/ VALUE AS REAPPRAISED.1= 57 2 0'31 68 3.934 25 1,902 $ ),';1)4 .::, 3.934 25 2 0'31 68 1,902 57 VALUE AS REPORTED VALUE AS APPRAISED $f-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 -1= (*)As evide~ced by Charitable Exemption Certificates issued by the Secretary of Revenue. ____c $ t= $ $ C $ COMPUTATION OF TAX $-------::----1-.."....- $.....:;1=1~41=.5'---- $-------4-- $-------+-- $-------4-- $======1 $------1 $====~= ___--JI_ TOTAL TAX BALANCE :-------.11- PAID $-lL BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $----- Estate tax paid $_ BALANCE DUE Add interest at rate of 6%from ------'lto----- Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death TOTAL TAX FOR USE OF REGISTER ONLY Tax on $-::---::-::~_:=',.-.~2Oh Tax on $1.902 157 60h Tax on $-% Tax on $10% Tax on $15% ~~ptiMS * Total Estate --l-__ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration f No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF DEILIA KELLY Deceased Late of . County of DONORA .WASI1:I:NQ:TON. Commonwealth of Pennsylvania REPORT AND APPRAISAL Fonn RCC-2 •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX ~ APPRAISEMENT DATE ..,",,"""~~!:1.lJ.:"l::r.:,y."..,?.9..'....,..~,?.?..?.,..,"'" •COUNTY " "..,..........,"'~~~~,~.?~~.'?~........,',...."....,.. FILE NO...QJ..::7.Q.::J.:.Q2 .. Whereas,,""""""".."",",.D.eilia Kelly., , ''""""""",,'late of """"",.",,p.9..D..c>.!:~,..,"",."""" in the County of W.~f?htDg~.9.P.-Commonwealth of Pennsylvania,having died on the ,J.J t.h day of,.P.~.9..~mp..l3.r.19..,~.9...,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,w.~.3..~G.h.?Jl.~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 Asset JT.HELD: See copy of appraisement attached. Total Unit Values $ Appraisement Made for Inheritance Tax Purpose, 3,934 25 3,934 25 WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .DEILIA . Deceased. Late of DONORA Date of Death,.....P.~~.~p.~.~.:L.?-?..~196.9 Appraisemel!t Docket Vol.,.. Page,No ??:::-.7..9.:::-.~.9.5... Filed in Register's 0 ffice,eJ.'3.-nlJ.Ci.;rY 3..Q..19 7.9 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,. Entered and charged,. " ~