HomeMy WebLinkAboutOC1971-1162 - ESTATE OF MONTGOMERY,,
.,'_J-.j ~PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
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Te~tate Form.
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Estot~of ..~~~J~.J?.~...M9.~.qQ~BX ..N.¥.lfA ~Y'+E
6r.ANQ.HE...MQ.W'l'.QQMERX;.
Deceased
No.~l9.~L.Qf !.~.'Zl~.
FiduciaryQ.~~.il MA-'-N.t.lp..~l.~'!.
...Exec:utor..
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Decedent's death :NQy.~m.p.~~..~.,l~7.1.Grant of Letters.~.:NQY:~W.p.~;r...l§~l.~.7.J,..•.....................
This is'the ~'--.:r.~:t!~.(;t.~'--n~l account fi led in,this estqte
.If there have been fo~mer accounts f'iied in this estate,list file number or number and term......................•.............
Name of surviving spouse N9.~.y~.v."'Y:'=p.,g...~.p.Q.'IJ.~.f>~...
List issue,where material:Not material•.
Election to take
Under or Against will.(cross out one)
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Date Election Place of;
Filed .None...fi~ed Record .II
Did decedent marry after execution of will?(indicate)XJat:No.Any children born after execution of will?(indicate)
bx No.If answer yes,name them ,.
Legatees .Relationship Interest Fiduciary,if deceased or not sui juris
CECIL M.(N.>.DANLEY Son 1/4th Sui Juris
PAUL DANLEY Son 1/4th Sui Juris
MARY LOAR Daughter l/4th Sui Juris
BETTY PLANTS Daughter 1/4th Sui Juris
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List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause:I
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No exceptfons.o
If partial intestacy,'give facts:
No partial intestacy.
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 noticeof the filing of the accQunt
and of call of audit?0 Yes.EO,
If any exception give caus.e:"',..NO e.xc~.ption ,.
File copy of Notice .
and date of moiling C.artified..r.ace.ip.t..and..not,1.ce...a.t-ta-0hed..t ~~~J.~g f!!/~/7.ga .
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Is estate subject to the filing of a Federal Estate Tax Return?N.Q••:F.ederal..Es.tat.e..~.ax..•........................
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $:.NQne ~.
If the Will makes any portion of estate subject to q life-estate,give name and birth date of life tenant .
....N.Q...l.if.~e..s.t~.t.e .
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.
All creditors from whom the ~xecutor has received notice of claims
have been paid in full.
.......
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.
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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:
$Non'e .
$..6..64.7...4.2 .
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If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value>;
Balance for distribution is in cash.
Affidavit to this account
Certified mail
Total additional credits (Subtract)
Balance for distribution
1.00
1.52
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$.6•.642..90..
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If Family Exemption claimed by Petitio'n,give place of Record:...N9...F.mni~~...ExamP.ti.an..is...cla.imed.•.......
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.Nona.~ela1me.d .
List any advancement or distribution on account that has been mode,and nature and amount of some:
No advance distribution.
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:
CECIL N.DANLEY,Son
PAUL DANLEY
MARY LOAR
BETTY PLANTS
,Son
,Daughter
,Daughter
One fourth residue
One fourth residue
One fourth residue
One fourth residue
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COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly ~~Q~:n.doth depose and say
that the facts set forth in the foregoing petition are true
to the best of b1.e.knowledge and'bel ief.
.............S»!orn to and subscribed before
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me this 7..:-::day of S.e.pt.em.b.er 19..7.2.•
Signature of Officer.....~;t1o:t.-~•••(£.f(~.
Title of Officer..J10.t.~..fuQ.l.:i.9.....................•.....'".
Office expires J1a:r.c.h..8,...127.6.~,.-".
And your petitioner will ever pray,etc.
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Estate of..~LLIE...BA...MQm:'.GQ.MERY..._...•
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Deceased
Fiduciary_"9.~£~)·N.!._.P._'!nl~y~_ _.
Exeeutor
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PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary wi II submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph 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.
John .J.•...H)Jgb-.~.~At.t~;~~y .......~.................-..
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.::---_..-----.:--------------,------)""-,To:FROM
~.Betty L.Plants
255 Monte Street
-Seaside.California 93955
.JO!;lN J.HUGHES.",:'i AT,rORNEY AT LAW
'...J'203 MAIN STREET
..CLA..Y;SVILLE,PA.15323t~:~t\~\'11'.)~412)663-7788
SUBJECT'NellleB,.Montgomery a/k/a Nellie J31anche HQrl.~'b~eI7IDATEAugJ1f!t25.3972
.No.1162 of 1971 '..~;\~i..'i(';~~t!l~:e1~
,v ,.{:'.1\r "r ~'.i H~,::••,~C\'e j ~.I t
You are hereby notified that Cecil N.Danley,Execlitor or
Estate orNe'UieB.Montgomerya!Jrla,Nellie B~,~che Montgomery,
deceased,.has filed hisPirst and Pinal .AccoulJ.t at the above.
number and term ot the ,Orphans"Court of Wash1'.'bgton County,
Pennsylvania.which account has been placed on the Audit List
and will be taken up before the sai4,.court ofWEDNESDAY,S~PTa1BER
13,1972,at 10 Ofclock,A.M.,atwh1ch time you m~present
yourself at the Court House 1n Washington:,'Pennsylvania,shoul'd
you so desire.
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~~~urs.~ohn~hes ~
Attorney tor Accountant
Enclosures:Cow ot Will
Copy ot Account
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,RUSSELL MA-R-j~N1@':_,..'_..
REGISTE:R OF WILts
WASHINf.;T$N CO.,PA.
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Mrs.Mar~\A.Loar
l~6 BIrch street Space 35
Seaside,California 93955 '
a Nellie
.-..."f'".,.--",":;-."...~FROM
(1 :tJdH~t--i·~J.HUGHES..~c.""""
j"ATTORNEY AT LAW'
":>'~203 ,MAIN STREET
p i1~"~YSVIi.LE,'PA.15323
(412)663-7788 '
You are hereby notified that Cecil N.Da~ey,Exe'9utorof
Estate of Nellie B.Montgomery a/k/a Nellie B~~c~e Montgomery,
deceased,has ,filed .his First and FInal Accoun~.at the above
number and term of the Orphans'Court-of Washirigton County,
Pennsylvania,.which account has been placed on'the Audit List
.and will be tG.ken up before'the said Cour.t on \¥EDNESDAYj~EPTEMBER
13,19721J at 10 o'clock,AZM..at which time you may present
yoursel.f at the Court House -in Washington,.Pen~sylvanl'a,should
you so desire.
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Enclosures:Copy of Will
CoW of Account
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JOHN J.HUGHES
ATTORNEY AT LAW;<....,203·'MAl NSTREET~.......:__..i ~
,;.;CLb\YS\l.ILLE,,PA.15323
<(412r663-7788
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JIr.Paul L.Danley
162<.East P:t'ospect Avenue
Washington,Pennsylvania 15301
FROM -...~..,"~,.',__c _
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SUBJECT'Nellie B.Mont,omerz s./kls.Nell1e Blanche HQnti~""71DATE AUgUst 2$.]972
.No.,1162 of 19 1 OUi'.Estd;te'l1H
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You are hereby'notified ,that Cecil N.At)tJliJi~··~UgJf~rof '
Estate of Nellie B.Montgomery,a/k/a Nellie l?lal1cheMontg9mery.
deceased"has filed his First and Final Account,',at the above ,
number and term -of the Orphans'"Courtof;Wash1nsiton CountY,i'
Pennsylvania,whlchaccount has been placed on the Audit·List
.and will be taken up before the said Court of w:sDNESDA'Y_SEP~m
13.1972,at 10 o'clock,A.M.,at w.icht1me yo~may present
yourself at·the Court House in Wash<tngton,PennsWlvShla,'sh6li1dyousodesire.
Enclosures:Copy of Will
Copy ot Account
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":.'72 OCT ,12-Al1 :9':~149 "
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RUS SELL iJ,,\i,IN0
REGl STE R Of WILliS
WASHINiiT0N CO .•PA.1',..{
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15323
"Fo:Hr.Cecil N.Danley
106 Wayne street
Claysville,Pennsylvania
JOHN J.HUGHES
f1:7 .~~$R.NEYASTT LAETW,,:',J,,~03:MAl N RE
ClAYSVILLE,PA.15323
li ~l1A ,-i ::.ft.S(4~2)663-7788
SUBJECf:NeJ.l1e B.Montg.""....,.n/k/n hlUe ~f:lli;lllliaHOD~eJ'71DATE Aupst 25.1972
No.1162 of 1971 .ZJ.lIW'1 ..:~Jl.:.t~te .
"!\..";;~,..f
Y ou are hereby notified that Cecil N.Danley,j'.Executor at
Estate or Nellie B.Montgomery a/k/a:Nellie Bb~fiche Montgomery,
deceased,has tiled his First and Final Accoun~at the above
number and tem at the Orphans';Court ot Washington County,
Pennsylvania,which account h~s been placed on,the AUdiji List .
and Will be taken up before the said Courton WEDNESDAY,SEPTEMBER
13,.1972,at 10 o·tclock.k.M••atwht-ch time'y,(ju may p:resent·
yourself at the Court House in Washington,Penhsylvania,shouldyousodesire.
Enclosures:Copy of Will
Copy ot Account
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t72 OCT I?AN 9 SO
Russe LV:'~NO-'C .
Rf:G'ISTER Ot WILLS
WASHINt·.TON CO.•PA.
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Cttnttttttnu1Utalt~nf tlltuusyluauia,t
1ltlIas~iugtnu Cttnuuty,\sn:
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
on the 18th.day of November A.D.u7 1 ,before 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
Nellie B.Montgomery aka Nellie Blanche Montgomery
late of Claysville in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Cecil M.(N.)Danley
the Executor in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office pr,escribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
Cecil M.(N).Danley
committing unto him the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring him
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 hereunto set my hand and the seal of said
Office at Washington,this 18th.
day of November .in the year of our Lord one thousand
nine hundred and seventy-one
~~..
Register
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'"Form'No.15 (1968)~2
Will
Washington County Bar Association
Washington,Penna.j
11juntlItU un~wrntumtut
I,NEUIE B JiLQNT.GOJlJEB.y.,
of 1Q.Q Y1.?:m.~s..t.r..~.~.t..,B..Q.r..Q1U~b.Q!Q.l~y:..s.y..ill.e.~Y!l.a.s.b.ing.t.Qn a.O.:un.t.y..,.P..e.nna ,
being of sound mind and memory and understanding,do hereby make,publish and declare this to be my Last
Will and Testament,in manner and form following,hereby revoking any will or wills heretofore made by me.
First.I direct that all expenses attributable to my last illness and funeral be fully paid and satisfied,as
soon as conveniently may be,after my decease.
Second.I.give,devise and bequeath all the residue and r~mainder
of my estate,real,personal and mixed,of whatever kind and whereso-
ever situate to my follovdng named childred,share and share alike:
CECI~fil.DANLEY,So:;t,ClaJsville,Pa.
PA UL DANLEY,Son,Washington,Pa.
1~RY LOAR,Daughter,Seaside,California.
BETTY PLANTS,Daug...~ter,Seaside,California.
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I do hereby make,constitute and appoint my son,CECIL :M.DANLEY,
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to be my executor of this my Last Will and Testament
IN WITNESS WHEREOF,I }ffiLLIE B.MONTG01illRY the Testatatrix
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above named,have hereunto subscribed my name and affixed my seal,the Second (2nd)
Signed,sealed,published anddecIared by the above named NELLIE B.NIONTGOMERY
in the year of our Lord one thousand nine hundred and sixty-nine
in the presence of us,who have hereunto subscribed our names at her
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request as witnesses
Last Will and Testament
,and of each other.
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,as and for her
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thereunto,in the presence of said testatat r ix
day of September
(1969).
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1\ffiltuuit (@f 1£xrrutnr (@r i\~mini!itrutnr
@ltntt-.of Jt.ltltBylunltin.t BB:
<nOUltty of BnB~iltgtolt \
Personally before me,the undersigned authority,a .in and for said
County and State,appeared CEC.IL M.{.N•.)DANLEY who,being duly
sworn according to law,deposes and says that he is the executor or administrator of the estate of
NELLIE B MO'Nm.OMERY deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of.NELLIE....B.......MQRTG.OMERY...,
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 Administrator.
Sworn and subscribed before me this :...l ",/7
day O.f ~I~~y.!:-..Y.l 9 .?~.......{!£..~dg 27..:..&!..~~.._.ii,~=:~:;~:rt~;:;:;~;;:~~...INSTRUCTIONS Executor-_-"..
.My Commission [wires M"r~hrP,H171l·h'h h f .fl'1.An Inventory Ulustoe··llH~awIt In tree mont sater appoIntment 0 persona 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
lIuueutnry aub l\ppraispmeut of the goods a~d chattels,rights and~~r~dits which
were of..NELLLE .B MO.N.~G.OMER'Y Jate of .O,~a:y.s.v.il1.e .
Washington County,Pa.,taken and made in conformity with the above affidavit.
PERSONAL PROPERTY
DOLLARS CENTS
Checking Account #466-1033 in name of
Nellie B.Montgomery in Mellon National
Bank &Trust Company,Claysville Office,
C~aysville,Pennsylvania
Savings Account #062-300036 in name of
Nellie B.Montgomery in Mellon National
Bank &Trust Company,Claysville Office,
Claysville,Pennsylvania
GROSS ESTATE:
37 37
8,846 09
8,883 46
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,}55:
The within named Accountant being duly sworn according to law,depose and say that the above account
as stated is true and correct as he verily believe.S.
Sworn and subscribed before me this ~!~.
day of JlJ!."X 1972 .
........."./l!':~~~?.~f!L~.
,Notary l'ubJic,Claysville,Washington Co:
My.Commission Expires March 8,1975
19.i2!.
.~.~.....-.7:t~....-....-..,....
Register of Wi~ls
I do certify that I have given legal notice to all persons
concerned of the filing of 'the within account in the manner
prescribed by Statute and R~~of Corrt,as evidence by proofs
thereof filed to No fI..3.::.Zil::.3.3 .
Witness my hand an official seal thiS.__.~.~....__....
day of .....--.\.A.~\oVo~~
Washington County,ss:
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The Court is respectfully requested to determine
proper distribution i~s e.staL.
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
RE:ESTATE OF )
(
NELLIE B.MONTGOMERY a/k/a )
NELLIE BLANCHE MONTGOMERY,(
)
DECEASED.(
FIRST AND FINAL ACCOUNT
Firat and Final Account of CECIL M.(N.)DANLEY,Executor
of the Last Will and Testament of NELLIE B.MONTGOMERY a/k/a NELLIE
BLANCHE MONTGOMERY,Deceased,late of the Borough of Claysville,
Washington County,Pennsylvania.
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To Inventory and Appraisement filed:
"Personalty:,$8,883.46
Real Estate:None
$8,883.46
To Gain over Inventory and Appraisement:
Accrued interest on Saving s Account
#062-S00036 299.23
Refund on plane ticket 145.00
Hospital refund 42.00
TOTAL ASSETS:
10.00
347.38
1,021.19
294.70
85.00
2.Ferrell Funeral Home -Funeral expense
3.Claysville Cemetery Association -Inte~ent
4.Catherine WaJker -Witness on Will
5.S.White's Sons -Monument
6.John J.HUghes,Attorney -Advances:
a.Letters Testamentary &3 short certificates 19.00
b.Adv.in Washington County Reports 14.00
C.Adv.in Claysville Recorder 12.00 45.00
Accountant claims following credits:
1.Paul-Mortuary -Seaside,Ca1iforni.a
Balance due on Funeral
7.Russell Marino,Reg.of Wills -Filing
Inventory and Appraisement
8.Russell Marino,Reg.of Wills -Filing
First and Final Account
9.Cecil N.Danley,Executor -Executor's Comp.
10.John J.Hughes,Attorney for Accountant
TOTAL CREDITS:
R E CAP I T U L A T ION
TO!'AL ASSETS:
LESS CREDITS:
BALANCE FOR DISTRIBUTION:
3.00
16.00
450.00
450.00
2,722.27
$6,647.42
..•
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•
,Washington County Reports
Washington~Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with tJhe Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.3,paragraphs (3)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 offici~legal periodical for said Washington County,published weekly
having 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:
December 2 9 16 1971...................................................1 1 .1 .
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.
• ••••• •• •••• •••••
MONTGOMERY.NELLIE B.,a/k/a ~I
NELLIE BLANCHE MONTGOMERY,Dec'd.
La t e of Claysville,WashingtonCounty,Penna.Executor:Mr.Cecil M.(N.)Danley,
106 Wayne Street,Claysvi,!1e,Pa.
15323Attorney:John J.Hughes,GlaYllville,Pa.15323
1
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the~"'':::'~of "'",IIid.",..to th''{Jl;;';jJ;;'',?!!p~
M··········..······.w".~1•...••••.••••.~.-----..:.--j.F..dit~
Sworn to and subscribed before ~__----
........l.2.tb day of Q.~£.~IT!.~~..r...,19 l..!: .
~~u_r2jk",~
JOSEPHINE T.SCIAMANNA
Notary Public.Washington,Washington Co.
My Commission Expires July 1,1974
~lt tq~Qtnurt nf Q!nmmnn Jl~an nf Dfanqingtnn Q!nunty
®rp4ann~Q!nurt minininn
In the matter of the Audit of Account in
j
Estate of NELLIE B.MONTGOMERY a/k/a
NELLIE BLANCHE MONTGOMERY,decease •
TO THE AUDITING JUDGE:
No.1162 of 1971
Enter__----"mo!!.ye1-appearance for_---'A=-'c::....:c~o=_=un=t~a=n:..::t::....:.~_
N.B.-Counsel sh'all,by separate pape,r,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 concLse state-
ment in that regard.
,19..7..2....
F I LED,
NO.,-----===:::;;:'72 OCT 12 AN 9 50
In re Audit of Account in Estrote of
RUSSELL MARINO
REGISTER OF WILLS
WASHINGTON CO .•PA.
AUDIT
'ra~rip~fnr App~araur~
FOR
Attorney
~2
'------
26-3i
The Claysville Recorder
Claysville,Pennsylvania
PROOF OF PUBLICATION
In qompliance w.ith the Newspaper Adver.tisang Act of May 16,1929,
P.L,1784,Paragraph 3,Sub-.para,graph~25.
Commonwealth of Pennsylv ia,'0 ,6 of W(ilShington,SS:
Per30naUy ~ea.red be.!,re7~~otarY/~'bliC in and for said County
on.state ~L _,~--,~".~IY 7"m
acc:ord·ing to 1awu:(F€"and says that he is the ~~
of the Cla.y,sville Rec9 del',and its agent in this behal·f;that the a.bovenamedper,son is(the pub}jl~her of The C1a.y-sville Recorder,elStt!lJbli.shed
June 15,1888,weekly newspaper of general circulation,plinted and pub-
.1:ished and having its place of bus,ines;;!lJt ,ClaYSJville,Wal,hington County,
PenI1Js,yiLv,ania,where it hws been esta.bJilsihed and published continuously
for more than 5ix months prior to the publioation of the notice hereto
attached;that the printed notice or ad'Vertisement hereto attached is a
copy of an official advertisement,official notice,lega1 notice or legal adver-
tisement ex;lrotly as prtntect or publi'Shed in The ClaysV!ille Recorder in its
~.
"EXECUTOR'S NOTICEI.Estate of NELLIEB.'~IONT.
~'GOMERY a/k/a NELLIE BLAN
eHE MONTGOMERY deceased
late of the Borough'.of Claysville
Lett~(Il,testamentary upon the
'
Iabove estate having been'grant-
ed to the undersigned,notice is
hereby given to those indebted
thereto to make 'immediate pay-jimentandtothose,having claims'lor demands to present them for
f.ettlement.
Mr,Cecil M.(N.)Danley,
I Executor
106 Wayne Street'
.Claysville,Pa.15323
,Tohn J,Hughes,Attol'l~ey
Claysville,Pa,15323
I
i'
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN •
ORPHANS'COURT DNISION
I
NELLIE B.MONTGOMERY,a/k/a No.1162 of 1971
(
)
(
)
(
)
(.
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(
HEARING ON AUDIT
JOHN J.HUGHES,Esquire,of Claysville,Pa.,
representing the Accountant.
The Honorable RICHARD DiSALLE,J.,
Specially Presiding.
Estate of
INRE:
~NELLIE BLANCHE MONTGOMERY,z
0(>~Deceased.
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:cIII~BEFORE:
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.J~APPEARANCES:
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and the,attorney is John J.Hughes.
.,
as Nellie Blanche Montgomery.The Executor is Cecil M.Danley
!Ii~TIME:
II:oll.
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I-~THE COURT:ou
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WED.,September 13,1972,at 10:00 A.M.,EDST
The estate of Nel~ie B.Montgomery,also know
MR.HUGHES:If Your Honor please,I have here the signed
Audit Petition.All parties in interest have received notice.I have
the letters.And the entire balance for distribution is in cash.
THE COURT:Is there anyone interested in the estate of Nelli
B.Montgomery,also known as Nellie Blanche Montgomery?
l
II
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THE COURT:The audit is marked closed.
( AUDIT CLOSED)
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I hereby certify that the proceedings and evidence
are contained fUlly and accurately in the notes taken by me:m the heartn
of the above cause,and that this copy 1s a correct transcript of the sam •
The foreqotnq record ofthe proceedinqs upon the
hearing-of the above cause Is hereby approved and directed to be filed.
By the Court,
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ESTATE OF
Nellie B.Ilontgomer;y a/k/a
Nellie Blanche Montgomer;y,
deceased.
No.6~1-1l62
In the matter ofthe First and Final
Account of CecU M.eN.)·Danley
Executor
ADJUDICATION AND DECREE
And now October 11 ,19-'l2.-,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof of the.balance for distribution in the hands of the Accountant is determined to be
$b,b~.90 and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of disribution hereto attached and made part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
BY THE caURT:
.s~~~/
SCHEDULE OF DISTRIBUTION t:/
Balance per account _
Additional.credit asked at audit
Balance 1
Deduct Clerk's Costs &Receipts _
Attorney·_--:J~O~hn~Ju.~Hu~g...hl!!lle~s--------------
Russell Marino,Agent,transfer ~ritanc.tax,$)68.36
Interest from 8-2-72 to 1O-~72 4.56
CecU N.Pa.nley,son,1/4 residue,cash..
Paul Dan1ey,son,1/4 residue,cash,
Mary war,daughter,1/4 residue,cash,
Betty Plants,daughter,1/4 residue,cash,
$6.64h.90.
No balance
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~N THE COURT OF COIDlON PLEASeFvJASHINGTONCOUNTY,PENNA.
~RPRANS'COURT DIVISION
NO ..'6~_7'_"h?
~.>:''1
ESTATE OF
~,1 ,\NEILIE B.MONTGOMERY a/k/
NELLIE BLANCHE MONTGOI1ERY
DECEASED.
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JOHN J.HUGHES
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ATTORNEY AT LAW
203 MAIN STREET
CLAYSVILLE.PENNA.lS323
'''"70/
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ESTATE",TAX '
and 94 100---------1..----------dollars
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
2 %Tax on $_
RECEIVED THREE HUNDRED"SEVENTY-TWO
Cecil M.an1ey -Excr.
From:ATTY.J.J.HUGHES
Address 203 MAIN STREET
CLAYSVILLE PENNSYLVANIA 15323
File No.63-71-1162 Date of Death 11-2-71
Date of Payment XB.X October 18 1972
NELLIE B.MONGOMERY
Name of Decedent UI1XIXIXXDWXXXXX
Coul')ty _.:_....:.W:.:AS==H.:.:I::.:N~G::...:T:..::O::.:N'_=____1
6%Tax on $6,139.69
150/0 Tax on $_
%Tax on $_
Estate Tax,Act of
May 7,1927
TOTAL TAX CREDIT
$
$368.38
$
$;
1
$iI
$368.38
Remarks:
MJR/
d,.r},
less five percentum of tax if
paia within three months after
date of death
Plus interest at the rate of
~%from 8-2-71
Dateto_--=:.=..:::..:::....-_
·$--------·IIJII
$__---=:!:4..!...~56~__.ltll
$==3=:7::=2=.==94=====mTOTALAMOUNTPAIDSEAl
38-223-9NOTE:To be delivered 10 ICIllpayer
Received by ""':;~~a.I.!~~~~~~~=~~------'-11i~OTE:In accepting the transfer inheritance tax 'on future estates,prior to the death of the I'
lenanl or lenanl for years,as evidenced by this receipt,il is understood thai Ihe Commonwealth s II
nol be precluded or prevented from hereafter assessing additional Inheritance tax 01 Ihe death of 3e.",..;.J.~~~~~:::::::::.~_/:_;;.,J,.,jU~~~~___.~;;:;_-'-IUI
life lenant or lenant for years whe.never il app~ars Ihat such additional lax may be legally due on L m.
collectible for any reason whatsoever.I>
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
In the matter of the First ~nd
Final Account of Cecil M.(N)
Danley,Executor
ESTATE OF
NELLIE B.MONTGOMERY a/k/a
NELLIE BLANCHE MONTGOMERY,
DECEASED.
)NO.63-71-1162
(
)
(
)
(
PAY TRANSCRIPT
We,the undersigned residuary legatees in the Estate of
Nellie B.Montgomery,deceased,do hereby acknowledge receipt of our
respective shares according to the Adjudication and Decree of October
11,1972 in the above estate,and do further release and discharge the
said Cecil N.Danley,Executor,from all further obligation therefor
in the administration of the above estate.
Cecil N.Danley,son,1/4 residue,cash
/ /
1,562.24
1,562.24
10 II L/1;7 b
Paul Danley,son,1/4 residue,cash(.90 cf C ffUA-(!,/
Mary Loar,daughter,1/4 residue,cash
Betty Plants,daughter,1/4 residue,cash
IN THE COURT,OF COMMON PLEAS OF WASH!OOTON qo,~NTY,PENNSYLVANIA'
ORPHANS t COURT DIVISION"
.,.",i,
,,-,'
.,.•
ESTATE OF
NELLIEB.MQ!n'GOM1!}RY a./k/a '
NEILIE'DLANOHEMONTGOMERY,
DECEASED.
)NO.63-11-1162
l('In the'ma~~or or the First 'and
Final AcoQunt of Ceoil M.(X)
)Danley,..~~cutOI'',
(,i"i,'
,,;
PAY TRANSCRIPT.-
W."'theUn~Grsignod r.~lau~legatees in'the Estate ot
Nellie B."Montgomary,:-¢eo'e8.sa.,~'i:ido,:J~.~r~b1l;aCknowledge"re~eiptQt ,DJ;W
.,.,,''f ,,''",}':--,\:'i;~:':":'"oS "",,',,"'"",",'""':,,, "
respeottveslilir~;3 89,?-9rd1ng to 'tltG Adjudicattohand D,~OreEJof:Oetober:"
11,1972 in 'the abo"iTo'estate,and dor-urthe~~.leaae"an~di$oharget~
,'.'~:.'.'
Paul Danley,,80l).,l/4.resldue~cash
.:~'f"
said Cecil N.,,Danley,Executor,'t'rom·tu.l;'furth~:r()b11ga~lontheretcr
in the adm1nistra'tl~nor the above estate.>,".
."
Cecil N.Danley,soo,1;4 residue,c'ash 1,562.24
-'.....;--------------
..
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Mar$'Lpar,da~hter~l/4 residu&g oash":,.
,".\.
..(-i...,-
Betty 'Plantsl)daughter,1/4 re~ldue,oa;sh,
i'l
,.
"
r-------------.~----.---------------------------------
Form No•.R~C-62 (4-71)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSET.SUNDER 110,000,UNDER SECTION 701.OF ACT OF JUNE 1"~1.1,
EFlI'EC'I'IVE lANUARY I,1982,(FILE IN DUPLICATE WITH COPY OF WILL ATTA<;:HED)
i/. .,-.~3-7/-/)fo
OFFICE OF THE REGISTER OF WILLS
\OTASHIHGTONCountyof ,.., ,..
......9~.~~~..11!..<.J!~.>..PAI~.................of .~.q9 .J~~YP:Q .;:1.1!N.~t I ..Gl~.y.sY.111e.,..P.enna.
(Name)(Ad4retlll)
being duly .according to law,deposes and says that he is the ~~_O_u.t_Qr _
(Exec.,Adm.•Legaree.Etc.)
of the estate of !{.m~_~~~__~_~_J1_QN~Ql~BX whose last residence was __g_~~l~Y~~!~J!_J.~_~OO_~.Y.;t..Y~X!1.~_
(No.)(Street)
------------------------------------------deceased,and that the whole of the estate of said decedent,~ho died _!IC?!_~p_Qr g.L_~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 TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
Nmm.
.
,1
.
No Value
Personal Properly
.....-............""II •J}}lhh...,n~~1t'1 nt'lYnA nor
"rn."~b Fl ..Mont.ttnmAl"V in M",1'rwl N!\+.-·~nt:l'
'RtH'll/'R,.-fi'~11 f:l~l"!nmT'\n nv rn ~,1A 0f'f"1~.A "
f!1 1'1'"~"1'1 l'~.....1r''lto ",4 n ?'7A ~7
J.MUA
So.virm:s Acoount #062-500036 in name of
Nellie B.Montgomery 1n Mellon National
nBank&Trust Company.Claysville Office.
Claysville,Pennsylvania 8.8lJ.6.09.m.o
-
TOTAL:8.883.h.6 .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
\which the account is registered.x
----,.-----~---------------------------_.__.._----_._---_._~--..-..__.-"
Jointly Held Property Estimated
YaJue
-,
T\T.o~-
-
"---
No Value
Transfers within TWO YEARS Prior to Death
WONH!
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
NONE.
-
BENEFICIARIES
t
es
t
t
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
CECIL M.(N 1 nUTT.w.v ~on YAA one-~~Tnt.AT>
106 Wayne street
Claysville.PennsYlvania lC;~2~
PAUL DANLEY ~on Voa:one-f'n"l'ri':'h -t n+:.co,...coa
Prospect Avenue ..
Washington.Pa.
MARY LOAR -.:.co,..V ......8 r,nA_",..+:""....""8-1146 Birch Avenue
Seaside.('!~,of f'n-ran,of 0 '-IO('-I~i.,
BETTY PLANTS Dau....l...ol---YAQ c,nA-~i-,j.
Seaside ('!~,i A •!:II
y
"'",r 1
RESIDE}JT DECE;DENT DEBTS AND DEDUCTIONS CLAIMED
NOTE:List first"five items in the spaces so provided observe notations thereon and instructions,,
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
~EGISTERONLY
Funeral expenses paid $$
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses •
Counsel fees •I
FiduciafY commission •
OTHER DEBTS AND CLAIMS
(•)See Note below
•1..,.
.
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.
Subscribed and sworn to before me this .Is/..CECIL .N•..DANlEY.,..Exe.cutor.....(Ezecutor-Administrator)~
........8th day of ,July.,1972.
(SEAL).
........./$/..G9.I).~.t~p.G~.Q•..T.ayl.Qr..
.106..Way.ne ..stree.t .
(Street Number)
.G:J-.~y'~:l,[;i,ll~.~..fa•....15323 .
(City or Town and State)
..~~~~~~.~~~~.~~~~OU~I.'~i.n.gd::::~'..1.~~.~~~.~~~.~~~~i~~.~~'>-.--J.'I,<,.~a-<,b..,~:-:~~.~~~:'~~~e.~~~:9i.S.'~in conformity with law on this
.....~R ..D.~.~.
ApprAiaer
In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after the
expiration of any estate fOI'life 01'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 THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount
is set fortll in the last column to the right in said schedule above,which greater or lesser amount representsthe sum allowed as a deduction.
Dated:.Register of Wills
..
..
F
~...,
Form No.RCC-62 (4·71)
WillAdministration INo.. . . . . . . ...Year .....
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
NELLIE B.MONTGOHERY a/k/a
..~ELLlE .l3LANORE.MONT.GOMERY,....
Deceased
Late of .O.lays.v 111e .
County of ..t:l~.s.~~.~ton....................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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Form RC C·lO
OFFICE OF TIoCE
..AG~STER OF WILLS
OF _...!--__-....--'-COUNTY
AND AGENT OF TIoCK CO~~ONWEALTIoC
STATEMENT OF DEBTS
AND DEDUCTIONS
'<0""""'•cc'i:1Q1 4
THE SUM OF $...........
IO-fo-7Vo~;..
ESTATE OF NEI.r.TE R.MONTGOMERY L.ATE OF CJ aysvi 11e
DATE OF FILING APPRAISEMENT DATS OF DEATH _
DATE NO.OF
VOUCHE"NAME OF PAYEE REMARKS AMOUNT
•
Monument
Interment
atherine Walker
•White's Sons
CIa sville Cemeter Assn.
ussell Marino He.of
ussell Marino,Reg.of
Hu hes
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
I,CECIL N.DANI.Ey HEREBY CERTIFY.THAT.TO THE BeaT OF
MY KNOWLI!:DGE AND BELIEF,THI!:FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL.EXPENSES AND EXPENse OF
ADMINISTRATION SUBMITTED TO THE EST"TE OF NELLIE B.MONTGOMERY DECEASED.AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.
DAY OP'
.Notary Public,Claysville,Washington Co..
My'Commission Expires March 8.1976
SWORN AND SUBSCRIBED I!l<!'FORE ME THIS 8TH
JULY le~(~{L 0'9Erl:
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In the matter of :bhe Audit of Account filed in the Estate of
DeceasedNellieBlanche
1\/
t .IN ~HE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA.
)0."of death II -02 ''''1
\No,]971-]'62 ,Term,19,A.A.
)Dock"3$.~~3.-9Montgomery,Nellie B.
TO THE AUDITING JUDGE:
Enter my 'appearance for the Commonwealth of Pennsyl~an1a,claiming tI"ansfer inheritance tax in the above estate,as follows:
DR.
To apPI"aised V1alue of Estate:Realty.........$
Personalty _$<&~--'Z;L:D~~3:.-=-,_-!.f'~6~_,
Additiol1!al Assets per Account,Subject 'to Tax _,$_
Additiona,l Assets per Audit,Subject to TlClx _$_
GROSS VALUE _ _ --.-.-$._
CR.
Debts IClnd Expenses per Account;see Note
Additional Debts and Expenses per Audit
)
I
)
$--------
$------
$-------
$-------
$-------L .__..__....
$--
TOTAL DEDUCTIONS,$ _
NOTE:The following credits claimed in the Account are
held not deductible as against the tax:
CALCULATION
Gross V,aUue _ .
]7/-8'-'"L
c.
-
Less Deductions _ _..
Clear Value _ _.-~._lti{4-.-----
)(p 'l "h-~~
-----------------_._-~TlClx-----
able
at )15%\£I
$-----
'~~/J~$----_._._-----
TAX PAID ON ACCOUNT
$------
Total Tax _.......... __......................._____.--,..,
$--_._--
$------
$-------
$--_._---
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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
CECIL M.DANLEY
(Executor~
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
38-223-9
j
In Re:Estate of __N_EL_L_I_E_B....:..._M_O_N_T_GO_ME_R_Y-:a~/k...::...:.!..I-=a=--_
WASHINGTON Cou nty -File No.__6.=:...3.=:...---'-7~l_-~,1.=l-=.6-=2~__
Dear Mr.Danly,
You are he reby noti fi ed th at the_--"'o'""'r.....i~g:l--"i!:-'nc!.:a~l:!<-_
appraisement in the estate of NELLIE B.MONTGOMERY
has been filed in the office of the Register of Wills of--lllW""A~S)J:H1..JII.J;N)UG.;t.T.l.JOUJN~-_
County on July 20 ,19~,Said appraisement reflects the following
valuations:
Real Estate _
PersonaI Property_~8~.~8~8:!..>3!!.J.L.:4E6!!!....-_
Transfers _
Jointly Owned _
Toto I ....:..8=..;/~8=_=8::...::3~.!_'4::...::6~_
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 JUly 20,1972
Title APPRAISER II
DATE OF DEATH:November 2,1971
Note:This is not a bill.
I
RC~«39 (~68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHf1RITAN<;E T~X .,SUMMAR};:
RESIDENT DECEDENT
'..'~,:.,-/'"'~~,.~.".';:•'I •I~I -),~.\••l'~
sr...;...:"....~'. "
Estate of·KON:lGOl-1ERY..NELLIE B.a/kaDAT~OF DEATH ]]-2-7]
(Last Name)'(First Name)(Initial)
FILE NO.63-71 1162
REPORT OF INHERITANCE TAX APP~AISER
I,the undersigned duly appointed inheritance tax APpraiser ill and forthe County of--!:W!:!::A:!!S:l!lHI..-.NIo1SGuTO~NL-_
Pennsylvania,do respectfully report tJtat I have appraised the real and persQnal property as reported in the foregoing return at
the values set forth oppo~e each item in the last column to the.right in Scedules"A","6","C",and "E".
Dated:July 20,1972
REPORT OF rUE REGISTER OF WILLS
I,the undersigned duly elected Reg~ster of Wills in llnd for....,...County,Pennsylvania,do respect-
fully report that I have allowed deductjOl1s in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column (0 the right in Schedqle "FH ,which greater or lesser amount represents the sum
allowed as a deduction.
Dated:JUL 20 19uRIJSSFLL MAi,/NO .REGISTER OF WIL,.LS
A 'RA~At::.
8,883 46
NONE
8,883 46
$
8883 1.t6
8,8S3 46
NONE
8,883 46
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$-.,...-.,...-----+--
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint -Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on'$---....-+-_.,-..~
Tax on $-_--4-_....~
Tax on $--------..f,--.....5%
Tax on $10%
Tax on $15%
~~ptioos •
Total Estate -.,...__---l"--_
TOTAL TAX
COMPUTAtiON OF TAX
$........._...-----..-~-
$------~--$........,--,..,..,.--~-+--
$----...,..,.,...--+-,.,--
$------~--
$-------.......,-
(*)As evidenced by Charitable
Exemption Certificates issued
I>y 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 $~__---,.-Jt=...'Add interest at rate Qf 6%from .___--'-_to $
AMOUNT OF ESTATE TAX ASSESSED .$..............--'-.........~--1~.
Estate tax paid $,L 'L
IlALANCE DUE $..----....J.
Add interest at rate of 6%from
.to TO'fAL 'fAX BALANCE :=:'-=--=--=--_~-_-_-~-I~..
PAID $-....Jt=
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Registerof Wills,for proper reason,
same should be notedbelQw,with short explanation,
WAdill ...l No ..mInIstration ~
IN THE
Year .
.,
,..
MATTER OF THE APPRAISEMENt'
OF THE
ESTATE OF
'NELLIE B ...MONTGOMERY·Deceased
Late of ....CLAYSVILLE
County of.WASHI.NGTON
Commonwealth of Pennsylvania
REPORT AND'APPRAISAL'
/'
Fonn RCC-2
MPA£TME~~T OF REVENUE
BUREAU OF CO'oNTY COLLECTIONS
•HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
•'l
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ....K X....July......20.,......1.9.72 .
COUNTY W~~..IN.G.T.QN .
FILE NO Ji..~.~..7.1.~.1.1.6..2 :: .
Whereas,~~t!I.E B.•....MON.TGOMERy a/k/a·········..late of ·.·..·CLAYSVILLE '"
in the County of J'lASHIN.GTON Commonwealth of Pennsylvania,having died on
the s.econd······················day of ~.Qve.mber 19..?ti seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,DOMINI.c.R ·DeMARI.A ··.·,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoaes
$
PERSONAL:
SEE COFY ATTACHED TO APPRAISEMENT R RR~A"I
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Having been duly sworn according to law,I do herebY~ertifthatthe above appraisement is made in con-
formity with law on this .."o?G~.day of ···········v·;.."';CT ,.~;;'". .19/co.Z..,.
dl/k:..i.T'.~~.
Apprai8~r
:·::::::·::::::·:·:···:··7;>(;;h7:·~N:t::~t.~~et):....('(Poat Office)
,
........,Penna.
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
~~J:~l.h.~9.~':I.'G.9l.1~RX.~/lVt;t,.
Deceased.
Late of
.~A.X$Vl.J,.J..,.~.
Date of Death,.·11-.2-.7T .
Appraisemeilt Docket Vol.,38 .
Page,2.23~9..n••••••••••No J~.3~71.~.1..1.6..2
Filed ilJ Register's Ofjice,.July..20 19 7.2
Amount of tax due,$;.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,,..
Wrote abOiut Appra.isement;:; .
Appeal f1'om Appraisement}n nnn n •••••
Entered and charged,..n.n n.n .
'"
~
...
...~
~lulr of 'ruunyluuttiu {
Q!.ouuly of lIun4iuglou }nn:
"I •I.,3Juurulory uull l\ppruinrmrut of the goods and chattels,rights and credits which
were of .~~~.:p~;,..~.f!~1.9.~f.~q'O~~1$R~.late of .C1.a.y.~v111e...
103-7/-11&~
.i\ffibuuit ®f txrrutnr ®r i\bmiuiatratnr
CENTSDOLLARS
Washington County,Pa.,taken and made in conformity with the above affidavit.
Personally before me,the undersigned authority,a in and for said
CECIL 11.(N.)DA~lLEY .County and State,appeared _ - - _ _ _who,bemg duly
Il~c~~i~a~r1G'fu.fim!es and says that he is the executor ~r administrator of the es-
tate of _ _ _ _ __.".'._.'deceased,that the forefLn~schedules constitute.a
complete inventory and appraisement of the real and personal esllfe or..~...~.:...~?~~!.~~!~..,
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 Administrator.
Sworn and subscribed before me this }
day.of 6th.J:••''tr.19 72 '..../S/..CEC.IL..ll•...DANLEy : ........uwo",........Executor-Admini~~
(SEAL)...../S/..Const.ano.o...C•...T.aylo.r....................w .....'
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 Oopies 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
PERSONAL PROPERTY
Chocking Account #466-1033 in name ot
Nellie B.J.~ontgom.eI7'in Mellon 11ational
Bank &:Trust Company,Claysville Office,
Claysville,Pennsylvania '37 37
Savings Account #062-S00036 in name ot
I~ellie B.ltontgomery in I·tellon Uational
Bank &:Trust Company,Claysville Office.
Claysville,Pennsylvania
GROSS ESTATE:8,883 46
.00 T
37.37
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POSTMARK
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POSTMARK
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(See other side)
11 GPO:18100·387-""••
l-30~((plus postage)
CERTIFIED MAIL-30~((plus postage)
REC~IPT'FOR CERTIFIED MAll-30~((plus postage)c
----
PS Form 3800 NO INSURANCE COVERAGE PROVIDED-
Apr.1971 NOT FOR INTERNATIONAL MAIL
OPTIONAL SER ES FOR AD 1TI0NAL FEES _1-----;=-:--.:'"'T1-<:Slh'-;owtJ~o""iiwfiiihom and date delivered ..__.._lS¢
RETURN ~.th delivery to addressee only 6S¢
RECEIPT 2.Shows to whom,date and where delivered ..3S¢
SERVICES With delivery to addressee only 8S¢
DELIVER TO ADDRESSEE ONLY __ _SOd
SPECIAL DELIVERY (extra fee requi red)_ .
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RETURN ~1,-Shows to who-and date del'i-ve-re"'"'d-..-:..- -lS¢
RECEIPT With delivery to addressee only ....._6S¢
2.Shows to whom,date and where delivered ..3S¢SERVICES With delivery to addressee only 8S¢
•DELIVER TO ADDRESSEE ONLY -:-.._ _ _SOdQ_._-----------,-_SPECIAL pELIViRY {extr9 fee re!IIJiredl ...."...".__......._
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