HomeMy WebLinkAboutOC1968-0262 - ESTATE OF DALETestate Form ~
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Estate oL ~~~.~.~~.~!?~~~.,_.._._..._.
Deceased
No _.
Fiduciary_.._.$.h~~~.~~~.!P.~1.~..~.TIQ .
~~.!:~~G.!J??J.~-'~9.::~.~~~.~t.o.X'.S _..,
Date of Date of
Decedent's death D.ec.e.mb.er 18..,....19.6.1.._Grant of Le'tters ~.~~.~~.;:y....?.LJ..~.~§.
This is the (~?:.f?~~~.~;.~~.~1 account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term .
Election to take
Under or Against will.(cross out one)
Date Election Place of;
Filed TI9.n~...............Record J:.1.o.n.e._ .
Name of surviving spouse D.o.n.e..____ _ ___.._ .
List issue,where material:none
Did decedent marry after execution of will?(jndicate)X'Kf}{;.No.Any children born after execution of will?(indicate)
noc No.If answer yes,name them _._.._ _..
._-_._-..---------_-__-__-_._-----_.._----__-_._--------------__-___.._--__--_---------------_..-------_.._---__._--.----__-_--.----------_._----
Leg,atees Relationship
Wilma G.Dale Daughter
Hazel Pontius Daughter
Edith Sampson Daughter
Shannon M.Dale Son
John Blair Dale Son
James S.Dale Son
Grace Dale Johnson Grand-
Daughter
Interest
one-sixth
one-sixth
one-sixth
one-sixth
one-sixth
one-sixth
no value
Fiduciary,if deceased or not sui juris
List,if exceptions to above:
NONE
If partial intestacy,give facts:
NONE
Adeemed:Revoked:Lapsed:Abated:Give Cause:
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.~
If any exception give cause:.
File copy of Notice
and date of mailing ~.~p..t;:.~P.lQ~x 2.""..J9..QJL .
Is estate subject to the filing of a Federal Estate Tax Return?nQ .
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~~.J~.~~.~~.~~~~.~~.
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
.......................................................nQ.~..~.P.P.~?:..c;:~J?~~.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
NONE
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
NONE
Balance for distribution per account,
Itemize any additional debits not shown by account:
Total additional debits (Add)
Itemize any additional credits not shown by account:
,I
Total additional credits (Subtract)
Balance for distribution
$TI.9.n.f?.
$D.9.D~.
$..25.,.80.0.•.65 .
$..25.,.8.0.0.•.65 .
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
balance is in cash
-....-""'__.r--....-......._I1!111!11 U11111
If Family Exemption claimed by Petition,give place of Record:D9.ne _ _.
If Family Exemption is claimed at audit,give name,relationship and basis for C1aim:_..D.9.D.e.._.
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:
cash :to be divided according to will,see copy attached
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly _s_wo.rn_._..doth depose and say
that the facts set forth in the foregoing petition are true
to the best of...._..tb.e..i_r._.._...._....knowledge and belief,
..............sw.arn _to and subscribed before
me thiS....l.th.....d;:;iyOf..~.~P..~m1?~.;:.....~......~~...
r '"Signature of Office ..:......~
Title of Officer MO~~m~E~li:~IWA~~~~O~~~~m .
,.MY COMMISSION EXPIRES JUNE 16,1969Officeexpires:.•::.
And your petitioner will ever pray,etc.
..........................~.~.
..J!~lt ~~.
~No.....l,.3:::..ti.:::'...'J:k~...t/)..n.,'i
Estate of__.g!.~~_~.J?_..._..~a le........................._...---...._...
Deceased
Fiduciary_......s.hannQn..M,__.D_a.~e __and _
.Wi.l_m.g G_.__.J).~~e_~c.9_,::e.xe_c_ut.Qr.s..
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.ri
3.Copy of Order??appointing Trustee ad
I·'f .'~I . IItem,I pertlne!1t.~·0 -I '<.'<-J _
4.Proof of service-of:abo,%---=
5.Letters Testam~hfury cfr)Adm(nisf'ration
C.T.A.or an htt~st cQR,y of WilL:
6.Copy of inventpry?and oppraisJ~Jt.
7.Proof of adver1llSe?nent ro:f grant'of letters
if not filed with account.-
8.Certificate of liens in::;~ase any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
::
/
lin tl1r (Orpl1ana·C!!ourt of lIaal1ington <nountU
In the matter of the Audit of Account in
Estate Of__G_r_a_c_e_§~._o_D_a_l_e 1
TO THE AUDITING JUDGE:
,19~,A.A.
Enter -'O::..u=.=r'--.appearance for a--=C--'C=--O-=--.::U.:.;:n;;:.t.::::...;:.a.c.;:n:.:..::t.:.::S=---_
\!
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
No..•19~.A. A.
In re Audit of Account in Estate of
Grace S.Dale
AUDIT
Jrttrtipr fnr !\pprttrtturr
FOR
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TEMPEST &SI~QNS
By Attorney
~2
·/
XXW."KJQQtX;~~xxx
First and FinalInthematterofthe.
f Shannon M.Dale end WilmaAccount0...................•.....................................•
3Ju t~r ~rp4nu!i'Q!nurt Df mU!l~ittgtnu (ttDuuly
N&~.:§~.~~~ESTATE OF
.....·.··4e~e8.·Be.QW'······.
....GrB.c.e S.•...D.al.e.~.
.~p.~.!~~~~g.~t9.r..~.!t .
ADJUDICATION AND DECREE
And now ~.~P..~~!!J:'!?~.~/.O ,19~~,this matter came on for heming,
audit and distribution at this session and testim~~y taken;and thereupon,upon due consideration
thereof tlJe balance for distribution in the hands of the Accountant is determined to be
$.._._.._25"*.aOD.~6_5 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 wi1th the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
SCHEDULE OF DISTRIBUTION
Balance per account .
•
No balance
4207.1
4207.1
4207.1
Balance .
James S.Dale,son,116 residue,
Deduct Clerk's Costs &Receipts _.
Attorney ~~!1!P~.I?~t!::..~J~9~~_.
Russell Marino,Agent,transfer inheritance tax,
NOTF.:Included in the above residue for distribu ion is a mortgage dated
August 17,1962 and recorded in the Record r of De dIS Office of
Washington County,PennIa,on August 30,1 62 in M rtgage Book Vol.
611,page 564,Martin w.Dowling and Celin Dowlin,Mortgagors,
balance due thereon $11,500.00 held in kind and dis tibuted as such
at the value as shown and in the proportio ate sha es as set forth in
the distribution of said residue.
\Vilma G.Dale,daughter,1/6 residue,
Hazel Pontius,daughter,1/6 residue,
Edith Sampson,daughter,1/6 residue,
Shannon M.Dale,son,1/6 residue,
John Blair Dale,son,1/6 residue,
0 0 :J Z...,.,n
m n ....~
VI 0 :::rJ~~....c Cll0:J 3........Of'Cll 0 0-..-..0 ...,.,....----:::...,.,....Cll1~Of'..,-'0 0~...,.,...,.,51111.'.:10 (.J31Sln3H ~....:::rONldVt·ll13SSntl ..-.+Cll_.
t e:=
l.G::G t·N -It d""'"C........~(~'...I ~N .......J ,,,,J~.1',
:=Of'o':'1-~1 J ..r at~»......",.-~~~~~
"
Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT"OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted hy the Secretary of Revenue.(Section 703 of
~l1eInheritance and Estate Tax Act of 1991.)
.~i;~~;:~=~;;~.;F THE ESTATE o~.......};A:DEM~IDNU:IVS~T:RA:TFOR
(State full Dame of decedent)
Late of Union T:wp ..,Washington County
State of Pennsylvania }
ss:
County of Washington .
SbannQnM.'-..J:)al.e..a.n..g...w.;i,l.m.a......G.~I>.aJ~.......Executor
Administrator of the estate of the above-named decedent being duly sworn,depose and say
DecedentdJed ....J:)~c;.~~1::>~(~~~:~,1967(I>aY)'19(y;;.;:~)..,{;;~~~~eaVing a last will,copy of which is hereto attached.}
or}to
be
Tempest &Simmons,AttQ;J;neys..
~~!d~e~~n~e~~~~tMonongaJ:i'eia~penrisYivari.ia 150·63
That as such ..~~.~£~~9.!:~deponent is familiar with the affairs of said estate and the property con-
(1·;XN~utor·Admini8trator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit bux registered in decedent's individual name,or jointly
with,Or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
Name and address of attorney
other authorized representative
whom all correspondence should
mailed.
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TODECEDENT
NONE
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth full v and in·detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at ·death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all persona~
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether individually,or ip trust for
any other person or persons giving also separately the accrued interest thereon,if any,down to the la~t
interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designated as tax free,of the United States,or any state,or political subdivision thereo~or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated
market value thereof;all bonds and mortga!!:es held by decedent and of all claims due and owing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever natllre,With interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation·as to each item;all moneys payable
to the estate from life insurance polici·es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at 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 interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a'statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.'
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a copy
of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said
schedule a list of all property,real and personal,with its value,which 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 or 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,and the 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 decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of,.death;taxes accrued chargeable 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","en,"E",and "F"as directed therein,.
have been ea",ed fo,.a'd and p'ope,'y ,eg"ie,ed 'n 'he summa~~~~
...__S;;;;:dS;:;orto b;:;:=e;:.:~:~~~;:!£i£1:.-f-----._--
..........0~t;~.,..................:a.Q~5..,R.•..D.•......1f.L .
,/GLORIA RICCI,NOTARY PUBLIC (Street Number)
MONONGAHELA,WAS"r~GTON COUNTY .¥.:i,.P.:.~~.YV.i ..l.l.e.,Pennsy.lvania .,.
MY COMMISSION EXPIRES JUNE 16,1969 (City or Town and State)
NOTE:Before Signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
RC'C -34 (1-64)A
COMMONWEALTH OF P~NNSYLVANIA
•OEP'ARTMENT OF-REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property heid oS joint tenant or tenancy by entireties,report on Schedule "E".Property ht"ld by
the .de.cedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located in the Commo!"wealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;if a farm state number of a·
cres;also statement of mortgage encum~rancesupon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule II F"and must not be deducted from this schedule.
NON E
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3\
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
Insert this total opposite"real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
RCC-35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "13"
PERSONAL~ROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust under the wil~or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Savings Account No.9286,Western V~
Pennsylvania National Bank,Finleyville!~
Pennsylvania ,1'~18,775.90I\~/\i\~.\Y /"
Item
No.
1.
2.
ITEM
List and describe fully
Mortgage dated August 17,1962,and re-
corded in the Recorder of Deeds Office
of Washington County,in Mortgage Book
Volume 611,page 564.The Mortgagors
are Martin W.Dowling and Ce1ine Dowling,
his wife.Amount of Mortgage $23,000.00
Present Amount Due
UNIT
VALUE
ESTIMATED
MARKET VALUE
$11,500.00
DEPARTMENT VALUATION
(Do not write in
this space)
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X $30,275.90
RCC-36
COM!lfON'I'EALTH OF PENNSYLVANIA
Tlli\NSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TRANSFERS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)~
(2)Did decedent,within two years of death,transfer property from hi~self to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)__~__O _
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _..:;N..:,.o::-_
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)_~N~O~__
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)No
(b)What was the transferee's age at time of decedent's death?No--='-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)__
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)No
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedentaloneor0thers-:-_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)_~N~o~__
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)_~N..:..o=-__
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)No
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM DESCRIPTION
NON E
MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
SCHEDULE "E"
JOINTLY O(VNED PROPERTY
,,
:i.e.c-:;u
l~-:'~M\h)'\''JE\Lrn l)F l'ENN8YLVANL\
r:;\:,\:"':VH IXm]UI\\NCE T,\\:
It''~1nEXT l'ECEDENT
n~rRl"CTIO\"S:This scheelule must disclose all property,real and personal,owned by the decedent jointly
wi th another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated uneler Schedule
"A",plus the date anel place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should.be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-o-wners to
the decedent.
Description of Property,Date o fAcquis it-ion,N~mel
Address and Relationship of Co-Owners,and Place ;
of Record of Instrument,where Real Estate.!r------------------
unit percentage Estate
Value Share Valuation
-1 _
DEPART~£ENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
$876.44 ~
Checking Account in the Finleyville
Branch of the Western Pennsylvania
National Bank,Finleyville,Penna.
Held in the names of Grace S.D~ae
and Laura Dale Lewis
/V/
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return.L-~---J
.'
RCC-37 (12-632.
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
~.II t
•
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Wilma G.Dale Del..YP~Onp-~ivt-h
440 Jefferson Avenue
Pittsburgh,Pa.15202
H::l7.pl ...°nQ DauQ'htpr YP~Or\t:>_~;vf-h
125 Arthur Street
Kittanning,Pennsylvania
Edith Sampson Daughter Yes One-Sixth
Rt.885,Clairton,Penna.
....'L M D::llp ~n'l"'l VOQ One-Sixth
R.D.tH.Box 5
Venetia.Penna.
Tnh'l"'l R1!2;'"n!2 10 .~n'l"'l VOQ One-Sixth
Bethel.Penna.
T",...,.,.""~D::l1 P ~on YP~n...o_~;vf-h
R.D.tF1.Fin1evvi11e.Pa.
~r::ll'P D:::I1 P .T .'L -..:1..:1 .,.YPQ No-V~1no
Wilmington,Delaware
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
NON E.
II
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
(Executor-Administrator
must complete "As
Reported"column #1.)
,
..
'"Ca'i:l(1)...~
....,'"C ~
'"'(1)(1)III '"'III::l '"...-'"0.....::l '"C
(1)III '"'......-0
'"'i:l(1)...~
CJ'"'o'"'"....,
~IIIcr~
~'"...III...(1)
Year .
:P.-<THE
!No.
Will
Administration
Deceased
Late of .
County of
Commonwealth of Pennsylvania
REPORT AND~APPRAISAI.:c
(j
:"7 ,,'"..:
!~--=I":C::--°f )_f)
to -1 ,,~--.-.-.-,--.:";-
(,-~I
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......
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-00 -00 .~-00 -00 -00
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:::c::c....
RCC-Bl (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
WILMA G.DALE &SHANNON M.DALE
(Executor~
IN YOUR REPLY PLEADE
REI"IER TO 37-93-9
In Re:Esta te of ....:G~RA=C~E=_'..::.S~'.:.....::D:::ALE='=----_
___---:.W::..:AS=H=IN::;:G::.,;:T:.::O;:.:N County -File No.63-68-262
You are hereby notified that the original
appraisement in the estate of Grace S.D~le
has been filed in the office of the Register of Wills qf Washington
County on August 6 ,19 68.Said appraisement reflects the
following valuations:
RealEst ate ~-=""..".-="."._-
Personal property ~3~O~,~2~7~5~.~9~O---
Jt.Held ~---::-c~Wl~6::..;;;.4;;;:4,--_
Tota1 -.-...!;31=-,l..:::l=...5:..:::2~.~34::t:.--
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e ~Aug.uJ.l&!6iisut/.........!ol6!.1-,~1...9.z.!6~8~_Si~ned~~",-,e -?~
TitIe W.R.CHANEY.CH~PPRAISER
DATE OF DEATH:December 18,1967
Note:This is not a bill.
RCC-39 (6-64)
,'n\fM(\~WEALTH OF PFNN~YLV,\NI:\.
::'~'-AXSFF.R INH1::RIT.\NC~TA.,,"
RFSIDENT nECE~)F:NT
DALE,GRACE S.
FlU #63-68-262
December 18,1967
SUM·MARY
I.the undersigned
#63 Washington
FILE #63-68-262
the real and personal
opposite each item in
n..SPOHT OF INHERITANCE TAX APPflAISER
duly appointed Inheritance Tax ~ppraiser in and for the County of
,Pennsylvania,do respectfully report that I have appraised
property as reported in the foregoing return at the values set forth
the last column to the right in Schedules "A","B","C"and "E".
Dated:08-06-68
12-1S.;,67
~!I/APPRAIS~~'
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Washington
County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts
claimed by deponent,except as to those items where a greater OT lesser amount is set forth
in the last column to the right in Schedule "F",which greater or lesser amount represents
the sum allowed as a deduction.tJ.,/lt1JO/l,J.t
Dated:08-06-68 /J~l/~
REG I STE'R OF ~S
======:=
26,677,0~_
31,152 34-
"•J.'Z5:-=4k
VALUE AS REPORTED VALUE AS APPRAISED V-,-A~L","U""E~<-"A~S~,RE='AP~P~RA~I,-"S~E~D
$$$
30,275.9.L 30,275,9q_------
__~l3.2:.t..16.u.A1.J+._
Jl,15j·34_
c:::J+,~15.b5:=
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-P,eld Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEA..1{VALUE OF ESTATE
Valuation of life estates or
annuities . . . • . . • •$-----
ESTATE TAX ASSESSMENTS $------
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
~--------
~---------
<l:~__
$-------$
$------
(,:,)As evidenced by Chari table Exemption
Certificates issued by the Secretary
of Revenue.
TOTAL TAX BALANCE
PAID .
======~=
======:=
$-----~d>':>~-----
BALANCE OF INHERITANCE TAX DUE
Add interest at rate of 8%from
to~------AMOUNT OF ESTATE TAX ASSESSED
Estate tax paid
BALANCE DUE
Add interest at rate of 6%from
to
Tax on $!')%<I>._-t:'
Tax on $.__10%~
Tax on ~26.677.02 2%$533.54
Tax on $•__1.'1%$
Exemptions (,::)
:=Total Estate
TOTAL TAX $
Less tax previously paid $
BALANCE $
Less 5%of tax if paid within
3 months after death $
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the
Register of Wills,for proper reason,same should be noted below,with short
explanation.
Will ~N
Administration ~o.
N THE
Year .
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
GRACE S.DALE
Deceased
Late of
County of
...1JN:rON.rrwp •..
WASHINGTON
lIo...
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
Fonn RCC-2
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
!lATE AY.,g¥..~:t-.9".J:.99..?.
COUNTY ~~.~.~~?~.~.??:.
FILE NO §?=.§.?:.~.§~.
Whereas,G.;r.~.C~$p.~l.e.~late of U..ni.QA T.w.p ..
in the County of W.~.~.h.~t.9.P.:Commonwealth of Pennsylvania,having died on
the ~?~.~day of P~.~.~~1:>..~:r.19 ?.7...,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~.~.~.~Q~.~.~y.,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
REALTY:
NONE
PERSONALTY:
As per Schedule "BI!
TRANSFERS:
NONE
JT.HELD:
As per Schedule "Ell
Description of Asset
Total
Unit
Values
$
Appraisement
Made for Inheritance
Tax Purposes
NONE
30,275 90
NONE
e!7644
~1,152 34
form~;V:fh b~:::~h~w~~ce~rd~~la:,~a~o~er~h~~~~;~~;is~~i;;~n~?
J Appruser..............·..···Z·..····..·..·..····..~~?:~-:;t.C~;:i·:Z~~t.),Penna.
(~.
WA,$lfJ:NGTQN .....County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
GRACE S.DALE
Deceased.
Late of
UNION TWP.
Datc of Dcath,p.~.~E3,ml:>.~;r..:L$.J ),,,9.9.Z ..
Appraisemel!t Docket Vol.,.3..7 .
Page,??~9.No ??::?~??.?.
Filed in Register's Office,A.~.l:l~.~?.1...19 §~
Amount of tax due,$...
DEP~lMEN~OF R~VENUE
-'"')~,...
·..·····j····i···'i'·····..······..···..·····..··..···
r-j........."'~..~.
o.::-.~
I:.....-
Received,
.••••••••••••••••••••••••••••••••••••••••••••r••••.••,..r-u -.
E .dInA .-xa.m·med an pproved,.
lJ
Wrote abo,lIt Appraisin-rent,
Appeal ft-om Appraisement,.
Entered and charged,
Form RC C·lO ,.DEDUCTIONS ALLOWED IN
DATE APPROVED
OFFICE OF TME
REGISTER OF WILLS
OF Washington COUNTY
STATEMENT OF DEBTS
AND DED\JCTJONS
-
THE SUM OF •...........$7.;.t!~:.~·J ~
......"f.~t:..:~?.l
AND AGENT OF THE COMMONWEALTH
ESTATE OF Grace S.PAl e LATE OF Union Twp.,Washington Co.,Penna.
DATE OF FILING APPRAISEMENT _---::::/_.....:t-:::....-....:&=....:;.f DATIi 01"DEATH December 18,1967
DATE NO.OF NAMi:OF PAYEE REMARKS AMOUNTVOUCHIiJII:
1907
12 30 Joseohine M.DouQ:las Register of Wills -Letters ?1 00
196~
1 1?W:.H::."hi -RE........._A'"('I A •·C!.';no-T..~,,,c;.n-~lJ.Dai 1"\7 ....·"-11 .;,..~n A •
~(dno-T.1?110.....
2 8 Guv Rogers Probate 111 00
2 Kennedv Funeral Home Funeral ,~,~7J:;.,
?n.l:lll"~....~'Ort'''-....!,.A~~o~.....;n~1 M~IH,..a 1 Ri 11 ~J:;.nn
?Dr ....•Final D Bill ~~nn
I
':\1007?lJ.'0.__.11 Marinn Fi linQ"T
7 24 Russell Marino Filing Account 18 50
7 ?lJ.T &S;.-'s Fee 1 "nn Inn.l":i.L
7 ?lJ.~.M Dale ...,~~nmm;Cl.~i nn 71:\0 100
7 ?!J.Wilma ~.DAle Executrix's Connnission 7110 00'
TOTAl ~~lJ.71:\21:\
I
,.
COMMONWEALTH OF PENNSYLVANIA
}so'COUNTY OF Washington
I.Shannon M.Dale and Wilma G,Dale HEREBY CERTIFY.THAT.TO THE BEGT OF
MY KNOWLECGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Grace S.Dale DECEAOEO.AS DECUCTIONii FOR
INHERITANCE TAX PURPOSES.~~-
S(ftr AND StBSCRISE.fj0RE ME'fHi~g3rd (L.5.)
.Ju.v ".'.\8 DAY;~~.~2.~8/71/A-'1 .;/I /~~-"'"p.,j -
./r .~)
GLORIA Rlccr,NOTARY PUBtie
MONONGAHElA,WASHINGTON COUNTY
MY COMMISSION EXPIRES JUNE 16,1969
·.
.1,'
,I
,,
'i,I r •
r'I
.~
,..,').tid . •18
Form RC C·lO DEDUCTIONS ALLOWED IN
Reglder of Will.,Agent
-•OFFICE OF THE
REGISTER OF WILLS
OF COUNTY
AND AGENT OF THE COMMONW&:ALTH
File #63-68-262
STATEMENT OF DEBTS
AND DEDUCTIONS
TAXABLE @ 2%
THE SUM OF $ .
DATE APPROVED .••....•
42.50
ESTATE OF --:G!:ULr-'laIt.!lCo<.le........~S~..........D!!'a~l~e~LATE OF ~U~n~i~o~n~T:..:w::..p~._
DAT~I"DEATH _--:D~e~c~e~m~b~e~r---=.l8~.-=l!:.::9:..::6:....:.7 _DATE OF FILING APPRAISEMENT ..0 _
DATE:NO.OF
YOUCH5'1It
NAM&:OF PAYEE
SUPPLEMENTAL DEBTS f DEDUCTIONS
AUDIT COSTS
REMARKS AMOUNT
42 50
!-.+---I---+.----------l------+-_+__
Total 42 50
COMMONWEALTH OF PENNSYLVANIA
---+----4---+------------+------------t-----Ir----I I
}SO:COUNTY OF Wa sb;ngton
I,C l.---Y K2 E ~-'"T]:;:n.e e 'T HEREBY CERTIFY,THAT.TO THE BEeT OF
MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E SrATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Grace S.Dale .~ECIiA8ED,AS DEDUCTIONS ,..OR
INHERITANCE TAX PURPOSES.~'¥~
.WORNANO,""U••CR'''O.''OR'M'TN,.--l.':L-..T''~~.;;:=;1.._~(L.S.)
,...Un -,"A -"18 ~1.../'---,
y .\).U rJ/"-...e)n ~-~AJ
'--=•;ifETHELR,BARKEY,NOTARY pllf"I"
MONONGAHELA,WASHINGTON COU
MY COMMliSH:lN EXPIRES Af'kll :;.1973
Member,PennsylvaniaAssociatiollof Notaries
GE"OCO S.!bIG
July
6.,'COpy OIF .I NVENTORY
CnccS'y Pobl1c
SbomoQ t1.Iblo ooc'l H11..c::l G.nolo
t:y
Gzoca s.nole
60..
Uib G.lkllo
1Juurutnrll aub !\ppraisrmrut of the goods and chattels,rights and credits which were
of_ _ _Gmco.s _..lb.lo _.late of.t1nia..L.Tm-£olrl.p ..
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS CENTS
!.t~E'&ao30 c2ot:oc1 A~CU02 17.,1~G2 D co~roeo~doc1 in G:ho
lbeorc7oi:O£Dccc10 Of:f2.co of HoobltJCStoo Co~tyo I?oooo-o
oa Auauot 30.,:!£G2.,in ~J)t:tl300o D1KJ!.t Vo1.G11D POBG
SG4 J t-:::u:,cim H.~!icn c~cl CoU..oo n~liclh t-1ozeaoOOE'O p
AcDuct:02 t::»1:&3050 -$23 D000.00 fl Pr:cooat [\,.a)uot Cuo $11"500 00
2.SovlEn(So Accol."a~Cn.S>20G"Bantam PCCli:;oy1vooin ~tiOQOl
DnOO.,I7i~layvi1!Q.,Pc-~oylvoo1o .18.,775 ~O
3.nCtJoot:lol~t3oocio mel oiceollacoot!o ieon 0)VllWU
~-
.--------------,.......---...~-..-~.-----.~-------------""i
Q!ommoutueult4 of ,eUUSYIUUUiU.}BB.D1hlB~ittgtOll QLontttg.
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,III the County aforesaid
on the 3rd.day of January A.D.19 68 ,before me,
Russell Marino ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
Grace S.Dale
late of Union Township in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Shannon M.Dale &Wilma G.Dale
the ExecutorS in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
Shannon M.Dale &Wilma G.Dale
committing unto them the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring them
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this 3rd.
day of January in the year of our Lord one thousand
nine hundred and Sixty Eight
~-¥a.&;mLL---:-------/-J.·-tl.<RegIster
511'"'.'.,~,.,~"-'I"\~\j
('I:...."j --I f-.J.J':;I~:Jt
N L(,
v 1."1'.j
,._""'\(">-''''rc...,.)L •
I ...
Affibantt (@f iExttutnr (@r 1\bmintstratnr
l'tuu of 'tl1usylnauia,}.!Ul.
C!!ouuty of mas4iugtllu •
Personally before me,the undersigned authority,a ~9..~.~~.Y.f...9.Ql!.s;in and for said
County and State,appeared .shannan M Da1e .and Wi.lma G D.a..le who,being duly
sworn according to law,deposes and says that the yis the executor or administrator of the estate of
....Gx:ac.e S D.a.le deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of..J~r.~.!r..~~..~P.~le.,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each
item of real and personal estate in the foregoing schedules are determined and stated by the undersigned
to be the fair value of said items as of the date of the decedent's death,b·d upon a just apjraisement of
each item made by the above named Executor Administrator.''vu.....=:::;;~~~~~...:..::..!::~..t.:=
day o~.;~;~~:.:~.~~~/::;"i~_me .this_..?:~.•.!!_}.~~~.l:_..::.:__.
c;?'~GiOfliA·R·{CCi~~v..~~·..........·..........·..·..·Wi 1ma G.ED~1:-Admmlstrator ..
MONONGAHElA,WASHINGTON C~NT~ADDITIONAL INSTRUCTIONS ..
1.•~~¥PiA~s~It%J 6filt'd within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets..:l.·1.Original 'and 2 Copies and 1 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-
33,Over $10,000;including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,
including Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
1Juututnry nUll ,,"pprni.atmtut of the goods and chattels,rights and credits which
were .of Gr.ac.e S D.a.le late of J1.P..;tQ.n.1..Qw.n.~h;i.:I?..
Washington County,Pa.,taken and made in conformity with the above affidavit.
PERSONALTY
DOLLARS CENTS
1.Mortgage dated August 17,1962,and recorded in the
Recorder of Deeds Office of Washington County,Penna.,
on August 30,1962,in Mortgage Book Vol.611,page
564,Martin W.Dowling and Ce1ine Dowling,Mortgagors,
Amount of Mortgage -$23,000.00,Present Amount Due
2.Savings Account No.9286,Western Pennsylvania National
Bank,Finleyville,Pennsylvania
3.Household goods and miscellaneous items
TOTAL ESTATE
$11,500 00
18,775 90
INOVAI:.UEI
1$30,275 90
~~r-.~.....;:t
~d
~~~;:t
~....~~0 '\..~~~I
sr~,.\:,'),..,t~IDi~
ttj §~Cj\J~',j:~-l.:~~';~~
!~ttj ~~"'"~CI:l ~t 1~~t L l :(,.~11 ,.'.,--'")('''~-r
I ~~, I
;;~~
.'".......i.l \,.......,;.
N.
..
""~It a ~~.j ~~o.:.i
_.
r 1
;:!I ....-•~~
i"i!~;
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
The within named Accountant s being duly sworn according to law,depose s and say sthat the above account
as stated is true and correC'tas they .~erily believe,
Sworn and subscribed before me this ~_~_~~. _
day Olai"-------__J!!JY.-----------------~-----1,9__-__Ei~_yJ~--------------
"GLORIA RICCI,NOTARY UBlIC
NONONGAHEtA,WASHINGTON COUNTY~COblMlSSIOH EXPIRES JUNE 16,1969
.'1v e:L /J
----oS -anri6n--R:--naTe------------··----~
JI~__lt.._~._
Wilma G.Dale
Warshington County,ss:
r.,.
°fl
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 Sta'tu1te and Rule of Court,as evidenced by proofs
thereof filed to No.~:J_~?_l_~._q_(~Pl
Wi'tness my hand and official 'seal thiS .....;;?~d-.1
day Ol ~---___________________________;__19<fY •
.__._-_._--~------
Register of Wills
-..::l d0Q0Q)
..c:=....-0
0 .!tl--..'t:l Q)
Q)'""....,Qi=IQ)0U.l "8Q)..i8A0.....i=I ~
::l [;:l
0<J 't:l<J i=Icdcd
i=I ..:8 Q)~....,.....U.l.~.~'b1
0 Q)
Q)~.......c:=.~.....,
o l:......~i=I :'t:l~i=I '<lj ~
....o
~.1 I ...
j
i
i
(J
C
The Court is respectfuIly requested to determine
proper distri~n this estatp-~tD~
'Washington County Reports·
~~
Washing(OD,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
'-In compliance with the Newspaper Advertising Act of May 16,1929,P,L.
1784J:jec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON )
STATE OF PENNSYLVANIA (SS.
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
official legal periodical for said Washington County,published weekly having its
place of business at Washington,Washington County,Pennsylvania,and is act-
ing as its agent in this 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 oi said County,dated November 11,1920;that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertisement,exactly as printed
or published,which appeared in the said legal periodical in its regular issues on the
following dates:
.........~~~~~.~y.!.?~?.?..I ~.9..§.§_
.........f.~.1?~y.~~_...:!,.J t9..g.~..
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter of said notice or advertising and that all of the allegations of
this affidavit as to the t~;;Jfe a~~c~r:cter o!(7Ubli~a-:pruf,7
t::I1.£Vl f::J '-,I :·!'.--0(I"/~
~..•u ·O'::'::.:'..·::::·::::::·..i"· ··· ··..·Edit~;
Sworn to and subscribe b~e this ~
...!.~..d;of...._~~?-!~§:!y ,196 ?
.._..~....~..~
,Nfary Public
KATHE~INE C.YARD,Nofur{PublicWash'"!1~~o,\'.'as;,hgt'n Co.,Pa.
My Comm i~si()n [xpir'es
NDvember 1,lS69
Estate Notices
The Register of Wills has granted letters,
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys.
•• •• • • ••••• • • • • • •
~
DALE,GRACE S..Dec'd.
Late of Union Township,WashingtonCounty,Penna.
Co.-Executors:Shannon M.Dale &I,Wllm~G.Dale,R.D.#1,Box 5,
Venetia,Pa
Attorneys:Tempest &Simmons Sec-ond &Chess Sts.,Monongahela,Pa.
THE DAILY REPUBLICAN
MONONGAHELA,PA.
"
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 }ss:
State of Pennsylvania
Fersofl~appeared before me,a Notary Public in and for said county and state._________~_~:_~_~~J)f.l_~_~__,who,being duly sworn,deposes and says:thaL J~lJ~L is
the J~Qg~~_~~_;r 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 County,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:
______________~_~~~~_~_~~_~!~~_'__}9L._~9.~... . _
Estate of Grace S.Dale
that the affiant or the corporation in behalf of which ~~~______is acting is not inter-
ested in the subject matter of said notice or fldVrtising and that'all of the allegations of
this affidavit as to the-time,.place and cha c ..r of he Bi tion are true.
-------,----.---------.-------------------,r -:(.,td----------------------------,-----------------------
~.~Nj?i;:o~.:=;.--~--~~i-S-----.------.196_~~==~-~~~bi;;
Legal Ad~amant
ESTATE NOTICEEstateofGRACES.DALE de-
ceased late of Union TownshiPWashingtonCounW.Pennsylvania.'Letters Testamentarv upon theaboveestatehavingbeengrantedtotheundersigned,all persons hav-Ing claims against the estate arerequestlldtomakeknownthesametotheundersignedorhisattorney
,and all persons indebted to the de-
Icedent are requested to make pay-,ment to the undersigned withoutdelay.
Shannon M.Dale andWilmaG.Dale.Co-Executors
I R.D.1,Box 5Venetia.PennsylvaniaTEMPEST&SIMMONSAttorneysatLawSecondandChessSts.MC'''ongahela.Pa.Clyde G TempestAttorneyJan.16,23,30,1968
,J,.
;r
The First and Final Account of SHANNON M.DALE and
WILMA G.DALE,Co-Executors of the Estate of GRACE
S.DALE,Deceased.Date of Death,December 18,1967.
The Accountants are charged as follows:
PRINCIPAL PERSONALTY
To Amount of Inventory and Appraisement $30,275.90
INCOME PERSONALTY
NON E
TOTAL CHARGES-- - - - - -$30,275.90
The Accountants claim credit as follows:
PRINCIPAL &INCOME PERSONALTY
Administrative Expenses,Preferred
Debts &Other Debts &Taxes,as
shown in Schedule "A"$4,475.25
TOTAL CREDITS - - - - - - - $4,475.25
TEMPEST &SIMMONS
SE.COND 8'CHESS STS.
MONONGAHELA.PA.
BALANCE FOR DISTRIBUTION - - - - - - - - - - - - - - -$25,800.65
SCHEDULE "A"
ADMINISTRATIVE EXPENSES:
Clyde G.Tempest Costs Advanced:
12-30-67 Josephine Douglas..~.-,',Letters $36.00
2-8-68 Washington Record Co.Advertising Letters 12.50
3-4-68 Daily Republican Advertising Letters 12.50
7-24-68 Russell Marino Filing Inventory 3.00
7-24-68 Russell Marino Filing Account 18.50 $82.50
7-24-68 Tempest &Simmons
7-24-68 Shannon M.Dale
7-24-68 Wilma G.Dale
PREFERRED DEBTS:
Feb.196 Kennedy Funeral Home
Feb.196 Dr.Berthuer
Feb.196 Oakland Orthopedic
Association
TEMPEST 8:SIMMONS
SECOND a CHESS STS.
MONONGAHELA.PA.
Attorney's Fee
Executor's Commission
Executrix's Commission
Funeral Expenses
Final Doctor's Bill
Final Medical Bill
TOTAL
1,500.00
750.00
750.00
1,313.75
44.00
35.00
$4,475.25