The URL can be used to link to this page

Home My WebLink AboutOC1968-0012 - ESTATE OF PATTON---------.--"'\.~.,-::,.---,-',------~~------,------.,.----------;.,-------c------------~"'1 .I C!!ommouUtra1t4 of ,rUUBYlnaUia.}ss.'IIa.a~ingtol1 monntg. KNOWj\LL MEN BY THESE PRESENTS: on the 3rd day of October Josephine M.Dougl~s Whereas,at Washington,III the County aforesaid (66A.D.19 ,before me,' ,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 Vivian D.Patton late of·Borough of Speers in the County aforesaid,deceased, (a true copy whe~eof is to these presents annexed),was duly admitted to probate;and Norma B.Houseman the Executor III said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Josephine M.Douglas grant these LETTERS TESTAMENTARY,unto the said Norma B.Houseman ,Register as aforesaid,do committing unto her.the administration of all and singu'iar the goods and chattels,rights and credits,which were of said deceased,and requiring her to exhibit a true and perfect inventory thereof into the Regist~r's Office,at Washington,within ninety days ·from the date hereof,and to render 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·h~?ve hereunto set my hand and the seal of said Office _a_t Washington,this 3rd day of October'III the year of our Lord one thousand ".:nine ,hundred and Sixty-six. II I I: ,> =s~ ,i ~I ! +-t ,i ~-' ! /~ :=~ ~! :lJ ~ a 12:1 i fTl:lJ ~ II.r , oc::5S: .~0 01 j (;)C.I):0 Eofi i -jC/') +-t i Its:l III 8J ftiJ::2 Ill' I-<! ;~~~ ~0( r- p..!i ~3:Iv S l-i i i(/).! :!E5; III 1 :::>-. 'ts:l AI ~ r'--::.;: ~ i r-z , ~i .: (/).0 ~I .! i.:l +-t <i +-t Hi ! .. c.."~~!•i ...... >1 I ..... !iii ! " .•1.., • W ILL---- I,VIVIAN IhPATTON,widow of..Edwi~D.Patton,deceased·~:.~.pf. Maple View,in the Borough or~Speers,W'ashi'ngton County,:Penns~lvania,\ •••p..••.....II being of sound and "dispos-ing mind ana.memory,hereby m'ue,.declare· v and publish t~is to -be my "Last -WTIT ana""Testament,revoking any and 'all former.Wills by me heretofore made: 1st.I direct that my just debts and'funeral expenses be promptly paid. 2nd.I give,devise and bequeath all of my property and estate of whatsoever nature and wheresoever situate to my two daughters~Betty Beazell Jeffrey and Nirma B.Houseman,in equal One-half (1/2)shares and proportions. I constitute and appoint my said daughter,Norma ~. ;., Houseman,to be the Executrix of this Will,and I authorize her to sell any or all of my real estate at publi~or private sale and to m~e,execute and deliver proper lawful deed or deeds theretoI'. WITNESS my hand and seal at Charleroi,Pennsylvania,this 7th day of October,1953. __V.-iV..-·1_·an~,.;;;,D..;;.._P;;..a;;.t;;.;t;;.;o;.;;;n~_--.;.__(SEAL) Signed,sealed and by the Testatrix published and declared to beher.Last Will and Testament in the presence of-each of us,who,at ..' • t her request,witness the same: Pavid M.McCloskel Elizabeth F.Keating " Charleroi,Pennsylvania• Charleroi,p'ennsylvania. ·, ',j ~!.....i.....""OJ~Ii ~i !~~~!I ""~ f ....i "'3 0...i I ~'<I!~I ~!I t:t:lII l:l...'.t en ~~"ti-l I "ti-I I ~...N ~....-,. '"1!..,-'.a '"i "":l ~J I '"i .~!........!-.0 j:.I !I jIIIII " 1\ffibuuit (@f fxrtutnr ODr Allmiuistratnr t;tatr of prnuuglnania.f Ull: Q10untg of llIaslJingbm ( Personally before me,the undersigned authority,a No.t.aJ:y.Publtc in and for sa:~d' Oounty and State,appeared .Norma B.•....;JIm,ISeman._ _ _who,being,duly sworn according to law,deposes and says that she is the executor or administrator of the e~t~te of Viv1a.o D Pat.ton _deceased,that the foregoing schedules cqri~titute a ...I complete inventory and appraisement of the real and personal estate of....._.V.lv1.-.n._.D..,Patt..OIl , deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures oppotite each item of real land personal estate in the foregoing schedules are determined and stated by the l~ndersigned 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 JItlmil~/ da~_o!-_~o~~~~~~~~~~~~~~:~~t~,,=~~~~___}------------------E~~;~t~;:~---- 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 Oriiginaland 2 Copies and 2 RCRI-33,Over $10,000;including Copy of Will;1 Original and 3 Oopies and,2 RCRI-33,Over $50,000,including 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 3Jntlentorg attil .Appraisement of the goods and chattels,rights and credits which '{!Jere :..Vivian D.Patton .Borough of Speers0/:-_.late 0/__ _~_ Washington County,Pa.,taken and made in conformity with the above affidavit. PBgONALTY: DOLLARS CENTS 1. 2. 3. 4. Social security death benefit Refunds -from Educators'Mutual Life and Blue Shield Refund check f:arom Columbia Gas CO.u.S.Series E Savi,ngs Bonds Q869320409E $25.00 Q869320410E II Q869320408E " Q869320407E It L172769778E $50,00 L172769779E It L172769780E " L172769777E It Ll72769775E 't L172769776E It L172769774E It L172769773E u L1727697718 " L172769788B " L172769780E " L172769786E " L172769789E .. L172769784E It L172769787E t.I Ll72769770E t.• L172769782E " L172769785E .. L172769772E " L172769781E .1 L172769783E .. L172769791E " Insurance May.1945 May.1945 May,1945 May.1945 Sept.,1944 OCt.,1944 Nov.,1944 Aug.,1944 June,1944 July,1944 May,1944 April,1944 Feb.t 1944 July,1945 sept.,1945 May,1945 Aug.,1945 March,1945 June.1945 Jan.,1944 Jan.,1945 Apl'il.1945 March,1944- Dec.,1944 Feb.,1945 OCt.,1945 13 .00 2 .10 .35 2,06 .78 ,,,?.t.': ..,.::... ,~',..~ ~:~.......~~,~.'~. ·.·.1,~..: ....':.~ !~~: • ',l '.'l~ .-\ ':;' " ,.1!' .....•... .'.. ; :' . r :,;~ .'", .•..:'1;".'..,..•••1t~~.J. ''I .'·.I~.:olIr-'.·,. .J.. :~. ;.........." .:. "..~ ~. ....:~ '" ". ,,.-~.~\~-\:;.~::;:~,~''':~ '. ":'~::: !". ~'.:.... ..-~"'~- ,:~'.~. .}.-; .::..;'j ~,.;I }~ :;..:. ...';' ...... ,.' .. ..' '.. ,.'., .~'. .',;;-,("~.~c.. 1t4', '.'.; '.'!:-,..j ,'-''\.;.~'. ','~ ",r - .,", ..•< ....,.~f: '" ,..: ,:'t~;...~:.:,I .. ":.-" ,",".''. ...'." :~',''~,. .',',.,'.''. ..,. . y ~.....:........ .' .., .:;-.~ (j~-..••..!:",'.--~ t~g \ ~~ "'1,\., ...~ ~;,.f', \.,1 "I <,.."...,:~ i 5 ....:: "..,.,.,'"",.,' ,.~-I ••f.'.,,,,"~~,', ~",:,~.,: ,\ :;::.-w".,:-""'~ The Court is respectfu Ilyrequested to determine proper distributio~inthisetate....%,. //~, ~"",t:; STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law,deposes and say s that the,above ac<::ount as stated is true and correct as.:...:......5.h.e ::. ...veriIy bel ieve, day of __:..:Q.~~~~~.~.19__..~7... ~__~$.~~~;.,no,,-.B__ NlJA CARRCHARLEROI"IN ON N My COM.MISS~~~OUG,'j,1~J!5%;::;PU8lfC EXP/flfS AlJGlJS ON COUNTY ,T19,1966 Sworn and s~bscribed be,fore me this ._._..2.5t.~;..... Washington County,'~s: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 Rule of Court,as evidence by proofs thereof filed to No._...__.I_~I._(....d:_fl.:..... Witness my hand and official seal thiS_..__~___ day of ~---.------_19_J!/..' .....~-_._~---------_.__.._--- Register of Wills o c:i ""'o ,!ol....Q) (3 o'<) it;o~,r:il ,'<:li~ i ~:.....'":"be '<:lQ)....dQ) '"Q)....i=lo .......::soo Q) .<::l.... o.... o.... PlI 12:12 ciZ I i~i'I '~, ~ ~ ~, ~i '1 ."••{a <. ." PRINCIPAL PERSONALTY The Accountant charges herself with Principal Personalty received out of said estate as follows: Per Inventory and Appraisement Per real estate sold and converted and transferred from Principal Realty $2,232.23 13,522.25 Total Personalty $15,754.4.8 INCOME PERSONALTY The Accountant charges herself with Income Personalty as follows: None Nov.6 West Penn Power Co. Dec.12 West Penn Power Co. 1967 Jan.5 Weld Sanitation 10 West Penn PowerCo. 10 Harold Schrock Probate of will $16.00 Death certificates 2 ..00 2 short certificates 2.00 Witness fee 15.00 Legal advertisement 12 ..50 Legal advertisement 7.50 Funeral expenses 1,242.70 Water bill 7.75 Perpetual care 80.00 Electric bill 2.56 Marker 185.00 E1ec.tric bill 1.15 Rubbish removal 3.00 Electric bill 1.79 Water bill 4.75 Electric bill 1.58WestPennPowerCo. Authority of Charleroi The Accountant credits himself out of the assets of the estate as follows: Josephine M.Douglas Josephine M.Douglas Dept.of Vital Statistics Guy Rogers Valley Independent 6 5 Rehoboth Cemetery 3 Authority of Charleroi 6 Washington County Reports 12 S.White Sons 1966 Oct.1 Feb. March 10 West Penn Power Co. Columbia Gas Co. Peppel and Meikle Electric bill Sept.to Feb.bill Painting house 1.89 81.25 396.00 8 West Penn Power Co. Apr. May June 27 3 12 1 14 20 Bruce Terminex Authority of Charleroi Accountant West Penn Power Co. Columbia Gas Co. Valley Independent West Penn Power Co. Columbia Gas Co. Valley Independent Columbia Gas Co. Termite inspection Water bill Preparation of income tax Electric bill Gas bill Ad for house Electric bill Gas bill Ad for house Electric bill Gas bill 20.22 4.75 5.00 1.74 23.54 5.10 .36 13.44 5.10 1.05 13.92 26 Valley Independent Ad for house 4.16 July 3 6 Mellon Bank Columbia Gas Co. Authority of Charleroi Principal and interest on open mortgage Gas bill Water bill 1,866.87 8.02 4.75 7 West Penn Power Co.Electric bill 1.10 31 John Weld Aug.8 7 Columbia Gas Co. West Penn Power Co. Authority of Charleroi Gate and fence Gas bill Electric bill Water bill 5.00 7.84 1.05 2.45 Oct. West Penn Power Co. 25 Notary Public Woodward and Bassi Norma B.Houseman Final electric bill Notarizations Attorneys'fee Executrix commission •50 10.00 8,11.61 8ill1.61 .-,. ,. •') Josephine M.Douglas Filing first and final account,inventory etc. Total PRINCIPAL REALTY 22.00 §5 ,7.{t.5.60 The Accountant charges herself with Principal Realty received out of said estate as follows: Per Inventory and Appraisement Less expenses of sale: Preparation of deed 1%Pa.transfer tax 1%Speers transfer tax Documentary stamps 1967 real estate taxes 15.00 140.00 140.00 15.40 167.35 $14,000.00 477.75 Net proceeds transferred to Principal Personalty INCOME REALTY $13,522.25 The Accountant charges herself with Income Realty as follows: None Washington County Reports ~tlli~ Washington,Pennsylvania (PU8LISHED BY WASHINGTON COUNTY BAR ASSOCIATION) ", Estate Notices The Register of Wills 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 hav- ing claims or demands .to present them for settlement to the Executors or Admin- istrators or their Attorneys. ••••• • • • •• • • •• • •• PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF.WASHINGTON ) STATE OF PENNSYLVANIA (SS. 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 official legal periodical for said Washington County,publis'hed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in t'his behalf;that the said WASHINGTON COl'NTY 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 adver- tisement attac'hed hereto is a copy of a noticc or advertiscment,exactly as printed or publishcd,which appeared in the said lcgal periodical in its regular issues on the following dates: ~=-........---:r:--,,~~'":":'-::----r ~-,it PATTON,VIVIAN,i>:,Dec'd;-.~- Late ;of Borough onS~eers,Wash-ington ',County,Pa..".4853Executrix:Norma~B.Houseman.Carmellil:Dr:.Baltimore,MarylandAttorneys:Woodward and Bassi,701McKeanAvenue,Charleroi,Pa. ....9..~.~.C?'!?~~...JJL.?.Q!....?.1.!....J,9f&......... 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 allegations of this affidavit as to the time,place and character of the publication are true.~---f!}--I£I-~ Sworn to and subscrib·~,l-J",~.o-=:-+=---- .?.1l~......day of.......tobeJ;...=._..,-1-90~~~~:~-;rbl;; Washington,Washington Co.,Pa. My Commission Expires November 1,1969 Proof of Publication of Notice'in the Valley Independent Under Act No.587,Approved May 16,1929,P.L.1784, as amended by Act.No.51 of April 24,1931,P.L.67 State of Pennsylvania County of Westmoreland }ss: Personally appeared before me William H.Pore,Secretory of Mon Volley Newspapers,Inc.,a Penn- sylvania corporation,publisher of The Volley Independent,who,being duly sworn,deposes and says that The Valley Independent is a daily newspaper of general circulation in Fayette,Washington,and Westmoreland counties,Pennsylvania,and elsewhere,published in the City of Monessen,Westmoreland County,Pennsylvania,that it was established June 28,1902,since which date The Valley Independent has been regularly issued in said county,and that a copy of the printed notice or publication is attached hereto exactly as the same was printed and published in the regular editions and issues of The Valley Independent on the following dates,October 13,1966 October 20 and 27,1966 Affiant further deposes and says that he is General Manager of The Valley Independent,a doily newspaper of general circulation,and as such is authorized to verify the foregoing statement under oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertise- ment,and that all allegations in the foregoing statements as to time,place and character of publica- tion are true.~.d 7.F ~ COPY'of NOTICE ""-'----),._.-_-(pa!> Letters testamentary on the estate oflVivianD.Patton,late of Borough of Speers,Washington Countv,deceased" having been granted bv the Register of/.WaShlngt,on Cou'nlv,notice is herebv giv-en to all persons indebted to'said es- tate to make immediate pavment,andtothosehavingclaimsagainstthesame to present them Without delav to Nor--' ma'.lB.Houseman,executor,4853 Car.,-' ,m'ella'"Drhie,,Baltimore,Md.Woodward I "and"Bassi,attornev,701 McKean Ave-, nue';"-Charleroi,Pa.I 1o......:10_;1~3,~~ CHARLES r.1.Its/Old;';Y"P.ub..ljc ,,'il: £.9oll00sen,'.:Jest~orelana (;".,I-'a. !'ij ecffim.,l:;gion EX.~lr~M,y commission expires ------~'~=~~":Z":;;_-·.,~;:_j'~Qn-IS_.':1"1-------~.~'"-""'('-L"'{ STATEMENT OF ADVERTISING COSTS: Woodward &Bassi,Attorneys at Law 701 McKean Avenue Cha r1eroi ,Pa,15022 TO MON VALLEY NEWSpAPERS,INC.,DR. For publishing the notice or advertisement attached hereto in The Valley Independent on above stated dates $+7_.-:,5~O.J---- Notary '.$ _ Total $4-7 -J-5>LO__ By PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Mon Valley Newspapers,Inc.,publisher of The Valley Independent,a daily newspaper of general circulation,hereby acknowledges receipt of the aforesaid advertising Ohd publication costs and certi- fies,that the same have been duly paid. MON VALLEY NEWSPAPERS,INC. Pd.10/13/66 Washington County Reports DE)txrH:"MEtl.'t.~ WashingtOD,Pennsylvania (PUBL.ISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON) STATE OF PENNSYLVANIA r SS. 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 official legal periodical for said Washington County,publis'hed weekly having its place of business at W'ashington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COl'NTY 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 adver- tisement 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:.\ 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 allegations of this affidavit as to the time,place and character of the publication are true. ~'r/u----@--I?t~ Sworn to'and subscrib~..l·.J..,~::;-;~+h;;:---- .?.1.t~.;day of tober..9~~~:~:~~b1~.". Washington,Washington Co.,Pa. My Commission Expires November 1,1969 Estate Notices The Register of Wills 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 hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. • • • •• • •••• • • •••• • PATTON,VIVIAN D.,Dee'd. Late of Borough of Speers,Wash- ington County,Pa.53Executrix:Norma B.Houseman,48CarmellaDr.,Baltimore,Mary~andAttorneys:Woodward an~BaSSI,701 McKean Avenue,CharlerOI,Pa. .. Is estate subject to the filing of a Federal Estate Tax Return?NQ ~,,~"."_."...•...,..,_.l:' Actual payment made on Pennsylvania Transfel:Inheritance Tax.Amount $.N.Q.n~_-. If the Will makes any portion of estate subject to a life-estate,give),e'!1e and birth date of life tenanL :.N9... ~"C·:4 ....._-_.________ __ __.--_------_-___--___.___--____-.--_. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: Woodward and Bassi (Balance due on money advanced for filing account) Total additional credits (Subtract) Balance'Jor.distribution $..1~.,~U8:6.a . $NQD.~. 2.50 :';'.:.....~.<: $Z•.50......................10 036.3~. --$,. l. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Cash ---- Testate Form ,/ PETITION.SUR AUDIT IN THE ORPHANS'COURT OF-WASHINGTON COUNTY Estate of y.tYJ~P:J~.~:.J~~.t.!:;9.~__..._. Deceased ~\ro tz 9J l9.68 A.A. Fiduciary NQX'm~B.•...H.Q!J.s:~m~n.,. ••••________ __ __I Date of Date of Decedent's death Se.p.t.e.mb.er 2.6..~19.66 Grant of Letters Q~.tQP..e.:r...3.9 .l96.6 :. This is the ,f.irs.t ao.d..final.account filed in this estate If there have been former accounts filed in this estate/list file number or number and term ~~~.~. Election to take Under ~Kwill.(cross out one) Date Election Place of; Filed Record :.: Name of surviving spouse NQAe _:'_ _ . List issue/where material: No~a B.Hou~~man,.Daughter Betty Beazel~Jeffrey,Daughter •J ··1".1 Did decedent marry after execution of will?{indicate}~~No.Any children born after execution of will?(indicate) ~No.If answer yes/name them ~_ __.__. ....._._" _-.--,:-..--_- - - - -_;,~;...:::.:"_ ---""!_--- -- -- --_. Leg.atees Norma B.Houseman Betty Beazell Jeffrey Relationship Daughter Daughter Interest Fiduciary,if deceased or not sui juris 1/2 residue Sui juris 1/2 residue Sui juris List/if exceptions to above: None If partial intestacy/give facts: None Adeemed:Revoked:Lapsed:·Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors.entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~. If any exception give cause:N~.ne..~. File copy of Notice -. and date'of mailing Mar.c.h 5.,~9.6a,:".......•...••.",,•.............". \' 1 _;-r,-'•.k. ..'\::...,.. No......_..._Jf 9_~.._....J9._QJt __..AA Estate of_....y.i.y.i.~n_..:P..~_..P_.~t1=_9.9.__._... Deceased Fiduciary__N.Q..~m?__J~~..__tl9_1J~_~ID~Jt,.__.._ Exectitrix PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conform ity with Court Rules adopted effective December 3,1951,being rule No.9:pa rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4,Proof of service of above. 5.Letters Testamentary or Administration C.T.A or an attest copy of WiII. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with accounf. 8.Certificate S~~httsn'S~~]lls:J9sll any of the funds for d1~'tHI5btfd>Jh]S:J)j~~from judiciaI sale of real estate. 9.Sign~r dnff it~miz~~q,~I,ections if any distribution in l~ind,:",IJ a'v'~J 89S!: 10.Copy of Federal Estate Tax returry if es- ~ate is sUbttJ1e,rr":1 'Woodward and Bassi ......__- --_-_--__:._~. Attorney' ~2 ,"">,." 1 v" ,1 'J If Fa'mily Exemption claimed by Petition,give place of Record::N~~.~_ _ . If Family Exemption is claimed at.audit,give name,relationship and basis for Claim:,N.Qn~. List any advancement or distribution on account that has been made,and nature and amou.nt of same: None 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: Norma B.Houseman 1/2 residue Betty Beaze11 ~effrey 1/2 residue COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, And your petitioner will ever pray,etc. .."~'!'""~~..0"~..~~'!'~T.-:-~~r~..,!'..!..'!'-r~~~!f""!!' \ .~...1..~~.d!..2~~.~~u Norma B.Houseman,Executrix ~~v~....,..._~~',{,,'~ Title of Officer N9.~~.!-"~..¥.~~J:..~~. •CHARLE:o~~~~~~~~TON,NOTARY PUOfficeexplresNr'\-(}M/I!lS ~~JliJl,.K'A-Ji'IT.r···••rpllJ;••• ,SION EXPIRES',GTON COUNTY . AUGUST 19,1968 being duly ~~Q.~~doth depose and say that the facts set forth in the foregoing petition are true to the best of ~~.~knowledge and belief. S~9.!'.~to and subscribed before .:.: IN THE ORPHANS i COURT OF WASHINGTON COUNTY,PENNSYLVANIA ,".~.. I I \ IN RE:IftA••'IVW1 D.t~.4eceUe4 NOT ICE No.D of 1.A.A.--"---.. You are hereby notified that the First and Final Account of the above-named decedent has been filed in the Register oof t-Ji11s·'Office in and for the County of Washington,Pennsylvania,on ~.16,1967. You are further notified that .fina1 audit of said account will'be made onM8ftd&, -'at ,*30 o'clock».M.in the Orphans'Court----., room on the third floor of the Washington County Courthouse> Washington,Pennsylvania,at which time you are entitled to appear and be heard if you so desire. WOODWARD AND BASSI . by /s/Lloyd W.Woodward Attorneys for Estate ..- No.12 of ,19~,A:A. In re Audit of Account in Estate of Vivian D.Patton -....... m (/) 0-103:=z 0:3:;W --=::<l:u..~o-.J f~-Ice::-'wll..!t--..-~~f t 0:::::>~--.~Q::W......c:: co~-~ AUDIT 'rarripr fDr l\pprarnnrr FOR Norma B.Houseman,Executrix Woodward and Bassi Attorney '~2 lin 'l~r @rp~anB'<trourt of lIaB~tngton ·<trnunty In the matter·of the Audit of Account in Estate of Viva,an D.Patton TO THE 4-UDITING JUDGE: No.12 ___-"0""'£'--__•19~,A. A. Enter --'o"-u=r<--,appearance for N_o_rm__a_·_B-=._H_o_u_s_e_m_a_n~,'__E_x_e_c_u_t_r_i_x _ :18th day of__--'M""'a=r"""""c=h'---,19~ N.B.':""Counsel shall,by'separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state· ment in that regard. ~ No ~~Of ,'19 ~.~..,A.A. In the matter of the First and Final Account of Norma B.Houseman, EXecutrix , i of Estate of Vivian D.Patton, Deceased "0 ...~.... !\~ju~iratinn an~itrrtt I.\'S111~1\dO H3J.SJn3U ON/(J'!f£.J r/3SSnCJ o...! o1 :6 HV'2:13 .~'VN 8861 '-9 ~a"••-.~~2 'U.j I'k:J ii o~----I~A .) . l 3Ju 11ft (@rpqanli~<!1nurt nf lIIusqtugtnn OIounty ESTATE OF Vivian D..Patton 'Deceased....................................-'.. No )..?-Of ,19 ?~,AA In the matter of the Fir.st.and.Einal . A f·Norma B.Housemanccount0}. Executrix I $.JQ~.Q~B.;Ji8 ?7l~~,~'1t,r'~~Io~ .AJQ·,·Q~6·;t3~~ ~~CLd $10,010:~38 26.00 ", ,",:) .' ... g SCHEDULE OF DISTRIBUTION+. ,. Deduct Clerk's Costs &Receipts ,_. ;, Bal.ance:,per a~count ",-. Additional credit asked at audit ~,qlanc~-::.:.::-. A~io~ney W9.9.g~~!.9:..~..J?~.9.~L ~. ADJUDICATION AND DECREE .And now M~t~h _..~l..,19..~~..,this matter come on,for hearing, audit and distribution at this session and testimony token;and thereupon,upon due consideration thereob tge galance for distribution in the hands of the Accountant is determined to be $)9.?.}~.~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 distribution hereto attached and make a port hereof,unless exceptions hereto be filed sec.reg..or an.,appeal be token herefrom sec.leg. Russell Marino,Agent,transfer inheritance tax, including tax due on individual liability of Norma B. Houseman (tax and interest $4.52)and on individual liability of Betty Beazell Jeffrey (tax and interest $11~63)$221.22 Interest from 12-26-67 to 4-1-68 3.50 '224.72 $9,785.66 Norma B.Houseman,.daughter',1/2 residue,minus transfer inheritance tax '($4.45)and interest (7~)due on individual liability for said tax,cash,4896.39 Betty Beazell Jeffrey,daughtejr..,1/2 residue,minus transfer inheritance tax ($11.45)and iriterest (l8~)due on individual liability for said tax,cash,4889.27 No balance Subscribed and sworn to before me this . In the case of securities of close or family corporations,the values reported.are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the l;lUsiness as may 'be pertinent to a fair and just appraisal of .the decedent's interest therein must be submitted.·It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a 'true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's 'death,or intended to take effect 'in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by.each transfe~ee and all other facts of a pertinent nature regarding said transfers.In th~case of transfers intended to take effect in possession or·enjoyment at or after death,there is also attached io the schedule a cOllY of the deed,trust agreement or other instrument creating the trust.Ther~is also set forth in said schedule a list of all property,real and personal,with its value,which passes :at decedent's death by virtue of the exercise by decedent,either individually,'orjointly with another,or'amy-'power of appoint- ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another, with a copy of the instrument creating sl,1ch power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached her'eto .and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of r.ecord of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent•. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or "to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and'claims owing and lmpaid at time of ~.death;taxes accrued charge.able for period prior to decedent's death.(except.those.allowed under Section 65i of the Inheritance'and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in s!:ttlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. vC....~~..;}.'.....2~· (Executor-~ .....48.5.3.C.~m.~.11~P..;-.1y.~_-.. (Street Number) ....;a.~1t;;.11A9..;:~.,M;~.;:yJ.~~.4 ?.!.?..?.?... (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data.and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. .. RESIDENT DECEDENT .j .~J4i~ ............WASHINGTON...~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT Of REVENUE BUREAU OF COUNTY COLLECTIONS !J~Zt/-,2"L COUNTY OF This return mus be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of ~I}e In\':1~rit/l.nce.an!i.E.st,ateTax Act of 1961.) IMPORTANT: f, Form RCC-33.... IN THE MATTER OF THE.ESTATE 'OF } • •AFFiDAVIT OF--------"-~;;;;'~~~~:-;;P,~~~~ll-.-..-----::::.a,.,.. Late of W~$.h~I.J:gJ;.o.n County ::.::r--::~::~;~~~:~~~~}'" ..............................................N.Q.~».'-RQg~.~m~n _. A~of the estate of the above-named decedent being duly sworn,depose and say Esecutor DecedentdJecI :S~e~.;~b.er 2~;;;.;),19..~~;){~ving a last will,copy of which is hereto attached.} Name and address of attorney or} other authorized representative to whom all correspondence should be mailed.. ....VJ.c.><:>.4.:t.'7.ca..:t::.4.?:~4 ~.~.~~.:i.:..,A~.~.Q.~.~.~Y.~~.~~~. 7.01..McKean..Avenue.,Char.1ero.i.,P.enns.y.1v.ania . That as such e~.e.c.y.t.Q.r.deponent is familiar with the affairs of said estate and the property con- (Ex",,,utor.Aclmini8tralQrl . stituting the assets thereof and their.fair market value. That at the time of death there was no safe deposit bux registered in·decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER 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 First National Bank Charleroi Vivian D Patton ...- -_. That the contents of ~~1d safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Sc.hedule A attaQhed h,ereto and made part hereof sets forth full v and in··detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encum~rances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,.rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in degedent's imme.diate possession,standing to decedent's credit in banks of deposit,saVings banks,trust ggmpanies,or other institutions,whether indiVidually,or 1n trust for any other person or persons giVing also separately the accrued interest thereon;'if any,down to the last interest day prior to decedent's death in the C&5e of saVings banks,and to the date of decedent's death in all other cases;all bonds,pQ~tal saVings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of any foreign country,which are owned at the time.of death;all wearing apparel,jewelry,_silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoe.ve.r kind or nature,left by decedent,together wi th the f/l,lrly estimated market value thereof;all bonds and mortgs.(tes held by decedent and of all claims due and pWing decedent at the time of death,and all promissory notes or other instruments in writing for the p/l,yment of money of which decedent died possessed,of whatsoeve.r nature,With interest thereon,if any,glvin~the face value and estimated fair market value thereof,and if such estimated fair market value be less than th~ face value,it sets forth briefly the reasons for such depreciation'as to each item;all m9n~Y5 payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment go"tracts ttle proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends rlue thereon and unpaid as of thEl date of death,bonds and a'ccrued interest thereon to the d&te of dece." dent's death and other investment securities oWned by the decedent ~t the time of death,With the market value thereof at such time. RCC-33a-RI •COMMONWEALTH OF PENNSYLVANIA 'TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF .DECEDENT.WllERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELA- TIONSHIP OF OTHER OWNERS. The real property located In the Commonwealth of PeDIISYlvanla should be described by lot and block number,street and street number,together with a general description of the property,with a reference to the reeord .of the conveyance by which the decedent took title;If a farm state number of acres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued interest on mortgages,etc., are to be Hsted on form RCRI-IO and must not be deducted from this schedule. (I).(2) i\.SSESSED VALUE FOR YEAR OF ESTIMATED DECEDENT'S MARKET VALUE DEATH (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) ALL those certain lots of ground situate in the Borough of -Speers,County of' Washington and Commonwealth of Pennsy1~ vania,known as Lots Number 234,235 and. 236 in the Maple View Plan of Lots laid out by the Ch~r1eroi Home Building Company and recorded in the Recorder of Deeds Office for Washington County, aforesaid,in Plan Book Vol.6,page 204;said lots being more particularly described as follows,to wit:. FRONTING Twenty (20)Feet each or Sixty - (60)Feet in all on the South side of Maple Terrace and extending back preserving the same width for a distance of One Hundred (100)feet. (I'.zeclltoZ'-Admlnlstratar must total column 1\0.2 and carry total to column No.1 InUSummary"on reverse Bide of Schedule D.)XXXX $14'OOO'O~~: 14,000.00 j •RCC-3,'5 .' COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal nroperty,such as bonds,treasury certificates,cash on hand and in bank, stocks,'mortgages,notes,together with accrued interest or dividends,.s~laries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT ESTIMATED VALUE MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space) 4 u.S.Series E Savings Bonds Q869320409E $25.00 May,1945 ~ Q869320410E "I-May,1945 Q869320408E I.'May,1945 'j Q869320407E 1,1 May,1945 L172769778E I.'Sept.,1944/ L172769779E 50.00 Oct.,1944 L172769780E Ii Nov.,1944 tI L172769777E 1.1 Aug.,1944 v L172769775E 1-'June,1944 ~ L172769776E II July,1944/ L172769774E I.'May,1944 v' L172769773E "April,1944 V L172769771E Ii Feb.,1944 v L172769788E I.'July,1945 v i.172769790E "Sept.,1945./ L172769786E 101 May,1945 V L17 ~76989E "Aug.,1945 V t/ L172769784E "March,1945 L172769787E I.'June,1945':; L172769770E '1.'Jan.,1944 / L172769782E 1,1 Jan.,1945'LI L172769785E 1-''.April,1945..March,1944 viL172769772E1-' L172769781E 1-'Dec.,1944 ~ L172769783E "Feb.,1945' L172769791E Ii Oct.,1945 V C110691327E 100.00 June,1944 C110691328E "June,1944 1 2 3 Social security death benefit Refunds from Educators'Mutual Life Insurance and Blue Shield Refund check from Columbia Gas Co. $132.00 26.10 7.35 2,066.78 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X $2,232.23 ..ROC-36• Cl)mlO7'i'IY.\LTIl OF PENNSYLVANIA Tll\NSFEH.INHEIUTANCE TAX I1J<:SInE:\T DECEDENT SCHEDULE "e" T!lA_N SFEIlS (1)Dirl rlecedent,wi thin two years -Qf death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)No (2)Did rlecerlent,wi thin two year's_of death,transfer property from h:i..IJJself to himself and another or others (including a spouse)in.joint ownership?(Answer yes or no)_l.'l_0 _ (3)If the answer to (1)_or (2)above is in the affirmative state: (a)Age-of decedent at time~f transfer _ (b)State of decedent's heal th at time of making the transfer.(Note 1)• (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was'to take effect in possession or enjoyment at or after his death? (Answer yes or no)nO - (a)Was there any possibility that the property transferred might return to transferer o-r his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)No (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No (6)If the answer to (5)(b)above is in'the affirmative,state whether the right was reserved in decedent alone or 0 therS -'-....,.-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)~N~o~_ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserverl power to alter,'amend,or revoke,or which c01l1d revert to decedent under terms of transfer or by operation of law?(Answer yes or no)No (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of·the beneficiary reserved in th~decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supporterl by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the prcperty transferred,it's fair market value at <tate of death,dates of transfers and to whom transferred,with relationship of transferees to rlecedent,if any.Submit copy of any trust f1eed or instrument,if trilllS- fers are claimerl to be non-taxable,also submit detailed statement of facts on which said_claim is based. NOTE 3:List applicable property below-in manner in which provided in Schedules A,B,or E. ITEM i iiiII I None DESCRIPTION MARKET VALUE (Estimated) DEPT.VALUATION (Dept.Only) Insert this tnt-ttl opposite "Tr'.l.nsf'ers",Schedule "C"in the "As Reporterl"coluJTU1 on the last page of this return.None SUMMARY Real Property (Sch."A") Personal Property (Scli."B") Transfers (Sch."e") Jo.intly~.held..proper.ty / : . ......~...,-,...........':. Gross Taxable Estate .. (1) (As Reported) $.JA,'O'O'O.~.OO . $?,.?.:lZ .~.Z~. $N~m.~_. $7.~.s..~.Q.?. $:. $~.??~~.?~.~(~. (2) (As Determined) /Y()()O·()O$/............. $~.~d;J·:<..J. $·············~}?·(J1·· $. $ . $..I.e./;J~.?:.;J.O' E-oZ '0~a t;Ll ell'"Q,):::E ~...;l....()~t;Ll ~ CJ)~rI}--<':U ~l:'4 ~'is~l:lo ~0 ':U l:lo ~<~t;Ll ~~~, t;Ll r<Eo-<<Il Qc 0 ~::r.:""<c ~0 Eo-<QJ Z Eo-<CJ)~ --....-..~t;Ll ......I-0 0 ..c CIl:c l:'4 ....00'";l l:lo:0 t;Ll C1l ~~I,;J. b ......CIl:0 C<Il <-:5 .......c'0-0 E::::E ~CQJ:::E...."0 .... ~<C1l 0 0 ...:l U U RCC~33 0 -RI . fOMM(jNWEALTH OF PENNSVYLANIAfRANSFERINHERITANCETAX litESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or TENANTS OR INTEREST OF(State full names of all and their addresses who illegitimate children DECEDENT ANNUITANTS BENEFICIARYhaveaninterest,vested,contingent OJ;other-are involved,set STATE YES AT DEATH OF -,'IN ESTATEwise,in estate.)forth this fact.)OR NO DECEDENT Norma R Houseman Daughter Yes Sui juris 1/2 residue- 4853 Carmella Drive Baltimore,Maryland Bettv Beazell Jeffrey Daughter Yes Sui juris 1/2 residue 278 Grandview Way Maoleview Charleroi,Pennsylvania .. '.'....., .'...'.."..'.. Deponent further says that all the above-named beneficiaries are living at this time with the exception of'- NAME DATE OF DEATH RESIDENCE None IMPORTANT-SEE REVERSE SIDE ReC-38.; \,. "CQMMONWEl\.LTH OF PENNSYLVANIA ~:rHi\.NSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED 'PROPERTY '....... II'STRCCTIOKS:This schedule must d.isclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List· real estate first,as entireties,or joint tenants,giving brief description,as indicated lmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real.estate value in estate valuation column.Personal property should be listed as in. Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to the decedent. It $25.001/II .25.00 bV50.00 L.- 50.00v 25·.00l/v50.00V 100.00 cI 100.0011'[; 25.00 v 50.00l/ Description of Property,Date of Acquisition,Name I uni t' Address and Relationship of Co-Owners,and Place I Value of Record of Instrument,,~where Real Estate.I . 7~7~'<.Checking account at First National Bank,Charleroi,in names of Vivian D.Patton and Betty B.Jeffrey 6P~JlE.P BeY~l2e I f~.$445.28 u.S.Series E Savings Bonds in names of Mrs.Vivi~n D.Patton or Mrs. Norma B.Houseman (Daughter) November,1945 March,1944 May,1944 May,1944 May,1945 May,1944 May,1944 May,1944 December,1944 May,1944 percentage Estate Share Valuation 222.64 DEPARTMENT VALUATION CAUTION~Do not Write In This Space. Value of Value of Entire Decedent's Property Interest u.S:Series E Savings Bonds in names of Mrs.Vivian D.Patton or Mrs'. Betty Beaze11 Jeffrey (Daughter) June,1944 50.00 t.- November,1944 50.00 ,,/ December,1944 100.00 L.~ February,1944 50.00 t March,1945 25.00 l/ Total $1,144.86 572.43 ___--..:.-'-__..1...----"_.,..--__++-,. Insert this total opposite "J()lntly Owned Property",Schedule .IIE$1l9B 07 in the "As Reported"column on the last page of this return..•L=<-~ RCC-81 (2-84) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT NOR}~B.HOUSEMAN (Executor ~) IN YOUR RBP~Y P~BA.B RBFIIR TO 36-232-10 In Re:Estate of V:..:I~V:..::I::,;AN=..;,..~D..!..._P:."A~T~T~O~N:....·_ ____....:W~A::::S~H=I:.::.NGQKJ=~N~County -File No.9327-227 Dear Mrs.Patton: You are hereby notified that the original appraisement in the estate of Vivian D.PattoD has been filed in the office of the Register of Wills qf Wasbington County on December 7 ,19.6.2..Said appraisement reflects'the following valuations: Re al Es t ate ---o!14i.l:&,1l-.lo0/.lo0/.lo0'-A•..l=:0~0:.._.__ Personal Property ~2~1~2~3~2~.~2~3~__ Jt.Held ~---l-79J_5La.U<Q~7 _ Tota1 ---.,_...Il..J.7-#,j,/O:eo,2.L7.....3~0lL___ As to such ~ax that is paid within three months·from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (5%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e ...!:D~e~c~e~m~b~e~r-l.7...",,--=1,",,9.lo!6.L7---_ DATE OF DEATH:September 26,1966 Note:This is not a bilL ".'~'>"f;';;:,".:..~::..:::WASfll.NGToN..: :::c~u;ity RESIDENT INHEIUTANCE TAX APPRAISEMENT .Estat"eof .vXVJAN P.~p.A.'r.::r.Ql,\T . Deceased. Late of .............................$.P.~OORQ .. Date of Death,S.ept.ember....2$1-1.96$~. Appraisement D.ocket Vol.,3.6 . Page,~3..~~JQ No 93..?:.7~??-.7 :. Filed in Register's Office,Dec 7..r ..·..,J9.67·.. Amount of tax due,$.. DEPARTMENT OF'REVENUE ~". Received, Examined and Approved,. .S]J!t,\.:iO .<q).S183ClWroteabo.ut Apprmsemellt~!V.H·..nJS·Sn·U..·......·..·......· (I ~. ..........................................·(j't····;·..·G·······~j'V ···~:;:;·..··..·;:~·::;···~~~:·.... Appeal ft-om Appraisement,,::::::"~.:::!.~J.~~J.... ..···..·······..····..·····..·······U..··..l·w .. Entered and charged,:I.J ~J :. '? ,I c.t 't, • .. f:J' DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17,127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT .-'1 !e,;," DATE O.e.c.ernb:er.7.~19.67 :. COUNTY W9.9.b.,ingt..QJ.l .. FILE NO ~..?.7.:?..?.7 . .Whereas,Yiyian D .E.at.ton late of s.pe.~.r..s Bo.r..Q ., in the County of W.~§.h.t.p.gt..Qn.·CommonWealth of Pennsylvania,having died on the ?.9.t.P.-::day of P..~.Pt..§IJ),o..er.19..6.6 ,seized and possessed of an estate, subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania;'\ Therefore,I,W.~,g~GJiAN.~.x ,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 AppralsemenlDelcrlptlonofAssetValuesMadeforInherllanceTaxPurposes $ REALTY: As Der Schedule "All li 001 00 PERSONALTY: A!'l npT'~t"h ..rl",'"il~1I 2.23·23 TRANSFERS: "NONENONE JT.HELD: As per Schedule IIEll (''n 795,07 ..".I ',' ". •<,' Total ..1"17,02'30'.. •~.! ,. ", ..-:.;,.., -' " ..,. ,'..,, :.,', ~I".J.,_ .. '.." fonn~;V:~h~:::rh:.wO<ll~~~~I~~.~a~o~e~~~d.~~=~~~re~~;:;;~~ T~pral~r /'.:;:.;?;1..~..·?C!,··········J··············(""~:.::.Z:·,·················................Penna. Will { Administration ~No. I~THE Year .. ~IATTER OF THE APPRAISEMENT OF THE EST.-\TE OF " ...Y:r.Y:r./tN:.P~...PATrON.... Deceased Late of SPEERS roaD............................................................... County of ..WAp'.f:UNQ'l'ON . Commonwealth of Pennsylvania REPORT'AND APPRAISAL l J .. ""..'J .,....---- ':ree -;.9 (6-64 ) COMMONWEA.LTH OF l'FNN~YLVi\NI:\ T~lAN~FF.H INHERITANCE TAX ~~SIDENT DECEDENT PATTON,VIVIAN D• FILE #9327-227 September 26,1966 SUMMARY I~the undersigned #63 Washington 09-26-66 12-07-67 rmpOHT OF INHEHITAl'iCF.TAX APPRAISER duly appointed Inheritance Tax Appraiser in and for the County of ,Pennsylvania,do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A","B","C"and "E". ,K!~.-;m-(}/J--'=""-"""--'-";"""';~----"=--="'::::;;;=""""'7--A-P'-P~R"";::;'I=:LS4-E~+: the real and personal opposite each item in Dated: FILE #9327-227 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 deductions in the amounts claimed by deponent,~xcept as to those items where a greater OT lesser amount is set forth . in the last column to the right in Schedule "F",which greater or lesser amount represents "'rot the swn allowed as a deduction.\.., Dated: REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $14,000•.00 $14,000.0.0_$_~_ ___2='L:::2"",,32=•.~2t 232.23-_ 795.o.~ 17.027 ~·3.0_,...i.....---,-....---,-_ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE ___-l7-L9~5•.01..-. 17 •027 .:N.- ======.-======.-=======:= Valuation of life estates or annuities .....•..*----- ESTATE TAX:ASSESSMENTS $------ (:::)As evidenced by Chari table Exemption Certificates iss~ed by the.Secretary of Revenue. CO~WUTATION OF TAX TOTAL TAX BALANCE PAID . *------<to~>------ St _ $------- *------- $-------$--------$ FOR USE OF REGISTER ONLY T ax on $t __!'i%$_ T ax on $.~t _ T ax on ~.__~*_ T ax on'$.__U'i%$_ Exemptions :=(:::) Total Estate _ TOTAL TAX $_ Less tax previously paid *============,=== BALANCE *_ Less 5%of-tax .if paid within 3 months after death $=========:= BALANCE OF INHERITANCE TAX DUE Add interest at rate of R%(rom to AMO~NT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6%from to -'-_ FOR ySE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,same should be noted below,with short explanation. ESTATE OF Vivian D.Patton LATE OF __--::B~o:...:r:..:o::..:u::lg::a.h:.:....:::o~f:._.::S::.Ip::..:e::.;e=r.::::s _ / ReDlater 0 •ADut DEDUCTIONS ALLOWE!s~~c-?f THE SUM OF ....•......•$....:!!..2..Tt!:.. DATE APPROVED .~..:::::..~~..f .~~ STATEMENT OF DEBTS AND DEDUCTIONS ~~-(~,48 ~J;?$ ~."OFFICE OF THE • REGISTER OF WILLS Form RCC·IO 'f ~~ OF Washington COUNTY ~T;TH:;;~~~;LTH DATE OF FILING APPRAISEMENT oJ -~.s:-6tf'DATS OF DEATH September 26,1966 DATI!:NO.OF NAM&:OF PAYEE REMARKS AMOUNTVOUCHEIt 1966 Oct.1 Josephine M.Douglas Probate of will If 00 Dept.of Vital Statistics death certificates 2 00 Josephine M.Douglas 2 short certificates 2 00 I Guy Rogers Witness fee 15 00 6 Washington County Reports Legal advertisement 12 50 Valley Independent Legal advertisement 7 50 10 Harold Schrock Funeral expenses 1,242 70 3 Authority of Charleroi Water bill 7 75 5 Rehoboth Cemetery Perpetual care 80 00 Nov.6 West Penn Power Co.Electric bill 2 56 12 S.White Sons Marker 185 00 Dec.12 West Penn Power Co.Electric bill 1 15 lYb7 Rubbish removal 3 00Jan.5 Weld Sanitation 10 West Penn Power Co.Electric bill 1 79 Authority of Charleroi Water bill 4 75 Feb.6 West Penn Power Co.Electric bill .,.,.n...J...,- March 10 West Penn Power Co.Electric bill .,nn......,., Columbia Gas Co.Seotember to Februarv bill 81 25 Pennel and Meikle Painting house 396 00 27 Rruce Terminex \.Termite insoection 20 22 Anr 3 Authoritv of Charl€roi.Water bill 4 75 - Accountant Preparation of income tax 5 00 12 West Penn Power Co.Electric bill 1 '7/. Columbia Gas Co.Gas bill ~...... --e-::J J'+ Mav 1 Valley Independent Ad for house 5 10 14 West Penn Power Co.Electric ...., JV COMMONWEALTH OF PENNSYLVANIA }S.:COUNTY OF Washington I,blox:ma B.Houseman HEREBY CERTIFY.THAT.TO THE BEaT OF MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU I!:STATEMENT OF DEBTS FUNERAL EXPENSES AND EXPENSD O~ ADMINISTRATION SUBMITTED TO THE ESTATE OF Vivian D.Patton .DECIi:AtIED.AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES./'1'-<~;3,J~(1••8.) .WOR."0 •••••R•••O ."OR••'y.,.25~Y" ~/:eaM~:\\G10\\,\I\'~(.0\l\\1'1~~\\\)~(.~~~~\lG\\,~~)\\\\\r~~,\9.\9fl~(.\\~\\LI":\\O\~0\\iY-P\\\i5 t.\lG M'l (.OMM\55\-1- " Form RCC·IO.';---, OFFICE OF THE REGISTER OF WILLS OF COUNTY STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF ..•.........$. DATE APPROVED ... AND AGENT OF THE COMMONWIiALTH Regiller of Willi,Agent ESTATE OF .LATE OF DATE OF FILING APPRAISEMENT DATE OF'DEATH , DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH~1t May 14 Columbia Gas Co.Gas bill ',..J I ~J "T 20 Valley Indep~ndent Ad for house 5 10 June 8 West Penn power Co.Electric bill .1 ,,"'---r 'VJ Columbia Gas Co.Gas bill .. J.J -,£ 26 Valley Independent Ad for house 4 16 Julv 3 Mellon Bank Principal and interest on nnon '~~o 1.866 87.... 6 Columbia Gas Co.Gas bill 0 ,,"'--....,..,,<- Authority of Charleroi Water bill J...... ""'"I't..J 7 West Penn Power Co.Electric bill ......,..r J.V 31 John Weld Gate and fence .'1 00 Aug.8 Columbia Gas Co.Gas bill -,.. I u"'t 7 West Penn Power Co.Electric bill .L VJ Authority of Charleroi Water bill ,.,I .. --z;-"TJ Sept.11 West Penn Power Co.Final electric bill "n Au~.17 John D.Woodward 1%Pa.realty transfer tax 140 00 II II 1%Speers II II II 140 00 II II Documentarv stamos 15 40 Woodward and Bassi Preparation of deed 15 00 Tax Collector 1967 real estate taxes 1 £:"7 'lC._--- Oct.25 Notary Public Notarizations 10 00 Woodward and Bassi Attornevs'fee 811 61 , No-rma B.Houseman Executrix commission 811 61 I Josephine M.Douglas Fili~~firs~~&final acct.,22 00;n'uon ~,.,.....u 0 Of" JYd~(d j/J.r-~,..~.~ ., 29 ~o 6 TOTAL·....--,--~-oJJ COMMONWEALTH OF PENNSYLVANIA }s.:Sj'16b,A / COUNTY OF I,HEREBY CERTIFY,THAT.TO THE BEeT OF MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRUE SrATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSa OF ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED.AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. CL.S.) SWORN AND 8UBSCR!BED BEFORE ME THIS DAY OP 18_ -2-