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Home My WebLink AboutOC1971-0633 - ESTATE OF NEELl;...__" • j /- I,R.u.s.~.e.1.1 !'{JAr.ino Register for the Probate of Wills and granting Letters of Ad-ministration,in and for the County of Washington and Commonwealth of Pennsylvania: To ········~~fr~;~:l·~·~···~·~~·~·······~········~·········. Administratorof all and singular, the goods and chattels,rights and credi~~Nee 1 1JClJf1X~JXDi~which were of-.~.;~...~~...~.~~.~.~.~!~I.~..~~~.~a Fe11/ ........................................................................................late of the said County, deceased,with a copy of decease(fs will annexed,GREETING: Whereas,the said ~~J~f..'!~.~~.~.I.~/!iI.~~.~.~~.~}.!~~.~.~. ,Her l'f .d Her I W'll d T t .t .'t'·.ttL.•..••..••••.•..Z etmze,ma e ast 1 an es amen m wn mg, , I /~, which was duly proved on the ~.~.~.~.~day of-~~.~~A.D"19.7.1.having,whilst ~.~~.. lived,and at the time offf,§.r.decease,divers goods and chattels,rights and credits,within the said County,by means 'i.e/hereof the full disposition and power of gra,nti1'lg letters of administration thereof,is manifestly known to belong to me;Therefore desiring that the goods and chattels,rights and credits which were of the said deceased,1»~~~~~7l,1'1wy be 10ell and truly ad'i'ninistered,converted and disposed of according to the tenor and effect of the said deceased's will and according to law,I do hereby 'grallt unto you the sa.id .:tl~.:r.y.~y.~.!~~.~J...t••_~.g!!!.'!9.~._~.e..~.~:_,_ , ......__-_--_.___-_._-__-_..__..__.._-..___-.._-------------..--_--_-_---_----_-_--__ ___--------__----_.--__----._._------ ,.............-(in whose fidelity in this behalf I very much confide,)full power by the tenor of these presents,to administer'the goods,chattels,rights and credits ~~ ~which were of the said deceased,within the said County,as also to asll,collect levy,re- cover and receive the credits whatsoever of the said deceased,'which at the time of-J!~.:r..death we~e owing, or did in any way beleng to..~~.~...and to pay the debts in which the said deceased stood obliged,so far forth as the said goods and chattels,rights and credits will extend,according to theil'rate and order of law; especially of well and truly administering the goods and chattels,rights and credits ~itI~ xm;4.which were of the said deceased,according to the tenor and effect of said deceased's will,and according to law;and making a true and perfect inventory and conscionable appraisement thereof,and exhibiting the same into the Register's Office,at Washington,on or before the-_.day of-~.........•............ next,ensuing,and also a true and just account,calculation,and reckoning of your administration,upon your solemn 9.~.~Q to rende'r at the expiration of six months,or when legally thereunto re- quired;and I do by these presents ordain,constitute and depute you,the said _ . ..................................~~.r.y.~.Y...E:.!~~.~~.C.T.A. administratu.r of all and singular the goods and chattels,rights and credits,~,"~'M- lMii which,were of the said deceased,with it copy of said deceased's Will annexed,within -the limits afore- said;saving harmless and forever indemnifying me and all other officers against all persons.by reason of J10ur administration aforesaid,and saving all others their rights,&c. iJu mrstiuutug 114rrrof,I have hereunto set my hand and affixed the seal of said offia at Washington,the gJ.f?t!day of ~~.r::~_in the year of our Lord .......f· ''{\one thousand nine hundred and..S~.y.~m.!!y.9.~.~_... \'\\, ...........................:~.::~"",.,'.~'...,..Register. •"'-...-........./lo._'\ I '::.•' Iz:-::e=-< ~= . .. p. ; . I \ I, i Ii-.-t j I I I I \ •I .1 ,..... ....>.-' ". I .... .:~ .. .:, \\ .,.' .~. .. '..'...,;.".;"":.'~......\...'.,'..... ..''.. ...'.' '.......'.'...'.. .·:.ott· <::....~ .~....'.. ..;..'.' ... .......,.. ,.·.~ :i·I-,-.I · i : !'.i .\·i '.1,, , "I ----~3_7/~-13' Affibautt (@f iEntutnr (@r Abmtllt£ltratnr J ~tate nf 'euusyluauia } . Cltnuuty,nf lIas4iugtnu ss: Personally before me,the undersigned authority,a .....~~.~~~X ~.~~~.~~.in and f~r said >-~County and State,appeared '_.__.._ _~~_~Y.~Y._.f_~_._N~.~.~.__.__._._.__._.___who,being dulyc.;Jg~~t:;en sworn according to law,deposes and says that he'is the executor or administrator of the es- ;~,~tate of ~~J~--te.l¥~N~~t~.I.~L.~...~~J~·deceased,that the foregoing schedules constitute a .a;.-c.~L 1 F N 1g~:~:;complete.inventory and appraisement of the real and personal estate of ~.._~__.~..~_~__, -:;;.....deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite~;j §each it~m of real and pe~sonal estate ,in.the foregoing schedules are determined and stated by the~g z:t;lnderslgne.d to be the faIr v.alue of saId Items as of t2hdateofhe decedent's.~eath,based upon a ~ts ~Just appraIsement of each Item made by the above namej KOOx A~n rator.C.T.A. ""'~;$S d b 'bdbf th'10th ~;~~::5 worn an su scn e e ore me IS }"'"~=b 1 ~.-/'/./.P'//~~';~yofNovemer.,.a~7 ....~../.fd/..4.7...r'"..c..:>::s a ~(ry./-/7::?//AdministratorC.T.A • ...... ADDITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets.. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10;000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy 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 ~uueutnnt nub .Appraisemeut of the goods and chattels,rights and credits·which Lela F.Neel,a/k/a ..f h 1 were of ..Lela..F.e.ll..Neel late of .G.~.t.Y 9 l;1Q.q..Q,~g~~~,. Washington COunty,Pa.,taken and made in conformity with the above affidavit. DOLLARS / REALTY ALL that certain tract or parcel of land situate in the ~9,500.00 City of Monongahela,Washington C~unty,Pennsylvania,being I a part of Lots Nos.112 and 113 in McGrew's Addition to the Townl~of Williamsport (now the City of Monongahela),said plan being of record at Deed Book Vol.1 (2),pages 97-98, more particularly bounded and described as follows: BEGINNING at a point on the Northerly side of Jackson Street at C0rner of lot conveyed by Joseph A.Hoffmann, et UK.to E.D.Nee1 dated November 21,1904,and of record in the Recorder's ·Office at Deed Book Vol;314,page 403; thence along line of said land North 37°45'West a distance of 80 feet to a point;thence North 45°35'East a distance of 43.50 feet,more or less,to a point on line of land formerly of Elizabeth M.Collins Estate;thence along the latter South 37°45'East a distance'of 80 feet to a point on Jackson Street as aforesaid;thence along the sa~d Jackson Street South 45°35'West ·a distance of 41 feet, more or less,to a point,.the place of beginning. CENTS ) TOTAL INVENTORY AND APPRAISEMENT $9,500.00 .~.." ~~3 In~entoTy and Appraiseme~t '-. IN THE ESTATE OF., LEIA F.NEEL,a/k/a LELA.:FELL·········.·,··;················NEE1····················:.~, Filed';········,19 :. =E ::0 .l>rn::O (f)C)'C:r -.~')::::U;(0' 4-~ro~'l:::)r-;,-_::i :'1);"'~ ~c· <.;,--;''~.;'- ("")-;;;:~o .-......'_~--r--_ -0-'"'- ;PO.en C> .. ~ :!!:c::.l=;: ,'-.) "-0 :=X' i'""-J :......,,." ~t'<=r· -~, r'-~i~:."':i C:J'". Woodward and Bassi ....-5 ~?~/.~~/7 '...~.\. STATE OF PENNSYLVANIA, WASHINGTON COUNTY,}55: The within named Accountant being duly sworn according to law,deposes and say sthat the above account' as stated is true and correct as ~~~E.~verily believe. /S ' d b 'b d b f 'h'lO;thwornansuscne e ore me t IS . day of "NQy.~m1?~.~.. '..WAtlD.q C~RP.lIIGTOI1.i10TAny PUBUC CHARlEROI BDHDJ~i!.~if;Sf:i~:m:!COUNTY MY.COMfrlJSSlDN £Xli/PIS AUGliST is,1~)2 Washington County,ss:I do certify that I have given legal notice to all persons concerned of the filing of 'the within account in the manner ~~::::~b;i~e~yt~t~t~;~~.&~3.~~7J.~~l~~~:_.~.~.~.~.i~~nceby proofs day :~~ff;C,~I ..sea,.t~,s.~··~~7i ~~..Register of Wills 0 .....>::cd0d....::l '"::J-00<..> ~<..>M...<11Q) G ...l\j0....' ,0 »~:.....OM:.8 Q) :~til >::...:0 til 0 N..... ><CIS .....,'f;i1 l:Q <11 0''0:;"'0 \ s::C-...CIS ~'Q).....en"M "'0Q)~~,P::CIS~~00~ '\ • /.t.;'\ ........=:soo Q).<::..... o..... r"!,..,~L ,).u; -~~,....,..~.....~) i -.Ii'!.. ..~..Irtc'-'4";-_1;::.f' ,~t '......, ~,,J / / 'I r !4~!UO.nq!J~s!P JadoJd aU!LUJa~ap O~pa~sanbaJ AllnlpadsaJ S!~Jn0J a41. .-----~. ..»~ --------.;:...---~----------------------~.e--. --... "l1-· ,.,..' THE FIRST AND FINAL ACCOUNT OF HARVEY F..NEEL,ADMINISTRATOR CTA OF THE IAST WILL AND TESTAMENT OF LEIA F ..NEEL,A/KIA ,, LEIA FELLNEEL,DECEASED,LATE OF THE CITY OF MONONGAHELA,WASHINGTON COUNTY,PENNSYLVANIA .. Principal Personalty Income Personalty Principa1'Rea1ty Income Realty $9,391..17 None None 200.00 Total Assets of Estate $9,591.17 Less Credits Claimed 4,221.50 I Net Balance for Distribution $5,369.67 ., PRINCIPAL PERSONALTY The Accountant charges himself with Principal Personalty as follows: Per Inventory and Appraisement Per real estate sold and converted into cash and transferred from Principal Realty Total INCOME PERSONALTY None $9,391.17 $9,391.17 The Accountant charges himself with Income Personalty as follows: None The Accountant ~r~dits himself out of the assets of said Estate as follows:. . 1971 June 21 Russell Marino,Register Probate of will and short certificate $17.00 July Aug. Nov. 24 24 1 1 3 28 4 27 18 18 18 18 Washington County Reports Daily Republican Frye Funeral Home National Ambulance Service F.J.Buckley Agency Russell Marino,Register Quinet Monument Co. Russell Marino,Agent Notary Public Jack B.Nee1,Son Woodward and Bassi , Russell Mari~o,Register Legal advertisement Legal advertisement Funeral expenses Ambulance Administrator's bond Short certificate Marker Inheritance tax paid on account o£:estate liability Notarizations Family exemption "Attorneys'fee Filing inventory,first and final account,etc. 14.00 12.50 1,347.00 25.00 60.0C l.OC 225.0C 513.0C 10.0C 1,500.0C 475.0C 22.0C $4.22l.5( ..."Ii PRINCIPAL REALTY The Accountant charges h~se1f with Principal Realty as follows: Per Inventory and Appraisement Per real estate sold and converted into cash $9,500.00 Less expenses of sale: Taxes $87.83 Deed prep- aration 21.00 108.83 Net proceeds transferred to Principal Realty $9,391.17 INCOME REALTY $9,500.00 The Accountant charges himself with Income Realty as follows: .. Rent f $200.00 \.THE DAILY H'ERALD MONONGAHELA,PA....•It."-, PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16.1929 P.L.1784.Sec.3. paragraphs (3)and (25l. County of Washington Iss: State of Pennsylvania Personally appeared before me,a Notary Public in and for said county and state. M.;r:.~~:F.P.~$.~.P,t;i,.s.,who,being duly sworn,deposes and says:that...she.....is the .lJ.9.9~~~pe.:r.of The Monongahela Publishing Co.,a Pennsylvania corpora- tion,and its agent in this behalf:that the said company is the publisher of The Daily Republican,published daily except Saturday and Sunday,having its place of business at Monongahela,Washington County,Pennsylvania;that the said Daily Republican was established in the year of 1846;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 newspaper in its regular issues on.the following dates: r<~------Ee''>ATE NOTICE Letters of.administration eTAontheestateALelaF.Neel aik'/aLelaFellNeellateotCity'ot MO- nongahela,yrashington County,de.cea~ed,havmg been granted by the I RegIster of Washington County·,notice Is hereby given to all per:~ons in?elited to said estate to make,im":!ediate.payment,.and to thoSfhavmgclaimsagainstthesameUpresentthemwithoutdelaytoHarveyF.Neel,. Administrator C.T.A. 73 Naser Avenue..Washington,PennsylvaniaWoodwardandBassiAtorneys701McKeanAvenue'Charleroi,Pennsylvania'.:Tune 28;JlI1y 3.12,1971 Neel. C,REID DOUGHERTY,Notary Public IMONONGAHELA,WASHINGTON CO.,PI\, ~""__Q..JMY Commission exp.ire~July 29l~1972/.."""'..,.l!"""'''''loIl:"~~ ·~~~?~.'-~~Jy....3.~.ng l.2.L..l97.1 . ~p.!:i:I:NJ;§rg~1'.Q~LQ.~.'r.!A~NQr.J.G.E.L.Es_t.ate Qf L.ela_F.N.e.e.~,-a/k/a Lela Fell that the affiant or the corporation in behalf of which ~.~~is acting is not inter- ested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to th~~.~a.~.~~~~.~~~~ ribed re me this r _ Washington County Reports, Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR'ASSOCIATION) PROOF OF PUBLICATION In compliance with nhe Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.S,paragraphs (S)and (25). COUNTY OF WASHINGTON}88. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiaJI.legal periodical for said Washing-ton County,published weekly hav,ing 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 March 31,1920,and was designated as the official legal publication for Washington 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: ................~..~..!..y .L"?."J..2.1 J.9..1.I .. Estate Notices The Register of WiHs 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. •• ••••••• ••• •• •• • NEEL.LELA F.,ra/k/a LELA FELL NEEL,Dee:d.,~I 't 'Late of City of Monongahela,·Wash-ington County,Penna.I'.Administrator C.T.A.:1Harvey ,F.Nee!.73 Naser Avenue,,Washington,-Pa,-.>'j ~- , Attorneys:Woodward 'and Bassi,701McKeanAvenue,Charleroi,Pa.,,'• /' " that the affiant or ,the corporation in behalf of which he is acting is not interested in the suhject matter of said notice or advertising and that all of the ::g=~of thi<""idam "to th,~md """,,'"a:?PUbl~ Sw=to >nd _odbod ".,,,:.--z::~.~--=------;,'c:--."r f'f'; JS t-h J 1 11 -'~r "-,I"",,:",/~~ ..........!r day of ..l:L..Y.,19 ~"-':"'.~;-"-~Y~........,--;r; .....I¥'......'N~t~rri P~bl~'":'r"\,,::~.' JOSEPHINE T.SCIAMANNA r' Notary Public,Washington,Washington Co. My Commission Expires July I,1974 •In the matter of the Audit of Account in Estate ox..t__L_E_LA__F~.,_N.;;;;E..;.E.;;L;;..:,~a~,/:..'k~/.;;;a;......_~_/ LELA FELL NEEL TO THE AUDITING JUDGiD: No.,_~....933 "' of 19--21,A.A. 20th Enter·o_u_r_.__--appearance for .',. Harvey F~Neel,Admjnjstrator eTA. WOODWARD AND BASSI March____day of..... f I I,I, I 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. ';."Council suggesting proper distribution shall.file a separate concise state- ."':',".ment in that regard....:1 !;.'....~ !',.;. ....~...,: j'~~,- I • • '~;. ,", '.,." ,.,. :-:;"L-~~_.~_...__.... t.Cl ..:;j- 0 0?-< 2:-1 a..--1 :c 0.:::;...C>~~: _... <>,a....".,.-c....) (:1 ""'-l.A- 0 ~ I 1 1 C"Y">_I ,~0,_,'-~- 'L~'!..LJ Li.J (.: ~U)I-Z,::::l (I)-_I U)- ~-:J:: -~.......:::>0 U) Lt-<'-!0:::W «r--c-5... I.' Testate Form PETITION SU R AU DIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY J .LELA F.NEEL,a/k/a LELAEstateof·. FELL NEEL._----_-_.._- _-__.._----_--_--_-_--_..__. Deceased 633 of 1971No ,. Fiduciary..~~.:~.~..f ..~.~~.~~.l.'-: .~~~~~~.E?~;J;".?~.9.~...g.~J.~A .•................................ Date of .--Date of ..June 3,1971 .June 21,1971Decedent's death Grant of Letters . This is the r.i:-.~~.~~~~~.~.~~.1 account filed in this estate If there have .been former accounts filed in'this estate,listfile number or number and term ~~~~-... ......._ _--..-.___.__.___---.-_.._.__._._-__-_..___----_.-.._--- -__.-_- -___._---__ _. ~Iection to take Under ~ill.(cross out one) Date Election Place of; Filed Record :. ...None·,Name of surVIving spouse :_ List issue,where material: Harvey F.Nee1 Jack B./;~Nee1 -, .,'~.1. Did decedent marry after execution of will?(indicate)~No.Any children born after execution of will?(indicate) ~No.If answer yes,name them . - - ---_._- -_-_---_ _-_.._ _ _.._-_- -. Fiduciary,if deceased or not sui jurisLeg,atees Harvey F.Neel~~ jack B.Nee1 ,, Relationship Son Son Interest $3,000.PO specific bequest;1/2 residue 1/2 residue -. Sui juris Sui juris List,if exceptions to above: None'· If partial intestacy,give facts: None Adeemed:Revoked:Lapsed:Abated: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.xbm.x If any,exception give cause:..............•.NQ,n~". File copy of Notice ._.,• , and da~e of mailing f.~.1?!~~E.Y.!§.t ~~.?~. .' Is estate subject to the filing of a Federal Estate Tax Return?N.9.. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.5.3.Q.•40'.'..,. ($513.00 on estate liability;$17.40 on individual liability o~Jack B.Nee1) If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant N.9.n.~. 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 parts 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: None Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize 'any additional credits not shown by account: Total additional credits (Subtract) Balance for·distribution $.....None-----___--. $~~!.l.~. $~.!..~.~?:.~.?. $?.!.}~~.:.~.?. If balance for distribution is not in cash,list each item held in kind,giving appra.ised Value (or distribution Value); ~........, Cash $5,369.67 If Family Exemption claimed by Petition,giv~place of Record:~~.~!:. If F '1 E t"I'd t d"I t'h'db'f CI'.Jack ':B~.Neel SonamiyxempIonIScalmeaauIt,give name,re a Ions Ip an aSls or alm "..-"~~:.-'--. List any advancement or distribution on account that has been made,and nature and amount of same: ., Harv.ey Er.;eNeel Harvey E:;uliJeel Jack B.Neel $3,000.;)02,500.00 2,500.00 (Specific bequest) (Advance on legacy) (Advance on legacy) 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: Harvey RoeNeel Jack B.Neel $3,000.00 specific bequest;one-half of residue One-half of residue COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~~~.~~doth depose and say that the facts set forth in the foregoing petition are true to the best oL .his knowledge and belief. ..~.W9.~~to and subscribed before .me th;,..J().l=.Il day of...IIQy".I)II>.e.'-19!7- Signature of Offi~.~~ Title of Officer N9.t~.~y FMP.l.i~--. .\~~llD~C~ItR~I~~:ml:}~~~~'~:r~,U~~\~lm Office expl res.··········cii~R(tRlirim\to~~~~~~.·"i;UGUS~\9·:\"\iir············ lAY C01lmlSSmll "".. And your petitioner will ever pray,etc. ..............................................................................................................', ~=I I j"""'/" t:-'.'"1)I ~Ir-,k""1 .~ ..-..} ,10 ] ~.. 633 of 1971 No. Estate of ~.~f..!~~~"~L.~!.fi!:;. LElA FELL NEEL Deceased '72 JUN !1 pH·1,II 46 ., ":'r'. Fiduciary....li~.~y.~y...F.Nee1.................". Administrator C.T.A................................................................................-_..... PETITION SUR'AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conform ity with Court Rules adopted effective December 3,1951,being rule No.9:pa rag raph b-c;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 case 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. Woodward and Bassi Attorney ~2 RUS(~C l '[~\;..0:,.:71 I~I 0vL,...,l.'~~\"\\1 r:lcGIS ....ER (.v'~·,.lILLc:.t,L..,•I vI N.'" WASHINGTON'0.0:.PA..1.';• \ ,,0,.,........,. I'.' ,I h" ;f.i ,..... I! i .'.".,.:- ":',',, ;.l..",,:,,:.'."," •••' I "-'-'. ..'' iiI, I' I: t· :.~i .·:..of the above-named decedent has been filed.in the Register of .'Wills ,;~ffice'in.and for'the'Co~ty of Washington,Pennsylvania, I .'I·....'.;.''.'~'.',:.... . on .:·Febru~ry 2,1972.';:;1 .). I ' . I .- ,i .You are further notified that final 'audit of s~id account ", I;II: ,~.-, :j :will be made'on .Monday ,March 2!L,19 72 ,at 1:30 ! I, I I ! ". ,t•• 'I ' I'..:'~..'1 'i ~ 0'clock .!-.;.M.in the Orphan~Courtroom on the third floor of ".the Washington County Courthouse,Washington,Pennsylvania,at "'.i ' ,,.';.";.. .~...: ..which time.:you are entitled .to :appear and be heard if you so .,'.desire :.:t!;'~;~·;l't:::·,::·.'·:>,'::;:.:"':'";,<.;;....: . . .:'.:.,::;;·),:'1><:);',,~::.~~':,.,'.:,'...':.,;",',.' :.(.1...,..1.·..':.':'......,"<".:'.:.,'.'.'••'"..<.WOODWARD AND BASS I Dat~:::,;(.;:·T······.I::;':·:·'::···<·:··;·~·:·:":·'·.\,::;>···.\··:.::.';":"'.::,(..,..:::.... Feprua'ry::;'lq:';'::'1972:;<':).:"'-:'.:.".,",.,<,:.,:.''by'lsi Melvin B.Bassi ,'.!:'..•.,,:[,J.,i'i;C·.'::.'",.,..'.•'.',,Attorney~.fo,r:state ":,:;>L·:~:\<.'.,:...,·'·'.·n.::'·'·:.:.;.::.i ". '.10',e ,',' I!~II,II " !'Iil I ;Ii; Il<_~';' "S"i !--lf"'J _0._ r' r-;-i r--:",,-,,",y .~ v, "'-...,. J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PA.·· ORPHANS'COURT DNISION LELA F.NEEL,a/k/a ,r, ," I e INRE: Estate of LELA BELL NEEL, :!:z Deceased.<I:>..J>-UlZZIIIII. ZoI-~i BEFORE: UI<I:~ ( ) ( ) (No.633 of 1971 ) ( ) .( HEARING ON AUDIT The Honorable P.VINCENT MARINO,Judge of the said Court. attorneys are Woodward &Bassi.Mr.Bassi? Number 633 of 1971,the estate of Lela F.Neel WOODWARD &BASSI,Esqs.,of Charleroi,Pa., representing the Accountant~ Monday,March 20,1972,at 1:30 P.M.,EST The Administrator CTA is Harvey F.Neel and thedeceased. TIME: ~uit~APPEARANCES:Q ..J<I:UQ :J., %.."N ui0:IIII-0:oLIIIII:~THE COURT: :JoU ..J<I:Uii:ILo MR.BASSI:If Your Honor please,there are no complications in this es tate.I believe all of the papers are in order.The Invent(ry and Appraisement lists as realty certain;:pr:emises that 1arE!C:situat~ in the City of Monongahela aoo wbich are more particularly descril::ed. I am not sure that that is a fair representation of the status cf that realtv becam:;p it wa~.to an Artir.le of A IPnt ::It thp rlat ------------------------------..-------- 2 of death of the decedent,and the Executor of the estate simply performed that Article of Agreement py the execution of a deed pursuant to the terms of that article.In any case,the realty was sold and converted into cash.All debts were paid therefrom.It was the only asset in the estate and there now remains a cash ::::z <t>..I~. Z ZIIIlL distribution for balance among the two heirs.There is a specific devise of $3,ODD,.DO·to Harvey F.Neel,plus one-half of the residu~, and one-half of the residue to Jack B.Neel,the other son. ie THE COUliT: Clz ~MR.BASSI:<t:= You do have some res idue? Oh,yes,Your Honor. ~THE COURT:So tha t distribution may be made in accordance lI:I-UI o with the terms of the Will. ..I<t~o MR.BASSI:Yes,Your Honor. :l... I:5 THE COURT:Is there anyone else in Court interested in this the Court. decedent's estate? ui II:IIIl-ll:olLIII lI: l-ll: :l8 THE COURT: ..I<t1) iLII.o (NO RESPONSE) The audit of this account is ordered closed by (AUDIT CL OSED ) ?• -. I hereby certify that the proceedings and evidence are The foregoing record of the proceedings upon the the above cause,and that this copy is a correct transcript of the same. ~U lr.. Ulo ..J«U o:J., %.."N :!z«~contained fully and accurately in the notes taken by me on the hearing of >-UlZ Z IIIII. io..Clz:rUl«~. " J.Iv ( ~hearing of the above cause is hereby approved and directed to be filed......II:oII.11/II:..II::JoU ..J«Uii: II.o ',' .":6 ..' " :v, y' '- .:;:: en r:;; " y' " .' .':..D ••J>, ..' r ~, ", .~ '" ~".~ ~t..",'1" I':..,e.. I, { .\;- 'f ,~ ./; ii, ;.-\. $, j ~tt t4t'<!tam af ·<!tammntt 'ltUli af IhtlilJingtntt ~auttty, 'tttttsyittuttiu,~rp4utts f <!tam iittistntt ESTATE OF No.--~637-"'-I7'-dol ........~63:r.:3r------''------ Lela F.Nepl a/k/a In the matter of the__-JF,,-'''-or&.:.os~t_8nud....-,,-F"";.&.In,Q8 ...J Lel B Fell NAel, 'd'eceased. Account of__...J:Hl.ia;l.,JI'~'~Te~Y?l-J;:.F'.....-J.lIN.t::e~fl.,j'10.----- Administrator eTA. $5,)69.67 ADJUDICATION AND DECREE Balance per account _ SCHEDULE OF DISTRIBUTION /r~~2 -=A~i:I§>~June 4Y ,19---.12:..,this matter came on for hearing, audit and distribution atthis session and testimony taken;and thereupon,upo'n due cons i deration thereof of the balance for distribution in the hands of the Accountant is determined to be $5,369 .6 7':and the a~count 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 disribution hereto attached and made part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg.". Balance _$5,369 .67 Deduct Clerk's Costs &Rece,ipts _ Attorney 1AlIlLr.uO.uOLUdUA'WH;al...£I'~d.I.__L&~Bo;8I;i...:o;.S~s.l.i----.:._ Harvey F.Ne~l and Maria Neel,his wife,as tenants by entireties,demonstrative legacy, credit to be taken by the accountants for funds in the amount of $3000.00 advanced prior to distribution by the Court,.3000.00 2,349.67 Harvey F.Neel,son,1/2 residue,cash,credit to be taken by the accountant for funds advanced prior to distribution by the Court but not in excess of,1174.83 Jack B.Neel,son,1/2 residue,cash,credit to be taken by ,the accountant for funds advanced prior to distribution by the Court,but not in exce~s o.~,1174.84 No balance r ..:. r ,' ,f N L.O--..... -,",.,>_. 0 ~ -to.>. m n ::J Z III n 9 0' 0 ':t-=.c.....::J,(I)' t:Y (I)..... ....0 0 3 t"\ -to.-to.0 ~ ........ ~ (I)., 0 := -to. (f)<'1 .... 0 -'0- ::r ~>:-' ~ (I) .":~:C>& 0 ~'.::'." C ~-1- :;..1 ~ •0'::t ~-:- '..,' 0'(.:;; ~ •..J :;) ~ CC L'.1 '1'"(r-::~ r -- 9,5 J C.0 a 91 5 09 .C:J 5 305.58 1 5 3 .90 3.a 00.0 a :2/9 5 9.4 e 5 1 2)'J 5 9 .It 8 T Form RCC-33 RESIDENT DECEDENT 6.3-1/-b 3 3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON j 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'.)'. and sayS ..........LEIA.....;.~;~=.:/~/:.~;,:;~;.:~L ......m:..r:....l......}=OF (State full name of decedent) Washington ADMINISTRATOR C.T.A.Late of County Pennsylvaniastateof } . Washington ss:County of . ....~~.~y~.y ¥..~N~.~..!.......,. Administrator CTA of the estate of the above-named decedent being duly sworn.deposeS .. Decedent dJed J..~~~~~.th.)~.;;;;.)19..(.y~}-.:..{~aYing a la.t will.copy·of which ia hereto attached.} Name and addre••of attorney or}~.~~~~~..~.~~~.~~.~.~.~.~.!'.~.~.~.~.:t=..~.~..:r..~~~~.~~.. :~::r a~~t::rri:ee.dp:::::::n::;~;=~:]OJ.~~K~~~.~y~.~~~,.Gh.~F!.~E9.~,~~.~~.~.y..!y.~~~.~.' mailed.1 Ad . .t t C/T.A.That as such .....JP:!-.Q.!-.§.....~.~.....9..~....deponent is familiar with the affairs of said estate and the property con- (I';x"""tor-Arlministrator) Rtituting 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 INSTITUTIONINWHICHDECEDENTRENTEDASAFEDEPOSITBOX None 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 ~temized under Schedules of this return,with the exception of the following,for the reasons hereinafter set f9r th: That Sc.hedule A attached'hereto and made part hereof sets forth full v 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 intrust'for any other person or persons giving also separately the accrued interest thereon,if any,d!'wn 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-otner 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 polit~cal subdivis!on thereof,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,leftbydecedent,together with the fairly estimated market value thereof;all bonds and mortga~es held by decedent and of all claims due and owing decedent dt 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 b~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 policl'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 the.r.;eon and unpaid as of the date of de.ath,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. • ,'!'" 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 th~reof 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 b\,siness. 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;JUsiness 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 d~ath.. The Schedule C attached hereto and made part hereof sets forth a t~ue answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two yeal's.of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or 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.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 ~o the schedule a cony of the deed,trust agreement or other instrument creating the trust.TherR is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue'of the exercise by decedent,either individually,or jointly with another,or any power of app~int ment vested in decedent,either individually or jointly,by the·will,deed,or other instrument of another, with a copy of the..instrument c.reating.such power attached to the schedule. That Schedule D attached hereto and made part hereof ~et!!i f~rth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,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,and the relationship of such issue to the beneficiary. That Schedule E attached hereto ,and made a part hereof.sets forth a~l p'roperty,real and per- sonal,owned by the decedent jointly.with another or others,including intangi.bfe"·.s tanding in the name of the decedent and others,plus the date and place of record of instrument~'eff~cting the vesti·ture 'of real estate and the date of acquisition of personalty,plus the name"addre!?s .a!ld-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 exe~ption,where applicable;costs of administration of this estate;counsel fees and rUdiciary'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 unpaid 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 there'witho 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.Q.~.h day,of N.9..Y~~p.~.~19 ..7.J.. ~.........~....."~"5t: Notary PUb~\fnucVI~ND~C~RRm~~ON,~rl~~~~~\nHcoUliH .C"~RlUlOl ~ORG~:.t\;,~..."....,~~\9 1011 NOTE:Befo~l GBl@\\~~El~·~J~~Ur t rr:ake sure all blank spaces in the affidavit and schedules annexed are filled in with details o~the word "None",and in case the assets include rare and unlisted securities, s~c~rities of close or family corporations or an interest irr any co-partnership or business,that the data and statements required 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-34 (Hi4) C~MMON'\yEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "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 with 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 "Fit and must not be deducted from this schedule. ALL that certain tract or parcel of land situate'in the City of Monongahela,Wash- ington County,Pennsylvania,being a part of Lots Nos.112 and 113 in McGrew's Add- ition to the Town of Williamsport (now the City of Monongahela),said plan being of record at Deed Book Vol.1 (2),pages 97-98 more particularly bounded and described as follows: B~GINNING at a point on the Northerly side of Jackson Street at corner of lot conveyed oy Joseph A.Hoffmann,et ux.to E.D.Nee1 dated November 21,1904,and of record in the Recorder's Office at Deed Book Vol. 314,page 403;thence along line of said land North 37°45'West a distance of 80 feet to a poi~t;thence 45°35'East a dist~nce of 43.50 feet,more or less,to a point on line of land formerly of Elizabeth M.Co11ins Estate;thence along the latter South 37°45'East a distance of 80 feet to a point on Jackson Street as aforesaid; thence along the said Jackson Street South 45°35'West a distance of 41 feet,more or less,to a point,the place of beginning (See Deed Book Vol.401,page 171) Having erected thereon a dwelling known as 504 Jackson Street,Monongahela, Pennsylvania. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE $'9,500.00 (3\ DEPARTMENT VALUATION CAUTION (Do not write In th Is space) 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. RC,C-35 COMMONWEALTH OF PENNSYLVANIA .,TRA.i~SFER lNHERlTANCE TA.X RESIDENT DECEDENT SCHEDULE "D" PERSONAL PROPERTY •~.',,'~ "' INSTRUCTIONS:This Schedule must disclose all tangible andintangibie 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 80nds 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 ceJ·tificates,cash on hand and in bank, stocks,mortgages,notes,together with a~crued 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 None \ .,: i.•I, I~" :~,l ,I 'j '. UNIT VALUE ESTIMATED MARKEt 'VALUE None i ' II'I I ,, DEPARTMENT VALUATION (Do not write in this space) Insert this total opposite "Personal Proper~y",Schedule "8"in the "As Reported"column on the last page of this return. .~", :(.,.~,.'I ,<tI'. ,.;l • RCC-36 "Cl)MM-ONWEALTH Ol~]:lENNSYIJVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRANSFEftS (1)Did decedent,within two years ofdeath,make any transfer of any material part of his estate,without. receiving a valuable and adequate consideration therefor?(Answer yes or no)JS[o (2)Did decedent,wi thin 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 heal th 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 propert:!without receiving a valuable or adequate consideration therefor which was to take effect in posSeSSif).(1 or enj oyment 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)_ (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)No (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 prolnise to pay income to or for the benefit of care of transferor?(Answer yes or no)~N~o~~_ (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 whi~cOllld revert to decedent under terms of transfer or by operation of law?(Answer yes or no)0 . (9)If the answer to (8)above is in the affirmative,was ·the power to al tel',amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supportert 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,with 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 None MARKET VALUE (Estimated) None DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. None SCHEDULE "E" JOINTLY OWNED PROPERTY CCMMONWEALTH Of PENNSYLVANIA rHANSFER INHERITANCE TAX RESIDENT DECEDENT .~i~• ReC-38 INSTRllCTIONS:This schedule must d.isclose 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,Name I unit percentage Estate Address and Relationship of Co-Owners,and Place Value Share Valuation of Record of Instrument,where Real Estate.,I DEPARTMENT VALUATION CAUTION~Do not Write In This Space. Value of Value of Entire Decedent's Savings account at Western Pennsylvania National,Bank (Monongahela office)in names of Lela F.Neel or Jack B.Neel as , joint tenants $611.16 1/2 $305.58 ~3 oS',f;"? Checking account at Western Pennsyl- vania National Bank in names of Lela F.Neel or Jack B.Neel as joint tenants $307.80 ALL that certain parcel of land situate in the Second Ward of the City of Monongahela,Washington County, Pennsylvania,known and designated as a part of Lot No.113 in McGrews Plan of Lots Additional to Monongahela 'City.$6,000.00 ~ 3,000.00 ~/~ Upon which there is erected a two- story frame dwelling house. (See Deed Book Vol.1198,page 64) Insert this total opposite "Jointly Owned Property",Schedule ,"E" in the "As Reported"column on the last page of this return.$3 459 48,.'WI3,'/.)"7,ifr OK;;{;,iJ 'RtC-37 (12-6'3)'..,... COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" ,BENEFICIARIES I ", e ...RELATIONSHIPBENEFICIARIESANDADDRESSES(If step-children or SURVIVED DATE ,INTEREST OFStatefullnamesandaddressesof-all who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or ,other are involved,set,STATE YES \IN ESTATE wise,in estate)forUI this fact.)OR NO BIRTH Neel .Sui M $3,000;00 'specificHarveyF..Son Yes juris, 73 Naser Avenue bequest;1/2 residu Washington,Pennsyl:vania ;I Jack B.Neel'Son Yes Sui iuris 1'/2 residue, 1 506 Jackson Street Monongahela,Pennsylvania ,I ; I ,, I I , I t• , • I · -, ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE, None , I, ;, j , I j \/ REPORT AND APPRAISAL ~IATTER OF THE APPRAISEMENT Late of ....c:~t:y of Monongahela.,;. LEIA.F.ELL..NEE.L.,...~Jkl.a.LELA...F •..NEEL Deceased 'C-t ~"'d ::0(b (b:0 ll>..,e:...:..,.::s til0'::S ~::s "'d:(b e:.....,.:rt ;;1 0,I-' "'d?6~......: I .g ~'::r (b,CD ...'"":1-''<::0.. "0:t1·:0,':0 :CD :t1:rt ~ ..V)c:~II ,,-~>.i-..:: .::0tf)W~~><n ::r-g..g..P'".. .'.~: -r5 catxr::'---.-~~~-EI9 ....... W :\0 >, .til "":V;p.z :z ~::0....... l,J1 0 :0 0 ~.....~;:J :::s 0 Q- •:CD:CD·8";po.0",90 :0.:::: 0.., 0tiltil..., ll>><ll>cr"'(;) ~til'""ll>'""(b (Executor-Administrator must complete "As R~por;ted"column #1.) ~~ :1-'::N, ~: !~':. :~:00 .Year . wC!:~1:1.:i·.Ilgt:9.~ ESTATE OF OF THE 'tld "00 NOJ..:JN1fiS'\"A1 S-/lIlA .~0 ·~.L~!.L Si;)J /1 (;N!'.2!'::U -I .):1 SS'nti CommoO\\'ealth of Pennsylvania County of IN THE :Vdill""~No,..'\.mlmstration ~ -EI9-E19~-EI9-fP.-E196E-I'd {';~~..I L'!.f 'Ie nUN 4 <!",'.c.~".~~IIf9n,J ff ~.""\J~..,lli ••~ff ','-:~: :~: ~:::& .~ ().)'): ~ .~ :~.~ ~("\>'~'"00D·~....... .r::l'V:a 3-:0 5':r.:q c...- '. ,.f or ANIA .:\L3-!7;(L33 0""""'''"ow,o"jFc-m RC C·1O'ti-~',.~, .J OFFICE OF...THE STATEMENT OF DEBTS THE SUM OF ............3.~..2.1.uu} REGIS~F.R OF WILLS AND DEDUCTIONS OAnC;jtihf:i;!:;£7t-OF Washington COUNTY AND AGENT OF THE COMMONWEALTH Register of Will••Ag.~. LeTa Fell Neel,a/k/a City of MonongahelaESTATEOFLelaF,Neel LATE OF DATE OF FILING APPRAISEMENT DATS OF DEATH June 3,1971 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHS:~ 1971 June 21 Russell Marino,Register Probate of will &short cell .$17.bo 24 Washington County Reports Advertising estate 14.bo ?!J.Dailv Republican Advertising estate 12.r>0 Julv 1 Frve Funeral Home Funeral expenses ,1,347.DO 1 National Ambulance Service Ambulance 25.PO 3 F.J.Buckley Agency Administrator's bond 60.POI 28 Russell Marino,Register Short certificate 1.PO Aug.4 Quinet Mopument Co.Marker 225.PO Nov lR Notarv Public Notarizations 10.PO 18 woodward and Bassi Attorneys'fee 475.00 I I Fll~~g ~nventorYt f~rst &1 18 Russell Marino,Register f~na account,e c.22.00 18 Woodward and Bassi Deed ~reparat~on &notary 21.00resaeofhouse 18 Tax Collector }~71 re)l estate taxes 7 moso 87.83 18 Jack B.Neel,Son Family exemption 1,500.~O -QA .JA •-J.___r KJ .".,}/~.J ~~~'iA>1 ~(f/d{)JII ~..."....V,,",VJ _ " .- TOTAL -+f3:8l7.33) COMMONWEALTH OF PENNSYLV '-- .' SWORN AND llUBSCRI8ED BEFORE ME THIS 10th DAY 01" ~~~~~1LUJ:;tA........~d~~-44';:}~j COUNTY OF Washington I,H.q,.."eu F.Neelr- -----HEREBY CERTIFY,THAT.TO THE BEaT OF MY KNOWL!:DGE AND BELIEF,TH!:FOREGOI,NG IS A JUST AND TRU E erATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSU OF A DillI N ISTRATION SUBMITTED TO THE ESTATE OF _~.&l:!a:.........r;~e....l!=..<!::.~.l::::e~e~l~ra:!:.L.Jk¥-.zrz.~e::..::l~a:ri=~.9ECEASED.AS DEDUCTIONli FOR INHERITANCE TAX PURPOSES.Nee ~ (L.5.1 ,. ....\\ }\\". r \.'., \ '-.....• • I ,,' .1.J '\jd "08 l'IO,F.~N\t\S\1I;\ Slllh\jO )13}.S\t)3'J·'.• ON \t\\j 'l(:'\1-:\t;:"Sr:B ,- I at (\46 ,Ii t 1Iml \L, Cf\\.-.~,.~,\\,)U -.il t·-~ ~,.•I•" • . I .'",\,'..:'/.'" o ,...I ~ Ree-51 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT HARVEY F.NEEL ~Administrator)C.T.A. IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-182-2 J In Re:Estate of L_E_L_A_F_._NEEL a:.-/k__/_a -.:..-_ WASHINGTON County -Fi Ie No._63_-_7_1_-6_3_3~_ Dear Mr N 1•ee, You are hereby notified that the ..::::o~rJ.=:J·gQ:lna::::'=1~~_ appraisement in the estate of ---"LE=LA"'-'--""-F~._=NE""'F.""'T~!_0 _ has been filed in the office of the Register of Wills of t'IASHIIDTON County on December 6 ,19R,Soid appraisement reflects the following valuations: Real Estate 9L;,L..<5~O::.::O~.-=OO~_ Personal Property _ T ransfers _ J ointly Owned ~3l.:.,4:!..:5~9~;~4=8 _ Tota I =12.::..;,~9~5....!..9~.4~8=___ 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 nine (9)months (fifteen months when death occurred from December 22,1965 t~June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)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 __...::D~e:!..!c~en:!!!.!..!::b~ec=..r~6~,~1",,-97LL.1,,----__ J<:DATE OF DEA'lH:June 3,1971 Note:This is not a bill. Si gned ~F±.!!RA:2;N~C~F.S~.=!LEO~~_ Title -'C>lAHl..<!IE~F~Au.PuPI...ARA~I,!,lSaER~_ ~. RCC-39 (5-661 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of__NEE__1_",LE_I_.A._--=-F.=..........::a~/~k~al-/DATE OF DEATH.f6:3)!!~-!../-7-l.]__FILE NO.63-71-63.3 (Last Name)(First Name)'(Initial)"-' REPORT OF INHERITANCE TAX:APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_\;.:;rlAS=~H:::::I=-=N.:::G-=T~O:.:cN~_ 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:D_e_ce_m.,....b_e_r_6...::,_1...:.97..:..-1__ INHERITANCE TAX APPRAISER 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 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 VALUE AS REAPPRAISED $.,....-------+-- FOR USE OF REGISTER ONLY Tax on $+-__ Tax on $---------4--'-__\. Tax on $---------+--- Tax on $10% Tax on $15% Exemptions * Total Estate ---4__ "TOTAL TAX COMPUTATION OF TAX $---------4-- $---------4-- $---------4-- $--------+--- $-------+-- $1...---'-- i.,. (*)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 :::::::::==t=::::.=' BALANCE OF INHERITANCE TAX DUE $-------IL." Add interest at rate of 6%from .!:l!_____to $....,......----- AMOUNT OF ESTATE TAX ASSESSED $----"-----1L- Estate tax paid $----Jl--" BALANCE DUE $~---ll- Add interest at rate of 6%from t= -----_t<o-----$--------l TOTAL TAX BALANCE $-------l 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. \.' ·1 :~~inistration !No . IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF ...LELA.F...N.m a/k/a . Deceased· Late of MONQNGAHEl.A.. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL /. i. .. /j. ~'onn ~CC-2 "--rPEPART~T 9F REVENUE -~~ BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH~OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT Whereas,LELA F.NEEL a/k/a late of ,MONONGAHELA..................................................... in the County of WASHINGTON Commonwealth of Pennsylvania,having died on the t..hi.r..d day of J~e:19 .7l seized ~nd possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;' Therefore,I,..,f.BAN9~~Q ,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 Allet REALTY: SEE COPY OF SCHEDULE IlAIl ATTACHED TO APPRAISEMENT •T'l".J:.fRT.n • Unit Veluei $ Apprelsement Made for Inheritance Tax Purposes o ~nn hn I SEE COPY OF SCHEDULE "E"ATTACHED TO APPRAISEMENr total 3.459 12,959 48 48 form~;V~~h bl:':::~~W~;~JJd:n;~r·~a~o~m:~:~c~7~":~?:~~t.is?:;~el~~?: .I ~rn~ ...................................··························(·N~~·····~··~d···St~~·~·~·)...... .................................1...,Penna. Ie,",..~'l WAS HnmTON Coullty .RESIDENT INHERITANCE TA,X .A,PPRMSEMENT Estate of ,LELA F.·NEEL a/k/a.:. Deceased. Late of MONONGAHELA pate of Death,6~3~7L ·. Appr;aisemel!t Docket Vol.,.,3EL . Page,1S2~2 :No 63~71~.633 . Filed in Register's 0 ffice,.P.~.c.6 .19...7l.. Amount of tax due,$. :DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut t1.ppra.isement, Appepl f1'Om Appraisement,,,. Entered and charged,.. ~~: >..,;~~..~... •.. I·-.. .!..' ~ .f{ !,.II -- ..,~ RCC-43 (4-69) ~_LJ 71 t33) COMMONWEALnfoF PENNSYLV~NIA8Rfc£IV ." , DEPARTMENT OFREVENUE'OUNTyUR£4U~~, HARRISBURG'COL Lf:I-,J{j~1 ,"CT{Olv'S Jul3 2;1971 '4 0 ')D I ••~C I 'It '?:"i NOTE:TO BE SUBMITTED IN TRIPLICATE " Pennsylvania Depart.ment of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania .. Dear Sir: Pursuant to Section 742,'Pennsylvania Inheritimce and Estate Tax Act of 1961, we herewIth submit the following report:. , NAME OF REPORTING Westem Penna.N~t '1 Bank FINANCIAL INSTITUTION .,...-~_"____ ADDRESS .Fourth &.Main St••Monongahela"Pa,1.,063 ACCOUNT NO.OF JOINT,.,', , TRUST OR INVESTMENT DEPOSIT Savin~s Account.'U3Q643 NAMES ON ACCOUNTORINVESTMENT Lela F:.Neel or Jack B.Neel -;004 0039315 " ,, DECEASED JOINT DEPOSITOR,' TRUS!EE OR INV~STOR -_L~iON1~a-.lF~•....I'b~le;:l&;:e~l _ ADDRESS '',','' AND COUNTY 506 Jackson St"Monol'lgahela,·l~a..washington'-DATE OF DEATH ~6~-:-:-,,'3~::.nLili:'-:--:-_~~_--,;-- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR J,ack B.Me,e1--..;;.:~;;....-:::..-;;;=~-------------- ADDRESS ~_,o---....o.-------_-- RELATIONSHIP TO DECEDENT.~~S~gRH'"'":"-_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED -~4""",2~4-~fJ..,...~......61;L9-·_----'-_-:------'-_'_"_'_ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $_6=1l=~1=6~._ RCC-134 (;-69).'.......••:J . COMMONWEALTH OF PENNSYLVANIA' o.EPARTMENT OF REVENUE J-lJi("EAU OF COUNTY COLLECTIONS .'INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APP~AISEMENT AND ASSESSMENT OF ASSE:TS NOT SUBJECT TO ADMINISTRATION TO:...J.A('J(B..NEEI. 506 JACKSON STREET ~fONONGAHELA,PENNSYLVANIA 15063 Date:__..t.I.Tu.nul-Jy~1.J<2"-1,~1...;;9L.17-11 _ County __W....:.:A:.:.;S.:..:H:.=.:I::.:N:.:..;G:;..;T:;..;O:..;;.N~_ County File-No._~,__--:_ Bureau File No.&3-2/'~33• We have received notice that,~~~~XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX on June 3 19 71,you came into ownership of certain property through D~~Dt>~~OOKXXX X~XOO~~~di:»1X transfer from LELA F.NEEL,DECEASED (MONONGAHELA) Under the Inheritance and Estate Tax Lows of the Commonwealth of Pennsylvania such t,ransfers are taxable and the liability for the payment of the inheritance tax due is impused upon you,as transferee. The property on which tax is hereby assessed consists of:Jt.Savings Account #36643-004 0039315he1dinthe\VESTERN PENNSYLVANIA NATIONAL BANK,MONONG:AHELA OFFICE, MONONGAHELA,PENNSYLVANIA •.In the names of LELA F.NEEL OR JACK B.REEL Opened 4-24-69.,Balance as of date o~death,$611.16 appraised by the CommonweCllth,as of the date of death,at $611.16 50.%of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DU E o If you pay 'the above amount within three (3)months of the dateif §eath of the decident,or on or before 'ept •3 19 7 you may deduct a ,discount of 5%of the amount of tax due,or o .This tax became delinquent~fifteen (15)months after the date of death and,in addition to the tax,st~tu'tory interest 01 the rate of 6%of the tax per annum is also due as of *__~__~ 19__in the amount of ' *If the tax is not paid 'by the above dote additional interest is due at the rate of 6%per annum unti I paid $305.58 18.33 .93 $-------- TOTAL AMOUNT DUE $18.33,,$============== APPRAISED BY:~)..AV:..~.JfrLtJ':Ju.MJUl.ASSESSED BY:-:-:-:-_ ,(Inheritance Tax Appr~ser)(Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mai I,or bring it to: A'G:EI~11 :-·o;~:la'iE "C'::i:i~.~~~.~'.~".';.j &OIRT HOuSE W'A~G]ON,,,PEtiiNA..153.0.11 Amount PaidOfficialTitleNameandAddressofPayeeDatePaid -- If you have already paid this tax to an executor,administrator,attorney or other persor'l\(r .re~resentative of-the decedent for forwarding to the Commonwealth,list below t~'e dfitEtpaid,name :and address ofl'he person.to whom you made payment,their official title and the amount.: ,.'~.~ .~~ Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of.tax ,doue.~If .any such expenditures meet all of the three following tests,it is recommended.that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine:the debts claimed and allow .. those which he determines to be proper.The tax wi II then be recomputed and you wi II receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT:. 1 -You were personally legally responsible for these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handling the administ~ation of the general estate of the decedent or any other transferee.'. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid , . TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ SS: I,hereby certify that the fpregoing is a just and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUB'SCRIBED BEFORE ME THIS DAY OF____________19__. Si gnature of Taxpayer REPORT OF 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 listed above in the total amount of $--------EI Date of Approval:_ Register of Wi lis -_.-.....":" Form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ..........J.y,1.y......~.7...,...,...1.9...7...l........................... 9iEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY ...........W.~.~.h!~.g~.Q.~..............................~,...BuRiAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO........6.3.~..71.~.6..3.3 ......................................... Whereas,........................~.~.1..~....f..:,......N.~.~1.............................................................................late of ..................M'.~.~~.~.g~~.~.!.~.............................................. in the County of .:..:............~!~.~.h.i.:~.gt~.~.............................................................................Commonwealth of Pennsylvania,having died on the ................................3....r.d...............................................day of ..............................J..une................................19...7.1.,seized and possessed of an estate subject to Inheritance Tax under the .laws of the Commonwealth of Pennsylvania;: Therefore,I,...............F.ranc.e s.....Le..o..........................................................................,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 Tax Purpoles $I I JOINTLY HELD: .... Jt.Savine:s Account #36643-004.0030315 held in t:he WESTF.RN .....NN:"i Y .VAN:rA NATTnNAT RA'N1(~A J.mTAMIINIINI OFFICE.MONONGAHELA.PENNSYLVANIA.In the n:am~C!- of LELA F.NEEL·:.;.r JACK R NEET.n ...:I .4_?.4_hQ--. R:a":a n("1I!:aC!nf'(bi'~nf'rt~~~h $611.16.(1/2 taxable)~o~~!l\R '.. .'j." ,. : ,. ,-~~ .TO'tal 30~58 I..I ..-.'••~< '. i ronn~;v~hb~':::I:h~w<>rll~~n}~~a~o'r~~~~~~":=~l~!~ ..Appreiser ~....................................Jt:......................................,.................................................... /,.(mbar and Street) ...........r:.."'....,2)'.......'''iP,;;;...O;;;;;j.................................Penna. WASHINQ.'I.'.QN COUllty.......................................... RESIDENT INJiERITANCE TAX APPRAISEMENT. Estate of ......................J....~.:r..A .¥...•......~;g.. Deceased. Late of "MONONGAHELA Date of Death,June 3.1971 Appraisemel!t Docket Vol.,0 . Page,:No..§~.~.~.Tl..~.§~.~. Filed in Register's Office,J..~.1y ~.7..19 7..1. Anwunt of tax dtte,$. DIPARTMENT OF REVENUE Received, Examined and Approved,: . Wrote abo.ut Apprq.isement, Appeal,f"om Appraisement,. Entered and charged,: . ., ./ ""\~' •..~I ,',",',t'",,', " • I ',;.\;"'I ...."...I:, ,'J r ••.1 ,"", <•:';..,:<.'..'.:.~,',!,.I .....: .".-,',.'..."'"'.. " r;' ."..,"" I •".•.'•~~• ,."" ..',"..,;r-...:...\... I'.',f .t'-;,j" "__••~._.'R.~•••8.:-_4 ...~.........__._,__.__.. I'I':, I:t'' I,.'''. I"I' !/,'. ~... '" "I , :J,.;,',.,I. i :'it:,' i ,' I',-I' '-;