HomeMy WebLinkAboutOC1971-1022 - ESTATE OF NEAL/ h 3-71--1 Oc:L ~
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Personally before me, the undersigned authority, a ....... N.o.t.a.r.}' ... F.u.b.lic. .................................... in and for said
County and State, appeared .................... ~.Q~.:f. ... P. ..••.. mt;Alo.~o .................................................................. who, being duly
sworn according .to law, deposes and says that she is the executor~ of the estate of
................................. W:mP ..... l.!~ .... ~l.!.a .......................................................... deceased, that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of.. .............. N~.~ ..... ~~ ..... ~~-~.L .......................... ,
deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and . stated by the undersigned to
be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each
item made by the above named Executor ~
-Sworn an .. d subscribed before me this ....... l9..~.:... l1Jt~ j'j-~ . -'r,.. r'l \)U J /l)
1 .~ day. of ...... :;..i~~!;'JJ'Q·~~tt ....... ! ......... ti~:~±!~~;:::c;~\1~:: ~~~ .......... :: ....................... E.~~~~!t~~ ........................... : ............ .. ... ; .r~~--..... t.. .. o~ .. 1~((\~~ .... .., .. ,\td .................... .. ~~~--' . . -~ i\ ~0" -\ ~-_ ,._ ~ _ ~1 o\tl\tlw1 ADDITIONAL INSTRUCTIONS .
.
1. An inventorf must be filed within three months after appointment of personal representative.
2. A suppleiileptal inventory must be filed within thirty days of discovery of additional assets.
3. 1 Original:imd 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33,
-Ovef,$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
Jlunrutn.ry aull "'pprai.srmr~t-of the goods' ~ni chattels, rights and ~redits which·
were of ................. Jf.m., .... L ...... NJ:;AL .................................................. Jate of ...... : .. ~h~ ... 9..~.~Y. ... 2K .. W.~.~.~.~.~.g.17.~.~.1. ....................... .
Washington County, Pa., taken and made in conformity with ~he above affidavit.
Date of Death· October 3rd 1971 DOLLARS CENTS -• .
PERSONAL PROPERTY
West Penn Credit Union -Balance 9 14
41 Shares Allegheny Power System, Inc. Stock@ 23 1/2 963 so
'69 Dodge Pelaro, 2 Door A~tomobile 1,000 00
HOUSEHOLD FURNISHINGS:
Dining Table $ 60.00
Wash Stand 35.00
Bureau 50.00
I 3 Pictures 15.00 -
Bed ,50.00
~ Antiq~e Chair. 10.00
' Desk & Chair 25.00 245 00
2,217 64
REAL ESTATE
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KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid
on the 8th day of 0 c t o b e r A. D. 19 71 , b~fore me,
Russell Marino , Register for .the Probate of Wills and Granting
Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania,
the last Will and Testament of
W M. L. N E.A L
late of City of Washington, in the County aforesaid, deceased,
(a true copy whereof is to these presents annexed), was duly admitted to probate; and
MARGARET D. NEAL.
the Executor in said Will and Testament named, having appeared before me and taken and subscribed
·th~~f office pr.escribed by law;
NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do
grant these LETTERS TESTAMENTARY, unto the said -
MARGARET D. NEAL
committing unto h e r the administration of all and singular the goods and
chattels, rights and credits, which were of s~id deceased, and requiring
to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, within ninety
days from the date hereof, and to r-ender a just and true account of said administration at the expiration
of six months from the date hereof, and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF, I have hereunt~ set my hand and the seal of said
'Office at Washington, this e i g h t h
day of Octooer in ·the ye~r of our Lord one thousand
nine hundred and s e v e n t y - o n e.
In the Orphan's Court of
Washington ·county, Pa.
Exhibit. . .D. ............... , .. ·
· Date.~·~~~ !~·1:~ • • · • • • • •
Jacqueline Hammond, OffiCial Stenographe.r
/)/7~~ .......................................... d./.::1. .................................... .
Register -
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IN THE COURT OF COMMON PLEAS OF
WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 63-71-1022
ESTATE OF
WM. L. NEAL,
Deceased •
PETITION FOR SETTLEMENT OF ESTATE
OF A GROSS VALUE NOT EXCEEDING
5.000.00 UNDER SECTION 3102 OF
PROBATE. ESTATES AND FIDUCIARIES
CODE
JAMES R. DONALDSON
ATTORNEY AT LAW
WASHINGTON TRUST BUILDING "' WASHINGTON, PENNSYLVANIA
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. ' .August 17, 1964
LAST h'lLL AND TESTAl·~NT
I m!ti:e this ~··Till for the Purpose of naming ley' wife, Margaret D. Ne:il.,
Executrix of my Estate.
I bequeath al.l my Cash, Realty and other Belongings to my wife,
Margaret D. Neal, with the follm·dng exception:
Neal Antiques as noted on the attached list.
My ~ast Vlill and Testament .made this seve_nteenth day of August, 1964.
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Neal Antiques:.
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Drop Leaf Dining Table·-Dining Room---~ _Dale. Neal
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\'lash Stand ~~ Dinint; -Room,.. ___ --, - . ' ·, .-r~.' ~yle Rose
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·Bureau-Front Bedroom '"· ---~-'_-. ,._··, .. :-:::-Etsie_;,N~~{'-. ___ :_-
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PiClture abov~ Mantel (Aunt Ellen) --El.sie Neal
· , -· Front Betiroom . .. ~
Grandfather and Grandr.mther Nea!'1s-
Pictures -Front Bedroom
Bed Baek Bedroom ·:-..
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Nesbit Neal
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF ) . • WM. L. NEAL, ( NO. 63-71•1022 .
Deceased. )
PETITION FOR SETTLEMENT OF ESTATE OF A GROSS VALUE NOT EXCEEDING
$5,000.00 UNDER SECTION 3102 OF PROBATE, ESTATES AND FIDUCIARIES CODE
..
TO THE HONORABLE, PAUL A. SIMMONS, JUDGE OF SAID COURT: r ' •
'• The Petition of MARGARET D. NEAL respectfully represents:
1. That your petitioner resides at 446 Allison Avenue, Washington, Wash-. '. .. f .., "' ' • ~ .. ' T ·~' ·< .. · . ington County, Pennsylvania.
2. That Wm. L. Neal was a resident of the City of Washington, Washington
County, Pennsylvania at the time of his death, P. o. Address, 446 Allison Avenue, ~ash•
ington, Pennsylvania 15301.
3. That Wm. L. Neal died October 3, 1971 at the Greene County Memorial Hos-
pital, Waynesburg, Pennsylvania, at 8:30 o'clock A. M., at the age of sixty~eight years.
4. That all of the personal property of the decedent which has come to the
knowledge of your petitioner is listed in the Inventory, a copy of which is attached
hereto, and totals $2,217.64.
5. That decedent owned no real estate in his own name.
6. That decedent and your petitioner owned real estate in the City of Wash•
ington, washington County, Pennsylvania as tenants by entireties.
7. That decedent died testate and a copy of his Will, dated August 17, 1964,
fS attached hereto; said Will is probated in the Register's Office for Washington County,
Pennsylvania, in Will Book 112, page 475, and gives the entire estate to your petitioner,
except certain antiques.
8. That decedent left no children to survive him.
9. All of the creditors of the decedent, in so far as they are known to your
petitioner, are as follows:
Ralph E. Piatt Funeral Home Funeral $1,020.80
Union National Bank Loan 660.10
$1,680.90
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10. That your petitioner and deceased maintained the family relationship
of husband and wife until the decedent's death and petitioner is, therefore, entitled to
the Family Exemption of $1,500.00.
11. That your petitioner has·paid the'bills set forth above at paragraph 9
from the assets in the estate. • ,,
.
12. That the expenses incident ·to·' this estate are as follows: . \ ..... -
Russell ·Marino, Register, Letters Testamentary
\. . ' . "'
Edith L. Dague' Not~ry'
Russell Marino, Register Filing Inventory
Russell Marino, Register Filing Petition
James R. Donaldson Attorney's F~e
• $ 13.00
4.25
3.00
s.oo
200.00
13. That the only property remaining in your petitioner's hands are the
several Neal Antiques set out on the list attached to decedent's Will and cash.
14. That the estimated cash remaining, after payment of the costs, will be
$308.49.
WHEREFORE, your petitioner prays your Honorable Court for a Decree directing
her to apply the several Antiques, appraised at $245.00, and the cash remaining after pay•
ment of costs on account of her Family Exemption.
And she will ever pray, etc.
COMMONWEALTH OF PENNSYLVANIA )
; ss:
COUNTY OF WASHINGTON (
.Personally appeared before me, the undersigned authority, MARGARET_D. NEAL, who,
being duly sworn according to law, deposes and says that the facts set forth in the fore-
going Petition are true and correct as she verily believes.
Sworn to and subscribed
before;me this ty f~
;;_£~_ day of --~.:o.;>. .. !:::!..---. ___ , 1974.
Pa.
1977
I
.. Wm. L. NEAL.
December 71
Notary Public
MARGARET D. NEAL,
s
xxxxxx:xxxxxx
16th
tV!n. L. Neal
/s/ Margaret D. aaacxxxxxxx
/s/ Edith L. Dague
(NOT~IAL SEAL)
•• f ~-:-
t-fm. L. NEAL the City uf Washington,
Date of Death: October 3rd, 1971.
PERSONAL PROPERTY
West Penn Credit Union • Balance
41 Shares Allegheny Power System, Inc. Stock @ 23 1/2
169 Dodge Pelaro, 2 Door Automobile
. HOUSEHOLD FURNISHINGS:
Dining Table
Wash Stand
Bureau
3 Pictures
Bed
Antique Chair
Desk & Chair
REAL ESTATE
NONE
$ 60.00
35.00
50.00
15.00
50.00
10.00
25.00
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9
963
1,000
245
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2,217
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Augu_st 17,. 1964
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:LAST HlLL· AND TESTAl:IDN'I'
I maie this· llill for the PUrpos~ of nalning mi wi-fe, )<Iargaret D~ Nea.l,-
.Elcecutri.X: of rey-Es~ate. · · · · · , . , · -· ·
. ·-.
I bequeath all my· Cash.ll . ReaJ. ty and ·:other ·&longings· to·.~-:-~life,_:_,. -.
Margc:tret D. Neal:, with the f'_ollol'i'ing· exception: ·-· .. : . i
UeaJ. _Antiques as noted on the -attached list~. ~ . :
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My J.a·st \·fill .and Testament made this sevente~nth day· of A~~st:, .1964.
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS 1 COURT DIVISION
ESTATE OF
WM. L. NEAL,
Deceased. ·
) . •
( . " )
NO. 63-7lo!ol022
0 R D E R
AND NQi,~--~J?~--' 1974, the foregoing Petition is directed to
be filed and notice is directed to be given to all parties named in list attached to
the Will to file, in writing, any objections which they may have to the Petition on
or before ~".S:· 1974, and FURTHER said notice Shall notify such parties
41--/ § ..4.r!>--4 that the Court will conside.r the Petition on the pL2..-. day of -~~
1974, at ): .3-tJ o'clock£.... M., notice to be given by Certified Mail at least ten
{10) days before the time for filing objections, and a copy of the Petition and this
Order to be sent with the Notice.
J
ESTATE OF
WM. L. NEAL,
. ,
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS 1 COURT DIVISION
NO. 63•71·1022
Deceased.
)
(
)
D E C R E E
AND NW, ~;L2. , 1974, upon consideration of the foregoing
Petition and pursuant to the provisions of Section 3102 Probate, Estates and Fiduci~
aries Code, IT IS ORDERED AND DECREED that the Petitioner take the several Antiques
listed and valued in the Inventory a~ $245.00, together with all cash remaining after
payment of cost~ on account of her Family Exemption, and IT IS FURTHER ORDERED AND
DECREED that the Petition as presented shall in all respects have the same effect as
a Decree of Distribution after an accounting by the personal representative, and the
Petitioner is excused from advertising the grant of Letters and from any ·further ac~
counting.
By the Court,
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA.
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF
WILLIAM L. NEAL,
Deceased.
)
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No. 63-71-1022
PROCEEDINGS ON PETITION FOR SETTLEMENT OF SMALL ESTATE
BEFORE: THE HONORABLE PAUL A. SIMMONS,
Judge of the said Court.
APPEARANCES: JAMES R. DONALDSON,ESQ., of
Washington, Pa., representing
the Petitioner.
TIME: April 22, 1974.
THE COURT: This is the time and place set
for consideration of a Petition to settle a small estatE
in re: the Estate of Willia~ L. Neal, deceased, filed
at Number 63-71-1022. Mr. James Donaldson.
MR. DONALDSON: May it please the Court, I first
wish to apologize for not being here at 1:30. I got
confused on my notations. I thought my client was
coming instead of coming to Court. . . '
THE 180URT: . ' !. '
·,That's all,right .. ,
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MR. DONALDSON: I have here the receipts for certif ed
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mail to Mr. Dale Neal, Mrs. Gayle Rose, Miss Elsie
Neal, Mr. Nesbit Neal, Mr. Ed Walker and Mrs. Mary
Walker. These are the parties named on a slip of paper
that was probated with the Wills, inasmuch as we though
it might· have some testamentary value. The return receiJts
leave considerable to be desired. One is signed in the
place where the addressee should sign, but I am sure it
was the agent. The rest of them seem to be in fair
condition.
THE COURT: Which one is the one you have
reference to?
MR. DONALDSON: Mr. Dale Neal. It's certified numbe
767267. It's signed by A. J. Robinson instead of by Mr.
Dale Neal.
THE COURT: As I understand it, you did send
notices to all interested parties.
MR. DONALDSON: All interested parties; I have a co y
of the notice.
THE COURT: Is it possible for us to have you s bmit
a copy of the notice and attach the return receipts and
the other receipts that you have there to the notice an
we will make that part of the record?
MR. DONALDSON: I would appreciate if the Court
would give me time to do that. I should have had it don ,
Your Honor, with an Affidavit of Mailing for the Court'~
information. This is. the notice which I sent to them an~
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a copy which I was going to attach with my Affddavit.
THE COURT: All we can do to save you trouble
so we can get rid of this right now, .just raise your
right hand, we will swear you and we will put it on the
record. Just let me ask you a couple questions.
~ JAMES R .. DONALDSON, ESQ., IS DULY SWORN.
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EXAMINATION BY THE ·COURT:
Q
A
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:As ·i-~nd.efs·t~'nd: it, Mr~J Donaldson; ;ou sent· notices
and you have return receipts there along with notices o
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mailing to D.ale Ne.al,,. Mrs. Gayle Rose, Miss Elsie Neal, . , . ~ . '
Mr. Nesbit Neal, Mr. Ed Walker and Mrs. Mary Walker .
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Does that cov~i~11 6£· ~he~?
That is correct, Your Honor.
The receipts for certified mail bear date March 11, 197£.
Now let's mark these. As I understand it, Mr. Donaldson
Exhibit "A" is the form notice that you sent out
Yes, Your Honor.
Exhibit "B" are your receipts of mailing.
A Yes. Exhibit "B" are the receipts for certified mail.
Q Exhibit "C" contains the return receipts, is that correct?
A Exhibit "C" contains all of the return receipts; all
and
the receipts were returned -;-,j all marked correctly, excel t,
I believe, the one that I told the Court about.
Q I understand that. The Court takes notice of the fact
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that there was an inventory filed in this case and therE
was a computation for Inheritance Tax made.
MR. DONALDSON: I might suggest to the Court that
I have here the original Letters which I believe should
be placed in evidence.
THE COURT: Let's have them marked as Exhibit
"D".
MR. DONALDSON: I wish at this time to offer in evic ence
Exhibits "A", "B", "C" and "D" .
THE COURT: We will make them part of the recor< .
"
The Court will make the following Decree:
AND NOW, April 1974, upon consider-
ation of the foregoing Petition and pursuant to the
provisions of Section 3102 of the Probate, Estates and .~ . ~ . '
• .f • •
_ Fiuuciaries 1Cpde, , ~t <~s ~ndere'9-an~ dec·r,e~d l.t~ha t the
· take • . ·. ·.. • · . . -1 •
Petitioner /.·.-·the ·se\/eral antiques .listed and valued in
the Inventory at $245.00, together with all cash
' \ t • ..... j ,J remaining after-. payment .. of.·c~s.ts, on account of her
family exemption_, and i~t··is fut'ther ordered and decreed -\. ...
that the Petition as presented shall in all respects ha e
the same effect as a Decree of Distribution after an
accounting by the pers:onal representative, and the
Petitioner is excused from advertising the grant of let ers
and from any further accounting.
We are going to announce this estat ,
even though notices have been sent,out in the halls of
-·------------.-----------------------------------------------------------+-----
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Courthouse, just to make sure that no one might be out
in the Courthouse at large who might be interested in
the estate of William L. Neal, deceased.
MR. DONALDSON: Might I suggest, Your Honor, that
in addition to the proposed Decree, that the Executrix
file the necessary papers with the Inheritance Tax
Department.
(At the direction of the Court, off-the-record
discussion was not recorded by the stenographer)
MR. ZERMANI:
(Court Crier)
THE COURT:
Your Honor, I received no response.
Is anybody in the Courtroom other
than Mr. Donaldson interested in the estate of William
L. Neal?
( NO RESPONSE )
5
THE COURT: Hearing no response, the order here n-
above set forth shall be signed by the Court.
It is the understanding of the Court that Mr. Donaldson
the attorney for this estate, will file a form of
Debts and Deductions in due course.
MR. DONALDSON: I have the same ready now, Your
Honor.
THE COURT: I will sign your order right this
minute and that will conclude this matter.
(Proceedings Closed)
' ~--------------~----------------~--~·~·------~-~------~--~·~--~·--~------------------4------! ,i: ...... :.l -. ...
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I hereby certify that the proceedings and evidence
are contained fully and accurately in the notes taken by me
on the hearing of the above cause, and that this copy is
a correct transcript of the same.
Stenographer -
IIi ~ The foregoing record of the proceedings upon the hearin~ .... a: 0 ~ of the above cause is hereby approved and directed to be filEd.
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF
WM. L. NEAL,
Deceased.
)
(
)
NO. 63-71-1022
N 0 T I C E
You are hereby notified that Margaret D. Neal has filed her Petition for
Settlement of Estate of a Gross Value not Exceeing $5,000.00 and has requested the
Court to permit her to apply· the value of the several antiques, appraised at $245.00,
on account of the sums expended by her in the payment of bills and the Family Exemp-
tion and the Court has, by Order dated March 8, 1974, a copy of which is enclosed,
together with a copy of the petition, direct e.d notice to you to the effect that if
you have any objection to the granting of the petition you will file the same, in
writing, with the Court on or before .April 15, 1974, and further that the Court will
consider the petition on the 22nd day of April, 1974, at 1:30 o'clock P. M.
March 11th, 1974.
In the Orphan's Court of
. ~as~gton County, Pa.
Exh1b1\ ...•..•..•............
[!ate~?-?., J .1.1.1: ..•. · . • • • ·
~a.cqueHne Hammond, Official Stenographer
/ Form. No. RCC-62 (6:70) THIS·FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER .10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 18111,/
EFl"ECTI=E l.u;'_UARY 1, 1962. (fiLE IN OUPUCATE WITH COPY OF WILL ATTACHED) ? 3-? I-( 0 :2. :;2_.;
OFFICE OF THE REGISTER OF WILLS
County of .. W~SlUtiGl'QN ............. .
. . . ~:Q.Gml' .. P .•.. m;AL .......... · ................... of . 9-M>. Al.l.i.~QQ.. Av~nue,. .washing.ton, .J?enna .... -15301
(Name) (Addreae)
being duly --------Slvo~n---------------------.according to law, deposes and says that~e is the --------~~-~~Y.tX.i~---------------------------------. (Extc., Adm .• Legatee, Etc.)
of the estate oL .. Rm ... L ... .NEAL, _______________________________ whose last reside~ce was.. .. A4Ji .. AlJ..i..s.Qn..Av.en.ue. ..................... .
· (No.) (Str~el) · .
______ F.,~-~-~~-1!--~-~-~-1!-.L .. ~-~E-E-.~-~---------·deceased, and that the whole of the estate of said decede~t, who died __ .Q_<;_tg.Q_er .. J., .. l.9.7l (Cicy, 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 TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
.. J
N 0 NE
: ~·.t . ' . .I l .. .. . .. J . . :.. . . 1:. .... _ ' .. ' . . . t·-·
()
Personal Property
West Penn Credit Union -_Balance 9.14 c
41 Shares Allegheny Power System, Inc. Stock @ 23 1/2 963.-50 .0
'69 Dodge Pelaro 2 Dnnr Ant-nmobile 1,000.00 D I( •
HOUSEHOLD FURNISHINGS: .
$ 60 •. 00 ( d:., ' Dining Table ' .. ..
.. ~-
wash Stand 35.00 .
Bureau 50.00 "' '· ''
3 P:i.c.tures -.J., 15.00
.
B_ed ' 50.00
Anti-aue 1chair ·" .. 10.00 ' l ..
Desk & Chair 25.60 . ... ·245.00 0
' l
_, -· ~ '' ,, ' . ' . . ' . . -
(J -TOTAL -------------2,217.64 ·.J,.
. '
NOTE: You may expedite the processing of this return by filing with it, and as a part of the return,
letters ·from financial institutions or mortgage holders, ·certifying to amounts on deposit or owed by the
decedent as . of the date of death. Such letters must be signed by a responsible officer ·of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account · at the date of death and the type of account, account number and the exact name or names in .11111111111111
which the account is registered. · ' •
Jointly Held Property .. Estimated Value -. ..., .-..._
·' . ·' ... ~ ..;..,.
-
..
. .... N 0 N E 9
I
...
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6
Transfers within TWO YEARS Prior to Death
N 0 N E
·o
That at the time.of death there was no safe deposit box registered ih decedent's individual name, or jointly with, or as agent or deputy of
another, or in decedent's individual name, with right of access by another· as agent or deputy, with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Pittsburgh National Bank Wm. L. Neal & Margaret D.Neal Wife
Washington Office 1 Washington Pa.
-
BENEFICIARIES
RELATIONSHIP SURVIVED AGE OF LIFE
BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO. AT DEATH OF IN ESTATE -. .. . forth this fact.) DECEDENT .. .
MARGARET D. NEAL Wife Yes .... -Legat:'ee
446 Allison Ave. Washington Pa. ..
DALE NEAL Nephew Yes Legatee
277 Grand Ave. ;
I
Wellington, Ohio 44090 \J I • . i
GAYLE ROSE None Yes Legatee
3ll Sunset Drive
Salina, Kansas 67401 I '!' '· '.
E.LSIE NEAL \ l • ~ Sister Yes Legatee
550_Hashington Aye. . ' . v. '.
Carnegie Penna
_NESBIT NEAL Neohew Yes l.F'!'tl'l f"pp
_15~28 ;"•
383 Atlanta Ave.,Pittsburgh,Pa.
ED WALKER None Yes Legatee
Box 6, Julian, .Penna.
MARY WAlKER None Yes · Legatee
Box 6, Julian, Penna. '.
RESIDEN_T.:DECF;DENT DEBTS AND DEDUCTIONS CLAIMED
NOTk,-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
Funeral expenses paid $ $
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses •
Counsel fees •
Fiduciary commission •
OTHER DEBTS AND CLAIMS
(*) See Note below
'
.
. .
Total
Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater
or less than the estimated amount claimed and allowed. . . /JYl_ .. ·J.!:· .... '~4 .... · .... P .... '.· .. ~.. . ... _ .. L ... · ..... .
Subscribed ~nd sworn ~o be_fore me this ... l6.th.............. ///f( :_ ~ ~ ,, · Executor-~·.
,: · d / ~ {-· December 19 71
..... -~· ~. · •......... ~ay 7J1l·~ .............. ~ \)~~~~. ~~:af~o~:~r~:~~ ...... ~~~. ~n.~~~~~~Y~~~:~;/ ................ .
. . . . . . . V-<1\0.""-:'.,ir .. 1-,.J.! ................ -~\}\"!~ .• : ·'tl·as\\'~9 1,\af· 2'
', .. f ~ast·i·-.<:\~~'·. .-.. "-""'s ........ Washing. ton~ P.enna •. -15~01-.... · .. · ..
. -· ~~ r~ (Ctty or 1·own and State)
J.n the event that any future interest in this estate is transferred in possession or enjoyment to collatenll heirs of the decedent after the
expiration of any estate for life ot· 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.
REPORT OF T!J.li9R¥GISTE
I, the undersigned duly elected Register of Wills in and for. (_U/. ~~-~~tb~~~~C?'?~~ County, Pennsylvania, do respectfully.
, xcept as to those items where a greater or lesser amount
ser amount represents the su·m allowed as a deduction.
report that I have allowed debts and deductions in the amounts claimed by depone
is set fort~ in the last column to the right in said schedule above, which greater or
Dated: ............................................ · 0. 0 ••••••••• 0 •• 0 •• 0 •••••••• 0 •• 0 ••••••••••••• 0 ••••••• 0.
· Register of Wills
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Form No. RCC-62 (6-70)
~\No ........... Year .... .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.......... Yl!!!· .. J;.~ . ~~:L ................ .
Deceased
Late of t:h~ .. C.ity .oj:. WAs.'t\ingtott ....... .
County of ..... washing.ton ............. .
Commonwealth of Pennsylvania
. REPORT AND APPRAISAL
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RCC-81 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
MARGARET D. NEAL
(Executor ::IKK~)
IN YOUR REPLY PLEASE
REFER TO 38-21 3-8
Inheritance Tax Division
In Re: Estate of __ W:..:...:I::.:L::.:L::.:I::.:A.::..:M.:........::L:....:•:..___::_NEA==L:..__ ___ __::_ _____ _
WASHINGTON County-File No. 63-71-1022
Dear Mr. Neal:
You are hereby notified that the-----=o-=r-=i:..~:g:t:i:.:n:::.:a=.:l=-----------
appraisement in the estate of Wm. L. Neal·--
has been filed in the office of the Re_gister of Wills of Washington
County on September 25 , 192!, Said appraisement reflects the following
valuations:
Real Estate-------=---==-=--:-~--
person a I Property ____ ___::::.2_L,-=2-=l-=7-=·-=6:......4.:...__ __
Transfers ______________ _
Jointly Owned ____________ _
Total --------=2:.-J.,-=2=1_!_7~· ~64-=-----
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. Signed~~&. Date SepteiJlber 25, 1973
Title CHIEF APPRAISER
DATE OF DEATH: October 3, 1971
Note: This is not a bi II.
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of_NE_AL_..;_, ____ W_}f_. ____ L_. ________ DATE OF DEATH 10-3-71 FILE NO. 61-71-1022
(Last Name) (First Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values-~e~ for~~ o~posite~ea~h item in the last column to the right in SC?s "A", "B", "C", and "E".
Dated, September 25. 1973 ~ ~..d. J.O(?
INHERITANCE TAX PPRAISER t:;7
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do r·especi-
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 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
$ $ $ ______________ +----_
2.217 64
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities . . . . . . . . . . . . . . . . . . . $ -----~----
ESTATE TAX ASSESSMENTS $ ______ .!.__
2.217 64
None
2,217 64
I
FOR USE OF REGISTER ONLY
,.
COMPU:rATION OF TAX
Taxon$ ______________ +----
Tax on $ ----------------+----
Tax on $ ----------------+----Taxon$ _________________ +----
Taxon$ _________________ +----
2% @
5%
$> 0
$
$
$
$
$
. .. -.....
~ ... '-, ... '"·~ t··~ .....
f--~ Exemptions=========F==
Total Estate -----------------4---
TOTAL TAX $.
(~) As evidenced by Charitable
~ Exemption Certificates issued
• by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
BALANCE OF INHERITANCE TAX DUE
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 $ _____ .....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. ·
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Will
Administration ( No ...
IN THE
Year ........... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
WM. L. NEAL ....
Deceased
Late of. WASHINGTON
County of . lvASHINGTON
Commonwealth of J>ennsylvania
REPORT AND APPRAISAL
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COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
September 25 1973 DATE ·····································'································'·'·······························
DEPARTMENT OF REVENUE
B~E~P .. OF COUNTY COLLECTIONS
HARRISBURG. PENNA. 1 7 1 2 7
COUNTY ........... ~.~-~.h.;.~.g~9,.!! ... _ ............. .
63-71-1022 ~ ~0. ·····················--········"·-··························----·-·--····-... ··-
Whereas, .......... ~.~-~ ...... ~ .. ! ...... ~~-~~ ............................................................................................. late of ................. W:a.$..h..i.n.g.t .. o.n .................................................. .
in the County of ..... : ................... W.~$.h.i.ng.t.o.n ...................................................................... Commonwealth of Pennsylvania, having died on
3 rd Octobe 1 71 · d d d f tat the ................................................................................................ day of .................................... l' ..................................... 9 .... .. , seiZe an possesse 0 an es e
subject to Inheritance Tax· under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ...... F.r~:n.~.~.s. ..... L .. e..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 1n 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 Aaaet Values Made for Inheritance Tax Purpoaea
$
PERSONALTY: ·-., ... ' ' ... . ..
. -. . . '
See appraisment attached hereto: 2 217 164
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................ WASHING.T.O.N. ........................................... . County -,
t'""
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
WM. L. NEAL .................................................... :"'''""'''''''"'"':'"'""'"••: ............. jj~~·~~;~J:
Late of
~.
WASijJNGTON _ .......................... (~······ .. ··············· .. ········· .. ·········· .................................................... .
Date of D~~th, ...... 'J..~.~.~.~.~~ ... ~.~ .. t.: ... J.~7.J., .............. .
Appraisen'zeHt_Docket Vol., : ............. 3..8 .............................. ..
Page, .... ~.lJ.~.e. ........................ No ..... 6 .. 3.~.71~10.22.
Filed in Register's Office, .. §.~p:t .......... Z..5. .. , .. 19 .. 1.3 ..
Amount of tax dtte, $ .................................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,
Entered and charged,
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Form RC C·lO
OFFICE OF THE
REGISTER OF WILLS
J 1\
STATEMENT OF DEBTS
\
O<OU"IO" ACCQW<o '" ~ ·
THE SUM OF . . . . . . . . . . . . $ .~ ... Y.~'l~ ...... J .. .
AND DEDUCTIONS
OF WASHING'OON . COUNTY 9ult-~g4.\1-~ AND AGENT OF THE COMMONWEALTH
I
I
ESTATE OF WM. L, NEAL LATE oF the City of washington
DATE OF· FILINQ APPRAISEMENT -----------DAT!i OF DEATH _...JQ~C!.i..J,;tl,IO~b~e:J,r.._.JL.;,........_lo~..9z.L7..1.1 ______ _
DATE NO. OF NAME OF PAYEE TI. 'Jaf.MARKS U~ AMOUNT VOUCHCII
' -,-, ·~ ~ I .
Ralph E. Piatt Funeral Home Funeral 1 020
Union National Bank · T"oan 660
Russell Marinot Re2ister Letters Testamentarv 11
Edith L. Dague Notary ' 4
Russell Marino, Register Filing Inventory 3
Russell Marino~ Register Filing Petition 8 ..
I .i! James ·R. Donaldson Attorney's Fee 200
Mar2~ret. n Neal Familv F.xemnf'inn 1 500
.. .
·.
..
T Q T A L -------$3,409
COMMONWEALTH OF PENNSYLVANIA }
~~-88: COUNTY OF _WASHINGTON
I, --------.&:IMil:IAUlBu.GuA:uB:uE.._T.&.....DIL.o.·-&.lNEAJ&!£:1..1L,__ ______________ H£REBY CERTIFY. THAT. TO THE BEaT OF
• EDITH L. DAGUE, Notary Public
··' ~· ·washington. Washington County, f:n
My Commission £xplres Mar. ~6. .
SfATEMENT OF DEBTS, FUN£RAL EXPENSES AND EXPENSES OP'
80
10
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00
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00
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August 17, 1964:
LAST \{ILL JUm TESTAl·:ENT .
I ma.ie this Ifill for the Purpose of naming :my wi-fe, Margaret· D. ·Ne:il.,.
Executrix of my Estate.
I bequeath all my Cash, Realty and other Belongings to ·:nw rrife,
Margaret D~ Neal, ~dth the following exception:
Neal Antiques as noted_ on the attached list •.
l-1y J.ast \"Jill and Testament made this seventeenth day of August, 1964.
9. 1 4
963.50
1. 0 0 0. 0 0
245.00
2. 2 1 7. 6 4 *
0•00 *
14020•80 +
660.•10 +
1 .3 .• 0 0 +
4•25 +
3•00 +
8•00 +"
200•00 +
tSOO•OO +
~409•15 *
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r~eal Antiques:
Drop Leaf Dining Table ,_
Dini~ Roc:>m· · ·
.. 1.. • • # • ' :
Wash Stand -Dining -Room .. :: ... ~
Bureau -Front Bedroom '.~ .. ;-
Pieture above Mantei
Front
(Aunt Ellen)
_Bedroom
Grandfather and Grand.r.lother Neill-, s·
Pictures Front Bedroom
Bed Baek. Bedroom
Antique Chair (From Ledge
Desk and Chair -Den
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Dal~ Neal" .·
Nesbit Neal
Nesbit Neal
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•J '" ~::' :: SENT TO •· ~ 'f !• !I •. ;.;.1 ~.: ,.li 1 ~-1fCA ;;
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RECEIPT FOR CERTIFIED MAIL-30¢ .(pii.JS
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P.O., STATE AND ZIP CODE ' .· • • ~~
LSalina; ~Kansas 67~01 · I r
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!, (S;e·· other side) 1 ·ps Form. " NO INSURANCE COVERAGE PROVIDED~.: l
·:Apr: 1971 3800 · 'NOT roR INTERNATIONAL' MAIL : ; .. GPo, 1070 o-•07-408
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RECEIPT FOR CERTIFIED MAIL-: 30¢ (plus postage) ~
SENT TO ' I i
Mr. Nesbit Neal
STREET AND .. NO.
383 Atlanta Ave.
P.O~ STATE AND ZIP CODE ,
Pittsburgh, Penna. 15228
OPTIONAL SERVICES FOR ADDITIONAL FEES ' 1
RETURN ~--1. Show_ s 10. whom and date delivered ............ 15q
ECE T ... . With delivery to addressee only ............ 65¢
R IP 2. Shows to whom, date and where delivered .. 35¢ SERVICES With delivery to addressee only ............ 854 t
DELIVER TO ADDRESSEE ONLY ........................... : .. : .. , .... : ........... , ... 50cl
S~ECI~L DELIVERY (extra fee required) ......... , ......... , .. , ............. ·--· I.
PS Form. 3800.Jc NO INSURANCE COVERAGE PROVIDED-(See other sideJ
Apr. 1971 NOT FOR INTERNATIONAL-MAIL o GPO' t8700·387·4""
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RECEIPT FOR CERTIFIED MAIL--:30¢ (plus postage) ·•
SENT TO
Mr. Ed Walker
STREET AND NO.
Box-6.,
P .0., STATE AND ZIP CODE
. (See other side)
0 GPO: t870 0-387-A_Be I
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