HomeMy WebLinkAboutOC1968-0281 - ESTATE OF WARDFORM 67 REG.WILLS
REV.1-50
Application for 11ltlltrs of A~minislration on tht
Estate of...~.~.9.~.~.~;E.~.~~~.~~!~/~'F.!];~.~~~~~~.9:..
late of M.9..!}.Qn.g§!..h.~..+..~,Deceased.
Before the Register of Wills of Washington County
personally appeared J..~m~.~A.:\W.§!..r..9:..
who,being duly sworn deposes and says that...r..h.Qm~.~F...~w.~r..9:~/~/~T.hQ.mg..!?W.~.r.Q..
age QB ,having h.l!?last family or principal residence at 7.7.9.~.~.§~M§!.,;tn S.~.r..~.~1!...
(Street and Number)
....~.~!?:~.~~~.t':~.~~J R~.::"Washington County,Pennsylvania,died intestate
.,-(City.Borough'.Township)··.
at..~M.~.r..QY.:H.9..§p.!.t.§!.J p..t~.1!..~.p.~r.g;hon the..3Q day of...M~.Y...
A.D.,19..6.7.,at...l.Q.:.2.5 P.M.,possessed of personal estate to the estimated value
$,and of real estate in the Commonwealth of Pennsylvania to the es~~~t~value of
$Q"..QQ.Q Q.Q ,situate in .Jz.:i$:~.:l:f'.~!l:.4:..~t:..~~-:...
The names and addresses of the decedent's surviving spouse (if any)and other heirs including
heirs by adoption)are as follows.
/l
I
REI,ATIONSIDP RESIDENCE
...~.~.~~.~~.~~~~.9:1?!.!?~.~~.;:7..7..9.~.~~.~M~.!.~§.~.;:~.~~..
Catherine Ward niece Glendale California.........................................................................................................................................................................~.
...~.~~.~~.~.E~!?:~.~.~.~g.~~.~.~~.~.~?..9..~.~.~.~.~~.~.!.~.
...g.r.§!..Q.~w.~r..9:(W.l9:.Q~9.J:M.~~.y..h~.L ..W.g..r.g"4.f;t~:~.~.~.~.9:.1 ..
..~.h9..m~§w.g..r.g.D:~.ph~w.S..Qy.1!.h.~~.~.n.9:J In9:J.g..D.g..
..M.at.the1'l W.a.r.d nf;l.p.he.:w.7.7.Q E.§..!?P.:Mf.U.D.s..t.r..~~.t...t M.QnQngahela,
..~.Q§.~p.h W.~.r.g.n~.p.hf;l:w.'.~~~~~..
......~.?-.m.~.~~..:W.~.r.9-p.~.p.h~:w.'.~'.~~~..
Sara J.Ward niece""."
That deponent is over 21 years of age,resides at...17.Q E.a..§.t.Ma.1.D S.t.r.~.f;lt..".
......M9..~9..ns;?-.h~J.~J r.~.~.~§y.±.y.?:P.-J9.:)..5..Q9..3 ..
is a citizen of the United States and a resident of Pennsylvania,and respectfully applies for Letters of
Administration upon the Estate of said decedent,no letters having been previously issued thereon.
-M.
Sworn and subscribed before me this l .
day Of ~~.••....,A.,D.,19.•..911..._
............13:.~1:~.
REGISTER
·r~··cz-~.
.f...\)Of4r~.t2...~....l:~:.
COMMONWEALTH OF PENNSYLVANIA }SS:
WASHINGTON COUNTY,
And now ~f::::{[.~,19'E:comes J..g..m~.!?f.\w.g..;r.4..
who being duly sworn doth depose and say that..h~will well and truly administer the goods and
chattels,rights and credits of T.hQ.mg..!?F..,W.~.:r..g a/k/~T.hQ.ma..§:w.a.;r.9.,deceased,
to the best of.....ht~...ski1l and judgment in strict compliance with the laws of this Commonwealth,mind-
ful of the laws relating to inheritance taxes.
Swom an~edbefore me tbis .l..~ii .
day 0n ;,.;;·~,1}.D.,19 .
,{f.~~~.
REGISTER
l)
....
c.:
/
),-11-(;r-.IV-?'(
I ,-
APPLICATION FOR.~
Letters of Administration.
ESTATE OF
~"
Tho.m§..~~.!l1~r.g",Bj;~.......................................Dece;lsed
R $.
...........(7 .9J.............................10 .Letters..............P $~........
Extra Alias $.
Certificates ..;l..$!:::..:.~.~.
....J"
Renunciations'$:.-:~::
..................................................................$................................................................&.......;·~·..~O"O.................................
Total ~~..
,..-,.,,
~,
f 'i(".J"'...'._.-
j
~'-,I !~.-".,,-II,._,-
.10 ..}'J?;l:&-·0··Attorney
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1.:
Estate of
late of
...::::.~.~:;.~:~.r..~.1.~.~.~.~:}No .
••0 ......0 ••0 ••Il:ct 0....0.0.....,0 0'Deceased
..of 19...,.....
KNOW ALL MEN BY THESE PRESENTS,
James A.Ward as Principal and United States Fidelity and GuarantyThC~:e'Ba'itlDiore'~"M(f~·"Siir·e·ty""·"·0 0 ·.0 0'"•••0 0 0 ,..0.·..•••••••••0 ••..
all of Washington County,Pennsylvania,are held and firmly bound unto the Commonwealth of Pennsyl-
vania,for the use of those interested in the estate,in the sum of On.f3 'r.P,Q.\~.~~p.q Dollars,to
be paid to the said Commonwealth,to which payment,well and truly to be made,we do bind ourselves,
jointiy and severally,for and in the whole,our heirs,executors,administrators,successors and assigns,and
each and every of them,firmly by these presents.Sealed with our seals and dated the .~~.1l.day of
...........f..e.~~.~~;r.Y....o.......A.D.,one thousand mne hundred and ....~J~1i.y...:E,.~g~~...
THE CONDITION OF THIS OBLIGATION IS,That if the above bounden 0 0 .
...............J.~~..~...A .~.w.~~g .
Administrator or any of them,shall well and truly administer
the estate according to law,this obligation 'shall be void as to those who shall so administer the estate;but
otherwise,it shall remain in force.
Sealed and delivered in the presence of:~~~~d~:::ntyCo.
Attorne~n Fact.
......(SEAL)
@ltntttttl'ut of !)urrty
I•.---..------..-----___.surety in the sum of $.____on the
administration bond in the estate of - ----.----.-_ _ __.,say that I reside at
-..-..---....----....-..-.......-....-..-..-----,Washington County.Pennsylvania;that I am the owner of real estate.the
title to which is in my own name and duly recorded,situated in .
Washington County.Pennsylvania.worth above all encumbrances $;and that I am worth the
amount expressed in said bond.over and above my just debts and liabilities.
._-----._--------------------_.---------------------------------_.-...__._------------------------
Street
~tnttttttut of t;urrty
P.O.
I..._ ___...--.........surety in the sum of $ _ _on the
administration bond in the estate of ,::c __,say that I reside at
............_____Washington County,Pennsylvania;that I am the owner of real estate.the
title to which is in my own name and duly recorded,situated in .
Washington County.Pennsylvania,worth above all encumbrances $;and that I am worth the
amount expressed in said bond,over and above my just debts and liabilities.
COMMONWEALTH OF PENNSYLVANIA.}SS:WASHINGTON COUNTY.
Street P.O.
And now 19 ,comes _.
who being duly sworn.says that he is acquainted with the financial standing of the securities to the within bond;that
the said obligors have each executed the said bond and that the sureties thereto are the owners of real estate in their
own right of value more than the penal sum of said bond over and above all incumbrances and exemptions.
Sworn and subscribed before me this ----.----"..
day of _...__..__.____.A.D.19 _._
..
..,
fI b~-f:,B,.-2.8 I
No..../L2.Jt....
A~miui!itrntinu ~nu~
IN THE ESTATE OF
~3-b <0-~%\
Thomas F.Ward
~.
And now ~~.~!:~~~i.:!~.!,19.~.~.
Bond approved and;~~tters issued to
U ~•
Q'~tn~S s i Ward.:).-=-_-.---__._---__..,__.__--___.__.,
,
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~....~---....
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·····································n:r·········f?····.
**
~~~.~~J!~~.!'.~~~.
Register
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Bond Book 62........_---....---...--....Page 211....----.-
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.BAOZIK PRINTING ~9 DONORA
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Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
~~~'\
WashiI1:~~on .
I~WORTANT: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 af~er
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
~he.Inheritance an!!Estate Tax Act of 19!31.)
..............................;~.;;Z~;;~~~~...~E .ESTATE OF........c"o"'un'.'t"y"'}EAA:DEM:IDUNATIVS~T:RAOTFOR(State full name of decedent)
WashingtonLateof . .
Administrator
::,:o~;::~~:;::~:--~:-:::}'"
..James......A,Ward.,br.other.....................
of the estate of the above-named decedent being duly sworn,depose
.Eueutor
and say
Decedent·dled...May....3Q,
(Month)
Name and address of attorney or}
other a~thorized representative to
whom all correspondence s~ould be
mailed..
.......,19 6.7 ,r testate leaving a last will,copy of which is hereto attached.}
(lIay)(Year)Lintestate
Joseph J.•....Be.nedict........
253 West Main street
Monongahela,Pa.1~063
That as such b.r.othe.r.deponent is familiar with the affairs of said estate and the property con-
(Executor-Administrator)
Rtituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or 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 TO DECEDENT
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 personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of savings banks,and to the date of dece\!ent'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 thereof,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 mortgaltes held by decedent and of all claims due and OWing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable
to the estate from life insurance 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 ~t the time of d~ath,with the market
value thereof at such time.
(Street Number)
...g-'G'.~..f2 7&.1d.i.-..
I (Executor-Administrator)
,0
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 cony
of the deed,trust agreement or other instrument creating the trust.TherR is also set forth in said
schedule a list of all property,real and personal,with its value,which pa~ses at decedent's death by
Virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint-
ment vested in decedent,either 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 Impaid at time of,.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 colla~eral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this
::~~~;=1~~
.,,~liptJ;t~SON.liQUIfY PUBtlC
~y ~';~~!!i;'N i~\~~~~;~~~H C~~~~~71 .············'{City····;.····T~;~..··~;L···s;.~j····..·..··.
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.
J
'..!..~A
RCC-34 (1-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania,with statement of I>lortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the .de.cedent as tenant in common with another or others,should be 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[lwealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;If a farm state number of a-
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,acciued Interest on mortgages,etc.,are
ta be listed an Schedule "F"and must not be deducted fram this schedule.
Lots #16 and #17 in the J.E.Nutt Plan of
Lots at Black Diamond Station,Carroll
Township,Washington County,Pa.
1/5 interest of the above described premise
House in the first Ward of the City of
Monongahela
1/3 interest of the above house
1/9 interest of the above house
(1)(2)(3)/
DEPARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write
DEATH In this spoce)
,850.00
f"Y.::fO.--
950.00
Hi
'.f;,~~
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.
$4,roo.oo
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
--I
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 any undistributed
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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fUlly VALUE MARKEr VALUE (Do not write in
this space)
None
I
Insert this total opposite "Personal Property",Schedule "B"in X X
the "As Reported"column on the last page of this return.
11cc-3t
COmj()\T?\LTH LW PF:-.'NSYLV~.l.NU..
TIL\.:\'8FFH.Ii\HEllITANCE TAX
rmSrl1EXT DECEDE:-.'T
SCHEDULE "c"
TR.AN c:FEllS
(1)Did decedent,within two years of'del.lth,make any transf'er of'any material part of'his estate,without
receiving a valuable and adequate consideration theref'or?(Answer yes or no)no
(2)Did decedent,within two years of'death,transf'er property f'rom himself'tO~h~i~m~s-e-I--fand 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 af'firmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)__~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?_
(5)Did decedent in his lif'etime 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)__~n~o~_
(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)above is in the affirmative,state whether the right was reserved in decedent
alone or others -:---=-_
(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 reservea 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)nO
(9)If the answer to (8)above is in the ~ffirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent ana others?
(Answer yes or no)n_O _
NOTE 1:The answers to these questions should be supporteil by affidavit by the attenrUng;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 prcperty
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 tr,tns-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM DESCRIPTION MARKET VALUE
(Estimated)
DEPT.VALUATION
(Dept.Only)
__-..I -'--.t ,~.--_...
Insert thls tot:d 01'posi te "Transfers",Scherlule "C"in the
"As Reporterl"colulTm 0n the last page of this return.
,
SCHEDULE "E"
JOINTLY OWNED PROPERTY
COMMONWEALTH OF PENNSYLVA.NIA
THAr-;SFEH.INHERITANCE TAX
,.,",,1-.'
ReC-38
RESIDENT DECEDENT
I:-iSTRl'CTIOKS:This schedule 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 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-owners to
the decedent.
Description of Property,Date of Acquisition,Name I unit
Address and Relationship of Co-Owners,and Place I Value
of Record of Instrument,where Real Estate.!
percentage Estate
Share Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
Bank account in Western Pennsylvania
National Bank #30707 in the name
of Thomas F.Ward or James A.Ward
both of 770 East Main street,
Monongahela,Pa.in the amount of
$5,126.49 as of June 1,1967.
1/2 thereof or
Bank account in Western Pennsylvania
National Bank #2~817 in the name of
James A.Ward or Thomas F.Ward both
oof 770 East Main Street,Monongah~
Pa.,in the amount of $1,154.69 as
of June 1,1967.
1/2 thereof or $577.3'~~
Safe depos~~box inventory:
(this box was solely in the name of
Thomas F.Ward,deceased)
42 $500.00 Series H Bonds
16 $500.00 Series H Bonds
In the name of James A.Ward or
Thomas F.Ward,both of 770 East
Main Street,Monongahela,Pa.
$'1,000.OC
8,000.oC
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.
J '>\":'I'
RCC-37 (12-63)
COl\t!\IONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
-,,
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest.vested.contingent or other-are involved,set STATE YES IN ESTATE
wise.in estate)forth this fact.)OR'NO BIRTH
James A.Ward brother Yes770EastMainst.--,.t'a...l.:;>VOj .-
Catherine Ward niece VPf'\Glendal€,California -
Ruth Ward n'ipt'.p Yes
Glendale,Californ:h
Grace Ward (Widow of Ma ttl:ew Ward.deceased)---.".,
Thomas Ward .,nephew Yes::iou'(;n .t:Sena,l.nalana
Matthew Ward nenhew VA~
7~0 East Main st.,,,,,_.-'."~
1",ra..
Joseph Ward nephew Yes
FrU East Maln St...,~
1'1 '..L.a.,ra..
James E.Ward nephew YesFrUJ:4.:ast Maln.l.·St.
••,1.-.",<:>D<:>
';7 fi
Sara J.Ward niece Yes770EastMainStreet
.........,ra..
\
h
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
.\IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Will
Administration ~No.
f:I<THE
Year .......1.
(Executor-Administrator
must complete "As
Reported"column #1.)
0 h1""'"C ::0~§('l)('l)........e-o '"'"0'"~~::l '"C,..,.('l)~....!II ;;l -0~'''''-'0x'"C ('l)~:~........0-0 ~(b '0('l)t'%1 ......'"'<..~..('l)
Deceased
Late of .
County of
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~~.
r~/76?
enc::~
~;.>
::0;---.,.---><:S:-\W WW~~.=:r =:r =:r
,~,..:~q ~~
:'-":--
-00-00-(1.)-00-00-00
:~:~:;.>-",;<\'"'~•.'"
:~L:,,-'\.::o
:.~:.~::0-.:.~:\.....,~..~:.<0.8":'::~e-
~:~.:~---.~:.~.:Q.
-00 -00 -(I.)-00 _-00
I,..In~A;';.>.,,\S'\,.:....'.~cr.".... ..:"-. .",,-..u.~:""..;:;.~.""-:0 ..~~10,II .~..c:>:3 -II ,..
-1 '~.•h \0 ~.I'
~,_..\("\.~~-.~-\""-::::,'~
,.cc·e I (a·u)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUReAU OF COUNTY COLLECTIONS
INHeRITANCe TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
JAVlES A.WARD
(~Administrator)
IN YOUR RIP~Y P~IAOI
RUVIR TO 37-101-3
In Re:Est ate of T~H~O~I'1AS~:!...·~F~.:.....!:W!,f;ARD~~_
_____W-'-A:.:;,S;,.:'H.:.=I:.:,:N:.:;,G,;:..TO-'-N County -File No.63-68-281
Dear Mr.Ward:
You are hereby notified that the original
appraisement in the estate of Thomas F.Ward
has been filed in the office of the Register of Wills qfWashington
County on June 18 ,1968.Said appraisement reflects the
following valuations:
Real Estate -==4~,-=6~0...,;,0,..;..-=0.;0-_
Jt.Hel~__--=:3_2.:-,14--:....0_.~58__
Transfers ,.-----..,--.,._
Tota1 -.-t!3,::::.6..z..t7c4:l:.:O::.,!•.,.;!,5.::::.8--
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 (5%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date ...JJlLJunOlU.le",--,,11Lll8~,~1....9~6~8!.-_
DATE OFDEATH:May 30,1967
Note:This is not a bill.
~CC-:'9 (6-64)
rO'IMONWEALTH OF PFNNSYLV,\NI:\.
T~lAN::'FF.n INHERITANCS T.<\Y
~~SIDENT D8CE~RNT
WARD,'rHOl'IAS F.
FlU #63-68-281
MaY-)~;1967
SUMMARY
I.the unrlersigned
#63 Washington
FILE #6)-68-281
the real and personal
opposite each item in
nEPOHT OF INHERITANCP.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 in Schedules "A","B","c""E".
Dated:_----'o~j,$-6,=8 _
05-30-67
,.>:z,a'--l./l.-'t,('-1!?
OF WILLSREG1STtR
06-18-68Dated:
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,E;xcept 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.
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS RE.~PRAISED
$4,100.00 $fi...600.00._*_INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLElLJ:t VALUE OF ESTATE
32J140~._
3$J 248,.2!L._
,1.,934·l2..:=
32J 306.3.!L.__
32,-140.58:_
36,748.58._
1;.,934.19:=
32,806.)9._
======:=
Valuation of life estates or
annuities ..•.•..•$-----
ESTATE TAX ASSESSMENTS $------
COMPUTATION OF TAXFORUSEOFREGISTERONLY
Tax on $________:')%$_-,-_
Tax on $.__10%~_
Tax on !t'",2'1 $'.~.",;,z <l>•.,.----==~=.-Tax on $32,806.39 ".4.1770.96._
Exemptions=======:=(,:,)
Total Es tate _
TOTAL TAX $___
Less tax previously paid *~==========\~
BALANCE *_
Less 5%of tax if paid within
3 months after death $=====/=
(,:,)As eviden'ced by Chari table Exemption
Certificates issued by the Secretary
of Revenue.
BALANCE OF INHERITANCE TAX DUE 11;_
Add interest at rate of 6%from
to $_
AMOUNT OF ESTATE TAX ASSESSED *_
Estate tax paid $_
BALANCE DUE $_
Add interest at rate of 6%fromto $_
TOTAL TAX BALANCE $_
PAID $
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the
negister of Wills,for proper reason,same should be noted below,with short
explanation.
t-
Will ~N
Administration ~o.
1:-1 THE
Year .
~IATTER OF THE APPRAISE~1ENT
OF THE
ESTATE OF
THOMAS F.WARD
Deceased
Late of .
County of
MONONGAHELA
W~f:IJ:Nql'O~...
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
'.,
Fonn RCC-2·
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE !:J.~~.+..?1.!.~§.?...
COUNTY !f.C1..~~.~~~P~.
FILE NO•............................§?=..??:.??.!.
Whereas,~.b.9.~~F..~Wa.r.4.late of MQn.Qn..g~b.~l.~.
in the County of ~~~?~.~~9.~Commonwealth of Pennsylvania,having died on
the J..Q t.b.day of ~y 19.:..9.~t,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W..~.~.~C~.n~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.
Unit AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purposes
$
REALTY:
As ner Scheduela "AII lL.600 00
PERSONALTY:
NONE NONE
TRANSFERS:
NONE NONE
JT.HELE:
As ner Schedule "Elt 12.ll0 58
Total 36.7lLO 58
Having been duly sworn according to law,I do hereby cerf y that the above appraisement is made in con-
fonnity with law on thls ..............~.E.",£L..............day of .........c~..~·.....................................e .....~£L:
...............•..'................~r('~.....................2G.<....~..?!:t.................
Appraller
~·..........·Z..:....·....·......·~b;·..;d..St~~~t·i ..................·....·......................................
...,.%"'.~"iP;;;;..;;i··...............Penna.
-
WASHINGTON...................................................................County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
T~9.~~:.~w.AgI).
Deceased.
Late of
...~9~QNG.J...~.
Date of Death,Jl.~y 3Q l.96.7 .
Appraisemel!t Docket Vol.,.3.7..
Page,lQl~.3.No 63~.6.$~.~$.l .
......................................................................................................................•.
Filed in Register's Office,a\ID~.l.e."..J9.6.$..
Amount of tax due,$_..___.__..__._
DEPARTMENT OF REVENUE
Received,•...................._-,__.-_.._---
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal f1'Om Appraisement,..
Entered and charged,:..
Form RCC-4-RI-3-66
No.949007
COMMONWEALTH OF PENNSYLVANIA
OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax
JlF.':lIDENT DECEDENTS
63-68-281FileNo,~_
f..nolloo -Dollars,
Date,-....J--=\r;..1J.....;;:,.;....--..,{,1..;;5~,r--19~Office REGISTER OF WILLS.~_---..:t:.:..:1A~S::..:I::..:II.:.:..::t::..:lt:.:.:..::,T:....O::..::~.:.....;--...I:Pa.
t1ASnIN("rOl<~J ~l"rd_--....:===.;:..:..::.~::...:.::..ICounty,ss:Received from_...;;..;ntr1=.:::::··:.:C:.:S:....-...:....:...---=..:..;·{l.::.:~.::...=:_
j~u.tQr,Administrator ~mdian)of the estate of 'i~..1'-b 'i r P\i'l"'l
who died rOny 30 19 67,the sum of TUm:!::~dHI.:).um sr.vr~N HlfNNmD Frrrv
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
Appraisements Made and Filed Computation of Tax
Tax on $5%$
Tax on $10%$
Tax on $2%$
Tax on $On !lceount 15%$3,.150..00
Exemptions *$
Total Estate $
Total Tax $
Less Tax Previously Paid (if any)$
Bal=ce $
Less five per centum of tax if paid
within 3 months after date of death $
Amount of Estate Tax Assessedunder
the Act of May 7,1927.$
Add interest at the rate of %'
from
to $
$,_--...:::!..4~.9~34~..~1~9_
$31,806.39
$,_......;3:....;;;2;.z..~14..:..;O:...:.:..;;;5-=-8_
$36.140.58
Valuation
$,_-4:...z:,....::..60.:::....;O:...;:......::...OO.=..-
$,------
Total
Valuation
$32,140.58
$------
Total
Date
Jt.Held
6-18-68
Date
Total Gross Assets
Less Debts and Expenses of
Administration
Clear Value of Estate
Valuation of Ufe Estates or Annuities
Date'19__$,-------
________19__~$===============
Estate Tax Assessments
Date 19__$,--....,.------
________19_~$==============
Personal Property
Real Estate
NOTE:In accepting the transfer inheritance tax on future estates prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com-
monwealth shaH not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcoHectibleforanyreasonwhatsoever.
37-101-3
NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed in numerical
sequence for audit purposes.
,
MOORE BUSINESS FORMS,INC..ELMIRA,R.Y.
-------------------------------'
FORM RCC-4-RI
TRANSFER INHERITANCE and/or ESTATE TAX.
RESIDENT DECEDENTS.
RECEIPT
Docket 37 Page 101 I ine__3__
T{~O::AS P ..FAnnEstateOiL _
omCE OF REGISTER OF WILLS
~.\:':·'IKGTO:l_______________-.rPa.
Date July 15,19~
SIGNED AND SEALED AS PROVIDED BY
SECTION 1201.ACT APRIL 9.1929.P.L.343
AS AMENDED BY ACT MAY 15.1945.P.L.528
HUSMLL :~....1rnO
Register of Wills
1201 (g).Act of April 9.1929.P.L.343.as amended.
viz:-""To receive from Registers of Wills all duplicate re-
ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the money
with the amount receipted for.The original of each suchreceiptshallbesignedandsealedbytheRegisterof
Wills and transmilled to the executor or administrator.whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptisSOsignedandsealedbytheRegisterofWills,"
Fill in below name and address of person to whom
tax receipt is deliveredl
A7!Y.JosmarI J.rmr..~mIC?
Z.5 3 t ~.~·n;··.JAI~r STFwb"t
,
L
'10'"·0'''''''''A'''''''''L II;'i'l 1~\,;lUm a.,.PENNSYLVhrrra 15063
--.1
RESIDENT DECEDENTS
File No.63-68-281
COMMONWEALTH OF PENNSYLVANIA~9FormRCC-4-RI-3-66
No.949072
Date_..:.:n:.=U~au=s...:.t_l:::..2~t __19 GS
OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax
t1ASrm~GroIqOfficeREGISTEROFWILLS.---tPa.
--_---!TLiJ1AI..l;OOI.L'u.a..Irum~T..!!O~NL__!County,55:Received from J_aIneS_A ._t_'..::nrd;.:....::_
~t{Administrator o~of the estate o'l-f ..t!T~HO!:!:!Lr~.....,[l\u.SL_.L!\Ll.L..-l.tlllf\.un.l.ln:.t__
who died tiDy 30 19 61,the sum olLf__O~l~m=-·,~mo!.!'~U~S~A~tm~.AT.!:!;r.m!:NT!.l!.\J:LIA..,_....s.n.un....dL--_.;;:I.9:u6;l-ll"..O~O~IIL..-A.Il-----J"Dollars,
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
Appraisements Made and Filed Computation of Tax
~J7'10.96
3,'150.00
1,020.96
Exempti(:lnS *$===========
Tax on $_
Total Estate $_
Total $1_,_02_0_._9_6_
*As evidenced by Charitable Exemption Certificates issued by the Secretary of
Revenue under Act of May 28,1956,P.L.1757,effective June I,1957,as amended
by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302.
SEAL
Total Tax $
32,140.sa Less Tax Previously Paid (if any)$
36,7t30.S8 Balance $
iJ.,934.19 Less five per centum of tax if paid
within 3 months after date of death $
31.006.39 Amount of Estate Tax Assessed under
the Act of May 7,1927.$
Add interest at the rate of %'
from
to $
3'1·101.3
$,----,,-;~.....,,---
$
$,-----'~---
$
Valuation
32,140.58$
$,------
Total
Date
Jt.Hold
Real Estate
Date Valuation
6-18....66 $4,600.00
$,------
Total $1---4..c.!6_00_,_'._00_
Personal Property
Total Gross Assets
Less Debts and Expenses of
Administration
Clear Value of Estate
Valuation of Life Estates or Annuities
Date'19__$,------_
---19__~$======
Estate Tax Assessments
Date'19__$,----_
--19__~$=======.
NOTE,This Triplicate Receipt to be retained by the Register of Wills and filed in numericalsequenceforauditpurposes.
NOTE:In accepting the transfer inheritance tax on future estates prior to the death oftheliIetenantortenantforyears,as evidenced by this receipt,it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritance
tax at the death of the life tenant or tenant for years whenever it appears that such additional
tax may be legally due and collectible for any reason whatsoever.
FORM RCC-4-RI
TRANSFER INHERITANCE and/or ESTATE TAX.
RESIDENT DECEDENTS.
RECEIPT
Docket 37 Page101 line,_...;;;3,-·__
Estate of THOilAS a.tlAnD
OffiCE OF REGISTER OF WILLS
tlASHII7GiOnJ Pa.
Date August tm12 19-.fiL
SIGNED AND SEALED AS PROVIDED BY
SECTION 1201.ACT APRIL 9.1929.P.L.343
AS AMENDED BY ACT MAY 15.1945.P.L.528
RUSSilLL t1!mn:o
Register of Wills
1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-•'To receive from Registers of Wills all duplicate re-ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by the
Register unless the receipt is so signed and sealed bytheRegisterofWills."
Fill in below name and address of person to whom
tax receipt is delivered:
I
.t\TTY..JOmwH J.B£MmICT
253 URS"l HAIU STrJillT
I
To -----
L
t:orrOil1GAfmLA,PE~niSYLVANIA 15063
..J
-------------
Form RCe·lO DEDUCTtONS ALLOWED IN
THE SUM OF •..........•$?:..£.-ZI.!/Z
DATE APPROVED .....•.•.._0...~J?:.c..!:(d-o~c~(4 ~-..,v{)
Reglder of Wills.Agellt
LATE OF
STATEMENT OF DEBTS
AND DEDUCTIONS
COUNTY
Monongahela,Washington County,Pa.
DATE OF FILING APPRAISEMENT __..!:~:::../~.z:.-:.:£:z.-/...:C:::....:::c1 DATE 0 ..DEATH __M_a..:Y~3::;.-0..::.,_1-.:9;...6_7..:....-'_
ESTATE OF Thomas Ward
OFFICE OF THE
REGISTER OF WILLS
OF Washlngton
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHSOit
l'RpO';!'!.T....r of Wllls Office letter.etc.27.PO
"
In~~1 ,r 'R...nllhl;f'~n advertisement 12.bO
Washington County Reports advertisement 12.bO
Register of Wills 2 short certificates 2.DO
I1\T1 1y-.",-;1""\0'f'.A 'Y'fIIlo norse ~;$75.DO
IM('Y":lI"'\YlO'~hela Memorial Hosnitc 1 9.po
In"..'R H'Kleinschmidt 126.DO
IMercv Hospital 69.P3
M ...r'I;f'~l Tnsllrance 20.bo
'('l-t+-"T +-",vo",52.~O
'OJ
School taxes 131.D7
County taxes 55.B9
.C!f>hnnl taxes 60 •~O
("';+-....r t:::'l1l'(("'Arroll Township)56.85
IT -t rr'h+-+-~V 21.56
1'RI"'\~r'I <PAV ..18.b6
.!.,~8FireHvdranttax..3•
Greco.of Monesse.n Repai s to property (open "account)600.~o
NO,ta,ry public notary fee 3.t75
L.M.Frye Funeral Home Funeral Exnenses 1 777 I to
..
,'$"4 ;,934 '.}9
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Washington
I.James A.Ward
/_'7 .2:(-">1 it/"«/.(j 2f.vvu >I
aWORN ND 8UDIICRISED DEP'OAE ME THill ~/DAY My =-:::::~~~~~=--~=-~==--_.18 i.a::.
(L.Ii.)
\