HomeMy WebLinkAboutOC1968-0045 - ESTATE OF EVERETT~;.~~-~y ',"~"-
COpy .OF INVENTORY
Nota.~y J~"bUe
'MJUJOE M..!UtU.BAKE~.
IS KKx1d,~wa£t~
ROYt>~N ony 11lVERE"f~r
I
DecemberNotarial
Seal)
I sf'Mary Jane Smith
~~al;Y Jane Smith,Notary PII';lic .
Washill!ltoll,Wa~hin!lton eOllllty,Pa.
IVly COlllmission Expires
fehruary28,1969
X:2UU~~~XX>itX1(lUUU1.
16th
67
.,,
\..,....
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lInurntnrg snb ~.ppratllrmr:nt lof the;"goridlf and chattels,rights and credits which were
uf ~.~.!?y.4.~~:Q~l ~!.~l~:.~~:.:late of.:~!~~~.~!.~~~.~~P.:........................'
Wizshington'CountY,Pa.,taken and'made in conformity with the above affidavit.
fil~.1J,\tl;rV:
1/S'I!d undhidedintereet,in·tb~'followUig .de~ei'ibed ~eal $state:
ALL .t'hat·.eertaill lot Or~r(l~l of laltd.s.tuatif31u Unton Town-
ship.VVat,lblngton Ccnmiy.Pennsylvania.and bounded Ud de...
sct.'iib~d as loUo\\l9,.to';'wit:.,..
DOLLARS CENTS
BEQ~mNQ at a point .n tile W~stern line of land of Tboma$
KiUo Which $aid po.int of beginning ht NOJ."tb$5°lS'West.Ten ..
and Jt'our B:Undredths (lO~,04)feet di$tant fronl the Northern
line of the Mingo CbtU"Qh l¢btj tbelil<:e~;~xtet\d!ng South.Stilt ~'6·
.W~6t.along ,line,ef landef EUe'J.'i,For~b~.an.d pattallel.
With the,N~tt;he~u $id~Qtfilai~Miri~~.Q4urcb lot".Eiabty-c>~e
and FU'ty-seven,lfund;redth$.(81i.B1),.f$E)t to a point;thence
North i2°Ol/jt West"along line of ••d .la,nd,of i£lla J.
tro~eythe,Two'H\;1..udred Twep.ty.(2#U)'fe~t to a poi~tg the~ee .
'.Nortb i~151 PJaiirt.c01lti.IIUl1ng alOng.··.line of I.and ,afo~efiaid,of
Ella J..Forsythe"One Hundred Forty-five and Three ~ntb'a .
(14$..3)teet to a ~ointin tbe W'efJtern line of land of 'John
Birltneimer.;..thence South S5°··1-3·L -East.$1008 tl1e";We~ern line·
of land aforesaid ofJolmBr!khe1trH~F"and along the Wes.ternUn.~of land aforesaid of 'l"h0mae mil.T\"lO Hundr~d Tw~lve
and Twenty-e~gbt lI1!odredths (212.28)'feet to a.poInt at 'the
plaee of beginning.See Deed Book 188 page 551
UPON which is erected a one story frame dwelling.
PEftSONAl/fY:
NONE
2.000 00
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COPY,OF INVENTORY-.
Notary I)ubl1c
MAUDE M.BRUBAKER
s xxxxiew~~
ROYDEN ODY EVERETT
ROYDEN ODY EVERETT
December
xxxxxxxxxxxxxxxxxx
lSth(Notarial
Seal)
lsI Mary Jane Smith
Mary Jane Smith,Notary Public
Washington,Washington County,Pa.
My Commission Expires
February 28,1969
67 I sl Maude M.Brubaker
XXXXXXXXXXXX1D(XXAdmln1stratrlx
J)utltutnrg anb !\ppratStmtltt of the goods and chattels,rights and credits which were
of ~.!!.~~!~Q~l ~~.~~:late Of.,y~~~.~!.~.!~~P...
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS CENTS
REALTY:
l/Srd undivided interest in tbe following .described real estate:
ALL that certain lot or parcel ot land,situate in Union Town-
ship,Washington County,Pennsylvania,and bounded and de-
scribed a8 tollows,to-wit:
BEGINNING at a point in the Western line of land of Tbomas
Hill,which said point of beginning Is Nortb 350 lS'West~Ten
and Four Hundredths (10.04)feet distant from the Nortbem
line or tbe MiDgo Cburcb loti thence extending South sse 15'
West,along Une of land of EllaJ.Forsytbe,and parallel
witb tbe Nortbem side of said Mirigo Church lot,Eighty-one
and FUty-seven Hundredths (81.57)te~to a polot;thence
North 520 03'West.along line of said land of Ella J.
Foreythe.Two Hundred Twenty (220)feet to a point;thence
North ,6;30 151 East,continuing along line of land aforesaid of
Ella J.Forsythe,One Hundred Forty-five and Three tenths
(145.3)teet to a point in tbe Western line of land of 'John
Blrkheimer.;.thence South 3So -l-3J East,along the Western line
of land aforesaid ot John Brikbelmer,and along the Western
line of land aforesaid·ot Thomas Hill,·Two Hundred Twelve'
and Twenty-eight Hundredths (212.28)feet to a polot at the .
place of beginning.See Deed Book 768 page 551
~...:
UPON,which'is ere~~.d a one story trame,dwell~g•.
PERSONALTY:
2,000 '00
NONE
'.
'.
(Street Number)
....G9:E,lJ.9.I.l:0:.n~,;p.~.@.~y~.Y.9.P.J.g :..
(City.or Town and State)
..m··~~~iiiiratrix
Box 75..............................................................................................................................._..~~..
~.
In th;'cB;.se 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 business 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,toge'tner with the-r!i'ir Jilarke·t-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 ~eath,or intended to take effect in possession or enj~yment 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 decedeht,the proportionate share received by.each transfe~ee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule-a copy
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 pa£ses at decedent's death by'
virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint-
ment vested in decedent,either individUliily or jointly,by':the will,deed,or other in'strument of another,
with a copy~of the.instrument creating such power at.tached t()the ~chedule...~.........
That Schedule 0 attached here·to and made part hereof sets for.th_the names ann 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 necedent'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 Sc~edule £attached hereto .and made a part hereof sets forth all property,!eal and per-
sonal,owned by the decedent jointly with another or others,}ncluding intangible,standing in the name
of the deced,ent and others,plus the date and place of r.ecord of instruments effecting the vestiture of
real est!l:te'and the date of'acquisition of personalty,plus the name,address'and relationship,.if any,
of co-owners to the decedent.
That Sc~edule 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 \lnpain at time of
~• •j
death;taxes accrued.charge.able for period prior to decedent's death.(except.thoseallowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt 1's 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", "C","E",and "F"as directed therein,.
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this .
..................l~.t.h.................day of D.e.c.e.m.?,r 19 6.7..M'~y J'"SmltlN;~~'':'~"
Washington,Washington County PI.
My Commission Expires '
Filbruary 28,1969
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 securit:!-es,
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.
/1.•T
COMMONWEALTH·OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY'OF WASHING.T.O'N .
."
RESIDENT ·DECEDENT
Form RCC-33
IMPORTANT:This return must be completed in detail'and filed in duplicate,with will attached,with the'
Register of Wills of the County where decedent 'resided;Return is due within one year after
date of death,unless an extension is granted'by the Secretary of Revenue.(Section 703 of
the.J.nher.itt;t.nce..!ln!l.E.!:!t!iteT.a!,A,c1;of lQ§1.)
Admininstrat:dx
and say
state of :Ee.;s.y:.a.n~a :.}.ss:
County of :~~~~?H ;,.
MAUDE M.BRUBAKER Administratrix..................................................................................................................1.,..
}C!&W¥of the estate of the abo~e-named decedent being duly sworn.devose'
'..AugustDecedentdJed".
.(Month)
.'}N~me and address of attorney or
other authorized representative to
I whom all correspondence should be...
mailed.
......~(j:;;;.;;19.(~Z~.i {~::::::~~eaVing a.la.twill.copy of which i.hereto attached.}
...PE.A.COCK,KE.LLER..&YQHE .
......6.8~7Q·,East Beau...St.r.e..et,Wa.shingtQn,....Penn,Sylvania...15..3.Q..L ..
That as such Actmi.nis.tr.atrix.....d~porient is familiar with the affairs of said estate and the property con-
.(EXtlcutor-AcJrninistrator).
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or ill 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 N~ES OF HOLDERS TO DECEDENT
~TT _."ppnnp.vlv::l"i::l 1\T<:>+;r.n<:>1 "R<:>n'k ayden Odv Everett and Sister
Maudp M "Rrllh::lkpr
'That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,fqr the reasons herein!ifter set forth:
That Schedulf!A,attached hereto,and made part hereof sets,forth full v and in"detail all the
real property in the Commonwe8.1 th:of Pennsylvania of which decedent died haVing an interest therein.It
also'sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date"rate of in'terest,and book and page of record
thereof.It also sets forth in the columns prOVided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.'
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,.down to the last
i~~e~est day prior to decedent's death in the case of savings banks,and~to the date ~f'decedent's-de~th
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-
debtedness 'of the United States to ,the..-decedent;all obligations,.whether by statute or agreement they
are designated as tax free,of the United States,or any state,or political subdivision thereo~or of
any foreign lcount!y,.i which ,!lore owned""at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works 'of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,leftbydecedent,together with the fairly estimated
market value thereof;all bonds and mortgages held by decedent and of all claims due and owing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation-as to each item;all moneys payable
to the estate from life insurance policl'es carried by decedent;all annuity and endowment ~ontracts the
proceeds of which were payabl~upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent ~t the time of death,with the market
vaI9~i~u;time.~~~g1)~~0J.::t~\\I;~'-\'~\
O\_l\o_~~'g-f-'7~~~~'-J~Sq~.~~
i;lCC-.94 (1-64)•
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
.,
SCHEDULE "A"
-REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the .de,cedent'as tenant in common with another or others,should ,be ide;'tified as to quantum of interest and
the estimated value should be that of the decedent's interest-only.
The real property located In the Commo(lwealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyanc,e by which th'e decedent took title;If a farm state number of a·
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,acc':ued Interest 'on mortgages,etc.,are
to be listed on Schedule "Fit and must not be deducted from this schedule.
(1 )(2)(3)I
DI:PARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTION
DECEDENT'S MARKET VALUE (Do not write
DEATH In this space)
1/3rd undivided interest in.the following de-
scribed real estate:
ALL that certain lot or parcel of land,situate
in Union Township~Washington County.Pennsy-
vania.and bounded and described as follows,t -
wit:~
BEGINNING at a point in the Western line of
land of Thomas,Hill~which said point of
beginning is'North 35°13'West,Ten and Four
Hundredths (10.04)feet distant from the
'Northern line of the'Mingo'Church lot;thence
extending South 530 15'West~along line of lane
of Ella J.Forsythe,am p:t.rallel with the'Northl rn
side of said Mingo Church lot.Eighty-one and
Fifty-seven Hundredths,(81.57)feet to a point;
thence'North 520 03"West~,along line of said
land of Ella J.Forsythe,Two Hundred Twenty (220)
feet to a point;thence North 530 15'East~con-
tinuing along line of land aforesaid of Ella J.
Forsythe~One Hundred Forty-five and Three
Tentas (145.3)feet to a point in the Western
line of land of John'Birkheimer;thence'South
350 13'East~along the'Western line of land
aforesaid of John Brikheimer.and along the
Western line of land aforesaid of Thomas Hill...::t-_.,l/l
Two Hundrec;i Twelve and Twenty-eight Hundredi l~r~
(212.28)feet to a point at the place of beginning.~
UPON which is erected a one story frame
.dwelling.
~...;)f --:i;,-$2,000.00
Insert this total opposite "real property",Schedule leA"in the X X X X X
"As Reported"column on the last page of this r~turn.
RCC-35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "13"
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 nam~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 property,such as bonds,treasury certificates,cash on hand and in bank,
~.'stocks,'mortgages,notes,together with accrued interest or nividends,salaries or wages,insurance pay-
able to the est~te or finuciary in sain capacity,partnership interests,interest in anyundistributed
es tate of or income from any.Prope,rty held in trust under the will or agreement of another,even though
located outside of the St.ate,'at the time of death~should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKEl'VALUE (Do not write in
this space)
,
NONE ,
i
-
-
t
i
,
Insert this total opposite "Personal Property",Schedule'"B"in X X
the "As Reported"column on the last page of this .return.
·r.CC-,36 •
CmPlfON'I'EALTH OF PENNSYLVANIA
TRANSFER INHERITANr.S TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TRANSFERS
(1)Did d~cedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)~o
(2)Did decedent,within two years of death,transfer property from hlmself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)_N_o _
(3)If the answer to (1).or (2)above is in the affirmative state:
(a)Age·of decedent at time of transfer _
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of 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)~O .
(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)__
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or 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)~O
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which cOllld revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)_~~~O~_
(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 the decedent alone or the decedent a~d others?
(Answer yes or no)_
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at rlate of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said.claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM DESCRIPTION MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.·Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
RC~.-38
COMMONWEALTH OF PENNSYLVANIA
TnANSF1~H TNHElUTANCE TAX
RF.SIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
e.
n;STRrCTIOKS:This schedule must disclose 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 tmder 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 valuatiory.column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-o-wners to
the decedent.
Description of Property,Date of Acquisition,Name I unit'
Address and Relationship of Co-O\VDers,and Place I Value
of Record of Instrument,where Real Estate.I '.
The following U..S.Savings Bonds were
held by the decedent jointly with the persor s
indicated:..
percentage Estate
Share Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
Carl Haywood,Nephew
1-$1,000 Series.H Bond
Issued January 1965
Carl Haywood,Nephew
1-$500 Series E Bond
Issued January.1967
Carl Haywood,Nephew
1-$200,Series E Bond
Issued February 1967
Maude'Brubaker,.Sister
1-$500 Series E Bond
Issued February 1967
William H.Weightman,
1-$100 Series E.Bond
Issued May 1966
Miss Heidi Weightman,
1-$100.Series E Bond
Issued February 1965
No relationship
No relationship
Shawn Weightman,No relationship
1-$100.Series E Bond
Issued Fe0ruary 1965 '
Roxanne Weightman,No relationship I
1-$100 Series E Bond
Issued February 1965
Miss Tracey Weightman,No relationship
1-$100.Series E Bond
Issued February 1965
William Haywood,Nephew
1-$1,000 Series H Bond
Issued January.1965
Keith.Rodgers,Great Nephew
1-$1,000 Series H Bond
Issued January 1965
Insert this total opposite "Jointly Owned Property",Schedule !'E"
in the "As Reported"column on the last page of this return.
..
..
William Haywood,Nephew
1-$1,000 Series H.Bond
Issued January 1965
Keith Rodgers,Great Nephew
1-$1,000 Series H.Bond
Issued January,1965
Keith Rodgers -Great Nephew
1-$500 Series H Bond
Issued January 1965
Keith Rodgers,Great Nephew
1-$500 Series E Bond
Issued February 1967
Keith Rodgers,Great Nephew
1-$100 Series E Bond
September 1957
Kevin Rodgers,Great Nephew
1-$1,000 Series H Bond
Issued January 1965
Kevin Rodgers -Great Nephew
1-$500 Series H Bond
Issued January 1965
Kevin Rodgers,Great Nephew
1-$500 Series E.Bond
Issued February 1967
Kevin Rodgers,Great Nephew·
1-$100 Series E Bond
Issued January 1959
Miss Krystal Rodgers,Great Niece
1-$1,000 Series H Bond
Issued January 1965
Miss Krystal Rodgers,Great Niece
1-$500 Series H Bond
Issued January 1965
Miss Krystal Rodgers,Great Niece·
1-$500 Series E Bond
Issued February 1967
Mrs.Ninetta Rodgers,Niece
1-$500 SeriesH Bond
Issued January 1965
Mrs.Ninetta Rodgers,Niece
2-$1,000 Series HBond
Issued January 1965
Mrs.Ninetta·Rodgers,Niece
1-$500 Series E Bond
Issued February 1967
Mrs.Erma Jean Lytle,Niece
1-$1,000 Series H Bond
Issued January 1965
r
c;,~.
The following Certificates of Deposit issued by the Western Pennsyha nia
National Bank were held by the decedent and the persons indicated as
follows:
1-$500 Certificate of Deposit with
William H.Weightman~No relationship
Certificate HG66431~at 5%issued
July 14,1966
1-$417.38 Certificate of Deposit with
Patricia L.Sanders~Second cousin
Certificate H10120~at 4%issued
July 21,1965
1-$500 Certificate of Deposit with
Mrs.Ninetta Rodgers,Niece~
Certificate HG57077 at 4t%issued
July 6~1966
1-$500 Certificate of Deposit with
Mrs.Ninetta Rodgers,Niece
Certificate HG57076 at 4t%issued .i
July 6,1966
1-$1~000.00 Certificate of Deposit
with Mrs.Maude Brubaker,Sister
Certificate HG66430 at 5%issued
July 14,1966
1-$1~000.00 Certificate of Deposit
with Mrs.Maude Brubaker,Sister
Certificate HG66428-at 5%issued
July 14,1966
1-$1,000.00 Certificate of Deposit
with Virginia E.Everett,Sister~
Certificate HG66429 at 5%issued
July 14,1966
1-$400.00 Certificate of Deposit
with Miss Sandra L.Marshall.
Second cousin~
Certificate HG66432 at 5%
issued July 14,1966
Savings Account -Western Pennsylvania
National Bank -Ninetta Rodgers or
decedent.~l~~J--~b...fs,5-
'.•.J ---..,.-,~1:
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
ROYDEN ODY EVERETT
f(,
-
~.(Executor-Administrator
must complete '''As
Reported"column #1.)
CJ ....,'"t:l ~........CD 'CD0\I>....e:..~::l ~
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\I>'"0x'0\I>'"t:l CD~........
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Year .
r.-l THE
~No,
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Deceased .','
Will
Administration
Late of .......:t!Ili.<:>Il...':I'()VII~s.~P...
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==================:......
REPORT AND APPRAISAL
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Commonwealth of Pennsylvania
County of ..W:3:f3l1i.Il:gt<:>Il.
,~CC-,37 (12-63)'~
l'lnl~\l):'\\\'EAI."1l OF l'E:'\:'\~YYI.ANIA
THANSFER 1l':IIEHITAl':l'E TAX
RESIDENT DEl.'EDElI:T
SCHEDULE "D"
BENEFICIARIES
\
h
BENEFICIARIES "AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
avE'an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Vir;l2'inia E.Everett Sister Yes 1/2
.....
-
Maude'Brubaker Sister Yes 1/2
/
-
~-.----..,-.-
....,
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:
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
......
IMMONWEALTH OF PENNSYL.VANIA e
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE!TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
If.!AUDE BRUBAKER
(~Administrator)
IN YOUR RI'~Y P~IAII
RII'IR '1'0
37-42-3
In Re:Esta te of ~R~O~Y~D:::EN~O~D~Y~E::.!'V..::ERE~I'T.=...T~a~/...:;k!:L/~a__
____W.:.:.:A:.::S~H.:..:I:=.N~G:.:T~O~N County -File No.%46-%
Dear l~s.Brubaker:
You are hereby notified that the origia,l
appraisement in the estate of Royden Ody Everett a k/a
has been filed in the office of the Register of Wills qf Washington
County on rlaollar;y 10 ,19...6.8.Said appraisement reflects·the
following valuations:
Real Estate ~2""",~O~O~O:.!..~O~O _
Personal Property _
Transfers _
TotaI ..,---'2~,O~O~O~.o..:O~O~_
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 one year 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.
Title W.R.CHANEY
Date _---l,IL!Jana.u..Juod.Sal..lr...y~1..l.04,..........1....9:.l=6~8~----Signed ~~'L.-~~~~~~.£.:.~/(
APPRAISER.
DATE OF DEATH:August 8,1967
Note:This is not a bill.
_._~:§,.-..~:o:..-.-A~~~;~~;;4L_
Will
Administration (No .
P.'<THE
.Year
('
,
~IATTER OF THE APPRAISEMENT
OF THE
EST:\.TE OF
.:ROXPEW..@DY...E:VERETT...a/k/a ...
Deceased
r
e
Late of ..
County of
...1JNJON...'l'Wl'.
...WASHINGTON...
Commonwealth of Pennsylvani~
REPORT AND APPRAISAL
Ie
t
EVERETT,
RCC-39 (6-67).-
....COMMOl'fWEA"CTA OF PENNSYLVANIA •
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
'ROYDEN ODY a/k/a EVERETT,
FILE #9446-94
August 8,1967
SUMMARY
FILE #9446-94 flEPonT OF INHEH.ITANCf<:TAX _L\PPJlAISEH.
I~the undersigned duly appointed Inheritance Tax Appraiser in ind for the County of
#63 Washington ,Pennsylvania,do respectfully report that I have appraised
the real and personal property as reported in the foregoing return at the values set forth
opposite each item in the last column to the right in Schedules "A","B","CD and "E".
nated'g~~t~~~H~A(;?s~R
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,except 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
the sum allowed as a deduction.
Dated:
REGISTtR OF WILLS
VALUE AS REPO~rED VALUE AS APPRAISED VALUE AS REAPPRAISED
$2,OOO.OCL-$3I OOQ.00._*_INVENTORY
Real Properti (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions.
(SCHEDULE F)
ClEA...J:t VALUE OF ESTATE
'2,000.Op_
=====::::.-
2,000.00._
======:========:=
Valuation of life estates or
annuities . . . . . . . .*------
ESTATE TAX ASSESSMENTS $------
As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
CO~WUTATION OF TAX
$-----rl>"======._-$------
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 0%from
to $-----=~--AMOUNT OF ESTATE TAX ASSESSED *_
Estate tax paid $_
BALANCE DUE *_
Add interest at rate of 6%fromto $_
TOTAL TAX BALANCE $_
PAID $
FOR USE OF REGISTER ONLY
T ax on $_________!'i%~_
T ax on $.__10%t _
Tax on ~0<f1 $
T ax on $:~$------
Exemptions ._"_'(,:,)
Total Estate _
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above co.mputation of tax by the
Register of Wills,for proper reason,same should be 'noted below,with short
explanation.
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RESIDENT INHERITANCE TAX APPRAISEMENT
,Late of
//
..............................UNI'OW..TWP .
Date of Death,:/(ugus.t .8.,1.9.67 .
Appraisemeilt Docket Vol.,.3!.?.
Page}4.2~3...,No .9446""'94 ·······
Filed in Register's Office}J.an lQ.~.19 68..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved}.
Wrote abarlt A ppra.isement,
'Appeal f,.om Appraisement}.
Entered and charged},..
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DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.1n 27
'........\,.,'.o..~~....,.;.....~~~~'~.'
,I -
aMONWEALTH OF PENNSYLVANIA:
RESIDEN'r INHERITANCE TAX
APPRAISEMENT
DATE y.~~~!i J.,.Q.I .+..9.9..8
COUNTY .w.~.~h.4)g.~.9..P.:..
FILE NO..",9.44.9.::::..~4.,.......
i
Whereas;.:Royd.en .Qdy.E.v.ere.tt ~/k/a late of Uni.Qn 'r.w.p.•...................................................
in the County of w.~:~tr~,D.gt.Q.n ,.'Commonwealth of Pennsylvania.having died on
the $.t.h day of AygY.,~t.19 9..7...•seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pe~nsylvania;,t .._.
Therefore.I•.................:.!;..!:W.~.R.~G.h~J.)J~y '......................•an appraiser duly appointed according to law.
having been designated to make a fair and'conscionable appraisement of the said estate.and to assess and fix
the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
f.rm~;v~':fhbl:~::~h~w<>rll..~~~~~..~:;.~er~e':b~~e •.':~~":~l:":=e ..tl:=':~>~~~~:
Appraiser
'-
Unit AppraisementDescriptionofAssetValuasMadeforInherllance
Tax Purposes
,.
""$
I
REALTY:
As per Schedule "A"I 2,000 00
_.
PERSONALTY:.-.
NONE NONE -
!
-,
I TRANSFERS:
I
--.
'-
NONENONE ~_..
I 1 --,"
JT.HELD:~i
NONE NONE
,:.
I
Total 2,00C 00
-
c ..
..._.
I
I
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t. I
'I
(lI\Imbcr nnd Street)
..................................................................................................................................·..•··..t
(Poat Of!IceI
Penna.
ow
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AND AGENT OF THE COMMONWEALTH
Form RC C·lO
OFFICE OF THE
REGISTER OF WILLS
OF WASHINGTON COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
~:d«A'/s-%
DEDUCTIONS ALLOWED IN
'H''OM 0'............•/rz,I/~(,y
DATE APPROVED ...1.=~.1..~..
~
Register 0
COMMONWEALTH OF PENNSYLVANIA . }
WASHINGTON .S8:coU NTY OF --:-=:::-::::--:-:--=-""--,=_:
I,MA UDE M.BRUBAKER
ESTATE OF Royden.Ody Eyerett LAT~OF Union Townshj.p.Washington Cojmty,Pa.
7--/~-t/(A 8 1967DATEOFFILINGAPPRAISEMENTOATSOFDEATH·ugust.
DATE NO.OF NAM"OF PAYEE REMARKS AMOUNTVOUCHSiIll
.Administration
Josephine·M ..Douglas,Register Application for Letters of I 11 00
Francis J.Buckley Agency Administratrix Bond 10·00
Marv .T~ne Smith Notarv 5 00.
Estate'8share of Internal Revenle -
r1 on Deed ??o
I"R 8tate's share of Pennsvlvania
Realtv Transfer stamps 20 00
Josephine M.Douglas,Registe Filing Petition for .Additional
Bond 8 00
.Tn .M .DouQ'las ReQ'ister FilinQ'Inventorv 6 00
WashinQ'ton Count-v';;Reoorts Publication of Letters 12 50,-Daily Republican Publication of Letters 12 50..'
Francis J.Buckley Agency .Additional Bond 10 00
Ipp.::l~o~k Keller &Yohe Attornevs fee 150 00
Maude ·M Brubaker Administratrix Fee 100 00 I
.T M ~rve'~llneral Home Funeral Bill less'V A·and
Social Security l11'mn sum .,R~!)00•·v-
.1967 Real Estate taxes 68 63
Bell Telephone'Company .Last bill 14 45
Equitable'Gas Company Last 5 gas bills 32 91'
West Penn Power'Companv 'Last 5 electric bills 16 27
.Tosenhine·M DouQ'las Rems:e r'FilinQ'Petition to,Settle Small
Estate 7 50
'1~f J32/.19£
,
HEREBY CERTIFY,THAT.TO THE BE.r OF
MY KNOWLEDGE AND BELIEF,T.HE FOREGOINd 'IS A JUST AND TRU E .STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF
AC"'INIST~ATlON SUBMITTED TO THE ESTATE OF Royden Ody'Everett DECEASED.AS DEDUCTIONli FOR
INHERITANCE TAX PURPOSES.
UBSCRIBED BEFORE ME THiS c:;.Yo.....-I......
r=t::9'~---':7'1-~~~..a.....jf---f:;l-1g ,c._g_
Mary Jane Smith,Notary Public
Washington,Washington County,Pa.
My Commission ExpiresF~bruary 28,1969
(L.S.l