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HomeMy WebLinkAboutOC1968-0287 - ESTATE OF SLOAN...........&_•.,..--------_._.__.._._._- PETITION SUR ~AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Forni/' Estate of ~G~.~~.•__._~J:..Q~L _-.__ Deceased No _..- _..§.~.:::??1.___.._.__, Fiduciary....WIL.aQR..J.,l\I.NG_,...E.:K~.c.yt.Qr .... Date of Date of Decedent's death .IgTIY.a.IY 16..,...l9.6.1..___Grant of Letters J.?p.~§!'?;.Y.?..t t~J?~L ..___ ... This is the JJ.~~.~..9:.TIg...JJTI.9-J account filed in this estate If there have been former accounts filed in this estate,list file number or number and term.__.J~9g~.___ . Election to take Under or~~will.(cross out one) Date Election Place of; Filed .._.. .._.............Record ~.._ . Name of surviving spouse _..~~.~~.._._._.___.._..__.._____... List issue,where material: Not applicable Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate) Yes.~@C;If answer yes,'name them N.Q_:n~_.. ..____... ... .._ . Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Wilbur J.King _JfJ.'.ll!son Frank c.King-7>~~son John F.Johns ~grandson Robert F.King Elizabeth Orris ~p~- Marie Popava son daughter granddaughter ~Yrr sui juris 1/5 ~sui juris y;~sui juris !;If sui juris 4J1L 9 s~~_~~/fit O~iJi juris List,if exceptions to above: None If partial intestacy,give facts: None Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.xttlEx If any exception give cause:N2Il.l?. File copy of Notice and date of mailing S.e.(::nQ.ti.ce attached..he.r.e.tQ._ . Is estate subject to the filing of a Federal Estate Tax Return?N.9 . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $N9.~~. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . .N.Qt;al?p-.l.:L~9.p.l.~. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;,and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: Total a~ditional debits (Add) Itemize any additional credits not shown by account: Total additional credits (Subtract) Balance for distribution $.A.1-4.J.Jt.~Q . $9.!.9.9.. $~.~.9.~. $..4.1-4.J.J.!.~Q . If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Not applicable .'' a s 0:-c "~_,••~L.•._ If Family Exemption claimed by Petition,give place of Record:NQt ap:p.1.ic.able.. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:..}·Igg~. List any advancement or distribution on account that has been made,and nature and amount of same: None Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary sha.res being s~ated in proportions: residuary share residuary share residuary share Robert F.King Elizabeth Orris 1/5 Jres'iduary share Wilbur J.King l/~residuary share enkG~gfM.A~--ClI5 ~esiduary~~-/..."...-----~ John F.Johns /If/IO." Marie Popava ~~1/10\./ COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~~9.~IL doth depose and say that the facts set forth in the foregoing petition are true to the best of..!:h~~.;:,knowledge and belief, ..~~<?-;-~to and subscribed before me thiS 1.6/~·~day_~!:~19.7.J.. Signature of Officer..0~~-:':!,I..&-L.c!....4.LL . And your petitioner will ever pray,etc. .r:/i;;t-zJ~,~.~Q =. Wilbur J.Kin~·Execut Title of Officer NQt.g,t'y...P.\.lbJi.c ,. Off' .~~./.;(./7'Z:;.-Ice explres.........;!...~.~••••••••••/'•••••••••••••••••••••••••••••••.. No.68 - 287..--__ _-. Estate of..~Q~.J;;~?.!§.~QN!. Deceased Fiduciary..YJ.ILBUR..J.•...KING . Executor "..'), .,.):-.-•fd:..:".',:...,....\,·~-::··.t .-.fr ···,,·..·-'-,(' ; .' 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:pa rag raph 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 Wi II. 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. .:~g..;:.~.~P.-y.!$.~!.1.J;!~.~~_._..__. Attorney ~2 .. ''''."/~,..i".'\ arommouU1ralt~of Jruusylnauta.tl!IlIas~tugtou QIonnty,,ss. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid .../.' on the lOth day of January A.D.1968 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of Margaret P.Sloan late of Charleroi in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Wilbur J.King the Executor III said \Vill and'Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Wilbur J.King committing unto Him,the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Him to exhibit a true and perfect inventory thereof into the Register's Offi'ce,at Walshington,within ninety days from the date hereof,and to render a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTTI\10NY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this loth nine hundred and day of January III the year of our Lord one thousand Sixty Eight ...'t7.·~f~.......~.Register '\fd "OJ NOJ.8NIHS\f,1;\ STIlNI .~!I)(J3 1.SI~::1 8 ON iT.:':-I T:ssn}jtN EI Zl Wd t /""1IJ .'.., "-" r I --j-'. I I I,Margaret P.Sloan of Garrett County,State of Maryland being of sound and disposing mind and capabale of executing a valid deed or contract do make,publish and declare , this to be my last will and testament,hereby revoking all After the pa.yment of all of my just debta and other wills or codicils by me heretofore made. my entire estate of whlcrul I died seized and possessed my property and estate of whatever kind or description whether I I , I \consisting of real,personal and mixed property to be divided in I I real,personal or mixed and where so'ever situated as follOi'ls: e First • I will,devise and bequath four fifths of· funeral expenses I hereby give,devise and bequeath all of equally viz 1/5 of the same to Robert F.King of Glenburnie Maryland,1/5 of the'same to Elizabeth O!'ris of \:Jes t Brm·msville, Pennsylvania,1/5 of the same to Wilber J.King of Charleroi, Pennsylvanial and 1/5 of the same to Frank C.King of Gurrett County,State of Maryland,and 1/5 of my said estate to John F.Johns of Hazel Park,Michigan and Marie Popava of Owosso,Michigan to be equally divided between them to share<\y\,j and.snare alike. 2nd.I hereby constitute a.nd appoint Robert F o King and Wilbur J.King as executors of this my last will and testament, and request that they be excused from the necessity of giving bond as such executors other than as required by law• .In testimony whereof I have hereunto subscribed my name and affix ed my seal this the.year 19570 day of March in -----~~--',........._-- _._~1- I-Signed,sealed,published and declr..red by the above named testatrix as and for her last will and testament inII !I the presence of us who ather request in her presence and inI /I I the presence of each other have hereunto sUbscribed O~names as II witnesses. 11 r ......ft""....••...·~.,.,,--, II I I I II I '-" , I ! I! II., I II I \ \ \ "\ \, -~~.. ~-~I-~'_._•.__•~_.~_.,_....._~-,-~~_'""".__ ..."----------- ---------------------, l\ffi~uutt (@f tExrrutnr ®r l\bmtutstratnr §tate of 'euusyluattia'} mouuty of 1ltltas4iugtou ss: Personally before me,the undersigned authority,a R'!~.~.~.~.y.._.~p.~.~,<;:,in and for said County and State,appeared w..;I;.~~gg .J..~.KJ.NQ who,being duly sworn according to law,deposes and says that he is the executor or administrator of the es- tate of NARGA.RET..P .•...5.L.OAN..deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ..~~.GA~.?J ...:e.!...§k9~.ff deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the/t0ve named Executor Administrator. Sworn and subscribed before me this ........!.;r..........,}v ZLJ.'1 n (~~' d f _February,19 71 ~..:..:~.ay~:.............................Execu r-Acaax"or ............y~c?,.p1(~Po.R'~~.H L~ ..0 a y u ~c N0~~mQM~:~~'y~?110NS .1.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. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies and 2 RCRI-33, Over $1 0,000,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. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 3Juueutory aub Appraisemeut of the goods and chattels,rights and credits which were of ..~.~.~.~~~~~.~?~9.~.~late of Gp.i'!.~.+.~.;J;.Q.~._'. Washington County,Pa.,taken and made in conformity with the above affidavit. PERSONALTY DOLLARS CENTS Proceeds of Judgment Note from Harold Luther Yommer,et.ux., payable to Margaret P.Sloan, dated December 22,1965,in the amount of $5,000.00,and collected by the ExecutoI in December,1970 REAL ESTATE NON E TOTAI:.. 5,000 00 5,000 00 I I '\!d "OJ ::0I"'.I111"~f"~1-I I ~""I r ;)Y III~/II..:l r).,7 I (,:<:".,1/ 0\10'• '...J,J.::Jl.J oj.(."0""r u.......,).b 9J E ;IU !L ,1 J ~I L.J_jt '(j ',.' ....., .!"/"~'., " ,:;>.'-: .---..''-.,,:';-.,:~~. :;f·1 :::.: , STATE OF PENNSYLVANIA. WASHINGTON COUNTY.~55: The within named Accountant being duly sworn according to law,depose and say that the above account as stated is true and correctas ~.~verily bel ieve, d--'Sworn and subscribed before me this /~. day of _f~p~_'J.~;I;.Y._1 ___._19.._.7.:1,.... /-/l C!.-6~J_.._~~- . Notary Public DORiS E.HALL Nota.ry Public.Charleroi·;Wa.shington County Ml'Commission Expires June 12.1972 .~l.L:ej~:~A./..O..c.~~L - -. Wilbur J.Kitfg ,E~ec9tor of the Estate of ....._MCl.x.gax.e:t P..•...S.lo.a.n _.._.._ _.. Washington County,SS:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs thereof Hled to No---&J::2l:-::Ll7.---~ Witness my hand and offiCial 'seal thls.3 _.__ _ ~.I doy oLTL\.W(";F)---~-----~---;-1tL .~L ...Il-L~.----.---.--- Register of Wills N t d o ""'o ~...OJ(3 o'0 iEo:~ "0Q)..., s:lQ) tilQ)...~ ........:::loo Q):l o..., ""'o ~ i\ \ .~ ~ I ~: ~i oz ./ °a.j.:D-lSa S!4-l U!uO!-lnqp-lS·!P JadoJd aU!LUJ~-l,ap 0-l -lsanbaJ All np:>adsaJ S!-lJn0J a4.l -- --; / ,..', •<fI o .. -------------------------------~- '" IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA No.t ~-,p -?-J'7 ESTATE OF MARGARET P.SLOAN,DECEASED FIRST AND FINAL ACCOUNT OF WILBUR J.KING,EXECurOR SUMMARY Schedule A Principal ~Pexsonalty Receipts Amount transferred from Principal -Realty Disbursements Balance $5,000.00 0.00 $5,000.00 566.50 Schedule B Principal -'Realty I -'. $4,433.50 Receipts Amount transferred to Principal -Personalty Balance Balance for distribution $0.00 0.00 0 ...00 $4,433.50 The balance for distribution is as follows: CASH $4,433.50 ------------------------------------------;--- • ESTATE OF MARGARET P.SLOAN,DECEASED SCHEDULE A Principal -Personalty RECEIPTS Inventory and appraisement filed Amount transferred from Principal -Realty for payment of debts and distribution Balance $5,000.00 0.00 $5,000.00 ESTATE OF MARGARET P.SLOAN,DECEASED DISBURSEMENTS Administxative Expenses Adxian V.Sanniex Reimbuxse Costs Advanced a)Probate Will $ b)Washington Co.Rep. c)Valley Independent 24.50 12.50 10.50 As of 2-13-71 Wilbux J.King As of 2-13-71 Adxian V.Sannier Executor's fee Attoxney's :fee 250.00 250.00 Russe1l Maxino,Reg.Filing Inventory Russell Maxino,Reg.Filing Account Tota1disbuxsements 3.00 16.00 $566.50 $566.50 ", ESTATE OF MARGARET P.SLOAN,DECEASED SCHEDULE B Principal -Realty Inventory and appraisal filed Amout transferred to Principal -Personalty for payment of debts and distribution Balance $0.00 0.00 $0.00 Washington County Reports ~:l<MA~ Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) }, Estate Notices The Register of Wills has granted"Ietters.~ testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. • • •• ••• •• • • • • • • • • 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 WASHINOTON ) STATE OF PENNSYLVANIA (SS. SLOAN,MARGARET P.,Dec'd. Late of Charleroi,Washington Coun-ty,Penna. Executor:Wilbur J.King,216 Mea-dow Ave.,Charleroi,Penna. Attorney:Adrian V.Sannier,515 Mc-Kean Ave.,Charleroi,Pa. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who.being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,published weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COL'NTY 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: .........~~.1?~~9:~y....:l.'~.I !.?.I J9..gJL . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of''ce or advertising~hat all.of the allegations of this affidavit as to the ace and aracter (~publ~ar tr .qL '-~./1).V~ Sworn to and sUbscribc.:c thi~"""'"'''''''''''-'''''''''''''''''''... ..J~~7da~Of.....f.~.P:M9:f~,196.;.a. .......~~@ :z . No'-ary Public KATHERINE C.YARD,Notary/uhliC Was~ington,Washington Co"Pa, My Commission Expires November 1,1969 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 Mon 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 Westmoreland 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 Valley Independent on the following dates,,January 27,1968 February 3 and 10.1968 Affiant further deposes and says that he is General Manager of The Valley Independent,a dally newspaper of general circulation,and as such is authorized to verify the foregoing statement 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 are true.\'~))r=:..~_"rv-- COpy of NOTICE STATEMENT OF ADVERTISING COSTS:. Adrian V.Sannier,Attorney at Law Sworn to and subscribed before me this ---='''''-'''''"''--r'--ll------ day of Februar~, CHARLE M.~O¥O'f9.'<,~ie Pi:~Ii~ Monessen,/V'lStl1!O,eland CG.,Pa. My Comm:SSiOll ExpiresMycommissionexpires.jRlJuMj'7,1971 LeIters testamentary on ·the estate ·Ot'i Margartt P.Sloan,late··of·Charleroi, Washington Counly,deceased,having I been granted by the Register of·WaSh' ington Counly,notice is hereby given.to ' all persons indebted lo said·estate to.• make immediate paymenl,and to those; .having claims against the same t()pre·-: sent·them Without ·delay to Wilbur J..' King,executor,216 Meadow Avenue, Charleroi,Penna.·Adrian V.Sannier,I Esqu.ire,attorney,515·McKean Avenue. Charleroi,Penna.1;27,2;3,10 ! .~.__-_____~_ __J 515 McKean Avenue Charleroi,Pat 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 Mon 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 ~lt tq~Qtnurt nf Qtnmmnu 'l~an nf DlIanqiugtnn Qtnunty @rpqann'Qtnurt·minininu In the matter of the Audit of Account in Estate of MARGARET P.SLOAN TO THE AUDITING JUDGE: 68-287No.__~-=:;...-=--::....:,--_ Enter ....:m::.:y~appearance for_--=t=.:h=e:.-...:A=c;..:::c:.;o::.u=n:..:t::.a=n:.;t=---_ Adrian V.Sannier _....:;7_'-f_Jt_day Of__~7=-":==-'19_7_1 UN.B.-Counsel shall,by separate pape,r,present a concise statement of each claim,w.ith supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely s tated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. W«0-lQ.Z--Jr-,.;-..:;::::;:6L:;:::.-<..:;>::c:::~:......::zCL--.::::>0... 0 ~-:::::r-c:;:._..J L.ll t;:;i r j c:v,L..:.-:;..-Z (,/)<i):::::: ~...;...,..; c...:::,U}-.•,_~::J0())oe:: r--LJ.J -<--c:::;;: f I r-..-- No.68-287 In re Audit of Account in Estaote of MARGARET P.SLOAN,Deceased AUDIT Jrarripr fnr i\ppraraurr FOR Adrian V.Sannier Attorney ~2 ESTATE OF atnurt nf atnmutnn JUrus nf lJus4ingtnn atnunty. Jrnnsylnnniu.OOrp4uns'atnurt 13iuisinn 63-68-287No._ Margaret p.Sloan deceased In the matter of the Firs t and Final Account of Wilbur J.King Executor ADJUDICATION AND DECREE And now Augus t 0_,191.!.-,this matter came on for hearing, audit and distribution at this session and testi ony taken;and thereupon,upon due consideration there~f G?f b%lance for distribution in the hands of the Accountant is determined to be $,.3.0 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. SCHEDULE OF DISTRIBUTION Balance per account 1 I 105.00 Balance _ Deduct Clerk's Costs &Receiptsi.-_ Adrian V.SannierAttorney _ Washington County,Division of Personal Property Tax,per praecipe, Russell Marino,Agent,transfer inheritance tax,$87.21 Interest from 4/16/68 to 9/10/71 17.79 Robert F.King,son,1/4 residue, Elizabeth Orris (now)Elizabeth Orris Parson, daughter,1/4 residue, Wilbur J.King,son,1/4 residue, John F.Johns,grandson,1/8 residue, Marie Popava,granddaughter,1/8 residue, Frank C.King,son,predeceased testator, unmarried and without issue. 19.00 1045.88 1045.87 1045.87 522.94 522.94 0.00 $4,433.50 No balance '- No._ In the matter of the Account of of Estate of i\.~ju(ritatinu aM mttl·~t ~\~. - I ,-I'..-)_.l_. I •.••".":.J- '71 {lUG '~n Pt1'12 II RL:;S"".t'I ',lINO 11EGIS 1L:;:vF 'in LLS \,,tASHH':~.TOt;co ..PA: ,/c / /L ~I r-• • L-r ESTATE OF MARGARET P.SLOAN,DECEASED AFFIDAVIT OF EXECUTOR No.68-287 COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ) )SS: ) Personally appeared before me,the undersigned authority,WILBUR J.KING,Executor of the Estate of Margaret P.Sloan,deceased,who being duly sworn does say and aver that his 1atet brother,FRANK C.KING,died on October ,1,1960, in Deep Creek,Maryland,and that at the time of his death he was not married nor was he survived by any children to the best of his knowledge,information,and belief. V~!I:'~:Wi 1bur ~King f Sworn to and subscribed this /4f-r--t"day of June,1971. Notary Public DORIS E.HALL Notary Public.Charleroi.Washington County My Commission Expires June 12.1972 ", Form No.R~C.62 (2-641 THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961,V' EFFECTIVE JANUARY 1,1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED).-:,_...- OFFICE OF THE Re:GISTER OF WILLS .,. County of Was.hingt,on . ..........W~))?~~.."'.•..~~.l!g..'of ~.l,.9.MC?~.q9~..~YAA~~h.~.tgq::.:I:~J:.qi:~..~t:\.•...; (Name)(Addreaa) being duly ?-¥!.9_~D..according to law,deposes and says that he is the g?i§~_~~Q~=_ ,(Exec,.Adm.,Legatee.Etc,) of the estate of ~~;_9~_~_~.!~__~_~§_~~_~!!whose last residence was_~_~_~~~~_gQ_~__~_~§'(:~~-e)----------------------- (No,)Street _____________~h~_~_!_~;.9J ..__::,deceas"ed,and that'the whole ~f the estate of said decedent,who died ~_~~_!:t2.1__J:9-_2Z (CitY.Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRAN<l:ES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERT~HEL:D-AS 'jOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value N ON E Personal Property N ON E . ,. .,- . NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial' institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and'the type of account,account number and the exact name or names in which the account is registered. Jointly Held Property Estimated Value...--.... •. " Checkina Account -Wi1bux J.Kina ox Maxaaxet'·P.Sloan..- Mellon Na t,'1 •Bank &Txust Co •.Chax1exoi.Pa.-Acct.No.423-1682 S740.43 '~/t , Total Balance as of date of deat,h of decedent..".:...' C'V"'" One-half included fox Inhexitance Tax (J PElttfJJ I).-J l-It l4/1$370.22 Savinas Account -Maxaaxe:t P.Sloan and Wi1bux J.Kina. Mellon Nat'l.Bank &Txust Co..Chax1exoi .Pa •.Acct.No.384-20-272S • Total Balance as of datei of death of decedelnt.$5,772:62.~VAil '~~.,One-half included fox InheXi t,ance Tax./,)017',.11::=n.)1 -r?"/...II ,2.886.31 I P TOTAL---------53 256.53 Transfers within TWO YEARS Prior to Death 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 ..........-£,V £'..., - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT ·Robext F.Kina.303 Geoxaia Ave •.G1enBuxnie.Md.child Yes 65 xes.legatee •Elizabeth Oxxis.Monxoe Ave. West Bxownsvi11e.Pa.child Yes 60 xes.1eaatee 3.Wi1bux J.King,216 Meadow Ave ..Chax1exoi.Pa.child Yes 54 xes.legatee ·Fxank C.King,Deep Cxeek. Maxy1and child No 44 xes.legatee ·James F.Johns 23880 Max lin Hazel Paxk,Michigan gxandchi1d Yes 42 xeiS.legatee 6.Maxie Ponava Owosso,Michigan gxandchi1d Yes 40 xes.legatee 4 5 2 1 RESIDENT DECEDENT , DEBTS AND'D&DUCTIONS CLAIMED NOTE'List first five items in the spaces so provided observe notations thereon and instructions,, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN J.w.Kisingex Funexal Home KEGISTER ONLY Bxownsville.Penna.Funeral expenses paid $947 00 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below III II I I II III , Total 947 00 ...C.l:J~~.J,~;~Qi.,..I:>~n.I')~JI.l.,,~p.i~. (City or Town and State) .,.?~.~.M~.~~9.~..~~~.~~.l?. (Street Number) 7J~~~.'.... (Ex tor-.anlIiC j; >--i~~:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater u '-',...or less than the estimated amount claimed and allowed.~t5~~t;;5~%~§,~ubscribed and swom to before me this . ....~V'">~il pf.,-:,~!-:day of !?fA;,19.£.f. il~~~···: . (~~\5'%...... I Having been duly sw~ac~ding to law~Ido/h~r 'by certify that the above appraisemen..t is n:ad;c in conform.ity with la.w on this ...............//.\....4-6.......dayOf.;;::?..~«"'r.:CG....p....~/,I.·z::/%Jf7.·~::e ~/;'i/'.....~4,~.<c::;;;<;ld<t:d ~. <---~A·aiser In the event that any future intel'est in this estate is transfel'l'ed in possession or enjoym{t ....'Offa ral heirs of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserve e right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. . ..~E~ORT OF THE~~~TE~":~LL~'--. I,the underSigned duly elected Register of Wills In and f~~~,':;if County,PennsylvanIa,do respectfully report that I have allowed debts and.deductions in the amounts claimed by deponent,~~pt as to those items where a greater or lesser amount is set forJ;zhin~a t column to the right in said schedule above,which greater or Ie I'~nt rep:es:n;s th~su~allowed a~a d~duction. Dated:..~-n:_<://?/.f'c:../!-:......f :<~~-:~.y.~~~~~~~~'.~~~~~. ,/Register of Wills S'llI/A :1J 1:iJ1 Si83U Of\/H'tfH Ti3SSn~ O:,--J f .J Ill....,_. ! Form No.RCC-62 (2·641 WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ........~CAAel'..f "..SL.Q4N . Deceased Late of ,.Chcrt'l.ero.i . County of Washington . Commonwealth of Pennsylvania REPORT AND APPRAISAL Adrian V.Sannier,Esquire Suite 200 Central Professional Bldg.tOCharleroi,Pa.15022 h '"rV,.-.,J ~..-.,',"l I ; f •~t • I. ii It ,: I. COMMONW~ALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR RllPIoV PI.IAOa: RllII'llR YO 37-95-2 NOTICE OF FILING OF APPRAISEMENT WIl,BUl1.J.KING (Executor ~) In Re:Estate 0 f ;...::MJ:.::·c::~J:i.""G::.:ARE=-::.:T:_..::.P...:.~S;::L:.=O~AN::.:...._ _____.:.:.WA;..::S::..:'H=:I:=;N:.;:GT=ON~County - FHe No.63-68-287 Dear Mr.King: You are hereby notified that the original appraisement in the estate of Margaret P.Sloan has been filed in the office of the Register of Wills qf Washington County on June 18 ,19 68.Said appraisement reflects the following valuations: Real Estate -=-~~-::-::'--- Jt.Hel~,----_~3z.::.,2=5=6~.5~3__ Transfers ....,-_ Tota1 3~,1_62...5!.!o!6C.t..•..J.53..1____ 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. W.R.CHANEYTitle Signed§....:....a..-~~~~~~....::.¥~ Eli'APPRAISER Date __--:J~un~e~1~8..L..-=1!:.<9~6~8:....-_ DATE OF DEATH:Blanuary 16,1967 Note:This is not a bill. "cc-;q (6-64) GOVMONWEAI,TH OF PFNN~YINANI:\ Tn.A.N~1i'F.H INHImITANCF,TAX R.~S !DENT DECEDF.NT SLOAN,MARGAlili'r P. FILE #63-68-287 JariDar;-lb,.1968 SUMMARY I.the undersigned #63 Washipgton the real and personal opposite each item in 06-18-68 rmpOH'l'OF INHERI'l'A.t:iCF.'fAX APPRAISER duly appointed Inheritance Tax Appraiser 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",d "E". /-=V:~//f?:....-..:::::~~'=..:;s'..-C'7--'~~~fP ApPRAISER01-16-67 Dated: FILE #63-68-287 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 bJ'deponent,~xcept as to those i terns 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. REGISTeR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $.-$$-------- 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) CLE~~VALUE OF ESTATE ---"--~~56.53_._ 256 5r::l_~..,,;.J:_._ 947,00 := 2.309.53 3,256.53 ._ _--",3:.z.';~.5_9_!;;L ._ ==:£;91%:;;!L::;,':::;OO:=:-e.- 2,309.53 ======"":= Valuation of life estates or annuities .•••••..*----- ESTATE TAX ASSESSMENTS ~------ COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on $•__f5% Tax on *10~ Tax on ;;;2,309.53 '--Gj Tax on $.__1~% Exemptions :=(::,) Total Estate __ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death d>t~}_ ~---.,..---$_--=04=6.....".1=...<9_ $------ $----- *=====\=$-~---- *======1= (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. $------- *-------$-------$ TOTAL TAX BALANCE PAID ' BALANCE OF INHERITANCE TAX DUE $--------------- Add interest at rate of 6%from ______to $_ AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $_ BALANCE DUE Add interest at rate of 6%from to FOR USE QF REGISTER QNLY 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 ~ Administration \No..................Year . -'-t.."_~, IS THE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF MARGAliliT P.S:i..OAN Deceased Late of . County of CHARLEliOI .lf~I1J:NG.TQN .. Commonwealth of Pennsylvania REPORT AND APPRAISAL .~. -- Funn RCC-2·............................~.~.~.....+.~.I......+..9..9.~..................COMMO:NWE.ALTH OF PENNSYLVANIA DATE. DEPARTMENT OF REVENUE ....'WashingtonRESID~NTINHERITANCE TAX COUNTYBUREAUOFCOUNTYCOLLECTIONS ................................................................................................. HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO........................??:.??:?.?.7.................................. Whereas..............................Mar..g.af.e.t....P.......SlO'.i.n............................................................late of .....................................G.~;r.l~r.9.J.......................................... in the County of ...........................................W~.~.hi.ngt.QP.,..........................................................Commonwealth of Pennsylvania.having died on the ...........................l.9.....t.h .................................................day of ...........................!l.~!l~~.y...........................19....~7...seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I................................W..,..R.~....C.bane.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 Ufe 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 Appraisement Description of Asset Values Made for Inheritance Tax Purpoles $ REALTY: NONE NONE PERSONALTY: NONE NONE TRANSFERS: NON!!:NUlll! JT.H.l5LB: As per appraisement filed 3,256 53 Total 3~256 53 fonn~~~fh~:~:%:,w~~LJ~~~'~;~e~~~y~~~~~pp"'ise~e~e 1~~1 ...........··"'~L................·&..~7·..·..·....-.............~~Appr . ~............,...................................................................,........................................................."""'L;?;~~~:)-.Penna. WASHINGTON.......................County J .~I . •I Ij,L. " j'.r'l\',I -....p RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ,71 !.i'~'":O.tl ....,,,..• I l"lI-I!:«12 .....................~G.J.lJ.t.li.1':p.•.....$.b.OAN.. Deceased. Late of ..........................CI-fJ.\~J:1P.J:. Date of Death,eJ..~.~~Y.~§,L..~.9.~7.. Appraisemel!t Docket Vol.,.??. Page,9.5...:?No ~.3..~.9.~~.$7 .. Filed in Register's Office,~~f:)~?1.19§?... Amount of tax due,$_..__..._..__ DEPARTMENT OF REVENUE f:U~.r;"L.::.'.~-."«'J REGISTL:'-~Cr'\tllLS W.t\SHi.\-:;Cl co.,PA. • Received,.......__.............•....-_-.._..__-_._._._._-_._._---------~- Exa.mined and Approved,. Wrote abo.ut Appmisement,.. Appeal j,.om Appraisement,. Entered and charged,. Form No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS VNDE~SolO.OOO:UNDER SECTION 701 OF ACT OF JUNE 16,1961•./ EFF~~VE:JANUARY 1.1962.(FILE IN DUPLICATE WITH COPY OF WIn ATTACHED)...t J-tff~2J17 ' OFFICE OF THE REGISTER OF WILLS County of ~.~~~.~I?~.rt:.?~. .....~~~~~;..~:..~~~.Q 'of ~.~~..~~~.~?~..~~~.~';l~.'..~'~~~'~:~'~~'".~~:. (Name)(Addre...) being duly ~~_<?_?:_~acco;ding to law,deposes and says that he is the ~~_~_~~_~_~E _ (Exec.•Adm.•Legatff.Etc.) MARGARET P.SLOAN '.216 Meadow Avenue,of the estate of ...whose last reSidence was --------- (No.)(St",etl Charleroi Jan.16,1967__________________________________________________..deceased,and that the whole of the estate of said decedent,who died _ (City.Borough or Township)(Oats!, consisted of:SUPPLEMENTAL INHERITANCE TAX APPRAISAL ;:---, REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value N 0 N E (l ,nJ- /I ~~L/ lY~v , Personal Property Pxoceeds of Judcment No~e fxom Harold Luther Yommex, et.ux.,payable to Margaret P.Sloan,dated Decembex 22,1965,in the amount of $5,000.00,and ~'/(j // collected by the Executor in December,1970.5,000.00 NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered. • p ......~,,.., Jointly Held Property E'8tim~ted.-Value ',.'. - See Original Appraisal - Transfel's within TWO YEARS Prior to Death That at the time of death there was no safe deposit box registered ih 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT N BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT See Original Appraisal- r REStDENT DECEDENT DEBTS'AND I?EDUCTIONS CLAIMED • NOTE'List first five items in the spaces so provided,observe potations thereon,and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN fKEGISTER ONLY Funeral expenses paid $$ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees •I Fiduciary commission • OTHER DEBTS AND CLAIMS (.)See Note below I I Total actually paid in settlement of any fee,commission oi'debt is greaterNote:The estate agrees to advise the Register of Wills if the amount 01'less than the estimated amount claimed and allowed. . ../Sb6Subscnbedandsworntobeforemethis . ........................day of ~~.1?:r.i:1~~y .',19?~. ..,.~.(!.ud.e ·DORIS·'E:'HALL Not a :r y Pub1 i c NO!MY Public Charleroi "Vash't c .• ' •'VI 109 on ounty My CommIssIon Expires 'uRe 12!1912 c,..~4~;~~L2~~········Wilbu:r J.~ffii'(j' ..~.+P.M~.<;lq9W..J..\~~.rnl.t;J . (Street Number) ..<;::.l:1~.~.~~.~q~.2 ..~~~.l?~.y..~Y.~~~!3:. (City or Town and State) Having been duly sworn accoI'ding to law,I do hereby certify that the above appraisement is made in conformity with law on this ...........~~-:'lA..~~~~·..dayof ~,19 ..7(<%.v f}. ..................~~.. In the event that any future interest in this estate is transferred in possession 01'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'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or lesser amount represents the sum allowed as a deduction. Dated:. Register of Wills Form No.RCC-62 (7-69) '"WillAdministration !NO Year . IN THE ...:,;'i. ,',i -"'-::. .:'.... MATTER OF THE APPRAISEMENT OF THE ESTATE OF .• • :I ,_ 0.'I (I'\"'.:/~ \.(......~."-.*..~.."','\...." ,I (.~...~~"\.'",' r f ~L::..~l -\\""'~"f'tll'ld.l MARGARET P.SLOAN Deceased Commonwealth of Pennsylvania County of .Washington............................. 15022 .--to.:I •t t::J... --'oJ '..j !) '::I <.v ".C)__~~:::>~:..0.., Cha::r1e::roi ...-..~~--.'~J 1 REPOR:'T AND APPRAISAL<-,J c;')c:-,..,:::::-(",,..,.,-~'. ::::Cn 4.)co ..c..-.-''_-,..• ":t')f'-1:-,_o . -,..C).........:~ r-:.--0 r--'.»(n 0 Ad::rian V.Sanniex:t::,Esq. 411 Washington Avenue Cha::r1e::roi,Pennsylvania Late of RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Sloan (Last Name) Margaret (First Name) DATE OF DEATH __l_-_16_-_6-:..7_FILE NO._6_3_-_68_-_2_87_ (Initial) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E". Dated:__L3_-L.9-_7.!....:1=--_~~rJW 4v..~CE TAX APPRAI~ER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except 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:_ SUPPLEMENTAL REGISTER OF WILLS VALUE AS REAPPRAISED $-------1---5.000 00 5.000 00 $ '5.000 00 '5.000 00 VALUE AS REPORTED VALUE AS APPRAISED $ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or -E FOR USE OF REGISTER ONLY Tax on $+-_2% Tax on $+-__6% Tax on $---------+---5%Tax on $+-__10% Tax on $+-_-l15 0 Exemptions========::t===Total Estate ---I__ TOTAL TAX COMPUTATION OF TAX $--------+-- $-------.+--- $--------+-- $--------+-- $-------.+--- $J-..._ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from to ----t=$---IAMOUNTOFESTATETAXASSESSED$. Estate tax paid $I BALANCE DUE $...JL- Add interest at:;te of 6%from $--------<t= TOTAL TAX BALANCE $-----~.PAID $...J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will IN Administration ~o. IN THE Year ., MATTER OF THE APPRAISEMENT OF THE ESTATE OF ....}fAEG}.J:tE;'J;'..$LOA.N ... Deceased Late of .CHARLEROI County of .......ifJASHINGTON . Commonwealth of Pennsylvania REPORT AND APPRAISAL to Fonn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.G.h.9.,.l.97.l . COUNTY w.~.::;P.:.=4!:~.9.P.:. FILE NO...?~.=.§.?:.??..7._ . Whereas,~~Fg~~~!-§;h~.1!late of 9..ha.:.J;:;h~F9..?:. in the County of W.9.-.~hID.g:!;..QD.Commonwealth of Pennsylvania,having died on the l.Qt..h day of !!9.<D.'4P.-.r.y 19 67...,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Th f ALFREB TOS1ereore,I,"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 Ufe 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 AppraisementDescriptionofAlletValuesMadeforInheritance SUPPLEMENTAL Tax Purpoles $ t-'f£\T • See conv attached to annraiaement £).000 00 total 5.000 00 .. Having been duly sworn according to law,I do h~reby certify that the above appraisement is made in con- formity with law on this ........~L day Of~~~::;.t:. ................................................................................................................................................................ ~mber and Street)• ........................................................~..............,Penna.(Post OfBee) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .......................JrARGARET S.LOAN . Deceased. Late of .....GHARLEROI . Date of Death,1 16-61.. Appraisemel!t Docket Vol.,.,3.7 . Page,7..£.~..l-.No 6J.-.6S-Z87. Filed in Register's Office,~~.~~.?19.?..~. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,. Appeal f"om Appraisement,. Entered and charged,. ESTATE OF MARGARET P.SLOAN DEDUCTIONS ALLOWED IN 'H'SUM .,.••....••...•b!{~C; r LATE OF _~C::..h~a~r:...,;l~e~r:...lo~i...l'L.-.oP~e~n~n!.!.::2sCJY,-,l~Y..l:a~n~i-=a:....._ STATEMENT OF DEBTS AND DEDUCTIONS ffl: • THE.COMMONWliALTH ..J' f'(o Form RC C·IO OFFICE OF THE REGISTER OF WILLS WashingtonOF COUNTY AND DATE OF FILING APPRAISEMENT DATIi OF DEATH __~J..l:a~n~u_=a~r!:-yx........:l!::..6~.___'1:!::..Z9...::6::..7!_._ DATE NO.OF VOUCH_III:NAMIi:OF PAYEE Adrian V.Sannier REMARKS Reimburse Probate Will AMOUNT 24.5.0 Adrian V.Sannier ReimburseWashington County ReDorts 12 50 Adrian V.Sannier Reimburse Valleu Indenendent 1 0 C\o Wilbur J.King Executor's fee 250 00 Adrian V.Sannier Attorney's fee 250 00 Russell Marino,Register Filing Inventory 3 00 I Russell Marino.Reaister Filina Account I O() --+--+---i-------------+-------------t----r--- 566 50) I. COMMONWEALTH OF PENNSYLVANIA } COUNTY OF __W;.:,.:;a,..:s-;..;.:h:.:i:.:n::..a.=:i?..,:t~o:::.;n~,....,....----6S: ~W~i~l~b~u~r~J~.~K~i~n~a~-~H~Eay CERTI~.THA~TO THE BE~T OF Dfi:CIiAOaD.AD DEDUCTIONIi rtOR INHERITANC£TAX PIJRP02:£6. MY KNOWLEDGE AND BELIEF.THE FOREGOING 16 A JUsT AND TRU E STATEMENT OF D"BTS,FUNERAL EXPENSES AND EXPENsa Ort ACMINISTRAilON SUBMlrrF.D TO THE El>TATE OF Ma ~ga l'e t P.51 oa n ~7 ..C"t/-vJv!~.~_--.J..~~~/~<--...:::.._.,..:;,...::;.......-#.~+...t::;;;:.-=-.:::.:;"""-~----(L.5.) DAY 01"W~lbr J~ Executor of the Estate of Margaret P.Sloan i';,,..[',.~') I L.-.~~." fi U::;:3 L:_.:.;,nIN0 REGiST.:.F CF ~'!ILLSl:fj~SHIN.:,TON CO ..PA. '/....~ /r ':•\..! '. -.. lin tbr (@rpqans'mnurt nf lIasqingtnn mnunty IN THE MATTER OF THE AUDIT OF ACCOUNT In re Estate of S-l.QJm.J.~~g~:r.~.t.~.~NoJ:?3-':':g.~7.9.f9~g!}g q:t!.:r.Term,.19..7.~,AA liilbur-...J..King.,Exr.o._.Ad.:r.i.an y..•...S.~nni.e.r.~A..ttY.Jt . Mt'i:KI~ViK Date of death...J.~l.9.J 19.9.7 Date of filing Inventory Appraisement E~1?~~JP?y g.?,~9.7l.. ~ TO THE AUDITING JUDGE: Enter my appearance for Personal Property Tax Due Washington County,viz: \t./' .- IT E M Valuation 1970 Jud!!ement note -Harold L.Yonuner et ux 5000. 1969 Ju.:l nf'\t:A _H$l Y'f'\1 c'l Th YnmmeY'et ux 1)000. 1968 Judgement note -Harold L.Yommer et ux 5000. 1967 JUdgement note -Harold L.Yommer et ux 5000. 1966 JlldQ'Ament nnte -Har>old La Yommer et ux 5000. Year Inventory Assessment Valuation 12%Assessment Tax at 10%Collection 6%Interest TotaiClaimAppraisementReturnedPenalty4MillsPenalty 19 70 5000 None 5000 --20.00 2.00 .80 22.80 19 69 5000-None 5000 20aOO 2.00 2.00 24.00-- 19 68 5000 None 5000 20.00 2.00 3.2 0 25.20-- 19 67 500.0 None 5000 --20.00 2.00 4.40 26.40 19 66 5000 None 5000 -_.20.00 2.00 5.60 27.60 19 TOTAL CLAIM 126.00 The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi- davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate. .3.Qth day.of ~.P~~J..................19..1.~.A.V.CAPANO,Solicitor -//j7,-/' /:,.~·Y ''--d No~}~~.~7.,,~/:r ...~.~..__.?~5:~:T~i1r,19_3J ,AA In re Audit of Account in Estate of ............SL.QAN..,...M.ARGARET...P_•..._.._..__.....__... -<AUDIT" Jrarripr for 1\ppraranrr FOR ':::,..-0'-....... i:::'::; WASI::i~NGTON COUNTY_::.....::-;;:;--..;, .....-fTl ~-•(t)C)f.~•~_ ......, PERSONAlz;PROP[RTY-TAX~~~~''-0. ~.C~.~~~):--:; C:")·..J,--..:::>- .<:c.-., r)-.,;~.. a :.::::.- :;:::.:;;lJr-_.. !>-cnO rv A.V.CAPANO, Solicitor ~9 Dollars, RESIDENT DECEDENTS File No.63-66-287 COMMONWEALTH OF PENNSYLVANIAFormRCC-4-RI-3-66 No.948850 Date,_.....::t=·~:::oz'1_=2_=_9 19_68 OFFICIAL RECEIPT Transfer Inheritance and Estate Tax Office REGISTER OF WILLS,~_'A_Si_2_n_~G_'i_O_N ...zPa. EtASUn;oiOr3 c Ullbur J (tinaounty,ss:Received from '•=-_ (Executot )of the estate of ImnGArm?n.SLOAIJ who died January 16 19 60,the sum of FOniY-SIX nnd 61/100 ......---.. being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Dale Valuation NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed in numerical sequence for audit purposes. 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 inheritancetaxatthedeathofthehIetenantortenantforyearswheneveritappearsthatsuchadditional tax may be legally due and coHectible for any reason whatsoever. MOORE BUSINESS FORMS,INC.,ELMIRA,N.Y. Register of Wills i3G.GlTotal$_ *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.1.1757,effective June I,1957,as amended by Act No.381,approved July II,1957,and Act No.207,1961,Section 302. S EJ}.,I)z.;;--q-~{~~~~O Computation of Tax Tax on $5%$ Tax on $10%$ Tax on $2%$ Tax on $On Account 15%$4u.61 Exemptions *$ Total Estate $ Total Tax $' Less Tax Previously Paid (if any)$ -"Balance $ Less five per centum of tax ifpaid IWithin 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 $ 37-95-2 $------- $ $'--.----:---~-- $lrJCO~L11'i'B Valuation $,------ $,------ Total $,_ Dale Real Estate Personal Property $------ $,------- Total Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date 19__$,----,,-- ________19_!:$======== Estate Tax Assessments Date,19__$,_ ________19__!:$======== Appraisements Made and Filed FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 37 Page'95 I jne~__2__ Estate of 1!.1\O.GtL1'1RT tl.~ omCE:OF REGISTER OF WIUS Date t1aSi'm~GiOtlt Pa. r::w 29,19 GO 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 lJ.Us..~x.rnrm;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 theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills," Fill in below name and address of person to whODl tax receipt is delivered: ATl'l 1\DtllMV.~WIm 515 t~tD3lill A1J13nuR I L C~0Xf ~~JfJswmujIA 15022 -l ...-----.~---~------'" dollars rl;:::':::==:=:--~---"-.------:------.--~---~---------~ I JI 1 RCC-4 (8·68)COMMONWEALTH OF PENNSYLVANIA ill DEPARTMENT OF REVENUE I NO.8 11726 OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX RECEIVED ONE HUNDRED FIVE Af\TJ)00/100- t'lILBUR J.ICING representing Pennsylvania Inheritance or _~i!!J~.--Alm;U~-S:A1D.1U;a.---r .':E~st~at~e~T~a~x~d~u~e~fr~o~m~th~e~f~o~lI~ow=in~g~es~t~at~e~:~_~From: Address.B.m----l~w.IY!~..u~IL.~l.BJlllAE~·-------1 2%Tax on $4,360.50 $_~87~.~2~1,-,;.1 CHARLEROI.PENNSYLVANIA 15022 6%Taxon $$,----------" File No.63.68..287 Date of Death....,l..a,JI,..Q..-..Q'-I---j 15%Tax on $_$---------rj Date of Payme nt _.w~.ol1flr....AltL.--.JlJl1.J~-l Name of Decedent ---iMA~iAm:;J;.~~JA-N--------j County l'J..:-AS...::...H:.:.,:.I...::...N_ID_T_O_N ---1 Remarks: JMO %Tax on $_ Estate Tax,Act of ,May 7,1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at .the rate of -6-%from 4.-16..68 to Dato $---------.\d $---------u $_~R.L7~.2!:!!,,1L-_ $--------111 $,_---'lw7Lo.....7L-:9:z....-1I1I SEA L NOTE:This Triplicate Receipt ta be retained lor audit P'3'7~'95_2 TOTAL AMOUNT PAID $,=~1~O~5~.~O~O~===r;JI (--" ,I i //'-~1 . Received by"-L~'.~~':.....cx-,1 I \~~ NOTE:In accepting the transler inheritanCe tax an future estates,prior to the death 01 the l,ile .I:;;;;•L(Signaturef"J •., tenant or tenant lor years,as evidenced by this receipt,it is understood that the Commonwealth shall -'_~.I :J_1 not be precluded or prevented from hereafter assessing additional inheritance tax at the death 01 the ,~\'• ".f J -.-J .''..~.~ lile tenant or tenant lor years whenever it appears that such additional tax may be legally due and ""(Title)\ collectible lor any reason whatsoever._ ) ~~_.~..........~_._..--'-~.-~-----'-~--"~'-'-~_.-------------------~.--------