HomeMy WebLinkAboutOC1970-1108 - ESTATE OF KELLEYRcc-t 03 (2-64)
COMMONWEALTli OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX DIVISION
INHERITANCE TAX RETURN
FOR INSOLVENT ESTATES ONLY
OF RESIDENT DECEDENTS COUNTY OF WASHINGTON
I
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.
of the estate of James W.Kelley
I,Rachel B.Kellev
(Name)
of R.D.3,WashingtCim t Pa.1530l_
(Address)
Misc.
being duly sworn according to law,deposes and says that91e is the surviving wife and informant
(Exec.,Adm.,Legatee,etc.)
late of Hopewell Township
(City,Barough,or Township)
deceased,and that the whole of the estafe of SQid decedent,who died on ----.:Oc=....!t~o~b~e~r~-:7~t~h~,~1~9~7!....0~·~_
(Dote)
consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and
XWi*IX
X*dcrJa.No.1108 19 70
no Pennsylvania Transfer Inheritance Tax is due.
ASSETS
(Attach additianal sheets if necessary)
Description of Asset
Estimated
Market
Value
Deportme/1t
Valuation
CAUTION
(Do not writ.e
in this space)
Personalty 10 shares of Capital·steck of Kelley
.Industries,Inc.@204--~---------------$2,040.00 2.O~O.O(jI'
$2 040.00TOTALS
'J REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointeCllnheritcince,Tax Appraiser in and for the above County do respectfully report that I have
appraised the real and personal property as reported in the foregoing schedule at the values set forth opposite e~tem in
the last column to the right.?<.1 If?~t<?L..,,(~o d / -T-?/In~Appraiser '1/.ate :
DEBTS AND DEDUCTIONS Amount Amount Apprpved
Nome of Payee Nature of Claim Claimed by Registcn
Barnhill Funeral Home Funeral of J.W.Kelley $1,395.00 !,.J 9c5 06,-
WidOW'S Exemption Now $1,500.00 I S-OtJ.00,
,
TOTALS 52.895.00 '::J r9s-.oo
REPORT OF THE REGIST'ER 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 wher have set forth a greater or lesser amount
in the last column to the right,W~ich great~r,or lesser amount represents the su al oW~d as a e~~~
Date of Approval:/f'71 .LI -=--:-_-_/~Il~-------_
Register of Wi lis
~)No.1108
IN:THE
Year:zo.....-
MATTER OF THE APPRAISEMENT
"OF THE
ESTATE OF
James W...Kel1ev
Deceased
Late of Hopewell ,Township
.-
:t
.~
--:..~~';-,
f.
..
County of Washington
'.I
'tJ ~..;::=-,~,j-~ifCommonwejlth:'~f::BennSyll~ia •e/)'_'-:;._I --.r,_t,.J ~:z:-v-,1c:5 ;,--
--(fj.~.I.~jZ,t.~'.J ,-
RERORT !AND Af?-8RAfSAL
-I .:::;-_b'to.'1"'..-.:c:::0:.-_-I \......1..,-'-"TO '"g :::::S:~.-.............,.r-=;;i"1v""Or---!>cno
.....
.Adam L.Sanders-B.A.Franks
Aftorneys at Law
RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
Rachel B,Kelley-Informant
IN YOUR REPLY PLEA.E
REFER TO
In Re:Esta te of J_am_e_s----.,.W:....:.:....-K_el......l......e~y~a..:../......k;!.../......a _
________~W4a~s~b~j~n~gt~o~n__--__-------County -File No.63-70-1108
Dear ~~s.Kelley,
You are hereby notified that the~~~o~r~l~·g~ln~·~a~l~---------------
appraisement in the estate of J~am~e~s~·~~l~.......K~e~ll~e~y~__
has been filed in the office of the Register of Wills qf Washington
County on Januarv 8 ,19..1J-.Said appraisement reflects the
following valuations:
Re alEstate __--'-~:::--:~:::--:~-----
Personal Property 2~,~0~4~0~.~0~0 _
Transfers ,......._
Tota1 --.----f2:..,;1W.0!=!4.""'0~.~OO~_
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 .-":..Ja::::n:.:.u:::a:::r:..."jy:...-....::8::...z,~1:.!9..!..7::::1 _Signed
Title
ESTATE INSOLVENT
DATE OF DEAT H:October 7,1970
Note:~This is not a bill.
W.R.CH.l\.NEY ,CHIEF APPRAISER
RCC-39 (5-681
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Kelley
(Last Name)
James
(First Name)
w.a/k/a
(Initial)
DATE OF DEATH 10-7-70 FILE NO.63-70-1108
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ~1Jashington
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".
wR~'A-v~INHERITANCETAXA PPRAfsER
1-8-71Dated:--='----'----'--=---------
REPORT OF THE REGISTER OF WILLS
REGISTER OF WILLS
Dated:_-=1;.;..-_8_-....:..7_1 _
I,the undersigned duly elected Register of Wills in and for VJashington 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 grea er or lesser amount represents the sum
allowed as a deduction.
VALUE AS REAPPRAISED
$-------+--2,040 00
2.01J.0 00
2.895 00
Insolventte
$
2.040 00
:;>01J.0 00
2.89S 00
Esta
VALUE AS REPORTED VALUE AS APPRAISED
$
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
annuities.. . . . . . . . . . . . . . . . . .$t=
------1
ESTATE TAX ASSESSMENTS $---..I.-t=
FOR USE OF REGISTER ONLY
Tax on $----------f--2%
Tax on $@
Tax on $5%
Tuoo$10%
Tax on $15%
fu~ptioos •
Total Estate --4-__
TOTAL TAX
COMPUTAnON OF TAX
$-------t--
$-------t--
$-------t--
$-------t--
$--------4--
$---1.__
(*)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 ::::::::~:=l====
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
_____to $-------1
AMOUNT OF ESTATE TAX ASSESSED $----_L-
Estate tax paid $l-
BALANCE DUE $---lL-
Add interest at rate of 6%from t=
-------l:to-----$-----~,
TOTAL TAX BALANCE $-------1
PAID $-J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same,should be noted below,with short explanation.
Will f No....Administration ...'
IN THE;
MATT~R OF TH~APPRAISEMENT
OF 'P!!'
ESTATE Of
JAlvlES W.KELLEY
peeeased
L~te of WASHINGTON.
County of.i'lASHINGTON
Commpl)wea!th pf Perflsylyapia
REPORT A-NQ i\.PPRAI~~~
y
)
;
-- -
,
Fonn RCC-2.
DATE .........J.@.1J.?:ry....$"'.....J.97.+....................COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF itEVENUE RESIDENT INHERITANCE TAX ....y.!.?~.:?.h.~~t.9..l}.............................COUNTYBUREAUOFCOUNTYCOLLECTIONS ..........
HARRISBURG.PENNA.J7127 APPRAISEMENT FILE NO..........?.?..:.?.?..:;!;~2.?.....'.....:.:......._...............
Whereas,...................................~g.m~.§....~r.~...)~~.g.~y .......~.1.~!~.....................................late of ..............y.\!.~~.h.~~g~.~~..........................................................
in the County of .............................................Wa.g.hingt.Qn........................................................Commonwealth of Pennsylvania,having died on
the .................................s..~y.~~~.~.......................................day of ...............O'~t.9.Q~T.......................................19...79..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,'Id .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:
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
rax Purpo..s
$
p1<:RSmJAT·
10 shares of Canital stock of Kellev Industries.Inc.@204--------2,040 00
total 2,OL.0 00
ESTATE..I~SOLVENT,
"".
,
','
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,........,:..:....
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"',''...,
....
fonn~;~fhbl:'::::;':'Wlll1l~~'~~o~~~~=~~iS?~d>~
Appraiser
..................................................................................................................................................................
...............~.~.~t.r~~t)..................................,Penna.(Post Oftlee)•
1iM3.HJNQTQN ...County
\
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JA}lE$.J'I:•..KELLEy....
Deceased.
Late of
'\J\[ASHING.To.N...
Date of Death,;J"Q~7.":':7.Q :..
Appraisemeilt Docket Vol.,..
Page,No ~3.::::7.Q:-.+.J.:Q.$..
Filed in Register's Office,<!.~.~E?19 7.+.
Amount oj tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo,ut Appraisement,
Appeal jYom Appraisement,.
'Entered and charged,,.
,.
..
1
II
,"
IN THE ORPHANS"C<XJRT OF WASHINGTON COUNTY,PENNSYLVANIA
In Re:Estate of:
James W.Kelley,a/k/a
J.W.Kelley,
Deceased
)··)··)
No.,I (){of 1970
PETITION FOR DISTRIBUTION
TO THE HONORABLE,TIlE JUDGE OF SAID COURT:
The Petition of Rache,l~~B.Kelley,respectfully represents:
1.She is the widow of James W.Kelley,who died
October 7,1970,intestate.Decedent left as his sole heirs at
law,his widow,Rachel::B.Kelley,and seven children,namely,
James W.Kelley,Jr.,Florence K.Coulter,Betty K.Long,Lt.COl.
Donald E.Kelley,Alice K.Scott,Frederick H.Kelley,and Edward
E.Kelley.All are sui jur~s and self-supporting.
J
2.That decedent resided at R.D.3,Washington,
Pennsylvania.
3.That no Letters'of Administration or Letters Testa-
mentary have been taken out in decedent's estate,and no applica-
tion for Letters has been made.
4.That decedent was survived by bis widow and seven
children,all listed above,and no other heirs at law.
5.That estate of decedent consisted entirely of 10 share;
of the capital stock of Kelley Industries,Inc.,value $204.per
share,total value $2,040.00.
6.That the funeral bill of the deceased in the amount of
$1395.00,has been paid to the Barnhill Funeral Home by your
Petitioner.There are no other unpaid bills.
\
.,;1
7.That the total value of decedent's estate is less than
$5,000.00.
8.That your Petitioner resides at R.D.3,Washington,
Penna.
9.That your Petitioner:il entitled to her widow's ex-
emption of $1,000.00,in cash,plus $1,395.00 reimbursement for
having paid the funeral bill of the deceased,total $2,395.00.
10.That the widow will pay the Attorney fee and costs
connected with this Petition.
WHERE~RE,your Petitioner,Rachel:,B.Kelley,respectfully
prays that the 10 shares of the capital:.stock of Kelley Industries
Inc.,valued at $2,040.,be awarded to her under the Small Estates
Act,as amended,and as her widow's exemption.
AND YOUR PETITIONER WILL EVER PRAY,~tc.,.
Attorney for Petitioner
•(•<
STATE OF PENNSYLVANIA
••".to
COUNTY OF WASHINGtoN
)..
)
.~SS:'
Personally appeared before me,a notary public,Rachel B.
Kelley,who,being duly sworn according to law,deposes and says
•
that'the facts set forth in the foregoing Petition are true and
correct.
WITNESS my hand and seal this /2 ~day of November,1970.
Sworn to and subscribed before me
this ""0 4'day of November,1976~
Notary Public
Washington,Washington County,Penna.
IN THE ORPHANS'COORT OF WASHINGTON OOUNTY,PENNSYLVANIA
In Re:Estate of:
James W.Kelley,a/kla
J.W.Kelley,
Deceased
)
•.
)
:
)
./.'
No./I t)g of 1970;
AND NCM this,
ORDER'OF roURT
-(;;f.../3 -day of November,1970,the within Peti-,
(
tion for Distribution under the Small Estates Act,having been pre.
sented and read by the Court,the Prayer of the Petition is grantee
,.
andit"~is hereby,'ordered and Decreed,that the 10 shares of Capital
stock of Kelley Industries,Inc.,valued at $2,040.,is hereby
awarded,a~d'di~ected to be transferred to Rachel B.Kelley (being
her widow's ~xemption of $1000.00,plus reimbursement for the
funeral bill paid by herh under the applicable Penna.Statute.
This Order shall be sufficient authority for the transfer of said
10 shares of stock to her as aforesaid.
By The Court
\fSe~
\