HomeMy WebLinkAboutOC1971-1008 - ESTATE OF KENNEDY......... ~-~ . . . ·, . . "··· .. ~ . . . . . . . .
Form. No. RCC-62 (6-70) THIS FORioi"REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDE.R .10,000, UNDER SECTION 701 OF ACT OF JUNE Ul, 1961, j EF'fi'ECTIVE JANUARY 1,1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) ·
;;:. • • 'vJ:t_ (.o & c, --/ a I!J r · .:
/ OFFICE OF THE REGISTER OF WILLS ! •
County of .. ii.fi~lfP'{G-~ON ........... .
. . . . . 4:J:~.l!:I:M. o-.•.. ~Iii~;E.I?¥ .. · ................... of ....... G9¥:.~l:>1l.~g,_ -~~-~;:!Y.1:Y M~~-.......... .
(Name) (AddreOII)
being duly --------------~-'ti9~--------------·according to law, deposes and says chat he is the ........ in.f.O.W.an.t ____________________ _._~-------CExec., Adm., Lesattt, Etc.)
of the estate of ...... W'Jb~J.M1 .. ~.!-.. ~~-~¥ .......... whose last residence was .. J.QJ..~.k:l9.K.~-~---'A.V.~:g._lJ_~--------------------cNo.> (Sueet)
...... .Q£1g.~-l~_:r.g).._, ___ ;(l_~@~.! .... ~.deceased, and chat the whole· of the estate of said decedent, who died .. 'A~-~-~_t __ :~/? . .t...~_971. (City, Borough or Township) (Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR T.ENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RE~,ATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
None
~
Personal Property
(a) The sum of $155.63, cash, standing to the credit of
decedent as wages due from his employment by Fox Grocery
Com:Qanx;; ~ -fJ,K . '.!.{
Qf' .
p 1.55. ~.93 . . ...... ~ .,. .. ,.J f -t ·: •.... l,..
(b) The sum of $784.47, cash__.t_ standing_ to the credit of decedent
in an account with the Employees Federal Credit Union,
Fox Grocery Company; -oJ<'4 It 784.47
(c) ·A 1966 Model Ford Mustang automobile, Title No. Gl8065582, . -..
Manufacturers Serial No. 6T07C2u9505, Registration Tag No.
-
CJ 1K.o 'rtf ~~69~ H. oritdna.llv titled t;-9-66 t-1. 900.00
..
TOTAL --------$ 1840.10
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 eigned by a responsible officer of the financial
institution or mortgage hvlder and indicate clearly amounts of pr'incipal 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, . ·'
-~-
" Jointly Held Property . Estimated
Val~
,, . -.. . "-.... None .,
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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 de_cedent'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
None
-
BENEFICIARIES
• & .. \ .. ~ .RELA 'FIONSHIP SURVIVED AGE OF LIFE
·BENEFICIARIES AND ADDRESSES ...... ( n· step:-children or TENANTS OR INTEREST OF DECEDENT (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO. AT DEATH OF IN ESTATE
forth this fact.) DECEDENT
William Kennedy I Son Yes All
Cokeburg. Pennsylvania
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RESID-ENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED ~-I.
NOTE· List first five items .in the spaces so provided observe notations thereon and instructions ~-' ' DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
~EGISTER ONLY
Harold L. Schrock Funeral expenses paid $ 1480 po $
Family _exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Estimated Administration Expenses • c:;o bo
Estiirirated Counsel fees • 100 bO
Fiduciary commission •
OTHER DEBTS AND CLAIMS
(*) See Note below
Montgomery Ward & Co. Decedent's Account 28 54
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Total 1,6p.8 ~~ ~t/.50. J-'f
Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission oi· debt is greater
or less than the estimated amount claimed· a_nd allowed. ._,/) ,J ~ . .
Subscribed and sworn to before me thts .... _ 4:tR .. · · · · .. · .. ·. C>('~d~~t~ t
Having be~n dury'J.
··;' ..•. ·.: .... (,\. ;, .. -s ~-
·(. -,.\1 ' ..
.. .4-.0~. J.,j.;n.p,<;>;J.,~ .. S.t~~-~t .................. .
· (Street Number)
... 9.C?~~?l:l.r:-g~. -~-~~-~¥~ Y.~~~.~ ........... .
(City or Town and State)
ac~or?ing to law, I do herebyr\ertify that the above appraisement is made in conformity with l~w on this
... dayof ............ N.~ ......... ,l9.?1/J_ _ n
· ... ~~ ... ~ ...... ~~···· ApprRiser
J.n the event that any future interest in this estate is transferred in possession or enjoyment to collateraJ 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·inheri-
tance taxes at the lawful collateral rate on any such future interest.
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Form No. RCC-62 (6-70)
Will l . . Administ:r:ation .l.~lo. · · · · ...... Year .... . r i i j•n ) • '·-~ ... , l.P'.·tl
IN THE
?71 OCT. 6 Pr1 3 53
MATTER OF THE APPRAISEMENT
OF THE RUSSELL Mi\I~!NO
nEG IS TEESW.t\~'J$L(Q"
WASHI~JGTON CO., PA .
'-
. . . WJ.~~ ;r.~ .. J. • .. l\~N.~:QX ........... .
Deceased
Late of Charleroi ••• 0 0 ••••••• 0. 0 •• 0 0 0 ••• 0 0 0 ••••••
County of ... WB:~J;l.i:q.gton • 0 ••• 0 0 ••••• 0 ••••• 0
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
WM. C. PORTER,· ESQ. ...
307 washington 1rust Bldg.
Washington, pennsylvania
1.5301
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IN THE COURT OF COMMON PLEAS
OF vlASHINGTON COUNTY, PENNA.
ORPHANS/ COURT DIVISION
NO. & _3-7 J-I CJ CJ %_
IN RE;
ESTATE OF
WILLIAM J. KENNEDY,
DECEASED.
PETITION UNDER SECTIONS
202 AND lOOl OF THE
FIDUCIARIES ACT 0~.194~, -· ...... -~ i ~ ~ (.,., .ORDER ,-, ·R·. ~? ,1
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~ ~ liLLIAM C. PORTER
ATTORNEY AT LAW ~f)~ ~ 7 WASHINGTON TRUST BUILDING e~ WASHINGTON, PENNSYLVANIA
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF
WILLIAM J.
DECEASED.
)
)
) /... ~-7J-/O d J ) NO.
KENNEDY, )
)
)
PETITION UNDER SECTIONS
202 AND lOOl OF THE
FIDUCIARIES ACT OF 1949
I
The petition of Lillian G. Kennedy respectfully sets
forth:
1. The decedent was a resident of the Borough of
Charleroi, Washington County, Pennsylvania • . .
2. Decedent died August 16, 1971 at the age of 60 year •
3. The decedent left no real property.
4. The personal property of the decedent consisted of
the l'oilowing:
(a) The sum of $155.63, cash, standing to the
credit of decedent as wages due from his
employment by Fox Grocery Company.
(b) The sum of $784.47, cash, standing to the
credit of decedent in an account with the
Employees Federal Credit Union, Fox Grocery
Company.
(c) A 1966 Model Ford Mustang automobile, Title
No. Gl8065582, Manufacturers Serial No.
6T07C249505, Registration Tag No. 55693 H,
originally titled 5-9-66, having a reason-
able value of $900.00.
5. The only person l-Tho would be entitled to share in
an intestate distribution of decedent'£;::,; .estate is his son William 1
Kennedy, a minor born March 23, 1957, who is decedent's sole heir
and next of kin.
6. Petitioner was formerly the wife of decedent, and i
the mother of said minor. Petitioner resides with said minor,
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and has custody of him, and supports and maintains him, and is
natural guardian of his person and estate, and files this petitio
as such guardian.
7. The total value of the property above listed is les
than $5000.00, to wit, $1840.10.
8. Decedent died intestate.
9. There are no creditors.
WHEREFORE petitioner prays that the court will make an
order providing for the award of said items of personal property
in the form hereto appended.
Petitioner 7
,.
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF WASHINGTON )
Before me, the undersigned authority in and for said
county ~d state, personally appeared LILLIAN G. KENNEDY,. who,
first having been duly sworn according to law, deposes and says
that the allegations of fact set forth in the foregoing Petition
are true.
Sworn to and subscribed
before me this 4th day
of October, 1971 •
. ~2Lcy
··Notary Pub:J_ic, Washington, Washington Co.
~:~My Commission Expires July 14, 1975
i.
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: )
)
ESTATE OF )
~ NO.
WILLIAM J. KENNEDY,
)
DECEASED. )
0 R D E R
AND NOW, to wit, this ~ d-day of~ '
1971, the foregoing petition having been presented and considered,
the prayer thereof is granted, and, pursuant to the authority
contained in Sections 202 and 1001 of the Fiduciaries Act of 1949
as amended, the items of personal property listed below are
awarded to Lillian G. Kennedy, Guardian of William Kennedy, a
minor:
(a)
(b)
(c)
The sum of $155.63, cash, standing to the
credit of decedent as wages due from his
employment by Fox Grocery Company.
The sum ·of $784.47, cash, standing to the
credit of decedent in an account with the
Employees Federal Credit Union, Fox Grocery
Company.
A 1966 Model Ford Mustang automobile, Title
No. Gl8065582, Manufacturers Serial No.
6T07C249505, Registration Tag No. 55693 H,
originally titled 5-9-66.
RCC-81 (6-71)
;
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
LILLIAN G. KENNEDY
(Executor or Administrator)
In Re: Estate of WILLIAM J. KENNEDY
IN YOUR REPLY PLEASE
REFER. TO
Inheritance Tax Division
WASHINGTON County - F i le No. __ 6::.......3::.......---'7-=1=---=1=--=0'--'0-=8---
Dear Miss Kenndy,
You are hereby notified that the==-=--=o;-;r-:-i7'g:..,i=-n_a_,1===~--------
appraisement in the estate of WILLIAM J • KENNEDY
has been filed in the office of the R~ster of Wills of WASHINGTON
County on December 1 , 19_, Said appraisement reflects the following
valuations:
Rea I Estate-----=----=-:=-=--=-=------
persona I P roperty __ --=1=---''-'8=-4.:.....0=-•::....:1=-0.=__ ___ _
Transfers ______________ _
Jointly Owned -----....,......,,----=------
T ota I -------=1~8~4~0::....!!.~1~0:____ __ _
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 to 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_e_m_b_e_r __ 1~,_1_9_7_1 __ Signed ___ F_RA_N_C_E_S_L_E_O _____ _
Title ___ C_H_I_E_F_A_P_P_RA_I_S_ER ___ _
DATE OF DEATH: August 16, 1971
Note: This is not a bi II.
J
RCC·.~~)-5-68)
GaMMoNWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
63-71-1008
JMO
SUMMARY
Estate of KENNEDY
(Last Name)
WILLIAM J. DATE OF DEATH 8-16-71 FILE NO. 63=71-1008
(First Name) (Ini ti a!)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __ W_A_S_H_I_N_G_'ID_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", "B", "C", and "E".
Dated: December 1, 1971
---------------
REPORT OF THE REGISTER OF WILLS
,,... I WASHINGTON
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", w · or lesser amount represents the sum
allowed as a deduction.
~~
ILLS ·
Dated: OEC 1 1971 RUSSELL ~·~ -,NGl -==
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A) f·: $ $ ____________ -+---$
.1.,o~u .l.U 1 R4.0 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
1,840
1,658
181
10
10 1,840 10
54 1.658 54
56 181 56
annuities . . . . . . . . . . . . . . . . . . . $--------+----
ESTATE TAX ASSESSMENTS $ _______ _L __ _
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on·$ 2%
Tax on$ J.t:U. !)I:) 6%
$ ______________ ~---
$----------..do.£. 10 --+--~R"': Qz.._
Tax on$ 5% $~------------r----
Tax on$ 10% $ ________ 4---
Tax on $ 15% $ ______________ r----
,.
Exemptions
Total Estate
TOTAL TAX
*
$--------------L----
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid $=======l==
BALANCE $----------+---
Less 5% of tax if paid within
3 months after death ·$========
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
-------to --------
AMOUNT OF ESTATE TAX ASSESSED $-----------+---
Estate tax paid $ _____ __. ___
BALANCE DUE $ __________ __~. __ _
Add interest at rate of 6% from
----------~10---------$----------~---
TOTAL TAX .BALANCE $ -----------+---
PAID $ -----------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 ~ No ............... .
IN THE
Year .......... ..
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
WILLIA~1 J • KENNEDY
........................
Deceased
Late of ......... CHARLEROI
County of .X WASHING'RN
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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DEPAETMG\!'1\ 0111' BEVENUE
BUREAU OF COUNTY COLLECTIONS .. .;;,..~
• ../-'HARRISBURG, PENNA. 1 7 1 2 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE .: . .P.~.~--~~~-~E ...... ! .. ~ ........ ~.-~.7..~ ......... .
\vASHINGTON COUNTY ............................................................................................ .
FILE NO •. ?. .. ~.::::.?..~.=-~-~-~--~····················-... ···············
WILLIAM J. KENNEDY CHARLEROI Whereas, ...................................................................................................................................................... late of .............................................................................................................. .
in the County of .................................. W.A~.tii~Q.':r.9..~ ........................... ~ ................................. Commonwealth of Pennsylvania, having died on
the .................................... ~.J.§.~.h. ....................................... day of ................. !.\~.tiP:~:.~.~-···································· 19 .. .?..~ ..• seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ............................................. ¥..~~-~~~-~·····~-~.9·····················:·····················• 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 11fe 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.
I
Description of Aaaet Unit
Values
Appraisement i
Made fo1· Inheritance
Tax Purposes
$
PERSONAL:
SEE COPY ATTACHED TO APPRAISEMENT 1,840 10,
----~---------------------------------------------------4------*-------~--l
......................... WAS.Hl..NO.m.N .......... . County
RESIDENT INHER~~ANCE .. TAX. APPRAIS.EMENT
Estate of
Deceased.
Late of
CHARLEROI ......................................................
Date of Death, ................... ~.:.!.?. .. :.71 ·g
Appraisen;el!t Docket Vol .... "3 .. l; .................. ..
Page, .eZ/~:.~~ .......... ~~·_ ........ ~.~~·;·i~i·~·~·~·
Filed in Register's Office, ....... P~.<:. .. ! ..... .l ......... 19 .. .7..l. ..
Amount of tax due, $ ................................................................... ..
. DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,
~rot~ abo.ut Appra.isement~
Appeal f1'~m Appraisement,
Entered and chflrged,
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COMMONWEALTH. OF PENNSYLVANIA
DEPARTMENT OF REVENUE No.8 11669 OFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AND ESTATE TAX
TEN A'ND ·s4 100•,-·•··~--..... -.......... _ •. .__,... __ _. ________ .... _ ... ,.._ ....... _ .... ________ ...;. ... ~ .. -
RECEIVE£ · . dollars
\ J; • representing Pennsylvania Inheritance or
From: ATTY • WILLIAM C • PORTER Estate Tax due from the following estate:
307 WASHINGTON TRUST BUILDING
Address-------------''--------~ 2% Tax on $-~-~------$----~~----·~
ON ACCOUNT Hia \\TASHINOTON, PENNSYLVANIA 15301
File No. 63-.71=1008D f D th S•lo ... ?l · ate o ea
October 7• 1971
Date of Payment------------------;
WILLIAM J. KENNEDY
Name of Decedent -----------------i
~TASHINOTON
CountY------~---~--------~
j~H)arks:
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6 o/o Tax on $ ________ $---------lltl
15% Tax on $ _________ $ ________ _
/
o/o Tax on $ _________ $ ________ _
Estate Tax, Act of
May 7, 1927
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__ %from---------
to ______________________ __
$·--~~~----11.41 IIID $. _______ _
57
-~ $ ______________ __
.$1-----------------IHI
Nor• ~'' !j,~:~3;,~ ~.~~!,~~:~,.~;(: l !~TAL AMO(' PAl~ . fi 0 ~ $ l0.S
4
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•····; :_, .. ~: , Receiv~d by,")-~~ /lc~
NOTE: In accepting' \lie transfer ,inh~rltonce" lox on future estates, prior to th'e death of the lie J' . I (Signature wu· ~
tenant or tenon! lor yeors,•~s evidenced by this receipt, it is understood !hal !he Commonweollh sq,oll -..,. --t-:'"" ~-· f_ 1 ~ol be precluded or prevenled from hereofler assessing oddilionol·inherilonce lox at lhe deolh olrll'e.,_.) ~~~.}L..I Q../
l1fe Ienon! or tenon! lor years whenever il appears !hal such oddilionol tax may be legally due and r (T"tl
colleclible lor any reason wholsoever. '-1 e
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1 0 0 .0 0 -0)5) 28.54 . 1)658.545
. L658.54 T
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