HomeMy WebLinkAboutOC1968-0158 - ESTATE OF DAVISl --·' '
COPY OF INVENTORY
ROBERT DAVIS
RUTH DAVIS a/.k/a RllTJI V. DAVIS
Notary Public
_ RtJTH DAVIS, a/k/a BBlfxl •
25th
January 68.
1Jnurntnry anb i\.p.praisrmrut ~ :hl>:ftsznd chattels, rights and credits ~hich were
BUTB DAVIS a/k/a RtrrHI Burgettstown, of ........ -.................................................................................................................................. late of. ............................................... , .................................................................................. .
-Wash!ngton County, Pa., taken and made in conformity with the above affidavit.
DOLLARS CENTS
l.O~Sll. Acres eituate in Ji&tferson Township, Washington
County, Pennsylvania, recorded 1.n D•ed_ Book 7fl8L page
228 -u~n which ts·erected a one-half stol"f rame
houe J 3 Acre• ~ Deed Book 659, page 585; 1 Acre, 14, ooo oo
Deed Book 993, page 2 58 • · "
Checking Acco~nt, Bank of Weirton, Weirton, West
Virg1n1• ·
Househol~ Fu~nitur~·
Pl'ucfantial Insurance· Company -Insurance money ·
Insurance Mon~y-Weirton Steel.Compan~
51 UDited S~ates S.vings Bonde -Serieo E pqrChasod
trom OCtober 10, 1981, to October 11, 1963
Christ~ Club -Mellon National Bank, B~Jettatown,
Penna.
1950 Truck
445 09
soo 00-
9,489.46
-1,296 26 I .
1,093.22
47 00
100 00
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
The withi:"1 namec Accour.tant being duly sworn according to law, depos~ and says that the above account
as stcted ·is tn.oe and correct as. ........... .he ......................... verily believe.
Sworr and ;ub;cribed before me this ..... 2.5.th ...... .
.... 0
...
I do certify that I have given legal notice to all persons
concerned of the filing of me within account in the manner
prescribed by Statute and Rule of Cou~as evidence by proofs
thereof filed to No ........ /.ft./.l:_ ___ u;_'£L·....... ·
Witnes~ my hand and official seal this ... ~~--------------
day of .. ~---·---------------·--·-------·----------·--·-·---· 19.~_(_ _ _.
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THE FIRST AND FINAL ACCOUNT of Robert Davis, Executor
of the Estate of RUTH DAVIS a/k/a RUTH V. DAVIS, Deceased, of
1Burgettstown, Washington County, Pennsylvania.
The Accountant is charged as-follows:
: 1!\s Per Inventory $ 27,271.03
l I
TOTAL ASSETS OF ESTATE 27,271.03
TOTAL AMOUNT OF CREDITS CLAIMED BY ACCOUNTANT 3,960.10
BALANCE DUE $2~,310.93
THE FIRST AND FINAL ACCOUNT of ROBERT DAVIS, Executor
of the Estate of RUTH DAVIS a/k/a RUTH V. DAVIS, Deceased, of
Burgettstown, Washington County, Pennsylvania.
The Accountant claims credits out of the assets of said Estate,
to wit:
PAYEE DESCRIPI'ION AMOUNT
James Funeral Home Funeral Expense $ 1,254.10
McCurdy Memorial Inc. Grave Marker 14.00
William R. Sausser Real Estate Appraiser 25.00
Register of Wills Letters of Administration 21.50
Burgettstown Enterprise' Advertising 8.00
Washington County Reports Advertising 12.50
Register of Wills Filing Inventory 3.00
Register of Wills Filing Account 16.00
Mae Herceg Notary Public 6.00
Robert Davis Executor's Commission 1,300.00
George K. Hanna, Esq. Attorney's Fee 1,300.00
TOTAL $ 3,960.10
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ESTATE NOTICE
Estate --d Ruth ·o a v 1 s
ajlcja R.Jl± V. Davis. de-
ceased~ h1e of Btn:getts-I
\ town~ Wasliington Gounty. .·~ Penna. ·
L e t t e r s te stanaentary .
upcn the ~bove estate hav-
\
ing-been granted to the un-
de:r sign~ notice 1.3 here-
--~~ giv~J!_:;C:_thpse indebted eteto to nake imnediate
Pa>roent. ud to those hav-"' ·
ing clain 3 or demands to
present them for settle-
~e:lt.
Roben Davis R.O. 4 ..
Burgettstovn Pa
George K.; Hanna. A:t~rney 421 W ashillgton Tru&t Bldg. W aahingtoo;t .Penna. ·
A~s:..19
,.:.:._ .
PROOF OF PUBLICATION
State of Pennsylvania
County o~ Washingt~n ss.
I, _ ... E .• B..:V:o.s.bu.x:og.,. .... J;r-.............. , publisher of THE BURGETTSTOWN
ENTERPRISE, a weekly newspaper published in the Borough of Burgettstown,
County of Washington, State of Pennsylvania, hereby certify that the annexed ad-
vertisement ...... J2.9:Y.1£l .... §.$..'t.0_t..e .................. was published in said newspaper for
1 -------"--__.:?. ................... consecutive-weeks.-~ommencing on the ......... P.'th .............. __ , ..... ..
day of ....... ,_ .. A.12:r.iJ ......... -... 19 .. QJ. and concluding on the .......... l9.t.h .... day of
............ ________ A;pr.il ...... _ ............... , 19 ... 611. ..
.. ...... _,: .. --·-----·-------------------------------.. ----------··· ......... , Publisher
Taken, sworn to and subscribed before me this 19..th day of .A.pr.il ............... _
··---/~~~
; · h fDWARD F. LOUNDER, NOTARY PUBliC
My Co....;..,.;;., .. • ir ~-a..rn•ttstown Borough, Washington CoufttY 9 .. ""!7100 exp es ·----~oo-U COMMISS'ioN"Ei"riiiEHEiRUAlin;·mr------· 1 ............. .
19 ........ 62 ..
'·
Washington County ReportS.
=~~~
Washington, Pennsylvania
(PUBWSH:::D BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
Iru compliar:ce mth the Newspaper Advertising Act of May 16, 1929, P. L.
1784 Sec. 3, parag:a)Es (3) and (25).
CouNTY •JF W ASaJN..-.:>N )
STATE OP PBNNEY:..V!.l7IA ( ss.
Personally c:P:Ja~red before me, a Notary Public in and for said County and
Common-.•ealth, CF..t't.:RLES C. KELLER, who, being duly sworn, deposes and
says: th•.t he i. :h:: Editor of the WASHINGTON COUNTY REPORTS, the
official legal per~o-:li·:a! for said Washington County, publis'hed weekly having its
place of :businesc an Washington, Washington County, Pennsylvania, and is act-
ing as L:s agert i a this behalf; that the said WASHINGTON COL'NTY
REPORTS was eg;abjshed on March 31, 1920, and was designated as the official
legal pul:JicatioiJ !lOt Washington County, Pennsylvania, by order of the several
courts oi said C•ILJ.ty dated November 11, 1920; that the printed notice or adver-
tisement attache:! hero:to is a copy of a notice or advertisement, exactly as printed
or publis:ted, wlb.c:t ~~~pea red in the said legal periodical in its regular issues on the
following dates:
......... ~P.~~~---~-~----~-~-~---·?.9..!. .... ~.?.-~.?.. ................ .
that the affiant :>r t:1e corporation in behalf of which he is acting is not interested
in the su -Jject nut:e:· :>f said notice or advertising and that all of the allegations of <h;, offid""(J!~ ,;mtre ood(U<Wz~z~ .
(_...(_/Y'-L&1 .. ::::: ............... :.=:.Y~ ........................................................... ;: ·
Sworn to• a
Notary P11blic
KATHE-IINE C "'JIRD, ry Public
Wash ngton, W:l~ 111gto Co., Pa. my Colli 11issiC11 Expir·es
Nover~ler ·, 1969
Editor.(~
"jtii . ··~
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 t'hem
for settlement to the Executors or Admin-
istrators or their Attorneys .
• • • • • • • • 0 ••••••••
DAVIS, RUTH, a/k/a RUTH V. DAVIS, Dec'd. ·
Late of Burgettstown, Washington· County, Penna. Executor: Robert Davis, R. D. #4, Burgettstown, Penna. Attorl)-ey: George K. Hanna, 421 Washmgton Trust Bldg., Washing-ton, Penna.
. . ,.,.
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PETITION SUR AUDIT
Testate Form/
, . .-~ -n~~ THE ORPHANS' COURT OF WASHINGTON COUNTY
Estate o.: ...... .RU.TH . .DA.VI.S .. .a/.k/a~.R.UTH .. V~--DAVIS No .... ~.5.8., ... 19.6B. ..................................... , ... A. A.
Fiduciary .... R.Qij~_RT ... OAYl.S ...... ~---····-------------------
Deceased
Date of Date of
Dececien:' s death ... M.~r.c.b ... l.2., ... .l.9_Q_'l ____ .... -·-__ ............... Grant of Letters.. .. M~-~~-b. .. 2.~ ...... 1.9. 61 .. ____ ...... _ ........ _______ _
This is the .... ~~-~t .. ~.l?-~----~~P.~-~---·····················--------·-~--account filed in this . .estate
If th ' b f · f'l d · th' · · I' · f··1 b · ~... d t• · None ere ;lOtte een ormer acc~unts 1 e . 1n IS estate, 1st 1 e num er. or numJer an . erm .... -------------------·--·········· : ,_. " . . ~ . . \' . . .. ..
Election Ito takE Date Election Place of;
Under or ASJoinst wilL C:ross out one) None Filed ····--··--------------·-····------Record ----··---'---------·---------·~
Name o.: s;..~rvrvi ng spouse ......... ______ NQ_:n~. _ ................... __ ..................... _______ _. ___ .... __________ .... _______ ... __________ .. ______ .. __ ........ ____ ..
· List issue, where material: :
Did d~cedent Marry after exec.Jtion of will? \indicate) ~-No. Any children bom after execution of will? (indicate)
~ ~~6. If an.;wer yes name -hem .............................................. , .......... _________________ : ____________________________________________________ _
..................... -·---------................. _ ........................................................................................................................... •••••• ....................... :. ........... ··-.. -................. -----............................ & -•• & •• & ••• & .......... & .. & ~ .. & •
Legate 2s Y}7 Relationship Interest . Fiduciary, if deceased or not sui· juris
Robe::-t Davis Son All real estate Sui Juris
and furniture plus
1/6 of residue
Dolo::-es Gi[lespie Daughter 1/6 of residue Sui Juris
Donald Davis Son 1/6 of residue Sui Juris
Lave::-na Golonnin Daughter 1/6 of residue Sui Juris
Peggy Barzinski_ . Daughter 1/6 of residue Sui -. .,..Juris
Regina Mader Daught.er 1/6 of residue Sui Juris
List, if exceptrons to above: Adeemed: Revoked: Lapsed: Abated: Give Cause:
None
If partial intertacy, gi1e facts: None
Notice to interested pa~ties. Have all parties, having either vested or contingert interests and all crediors entitled
to nobce (C)ur: Rule No. 9 par:Jgraph C: Section 6: Subdivision c) received writte--~ notice of the filing of the account
and oil cell of oudit? Yes. · Kim.
If any e;::ceptic·n give :ause: ............................................. .
File cc:py of No-ice
and d:Jte o.: moiling ......... Eelxr:uar.y .. ~2., ... l96.8 ............................................. ...,., .................................................... ,
Is e~tate subject to the filing·af a Federal Est9't~ Tax Return? ....... NQ ............ ' .................. ~-·---~'-········-~---~--~'~--~-:.: ... "~---~
Actual poyment made pn Pennsylvania Transfer Inheritance Tax. Amount $ ..... J:{~m.~ ......... · ... · ............................... .
If the Will makes any portio~ of estate subject to a life-estate, give name and birth date of life tenant .... None ....... .
Give Nqmes 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) $3l3a.oo
Itemize any :ddditio~ol credits not shown by·' account:
Refu.~J.d on hospital,izatj.on
1;.,. " ;/' ·~ ""_"""L•_.. ·' ---~
Total additional credits (Subtract)
Dr. Howard Sauder, Sr.
Balance for distribution
$ . .23.,.31.0 .. ·9.3 ............ .
2:.F625.93 $ ......... !. .......................... .
I
~ /
$ . .l.~.~ .... O.Q .................•..
$--~-~-'-~-?.9.~.~-~---··········
If balance for distribution is not in cash, list each item held in kind, "giving appraised Value (or distr:ibution Value);
10.911 Acres situate in Jefferson Township, Washington County, Pennsylvania,
recorded in Deed Book 718, page 228, upon which is erected, a one-half
story frame: house; 3 Acres, Deed Book 659, page 565.; 1 . Acre, Deed Bo.ok •
993, page 256 $14,000.0(
Household Furniture 800. 0(
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:,
If Fanil~· E.'<emption claimed ty Petition, give place of Record: ......................................... ~-----------------------------------------
If Fcnilr Exemption is claimed at audit, give name, relationship and basis for Claim: ... RR.b~.r..t ... P.a.vJ.s.~----~R.:n ... ":"
Fami[y r.ela~ionship existed.at the time of death. Of all of the children,
Rob-3rt Davis was the only member of the family who had maintained a family
relationship with his mother at the time of her death.
List any ado.tancement or distriJution on account that has been made, and nature and amount of same:
None.
Sugge;ted cistriibution of balance shown, both as to principal and income, attaching signed and itemized elections
to tc:K: i, kipd if balance is not in cosh: ·residuary shares being stated in proportions: ·
Rotert Davis, Fc.mily Exemption
Rotert Davis,
Dolores Gillespie
Donald Davis
Lav·erna Golonnir.
Peggy Barzinski
Regina Mader
COUN:TY OF YVASHII\.GTON, SS:
COMI\.iONY-'EP.LTH OF PENNSYLVANIA
The ·Jbo\oE named Fiduciary o'r representative thereof,
being :July ....... .sw.arn _________________ doth depose and say
that 1ne fucts set forth i;11 the fo"·egoing petition are true
to the lbe:et of ______ .his _______________ knowledge and belief .
..... S.'Y!'.Q!~fl:..:.:c,, ___ : __________________ tc and subscribed before
'\)\ -: ~} ' _.,.,., '. '\. ·~ ,1.... ' j • "·';)" me~.1Eis:._"_I2.tb!j~y o; ___________ .M.a.:r.9.!L ............ l9 .. ~-~-
• "-If'', ~~0} i) ,['; f),,//_ A ~,A,I, /.. Sig~atwre ·;~l 'Offi'~'~r;.?.~.f..~-------
. ~;t;fe'bf/~·f;icer ... :~,-~;---~~-~~~-~-~--~-'.?~.?.':~~----------------····--• • --• _ · nO or~ Public, Washington, Washington Co.
<;)f~i-~e •exp j ~s_:~ ... ---~~5-~~~!~'-~:~~~-~-i~~~.!?.~~~~-~!.~~-~~~; ............ .
$1,000.00
All real estate and
furniture plus 1/6
of resl.due
1/6 of residue
l/6of residue
1/6 of residue
i/6 of residue
1/6 of residue
And your petitioner will ever pray, etc.
!Til }l ;()) -. £Yk:-------~V..~-------------------------·----------------------------
~-· ..................... -~-.. ··~'!'···· ............ ' .. ,, .. '~ .. , .. "'!':""'"'• , .... , ............ , •••• ••••••••• ~·
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No ... l9.~ ... 9.f. .. J.~.9.~------------------------------AA
Estate of .... RUl'.H..D.A:V.lS ... 3/k/a _____________ :_
.. 3.\IT~.--Y.! ... P.~YJ~-~------------·------------------------· ' Deceased
Fiduciary .... RQ;6.~~-T DAVIS ----------------·-·----------------------
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
f9llowing, in conformity with Court Rules
adopted effective December 3, 1951, being
rule No. 9: paragraph b-e; and divisions
thereof: shown on pages 23-24.
1. Written praecipes of all Counsel in the
cas·e.
2; Copy of order appointing Guardian ad
litem, if pertinent.
3. Copy of Order. appointing Trustee ad
litem, if pertinent.
4. Proof of service of above.
5. Letters Testamentary or Administration
C. T. A. or an attest copy of Will. .
6. Copy of inventory and appraisement.
7. Proof of advertisement of grant of letters
if not filed with account. · . .. ... 1"1: l.l • .• .
8. Certificate of nce?.t~iAi?.iiHJm .. fa~'iay~ of the
f d f d . t .bfiiJ.I''"'t'"'. -r"'l· ::{to~ d" . I un S Or IS rJ ~Mti.ln ·~·~)3':f~1 (i JU ICia
sale of reql estate. . 1 .
9. S~gn~d ~~~ i~teu1iz~;~ el~ctiom;-.1 i~_"any
d1stnbut1on 1n l<md~1 b~ tl'ifN 83BI
10. Copy of Federal Estate Tax r~turn if es-
tate is subject t~1l :1 t -~
.... ,~. _,_
Attorney
~2
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i:J{. ~ ~ 0 ~~}.:~ ,.. l""o"\l • L /> -:.J • <:;C> ;: ~ .~ ~ t:_~ ~ :"l2.~'2 ·-~. <11"'~ n .0 ., ~
':;;. ..---··. 'V' •• ""'-" -:::. C> r • •, •• if' . • . . ,_,' ~ vyO ••oeeoo .-t ,\.: ~., I'"~ a •.. '-"--'. ,..,..,..~, , e; t~·\ \ 411.1-tiiJJHJJ~J.~~
--......_
11u tqt (@rpqan.a' Qtnurt of lla.aqingtnn . Qtnitnty
ln t:1e matter of the Audi: of Account in
Est~ tc ·)f ........ ~V.'F.~ .... P.AY.J§ .... ~./~.1~ ..................... . No.J.P.~ ..... ,· ...................... Q;f... ........... : .. , 19.6.8 ..... , A.A.
!Rl'TH V o DAVIS
, ':"'0 l'H::!l AUDITING JUDGE:
JCntoor ........... ID.Y .... _ ................ -.......... appearance for ......... A.~Q.Q.YJJ.t.~n.t ........... : ... : ........... -.......... : .................................................. .
-···'···-···-········-·:···········.······································::~··:
.2<a ....... day of ..... Mar.c.h........................................... 19 ...... 6.8
N.B.-Counsel shall, by separate paper, present a concise st~tement of
each claim, with supporting calculation of any intereE t claimed.
Objections to an account as filed, shall be concisely Elated in a
separate paper Counsel suggesting proper distributioru shall file
a separate concise statement in that regard.
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llu t4r ®rpqans~ Qlnurt of llasqtngtnn Qlnunty
E~P.TE QF
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.. Deceased.
No ... J.R.!? ..... Of 19 .. ?.?. ...... ,~
In the matter of the ....... :f..~r.!?.L~D9-. .fJtl?:L ... .
Account of __ R_<?_f?.~;tt.P.~Y.t.~_; ___ :g:_~~~-~tg_:r _______ _
ADJUDICATION AND DECREE
And noW------------~-~~~-~-~-----------------------~-1!_ ____ , 19.~-~--, this matter came on for hearing,
a'"'di-ar,d distritution at this session and tes·timony taken; and thereupon, upon due consideration
t~73e:o4~tQ'e£al:mce for distribution in the hands ~f the Ac_countc:nt_ is d~term_in_ed to be
$::~ ___ , ____ , ---!---·······-·········-·····-····-------------and the account IS accord 1 n g I y C•)nfl rmed, and 1t 1s ordered,
adljudge::l and decreed that the said balance be paid out by the Accountant in accordance with the
sd-te.::lule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed
se<:. :-eg· or an cppeal be taken herefrom sec. leg.
B·Jiance per acc:ount .... ---.--········-·-·---·---------------------------------------------------------
l.dditional d:;bit asked at audit
./
l.dciitional c:-e,dit asked at audit
315.00
155.00
$23,625.93 ) v-~L-1'1<.>/) (/ p~ 43~
23' 470. 93 7"'<) BJiance. ____________________________________________________________________________________________________ _ $. --·-------·--. --· ..
Deduct qerk's •:osts & Receipts ....... ·--·-··--··-----------------------------·----------·-···· 43.00 .KJ --\..6-o~
Alttorne·r' ______ ... __ ........ _Q_~Q!_'_q~--~-~-. H0.~ I!~----_______________ ....... _ ......... __ ........ .
/~?n~
$23,427.93 ~~
F:olber:t Davi:;, son, Family· Exemption as requested at
c:ucit from cash,
F~ussE:ll Marino, Clerk 0. C., costs in certifying real
EstatE: t0. Re~order,
Jot.n D. -Woodward, Recorder, costs recording certifica-
1000.00
7.00
tion .61 real ::;state, 8. 20
P..ussell Marino, Agent, transfer inheritance tax:
Estate liabEity $441. 95
L."ldivtiual 18bility -:>f Robert Davis, 13 5. 63 577. 58
Rolbert Davis, son, specific devise of real estate as
l-.ereilbelow described and including household go-:>ds an
furniture; held in kind and distributed as such at the
c.p~·rad.sed value, · 1.4800.00
Robert Davis, son, 1/6 residue, minus however transfe
inher·.tance tax due on individual liability as distributed
l-.erebabove, 1059. 50
Do-_or.es GiLespie, daughter, 1/6 residue, 1195.13
Do:1aJd Davis, son, 1/6 residue, 1195.13
La·1e:rna Go·_onnin, daughter, 1/6 residue, 1195.13
Pe·;r~ Barz:.nski, daughter, 1/6 residue, 1195.13
Re;rir:a Mad-er, daughter, 1/6 residue, 1195.13
$22,427.93
. ,,
$7' 035.15
No balance
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0 n :J n 0 -+
c: ::J CD :J -+ 3 0 0 -to. ..,. -+ CD ...
0 0
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RE.h.~ ESTATE TO BE CERTIFIED TO THE RECORDER OF WASH NGTON
COUNTY BY THE CLERK OF THE ORPHANS' COURT
Ruth Davis, :t/k/a Ruth V .. Davis, devisor, to Robert Da is, devis e of all the
rigt.t.J title a:1d interest of the devisor in and to parcels o real esta e described
as -viz.:
PARCEL I: ALL that certain tract of land sit ate in Je ferson
TJ~A;t:Ship,. Washington County, Pennsylvania, being more particula ly "bounded
amd ce:;cribed as follows, to-wit:
E-EGIN.t\fll\JG at a stone on corner of land now r former y of Arch
R.·)b"!.m:::on; and land now or formerly of McCaffrey,. South
dtsLnce of a)proximately 299. 54 feet to corner of land c
.Dav-:s :tnd Ruth V .. Davis, his wife, by Russell Orenchuk
hiS -Jit-ne; thence South 54° 14' West, 100 feet to a point; t
renchuk,
0 35 04'
Eas·:; ~50 fe8t to a point in the Follansbee-Eldersville Ro d; thence South 54° 14'
\Nest, a distc..nce of 840. 52 feet to a post; thence by other land of Je se N .. Davis
a·~~d ~uth V. -Davis, his wife, North 18° .00' West, a dista ce of 657 06 feet to
a post on linE· of land now or formerly of Arch Robinson; hence by and now or
:formerly of J..rch Robinson, North 60° 04' East, a distan e of 751. 6 feet to a
sbne.) the place of beginning. Containing 10.911 acres.
EEING a part of the same tract of land as wa conveyed to JesseN .
. Dav:.::: and R li:h V. -Davis, his wife, by deed of Russ e 11 Or Julia
O:.renetuk, hi:; wife, dated October 31, 1946, and recorde corder's
Otfiee :)f Wa::='hington County, Pennsylvania, in Deed Book 718, pag 228 ..
FARCEL II: ALL that certain parcel of land ituate in anover
ToWJ.3hip, W:tshington County, Pennsylvania, bein•J more particula ly bounded
ac-d j3scribed as follows:
...... ,....,
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·BEGINNING at a corner in the center of cone ·ete road nd at the
S-:>Uthvest ccrner d a 3 acre tract of land, now or ·forme ly owned by Jesse
I:a"~.;is~ thenc:; center line of said concrete read and prop rty now o formerly
o: Da"~.;is, Ncrth 75J 301 West, a distance of 378. 95 feet t the plac of
b :;g!m:ing of property hereinafter described; thenc·e by la _d now or ormerly
o: I:•avis North 19°-001 East, a distance of Six Hundred F r and f" ty-nine
Hundr·:;dths (604. 5te} feet to a point; thence by Irwin, Nor ;1 61° 301 East, a
disl3.na:!e of S:;venty-nine and eighty-two Hundredths (79.
0 treE;· thence North 76 451 West, a distance of One Hund
twemty-three Hundredths (132. 23) feet to a point; thence
.Sc·uth -_g0 00r W,est; a distance of Fout Hundred Ftity-se
Beech
ty-seven
•) . Hunairedths (-±57. 67) feet; thence by land of Yost,. South 1 00 1 We t, a distance
of Two Hundred (200} feet to a point in center line of con rete road thence by
·CEnt3r line o:li concrete road: South 76° 30 1 East, a dista ce of Sev nty-eight
(73} feet to the plac:; of beginning ... Containing Two (2) A res more or less.
BEING ::he same tract of land as was convey d. to Jesse Davis and
Ruth Da.vis, tis wti:;, by deed of Delores Ida Davis a/k/ a Gillespie
:;t ID.~., dated .April 30, 19·!37, and recorded in the Recor of
washington CJunty, Pennsylvania: in Deed Book 993, pa
-:ie3d. was mace from SolomonS. Postlethwait and. Mary .-Postlet wait, his
· 7i7i:e; to Jesse Davi::: dated July 28, 1962, and reco~ded i der 1s Office
of Washington Counfy, Pennsylvania, in Deed Book 1137, p3.ge 412.
E~{CEP'='ING AND RESERVING from said con eyance a tract of land
frcntinq 78 feet on the Follansbee-Eldersville Road and e ck a distance
of 30J f3et and havir:g a rear measure of 78 feet; being arcel IT i the conveyance
frc:m JE.sse Dc..vis ar:d Ruth Davis to Walter Zylo and Ann Z;rlo, his wile, by deed
cated September 17, 1962, and recorded in the Recorder s Office o Washington
.County, Penm:ytranic.., in Deed Book 1139, page 571.
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PARCEL III: ALL that certain piece or pare l of land, situated in
tte Townshir: of Je:rferson, County of Washington,. State o Pennsyl ania, bounded
and described as foil.lows:
BEGINNING at a corner in the center of the
by be lando: Irwir, 01° 30' East, a· distance of 250.14 f ~t to a po nt; thence
. 0 .
by Irwin Nor·~h, 23 30' West, a distance of 447.15, feet; :hence by the land of
the ?o:;tlethwaits,. South 19° 00' West, a distance of 604 .:1d . 59 fe t to a point
in th.e -::!enter of the concrete road; thence by the center o
and the propE:rty of Irwin, South 76° 30' East, a distance c•f 378. 95 eet to a
ccrr.er at the place of beginning. The actual land convey d. contain'ng Three
ar_d .160 Acr~s mo:-e or less, excepting and reserving th
ncwev8r all be coal underlying the surface of the said de ct, together
w~ith alll. the mining rights which was conveyed by the heir
dECE:aS3d to v/alter·Craig Lee, by deed dated January 5,
in the :record8r's office of Washington County, in Deed B
bein•J a part cf the ~.arne land which was conveyed by Mar a.ret Wri
-:Jy deed dated May 22, 1925, and recorded irr Recorder's Office of ashington
:cudy in DeEd Book 530, page 464.
BEING lhe same tract of land as was conveye to Jesse Davis
a.nj Rulh Davis, his wife, by deed of Solomon Postlethwa t et ux. d
__ dc:y of ____ , 19_, recorded in the Recorder's office of ashington
Ccurrty: Pennsylvan-~a, in Deed Book 659, page 565 .
. E={CEP'='ING AND RESERVING from the desc iiption th following
lwo parcels:
1.. A tract of land 0. 80 acres conveyed by Je
RU:h V •. Davi:::, his ""Vife, to Hugh E.-Link and Wilma Jun wife, by
deed dated January 6, 1958, and recorded in the Recorde ':; Office of
· Wastington Cc•unty, Pennsylvania, in Deed Book 1012, p ge 199.
'I
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· 2. The rectangular tract of land fronting 2. 75 feet on t e
FoHu:sbee-Elders-Jille Road extending back 300 feet and having a r ar
rr.ec...st:.-re of ~. 75 fEet; being Parcel ill in the conveyance :rom Jes e Davis
-a~d Ruth Da'i.:is, hi3 wife, to Walter· Zylo and Ann Zylo, -~s wife, b deed
datec. Septerr_ber 1r;", 1962, and recorded in the Recorder .3 Office o
v.·a::J.hgton County •. Pennsylvania, in Deed Book 1139, p ·Je 571.
CER'iriFIED TO RECORDER: APRIL 1, ·•
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No .. ~58 ..... , o..f ..... l.9.68 ................ 19 ...... , .. .
In the matter of the 'First .and. Final
account of Robert Davis,
~ecutor, .
of Estate of 'RUTH DAVIS aka
. . .. ... -~~
'RUTH V. 'DAVIS,
-. DECEASED •
· 1\iljuiliratinn tf.Ull irrrrr ·
SlllM .:JD tl3J.SI83il ONHJ\IW llJSSnCJ
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Form RCC-33
--• ·" ....
COMMONWEALTH OF PENNSYLVANIA
.DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF ........ WA.SHING.TON .......................................... .
I~WORrANT: T1ds ret~rn must be completed in detail and filed in duplicate, with will attached, with the
R~ister of Wills of the County where decedent resided; Returr is due within one year after
d~e of ~eath, unless an extension is granted by the Secretary of Revenue. (Section 703 of
. ~~ Inl).erit!ince __ an!f.E.!:!t~te ~ax A,ct of 19!)1.)
IN" T~ MATTER OF THE-ESTATE OF
R.ITrH .. DAV.II.S. __ .a./k/B-...... RUTH ..... V ..•...... .DAV.I.S .................................. .
(State fu"J name or d '< odent)
AFFiDAVIT OF
EXECUTOR
Late of·····-········· ........... JY.a.s.h.i.ngt.On .......................................................... County ~~~-W'IH;1t~
State of .................. .2en.nsylv.a.~.ia ................................. }
ss:
county lf 1Y.a.sb1ng.ton ...................... ··········-·
··········--······················· .................................................. ~~.1.>.~.~-t .... P..~Y..~.§ .. t ...... ·········· ............................................. .
X~lir of t~ estate of the above-named decedent being duly sworn, deposeS
Eeeotor
and sayS
Deceden-; died -········· .................... .Ma(~:~·)···················· .. l~Jay) .......... , 19 .. ~~;)·····•{ ~~~eaving a last will, copy of which is hereto attached. }
Name and acdre '' of attc.rney o;} .. G~o~g~ .. K.~ .... JI~pl)~ t E.~q-~ .. ~ ...... :4.gl. ..... W.@,~_t.-_i,.n_g~cm 'J';r.~§l .. Q.l_qg_~ .. f .............. .
other acthorized re~resentative to ·
who"' au carre•parcence sh·•utd be_ Washing.ton., Pennsy.l.van.ia ..................... _ .................................................................................................. .
mailed.
That as su:fl .. RQ~~~.;r..:t .... D.~.Y..:$..§ ..... deponent is familiar with the affairs of said estate and the property con-<•·:x:,r.utoXIX.Xx.K~
Rtitutir.g the as.:;ets the:-eof and their fair market value.
That at the :ime of ~eath there was no safe deposit box registered in decedEnt's individual name, or jointly
with, or as age:X or de:Juty 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 ADDR~=s OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED -RELATIONSHIP OF JOINT
IN ~HICH ~ECE.ENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
WORE
'1hat the coatents of said safe deposit box or boxes are itemized under Schedules ___ of this
retura, with ~e exception of the following, for the reasons hereinafter set forth:
":.'ha::; Schedt-le A attached !1ereto and made part hereof sets forth fullv and in"·detail all the
real ~roperty ~n the Commonwealth of Pennsylvania of which decedent died haJing an interest therein. It
also 5ets tor~ the m•rtgage encumbrances upon each parcel of real property at the date of death, giving
the anount st~Ll due at death, name of mortgagee, date, rate, of interest, and book and page of record
thereef, :t ~Lso sets forth in the columns provided therefore the assessed valuation of each of said
parce1s, the e:::timate~ market value thereof as of d.ate of death of decedent.
'Ihat Schedu.e 8 attached hereto and made part hereof sets forth f\:lly and in detail all personal
prope1ty wh-:!res.:>ver s: tuated owned by the decedent at the time of death; all moneys left by the decedent
at th~ time of death, whether in decedent's immediate possession, standing to decedent's credit in banks
of def.·osit, SBTings b'!-nks, trust companies, or other institutions, whether Lndividually, or in trust for ,.,,, ,,#
any 01.her perscn or pErsons giving also separately the accrued interest thereon, if any~ down_._to tne, last
intere·st dr.y pior to decedent's death in the case of savings banks, and to the date,.or-,de,cedent' s death ...... ~ .. ~-· ·.('~·~ in al: other cases; all bonds, postal savings, treasury certificates or no:;es and .:-o~e_J'·~;idene-e'-o'f.. ~~-
debtedness of :he United States to the decedent; all obligations, whether by stajfUte:·or'"""'l-gr,eelf[ent··t;h'ey
11 re desigm.ter. as tax free, of the United States, or any state, or politiclll subd]..vTs2iori-·thel-eo~ oi=::?r -w· _,.,.,. _, ~·-nny f("rei~ c01:ntry, li'hich are owned at the time of death; all wearing apparel, jew~:tr_y1 ~lverwa:::e,_::f1:·cf
turcs~ bool-.s, ~Jorks or art, household furniture, horses, carriages, automo•iles, lf~«'~ ... a,;t·d. an:f'.a~\;:SJ'l
0 t.her personal chatte] s of whatsoever kind or nature, left by decedent, together with ~1jlt~1'8:irly estimtrted ,,, .... ,;;' marke·. \"al• e t•ereof; all bonds and mortgae;es held by decedent and of all claims due an<}-, owing 4~ce_d_ent '''""'111 at th~ time o~ death, and all promissory notes or other instruments in wri1.ing for the payment of money
or wll_ch iiE·cer.~nt rlie·:t possessed, of whatsoever nature, with interest thereon, if any, giving the face
value u.nrl estmaten. f.tir market value thereof, and if such estimated fair narket value be less than the
face • alue,. i 1l sets f'.)rth briefly the reasons for such depreciation· as to ~ach i tern; all moneys payable
to the, estete :"rom li:'e insurance polici-es carried by decedent; all annuit~ and endowment contracts the
proceeds of whDch were payable upon the death of the decedent; and all the ~rporate stocks and dividends
due tr~ereor aral unpai-3. as of the date of death, bonds and a·ccrued interest thereon to the date of dece-
dent'~ death ~.d other investment securities owned by the decedent at the tlme of death, with the market
value thereof ;e_ t such time.
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 inter~st there is annexed to
said schedule, financial statements sho·.ving 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 submitte-d.· 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'~f 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 the case of t~ansfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y
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, or jointly with another, or any power of appoint-
ment vested in decedent, either individually o~ jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such 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 hereto .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 record 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 d.ecedent'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 tmpaid at time 0f
~ . death; taxes accrued charge.able for period prior to decedent's death. (except. those_ allowed 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 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", "C", "E", and "F" as directed therein,.
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this .... gP..:t.b. .......... ..
\ .. ~~
................ ; ......... ~ .......... , ... , ... ~ ........... ~~Y of ...... J.a.nu.a.:tY, ........................ 19 ... 68 ..•
..
:1;q~~
... ' ,, ~·. • -zj: .-(j ~ Notary Pub!«:, Wasliineton, Washfnn+on ~ . ~ -.:;.J ;.; 61.
·· /".; • My Con\mlssi_O~EJcilires June 28i 19ZIJ •
~ & ............ <·A ................... :.::: ...................... ~ ............................. ~ ......... ~ .. . /~ .
/(Executor-Administrator)
............ B. ....... D. ........ H.4 ........................................................................ ~ ........ ~~ ..
(Street Number)
........... ~-~-~g-~-~-~-~-~.Q.!~ .•. : .... ?.~.~~~.Y.~.Y.~~-~-~-.........
(City or Town and State)
. .:.· .. "),.,., . NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in w1th 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,
--.-,
RCC-34 {I 64)
COMMON ~EAL TH OF PEN~SYLVAhiiA
DEPART ..4ENT ~F REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INI-ERITANCE TAX
RESIDENT DECED~NT
SCHEDULE' !•A"
-REAL PROPERTY -' '
Re-al property in Penn~ylvania, with statement of mortgage encumb,rances upon each parcel at death of dece-
dent. V.here property heid as joint tenant or tenancy by entireties, report on Schedule "E". Property held by
th:! .dec~dent· ~s tenant in common with another or others, ~hould .be identified as to quantum of interest and
th~ es.ti"mated value should be that of the decedent's interest only.
The real pr'oper-y located In the Commo(lwealth of Pennsylvania should be
descr.lbec by lo· and block number, street and street number, together with
a general descr'ptlon of the property, with a reference 'to the record of the
conveyamce by "hich the decedent took title; If a farm state number of a-
cres; als> statement of mortgage encumbrances upon each parcel at death
of decede,nt. T,.xes, assessments, acci.ued Interest on mortgages, etc.,are
to be lis!ed on .ochedule "F" and must not be d_educted from th.~s schedule.
l~ .. 9ll J! .. ores situate in Jefferson Townsllip,
. Washington County, Pennsylvania, . recorded.
· in Deed Book~718, page 218p upon which
Orlf!![ is Weeted liYbne-balf story frame house;'
t;.. 3 Acres, 'Deed Book 859, page 566; 1 Acre
Deied Book 993, page 256. ~, .. ~..,., · ·•(•:·!~(
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(1)
.ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
2,755.00
90.00
'30.00
Insert thi.s t-otal opposite .. real property", Schedule .. A" in the X X X X X
••As j;"epor~d" column.on the last page of this return.
(2) (3)
DEPARTMENT
' VALUATION
ESTIMATED CAUTION MAifKET VALUE (Do not write
-In this space)
14,000.00
J
·• Cm.fJONWEALTH OF PENNSY:LVANIA
TR.A:~'SFEK INHERITJ!.NCE TAX
--SCHEDULE "B" ·~--·.RES £DENT DECEDEN'J PERSONAL PROPERTY
•' INS?.RUCTIONS: This ~chedule must disclose all tangible and intangible personal property owned individually
by t.he decedent, at the time of his death, Property owned by the decedent jointly with another or others
must. b~ listed under Schedule "E", Intar:'gible personal property, titled in the name of the decedent, but
paye.bl::! et death to ano~her or others, inciuding but not limited to p,Q,D, U. ·s. Savings Bonds and tenta-
tive truet accounts, must be listed, despite the fact that they are not of the administered estate.
-Tangible-?ersonal property should be listed first (e.g. jewelr.y, weari~g apparel, household
goo~, and ~rnishi~s, books, paintings, automobiles, boats, etc.)
_,,,::~~~ Intangible person'!l property,. such as bonds, treasury certificates, cash on hand and in bank,
:,. :·:.'.~:t,~£~!(11Drtgages, r.otes, together with accrued interest or rlividen!ls, salaries or wages, insurance pay-
. •.':}[~~~'j~ff)'.·the estate :>r firluciary in said capacity, partnership interests, interest in any undistributed :·e·~·t;£~ of or income from any property held in trust under the will or agreement of another, even though
~oce);ed outside of -:.he State, at the time of death, should be listed in this schedule.
Item
NO•
ITEM
List and describe fully
I eh¢ck1ng Account. Bank of Weirton,
!fl~lrton, West Virginia
Bo~sehold Purniture
Pr.xdential lnsux-ance Company -
lnsUJ."ance money
ln$u~nce 'Money -Weirton Steel Company . _, z s-"!:9
51 UDited States Savings Bonds -Series
:E purchased from OCtober 10, 1961, to
OCtober 17, 1963.
Christmas Club -Mellon National Bank,
• :Burgetts.town, Penna.
l950 Truck
'
Insert tbds total opposite "Personal Property", Schedule "B" in
the "As Rapcrted".column on the last page of this return.
UNIT
VALUE
X X
ESTIMATED
MARKET VALUE
445.09
800.00
9,489.46
1.2'96;26
v 1,093.22 ...
47.00
100.00
DEPARTMENT VALUATION
(Do not write in
this space)
l·,.,.
13,271.03
·-·
RCC-3c··:-; · ·.-
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CL)\!\!li:'-'.\"_··;;-_·:.\':I.·.;·r':Il· LW l)l-'".1"'YI \i-'Nl ·' -'·"-~" .J .... i "-
TIL\i'i'8l·'EH. l~HE!\ITANC3: TAX
rt.<.::" InFXT D :<:CEDENT
SCHEDULE "C"
T !lAN S FETlS
(1) Die decedent, within two years of death, make any transfer of any material part of his estate, without
receivir.g a valuable and adequate consideration therefor? (Answer yes or no)-----
(2) Di·'l dec~dent, wi ttin two years of death, transfer property from himself to himself and another or
others (including E. spouse) in joint ownership? (Answer yes or no)--~--
(3) If the EJJswer to (:1.). or (2) .above is in the affirmative state:
aa) Age·of decedent at time of transfer---------
lb) State o:· decedent's health at time of making the transfer. (Ncte 1).
lc) Cause of decedent's death. (Note 1).
(4) Di• decedent, in h:.s lifetime, make any transfer of· property without receiving a valuable or adequate
coasideration therefor which was to take effect in possession or enjoymert at or after his death?
(ADswer yes or no) _________ _
Ca) Was there any possibility that the property transferred might return to transferer o·r his
estate )r be subject to his power of disposition?. (Answer :lJeS or no)-----
Gb) \Vhat wa~ the transferee's age at time of decedent's death?------
(5) Dicl decedent in hi~ lifetime make any transfer without receiving a valuatle and adequate consideration
therefoll under whieh transferor expressly or impliedly reserves for his Jife or any period which does
no·: in :fact end be:'ore his death:
•a) The pos~ession or enjoyment of or the right to income from the property transferred?
(Answer yes or no) ---------
lb) The rig:1t to designate the persons who shall possess or enjoy the property transferred or
income ~herefrom? (Answer yes or no) -----------
(6) If the c..nswer to (5: (b) above is in4 the affirmative, state whether the right was reserved in decedent
. ··alone 01· 0 therS -------------------------------::--------------------------;--------. (7)·_. iii-3 de«edent in hi:; lifetime make a transfer, the consideration for whicli was transferee's promise to
· pa; incc-me to or f:H the benefit of care of transferor? (Answer yes or ao) ------
(8) Di-~ decedent, at aoy time, transfer property, the beneficial enjoyment ot' which was subject to change,
be::ause of a reser·;erl power to alter; amend, o·r revoke, or which co11ld revert to decedent under terms
or tran~fer or by )peration of law? (Answer yes or no) _______ _
(9) Ir the answer to (3) above is in the ~ffirmative, was the power to alter, amend, or revoke the inter-
est of -:.he beneficlary. reserved in the decedent alone or the decedent ancl others?
(A,swer yes or no) _______ _
NOTE ~ The answers ·.o these questions should be supporteci by affidavit bi the attemU.ng physician as
well as a C·)PY of the :leath certificate.
NOTE ~ If answer to any of the above questions is yes, set forth below a description of the prcperty
transf-erred, it's fail'" market value at date of death, dates of transfers and to whom transferred, with
relationship of transf-erees to rlecedent, if any. Submit copy of any trust f;eed or instrument, if trans-
fers a:re cl!!.imed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE ~ List applicable property below in manner in which provided in Sched~les A, B, or E.
ITEM DESCRIPTION
NONE
MARiillT '!' ALUE
(Estimated)
DEPT. VALUATION
(DP.p t. ()nl y)
__ ...~-___ _:_ __________________ ......_ _____ _.._ ____________ ....
Inser-:. thi~ tnt,:o.] oppr-sJ.t~ "TransfP.rs", Schedule "C" in the
"As ReportFrl" coi.umn e-n the last page of this return.
RCC-38 0 •
CCMMON"'ffii\L'1H GF l'ENr-;SYLVANIA
TH1\NSJ:-~H. THIElUTANCE TAX
-·-':
SCHEDULE "E"
JOINTLY OWNED:PROPERTY
.. :
Il\STRVCTIOt\S: Tris schedule must disclos~ all property, real and personal, owned by the decedent jointly
with ar,other 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 under Schedule
"A", pius tbe dE..te and place of record of instrument effecting vestiture, but do not include entireties
or out of state real-estate value in estate valuation c9lumn. Personal property should be listed as in
Schedu1e "B", plus datP. of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Descri"ttion of :Property, Date of Acquisition, Name 1· Unit.
Addres5 and Rel~tionsh~-P of Co-Owners, and Place I Va.luP.
of Recorli of Instrunent, where Real Estate. ! ·
Saviags iocount, Bank of Weirton,
Weirton, WEtilt Vi.rgloia, November 4,
l963i Co-Owner, Robert Davis, Son
;/._ ~~d_A J~;; /:~'"') ,...._. ..... _ '
percentage Estate
Share Valuation
DEPARTMENT VALUATION
CAUTION-Do not WrHe
In This Space.
Value of_
Entire
Property
Value of
.Decedent's
Interest
----------------------------------------~---L-----L---------L~~----~-----------+----------
Insert this tot.al opposite "Jointly Owned Property", Schedule -"E"
in tihe "As Repcrted" column on the last page of this return.
(
h
RCC-37 .. ().2-63)
••. I ~ ...
('01\11\ION\\"EALTH OF PENNS~_-YLANIA
TRANSFER :NEERITAJ'KE TAX
RESIDENT I:EC'ED:::'<IT
BENEFICIARES ~ND ADDRESSES
State full ~aliE.S ancl addres:::es of all who
ave an inter-=st, veste·:l, cont.illgent or other-
~ise, in estate)
'ft ....
.
. .a. lblVifl!l R n·· #4
ft. ?.:tstawn. Peuuti
nnln:r>@!(lt Glll.osniP-R D tn
-. ""':tatmm Penna.
Dtnut lei DIUI'iB ?.5th Street
Wll!l l=~·mr~ WaRt V:irD'inia
La.ver:-.n. !"!Oli:innin. Route 2.
Sten" :·4 1.le Ohio
Pf!'tgstv lh.nzi !Jski Lan2eloth
PeuosliTlvania
Reain!ll Mr:~-.t~t ....... Lai'IV-elotb ..
Pen·ns.vtva.nin.
,._.. \I ;I' ( 4 .... ' ... "'
SGHEDULE "D"
BENEFICIARIES
RELATIONSHIP SURVIVED (If step-children or
illegitimate children DECEDENT
are involved, set STATE YES
forth this fact.) OR NO
Son Yes
Dauahter Yes
SOil Yes
Daui!hter Yes
Dauabter Yes
nau.zhte:t" Yes
-
DATE INTEREST OF
OF BENEFICIARY
IN ESTATE BIRT}I
~!1 Ieal estate and
·--•uw~ _, ua ftl\ll't-v
1940 sixth of remainder
1920 One.!.sixth of remalnd
1932 Ono-stxth of remalnd er
1925 One-sixth of retlla1nd
1931 One-s1xtb of remalnd
1938 One-sixth of remaind er
Deponent fu~ther says thet all the above-named beneficiaries are living at this time except below: .. -.... ..
SAME DATE OF DEATH RESIDENCE
JilO:~
SUMMARY
Real Pr9perty ....................................................................... ( Sch. "A")
Personal Property ........................... :. ···························:········ (Sch. "B")
'rra.nsfers .................... None .................................................. ( Sch. "C")
JQ.~.Q.tl.Y. ... Qw.~_f;!_4 ... ~Q~~~.Y. ························································
Gross Taxable Estate .
. .. : .. ~·
• u.;
t-4
-~ >. ~ t:l
f-. ~~ ·z ... !:il c<l :C.S ....;~ <l) ""' ~~ >-~ < !:il (Jl ~ riJ --&
< < ~ (:'~
r:x:: •• <1: 1:11: p... ~ .GI 8' ·a Cl.o 0 <1l Cl.o p... ' .... ...:: lol < lol < :z: :z: !:il ~-rtj ~: ·:,.. ..
!-< !-< E--' +il . t.O "' !:il ~ "' ..., a: c Q
0 ~ :r: -··-~ c z. E--~ .... , ~< z E--(Jl ~ bti .=: ~
{..t.. !:il t: ~-
=
' ...... ~ -------0 i1 0
a ., ...c: 1¥ c r:x:: 4-J 0 0 ,-: Cl.o :c !:il QJ ~ ~ E--= ...... :.. I:!C .I:: E--0 '. ...
"' ~ ·' c :s < ...... .i::· I o -0 E E ~ A: QJ c E 4-J ::: ~ "0 ,-: 0 0 -< ...:l u u
..... ,· '~·· ..
(1)
(As Reported )
$ ...... 1 •.• QQQ ·' ()()
$ ...... 1~ .•. ~71_,_()? .. .
$ ............ ·············-··
$ ...... l.S. .•. ~~~-·-·~-
$ ..... :yo .. r33~.s.~
$ ..... ~.W. ($i_l ... '1.1 ..... .
(2)
(As Determined)
$ ./.i{~ee~ .. C!P.. ..
$ .. /.-? .. cf.. ?[ ... t:J~ ..
$
$ --~/··?J./-.;JJ.
$..... .
$ 3.-ri...CJ.~~-<?/
'""'' ( ' (.,
<-... ...-
:-..-~-: --c:--· ........ ' t
f":.~
._. t r---l
~ ...... rn
....... CJ ......
.t:::..
~
·.
. 'i;.. ~;'ICC;39 '16-67)
COMMCNWEAL TH OF PJ;N'NSY_L~ANIA
TRANSFER INHERITANCE TAX
DAVIS ,-... RU'i"H. a/k/ a DAVIS, RUTH V ~
FILE # 9.391-19
!'larch 12, 1967
RESIDENT D ::CEDENT SUMMARY
FILE # 9391-1<; n .. EPOH'l' OF INHE.lUTANCI<: TAX APPRAISE[;.
I~ the undersigned
# 60:: Washington
duly appointed Inheritance Tax Appraiser in and for the County of
the real ani pers-onal
opposite ea:::h ite11 in
, Pennsylvania, do respectfully r·eport that I, have appraised ,
property as reported in the foregOing reLurn at the values set forth
the last column to the right in Schedules
Dated: 02-0~6B
03-1~.-67
REPORT OF THE REGISTER OF WILLS
I, the under3igned duly elected Register of Wills in and for------------
Cour ty, Pennsyl va.1ia, do respectfully report that I .have allowEd deductions in the amounts
clajmed by d~ponent, except as to those i terns where a greater or lesser amount is set forth
in t.he l::tst colunn to the right in Schedule "F", which greater or lesser amount represents
the stun ::tll·)Wed a.3 a cled11ction.
Dated:
REGISTFR OF WILLS
INifENTORY
Rea:.. Prcper·ty (Rchedule A)
Personal Pr:opert;y (Schedule B)
Transfers (:Schedu:le C)
Joint-HEld Property (Schedule E)
VALUE
$
AS REPORTED VALUE
14,000.0_Q_ $
13,271.03_
AS· APPRAISED _,_VA""'L=:;U"-!E:..' -"'A~S:......!.!RE=:.• AP=..=P~RA~I...::=S:.::E~D
14, OOO.QO_ $ _____ _
13 ~2T-..03 .----------------·---
TOTAL GROSS AS~TS
LESS Detts and Deductions
( Sc HEOOL E F)
CLE.!R V~.LUE OF E~ATE
Valuaticn of' lifE estates or
annuities
EST~TE 1.~~ ASSESSMENTS
13,562.4..2_
-~4~0.,_SJ.a • .5L
======:=
$ ____ _
------··--
$ -------
------~--------·--.-.. 6,?a-.. 25_· ·-
34, 05;?~ 28~? .. :-·.·. _____ _
======·-==========~=:===
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on $ ~% $ ________ __
Tax on ~ 10~ ~------
Tax on ~-----------------:---~ $ __________ __ Tax on ~-. ___ lR% $ __________ __
Exe·'Tiptions := (':')
To t9.l Estate· _____ _
TOTAL TAX
Less tax preYiously paid
BALANCE
Less 5% of tax .if paid within
3 months .after death
BAL.OWCE OF INHERITANCE TAX DUE
Add interest at rate of n% from
to
AMOUNT OF ESTATE TAX.ASSESSED
Estate :.ax paid
BALANCE DUE
Add interest at !ate of 6% from
to
$ ____ _
<!> '~=======~= $ -------
*======t=
$ ______ _
ct> ~·------
TOTAL TAX BALANCE
PAID
FOB USE OF BEGIS"'ER ONLY ADJUSTMENTS
(':') As evidenced by Chari table Exemption
Certifi~ates issued by the Secretary
of Reve:tue.
~-----------------
$ ______ _
$ ______ _
$ ______________ _
$ -----------------$
NOTE: '/here subsequent adjustments are made to the above computation of tax by the
~eg~ster 0f Wills, for proper reason, same should be nated below, with short
·~xp=.ana ti•m.
.,
.t
·'
' ..
Will
Administration ~ No ....... .
I:-< THE
. Year ........... .
~lATTER OF THE APPRAISEMENT
OF THE
EST.\TE OF
.RUTH. DAVIS . a/kla ........... .
Deceased
Late of. .. Burg.ett.stown ....................... .
County of ..T,I/C1~ll:~~~<?I1 ..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
\
i
..... ,
.,)
-~
·~ ~ :· .
' __, Fonn · RCc-~·· 1 . c •
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ........................ :F.~br.uary .... Z.,.: .... l96.8
COUNTY .. : ......... W.4~h.~.~-~.9.P. .......................... . DEPaRTMENT OF REVENUE •
BUREAU OF COUI\;"'TY COLLECTIONS
HARRISBURG, :?ENNA. 1 71 2 7 FILE NO ............... 93.9J..~.J...9 ......................................... .
',!,
~hereas, ............................... Ruth .... D.a:vi.s .... a/k/a.: ........................................ :.·.·: ........... , .... late of ..... ~?.~~~ ........................................... ..
in the Coudy of ............................ w~~h.~g~.Q~L ............................................... c .................... CQmnionwealth of Pennsylvania, having died on
the .............................. l2. .... t.h .......................................... day of ................... ~~-!';.P .......................................... 19 ... 9.7. .... seized ~nd "possessed of an estate
subjeet t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
'Th f. I .~ <· W. tl C'h... e . . d I . t d d' t I . ere ·Jre, , ................... :, .. : .............. H ......... uQ..n ... ;v ......................... : .................................. , an appraiser. u y appom e accor mg o aw,
havi~: bee:1 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:
Ia the ewen• that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the ex)Ji.rat1olb of any estate for Ufe or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritEilce taxes 3t the lavful collateral rate on any such future interest.
Appraisement Unit Description of Asset Values Made for Inheritance
Tax Purposes
"" $
REALTY:
As per Sched~le "A" -. ll 000 m
PERSONALTY:
As per Schedule "B" 1 ~ .??1 o~
TRANSFERS: -..
NONE NONE --
.. --
JT. HELD: ; ·•
"
As per S~hedule "E" , . ·: 6~?~n 2! .. .. . ..
~
Total 35,052 2€
'
,~,
.
~avi~g been duly ~wo.rn ac~ng to law, I do hereby i that the above appraisement is made in con-
fonmt• Wit~. la71 on tha .......................... ~ ............. day of ........ c ; .··. ~ :~ ~..g;~
~ ""·· -~.P~~.~·· . ~:~~-J
~·.
•·
1:
\. ~~
'·
:["'.
,
i \ I·
.!
i ~ i
. ................... WASHINGTON ............. , .................. :...... (: OU11ty.
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
... RJJ.'l'H .... DA.VIS .... a/.k/a .......... jj~(-~~;;;J: .
, Lat~ -of
/
......................................... BURGETTSTOWN .. : .. , ...... : .......................... : .. .
Date of Death, ................ ~.ch ... l2., .. :.1967 .... , ............ ..
AppraisemeHt Docket Vol., ................ .3.9. ............................. "
Page, ........ 27.4.~3 ....................... No. .. ....... 93-91-1-9 ............ ..
Filed in Register's Otftce, ..... F~b. ....... Z., ............. J96.8 .... .
A1Munt of tax due, $ .................................................................. ..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut--,A p,P.ra.ise.ment,., ~.>.! ............................................. . ~I 1./.\ :.JU t.r..J.\.·~ll~J::J(J ONiC:l\fW TI3S$fH:I
Appenl!:.li'om ~A ptmorsem·ent,~!.t~U ... t:o:r.::::r ............................... . "'"01(1 • et• 'lei~ 'w'~..J \o.,.J\'i'i ..._! .... i-
Entered and cer~·-l·-1--.. :l ....................... : ....................... ..
.. _.-. _.. __ . =-~-
(•
,, ..
~ .......
.,
j
l
l l i ~ i ( i 1
,1i
; ~ r !' u
:)
,_.
. \)
,....-
Form RC C -1>• ' DEDUCTIONS' ALLOWED IN
OF
AND
OFFICO: OP" TME
RO:GI"9TE'I OP" WILLS
Washington couNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
-. ~-!!?/!.7-0 g CJ
"HE SUM OF . .. . . . . . . . . . $ --~~-~-=!£
JATE APPROVED
I V. DAVI
:::s-Au o=-RUTH DAVIS a/k/a RUTH _ LATE oF Burgettstcwn, Washington County,
Pennsylvania
:lATlE CF F1".1NG APFRAISEMENT ----------DAT!i OF DEATH 'March 121 1967
'· DATE ,..o. 0<' NAMii OF PAYEE REI'IARKS AMOUNT V::>UC .. IJit
5/ 9 6 ... Jam.es Funeral Hom_e Funeral Exner:.se_ , 2fi4 10
6/ 9 67 McCurdv Memorial Inc. Grave Marker 14 00
1/25 68 Wi]liam R. Sausser Real Estate AP~raiser 25 loo
3/23 67 Re~ister of Wills Letters of Acministration 21 50
5/ 3 67 Bux~ettstown Enternrise Advertisin~ . ·, R loo
' ....
3/28 67 Washin~ton County Reports Advert is in~ 12 50
1/25 67 Reeister of Wills Filin~ Inventor~ ~ loo
Reeister of Wills Filin~ .A_e_co_11r-t 1n I on
Notary Public 6 00
Rotert Davis . Executor's Ccmmission , ~00 loo -,
~AC'·l"f7A l{ 1-J::l.nn::l .Esa AttornAv'~ FI!=A , ~00 loo
C)"
~--/~ .... " LA ~L~..a. /CJOO cJd
I"'_F"~_J .A;~Jt,~ 'rfL~ .... b" ..5? ~a
tUji~ VIda _/}u """-.. .JJ~ /..S6 0-.e
/
1/L~~ -6-:" /7 ~ ..5'cr
.
~ ~-~ '·
CCMMOMWEAL TH 0"' PENNSYLVANIA }
Cc:u ""TY OF --...IUMOJ.JI..L.I..Uf;;~u..&..----sa: . ... Washington
-----------R.u.~.~O!.A.bae4.1rLt~o..-.l.o!D~auVL.ilo.iS~---------.. EREBY CERTIFY. THAT. TO THE BEaT OF
MY IC"'OWLB:IGE "NO BEL.. EF, TMI!: FOREGOING IS A JUST AND"'TRU E SfATEMENT OF DEBTS, FUNERAL. EXPENSES AND EXPENSI':S OP'
DAYIS a/k/a RUTH V. IDAVISEcEAeEo. As DEDUCTION~ FOR
-/fJ~/Si~J' (L. 5.)
CAYOf' -vr~
·" ~ .. MAE· HE-~v€G -tf
Notar)l rt~b t. washin~on, Washington co.
lillY ::omllli~~ion Expt.es June' 2a: 1971
'' ·"
-