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HomeMy WebLinkAboutOC1968-0273 - ESTATE OF FETTYTestate Form./ PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Estate of__g~_'?.;:g~~_·f.~_~~y..L_~t~I~.__.... .......9_c::~E_~~~E~~_~~~_~~y....... Deceased No.~_~_::_~_~::.?.z.~. . .A.A. Fiduciary__f_c::~_~_~_~_~~:.~~_~~y.:_..._ .A4IDJn.:i._~tx.a_txix CTA ..__. Date of 'Date of Decedent's death .¥.~~~_~~EY.~.~~_~~_~_..__.Grant of Leltte rs ~E_~~__}_?_-'_.J~_?~_ This is the__.F.i.r.S_t__a..nd__Fina.l.. . .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 UnderJOX~llCE.will.(cross out one) Date Election Place of·filed with Fi led ~P.Y_·~__?.1__J~_~~Record'~y_4_t~__r~~J~J~m Name of surviving spouse f.~_~.~~_?:!:~_·X_c::~_~.Y..__._.... . .__..__. . .__... . List issue,where material: Jordan C.Fetty Norma Lou Fetty Pierce Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate) ~.No.If answer yes,name them..._......... ...........__.__..._._..... ..........--.-----------.._.._....___...._...__......_.._-.0__-.-_--------------. Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Felicie B.Fetty wife life tenant sui juris Jordan C.Fetty son remainderman sui juris Norma Lou Fetty Pierce daughter remainderman sui juris List,if exceptions to above: If partial intestacy,give facts: 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 mai Iing__..NQ:v.~~1?~.~..~.?.2..J..9.§.e ____ _..__.__..___.__ __._. Is estate subject to the filing of a Federal Estate Tax Return?.¥.~.l?. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $N.9.n~. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . .....li:~.lJ~J~:a.~F.~~.ty ..)b9.r.n..F.ebr.u~.r.y Z.,.1.9.0.Q . 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. N O'·N E 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: Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize~any ~dditi0'":l?1 credits not shown by account: Filing Inventory ahd Account,$19.00 Total additional credits (Subtract) Balance for distribution $_NQn.~. $.~~.~.Qg . $32.,.80-0.30 . $.32.,.2.81 30 . If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value)',, 1)240 shares,common stock,American Telephone and Te1e- graph,-----------------------------------------------------$12,600.00 2)190 shares,common stock,Duquesne Light Company-----------5,700.00 3)200 shares,common stock,General Electric Company---------17,800.00 4)1963 Pontiac sedan---------------------------------------~-~,UI~ 5)Balance in cash-------------------------------------------~1,281.30 .:.""" _._-_..~..•~ If Family Exemption claimed by Petition,give place of Record:.....Ng~~_.......... ...._._ If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.f.~t:i.~.:i_.e....B,E'e.tt.y..,. wife--decedent and claimant lived together over thirty (30)years up to and including the time of death. List any advancement or distribution on account that has been made,and nature and amount of same: Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: Will indicates that Felicie B.Fetty be the life tenant and Norma Lou Fetty Pierce and Jordan C.Fetty be the remaindermen. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly----..$.Wg,l::D..--.--.-.-.-doth depose and say that the facts set forth in the foregoing petition are true to the best oL her..._knowledge and belief. .--.SWQX'IL_...to and subscribed before me this__..__?~h.__day of_..P.~.~~.1J!J?~~19..9.~. 5;9no1u,"of 0Il;CO'--7 _:-------~~- Title of OfficercY~];ar.Y-p.u.b.lic . Office expires.r..;;z;;:Lt.l/..z9....~/-.7ei I.f?:ZI.. JOSEPH SITTE,NOTARY PUBLIC CHARlfRJI BOROUGH,W'.S'l!'~GTON COUNTY MY COMMISSION EXPIRES JANUARY 7,1971 And your petitioner will ever pray,etc. Estate of.._~9.+.g.~..C_..f.~.t.tY:__9.1k.J.a..... I '". r r No.___...__._~J:-:.§§_-:.?:.?J._._....__.A.A. .............__._~~?:_~~.__9E_~9_~._.¥.~_~_~y.__._.. Deceased Fiduciary_..f.~J:?:~J~...~_~f_~~_~y._,...._...._ .._...AQIDJnJ_~~X'_~_t;_~_i.~C.IA . 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. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of WiII. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with 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. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. .,~.,.~. Attorney ~2 " lUus4ittgtntt Olnuuty1 SS: 1,Ru..B.ae~L.Mar.1n.o Register for the Probate of Wills and granting Letters of Administration,in and for the County of TVashington and Coninwwwealth of Pennsylvania: To ~~~1.~~~i;¥..~~.~X . Administra trioif all and singular,the goods and chattels,rights and credits ~J1Z!JVR~,which were of.Q~.~.!9..!...!~.~~.l.t.~L!C/~.._ .................~~.!?~~.~~.~.?~.~~~.~.~1.late of the said County, deceased,with a copy of deceased's will annexed,GREETING: Whereas,the said ~~.~.!9.~~_~_~.~.'lL..~~/~..g.~~.~8.~9.~.~~.~~_e tt"1 ,His l'f'd His I W'll·d T " .IlL I etune,ma e _ast 1 an estament In wntIng) which 'was duly proved on the_g.~.~.~.~day of.~~P-~.~~.~.l _.A.D.,I~J~a..having,'whilst ~.~_ lived,and at the time o/!:'l~.decease,divers goods and chattels,rights and credits,within the said County,by 'means 'Zvhereof the full ~isposition and power of gr,mting letters of administration thereof,is manifestly kno7C:n to belong to me;Therefore desiring that the go~ds and chattels,rights and credits which were of the said deceased,and which ~XXJmd~may be well and truly administered,converted and disposed of according to the tenor and effect of the s:tid deceased's will and according to law,1 do hereby grant unto you the said ¥.~.~J~.~~~.!~~.~.~.y . -~--------------------------------------------------------------------.._-----------------_.-..._--........._------_.._-----.._--------------_.._------~-.._---_.._-----_.._------------_._.._.._--- .......~-------------------.__----.--_.--_---_._.._------__-__-------_._----------.._--_--_---__--- _---..-_._-.._-_-._--_-__._--------_----_. ................-- -(in whose fidelity in this behalf 1 very much confide,)full power by the tenor of these presents,to administer the goods,chattels,rights and credits R2l~ ~9t,which were of the said deceased,within the said County,as also to ask,collect levy,re- cover and receive the credits whatsoever of the said deceased,'which at the time ofJ'lt}......death were owing, or did in any way belong to.~~~...and to pay the debts in which the said deceased stood obliged,so far forth as the said goods and chattels,rights and credits will extend,according to their rate and order of law; especially of well and truly administering the goods and chattels,rights and credits ~~_ xdt;which were of the said deceased,according to the tenor and effect of said deceased's will,and according to law;and making a true and perfect inventory and conscionable appraisenlent thereof,and exhibiting the same into the Register's Office,at Washington,on or before the.._day of._ next,ensuing,and also a true and just account,calculation,and reckoning of your administration,upon your solelltn ~~~._to render at the expiration of six months,or when legally thereunto re- quired;and 1 do by these presents ordain,constitute and depute you,the said.___ . Felicia B.Fetty administrat r ix C.T.A.of all and singular the goods and chattels,rights and credits,which remain unadministered and which were of the said deceased,'lc:ith a copy of said deceased's Will annexed,- within the limits aforesaid;sa7Jing harmless and forever indemnifying 'me and all other officers against all persons by reason of 'Jlour administration aforesaid,and saving all others their rights,&c. one 3Ju Wtstimnug 1f4trtnf,1 ha'vc hereunto set my hand and affixed the seal of said office at ,29th.February ,TVashmgton,the day ot.- _m the year of our Lord thousand nil1c lumdred and §J~~y.~.~gE~. /7 ~\ _/~~~. Register, \, ~ ..., LETTERS OF ADMINISTRATION XDt!tUT.C.T.A. ESTATE OF .."....._~_~~_~9.~.__~_~_~_~1.L_~l~f~.._ George Crook Fetty j :~'."0 ,..r ~.•~.-:•••,0'..........'~.___••0 .':,.''"'.....__-'-_~.....::.,-~..,~_,~',~_",-0.--....:.......__~_,_....__..;•..•:__~.~~;.,;:;....._.~.._," <"{: December 29,1959' LAST WILL AND TESTAMENT OF: GEORGE CROOK FETTY :,., I Being .of sound mind and in pocession of all my faculties,it is ~,."my desire at this time to make known the disbursement of all my wordly possessions which consist of STOCKS,CASH,HOUSEHOLD GOODS and ,Cl'UNDIVIDED INTERESTS in the GEORGE ....V.CROOK ESTATE,(Adminis.. trator:Mas'on Crook,c/o Tufts College,Medford,Massachusetts),and any other sundry effects I may have at the time. ,.. Allo!the above,with the exception of the stock,I bequeath to my wife,FELI'CIE FETTY,for her use and disposition during her lifetime. ~e is to receive all the dividends from the'stock during her lifetime and" upon her decease,th'e above stock shall be divided EQUALLY betv,een (1)our son,JORDAN C.FETTY,and (2)'ourdaughter,NORMA,LOU PIERCE (Mrs.'A.D.Pierce,Jr.,),or their heirs or assigns. Should my wife,FELICIE FETTY,be living at the time of my death,and providing she ia of sound mind,and should the above not meet with her approval,,the ENTIRE ESTAT.E is to be liquidated and she is to receive her dower right by law,and the remainder will go to our son, JORDAN C.FETTY and NORMA LOU FETTY PIERCE (Mrs.A.D.Pierce, Jr., )in EQUAL SHARES. In addition,I do h,erebyappoint A.D.PIERCE,JR.,a.s the Administrator·"ofthis,my LAST WILL AND TESTAMENT. i'1l)(J(v\v ')~..fJ c-~Y-J/tv~ ,,'.I j \ .Affi~nuit (@f 1£xrrutnr {@r A~mtnistrntnr .'i., ,- f j;tatr of Jrnnu!Jluania.~ss: (tLl1unty of Bau~ingtl1n \ Personally before me,the undersigned authority,a NQ.t.£t.t:y.P.Y.p..l.i.~.in and for said County and State,appeared ¥.~1.~~J.~~.!¥.~.~.~.Y.who,being duly sworn according to law,d~oses and says that S he is the executor or administrator of the estate of Geo;.g~.....~.~.....!.~.~.~y...~.....~.I..~....~....~.!?!.~.~....~E.~.!?~....~~~f~ased,that the foregoing schedules constitute a I .t d .f hid I f George C.Fetty,a/k/a Georgecompetelllvenoryanappraisement0t e rea an persona estate 0 er.oo.K Fetty , deceased,except real estate outside the Commonwealth of Pennsylvania;tliat 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,based upon a just appraisement of each item made by the above named Executor Administratat.rix,CTA. day.~~~~:~~~~~.,,_·.~:::..:..l·~~~Ad~X,eTA ADDITIONAL INSTRUCTIONS An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 1 Original and 2 Copies and 2 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,in- .cluding Copy of Will and copy of Federal Estate Tax Return. .,""I REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 .-3Jnurntnry nub j\p.~rni!ipmrut of the goods and chattels,rights 'and credits which were Of..~~~j~B.~.Q§.~.:f..~.~.~~~.~late of ~p..~~;:.~.>.;!?~.~~~Y...!.y.~~.i.~. Washington County,Pa.,taken and made in conformity with the above affidavit._, DOLLARS CENTS PERSONALTY 1)240 shares,common,American Telephone and Tele- graph,value at date of death $52.50 per share 12,600 00 2)190 shar.es,common,Duquesne L:.Lght Company', value at date of death $30.00 per share ..~j 5,700 00 3)300 shares,common,General Electric Company, value at date of death,$89.00 per share 26,700 00 4)1963 Pontiac sedan 470 00 5)1963 Ford sedan 400 00 Total Estate 45,870 00 63-68-273 No.1016 Inventory and Appraisement IN THE ESTATE OF GEORGE C.FETTY,a/k/a....................................................................................................... GEORGE CROOK FETTY Filed :,19 . I') C'J.'·~C/i 0 ·-.~....: ~ ! -:J I ,( ·-.- J _. -.:-,_J __ "... L.I ( I .(, ,::--(:i (~ (c:~L.: (., () I.- Adrian V.Sannier,Esq. Suite 200 Central Professional Bldg. Charleroi,Pa.15022 ~9 STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law,depos5i and sayS that the above account as stated is true and correct as ~~verily believe. S d b ·b·d b f h"o?/2Lwornansuscnee'ore me t IS ::•••••••.• October 68dayof19 . ~~..//C../~. JOSE SInE,N~· CHARLfROI BOROUGH,\'I!S!1I'IGTO~COUNTY MY COMMISSION EXPIRES JANUARY 7,1971 r/~~~~.J _o::•.-.-;tt ,. 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 prescribe~by Statute andR~Jf Cou~d~idenceby proofs thereof filed to No t!.{d ~/." Witness my hand and official seal thiS.~~._....._..... L(~~da~aL_____-::_:~~:-:_:- Regi~er of Wills ." I ~I~...o.... o+' t .~ g .;0o Q).:!o_ ..cl .•;....~-: 0.i ~=- :<:JiiE~~ :0...) :~ r:.:l '., .."~) 1111 -, ". ciZ ~I ~I ~~ ••,I .,• .-. ..>f •I ...", Ii ..,"... -------------- .J~ t\..f r 0)11I l etermine .' ,---------------------------------""""l"'""----. FIRST AND FINAL ACCOUNT OF FELICIE B.FETTY.ADMINISTRATRIX.C.T.A. OF THE ESTATE OF GEORGE C.FETTY.A/KIA GEORGE CROOK FETTY.DECEAS~D • . . The Accountant is charged with the following: As per Inventory and Appraisement TOTAL Assets of Estate Total Amount of Credits claimed by Accountant Balance Due $45,870.00 45,870.00 8,069.70 37,800.3.0 , .',.. The Accountant claims credits out of the assets of said Estate,to wit: Costs advanced for probate of Will and legal adver- tisement 60.50 Date 3/15/68 4/22/68 4/22/68 Payee Harold Schrock Mellon National Bank Adrian V.Sannier Remarks Funeral expenses Satisfaction of Loan Amount $1,073.00 201.03 4/22/68 Felicie B.Fetty Reimbursement for final gas,electric,water cills, etc.147.98 4/22/68 Mon Valley Country Club Assessment 50.00 4/22/68 Felicie B.Fetty Family exemption 1,000.00 4/23/68 F.J.Buckley Ins.Bond premium 210.00 4/2/68 .Loss on sale of stock (100 shares)GE @ 85 1/8 387 ~·50./ 4/2/68 Charles Taggart &Co.,Inc.(broker comm.&cost)52.69 (stock sale) 10/16/68 Felicie B.Fetty Adm.Comm.2,293.50 10/16/68 Adrian V.Sannier Atty.Fee 2,593.50 TOTAL $8,069.70 Under Act No.587,Approved May 16,1929,P.L.1784, as amended by Act.No.51 of April 24,1931,P.L.67 State of Pennsylvania County of Westmoreland }ss: Personally appeared before me William H.Pore,Secretary of Man Valley Newspapers,Inc.,a Penn- sylvania corporation,publisher of The Valley Independent,who,being duly sworn,deposes and says that The Valley Independent is a daily newspaper of general circulation in Fayette,Washington and Westmo"reland counties,Pennsylvania,and elsewhere,published in the City of Monessen,Westmoreland County,Pennsylvania,that it was established June 28,1902,since which date The Valley Independent has been regularly issued in said county,and that a copy of the printed notice or publication is attached hereto exactly as the same was printed and published in the regular editions and issues of The Volley Independent on the following dates,Ma r ch 5,1968 March 12 and 19,1968 STATEMENT OF ADVERTISING COSTS: Adrian V.Sannier,Attorney at Law 20th My commission expires Lett..s teslamentary on the eslale ofGeorgeCrookFettv.-k-a George C. Fettv lale of Speers.Washington Coun- ty,deceased,having been granled bv the Reglsler of Washington County,no-' tlce is herebY given 10 all persons in-I debted to said estale to make immedi- ate pavmenl,and to those having claimsagainstthesametopresentthemwith- out delav to"Fellcle B.Fetty,ex~utor, 165 Linden Avenue.Speers,Pennsvlva-.nla.Adrian V.Sannler,attornev,Suite200,Central Protesslonal Bldg.,Charle-roi,Pennsylvania 15022.3;5,12,19.' COpy of NOTICE Affiant further deposes and says that he is General Manager of The Valley Independent,0 dolly newspaper of general circulation,and as such is authorized to verify the foregoing stotement under oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertise- ment,and that all allegations in the foregoing statements as to time,place and character of publica- tion ore true.~\R''!r==:~~--.../C-~ Central Professional Bldg.;Suite 200 CharlerQi,Pennsylvania 15022 TO MON VALLEY NEWSPAPERS,INC.,DR. For publishing the notice or advertisement attached hereto in The Valley Independent on above stated dates $10.00 Notary...............................................$.50 Total $10.50 PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Man Valley Newspapers,Inc.,publisher of The Valley Independent,a daily newspaper of general circulation,hereby acknowledges receipt of the aforesaid advertising and publication costs and certi- fies that the same have been duly paid. MON VALLEY NEWSPAPERS,INC. By 4/25/68 KATHERINE C.YARD,Nota Washington,WaslJingtnn Co., My Commission Expires November 1,1969 Washington County Reports ~:MJUlCS'm£S!l' Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON) STATE 0"PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,bcing duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the oflicial legal periodical for said Washington County,publi5bed 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 of.said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ........}~~.~~.~?L.~.1.,?~..t ~??.~. 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 t~ce and.c:aracti[Je P1~J;ue.z)[t..!,"..•"":~:c ,;.Ld..~~"g.c..T...~~-..-..J Editor Sworn to and subsc bed~me this ~ ?!-77 ~y of...~:.~E.~.~,196 ~. .....~.~..(J.L~.~.J .. Notary Public ublic Pa. Estate Notices The Register of Wills has granted letters, testamentary or of administraticJn,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. ••••••••••••••••• FETTY,GEORGE CROOK,a/k/a GEO--RGE C.FETTY,Dec'd. Late of Speers,Washington County,Penna.~~~.'Executor:Felicie B.Fetty,165 Liri;den Ave.,Speers,Pa.Attorney:Adrian V.Sannier,Suite200,Central Professional Bldg.,Char-leroi,Pa.15022,--~~----~------~~~--' lin tqr Qgrp ~uns·monrt of lIusqingtnn <Unnnty In the matter of the Audit of Account in / Estate of GEOR.f;£C l£1'ry BJ/1.4 TO THE AUDITING JUDGE: No.~3-''8 -().73 ,19__,A.A. Enter__-.!.?1?LL~1-I ;appearance for'__.J.If~c,=::~C~O~U~tJ~Lr,..li:f~IJ~/~_ 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. 19~sr,-- << I Cotw ~ II ""'=0 I I:i I I ~ ... '""" I 0 ,..;I ...,:.. ..., I «l I ..., ...,t<j <l1 tilro::l eo.I .S :+I ....,I-.<I I:i::l -0 0 I <.> p:: <.> I<l1 :J :..0 N ~S r:..,$ ""'0 «....,;a I ::l Cot I <l1 =-IQ).-...W I:i Cot ......~ II :..I 0 ~ z I II:i C!. 19 ,AA In the matter of the .:f..t£.~J.9:n-.?:.EJ:g?-.L . Felicie B.Fetty,Account of . Administratrix C.T .A.Deceased. 3Ju t4e (@rpQans~C!lnurt of lIasQittgtnu mnunty 63-68-273 No Of George C.Fetty, ESTATE OF George Crook Fetty,a/k/a And now .!~~E~~r~~_~_~I~~~I_~~:~9_~:~=~:ttercome on for hearing, audit and distribution at this session and testimo~;ken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $__37_,.7.81-._30__.__..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 made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. Balance per account..__.___._ _._. Additional credit asked at audit Balance __..__.__ _ . Deduct Clerk's Costs &Receipts _ _ _ _. Attorney _!::gF..t~.l};.y'.~..e.~l};g~~~_""'"____.._. Russell Marino,Agent,transfer inheritance tax,2287.31 The following distribution is made on the basis of assignments filed: Contribution to maintain assets of estate in kind for distribution,1123.01 $36,570.00 Felicie B.Fetty,widow,balance,per assignments filed by Norma Lou Fetty Pierce and by Jordan C.Fetty, including 240 shares common stock of American Telephon~ and Telegraph Company;190 shares common stock of Duquesne Light Company;200 shares common stock of General ElectrictCompany and a 1963 Pontiac sedan;helc in kind and distributed as such at the appraised value,36570.00 No balance I J J j ....~~r-"-';'~I Ii I \,t,I, NORMA LOU FETTY PIERCE and JORDAN C.FETTY ; .'-.;:'.'._,-,Ik," ASSIGNMENT OF HEIRS Sll!:\\:,;0 ::~J J.S:~3Hor'·n;:J'v'~'J -rE.1SSfllJ 6.T.ci?~ij.'~.,'(:T en.l c;:;~t"~o/rcea ..,J;'\."..i ........]l.'W'~.O# r:i/:/.',,,~q .<-~~~q~~~c~ntr~.'.;¥~.~P"P.;.'.h.·..aJa.''M::;.·::.;.·~.:/ldg...,0·VI ~r:T:"~vv.v":,:,,, ;:';/11'" e:.1 ," .~;, •''~J ~ ;4 1 \.~ ~.~~..."-.,_~:\f;;,-:;,.·;.__~:::'.(~'. ELECTION TO TAKE UNDER WILL I,FELICIE B.FETTY,widow of the late George C.Fetty, a/k/a George Crook Fetty,do hereby elect to take under the provisions of the Will of my late husband which has been offered for probate in Washington County,Pennsylvania,at Audit No. 63-68-273 and of which estate I am the Administratrix CTA. Dated:November 25,1968 Felicie B.Fetty, Administratrix CTA -----------------------.--- ",""-·1 ASSIGNMENT OF HEIRS We,NORMA LOU FETTY PIERCE of McFarland Road,R.D.#3, Kennett Square,Pennsylvania,and JORDAN C.FETTY of 2414 Spruce Street,Philadelphia,Pennsylvania,do hereby assign,quit claim, and release all of our right,title,and interest in the estate of George C.Fetty,a/k/a George Crook Fetty,which was filed at No.63-68-273 in the Orphans'Court of Washington County, Pennsylvania,to our mother,Felicie B.Fetty of 165 Linden Avenue,Speers,Pennsylvania.This Assignment shall more specific lly include any right .which we may have by virtue of the Will of the late George C.Fetty,a/k/a George Crook Fetty,and any stocks cash,items of personal property or real property,or any other items,either personal or real,to which we may have an interest under said Will.This Assignment is made with a full understandin of our rights under said Will and said assignment is made for the benefit of our mother,Felicie B.Fetty,due to the mutual love and affection that exists between us. IN WITNESS WHEREOF,we have hereunto set our hands and seals this ~I):zd..day of January,1969. WITNESS:U¥'h'l. ·- COMMONWEALTH OF PENNSYLVANIA COUNTY OF e.1-1 e-S IE iC.. ) )SS: ) AFFIDAVIT Personally appeared before me the undersigned authority NORMA LOU FETTY PIERCE and JORDAN C.FETTY,who being duly sworn do say and aver that they have executed the foregoing Assignment of Heirs for the purposes and 'reasons set forth therein,and that the same is their official act. ~/~~iJ- Notary ~~---- My Commission Expires: f~~~tt-}-7J ~~. Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the' Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the Inheritance.an!!E.stateTax Act of 1961.) CT CTA ..···H.H··HH......Administratri~r , and sayoftheestateoftheabove-named decedent being duly sworn,deposeAdministrator G.F,;O~~E..~:..~;i;;i:.;I..;j.:~~;;;~;~9Q~.....~~!:=OF (State full name of d'(~ent) Washington ADMINISTRA'I»1tr ix,Late of .'''H .H'..."H H....County :::,:.~-::::~~~~::~~~:::_:_~:}'" ..."'HH~.~.:J:C.'U:'HH»..~......~l''r.YH'''H.H''''H''H''''''''''''''''''.'''.. Decedent djed ..¥.~.~~~~!Y ....~.,... (Month) HH"HHHHHHH"19HH'§'~HH.,f testate 'leaving a last will,copy of which is hereto attached.} (lIay)(V""r)L.I:ItlI3~RP Name and address of attorney or} other aGthorized representative to who~all correspondence should be mailed. Adrian V.Sannier ............................-. Suite 200,Central Professional Building Charleroi,Pennsylvania 15022 HH HH. That as such Ag~~~.~.~~~~.~!..!~~~~nent is familiar with the affairs of said estate and the property con- (EXt~CUtor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit bux registered in decedent's individual name,or jointly with,Or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TODECEDENT NON F. 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 Qereto and made part hereof sets forth fullv 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 personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for any other person or persons giving also separately the accrued interest there,on,if any,down to the last interest day pr~or to decedent's de~th 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 desi~nated as tax free,of the United States,or any state,or political subdivision thereof,or of any rorei~country,which are owned at the time of death;all wearing apparel,jewelry,Silverware,pic- tures,lJooks,works of art,household furniture,horses,carriages,automobiles,boats,and any and all o tt>er personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated market value thereof;all bonds and mortgaees held by decedent and of all claims due and owing decedent dt the time of death,and all promissory notes or other instruments in writing for the payment of money of which r1."cedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value iJnrt 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 payabl~upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. l~t 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 sho-Ning 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 w~om 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 transfers 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 persona~,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 ~ttached 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 ~f...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. ····~~£~Ti--- 165 Linden Avenue.............................................................................................................................-. (Street Number) ..$.P~~.~.~..,P.~nP..$.y.ly..a.n..i.a .. (City 01'Town and State) Subscribed and sworn to before me this .. October 68......day of 19 . JOSEPH SITTE,NOTA PUBLIC CHARLEROI BOROUGH.-.r,II'WTO'1 "O,,,,TV MY COMMISSION EXPIRES JANUARY 7,1971 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. ................;d..I......~........~c-~.~ d RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT (}F 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 held as joint tenant or tenancy by entireties,report on Schedule "~".Property h"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 Com.:n~!lwealth of Pennsylvania should be (1 )(2)(3)/ described by lot and block number,street and street number,together with DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on·mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule. N 0 N E Insert this total opposite "real property",Schedule "A"in the "As Reported"column on the last page of this return. xxxxx RCC-35 COM¥ONWEALTH OF PENNSYLVANIA TRANSFER'INHERITANCE TAX RESIDENT DECEDENT .. SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P,O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal 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 will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARl{F;f VALUE DEPARTMENT VALUATION (Do not write in this space) 12,600.00 Telephone of death-- 24Q3shares~common,American-=-..;~....;;.;,;;..;;..-~~~~;.;;.and Telegraph,value at date $52.50 per share. 1. 2.190 shares,common,Duquesne Light Company,value at date of death-- $30.00 per share.5,700.00 S laO-ou 3. 4. 300 shares,common,General Electric Company,value at date of death-- $89.00 per share. 1963 Pontiac sedan. 26,700.00 470.00 o(~1 Joo -0 () rl()'OO 5.1963 Ford sedan.400.00 1100.OcJ Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 45,870.00 1/s:f70,0 0 RCC-3S COmlO\'I"Y\LTIl 0[;PF~NSYL\iANIA Tll\NSFFR INHElUTANCE TAX llESInEXT DECEDENT SCHEDULE "e" TTt\~SFEns (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)N(O __ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in ,joint ownership?(Answer yes or no)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or en,joyment at or after his death? (Answer yes or no)~~~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)~~~O~__ (b)What was the transferee's age at time of decedent's death?tikl (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)__~~OL-_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)~N~O~_ (6)If the answer to (5)(b)lfc0ve is in the affirmative,state whether the right was reserved in decedent alone or 0 thers 0 ---:_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)~~~O _ (8)Did decedent,at any time,transfer property,the beneficial en,joyment 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)_~~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 beneficiarr.reserved in the decedent alone or the decedent and others? (Answer yes or no)N_O __ NOTE 1:The answers to these questions should be supporterl by affidavit by the attemUng;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 MARKET VALUE (Estimated)DEPT.VALUATION (D<?pt.Only) Insert Uti.~tntJd Opp{)~i.te "Transfers",Schedule "C"in the "As Reporter:l"column on the last page of this return. ...'. ReC-38 COMMONWEALTH OF l'ENNSYLVi\NIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ..-"',. SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRVCTIOKS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-awners to the decedent. Description of Property,Date of Acquisition,Name I unit Address and Relationship of Co-Owners,and Place I Va.lup. of Record of Instrument,where Real Estate.! 1.House located on Lots No.175, 176,177,and 178,in the Map1e- view Plan of Lots,Speers,Penn- sylvania,more specifically described in Deed Book Vol.1095 Page 160,in the Recorder's Office of Washington County, Pennsylvania.The property was acquired on January 7,1961,by George C.Fetty and Fe1icie B. Fetty,his wife,as tenants by the entireties.No value is included since no tax is owed as the owners were husband and wife. 2.24,shares,American Telephone an< Telegraph,common stock,held in the joint names of George C.Fetty and Felicie B.Fetty,his wife. No tax is due and owing on this item since the parties thereto, who are husband and wife,own said items as tenants by the entireties. percentage Estate Rhare Valuation DEPARTMENT VALUATION CAUTION-D0 not Write In This Space. Value of Value of Entire Decedent's Property Interest Insert this total opposite "Jointly Owned Property",Schedule "E" in the nAs Report.ed"colunlll on the last page of this return. ""_.f .... ,.• RCC-37 (12-63) nnt:\lll~\\"E:\I.TIl OF l'E~~~YYL\;-';IA TH:\NSFER I:\IIEHIT.-\:\CE TAX RESIDENT DECEDE!'\T SCHEDULE "D" BEl\'EFICIARIES \ h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step·children or DATE INTEREST OFStatefullnamesandaddressesofall~ho illegitimate children DECEDENT OF BENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Felicie B.-wife ves sui iuris life estater~.L.V 165 Linden Avenue Speers,Pennsylvania I Norma Lou Fetty Pierce daughter yes sui juris remainderman McFarlan Road,R.D.I;3 Kennett Square,Pa. Jordan C.Fetty son yes sui juris remainderman 2414 Spruce Street Philadelphia,Pa. , , Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE -- OF THE ESTATE OF :\IATTER OF THE APPRAISEMENT (Executor-Administrator must complete "As Reported"column #1.) ...,'"C ~'"'ro ro~...,~='Vl _ Vl a Ion =''"Cro~...,...,-aVl'0 '"C ro...,...,.g q ~,..,. '< trlVl.....~.....ro C1'"'aVlVl..., ~;.: ~0-;- Year . IS THE t No. Will Administration George C.Fetty,a/k/a GeorgeCrookFefty,····D~~e~~ed··.. Late ofSpeel:"~.L.l?(!IlIl~Y:J."liIl.:i,~.. ,~ I REPORT AND APPRAISAL County of .Wil~ll~ngt()ll Commonwealth of Pennsvlvania.....,., :>;r. tJ<1:~8"t..:.>'"'-:3 ::lr.c...a (). ~.,,-\: ",. .'\J •() \ -0 -0 -00 -0 ~-0 ("..II ". Vlc:::II .)~ ~:>~----<W Vl Vl ()() ?'"?'"?'"n tt5 ;;:::::::--- -0-0 -00 -0 -0 -0 ~::~\11::\11 :>w ::w Vl00::00 ~--...J::-...J 0::0 ro ......:.'g-o 0 '"'..... 0 0 roc....- .'t.,-~: ~. ".I..~. '-',j lrJ ••& •......,i<., ADRIAN v.SmHER Attorney At Law Charleroi t Pa.; RCC-BI (2-64) COMMONWEALTH OF PENNSYLVAN lA' DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS· INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT FELICEIE B.FETTY (~Administrator)C.T.A. IN YOUR REPLY PLEAOE REFER TO 37-94-5 In Re:Est ate of__...;...._~G~E~O~R~G==E'-C~R~O~O~K~-....::F:....:E==T~T~Y=--_ ____~W.~A=S~H:.=IN::;:::jG:::..:T~O:::N:_County -File No.63-68-273 Dear MrS.Fetty: You are hereby notified that the original appraisement in the estate of George Crook Fetty has been filed in the office of the Register of Wills qf Washington County on Noyember 13 ,19~.Said appraisement reflects the following valuations: Real Estate _ Personal Property_~4L5~.~8~7~O~.~OO~_ Transfers --,-_ Total --,..:4::t..5£J.~87::...L.:::O:.!..::.OO=--_ 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 ...N.>Jt<Q~v"""em...b...e"",r,--"1,,,341........1.....9-,,,6~8 _Signed.~~~~~~~f-~.JZ..,a-J.~ Title W.R.CHANEY, DATE OF DEATH:February 3,1968 Note:This is not a bill. 'lCC-39 (6-67) -OMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT -., FETTY,GEORGE CROOK FILE #63-68-273 February 3,1968 SUMMARY I.the unrlersigned #63 Washington the real and personal opposite each item in FILE #63-68-273 Dated: flEPOHT OF INI-fERITANCE TAX APPRAISER 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 j.n Schedules "A"~"B",. 11-13=68 02-03-68 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for .....;...;..._ County ,Pennsylvania,dc','sp..~c:tful.ly report that I have allowed deductions in the amounts claimed b;y deponent,eXC8jlt as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTfR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$--------45,870.00._45,870.00._ INVENTORY Heal Property (Schedul8 A) Personal Property (Schedule n) Transfers (Schedule C) J oint-Held Property (Schedule E) rOTAL GROSS ASSETS LE~~Debts and Deductions (SCHEDULE F) CU<:AR.VALUE OK,ESTATE Valuation of life estates or annuities . ESTATE TAX ASSESSMENTS 45,$70.00._ =====:--,. 45,870•00:= =====.-======'= CO~WUTATION OF TAX TOTAL TAX BALANCE PAID FOR USE OF REGISTER ONLY Tax on $.--!'i%~ Tax on $10"S ~ Tax on ~m s Tax on $1!'i"0 ~.--, Exemptions :=(,::) Total Estate TOTAL TAX Less tax previously paid BALANCE Less !'i%of tax if paid within 3 months after death JL\LANCE OF INHERITANCE TAX DUE Add interest at rate of 0%from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6%from to $-----'1;=====:=,----'-*------ $=====:= *------<Pc,_ (':,)As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. St _ $--~---- $------- $------- $-------$ 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 (...No.Administration IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF GECRGE CROOK F E.'TTY Deceased Late of ....SPEERS . County of WASHI~GTON Commonwealth of Pennsylvania REPORT AND APPRAISAL Form:RCC-2 'DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 ~CQMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE T1\X ... APPRAISEMENT DATE N.Qy..~P..~:r.J:.).l.+:9..~.~. COUNTY ~~~~~.~~~.?:r.>:. FILE NO•.......................................92.::.f&:::.?.7.?... Whereas,.G.~.9..~g.~G.r.9..9.Jf f..~~.t.Y.:late of ~.p.~.~~.~. ill the County of w.~.~.b.;j,~Q;tL Commonwealth of Pennsylvania,having died on the )r.~L day of ~~.~!..'l.a.:FY.19 ?~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,:w~.~h.~!-.~.~,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ BEBSONALTY: 2L.0 shares.common.American Telephone and Telegraph, @ 52.50 ner share 12,600.00 190 shares.common Duauesne Li£ht Company,valu @ $30.00 per share 5,700.00 300 shares,common,General Electrick Comnanv.value @f89.00 per share 26,700.00 I J 1963 Pontiac sedan 470.00 1963 Ford Sedan 400.00 :45.870.00 45,870 00 Total 45.870.00 I, . . form~~~~~a~::~h~w<>rn/.1~la~.~:;o~~~~E~nlisei2:~,?~i I Appra,ser ~.....:z........:....(~.............................................................................o (Street) Penna........................~.............~................................................, (Post Ofllee) ......................WA$.H.;I,NG.'r.Q;N .COUllty I) ..J RESIDENT INHERITANCE TAX APPRAISEMENT Estate of gEQt;G:E CRQW\f.ET.l1.. Deceased. Late of ...................................S..f.'EERS...........:.. Date of Death,¥~.t>.~.~~.y..},'-J.:.9.~. Appraisemellt Docket Vol.,.3..7 ~. Page,9.4.~.?No...~§?:::-.~.E?~?7J. Filed in Register's OtJice,.N.Qy.~ID.p.~.:r.l3;96.8 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,.. Entered and charged,.. ....'} I ".,..,'" I .., .) i "\...J .. .. Form RCC·IO DEDUCTIONS ALLOWED IN DATE APPROVED ..J-?-ct/••.........................................................~~~ Regllter of Wills,Agent THE SUM OF $l.!...2z{{;:t..6STATEMENTOFDEBTS AND DEDUCTIONS a=~::..c;:o.=-~~=--"'--=.::to:..;t=.y.l--__L.ATE OF Speers,Pennsylvania -.:?-~-69 DATE OF FILING APPRAISEMENT Na;nem13er l'.-1-96~ATIi01"DEATH February 3,1968 OFFICE OF THE REGISTER OF WILLS AGENT OF THE COMMONWIiALTH OF __W_a_s_h_i_n....g...t_o_n__COUNTY DATI!:NO.OF NAME OF PAYEE REMARKS AMOUNT VOUCH"''' /13/15 68 Harold Schrock Funeral expenses 1,073 00 . 4/22 68 Mellon National Bank Satisfaction of Loan 201 03 VU;:)L.::»ac;lvanced.tor prObate 4/22 68 Adrian v.Sannier Will &legal advt.60 50 4/22 68 Felicie B.Fetty Reimbursement for final 147 98gaselectricwateretc 4/22 68 Mon Valley Country Club Assessment 50 00 4/22 68 Felicie B.Fetty Family exemption 1,000 00 4/22 68 F.J.Buckley Ins.Bond premium 210 00 4/2 68 Charles Taggart &Co.,Inc.broker comm.&cost 52 69 10/16 68 Felicie B.Fetty Adm.Comm.2,293 50 10/16 68 Adrian v.Sannier Atty.Fee 2,593 50 10/11 fiR Russell Marino,Register Filing Account 19 00 2/8 69 D ••"".......11 M ........;~....t"1 ........1...Clerk Costs 47 00 > - TOTAL 7,748 20 COMMONWEALTH OF PENNSYLVANIA }so:COUNTY OF Washington I.Eel i ci e.B Fetty HEREBY CERTIFY.THAT.TO THE BEaT OF MY KNOWLI!:DGE AND BELIEF.THE FOREGOING IS A ..lUST AND TRU E srATENENT OF DEBTS.FUNERAL EXPENSES AND EXPENSED OF ADMINISTRATION SUBMITTED TO THE ESTATE OF George c.Fetty,a/k/a DECEAOED.AO DEDUCTIONS "'OR INHERITANCE TAX PURPOSE8.George Crook Fetty Vi:L;q ~ SWORN AND aUIISCRIBED BEFORE ME THIO 8th D4Y 01' "~~.-L-e~(&..G.) 1<',".J'./'18 69 c~~././//'~D '--- 0 JO~EPH SITTE,NOTARY PUsu{ CHARlEROI BOROUGH.WtSH i~!GT0H COUNTY MY COMMISSION EXPIRES JANUARY 7,1971 RCC-~6 (<r74) COMMONWEALTH OF PENNSYLVANIA •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION RECOMMENDATION OF THE DEPARTMENT OF REVENUE TO COMPROMISE OR WRITE·OFF TAX CLAIM Tickler #148 Washington COUNTY Estate of_G_e_o_r_g_e_C_._F_e_t_ty County File No.3_7_-_9_4_-_5_Bur.Fi Ie No.6_3_-_6_8_-_2_7_3__ Date of death_2_-_3_-_6_8 Date of filing of Appraisement __n_o_n_e _ Name and Address of Attorney_~_r_1_·~__S_a_n_n_i_e_r_~_d_r__es_s_~_~_o_~~ d Add f P I R Felicies B.Fetty address un~o~Name an ress 0 ersona epresentative -=~_ Date on which current and active lien was last filed_n=-=o..:.n:..:e=--_ Action initiated byHarold A.Smith (NAME) Appraiser II (TITLE) 5-5-77 (DATE) Real Estate 'f)r--Personal Property7-l"-e.....Transfers.-::a::r:1::-~(.:.0-Gross Estatet!,'-.....'tJ "\D Debts .&Deductions..........'--'..-4i,-i :"1 ;:::i Clear Valuer,1.11 >:-"0-, .Tax AssessedUi-: t't':;t~:-<en Tax Paidz:. ~Ba lance of Tax Due-~>-D -r Interest to Datew;n: Total Amount Due -0- It is hereby recommended that the inheritance tax record in the above estate be adjusted as follows:_ Waive Filing of the United States Federal Estate Tax Return Form 706 and Federal IHosing Letter that this case be marked I'ClqsedII A proper investigation has disclosed:Enforcement under Directive 5 has been pursued for failure to file a copy of the Federal Form 706 and Federal Estate Tax Closing letter.Since we do not have a copy of the F.F.L.to provide evidence to the Court that a Federal Return had in fact been filed we cannot pursue with a citation act~on in this case. It is therefore recommended that this case be marked Closed (ATTACH ADDITIONAL SHEET IF NECESSARY) Investigated by Harold Smith Administrative Officer I (NAME)I (TITLE) Approval recommended by ¢~.J::.itU~,dLJ,/a-W~~-.=.::~>LL..1~url<~:::..:U~flJ_"""'.-;.JliW~~.__~ 5-5-77 (DATE) D 5-5-77ate _ JUN 71977 Approva I Recommen ded on ----M1lY.....1,-Y6!....+'H:....'..,!..7....L7 _-:t.rllJ (DATE) I .I-UlJ fM11Signed--+-I-----1.J--------Af---------- ..- ..