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HomeMy WebLinkAboutOC1968-0211 - ESTATE OF MCKINLEYForm RC C ·10 DEDUCTIONS ALLOWED IN OFFICE OF THE ,.REGISTER OF WILLS THE SUM OF ............ $ !LJ.q,1:z~ oF Washington COUNTY STATEMENT OF DEBTS AND DEDUCTIONS DATE APPROVED .•...... '!..=c:!..~t... .... AND AGENT OF THE COMMONWEALTH (f!u--a-=-'et:l~d~-c-~ Regiller of Wills, Age"t ESTATE oF Major R. McKinley LATE OF Monongahela a Pennsylvania DATE OF FILING APPRAISEMENT _ _.7:'"'-.-· _-_-3 _ __:b::...· ...I.g"::,__ __ DATS: OF DEATH _,:J::..a~n.,:::U::;:a~r:..iy~9~, __:1~9~6:.!7 ____ _ ' DATE NO. OF NAM&: OF PAYEE REMARKS AMOUNT VOUCHEIIt l.':JO/ Jan. 20 Register of Wills Probate Will 20 12_0 31 Register of Wills 5 Short Certificates 5 PO Feb, 2 Washington Co. Reports Adv. Letters 12 pO 2 Daily Republican Adv. Letters 12 pO 23 Pa. Dept. of Rev. Auto Transfer 4 po Oct. 9 Register of Wills Short Certificates 1 PO 1Yb~ Jan. 31 Agnes McKinley Family Exemption ll.ooo bo 31 Register of Wills Filing Inventory 3 po 31 Register of Wills Filing Account 21 po > 31 Tempest & Simmons Atty's Commission including fee for preparing and fil- ing Estate Tax Return 6,479 ~7 Feb 10 L.M. Frve Funeral Home Burial Expenses 2,385 ~5 20 Michael Vaccaro Doctor's Bill 735 po Russell Marino Filing Account 17 po _,; Russell Marino Filing Inventory 4 po Russell Marino Balance on Letters 11 po Russell Marino Clerks Costs & Receipts 101 QO i!f'. n. 21 lA' ~~"' ~ )/;_ c _/}# -~ ;¥ LA -L ~ ~ t?--0 7 (/ ~til v ~~ /I 3 () ~ 7~ I --. . .. .-c-:, ~ ' COMMONWEALTH OF PENNSYLVANIA } couNTY oF Washington sa: 1, CLYDE G. TEMPEST~ ATTY. HEREBY CERTIFY, THAT. TO THE BEaT OF MY KNOWLI!:OGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSU OP' ADMINISTRATION susMITTEo To THE ESTATE oF MA.JOR R. McKI E INHERITANCE TAX PURPOSES. / Gr!A it~ NB1 / lviONONeAHELA. WASHING10N COUHTY MY COMMISSION EXPIRES JUNE 16, 1969 ( "!'~ . I r QJ:nmmnuwraltq nf Jruusyluauia:.} lllllasqiugtnu <!Inuuty. ss. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 20th day of January A. D. 19 67 , before me, Josephine M. Douglas , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in ~he Commonwealth of Pennsylvania, the last Will and Testament of Major R. McKinley aka M. R. McKinley late of Monongahela in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Agmes McKinley the Executor m said \Vill and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Josephine M. Douglas , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said" Agnes McKinley committing unto her the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring her to exhibit a true and perfect inventory thereof into the Register's Offi·ce, at W a'shington, within ninety days from the date hereof, and to render a just and true account of said administration at the expiration of six months from the date hereof, and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at Washington, this 20th day of January m the year of our Lord one thousand nine hundred and Sixty-seven. ·'· t " -Lt- i ' l i !I» !~ !I» I ~ ! ! i ! ! ! ' I l ,. COPY OF INVENTORY Rotary Public Agnes Mc~inley Major R. McKinley, a/k/a M.a. ~Kinley Maj OJ: ll. Mcl.inley Jnutntnnt attb J\PJifl~j 'itftt:nwt c~ll. rlglatl and creditl which w.re Major a. Kcl.illley, ~.ra./a lloa.oaaabela of --··-"·-·····-·'"''''"'"-"''"''''"'''''"""""'"''"'"''''"'''""'"''''''""'''''"''""'''""''_ ....... late of. .................................. -·-···-·-·-····--· .. ··-·-"··--··-···--.... -.... "············-- W uhingtcm County, Pa., taken and mtllle in etmformity with the ab()'()e af!ida"oil. AD undlrldad 1/4 latereat 1D ucl to a pucel of land a1tuate 1D Daytona Beach, Voluala County, Florida, beJ.na Lot Mo. 6 1D the Sllitb' a Sub•dl.S.aion of Lot a ••. 12, 13 and 14 1D Block Bo. 2 ill the ColeMD' a Daytona PlAD of Lot• aa per Map ill Map Book Vol. 2, pqe 148. Upon which there ia erected a dwelllaa bouae ldaDt1f1ed aa 10. 228, Fairvl-, Daytona Beach, Plol'lda. 'fOrAL VALUI IUW. BSTATB PDSOJW. PIOPDn' 1. One (1) 1965 Cadillac Coupe, Manufaetur• er' • llo. JS134134 $ 2,000.00 2. Cbeckiq Account, Weatera Peuaylvania Rational lank, Accouat Ro. 5,928.73 3. Stock (a) 1,600 abar•• Com.on Stock, Staad- ~d 011 of a .. Jeraey at $63.75 per ahara. 102,000.00 -------------........ --------~ ----- DOLLARS CENTS ,.ooo 00 ,---------;-;-------~--~- ;,., . ·lf 3. Stock (Coot' d.) (b) 71 share• Common Stock, Scurry lla1nbow Oil, at $19.82 per share $1,407.22 (e) 202 aharea Coamoa Stock, Seara, R.oebuek & Co., at $46.625 per abare 9,418.2.5 . (d) 100 abaree Common Stock, U.S. Steel Corp., at $41.44 par ahare 4,144.00 (e) 106 eharea Ohio 011 Co. , • Common Stock, (~atbon 011 Co.) at $61.94 pee abare 6,325.54 (f) 20 abaree Co.on Stock, Buaotun Production .Co. • at $39.88 per 1b&re 797.60 (a) SO ebu•• Cow.on Stock, Stanley Wamu Corp. , at $60.62 pe~ aha~• 3,0!1.00 (b) 100 ebaree eo-on Stock, Waner Brotb.ara Plcturea, lDC • , at $24.00 per 1hah ,.2.._400.00 TOrAL VALUB PIUOIAL PBOPDTY fl37,452.S4 \ \ TEMPEST & SIMMONS SICONO 6 CHESS STS. MONONGAH£LA, ~A .. ,__ (.,'"} I.;. .I C.;;~ ....... ~ .J;) f'() 1\) .... IN THE ORPHANS' COURT OF WASHINGTON COUNTY STATE OF PENNSYLVANIA Will Book No. 103 Page No. 169 IN RE: ESTATE OF MAJOR· McKINLEY, Deceased ) ) ) No. ------ PROOF OF CLAIM TO CLAIM OF UNDERSIGNED FOR ONE-FOURTH TAXES, REPAIRS, &c. ON PROPERTY DESCRIBED AS: 1967'-o.c. I Lot 6 Smith Sub Coleman Daytona, also known as 228 F~irview Avenue, Volusia County, Daytona Beach, Florida. OWNED BY MAJOR R. McKINLEY, FLOYD C. McKINLEY, GLADYS E. McKINLEY and ELLOREE LIPPOLD, as tenants in common, in accordance with itemized statement attached hereto marked Schedule ·A, paid by undersigned for account of MAJOR R. McKINLEY $ 3, 774.70 STATE OF FLORIDA COUNTY OF PALM BEACH FLOYD C. McKIN Y, aimant 409 South Atlantic rive, West Hypoluxo Island Lantana, Palm Beach County, Florida BEFORE ME,the undersigned authority, personally appeared FLOYD C. McKINLEY, who by me first duly sworn deposes and says that he is a creditor of the Estate of MAJOR McKINLEY, deceased; that the above and foregoing is an itemized statement of his claim against said estate; that said account is just, true and correct, and no part of same has been paid; that there are no deductions or set-offs of any kind except such as are specified in said claim; and that claimant's resi- dence and postoffice address is as set forth hereinabove. Subscribed and sworn to before me this day of fr~J ~~N~ \IY ru:." " .. . 8':'~ .. 1'; • I $3.00 filing fee attached f~S:~4 Affiant Q z '2_\~e-,8-_"'c_""'" ANNE E'del DEACON Attorney for Claimant 610 E. Atlantic Avenue Delray Beach, Florida . ' .... ' .,., IN RE: ESTATE OF MAJOR McKINLEY, Deceased.· SCHEDULE "A" Will Boo~ No. 103 Page No. 169 No. 1967 -0. C. ------ Taxes and property maintenance paid by Floyd C. McKinley from 1938 through 1967 inclusive. The payments for each year are itemized below. The property is identified as Lo~ 6, Smith Sum Coleman Daytona, also known as 228 Fairview Avenue, Volusia County, Daytona Beach, Florida: YEAR 1938 1939 1940 1941 1942 1943 1944 1945 1946 1947 1948 1949 1950 1951 1952 TAXES MAINTENANCE REPAIRS, ETC. 15.40 None 22.05 None 52.76 255.60 46.41 Non'e 54.08 None 46.00 ' 527.30 50.14 420.22 52.10 136.718 77.74 None 95.11 None 74.62 611.85 75.88 78.00 76.55 496.80 152.75 190.86 151.03 226.00 TOTAL: YEAR 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 TAXES 159.50 199.53 189.80 210.16 208.83 211.90 201.72 200.96 204.27 199.41 204.33 201.24 200.64 146.89 21.41 MAINTENANCE REPAIRS, ETC. 600.00 305.00 540.35 570.00 730.00 490.10 623.98 805.40 1,480.70 795.80 418.00 475.00 None 370.00 300.00 3,803.21 11,447.74 Note iFl: See descriptive letter attached dated November 29, 1967 from Attorney Anne E'del Deacon, Delray Beach, Florida. Note ifo2: This was an old property when purchased by my Mother prior to 1938. My Mother died in November 1938 leaving no possessions except this old house. It was agreed by the legal heirs to permit our elderly sister, Miss Gladys McKinley (formerly known as Mrs. Gladys Kirkpatrick prior to her divorce) to live in the house without payment of any rent and that the taxes were to be paid by me, Floyd C. McKinley, because I was the only one of the family with sufficient income and funds to take this action. However, the taxes were v~ry low at that time but increased rapidly during the following years. Maintenance, upkeep and re- pairs were much higher than anticipated. Therefore I am filimg against the Major McKinley Estate for·-bne quarter (1/4) of the total amount of taxes and upkeep as follows:: continued on page 2 •.. Page 2. SCHEDULE "A" continued Total Taxes $3,803.21 Less 4% (discount) $152.13 = $ 3,651.08 Plus maintenance, repairs, upkeep, etc. Total Taxes, repairs, paint & upkeep - - 11,447.74 $15,098.82 One-fourth (1/4) of the above total equals $3,774.70 Note #3: Please note that the above itimized list of taxes, etc. I were reduced' consi~erably in 1966. In 1967 the taxes were drastically 1reduced to practically nothing. The street on t which this hpuse is located is in a very old section of Daytona Beach and dll residences were probably built fifty ' ! or sixty yea1rs ago 1thereby resulting in much deterioration in recent y~ars. Moreover, the street is only about four, ., I , blocks long ~nd due to the tremendous growth of the area bhe widening of 1the.stteet was necessary which left a three foot sidewalk directly ~djacent to the old style front porches of all of thes~ homes. Consequently the Tax Assessor reassessed I the whole a~ea duelto this street widening. The present Tax Assessor's appraisAl of this property has now be assessed at $4,300.00. ~ ' ' / ~i:i-?,tl-jiC?bg v 1•3•1 of 1967 OF CLAIMS --._ - --.. - IN RE: . :ESTATE OF ""' 1:. "'. '""' ..--MAJOR McKINLEY, -DECEASED.· .............. ~-""' .. ----.. ... -~ --- -- -~, \ . "" ·~" ' t.' ~ .'9 ~ PROOF OF ----...... ' :: - c:. GLAIM. -......... -"· ------- ) ' J ' I '-.J . ~ ' ,-- <. -I ·• -, :-': r: '-c .. l' .. ~ v) N U' CLAIM DOCKET-1-page f]fo - Sll\1,\ :lO i\3 iS\~3'tl atll~'i\t~ -rnssfl'tl 'o · c~ ""' . )~ H! 2~!.. eN'.\ .-;:~:;~ Q3l \:\ -~ '- ·•. . , STATE OF PENNSYLVANIA, WASHINGTON COUNTY, } SS: The within named Accountant being duly sworn according to law, depose sand say sthat the above account as stated is true and correct as ...... ~-~~---···························verily believe.s Sworn and subscribed before me this ...... }~-~?.: ... . ....... J~.n~-~~Y .......... . 196.8 ....... . ~~ ) ~ . ~ /" / --~·f~~ii:;;~~-EX:~~;:;tr_~/--· 'l .Y ' . / litORlA Rlctl. :NOTARY PUBUC MONONGAHELA, WASHING10N COUNTY MY COMMISSION EXPIRES JUHE 16, 198§ Washington County, ss: ' \ I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court, as evidence by proofs thereof filed to No ..... / .. 1;./..<t/~f:. ... O~CI. ... Witness my hand and official seal this ... ~ ............... . day of..~ .................................................. l9_i.f:.. "' . ... A~---~------------··----· I' i t Register of Wills .... ...., ...., 0 '"' .: ::::! 0 «l ....., 0 ...., l=l 0 .: 5-0 ::s ~ Q) 0 <:) ,.r::l .... <:) <:) ...., 0 <:) < • 1 i--· r" 0 < .,; i. l L_ !.: u ...., ~ .. '"' ' ~! 't:l Q) 0 '! Q) 6 .... ~ ...., >. :~ ~ d ~ n Q) .9 .. (]) u r;.. ~ rn C/) .: Q) <:) '"' ooa 0 H Pt.l ... i8 z 0 IIi :' ,; I'"~ .. ~: J .._: ' !'>. ...., \.Oi fil ::.::: ...:I I r~'• ! :? • 13 0 0 ...., . .. r .1 ...., ~ < 0'\i E-< C) z l=l ~ Mj < ~ "0 H X ::::! ;fil E-< 0 ~! Ul Q) ::.::: •r-1 <:) :'t:l H Cll C) ~ <:) .: C/) fil . «l • «l 0! ~ ctl ~ .1-J d : '"' Q) ::::J ...; :8 l'l c.<:l -~ • Q) ~ C) C/) C) ...., .9 ...., rn '! 0 Q) Pt.l Q) -~ ...., 'b1 E-1 0 «l ,j ~ 0 z X ...., s Q) C/) Q) ~ c.!:> Pt.l ,.r::l -~ ~ ~ ;;:: ...., < 0~ .... ~ d d : 0 '''t:l~ <:) 0 d . '"' E-1 >l z < ~ 0 .... ~: \ • \-· {, '• ~. ·- ;., ,; ·-·· ·-. · . ...: II ·" ._. , . • .. •/" I\ TEMPEST & SIMMONS SECOND Be CHESS STS, MONONGAHELA, PA. ..-. . .. IN THE ORPHANS COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ) ) ESTATE OF ) ~I/ ) NO. of 1968 MAJOR R. McKINLEY, ) ) DECEASED. ) FIRST AND FINAL ACCOUNT OF. AGNES McKINLEY, EXECUTRIX OF. THE ESTATE OF MAJOR R. McKINLEY, DECEASED, LATE OF MONONGAHELA, WASHINGTON COUNTY, PENNA. SUMMARY SCHEDULE "A" PRINCIPAL -PERSONALTY Receipts: Addit1ons From Income-Personalty Disbursements: $137,452.34 352.75 Balance SCHEDULE "B" $137,805.09 6,392.30 $144,197.39 11,169.22 INCOME -PERSONALTY Receipts: Disbursements, to Principal- Personalty Balance SCHEDULE "C" PRINCIPAL -REALTY Receipts: Disbursements: Balance $ 6,392.30 6,392.30 $ 3,000.00 None $134,028.17 None $ 3,000.00 1967 Jan. 20 Jan. 31 Feb. 2 Feb. 2 Feb. 23 Oct. 9 1968 Jan. 31 Jan. 31 Jan. 31 Jan. 31 TEMPEST Be SIMMONS SECOND & CHESS STS. MONONGAHELA. PA. • I.e SCHEDULE "A'' PRINCIPAL -PERSONALTY RECEIPTS To Amount of Inventory and Appraisement filed Add: Additional Assets (a) Refund from Monarch Life Insurance Co. (b) Distributive share from Estate of Virginia E. Frye, Deceased, filed in Allegheny County at No. 360 of 1966 $ 32.85 $319.90 352.75 From Income-Personalty Total Receipts $ 6,392.30 $144,197.3 PRINCIPAL -PERSONALTY DISBURSEMENTS Administrative Expenses: Register of Wills Register of Wills Washington County Reports Daily Republican Pa. Dept. of Rev. Register of Wills Agnes McKinley Register of Wills Register of Wills Tempest & Simmons Probate Will $ 20.50 5 Short Certificates 5.00 Adv. Letters 12.50 Adv. Letters 12.50 Auto Transfer 4.00 Short Certificate 1.00 Family Exemption 1,000.00 Filing Inventory 3.00 Filing Account 21.00 Atty's Commission, including fee for pre- paring and filing Estate Tax Return 6,479.27 2. $ 7,558.7 7 1967 Feb. 10 Feb. 20 Feb. 20 1967 1968 Jan. 31 TEMPEST & SIMMONS SECOND & CHESS STS, MONONGAHELA, PA, Preferred Debts: L.M. Frye Funeral Home Burial Expenses $2,385.45 Michael Vaccaro Doctor's Bill 735.00 Jackson Welding Supply Co. Breathing Machine 490.00 Total Disbursements SCHEDULE "B" INCOME -PERSONAlTY RECEIPTS Dividends: (a) Standard Oil of New Jersey (b) Marathon Oil Company (c) United States Steel (d) Stanley-Warner Pictures (e) Hugoton Production Co. (f) Warner Brothers Pictures (g) Sears-Roebuck & Company DISBURSEMENTS To Principal-Personalty for Distribution $5,440.89 265.00 240.00 50.00 40.00 25.00 331. so Balance SCHEDULE "C" PRINCIPAL -REALTY RECEIPTS To Amount of Inventory and Appraisement filed DISBURSEMENTS None BALANCE FOR DISTRIBUTION 3. $ 7,558.77 $ 3,610.45 $ 11,169.22 $ 6,392.30 $ 6,392.30 None $ 3,000.00 $ 3,000.00 3Jf~_,~, ·v·'" .THE DAILY REPUBLICA!'~ MONONGAHELA, PA. ~1! ... ..,.. r ,.~ es PROOF OF PUBLICATION ) ~p. compliance with the Newspaper Advertising Act of May 16. 1929 P.L. 1784. Sec. 3. paragraphs (3) and (25). :J qounty of Washington } ~~s: State of Pennsylvania i Personall.'L appeared before me, a Notary Public in and for said county and state, Pearl Thompson . she . ....................................................... , who, bemg duly sworn, deposes and says: that... ..................... IS the ___ _!?g_Q~-~~P.-~!' ............. of The Monongahela Publishing Co., a Pennsylvania corpora- tion, and its agent in this behalf: that the said company is the publisher of The Daily Republican, published daily except Saturday and Sunday, having its place of business at Monongahela, Washington Comity, Pennsylvania; that the said Daily Republican was established in the year of 1846; that the printed notice or advertisement, attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said newspaper in its regular issues on. the following . dates: ------------~-~-~~-~-;-y ___ ~9.; .... f.~_hrJJ~_ry ___ _6_, ____ l3._, _____ l9.67 ................................................... -..................... .. :ll ~i ............ ~-~~-~-~-~----~-~-~Jg_!: ... ~-~----!iSl~-~~-e.Y. ....................................... _________________________________________ _ ~'!?P that the affiant or the corporation in behalf of which ------~~-~--------is acting is not inter- rJ · ested in the subject matter of said notice o advertising and t 't all of the allegations of this affidavit as to th~---~:::: .. ,:~~-ll_~~f'.~~-~ .. :.·,;.·cf· __ :~t ..... · P. __ :c_~l:.~ ......... .. ~'-1! Y..~ I !f }~~-:!· '· -;{''"'Y" Sworn to and subscrib d beforetfrie''this•. ·. ~';, taL'~~ ;,t:.~r!a~tliif-_ ~~-.c J"'Z J-MO~OliSAH~t .. ,.. ·k: ;;,, ,,... ,.. --~-\ .... t!!'f~~--------............. .. . :" ~-~MISSlON UfJRES S~PlfMa~R Ht U!t ,.._.: '1 1 • No v Public ~ ..... I' 11 Le~al Adv~· ~ .~.:,.;t , ESTATE NOTICE Estatt>, of MAJOR .R. McKINLEY'' deceased. late of .Monongahela, Washington County. Penna Letters testametHary UPOn the above estate having been granted to the undersigned. notice is here-by given to those indebted thereto to make immediate payment, and!, to those having claims or demands ! to present them !or settlement. Agnes McKinley, Executrix : 1372 Fourth St. Monong'ahcla, Pa. 15063 Clyde G. Tempest AttQrncy 223 Second St. Monongahela, Pa. 15063 -Jan, 30; Feb. 6. 13, 1967. ·-"'l~;.r'~, Washington County RepOrts'· ~~ Washington, Pennsylvania (PUBL.ISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY oF WAsHINGTON} STAleR OF PENNSYLVANIA ss. Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, publisbed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in t'his behalf; that the said WASHINGTON COVNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts ol said County, dated November 11, 1920; that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the foll&~ing dates: .·" ·······-----~-e.-~;--~_D:. ... ?.J .... ~~----~~ ....... !.9..~?.. ....... . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of <h:• offid>~re '"~'"~":ioo •re ""' -....................... ~. ...................................................................... . Editor Sworn to -}~---·day oL .. f.:~.1n:.YJl,£Y::Z ......... , 196 .... 7.. ~ .. J!...d.cL~.~--~----·~~- -~· KATHERINE C. YARD, Notar, Washington, Washington Co,, My Commission Explrt§ November 1, 1§1811 -otary Public .. ':~-~ Estate Notices c!< -ltJ The Register of Wills has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. ••••••••••••••••• McKINLEY, MAJOR R., Dec'd. Late of Monongahela, Washington County, :Penna. Executrix: Agnes McKinley, 1372 Fourth St., Monongahela, Pa. 15063 Attorney: Clyde G. Tempest, 223 Sec-ond St.,· Monongahela, Pa. 15063 PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of ..... ~<~j~-~--~-"----~~~J:.-~~-~Y..L .... ~/.~/.~----······ .. 211-68 No .................................................................. . .......... }1.: ... ~ .. ----~~~?:-~~~-Y. .............................................. . Fiduciary .... :k\8~~-f? ... ~C?.~-~~J-~Y.L.~~-~-C?.~~~-~~- Deceased Date of Date of Decedent's death ...... J.~~-~~-~Y ... 9..LJ.~_§l. ..................... Grant of Letters ....... -:"!.<:I:~~~~.Y. ... ?.Q.L}.~~L .................. . This is the .......... f.t.:~§.t ...................................................... account .filed in this estate lf there have been former accounts filed in this estate, list file number or number and term ..... -~.<?-~~----··-···-··-------· Election to take Date Election Place of; Under or~~M" will. (cross out one) Filed ..... NQD..~----------····-··-· Record --------·-··········---------· Name of surviving spouse ............. Ag~-~-~--~~K~~1~Y ... ---------------------····-·-······-···--·······----·-·············-····-··-··-······-········ List issue, where material: None Did decedent marry after execution of will? (indicate) ~ No. Any children born after execution of will? (indicate) ¥~No. lf answer yes, name them ............... ----·····-···---·---------------··--···-··--·····--·-·-····--·-···--·-···········-····--·····-·····-··-··········· Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris Agnes McKinley Wife Residue .Gladys McKinley Sister $10,000.00 Elloree Lippold Sister $10,000.00 List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: None If partial intestacy, give facts: None Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~ If · · . None any except1on g1ve cause .... ---------·--------··-···-··-···-···--···-·- File copy of Notice . and date of mailing ............. ~~E~h . .f..J.~ .. J.~.§-~-------------------------···············-··························-·······-··-····-······················ Is estate subject to the filing of a Federal Estate Tax Return? ......... }.~§ ..................................................................... . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ..... ~~.!-:1:~ ............................................ . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . ..................................................... ~.Qg_~ .......................................................................................................................... . Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: $.1~~-'-~-~.?..:.?.?. .......... . Total additional debits (Add) Itemize any additional credits not shown by account: Russell Marino, Register of Wills, Filing Account -$17.00 Inventory -4.00 Balance on Letters 11.00 Total additional credits (Subtract) . ' $ None ----------------------------·------- $ ......... 3.f.!_Q9. .............................. Balance for distribution $ .. JA.~_, __ ?:?.~.:.~-~---······· If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); , Real Estate, 1/4 interest, parcel situate in Daytona Beach, Fla. 1 -1965 Cadillac Coup Stock as listed in Inventory, a copy of which is attached hereto TOTAL Balance is in cash. .. J" $3,000.00 2,000.00 129,523.61 $134,523.61 If Family Exemption claimed by Petition, give place of Record: ......... ~~-~~---····------------------------------···-········-------'-------- lf Family Exemption is claimed at audit, give name, relationship and basis for Claim: ... 'X.~-~-L.!?.Y. .. ~~-~~---<?-~--------­ decedent, namely Agnes McKinley, who resided with the decedent and shared the same household at time of death. List any advancement or distribution on account that has been made, and nature and amount of same: None Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: residuary shares being stated in proportions: The personal representative has assumed an obligation to pay the specific legacies hereinabove referred to in order to take the real estate, automobile and stock in kind, and the Audit Clerk is requested to surcharge the Executrix for the amount of the specific bequests. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ..... f?~g-~n. ...................... doth depose and say that the facts set forth in the foregoing petition are true to the best oL ..... he.r .................. knowledge and belief. ----~_wg_~n. ................................ to and subscribed before me this./JUday or .... ~§.-~~h .......... p····; 19:-~-~-- Signature of Officer_gg_~--~l~---·· I "" Title of Officer ........ N.9.~~-~Y .. J?:t:J:~J!~---······················ Office ex pi res ....... J_gJ)JL1R., .... l.9.R.9. .......................... . GLORIA 'Ritcl, NOTARY PUBLIC MONONeAHELA, WASHINGTON COUNTY MY COMMISSION EXPIRES JUNE 16, 1969 And your petitioner will ever pray, etc. ........................................................................................................................... ,.. • ' en ~ ~~~ ~ 00~ ~ zzo ~ Ot::il:d oo z>z 1-3 --M ~~ 'L ><l ~ ::: t::l en I'Gw w.; 00 MQ> ~ t"'"'"""~ !;oio' ;.. rrJ ~ ~ en I:""' !;o;;o' >-oenp;..'""' ->en .....,j 0 • 1-3 <:1 2 sn oo No . 211-68 Estate of------~~j_~_;:--~--'---~~~~P.J~.Y.-1 .. .-..... . ---~l~l~-----~: ... ~-~---~~-~~-~~-~y_ __________________ _ Deceased Fiduciory ..... :~B-~~-~---~~~-~~J~y_~----------------- Executrix PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will slJII;?~it herewith the following, in conformity fV{ith Court Rules adopted effective J~ecemb~r: 3, 1951, being rule No. 9: pa raf§'@ph R::c; an<L9!visions thereof: shown on tP.o~es 23"-24. i ! 1. Written praeci~~ of 'OTI Counsel" in the -.t'r-f ~ r---eese. a3: ' 2. Copy of ord;;~SJppoitl_,ting G:lA"Ci'rqian ad litem, if pertin~l}t. -D 3. Copy of Orae<;? appolhting trustee ad litem, if pertinent. • • 4. Proof of service of a~ve. 5. Letters Testamentary or Administration C. T. A. or an attest copy of Will. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if any distribution in kind. 1 0. Copy of Federal Estate T ox return if es- tate is subject thereto. ' Jn U,r U)rpltans' Q!nurt nf •asqingtnn Q!nuntu In tbf' mau ... r ot the Audit of Account in Eatat .. ot _ _fl_A.vtJfl f2. /1 c_Kt,vt ~v No. 211 -b'K _ _{) ~;z~#;As(fJJ __ TO THE AI lliTINO JUDGE: !r.nter n'T __ appearancP !or A r c c> ll N l7t J\./l -. ------~-------------------------------- ~ ---~HPEEST ~ S"";/1.-hdi'/J 8<f'~\.oc:6 ~~ \%<t1_ day of t1 ttJI ell , 19__1_.i N D -r·ounsel shall, by s~>parate paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment In that regard. ]../ ·~. ,7 ..... (cj v:J C.tJ =t'J -:-,....,~ .... CJc:::: :;;.,. U;~n ::0 -.1~; -,vJ t n-,!:!J i'"'_, ---· ::0' i\) ~~ r-o..,. I 'Tl- n1 );;. ~ ~::0 -;::::~ -[;o '"' c:J . ~ (.,j f\) ·~.~ / --.v 1Jn t~r ®rpqans~ Olnurt nf Ban4ingtnn <nnunty ESTATE OF No ...... 21L ___________ OL .......... , 19.?.~-------, ~ ___ M~lQ!._B_·_~_M_~~J~tt:J:t~y, ___ C?:/~/C?: _____________ _ . First and Final In the matter of the ......................................... . ___ M_·---~~---¥_c;:_~!_t:l_1~yl _________________________________ _ Deceased. Account of .... A.m~~.S. .. M~K:i:nl~Y.J. .................. . Executrix ADJUDICATION AND DECREE And now .. M~~~-~-----·············-·····---------------k-0 ..... , 19.§.~--, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $.l~~.,_l6~_. __ 3_£L __________________________________ and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and make a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom ~ec. leg. SCHEDULE OF DISTRIBUTION , Balance per account·-------·------------------------------------------------------·-------------·--I Additional credit asked at audit 32.001 Balance _______________________________________________________________ : _____________________________________ . Deduct Clerk's Costs & Receipts _____________________________________________________________ _ 101.50 Att0rney ___________ Q~yg~ __ Q! ... T~ID.P~.$.t_ ____ : ______________ ~ ------------·--------------- Washington County, Division of Personal Property Tax, per praecipe filed, 450. 07 Russell Marino, Agent, transfer inheritance tax, including tax due on transfer prior to death, Credit to be taken by the accountant for the appraised 5522.79 value of Florida Real Estate carried in the accounting, 3000.00 Gladys McKinley, sister, legacy, 10000.00 Elloree Lippold, sister, legacy, 10000.00 Internal Revenue Service, Federal Estate Tax per form 706filed, 1545.00 Contribution to maintain assets of estate in kind for distribution, per election filed, 17977. 58 $143,613.82 -'"h-. ?c,.!' ,_,, / ~ ?-S-/ ;:)-.,_/ lf ~/??~ ~ 03~-$138, 091. $135' 091.03 $125,091.03 $115' 091.03 $113' 546.03 $131,523.61 "' ..,_,;t U' ,. I '"'·-r:~ G:., ., . , ... !' -.. i .. ~· t, li> ' ! 0 ..._ £' 0 it 0 ..._ )> n 8 c :J .... 0 ..... :J :f CD 3 0 .... .... CD ... 0 ..._ :f CD ~. z !=> 0 :-'> Agnes McKinley, widow, residue, including a 1965 Cadillac Coupe Manufacturers No. J5134134 and the following securities held in kind and distributed as such at the appraised value, per election f1Jed, 1600 shares Common Stock, Standard Oil of New Jersey at $63.75 per share, total value -------------------------$102,000.00 71 shares Common Stock, Scurry Rainbow Oil, at $19. 82 per share, total value $1,407. 22 202 shares Common Stock, Sears, Roebuck & Co. at $46. 625 per share, total value $9,418. 25 100 shares Common Stock, U. S. Steel Corp., at $41.44 per share, total value $4,144.00 106 shares Common Stock, Ohio Oil Co. (Marathon Oil Co.) at $61. 94 per share, total value---------------------------$6,325. 54 20 shares Common Stock, Hugotun Production Co., at $39.88 per share, total value--------------------------$797.60 50 shares Common Stock, Stanley Warner Corp., at $60.62 per share, total value $3,031.00 100 shares Common Stock, Warner Brothers Pictures, Inc., at $24.00 per share, total value-------------------------------$2,400.00 131523. 61 . .. No balance ~ . ~. 211 of 68 No ............... ,------·----·················-------· 19 ......... . • • In the matter of theFirst and Final account of Agnes McKinley, Executrix of Estate of Major R . McKinley, a/k/a M. R. McKinley, Deceased. i\~ju~irattnu au~ iltrrtr < • 1 Clyde G. Tempest, Esquire ,f ~2 a G.-;;;.. 6 J TEMPEST & SIMMONS . SECOND a CHESS STS. MONONGAHELA, PA. IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ) ) ESTATE OF MAJOR R. McKINLEY, ) a/k/a M. R. McKINLEY, Deceased. ) No. 211-68 ELECTION TO TAKE IN KIND I The undersigned, Agnes McKinley, does hereby elect to take the following items of the decedent's estate in kind as follows: REAL ESTATE: An undivided 1/4 interest in and to a parcel of land situate in Daytona Beach, Volusia County, Florida, being Lot No. 6 in the Smith's Sub-division of Lots Nos. 12, 13 and 14 in Block No. 2 in the Coleman's Daytona Plan of Lots as per Map in Map Book Vol. 2, page 148. Upon which there is erected a dwelling house identified as No. 228, Fairview, Daytona Beach, Florida, $3,000.00 PERSONAL PROPERTY: 1. One (1) 1965 Cadillac Coupe, Manufacturer's No. J5134134 valued at $2,000.00. Stock: (a) 1,600 shares Common Stock, Standard Oil of New Jersey at $63.75 per share, total value $102,000.00. (b) 71 shares Common Stock, Scurry Rainbow Oil, at $19.82 per share, total value $1,407.22. (c) 202 shares Common Stock, Sears, Roebuck & Co. at $46.625 per share, total value $9,418.25. -." (d) 100 shares Common Stock, U.S. Steel Corp., at $41.44 per share, total value $4,144.00. (e) 106 shares Common Stock, Ohio Oil Co. (Marathon Oil Co.) at $61.94 per share, total value $6,325.54. (f) 20 shares Common Stock, Hugotun Production Co., at $39.88 per share, total value $797.60. (g) 50 shares Common Stock, Stanley Warner Corp., at $60.62 per share, total value $3,031.00. (h) 100 shares Common Stock, Warner Brothers Pictures, Inc., at $24.00 per share, total value $2,400.00. fotnes McKinley, Exec~rix TEMPEST & SIMMONS SECOND 8: CHESS STS. MONONGAHl~LA, PA. lJn tbr ®rpqans' <nnurt nf lllasqingtnn <nnunty IN THE MATTER OF THE AUDIT OF ACCOUNT In re Estate of ..... ~~-~li ... ~J-~~--~---···························No ............ ~~---, ---~--~~--~--~-.. Term, 19 .. ~~------, AA ····---~~~~--~~~!1. .. ~~---········································-~~~~---~r.~--~~~~~---················································· Affidavit 68 Date of death .... .Jan •.. 9., .. .19.6'L ........ .Date of filing Inventory Appraisement ...... ~~~-~ _ _3;1,._, __ ;1,.9 ............................... . Assessment TO THE AUDITING JUDGE: Ente~ my appearance fo! -~ersonal Prope.rty ~Tax Due Washington County, viz: ITEM Valuation 1968 1(00 sh Standard Oil o£ N. J • Iii) 67.9J 108,.000 .oo 71 sh Scurr Ba:inbow Oil @ 48.50 3,443.50 20 sh Hugotan Production Co. @ 42:.625 '. • 50 sh 'Sta.nley'Warner Corp @ 50.o25 100 sh Warner Bros. Picture Inc. ~ 36.125 3,6».50 ti * 5% discount if paid on or before Aug. 1968 Year· Inventory Assessment Valuation 12% Assessment Tax at 10% Collection 6% Interest Total Claim Appraisement Returned Penalty 4 Mills Penalty * 19 68 118!,40 Yes. 118440 ------473.76 -----23.69 450.01 19 19 19 19 19 Please make check payable to Washington County Personal Property Dept. TOTAL CLAIM b,l)o.01 The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement, Affi~ davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate . ......... l.8 .. tlL .. day oL ... March.................... 19 .... 6~L. A. V. CAPANO, Solicitor 3~ No ... 2ll .......... , .. 1.~~--~-k .... Term, 19 .... ~~----, AA In re Audit of Account in Estate of .. K.~Al.~y_, __ ~_j<;>.;r. __ ~,------------------------------------------- .,. AUDIT Jrarripr for 1\ppraranrr FOR WASHINGTON COUNTY PERSONAL PROHERTY TAX <-.i c-... ::0 -:-... :;;;, 3-! me: ;;r_,, ::,;; 1": ~;:,) r.·;r;] rn -~· ru -"u~·-r-o~ ..,.-,-:..~ :::=1; ::;,.. li1 ~ ;=:::;; c::J r-(5 : . .') (I) .. w l.) 'A. V. CAPANO, Solicitor .... 9